THE@DAVID HIMELBERG FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE@DAVID HIMELBERG FOUNDATION (EIN 13-7200887)
- Tax period
- 2021-09-01 to 2022-08-31
- Filed
- 2023-04-16
- IRS object ID
- 202331069349100308
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-16T11:44:12-05:00 | ReturnTs |
| Tax Period End | 2022-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137200887 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID HIMELBERG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 2122970400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | COHNREZNICK 1301 AVE OF AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORMAN HIMELBERG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2122970400 | PhoneNum |
| Signature | 2023-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NORMAN | PersonFirstNm |
| Person Last | HIMELBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA KIELCZEWSKI | PreparerPersonNm |
| PTIN | P00740769 | PTIN |
| Phone | 2122970400 | PhoneNum |
| Preparation | 2023-04-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,115,103 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $128,905 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $128,905 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $664,676 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,948,711 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $664,676 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $23 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $23 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $793,604 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $793,604 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $107,695 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $99,995 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,700 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,370 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,685 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,685 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,033 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $328 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,267 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,352 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $915 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $122,365 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $106,360 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,300 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $621,927 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $621,927 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $744,292 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $106,360 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $634,227 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $49,312 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $687,244 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,807,517 | CashBOYAmt |
| Cash EOY | $3,446,728 | CashEOYAmt |
| Cash EOYFMV | $3,446,728 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,261,303 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,594,785 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,668,375 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,068,820 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,041,513 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,115,103 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,068,820 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,041,513 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,068,820 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,041,513 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,068,820 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,041,513 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,068,820 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $49,312 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,118,132 | SubtotalAmt |
| Other Decreases | $76,619 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,041,513 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,948,711 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,284,035 | CostOrOtherBasisAmt |
| Gain Or Loss | $664,676 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $664,676 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $664,676 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,553 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,553 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,553 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $120 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $14,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,120 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $223 | EsPenaltyAmt |
| Overpayment | $4,344 | OverpaymentAmt |
| Applied To ES Tax | $4,344 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORMAN HIMELBERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122970400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | COHNREZNICK 1301 AVENUE OF THE | AddressLine1Txt |
| Address Line2 | AMERICAS 10TH FL | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| NORMAN HIMELBERG | |||||||||
| COHNREZNICK 1301 AVENUE OF THE | AMERICAS 10TH FL | NEW YORK | NY | 10019 | TRUSTEE | 40.00 | $99,995 | $0 | $0 |
| RACHAEL S BROOKS | |||||||||
| COHNREZNICK 1301 AVENUE OF THE | AMERICAS 10TH FL | NEW YORK | NY | 10019 | OUTGOING DIRECTOR | 5.00 | $900 | $0 | $0 |
| ANNE R KASNER | |||||||||
| COHNREZNICK 1301 AVENUE OF THE | AMERICAS 10TH FL | NEW YORK | NY | 10019 | DIRECTOR | 4.00 | $6,800 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,449,368 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,258,551 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,707,919 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,707,919 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $205,619 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,502,300 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $675,115 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $675,115 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,553 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,553 | TotalTaxAmt |
| Distributable Before Adj | $665,562 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $665,562 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $665,562 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $634,227 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $634,227 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $665,562 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $582,398 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $634,227 | QualifyingDistributionsAmt |
| Applied To Year1 | $582,398 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51,829 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $613,733 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALZEIMER'S ASSOCIATION | |||||||
| 245 WATERMAN ST 306 | PROVIDENCE | RI | 02906 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $500 | |
| AMERICAN COMMITTEE FOR SHAARE ZEDEK MEDICAL CENTER IN ISRAEL | |||||||
| 1040 AVENUE OF THE AMERICAS 23RD | NEW YORK | NY | 10018 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $50,000 | FLOOR |
| AMERICAN FRIENDS OF MAGEEN DAVID ADOM | |||||||
| 20 W 36TH ST | NEW YORK | NY | 10018 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $200,000 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 752315129 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $1,000 | |
| AMERICAN TECHNION SOCIETY | |||||||
| 55 EAST 59TH ST | NEW YORK | NY | 10022 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $9,000 | |
| ANTI DEFAMATION LEAGUE | |||||||
| 40 COURT ST 12 | BOSTON | MA | 02108 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $2,000 | |
| BOYS TOWN JERUSALEM | |||||||
| 209 W 29TH SUITE 6250 | NEW YORK | NY | 10001 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $3,000 | |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $500 | |
| FIDELITY CHARITABLE | |||||||
| SEAPORT BOULEVARD | BOSTON | MA | 02210 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $159,902 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $4,000 | |
| FRIENDS OF YAD SARAH | |||||||
| 445 PARK AVE 1702 | NEW YORK | NY | 10022 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $7,000 | |
| HABITAT FOR HUMANITY | |||||||
| 8380 COLESVILLE ROAD SUITE 700 | SILVER SPRING | MD | 20910 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $3,000 | |
| HADASSAH HOSPITAL IN ISRAEL | |||||||
| 40 WALL ST | NEW YORK | NY | 10005 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $1,000 | |
| HIAS INC | |||||||
| 1300 SPRING STREET | SILVER SPRING | MD | 20910 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $9,000 | |
| JEWISH BROADCASTING SERVICE | |||||||
| JBS PO BOX 360 | STAMFORD | CT | 06904 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $12,000 | |
| JEWISH FOUNDATION FOR GROUP HOMES MAKOM | |||||||
| 1500 EAST JEFFERSON STREET | ROCKVILLE | MD | 20852 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $3,000 | |
| JEWISH PARTISONS EDUCATIONAL FOUNDATIONS | |||||||
| 2245 POST STSUITE 204 | SAN FRANCISCO | CA | 94115 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 | |
| LIGHTHOUSE GUILD | |||||||
| 250 W 64TH ST | NEW YORK | NY | 10023 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $9,000 | |
| MAKE A WISH AMERICA | |||||||
| 133 FEDERAL ST 2ND FLOOR | BOSTON | MA | 02110 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $2,000 | |
| MACULAR DEGENERATION ASSOCIATION | |||||||
| 5969 CATTLERIDGE BLVD | SARASOTA | FL | 34232 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $3,000 | |
| MUSEUM OF JEWISH HERITAGE | |||||||
| 36 BATTERY PL | NEW YORK | NY | 10280 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $1,000 | |
| NATIONAL AUDUBOW SOCIETY | |||||||
| 2000 MAIN ST | MARSHFIELD | MA | 02050 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $25 | |
| NATIONAL FOUNDATION FOR INFECTIOUS DISEASES | |||||||
| 7201 WISCONSIN AVENUE SUITE 750 | BETHESDA | MD | 20814 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 | |
| NATIONAL GLAUCOMA RESEARCH | |||||||
| 251 POST ST STE 600 | SAN FRANCISCO | CA | 941085017 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $4,000 | |
| NATIONAL JEWISH OUTREACH PROGRAM | |||||||
| 1345 6TH AVE 2ND FLOOR | NEW YORK | NY | 10105 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $3,000 | |
| NEW YORK UNIVERSITY STERN BUSINESS SCHOOL | |||||||
| 25 WEST 4TH STREET 4TH FLOOR | NEW YORK | NY | 10012 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 | |
| PARKINSON'S FOUNDATION | |||||||
| 3604 LOCHEARN DR | GWYNN OAK | MD | 21207 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $1,000 | |
| RABBINICAL SEMINARY OF AMERICA | |||||||
| 76-01 147TH ST | FLUSHING | NY | 11367 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $500 | |
| SANSUM DIABETES RESEARCH INSTITUTE | |||||||
| 2219 BATH ST | SANTA BARBARA | CA | 93105 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $3,000 | |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 3551 N BROAD ST | PHILADELPHIA | PA | 19140 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 | |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 S ROXBURY DR | LOS ANGELES | CA | 90035 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $3,000 | |
| SPECIAL OLYMPICS NEW YORK | |||||||
| 94 NEW KARNER RD | ALBANY | NY | 12203 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $500 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 | |
| THE BLUE CARD INC | |||||||
| 171 MADISON AVE STE 1405 | NEW YORK | NY | 10016 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $7,000 | |
| THE HEBREW FREE BURIAL ASSOCIATION | |||||||
| 125 MAIDEN LANE UNIT 5B | NEW YORK | NY | 10038 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $7,000 | |
| THE LUSTGARTEN FOUNDATION | |||||||
| 415 CROSSWAYS PARK DRIVE | WOODBURY | NY | 11797 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $4,000 | |
| THE SALVATION ARMY NEW YORK DIVISION | |||||||
| 120 W 14TH ST | NEW YORK | NY | 10011 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $2,000 | |
| UJA FEDERATION OF NEW YORK | |||||||
| 30 EAST 59TH STREET | NEW YORK | NY | 10018 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $12,000 | |
| UNITED HATZALAH | |||||||
| 442 FIFTH AVE | NEW YORK | NY | 10018 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $52,000 | |
| WORLD JEWISH CONGRESS | |||||||
| 501 MADISON AVE | NEW YORK | NY | 10020 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $621,927 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $128,905 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $23 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $664,676 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $793,604 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $793,604 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COHNREZNICK | CategoryTxt |
| Amt | $7,370 | Amt |
| Net Investment Income | $3,685 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,685 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $5,594,785 | EOYBookValueAmt |
| EOYFMV | $8,668,375 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE ON DONATED STOCK | Desc |
| Amt | $76,619 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $48 | $0 | $48 |
| NYS FILING FEE | $750 | $0 | $750 |
| INVESTMENT RESEARCH | $2,352 | $2,352 | $0 |
| OTHER | $117 | $0 | $117 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIDELITY | Desc |
| Revenue And Expenses Per Books | $23 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $23 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $23 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $328 | $328 | $0 |
| EXCISE TAX | $3,705 | $0 | $0 |
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