GOCHMAN FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GOCHMAN FAMILY FOUNDATION (EIN 86-2177481)
- Tax period
- 2021-02-12 to 2021-12-31
- Filed
- 2022-11-22
- IRS object ID
- 202213269349100301
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-22T07:53:54-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 BRICKELL BAY DRIVE SUITE 1400 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331314938 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-02-12 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 862177481 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOCHMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOCH | BusinessNameControlTxt |
| Phone | 5167762479 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 BRICKELL BAY DRIVE 1400 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BECKY GOCHMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5167762479 | PhoneNum |
| Signature | 2022-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BECKY | PersonFirstNm |
| Person Last | GOCHMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY S GOULD | PreparerPersonNm |
| PTIN | P00536543 | PTIN |
| Phone | 3053716200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,177,443 | 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 | $4,037,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,569 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,569 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,092 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $58,046 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,037,477 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,569 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,046 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $18,046 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,501 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,501 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $34 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $34 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,598 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,547 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $836,023 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $836,023 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $855,621 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $855,570 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,181,856 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,518 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $1,499,977 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,499,977 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $962,338 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $958,407 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $421,374 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $421,781 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $296,499 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $295,610 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,666 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,666 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,181,856 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,177,443 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,181,856 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,181,856 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,181,856 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,181,856 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,181,856 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,181,856 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FIDELITY A/C #2114 | P | 2021-12-31 | $26,188 | $26,050 | $138 | $138 |
| FIDELITY A/C #2120 | P | 2021-12-31 | $18,643 | $18,914 | -$271 | -$271 |
| FIDELITY A/C #2121 | P | 2021-12-31 | $13,215 | $14,181 | -$966 | -$966 |
| FIDELITY A/C #2120 - CAP GAIN DISTRIBUTION | P | 2021-12-31 | $7 | $7 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,092 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,099 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $21 | TaxDueAmt |
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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3053716200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 BRICKELL BAY DRIVE 1400 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| BECKY GOCHMAN | ||||||||
| 1001 BRICKELL BAY DRIVE SUITE 1400 | MIAMI | FL | 33131 | PRESIDENT, TREASURER | 1.00 | $0 | $0 | $0 |
| OLIVIA REDMOND | ||||||||
| 1001 BRICKELL BAY DRIVE SUITE 1400 | MIAMI | FL | 33131 | VICE PRESIDENT, SECRETARY | 1.00 | $0 | $0 | $0 |
| DAVID GOCHMAN | ||||||||
| 1001 BRICKELL BAY DRIVE SUITE 1400 | MIAMI | FL | 33131 | EXECUTIVE VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| SOPHIE GOCHMAN | ||||||||
| 1001 BRICKELL BAY DRIVE SUITE 1400 | MIAMI | FL | 33131 | 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 | $256,223 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,511,547 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,767,770 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,767,770 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,517 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,741,253 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,045 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,045 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21 | TotalTaxAmt |
| Distributable Before Adj | $77,024 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,024 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,024 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $855,570 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $855,570 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,024 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $855,570 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,024 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $778,546 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $778,546 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $778,546 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $778,546 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BECKY GOCHMAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BECKY GOCHMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 BRICKELL BAY DRIVE SUITE 1400 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5619954777 | RecipientPhoneNum |
| Form And Info And Materials | NO PRESCRIBED FORM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARTISTS SPACE INC | ||||||||||||
| 11 CORTLANDT ALY | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | ANNUAL UNSOLICITED GENERAL PURPOSE GRANT | $2,500 | |||||
| BARD COLLEGE BPI | ||||||||||||
| BARD PRISON INITIATIVE BARD COLLGE | ANNANDALEONHUDSON | NY | 125045000 | NONE | PUBLIC CHARITY | BARD PRISON INITIATIVE | $25,000 | PO BOX 5000 | ||||
| BASILICA HUDSON | ||||||||||||
| 110 SOUTH FRONT STREET | HUDSON | NY | 12534 | NONE | PUBLIC CHARITY | HUDSON GREEN & HISTORIC TRADES WORKFORCE TRAINING PILOT PROGRAM ON-SITE TRAINING | $10,000 | |||||
| BIG SISTER ASSOCIATION OF GREATER BOSTON INC | ||||||||||||
| 20 PARK PLAZA SUITE 1420 | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | ANNUAL UNSOLICITED GENERAL PURPOSE GRANT | $7,500 | |||||
| CLAVERACK LIBRARY | ||||||||||||
| PO BOX 417 | CLAVERACK | NY | 12513 | NONE | PUBLIC CHARITY | ANNUAL UNSOLICITED GENERAL PURPOSE GRANT | $5,000 | |||||
| COLUMBIA COUNTY SANCTUARY | ||||||||||||
| PO BOX 785 | HUDSON | NY | 12534 | NONE | PUBLIC CHARITY | COLUMBIA COUNTY SANCTUARY MOVEMENT | $25,000 | |||||
| FIRST PRESBYTERIAN CHURCH | ||||||||||||
| PO BOX 2 | STUYVESANT FALLS | NY | 12174 | NONE | PUBLIC CHARITY | ANNUAL UNSOLICITED GENERAL PURPOSE GRANT | $5,000 | |||||
| FRIENDS OF HUDSON YOUTH | ||||||||||||
| PO BOX 285 | HUDSON | NY | 12534 | NONE | PUBLIC CHARITY | ANNUAL UNSOLICITED GENERAL PURPOSE GRANT | $20,000 | |||||
| GIVE BACK YOGA FOUNDATION | ||||||||||||
| 900 BASELINE ROAD 13B | BOULDER | CO | 80302 | NONE | PUBLIC CHARITY | SADHANA SERVICE PROJECT | $2,500 | |||||
| GO CAMPAIGN | ||||||||||||
| 2309 SANTA MONICA BLVD 437 | SANTA MONICA | CA | 90404 | NONE | PUBLIC CHARITY | ANNUAL UNSOLICITED GENERAL PURPOSE GRANT | $38,023 | |||||
| GREATER HUDSON PROMISE | ||||||||||||
| 369 WARREN STREET | HUDSON | NY | 12534 | NONE | PUBLIC CHARITY | ANNUAL UNSOLICITED GENERAL PURPOSE GRANT | $10,000 | |||||
| HAWTHORNE VALLEY ASSOCIATION | ||||||||||||
| 327 COUNTY ROUTE 21C | GHENT | NY | 12075 | NONE | PUBLIC CHARITY | ROLLING GROCER 19 (RG19) | $20,000 | |||||
| KITE'S NEST | ||||||||||||
| 108 SOUTH FRONT ST | HUDSON | NY | 12534 | NONE | PUBLIC CHARITY | ANNUAL UNSOLICITED GENERAL PURPOSE GRANT | $25,000 | |||||
| NATIVE ARTS AND CULTURES FOUNDATION | ||||||||||||
| 400 E EVERGREEN SUITE 102 | VANCOUVER | WA | 98660 | NONE | PUBLIC CHARITY | ANNUAL UNSOLICITED GENERAL PURPOSE GRANT | $5,500 | |||||
| ROELIFF JANSEN COMMUNITY LIBRARY | ||||||||||||
| PO BOX 669 9091 ROUTE 22 | HILLSDALE | NY | 12529 | NONE | PUBLIC CHARITY | ANNUAL UNSOLICITED GENERAL PURPOSE GRANT | $5,000 | |||||
| SAVE THE CHILDREN | ||||||||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06826 | NONE | PUBLIC CHARITY | YOUNG PATRONS RETURN TO LEARN | $5,000 | |||||
| SKY HIGH FARM | ||||||||||||
| 675 HALL HILL ROAD | PINE PLAINS | NY | 12567 | NONE | PUBLIC CHARITY | SKY HIGH FARM CAPACITY BUILDING, INCUBATOR PILOT AT FORGE HOUSE & GENERAL SUPPORT | $400,000 | |||||
| STOCKBRIDGE MUNSEE COMMUNITY | ||||||||||||
| PO BOX 70 | BOWLER | WI | 54416 | NONE | PUBLIC CHARITY | ANNUAL UNSOLICITED GENERAL PURPOSE GRANT | $50,000 | |||||
| TACONIC HILLS DOLLARS FOR SCHOLARS | ||||||||||||
| PO BOX 1119 | PHILMONT | NY | 12565 | NONE | PUBLIC CHARITY | TACONIC HILLS DOLLARS FOR SCHOLARS | $5,000 | |||||
| TAGHANICK FIRE DEPARTMENT | ||||||||||||
| 631 OLD ROUTE 82 | TAGHANICK | NY | 12521 | NONE | PUBLIC CHARITY | ANNUAL UNSOLICITED GENERAL PURPOSE GRANT | $2,500 | |||||
| TEMPLE OF THE WAY OF LIGHT | ||||||||||||
| NONE | NC | ANNUAL UNSOLICITED GENERAL PURPOSE GRANT | $100,000 | SGTO LORES 841 | IQUITOS | PE | 16000 | |||||
| THE COLLECTIVE IDENTITY MENTORING | ||||||||||||
| 137 N LARCHMONT BLVD SUITE 526 | LOS ANGELES | CA | 90004 | NONE | PUBLIC CHARITY | ANNUAL UNSOLICITED GENERAL PURPOSE GRANT | $30,000 | |||||
| TIME & SPACE LIMITED | ||||||||||||
| PO BOX 343 | HUDSON | NY | 12534 | NONE | PUBLIC CHARITY | APPRENTICESHIP PROGRAM | $10,000 | |||||
| TRIFORM CAMPHILL COMMUNITY | ||||||||||||
| 20 TRIFORM ROAD | HUDSON | NY | 12534 | NONE | PUBLIC CHARITY | ANNUAL UNSOLICITED GENERAL PURPOSE GRANT | $25,000 | |||||
| WISEBODIES | ||||||||||||
| 53 AUSTERLITZ ST | CHATHAM | NY | 12037 | NONE | PUBLIC CHARITY | ANNUAL UNSOLICITED GENERAL PURPOSE GRANT | $2,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $836,023 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KITE'S NEST | |||||||
| 108 SOUTH FRONT ST | HUDSON | NY | 12534 | NONE | PUBLIC CHARITY | KITE'S NEST REGENERATION PROJECT | $501,000 |
| BARD COLLEGE | |||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | NONE | PUBLIC CHARITY | THE FORGE ENDOWED FUND FOR INDIGENOUS STUDIES | $25,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $25,501,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,569 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,092 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $477 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $477 | TotalIncomeProducingActyAmt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BECKY GOCHMAN | ||||||
| 1 | 200 SOUTH OCEAN BLVD | PALM BEACH | FL | 33480 | $4,000,000 | Yes (X) |
| MIMI GOCHMAN | ||||||
| 2 | 200 SOUTH OCEAN BLVD | PALM BEACH | FL | 33480 | $37,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,501 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,501 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - CORPORATE BONDS | BondNm |
| EOY Book Value | $421,374 | EOYBookValueAmt |
| EOYFMV | $421,781 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCK | StockNm |
| EOY Book Value | $962,338 | EOYBookValueAmt |
| EOYFMV | $958,407 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS - MUTUAL FUNDS | AT COST | $116,000 | $115,951 |
| INVESTMENTS - OTHER | AT COST | $18,674 | $19,222 |
| INVESTMENTS - EXCHANGE TRADED FUNDS | AT COST | $161,825 | $160,437 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $18,046 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $18,046 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE TO/FROM BROKERAGE | $0 | $438 | $438 |
| ACCRUED EXPENSES | $0 | $1,228 | $1,228 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $17 | Amt |
| Net Investment Income | $17 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BECKY GOCHMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SOUTH OCEAN BLVD | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $34 | Amt |
| Net Investment Income | $34 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |