KNOTT FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KNOTT FAMILY FOUNDATION (EIN 20-0495479)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-02
- IRS object ID
- 202203069349100225
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-02T13:09:04-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133430448 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLATT MANEY KLING & RUFER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 BROADWAY SUITE 600 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10007 | 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 | 200495479 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNOTT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KNOT | BusinessNameControlTxt |
| Phone | 5163640303 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 UNDERHILL ROAD 205 | AddressLine1Txt |
| City | SYOSSET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117913434 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID KNOTT JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5163640303 | PhoneNum |
| Signature | 2022-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | KNOTT JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN RUFER | PreparerPersonNm |
| PTIN | P00359993 | PTIN |
| Phone | 2127320330 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,567,080 | 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 | $2,644,950 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $884 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $884 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,968 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,968 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $458,926 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,196,691 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $458,926 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,131 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,131 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,140,859 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $495,909 | 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 | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $1,140 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,140 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,874 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,862 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $397 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $397 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,911 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,149 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $358,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $358,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $367,911 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,149 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $358,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,772,948 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $486,760 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $3,124,753 | CashEOYAmt |
| Cash EOYFMV | $3,124,753 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,063,634 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,075,819 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,412,907 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,115 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,448 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,420 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $80,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,151,749 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,213,020 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,567,080 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $711,677 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $711,677 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,440,072 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,213,020 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,440,072 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,213,020 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,151,749 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,213,020 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,440,072 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,772,948 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,213,020 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,213,020 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LIGAND PHARMACY | D | 2021-01-27 | 2021-01-27 | $2,628,898 | $2,644,950 | -$16,052 | -$16,052 |
| LIGAND PHARMACY | D | 2021-02-01 | 2019-06-18 | $1,567,793 | $1,012,815 | $554,978 | $554,978 |
| OPERATION DEMOCRACY LOAN | P | 2021-12-31 | $80,000 | -$80,000 | -$80,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $458,926 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,766 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,766 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,766 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,234 | OverpaymentAmt |
| Applied To ES Tax | $2,234 | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | DAVID KNOTT JR | IndividualWithBooksNm |
| Phone | 5163640303 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 UNDERHILL ROAD | AddressLine1Txt |
| City | SYOSSET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11791 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID M KNOTT JR | ||||||||
| 485 UNDERHILL ROAD | SYOSSET | NY | 117913434 | PRESIDENT AND DIRECTOR | 3.00 | $0 | $0 | $0 |
| VIRGINIA KNOTT | ||||||||
| 485 UNDERHILL ROAD | SYOSSET | NY | 117913434 | TREASURER AND DIRECTOR | 3.00 | $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 | $1,591,012 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,215,538 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,806,550 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,806,550 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,098 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,764,452 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $138,223 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $138,223 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,766 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,766 | TotalTaxAmt |
| Distributable Before Adj | $131,457 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $131,457 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $131,457 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $358,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $358,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $131,457 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $105,955 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $232,678 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $661,932 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $491,228 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $290,487 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,782,280 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $358,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $131,457 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $227,293 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,009,573 | 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 | $105,955 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,903,618 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $232,678 | ExcessFromYear4Amt |
| Excess From Year3 | $661,932 | ExcessFromYear3Amt |
| Excess From Year2 | $491,228 | ExcessFromYear2Amt |
| Excess From Year1 | $290,487 | ExcessFromYear1Amt |
| Excess From Current Year | $227,293 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CARON TREATMENT CENTERS | ||||||
| PO BOX 150 | WERNERSVILLE | PA | 19565 | NONE | GENERAL CHARITABLE PURPOSES | $25,000 |
| COLD SPRING HARBOR LAB | ||||||
| ONE BUNGTOWN ROAD | COLD SPRING HARBO | NY | 11724 | NONE | GENERAL CHARITABLE PURPOSES | $100,000 |
| NYAME | ||||||
| 33 WILLETS LANE | MANHASSET | NY | 11530 | NONE | GENERAL CHARITABLE PURPOSES | $100,000 |
| ST JOHN'S OF LATTINGTOWN | ||||||
| 325 LATTINGTOWN ROAD | LOCUST VALLEY | NY | 11560 | NONE | GENERAL CHARITABLE PURPOSES | $15,000 |
| POWER UP SCHOLARSHIP | ||||||
| 300 SAMSON ST NE | ATLANTA | GA | 30312 | NONE | GENERAL CHARITABLE PURPOSES | $10,000 |
| NEW BRAUNFELS FOOD BANK | ||||||
| 1620 S DSEGUIN AVE | NEW BRAUNFELS | TX | 78130 | NONE | GENERAL CHARITABLE PURPOSES | $1,000 |
| CLUBHOUSE INTERNATIONAL | ||||||
| 845 THIRD AVE | NEW YORK | NY | 10022 | NONE | GENERAL CHARITABLE PURPOSES | $5,000 |
| ST ANDREWS SCHOOL | ||||||
| 350 NOXON ROAD | MIDDLETOWN | DE | 19709 | NONE | GENERAL CHARITABLE PURPOSES | $50,000 |
| MSK CANCER CENTER | ||||||
| PO BOX 27106 | NEW YORK | NY | 10087 | NONE | GENERAL CHARITABLE PURPOSES | $10,000 |
| HOSPICE HEALTH CARE NETWORK | ||||||
| 99 SUNNYSIDE BLVD | WOODBURY | NY | 11797 | NONE | GENERAL CHARITABLE PURPOSES | $10,000 |
| ALZHEIMER'S ASSOC | ||||||
| 225 N M ICHIGAN AVE | CHICAGO | IL | 60601 | NONE | GENERAL CHARITABLE PURPOSES | $10,000 |
| FIRST PRESBYERIAN CHURCH | ||||||
| 850 THIRD AVE | NEW YORK | NY | 10022 | NONE | GENERAL CHARITABLE PURPOSES | $20,000 |
| THE TAFT SCHOOL | ||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | NONE | GENERAL CHARITABLE PURPOSES | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $358,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $884 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,968 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,131 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $458,926 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $495,909 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $495,909 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | GAIN ON SALE OF MARKETABLE SECURITIES | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID KNOTT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 UNDERHILL BLVD | AddressLine1Txt |
| City | SYOSSET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11791 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,644,950 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 15,000 SHARES LIGAND PHARACEUTICALS | NoncashPropertyDesc |
| Fair Market Value | $2,644,950 | FairMarketValueAmt |
| Received | 2021-01-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 102533 SHARES ARBORGEN HOLDINGS LTD | $65,129 | $21,861 |
| 1900 SHARES PFIZER | $29,649 | $112,195 |
| 24000 PARAMOUNT RESOURCES | $610,771 | $466,488 |
| 1200 SHARES JPMORGAN CHASE | $45,651 | $190,020 |
| 1600 SHARES JOHNSON & JOHNSON | $104,596 | $273,712 |
| 1200 SHS ENERGIES SE | $65,296 | $59,352 |
| 400 SHARES MICROSOFT | $13,734 | $134,528 |
| 400 SHARES RYMAN HOSPITALITY PROP | $17,214 | $36,784 |
| 400 SHARES STARWOOD PROPERTY TRUST | $8,791 | $9,720 |
| 2066 SHS KRAFT HEINZ | $72,821 | $74,169 |
| 952 SHARES ARC RESOURCES | $17,167 | $8,578 |
| 1000 SHARES B RILEY FINANCIAL | $25,000 | $25,500 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALLIANCE BERNSTEIN HOLDINGS LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $7,448 | BookValueAmt |
| EOYFMV | $24,420 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ADVANCE TO OPERATION DEMOCRACY D-DAY FILM | $80,000 | $0 | $0 |
| SUNDRY RFECEIVABLE | $5,000 | $5,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DE REP FEE | Desc |
| Revenue And Expenses Per Books | $397 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $397 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ALLIANCEBERNSTEIN PARTNSHP 13-3434400 | $1,123 | $1,123 | $1,123 |
| REFUND OF IRS EXCISE TAX | $8,008 | $8,008 | $8,008 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN ACCCOUNT | Desc |
| BOY Book Value | $711,677 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $2,010 | $1,998 | $0 |
| FEDERAL EXCISE TAX | $4,864 | $4,864 | $0 |