GREENBLATT FAMILY CHARITABLE TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GREENBLATT FAMILY CHARITABLE TR (EIN 27-6946683)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202201369349101540
- Schema version
- 2021v4.2
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T09:20:07-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 JOHN F KENNEDY PARKWAY | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070782754 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276946683 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENBLATT FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O WILLIAM GREENBLATT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 2127365100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 381 PARK AVE S SUITE 1001 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM GREENBLATT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2127365100 | PhoneNum |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | GREENBLATT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WARREN ABKOWITZ | PreparerPersonNm |
| PTIN | P00182285 | PTIN |
| Phone | 9734679650 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,568,907 | 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 | $1,560,500 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $147,049 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $147,049 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $652,831 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,388,847 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $652,831 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,360,380 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $799,880 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | 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 |
| Accounting Fees Rev And Expnss | $6,180 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,090 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,090 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $81 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $81 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,261 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,171 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,090 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,587,974 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,587,974 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,594,235 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,171 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,591,064 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $766,145 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $796,709 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,394 | CashBOYAmt |
| Cash EOY | $412,405 | CashEOYAmt |
| Cash EOYFMV | $412,405 | CashEOYFMVAmt |
| Corporate Stock BOY | $8,321,111 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,151,073 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,151,073 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $5,429 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,429 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,429 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,391,934 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,568,907 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,568,907 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,391,934 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,568,907 | 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 | $8,391,934 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,568,907 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,391,934 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,568,907 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,391,934 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $766,145 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,158,079 | SubtotalAmt |
| Other Decreases | $589,172 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,568,907 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2,000 SHS - ALGOMA STEEL GROUP INC | P | 2021-03-25 | 2021-12-10 | $19,408 | $19,225 | $183 | $183 |
| 3,000 SHS - 8KENSINGTON CAP ACQ II A | P | 2021-02-26 | 2021-10-05 | $30,004 | $28,738 | $1,266 | $1,266 |
| 25,000 SHS - PLURALSIGHT INC A | P | 2021-02-22 | 2021-04-09 | $562,500 | $528,795 | $33,705 | $33,705 |
| 4,828 SHS - KKR & CO INC | P | 2018-11-08 | 2021-12-10 | $365,859 | $117,655 | $248,204 | $248,204 |
| 1,158 SHS - MICROSOFT CORP | P | 2011-03-16 | 2021-12-10 | $395,057 | $28,719 | $366,338 | $366,338 |
| 0.900 SHS - ORGANON & CO | P | 2016-02-08 | 2021-06-09 | $27 | $21 | $6 | $6 |
| 557 SHS - ORGANON & CO | P | 2016-02-08 | 2021-12-10 | $15,992 | $12,863 | $3,129 | $3,129 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $652,831 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $35,154 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,074 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,074 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,074 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,000 | 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 | $16,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $43 | EsPenaltyAmt |
| Overpayment | $4,883 | OverpaymentAmt |
| Applied To ES Tax | $4,883 | 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | KPMG LLP | IndividualWithBooksNm |
| Phone | 2127589700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10154 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM M GREENBLATT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 381 PARK AVE S SUITE 1001 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $8,502,416 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $264,207 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,766,623 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,766,623 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $131,499 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,635,124 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $431,756 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $431,756 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,074 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,074 | TotalTaxAmt |
| Distributable Before Adj | $420,682 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $420,682 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $420,682 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,591,064 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,591,064 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $420,682 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $95,938 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $302,047 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $222,755 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $394,512 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $426,979 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,442,231 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,591,064 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $420,682 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,170,382 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,612,613 | 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 | $95,938 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,516,675 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $302,047 | ExcessFromYear4Amt |
| Excess From Year3 | $222,755 | ExcessFromYear3Amt |
| Excess From Year2 | $394,512 | ExcessFromYear2Amt |
| Excess From Year1 | $426,979 | ExcessFromYear1Amt |
| Excess From Current Year | $1,170,382 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM M GREENBLATT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABINGDON THEATRE COMPANY | |||||||
| 312 W 36TH ST | NEW YORK | NY | 10018 | NONE | PC | NON-RESTRICTED | $30,000 |
| BOOMER ESIASON FOUNDATION | |||||||
| PO BOX 28819 | NEW YORK | NY | 100878819 | NONE | PC | NON-RESTRICTED | $10,000 |
| CARDOZO SCHOOL OF LAW | |||||||
| 55 FIFTH AVENUE | NEW YORK | NY | 10003 | NONE | PC | NON-RESTRICTED | $5,000 |
| HIT THE BOOKS | |||||||
| 340 ST NICHOLAS AVE | NEW YORK | NY | 10027 | NONE | PC | NON-RESTRICTED | $1,000 |
| MRCC FOUNDATION INC | |||||||
| 713 PASSAIC AVENUE | WEST CALDWELL | NJ | 07006 | NONE | PC | NON-RESTRICTED | $1,030 |
| NATIONAL INSTITUTE FOR REPRODUCTIVE HEALTH | |||||||
| 14 WALL STREET SUITE 3B | NEW YORK | NY | 10005 | NONE | PC | NON-RESTRICTED | $2,500 |
| PARK AVENUE SYNAGOGUE | |||||||
| 50 E 87TH ST | NEW YORK | NY | 10128 | NONE | PC | NON-RESTRICTED | $407,121 |
| PROMISE PROJECT | |||||||
| 635 W 165TH ST | NEW YORK | NY | 10032 | NONE | PC | NON-RESTRICTED | $1,000 |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY 9 | NEW YORK | NY | 10003 | NONE | PC | NON-RESTRICTED | $25,000 |
| SUCCESS ACADEMY CHARTER SCHOOLS | |||||||
| 95 PINE ST | NEW YORK | NY | 10005 | NONE | PC | NON-RESTRICTED | $50,000 |
| UJA FEDERATION OF NEW YORK | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | PC | NON-RESTRICTED | $150,000 |
| WASHINGTON UNIVERSITY IN ST LOUIS | |||||||
| 1 BROOKINGS DR | ST LOUIS | MO | 63130 | NONE | PC | NON-RESTRICTED | $2,500 |
| AKTIV AGAINST CANCER | |||||||
| 207 FRONT STREET 3RD FLOOR | NEW YORK | NY | 10038 | NONE | PC | NON-RESTRICTED | $1,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | NONE | PC | NON-RESTRICTED | $1,000 |
| THE B FOUNDATION | |||||||
| 101 ROCKLAND CIRCLE | WILMINGTON | DE | 19803 | NONE | PC | NON-RESTRICTED | $1,000 |
| ECLC FOUNDATION | |||||||
| 100 PASSAIC AVENUE | CHATHAM | NJ | 07928 | NONE | PC | NON-RESTRICTED | $5,000 |
| FENIX FAMILY HEALTH CENTER | |||||||
| 130 WASHINGTON AVE | HIGHWOOD | IL | 60040 | NONE | PC | NON-RESTRICTED | $100 |
| FRIENDS OF SF ANIMAL CARE & CONTROL | |||||||
| PO BOX 7710 | SAN FRANCISCO | CA | 941207710 | NONE | PC | NON-RESTRICTED | $500 |
| HELPUSADOPTORG | |||||||
| PO BOX 787 | NEW YORK | NY | 10150 | NONE | PC | NON-RESTRICTED | $1,000 |
| THE SUMMIT JEWISH COMMUNITY CENTER | |||||||
| 67 KENT PLACE BLVD | SUMMIT | NJ | 07901 | NONE | PC | NON-RESTRICTED | $1,000 |
| MEAL TRAIN LLC | |||||||
| 47 CAROLINE ST | BURLINGTON | VT | 05401 | NONE | PC | NON-RESTRICTED | $5,000 |
| NATIONAL KIDNEY FOUNDATION | |||||||
| 30 EAST 33RD STREET | NEW YORK | NY | 10016 | NONE | PC | NON-RESTRICTED | $500 |
| TRUST WOMEN FOUNDATION | |||||||
| PO BOX 3222 | WICHITA | KS | 67201 | NONE | PC | NON-RESTRICTED | $10,000 |
| NORTHSIDE CENTER FOR CHILD DEVELOPMENT INC | |||||||
| 1475 PARK AVENUE | NEW YORK | NY | 10029 | NONE | PC | NON-RESTRICTED | $1,500 |
| NYU FACES | |||||||
| 223 EAST 34TH STREET | NEW YORK | NY | 10016 | NONE | PC | NON-RESTRICTED | $2,500 |
| NYU LANGONE HEALTH | |||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | NONE | PC | NON-RESTRICTED | $100,000 |
| OXALOSIS & HYPEROXALURIA FOUNDATION | |||||||
| 579 ALBANY POST ROAD | NEW PALTZ | NY | 12561 | NONE | PC | NON-RESTRICTED | $1,000 |
| SHORE FRIENDS OF CAMP OAKHURST | |||||||
| 1140 BROADWAY 903 | NEW YORK | NY | 10001 | NONE | PC | NON-RESTRICTED | $1,000 |
| THE JEWISH MUSEUM | |||||||
| 1109 5TH AVE E 92ND ST | NEW YORK | NY | 10128 | NONE | PC | NON-RESTRICTED | $15,000 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | PC | NON-RESTRICTED | $5,250 |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC | |||||||
| 4603 CALVERT RD | COLLEGE PARK | MD | 20740 | NONE | PC | NON-RESTRICTED | $701,000 |
| YESHIVA UNIVERSITY | |||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | NONE | PC | NON-RESTRICTED | $46,473 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | NON-RESTRICTED | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,587,974 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $147,049 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $652,831 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $799,880 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $799,880 | 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 |
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 | WILLIAM GREENBLATT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 381 PARK AVE S SUITE 1001 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,560,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,180 | Amt |
| Net Investment Income | $3,090 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,090 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STIFEL - MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $8,151,073 | EOYBookValueAmt |
| EOYFMV | $8,151,073 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| BOY Book Value | $5,429 | BOYBookValueAmt |
| EOY Book Value | $5,429 | EOYBookValueAmt |
| EOYFMV | $5,429 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON SECURITIES - CY | Desc |
| Amt | $589,172 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STIFEL #1242 - MARGIN INTEREST PAID | Desc |
| Revenue And Expenses Per Books | $81 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $81 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM GREENBLATT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 381 PARK AVE S SUITE 1001 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
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