GOTTLIEB FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GOTTLIEB FAMILY FOUNDATION INC (EIN 82-5146400)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202621329349101642
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T10:49:28-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 PEHLE AVE SUITE 601 | AddressLine1Txt |
| City | SADDLE BROOK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 825146400 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOTTLIEB FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O ROBERT D GOTTLIEB & DEBRA J GOTTLIEB | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOTT | BusinessNameControlTxt |
| Phone | 9173591511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 JASMINE LANE | AddressLine1Txt |
| City | RYE BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10573 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT D GOTTLIEB | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9173591511 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TONY TORCHIA | PreparerPersonNm |
| PTIN | P00287611 | PTIN |
| Phone | 2019050400 | PhoneNum |
| Preparation | 2026-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $730,364 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,928 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,928 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,256 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $139,143 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,256 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $70,195 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,195 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,352 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,176 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,176 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $721 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $565 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,682 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,652 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,755 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,393 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,206 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,568 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,568 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,323 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,393 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,774 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $31,872 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,802 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,918 | CashBOYAmt |
| Cash EOY | $4,852 | CashEOYAmt |
| Cash EOYFMV | $4,852 | CashEOYFMVAmt |
| Other Investments BOY | $673,850 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $725,512 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $725,512 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $679,768 | TotalAssetsBOYAmt |
| Total Assets EOY | $730,364 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $730,364 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $679,768 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $730,364 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $679,768 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $730,364 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $679,768 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $730,364 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $679,768 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $31,872 | ExcessRevenueOverExpensesAmt |
| Other Increases | $18,724 | OtherIncreasesAmt |
| Subtotal | $730,364 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $730,364 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| INVESCO DEVELOPING MKTS Y | P | 2024-01-29 | 2025-01-28 | $40,528 | $39,109 | $1,419 | $1,419 |
| HARTFORD SCHRODERS INTL STK I | P | 2021-04-05 | 2025-10-29 | $3,000 | $2,369 | $631 | $631 |
| INVESCO DEVELOPING MKTS Y | P | 2024-12-12 | 2025-01-28 | $153 | $260 | -$107 | -$107 |
| LORD ABBETT CONVERTIBLE I | P | 2023-01-27 | 2025-12-29 | $20,000 | $14,622 | $5,378 | $5,378 |
| MFS VALUE I | P | 2024-01-29 | 2025-12-19 | $5,000 | $4,770 | $230 | $230 |
| HARTFORD SCHRODERS INTL STK I | P | 2021-04-05 | 2025-11-03 | $3,000 | $2,373 | $627 | $627 |
| FEDERATED HRMS STR VAL DIV IS | P | 2021-04-05 | 2025-01-28 | $20,000 | $17,883 | $2,117 | $2,117 |
| PIMCO INCOME I2 | P | 2021-05-05 | 2025-08-05 | $5,000 | $5,501 | -$501 | -$501 |
| CAPITAL GAINS DIVIDENDS | P | $42,462 | $42,462 | $42,462 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,256 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $887 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $887 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $887 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $894 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 9173591511 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 JASMINE LANE | AddressLine1Txt |
| City | RYE BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10573 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT D GOTTLIEB | ||||||||
| 14 JASMINE LANE | RYE BROOK | NY | 10573 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DEBRA J GOTTLIEB | ||||||||
| 14 JASMINE LANE | RYE BROOK | NY | 10573 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JEFFREY S GARTZMAN | ||||||||
| 2942 GALAHAD DRIVE | ATLANTA | GA | 30345 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | A GENERAL SUPPORT CONTRIBUTION WAS MADE TO "CHILD MIND INSTITUTE" BY CHECK. | Description1Txt |
| Expenses1 | $7,500 | Expenses1Amt |
| Description2 | A GENERAL SUPPORT CONTRIBUTION WAS MADE TO "MEMORIAL SLOAN KETTERING (MSK GIVING)" BY CHECK. | Description2Txt |
| Expenses2 | $7,000 | Expenses2Amt |
| Description3 | A GENERAL SUPPORT CONTRIBUTION WAS MADE TO "BOSTON SYMPHONY ORCHESTRA / TANGLEWOOD" BY CHECK. | Description3Txt |
| Expenses3 | $3,000 | Expenses3Amt |
| Description4 | A GENERAL SUPPORT CONTRIBUTION WAS MADE TO "ENTERTAINMENT COMMUNITY FUND / ACTORS FUND" BY CHECK. | Description4Txt |
| Expenses4 | $3,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $714,238 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,211 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $717,449 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $717,449 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,762 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $706,687 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,334 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,334 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $887 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $887 | TotalTaxAmt |
| Distributable Before Adj | $34,447 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,447 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,447 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,774 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $31,774 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,447 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $30,564 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,774 | QualifyingDistributionsAmt |
| Applied To Year1 | $30,564 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,210 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $33,237 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT D GOTTLIEB | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT D GOTTLIEB | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 JASMINE LANE | AddressLine1Txt |
| City | RYE BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10573 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9173591511 | RecipientPhoneNum |
| Form And Info And Materials | SUBMIT A BRIEF EXPLANATION OF THE REQUEST AND NECESSARY BUDGETS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES. A RESPONSE WILL BE SENT WITHIN TWO 2 MONTHS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE WILL BE GIVEN TO NEW JERSEY CHARITABLE ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CROHN'S & COLITIS FOUNDATION | |||||||
| 733 3RD AVE 510 | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $1,500 |
| FRIENDS OF LAKE GARFIELD | |||||||
| PO BOX 355 | MONTEREY | MA | 01245 | N/A | PC | GENERAL SUPPORT | $1,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 550 FIFTH AVENUE 11TH FLOOR | NEW YORK | NY | 10036 | N/A | PC | GENERAL SUPPORT | $7,000 |
| NORTHERN WESTCHESTER HOSPITAL | |||||||
| 400 E MAIN ST | MT KISCO | NY | 10549 | N/A | PC | GENERAL SUPPORT | $250 |
| PBSCHANNEL | |||||||
| 1225 S CLARK STREET | ARLINGTON | VA | 22202 | N/A | PC | GENERAL SUPPORT | $300 |
| WESTCHESTER JEWISH COMMUNITY SERVICES | |||||||
| 1410 BROADWAY | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $1,000 |
| BOSTON SYMPHONY ORCHESTRA TANGLEWOOD | |||||||
| 297 WEST ST | LENOX | MA | 01240 | N/A | PC | GENERAL SUPPORT | $3,000 |
| ETHICAL CULTURE FIELDSON SCHOOLS | |||||||
| 3901 FIELDSTON RD | BRONX | NY | 10471 | N/A | PC | GENERAL SUPPORT | $250 |
| CHILD MIND INSTITUTE | |||||||
| 101 E 56TH ST | NEW YORK | NY | 10022 | N/A | PC | GENERAL SUPPORT | $7,500 |
| CENTRAL SYNAGOGUE | |||||||
| 652 LEXINGTON AVE | NEW YORK | NY | 10022 | N/A | PC | GENERAL SUPPORT | $1,018 |
| WORLD CENTRAL KITCHEN | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | PC | GENERAL SUPPORT | $1,000 |
| SKIDMORE COLLEGE | |||||||
| 815 N BROADWAY | SARATOGA SPRINGS | NY | 12866 | N/A | PC | GENERAL SUPPORT | $1,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | N/A | PC | GENERAL SUPPORT | $1,000 |
| PLANNED PARENTHOOD FOUNDATION | |||||||
| 123 WILLIAM ST FLOOR 10 | NEW YORK | NY | 10038 | N/A | PC | GENERAL SUPPORT | $500 |
| ENTERTAINMENT COMMUNITY FUND ACTORS FUND | |||||||
| 729 7TH AVE FLOOR 10 | NEW YORK | NY | 10019 | N/A | PC | GENERAL SUPPORT | $3,000 |
| WESTOVER SCHOOL | |||||||
| 1237 WHITTEMORE RD | MIDDLEBURY | CT | 06762 | N/A | PC | GENERAL SUPPORT | $250 |
| BRIGHTWOOD ELEMENTARY SCHOOL | |||||||
| 406 BRIGHTWOOD RD | SPRINGFIELD | MA | 01107 | N/A | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,568 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,928 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $52,256 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $70,195 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,195 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,352 | Amt |
| Net Investment Income | $1,176 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,176 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITY INVESTMENTS | AT COST | $619,547 | $619,547 |
| FIXED INCOME INVESTMENTS | AT COST | $105,965 | $105,965 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $4,652 | $4,652 | $0 |
| CHARITY REGISTRATION FEE | $30 | $0 | $30 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT | Desc |
| Amt | $18,724 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES | $156 | $0 | $0 |
| FOREIGN TAXES PAID | $565 | $565 | $0 |