SIMON AND EVE COLIN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SIMON AND EVE COLIN FOUNDATION (EIN 11-2676434)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-06-29
- IRS object ID
- 202101809349100815
- Schema version
- 2019v5.2
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-29T14:35:22-05:00 | ReturnTs |
| Tax Period End | 2020-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020619499 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLIN DEVELOPMENT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 NORTHERN BLVD | AddressLine1Txt |
| City | MANHASSET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112676434 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMON AND EVE COLIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIMO | BusinessNameControlTxt |
| Phone | 5168696700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 NORTHERN BOULEVARD | AddressLine1Txt |
| City | MANHASSET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 110303006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRED COLIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5168696700 | PhoneNum |
| Signature | 2021-06-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY L SAPPER | PreparerPersonNm |
| PTIN | P00000802 | PTIN |
| Phone | 5168696700 | PhoneNum |
| 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 | $34,037,136 | 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 | $642,147 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $329,212 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $329,212 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$107,136 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,722,216 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $368,433 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $368,433 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,232,656 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $697,645 | 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 |
| Legal Fees Rev And Expnss | $102,533 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,054 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,960 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,960 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $63,322 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $47,624 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,638 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $169,869 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,584 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,638 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,308,966 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,308,966 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,478,835 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,584 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,324,604 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$246,179 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $648,061 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,207,890 | CashBOYAmt |
| Cash EOY | $655,817 | CashEOYAmt |
| Cash EOYFMV | $655,817 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $15,443 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $3,929,037 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,305,213 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,305,847 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,468,011 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,682,633 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,944,258 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,399,861 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,130,400 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,131,214 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,020,242 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,774,063 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,037,136 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $11,006,261 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,006,261 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,013,981 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,767,802 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,020,242 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,774,063 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,020,242 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,774,063 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,020,242 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$246,179 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,774,063 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,774,063 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (86 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| AIR PRODUCTS & CHEMICALS INC | 2015-04-09 | 2020-10-19 | $10,310 | $4,850 | $5,460 | $5,460 |
| PFIZER INC | 2015-09-29 | 2020-10-19 | $9,232 | $7,607 | $1,625 | $1,625 |
| BANK OF AMERICA CORP | 2018-02-07 | 2020-10-19 | $19,096 | $25,378 | -$6,282 | -$6,282 |
| AMGEN INC | 2014-01-23 | 2020-10-19 | $19,276 | $10,235 | $9,041 | $9,041 |
| JOHNSON & JOHNSON | 2020-03-30 | 2020-10-08 | $69,567 | $62,200 | $7,367 | $7,367 |
| APPLE INC | 2013-12-27 | 2020-10-08 | $107,896 | $18,776 | $89,120 | $89,120 |
| HOME DEPOT INC | 2017-07-21 | 2020-08-14 | $1,685 | $880 | $805 | $805 |
| PFIZER INC | 2015-09-29 | 2020-08-14 | $10,517 | $8,604 | $1,913 | $1,913 |
| APPLE INC | 2013-12-27 | 2020-08-14 | $16,962 | $2,959 | $14,003 | $14,003 |
| PFIZER INC | 2020-03-11 | 2020-08-14 | $6,440 | $5,449 | $991 | $991 |
| HOME DEPOT INC | 2020-04-02 | 2020-08-14 | $15,162 | $9,779 | $5,383 | $5,383 |
| MICROSOFT CORP | 2013-12-27 | 2020-08-14 | $11,459 | $2,051 | $9,408 | $9,408 |
| PFIZER INC | 2020-03-04 | 2020-06-23 | $15,514 | $17,006 | -$1,492 | -$1,492 |
| PFIZER INC | 2020-03-11 | 2020-06-23 | $9,915 | $9,705 | $210 | $210 |
| WELLS FARGO & CO NEW | 2013-12-27 | 2020-06-15 | $15,975 | $26,088 | -$10,113 | -$10,113 |
| WELLS FARGO & CO NEW | 2019-07-02 | 2020-06-15 | $9,368 | $15,998 | -$6,630 | -$6,630 |
| WELLS FARGO & CO NEW | 2019-10-17 | 2020-06-15 | $9,284 | $16,546 | -$7,262 | -$7,262 |
| WELLS FARGO & CO NEW | 2017-04-20 | 2020-06-15 | $3,569 | $6,796 | -$3,227 | -$3,227 |
| WELLS FARGO & CO NEW | 2019-10-29 | 2020-06-15 | $3,541 | $6,621 | -$3,080 | -$3,080 |
| AT&T INC | 2017-08-21 | 2020-04-21 | $8,937 | $11,193 | -$2,256 | -$2,256 |
| AT&T INC | 2016-01-21 | 2020-04-21 | $9,867 | $11,438 | -$1,571 | -$1,571 |
| AT&T INC | 2016-04-27 | 2020-04-21 | $1,590 | $2,048 | -$458 | -$458 |
| AT&T INC | 2019-10-17 | 2020-04-21 | $13,076 | $16,473 | -$3,397 | -$3,397 |
| RAYTHEON TECHNOLOGIES CORP | 2019-02-04 | 2020-04-13 | $10 | $12 | -$2 | -$2 |
| HEALTHPEAK PROPERTIES INC | 2019-09-19 | 2020-04-03 | $27,241 | $47,869 | -$20,628 | -$20,628 |
| TE CONNECTIVITY LTD-CHF | 2015-01-15 | 2020-04-03 | $37,394 | $39,839 | -$2,445 | -$2,445 |
| DOW INC | 2019-02-04 | 2020-04-03 | $1,280 | $2,415 | -$1,135 | -$1,135 |
| DOW INC | 2019-06-12 | 2020-04-03 | $5,872 | $10,839 | -$4,967 | -$4,967 |
| DOW INC | 2019-04-18 | 2020-04-03 | $3,331 | $6,834 | -$3,503 | -$3,503 |
| DOW INC | 2019-05-03 | 2020-04-03 | $6,041 | $11,209 | -$5,168 | -$5,168 |
| DOW INC | 2018-11-09 | 2020-04-03 | $1,120 | $2,332 | -$1,212 | -$1,212 |
| HEALTHPEAK PROPERTIES INC | 2019-10-17 | 2020-04-02 | $7,832 | $14,149 | -$6,317 | -$6,317 |
| TE CONNECTIVITY LTD-CHF | 2019-04-03 | 2020-04-02 | $4,946 | $7,197 | -$2,251 | -$2,251 |
| TE CONNECTIVITY LTD-CHF | 2017-03-22 | 2020-04-02 | $5,122 | $6,445 | -$1,323 | -$1,323 |
| TE CONNECTIVITY LTD-CHF | 2015-01-15 | 2020-04-02 | $4,357 | $4,621 | -$264 | -$264 |
| TE CONNECTIVITY LTD-CHF | 2015-02-25 | 2020-04-02 | $5,829 | $7,136 | -$1,307 | -$1,307 |
| DOW INC | 2018-01-17 | 2020-04-02 | $2,775 | $7,591 | -$4,816 | -$4,816 |
| DOW INC | 2018-11-09 | 2020-04-02 | $400 | $843 | -$443 | -$443 |
| HEALTHPEAK PROPERTIES INC | 2019-09-19 | 2020-04-02 | $2,065 | $3,550 | -$1,485 | -$1,485 |
| DOW INC | 2018-05-07 | 2020-04-02 | $913 | $2,135 | -$1,222 | -$1,222 |
| DOW INC | 2018-02-07 | 2020-04-02 | $1,704 | $4,407 | -$2,703 | -$2,703 |
| DOW INC | 2017-11-14 | 2020-04-02 | $3,622 | $8,943 | -$5,321 | -$5,321 |
| BOEING CO | 2015-01-15 | 2020-03-17 | $13,152 | $15,419 | -$2,267 | -$2,267 |
| CHEVRON CORP | 2016-10-07 | 2020-03-10 | $7,769 | $9,446 | -$1,677 | -$1,677 |
| CHEVRON CORP | 2018-02-07 | 2020-03-10 | $4,053 | $5,631 | -$1,578 | -$1,578 |
| CHEVRON CORP | 2017-03-13 | 2020-03-10 | $5,489 | $7,135 | -$1,646 | -$1,646 |
| CHEVRON CORP | 2016-01-21 | 2020-03-10 | $9,458 | $9,060 | $398 | $398 |
| CHEVRON CORP | 2017-05-15 | 2020-03-10 | $6,249 | $7,913 | -$1,664 | -$1,664 |
| CHEVRON CORP | 2016-11-04 | 2020-03-10 | $4,644 | $5,771 | -$1,127 | -$1,127 |
| LAS VEGAS SANDS CORP | 2019-10-29 | 2020-03-03 | $5,483 | $6,058 | -$575 | -$575 |
| LAS VEGAS SANDS CORP | 2019-10-17 | 2020-03-03 | $19,584 | $20,153 | -$569 | -$569 |
| LAS VEGAS SANDS CORP | 2019-10-17 | 2020-03-03 | $13,612 | $13,877 | -$265 | -$265 |
| BOEING CO | 2015-01-15 | 2019-10-21 | $18,428 | $7,318 | $11,110 | $11,110 |
| BOEING CO | 2018-12-28 | 2019-10-21 | $4,607 | $4,446 | $161 | $161 |
| BOEING CO | 2019-04-18 | 2019-10-21 | $6,582 | $7,612 | -$1,030 | -$1,030 |
| BOEING CO | 2019-06-20 | 2019-10-21 | $7,898 | $8,919 | -$1,021 | -$1,021 |
| RAYTHEON CO | 2018-12-12 | 2019-10-17 | $10,285 | $8,896 | $1,389 | $1,389 |
| COMCAST CORP CL A | 2019-02-04 | 2019-10-17 | $14,354 | $11,480 | $2,874 | $2,874 |
| COMCAST CORP CL A | 2018-07-30 | 2019-10-17 | $3,931 | $3,050 | $881 | $881 |
| CME GROUP INC | 2013-12-27 | 2019-10-17 | $16,528 | $6,166 | $10,362 | $10,362 |
| MICROSOFT CORP | 2019-08-09 | 2019-10-17 | $16,578 | $16,417 | $161 | $161 |
| RAYTHEON CO | 2018-11-09 | 2019-10-17 | $10,487 | $9,775 | $712 | $712 |
| RAYTHEON CO | 2019-02-04 | 2019-10-17 | $8,470 | $7,309 | $1,161 | $1,161 |
| APPLE INC | 2013-12-27 | 2019-10-17 | $19,676 | $6,718 | $12,958 | $12,958 |
| MEDTRONIC PLC | 2015-01-27 | 2019-10-17 | $22,223 | $15,512 | $6,711 | $6,711 |
| MICROSOFT CORP | 2013-12-27 | 2019-10-17 | $1,950 | $522 | $1,428 | $1,428 |
| WALMART INC | 2018-10-03 | 2019-10-17 | $7,318 | $5,780 | $1,538 | $1,538 |
| WALMART INC | 2018-11-09 | 2019-10-17 | $7,558 | $6,651 | $907 | $907 |
| ACCENTURE PLC | 2017-01-31 | 2019-10-17 | $14,677 | $8,957 | $5,720 | $5,720 |
| ACCENTURE PLC | 2016-11-04 | 2019-10-17 | $45,517 | $28,796 | $16,721 | $16,721 |
| ACCENTURE PLC | 2017-04-26 | 2019-10-17 | $5,016 | $3,216 | $1,800 | $1,800 |
| ALLY FINANCIAL CROUP | 1955-01-28 | 2020-06-02 | $236,087 | $275,623 | -$39,536 | -$39,536 |
| CITIZENS FINANCIAL GROUP | 2015-01-30 | 2020-04-21 | $93,718 | $116,901 | -$23,183 | -$23,183 |
| JPMORGAN CHASE | 2013-12-13 | 2020-05-27 | $247,604 | $149,582 | $98,022 | $98,022 |
| APPLE INC | 2013-03-12 | 2020-08-24 | $80 | $80 | $80 | |
| APPLE INC | 2013-03-12 | 2020-09-04 | $252,040 | $59,697 | $192,343 | $192,343 |
| ARAMARK | 2014-07-09 | 2020-03-26 | $143,353 | $189,121 | -$45,768 | -$45,768 |
| DISCOVERY COMMUNICATIONS INC | 2017-01-05 | 2020-04-09 | $268,979 | $361,969 | -$92,990 | -$92,990 |
| FEDEX CORP | 2017-08-10 | 2020-02-06 | $142,491 | $194,790 | -$52,299 | -$52,299 |
| OMNICOM GROUP INC | 2017-01-05 | 2020-04-09 | $125,491 | $186,754 | -$61,263 | -$61,263 |
| CIGNA CORP | 2018-12-21 | 2020-05-18 | $113,643 | $212,462 | -$98,819 | -$98,819 |
| ENANTA PHARMACEUTICALS INC | 2017-11-20 | 2020-01-21 | $352,161 | $285,529 | $66,632 | $66,632 |
| MERCK KGAA | 2018-03-07 | 2020-05-28 | $513,826 | $434,542 | $79,284 | $79,284 |
| ANHEUDER-BUSCH INBEV | 2011-12-12 | 2020-02-24 | $197,421 | $331,427 | -$134,006 | -$134,006 |
| ALTRIA GROUP INC | 2017-05-25 | 2019-11-25 | $181,912 | $273,467 | -$91,555 | -$91,555 |
| WABTEC CORP | 2019-02-25 | 2020-05-18 | $1,742 | $2,439 | -$697 | -$697 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$107,136 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,736,265 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $31,411,310 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055275 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,476,716 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $30,014,932 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049199 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,384,174 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $25,116,329 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055111 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,350,683 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,301,421 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051354 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,454,658 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $28,006,637 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051940 | DistributionYr5Rt |
| Total Distribution | 0.262879 | TotalDistributionRt |
| Average Distribution | 0.052576 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $30,129,640 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,584,096 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,481 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,590,577 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,324,604 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,961 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,961 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,961 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,537 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,537 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,424 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAXPAYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5168696700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 NORTHERN BLVD | AddressLine1Txt |
| City | MANHASSET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 110303006 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| FRED COLIN | ||||||||
| 1520 NORTHERN BOULEVARD | MANHASSET | NY | 11030 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BARBARA F COLIN | ||||||||
| 1520 NORTHERN BOULEVARD | MANHASSET | NY | 11030 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| EVA USDAN | ||||||||
| 775 PARK AVENUE | NEW YORK | NY | 10021 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SAMUEL F COLIN | ||||||||
| 50 LAKE ROAD | RYE | NY | 10580 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| REBECCA COLIN | ||||||||
| 723 LAKE AVENUE | GREENWICH | CT | 06830 | 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 | $29,491,720 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,096,747 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,588,467 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,588,467 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $458,827 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,129,640 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,506,482 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,506,482 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,961 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,961 | TotalTaxAmt |
| Distributable Before Adj | $1,493,521 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,493,521 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,493,521 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,324,604 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,324,604 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,324,604 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,493,521 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $907,658 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,324,604 | QualifyingDistributionsAmt |
| Applied To Year1 | $907,658 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $416,946 | 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 | $1,076,575 | 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 | FRED COLIN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FRED COLIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 NORTHERN BLVD | AddressLine1Txt |
| City | MANHASSET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 110303006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5168696700 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 92ND STREET Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC | GENERAL CHARITABLE | $79,915 |
| AMERICAN CANCER SOCIETY | |||||||
| 75 DAVIDS DRIVE | HAUPPAUGE | NY | 11788 | NONE | PUBLIC | GENERAL CHARITABLE | $2,500 |
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 78851 | PHOENIX | AZ | 850628851 | NONE | PUBLIC | GENERAL CHARITABLE | $150 |
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | GENERAL CHARITABLE | $75,000 |
| ANIMAL MEDICAL CENTER | |||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | NONE | PUBLIC | GENERAL CHARITABLE | $150,000 |
| ASPCA | |||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 101286804 | NONE | PUBLIC | GENERAL CHARITABLE | $250 |
| BRUCE AND MARSHA MOSKOWITZ FOUNDATION INC | |||||||
| 223 SUNSET AVENUE SUITE 200 | PALM BEACH | FL | 33480 | NONE | PUBLIC | GENERAL CHARITABLE | $30,000 |
| CAMP SUNSHINE | |||||||
| 35 ACADIA ROAD | CASCO | ME | 04015 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| CARE | |||||||
| PO BOX 1870 | MERRIFIELD | VA | 221169646 | NONE | PUBLIC | GENERAL CHARITABLE | $250 |
| CLARK UNIVERSITY | |||||||
| 950 MAIN STREET | WORCESTER | MA | 016101477 | NONE | PUBLIC | GENERAL CHARITABLE | $50,000 |
| COLUMBIA UNIVERSITY - EVAN JOHNSON RESEARCH FUND | |||||||
| 100 HAVEN AVENUE SUITE 29D | NEW YORK | NY | 10032 | NONE | PUBLIC | GENERAL CHARITABLE | $30,000 |
| COLUMBIA UNIVERSITY - MARY D'ALTON FUND | |||||||
| 100 HAVEN AVENUE SUITE 29D | NEW YORK | NY | 10032 | NONE | PUBLIC | GENERAL CHARITABLE | $60,000 |
| DOCOTRS WITHOUT BORDERS USA | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | NONE | PUBLIC | GENERAL CHARITABLE | $1,500 |
| DOROT | |||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| FAMILY AND CHILDREN'S ASSOCIATION | |||||||
| 100 EAST OLD COUNTRY ROAD | MINEOLA | NY | 11501 | NONE | PUBLIC | GENERAL CHARITABLE | $2,500 |
| FRIENDS OF THE IDF | |||||||
| 1430 BROADWAY SUITE 1301 | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL CHARITABLE | $50,000 |
| GLEN OAKS CLUB - PHILANTHROPIC FUND | |||||||
| PO BOX 249 | OLD WESTBURY | NY | 11568 | NONE | PUBLIC | GENERAL CHARITABLE | $750 |
| GREENWICH COUNTRY DAY SCHOOL | |||||||
| 401 OLD CHURCH ROAD | GREENWICH | CT | 06830 | NONE | PUBLIC | GENERAL CHARITABLE | $150,000 |
| GREENWICH HOSPITAL | |||||||
| 35 RIVER ROAD | COS COB | CT | 06807 | NONE | PUBLIC | GENERAL CHARITABLE | $50,000 |
| GREENWICH INTERNATIONAL FILM FESTIVAL | |||||||
| 0 HORSENECK LANE | GREENWICH | CT | 06830 | NONE | PUBLIC | GENERAL CHARITABLE | $7,000 |
| GREEN TOWN PARTY INC | |||||||
| PO BOX 59 | GREENWICH | CT | 06870 | NONE | PUBLIC | GENERAL CHARITABLE | $30,000 |
| GREENWICH TEEN CENTER | |||||||
| PO BOX 1339 | GREENWICH | CT | 06836 | NONE | PUBLIC | GENERAL CHARITABLE | $12,500 |
| IMPACT FAIRFIELD COUNTY | |||||||
| PO BOX 7666 | GREENWICH | CT | 06836 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| IMMACULATE HEART OF MARY | |||||||
| PO BOX 546 | MURPHY | NC | 28906 | NONE | PUBLIC | GENERAL CHARITABLE | $5,000 |
| ISLAND HARVEST | |||||||
| 199 SECOND STREET | MINEOLA | NY | 11501 | NONE | PUBLIC | GENERAL CHARITABLE | $4,600 |
| LITTLE FLOWER CHILDREN AND FAMILY SERVICES OF NY | |||||||
| 2450 N WADING RIVER ROAD | WADING RIVER | NY | 11792 | NONE | PUBLIC | GENERAL CHARITABLE | $3,000 |
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL CHARITABLE | $2,700 |
| MAYO CLINIC | |||||||
| 4500 SAN PABLO ROAD | JACKSONVILLE | FL | 32224 | NONE | PUBLIC | GENERAL CHARITABLE | $25,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 885 2ND AVENUE 8TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL CHARITABLE | $100,000 |
| METROPOLITAN MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL CHARITABLE | $1,107 |
| MICHAEL J FOX FOUNDATION | |||||||
| 498 SEVENTH AVENUE 18TH FLOOR | NEW YORK | NY | 10065 | NONE | PUBLIC | GENERAL CHARITABLE | $25,000 |
| MOUNT SINAI SCHOOL OF MEDICINE | |||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 100296574 | NONE | PUBLIC | GENERAL CHARITABLE | $30,000 |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 100195498 | NONE | PUBLIC | GENERAL CHARITABLE | $389 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 40 MARCUS DRIVE STE 100 | MELVILLE | NY | 11747 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| NEUE GALERIE NEW YORK | |||||||
| 1048 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PUBLIC | GENERAL CHARITABLE | $430 |
| NEW YORK PRESBYTERIAN HOSPITAL | |||||||
| 525 EAST 68TH STREET BOX 123 | NEW YORK | NY | 10065 | NONE | PUBLIC | GENERAL CHARITABLE | $50,000 |
| NYU LANGONE MEDICAL CENTER | |||||||
| 24 WEST FOURTH STREET 4TH FLOOR | NEW YORK | NY | 10012 | NONE | PUBLIC | GENERAL CHARITABLE | $10,000 |
| NYU SCHOOL OF MEDICINE - DEPARTMENT OF DERMATOLOGY | |||||||
| 550 FIFTH AVENUE | NEW YORK | NY | 10016 | NONE | PUBLIC | GENERAL CHARITABLE | $10,000 |
| NYU STERN BUSINESS SCHOOL | |||||||
| 40 WEST FOURTH STREET | NEW YORK | NY | 10012 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| PREP FOR PREP | |||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL CHARITABLE | $2,000 |
| RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS | |||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC | GENERAL CHARITABLE | $1,500 |
| RECONSTRUCTIONIST SYNAGOGUE OF THE NORTH SHORE | |||||||
| 1001 PLANDOME ROAD | PLANDOME | NY | 110301334 | NONE | PUBLIC | GENERAL CHARITABLE | $2,925 |
| SOLOMON R GUGGENHEIM MUSEUM AND FOUNDATION | |||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC | GENERAL CHARITABLE | $140 |
| ST FRANCIS HOSPITAL FOUNDATION | |||||||
| 100 PORT WASHINGTON BLVD | ROSLYN | NY | 11576 | NONE | PUBLIC | GENERAL CHARITABLE | $125,000 |
| SCHECHTER SCHOOL OF LONG ISLAND | |||||||
| 6 CROSS STREET | WILLISTON PARK | NY | 11596 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| TEACHERS AND WRITERS COLLABORATIVE | |||||||
| 520 EIGHT AVENUE | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL CHARITABLE | $10,000 |
| TEMPLE SHOLOM | |||||||
| 300 E PUTNAM AVENUE | GREENWICH | CT | 06830 | NONE | PUBLIC | GENERAL CHARITABLE | $2,075 |
| THE FRICK COLLECTION | |||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 100214907 | NONE | PUBLIC | GENERAL CHARITABLE | $140 |
| THE JEWISH MUSEUM | |||||||
| 1109 5TH AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC | GENERAL CHARITABLE | $145 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 300 ROBBINS LANE | SYOSSET | NY | 11791 | NONE | PUBLIC | GENERAL CHARITABLE | $2,500 |
| THE METROPOLITAN OPERA | |||||||
| 1 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL CHARITABLE | $60,000 |
| THE NORWALK FIREFIGHTERS | |||||||
| 121 CONNECTICUT AVENUE | NORWALK | CT | 06854 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| THE ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVENUE BOX 164 | NEW YORK | NY | 10065 | NONE | PUBLIC | GENERAL CHARITABLE | $2,000 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| PO BOX 1566 | MERRIFIELD | VA | 221169583 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| UJA FEDERATION OF JEWISH PHILANTHROPIES OF NY INC | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC | GENERAL CHARITABLE | $12,000 |
| USDAN SUMMER CAMP FOR THE ARTS | |||||||
| 185 COLONIAL SPRINGS ROAD | WHEATLEY HEIGHTS | NY | 11798 | NONE | PUBLIC | GENERAL CHARITABLE | $20,000 |
| WESTPORT COUNTRY PLAYHOUSE | |||||||
| 25 POWERS COURT | WESTPORT | CT | 06880 | NONE | PUBLIC | GENERAL CHARITABLE | $1,500 |
| WEILL CORNELL MEDICINE | |||||||
| 1300 YORK AVENUE BOX 314 | NEW YORK | NY | 10065 | NONE | PUBLIC | GENERAL CHARITABLE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,308,966 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $329,212 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $368,433 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$107,136 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $590,509 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $590,509 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| FRED COLIN | |||||||
| 1 | 1520 NORTHERN BLVD | MANHASSET | NY | 11030 | $269,448 | Yes (X) | |
| EVA USDAN | |||||||
| 2 | 775 PARK AVENUE | NEW YORK | NY | 10021 | $5,679 | Yes (X) | |
| REBECCA COLIN | |||||||
| 3 | 723 LAKE AVENUE | GREENWICH | CT | 06830 | $192,549 | Yes (X) | |
| SAMUEL F COLIN | |||||||
| 4 | 50 LAKE ROAD | RYE | NY | 10580 | $174,471 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 4 | ContributorNum |
| Noncash Property | 2,870 SHARES ONEX CORP | NoncashPropertyDesc |
| Fair Market Value | $174,471 | FairMarketValueAmt |
| Received | 2019-12-13 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3,511 SHS BERKSHIRE HATHAWAY-CLASS B | $508,471 | $708,871 |
| 3,233.1380 SHS CISCO SYSTEMS INC | $62,426 | $116,070 |
| 15,003.801 SHS MICROSOFT CORP | $720,754 | $3,037,820 |
| FIRST BIOMED LIMITED | $2,500,000 | $3,561,436 |
| 29,155.2615 SHS EXXONMOBIL CORP. | $1,205,221 | $951,045 |
| 6,759.4504 SHS ROYAL DUTCH SHELL | $238,821 | $172,704 |
| 3,600 SHS AMERICAN WATER WORKS CO., INC. | $71,980 | $541,836 |
| 11,170.532 SHS APPLE INC. | $222,033 | $1,216,024 |
| 14,900 SHS APPROACH RESOURCES INC | $334,847 | $171 |
| 885 SHS JPMORGAN CHASE & CO | $49,673 | $86,765 |
| 3,260.102 SHS VISA INC | $173,426 | $592,393 |
| CITI MANAGED FUND | $2,381,806 | $3,747,836 |
| 14,979.1690 SHS COCA COLA COMPANY | $731,208 | $719,899 |
| 2,485.59 SHS NORTHROP GRUMMAN CORP | $358,223 | $720,374 |
| 1,500 SHS WAL-MART STORES INC | $100,210 | $208,125 |
| 8,600 SHS ORACLE CORP | $350,068 | $482,546 |
| 461 SHS AUTOZONE INC | $233,370 | $520,460 |
| 1,700 SHS S&P GLOBAL INC | $192,171 | $548,641 |
| 3,200 SHS DANAHER CORP | $264,608 | $734,528 |
| 221 SHS ALPHABET INC | $244,480 | $358,243 |
| 2,175 SHS FACEBOOK INC | $380,736 | $572,264 |
| 1,100 SHS STRYKER CORP | $183,630 | $222,211 |
| 2,870 SHS ONEX CORP | $174,471 | $123,996 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,255,213 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,255,847 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $50,000 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $50,000 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WEXFORD PARTNERS 10, L.P. | AT COST | $523,900 | $235,374 |
| SMSF, LLC (HEDGE FORUM) | AT COST | $11,259 | $159,490 |
| HSBC MM FUND | AT COST | $2,354,479 | $2,354,479 |
| FMC MM FUND # 1 | AT COST | $530,417 | $530,417 |
| CITI INVESTOR M/F | AT COST | $313,928 | $3,747,836 |
| DEUTSCHEBANK M/F | AT COST | $510,529 | $510,529 |
| BEP PRIVATE INVESTORS LP | AT COST | $185,264 | $233,257 |
| KKR ASIAN FUND II PRIVATE INVESTORS OFFSHORE, LP | AT COST | $123,239 | $214,818 |
| FIRST CHINA FUND LLC | AT COST | $1,468,905 | $1,888,821 |
| BREP ASIA PRIVATE | AT COST | $108,480 | $256,193 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $102,533 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEE | $62,552 | $46,914 | $15,638 |
| NYS FILING FEE | $60 | $0 | $0 |
| BROKERAGE COMMISSION FEES | $676 | $676 | $0 |
| DELIVERY EXPENSE | $34 | $34 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME/LOSS FROM PARTNERSHIPS | Desc |
| Revenue And Expenses Per Books | $368,433 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $368,433 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $368,433 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REPRESENTATION FEES | CategoryTxt |
| Amt | $2,054 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME | $0 | $0 | $0 |
| FOREIGN INCOME TAX WITHHELD | $1,960 | $1,960 | $0 |
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