ROE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROE FOUNDATION INC (EIN 13-3840700)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349102021
- Schema version
- 2020v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T09:59:00-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 130485070 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERDON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 MADISON AVENUE | 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 | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133840700 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROE FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O PAN AM EQUITIES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROEF | BusinessNameControlTxt |
| Phone | 2128374800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 EAST 50TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT E SOLOMON | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2128374800 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | SOLOMON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAURY GOLBERT | PreparerPersonNm |
| PTIN | P00748248 | PTIN |
| Phone | 2128320400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $2,032,210 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,705,080 | ContriRcvdRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $1,215,970 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,957,458 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,215,970 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,921,050 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,215,970 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,600 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $210 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $210 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,810 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,810 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,045,130 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,045,130 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,048,940 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,048,940 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,872,110 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,215,970 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $132,793 | CashBOYAmt |
| Cash EOY | $1,838,560 | CashEOYAmt |
| Cash EOYFMV | $1,838,560 | CashEOYFMVAmt |
| Corporate Stock BOY | $127,049 | CorporateStockBOYAmt |
| Corporate Stock EOY | $148,092 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $193,650 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $259,842 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,986,652 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,032,210 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $259,842 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,986,652 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $259,842 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,986,652 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $259,842 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,986,652 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $259,842 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,872,110 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,131,952 | SubtotalAmt |
| Other Decreases | $1,145,300 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,986,652 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMAZON.COM INC | P | 2020-05-08 | 2020-11-05 | $84,003 | $59,385 | $24,618 | $24,618 |
| AMAZON.COM INC | P | 2020-06-17 | 2020-11-05 | $168,006 | $132,192 | $35,814 | $35,814 |
| AMAZON.COM INC | P | 2016-05-02 | 2020-11-03 | $306,755 | $66,734 | $240,021 | $240,021 |
| AMAZON.COM INC | P | 2016-05-02 | 2020-11-04 | $320,309 | $66,734 | $253,575 | $253,575 |
| AMAZON.COM INC | P | 2016-09-24 | 2020-11-04 | $16,118 | $3,975 | $12,143 | $12,143 |
| AMAZON.COM INC | P | 2016-09-26 | 2020-11-04 | $32,236 | $8,065 | $24,171 | $24,171 |
| AMAZON.COM INC | P | 2016-09-29 | 2020-11-04 | $177,297 | $45,201 | $132,096 | $132,096 |
| AMAZON.COM INC | P | 2017-01-12 | 2020-11-04 | $16,118 | $4,032 | $12,086 | $12,086 |
| AMAZON.COM INC | P | 2017-01-13 | 2020-11-04 | $48,353 | $12,214 | $36,139 | $36,139 |
| AMAZON.COM INC | P | 2017-02-24 | 2020-11-05 | $32,236 | $8,418 | $23,818 | $23,818 |
| AMAZON.COM INC | P | 2017-02-24 | 2020-11-05 | $218,408 | $54,715 | $163,693 | $163,693 |
| AMAZON.COM INC | P | 2017-05-12 | 2020-11-05 | $33,601 | $9,547 | $24,054 | $24,054 |
| AMAZON.COM INC | P | 2018-04-26 | 2020-11-05 | $84,003 | $42,950 | $41,053 | $41,053 |
| AMAZON.COM INC | P | 2018-05-15 | 2020-11-05 | $33,601 | $18,408 | $15,193 | $15,193 |
| AMAZON.COM INC | P | 2018-12-05 | 2020-11-05 | $134,405 | $72,607 | $61,798 | $61,798 |
| AMAZON.COM INC | P | 2018-12-25 | 2020-11-05 | $168,006 | $96,005 | $72,001 | $72,001 |
| AMAZON.COM INC | P | 2019-01-07 | 2020-11-05 | $84,003 | $40,306 | $43,697 | $43,697 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,215,970 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $60,432 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,902 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,902 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,902 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $17,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $335 | EsPenaltyAmt |
| Overpayment | $763 | OverpaymentAmt |
| Applied To ES Tax | $763 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SCOTT SOLOMON PAN AM EQUITIES | IndividualWithBooksNm |
| Phone | 2128374800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 EAST 50TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GREG MANOCHERIAN | ||||||||
| 18 EAST 50TH STREET | NEW YORK | NY | 10022 | DIR/PRES AS REQ'D | 0.00 | $0 | $0 | $0 |
| JOHN MANOCHERIAN | ||||||||
| 18 EAST 50TH STREET | NEW YORK | NY | 10022 | VICE PRES. AS REQ'D | 0.00 | $0 | $0 | $0 |
| SCOTT SOLOMON | ||||||||
| 18 EAST 50TH STREET | NEW YORK | NY | 10022 | OFFICER AS REQ'D | 0.00 | $0 | $0 | $0 |
| JED MANOCHERIAN | ||||||||
| 18 EAST 50TH STREET | NEW YORK | NY | 10022 | DIR/SEC'Y AS REQ'D | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $82,535 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $542,427 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $624,962 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $624,962 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,374 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $615,588 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,779 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,779 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,902 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,902 | TotalTaxAmt |
| Distributable Before Adj | $13,877 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,877 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,877 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,048,940 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,048,940 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,048,940 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,877 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $409,339 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $612,476 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $441,645 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $797,128 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,297,650 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,558,238 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,048,940 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,877 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,035,063 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,593,301 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $409,339 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,183,962 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $612,476 | ExcessFromYear4Amt |
| Excess From Year3 | $441,645 | ExcessFromYear3Amt |
| Excess From Year2 | $797,128 | ExcessFromYear2Amt |
| Excess From Year1 | $1,297,650 | ExcessFromYear1Amt |
| Excess From Current Year | $1,035,063 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GREG MANOCHERIAN | ContributingManagerNm |
| Contributing Manager | JOHN MANOCHERIAN | ContributingManagerNm |
| Contributing Manager | JED MANOCHERIAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| A NEW CHANCE ANIMAL RESCUE INC | ||||||
| POBOX 215 | BEDFORD HILLS | NY | 10507 | GENERAL CONTRIBUTION | $500 | |
| ACT FOR NIH FOUNDATION | ||||||
| 300 NEW JERSEY AVENUE NW SUITE | WASHINGTON | DC | 20001 | GENERAL CONTRIBUTION | $350,000 | |
| AMERICAN FRIENDS OF THE BUGATTI TRUST | ||||||
| 136 VILLAGE AVE | DEDHAM | MA | 02026 | GENERAL CONTRIBUTION | $5,000 | |
| AMERICAN UNIVERSITY | ||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | GENERAL CONTRIBUTION | $10,000 | |
| CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION | ||||||
| 4200 BISCAYNE BLVD 1 | MIAMI | FL | 33137 | GENERAL CONTRIBUTION | $3,600 | |
| CHILDHOOD CANCER SOCIETY | ||||||
| PO BOX 221 | WAYNE | NJ | 07470 | GENERAL CONTRIBUTION | $2,500 | |
| CHOFETZ CHAIM HERITAGE | ||||||
| 361 SPOOK ROCK RD | SUFFERN | NY | 10901 | GENERAL CONTRIBUTION | $2,500 | |
| CITY CENTER EVENTS | ||||||
| 130 W 56TH STREET | NEW YORK | NY | 10019 | GENERAL CONTRIBUTION | $3,333 | |
| COAST GUARD AUXILIARY ASSOCIATION INC | ||||||
| 1301 WEST 1ST STREET SUITE E1 | GRANITE CITY | IL | 62040 | GENERAL CONTRIBUTION | $1,000 | |
| CONNECTICUT COMMUNITY CARE | ||||||
| 43 ENTERPRISE DRIVE | BRISTOL | CT | 06010 | GENERAL CONTRIBUTION | $3,334 | |
| DOUGLAS & KAISA LEVINE CHARITABLE FOUNDATION INC | ||||||
| 2760 N BAY ROAD | MIAMI BEACH | FL | 33140 | GENERAL CONTRIBUTION | $65,000 | |
| FLORIDA FOSTER CARE REVIEW | ||||||
| 155 NW 3RD STREET SUITE 4338 | MIAMI | FL | 33128 | GENERAL CONTRIBUTION | $10,000 | |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION | ||||||
| 11200 SW 8TH STREET MODESTO A | MIAMI | FL | 33199 | GENERAL CONTRIBUTION | $89,500 | MAIDIQUE CAMPUS-MARC 5TH FLOOR |
| FORDHAM UNIVERSITY | ||||||
| 45 COLUMBUS AVENUE 8TH FLOOR | NEW YORK | NY | 10023 | GENERAL CONTRIBUTION | $110,000 | |
| HAZELDEN BETTY FORD FOUNDATION | ||||||
| PO BOX 11 OS 3 | CENTER CITY | MN | 55012 | GENERAL CONTRIBUTION | $2,500 | |
| HUDSON RIVER PARK | ||||||
| 353 WEST ST | NEW YORK | NY | 10011 | GENERAL CONTRIBUTION | $2,500 | |
| INTERNATIONAL FUND FOR ANIMAL WELFARE | ||||||
| 290 SUMMER STREET | YARMOUTH PORT | MA | 02675 | GENERAL CONTRIBUTION | $2,000 | |
| K9S FOR WARRIORS | ||||||
| 114 CAMP K9 RD | PONTE VEDRA BEACH | FL | 32081 | GENERAL CONTRIBUTION | $5,000 | |
| NEIGHBORS LINK | ||||||
| 27 COLUMBUS AVE | MT KISCO | NY | 10549 | GENERAL CONTRIBUTION | $100,000 | |
| NEW YORK ACADEMY OF MEDICINE | ||||||
| 1216 FIFTH AVENUE | NEW YORK | NY | 10029 | GENERAL CONTRIBUTION | $1,000 | |
| ONE WORLD ONE VISION | ||||||
| 3801 WEST 15TH ST 110A | PLANO | TX | 57075 | GENERAL CONTRIBUTION | $10,000 | |
| PANTHERA | ||||||
| 8 WEST 40TH STREET 18TH FLOOR | NEW YORK | NY | 10018 | GENERAL CONTRIBUTION | $37,780 | |
| QUEENS HATZOLAH | ||||||
| 141-23 72ND CRESCENT | QUEENS | NY | 11367 | GENERAL CONTRIBUTION | $1,000 | |
| RANDOM FARMS KIDS THEATER | ||||||
| 455 TARRYTOWN ROAD 1119 | WHITE PLANS | NY | 10607 | GENERAL CONTRIBUTION | $1,250 | |
| ROOSEVELT CONSERVATION FOUNDATION | ||||||
| 1455 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20001 | GENERAL CONTRIBUTION | $50,000 | 400 |
| SOUTH FORK NATURAL HISTORY MUSEUM | ||||||
| PO BOX 455 | BRIDGEHAMPTON | NY | 11932 | GENERAL CONTRIBUTION | $150,000 | |
| THE CELL THEATRE CO | ||||||
| 338 W 23RD ST | NEW YORK | NY | 10011 | GENERAL CONTRIBUTION | $2,500 | |
| UNITED WAY OF WESTERN CONNECTICUT | ||||||
| 1150 SUMMER ST | STAMFORD | CT | 06905 | GENERAL CONTRIBUTION | $3,333 | |
| WESTOVER FUND | ||||||
| 1237 WHITTEMORE ROAD | MIDDLEBURY | CT | 06762 | GENERAL CONTRIBUTION | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,045,130 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,215,970 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,215,970 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,215,970 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JOHN MANOCHERIAN | |||||||
| 1 | 135 CENTRAL PARK WEST 11SC | NEW YORK | NY | 10023 | $190,000 | Yes (X) | |
| GREG MANOCHERIAN | |||||||
| 2 | 52 SOUTH BEDFORD RD | POUND RIDGE | NY | 10576 | $448,750 | Yes (X) | |
| STEVE WISE | |||||||
| 3 | 46 WESTCHESTER AVE | POUND RIDGE | NY | 10576 | $3,500 | Yes (X) | |
| ANDREW SABIN FAMILY FOUNDATION | |||||||
| 4 | 300 PANTIGO PLACE SUITE 102 | EAST HAMPTON | NY | 11937 | $150,000 | Yes (X) | |
| THE KOICIM CORP | |||||||
| 5 | 247 EAST 28TH STREET 10B | NEW YORK | NY | 10016 | $5,000 | Yes (X) | |
| FRAYDUN MANOCHERIAN | |||||||
| 6 | 215 WEAVER STREET | SCARSDALE | NY | 10583 | $1,214,460 | Yes (X) | |
| FRAYDUN MANOCHERIAN | |||||||
| 7 | 215 WEAVER STREET | SCARSDALE | NY | 10583 | $607,230 | Yes (X) | |
| PAMELA EQUITIES CORP | |||||||
| 8 | 18 EAST 50TH STREET | NEW YORK | NY | 10022 | $86,140 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 6 | 400 SHARES OF AMAZON | $1,214,460 | 2020-10-30 |
| 7 | 200 SHARES OF AMAZON | $607,230 | 2020-10-30 |
| 8 | 1000 SHARES OF JD.COM | $86,140 | 2020-12-29 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,600 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 22,500 SHS KINGSWAY FIN. SVS. | $127,049 | $105,750 |
| 1,000 SHS JD.COM INC | $21,043 | $87,900 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APPRECIATION OF DONATED STOCK | Desc |
| Amt | $1,145,300 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LICENSES & PERMITS | $160 | $0 | $0 | $160 |
| OFFICE EXPENSE | $50 | $0 | $0 | $50 |
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