FEIN ROSS FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FEIN ROSS FAMILY FOUNDATION (EIN 61-1616420)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-03
- IRS object ID
- 202340939349100609
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-03T11:27:50-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222747215 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODMANO'MALLEYROSAMILIAVOORMANFASS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 MALAPARDIS RD STE 104 | AddressLine1Txt |
| City | CEDAR KNOLLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079271121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611616420 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FEINROSS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MELINHILL CAPITAL LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FEIN | BusinessNameControlTxt |
| Phone | 9149247784 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 335 MADISON AVENUE NO 9 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDER B ROSS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2129163197 | PhoneNum |
| Signature | 2023-03-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SANDER B | PersonFirstNm |
| Person Last | ROSS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH ROSAMILIA CPA | PreparerPersonNm |
| PTIN | P00022984 | PTIN |
| Phone | 9735990999 | PhoneNum |
| Preparation | 2023-03-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $1,973,746 | 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 | $135,586 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $25,414 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,414 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $56,899 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,899 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $128,930 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,359,944 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $128,930 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,016 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $348,845 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $211,243 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,313 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,313 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,563 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,563 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $86,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $86,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $89,063 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $89,063 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $259,782 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $211,243 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $317,641 | CashBOYAmt |
| Cash EOY | $256,451 | CashEOYAmt |
| Cash EOYFMV | $256,451 | CashEOYFMVAmt |
| US Government Obligations EOY | $48,882 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $49,060 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,305,559 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,498,496 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,668,235 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,623,200 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,803,829 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,973,746 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $2,276 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $2,276 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,623,200 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,801,553 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,623,200 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,801,553 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,623,200 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,803,829 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,623,200 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $259,782 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,882,982 | SubtotalAmt |
| Other Decreases | $81,429 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,801,553 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES SCH ATT | P | 2022-01-01 | 2022-12-31 | $754,362 | $752,812 | $1,550 | $1,550 |
| PUBLICLY TRADED SECURITIES SCH ATT | P | 2021-12-31 | 2022-12-31 | $598,515 | $478,202 | $120,313 | $120,313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $128,930 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,550 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,936 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,936 | SubtotalAmt |
| Tax Based On Investment Income | $2,936 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $748 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $748 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $52 | EsPenaltyAmt |
| Tax Due | $2,240 | TaxDueAmt |
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 |
| 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 | SANDER B ROSS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9149247784 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 EAST 47TH STREET 18E | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| CAROL FEIN ROSS | ||||||||
| 240 EAST 47TH STREET 18E | NEW YORK | NY | 10017 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| SANDER B ROSS | ||||||||
| 240 EAST 47TH STREET 18E | NEW YORK | NY | 10017 | TREASURER | 2.00 | $0 | $0 | $0 |
| MELISSA F ROSS | ||||||||
| 1330 WEST AVE APT 2007 | MIAMI BEACH | FL | 33139 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LINDSEY ROSS NEIMAND | ||||||||
| 2 LEISURE FARM DRIVE | ARMONK | NY | 10504 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| HILLARY ROSS POSTERNAK | ||||||||
| 11 OAK LANE | SCARSDALE | NY | 10583 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,751,389 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $235,785 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,987,174 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,987,174 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,808 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,957,366 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $97,868 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $97,868 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,936 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,936 | TotalTaxAmt |
| Distributable Before Adj | $94,932 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $94,932 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $94,932 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $89,063 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $89,063 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,932 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $7,549 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $7,549 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $89,063 | QualifyingDistributionsAmt |
| Applied To Current Year | $89,063 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $5,869 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,869 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,680 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,680 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,680 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AJC GLOBAL JEWISH ADVOCACY | ||||||||
| 165 EAST 56 STREET | NEW YORK | NY | 10022 | PC | RELIGIOUS, COMMUNITY AND EDUCATIONAL | $25,000 | ||
| UJA FEDERATION OF NEW YORK | ||||||||
| 130 EAST 59TH STREET | NEW YPRK | NY | 10022 | PC | RELIGIOUS, COMMUNITY AND EDUCATIONAL | $5,000 | ||
| UNIVERSITY OF MASSACHUSETTS | ||||||||
| 388 NORTH PLEASANT STREET | AMHERST | MA | 01002 | PC | RELIGIOUS, COMMUNITY AND EDUCATIONAL | $12,000 | ||
| BYRAM HILLS EDUCATION FOUNDATION | ||||||||
| PO BOX 872 | ARMONK | NY | 10504 | PC | EXTEND EDUCATIONAL OPPORTUNITIES | $1,500 | ||
| AJC GLOBAL JEWISH ADVOCACY | ||||||||
| 165 EAST 56 STREET | NEW YORK | NY | 10022 | PC | RELIGIOUS, COMMUNITY AND EDUCATIONAL | $10,000 | ||
| UJA FEDERATION OF NEW YORK | ||||||||
| 130 EAST 59TH STREET | NEW YPRK | NY | 10022 | PC | RELIGIOUS, COMMUNITY AND EDUCATIONAL | $10,000 | ||
| BYRAM HILLS EDUCATION FOUNDATION | ||||||||
| PO BOX 872 | ARMONK | NY | 10504 | PC | EXTEND EDUCATIONAL OPPORTUNITIES | $1,500 | ||
| WORLD JEWISH CONGRESS | ||||||||
| 501 MADIOSN AVE | NEW YORK | NY | 10022 | PC | RELIGIOUS, COMMUNITY AND EDUCATIONAL | $2,000 | ||
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 33 EAST 33RD STREET | NEW YORK | NY | 10016 | PC | RELIGIOUS, COMMUNITY AND EDUCATIONAL | $1,500 | 7TH FLOOR | |
| PROJECT RENEWAL INC | ||||||||
| 200 VARICK STREET | NEW YORK | NY | 10014 | PC | RELIGIOUS, COMMUNITY AND EDUCATIONAL | $500 | ||
| STUDENT ADVOCACY | ||||||||
| 3 WEST MAIN STREET | NEW YORK | NY | 10523 | PC | ADVOCATE FOR STUDENT RIGHTS | $1,000 | SUITE 212 | |
| AMERICAN FOLK ART MUSUEM | ||||||||
| 2 LINCOLN SQUARE | NEW YORK | NY | 10023 | PC | APPRECIATION OF FOLK ART | $1,000 | ||
| SANCTUARY FOR FAMILIES | ||||||||
| WALL STREET STATION | NEW YORK | NY | 10268 | PC | AIDING VICTIMS OF ABUSE | $1,000 | ||
| UNIVERSITY OF PENNSYLVNIA | ||||||||
| 2929 WALNUT STREET | PHILADELPHIA | PA | 19104 | PC | LAW SCHOOL PROGRAMS | $2,500 | SUITE 300 | LAW SCHOOL |
| CORNELL UNIVERSITY | ||||||||
| 130 EAST SENECA STREET | ITHACA | NY | 14850 | PC | UNIVERSITY EDUCATION PROGRAMS | $10,000 | SUITE 400 | |
| THE NATIONAL MS SOCIETY | ||||||||
| 733 3RD AVENUE | NEW YORK | NY | 10017 | PC | PROGRAMS FOR MS AND RESEARCH | $500 | ||
| THE SMART RIDE | ||||||||
| 1314 EAST LAS OLAS BLVD | FORT LAUDERDALE | FL | 33301 | PC | RESEARCH FOR AIDS/HIV | $1,000 | SUITE 302 | |
| BROOKLYN LAW SCHOOL | ||||||||
| 250 JORALEMON STREET | BROOKLYN | NY | 11201 | PC | LAW SCHOOL PROGRAMS | $500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $86,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,414 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,899 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,067 | ExclusionAmt |
| Related Or Exempt Function Incm | $121,863 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTIONS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,016 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $91,396 | ExclusionAmt |
| Related Or Exempt Function Incm | $121,863 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $213,259 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SANDER B AND CAROL FEIN ROSS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 EAST 47TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $135,586 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 350 SHARES CUSHING MLP | $12,605 | 2022-11-15 |
| 1 | 1047 GOLDMAN SACKS MLP | $13,402 | 2022-12-21 |
| 1 | 2000 SHARES MILLER HOWARD HIGH | $21,220 | 2022-11-18 |
| 1 | CUSHING MLP | $13,616 | 2022-12-27 |
| 1 | 450 SHARES CUSHING MLP | $15,744 | 2022-11-23 |
| 1 | 3000 SHARES KAYNE ANDERSON EN | $27,227 | 2022-11-30 |
| 1 | 600 SHARES CONTER COAST BRKFLD | $10,692 | 2022-12-14 |
| 1 | 650 SHARES CUSHING MLP | $21,080 | 2022-12-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOODMAN O'MALLEY ROSAMILIA & VOO | CategoryTxt |
| Amt | $2,313 | Amt |
| Disbursements Charitable Prps | $2,313 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC | $49,166 | $164,015 |
| ADAMS DIVERSIFIED EQUITY | $24,142 | $20,356 |
| ADAMS NATURAL RESOURCES | ||
| ADVENT CLAYMORE CONV SEC | ||
| AGNC INVESTMENT 6.5% PFD | $230,237 | $212,823 |
| ARES CAPITAL CORP | $33,622 | $36,940 |
| ARES DYNAMIC CREDIT ALLO | $71,242 | $56,791 |
| BLACKROCK ENHCD CAPITL A | ||
| CENTRAL SECURITIES CF | $24,668 | $36,728 |
| CITIGROUP INC | ||
| CLEARBRIDGE MLP AMD MIDS | ||
| COHEN AND TEERS INFRAST | ||
| CUSHING MLP INFRA TOTAL | $31,976 | $62,105 |
| DELTA AIRLINES INC DEL | ||
| EAGLE POINT C 6.6875% PFD | $70,566 | $67,438 |
| EAGLE POINT CRE 6.75% PFD | $313,052 | $284,928 |
| EAGLE POINT CRE 7.75% PFD | ||
| EAGLE POINT CREDIT CF | $26,706 | $25,300 |
| EAGLE POINT INCOME COMPANY | $77,424 | $67,963 |
| EATON VANCE TAX ADVANTAGE | ||
| GOLDMAN SACHS MLP ENERGY | $6,623 | $13,381 |
| HIGHLAND GLOB ALLO NAV C | $10,573 | $9,420 |
| INTEL CORP | $25,204 | $34,465 |
| KAYNE ANDERSON ENERGY IN | $11,854 | $25,680 |
| KKR INCOME OPPORTUNITIES | $53,397 | $36,333 |
| MILLER HOWARD HIGH INCOME | $8,989 | $15,675 |
| OXFORD LANE MAN 6.75% PFD | $117,098 | $108,394 |
| PENNANTPARK CAP LTD | ||
| PIMCO DYNAMIC INCOME CF | ||
| ROYCE VALUE CF | $6,577 | $7,956 |
| SPDR S & P EFT | $258,038 | $305,944 |
| TOMPKINS FINL | ||
| TORTOISE MIDSTREAM ENERGY | ||
| VIRTUS DIVIN INT & PREM | $10,901 | $12,408 |
| WALT DISNEY CO | $8,782 | $34,752 |
| WARNER BROTHERS DISCOVER | $27,659 | $28,440 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $48,882 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $49,060 | USGovtObligationsEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN FMV AND DONOR'S ADJUSTED BASIS | Desc |
| Amt | $81,429 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| FILING FEE FOR NY CHAR 500 | $250 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $2,016 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPTIONS SHORT POSITION | Desc |
| EOY Book Value | $2,276 | EOYBookValueAmt |
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