THE EDLOW FAMILY FUND INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE EDLOW FAMILY FUND INC (EIN 13-3190911)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2024-12-04
- IRS object ID
- 202413399349100401
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-04T00:09:37-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133190911 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Edlow Family Fund Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Kenneth L Edlow | InCareOfNm |
| Business Name Control | EDLO | BusinessNameControlTxt |
| Foreign Phone | 6463611731 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 EAST 85TH STREET APT 5 E | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kenneth L Edlow | PersonNm |
| Person Title | VP Secretary | PersonTitleTxt |
| Signature | 2024-12-04 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,083,605 | 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 |
| Interest On Sav Rev And Expnss | $0 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $0 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $0 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $620,174 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $620,174 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $620,174 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $0 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $0 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $0 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $0 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $801,838 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,574,026 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $801,838 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,422,012 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,422,012 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $620,174 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $0 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $0 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $0 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $0 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $0 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $921 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,921 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,070,180 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,070,180 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,098,101 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,070,180 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $323,911 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,422,012 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $620,174 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,433 | CashBOYAmt |
| Cash EOY | $10,666 | CashEOYAmt |
| Cash EOYFMV | $10,666 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $13,758 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Grants Receivable BOY | $0 | GrantsReceivableBOYAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,000,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Inventories BOY | $0 | InventoriesBOYAmt |
| Inventories EOY | $0 | InventoriesEOYAmt |
| Inventories EOYFMV | $0 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $13,510,659 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,743,793 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,054,550 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,072,939 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $0 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $0 | MortgageLoansEOYFMVAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $32,275,643 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,065,216 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,083,605 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,321,916 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,321,916 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $23,953,727 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,743,300 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,275,643 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,065,216 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,275,643 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,065,216 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,275,643 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $323,911 | ExcessRevenueOverExpensesAmt |
| Other Increases | $465,662 | OtherIncreasesAmt |
| Subtotal | $33,065,216 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $33,065,216 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 20,000 shares Gabelli Global Util Series B Preferred Stock | P | 2019-11-20 | 2024-06-28 | $1,000,000 | $0 | $1,008,219 | -$8,219 | -$8,219 | |||
| 300 shares General American Investors Series B Preferred Stock | P | 2020-06-03 | 2024-02-08 | $7,450 | $0 | $8,310 | -$860 | -$860 | |||
| 6114 Bancroft Fund Series A Preferred Stock | P | 2023-11-29 | 2024-03-04 | $143,782 | $0 | $135,758 | $8,024 | $8,024 | |||
| 20143 shares Ellsworth Growth & Income Series A Preferred | P | 2022-12-28 | 2024-09-13 | $478,021 | $0 | $454,817 | $23,204 | $23,204 | |||
| 1159 GDL Fund Series C Preferred Stock | P | 2023-04-21 | 2024-09-06 | $57,563 | $0 | $57,511 | $52 | $52 | |||
| 4664 Gabelli Dividend & Income Series K Preferred Stock | P | 2023-08-01 | 2024-09-25 | $94,458 | $0 | $92,887 | $1,571 | $1,571 | |||
| 1904 Gabelli Global Utility & Income Fund Series B Preferred Stock | P | 2020-09-11 | 2024-08-06 | $95,867 | $0 | $96,561 | -$694 | -$694 | |||
| 18000 Corning Inc common stock | P | 2024-06-18 | 2024-11-14 | $720,232 | $0 | $709,728 | $10,504 | $10,504 | |||
| 10917 Tri-Continental Corp. 5% Preferred Stock | P | 2019-12-26 | 2024-04-09 | $489,750 | $0 | $560,341 | -$70,591 | -$70,591 | |||
| 10500 shares Berkshire Hathaway Series B | P | 2024-05-14 | 2024-11-15 | $4,613,697 | $0 | $4,539,678 | $74,019 | $74,019 | |||
| Long-Term Capital Gain Distributions made by Closed-End Funds | P | 2020-01-02 | 2024-11-19 | $652,879 | $0 | $0 | $652,879 | $652,879 | |||
| 41500 shares Agnico Eagle Gold Mines | P | 2024-04-19 | 2024-11-15 | $2,869,067 | $0 | $2,823,711 | $45,356 | $45,356 | $0 | $0 | $0 |
| US Treasury Notes. various maturities | P | 2023-12-07 | 2024-09-05 | $1,676,423 | $0 | $1,643,461 | $32,962 | $32,962 | $0 | $0 | $0 |
| 1700 shares SPDR. S & P 500 Index symbol SPY | P | 2024-08-05 | 2024-11-15 | $895,150 | $0 | $878,356 | $16,794 | $16,794 | $0 | $0 | $0 |
| 42500 shares. Schlumberge | P | 2024-09-17 | 2024-11-15 | $1,779,687 | $0 | $1,762,850 | $16,837 | $16,837 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $801,838 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,766 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,766 | SubtotalAmt |
| Tax Based On Investment Income | $19,766 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Tax Due | $19,766 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | kedlow35e85@gmail.com | WebsiteAddressTxt |
| Individual With Books | Kenneth Edlow | IndividualWithBooksNm |
| Phone | 6463611731 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 East 85th Street | AddressLine1Txt |
| Address Line2 | Apt 5 E | AddressLine2Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Mary Edlow | ||||||||
| 35 East 85th Street | New York | NY | 10028 | President Secretary | 1.00 | $0 | $0 | $0 |
| Kenneth L Edlow | ||||||||
| 35 East 85th Street | New York | NY | 10028 | V.P. Treasurer | 3.00 | $0 | $0 | $0 |
| Elizabeth Fielding Edlow | ||||||||
| 554 Lillian Way | Los Angeles | CA | 90004 | Director | 0.00 | $0 | $0 | $0 |
| Brian L Edlow | ||||||||
| 242 Fuller Street | Newton | MA | 02465 | Director | 0.00 | $0 | $0 | $0 |
| Donald W Edlow | ||||||||
| 25 Evan Way | Pikesville | MD | 20910 | Director | 0.00 | $0 | $0 | $0 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,925,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $632,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,557,000 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,557,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $488,355 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,068,645 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,603,432 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,603,432 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,766 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $19,766 | TotalTaxAmt |
| Distributable Before Adj | $1,583,666 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,583,666 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,583,666 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,070,180 | 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 | $1,070,180 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,583,666 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,454,652 | UndistributedIncomePYAmt |
| Total For Prior Years | $301,037 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $34,296 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $34,296 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,070,180 | QualifyingDistributionsAmt |
| Applied To Year1 | $384,372 | AppliedToYear1Amt |
| Applied To Prior Years | $301,037 | AppliedToPriorYearsAmt |
| Applied To Current Year | $301,037 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $34,296 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $34,296 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $1,070,280 | Taxable2Amt |
| Undistributed Income CY | $1,248,333 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $34,296 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| The Sage School | ||||||||
| 171 Mechanic Street | Foxborough | MA | 02035 | No Relationship | 509a1 | To assist with its stated mission. | $20,000 | |
| Princeton University | ||||||||
| Gift Records | Princeton | NJ | 085403575 | No Relationship | 509a1 | To help it accomplish its stated mission. | $20,000 | PO Box 5357 |
| Central Park Conservancy | ||||||||
| 14 East 60th Street | New York | NY | 10022 | No Relationship | 509a1 | To help it accomplish its stated mission. | $25,000 | |
| NYU Langone Health | ||||||||
| 550 First Avenue | New York | NY | 10016 | No Relationship | 509a1 | To help it accomplish its stated mission. | $10,000 | |
| WNET --THIRTEEN | ||||||||
| 825 8th Avenue | NEW YORK | NY | 10019 | No Relationship | 509a1 | To help it achieve its stated mission | $5,000 | |
| Neuropsychoanalysis Foundation | ||||||||
| 58 East 63rd Street | New York | NY | 10006 | No Relationship | 509a1 | To further the accomplishment of its mission. | $20,000 | |
| American Skin Association | ||||||||
| 335 Madison Avenue | New York | NY | 10017 | No Relationship | 509a1 | To assist with its stated mission. | $10,000 | |
| American Friends of Magen David Ado | ||||||||
| 20 West 36th Street | New York | NY | 10018 | No Relationship | 509a1 | To assist with its stated mission. | $13,600 | |
| Feeding America | ||||||||
| PO BOX 96749 | Washington | DC | 200777764 | No Relationship | 509a1 | To help it accomplish its stated mission. | $5,000 | |
| Stecher and Horowitz Foundation | ||||||||
| 119 West 57th Street | New York | NC | 10019 | No Relationship | 509a1 | To help it in furtherance of its stated mission. | $1,000 | |
| Planned Parenthood of New York City | ||||||||
| 25 Bleeker Street | New York | NY | 10012 | No Relationship | 509a1 | To help it fulfill its stated mission. | $25,000 | |
| Foundation for SMFM | ||||||||
| 409 SW 12th Street | Washington | DC | 20024 | No Relationship | 509a1 | To help it accomplish its stated mission. | $10,000 | |
| Watts Community Core | ||||||||
| 1541 E 112th Street | Los Angeles | CA | 90059 | No Relationship | 509a1 | To help it accomplish its stated mission. | $5,000 | |
| GEFFEN PLAYHOUSE | ||||||||
| 10886 Le Conte Avenue | Los Angeles | CA | 90024 | No Relationship | 509a1 | To aid it in accomplishing its stated mission. | $5,000 | |
| Downtown Women's Center | ||||||||
| 442 San Pedro Street | Los Angeles | CA | 90013 | No Relationship | 509a1 | To help it accomplish its stated mission. | $2,000 | |
| Yale University | ||||||||
| 1 Prospect Street | New Haven | CT | 06511 | No Relationship | 509a1 | In furtherance of its stated mission. | $20,000 | |
| Planned Parenthood of Massachusetts | ||||||||
| 1055 Commonwealth Avenue | Boston | MA | 02215 | No Relationship | 509a1 | To help the organization achieve its stated mission. | $20,000 | |
| Doctors Without Borders | ||||||||
| PO Box 5023 | Hagerstown | MD | 21741 | No Relationship | 509a1 | To help it succeed in its stated missions objectives. | $2,500 | |
| Lincoln Center for Performing Arts | ||||||||
| Lincoln Center Plaza | New York | NY | 10023 | No Relationship | 509a1 | To help it accomplish its stated mission. | $3,000 | |
| NY Psychoanalytic Society Institute | ||||||||
| 237 East 82nd Steet | New York | NY | 10028 | No Relationship | 509a1 | To aid it in accomplishing its stated mission. | $10,000 | |
| Simmons University | ||||||||
| PO Box 200099 | Roxbury Crossing | MA | 021209989 | No Relationship | 509a1 | To help the university achieve its stated mission. | $10,000 | |
| Leukemia and Lymphoma Society | ||||||||
| 61 Broadway | New York | NY | 10006 | No Relationship | 509a1 | To help it accomplish its mission. | $1,000 | |
| University of Pennsylvania | ||||||||
| 2929 Walnut Street | Philadelphia | PA | 19104 | No Relationship | 509a1 | To provide funds to assist medical students with the tuition. | $50,000 | |
| National Psychological Association | ||||||||
| 40 West 13th Street | NEW YORK | NY | 10011 | No Relationship | 509a1 | To help it accomplish its stated mission. | $5,000 | |
| Alexandria House | ||||||||
| 426 S Alexandria Avenue | Los Angels | CA | 90021 | No Relationship | 509a2 | In furtherance of its stated mission. | $2,500 | |
| Associated Jewish Charities | ||||||||
| 101 West Mt Royal Avenue | Baltimore | MD | 21201 | No Relationship | 509a1 | To fulfill its stated mission | $2,500 | |
| Wilshire Boulevard Temple | ||||||||
| 3663 Wilshire Boulevard | Los Angeles | CA | 90010 | No Relationship | 509a1 | In furtherance of its stated mission | $5,280 | |
| Brooklyn Debate League | ||||||||
| 463 Linclon Place 234 | Brooklyn | NY | 11238 | No Relationship | 509a1 | To help it accomplish its stated mission. | $532 | |
| WattTime | ||||||||
| Wells Fargo Center | Oakland | CA | 94612 | No Relationship | 509a1 | To help in in furtherance of its mission. | $261 | 1901 Harrison Street |
| Red Sox Foundation | ||||||||
| P O Box 411217 | Boston | MA | 02241 | No Relationship | 509a1 | To help it accomplish its stated mission. | $2,500 | |
| Congregation Emanu-El of New York | ||||||||
| 1 East 65th Street | New York | NY | 10065 | No Relationship | 509a1 | To help it accomplish nits stated mission. | $3,900 | |
| Cystic Fibrosis Foundation | ||||||||
| 111 Littleton Road | Parsippany | NJ | 07054 | No Relationship | 509a1 | In order to accomplish its stated mission. | $1,200 | |
| New Yorkers for Children | ||||||||
| 450 Fashion Avenue | New York | NY | 10123 | No Relationship | 509a1 | To help it accomplish the stated mission of the organization. | $10,000 | |
| The Population Council | ||||||||
| Dag Hammershjold Place | NEW YORK | NY | 10017 | No Relationship | 509a1 | To help it accomplish its stated mission | $50,000 | |
| Columbia University Irving Medical | ||||||||
| 630 West 168th Street | New York | NY | 10032 | No Relationship | 509a1 | To help it accomplish its stated mission. | $25,000 | |
| Teachers College-Columbia Universit | ||||||||
| 525 West 120th Street | New York | NY | 10027 | No Relationship | 509a1 | To help it accomplish its stated mission. | $244,207 | |
| The Public Theater | ||||||||
| 425 Lafayette Street | NEW YORK | NY | 10003 | No Relationship | 509a1 | To assist it with accomplishing the Public Theaters mission. | $3,000 | |
| Cambodian American Foundation | ||||||||
| 788 Lexington Avenue | New York | NY | 10065 | No Relationship | 509a1 | To enable the organization to accomplish its mission. | $5,000 | |
| Baltimore Hebrew Congregation | ||||||||
| 7401 Park Heights Avenue | Baltimore | MD | 21208 | No Relationship | 509a1 | To help it further its stated mission. | $5,000 | |
| Baltimore Community Foundation | ||||||||
| P O Box 37422 | Baltimore | MD | 21298 | No Relationship | 509a1 | To assist with its stated mission. | $1,200 | |
| Dana Farber Cancer Institute | ||||||||
| 450 Brookline Avenue | Boston | MA | 02215 | No Relationship | 509a1 | To help it accomplishes stated mission. | $2,500 | |
| The Karsh Center - Wilson Blvd | ||||||||
| 3750 W 6th Street | Los Angeles | CA | 90020 | No Relationship | 509a1 | to assist it in accomplishing its stated mission. | $5,000 | |
| Friendly House | ||||||||
| 347 Normandie Avenue | Los Angeles | CA | 90020 | No Relationship | 509a1 | In furtherance of its stated mission. | $7,500 | |
| Brooke Jackman Foundation | ||||||||
| 1302 Royal Court | North Hills | NY | 11040 | No Relationship | 509a1 | In furtherance of its stated mission. | $1,000 | |
| New York Historical Society | ||||||||
| 170 Central Park West | NEW YORK | NY | 10028 | No Relationship | 509a1 | To help it achieve its stated mission. | $226,000 | |
| Wikimedia Foundation Inc | ||||||||
| P O Box 98204 | Washington | DC | 20090 | No Relationship | 509a1 | To help it accomplish its stated goal. | $1,000 | |
| Temple Beth Elohim | ||||||||
| 10 Bethel Road | Wellesley | MA | 02481 | No Relationship | 509a1 | To assist with the accomplishment of its stated mission. | $12,000 | |
| Stone Barns Center | ||||||||
| 630 Bedford Road | Polantico Hills | NY | 10591 | No Relationship | 509a1 | To help it accomplish its stated mission. | $100,000 | |
| Congregation Har Shalom | ||||||||
| 11510 Falls Road | Potomac | MD | 20854 | No Relationship | 509a1 | To accomplish its stated mission. | $5,000 | |
| Guttmacher Institute | ||||||||
| 125 Maiden Lane | New York | NY | 10038 | No Relationship | 509a1 | To help it accomplish its mission. | $10,000 | |
| New York Public Radio | ||||||||
| 160 Varick Street | NEW YORK | NY | 10013 | No Relationship | 509a1 | To help it achieve its stated mission. | $15,000 | |
| Pilgrim School | ||||||||
| 540 South Commonwealth Avenue | Los Angeles | CA | 90020 | No Relationship | 509a1 | To assist with its stated mission. | $10,000 | |
| New York Public Radio | ||||||||
| 160 Varick Street | NEW YORK | NY | 10013 | No Relationship | 509a1 | To help it accomplish its stated mission. | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,070,180 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (7 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
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 | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | TotalIncomeProducingActyAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | from 2022 | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 52,900 shares of Gabelli Global Small MidCap Value Fund Series B Preferred | $529,000 | $529,000 |
| 70,000 shares Gabelli Equity Trust Series N Preferred Stock | $7,000,000 | $7,000,000 |
| fidelity Treasury Money Market | $4,566,394 | $4,566,394 |
| 100 shares Agnico Eagle Gold Mine common stock | $3,655 | $5,979 |
| 5000 SPDR S & P 500 Index SPY | $1,967,546 | $1,974,750 |
| Preferred Stocks held in account at Fidelity | $18,987,955 | $18,996,816 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $13,510,659 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXPRESS 990 TAX RETURN PREPARATION | $171 | $0 | $0 | $0 |
| New York State Charities Bureau | $750 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | This adjustment is the result of changes in the portfolio over a few years that were booed in error | Desc |
| Amt | $465,662 | Amt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jonathan Kagan | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $0 | BalanceDueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise taxes paid to US Treasury | CategoryTxt |
| Amt | $27,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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