THEODORE AND RENEE WEILER FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THEODORE AND RENEE WEILER FOUNDATION INC (EIN 13-6181441)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-05
- IRS object ID
- 202421579349100612
- Schema version
- 2023v5.0
- 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
- Compensation Explanation
- Contractor Compensation Expln
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-05T08:00:29-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113041037 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KANDEL & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 Pinelawn Road-Ste 302 | AddressLine1Txt |
| City | Melville | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136181441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Theodore & Renee Weiler Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THEO | BusinessNameControlTxt |
| Phone | 9172826135 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 Pinelawn Road 302 | AddressLine1Txt |
| City | Melville | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard Kandel | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 9172826135 | PhoneNum |
| Signature | 2024-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Richard | PersonFirstNm |
| Person Last | Kandel | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard Kandel | PreparerPersonNm |
| PTIN | P00167249 | PTIN |
| Phone | 9172826135 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $6,518,492 | 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 | $198,915 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $198,915 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $89,242 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,200,796 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $89,242 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $288,157 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $288,157 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | -$10,429 | LegalFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $41,615 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,615 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,271 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,080 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,232 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,848 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,537 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,847 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,848 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $396,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $396,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $474,537 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,847 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $428,848 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$186,380 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $235,310 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,735 | CashBOYAmt |
| Cash EOY | $96,519 | CashEOYAmt |
| Cash EOYFMV | $96,519 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,389,222 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $466,677 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $466,677 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $12,003 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $18,732 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $18,732 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,308,664 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,175,798 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,901,941 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $192,249 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $992,767 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,034,623 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,936,873 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,750,493 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,518,492 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,936,873 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,750,493 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,936,873 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,750,493 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,936,873 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,750,493 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,936,873 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$186,380 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,750,493 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,750,493 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Various Publicly Traded Securities-UBS | $303,496 | $226,916 | $76,580 | $76,580 |
| Various Publicly Traded Securities-Neuberger | $895,967 | $884,638 | $11,329 | $11,329 |
| Teva Pharmaceuticals | $850 | $850 | $850 | |
| Petroleo Brasilero | $483 | $483 | $483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $89,242 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $89,242 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,271 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,271 | SubtotalAmt |
| Tax Based On Investment Income | $3,271 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,003 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $22,003 | TotalPaymentsAndCreditsAmt |
| Overpayment | $18,732 | OverpaymentAmt |
| Applied To ES Tax | $18,732 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard Kandel | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9172826135 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 Pinelawn Road-Suite 302 | AddressLine1Txt |
| City | Melville | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Richard Kandel | ||||||
| 15 W 53rd Street | New York | NY | 10019 | Treas.-Mgr. Dir | 4.00 | $40,000 |
| Alan Safir | ||||||
| 473 Mariner Drive | Jupiter | FL | 33477 | Pres.-Director | 1.00 | $0 |
| Jonathan J Kandel | ||||||
| 15 W 53rd Street | New York | NY | 10019 | Vice President | 0.00 | $0 |
| Joan Safir | ||||||
| 473 Mariner Drive | Jupiter | FL | 33477 | Vice President | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Neuberger Berman BD LLC | |||||
| 1290 Ave of the Americas | New York | NY | 10104 | Investment Advisory | $22,467 |
| UBS Financial Services | |||||
| 1285 Ave of the Americas | New York | NY | 10019 | Investment Advisory | $19,148 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,945,522 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $105,234 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,050,756 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,050,756 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,761 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,959,995 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $298,000 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $298,000 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,271 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,271 | TotalTaxAmt |
| Distributable Before Adj | $294,729 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $294,729 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $294,729 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $428,848 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $428,848 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $294,729 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $268,568 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $200,854 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $111,309 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $73,269 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $77,448 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $731,448 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $428,848 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $294,729 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $134,119 | RemainingDistriFromCorpusAmt |
| Total Corpus | $865,567 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $268,568 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $596,999 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $200,854 | ExcessFromYear4Amt |
| Excess From Year3 | $111,309 | ExcessFromYear3Amt |
| Excess From Year2 | $73,269 | ExcessFromYear2Amt |
| Excess From Year1 | $77,448 | ExcessFromYear1Amt |
| Excess From Current Year | $134,119 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Friends of the Israel Muse | |||||||
| 545 5th Avenue-Ste 920 | New York | NY | 10047 | N/A | PC | General & Capital Purposes, unless noted | $45,000 |
| American Museum of Natural History | |||||||
| Central Park West | New York | NY | 10024 | N/A | PC | General & Capital Purposes, unless noted | $4,000 |
| Breast Cancer Research Foundation | |||||||
| 28 W 44th St - 609 | New York | NY | 10036 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Crohn's Colitis Foundation | |||||||
| 733 3rd Ave | New York | NY | 10017 | N/A | PC | General & Capital Purposes, unless noted | $3,500 |
| Federal Drugs Agent Foundation | |||||||
| 400 Jericho Turnpike - 2nd Floor | Jericho | NY | 11753 | N/A | PC | General & Capital Purposes, unless noted | $15,000 |
| Film at Lincoln Center | |||||||
| 70 Lincoln Center Plaza | New York | NY | 10023 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Israel Air Force Center Fdn | |||||||
| 4089 Genoa Drive | Lss Vegas | NV | 89141 | N/A | PC | General & Capital Purposes, unless noted | $35,000 |
| Jacob Burns Film Center | |||||||
| 405 Manville Road | Pleasantville | NY | 10570 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Lee Pesky Learning Center | |||||||
| 3324 Elder Street | Boise | ID | 83705 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Lincoln Center Theater | |||||||
| 150 West 65th Street | New York | NY | 10023 | N/A | PC | General & Capital Purposes, unless noted | $15,000 |
| Maltz Jupiter Theater | |||||||
| 1001 E Indiantown Rd | Jupiter | FL | 33477 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Metropolitan Museum of Art | |||||||
| 1000 5th Avenue | New York | NY | 10028 | N/A | PC | General & Capital Purposes, unless noted | $1,500 |
| Metropolitan Opera | |||||||
| Lincoln Center Plaza | New York | NY | 10023 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Norton Museum of Art | |||||||
| 1451 S Dixie Hwy | W Palm Beach | FL | 33401 | N/A | PC | General & Capital Purposes, unless noted | $18,500 |
| Pave the Way Foundation | |||||||
| 395 Twin Lane South | Wantagh | NY | 11793 | N/A | PC | General & Capital Purposes, unless noted | $60,000 |
| White Plains Hospital Center | |||||||
| 41 East Post Road | White Plains | NY | 10601 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Hewlett-East Rockaway Jewish Center | |||||||
| 295 Main Street | East Rockaway | NY | 11518 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Jupiter Medical Center | |||||||
| 1210 S Old Dixie Hwy | Jupiter | FL | 33458 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Blythedale Children's Hospital | |||||||
| 95 Bradhurst Avenue | Valhalla | NY | 10595 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Central Park Conservancy | |||||||
| 14 East 60th Street | New York | NY | 10022 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| American Friends of Magen David Ado | |||||||
| 352 Seventh Ave-400 | New York | NY | 10001 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| ARS Nova | |||||||
| 511 West 54th Street | New York | NY | 10019 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Association of Israel Decorative Ar | |||||||
| 100 Worth Ave 713 | Palm Beach | FL | 33480 | N/A | PC | General & Capital Purposes, unless noted | $1,500 |
| Admiral's Cove Foundation | |||||||
| 200 Admirals Cove Blvd | Jupiter | FL | 33477 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Thoughline Artists Inc | |||||||
| 15 West 53rd Street | New York | NY | 10019 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Wildlife Conservation Society | |||||||
| 2300 Southern Blvd | Bronx | NY | 10460 | N/A | PC | General & Capital Purposes, unless noted | $1,500 |
| Children's Medical Center | |||||||
| 125 Community Drive | Great Neck | NY | 11021 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Central Synagogue | |||||||
| 123 E 55th St | New York | NY | 10022 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Birthright Israel Foundation | |||||||
| 500 Australian Ave-Ste 644 | W Palm Beach | FL | 33401 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Museum of Modern Art | |||||||
| 11 W 53rd Street | New York | NY | 10019 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| NYS Troopers PBA Signal 30 | |||||||
| 120 State Street | Albany | NY | 12207 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Westchester Jewish Community Servic | |||||||
| 845 North Broadway | White Plains | NY | 10603 | N/A | PC | General & Capital Purposes, unless noted | $3,500 |
| Centurion Foundation | |||||||
| 123 E 54th St | New York | NY | 10006 | N/A | PC | General & Capital Purposes, unless noted | $12,500 |
| Layayette College | |||||||
| 730 Sullivan Road | Easton | PA | 18042 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Trooper Foundation State of NY | |||||||
| 3 Airport Park Blvd | Latham | NY | 12110 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Our Space Inc | |||||||
| 464 Common Street | Belmont | MA | 02478 | N/A | PC | General & Capital Purposes, unless noted | $1,500 |
| Denizen Theater Inc | |||||||
| 10 Main Street- 501 | New Paltz | NY | 12561 | N/A | PC | General & Capital Purposes, unless noted | $20,000 |
| Jerusalem Foundation | |||||||
| 420 Lexington Ave 1645 | New York | NY | 10170 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Entertainment Community Fund | |||||||
| 729 7th Avenue | New York | NY | 10011 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Mohonk Preserve | |||||||
| 3197 Route 44 55 | Gardiner | NY | 12525 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Albert Einstein College of Medicine | |||||||
| 1300 Morris Park Avenue | Bronx | NY | 10461 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Huntington's Mens Chorus | |||||||
| PO Box 763 | Huntington | NY | 11743 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Vermont Adaptive | |||||||
| PO 139 | Killington | VT | 05751 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $396,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $198,915 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $89,242 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $288,157 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $288,157 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard Kandel | PersonNm |
| Short Explanation | Kandel & Company Management Services$30,000Kandel & CompanyAccounting and Tax Preparation$10,000 | ShortExplanationTxt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| ExplanationExplanationTxt |
|---|
| Neuberger Berman BD LLC |
| Broker Dealer in Securities- Investment Advisory |
| UBS Financial Services |
| Broker Dealer in Securities- Investment Advisory |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (80 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Apple Inc | $11,686 | $115,518 |
| Con Edison Co | $19,105 | $27,291 |
| Petroleo Brasileiro SA-A | $105,903 | $458,400 |
| Alphabet Inc | $45,883 | $181,597 |
| Alphabet Inc | $37,113 | $112,744 |
| Analog Devices Inc | $26,495 | $64,532 |
| Apple Inc | $20,691 | $144,398 |
| Boston Scientific Corp | $10,620 | $28,905 |
| Costco Wholesale Corp | $5,043 | $23,103 |
| McDonalds Corp | $28,007 | $66,715 |
| Microsoft Corp | $37,358 | $216,223 |
| RTX Corp | $31,254 | $42,070 |
| JP Morgan Chase | $63,911 | $127,575 |
| Macy's Inc | $945,436 | $1,006,000 |
| Meta Platforms Inc-CL A | $32,128 | $70,792 |
| Home Depot | $47,821 | $77,974 |
| Ametek Inc | $44,700 | $74,201 |
| Ashland Global Hldgs | $56,160 | $59,017 |
| Disney, Walt Co | $55,607 | $45,145 |
| General Dynamics Co | $17,333 | $25,967 |
| ICU Med Inc | $84,235 | $59,844 |
| L3 harris Technologies Inc | ||
| Lockheed Martin | $30,686 | $45,324 |
| Union Pacific | $79,702 | $92,107 |
| United Health Group Inc | $24,521 | $52,647 |
| Abbott Labs | ||
| Abbvie Inc | $25,266 | $46,491 |
| Amazon.Com | $51,215 | $79,769 |
| Amazon.Com | $9,070 | $15,194 |
| American Tower Corp | ||
| Bank of America Corp | $47,624 | $67,340 |
| Coca Cola | $51,381 | $58,930 |
| Danaher Corp | $72,245 | $92,536 |
| Danaher Corp | $19,666 | $23,134 |
| Fiserv Inc | $47,490 | $59,778 |
| Nexterra Energy Inc | $71,586 | $66,814 |
| Nvidia Corp | $14,785 | $74,283 |
| Palo Alto Networks Inc | ||
| Procter & Gamble Co | $69,010 | $80,597 |
| Qualcomm Inc | ||
| Tesla Inc | $23,164 | $55,908 |
| Visa Inc | $19,400 | $26,035 |
| Abbott Labs | ||
| Applied Materials | ||
| Astrazeneca ADR | $37,535 | $47,145 |
| Estabalisment Labs Hldgs | ||
| Keurig Dr Pepper Inc | ||
| Luminar Technologies Inc-CL A | ||
| Micron Technology Inc | ||
| Moderna Inc | ||
| Northrop Grumman Corp | $33,420 | $42,133 |
| TJX Companies | $33,102 | $46,905 |
| Adobe Systems Inc | $23,360 | $44,745 |
| Albemarie Corp | $23,102 | $14,448 |
| Amphenol Corp | $8,969 | $12,887 |
| Berkshire Hathaway Inc | $26,650 | $35,666 |
| Blackstone inc | ||
| Cooper Cos Inc | $86,771 | $94,610 |
| EOG Resources Inc | $21,000 | $21,166 |
| Linde PLC | $29,256 | $41,071 |
| Merck & Co Inc | $19,816 | $23,984 |
| Nike Inc CL B | $17,542 | $21,714 |
| Nvidia Corp | $30,086 | $37,141 |
| Pioneer Industries Inc | ||
| Target corp | ||
| Texas Instruments Inc | ||
| Viewray Inc | ||
| Visa Inc | $19,679 | $26,035 |
| Advanced Micro Devices Inc | $20,413 | $36,852 |
| Air Products & Chem | $59,059 | $54,760 |
| ASML Holding NV | $20,999 | $26,492 |
| Chevron corp | $79,425 | $74,580 |
| Cytokinetics inc | $21,095 | $41,745 |
| johnson & johnson | $54,022 | $54,859 |
| Keysight Technologies Inc | $27,087 | $23,864 |
| Keysight Technologies | $34,822 | $39,772 |
| Microsoft Corp | $26,137 | $37,604 |
| Nexterra Ebergy Inc | $22,722 | $18,222 |
| Progressive Corp | $13,859 | $15,928 |
| Veralto Corp | $2,570 | $2,715 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SPDR Gold Shrs ETF | AT COST | $32,332 | $57,351 |
| SPDR S&P Oil & Gas | AT COST | $34,871 | $34,638 |
| Vaneck Gold Miners | AT COST | $25,046 | $31,320 |
| Wisdomtree Floating Rate | AT COST | $100,696 | $100,480 |
| Energy Select Sector | AT COST | $17,971 | $16,768 |
| MSBNA Pfd savings | AT COST | $318,213 | $318,213 |
| MSPBNA Pfd Savings | AT COST | $317,873 | $317,873 |
| SPDR Bloomberg 1-3 Trea | AT COST | $45,765 | $45,695 |
| NB Crossroads Private Market | AT COST | $100,000 | $112,285 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Refund | CategoryTxt |
| Legal Fees | $10,429 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Bank & Wire Fees | $204 | $204 | |
| Bank Fees-Securities | $1,232 | $1,232 | |
| Filing Fee | $250 | $250 | |
| Publication | $2,394 | $2,394 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment & Custody Fees | CategoryTxt |
| Amt | $41,615 | Amt |
| Net Investment Income | $41,615 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax -2023 | CategoryTxt |
| Amt | $3,271 | Amt |
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