SPEKTOR FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SPEKTOR FAMILY FOUNDATION INC (EIN 13-6277982)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-14
- IRS object ID
- 202313189349100836
- 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
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T08:24:18-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341883473 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1065 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136277982 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPEKTOR FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPEK | BusinessNameControlTxt |
| Phone | 5164294618 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 FIFTH AVENUE 11TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLINE SPEKTOR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5164294618 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLINE | PersonFirstNm |
| Person Last | SPEKTOR | 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 | ADAM DAUBER | PreparerPersonNm |
| PTIN | P01706990 | PTIN |
| Phone | 2127905700 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $787,518 | 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 | $26,492 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,492 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,346 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,346 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$107,353 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $527,705 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$52,515 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,838 | 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 |
| Legal Fees Rev And Expnss | $19,416 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,708 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,708 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $16 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,224 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,974 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,656 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,698 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,958 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $138,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $138,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $173,656 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,698 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $154,958 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$226,171 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,140 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $93,834 | CashBOYAmt |
| Cash EOY | $25,573 | CashEOYAmt |
| Cash EOYFMV | $25,573 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,815 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,190 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,190 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,744,187 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $749,755 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $749,755 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $10,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,849,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $787,518 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $787,518 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,849,836 | CapitalStockBOYAmt |
| Capital Stock EOY | $787,518 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,849,836 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $787,518 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,849,836 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $787,518 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,849,836 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$226,171 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19,660 | OtherIncreasesAmt |
| Subtotal | $1,643,325 | SubtotalAmt |
| Other Decreases | $855,807 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $787,518 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (43 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 10,000 BEECH GROVE IN SCH BLDG | P | 2020-03-26 | 2022-11-30 | $8,895 | $10,393 | -$1,498 | -$1,498 |
| 25,000 BELL CA | P | 2020-07-07 | 2022-11-30 | $20,995 | $26,871 | -$5,876 | -$5,876 |
| 15,000 CLEARLAKE CA REDEV AGY | P | 2020-10-15 | 2022-11-30 | $12,295 | $16,308 | -$4,013 | -$4,013 |
| 15,000 COLORADO EDL & CULTURAL | P | 2020-11-12 | 2022-11-30 | $13,270 | $16,084 | -$2,814 | -$2,814 |
| 15,000 HOT SPRINGS AR | P | 2020-11-19 | 2022-11-30 | $11,020 | $16,033 | -$5,013 | -$5,013 |
| 25,000 INDIO CA JUDGEMENT | P | 2020-12-23 | 2022-11-30 | $21,245 | $27,116 | -$5,871 | -$5,871 |
| 5,000 KERN CA CMNTY CLLG DIST | P | 2020-12-01 | 2022-11-30 | $3,620 | $5,311 | -$1,691 | -$1,691 |
| 20,000 MASSACHUSETTS | P | 2020-10-06 | 2022-11-30 | $14,545 | $20,733 | -$6,188 | -$6,188 |
| 5,000 MASSACHUSETTS ST SCH | P | 2020-09-11 | 2022-11-30 | $3,820 | $5,378 | -$1,558 | -$1,558 |
| 10,000 MASSACHUSETTS ST WTR RES | P | 2020-09-11 | 2022-11-30 | $7,105 | $10,579 | -$3,474 | -$3,474 |
| 10,000 MONTGOMERY CNTY VA | P | 2020-10-13 | 2022-11-30 | $8,195 | $10,908 | -$2,713 | -$2,713 |
| 10,000 NEW YORK NY | P | 2020-03-20 | 2022-11-30 | $9,345 | $10,180 | -$835 | -$835 |
| 5,000 NEW YORK NY CITY TRANSL | P | 2020-09-10 | 2022-11-30 | $4,446 | $5,506 | -$1,060 | -$1,060 |
| 10,000 NEW YORK NY CITY TRANSL | P | 2020-09-10 | 2022-11-30 | $8,195 | $11,013 | -$2,818 | -$2,818 |
| 10,000 NEW YORK NY CITY TRANSL | P | 2020-04-30 | 2022-11-30 | $8,395 | $10,382 | -$1,987 | -$1,987 |
| 10,000 NEW YORK ST | P | 2020-04-07 | 2022-11-30 | $8,879 | $10,835 | -$1,956 | -$1,956 |
| 25,000 URBAN DEV CORP SER B | P | 2020-04-09 | 2022-11-30 | $22,196 | $27,088 | -$4,892 | -$4,892 |
| 40,000 PORT AUTH NY & NJ | P | 2019-10-03 | 2022-11-30 | $36,997 | $41,923 | -$4,926 | -$4,926 |
| 25,000 CONS 187TH SER 87TH SER | P | 2019-10-08 | 2022-11-30 | $23,123 | $26,203 | -$3,080 | -$3,080 |
| 5,000 PORT AUTH NY & NJ | P | 2019-11-11 | 2022-11-30 | $4,589 | $5,257 | -$668 | -$668 |
| 20,000 CONS 191 ST SER A REV B/E | P | 2020-06-04 | 2022-11-30 | $18,356 | $21,296 | -$2,940 | -$2,940 |
| 25,000 SACRAMENTO CA | P | 2019-05-03 | 2022-11-30 | $23,370 | $25,140 | -$1,770 | -$1,770 |
| 5,000 SEATTLE WA | P | 2020-12-07 | 2022-11-30 | $4,395 | $5,508 | -$1,113 | -$1,113 |
| 5,000 STANTON CA REDEV AGY REV | P | 2020-07-07 | 2022-11-30 | $4,095 | $5,343 | -$1,248 | -$1,248 |
| 20,000 TORRANCE CA | P | 2020-12-30 | 2022-11-30 | $15,295 | $20,979 | -$5,684 | -$5,684 |
| 25,000 TWENTYNINE PALMS CA REDV | P | 2019-11-06 | 2022-11-30 | $20,333 | $26,302 | -$5,969 | -$5,969 |
| 5,000 UNIVERSITY CA REV GEN | P | 2020-03-27 | 2022-11-30 | $4,408 | $5,046 | -$638 | -$638 |
| 10,000 UNIVERSITY CA | P | 2020-03-10 | 2022-11-30 | $8,745 | $10,439 | -$1,694 | -$1,694 |
| 10,000 UNIVERSITY MA | P | 2020-07-02 | 2022-11-30 | $7,395 | $10,694 | -$3,299 | -$3,299 |
| 25,000 UNIVERSITY NC | P | 2020-12-02 | 2022-11-30 | $20,758 | $28,734 | -$7,976 | -$7,976 |
| 15,000 WELLS FARGO BANK NA | P | 2020-03-03 | 2022-11-30 | $12,018 | $15,000 | -$2,982 | -$2,982 |
| 25,000 CALIFORNIA ST VARIOUS | P | 2019-10-23 | 2022-12-07 | $23,865 | $27,666 | -$3,801 | -$3,801 |
| 20,000 CARSON CA REDEV AGY | P | 2020-10-13 | 2022-12-14 | $19,395 | $21,539 | -$2,144 | -$2,144 |
| 10,000 ALASKA MUN BO BK AUTH | P | 2011-08-26 | 2023-05-01 | $10,646 | $10,486 | $160 | $160 |
| 25,000 COLORADO ST CTF PARTN B | P | 2011-08-05 | 2023-05-02 | $26,095 | $25,853 | $242 | $242 |
| 15,000 TUCSON AZ VVTR REV SVS | P | 2011-07-14 | 2023-06-21 | $15,012 | $15,329 | -$317 | -$317 |
| 11.056 NUVEEN | P | 2019-06-27 | 2023-06-21 | $200 | $238 | -$38 | -$38 |
| 38 BECTON DICKINSON & CO | P | 2022-12-15 | 2023-02-14 | $9,242 | $9,560 | -$318 | -$318 |
| 71 MARSH & MCLENNAN COS INC | P | 2022-12-15 | 2023-02-14 | $11,961 | $11,966 | -$5 | -$5 |
| 25 SMUCKER JM COMPANY NEW | P | 2022-12-15 | 2023-02-14 | $3,684 | $3,834 | -$150 | -$150 |
| 26 SMUCKER JM COMPANY NEW | P | 2022-12-15 | 2023-02-15 | $3,780 | $3,988 | -$208 | -$208 |
| 27 SMUCKER JM COMPANY NEW | P | 2022-12-15 | 2023-02-16 | $3,971 | $4,141 | -$170 | -$170 |
| 97 3M COMPANY | P | 2022-12-15 | 2023-06-06 | $9,516 | $11,876 | -$2,360 | -$2,360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$107,353 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $502 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $502 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $502 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,642 | 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 | $2,642 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,140 | OverpaymentAmt |
| Applied To ES Tax | $2,140 | 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 | CHARLINE SPEKTOR | IndividualWithBooksNm |
| Phone | 5164294618 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 FIFTH AVENUE 11TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLINE SPEKTOR | ||||||||
| 30 FIFTH AVENUE APT 11F | NEW YORK | NY | 10011 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| LILY NUSSBAUM | ||||||||
| 26 EAST 10TH STREET | NEW YORK | NY | 10003 | OFFICER | 1.00 | $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 | $1,028,765 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,589 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,127,354 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,127,354 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,910 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,110,444 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,522 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,522 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $502 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $502 | TotalTaxAmt |
| Distributable Before Adj | $55,020 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $55,020 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $55,020 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $154,958 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $154,958 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,020 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $107,845 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $176,729 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $50,113 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $94,075 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,105 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $441,867 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $154,958 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $55,020 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $99,938 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $541,805 | 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 | $107,845 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $433,960 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $176,729 | ExcessFromYear4Amt |
| Excess From Year3 | $50,113 | ExcessFromYear3Amt |
| Excess From Year2 | $94,075 | ExcessFromYear2Amt |
| Excess From Year1 | $13,105 | ExcessFromYear1Amt |
| Excess From Current Year | $99,938 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLINE SPEKTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 FIFTH AVENUE 11TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5164294618 | RecipientPhoneNum |
| Form And Info And Materials | BY LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN SYMPHONY ORCHESTRA INC | ||||||
| 1330 AVENUE OF THE AMERICASSTE 23A | NEW YORK | NY | 10019 | 501(C)(3) | SUPPORT OF ARTS | $20,000 |
| BROOKLYN ACADEMY OF MUSIC INC | ||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | 501(C)(3) | SUPPORT OF ARTS | $8,000 |
| BROOKLYN FRIENDS SCHOOL | ||||||
| 375 PEARL STREET | BROOKLYN | NY | 11201 | 501(C)(3) | EDUCATIONAL PROGRAMS | $10,000 |
| HIAS INC | ||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | 501(C)(3) | CHARITY | $20,000 |
| HOOF HAND PAW CONNECTION INC | ||||||
| 1933 NE 164TH ST | N MIAMI BEACH | FL | 33162 | 501(C)(3) | CHARITY | $10,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | 501(C)(3) | CHARITY | $25,000 |
| NEO-POLITICAL COWGIRLS | ||||||
| 236 OLD STONE HIGHWAY | EAST HAMPTON | NY | 11937 | 501(C)(3) | SUPPORT OF ARTS | $5,000 |
| NEW YORK PUBLIC RADIO - WQXR | ||||||
| 122 5TH AVENUE | NEW YORK | NY | 10011 | 501(C)(3) | SUPPORT OF ARTS | $10,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 220 E 42ND STREET | NEW YORK | NY | 10017 | 501(C)(3) | CHARITY | $10,000 |
| THE PUBLIC THEATER | ||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | 501(C)(3) | SUPPORT OF ARTS | $10,000 |
| WEST SIDE CAMPAIGN AGAINST HUNGER | ||||||
| 263 WEST 86TH STREET | NEW YORK | NY | 10024 | 501(C)(3) | CHARITY | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $138,000 | 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 | $26,492 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,346 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$107,353 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$52,515 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$52,515 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,000 | Amt |
| Net Investment Income | $7,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,000 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SPEKTOR FAMILY FOUNDATION INC 13-6277982 30 FIFTH AVENUE, 11TH FLOOR NEW YORK, NY 10011PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. SIGNED:_______________________________ DATE ______________ _______________________________ NAME AND TITLE | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | STIFEL, NICOLAUS | BondNm |
| EOY Book Value | $749,755 | EOYBookValueAmt |
| EOYFMV | $749,755 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | AXA FUND | StockNm |
| EOY Book Value | $2,190 | EOYBookValueAmt |
| EOYFMV | $2,190 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $19,416 | LegalFeesAmt |
| Net Investment Income | $9,708 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,708 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAINTING | Desc |
| BOY Book Value | $10,000 | BOYBookValueAmt |
| EOY Book Value | $10,000 | EOYBookValueAmt |
| EOYFMV | $10,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES TRANSFERRED OUT | Desc |
| Amt | $855,807 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $250 | $0 | $250 |
| INVESTMENT EXPENSE | $1,974 | $1,974 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN (LOSS) | Desc |
| Amt | $19,660 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $16 | Amt |
| Net Investment Income | $16 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments