THE EDLOW FAMILY FUND INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE EDLOW FAMILY FUND INC (EIN 13-3190911)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2023-12-04
- IRS object ID
- 202303409349100300
- Schema version
- 2022v5.0
- Note
- A later return for the same period supersedes this one.
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-12-04T04:05:45-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133190911 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Edlow Family Fund Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Kenneth L Edlow | InCareOfNm |
| Business Name Control | EDLO | BusinessNameControlTxt |
| Foreign Phone | 6463611731 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 EAST 85TH STREET APT 5 E | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kenneth L Edlow | PersonNm |
| Person Title | VP Secretary | PersonTitleTxt |
| Signature | 2023-12-04 | SignatureDt |
| 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 | $31,779,575 | 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 | $943,502 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $31,617 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31,617 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $31,617 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $554,846 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $554,846 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $554,846 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $0 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $0 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $0 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $0 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $283,245 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,560,247 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $283,245 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,813,210 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $869,708 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $586,463 | 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 | $0 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $0 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $170 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $170 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $170 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $170 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $120 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $120 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $120 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $120 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,000 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $20,000 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $0 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $0 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $0 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,083 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,083 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,373 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,373 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $20,290 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $290 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,675,495 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,675,495 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,708,868 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,373 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $20,290 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,675,785 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $104,342 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $836,335 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $566,173 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,845 | CashBOYAmt |
| Cash EOY | $7,433 | CashEOYAmt |
| Cash EOYFMV | $7,433 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $0 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,758 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,758 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $0 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $0 | PledgesRcvblAmt |
| Pledges Rcvbl Allwnc Dbtfl Acct | $0 | PledgesRcvblAllwncDbtflAcctAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Grants Receivable BOY | $0 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $0 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $0 | GrantsReceivableEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl | $1,000,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,000,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,000,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,000,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Inventories EOY | $0 | InventoriesEOYAmt |
| Inventories EOYFMV | $0 | InventoriesEOYFMVAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $13,391,134 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $13,510,659 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $29,808,855 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,863,318 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,247,725 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $0 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $0 | MortgageLoansEOYFMVAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $30,810,700 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,275,643 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,779,575 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,321,916 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,321,916 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $22,488,784 | AdditionalPaidInCapitalBOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,953,727 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,810,700 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,275,643 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,810,700 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,275,643 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,810,700 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $104,342 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,360,601 | OtherIncreasesAmt |
| Subtotal | $32,275,643 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $32,275,643 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|
| 31,035 shares of Asuragen Series A Preferred | P | 2013-03-07 | 2022-12-29 | $328 | $0 | $0 | $328 | $328 |
| 140,000 shares Ellsworth Series A Preferred stock | P | 2022-07-01 | 2023-06-26 | $1,400,000 | $0 | $1,400,000 | $0 | $0 |
| 66,016 shares of Gabelli Global Small MidCap Series B Pfd | P | 2021-10-28 | 2022-12-26 | $660,160 | $0 | $660,160 | $0 | $0 |
| 59,200 SPDR S and P 500 Trust Units | P | 2021-09-23 | 2022-12-15 | $24,236,762 | $0 | $24,868,196 | -$631,434 | -$631,434 |
| 700 CALLS SPDR S & P 500 Index | P | 2022-12-15 | 2022-12-15 | $1,877,498 | $0 | $1,603,552 | $273,946 | $273,946 |
| 170 shares Ellsworth 5.25% Series A Preferred Stock | P | 2022-04-25 | 2022-12-07 | $3,827 | $0 | $3,779 | $48 | $48 |
| 1924 shares Bancroft Series A Preferred Stock | P | 2022-12-15 | 2022-12-19 | $45,378 | $0 | $45,411 | -$33 | -$33 |
| 91100 SPDR Regional Banking Index | P | 2022-10-13 | 2022-12-14 | $3,580,933 | $0 | $3,507,597 | $73,336 | $73,336 |
| GDL Corp Series C Preferred Stock | P | 2022-05-03 | 2022-12-06 | $312,934 | $0 | $312,500 | $434 | $434 |
| 246 shares Gabelli Div. & Income Series K Preferred Stock | P | 2022-09-07 | 2022-12-13 | $4,886 | $0 | $4,886 | $0 | $0 |
| 470 General Amer. Investors Series B Preferred Stock | P | 2020-06-03 | 2022-12-08 | $12,648 | $0 | $11,955 | $693 | $693 |
| 6522 Gabelli Utility & Income Series B Preferred Stock | P | 2020-08-19 | 2023-11-10 | $326,326 | $0 | $326,367 | -$41 | -$41 |
| Tri-Continental Investing $2.50 Preferred Stock | P | 2020-03-10 | 2022-12-07 | $453,517 | $0 | $532,599 | -$79,082 | -$79,082 |
| Long-Term Capital Gains Divs Paid by Closed-End Funds | P | 2020-01-02 | 2023-11-30 | $645,050 | $0 | $0 | $645,050 | $645,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $283,245 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,625 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,625 | SubtotalAmt |
| Tax Based On Investment Income | $11,625 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,375 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $8,375 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | kedlow35e85@gmail.com | WebsiteAddressTxt |
| Individual With Books | Kenneth Edlow | IndividualWithBooksNm |
| Phone | 6463611731 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 East 85th Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Mary Edlow | ||||||||
| 35 East 85th Street | New York | NY | 10028 | President Tres. | 1.00 | $0 | $0 | $0 |
| Kenneth L Edlow | ||||||||
| 35 East 85th Street | New York | NY | 10028 | V.P. Secretary | 3.00 | $0 | $0 | $0 |
| Elizabeth Fielding Edlow | ||||||||
| 554 Lillian Way | Los Angeles | CA | 90004 | Director | 0.00 | $0 | $0 | $0 |
| Brian L Edlow | ||||||||
| 530 Chestnut Street | Waban | MA | 02468 | Director | 0.00 | $0 | $0 | $0 |
| Donald W Edlow | ||||||||
| 25 Evan Way | Pikesville | MD | 20910 | Director | 0.00 | $0 | $0 | $0 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $30,901,416 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $970,917 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,872,333 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,872,333 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $478,085 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,394,248 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,569,712 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,569,712 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,625 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $20,000 | IncomeTaxAmt |
| Total Tax | $31,625 | TotalTaxAmt |
| Distributable Before Adj | $1,538,087 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,538,087 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,538,087 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,675,785 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,675,785 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,538,087 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,202,882 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $83,435 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $83,435 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,675,785 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,202,882 | AppliedToYear1Amt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $83,435 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $83,435 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,454,652 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $83,435 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $83,435 | ExcessFromYear1Amt |
| Excess From Current Year | $335,333 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kenneth L Edlow | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| NY Psychoanalytic Society Institute | ||||||||
| 237 East 82nd Steet | New York | NY | 10028 | No Relationship | 509a1 | To help it accomplish its mission. | $10,000 | |
| NYU Langone Health | ||||||||
| 550 First Avenue | New York | NY | 10016 | No Relationship | 509a1 | To assist in accomplishing its stated mission. | $10,000 | |
| Princeton University | ||||||||
| Gift Records | Princeton | NJ | 085403575 | No Relationship | 509a1 | To help it accomplish its stated mission. | $10,000 | PO Box 5357 |
| New York Historical Society | ||||||||
| 170 Central Park West | NEW YORK | NY | 10028 | No Relationship | 509a1 | To help it accomplish its stated mission. | $27,000 | |
| DALTON SCHOOL | ||||||||
| 198 East 89th Street | NEW YORK | NY | 10128 | No Relationship | 509a1 | To help it accomplish its stated mission. | $1,000 | |
| Temple Beth Elohim | ||||||||
| 10 Bethel Road | Wellesley | MA | 02481 | No Relationship | 509a1 | To assist with its stated mission. | $9,793 | |
| Teachers College-Columbia Universit | ||||||||
| 525 West 120th Street | New York | NY | 10027 | No Relationship | 509a1 | To help it accomplish its stated mission. | $280,000 | |
| Jewish Federation of Greater L A | ||||||||
| 6505 Wilshire Blvd | Los Angeles | CA | 90048 | No Relationship | 509a1 | To assist with its stated mission. | $1,000 | |
| New York Abortion Access Fund | ||||||||
| FDR Station | New York | NY | 10150 | No Relationship | 509a1 | To help it accomplish its stated mission. | $5,000 | Box 7569 |
| University of Pennsylvania | ||||||||
| 2929 Walnut Street | Philadelphia | PA | 19104 | No Relationship | 509a1 | To help it accomplish its stated mission | $10,000 | |
| Wilshire Boulevard Temple | ||||||||
| 3663 Wilshire Boulevard | Los Angeles | CA | 90010 | No Relationship | 509a1 | To aid in accomplishing its stated mission | $8,090 | |
| Red Sox Foundation | ||||||||
| P O Box 411217 | Boston | MA | 02241 | No Relationship | 509a1 | To help it accomplish its stated mission. | $1,100 | |
| Central Park Conservancy | ||||||||
| 14 East 60th Street | New York | NY | 10022 | No Relationship | 509a1 | To help it accomlisg its stated mission. | $25,000 | |
| Baltimore Hebrew Congregation | ||||||||
| 7401 Park Heights Avenue | Baltimore | MD | 21208 | No Relationship | 509a1 | To help it accomplish its stated mission. | $5,000 | |
| Baltimore Community Foundation | ||||||||
| P O Box 37422 | Baltimore | MD | 21298 | No Relationship | 509a1 | To help it accomplish its stated mission. | $1,200 | |
| Notre Dame Preparatory School | ||||||||
| 9701 E Bell Road | Scottsdale | AZ | 85260 | No Relationship | 509a1 | To help it accomplish its stated mission. | $5,000 | |
| Congregation Emanu-El of NYC | ||||||||
| 1 East 65th Street | NEW YORK | NY | 10065 | No Relationship | 509a1 | To assist with its stated mission. | $3,580 | |
| The Public Theater | ||||||||
| 425 Lafayette Street | NEW YORK | NY | 10003 | No Relationship | 509a1 | To help it accomplish its stated mission. | $3,000 | |
| The Population Council | ||||||||
| Dag Hammershjold Place | NEW YORK | NY | 10017 | No Relationship | 509a1 | To assist with its stated mission. | $50,000 | |
| The American Numismatic Society | ||||||||
| 75 Varick Street | New York | NY | 10013 | No Relationship | 509a1 | To assist with its stated mission. | $100,000 | |
| The Oaks School | ||||||||
| 6817 Franklin Avenue | Los Angeles | CA | 90028 | No Relationship | 509a1 | To assist with its stated mission. | $40,000 | |
| Cambodian American Foundation | ||||||||
| 788 Lexington Avenue | New York | NY | 10065 | No Relationship | 509a1 | To assist with achieving its mission. | $10,000 | |
| American Skin Association | ||||||||
| 335 Madison Avenue | New York | NY | 10017 | No Relationship | 509a1 | To help it accomplish its mission. | $10,000 | |
| New Yorkers for Children | ||||||||
| 450 Fashion Avenue | New York | NY | 10123 | No Relationship | 509a1 | To help it accomplish its mission. | $5,000 | |
| New York Abortion Access Fund | ||||||||
| FDR STATION | New York | NY | 10150 | No Relationship | 509a1 | To help it achieve its mission. | $5,000 | BOX 7569 |
| Metropolitan Opera | ||||||||
| Lincoln Center | New York | NY | 10023 | No Relationship | 509a1 | To help it accomplish its mission. | $2,750 | |
| Metropolitan Museum of Art | ||||||||
| 1000 | New York | NY | 10028 | No Relationship | 509a1 | To help it achieve its mission. | $10,000 | Fifth Avenue |
| Congregation Har Shalom | ||||||||
| 11510 Falls Road | Potomac | MD | 20854 | No Relationship | 509a1 | To help it accomplish its mission. | $3,500 | |
| New York Public Radio | ||||||||
| 160 Varick Street | NEW YORK | NY | 10013 | No Relationship | 509a1 | To help it accomplish its stated mission. | $10,000 | |
| National Psychological Association | ||||||||
| 40 West 13th Street | NEW YORK | NY | 10011 | No Relationship | 509a1 | To aid with its stated mission. | $2,700 | |
| Walters Art Museum | ||||||||
| 600 N Charles Street | Baltimore | MD | 21201 | No Relationship | 509a1 | To help further its stated mission. | $5,500 | |
| WNET --THIRTEEN | ||||||||
| 825 8th Avenue | NEW YORK | NY | 10019 | No Relationship | 509a1 | To help it accomplish its mission. | $1,000 | |
| The Sage School | ||||||||
| 171 Mechanic Street | Foxborough | MA | 02035 | No Relationship | 509a1 | To help it accomplish its stated mission. | $15,000 | |
| WNYC WQXR | ||||||||
| 160 Varick Street | NEW YORK | NY | 10013 | No Relationship | 509a1 | To help it accomplish its stated mission. | $1,000 | |
| American Lung Association | ||||||||
| 21 West 38th Street | New York | NY | 10018 | No Relationship | 509a1 | To assist in achieving its mission. | $500 | |
| Children's Hospital of Los Angeles | ||||||||
| 3250 Wilshire Boulevard | Los Angeles | CA | 90010 | No Relationship | 509a1 | To help the hospital in furtherance of its stated mission. | $500 | |
| Cystic Fibrosis Foundation | ||||||||
| 111 Littleton Road | Parsippany | NJ | 07054 | No Relationship | 509a1 | To help the institution in furtherance of its stated mission. | $1,000 | |
| Associated Jewish Charities | ||||||||
| 101 West Mt Royal Avenue | Baltimore | MD | 21201 | No Relationship | 509a1 | The assist it in achieving its stated mission. | $2,500 | |
| Congregation Emanu-El of New York | ||||||||
| 1 East 65th Street | New York | NY | 10065 | No Relationship | 509a1 | In furtherance of its stated mission. | $3,580 | |
| Baltimore Community Foundation | ||||||||
| P O Box 37422 | Baltimore | MD | 21298 | No Relationship | 509a1 | In furtherance of its stated mission. | $1,200 | |
| Provide | ||||||||
| P O Box 8265 | Round Rock | TX | 78683 | No Relationship | 509a1 | To assist the organization in accomplishing its stated mission. | $5,000 | |
| Nat'l Alliance for Eating Disorders | ||||||||
| 4400 No Congress Avenue | West Palm Beach | FL | 33407 | No Relationship | 509a1 | To help it accomplish its mission. | $500 | Suite 100 |
| The Alexandria House | ||||||||
| 426 S Alexandria Avenue | Los Angeles | CA | 90020 | No Relationship | 509a1 | To help the organization fulfill its stated mission. | $10,000 | |
| The Friendly House | ||||||||
| 347 Normandie Avenue | Los Angeles | CA | 90020 | No Relationship | 509a1 | To assist the organization in fulfilling its stated mission. | $10,000 | |
| The Karsh Center - Wilson Blvd | ||||||||
| 3750 W 6th Street | Los Angeles | CA | 90020 | No Relationship | 509a1 | To assist the organization in fulfilling its stated mission. | $10,000 | |
| American Numismatic Society | ||||||||
| 75 Varick Street | New York | NY | 10013 | No Relationship | 509a1 | To further assist the Society in achieving its stated mission. | $943,502 | Floor 11 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,675,495 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (7 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | TotalIncomeProducingActyAmt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Kenneth L Edlow | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 East 85th Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $943,502 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1612 Roman Imperial coins | NoncashPropertyDesc |
| Fair Market Value | $943,502 | FairMarketValueAmt |
| Received | 2023-11-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXPRESS 990 COMPUTERIZING and FILING FORM 990-PF | CategoryTxt |
| Amt | $170 | Amt |
| Net Investment Income | $170 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $170 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $170 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 52,900 shares of Gabelli Global Small MidCap Value Fund Series B Preferred | $529,000 | $529,000 |
| Preferred Stocks held in account at Fidelity | $17,334,318 | $16,718,725 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $13,510,659 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $13,391,134 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $13,510,659 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Safety Deposit Box Rentals $408; NY DEPT of LAW Excise tax $750; Appraisal fee $11,925. | Desc |
| Revenue And Expenses Per Books | $13,083 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13,083 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjustments made to correct prior year accounting inaccuracies plus a donation of $943,502 received | Desc |
| Amt | $1,360,601 | Amt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jonathan Kagan | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $1,000,000 | BalanceDueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise tax payment made to IRS on November 30 2023 | CategoryTxt |
| Amt | $20,000 | Amt |
| Net Investment Income | $20,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20,000 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |