FAY J LINDNER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FAY J LINDNER FOUNDATION (EIN 11-6043320)
- Tax period
- 2021-09-01 to 2022-08-31
- Filed
- 2023-07-13
- IRS object ID
- 202331949349100723
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-13T16:42:23-05:00 | ReturnTs |
| Tax Period End | 2022-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132907212 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRENDEL BROWN & WEISSMAN LLP CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 HILTON AVE - SUITE 222 | AddressLine1Txt |
| City | HEMPSTEAD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11550 | 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 | 116043320 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAY J LINDNER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FAYJ | BusinessNameControlTxt |
| Phone | 5162921330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1161 MEADOWBROOK ROAD | AddressLine1Txt |
| City | N MERRICK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11566 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT M GOLDBERG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5162921330 | PhoneNum |
| Signature | 2023-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | GOLDBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEROME ROTHSCHILD | PreparerPersonNm |
| PTIN | P01461383 | PTIN |
| Phone | 5164818766 | PhoneNum |
| Preparation | 2023-07-07 | 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 | $39,624,910 | 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 |
| Interest On Sav Rev And Expnss | $136,236 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $136,236 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $136,236 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $301,551 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $301,551 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $301,551 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,550,201 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,656,995 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,550,201 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$318,819 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$318,819 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$318,819 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,669,169 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,669,169 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $118,968 | 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 |
| Taxes Rev And Expnss | $48,703 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,849 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,849 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $247,013 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $247,013 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $174,019 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $295,716 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $249,862 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $176,868 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,686,114 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,686,114 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,981,830 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $249,862 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $176,868 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,686,114 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$312,661 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,419,307 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$46,581 | CashBOYAmt |
| Cash EOY | $63,766 | CashEOYAmt |
| Cash EOYFMV | $63,766 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $458,327 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $822,416 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $822,416 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $100,164 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $100,164 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $108,531 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,053,334 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,092,480 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,461,528 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $2,003,460 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $1,520,000 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $1,520,000 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,648,669 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,568,704 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,598,826 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,624,910 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $1,561,460 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $1,245,546 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $2,781,948 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,440,645 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,343,408 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,686,191 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $72,325 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $72,325 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,152,971 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,840,310 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,225,296 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,912,635 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,568,704 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,598,826 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,225,296 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$312,661 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,912,635 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,912,635 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY | P | $1,010,465 | $1,010,465 | $1,010,465 | |
| PARTNERSHIP PASS-THROUGH | P | $109,931 | $109,931 | $109,931 | |
| MERRILL LYNCH 4062 | P | $213,528 | $1,629 | $1,629 | $211,899 |
| MERRILL LYNCH 4058 | P | $4,323,071 | $428,176 | $428,176 | $3,894,895 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,550,201 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,550,201 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,728 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,728 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,728 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,961 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $44,961 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $99 | EsPenaltyAmt |
| Overpayment | $25,134 | OverpaymentAmt |
| Applied To ES Tax | $25,134 | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | OFFICE | IndividualWithBooksNm |
| Phone | 5162921330 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1161 MEADOWBROOK ROAD | AddressLine1Txt |
| City | N MERRICK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11566 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT GOLDBERG | ||||||||
| 1161 MEADOWBROOK ROAD | N MERRICK | NY | 11566 | PRESIDENT/DIRECTOR | 10.00 | $0 | $0 | $0 |
| ROBIN GOLDBERG | ||||||||
| 1161 MEADOWBROOK ROAD | N MERRICK | NY | 11566 | SECRETARY/DIRECTOR | 2.00 | $0 | $0 | $0 |
| DAVID GOLDBERG | ||||||||
| 1161 MEADOWBROOK ROAD | N MERRICK | NY | 11566 | DIRECTOR | 2.00 | $0 | $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 | $18,218,874 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $648,964 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $22,168,669 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,036,507 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,036,507 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $615,548 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,420,959 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,021,048 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,021,048 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,728 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,728 | TotalTaxAmt |
| Distributable Before Adj | $2,001,320 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,001,320 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,001,320 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,686,114 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $174,019 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $1,860,133 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,001,320 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $301,635 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $349,548 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $50,377 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $218,197 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $919,757 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,860,133 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,860,133 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $141,187 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $141,187 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $778,570 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $160,448 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $618,122 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $349,548 | ExcessFromYear4Amt |
| Excess From Year3 | $50,377 | ExcessFromYear3Amt |
| Excess From Year2 | $218,197 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCHEDULE ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1161 MEADOWBROOK ROAD | AddressLine1Txt |
| City | N MERRICK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11566 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | NOT FOR PROFIT | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE DONATION | GrantOrContributionPurposeTxt |
| Amt | $1,686,114 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,686,114 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136,236 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $301,551 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $115 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,550,201 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$318,934 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,669,169 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,669,169 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | FUNDED LOCAL CHARITIES | RelationshipStatementTxt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $14,092,480 | EOYBookValueAmt |
| EOYFMV | $16,461,528 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $100,164 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $108,531 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $20,648,669 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BROKERS FEES | $174,019 | $174,019 | $174,019 | $0 |
| INSURANCE | $1,682 | $1,682 | $0 | $0 |
| OFFICE | $1,351 | $1,351 | $0 | $0 |
| JOURNALS | $14,000 | $14,000 | $0 | $0 |
| OTHER PROFESSIONAL | $55,186 | $55,186 | $0 | $0 |
| BANK CHARGES | $25 | $25 | $0 | $0 |
| NYS FILING FEE | $750 | $750 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS | $115 | $115 | $115 |
| PARTNERSHIP INCOME | -$318,934 | -$318,934 | -$318,934 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY Book Value | $2,781,948 | BOYBookValueAmt |
| EOY Book Value | $3,440,645 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $40,000 | $0 | $0 | $0 |
| FOREIGN TAX | $2,849 | $2,849 | $2,849 | $0 |
| REAL ESTATE TAXES | $5,854 | $0 | $0 | $0 |
Comments