SAMUEL AND ESTELLE SYLVETSKY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SAMUEL AND ESTELLE SYLVETSKY FOUNDATION (EIN 46-1556912)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-12
IRS object ID
202201329349103610
Schema version
2021v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-12T14:35:38-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN821206589PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CRUDEN & COMPANY CPA'S PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112 CORPORATE WOODS BLVDAddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122112523ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461556912EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAMUEL AND ESTELLE SYLVETSKYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSAMUBusinessNameControlTxt
Phone5184624556PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CRUDEN CO 12 CORP WOODS BLVDAddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122112524ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSAMUEL M SYLVETSKYPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5183821118PhoneNum
Signature2022-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSAMUELPersonFirstNm
Person LastSYLVETSKYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALEX W CRUDEN CPAPreparerPersonNm
PTINP00285967PTIN
Phone5184624556PhoneNum
Preparation2022-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,454,923FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$31InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$31InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$10,325DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,456DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$66,424NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$250,796GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$66,424CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$76,780TotalRevAndExpnssAmt
Total Net Invst Incm$75,911TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,295AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$2,295AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$1,398TaxesRevAndExpnssAmt
Taxes Net Invst Incm$138TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$105OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,798TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$143TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$2,295TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$49,560ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$49,560ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$53,358TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$143TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$2,295TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$49,560TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$23,422ExcessRevenueOverExpensesAmt
Net Investment Income$75,768NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$317,684SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$267,317SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$267,317SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$1,366PrepaidExpensesBOYAmt
Prepaid Expenses EOY$106PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$106PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$356,744CorporateStockBOYAmt
Corporate Stock EOY$431,793CorporateStockEOYAmt
Corporate Stock EOYFMV$1,187,500CorporateStockEOYFMVAmt
Total Assets BOY$675,794TotalAssetsBOYAmt
Total Assets EOY$699,216TotalAssetsEOYAmt
Total Assets EOYFMV$1,454,923TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$675,794NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$699,216NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$675,794TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$699,216TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$675,794TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$699,216TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$675,794TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$23,422ExcessRevenueOverExpensesAmt
Subtotal$699,216SubtotalAmt
Tot Net Ast Or Fund Balances EOY$699,216TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY ST COVEREDP2021-12-31$55,791$55,545$246$246
MORGAN STANLEY LT COVEREDP2021-12-31$157,046$90,164$66,882$66,882
MERCK & CO INCP2021-07-16$37,959$38,663-$704-$704
FieldValueIRS element (for citing)
Capital Gain Net Income$66,424CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,053InvestmentIncomeExciseTaxAmt
Subtotal$1,053SubtotalAmt
Tax Based On Investment Income$1,053TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,159EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,159TotalPaymentsAndCreditsAmt
Overpayment$106OverpaymentAmt
Applied To ES Tax$106AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCRUDEN CO CPA'SIndividualWithBooksNm
Phone5184624556PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112 CORPORATE WOODS BLVDAddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12211ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SAMUEL M SYLVETSKY
12 CORPORATE WOODS BLVDALBANYNY12211DIRECTOR000.00$0$0$0
ESTELLE K SYLVETSKY
12 CORPORATE WOODS BLVDALBANYNY12211DIRECTOR000.00$0$0$0
DAN FINKLE
12 CORPORATE WOODS BLVDALBANYNY12211DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$688,555AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$301,215AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$106FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$989,876TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$989,876AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,848CashDeemedCharitableAmt
Net Vl Noncharitable Assets$975,028NetVlNoncharitableAssetsAmt
Minimum Investment Return$48,751MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$48,751MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,053TaxBasedOnInvestmentIncomeAmt
Total Tax$1,053TotalTaxAmt
Distributable Before Adj$47,698DistributableBeforeAdjAmt
Distributable Before Ded$47,698DistributableBeforeDedAmt
Distributable As Adjusted$47,698DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$49,560ExpensesAndContributionsAmt
Qualifying Distributions$49,560QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$47,698DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$2,644ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,912ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,023ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,337ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$9,321ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$32,237TotalExcessDistributionCyovAmt
Qualifying Distributions$49,560QualifyingDistributionsAmt
Applied To Current Year$47,698AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,862RemainingDistriFromCorpusAmt
Total Corpus$34,099TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,644ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$31,455ExcessDistriCyovToNextYrAmt
Excess From Year4$5,912ExcessFromYear4Amt
Excess From Year3$5,023ExcessFromYear3Amt
Excess From Year2$9,337ExcessFromYear2Amt
Excess From Year1$9,321ExcessFromYear1Amt
Excess From Current Year$1,862ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALPERT JEWISH FAMILY & CHILDCARE
5841 COPORATE WAY STE 200WEST PALM BEACHFL33407DONATION$1,000
AMEGO INC
33 PERRY AVEATTLEBOROMA02703DONATION$500
ANTI DEFAMATION LEAGUE
605 3RD AVE 10NEW YORKNY10158DONATION$1,000
BIRTHRIGHT ISREAL FOUNDATION
PO BOX 5892HICKSVILLENY11802DONATION$1,000
CARIDAD CENTER
8645 W BOYNTON BEACH BLVBOYNTON BEACHFL33472DONATION$5,000
HADASSAH
PO BOX 1100NEW YORKNY10268DONATION$360
JEWISH ADOPTION AND FAMILY CARE
4200 N UNIVERSITY DRSUNRISEFL33351DONATION$3,600
KRAVIS CENTER
701 OKEECHOBEE BLVDWEST PALM BEACHFL33401DONATION$1,000
LAPPIN FOUNDATION
29 CONGRESS STSALEMMA01970DONATION$500
PLANNED PARENTHOOD
PO BOX 97166WASINGTONDC200907166DONATION$1,000
SPONSOR A SCHOLAR
1 UNITED WAYALBANYNY12205DONATION$500
STAND WITH US
PO BOX 341069LOS ANGELESCA900341069DONATION$1,000
TEMPLE EMANU-EL OF PALM BEACH
190 N COUNTY RDPALM BEACHFL33480DONATION$3,600
UNITED JEWISH FEDERATION OF NENY
184 WASHINGTON AVE EXTALBANYNY12203DONATION$16,000
UNITED JEWISH FEDERATION OF PBC
4601 COMMUNITY DRIVEWEST PALM BEACHFL33417DONATION$12,500
US DEPARTMENT OF STATE
OFFICE OF DIRECTORWASHINGTONDC20520DONATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$49,560TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$31RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$10,325RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$66,424RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$76,780RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$76,780TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,295Amt
Adjusted Net Income$2,295AdjustedNetIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBLIC SECURITIESStockNm
EOY Book Value$431,793EOYBookValueAmt
EOYFMV$1,187,500EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
FILING FEES$100
INVESTMENT$5$5

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$138$138
INCOME TAXES$1,260

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