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SIMON AND EVE COLIN FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SIMON AND EVE COLIN FOUNDATION (EIN 11-2676434)
Tax period
2020-11-01 to 2021-10-31
Filed
2022-09-13
IRS object ID
202202569349100210
Schema version
2020v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-09-13T09:26:40-05:00ReturnTs
Tax Period End2021-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN872525370PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CITRIN COOPERMAN ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1709 WESTCHESTER AVENUEAddressLine1Txt
CityWHITE PLAINSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10604ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN112676434EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SIMON AND EVE COLIN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSIMOBusinessNameControlTxt
Phone5168696700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11520 NORTHERN BOULEVARDAddressLine1Txt
CityMANHASSETCityNm
State AbbreviationNYStateAbbreviationCd
ZIP110303006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFRED COLINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5168696700PhoneNum
Signature2022-09-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstFREDPersonFirstNm
Person LastCOLINPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHOWARD P KLEINPreparerPersonNm
PTINP01354169PTIN
Phone9149492990PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$40,889,454FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$401,150ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,037InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,037InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$265,314DividendsRevAndExpnssAmt
Dividends Net Invst Incm$265,314DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$787,640NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,468,966GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$787,640CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$414,608OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$414,608OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,870,749TotalRevAndExpnssAmt
Total Net Invst Incm$1,469,599TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$26,800LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$26,800LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$82,740OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$82,740OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,123TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,600TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,933OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,933OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$118,596TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$84,340TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$30,733TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,334,423ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,334,423ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,453,019TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$84,340TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,365,156TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$417,730ExcessRevenueOverExpensesAmt
Net Investment Income$1,385,259NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$655,817CashBOYAmt
Cash EOY$804,204CashEOYAmt
Cash EOYFMV$804,204CashEOYFMVAmt
US Government Obligations BOY$3,305,213USGovernmentObligationsBOYAmt
US Government Obligations EOY$597,875USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$597,912USGovtObligationsEOYFMVAmt
Corporate Stock BOY$11,682,633CorporateStockBOYAmt
Corporate Stock EOY$15,123,530CorporateStockEOYAmt
Corporate Stock EOYFMV$33,650,041CorporateStockEOYFMVAmt
Other Investments BOY$6,130,400OtherInvestmentsBOYAmt
Other Investments EOY$5,666,184OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,837,297OtherInvestmentsEOYFMVAmt
Total Assets BOY$21,774,063TotalAssetsBOYAmt
Total Assets EOY$22,191,793TotalAssetsEOYAmt
Total Assets EOYFMV$40,889,454TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$11,006,261CapitalStockBOYAmt
Capital Stock EOY$11,006,261CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$10,767,802RetainedEarningBOYAmt
Retained Earning EOY$11,185,532RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$21,774,063TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$22,191,793TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$21,774,063TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$22,191,793TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$21,774,063TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$417,730ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$22,191,793SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$22,191,793TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CITIBANK$421,098$282,311$138,787$138,787
SECURITIES SETTLEMENT$37$37$37
FIRST MANHATTAN$3,047,831$2,399,015$648,816$648,816
FieldValueIRS element (for citing)
Capital Gain Net Income$787,640CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$19,255InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$19,255SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$19,255TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$30,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$30,000TotalPaymentsAndCreditsAmt
Es Penalty$291EsPenaltyAmt
Overpayment$10,454OverpaymentAmt
Applied To ES Tax$10,454AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1TAXPAYERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5168696700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11520 NORTHERN BLVDAddressLine1Txt
CityMANHASSETCityNm
State AbbreviationNYStateAbbreviationCd
ZIP110303006ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FRED COLIN
1520 NORTHERN BOULEVARDMANHASSETNY11030DIRECTOR0.00$0$0$0
BARBARA F COLIN
1520 NORTHERN BOULEVARDMANHASSETNY11030DIRECTOR0.00$0$0$0
EVA USDAN
775 PARK AVENUENEW YORKNY10021DIRECTOR0.00$0$0$0
SAMUEL F COLIN
50 LAKE ROADRYENY10580DIRECTOR0.00$0$0$0
REBECCA COLIN
723 LAKE AVENUEGREENWICHCT06830DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$34,751,645AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$835,803AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$35,587,448TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$35,587,448AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$533,812CashDeemedCharitableAmt
Net Vl Noncharitable Assets$35,053,636NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,752,682MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,752,682MinimumInvestmentReturnAmt
Tax Based On Investment Income$19,255TaxBasedOnInvestmentIncomeAmt
Total Tax$19,255TotalTaxAmt
Distributable Before Adj$1,733,427DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,733,427DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,733,427DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,365,156ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,365,156QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,365,156AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,733,427DistributableAsAdjustedAmt
Undistributed Income PY$1,076,575UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,365,156QualifyingDistributionsAmt
Applied To Year1$1,076,575AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$288,581AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,444,846UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerFRED COLINContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonFRED COLINRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11520 NORTHERN BLVDAddressLine1Txt
CityMANHASSETCityNm
State AbbreviationNYStateAbbreviationCd
ZIP110303006ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5168696700RecipientPhoneNum
Form And Info And MaterialsNONEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
92ND STREET Y
1395 LEXINGTON AVENUENEW YORKNY10128PUBLICGENERAL CHARITABLE$93,815
AMERICAN CANCER SOCIETY
75 DAVIDS DRIVEHAUPPAUGENY11788PUBLICGENERAL CHARITABLE$3,000
AMERICAN ISRAEL EDUCATION FOUNDATION
251 H STREET NWWASHINGTONDC20001PUBLICGENERAL CHARITABLE$75,000
ANIMAL MEDICAL CENTER
510 EAST 62ND STREETNEW YORKNY10065PUBLICGENERAL CHARITABLE$166,500
ASPCA
424 EAST 92ND STREETNEW YORKNY101286804PUBLICGENERAL CHARITABLE$250
BRUCE AND MARSHA MOSKOWITZ FOUNDATION INC
223 SUNSET AVENUE SUITE 200PALM BEACHFL33480PUBLICGENERAL CHARITABLE$30,000
CAMP SUNSHINE
35 ACADIA ROADCASCOME04015PUBLICGENERAL CHARITABLE$1,000
CARE
PO BOX 1870MERRIFIELDVA221169646PUBLICGENERAL CHARITABLE$250
CLARK UNIVERSITY
950 MAIN STREETWORCESTERMA016101477PUBLICGENERAL CHARITABLE$50,000
COLUMBIA UNIVERSITY - MARY D'ALTON FUND
100 HAVEN AVENUE SUITE 29DNEW YORKNY10032PUBLICGENERAL CHARITABLE$60,000
DOCTORS WITHOUT BORDERS USA
PO BOX 5030HAGERSTOWNMD217415030PUBLICGENERAL CHARITABLE$1,500
DOROT
171 WEST 85TH STREETNEW YORKNY10024PUBLICGENERAL CHARITABLE$1,000
FRIENDS OF THE IDF
1430 BROADWAY SUITE 1301NEW YORKNY10018PUBLICGENERAL CHARITABLE$50,000
GLEN OAKS CLUB - PHILANTHROPIC FUND
PO BOX 249OLD WESTBURYNY11568PUBLICGENERAL CHARITABLE$750
GREENWICH TOWN PARTY INC
PO BOX 59GREENWICHCT06870PUBLICGENERAL CHARITABLE$1,000
GREENWICH COUNTRY DAY SCHOOL
401 OLD CHURCH ROADGREENWICHCT06830PUBLICGENERAL CHARITABLE$151,600
GREENWICH INTERNATIONAL FILM FESTIVAL
0 HORSENECK LANEGREENWICHCT06830PUBLICGENERAL CHARITABLE$5,000
IMPACT FAIRFIELD COUNTY
PO BOX 7666GREENWICHCT06836PCGENERAL CHARITABLE$1,000
ISLAND HARVEST
199 SECOND STREETMINEOLANY11501PCGENERAL CHARITABLE$3,600
LINCOLN CENTER FOR THE PERFORMING ARTS
70 LINCOLN CENTER PLAZANEW YORKNY10023PCGENERAL CHARITABLE$3,000
MEMORIAL SLOAN KETTERING CANCER CENTER
885 2ND AVENUE 8TH FLOORNEW YORKNY10017PCGENERAL CHARITABLE$100,000
MICHAEL J FOX FOUNDATION
498 SEVENTH AVENUE 18TH FLOORNEW YORKNY10065PCGENERAL CHARITABLE$25,000
MOUNT SINAI SCHOOL OF MEDICINE
ONE GUSTAVE L LEVY PLACENEW YORKNY100296574PCGENERAL CHARITABLE$30,000
MUSEUM OF MODERN ART
11 WEST 53RD STREETNEW YORKNY100195498PCGENERAL CHARITABLE$532
NATIONAL MULTIPLE SCLEROSIS SOCIETY
40 MARCUS DRIVE STE 100MELVILLENY11747PCGENERAL CHARITABLE$1,000
NYU LANGONE MEDICAL CENTER
24 WEST FOURTH STREET 4TH FLOORNEW YORKNY10012PCGENERAL CHARITABLE$10,000
NYU SCHOOL OF MEDICINE
550 FIFTH AVENUENEW YORKNY10016PCGENERAL CHARITABLE$10,000
NYU STERN BUSINESS SCHOOL
40 WEST FOURTH STREETNEW YORKNY10012PCGENERAL CHARITABLE$1,000
PREP FOR PREP
328 WEST 71ST STREETNEW YORKNY10023PCGENERAL CHARITABLE$2,000
RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS
701 OKEECHOBEE BLVDWEST PALM BEACHFL33401PCGENERAL CHARITABLE$1,500
RECONSTRUCTIONIST SYNAGOGUE OF THE NORTH SHORE
1001 PLANDOME ROADPLANDOMENY110301334PCGENERAL CHARITABLE$4,998
SOLOMON R GUGGENHEIM MUSEUM AND FOUNDATION
1071 FIFTH AVENUENEW YORKNY10128PCGENERAL CHARITABLE$140
ST FRANCIS HOSPITAL FOUNDATION
100 PORT WASHINGTON BLVDROSLYNNY11576PCGENERAL CHARITABLE$125,000
TEMPLE SHOLOM
300 E PUTNAM AVENUEGREENWICHCT06830GENERAL CHARITABLE$9,248
THE FRICK COLLECTION
1 EAST 70TH STREETNEW YORKNY100214907GENERAL CHARITABLE$130
THE JEWISH MUSEUM
1109 5TH AVENUENEW YORKNY10128GENERAL CHARITABLE$145
THE METROPOLITAN OPERA
1 LINCOLN CENTERNEW YORKNY10023PCGENERAL CHARITABLE$40,000
THE ROCKEFELLER UNIVERSITY
1230 YORK AVENUE BOX 164NEW YORKNY10065PCGENERAL CHARITABLE$2,000
UJA FEDERATION OF JEWISH PHILANTHROPIES OF NY INC
130 EAST 59TH STREETNEW YORKNY10022PCGENERAL CHARITABLE$15,600
UNITED STATES HOLOCAUST MEMORIAL MUSEUM
PO BOX 1566MERRIFIELDVA221169583PCGENERAL CHARITABLE$500
USDAN SUMMER CAMP FOR THE ARTS
185 COLONIAL SPRINGS ROADWHEATLEY HEIGHTSNY11798PCGENERAL CHARITABLE$20,000
WEILL CORNELL MEDICINE
1300 YORK AVENUE BOX 314NEW YORKNY10065PCGENERAL CHARITABLE$15,000
WESTPORT COUNTRY PLAYHOUSE
25 POWERS COURTWESTPORTCT06880PCGENERAL CHARITABLE$1,500
HADAR
PO BOX 2052 751 PALISADE AVETEANECKNJ07666PCGENERAL CHARITABLE$1,800
THE NATIONAL AUDUBON SOCIETY
225 VARICK ST - 7TH FLNEW YORKNY10014PCGENERAL CHARITABLE$115
THE NEW 42ND STREET INC
229 WEST 42ND ST - 10TH FLNEW YORKNY10036PCGENERAL CHARITABLE$2,500
ADOPT A DOG INC
23 COX AVEARMONKNY10504PCGENERAL CHARITABLE$1,000
NORTHWELL HEALTH FOUNDATION
2000 MARCUS AVENEW HYDE PARKNY11042PCGENERAL CHARITABLE$155,000
ALS THERAPY DEVELOPMENT INSTITUTE (ALS TDI)
480 ARSENAL STREET - STE 201WATERTOWNMA02472PCGENERAL CHARITABLE$2,000
THE BENNETT CANCER CENTER
3001 SUMMER ST - 2ND FLSTAMFORDCT06905PCGENERAL CHARITABLE$20,000
THE VISCARDI CENTER
201 I U WILLETS RDALBERTSONNY11507PCGENERAL CHARITABLE$10,000
WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STNEW YORKNY10014PCGENERAL CHARITABLE$300
FRIENDS OF THE HIGH LINE
820 WASHINGTON STNEW YORKNY10014PCGENERAL CHARITABLE$150
THE LEFFELL SCHOOL
555 W HARTSDALE AVEHARTSDALENY10530PCGENERAL CHARITABLE$20,000
TEATRO NUOVO
820 WEST END AVENEW YORKNY10025PCGENERAL CHARITABLE$2,500
SILVER SHIELD ASSOCIATION
870 UNITED NATIONS PLAZANEW YORKNY10017PCGENERAL CHARITABLE$5,000
MARIA FERERI CILDRENS HOSPITAL
100 WOODS ROADVALHALLANY10595PCGENERAL CHARITABLE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,334,423TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,037ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$265,314ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$414,608ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$787,640ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,469,599ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,469,599TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
FRED COLIN
11520 NORTHERN BLVDMANHASSETNY11030$161,561Yes (X)
EVA USDAN
2775 PARK AVENUENEW YORKNY10021$3,001Yes (X)
REBECCA COLIN
3723 LAKE AVENUEGREENWICHCT06830$126,661Yes (X)
SAMUEL F COLIN
450 LAKE ROADRYENY10580$109,927Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor4ContributorNum
Noncash Property1771 SH ONEFXNoncashPropertyDesc
Fair Market Value$109,927FairMarketValueAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
APPROACH RESOURCES INC$334,847$0
JPMORGAN CHASE & CO$49,673$150,353
CISCO SYSTEMS INC$62,426$180,959
WAL-MART STORES INC$100,210$224,130
STRYKER CORP$183,630$292,677
ROYAL DUTCH SHELL$238,821$310,394
LOWES COS$367,376$444,258
AMERICAN WATER WORKS CO., INC.$71,980$627,048
MCDONALD'S CORP$565,193$650,708
ALPHABET INC$244,480$655,356
THERMO FISHER SCIENTIFIC INC$490,007$667,889
AMAZON.COM INC.$665,603$687,976
VISA INC$173,426$690,392
FACEBOOK INC$380,736$703,765
UNITEDHEALTH GROUP$547,092$748,264
S&P GLOBAL INC$192,171$806,072
AUTOZONE INC$233,370$822,811
ORACLE CORP$350,068$825,084
COCA COLA COMPANY$731,208$844,376
NORTHROP GRUMMAN CORP$358,223$887,902
DANAHER CORP$264,608$997,664
VANGUARD S&P INDEX 500 ETF$924,204$1,004,741
BERKSHIRE HATHAWAY-CLASS B$508,471$1,007,692
APPLE INC.$199,649$1,546,015
EXXONMOBIL CORP.$1,205,221$1,879,640
MICROSOFT CORP$660,243$4,163,090
CITI MANAGED FUND$2,520,594$4,568,117
FIRST BIOMED LIMITED$2,500,000$7,262,668

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$547,875USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$547,912USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$50,000StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$50,000StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (12 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
SMSF, LLC (HEDGE FORUM)AT COST$11,259$0
HPS MEZZANINE PRIVATE INVESTORSAT COST$0$155,714
STARWOOD SOF IX PRIVATE INVESTORSAT COST$0$159,078
BEP PRIVATE INVESTORS LPAT COST$414,512$193,886
WEXFORD PARTNERS 10, L.P.AT COST$138,240$200,541
KKR ASIAN FUND II PRIVATE INVESTORS OFFSHORE, LPAT COST$87,266$202,182
BREP ASIA PRIVATEAT COST$0$207,262
CITI INVESTOR M/FAT COST$314,190$314,190
DEUTSCHEBANK M/FAT COST$551,958$551,958
FMC MM FUND # 1AT COST$685,355$685,355
HSBC MM FUNDAT COST$1,524,929$1,524,929
FIRST CHINA FUND LLCAT COST$1,938,475$1,642,202

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$26,800LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$26,800DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NYS FILING FEE$25$0$25
FILING FEES$3,908$0$3,908

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescINCOME/LOSS FROM PARTNERSHIPSDesc
Revenue And Expenses Per Books$414,608RevenueAndExpensesPerBooksAmt
Net Investment Income$414,608NetInvestmentIncomeAmt
Adjusted Net Income$414,608AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$82,740Amt
Net Investment Income$82,740NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX ON INVESTMENT INCOME$3,523$0$0
FOREIGN INCOME TAX WITHHELD$1,600$1,600$0

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