BEATRICE SNYDER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BEATRICE SNYDER FOUNDATION (EIN 22-3595071)
- Tax period
- 2022-06-01 to 2023-05-31
- Filed
- 2023-10-12
- IRS object ID
- 202342859349100349
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-12T21:00:46-05:00 | ReturnTs |
| Tax Period End | 2023-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 853808913 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOX AND ASSOCIATES CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 167 HIGH POND DRIVE | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223595071 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEATRICE SNYDER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ARTHUR V FOX CPA PC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEAT | BusinessNameControlTxt |
| Phone | 2123986628 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 167 HIGH POND DR | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BERYL SNYDER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2123986628 | PhoneNum |
| Signature | 2023-10-12 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BERYL | PersonFirstNm |
| Person Last | SNYDER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARTHUR V FOX | PreparerPersonNm |
| PTIN | P00560060 | PTIN |
| Phone | 2127526400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $31,010,822 | 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 | $20,159 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $143,351 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $143,351 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $316,029 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $316,029 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$446,641 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $141,540 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,411 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,411 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $42,309 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $468,791 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | 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 | $85,828 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $42,914 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $42,914 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $222,303 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $219,466 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,837 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $70,670 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,463 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $13,568 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $18,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $9,000 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $9,000 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $171,284 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $86,087 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $85,197 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $588,085 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $393,930 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $163,516 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,309,160 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,309,160 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,897,245 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $393,930 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,472,676 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,854,936 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,861 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,062,698 | CashBOYAmt |
| Cash EOY | $3,688,595 | CashEOYAmt |
| Cash EOYFMV | $3,688,595 | CashEOYFMVAmt |
| Corporate Stock BOY | $17,474,016 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,993,589 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,429,205 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,315,640 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,886,252 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,844,113 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,603,585 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,048,909 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,048,909 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,455,939 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,617,345 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,010,822 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $38,408,802 | CapitalStockBOYAmt |
| Capital Stock EOY | $38,425,144 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$9,952,863 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$11,807,799 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,455,939 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,617,345 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,455,939 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,617,345 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,455,939 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,854,936 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,342 | OtherIncreasesAmt |
| Subtotal | $26,617,345 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,617,345 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| GOLDMAN SACHS 84014 | $1,321 | -$1,321 | -$1,321 | ||
| GOLDMAN SACHS 84014 | $80,550 | $80,550 | $80,550 | ||
| GOLDMAN SACHS 1672 | $11,426 | $11,426 | $11,426 | ||
| GOLDMAN SACHS 1672 | $17,139 | $17,139 | $17,139 | ||
| GOLDMAN SACHS 1763 | $2,833 | -$2,833 | -$2,833 | ||
| GOLDMAN SACHS 1763 | $94,395 | -$94,395 | -$94,395 | ||
| GOLDMAN SACHS 3397 | $4,458 | -$4,458 | -$4,458 | ||
| GOLDMAN SACHS 3397 | $57,130 | -$57,130 | -$57,130 | ||
| GOLDMAN SACHS 4434 | $5,935 | -$5,935 | -$5,935 | ||
| GOLDMAN SACHS 4434 | $23,258 | -$23,258 | -$23,258 | ||
| GOLDMAN SACHS 4442 | $10,809 | -$10,809 | -$10,809 | ||
| GOLDMAN SACHS 4442 | $31,542 | -$31,542 | -$31,542 | ||
| JP MORGAN EDGEWOOD | $115,443 | -$115,443 | -$115,443 | ||
| JP MORGAN EDGEWOOD | $37,290 | -$37,290 | -$37,290 | ||
| NEW EDGE FQM-00748 (BSF II) | $10,600 | -$10,600 | -$10,600 | ||
| NEW EDGE FQM-00748 (BSF II) | $8,047 | $8,047 | $8,047 | ||
| NEW EDGE FQM-00747 | $15,957 | -$15,957 | -$15,957 | ||
| NEW EDGE FQM-00747 | $12,328 | -$12,328 | -$12,328 | ||
| NEW EDGE FQM-00749 (BSF II) | $11,350 | -$11,350 | -$11,350 | ||
| NEW EDGE FQM-00749 (BSF II) | $1,574 | -$1,574 | -$1,574 | ||
| NEW EDGE FQM-00755 | $55,519 | -$55,519 | -$55,519 | ||
| NEW EDGE FQM-00755 | $38,426 | -$38,426 | -$38,426 | ||
| NEW EDGE FQM-00751 | $14,844 | -$14,844 | -$14,844 | ||
| NEW EDGE FQM-00751 | $8,614 | -$8,614 | -$8,614 | ||
| NEW EDGE BSX-000509 | $72 | $72 | $72 | ||
| NEW EDGE BSX-000507 (BSF II) | $15,524 | $15,524 | $15,524 | ||
| NEW EDGE FQN-000127 (BSF II) | $2,128 | -$2,128 | -$2,128 | ||
| NEW EDGE FQN-000127 (BSF II) | $6,381 | $6,381 | $6,381 | ||
| NEW EDGE FQM-001146 | $20,106 | -$20,106 | -$20,106 | ||
| NEW EDGE FQM-001146 | $12,321 | -$12,321 | -$12,321 | ||
| JPM MEZZAINE PRIVATE INVESTORS OFFSHORE III | $2,401 | $2,401 | $2,401 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$446,641 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,041 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,041 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,041 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,132 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,132 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,091 | OverpaymentAmt |
| Applied To ES Tax | $18,091 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | 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 | ARTHUR V FOX CPA PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127526400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 LEXINGTON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10170 | 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 | 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BERYL L SNYDER | ||||||||
| 10 WEST 66TH STREET 9R | NEW YORK | NY | 10023 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BRIAN S SNYDER | ||||||||
| 1350 SIXTH AVENUE SUITE 3010 | NEW YORK | NY | 10019 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JAY T SNYDER | ||||||||
| 11 SUMMIT LANE | CARMEL | NY | 10512 | TRUSTEE | 0.00 | $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 | $27,078,389 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,375,647 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,454,036 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,454,036 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $471,811 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,982,225 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,549,111 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,549,111 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,041 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,041 | TotalTaxAmt |
| Distributable Before Adj | $1,548,070 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,548,070 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,548,070 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,472,676 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,472,676 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,548,070 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $111,740 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $61,280 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,291 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $95,689 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $280,000 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,472,676 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,472,676 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $75,394 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $75,394 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $204,606 | 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 | $36,346 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $168,260 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $61,280 | ExcessFromYear4Amt |
| Excess From Year3 | $11,291 | ExcessFromYear3Amt |
| Excess From Year1 | $95,689 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BERYL L SNYDER | ContributingManagerNm |
| Contributing Manager | BRIAN S SNYDER | ContributingManagerNm |
| Contributing Manager | JAY T SNYDER | ContributingManagerNm |
| 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 RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| BROADWAY CARES | ||||||||||
| 165 W 46TH ST SUITE 1300 | NEW YORK | NY | 10036 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $25,000 | ||||
| BROADWAY MALL ASSOCIATION | ||||||||||
| 2095 BROADWAY 403 | NEW YORK | NY | 10023 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $2,500 | ||||
| CLIMATE REALITY PROJECT | ||||||||||
| 750 9TH ST NW | WASHINGTON | DC | 20001 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $30,000 | ||||
| EVERYTOWN FOR GUN SAFETY | ||||||||||
| PO BOX 3086 | NEW YORK | NY | 10163 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $25,000 | ||||
| GEORGETOWN UNIVERSITY | ||||||||||
| 3700 O ST NW | WASHINGTON | DC | 20057 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $250,000 | ||||
| HUMAN RIGHTS CAMPAIGN | ||||||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $25,000 | ||||
| JP MORGAN CHASE FOUNDATION | ||||||||||
| 1 CHASE MANHATTAN PLAZA 59TH FLOOR | NEW YORK | NY | 10005 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $1,000 | ||||
| METROPOLITAN OPERA HOUSE | ||||||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $10,000 | ||||
| NATIONAL ALLIANCE FOR EATING DISORDERS | ||||||||||
| 4400 N CONGRESS AVE SUITE 100 | WEST PALM BEACH | FL | 33407 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $5,000 | ||||
| NEW YORK UNIVERSITY | ||||||||||
| 333 EAST 38TH ST | NEW YORK | NY | 10016 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $100,000 | ||||
| NEXT FOR AUTISM | ||||||||||
| 1430 BROADWAY 8TH FL | NEW YORK | NY | 10018 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $5,000 | ||||
| NYU MEDICAL CENTER | ||||||||||
| 333 EAST 38TH ST | NEW YORK | NY | 10016 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $125,000 | ||||
| PARK AVE ARMORY | ||||||||||
| 643 PARK AVE | NEW YORK | NY | 10065 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $45,000 | ||||
| PHILHARMONIC FOUNDATION | ||||||||||
| 10 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $13,600 | ||||
| RIVERSIDE HAWKS | ||||||||||
| 490 RIVERSIDE DR | NEW YORK | NY | 10027 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $15,000 | ||||
| ROUNDABOUT THEATRE NY- | ||||||||||
| 231 WEST 39TH STREET SUITE 1200 | NEW YORK | NY | 10018 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $140,060 | ||||
| STEPHEN WISE SYNAGOGUE | ||||||||||
| 30 W 68TH ST | NEW YORK | NY | 10023 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $25,000 | ||||
| THE CLINTON FOUNDATION | ||||||||||
| 1271 AVENUE OF THE AMERICAS 42ND FL | NEW YORK | NY | 10020 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $75,000 | ||||
| THE PUBLIC THEATER | ||||||||||
| 425 LAFAYETTE ST | NEW YORK | NY | 10003 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $50,000 | ||||
| US EDUCATION FUND | ||||||||||
| 3266 LOGAN ST | OAKLAND | CA | 94601 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $10,000 | ||||
| YOUNG PEOPLES CHORUS | ||||||||||
| 37 WEST 65TH STREET 2ND FLOOR | NEW YORK | NY | 10023 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $63,000 | ||||
| 24 HOUR PLAYS | ||||||||||
| 177 DWIGHT STREET | NEW YORK | NY | 11231 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $7,500 | ||||
| THE PUBLIC LIBRARY | ||||||||||
| 476 5TH AVENUE | NEW YORK | NY | 10018 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $25,000 | ||||
| UNIVERSITY OF VIRGINIA | ||||||||||
| 1827 UNIVERSITY AVENUE | CHARLOTTEVILLE | VA | 22904 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $25,000 | ||||
| UKRAINE RELIEF FUND | ||||||||||
| 311 WEST 43RD STREET | NEW YORK | NY | 10036 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $5,000 | ||||
| RESOLVE THE NATION | ||||||||||
| 1660 INTERNATIONAL DR SUTE 600 | MCLEAN | VA | 22102 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $5,000 | ||||
| 5 CAPITAL HISTORY | ||||||||||
| 200 MARYLAND AVE | WASHINGTON | DC | 20510 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $5,000 | ||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||||
| USC OFFICE OF THE PRESIDENT | LOS ANGELES | CA | 90007 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $5,000 | ||||
| SMILE FARMS | ||||||||||
| TWO JERICHO PLAZA | JERICHO | NY | 11753 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $1,000 | ||||
| NY THEATRE WORKSHOP | ||||||||||
| 79 EAST 4TH ST | NEW YORK | NY | 10003 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $10,000 | ||||
| NATIONAL GEOGRAPHIC | ||||||||||
| 1145 17TH STREET NW | WASHINGTON | DC | 20036 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $25,000 | ||||
| NY STEM CELL FOUNDATION | ||||||||||
| 619 W 54TH STREET | NEW YORK | NY | 10019 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $10,000 | ||||
| LA MAMA | ||||||||||
| 47 GREAT JONES ST | NEW YORK | NY | 10012 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $25,000 | ||||
| THE TONY BLAIR FOUNDATION | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $25,000 | ONE BARTHOLOMEW CLOSE | LONDON | UK | |||||
| POLAR EDUCATION FUND | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $61,000 | 12 CHEMIN FOSBERY | CHELSEA | CA | 60000 | ||||
| THE SKIN CANCER FOUNDATION | ||||||||||
| 205 LEXINGTON AVE | NEW YORK | NY | 10016 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $1,000 | ||||
| PHILLIP AND PATRICIA FROST MUSEUM OF SCIENCE | ||||||||||
| 1101 BISCAYNE BLVD | MIAMI | FL | 33132 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $25,000 | ||||
| HUNTER COLLEGE | ||||||||||
| 695 PARK AVENUE | NEW YORK | NY | 10065 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $2,500 | ||||
| JEWISH BRAILLE INSTITUTE | ||||||||||
| 1237 EAST 24TH ST | BROOKLYN | NY | 11210 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $1,000 | ||||
| THE SOCIETY OF MSK | ||||||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $5,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,309,160 | 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 | $143,351 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $316,029 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,411 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$446,641 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22,150 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,150 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | TO PROVIDE POSITIVE CASH FLOW FOR THE FOUNDATION CHARITABLE ENDEAVORS |
| 4 | TO PROVIDE POSITIVE CASH FLOW FOR THE FOUNDATION CHARITABLE ENDEAVORS |
| 7 | TO PROVIDE POSITIVE CASH FLOW FOR THE FOUNDATION CHARITABLE ENDEAVORS |
| 8 | TO PROVIDE POSITIVE CASH FLOW FOR THE FOUNDATION'S CHARITABLE ENDEAVOR |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| BERYL SNYDER | |||||||
| 1 | 10 WEST 66TH STREET 9R | NEW YORK | NY | 10023 | $10,016 | Yes (X) | Yes (X) |
| BERYL SNYDER | |||||||
| 2 | 10 WEST 66TH STREET 9R | NEW YORK | NY | 10023 | $10,143 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 38 SHARES OF QQQ STOCK | $10,016 | 2022-12-27 |
| 2 | 38 SHARES OF QQQ STOCK | $10,143 | 2022-12-28 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $20,000 | Amt |
| Net Investment Income | $10,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| New Edge FQM-00755 | $375,707 | $343,455 |
| GOLDMAN SACHS 4659 BONDS GOVT FIXED INC SECURITIES | $1,024,742 | $1,006,933 |
| NEW EDGE BSX 000507 BONDS (BSF II) | $987,752 | $994,090 |
| NEW EDGE BSX 000509 BONDS | $498,051 | $499,635 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS-STOCK | $2,662,332 | $3,660,433 |
| GOLDMAN SACHS-80554 | $1,029,287 | $2,039,528 |
| New Edge FQM-00757 | $768,054 | $1,268,682 |
| New Edge FQM-00755 | $753,539 | $874,024 |
| New Edge FQM-00753 | $1,072,012 | $1,614,844 |
| New Edge FQM-00751 | $865,033 | $1,087,508 |
| New Edge BSX-000509 | $2,053,486 | $1,551,913 |
| GOLDMAN SACHS 3397 STOCK ARISTOTLE | $1,920,657 | $1,902,743 |
| GOLDMAN SACHS 4442 STOCK JENNISON | $391,009 | $430,996 |
| MAXIM GROUP 2704 | $38,720 | $38,720 |
| NEW EDGE BSX 000507 STOCK (BSF II) | $593,584 | $301,947 |
| NEW EDGE FQN 000127 EQUITY (BSF II) | $206,188 | $259,841 |
| NEW EDGE FQM 001146 EQUITY | $495,827 | $477,130 |
| NEW EDGE FQM-000749 STOCK (BSF II) | $312,744 | $493,747 |
| NEW EDGE FQM-000748 EQUITY (BSF II) | $342,783 | $435,603 |
| GOLDMAN SACHS 4434 STOCK POEN DYN | $483,302 | $441,413 |
| JP MORGAN EDGEWOOD STOCK | $3,005,032 | $4,550,133 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JP MORGAN-HPS MEZZANINE PRIVATE INVESTORS | FMV | $1,125,476 | $1,125,476 |
| SEAVIEW MEZZANINE FUND | FMV | $200,000 | $200,000 |
| CAMELOT SECONDARY OPPORTUNITIES | FMV | $1,068,477 | $1,068,477 |
| PELION | FMV | $25,291 | $25,291 |
| SERIOUS EATS | FMV | $13,178 | $13,178 |
| JP MORGAN-HPS SENIOR CORE LENDING OFFSHORE | FMV | $357,422 | $357,422 |
| JP MORGAN ARES PCS PRIVATE INVESTORS | FMV | $259,065 | $259,065 |
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 |
|---|---|---|---|---|
| FILING FEE | $1,800 | $0 | $0 | $1,800 |
| PAYROLL PROCESSING | $4,636 | $2,318 | $0 | $2,318 |
| ACCRUED INTEREST | $2,466 | $2,466 | $0 | $0 |
| WORKERS COMP INSURANCE | $3,636 | $1,818 | $0 | $1,818 |
| OFFICE EXPENSE | $73 | $73 | $0 | $0 |
| HEALTH INSURANCE | $158,522 | $79,261 | $0 | $79,261 |
| EXPENSES FROM K-1 JPM HPS CORE SENIOR LENDING | $151 | $151 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| JPM MEZZANINE PRIVATE INVESTORS OFFSHORE III | $1,726 | $1,726 |
| GOLDMAN SACHS | $3,491 | $3,491 |
| NEW EDGE | $4,194 | $4,194 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT-SECURITIES | Desc |
| Amt | $16,342 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISORY-GOLDMAN | $84,319 | $84,319 | $0 | $0 |
| INVESTMENT ADVISORY-MORGAN STANLEY-8122 | $125 | $125 | $0 | $0 |
| MANAGEMENT FEES-BE FINANCIAL | $5,674 | $2,837 | $0 | $2,837 |
| JP MORGAN | $68,488 | $68,488 | $0 | $0 |
| NEW EDGE | $63,687 | $63,687 | $0 | $0 |
| MAXIM GROUP | $10 | $10 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ESTATE OF HAROLD SNYDER | |||
| 555 MADISON AVENUE | NEW YORK | NY | 10022 |
| JAY SNYDER | |||
| 555 MADISON AVENUE | NEW YORK | NY | 10022 |
| BERYL SNYDER | |||
| 555 MADISON AVENUE | NEW YORK | NY | 10022 |
| BRIAN SNYDER | |||
| 555 MADISON AVENUE | NEW YORK | NY | 10022 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX WITHHELD- GOLDMAN | $3,920 | $3,920 | $0 | $0 |
| FEDERAL EXCISE TAX | $30,639 | $0 | $0 | $0 |
| FOREIGN TAX WITHHELD- JP MORGAN | $496 | $496 | $0 | $0 |
| FOREIGN TAX WITHHELD- NEW EDGE | $2,051 | $2,051 | $0 | $0 |
| FOREIGN TAX WITHHELD | $6,428 | $6,428 | $0 | $0 |
| PAYROLL TAXES | $27,136 | $13,568 | $0 | $13,568 |
Comments