SPEKTOR FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SPEKTOR FAMILY FOUNDATION INC (EIN 13-6277982)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202531349349103303
- Schema version
- 2023v6.0
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T13:04:16-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | 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 ADVISORS 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 | 2023-07-01 | 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 | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $795,819 | 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 | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,501 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,501 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$19,842 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $183,972 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,674 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,516 | 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 |
| Accounting Fees Rev And Expnss | $28,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $16 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,365 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,369 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,381 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,385 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $137,670 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $137,670 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $169,051 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,385 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $151,670 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$165,377 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,131 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,573 | CashBOYAmt |
| Cash EOY | $28,443 | CashEOYAmt |
| Cash EOYFMV | $28,443 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,190 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,633 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,633 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $749,755 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $754,743 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $754,743 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $10,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $787,518 | TotalAssetsBOYAmt |
| Total Assets EOY | $795,819 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $795,819 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $787,518 | CapitalStockBOYAmt |
| Capital Stock EOY | $795,819 | 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 | $787,518 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $795,819 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $787,518 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $795,819 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $787,518 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$165,377 | ExcessRevenueOverExpensesAmt |
| Other Increases | $173,678 | OtherIncreasesAmt |
| Subtotal | $795,819 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $795,819 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (59 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ECOLAB INC CUSIP: XXX-XX-XXXX | P | 2022-12-15 | 2023-08-23 | $8,646 | $7,012 | $1,634 | $1,634 |
| ECOLAB INC CUSIP: XXX-XX-XXXX | P | 2022-12-15 | 2023-08-24 | $6,098 | $4,967 | $1,131 | $1,131 |
| MICROSOFT CORP CUSIP: XXX-XX-XXXX | P | 2022-12-15 | 2023-09-20 | $3,867 | $3,004 | $863 | $863 |
| ACCENTURE PLC IRELAND CL A NEW CUSIP: G1151C101 | P | 2022-12-15 | 2023-09-20 | $1,902 | $1,713 | $189 | $189 |
| LINDE PLC NEW CUSIP: G54950103 | P | 2022-12-15 | 2023-09-20 | $2,277 | $1,997 | $280 | $280 |
| PFIZER INC CUSIP: XXX-XX-XXXX | P | 2022-12-15 | 2023-12-06 | $5,662 | $10,492 | -$4,830 | -$4,830 |
| PFIZER INC CUSIP: XXX-XX-XXXX | P | 2023-03-01 | 2023-12-06 | $58 | $80 | -$22 | -$22 |
| TARGET CORP CUSIP: 87612E106 | P | 2022-12-15 | 2023-12-04 | $10,973 | $11,979 | -$1,006 | -$1,006 |
| AMPHENOL CORP CLASS A NEW CUSIP: XXX-XX-XXXX | P | 2023-02-28 | 2024-05-08 | $4,681 | $2,875 | $1,806 | $1,806 |
| BLACKROCK MULTI ASSET INCOME CUSIP: 09256H344 | P | 2019-06-27 | 2023-11-02 | $9,000 | $10,408 | -$1,408 | -$1,408 |
| BLACKROCK MULTI ASSET INCOME CUSIP: 09256H344 | P | 2019-06-27 | 2023-12-12 | $9,304 | $10,338 | -$1,034 | -$1,034 |
| BLACKROCK MULTI ASSET INCOME CUSIP: 09256H344 | P | 2019-08-16 | 2023-12-12 | $696 | $770 | -$74 | -$74 |
| NUVEEN FLEXIBLE INCOME CUSIP: XXX-XX-XXXX | P | 2019-06-27 | 2023-11-14 | $14,000 | $16,954 | -$2,954 | -$2,954 |
| NUVEEN FLEXIBLE INCOME CUSIP: XXX-XX-XXXX | P | 2019-06-27 | 2023-11-20 | $3,646 | $4,398 | -$752 | -$752 |
| NUVEEN FLEXIBLE INCOME CUSIP: XXX-XX-XXXX | P | 2019-08-16 | 2023-11-20 | $1,354 | $1,649 | -$295 | -$295 |
| PIONEER MULTI ASSET INCOME CUSIP: 72387P635 | P | 2019-06-27 | 2023-11-02 | $9,000 | $8,837 | $163 | $163 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2021-04-19 | 2023-11-20 | $1,004 | $1,302 | -$298 | -$298 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2021-04-23 | 2023-11-20 | $192 | $247 | -$55 | -$55 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2021-05-21 | 2023-11-20 | $189 | $238 | -$49 | -$49 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2021-06-18 | 2023-11-20 | $171 | $220 | -$49 | -$49 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2021-07-23 | 2023-11-20 | $194 | $253 | -$59 | -$59 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2021-07-28 | 2023-11-20 | $3,249 | $4,258 | -$1,009 | -$1,009 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2021-07-28 | 2023-11-29 | $15,969 | $20,742 | -$4,773 | -$4,773 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2021-08-20 | 2023-11-29 | $219 | $278 | -$59 | -$59 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2021-09-03 | 2023-11-29 | $11,414 | $15,000 | -$3,586 | -$3,586 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2021-09-17 | 2023-11-29 | $342 | $445 | -$103 | -$103 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2021-10-22 | 2023-11-29 | $338 | $441 | -$103 | -$103 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2021-11-19 | 2023-11-29 | $308 | $409 | -$101 | -$101 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2021-12-17 | 2023-11-29 | $351 | $449 | -$98 | -$98 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2022-01-21 | 2023-11-29 | $373 | $455 | -$82 | -$82 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2022-02-18 | 2023-11-29 | $335 | $396 | -$61 | -$61 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2022-03-18 | 2023-11-29 | $381 | $444 | -$63 | -$63 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2022-04-22 | 2023-11-29 | $416 | $472 | -$56 | -$56 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2022-05-20 | 2023-11-29 | $386 | $396 | -$10 | -$10 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2022-06-17 | 2023-11-29 | $414 | $404 | $10 | $10 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2022-07-22 | 2023-11-29 | $416 | $429 | -$13 | -$13 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2022-08-19 | 2023-11-29 | $307 | $330 | -$23 | -$23 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2022-09-23 | 2023-11-29 | $429 | $419 | $10 | $10 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2022-10-21 | 2023-11-29 | $458 | $434 | $24 | $24 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2022-11-18 | 2023-11-29 | $171 | $167 | $4 | $4 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2022-12-23 | 2023-11-29 | $245 | $236 | $9 | $9 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2023-01-20 | 2023-11-29 | $230 | $227 | $3 | $3 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2023-02-17 | 2023-11-29 | $211 | $209 | $2 | $2 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2023-03-17 | 2023-11-29 | $230 | $221 | $9 | $9 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2023-04-21 | 2023-11-29 | $235 | $231 | $4 | $4 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2023-05-19 | 2023-11-29 | $208 | $204 | $4 | $4 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2023-06-23 | 2023-11-29 | $223 | $225 | -$2 | -$2 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2023-07-21 | 2023-11-29 | $223 | $228 | -$5 | -$5 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2023-08-18 | 2023-11-29 | $232 | $230 | $2 | $2 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2023-09-22 | 2023-11-29 | $216 | $211 | $5 | $5 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2023-10-20 | 2023-11-29 | $246 | $235 | $11 | $11 |
| VIRTUS INCOME & GROWTH CUSIP: 92837N576 | P | 2023-11-17 | 2023-11-29 | $211 | $208 | $3 | $3 |
| MERCK & COMPANY INC CUSIP: 58933Y105 | P | 2020-09-18 | 2024-04-19 | $8,072 | $5,369 | $2,703 | $2,703 |
| BLACKROCK MULTI ASSET INCOME CUSIP: 09256H344 | P | 2019-08-16 | 2024-02-01 | $5,000 | $5,392 | -$392 | -$392 |
| BLACKROCK MULTI ASSET INCOME CUSIP: 09256H344 | P | 2019-08-16 | 2024-04-16 | $5,000 | $5,491 | -$491 | -$491 |
| JPMORGAN INCOME BUILDER CUSIP: 4812A3270 | P | 2019-06-27 | 2024-05-21 | $15,000 | $16,260 | -$1,260 | -$1,260 |
| NUVEEN FLEXIBLE INCOME CUSIP: XXX-XX-XXXX | P | 2019-08-16 | 2024-04-29 | $14,000 | $16,597 | -$2,597 | -$2,597 |
| NUVEEN FLEXIBLE INCOME CUSIP: XXX-XX-XXXX | P | 2019-08-16 | 2024-05-13 | $1,492 | $1,754 | -$262 | -$262 |
| NUVEEN FLEXIBLE INCOME CUSIP: XXX-XX-XXXX | P | 2019-11-19 | 2024-05-13 | $3,508 | $4,185 | -$677 | -$677 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$19,842 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $85 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $85 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $85 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,140 | 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 | $2,140 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,055 | OverpaymentAmt |
| Applied To ES Tax | $2,055 | 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 AVE 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 AVE 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 | $740,380 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,222 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $769,602 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $769,602 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,544 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $758,058 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,903 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,903 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $85 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $85 | TotalTaxAmt |
| Distributable Before Adj | $37,818 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,818 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,818 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $151,670 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $151,670 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,818 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $176,729 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $50,113 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $94,075 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,105 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $99,938 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $433,960 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $151,670 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,818 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $113,852 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $547,812 | 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 | $176,729 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $371,083 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,113 | ExcessFromYear4Amt |
| Excess From Year3 | $94,075 | ExcessFromYear3Amt |
| Excess From Year2 | $13,105 | ExcessFromYear2Amt |
| Excess From Year1 | $99,938 | ExcessFromYear1Amt |
| Excess From Current Year | $113,852 | 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 (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALM GLOBAL LLC | ||||||
| 150 E 42ND ST | NEW YORK | NY | 10017 | 501(C)(3) | CHARITY | $170 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||
| 20 W 36TH ST | NEW YORK | NY | 10018 | 501(C)(3) | CHARITY | $10,000 |
| BROOKLYN FRIENDS SCHOOL | ||||||
| 375 PEARL STREET | BROOKLYN | NY | 11201 | 501(C)(3) | EDUCATIONAL PROGRAMS | $10,000 |
| BUZZ ALDRIN MIDDLE SCHOOL BAND | ||||||
| 173 BELLEVUE AVENUE | UPPER MONTCLAIR | NJ | 07043 | 501(C)(3) | CHARITY | $1,000 |
| HAHA HEHE GLOBAL | ||||||
| 1944 RIVERSIDE DR | LOS ANGELES | CA | 90039 | 501(C)(3) | CHARITY | $5,000 |
| HOOF HAND PAW CONNECTION INC | ||||||
| 1933 NE 164TH ST | N MIAMI BEACH | FL | 33162 | 501(C)(3) | CHARITY | $30,000 |
| JBS JEWISH BROADCASTING SERVICE | ||||||
| PO BOX 360 | STAMFORD | CT | 06904 | 501(C)(3) | CHARITY | $25,000 |
| JEFFERSON MARKET GARDEN | ||||||
| 70A GREENWICH AVENUE PMB 372 | NEW YORK | NY | 10011 | 501(C)(3) | CHARITY | $5,000 |
| KADIMA DAY SCHOOL | ||||||
| 7011 SHOUP AVE | WEST HILLS | CA | 91307 | 501(C)(3) | CHARITY | $2,500 |
| LOWER 9TH WARD COMMUNITY WELLNESS CONSORTIUM | ||||||
| 2125 DELERY ST | NEW ORLEANS | LA | 70117 | 501(C)(3) | CHARITY | $4,000 |
| MARLENE MEYERSON JCC | ||||||
| 334 AMSTERDAM AVE AT W 76TH ST | NEW YORK | NY | 10023 | 501(C)(3) | CHARITY | $35,000 |
| WQRX - NYC PUBLIC RADIO | ||||||
| 160 VARICK STREET 8TH FLOOR | NEW YORK | NY | 10013 | 501(C)(3) | CHARITY | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $137,670 | 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 | $15 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,501 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$19,842 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,674 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,674 | 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 | $28,000 | Amt |
| Net Investment Income | $14,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,000 | 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 | $754,743 | EOYBookValueAmt |
| EOYFMV | $754,743 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | AXA FUND | StockNm |
| EOY Book Value | $2,633 | EOYBookValueAmt |
| EOYFMV | $2,633 | EOYFMVAmt |
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 Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSE | Desc |
| Revenue And Expenses Per Books | $3,365 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,369 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN (LOSS) | Desc |
| Amt | $173,678 | 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 |
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