THEODORE AND RENEE WEILER FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THEODORE AND RENEE WEILER FOUNDATION INC (EIN 13-6181441)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-15
- IRS object ID
- 202241969349100229
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Compensation Explanation
- Contractor Compensation Expln
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-15T13:44:32-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113041037 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KANDEL & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 Pinelawn Road-Ste 302 | AddressLine1Txt |
| City | Melville | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136181441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Theodore & Renee Weiler Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THEO | BusinessNameControlTxt |
| Phone | 9172826135 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 Pinelawn Road 302 | AddressLine1Txt |
| City | Melville | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard Kandel | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2022-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Richard | PersonFirstNm |
| Person Last | Kandel | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard Kandel | PreparerPersonNm |
| PTIN | P00167249 | PTIN |
| Phone | 9172826135 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,404,995 | 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 |
| Interest On Sav Rev And Expnss | $33 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $126,467 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $126,467 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $576,563 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,478,092 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $576,563 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $703,063 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $703,063 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $50,764 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,764 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,917 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,377 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $789 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,588 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $103,058 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,553 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,588 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $365,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $365,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $468,058 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,553 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $397,588 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $235,005 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $641,510 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $55,328 | CashBOYAmt |
| Cash EOY | $27,903 | CashEOYAmt |
| Cash EOYFMV | $27,903 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $471,098 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,102,521 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,102,521 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,938 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $16,021 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $16,021 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $4,271,679 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,891,603 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,258,550 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,803,043 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,038,048 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,404,995 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,803,043 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,038,048 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,803,043 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,038,048 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,803,043 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,038,048 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,803,043 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $235,005 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,038,048 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,038,048 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Various Publicly Traded Securities-UBS | P | $349,959 | $243,300 | $106,659 | $106,659 |
| Various Publicly Traded Securities-Neuberger | P | $1,309,451 | $920,022 | $389,429 | $389,429 |
| Various Publicly Traded Securities-M/S | P | $818,520 | $738,207 | $80,313 | $80,313 |
| Household Int'l-Settlement | P | $162 | $162 | $162 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $576,563 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $576,563 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,917 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,917 | SubtotalAmt |
| Tax Based On Investment Income | $8,917 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,938 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $24,938 | TotalPaymentsAndCreditsAmt |
| Overpayment | $16,021 | OverpaymentAmt |
| Applied To ES Tax | $16,021 | 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 | Richard Kandel | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9172826135 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 Pinelawn Road-Suite 302 | AddressLine1Txt |
| City | Melville | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Richard Kandel | ||||||
| 15 W 53rd Street | New York | NY | 10019 | Treas.-Mgr. Dir | 4.00 | $40,000 |
| Alan Safir | ||||||
| 473 Mariner Drive | Jupiter | FL | 33477 | Pres.-Director | 1.00 | $0 |
| Jonathan J Kandel | ||||||
| 15 W 53rd Street | New York | NY | 10019 | Vice President | 0.00 | $0 |
| Joan Safir | ||||||
| 473 Mariner Drive | Jupiter | FL | 33477 | Vice President | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Neuberger Berman BD LLC | |||||
| 1290 Ave of the Americas | New York | NY | 10104 | Investment Advisory | $26,450 |
| UBS Financial Services | |||||
| 1285 Ave of the Americas | New York | NY | 10019 | Investment Advisory | $24,314 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,626,091 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $140,113 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,766,204 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,766,204 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $101,493 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,664,711 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $333,236 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $333,236 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,917 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,917 | TotalTaxAmt |
| Distributable Before Adj | $324,319 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $324,319 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $324,319 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $397,588 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $397,588 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $324,319 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $328,915 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $243,454 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $268,568 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $200,854 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $111,309 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,153,100 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $397,588 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $324,319 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $73,269 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,226,369 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $328,915 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $897,454 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $243,454 | ExcessFromYear4Amt |
| Excess From Year3 | $268,568 | ExcessFromYear3Amt |
| Excess From Year2 | $200,854 | ExcessFromYear2Amt |
| Excess From Year1 | $111,309 | ExcessFromYear1Amt |
| Excess From Current Year | $73,269 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Actors Fund of America | |||||||
| 729 7th Avenue | New York | NY | 10011 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| American Friends of the Israel Muse | |||||||
| 545 5th Avenue-Ste 920 | New York | NY | 10047 | N/A | PC | General & Capital Purposes, unless noted | $35,000 |
| American Friends of Israel Philharm | |||||||
| 122 East 42nd Street- Ste 4507 | New York | NY | 10168 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Breast Cancer Research Foundation | |||||||
| 28 W 44th St - 609 | New York | NY | 10036 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Crohn's Colitis Foundation | |||||||
| 3010 Westchester Ave-Ste106 | Purchase | NY | 10577 | N/A | PC | General & Capital Purposes, unless noted | $3,500 |
| Dancer's Group | |||||||
| 44 Gough Street | San Francisco | CA | 94103 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Federal Drugs Agent Foundation | |||||||
| 400 Jericho Turnpike - 2nd Floor | Jericho | NY | 11753 | N/A | PC | General & Capital Purposes, unless noted | $17,000 |
| Film at Lincoln Center | |||||||
| 70 Lincoln Center Plaza | New York | NY | 10023 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Israel Air Force Center Fdn | |||||||
| 4089 Genoa Drive | Lss Vegas | NV | 89141 | N/A | PC | General & Capital Purposes, unless noted | $25,000 |
| Jacob Burns Film Center | |||||||
| 405 Manville Road | Pleasantville | NY | 10570 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Katonah Museum of Art | |||||||
| 134 Jay Street | Katonah | NY | 10536 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Lee Pesky Learning Center | |||||||
| 3324 Elder Street | Boise | ID | 83705 | N/A | PC | General & Capital Purposes, unless noted | $1,500 |
| Lincoln Center Theater | |||||||
| 150 West 65th Street | New York | NY | 10023 | N/A | PC | General & Capital Purposes, unless noted | $15,000 |
| Maltz Jupiter Theater | |||||||
| 1001 E Indiantown Rd | Jupiter | FL | 33477 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Metropolitan Museum of Art | |||||||
| 1000 5th Avenue | New York | NY | 10028 | N/A | PC | General & Capital Purposes, unless noted | $1,500 |
| Norton Museum of Art | |||||||
| 1451 S Dixie Hwy | W Palm Beach | FL | 33401 | N/A | PC | General & Capital Purposes, unless noted | $42,500 |
| Pave the Way Foundation | |||||||
| 395 Twin Lane South | Wantagh | NY | 11793 | N/A | PC | General & Capital Purposes, unless noted | $35,000 |
| Raymond F Kravis Center Performing | |||||||
| 701 Okeechobee Blvd | W Palm Beach | FL | 33401 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| United Way-York County | |||||||
| 800 East King Street | York | PA | 17405 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| White Plains Hospital Center | |||||||
| 41 East Post Road | White Plains | NY | 10601 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Hewlett-East Rockaway Jewish Center | |||||||
| 295 Main Street | East Rockaway | NY | 11518 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Jupiter Medical Center | |||||||
| 1210 S Old Dixie Hwy | Jupiter | FL | 33458 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Central Park Conservancy | |||||||
| 14 East 60th Street | New York | NY | 10022 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| American Friends of Magen David Ado | |||||||
| 352 Seventh Ave-400 | New York | NY | 10001 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Friends of Ir David | |||||||
| 575 Lexington Avenue-4th Fl | New York | NY | 10022 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| ARS Nova | |||||||
| 511 West 54th Street | New York | NY | 10019 | N/A | PC | General & Capital Purposes, unless noted | $2,000 |
| Association of Israel Decorative Ar | |||||||
| 100 Worth Ave 713 | Palm Beach | FL | 33480 | N/A | PC | General & Capital Purposes, unless noted | $1,500 |
| Foundation Stone Inc | |||||||
| PO Box 172 | Lawrence | NY | 11559 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Admiral's Cove Foundation | |||||||
| 200 Admirals Cove Blvd | Jupiter | FL | 33477 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Berkshire Farm Ctr Services for You | |||||||
| 13640 Route 22 | Canaan | NY | 12029 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Jewish Institute Nat'l Sec of Ameri | |||||||
| 1101 14th St NW-Ste 1030 | Washington | DC | 20005 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Central Synagogue | |||||||
| 123 E 55th St | New York | NY | 10022 | N/A | PC | General & Capital Purposes, unless noted | $8,500 |
| NYU Langone Medical Center | |||||||
| One Park Avenue-17th FL | New York | NY | 10016 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Birthright Israel Foundation | |||||||
| 500 Australian Ave-Ste 644 | W Palm Beach | FL | 33401 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| NYS Troopers PBA Signal 30 | |||||||
| 120 State Street | Albany | NY | 12207 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Westchester Jewish Community Servic | |||||||
| 845 North Broadway | White Plains | NY | 10603 | N/A | PC | General & Capital Purposes, unless noted | $3,500 |
| Centurion Foundation | |||||||
| 123 E 54th St | New York | NY | 10006 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Layayette College | |||||||
| 730 Sullivan Road | Easton | PA | 18042 | N/A | PC | General & Capital Purposes, unless noted | $2,000 |
| NYS Troopers Foundation | |||||||
| 3 Airport Park Blvd | Latham | NY | 12110 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Our Space Inc | |||||||
| 464 Common Street | Belmont | MA | 02478 | N/A | PC | General & Capital Purposes, unless noted | $1,500 |
| Palm Beach Zoo Conservation Center | |||||||
| 1301 Summit Blvd | Palm Beach | FL | 33405 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| FAU Foundation LLS-Jupiter | |||||||
| 5353 Parkside Drive | Jupiter | FL | 33458 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Denizen Theater Inc | |||||||
| 10 Main Street- 501 | New Paltz | NY | 12561 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Jewish Women's Foundation of Palm B | |||||||
| 500 S Australian Ave | Palm Beach | FL | 33401 | N/A | PC | General & Capital Purposes, unless noted | $2,000 |
| Jerusalem Foundation | |||||||
| 420 Lexington Ave 1645 | New York | NY | 10170 | N/A | PC | General & Capital Purposes, unless noted | $2,000 |
| Joseph Lemm Memorial Foundation | |||||||
| 100 Old Well Road | Purchase | NY | 10577 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Steven A Cohen Chilren's Hospital | |||||||
| 125 Community Drive | Great Neck | NY | 11021 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| American Friends Jordan River Villa | |||||||
| 244 Madison Ave-Ste 482 | New York | NY | 10016 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $365,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,467 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $576,563 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $703,063 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $703,063 | 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 |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard Kandel | PersonNm |
| Short Explanation | Kandel & Company Management Services$30,000Kandel & CompanyAccounting and Tax Preparation$10,000 | ShortExplanationTxt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| ExplanationExplanationTxt |
|---|
| Neuberger Berman BD LLC |
| Broker Dealer in Securities- Investment Advisory |
| UBS Financial Services |
| Broker Dealer in Securities- Investment Advisory |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (101 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Apple Inc | $19,477 | $177,570 |
| Con Edison Co | $19,105 | $25,596 |
| Gilead Sciences Inc | $40,438 | $29,044 |
| Glaxosmithkline PLC ADR | ||
| IBM Corp | ||
| Petroleo Brasileiro SA-A | $105,903 | $303,300 |
| Twitter Inc | $12,955 | $21,610 |
| Alphabet Inc | $56,471 | $231,763 |
| Alphabet Inc | $84,553 | $159,147 |
| Air Products & Chem | $45,130 | $83,671 |
| Analog Devices Inc | $53,362 | $105,462 |
| Apple Inc | $24,853 | $159,813 |
| Boston Scientific Corp | $16,849 | $29,736 |
| Costco Wholesale Corp | $14,722 | $56,770 |
| Meta Platforms Inc-CL A | $57,865 | $92,496 |
| IBM Corp | ||
| McDonalds Corp | $54,166 | $93,824 |
| Microsoft Corp | $31,633 | $184,976 |
| Mondelez Int'l Inc | ||
| Raytheon Co | $31,254 | $43,030 |
| Stryker Corp | $33,420 | $60,170 |
| Visa inc | ||
| Alexion Pharm Inc | ||
| Corning Inc | $67,716 | $74,460 |
| JP Morgan Chase | $110,479 | $190,020 |
| Verizon Communications | $23,813 | $25,980 |
| Macy's Inc | ||
| Macy's Inc | $945,436 | $1,309,000 |
| Meta Platforms Inc-CL A | $32,128 | $67,270 |
| Home Depot | $25,726 | $62,252 |
| Phillip Morris Int'l Inc | ||
| Walgreens Boot Alliance Inc | ||
| SPDR Gold Shrs ETF | $32,332 | $51,288 |
| Ametek Inc | $70,512 | $95,577 |
| Ashland Global Hldgs | $44,498 | $64,596 |
| ASML Holding NV | ||
| AT & T | ||
| Disney, Walt Co | $97,128 | $100,678 |
| General Dynamics Co | $17,333 | $20,847 |
| Humana Inc | $26,595 | $46,386 |
| ICU Med Inc | $91,412 | $118,670 |
| L3 harris Technologies Inc | $45,493 | $53,310 |
| Lockheed Martin | $30,686 | $35,541 |
| Union Pacific | $20,708 | $31,491 |
| United Health Group Inc | $24,521 | $50,214 |
| Abbvie Inc | ||
| SPDR Gold Shares ETF | ||
| Abbott Labs | $23,707 | $42,222 |
| Abbvie Inc | $25,266 | $40,620 |
| Amazon.Com | $46,930 | $83,359 |
| Amazon.Com | $29,939 | $33,343 |
| American0 Tower Corp | $24,932 | $29,250 |
| Bank of America Corp | $51,150 | $97,878 |
| Bristol Myers Squibb Co | ||
| Citrix Systems Inc | ||
| Coca Cola | $39,525 | $47,368 |
| Cooper Cos Inc | ||
| Crispr Therapeutics | $26,805 | $22,734 |
| Danaher Corp | $19,168 | $49,352 |
| Danaher Corp | $22,262 | $32,901 |
| Docusign Inc | $22,483 | $15,231 |
| Entergy Corp | ||
| First Solar Inc | $13,945 | $21,790 |
| Fiserv Inc | $105,429 | $103,790 |
| Freeport McMoran Inc | $17,138 | $29,211 |
| Illumina Inc | $27,892 | $38,044 |
| LAM Research Corp | ||
| Nexterra Energy Inc | $15,873 | $28,008 |
| Norfolk Southern Corp | $33,704 | $44,656 |
| Novocure Ltd | ||
| Nvidia Corp | $39,427 | $117,644 |
| Oreilly Automotive Inc | ||
| Palo Alto Networks Inc | $25,524 | $55,676 |
| PPG Industries | $43,817 | $68,976 |
| Procter & Gamble Co | $20,598 | $32,716 |
| Qualcomm Inc | $16,067 | $36,574 |
| Quest Diagnostics Inc | $21,472 | $34,602 |
| Regeneron Pharmaceuticals Inc | $43,401 | $56,837 |
| Roche Holdings Ltd | $17,986 | $20,676 |
| Rockwell Automation | $24,718 | $34,885 |
| Siemans AG ADR | $21,847 | $25,980 |
| Skyworks Solutions Inc | ||
| Starbucks Corp | ||
| Teladoc Health Inc | $33,936 | $18,364 |
| Tesla Inc | $23,164 | $79,259 |
| Virgin Galactic Holding Inc | ||
| Visa Inc | $19,400 | $21,671 |
| Abbott Labs | $53,640 | $70,370 |
| Applied Materials | $38,050 | $47,208 |
| Astrazeneca ADR | $65,913 | $75,725 |
| Chargepoint Holdings Inc | $16,975 | $9,525 |
| Estabalisment Labs Hldgs | $18,732 | $20,277 |
| General Motors Co | $28,611 | $29,315 |
| Keurig Dr Pepper Inc | $48,317 | $55,290 |
| Luminar Technologies Inc-CL A | $15,475 | $11,837 |
| Micron Technology Inc | $22,335 | $27,945 |
| Moderna Inc | $31,582 | $25,398 |
| Northrop Grumman Corp | $33,420 | $34,836 |
| SAP ADR Rep 1 Ord | $97,165 | $98,077 |
| TJX Companies | $87,224 | $98,696 |
| Trimble Inc | $27,987 | $34,876 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank & Wire Fees | $789 | $789 | |
| Filing Fee | $250 | $250 | |
| Public Notice | $160 | $160 | |
| Publication | $2,178 | $2,178 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment & Custody Fees | CategoryTxt |
| Amt | $50,764 | Amt |
| Net Investment Income | $50,764 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax -2021 | CategoryTxt |
| Amt | $8,917 | Amt |