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ROSALIND AND FRANKLYN SCHAEFER FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ROSALIND AND FRANKLYN SCHAEFER FAMILY FOUNDATION (EIN 35-7085237)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-08-12
IRS object ID
202222249349101202
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-08-12T09:36:45-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133791592PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PERELSON WEINER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1299 PARK AVENUE 2ND FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101710002ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN357085237EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROSALIND AND FRANKLYN SCHAEFER FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROSABusinessNameControlTxt
Phone5168832790PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1120 WEST CREEK FARMS ROADAddressLine1Txt
CitySANDS POINTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11050ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROSALIND SCHAEFERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5168832790PhoneNum
Signature2022-08-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROSALINDPersonFirstNm
Person LastSCHAEFERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBERNARD M HOLAND CPAPreparerPersonNm
PTINP01227231PTIN
Phone2126053100PhoneNum
Preparation2022-08-04PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$3,550,503FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$485,675ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$10InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$114,978DividendsRevAndExpnssAmt
Dividends Net Invst Incm$114,978DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$74,922NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,000,799GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$232,622CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$675,585TotalRevAndExpnssAmt
Total Net Invst Incm$347,610TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$9,291OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,291OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,541TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,791TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$191,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$191,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$210,991TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,791TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$193,950TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$464,594ExcessRevenueOverExpensesAmt
Net Investment Income$330,819NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$60,918CashBOYAmt
Cash EOY$79,810CashEOYAmt
Cash EOYFMV$79,810CashEOYFMVAmt
Corporate Stock BOY$2,656,458CorporateStockBOYAmt
Corporate Stock EOY$3,083,526CorporateStockEOYAmt
Corporate Stock EOYFMV$3,096,492CorporateStockEOYFMVAmt
Other Investments BOY$154,955OtherInvestmentsBOYAmt
Other Investments EOY$157,332OtherInvestmentsEOYAmt
Other Investments EOYFMV$374,201OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,872,331TotalAssetsBOYAmt
Total Assets EOY$3,320,668TotalAssetsEOYAmt
Total Assets EOYFMV$3,550,503TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,872,331RetainedEarningBOYAmt
Retained Earning EOY$3,320,668RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,872,331TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,320,668TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,872,331TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,320,668TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,872,331TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$464,594ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,336,925SubtotalAmt
Other Decreases$16,257OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,320,668TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
1,468.000 SHS HOTCHKIS & WILEY HIGH YIELD I$16,890$16,595$295$295
1,074.000 SHS PACIFIC FUNDS FLOATING RATE INC$10,470$10,478-$8-$8
30,802.000 SHS HOTCHKIS & WILEY HIGH YIELD I$354,715$374,524-$19,809-$19,809
4,055.000 SHS PACIFIC FUNDS FLOATING RATE INC$39,530$41,105-$1,575-$1,575
5,000.000 SHS EMERSON ELECTRIC CO$483,024$325,475$157,549$157,549
CAPITAL GAINS DIVIDENDS$96,170$96,170$96,170P
FieldValueIRS element (for citing)
Capital Gain Net Income$232,622CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,598InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,598SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,598TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$15,013EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$15,013TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$10,415OverpaymentAmt
Applied To ES Tax$10,415AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROSALIND SCHAEFERIndividualWithBooksNm
Phone5168832790PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1120 WEST CREEK FARMS ROADAddressLine1Txt
CitySANDS POINTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11050ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROSALIND SCHAEFER
120 WEST CREEK FARMS ROADSANDS POINTNY11050TRUSTEE0.25$0$0$0
PHILIP SCHAEFER
105 KETTLE CREEK ROADWESTONCT06883TRUSTEE0.25$0$0$0
DIANE SCHAEFER AMPAGOUMIAN
209 PARK STREETNEW CANAANCT06840TRUSTEE0.25$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)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,086,801AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$123,458AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,210,259TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,210,259AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$48,154CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,162,105NetVlNoncharitableAssetsAmt
Minimum Investment Return$158,105MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$158,105MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,598TaxBasedOnInvestmentIncomeAmt
Total Tax$4,598TotalTaxAmt
Distributable Before Adj$153,507DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$153,507DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$153,507DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$193,950ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$193,950QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$153,507DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$26,665ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$7,992ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$17,222ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$15,517ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$67,396TotalExcessDistributionCyovAmt
Qualifying Distributions$193,950QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$153,507AppliedToCurrentYearAmt
Remaining Distri From Corpus$40,443RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$107,839TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$107,839ExcessDistriCyovToNextYrAmt
Excess From Year4$26,665ExcessFromYear4Amt
Excess From Year3$7,992ExcessFromYear3Amt
Excess From Year2$17,222ExcessFromYear2Amt
Excess From Year1$15,517ExcessFromYear1Amt
Excess From Current Year$40,443ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LONG ISLAND UNIVERSITY
1 UNIVERSITY PLAZABROOKLYNNY11201NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$50,000
ASPCA
424 E 92ND STREETNEW YORKNY10128NONEPCTO PROVIDE EFFECTIVE MEANS FOR THE PREVENTION OF CRUELTY TO ANIMALS THROUGHOUT THE UNITED STATES.$25,000
ST FRANCIS HOSPITAL FOUNDATION
100 PORT WASHINGTON BLVDROSLYNNY11576NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$25,000
THE MICHAEL J FOX FOUNDATION
469 7TH AVENUENEW YORKNY10018NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$15,000
HAMPTON CLASSIC FOUNDATION CHARITY
PO BOX 3013BRIDGEHAMPTONNY11932NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$12,500
JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL
633 THIRD AVENUENEW YORKNY10017NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$10,000
UJA-FEDERATION OF NEW YORK
130 E 59TH STNEW YORKNY10022NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$10,000
CROHN'S & COLITIS FOUNDATION
733 THIRD AVENUE SUITE 510NEW YORKNY10017NONEPCTO FIND CURES FOR CROHN'S DISEASE AND ULCERATIVE COLITIS.$5,000
PINK AID
670 POST RD EWESTPORTCT06880NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$5,000
THE CONSERVATIVE SYNAGOGUE
30 HILLSPOINT RDWESTPORTCT06880NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$5,000
NEW YORK CITY POLICE FOUNDATION INC
555 FIFTH AVENUENEW YORKNY10017NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$5,000
DUKE UNIVERSITY
615 CHAPEL DRIVEDURHAMNC27708NONEPCGENERAL SUPPORT OF THE UNIVERSITY.$3,000
ANTI-DEFAMATION LEAGUE
605 3RD AVENEW YORKNY10158NONEPCTO FIGHT ANTI-SEMITISM AND ALL FORMS OF BIGOTRY IN THE U.S. AND ABROAD THROUGH INFORMATION, EDUCATION, LEGISLATION AND ADVOCACY.$2,000
JEWISH SENIOR LIFE COMMUNITY SERVICES
2980 CLINTON AVE SROCHESTERNY14623NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$2,000
ALZHEIMER'S ASSOCIATION
60 E 42ND ST 2240NEW YORKNY10165NONEPCTO IMPROVE THE CARE OF PEOPLE LIVING WITH ALZHEIMER'S AND TO FIND A CURE.$1,500
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVDDENVERCO80221NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,500
THE UNITED STATES EQUESTRIAN TEAM FOUNDATION
1040 POTTERSVILLE RDGLADSTONENJ07934NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,500
BREAST CANCER RESEARCH FOUNDATION
28 W 44TH ST 609NEW YORKNY10036NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,250
NY PUBLIC RADIO
PO BOX 1550NEW YORKNY10116NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,200
DELIVERING GOOD
266 W 37TH ST 22ND FLNEW YORKNY10018NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,000
EQUUS FOUNDATION
168 LONG LOTS ROADWESTPORTCT06880NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,000
OLD FIELD FARMS
349 SARAH WELLS TRAILGOSHENNY10924NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,000
PORT WASHINGTON FIRE DEPARTMENT
423 PORT WASHINGTON BLVDPORT WASHINGTONNY11050NONEPCGENERAL SUPPORT OF THE DEPARTMENT.$1,000
SANDS POINT POLICE DEPARTMENT
26 TIBBITS LNPORT WASHINGTONNY11050NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,000
THE LEUKEMIA AND LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVE SUITE 200RYE BROOKNY10573NONEPCTO CURE LEUKEMIA, LYMPHOMA, HODGKIN'S DISEASE AND MYELOMA, AND IMPROVE THE QUALITY OF LIFE OF PATIENTS AND THEIR FAMILIES.$1,000
HADASSAH WOMEN'S ZIONIST ORGANIZATION OF AMERICA
40 WALL STREET 8TH FLOORNEW YORKNY10005NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,000
LTP FOUNDATION INC
195 MEADOWVIEW AVEHEWLITTNY11557NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,000
THEODORE ROOSEVELT SANCTUARY AND AUDUBON CENTERS
134 COVE RDOYSTER BAYNY11771NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,000
RIP MEDICAL DEBT
28-07 JACKSON AVE 5TH FLOORLONG ISLAND CITYNY11101NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$500
SID JACOBSON JEWISH COMMUNITY CENTER
300 FOREST DRGREENVALENY11548NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$191,450TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$114,978ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$74,922ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$189,910ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$189,910TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
ROSALIND SCHAEFER
1120 WEST CREEK FARMS ROADSANDS POINTNY11050$483,175Yes (X)
ROSALIND SCHAEFER
2120 WEST CREEK FARMS ROADSANDS POINTNY11050$2,500Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property5000.000 SHS EMERSON ELECTRIC CO: EMRNoncashPropertyDesc
Fair Market Value$483,175FairMarketValueAmt
Received2021-10-25ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$10,000Amt
Net Investment Income$7,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,500DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
22,375.9600 SHS VERSUS CAP REAL ASSET$526,987$602,808
49,960.8530 SHS BERNZOTT US SM CAP VALUE FD$744,442$719,936
51,815.9350 SHS PACIFIC FUNDS FLOATING$518,730$505,724
58,047.9820 SHS BRAMSHILL INCM PERFORAMNCE FD INST$583,753$606,021
10,000.0000 SHS CLAROS MORTGAGE TRUST INC$178,346$163,900
41,647.3710 SHS RATIONAL/PIER 88 CONVERT$531,268$498,103

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or Item816.7305 SHS VANGUARD INFORMATION TECH. ETFCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$157,332BookValueAmt
EOYFMV$374,201EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
NONDIVIDEND DISTRIBUTIONS$12,581
PY COST BASIS ADJUSTMENT$3,676

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescNYS FEESDesc
Revenue And Expenses Per Books$250RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$9,291Amt
Net Investment Income$9,291NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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