EBA FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EBA FOUNDATION (EIN 13-4098940)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349104400
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T12:08:21-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 562356978 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OGDEN CAP PROPERTIES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 MADISON AVENUE SUITE 600 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | 134098940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EBA FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | ABIGAIL BLACK ELBAUM TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EBAF | BusinessNameControlTxt |
| Phone | 2123392100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 MADISON AVENUE SUITE 600 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ABIGAIL BLACK ELBAUM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2123392100 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ABIGAIL | PersonFirstNm |
| Person Last | BLACK ELBAUM | 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) |
|---|---|---|
| PTIN | P01877591 | PTIN |
| Phone | 2123392100 | 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 | $5,832,015 | 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 | $750,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,221 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,221 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $70,322 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,322 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $177,165 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $386,301 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $177,165 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $999,708 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $249,708 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,562 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,508 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $44,247 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $44,247 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,809 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,755 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,323,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,323,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,385,459 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,755 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,323,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$385,751 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $203,953 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,765,547 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $279,960 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $279,960 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,883 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,329 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,329 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,151,498 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,164,060 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,866,984 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,784,818 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,383,913 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $417 | OtherAssetsBOYAmt |
| Other Assets EOY | $753 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $753 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,638,831 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,220,358 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,832,015 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $32,722 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $32,722 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,606,109 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,220,358 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,606,109 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,220,358 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,638,831 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,220,358 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,606,109 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$385,751 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,220,358 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,220,358 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,300 SHR OF ORGANON & CO | P | 2021-08-12 | 2022-03-03 | $50,045 | $43,992 | $6,053 | $6,053 |
| 200 SHR OF ALPHABET INC | P | 2011-03-17 | 2022-09-22 | $20,104 | $2,817 | $17,287 | $17,287 |
| 197.25 SHR OF ALPHABET INC | P | 2011-03-17 | 2022-09-22 | $19,828 | $2,787 | $17,041 | $17,041 |
| 2.75 SHR OF ALPHABET INC | P | 2011-04-25 | 2022-09-22 | $276 | $36 | $240 | $240 |
| 400 SHR OF ALPHABET INC/CA | P | 2011-03-17 | 2022-09-22 | $39,947 | $5,651 | $34,296 | $34,296 |
| 400 SHR OF AMAZON COM INC | P | 2014-04-17 | 2022-11-01 | $39,013 | $6,531 | $32,482 | $32,482 |
| 300 SHR OF J P MORGAN CHASE & CO | P | 2017-12-15 | 2022-01-14 | $47,328 | $31,864 | $15,464 | $15,464 |
| 1,000 SHR OF NEWMONT MINING CORP | P | 2014-11-24 | 2022-04-19 | $83,206 | $19,570 | $63,636 | $63,636 |
| 100 SHR OF ORGANON & CO | P | 2019-04-18 | 2022-03-03 | $3,850 | $3,447 | $403 | $403 |
| 8.36 SHR OF SYLVAMO CORP | P | 2011-05-20 | 2022-09-22 | $299 | $157 | $142 | $142 |
| 45.45 SHR OF SYLVAMO CORP | P | 2017-01-24 | 2022-09-22 | $1,625 | $1,523 | $102 | $102 |
| 18.18 SHR OF SYLVAMO CORP | P | 2017-11-17 | 2022-09-22 | $650 | $592 | $58 | $58 |
| 1,000 SHR OF VERIZON COMMUNICATIONS INC | P | 2010-12-14 | 2022-09-22 | $39,437 | $34,530 | $4,907 | $4,907 |
| 1,000 SHR OF VERIZON COMMUNICATIONS INC | P | 2019-01-29 | 2022-09-22 | $39,437 | $53,620 | -$14,183 | -$14,183 |
| 124 SHR OF VIATRIS INC | P | 2019-10-29 | 2022-03-03 | $1,255 | $2,019 | -$764 | -$764 |
| GAIN ON LITIGATION SETTLEMENTS | P | 2022-12-15 | $1 | $1 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $177,165 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,835 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,835 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,835 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,329 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,829 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,994 | OverpaymentAmt |
| Applied To ES Tax | $3,994 | 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 | FIONA LEE | IndividualWithBooksNm |
| Phone | 2123392100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O OGDEN CAP PROPERTIES 545 | AddressLine1Txt |
| Address Line2 | MADISON AVE 6TH FL | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ABIGAIL BLACK ELBAUM | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 MADISON AVENUE SUITE 600 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE-AS NEEDED | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $4,738,705 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $959,754 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,474 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,710,933 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,710,933 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,664 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,625,269 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $281,263 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $281,263 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,835 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,835 | TotalTaxAmt |
| Distributable Before Adj | $278,428 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $278,428 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $278,428 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,323,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,323,650 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $278,428 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $138,970 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $82,745 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $587,403 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $295,427 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $808,470 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,913,015 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,323,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $278,428 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,045,222 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,958,237 | 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 | $138,970 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,819,267 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $82,745 | ExcessFromYear4Amt |
| Excess From Year3 | $587,403 | ExcessFromYear3Amt |
| Excess From Year2 | $295,427 | ExcessFromYear2Amt |
| Excess From Year1 | $808,470 | ExcessFromYear1Amt |
| Excess From Current Year | $1,045,222 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ABIGAIL BLACK ELBAUM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CONGREGATION EMANU-EL OF THE CITY OF NEW YORK | ||||||
| ONE EAST SIXTY-FIFTH STREET | NEW YORK | NY | 10065 | PC | PUBLIC CHARITY | $135,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | ||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | PC | PUBLIC CHARITY | $750,000 |
| BARNARD COLLEGE | ||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | PC | PUBLIC CHARITY | $5,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | ||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | PC | PUBLIC CHARITY | $20,000 |
| YALE UNIVERSITY | ||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | PC | PUBLIC CHARITY | $10,000 |
| SCENIC HUDSON INC | ||||||
| ONE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 12601 | PC | PUBLIC CHARITY | $15,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | ||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | PC | PUBLIC CHARITY | $100,000 |
| CONGREGATION EMANU-EL OF THE CITY OF NEW YORK | ||||||
| ONE EAST SIXTY-FIFTH STREET | NEW YORK | NY | 10065 | PC | PUBLIC CHARITY | $18,000 |
| COLUMBIA GRAMMAR & PREPARATORY SCHOOL | ||||||
| 5 WEST 93RD STREET | NEW YORK | NY | 10025 | PC | PUBLIC CHARITY | $25,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | ||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | PC | PUBLIC CHARITY | $17,000 |
| THE ANIMAL MEDICAL CENTER | ||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | PC | PUBLIC CHARITY | $23,500 |
| THE CLIMATE REALITY PROJECT | ||||||
| 555 11TH STREET NW SUITE 601 | WASHINGTON | DC | 20004 | PC | PUBLIC CHARITY | $20,000 |
| SCENIC HUDSON INC | ||||||
| ONE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 12601 | PC | PUBLIC CHARITY | $15,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | ||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | PC | PUBLIC CHARITY | $22,400 |
| SECURING AMERICA'S FUTURE ENERGY FOUNDATION | ||||||
| 1111 19TH STREET NW NO 406 | WASHINGTON | DC | 20036 | PC | PUBLIC CHARITY | $10,000 |
| AMERICAN JEWISH COMMITTEE | ||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | PC | PUBLIC CHARITY | $50,000 |
| THE JED FOUNDATION | ||||||
| PO BOX 60174 | BROOKLYN | NY | 11206 | PC | PUBLIC CHARITY | $10,000 |
| COMMUNITY IMPACT | ||||||
| 105 EARL HALL - COLUMBIA UNIVERSITY | NEW YORK | NY | 10027 | PC | PUBLIC CHARITY | $2,500 |
| COLUMBIA BARNARD HILLEL INC | ||||||
| 606 WEST 115TH STREET 3RD FLOOR | NEW YORK | NY | 10025 | PC | PUBLIC CHARITY | $18,000 |
| NEIGHBORHOOD COALITION FOR SHELTER INC | ||||||
| 50 BROADWAY NO 1301 | NEW YORK | NY | 10004 | PC | PUBLIC CHARITY | $35,000 |
| SECURING AMERICA'S FUTURE ENERGY FOUNDATION | ||||||
| 1111 19TH STREET NW NO 406 | WASHINGTON | DC | 20036 | PC | PUBLIC CHARITY | $15,000 |
| CITY HARVEST INC | ||||||
| 6 EAST 32ND STREET 5TH FL | NEW YORK | NY | 10016 | PC | PUBLIC CHARITY | $500 |
| NORTH SHORE ANIMAL LEAGUE AMERICA INC | ||||||
| LEWYT STREET | PORT WASHINGTON | NY | 11050 | PC | PUBLIC CHARITY | $500 |
| THE HUMANE SOCIETY OF THE UNITED STATES | ||||||
| 1255 23RD STREET NW SUITE 450 | WASHINGTON | DC | 20037 | PC | PUBLIC CHARITY | $500 |
| THE UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | PC | PUBLIC CHARITY | $5,000 |
| WOMEN IN NEED INC | ||||||
| 1 STATE STREET 18TH FLOOR | NEW YORK | NY | 10004 | PC | PUBLIC CHARITY | $500 |
| SECOND CHANCES FOR BLIND DOGS FOUNDATION INC | ||||||
| 4335 VAN NUYS BLVD SUITE 190 | SHERMAN OAKS | CA | 91403 | PC | PUBLIC CHARITY | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,323,650 | 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 | $2,221 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,322 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $177,165 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $249,708 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $249,708 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIVIAN L MILSTEIN 2018 GST-EXEMPT DESCENDANTS' TRUST FOR CJM | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 MADISON AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $750,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $1,784,818 | EOYBookValueAmt |
| EOYFMV | $3,383,913 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,151,498 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,164,060 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDEND RECEIVABLE | $417 | $0 | $0 |
| INTEREST RECEIVABLE | $0 | $753 | $753 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $40 | $40 | $0 |
| INVESTMENT FEES | $44,207 | $44,207 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITY | Desc |
| BOY Book Value | $32,722 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $16,054 | $0 | $0 |
| FOREIGN TAX | $1,508 | $1,508 | $0 |
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