DIANE AND DARRYL MALLAH FAMILYFOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DIANE AND DARRYL MALLAH FAMILYFOUNDATION (EIN 20-8075586)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-03
- IRS object ID
- 202432479349100123
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-03T11:53:47-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORFMAN MIZRACH & THALER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 ROUTE ONE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | 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 | 208075586 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DIANE AND DARRYL MALLAH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DIANE AND DARRYL MALLAH | InCareOfNm |
| Business Name Control | DIAN | BusinessNameControlTxt |
| Phone | 5164578132 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 479 GREENBRIAR COURT | AddressLine1Txt |
| City | ROSLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115763071 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARRYL MALLAH | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7324041860 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01350299 | PTIN |
| Phone | 7324041860 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,847,499 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $593,366 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $593,366 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $593,366 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,544 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,341,447 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,544 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $603,910 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $603,910 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $593,366 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $3,500 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $5,750 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,750 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $5,750 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $26,405 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,405 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $26,405 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $35,655 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,655 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $35,655 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,120,030 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,120,030 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,155,685 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,655 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $35,655 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,120,030 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$551,775 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $568,255 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $557,711 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,391,314 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,960,296 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,960,296 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,971,680 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,884,005 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,972,298 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $249,852 | CorporateStockBOYAmt |
| Corporate Stock EOY | $249,852 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $415,425 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,480,284 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,684,414 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,565,404 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,334,735 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,097,523 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,934,076 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $20,427,865 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,876,090 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,847,499 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $20,427,865 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,876,090 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,427,865 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,876,090 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,427,865 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,876,090 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,427,865 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$551,775 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,876,090 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,876,090 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY #211079 | 2023-12-31 | $191,568 | $196,551 | -$4,928 | -$4,983 |
| FIDELITY #211087 | 2023-12-31 | $1,125,087 | $1,123,943 | -$9,320 | $1,144 |
| DRUG ROYALTIES OFFSHORE | $24,792 | $24,792 | $24,792 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,544 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,899 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,899 | SubtotalAmt |
| Tax Based On Investment Income | $7,899 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,440 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $13,440 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,541 | OverpaymentAmt |
| Applied To ES Tax | $5,541 | 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 | DIANE AND DARRYL MALLAH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5164578132 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 479 GREENBRIAR CT | AddressLine1Txt |
| City | ROSLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11576 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DIANE MALLAH | ||||||||
| 479 GREENBRIAR COURT | ROSLYN | NY | 11576 | DIRECTOR | 0 | $0 | $0 | $0 |
| DARRYL MALLAH | ||||||||
| 479 GREENBRIAR COURT | ROSLYN | NY | 11576 | DIRECTOR | 0 | $0 | $0 | $0 |
| MARTIN MAJOR | ||||||||
| 25 CHESTNUT HILL LANE | BRIARCLIFF MANOR | NY | 10510 | DIRECTOR | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,001,526 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,644,459 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,645,985 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,645,985 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $294,690 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,351,295 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $967,565 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $967,565 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,899 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,899 | TotalTaxAmt |
| Distributable Before Adj | $959,666 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $959,666 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $959,666 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,120,030 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,120,030 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $959,666 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,153 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $1,120,030 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,153 | AppliedToYear1Amt |
| Applied To Current Year | $959,666 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $148,211 | RemainingDistriFromCorpusAmt |
| Total Corpus | $148,211 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $148,211 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $148,211 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DARRYL DIANE MALLAH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE INN | |||||||
| 211 Fulton Ave | HEMPSTEAD | NY | 11550 | NONE | PC | 501(c)(3) | $67,000 |
| KAGENO | |||||||
| 261 Broadway Suite 10-D | NEW YORK | NY | 10007 | NONE | PC | 501(c)(3) | $3,200 |
| MEMORIAL SLOAN KETTERING | |||||||
| 1275 York Avenue | NEW YORK | NY | 10065 | NONE | PC | 501(c)(3) | $7,000 |
| NORTHWELL FOUNDATION | |||||||
| 2000 Marcus Avenue | NEW HYDE PARK | NY | 11042 | NONE | PC | 501(C)(3) | $300,000 |
| TEMPLE JUDEA OF MANHASSET | |||||||
| 333 Searingtown Rd | MANHASSET | NY | 11030 | NONE | PC | 501(c)(3) | $51,300 |
| WEILL CORNELL MEDICAL COLLEGE | |||||||
| 1300 York Ave | NEW YORK | NY | 10065 | NONE | PC | 501(c)(3) | $150,000 |
| NEW YORK PRESBYTARIAN HOSPITAL | |||||||
| 630 West 168th Street | NEW YORK | NY | 10032 | NONE | PC | 501(c)(3) | $75,000 |
| YOUNG ISRAEL OF HILLCREST | |||||||
| 16907 Jewel Ave | FLUSHING | NY | 11365 | NONE | PC | 501(c)(3) | $2,500 |
| NYU LANGONE | |||||||
| ONE PARK AVE 5TH FL | NEW YORK | NY | 10016 | NONE | PC | GENERAL PURPOSE | $203,500 |
| NATIONAL JEWISH HEALTH | |||||||
| 271 MADISON AVE 19TH FL | NEW YORK | NY | 10016 | NONE | PC | GENERAL PURPOSE | $5,000 |
| GARDEN CITY PARK FIRE | |||||||
| 333 MARCUS AVE | GARDEN CITY | NY | 11040 | NONE | PC | GENERAL PURPOSE | $200 |
| AEPI | |||||||
| 8815 WESLEYAN RD | INDIANAPOLIS | IN | 46268 | NONE | PC | GENERAL PURPOAE | $540 |
| FAIRVIEW HOSPITAL | |||||||
| 725 NORTH ST | PITTSFIELD | MA | 01201 | NONE | PC | GENERAL PURPOSE | $30,000 |
| MADD | |||||||
| 511 E JOHN CARPENTER FREEWAY | IRVING | TX | 75062 | NONE | PC | GENERAL PURPOSE | $525 |
| NJY CAMPS | |||||||
| 21 PLYMOUTH ST | FAIRFILED | NJ | 07004 | NONE | PC | GENERAL PURPOSE | $5,000 |
| CENTRAL SYNAGOGUE | |||||||
| 652 LEXINGTON AVE | NEW YORK | NY | 10022 | NONE | PC | GENERAL PURPOSE | $10,000 |
| DREAM FOUNDATION | |||||||
| 322 8TH AVENUE SUITE 202 | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $50,000 |
| TEAM USA | |||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | NONE | PC | GENERAL PURPOSE | $1,000 |
| GOULD FARM | |||||||
| 1000 GOULD ROAD | MONTEREY | MA | 01245 | NONE | PC | GENERAL PURPOSE | $1,000 |
| NORTH SHORE UNIVERSITY HOSPITAL | |||||||
| 300 COMMUNITY DR | MANHASSET | NY | 11030 | NONE | PC | GENERAL PURPOSE | $11,000 |
| PLAY FOR PINK | |||||||
| 28 WEST 44TH ST | NEW YORK | NY | 10036 | NONE | PC | GENERAL PURPOSE | $6,000 |
| ST JUDE | |||||||
| 220 E 42ND ST | NEW YORK | NY | 10017 | NONE | PC | GENERAL PURPOSE | $50 |
| TANGLEWOOD | |||||||
| 297 WEST ST | LENOX | MA | 01240 | NONE | PC | GENERAL PURPOSE | $5,000 |
| TEMPLE SINAI ROSLYN | |||||||
| 425 ROSLYN RD | ROSLYN HEIGHTS | NY | 11577 | NONE | PC | GENERAL PURPOSE | $50,000 |
| TOURETTE ASSOCIATION OF AMERICA | |||||||
| 42-40 BELL BOULEVARD | BAYSIDE | NY | 11361 | NONE | PC | GENERAL PURPOSE | $50,000 |
| UJA FEDERATION | |||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | NONE | PC | GENERAL PURPOSE | $35,000 |
| UNIVERSITY OF ROCHESTER | |||||||
| 300 EAST RIVER ROAD | ROCHESTER | NY | 14627 | NONE | PC | GENERAL PURPOSE | $150 |
| SISTERHOOD OF TEMPLE JUDEA | |||||||
| 24512 MOULTON PKWY | LAGUNA WOODS | CA | 92637 | NONE | PC | GENERAL PURPOSE | $65 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,120,030 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $593,366 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,544 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $603,910 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $603,910 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DRUG ROYALTIES OFFSHORE FUND | AT COST | $103,702 | $103,702 |
| MUTUAL FUNDS | $1,993,821 | $1,830,374 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $26,405 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $26,405 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $26,405 | AdjustedNetIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DRUG ROYALTIES FUND II LLC K-1 ROYALTIES | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FEDERAL TAXES | $5,000 | $5,000 | $5,000 |
| NYS DEPT OF LAW | $750 | $750 | $750 |
Comments