SIMON AND EVE COLIN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SIMON AND EVE COLIN FOUNDATION (EIN 11-2676434)
- Tax period
- 2024-11-01 to 2025-10-31
- Filed
- 2026-05-12
- IRS object ID
- 202641329349104164
- Schema version
- 2024v5.5
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T14:58:24-05:00 | ReturnTs |
| Tax Period End | 2025-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 WESTCHESTER AVE SUITE N-328 | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112676434 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMON AND EVE COLIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIMO | BusinessNameControlTxt |
| Phone | 5168696700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 NORTHERN BOULEVARD | AddressLine1Txt |
| City | MANHASSET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 110303006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRED COLIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5168696700 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAIKH SHAKEEL HUSSAIN | PreparerPersonNm |
| PTIN | P01352370 | PTIN |
| Phone | 9149492990 | PhoneNum |
| Preparation | 2026-04-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $11,505,459 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $291,151 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $523 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $523 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $159,299 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $159,299 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $834,625 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,007,085 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $833,452 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $39,945 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,321 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,325,543 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,006,595 | 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 | $5,664 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,664 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,181 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,181 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $46,350 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,363 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,075 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,993 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,560 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $134,270 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,537 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,224 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $479,422 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $479,422 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $613,692 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,537 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $489,646 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $711,851 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $955,058 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,060 | CashBOYAmt |
| Cash EOY | $6,396 | CashEOYAmt |
| Cash EOYFMV | $6,396 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $370,470 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $44,743 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $44,743 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,026,019 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,630,545 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,575,193 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $887,335 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,171,995 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $879,127 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,289,884 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,853,679 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,505,459 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,251 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $2,251 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,085,387 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,085,387 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,202,246 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,768,292 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,287,633 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,853,679 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,289,884 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,853,679 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,287,633 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $711,851 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,999,484 | SubtotalAmt |
| Other Decreases | $145,805 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,853,679 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| ALTERNATIVE INV-CAPITAL GAIN DISTRIBUTIONS | P | $7,109 | $7,109 | $7,109 | |
| PUBLICLY TRADED SECURITIES | $1,998,803 | $840,486 | $840,486 | $1,158,317 | |
| K-1 CAPITAL LOSS | P | -$14,143 | -$14,143 | $14,143 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $833,452 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,275 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,275 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,275 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $696 | EsPenaltyAmt |
| Overpayment | $16,029 | OverpaymentAmt |
| Applied To ES Tax | $16,029 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAXPAYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5168696700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 NORTHERN BLVD | AddressLine1Txt |
| City | MANHASSET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 110303006 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| FRED COLIN | ||||||||
| 1520 NORTHERN BLVD | MANHASSET | NY | 11030 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BARBARA F COLIN | ||||||||
| 1520 NORTHERN BLVD | MANHASSET | NY | 11030 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EVA USDAN | ||||||||
| 430 PARK AVE - 201 | NEW YORK | NY | 10022 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SAMUEL F COLIN | ||||||||
| 50 LAKE ROAD | RYE | NY | 10580 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| REBECCA COLIN | ||||||||
| 723 LAKE AVENUE | GREENWICH | CT | 06830 | DIRECTOR | 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 |
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 | $9,842,643 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,117,787 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $186,997 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,147,427 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,147,427 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $167,211 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,980,216 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $549,011 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $549,011 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,275 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,275 | TotalTaxAmt |
| Distributable Before Adj | $535,736 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $535,736 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $535,736 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $489,646 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $489,646 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $535,736 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $320,852 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $489,646 | QualifyingDistributionsAmt |
| Applied To Year1 | $320,852 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $168,794 | 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 | $366,942 | 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 | FRED COLIN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FRED COLIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 NORTHERN BLVD | AddressLine1Txt |
| City | MANHASSET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5168696700 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN BALLET THEATER | ||||||
| 890 BROADWAY 3RD FL | NEW YORK | NY | 10003 | PC | GENERAL SUPPORT | $6,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| PO BOX 78851 | PHOENIX | AZ | 850628851 | PC | GENERAL SUPPORT | $250 |
| ASPCA | ||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 101286804 | PC | GENERAL SUPPORT | $250 |
| BRUCE AND MARSHA MOSKOWITZ FOUNDATION INC | ||||||
| 225 LIST ROAD | PALM BEACH | FL | 33401 | PC | GENERAL SUPPORT | $50,000 |
| DOCTORS WITHOUT BORDERS USA | ||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | PC | GENERAL SUPPORT | $1,000 |
| DOROT | ||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | PC | GENERAL SUPPORT | $1,000 |
| FRIENDS OF THE HIGH LINE | ||||||
| 820 WASHINGTON STREET | NEW YORK | NY | 10014 | PC | GENERAL SUPPORT | $110 |
| GRID BOOKS INC | ||||||
| 32 PINECLIFF DR | MARBLEHEAD | MA | 01945 | PC | GENERAL SUPPORT | $1,000 |
| HILLEL INTERNATIONAL | ||||||
| PO BOX 92994 | WASHINGTON | DC | 20090 | PC | GENERAL SUPPORT | $500 |
| JEWISH COMMUNAL FUND | ||||||
| 575 MADISON AVE STE 703 | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $750 |
| LINCOLN CENTER FOR THE PERFORMING ARTS | ||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | GENERAL SUPPORT | $3,000 |
| MEDIA COLLECTIVE | ||||||
| 68 3RD STREET STE 8 | BROOKLYN | NY | 11231 | PC | GENERAL SUPPORT | $1,000 |
| METROPOLITAN MUSEUM OF ART | ||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PC | GENERAL SUPPORT | $1,871 |
| MICHAEL J FOX FOUNDATION | ||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | PC | GENERAL SUPPORT | $25,000 |
| MUSEUM OF MODERN ART | ||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | PC | GENERAL SUPPORT | $340 |
| NATIONAL AUDUBON SOCIETY | ||||||
| 225 VARICK STREET 7TH FL | NEW YORK | NY | 10014 | PC | GENERAL SUPPORT | $115 |
| NEW YORK CITY BALLET | ||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | GENERAL SUPPORT | $5,000 |
| NORTH SHORE ANIMAL LEAGUE | ||||||
| 25 DAVIS AVENUE | PORT WASHINGTON | NY | 11050 | PC | GENERAL SUPPORT | $300 |
| NORTHWELL HEALTH FOUNDATION | ||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | PC | GENERAL SUPPORT | $150,000 |
| NYU STERN BUSINESS SCHOOL | ||||||
| 44 WEST 4TH STREET | NEW YORK | NY | 10012 | PC | GENERAL SUPPORT | $1,000 |
| PAWS FOR PURPLE HEARTS | ||||||
| PO BOX 1209 | MERRIFIELD | VA | 22116 | PC | GENERAL SUPPORT | $250 |
| RECONSTRUCTIONIST SYNAGOGUE OF THE NORTH SHORE | ||||||
| 1001 PLANDOME ROAD | PLANDOME | NY | 110301334 | PC | GENERAL SUPPORT | $536 |
| SOLOMON R GUGGENHEIM MUSEUM | ||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | PC | GENERAL SUPPORT | $150 |
| ST FRANCIS HOSPITAL FOUNDATION | ||||||
| 100 PORT WASHINGTON BLVD | ROSLYN | NY | 11576 | PC | GENERAL SUPPORT | $125,000 |
| TEACHERS AND WRITERS COLLABORATIVE | ||||||
| PO BOX 1208 | NEW YORK | NY | 10113 | PC | GENERAL SUPPORT | $1,000 |
| THE FRICK COLLECTION | ||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 100214907 | PC | GENERAL SUPPORT | $150 |
| THE METROPOLITAN OPERA | ||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | GENERAL SUPPORT | $30,000 |
| THE VISCARDI CENTER | ||||||
| 201 I U WILLETS ROAD | ALBERTSON | NY | 11507 | PC | GENERAL SUPPORT | $1,000 |
| THIRTEEN ASSOCIATES | ||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | PC | GENERAL SUPPORT | $1,000 |
| TOUCHSTONE CENTER FOR CHILDREN | ||||||
| 141 E 88TH ST | NEW YORK | NY | 10128 | PC | GENERAL SUPPORT | $1,000 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 200242126 | PC | GENERAL SUPPORT | $500 |
| USDAN SUMMER CAMP FOR THE ARTS | ||||||
| 185 COLONIAL SPRINGS ROAD | WHEATLEY HEIGHTS | NY | 11798 | PC | GENERAL SUPPORT | $70,000 |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | PC | GENERAL SUPPORT | $350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $479,422 | 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 | $523 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $159,299 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,945 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,173 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $833,452 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,173 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,033,219 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,034,392 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | FRED COLIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 NORTHERN BLVD | AddressLine1Txt |
| City | MANHASSET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $291,151 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 486 SHARES VISA STOCK (FMV $151,151) | NoncashPropertyDesc |
| Fair Market Value | $151,151 | FairMarketValueAmt |
| Received | 2024-12-06 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOKKEEPING AND TAX COMPLIANCE | CategoryTxt |
| Amt | $5,664 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,664 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | K-1 UBTI CAPITAL GAIN | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Gross Sales Price | $1,173 | GrossSalesPriceAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $1,173 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC. | $110,108 | $236,574 |
| AUTOZONE INC. | $147,880 | $518,095 |
| BERKSHIRE HATHAWAY CL B | $126,927 | $418,803 |
| BROOKFIELD CORP. | $128,841 | $303,218 |
| DANAHER CORP. | $58,439 | $172,304 |
| KKR & CO INC. | $107,494 | $235,713 |
| LOWE'S COMPANIES INC. | $196,184 | $233,367 |
| MCDONALD'S CORP. | $213,221 | $268,885 |
| MICROSOFT CORP. | $154,397 | $639,495 |
| NESTLE, SA | $204,356 | $167,160 |
| ORACLE CORP. | $137,431 | $628,163 |
| S&P GLOBAL INC. | $48,043 | $207,064 |
| UNITEDHEALTH GROUP | $187,814 | $124,669 |
| VANGUARD S&P INDEX 500 ETF | $248,624 | $248,308 |
| VISA INC. | $174,907 | $370,928 |
| STRYKER CORP | $310,913 | $340,209 |
| INVESCO S&P 500 | $3,722,957 | $4,097,062 |
| ASM HLDG | $148,418 | $213,964 |
| BOSTON SCIENTIFIC CORP | $273,870 | $283,023 |
| INTUIT | $275,295 | $283,709 |
| SALESFORCE INC | $242,478 | $239,577 |
| SYNOPSYS INC | $411,948 | $344,903 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BEP PRIVATE INVESTORS, LP | AT COST | $453,907 | $122,565 |
| DEUTSCHE BANK M/F | AT COST | $73,100 | $73,100 |
| FIRST MANHATTAN M/M FUND | AT COST | $619,030 | $619,030 |
| KKR ASIAN FUND II PRIVATE INVESTORS OFFSHORE, LP | AT COST | $19,917 | $12,635 |
| WEXFORD PARTNERS 10, LP | AT COST | $6,041 | $10,890 |
| BREP ASIA PRIVATE INVESTORS | AT COST | $0 | $29,679 |
| HPS MEZZANINE PRIVATE INVESTORS | AT COST | $0 | $105 |
| STARWOOD SOF IX PRIVATE INVESTORS | AT COST | $0 | $11,123 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO RECORD DONATED STOCK AT COST | Desc |
| Amt | $145,805 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $3,285 | $0 | $3,285 |
| EXPENSES FROM PARTNERSHIPS | $35,515 | $7,993 | $0 |
| FILING FEES | $1,250 | $0 | $1,250 |
| BANK CHARGES | $25 | $0 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP ORDINARY INCOME/LOSS | $31,113 | $4,489 | $31,113 |
| CLASS ACTION PROCEEDS | $8,832 | $8,832 | $8,832 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $42,181 | Amt |
| Net Investment Income | $42,181 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN INCOME TAX WITHHELD | $1,363 | $1,363 | $0 |
| FEDERAL TAX EXPENSE | $44,987 | $0 | $0 |
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