THE EDLOW FAMILY FUND INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE EDLOW FAMILY FUND INC (EIN 13-3190911)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-07-27
- IRS object ID
- 202212089349100101
- Schema version
- 2020v4.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-27T07:12:32-04:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133190911 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Edlow Family Fund Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Kenneth L Edlow | InCareOfNm |
| Business Name Control | EDLO | BusinessNameControlTxt |
| Foreign Phone | 6463611731 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 EAST 85TH STREET APT 5-E | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kenneth L Edlow | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2022-07-27 | SignatureDt |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,817,730 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $0 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $0 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $0 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $462,775 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $462,775 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $0 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $0 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $0 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $0 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $0 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $150,930 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $462,775 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $613,705 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $0 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $0 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $0 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $0 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $0 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,237 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $327 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,237 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $327 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $678,922 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $678,922 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $680,159 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $327 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $678,922 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$217,384 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $613,378 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,485 | CashBOYAmt |
| Cash EOY | $114,969 | CashEOYAmt |
| Cash EOYFMV | $114,969 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $0 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $0 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $0 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $0 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $0 | PledgesRcvblAmt |
| Pledges Rcvbl Allwnc Dbtfl Acct | $0 | PledgesRcvblAllwncDbtflAcctAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Grants Receivable BOY | $0 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $0 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $0 | GrantsReceivableEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Inventories BOY | $0 | InventoriesBOYAmt |
| Inventories EOY | $0 | InventoriesEOYAmt |
| Inventories EOYFMV | $0 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $30,098,557 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,702,761 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,702,761 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $0 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $0 | MortgageLoansEOYFMVAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $30,118,042 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,817,730 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,817,730 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,321,916 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,321,916 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $21,796,126 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $22,495,814 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,118,042 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,817,730 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,118,042 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,817,730 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,118,042 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$217,384 | ExcessRevenueOverExpensesAmt |
| Other Increases | $917,072 | OtherIncreasesAmt |
| Subtotal | $30,817,730 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,817,730 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 31,035 shares of Asuragen Series A preferred | P | 2013-03-07 | 2021-11-16 | $70,757 | $28,023 | $42,734 | $42,734 |
| 6,000 shares Chevron Corp, | P | 2020-11-19 | 2021-02-12 | $1,054,683 | $1,057,410 | -$2,727 | -$2,727 |
| 3,728 shares Gabelli Equity Trust 5% Preferred Stock Series G | P | 2020-03-18 | 2021-03-18 | $88,925 | $96,069 | -$7,144 | -$7,144 |
| 7,200 shares Gabelli Equity Trust 5% Preferred Stock Series H | P | 2020-03-18 | 2021-03-03 | $172,000 | $184,285 | -$12,285 | -$12,285 |
| 7217 shares Gamco Global Gold 5% Preferred Stock Series B | P | 2020-03-13 | 2021-03-18 | $183,002 | $177,869 | $5,133 | $5,133 |
| 4444 shares JP Morgan Chase 6.1% Preferred Stock Series G | P | 2019-11-09 | 2021-01-28 | $114,233 | $113,019 | $1,214 | $1,214 |
| 146 Newmont Mining Call Options | P | 2020-11-06 | 2020-11-06 | $240,671 | $305,988 | -$65,317 | -$65,317 |
| 71 AMC Entertainment Call Options | P | 2021-07-09 | 2021-07-09 | $623 | $0 | $623 | $623 |
| 20 Gamestop Corporation Call Options | P | 2021-06-25 | 2021-06-25 | $7,155 | $0 | $7,155 | $7,155 |
| 85,000 shares Newmont Common Stock | P | 2020-09-15 | 2021-11-11 | $5,595,345 | $5,342,646 | $252,699 | $252,699 |
| 3500 shares Gabelli Equity Trust 5.45% Preferred Stock Series J | P | 2019-12-16 | 2021-11-11 | $90,921 | $90,990 | -$69 | -$69 |
| 4279 shares General American Investors 5.95% Preferred Stock | P | 2013-09-20 | 2021-09-08 | $115,970 | $107,781 | $8,189 | $8,189 |
| 6881 shares Gabelli Global Utility 7% Preferred Stock Series B | P | 2019-10-14 | 2021-08-19 | $356,137 | $358,279 | -$2,142 | -$2,142 |
| 3435 shares Gabelli Utility 5.375% Preferred Stock Series C | P | 2020-09-25 | 2021-09-01 | $89,945 | $89,866 | $79 | $79 |
| 44155 shares Chas Schwab 6% Preferred Stock Series C | P | 2020-06-11 | 2021-04-09 | $1,119,373 | $1,122,897 | -$3,524 | -$3,524 |
| 3423 shares Tri-Continental Investment Corp. 5% Preferred Stock | P | 2019-08-15 | 2021-09-14 | $194,744 | $183,582 | $11,162 | $11,162 |
| 900 shares Gabelli Dividend & Income 5.25% Preferred Series G | P | 2021-10-12 | 2021-11-16 | $22,755 | $22,601 | $154 | $154 |
| 14337 shares Gabelli Global Small & Midcap Value 5.45% Preferred Stock Series A | P | 2021-03-16 | 2021-11-30 | $365,147 | $372,426 | -$7,279 | -$7,279 |
| 37800 SPDR S&P 500 ETF TRUST UNIT DEPOSITORY RECEIPTS | P | 2020-08-25 | 2021-10-25 | $13,862,765 | $12,823,636 | $1,039,129 | $1,039,129 |
| 442 SPDR S&P 500 ETF TRUST Call Options | P | 2021-11-08 | 2020-09-15 | $3,438,219 | $5,176,661 | -$1,738,442 | -$1,738,442 |
| Long-Term Capital Gain Distributions from Closed-End Funds | P | 2020-01-02 | 2021-11-30 | $621,588 | $0 | $621,588 | $621,588 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $150,930 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,526 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,526 | SubtotalAmt |
| Tax Based On Investment Income | $8,526 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,399 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,399 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Overpayment | $16,873 | OverpaymentAmt |
| Applied To ES Tax | $16,873 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | kedlow35e85@gmail.com | WebsiteAddressTxt |
| Individual With Books | Kenneth L Edlow | IndividualWithBooksNm |
| Phone | 6463611731 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 East 85th Street | AddressLine1Txt |
| Address Line2 | Apt 5-E | AddressLine2Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Mary Edlow | ||||||||
| 35 East 85th Street Apt 5-E | New York | NY | 10028 | President Treasurer | 1.00 | $0 | $0 | $0 |
| Kenneth Lewis Edlow | ||||||||
| 35 East 85th Street Apt 5-E | New York | NY | 10028 | Vice Pres. Secretary | 2.00 | $0 | $0 | $0 |
| Elizabeth Fielding Edlow | ||||||||
| 554 Lillian Way | Los Angeles | CA | 90004 | Vice President | 1.00 | $0 | $0 | $0 |
| Brian Lewis Edlow | ||||||||
| 530 Chestnut Street | Waban | MA | 02468 | Vice President | 1.00 | $0 | $0 | $0 |
| Donald William Edlow | ||||||||
| 25 Evan Way | Pikesville | MD | 21208 | Director | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 | $31,131,684 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,496 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,178,180 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,178,180 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $467,673 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,710,507 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,535,525 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,535,525 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,526 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $8,526 | TotalTaxAmt |
| Distributable Before Adj | $1,526,999 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,526,999 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,526,999 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $678,922 | 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 | $678,922 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $678,922 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,526,999 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $661,071 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $678,922 | QualifyingDistributionsAmt |
| Applied To Year1 | $661,071 | AppliedToYear1Amt |
| Applied To Current Year | $17,851 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $17,851 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $17,851 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,491,297 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | none | ContributingManagerNm |
| Shareholder Manager | none | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Planned Parenthood of NYC | ||||||||
| 26 Bleecker Street | New York | NY | 10012 | No Relationship | PC | assist in carrying out its mission | $20,000 | |
| NYU Silver School of Social Work | ||||||||
| 27 West 4th Street | New York | NY | 10012 | No Relationship | 509a1 | assist in carrying out its mission | $10,000 | |
| University of Pennsylvania | ||||||||
| 3451 Walnut Street | Philadelphia | PA | 19104 | No Relationship | 509a1 | to accomplish stated mission | $40,000 | |
| Sadanah Foundation | ||||||||
| 401 N Michigan Avenue | Chicago | IL | 60611 | No Relationship | PC | to accomplish its stated mission | $5,000 | Suite 1200 |
| Congregation EmanuEl of NYC | ||||||||
| 2 East 65th Street | New York | NY | 10021 | No Relationship | 509a1 | to assist in carrying out its stated mission | $3,050 | |
| New York Historical Society | ||||||||
| 170 Central Park West | New York | NY | 10024 | No Relationship | 509a1 | to assist it in carrying out its stated mission | $10,000 | |
| University of Pennsylvania | ||||||||
| 3451 Walnut Street | Philadelphia | PA | 19104 | No Relationship | 509a1 | to accomplish its stated purpose | $3,500 | |
| Yale University | ||||||||
| 55 Whitney Avenue | New Haven | CT | 10011 | No Relationship | 509a1 | to accomplish its stated mission | $5,000 | |
| National Psychological Association | ||||||||
| 40 West 13th Street | New York | NY | 10011 | No Relationship | 509a1 | to accomplish its stated purpose | $5,000 | |
| Temple Beth Elohim | ||||||||
| 10 Bethel Road | Wellesley | MA | 02481 | No Relationship | 509a1 | to accomplish its stated mission | $5,365 | |
| Teachers College Columbia Univ | ||||||||
| 525 West 120th Street | NEW YORK | NY | 10027 | No Relationship | 509a1 | to accomplish its stated mission | $98,315 | |
| The Public Theater | ||||||||
| 425 Lafayette Street | NEW YORK | NY | 10003 | No Relationship | PC | to accomplish its stated mission | $5,500 | |
| Feeding America | ||||||||
| PO BOX 96749 | Wasington | DC | 20090 | No Relationship | PC | to accomplish its stated mission | $4,000 | |
| Act Blue Gender National | ||||||||
| 4208 Overland Drive | Culver City | CA | 90230 | No Relationship | 509a1 | to accomplish its stated mission | $1,000 | |
| The Sage School | ||||||||
| 171 Mechanic Street | Foxborough | MA | 02035 | No Relationship | 509a1 | to accomplish its stated mission | $15,000 | |
| Childrens Hospital of Los Angeles | ||||||||
| 4650 Sunset Boulevard | Los Angeles | CA | 90027 | No Relationship | 509a2 | to accomplish its stated mission | $2,000 | |
| Wilshire Boulevard Temple | ||||||||
| 3663 Wilshire Boulevard | Los Angeles | CA | 90010 | No Relationship | 509a1 | to accomplish its stated mission | $4,350 | |
| Teachers College Columbia Universit | ||||||||
| 525 West 120th Street | NEW YORK | NY | 10027 | No Relationship | 509a1 | to fulfill its stated mission | $162,442 | |
| baltimore hebrew congregation | ||||||||
| 7401 Park Heights Avenue | Baltimore | MD | 21208 | No Relationship | 509a1 | to accomplish its stated mission | $5,000 | |
| New York Public Radio | ||||||||
| 160 Varick Street | NEW YORK | NY | 10013 | No Relationship | PF | to perform its stated mission | $5,000 | |
| Stone Barns Center | ||||||||
| 630 Bedford Road | Tarrytown | NY | 10591 | No Relationship | PC | to accomplish its stated mission | $10,000 | |
| The American Numismatic Society | ||||||||
| 75 Varick Street | New York | NY | 10013 | No Relationship | PC | to accomplish its stated mission | $100,000 | |
| Brooke Jackman Foundation | ||||||||
| 1302 Royal Court | North Hills | NY | 11040 | No Relationship | PC | to accomplish its stated mission | $1,000 | |
| Dana Farber Cancer Institute | ||||||||
| 10 Brookline Place West | Brookline | MA | 02445 | No Relationship | 509a1 | to accomplish its stated mission | $6,000 | |
| Population Council | ||||||||
| 1 Dag Hammershjold Place | New York | NY | 10017 | No Relationship | PC | to accomplish its stated mission | $50,000 | |
| New Yorkers for Children | ||||||||
| 25 Bank Street | New York | NY | 10606 | No Relationship | PC | to accomplish its stated mission | $10,000 | 212B |
| Metropolitan Museum of Art | ||||||||
| 1000 Fifth Avenue | NEW YORK | NY | 10028 | No Relationship | PC | to accomplish its stated mission | $1,500 | |
| Wikipedia | ||||||||
| PO BOX 98204 | Washington | DC | 20090 | No Relationship | PC | to accomplish its stated mission | $500 | |
| The Oaks School | ||||||||
| 6817 Franklin Avenue | Los Angeles | CA | 90028 | No Relationship | 509a1 | to accomplish its stated mission | $10,000 | |
| Adas Israel Congregation | ||||||||
| 2850 Quebec Street | Washington | DC | 20008 | No Relationship | 509a1 | to accomplish its designated mission | $3,000 | |
| Society for Maternal Fetal Medicine | ||||||||
| 409 12th Street | Washington | DC | 20024 | No Relationship | 509a1 | To assist with its stated mission | $1,000 | |
| Baltimore Community Foundation | ||||||||
| 11 East Mt Royal Avenue | Baltimore | MD | 21202 | No Relationship | 509a1 | to assist with its stated mission | $1,150 | |
| Cambodian American Foundation | ||||||||
| 788 Lexington Avenue | New York | NY | 10065 | No Relationship | 509a1 | to assist in accomplishing its stated mission | $5,000 | |
| Neuropsychoanalysis Foundation | ||||||||
| 38 East 63rd Street | NEW YORK | NY | 10065 | No Relationship | 509a1 | to assist in accomplishing its stated mission | $20,500 | |
| American Skin Association | ||||||||
| 335 Madison Avenue | New York | NY | 10017 | No Relationship | 509a1 | to assist in the accomplishment of its stated mission | $10,000 | |
| Central Park Conservancy | ||||||||
| 14 East 60th Street | New York | NY | 10022 | No Relationship | 509a1 | to assist with its accomplishing the stated mission of the organization | $25,000 | |
| Simmons University | ||||||||
| 300 Fenway | Boston | MA | 02115 | No Relationship | 509a1 | to assist in the accomplishment of its mission | $10,000 | |
| Provide | ||||||||
| P O Box 8265 | Roundrock | TX | 78683 | No Relationship | 509a1 | to help it accomplish its stated mission | $2,000 | |
| Metropolitan Opera | ||||||||
| 30 Lincoln Center Plaza | New York | NY | 10023 | No Relationship | 509a1 | to accomplish its stated mission | $2,750 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $678,922 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (7 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | TotalIncomeProducingActyAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Common Stock and Preferred Stocks | StockNm |
| EOY Book Value | $30,702,761 | EOYBookValueAmt |
| EOYFMV | $30,702,761 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Filing fee NY State $750. Safety Deposit Box $327. ALM Media Ad $160. | Desc |
| Revenue And Expenses Per Books | $1,237 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $327 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | The sum of $766,142 reconciles errors and omissions in the prior yr tax return prepared electronical | Desc |
| Amt | $917,072 | Amt |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Form 990 for The Edlow Family Fund was filed in a timely manner electronically via Express 990 but the IRS rejected it because the IRS's computer believed that The Edlow Family Fund Inc had filed its "final" return two years prior. This was an error. The Fund has been filing since 1983. In addition monies deposited to pay the excise taxes were in suspension at the IRS because the account of the Fund was not open in its computer. Therefore the IRS should not impose a penalty because of the so-called late filing. I have been corresponding with the IRS all through the pandemic trying to get this straightened out. Sincerely Kenneth L. Edlow Vice-President and Secretary The Edlow Family Fund Inc. | ExplanationTxt |