EMANUEL & RIANE GRUSS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EMANUEL & RIANE GRUSS CHARITABLE FOUNDATION INC (EIN 13-2969811)
- Tax period
- 2022-04-01 to 2023-03-31
- Filed
- 2024-02-15
- IRS object ID
- 202400469349101550
- Schema version
- 2022v5.0
- 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 Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-15T15:44:09-06:00 | ReturnTs |
| Tax Period End | 2023-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132620561 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNICK GARBER & SANDLER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MADISON AVENUE 16TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132969811 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMANUEL & RIANE GRUSS CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMAN | BusinessNameControlTxt |
| Phone | 2125573900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 EAST 79TH STREET 15G | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RIANE GRUSS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125573900 | PhoneNum |
| Signature | 2024-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RIANE | PersonFirstNm |
| Person Last | GRUSS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | MICHELE ROSENBERG | PreparerPersonNm |
| PTIN | P01346138 | PTIN |
| Phone | 2125573900 | PhoneNum |
| Preparation | 2024-02-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,504,034 | 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 | $4,161 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,161 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $329,332 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $329,332 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $88,684 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,133,935 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $88,684 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $71,547 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $71,547 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $493,724 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $493,724 | 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 |
| Legal Fees Rev And Expnss | $160,728 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $160,728 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,123 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,123 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $100,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,640 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $310,241 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $208,601 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $632,263 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $632,263 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $942,504 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $208,601 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $632,263 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$448,780 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $285,123 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,133 | CashBOYAmt |
| Cash EOY | $94,112 | CashEOYAmt |
| Cash EOYFMV | $94,112 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $154,117 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $120,663 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $120,663 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $16,174,697 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,685,768 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,289,259 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $16,347,947 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,900,543 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,504,034 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,878,195 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,878,195 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,469,752 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,022,348 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,347,947 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,900,543 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,347,947 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,900,543 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,347,947 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$448,780 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,376 | OtherIncreasesAmt |
| Subtotal | $15,900,543 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,900,543 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| JPMORGAN CHASE BANK, N.A. # F2871-8008 | $1,358,331 | $1,508,864 | -$150,533 | -$150,533 | |
| JPMORGAN CHASE BANK, N.A. # F2871-8008 | $1,666,094 | $1,536,387 | $129,707 | $129,707 | |
| CAPITAL GAINS DIVIDENDS | $109,510 | $109,510 | $109,510 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $88,684 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,963 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,963 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,963 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,890 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,390 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,427 | OverpaymentAmt |
| Applied To ES Tax | $4,427 | 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 | 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 | 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 |
| Individual With Books | RIANE GRUSS | IndividualWithBooksNm |
| Phone | 2125573900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 EAST 79TH STREET NO 15G | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| RIANE GRUSS | ||||||||
| 180 EAST 79TH STREET 15G | NEW YORK | NY | 10075 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| SHIRA NADICH LEVIN | ||||||||
| 180 EAST 79TH STREET 15G | NEW YORK | NY | 10075 | 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 |
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 | $16,247,586 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $259,725 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,507,311 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,507,311 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $247,610 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,259,701 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $812,985 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $812,985 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,963 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,963 | TotalTaxAmt |
| Distributable Before Adj | $809,022 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $809,022 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $809,022 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $632,263 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $632,263 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $809,022 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $694,101 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $3,351 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $697,452 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $632,263 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $632,263 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $176,759 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $176,759 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $520,693 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $517,342 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,351 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $3,351 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RIANE GRUSS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABRAHAM JOSHUA HESCHEL SCHOOL | |||||||
| 20 WEST END AVENUE | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | CHARITABLE | $100,000 |
| ALZHEIMERS ASSOCIATION | |||||||
| 600 THIRD AVENUE | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | ALZHEIMER'S CARE, SUPPORT AND RESEARCH | $3,000 |
| AM YISRAEL FOUNDATION | |||||||
| 11 FERNWOOD DRIVE | FAIR LAWN | NJ | 07410 | NONE | PUBLIC CHARITY | CHARITABLE | $30,000 |
| AMERICA-ISRAEL FRIENDSHIP LEAGUE | |||||||
| 1430 BROADWAY SUITE 1804 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | STRENGTHENING THE RELATIONSHIP BETWEEN AMERICANS & ISRAELIS | $50,000 |
| AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC | |||||||
| 122 EAST 42ND STREET 4507 | NEW YORK | NY | 10168 | NONE | PUBLIC CHARITY | TO BRING THE JOY OF CLASSICAL MUSIC TO OVER 30,000 CHILDREN IN ISRAEL EACH YEAR, WHILE PROMOTING TOLERANCE AND MUTUAL RESPECT. | $500 |
| AMERICAN POLICE OFFICERS ALLIANCE | |||||||
| 1101 WILSON BLVD - 6TH FLOOR | ARLINGTON | VA | 22209 | NONE | PUBLIC CHARITY | HOLDING OUR ELECTED OFFICIALS ACCOUNTABLE TO THEIR CONSTITUENTS AND ENSURE THAT OUR BRAVE POLICE OFFICERS ARE REPRESENTED IN EVERY LEVEL OF GOVERNMENT BY POLITICIANS WHO TRULY UNDERSTAND THE ISSUES THAT MATTER MOST. | $20 |
| B'NAI JESHURUN | |||||||
| 257 WEST 88TH STREET | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | SYNAGOGUE LOCATED ON THE UPPER WEST SIDE OF MANHATTAN | $36,000 |
| BROTHERHOOD SISTER SOL | |||||||
| 512 WEST 143RD STREET | NEW YORK | NY | 10031 | NONE | PUBLIC CHARITY | TO CHALLENGE INEQUITY AND CHAMPION OPPORTUNITY FOR ALL. | $20,000 |
| CHABAD LUBAVITCH OF MIDTOWN MANHATTAN | |||||||
| 509 FIFTH AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | ORTHODOX SYNAGOGUE IN NEW YORK CITY | $40,000 |
| CHAMBER MUSIC SOCIETY | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | ORGANIZATION DEDICATED TO THE PERFORMANCE AND PROMOTION OF CHAMBER MUSIC IN NEW YORK CITY | $2,500 |
| COALITION TO SALUTE AMERICA'S HEROES | |||||||
| 552 FORT EVANS ROAD SUITE 300 | LEESBURG | VA | 20176 | NONE | PUBLIC CHARITY | TO SERVE AMERICAN DISABLED VETERANS | $23 |
| COMMITTEE FOR POLICE OFFICERS DEFENSE | |||||||
| 10521 JUDICIAL DRIVE SUITE 200 | FAIRFAX | VA | 22030 | NONE | PUBLIC CHARITY | TO HELP POLICE OFFICERS FIGHT AGAINST THE CONTINUING "WAR ON COPS." | $25 |
| DOCTORS WITHOUT BORDERS USA | |||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GLOBAL FIRST RESPONDERS TO EMERGENCIES, EPIDEMICS, AND NATURAL DISASTERS | $360 |
| EDLAVITCH | |||||||
| 1529 SIXTEENTH STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | TO PRESERVE AND STRENGTHEN JEWISH IDENTITY, HERITAGE, TRADITION, AND VALUES THROUGH A WIDE VARIETY OF SOCIAL, CULTURAL, RECREATIONAL, AND EDUCATIONAL PROGRAMS AND SERVICES. | $15,000 |
| FOOD BANK FOR NYC | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | TO END HUNGER BY ORGANIZING FOOD, INFORMATION AND SUPPORT FOR COMMUNITY SURVIVAL, EMPOWERMENT, AND DIGNITY. | $180 |
| FRIENDS OF THE HIGHLINE | |||||||
| 820 WASHINGTON STREET | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITY | SUPPORT PUBLIC PARK ON THE WEST SIDE OF MANHATTAN | $60 |
| HABITAT FOR HUMANITY | |||||||
| 111 JOHN STREET | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | TO TRANSFORM LIVES AND COMMUNITIES BY BUILDING AND PRESERVING AFFORDABLE HOMES FOR FAMILIES IN NEED. | $330 |
| HASC | |||||||
| 1318 60TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | TO PROVIDE EDUCATIONAL AND CLINICAL SERVICES TO INDIVIDUALS FROM INFANCY THROUGH ADULTHOOD, WHO EXHIBIT DEVELOPMENTAL DELAYS | $180 |
| HIAS | |||||||
| 411 FIFTH AVENUE 1006 | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | CHARITABLE | $1,800 |
| HOPE FOR DEPRESSION RESEARCH FOUNDATION | |||||||
| 40 WEST 57TH STREET 1440 | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | CHARITABLE | $250 |
| HUNTER COLLEGE HILLEL | |||||||
| 695 PARK AVE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| JEWISH MUSEUM | |||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | DEDICATED TO THE ENJOYMENT, UNDERSTANDING, AND PRESERVATION OF THE ARTISTIC AND CULTURAL HERITAGE OF THE JEWISH PEOPLE | $7,500 |
| KIVUNIM | |||||||
| 300 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | TO INSPIRE ITS STUDENTS TO FORGE A LIFELONG RELATIONSHIP WITH ISRAEL AND THE JEWISH PEOPLE THROUGH OUR TRAVELS ACROSS THE WORLD - GAINING UNDERSTANDING OF JEWISH LIFE AND HISTORY TOGETHER WITH THAT OF THE MANY CULTURES, RELIGIONS AND WORLD VIEWS. | $200,000 |
| LINCOLN CENTER THEATRE | |||||||
| 165 WEST 65TH STREET | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | CHARITABLE | $9,000 |
| MANHATTAN JEWISH EXPERIENCE | |||||||
| 131 WEST 86TH STREET | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | COMMUNITY WHERE YOUNG MEN AND WOMEN CAN EXPLORE JEWISH LIFE AND MEET NEW PEOPLE | $50,000 |
| MANHATTAN THEATRE CLUB | |||||||
| 311 WEST 43RD STREET 8TH FLOOR | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | PRODUCE INNOVATIVE THEATRE OF THE HIGHEST QUALITY BY AMERICAN AND INTERNATIONAL PLAYWRIGHTS | $3,000 |
| METROPOLITAN OPERA | |||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | TO BRING THRILLING PRODUCTIONS TO OPERA LOVERS WORLDWIDE. | $5,680 |
| NATIONAL YIDDISH THEATER FOLKSBIENE | |||||||
| 36 BATTERY PLACE 201 | NEW YORK | NY | 10280 | NONE | PUBLIC CHARITY | TO CELEBRATE THE YIDDISH EXPERIENCE THROUGH THE PERFORMING ARTS. | $50,000 |
| NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | TO CREATE A WORLD WHERE PEOPLE AND NATURE CAN THRIVE | $180 |
| NY PUBLIC RADIO | |||||||
| 160 VARICK STREET 9TH FLOOR | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | CHARITABLE | $250 |
| PARALYZED VETERANS OF AMERICA | |||||||
| 801 EIGHTEENTH STREET NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | TO ADVOCATE FOR VETERANS OF THE ARMED FORCES WHO HAVE EXPERIENCED SPINAL CORD INJURY OR DYSFUNCTION. | $180 |
| PARKINSON FOUNDATION | |||||||
| 1359 BROADWAY - STE 1509 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | IMPROVING CARE AND ADVANCING RESEARCH TOWARD A CURE | $100 |
| PTACH | |||||||
| 1689 EAST 5TH ST | BROOKLYN | NY | 11230 | NONE | PUBLIC CHARITY | TO PROVIDE THE BEST POSSIBLE JEWISH AND SECULAR EDUCATION TO STUDENTS WHO HAVE BEEN DISENFRANCHISED BECAUSE OF LEARNING DIFFERENCES. | $200 |
| RABBI CHAIM | |||||||
| 3110 STERLING POINT DR | PORTSMOUTH | VA | 23703 | NONE | PUBLIC CHARITY | COMMITTED TO PROVIDING CHILDREN WITH QUALITY JUDAIC AND GENERAL STUDIES EDUCATION IN A RELIGEOUS ENVIRONMENT. | $250 |
| SINAI SCHOOL | |||||||
| 240 FRISCH COURT 100 | PARAMUS | NJ | 07652 | NONE | PUBLIC CHARITY | CHARITABLE | $100 |
| STATUE OF LIBERTY-ELLIS ISLAND FOUNDATION | |||||||
| 17 BATTERY PLACE 232 | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | RESTORATION AND PRESERVATION OF THE STATUE OF LIBERTY AND ELLIS ISLAND | $180 |
| THE DOOR | |||||||
| 555 BROOME ST | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | TO EMPOWER YOUNG PEOPLE TO REACH THEIR POTENTIAL BY PROVIDING COMPREHENSIVE YOUTH DEVELOPMENT SERVICES | $1,000 |
| UJA FEDERATION | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | JEWISH PHILANTHROPIC ORGANIZATION | $2,500 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | NONE | PUBLIC CHARITY | CHARITABLE | $180 |
| UPPER EAST SIDE HATZOLAH | |||||||
| 125 EAST 85TH STREET | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | TO PROVIDE EMERGENCY MEDICAL AND AMBULANCE SERVICES, 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS A YEAR. | $500 |
| USA FOR UNHCR | |||||||
| 1775 K STREET NW SUITE 580 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | CHARITABLE | $180 |
| VISITING NURSE SERVICE OF NY | |||||||
| 1250 BROADWAY | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | TO PROMOTE THE HEALTH AND WELL-BEING OF PATIENTS, MEMBERS, AND FAMILIES BY PROVIDING HIGH-LEVEL, COST-EFFECTIVE HEALTHCARE IN THE HOME AND COMMUNITY. | $250 |
| WORLD JEWISH CONGRESS AMERICAN SECTION INC | |||||||
| 501 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | CHARITABLE | $180 |
| WORLD WILDLIFE FUND | |||||||
| 1250 TWENTY-FOURTH STREET NW | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | TO ADVOCATE FOR THE U.S. GOVERNMENT, FOREIGN GOVERNMENTS AND INTERNATIONAL INSTITUTIONS TO PROTECT WILDLIFE AND THEIR HABITATS. | $25 |
| WQXR - NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $632,263 | 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 | $4,161 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $329,332 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,547 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $88,684 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $493,724 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $493,724 | 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 | $5,750 | Amt |
| Net Investment Income | $5,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JPMORGAN CHASE BANK, N.A. # F2871-8008 | StockNm |
| EOY Book Value | $15,685,768 | EOYBookValueAmt |
| EOYFMV | $16,289,259 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $160,728 | LegalFeesAmt |
| Net Investment Income | $160,728 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NEW YORK STATE FILING FEE | $750 | $0 | $0 |
| MISCELLANEOUS EXPENSE | $890 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $71,547 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $71,547 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $71,547 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $1,376 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $42,123 | Amt |
| Net Investment Income | $42,123 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $100,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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