BETA

FEIN ROSS FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
FEIN ROSS FAMILY FOUNDATION (EIN 61-1616420)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-04-29
IRS object ID
202221199349101737
Schema version
2021v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-04-29T12:45:03-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222747215PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GOODMAN O'MALLEY ROSAMILIA & VOORMANBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1210 MALAPARDIS ROAD SUITE 104AddressLine1Txt
CityCEDAR KNOLLSCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07927ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN611616420EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FEINROSS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFEINBusinessNameControlTxt
Phone2129163197PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1335 MADISON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSANDER B ROSSPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2129163197PhoneNum
Signature2022-03-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSANDERPersonFirstNm
Person LastROSSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH ROSAMILIA CPAPreparerPersonNm
PTINP00022984PTIN
Phone9735990999PhoneNum
Preparation2022-04-29PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,223,496FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$269,738ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$62,929DividendsRevAndExpnssAmt
Dividends Net Invst Incm$62,929DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$87,006NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$354,589GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$87,006CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$419,673TotalRevAndExpnssAmt
Total Net Invst Incm$149,935TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,813AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$2,813AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,063TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,063TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$93,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$93,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$96,313TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$96,313TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$323,360ExcessRevenueOverExpensesAmt
Net Investment Income$149,935NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$398,610CashBOYAmt
Cash EOY$317,641CashEOYAmt
Cash EOYFMV$317,641CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$996,918CorporateStockBOYAmt
Corporate Stock EOY$1,305,559CorporateStockEOYAmt
Corporate Stock EOYFMV$1,905,855CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,395,528TotalAssetsBOYAmt
Total Assets EOY$1,623,200TotalAssetsEOYAmt
Total Assets EOYFMV$2,223,496TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,395,528RetainedEarningBOYAmt
Retained Earning EOY$1,623,200RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,395,528TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,623,200TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,395,528TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,623,200TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,395,528TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$323,360ExcessRevenueOverExpensesAmt
Other Increases$4,122OtherIncreasesAmt
Subtotal$1,723,010SubtotalAmt
Other Decreases$99,810OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,623,200TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES SCHEDULE ATTACHEDD2020-12-312021-12-31$340,919$0$267,583$73,336$0$0$0$73,336
CAPITAL GAINS DIVIDENDSP2020-12-312021-12-31$11,604$0$0$11,604$0$0$0$11,604
CAPITAL GAINS DIVIDENDSP2020-12-312021-12-31$2,066$0$0$2,066$0$0$0$2,066
FieldValueIRS element (for citing)
Capital Gain Net Income$87,006CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,084InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,084SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,084TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,832EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,832TotalPaymentsAndCreditsAmt
Original Return Overpayment-$2,832OriginalReturnOverpaymentAmt
Overpayment$748OverpaymentAmt
Applied To ES Tax$748AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSANDER B ROSSIndividualWithBooksNm
Phone2129163197PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1335 MADISON AVEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROL FEIN ROSS
240 EAST 47TH STREET 18ENEW YORKNY100172036PRESIDENT0.25$0$0$0
SANDER B ROSS
240 EAST 47TH STREET 18ENEW YORKNY100172036TREASURER2.00$0$0$0
MELISSA F ROSS
1330 WEST AVE APT 2007MIAMI BEACHFL33139DIRECTOR0.00$0$0$0
LINDSEY ROSS NEIMAND
2 LEISURE FARM DRIVEARMONKNY105041925DIRECTOR0.00$0$0$0
HILLARY ROSS POSTERNAK
11 OAK LANESCARSDALENY10583DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,623,659AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$388,092AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,011,751TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,011,751AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,176CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,981,575NetVlNoncharitableAssetsAmt
Minimum Investment Return$99,079MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$99,079MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,084TaxBasedOnInvestmentIncomeAmt
Total Tax$2,084TotalTaxAmt
Distributable Before Adj$96,995DistributableBeforeAdjAmt
Distributable Before Ded$96,995DistributableBeforeDedAmt
Distributable As Adjusted$96,995DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$96,313ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$96,313QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$96,995DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,231ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,231TotalExcessDistributionCyovAmt
Qualifying Distributions$96,313QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$96,313AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$682ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$682ExcessDistributionCyovAppCYAmt
Total Corpus$7,549TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,549ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$7,549ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCAROL FEIN ROSSContributingManagerNm
Contributing ManagerSABDER B ROSSContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AJC GLOBAL JEWISH ADVOCACY
165 EAST 56 STREETNEW YORKNY10022PCRELIGIOUS, COMMUNITYAND EDUCATIONALACTIVITIES$25,000
UNIVERSITY OF MASSACHUSETTS
388 NORTH PLEASANT STREETAMHERSTMA01002PCRELIGIOUS, COMMUNITYAND EDUCATIONALACTIVITIES$10,000
BIRTHRIGHT ISRAEL FOUNDATION
33 E 33RD STREET 7TH FLNEW YORKNY10016PCRELIGIOUS, COMMUNITYAND EDUCATIONALACTIVITIES$1,500
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158PCEDUACTION AND COMBATDISCRIMINATION$500
UJA FEDERATION OF NEW YORK
130 EAST 59TH STREETNEW YORKNY10022PCRELIGIOUS, COMMUNITYAND EDUCATIONALACTIVITIES$5,000
WORLD JEWISH CONGRESS AMERICAN SECTION INC
501 MADISON AVENUENEW YORKNY10022PCRELIGIOUS, COMMUNITYAND EDUCATIONALACTIVITIES$1,000
AJC GLOBAL JEWISH ADVOCACY
165 EAST 56 STREETNEW YORKNY10022PCRELIGIOUS, COMMUNITYAND EDUCATIONALACTIVITIES$10,000
STUDENT ADVOCACY
3 WEST MAIN STREET SUITE 212NEW YORKNY10523PCADVOCATE FORSTUDENT RIGHTS$250
CORNELL UNIVERSITY
130 E SENECA STREET SUITE 400ITHACANY14850PCUNIVERSITY EDUCATIONPROGRAMS$10,000
THE FORWARD ASSOCIATION INC
125 MAIDEN LANENEW YORKNY10038PCSOCIAL AND POLITICALAWARENESS PROGRAMS$1,000
UNIVERSITY OF PENNSYLVANIA
2929 WALNUT STREET SUITE 300PHILADELPHIAPA19104PCLAW SCHOOL PROGRAMSAND SCHOLARSHIPS$2,500
THE NATIONAL MS SOCIETY
733 3RD AVENUENEW YORKNY10017PCRESEARCH AND ASSITANCEPROGRAMS FOR MULTIPLE SCLEROSIS$1,000
BROOKLYN LAW SCHOOL
250 JORALEMON STBROOKLYNNY11201PCLAW SCHOOL PROGRAMSAND SCHOLARSHIPS$1,000
THE SMART RIDE
1314 E LAS OLAS BLVD STE 302FORT LAUDERDALEFL33301PCRESEARCH AND ASSISTANCEPROGRAMS FOR AIDS/HIV$1,000
UNIVERSITY OF MASSACHUSETTS
388 NORTH PLEASANT STREETAMHERSTMA01002PCRELIGIOUS, COMMUNITYAND EDUCATIONALACTIVITIES$5,000
US HOLOCAUST MUSEUM
100 RAOUL WALLENBERG PLWASHINGTONDC20024PCRELIGIOUS, COMMUNITYAND EDUCATIONALACTIVITIES$1,000
UJA FEDERATION OF NEW YORK
130 EAST 59TH STREETNEW YORKNY10022PCRELIGIOUS, COMMUNITYAND EDUCATIONALACTIVITIES$15,000
WESTCHESTER JEWISH COMMUNITY SERVICES
845 NORTH BROADWAYWHITE PLAINSNY10603PCRELIGIOUS, COMMUNITYAND EDUCATIONALACTIVITIES$1,000
TENEMENT MUSEUM
103 ORCHARD STNEW YORKNY10002PCRELIGIOUS, COMMUNITYAND EDUCATIONALACTIVITIES$250
PROJECT RENEWAL INC
200 VARICK STNEW YORKNY10014PCRELIGIOUS, COMMUNITYAND EDUCATIONALACTIVITIES$250
NORTHERN WESTCHESTER HOSPITAL
400 EAST MAIN STREETMT KISCONY10549PCRELIGIOUS, COMMUNITYAND EDUCATIONALACTIVITIES$1,000
(no name)
PC$0
(no name)
PC$0
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$93,250TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$62,929ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$87,006ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$149,935ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$149,935TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line NumberN/ALineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSANDER B AND CAROL FEIN ROSSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1240 EAST 47TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172136ZIPCd
FieldValueIRS element (for citing)
Total Contributions$269,738TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (21 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
11000 SHARES CLOUGH GLOBAL OPPRORTUNIT GLO$12,8802021-05-18
11400 SHARES CLOUGH GLOBAL OPPRORTUNIT GLO$20,0962021-06-24
11400 SHARES CLOUGH GLOBAL OPPRORTUNIT GLO$14,2562021-06-29
11100 SHARES ADVENT CLAYMORE CONV SEC AVK$21,6922021-07-12
1800 SHARES BLACKROCK MULTIYLD QUALIT MQT$11,9602021-07-27
1700 SHARES CLOUGH GLOBAL EQUITY CF GLQ$10,9772021-08-08
1CLOUGH GLOBAL EQUITY CF GLQ$18,9182021-08-17
11300 SHARES MILLER HOWARD HIGH INCOME HIE$12,9092021-08-23
1500 SHARES BLACKROCK ENHCD CAPITL A CII$10,6982021-08-24
1500 SHARES BLACKROCK ENHCD CAPITL A CII$10,7302021-08-26
1400 SHARES CLEARBRIDGE MLP AND MIDS CEM$10,9042021-09-02
1ROYCE VALUE CF RVT$11,3732021-10-20
1300 SHARES TORTOISE MIDSTRM ENERGY NTG$10,0622021-10-20
1400 SHARES EATON VANCE TAX ADVANTAGE EVT$11,6722021-10-21
1600 SHARES ADAMS NATURAL RESOURCES PEO$10,2062021-11-01
1400 SHARES CUSHING MLP INFRA TOTAL SRV$14,0292021-11-07
1500 SHARES ADAMS DIVERSIFIED EQUITY ADX$11,0352021-11-15
1500 SHARES BLACKROCK MULTIYIELD NY Q MYN$7,1402021-11-22
1800 SHARES BLACKROCK MULTIYIELD NY Q MYN$11,4152021-12-18
11000 SHARES PUTNAM MUNICIPAL OPPORTU PMO$14,8402021-12-22
1800 SHARES PUTNAM MUNICIPAL OPPORTU PMO$11,9852021-12-23

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryGOODMAN O'MALLEY ROSAMILIA & VOORMAN TAX PREPARATIONCategoryTxt
Amt$2,813Amt
Disbursements Charitable Prps$2,813DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescGross Sales PriceGrossSalesPriceAmtBasis MethodBasisMethodTxtSales ExpenseSalesExpenseAmtTotal NetTotalNetAmt
PUBLICLY TRADED SECURITIES SCHEDULE ATTACHED$340,919Cost$267,583$73,336
CAPITAL GAINS DIVIDENDS$11,604$11,604
SHORT TERM CAPITAL GAINS DIVIDENDS$2,066$2,066

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
8909 AT&T INC$64,252$219,161
1000 ADAMS DIVERSIFIED EQUITY$16,618$19,410
600 ADAMS NATURAL RESOURCES$5,736$9,912
1100 ADVENT CLAYMORE CONV SEC$14,012$20,306
2100 ARES CAPITAL CORP$34,462$44,499
3800 ARES DYNAMIC CREDIT ALLO$58,597$62,054
3000 BLACKROCK ENHCD CAPITL A$37,711$66,360
1500 CENTRAL SECURITIES CF$33,626$66,870
350 CITIGROUP INC$17,559$21,137
400 CLEARBRIDGE MLP AMD MIDS$5,259$10,764
600 COHEN AND TEERS INFRAST$12,765$17,100
400 CUSHINGMLP INFRA TOTAL$6,624$12,200
450 DELTA AIR LINES INC DEL$4,276$17,586
400 EAGLE POINT INCOME COMPA$7,044$6,812
1200 EATONVANCE TAX ADVANTAG$22,682$35,748
2000 HIGHLAND GLOB ALLO NAV C$22,571$18,140
1304 INTEL CORP$25,204$67,156
3300 KKR INCOME OPPORTUNITIES$53,397$55,836
1300 MILLER HOWARD HIGH INCOME$8,497$13,416
2400 PENNANTPARK CAP LTD$27,836$30,648
1637 PIMCO DYNAMIC INCOME CF$43,917$42,415
600 ROYCE VALUE CF$6,582$11,754
500 TOMPKINS FINL$21,761$41,790
300 TORTOISE MIDSTREAM ENERGY$4,566$9,147
1100 VIRTUS DIVIN INT & PREM$10,901$17,666
400 WALT DISNEY CO$8,782$61,956
1550 SPDR S&P EFT$560,776$736,188
5000 EAGLE POINT C 6.6875% PFD$126,451$126,650
1400 EAGLE POINT CRE 6.75% PFD$35,504$35,524
300 EAGLE POINT CRE 7.75% PFD$7,591$7,650

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDIFFERENCE BETWEEN FAIR MARKET VALUE AND DONOR'S ADJUSTED BASIS ON DONATED SECURITIESDesc
Amt$99,810Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEE FOR NY CHAR 500Desc
Revenue And Expenses Per Books$250RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
NON DIVIDEND DISTRIBUTIONS$3,812
TAX EXEMPT DIVIDENDS$310

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