LAURIE KAYDEN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LAURIE KAYDEN FOUNDATION (EIN 13-3557216)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-13
- IRS object ID
- 202122569349100902
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-13T14:00:09-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131459550 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAZARS USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 WEST 50TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100200002 | 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 | 133557216 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURIE KAYDEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAUR | BusinessNameControlTxt |
| Phone | 2129779700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO PHILLIPS NIZER 485 LEXINGTON A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW TUNICK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2129779700 | PhoneNum |
| Signature | 2021-08-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDREW | PersonFirstNm |
| Person Last | TUNICK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALYSSA ROSENBAUM | PreparerPersonNm |
| PTIN | P00622359 | PTIN |
| Phone | 2128127000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $64,325,087 | 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 | $78,461 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $78,461 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $124,731 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $118,139 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,108,100 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $51,981,687 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,108,100 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,161,863 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,161,863 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $37,473,155 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,466,563 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $245,858 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $184,394 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $61,464 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,186 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $13,186 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,966 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,377 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $144,890 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $143,707 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,183 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $434,900 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $343,664 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $62,647 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,430,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,430,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,864,900 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $343,664 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,492,647 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $35,608,255 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,122,899 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,134 | CashBOYAmt |
| Cash EOY | $289,962 | CashEOYAmt |
| Cash EOYFMV | $289,962 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,319,095 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,619,694 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,619,694 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,574,238 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,486,131 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,486,131 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $16,940,418 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,929,300 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,929,300 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $27,837,885 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,325,087 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $64,325,087 | 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 | $27,837,885 | RetainedEarningBOYAmt |
| Retained Earning EOY | $64,325,087 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,837,885 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $64,325,087 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,837,885 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $64,325,087 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,837,885 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $35,608,255 | ExcessRevenueOverExpensesAmt |
| Other Increases | $878,947 | OtherIncreasesAmt |
| Subtotal | $64,325,087 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $64,325,087 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2020-12-31 | $6,309,854 | $6,272,939 | $36,915 | $36,915 |
| PUBLICLY TRADED SECURITIES | P | 2020-12-31 | $4,945,856 | $4,281,358 | $664,498 | $664,498 |
| 11 MADISON SQUARE NORTH ASSOC | P | 2020-03-16 | $15,476,000 | $1,597,883 | $13,878,117 | $13,878,117 |
| 16 MADISON SQUARE WEST ASSOC | P | 2020-03-16 | $25,245,225 | $3,721,407 | $21,523,818 | $21,523,818 |
| CAPITAL GAINS DIVIDENDS | P | $4,752 | $4,752 | $4,752 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,108,100 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $516,008 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $516,008 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $516,008 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,007 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $691,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $714,007 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $197,999 | OverpaymentAmt |
| Applied To ES Tax | $75,000 | AppliedToESTaxAmt |
| Refund | $122,999 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREW TUNICK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129779700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PHILLIPS NIZER 485 LEXINGTON | AddressLine1Txt |
| Address Line2 | AVE | AddressLine2Txt |
| 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT HORAN | |||||||||
| C/O PHILLIPS NIZER 485 LEXINGTON | AVENUE | NEW YORK | NY | 10017 | TRUSTEE | 5.00 | $122,929 | $0 | $0 |
| ANDREW J TUNICK | |||||||||
| C/O PHILLIPS NIZER 485 LEXINGTON | AVENUE | NEW YORK | NY | 10017 | TRUSTEE | 5.00 | $122,929 | $0 | $0 |
| RICHARD D TUNICK | |||||||||
| C/O PHILLIPS NIZER 485 LEXINGTON | AVENUE | NEW YORK | NY | 10017 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BARBARA HORAN | |||||||||
| C/O PHILLIPS NIZER 485 LEXINGTON | AVENUE | NEW YORK | NY | 10017 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEUBERGER BERMAN BD LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1290 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101040001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $81,373 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $19,920,540 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,986,279 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,434,859 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $56,341,678 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $56,341,678 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $845,125 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $55,496,553 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,774,828 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,774,828 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $516,008 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $516,008 | TotalTaxAmt |
| Distributable Before Adj | $2,258,820 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,258,820 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,258,820 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,492,647 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,492,647 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,492,647 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,258,820 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $173,482 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $282,562 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $229,772 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $274,957 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $960,773 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,492,647 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,492,647 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $766,173 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $766,173 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $194,600 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $194,600 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $194,600 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALBERT EINSTEIN COLLEGE OF MEDICINE INC | ||||||||
| 1300 MORRIS PARK AVENUE ROOM 717 | BRONX | NY | 10461 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| ALS ASSOCIATION | ||||||||
| 42 BROADWAY SUITE 1724 | NEW YORK | NY | 10004 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| AMERICAN ASSOCIATES BEN GURION UNIV OF THE NEGEV | ||||||||
| 1001 AVENUE OF THE AMERICAS 19TH | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $25,000 | FLOOR |
| AMERICAN CANCER SOCIETY | ||||||||
| 132 WEST 32ND STREET | NEW YORK | NY | 10001 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| AMERICAN COMMITTEE FOR THE WEIZMAN INSTITUTE OF SCIENCE | ||||||||
| 633 THIRD AVENUE 20TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| 2451 CRYSTAL DRIVE SUITE 900 | ARLINGTON | VA | 22202 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| AMERICAN FRIENDS OF GALILEE MEDICAL CENTER | ||||||||
| PO BOX 789856 | PHILADELPHIA | PA | 191789856 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||
| 20 WEST 36TH STREET SUITE 1100 | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | ||||||||
| 39 BROADWAY SUITE 1510 | NEW YORK | NY | 10006 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | ||||||||
| ONE BATTERY PARK PLAZA 25TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 100222746 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| AMIT | ||||||||
| 817 BROADWAY 3RD FLOOR | NEW YORK | NY | 10003 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| ANTI DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 101583560 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| B'NAI BRITH INTERNATIONAL | ||||||||
| 1120 20TH STREET NW SUITE 300 NORTH | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| CALVARY HOSPITAL FUND | ||||||||
| 1740 EASTCHESTER ROAD | BRONX | NY | 10461 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| CANCER CARE INC | ||||||||
| 275 SEVENTH AVENUE 22ND FLOOR | NEW YORK | NY | 10001 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| CENTER FOR HEARING AND COMMUNICAITION | ||||||||
| 50 BROADWAY 6TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| CHRISTOPHER & DANA REEVE FOUNDAITON | ||||||||
| 636 MORRIS TURNPIKE SUITE 3A | SHORT HILLS | NJ | 07078 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| CITY HARVEST INC | ||||||||
| 6 EAST 32ND STREET 5H FLOOR | NEW YORK | NY | 10016 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| CITY MEALS ON WHEELS | ||||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 100176603 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| COALITION FOR THE HOMELESS | ||||||||
| 129 FULTON STREET | NEW YORK | NY | 100382746 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| COLGATE UNIVERSITY | ||||||||
| 13 OAK DRIVE | HAMILTON | NY | 133461398 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| COLUMBIA LAW SCHOOL | ||||||||
| 435 WEST 116TH STREET BOX A-2 | NEW YORK | NY | 100277297 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| COMMONPOINT QUEENS | ||||||||
| 58-20 LITTLE NECK PARKWAY | LITTLE NECK | NY | 11362 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| CONGREGATION KEHILATH JESHURUN | ||||||||
| 125 EAST 85TH STREET | NEW YORK | NY | 100280992 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| EQUAL JUSTICE AMERICA | ||||||||
| 13540 EAST BOUNDARY ROAD | MIDLOTHIAN | VA | 23112 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| FEEDING AMERICA | ||||||||
| 35 EAST WACKER SUITE 2000 | CHICAGO | IL | 606012200 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| FEEDING WESTCHESTER | ||||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| FOOD BANK FOR NEW YORK CITY | ||||||||
| 39 BROADWAY 10TH FL | NEW YORK | NY | 10006 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| GOD'S LOVE WE DELIVER | ||||||||
| 166 AVENUE OF THE AMERICAS | NEW YORK | NY | 100131207 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| HEARING HEALTH FOUNDATION | ||||||||
| 575 8TH AVENUE SUITE 1201 | NEW YORK | NY | 100183011 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| HEIFER INTERNATIONAL | ||||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| HIAS | ||||||||
| 411 FIFTH AVENUE SUITE 1006 | NEW YORK | NY | 10016 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| ISRAEL GUIDE DOG CENTER FOR THE BLIND | ||||||||
| 968 EASTON ROAD SUITE H | WARRINGTON | PA | 18976 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| LIGHTHUSEGUILD | ||||||||
| 250 WEST 64TH STREET | NEW YORK | NY | 100236601 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| MADD | ||||||||
| 511 EAST JOHN CARPENTER FREEWAY | IRVING | TX | 750628187 | N/A | PC | GENERAL SUPPORT | $15,000 | SUITE 700 |
| MERCY CORPS | ||||||||
| 45 SW ANKENY STREET | PORTLAND | OR | 97204 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| METROPOLITAN COUNCIL ON JEWISH POVERTY | ||||||||
| 77 WATER STREET 7TH FLOOR | NEW YORK | NY | 100054401 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| MONTEFIORE MEDICAL CENTER | ||||||||
| 3325 BAINBRIDGE AVENUE | BRONX | NY | 10467 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| NATIONAL COUNCIL OF JEWISH WOMEN OF NEW YORK | ||||||||
| 241 WEST 72ND STREET | NEW YORK | NY | 100232703 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| NATIONAL MS SOCIETY | ||||||||
| 733 THIRD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| NATIONAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| RAMAZ SCHOOL | ||||||||
| 125 EAST 85TH STREET | NEW YORK | NY | 100280992 | N/A | PC | GENERAL SUPPORT | $80,000 | |
| SELFHELP COMMUNITY SERVICES INC | ||||||||
| 520 EIGHTH AVENUE 5TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| STUYVESANT CCNY SCHOLARSHIP PROJECT | ||||||||
| 160 CONVENT AVENUE SHEPARD HALL | NEW YORK | NY | 10031 | N/A | PC | GENERAL SUPPORT | $25,000 | ROOM 166 |
| THE CITY COLLEGE FUNDGEORGE BARON MEMORIAL FUND | ||||||||
| 160 CONVENT AVENUE SHEPARD HALL | NEW YORK | NY | 10031 | N/A | PC | GENERAL SUPPORT | $25,000 | ROOM 166 |
| THE DOE FUND | ||||||||
| 232 EAST 84TH STREET | NEW YORK | NY | 10028 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| THE WOMEN'S ENTERPRISE DEVELOPMENT CENTER | ||||||||
| 901 NORTH BROADWAY SUITE 23 | WHITE PLAINS | NY | 10603 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| TRAUMA AND RESILIENCY RESOURCES INC | ||||||||
| 26 WEST 9TH STREET SUITE 5-E | NEW YORK | NY | 10011 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| UJA FEDERATION OF NEW YORK | ||||||||
| 130 EAST 59TH STREET 10TH FLOOR | NEW YORK | NY | 10022 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| UPPER EAST SIDE HATZOLAH | ||||||||
| 125 EAST 85TH STREET | NEW YORK | NY | 10028 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| VIBRANT EMOTIONAL HEALTH | ||||||||
| 50 BROADWAY 19TH FL | NEW YORK | NY | 10004 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| WEST END VOLUNTEER RESCUE SQUAD | ||||||||
| PO BOX 11144 | RICHMOND | VA | 23230 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| WHITE PLAINS HOSPITAL | ||||||||
| 41 EAST POST ROAD | WHITE PLAINS | NY | 10601 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| WILLIAMSBURG VOLUNTEERS OF HATZOLAH INC | ||||||||
| 318 PENN STREET | BROOKLYN | NY | 11211 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| WNETTHIRTEEN | ||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 1342 FLORIDA AVENUE NW | WASHINGTON | DC | 20009 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,430,000 | 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 | $78,461 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $124,731 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,161,863 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,108,100 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,473,155 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,473,155 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH A/C 860-20104 | $1,368,657 | $1,368,657 |
| MERRILL LYNCH A/C 860-10100 | $12,994,729 | $12,994,729 |
| CITIBANK AC 45E507860000 | $501,572 | $501,572 |
| MERRILL LYNCH A/C 850-03917 | $3,143,289 | $3,143,289 |
| MERRILL LYNCH A/C 850-03918 | $1,593,291 | $1,593,291 |
| NEUBERGER BERMAN AC 041830 | $14,547,595 | $14,547,595 |
| BNY MELLON AC 001089 | $2,336,998 | $2,336,998 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SK HR 1071 AVENUE OF AMERICAS LLC | AT COST | $5,221,631 | $5,221,631 |
| SK HR 48 WEST 37TH STREET LLC | AT COST | $2,154,460 | $2,154,460 |
| SK HR 44 WEST 18TH STREET LLC | AT COST | $658,211 | $658,211 |
| SK HR 411 FIFTH AVE LLC | AT COST | $1,894,998 | $1,894,998 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $13,186 | LegalFeesAmt |
| Net Investment Income | $13,186 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| APPRAISAL FEES | $15,000 | $15,000 | $0 |
| CUSTODY AND INVESTMENT MANAGEMENT FEES | $128,319 | $128,319 | $0 |
| FILING FEES | $150 | $0 | $150 |
| MISCELLANEOUS | $376 | $93 | $283 |
| NYS FILING FEE | $750 | $0 | $750 |
| OTHER INVESTMENT FEES | $295 | $295 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SK HR 11 EAST 26TH ST LLC | $114,120 | $114,120 | $114,120 |
| SK 1115 BROADWAY LLC | $184,950 | $184,950 | $184,950 |
| SK HR 1071 AVENUE OF AMERICAS LLC | $595,344 | $595,344 | $595,344 |
| SK HR 48 WEST 37TH STREET LLC | -$35,905 | -$35,905 | -$35,905 |
| SK HR 44 WEST 18TH STREET LLC | $22,456 | $22,456 | $22,456 |
| SK HR 411 FIFTH AVE LLC | $279,900 | $279,900 | $279,900 |
| OTHER INCOME | $998 | $998 | $998 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $878,947 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $28,589 | $0 | $0 |
| FOREIGN TAX | $2,377 | $2,377 | $0 |
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