ESSEL FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ESSEL FOUNDATION INC (EIN 13-6191234)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-04-15
- IRS object ID
- 202231059349102158
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-15T14:12:55-05:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136191234 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ESSEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GEOFFREY SIMON | InCareOfNm |
| Business Name Control | ESSE | BusinessNameControlTxt |
| Phone | 9146987133 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 WESTCHESTER AVENUE | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEOFFREY SIMON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2127519100 | PhoneNum |
| Signature | 2022-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GEOFFREY | PersonFirstNm |
| Person Last | SIMON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN LIN CPA | PreparerPersonNm |
| PTIN | P01549051 | PTIN |
| Phone | 2127519100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | $108,655,024 | 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 | $6,458,120 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,221,038 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,221,038 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,613,320 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,274,362 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,613,322 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,292,478 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,834,360 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $39,756 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $39,756 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,223 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $16,223 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $272,440 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,992 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,500 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $575,023 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $575,023 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $903,442 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $587,015 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $57,479 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,450,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,450,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,353,442 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $587,015 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,507,479 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,060,964 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,247,345 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,300,893 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,868,886 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,868,886 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $37,576,453 | CorporateStockBOYAmt |
| Corporate Stock EOY | $63,125,528 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $70,280,350 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $22,767,533 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,664,928 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,059,074 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,047,604 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,446,714 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,446,714 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $74,692,483 | TotalAssetsBOYAmt |
| Total Assets EOY | $100,106,056 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $108,655,024 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $172,478 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $172,478 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $172,478 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $172,478 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $95,962,078 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $99,924,301 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $95,962,078 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $99,924,301 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $96,134,556 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $100,096,779 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $95,962,078 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,060,964 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,023,187 | OtherIncreasesAmt |
| Subtotal | $99,924,301 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $99,924,301 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|
| FLOWTHROUGH FROM PARTNERSHIPS ST | $178,308 | -$178,308 | -$178,308 | |
| FLOWTHROUGH FROM PARTNERSHIPS LT | $1,151,975 | $1,151,975 | $1,151,975 | |
| RBC #0102 LT GAINS | $2,884,176 | $2,712,093 | $2,712,093 | $5,596,269 |
| RBC #0102 ST GAINS | $5,228,158 | $93,102 | $93,102 | $5,321,260 |
| RBC #0102 ST LOSS | $2,370,398 | -$165,540 | -$165,540 | $2,204,858 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,613,322 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $72,938 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $72,938 | SubtotalAmt |
| Tax Based On Investment Income | $72,938 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $204,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $204,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $131,062 | OverpaymentAmt |
| Applied To ES Tax | $131,062 | AppliedToESTaxAmt |
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 |
| 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 |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEOFFREY SIMON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8137846834 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 WESTCHESTER AVE | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JANICE LIEBER | ||||||||
| 2500 WESTCHESTER AVENUE | PURCHASE | NY | 10577 | secretary | 0 | $0 | $0 | $0 |
| MARY RUBIN | ||||||||
| 2500 WESTCHESTER AVENUE | PURCHASE | NY | 10577 | TREASURER | 0 | $0 | $0 | $0 |
| GEOFFREY SIMON | ||||||||
| 2500 WESTCHESTER AVENUE | PURCHASE | NY | 10577 | chairman/president | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $101,599,069 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,274,489 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,258,525 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $112,132,083 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $112,132,083 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,681,981 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $110,450,102 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,522,505 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,522,505 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $72,938 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $72,938 | TotalTaxAmt |
| Distributable Before Adj | $5,449,567 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,449,567 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,449,567 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,507,479 | 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 | $18,507,479 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $18,507,479 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,449,567 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $168,016 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $3,170,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,338,016 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,507,479 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $5,449,567 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,057,912 | RemainingDistriFromCorpusAmt |
| Total Corpus | $16,395,928 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $168,016 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,227,912 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $3,170,000 | ExcessFromYear1Amt |
| Excess From Current Year | $13,057,912 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CONSTANCE LIEBER DECEASED | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| COLUMBIA UNIVERSITY | ||||||||
| 622 WEST 113ST MAIL CODE 4524 | New York | NY | 10025 | NONE | PC | UNRESTRICTED GRANT | $350,000 | |
| WILLIAMS COLLEGE | ||||||||
| 880 Main St | Williamstown | MA | 01267 | NONE | PC | UNRESTRICTED GRANT | $200,000 | |
| University of Florida | ||||||||
| Gainesville | GAINESVILLE | FL | 32611 | NONE | PC | UNRESTRICTED GRANT | $50,000 | |
| Trustees Of Columbia University | ||||||||
| Low Memorial Library | NEW YORK | NE | 10027 | NONE | PC | UNRESTRICTED GIFT | $350,000 | 535 W 116th St |
| THE LIEBER INSTITUTE FOR BRAIN DEVELOPMENT | ||||||||
| 855 N Wolfe St | BALTIMORE | MD | 21205 | NONE | PC | UNRESTRICTED GIFT | $803 | Suite 300 |
| THE LIEBER INSTITUTE FOR BRAIN DEVELOPMENT | ||||||||
| 855 N Wolfe St | BALTIMORE | MD | 21205 | NONE | POF | UNSRESTRICTED GRANT | $14,999,197 | Suite 300 |
| BRIAN & BEHAVIOR RESEARCH FOUNDATION | ||||||||
| 747 3RD AVE 33RD FLOOR | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED GRANT | $3,747 | |
| BRIAN & BEHAVIOR RESEARCH FOUNDATION | ||||||||
| 747 3RD AVE 33RD FLOOR | NEW YORK | NY | 10017 | NONE | PC | UNSRESTRICTED GRANT | $2,496,253 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,450,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,221,038 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,613,320 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,834,358 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,834,358 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| STEPHEN A LIEBER 20 YEAR CLAT | ||||||
| 1 | 1210 GREACEN POINT ROAD | MAMARONECK | NY | 10543 | $1,444,113 | Yes (X) |
| STEPHEN A LIEBER 30 YEAR CLAT | ||||||
| 2 | 1210 GREACEN POINT ROAD | MAMARONECK | NY | 10543 | $1,014,007 | Yes (X) |
| CONSTANCE E LIEBER REV TRUST | ||||||
| 3 | 1210 GREACEN POINT ROAD | MAMARONECK | NY | 10543 | $4,000,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,223 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,223 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RBC INVESTMENT | StockNm |
| EOY Book Value | $63,125,528 | EOYBookValueAmt |
| EOYFMV | $70,280,350 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALPINE WOODS GROWTH VALUE LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $24,664,928 | BookValueAmt |
| EOYFMV | $26,059,074 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $39,756 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $39,756 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM STEPHEN LIEBER 20 YR | $1,444,113 | $1,444,113 | $1,444,113 |
| DUE FROM STEPHEN LIEBER 30 YR | $1,014,007 | $1,014,007 | $1,014,007 |
| DUE FROM BROKER | $589,484 | -$11,406 | -$11,406 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT FEES | $343,166 | $343,166 | $0 | $0 |
| PORTFOLIO DEDUCTION | $231,857 | $231,857 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH IN LIEU | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS | $10,978,223 |
| BOOK TAX DIFFERENCE | $44,964 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE TO ALPINE WOODS | $172,478 | $70,000 |
| TAXES PAYABLE | $0 | $102,478 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $258,948 | $0 | $0 | $0 |
| FOREIGN TAXES | $11,992 | $11,992 | $0 | $0 |
| FILING FEE | $1,500 | $0 | $0 | $1,500 |
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