THE EDLOW FAMILY FUND INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE EDLOW FAMILY FUND INC (EIN 13-3190911)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2022-12-02
- IRS object ID
- 202213369349100001
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-02T01:51:54-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133190911 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Edlow Family Fund Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Kenneth L Edlow | InCareOfNm |
| Business Name Control | EDLO | BusinessNameControlTxt |
| Foreign Phone | 6463611731 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 EAST 85TH STREET APT 5-E | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kenneth L Edlow | PersonNm |
| Person Title | VP Secretary | PersonTitleTxt |
| Signature | 2022-12-02 | SignatureDt |
| 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 | $30,810,700 | 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 | $581,598 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $0 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $0 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $0 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $518,363 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $518,363 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $0 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $0 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $0 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $0 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $0 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,927,150 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,927,150 | NetSTCapitalGainAdjNetIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,099,961 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,445,513 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,927,150 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $0 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $0 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,320 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $0 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $0 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $40 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,280 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $409 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,640 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $409 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,574,732 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,574,732 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,606,372 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $409 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,574,732 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$506,411 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,445,104 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,927,150 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $114,969 | CashBOYAmt |
| Cash EOY | $1,845 | CashEOYAmt |
| Cash EOYFMV | $1,845 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $0 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $0 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $0 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $0 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $0 | PledgesRcvblAmt |
| Pledges Rcvbl Allwnc Dbtfl Acct | $0 | PledgesRcvblAllwncDbtflAcctAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Grants Receivable BOY | $0 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $0 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $0 | GrantsReceivableEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Inventories BOY | $0 | InventoriesBOYAmt |
| Inventories EOY | $0 | InventoriesEOYAmt |
| Inventories EOYFMV | $0 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $30,817,730 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,808,855 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,808,855 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $0 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $0 | MortgageLoansEOYFMVAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $30,932,699 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,810,700 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,810,700 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,321,916 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,321,916 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $22,610,783 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $22,488,784 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,932,699 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,810,700 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,932,699 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,810,700 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,932,699 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$506,411 | ExcessRevenueOverExpensesAmt |
| Other Increases | $384,412 | OtherIncreasesAmt |
| Subtotal | $30,810,700 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,810,700 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| 31035 shares of Asuragen Series A Prefered | P | 2013-03-07 | 2022-11-30 | $352 | $0 | $352 | $352 | |
| 50,200 shares Newmont Mining common stock | P | 2020-11-19 | 2022-03-08 | $3,226,433 | $3,351,613 | -$125,180 | -$125,180 | |
| 167 Newmont Mining Call Options | P | 2022-01-19 | 2022-01-19 | $289,766 | $202,455 | $87,311 | $87,311 | |
| 8,518 Gabelli Global Small Cap Fund Series A Preferred | P | 2021-06-08 | 2021-12-27 | $220,192 | $221,547 | -$1,355 | -$1,355 | |
| 91,625 Gabelli Equity Trust Series J Preferred | P | 2020-06-15 | 2022-01-31 | $2,291,345 | $2,360,872 | -$69,527 | -$69,527 | |
| 6,807 Gabelli Global Utility Series B Preferred | P | 2019-11-20 | 2022-08-10 | $347,875 | $352,888 | -$5,013 | -$5,013 | |
| 11,010 Gabelli Utility Trust Series C Preferred | P | 2020-11-17 | 2022-01-11 | $289,071 | $287,541 | $1,530 | $1,530 | |
| 16613 Gabelli Dividend & Income Series G Preferred | P | 2021-10-12 | 2022-01-31 | $416,782 | $417,937 | -$1,155 | -$1,155 | $0 |
| 23300 SPDR S and P 500 ETF Trust Unit Depository | P | 2020-11-11 | 2022-09-15 | $10,202,246 | $8,739,217 | $1,463,029 | $1,463,029 | $0 |
| 859 SPDR S and P 500 ETF Trust Call Options | P | 2022-08-12 | 2022-11-11 | $7,032,726 | $6,023,424 | $1,009,302 | $1,009,302 | $0 |
| Long-Term Capital Gain Distributions from Closed-End Mutual Funds | P | 2022-11-30 | 2022-11-30 | $567,856 | $0 | $567,856 | $567,856 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,927,150 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,927,150 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $47,887 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $47,887 | SubtotalAmt |
| Tax Based On Investment Income | $47,887 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $47,193 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $47,193 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $694 | OriginalReturnTaxPaidAmt |
| Tax Due | $694 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | kedlow35e85@gmail.com | WebsiteAddressTxt |
| Individual With Books | Kenneth L Edlow | IndividualWithBooksNm |
| Phone | 6463611731 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 East 85th Street | AddressLine1Txt |
| Address Line2 | Apt 5-E | AddressLine2Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| Mary Edlow | |||||||||
| 35 East 85th Street | APT 5-E | New York | NY | 10028 | President Treasurer | 1.00 | $0 | $0 | $0 |
| Kenneth Lewis Edlow | |||||||||
| 35 East 85th Street | APT 5-E | New York | NY | 10028 | Vice President Scty | 2.00 | $0 | $0 | $0 |
| Elizabeth Fielding Edlow | |||||||||
| 554 Lillian Way | Los Angeles | CA | 90004 | Vice President | 0.00 | $0 | $0 | $0 | |
| Brian Lewis Edlow | |||||||||
| 530 Chestnut Street | Waban | MA | 02468 | Vice President | 0.00 | $0 | $0 | $0 | |
| Donald William Edlow | |||||||||
| 25 Evan Way | Pikesville | MD | 21208 | Director | 0.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,608,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,176,545 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,784,545 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,784,545 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $431,768 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,352,777 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,417,639 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,417,639 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $47,887 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $47,887 | TotalTaxAmt |
| Distributable Before Adj | $1,369,752 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,369,752 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,369,752 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,574,732 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,574,732 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,369,752 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,491,297 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,574,732 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,491,297 | AppliedToYear1Amt |
| Applied To Current Year | $83,435 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $83,435 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $83,435 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,202,882 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $83,435 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kenneth L Edlow | ContributingManagerNm |
| 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| NY Psychoanalytic Society Institute | ||||||||
| 237 East 82nd Steet | New York | NY | 10028 | No Relationship | 509a1 | To accomplish its stated mission. | $22,500 | |
| NYU Langone Health | ||||||||
| 550 First Avenue | New York | NY | 10016 | No Relationship | 509a1 | To accomplish its stated mission. | $20,000 | |
| Columbia University | ||||||||
| 533 West 218th Street | New York | NY | 10034 | No Relationship | 509a1 | To accomplish its stated mission. | $2,000 | |
| Planned Parenthood New York City | ||||||||
| 26 Bleecker Street | New York | NY | 10012 | No Relationship | 509a1 | To accomplish its stated mission. | $50,000 | |
| Stone Barns Center | ||||||||
| 630 Bedford Road | Tarrytown | NY | 10591 | No Relationship | 509a1 | To accomplish its stated mission. | $125,000 | |
| Yale University School of Medicine | ||||||||
| 333 Cedar Street | New Haven | CT | 06510 | No Relationship | 509a1 | To accomplish its stated mission. | $10,000 | |
| Visiting Nurse Service of NY | ||||||||
| 107 East 70th Street | NEW YORK | NY | 10021 | No Relationship | 509a1 | To accomplish its stated mission. | $10,000 | |
| Princeton University | ||||||||
| Gift Records | Princeton | NJ | 085403575 | No Relationship | 509a1 | To accomplish its stated mission. | $40,000 | PO Box 5357 |
| Yale University | ||||||||
| PO BOX 208241 | New Haven | CT | 065208241 | No Relationship | 509a1 | To accomplish its stated mission | $40,000 | |
| Planned Parenthood of Massachusetts | ||||||||
| 1055 Commonwealth Avene | Boston | MA | 022151001 | No Relationship | 509a1 | To accomplish its stated mission. | $50,000 | |
| Guttmacher Institute | ||||||||
| 125 Maiden Lane | NEW YORK | NY | 10038 | No Relationship | 509a1 | To accomplish its stated mission. | $2,000 | 7 |
| New York Public Radio | ||||||||
| 160 Varick Street | NEW YORK | NY | 10013 | No Relationship | 509a1 | To accomplish its stated mission. | $20,000 | |
| DALTON SCHOOL | ||||||||
| 198 East 89th Street | NEW YORK | NY | 10128 | No Relationship | 509a1 | To accomplish its stated mission. | $10,000 | |
| WNET --THIRTEEN | ||||||||
| 825 8th Avenue | NEW YORK | NY | 10019 | No Relationship | 509a1 | To accomplish its stated mission. | $5,000 | |
| Stecher and Horowitz Foundation | ||||||||
| 119 West 57th Street | NEW YORK | NY | 10019 | No Relationship | 509a1 | To accomplish its stated mission. | $7,500 | |
| New York Historical Society | ||||||||
| 170 Central Park West | NEW YORK | NY | 10028 | No Relationship | 509a1 | To accomplish its stated mission. | $17,000 | |
| Temple Beth Elohim | ||||||||
| 10 Bethel Road | Wellesley | MA | 02481 | No Relationship | 509a1 | To achieve its stated mission. | $6,798 | |
| Teachers College-Columbia Universit | ||||||||
| 525 West 120th Street | New York | NY | 10027 | No Relationship | 509a1 | To assist with its given mission. | $251,421 | |
| Disabled Veterans Foundation | ||||||||
| 4601 Forbes Blvd | Lanham | MD | 20706 | No Relationship | 509a1 | To accomplish its stated mission. | $1,000 | Suite 130 |
| Big Sunday | ||||||||
| 6111 Melrose Avenue | Los Angeles | CA | 90038 | No Relationship | 509a1 | To accomplish its stated mission. | $1,000 | |
| Chamber Music Society Lincoln Cente | ||||||||
| 70 Lincoln Cener Plaza | New York | NY | 10023 | No Relationship | 509a1 | To assist with its stated mission. | $7,500 | Floor 10 |
| Jewish Federation of Greater L A | ||||||||
| 6505 Wilshire Blvd | Los Angeles | CA | 90048 | No Relationship | 509a1 | To accomplish its stated mission. | $1,000 | |
| Natl Alliance for Eating Disorders | ||||||||
| 4400 No Congress Avenue | West Palm Beach | FL | 33407 | No Relationship | 509a1 | To assist with its stated mission. | $500 | Suite 100 |
| New York Abortion Access Fund | ||||||||
| FDR Station | New York | NY | 10150 | No Relationship | 509a1 | To assist with its stated mission. | $10,000 | Box 7569 |
| LA Philharmonic | ||||||||
| 111 S Grand Avenue | Los Angeles | CA | 90012 | No Relationship | 509a1 | To assist with its stated mission. | $1,000 | |
| Spence School | ||||||||
| 22 East 91st Street | New York | NY | 10128 | No Relationship | 509a1 | To accomplish its stated mission. | $1,000 | |
| Plymouth State University | ||||||||
| 17 High Street | Plymouth | NH | 032645951 | No Relationship | 509a1 | To provide needed scholarships. | $1,000 | |
| University of Pennsylvania | ||||||||
| 2929 Walnut Street Suite 300 | Philadelphia | PA | 19104 | No Relationship | 509a1 | To assist the University with its stated mission. | $5,000 | |
| Wilshire Boulevard Temple | ||||||||
| 3663 Wilshire Boulevard | Los Angeles | CA | 90010 | No Relationship | 509a1 | To assist the Temple in carrying out its stated mission. | $5,980 | |
| Red Sox Foundation | ||||||||
| P O Box 411217 | Boston | MA | 02241 | No Relationship | 509a1 | To assist the Foundation in accomplishing its stated mission. | $2,500 | |
| Central Park Conservancy | ||||||||
| 14 East 60th Street | New York | NY | 10022 | No Relationship | 509a1 | To help the Conservancy accomplish its stated mission. | $25,000 | |
| Baltimore Hebrew Congregation | ||||||||
| 7401 Park Heights Avenue | Baltimore | MD | 21208 | No Relationship | 509a1 | To enable the Congregation to accomplish its stated mission. | $5,000 | |
| Baltimore Community Foundation | ||||||||
| P O Box 37422 | Baltimore | MD | 21298 | No Relationship | 509a1 | To help the Foundation accomplish its stated mission. | $1,150 | |
| Project HOPE | ||||||||
| 170-20 140th Avenue | Jamaica | NY | 11434 | No Relationship | 509a1 | To assist the organization in accomplishing its stated mission. | $1,500 | |
| Notre Dame Preparatory School | ||||||||
| 9701 E Bell Road | Scottsdale | AZ | 85260 | No Relationship | 509a1 | To assist the school in accomplishing its stated mission. | $5,000 | |
| National Psychological Association | ||||||||
| 40 West 13th Street | NEW YORK | NY | 10011 | No Relationship | 509a1 | To assist the Association in accomplishing its stated mission. | $1,500 | |
| Congregation Emanu-El of NYC | ||||||||
| 1 East 65th Street | NEW YORK | NY | 10065 | No Relationship | 509a1 | To assist the Congregation in accomplishing its stated mission. | $3,250 | |
| The Public Theater | ||||||||
| 425 Lafayette Street | NEW YORK | NY | 10003 | No Relationship | 509a1 | To help the Theater accomplish its stated mission. | $3,000 | |
| The Population Council | ||||||||
| Dag Hammershjold Place | NEW YORK | NY | 10017 | No Relationship | 509a1 | To assist The Population Council in accomplishing its stated mission. | $50,000 | |
| The American Numismatic Society | ||||||||
| 75 Varick Street Floor 11 | New York | NY | 10013 | No Relationship | 509a1 | To assist the Society in accomplishing its mission. | $100,000 | |
| The Oaks School | ||||||||
| 6817 Franklin Avenue | Los Angeles | CA | 90028 | No Relationship | 509a1 | To accomplish the school's stated mission. | $20,000 | |
| Givergy | ||||||||
| 530 Seventh Avenue | new York | NY | 10018 | No Relationship | 509a1 | To enable the organization to accomplish its stated mission. | $1,035 | |
| New York Public Radio | ||||||||
| 160 Varick Street | New York | NY | 10013 | No Relationship | 509a1 | To enable the station to accomplish its stated mission. | $10,000 | |
| Circle Camps for Grieving Children | ||||||||
| 3223 Embry Circle | Atlanta | GA | 30341 | No Relationship | 509a1 | To assist the camp with its stated mission. | $10,000 | |
| American Skin Association | ||||||||
| 335 Madison Avenue 22nd Floor | New York | NY | 10017 | No Relationship | 509a1 | To assist the Association with accomplishing its stated mission. | $10,000 | |
| New Yorkers for Children | ||||||||
| 450 Fashion Avenue | New York | NY | 10123 | No Relationship | 509a1 | To help it achieve its stated mission. | $10,000 | |
| Cambodian American Foundation | ||||||||
| 788 Lexington Avenue | New York | NY | 10065 | No Relationship | 509a1 | To assist the Foundation in accomplishing its stated mission. | $10,000 | |
| The American Numismatic Society | ||||||||
| 75 Varick Street 11th Floor | New York | NY | 10013 | No Relationship | 509a1 | To assist the Society in advancing its stated mission. | $581,598 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,574,732 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (7 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | TotalIncomeProducingActyAmt |
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 | Kenneth L Edlow | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 East 85th Street Apt 5-E | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $581,598 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 337 Roman Republican Coins | NoncashPropertyDesc |
| Fair Market Value | $581,598 | FairMarketValueAmt |
| Received | 2022-11-21 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Fidelity Preferred Stock Holdings | $12,140,721 | $12,140,721 |
| Gabelli Private Placement Preferred Stock | $2,589,160 | $2,589,160 |
| Kagan Note | $1,000,000 | $1,000,000 |
| Fidelity S & P positions | $15,078,974 | $15,078,974 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NY Dept. Law Filing Fee $750 Express 990 Tax Filing Fee $121 Safety Deposit Box Rental 409 | Desc |
| Revenue And Expenses Per Books | $1,280 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $409 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | This reflects adjustments in cost basis versus sales prices of securities in portfolio | Desc |
| Amt | $384,412 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US Treasury Excise Tax | CategoryTxt |
| Amt | $30,320 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |