DDS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DDS FOUNDATION (EIN 13-4089802)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-13
- IRS object ID
- 202201339349101820
- Schema version
- 2020v4.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T10:04:02-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100175001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134089802 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The DDS Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O Daniel Schwartz | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % FOUR CORNERS HOLDINGS INC | InCareOfNm |
| Business Name Control | DDSF | BusinessNameControlTxt |
| Phone | 2123001300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 PARK AVENUE APT 4B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL SCHWARTZ | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 2123001300 | PhoneNum |
| Signature | 2022-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | SCHWARTZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Curtis Young | PreparerPersonNm |
| PTIN | P00161651 | PTIN |
| Phone | 2128858000 | PhoneNum |
| Preparation | 2022-05-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $41,595,772 | 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 | $2,236,403 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $162,545 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $162,545 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $569,720 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $569,720 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,189,588 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,596,974 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,189,588 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$90,583 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$48,694 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,067,673 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,873,159 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Interest Rev And Expnss | $60,422 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $60,422 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $133,763 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,042 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $111,435 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $110,685 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $305,620 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $191,149 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,822,442 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,822,442 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,128,062 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $191,149 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,823,192 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,939,611 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,682,010 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,323,284 | CashBOYAmt |
| Cash EOY | $1,302,911 | CashEOYAmt |
| Cash EOYFMV | $1,302,911 | CashEOYFMVAmt |
| US Government Obligations BOY | $5,444,457 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,524,935 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,524,935 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $18,870,599 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,477,047 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,586,146 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $168,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $168,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $168,000 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,037,951 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,311,009 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,013,780 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $30,844,291 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,783,902 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,595,772 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $30,844,291 | RetainedEarningBOYAmt |
| Retained Earning EOY | $32,783,902 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,844,291 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,783,902 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,844,291 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,783,902 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,844,291 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,939,611 | ExcessRevenueOverExpensesAmt |
| Subtotal | $32,783,902 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $32,783,902 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $4,344,558 | $2,053,929 | $2,290,629 | $2,290,629 | |
| PUBLICLY TRADED SECURITIES | $1,394,009 | $1,353,457 | $40,552 | $40,552 | |
| CAPITAL GAIN DIVIDENDS | $166 | P | |||
| CAPITAL GAIN DIVIDENDS | $166 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,189,588 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $37,280 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $37,280 | SubtotalAmt |
| Tax Based On Investment Income | $37,280 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $73,752 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $123,752 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $86,472 | OverpaymentAmt |
| Applied To ES Tax | $86,472 | AppliedToESTaxAmt |
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 |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUR CORNERS HOLDINGS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123001300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 PARK AVENUE APT 4B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL SCHWARTZ | ||||||||
| 1111 PARK AVENUE APT 4B | NEW YORK | NY | 10128 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| DEBORAH SCHWARTZ | ||||||||
| 1111 PARK AVENUE APT 4B | NEW YORK | NY | 10128 | SECRETARY | 0.25 | $0 | $0 | $0 |
| GABRIELLA MAJOR | ||||||||
| 1111 PARK AVENUE APT 4B | NEW YORK | NY | 10128 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $35,408,033 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,975,624 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,383,657 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,383,657 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $560,755 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,822,902 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,841,145 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,841,145 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $37,280 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $37,280 | TotalTaxAmt |
| Distributable Before Adj | $1,803,865 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,803,865 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,803,865 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,823,192 | 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 | $2,823,192 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,823,192 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,803,865 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,157,107 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,563,412 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $476,720 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $480,161 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $890,832 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,568,232 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,823,192 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,803,865 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,019,327 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,587,559 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,157,107 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,430,452 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,563,412 | ExcessFromYear4Amt |
| Excess From Year3 | $476,720 | ExcessFromYear3Amt |
| Excess From Year2 | $480,161 | ExcessFromYear2Amt |
| Excess From Year1 | $890,832 | ExcessFromYear1Amt |
| Excess From Current Year | $1,019,327 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL SCHWARTZ DEBORAH SCHWARTZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Friends of United Hatzalah | ||||||||
| 208 East 51st Street Suite 303 | New York | NY | 10022 | None | PC | General | $250,000 | |
| UJA Federation | ||||||||
| 130 East 59th Street | New York | NY | 10022 | None | PC | General | $650,000 | |
| HOD Society | ||||||||
| PO Box 693 | New York | NY | 101080693 | None | PC | General | $18,000 | |
| Bnei Akiva of North America | ||||||||
| 520 8th Ave 15th Floor | New York | NY | 10018 | None | PC | General | $110,000 | |
| Etzion Foundation | ||||||||
| 111 Galway Place Suite 203 | Teaneck | NJ | 07666 | None | PC | General | $250,000 | |
| Christopher & Dana Reeve Foundation | ||||||||
| 636 Morris Turnpike Suite 3A | Short Hills | NJ | 07078 | None | PC | General | $10,000 | |
| Yeshiva University | ||||||||
| 500 West 185th Street BH704 Attn | New York | NY | 10033 | None | PC | General | $500,000 | |
| American Friends of ITIM | ||||||||
| c/o Cohen 4627 Bocaire Blvd | Boca Raton | FL | 33487 | None | PC | General | $25,000 | |
| American Friends of Nishmat Inc | ||||||||
| 520 Eight Ave 4th Floor | New York | NY | 10018 | None | Pc | General | $7,500 | |
| Central Fund for Israel | ||||||||
| c/o Jmark Interiors Inc 461 Central | Cedarhurst | NY | 11516 | None | PC | General | $60,000 | |
| American FriendTorah Leadership Ins | ||||||||
| c/o Kupietzky 9110 Karlov Avenue | Skokie | IL | 60602 | None | PC | General | $15,000 | |
| MJE | ||||||||
| 131 West 86th Street | New York | NY | 10024 | None | PC | General | $20,000 | |
| American Friends of Shalva | ||||||||
| 315 Fifth Avenue - 6th Floor | New York | NY | 10016 | None | PC | General | $100,000 | |
| Orayta | ||||||||
| Pavarotti Terrace 102 | Boynton Beach | FL | 33437 | None | Pc | General | $25,000 | |
| American Friends of Leket Israel | ||||||||
| PO Box 2090 | Teaneck | NJ | 076661490 | None | PC | General | $100,000 | |
| Sinai School | ||||||||
| 240 Frisch Court Suite 100 | Paramus | NJ | 07652 | None | PC | General | $25,000 | |
| Orthodox Union | ||||||||
| Attn Eliana Steinreich 11 Broadway | New York | NY | 10004 | None | PC | General | $10,000 | |
| Friends of United Hatzalah | ||||||||
| 208 East 51st Street Suite 303 | New York | NY | 10022 | None | PC | General | $350,000 | |
| Ramaz | ||||||||
| Ramaz School Institutional Advancem | New York | NY | 10075 | None | PC | General | $105,000 | 60 East 78th Street |
| PEF Israel Endowment Fund | ||||||||
| 630 Third Ave Suite 1501 | New York | NY | 10017 | None | PC | General | $125,000 | |
| Project Tabs | ||||||||
| 228 East 45th Street Suite 9E | New York | NY | 10017 | None | PC | General | $50,000 | |
| Ohr Somayach International | ||||||||
| 1399 Coney Island Ave | Brooklyn | NY | 11230 | None | PC | General | $1,800 | |
| American Yedidim Inc | ||||||||
| 175-15 NE 7TH AVE | N Miami Beach | FL | 33162 | None | PC | General | $10,000 | |
| American Friends of Beit Issie Shapiro | ||||||||
| 25 W 45th St 1405 | New York | NY | 10036 | None | PC | General | $5,000 | |
| York Capital Management LP | ||||||||
| 767 FIFTH AVENUE SUITE 1700 | NEW YORK | NY | 10153 | NONE | PC | GENERAL | $7 | |
| Energy Transfer LP | ||||||||
| 8111 WESTCHESTER DRIVE SUITE 600 | DALLAS | TX | 75225 | NONE | PC | GENERAL | $135 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,822,442 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $162,545 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $569,720 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,189,588 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (8 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| YORK CAPITAL MANAGEMENT LP | 523000 | -$143 | 18 | -$7,868 |
| YORK GLOBAL CREDIT INCOME FUND LP | 523000 | $93 | 18 | $19,796 |
| YORK SELECT INVESTORS LP | 523000 | -$185 | 18 | $3,682 |
| YORK SELECT LP | 523000 | -$235 | 18 | $4,922 |
| YTR INVESTORS LP | 523000 | -$573 | 18 | $4,514 |
| YORK CREDIT OPPORTUNITIES FUND LP | 523000 | -$1,595 | 18 | $7,271 |
| ENERGY TRANSFER LP | 523000 | -$39,251 | 18 | -$3,236 |
| US TRUST | 18 | -$77,775 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$41,889 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,873,159 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,831,270 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DANIEL SCHWARTZ DEBORAH SCHWARTZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 PARK AVENUE APT 4B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,236,403 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | Marvell Technology Group Ltd 10,000 shs | $462,300 | 2020-12-20 |
| 2 | Carrier Global Corp 10,000 shares | $371,700 | 2020-12-30 |
| 3 | SNAP INC 4,811 shares | $246,468 | 2020-12-30 |
| 4 | Viacom CBS Inc 5,000 shares | $431,400 | 2021-03-12 |
| 5 | Peloton Interactive Inc 1,578 shares | $168,057 | 2021-04-21 |
| 6 | Square Inc 811 shares | $199,101 | 2021-04-21 |
| 7 | Tesla Mtrs Inc 353 shares | $253,803 | 2021-04-21 |
| 8 | Compass Pathways 2,978 shares | $103,575 | 2021-05-05 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | STATE OF ISRAEL | BondNm |
| EOY Book Value | $168,000 | EOYBookValueAmt |
| EOYFMV | $168,000 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DISCOVERY HOLDING CORP | ||
| CLARENT CORP DEL COM | $13,000 | $2 |
| AMBASE CORP | $20,363 | $7,000 |
| LIBERTY MEDIA CORP | ||
| LIBERTY GLOBAL INC | $30,870 | $219,862 |
| NORTHCORE TECHNOLOGIES INC | $25,104 | |
| APERAM | ||
| NOVARTIS AG | $635,679 | $1,049,183 |
| NESTLE SA | $438,555 | $934,873 |
| PEPSICO | $821,422 | $1,703,955 |
| PROCTER & GAMBLE | $1,182,650 | $2,006,814 |
| BROWN-FORMAN CORP | $600,590 | $1,498,800 |
| DEERE & CO | $488,749 | $1,410,840 |
| LIBERTY INTERACTIVE | ||
| GENERAL ELECTRIC CO | $480,950 | $269,200 |
| WILLIAMS COS INC | $505,842 | $331,875 |
| LIBERTY TRIPADVISOR HOLDINGS | ||
| LIBERTY BROADBAND CORP | ||
| LIBERTY LILAC GROUP | ||
| AT&T | $629,812 | $1,089,035 |
| AMAZON | ||
| COTY INC CL A COM | ||
| LIBERTY VENTURES SER A NEW COM | ||
| LIONS GATE ENTERTAINMENT | ||
| ARCELORMITTAL SA LUXEMBOURG NY | ||
| ALPHABET INC | $1,051,335 | $2,462,935 |
| CONSOLIDATED COMMUNICATIONS | $961,155 | $659,250 |
| COLONY NORTHSTAR INC | $823,701 | $592,500 |
| TAKEDA PHARMACEUTICAL | $478,859 | $423,611 |
| WABTEC CORP | ||
| COCA COCA | $951,400 | $1,082,200 |
| ALCON INC | $54,113 | $105,390 |
| ALCON INC SW | ||
| EXPEDIA GROUP INC | ||
| MONITRONICS | $690 | $45 |
| ENERGY TRANSFER | $1,344,663 | $1,381,900 |
| TWO HARBORS | $1,480,370 | $756,000 |
| PHILIP MORRIS | $863,830 | $991,100 |
| VERIZON | $898,940 | $840,450 |
| TECK RESOURCES | $818,000 | $1,152,000 |
| KRAFT HEINZ | $519,856 | $815,600 |
| MACERICH | ||
| VIACOM CBS | $155,391 | $339,000 |
| CLEVELAND-CLIFFS | ||
| MARVELL TECHNOLOGY GROUP LTD | $462,300 | $583,300 |
| CARRIER GLOBAL CORP | $371,700 | $486,000 |
| PELOTON INTERACTIVE INC. | $168,057 | $195,704 |
| SQUARE INC. | $199,101 | $197,722 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,524,935 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,524,935 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| YTR INVESTORS LP | $154,068 | $0 |
| YORK SELECT LP | $397,886 | $282,170 |
| YORK CAPITAL MANAGEMENT | $139,422 | $94,347 |
| YORK ASIAN OPPORTUNITIES UNIT | $1,000,000 | $3,895,227 |
| YORK GLOBAL CREDIT INCOME FUND | $3,587,999 | $4,089,899 |
| YORK SELECT INVESTORS LP | $557,603 | $211,890 |
| YORK CREDIT OPPORTUNITIES FUND | $163,332 | $140,533 |
| APOLLO ORIGINATION PARTNERSHIP | $229,633 | $227,911 |
| ATLANTIC PARK STRATEGIC CAP | $0 | $12,981 |
| CORSAIR SPAC OPP FUND | $1,000,000 | $1,001,885 |
| MACCABEE VENTURES | $81,066 | $56,937 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| YORK CAPITAL MANAGEMENT, LP | $290 | $290 | |
| YORK SELECT, LP | $6,056 | $6,056 | |
| YORK SELECT INVESTORS, LP | $4,549 | $4,549 | |
| YORK GLOBAL CREDIT INCOME FUND | $23,171 | $23,171 | |
| YTR INVESTORS LP | $4,846 | $4,846 | |
| US TRUST | $67,071 | $67,071 | |
| YORK CREDIT OPPORTUNITIES FUND | $4,702 | $4,702 | |
| NYS TAX FILING FEE | $750 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| YORK SELECT, LP | $4,687 | $4,922 |
| YORK CAPITAL MANAGEMENT | -$8,011 | -$7,868 |
| YORK GLOBAL CREDIT INCOME FUND LP | $19,889 | $19,796 |
| YTR INVESTORS LP | $3,941 | $4,514 |
| YORK SELECT INVESTORS LP | $3,497 | $3,682 |
| US TRUST | -$77,775 | -$77,775 |
| YORK CREDIT OPPORTUNITY FUND LP | $5,676 | $7,271 |
| ENERGY TRANSFER LP | -$42,487 | -$3,236 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $20,042 | $20,042 |
| US TREASURY | $113,471 | |
| NYS | $250 |