REDEL FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- REDEL FOUNDATION INC (EIN 13-3082842)
- Tax period
- 2020-11-01 to 2021-10-31
- Filed
- 2022-02-07
- IRS object ID
- 202230389349100208
- Schema version
- 2020v4.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-07T09:40:02-06:00 | ReturnTs |
| Tax Period End | 2021-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112478841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRACHTENBERG & PAUKER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CROSSWAYS PARK W | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133082842 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE REDEL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REDE | BusinessNameControlTxt |
| Phone | 9173272987 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2109 BROADWAY NO 13-160 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSICA REDEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9173272987 | PhoneNum |
| Signature | 2022-02-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JESSICA | PersonFirstNm |
| Person Last | REDEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD T GUILFOYLE | PreparerPersonNm |
| PTIN | P00109390 | PTIN |
| Phone | 5164967100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $761,478 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $29,616 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,616 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,831 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $375,735 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,831 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $35,447 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,447 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,840 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,840 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,706 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,146 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,840 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,979 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,979 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,125 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,840 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,979 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,678 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,607 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,129 | CashBOYAmt |
| Cash EOY | $15,544 | CashEOYAmt |
| Cash EOYFMV | $15,544 | CashEOYFMVAmt |
| Corporate Stock BOY | $625,479 | CorporateStockBOYAmt |
| Corporate Stock EOY | $612,386 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $745,934 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $630,608 | TotalAssetsBOYAmt |
| Total Assets EOY | $627,930 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $761,478 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $630,608 | CapitalStockBOYAmt |
| Capital Stock EOY | $627,930 | 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 | $630,608 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $627,930 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $630,608 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $627,930 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $630,608 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,678 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $627,930 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $627,930 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| HSBC HOLDINGS PLC PFD | 2018-08-16 | 2021-01-13 | $25,000 | $26,074 | -$1,074 | -$1,074 |
| HASBRO INC COM USD .5 | 2021-02-10 | 2021-07-28 | $4,151 | $3,780 | $371 | $371 |
| ATLAS CORP 7.125 | 2019-09-11 | 2021-07-12 | $10,000 | $10,404 | -$404 | -$404 |
| ATLAS CORP 7.125 | 2019-09-11 | 2021-07-12 | $1,375 | $1,429 | -$54 | -$54 |
| ATLAS CORP 7.125 | 2019-04-17 | 2021-07-12 | $1,125 | $1,150 | -$25 | -$25 |
| ATLAS CORP 7.125 | 2019-04-17 | 2021-07-09 | $12,695 | $12,781 | -$86 | -$86 |
| ONCOCYTE CORP COM | 2021-06-17 | 2021-06-30 | $2,900 | $2,590 | $310 | $310 |
| ONCOCYTE CORP COM | 2021-06-17 | 2021-06-21 | $2,700 | $2,590 | $110 | $110 |
| ATLAS CORP 7.125 | 2019-04-17 | 2021-06-16 | $6,317 | $6,391 | -$74 | -$74 |
| ATLAS CORP 7.125 | 2019-04-17 | 2021-05-26 | $15,240 | $15,337 | -$97 | -$97 |
| ATLAS CORP 7.125 | 2019-04-17 | 2021-05-24 | $10,287 | $10,353 | -$66 | -$66 |
| APPLE INC | 2015-03-30 | 2021-04-28 | $6,741 | $1,553 | $5,188 | $5,188 |
| READY CAP CORP SR NT 6.5 4-30-21 | 2019-11-25 | 2021-03-26 | $9,000 | $9,259 | -$259 | -$259 |
| READY CAP CORP SR NT 6.5 4-30-21 | 2019-11-19 | 2021-03-26 | $5,000 | $5,144 | -$144 | -$144 |
| AT&T INC COM USD 1 | 2021-04-28 | 2021-09-01 | $1,057 | $1,211 | -$154 | -$154 |
| READY CAP CORP SR NT 6.5 4-30-21 | 2019-11-14 | 2021-03-26 | $4,750 | $4,887 | -$137 | -$137 |
| TWO HBRS INVT CORP CM PFD D | 2021-01-29 | 2021-03-15 | $17,100 | $16,669 | $431 | $431 |
| TWO HBRS INVT CORP CM PFD D | 2021-01-29 | 2021-03-15 | $1,650 | $1,607 | $43 | $43 |
| WELLS FARGO CO 5.25 PFD | 2020-09-23 | 2021-03-15 | $6,250 | $6,293 | -$43 | -$43 |
| WELLS FARGO CO 4.75 PFD | 2021-01-29 | 2021-02-19 | $7,560 | $7,620 | -$60 | -$60 |
| WELLS FARGO CO 4.75 PFD | 2021-01-29 | 2021-02-19 | $5,042 | $5,080 | -$38 | -$38 |
| WELLS FARGO CO 5.25 PFD | 2020-09-23 | 2021-02-19 | $18,975 | $18,881 | $94 | $94 |
| HSBC HOLDINGS PLC PFD | 2014-04-04 | 2021-01-13 | $25,000 | $25,258 | -$258 | -$258 |
| HSBC HOLDINGS PLC PFD | 2013-07-11 | 2021-01-13 | $25,000 | $24,388 | $612 | $612 |
| HSBC HOLDINGS PLC PFD | 2013-03-07 | 2021-01-13 | $25,000 | $25,148 | -$148 | -$148 |
| HSBC HOLDINGS PLC PFD | 2012-09-04 | 2021-01-13 | $25,000 | $25,178 | -$178 | -$178 |
| HSBC HOLDINGS PLC PFD | 2012-09-09 | 2021-01-13 | $25,000 | $23,968 | $1,032 | $1,032 |
| HSBC HOLDINGS PLC PFD | 2011-01-25 | 2021-01-13 | $25,000 | $23,428 | $1,572 | $1,572 |
| HSBC HOLDINGS PLC PFD | 2010-08-26 | 2021-01-13 | $25,000 | $24,298 | $702 | $702 |
| WELLS FARGO CO 5.25 PFD | 2021-01-29 | 2021-03-15 | $18,750 | $19,050 | -$300 | -$300 |
| AT&T INC COM USD 1 | 2021-04-28 | 2021-09-01 | $7,070 | $8,105 | -$1,035 | -$1,035 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,831 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $412 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $412 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $412 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $680 | 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 | $680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $268 | OverpaymentAmt |
| Applied To ES Tax | $268 | 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 |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | 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 | JESSICA REDEL | IndividualWithBooksNm |
| Phone | 9173272987 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2109 BROADWAY 13-160 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JESSICA REDEL | ||||||||
| 2109 BROADWAY 13-160 | NEW YORK | NY | 10023 | DIRECTOR/PRES | 0.00 | $0 | $0 | $0 |
| VICTORIA REDEL | ||||||||
| 2109 BROADWAY 13-160 | NEW YORK | NY | 10023 | DIRECTOR/VP | 0.00 | $0 | $0 | $0 |
| CLAUDIA REDEL | ||||||||
| 2109 BROADWAY 13-160 | NEW YORK | NY | 10023 | DIRECTOR/SECY TREAS | 0.00 | $0 | $0 | $0 |
| MAX GREENES | ||||||||
| 2109 BROADWAY 13-160 | NEW YORK | NY | 10023 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JONAH-REDEL TRAUB | ||||||||
| 2109 BROADWAY 13-160 | NEW YORK | NY | 10023 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| 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 | $734,539 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,266 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $747,805 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $747,805 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,217 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $736,588 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,829 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,829 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $412 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $412 | TotalTaxAmt |
| Distributable Before Adj | $36,417 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,417 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,417 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,979 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $25,979 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $25,979 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,417 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,362 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,077 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,438 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $876 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $563 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,316 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,979 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,979 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $10,438 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,438 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,878 | 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 | $924 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,954 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,077 | ExcessFromYear4Amt |
| Excess From Year3 | $2,438 | ExcessFromYear3Amt |
| Excess From Year2 | $876 | ExcessFromYear2Amt |
| Excess From Year1 | $563 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JESSICA REDEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 |
| CITY HARVEST | |||||||
| 6 EAST 32 STREET | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 |
| DARTMOUTH COLLEGE | |||||||
| 6016 MCNUTT HALL | HANOVER | NH | 03755 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 |
| DAVID SHELDRICK WILDLIFE TRUST | |||||||
| 25283 CABOT ROAD 101 | LAGUNA HILLS | CA | 92653 | NONE | PUBLIC CHARITY | CONTRIBUTION | $500 |
| FINE ARTS WORK CENTER | |||||||
| 24 PEARL STREET | PROVINCETOWN | MA | 02657 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,025 |
| JEWISH COMMUNITY PROJECT | |||||||
| 40 WORTH ST 10TH FL | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | CONTRIBUTION | $650 |
| LEGAL INFORMATION FOR FAMILIES TODAY (LIFT) | |||||||
| 999 N CAPITOL STREET NE 310 | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | CONTRIBUTION | $500 |
| MADISON AVE PRESBYTERIAN CHURCH DAY SCHOOL (MAPCDS) | |||||||
| 921 MADISON AVE | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | CONTRIBUTION | $3,000 |
| MUSEUM OF MODERN ART (MOMA) | |||||||
| 11 W 53RD STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | CONTRIBUTION | $600 |
| NEW YORK CITY BALLET | |||||||
| 20 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | CONTRIBUTION | $4,000 |
| NEW YORK ZEN CENTER FOR CONTEMPLATIVE CARE | |||||||
| 119 WEST 23RD STREET 401 | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | CONTRIBUTION | $2,000 |
| NY PUBLIC LIBRARY | |||||||
| 476 5TH AVE | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 |
| NEW YORK BOTANICAL GARDNES (NYBG) | |||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | NONE | PUBLIC CHARITY | CONTRIBUTION | $300 |
| PLANNED PARENTHOOD | |||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 |
| RAICES | |||||||
| 1305 NORTH FLORES STREET | ST ANTONIO | TX | 78212 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 |
| SIERRA CLUB | |||||||
| 2101 WEBSTER STREET SUITE 1300 | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 |
| TIGER HAVEN | |||||||
| 237 HARVEY RD | KINGSTON | TN | 37763 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 |
| AHA FOUNDATION | |||||||
| 130 7TH AVE | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 |
| AMERICAN BALLET THEATRE | |||||||
| 890 BROADWAY | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | CONTRIBUTION | $250 |
| ANIMAL HAVEN | |||||||
| 200 CENTRE ST | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | CONTRIBUTION | $500 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 |
| EAST HAMPTON GUILD HALL | |||||||
| 58 MAIN ST | EAST HAMPTON | NY | 11937 | NONE | PUBLIC CHARITY | CONTRIBUTION | $250 |
| FOUR WAY BOOKS | |||||||
| PO BOX 535 VILLAGE STATION | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITY | CONTRIBUTION | $104 |
| FRICK MUSEUM | |||||||
| 1 EAST 70TH ST | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | CONTRIBUTION | $300 |
| WATER KEEPER ALLIANCE | |||||||
| 180 MAIDEN LANE 603 | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,979 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $29,616 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,831 | RelatedOrExemptFunctionIncmAmt |
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 | $35,447 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,447 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INCOME NECESSARY FOR THE CONTINUATION AND PRESERVATION OF CHARITABLE AVTIVITIES |
| 8 | INCOME NECESSARY FOR THE CONTINUATION AND PRESERVATION OF CHARITABLE ACTIVITIES |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $4,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS | StockNm |
| EOY Book Value | $612,386 | EOYBookValueAmt |
| EOYFMV | $745,934 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES, OFFICE & MISC. | $1,606 | $0 | $0 |
| LICENSES & PERMITS | $100 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $5,840 | Amt |
| Net Investment Income | $5,840 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments