REDEL FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- REDEL FOUNDATION INC (EIN 13-3082842)
- Tax period
- 2022-11-01 to 2023-10-31
- Filed
- 2024-02-15
- IRS object ID
- 202430469349101118
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-15T13:30:17-06:00 | ReturnTs |
| Tax Period End | 2023-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112478841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRACHTENBERG & PAUKER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CROSSWAYS PARK W | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133082842 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE REDEL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REDE | BusinessNameControlTxt |
| Phone | 9173272987 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2109 BROADWAY 13-160 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSICA REDEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9173272987 | PhoneNum |
| Signature | 2024-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JESSICA | PersonFirstNm |
| Person Last | REDEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | RICHARD T GUILFOYLE | PreparerPersonNm |
| PTIN | P00109390 | PTIN |
| Phone | 5164967100 | PhoneNum |
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 | $678,797 | 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 |
| Dividends Rev And Expnss | $33,612 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,612 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$37,650 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $155,940 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$4,038 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,612 | 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 | $3,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,200 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,200 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $115 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,115 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,200 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,198 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,198 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,313 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,200 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,198 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$48,351 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,412 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,458 | CashBOYAmt |
| Cash EOY | $12,019 | CashEOYAmt |
| Cash EOYFMV | $12,019 | CashEOYFMVAmt |
| Corporate Stock BOY | $608,526 | CorporateStockBOYAmt |
| Corporate Stock EOY | $556,614 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $666,778 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $616,984 | TotalAssetsBOYAmt |
| Total Assets EOY | $568,633 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $678,797 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $616,984 | CapitalStockBOYAmt |
| Capital Stock EOY | $568,633 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $616,984 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $568,633 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $616,984 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $568,633 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $616,984 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$48,351 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $568,633 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $568,633 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| WARNER BROS DISCOVERY | 2021-04-24 | 2023-03-20 | $1,456 | $3,243 | -$1,787 | -$1,787 |
| SL GREEN RLTY CORP PFD 6.5% | 2021-10-18 | 2023-07-03 | $1,812 | $2,558 | -$746 | -$746 |
| CHIMERA INVT CORP PFD SER A 8% | 2021-10-18 | 2023-07-03 | $1,900 | $2,521 | -$621 | -$621 |
| TRITON INTL LTD 7.37504% | 2021-02-17 | 2023-07-03 | $4,711 | $5,306 | -$595 | -$595 |
| WELLS FARGO CO 4.75 PFD | 2021-01-29 | 2023-07-03 | $4,773 | $6,350 | -$1,577 | -$1,577 |
| TRITON INTL LTD 7.37504% | 2021-02-17 | 2023-07-03 | $7,067 | $8,049 | -$982 | -$982 |
| AT&T INC COM USD 1 | 2021-04-28 | 2023-07-03 | $7,146 | $10,705 | -$3,559 | -$3,559 |
| CHIMERA INVT CORP PFD SER A 8% | 2021-10-18 | 2023-07-03 | $7,598 | $10,082 | -$2,484 | -$2,484 |
| CLOROX CO COM USD 1 | 2021-02-10 | 2023-07-03 | $7,767 | $9,519 | -$1,752 | -$1,752 |
| SL GREEN RLTY CORP PFD 6.5% | 2014-04-03 | 2023-07-03 | $9,062 | $11,727 | -$2,665 | -$2,665 |
| APPLE INC | 2015-03-30 | 2023-07-03 | $9,492 | $1,553 | $7,939 | $7,939 |
| CHIMERA INVT CORP PFD SER A 8% | 2019-01-25 | 2023-07-03 | $9,497 | $12,556 | -$3,059 | -$3,059 |
| CHIMERA INVT CORP PFD SER A 8% | 2019-01-25 | 2023-07-03 | $9,497 | $12,568 | -$3,071 | -$3,071 |
| SL GREEN RLTY CORP PFD 6.5% | 2021-10-18 | 2023-07-03 | $16,312 | $23,040 | -$6,728 | -$6,728 |
| TWO HBRS INVT CORP PFD B FXD 7.625% | 2021-02-10 | 2023-07-03 | $19,360 | $24,435 | -$5,075 | -$5,075 |
| GOLDMAN SACHS GROUP INC 5.5% | 2021-02-11 | 2023-09-14 | $25,000 | $26,570 | -$1,570 | -$1,570 |
| PIMCO INCOME STRATEGY FD II | 2012-12-03 | 2023-10-11 | $13,490 | $22,808 | -$9,318 | -$9,318 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$37,650 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $367 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $367 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $367 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $167 | 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 | $167 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $200 | 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 | 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 | JESSICA REDEL | IndividualWithBooksNm |
| Phone | 9173272987 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2109 BROADWAY 13-160 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JESSICA REDEL | ||||||||
| 2109 BROADWAY 13-160 | NEW YORK | NY | 10023 | DIRECTOR/PRES | 0.00 | $0 | $0 | $0 |
| VICTORIA REDEL | ||||||||
| 2109 BROADWAY 13-160 | NEW YORK | NY | 10023 | DIRECTOR/VP | 0.00 | $0 | $0 | $0 |
| CLAUDIA REDEL | ||||||||
| 2109 BROADWAY 13-160 | NEW YORK | NY | 10023 | DIRECTOR/SECY TREAS | 0.00 | $0 | $0 | $0 |
| MAX GREENES | ||||||||
| 2109 BROADWAY 13-160 | NEW YORK | NY | 10023 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JONAH-REDEL TRAUB | ||||||||
| 2109 BROADWAY 13-160 | NEW YORK | NY | 10023 | DIRECTOR | 0.00 | $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 | $679,613 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,648 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $688,261 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $688,261 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,324 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $677,937 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,897 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,897 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $367 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $367 | TotalTaxAmt |
| Distributable Before Adj | $33,530 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,530 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,530 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,198 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $33,198 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,530 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,438 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $876 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $563 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $3,877 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,198 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,198 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $332 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $332 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,545 | 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 | $2,106 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,439 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $876 | ExcessFromYear4Amt |
| Excess From Year3 | $563 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JESSICA REDEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACLU | |||||||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 | ||||||
| AHA FOUNDATION | |||||||||||||
| 130 7TH AVE | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | CONTRIBUTION | $500 | ||||||
| AMERICAN BALLET THEATRE | |||||||||||||
| 890 BROADWAY | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,200 | ||||||
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||||||||
| 200 CENTRAL PARK W | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | CONTRIBUTION | $710 | ||||||
| AMERICAN SOCIETY BOTANICAL ARTISTS | |||||||||||||
| 2900 SOUTHERN BOULEVARD | NEW YORK | NY | 10458 | NONE | PUBLIC CHARITY | CONTRIBUTION | $300 | ||||||
| AMNESTY INTERNATIONAL | |||||||||||||
| NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 | 311 W 43RD ST 7TH FL | NEW YORK | NEW YORK | UK | 10036 | |||||
| ANIMAL HAVEN | |||||||||||||
| 200 CENTRE ST | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | CONTRIBUTION | $250 | ||||||
| CENTRAL PARK CONSERVANCY | |||||||||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 | ||||||
| CITY HARVEST | |||||||||||||
| 6 EAST 32 STREET | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 | ||||||
| DARTMOUTH COLLEGE | |||||||||||||
| 6016 MCNUTT HALL | HANOVER | NH | 03755 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 | ||||||
| DOCTORS WITHOUT BORDERS | |||||||||||||
| 40 RECTOR STREET 16TH FL | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 | ||||||
| FOUR WAY BOOKS | |||||||||||||
| 11 JAY ST 4 | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | CONTRIBUTION | $400 | ||||||
| FRICK MUSEUM | |||||||||||||
| 1 E 70TH ST | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | CONTRIBUTION | $300 | ||||||
| FRIENDS OF THE ISREAL DEFENSE FORCES | |||||||||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PUBLIC CHARITY | CONTRIBUTION | $500 | ||||||
| FRIENDS OF UNITED HATZALAH | |||||||||||||
| 442 5TH AVE 1866 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CONTRIBUTION | $360 | ||||||
| IDEAS BEYOND BORDERS | |||||||||||||
| 244 5TH AVE STE 2594 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,500 | ||||||
| JEWISH COMMUNITY PROJECT | |||||||||||||
| 40 WORTH ST 10TH FL | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | CONTRIBUTION | $720 | ||||||
| MADISON AVE PRESBYTERIAN CHURCH DAY SCHOOL (MAPCDS) | |||||||||||||
| 921 MADISON AVE | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,855 | ||||||
| MAGDEN DAVID ADOM | |||||||||||||
| NONE | PUBLIC CHARITY | CONTRIBUTION | $360 | 5 HAPLADA ST | OR YEHUDA | IS | 6021805 | ||||||
| MUSEUM OF MODERN ART (MOMA) | |||||||||||||
| 11 W 53RD STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | CONTRIBUTION | $375 | ||||||
| NATIONAL PARK CONSERVATION ASSOCIATION | |||||||||||||
| 777 6TH ST NW STE 700 | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 | ||||||
| NEW YORK BOTANICAL GARDNES (NYBG) | |||||||||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | NONE | PUBLIC CHARITY | CONTRIBUTION | $300 | ||||||
| NEW YORK CITY BALLET | |||||||||||||
| 20 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 | ||||||
| NEW YORK PUBLIC LIBRARY | |||||||||||||
| STEPHEN A SCHWARZMAN BLDG FIFTH AVE | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 | 42ND ST | |||||
| NEW YORK ZEN CENTER FOR CONTEMPLATIVE CARE | |||||||||||||
| 119 WEST 23RD STREET 401 | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 | ||||||
| PARK AVENUE SYNAGOGUE | |||||||||||||
| 50 E 87TH ST | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | CONTRIBUTION | $2,975 | ||||||
| PEN AMERICA | |||||||||||||
| 588 BROADWAY STE 303 | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 | ||||||
| PLANNED PARENTHOOD | |||||||||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 | ||||||
| PUBLIC BROADCASTIG SERVICE (PBS) | |||||||||||||
| 1225 S CLARK ST | ARLINGTON | VA | 22202 | NONE | PUBLIC CHARITY | CONTRIBUTION | $100 | ||||||
| RAICES | |||||||||||||
| PO BOX 786100 | SAN ANTONIO | TX | 78278 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 | ||||||
| RIVERSIDE PARK CONSERVANCY | |||||||||||||
| 475 RIVERSIDE DR 445 | NEW YORK | NY | 10115 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 | ||||||
| SIERRA CLUB | |||||||||||||
| 2101 WEBSTER STREET SUITE 1300 | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 | ||||||
| SOUSA MENDES FOUNDATION | |||||||||||||
| 1 TENNYSON PL | GREENLAWN | NY | 11740 | NONE | PUBLIC CHARITY | CONTRIBUTION | $368 | ||||||
| THE FINE ARTS WORK CENTER | |||||||||||||
| 24 PEARL ST | PROVINCETOWN | MA | 02657 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 | ||||||
| THE JEWISH MUSEUM | |||||||||||||
| 1109 5TH AVE | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | CONTRIBUTION | $175 | ||||||
| THE METROPOLITAN MUSEUM OF ART | |||||||||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | CONTRIBUTION | $600 | ||||||
| THE TOWN SCHOOL | |||||||||||||
| 540 E 76TH ST | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | CONTRIBUTION | $2,500 | ||||||
| WAVE HILL PUBLIC GARDEN & CULTURAL CENTER | |||||||||||||
| 4500 INDEPENDENCE AVE | BRONX | NY | 10471 | NONE | PUBLIC CHARITY | CONTRIBUTION | $100 | ||||||
| WHY HUNGER | |||||||||||||
| 505 EIGHTH AVE STE 1212 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CONTRIBUTION | $250 | ||||||
| WORLD CENTRAL KITCHEN | |||||||||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | CONTRIBUTION | $500 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,198 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $33,612 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$37,650 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | -$4,038 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$4,038 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INCOME NECESSARY FOR THE CONTINUATION AND PRESERVATION OF CHARITABLE AVTIVITIES |
| 8 | INCOME NECESSARY FOR THE CONTINUATION AND PRESERVATION OF CHARITABLE ACTIVITIES |
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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS | StockNm |
| EOY Book Value | $556,614 | EOYBookValueAmt |
| EOYFMV | $666,778 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES, OFFICE & MISC. | $15 | $0 | $0 |
| LICENSES & PERMITS | $100 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $7,200 | Amt |
| Net Investment Income | $7,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments