GD FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GD FOUNDATION INC (EIN 80-0022815)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-02-11
- IRS object ID
- 202100429349100605
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-11T10:57:45-06:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464133700 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LM COHEN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 FIFTH AVENUE 12TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800022815 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GDFO | BusinessNameControlTxt |
| Phone | 2128198085 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO DWECK 521 PARK AVENUE NO 5B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GILA GOODMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128198085 | PhoneNum |
| Signature | 2021-01-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EPHRAIM SLOMOVIC CPA | PreparerPersonNm |
| PTIN | P00389642 | PTIN |
| Phone | 2129672300 | PhoneNum |
| Preparation | 2021-01-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $2,712,661 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $57 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $57 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,151 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,151 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$12,678 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,300,868 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $191 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $23,721 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,208 | 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 |
| Taxes Rev And Expnss | $1,680 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,680 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,155 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,155 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,835 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,835 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,247 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,247 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $62,082 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,835 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,247 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$38,361 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,373 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $148,104 | CashBOYAmt |
| Cash EOY | $277,576 | CashEOYAmt |
| Cash EOYFMV | $277,576 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,800,782 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,632,949 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,435,085 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,948,886 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,910,525 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,712,661 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,904,881 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,904,881 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $44,005 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,644 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,948,886 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,910,525 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,948,886 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,910,525 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,948,886 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$38,361 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,910,525 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,910,525 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (56 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 7 SHS ALLIANCE BERNSTEIN GL HIGH CEF | P | 2014-04-24 | 2019-12-26 | $86 | $103 | -$17 | -$17 |
| 6,102 SHS JPMORGAN VALUE ADVANTAGE I | P | 2010-01-01 | 2020-03-30 | $161,152 | $173,207 | -$12,055 | -$12,055 |
| 243 SHS JPMORGAN VALUE ADVANTAGE I | P | 2019-12-12 | 2020-03-30 | $6,425 | $9,055 | -$2,630 | -$2,630 |
| 68 SHS WESTERN ASSET HIGH INC OPPTY | P | 2014-04-24 | 2020-11-30 | $327 | $409 | -$82 | -$82 |
| 6,602 SHS WESTERN ASSET HIGH INC OPPTY | P | 2014-04-24 | 2020-11-30 | $31,815 | $39,751 | -$7,936 | -$7,936 |
| 12,330 SHS WESTERN ASSET HIGH INC OPPTY | P | 2010-01-01 | 2020-11-30 | $61,207 | $64,552 | -$3,345 | -$3,345 |
| 1,995 SHS LORD ABBETT ULTRA SHORT BD A | P | 2020-01-22 | 2020-02-20 | $20,000 | $20,008 | -$8 | -$8 |
| 7,028 SHS LORD ABBETT ULTRA SHORT BD A | P | 2020-01-01 | 2020-11-30 | $49,902 | $50,518 | -$616 | -$616 |
| SKYBRIDGE MUL-AD SER G | P | 2010-01-01 | 2020-11-30 | $160,971 | $160,971 | $0 | $0 |
| SKYBRIDGE MUL-AD SER G | P | 2010-01-01 | 2020-11-30 | $8,472 | $8,472 | $0 | $0 |
| 5,000 SHS JPM PPARS MXEU | P | 2018-06-29 | 2020-07-06 | $47,500 | $52,861 | -$5,361 | -$5,361 |
| 7,387 SHS MSIF GROWTH I | P | 2010-01-01 | 2020-04-03 | $302,781 | $373,149 | -$70,368 | -$70,368 |
| 811 SHS MSIF GROWTH I | P | 2019-12-11 | 2020-04-03 | $33,261 | $36,605 | -$3,344 | -$3,344 |
| 17 SHS ROKU INC COM CL A | P | 2020-04-03 | 2020-11-30 | $1,839 | $1,356 | $483 | $483 |
| 1 SHS INTUITIVE SURGICAL INC | P | 2020-04-03 | 2020-05-22 | $554 | $456 | $98 | $98 |
| 6 SHS MONGODB INC CL A | P | 2020-04-01 | 2020-05-22 | $1,269 | $729 | $540 | $540 |
| 47 SHS SERVICENOW INC | P | 2020-04-03 | 2020-11-30 | $17,445 | $11,770 | $5,675 | $5,675 |
| 1 SHS SHOPIFY INC | P | 2020-04-03 | 2020-05-22 | $816 | $350 | $466 | $466 |
| 1 SHS TRADE DESK INC CLASS A | P | 2020-04-06 | 2020-05-22 | $310 | $188 | $122 | $122 |
| 12 SHS TWITTER INC | P | 2020-04-01 | 2020-05-22 | $384 | $283 | $101 | $101 |
| 8 SHS ZILLOW GROUP INC CL C CAP STK | P | 2020-04-01 | 2020-05-22 | $447 | $258 | $189 | $189 |
| 13 SHS DEXCOM INC | P | 2020-04-03 | 2020-06-04 | $4,616 | $3,478 | $1,138 | $1,138 |
| 8 SHS INTUITIVE SURGICAL INC | P | 2020-04-03 | 2020-06-04 | $4,548 | $3,651 | $897 | $897 |
| 53 SHS ROKU INC COM CL A | P | 2020-04-03 | 2020-06-04 | $5,557 | $4,228 | $1,329 | $1,329 |
| 78 SHS CHEWY INC CL A | P | 2020-04-01 | 2020-07-29 | $3,619 | $2,883 | $736 | $736 |
| 37 SHS MODERNA INC | P | 2020-04-01 | 2020-07-23 | $3,037 | $1,229 | $1,808 | $1,808 |
| 107 SHS COVETRUS INC | P | 2020-04-01 | 2020-08-12 | $2,499 | $724 | $1,775 | $1,775 |
| 57 SHS LIVONGO HEALTH INC | P | 2020-07-29 | 2020-11-30 | $7,397 | $6,762 | $635 | $635 |
| 7 SHS 10X GENOMICS INC CL A | P | 2020-04-01 | 2020-09-02 | $783 | $556 | $227 | $227 |
| 49 SHS CHEWY INC CL A | P | 2020-04-03 | 2020-09-02 | $3,481 | $1,643 | $1,838 | $1,838 |
| 330 SHS FARFETCH LTD CL A | P | 2020-04-01 | 2020-11-30 | $8,176 | $2,403 | $5,773 | $5,773 |
| 15 SHS ILLUMINA INC | P | 2020-04-01 | 2020-09-22 | $3,980 | $4,525 | -$545 | -$545 |
| 23 SHS MONGODB INC CL A | P | 2020-04-03 | 2020-09-02 | $5,609 | $2,764 | $2,845 | $2,845 |
| 24 SHS OKTA INC CL A | P | 2020-04-01 | 2020-09-01 | $5,389 | $2,835 | $2,554 | $2,554 |
| 3 SHS SHOPIFY INC | P | 2020-04-03 | 2020-09-02 | $3,256 | $1,049 | $2,207 | $2,207 |
| 33 SHS TWILIO INC CL A | P | 2020-04-01 | 2020-09-01 | $9,034 | $2,643 | $6,391 | $6,391 |
| 31 SHS ZOOM VIDEO COMMUNICATIONS-A | P | 2020-04-03 | 2020-09-29 | $14,919 | $3,794 | $11,125 | $11,125 |
| 27 SHS 10X GENOMICS INC CL A | P | 2020-04-01 | 2020-10-20 | $4,218 | $2,084 | $2,134 | $2,134 |
| 45 SHS ATLASSIAN CORP PLC CL A | P | 2020-04-01 | 2020-10-12 | $8,785 | $5,849 | $2,936 | $2,936 |
| 13 SHS CARVANA CO CL A | P | 2020-05-01 | 2020-10-15 | $2,807 | $1,124 | $1,683 | $1,683 |
| 48 SHS CHEWY INC CL A | P | 2020-04-01 | 2020-10-29 | $3,266 | $1,641 | $1,625 | $1,625 |
| 20 SHS COUPA SOFTWARE INC | P | 2020-04-01 | 2020-10-15 | $6,143 | $2,706 | $3,437 | $3,437 |
| 46 SHS DEXCOM INC | P | 2020-04-01 | 2020-10-01 | $10,548 | $9,202 | $1,346 | $1,346 |
| 12 SHS INTUITIVE SURGICAL INC | P | 2020-09-01 | 2020-10-29 | $8,251 | $7,916 | $335 | $335 |
| 15 SHS MONGODB INC CLL A | P | 2020-04-03 | 2020-10-20 | $3,879 | $1,802 | $2,077 | $2,077 |
| 36 SHS OKTA INC CL A | P | 2020-04-03 | 2020-10-01 | $8,492 | $4,226 | $4,266 | $4,266 |
| 9 SHS TRADE DESK INC CLASS A | P | 2020-04-01 | 2020-10-15 | $5,439 | $4,087 | $1,352 | $1,352 |
| 44 SHS TWILIO INC CL A | P | 2020-04-01 | 2020-10-01 | $13,538 | $4,750 | $8,788 | $8,788 |
| 37 SHS ZILLOW GROUP INC CL C CAP STK | P | 2020-04-01 | 2020-10-15 | $3,778 | $1,160 | $2,618 | $2,618 |
| 138 SHS DATADOOG INC CL A | P | 2020-05-01 | 2020-11-11 | $11,311 | $9,278 | $2,033 | $2,033 |
| 19 SHS FASTLY INC CL A | P | 2020-10-07 | 2020-11-30 | $1,612 | $2,053 | -$441 | -$441 |
| 4 SHS INTUITIVE SURGICAL INC | P | 2020-09-22 | 2020-11-30 | $2,851 | $2,607 | $244 | $244 |
| 27 SHS LIVONGO HEALTH INC | P | 2020-07-29 | 2020-11-02 | $114 | $114 | $114 | |
| 16 SHS TELADOC HEALTH INC | P | 2020-07-29 | 2020-11-02 | $2,972 | $3,012 | -$40 | -$40 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2010-01-01 | 2020-11-30 | $40,558 | $40,558 | $40,558 | |
| SKYBRIDGE MUL-AD SER G | P | 2010-01-01 | 2020-11-30 | $169,443 | $199,831 | -$30,388 | -$30,388 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$12,678 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $487 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $487 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $487 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $487 | 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 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | LM COHEN COMPANY | IndividualWithBooksNm |
| Phone | 2128198085 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 FIFTH AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GILA DWECK GOODMAN | ||||||||
| 521 PARK AVENUE | NEW YORK | NY | 10065 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ISAAC DABAH | ||||||||
| 817 PARK AVENUE | NEW YORK | NY | 10065 | SECRETARY | 0.00 | $0 | $0 | $0 |
| NAOMI KASSIN | ||||||||
| 521 PARK AVENUE | NEW YORK | NY | 10065 | 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 | $2,086,501 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $195,345 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,281,846 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,281,846 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,228 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,247,618 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $112,381 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $112,381 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $487 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $487 | TotalTaxAmt |
| Distributable Before Adj | $111,894 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $111,894 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $111,894 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,247 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $50,247 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $50,247 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $111,894 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $38,735 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,247 | QualifyingDistributionsAmt |
| Applied To Year1 | $38,735 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,512 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $100,382 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GILA DWECK GOODMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| RAMAZ CHABAD | ||||||
| 103 EAST 78TH STREET | NEW YORK | NY | 10075 | PC | UNRESTRICTED CHARITABLE PURPOSE | $368 |
| GATEWAY TO THE FUTURE | ||||||
| GATEWAY TO THE FUTURE ARCH | WEST LAFAYETTE | IN | 47907 | PC | UNRESTRICTED CHARITABLE PURPOSE | $2,000 |
| CONGREGATION BEIT EDMOND | ||||||
| 11 EAST 63RD STREET | NEW YORK | NY | 10065 | PC | UNRESTRICTED CHARITABLE PURPOSE | $582 |
| ISRAEL CHILDREN'S CANCER FOUNDATION | ||||||
| 141 WASHINGTON AVE S 205 | LAWRENCE | NY | 11559 | PC | UNRESTRICTED CHARITABLE PURPOSE | $36 |
| RAMAZ | ||||||
| 125 EAST 85TH STREET | NEW YORK | NY | 10028 | PC | UNRESTRICTED CHARITABLE PURPOSE | $13,000 |
| ELANA SPIEVACK | ||||||
| ONE HARVARD STREET | BROOKLINE | MA | 02445 | PC | UNRESTRICTED CHARITABLE PURPOSE | $36 |
| ALEPH LEARNING CENTER | ||||||
| 325 EAST 75TH STREET | NEW YORK | NY | 10021 | PC | UNRESTRICTED CHARITABLE PURPOSE | $180 |
| ASCENT INC | ||||||
| 383 KINGSTON AVE RM 28 | BROOKLYN | NY | 11213 | PC | UNRESTRICTED CHARITABLE PURPOSE | $3,000 |
| THE SHEFA SCHOOL | ||||||
| 40 EAST 29TH STREET | NEW YORK | NY | 10016 | PC | UNRESTRICTED CHARITABLE PURPOSE | $8,445 |
| CHABAD LUBAVITZ | ||||||
| 770 EASTERN PKWY | BROOKLYN | NY | 11213 | PC | UNRESTRICTED CHARITABLE PURPOSE | $20,000 |
| CONGREGATION CHEL OF ALLENHURS | ||||||
| 108 ALLEN AVE | ALLENHURST | NY | 07711 | PC | UNRESTRICTED CHARITABLE PURPOSE | $2,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,247 | 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 | $57 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,151 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $191 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$12,678 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,721 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,721 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | N/A |
| 4 | N/A |
| 8 | N/A |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT IN MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $1,632,949 | EOYBookValueAmt |
| EOYFMV | $2,435,085 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CUSTODIAN FEES | Desc |
| Revenue And Expenses Per Books | $10,155 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,155 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MORGAN STANLEY | Desc |
| Revenue And Expenses Per Books | $191 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $191 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $1,680 | Amt |
| Net Investment Income | $1,680 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments