BETA

FEIN ROSS FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
FEIN ROSS FAMILY FOUNDATION (EIN 61-1616420)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-06
IRS object ID
202131269349102113
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-06T09:10:05-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GOODMAN O'MALLEY ROSAMILIA & VOORMANBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1210 MALAPARDIS ROAD SUITE 104AddressLine1Txt
CityCEDAR KNOLLSCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07927ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN611616420EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FEINROSS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFEINBusinessNameControlTxt
Phone2129163197PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1335 MADISON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSANDER B ROSSPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2129163197PhoneNum
Signature2021-05-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSANDERPersonFirstNm
Person LastROSSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH ROSAMILIA CPAPreparerPersonNm
PTINP00022984PTIN
Phone9735990999PhoneNum
Preparation2021-05-06PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,802,169FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$48,603ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$66,003DividendsRevAndExpnssAmt
Dividends Net Invst Incm$66,003DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$31,825NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$415,417GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$31,825CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$146,431TotalRevAndExpnssAmt
Total Net Invst Incm$97,828TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$4,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,200AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$2,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,950TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,450TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$87,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$87,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$94,700TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$92,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$51,731ExcessRevenueOverExpensesAmt
Net Investment Income$97,828NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$234,077CashBOYAmt
Cash EOY$398,610CashEOYAmt
Cash EOYFMV$398,610CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$1,364,087CorporateStockBOYAmt
Corporate Stock EOY$996,918CorporateStockEOYAmt
Corporate Stock EOYFMV$1,403,559CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,598,164TotalAssetsBOYAmt
Total Assets EOY$1,395,528TotalAssetsEOYAmt
Total Assets EOYFMV$1,802,169TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,598,164RetainedEarningBOYAmt
Retained Earning EOY$1,395,528RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,598,164TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,395,528TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,598,164TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,395,528TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,598,164TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$51,731ExcessRevenueOverExpensesAmt
Other Increases$10,504OtherIncreasesAmt
Subtotal$1,660,399SubtotalAmt
Other Decreases$264,871OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,395,528TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDt
PUBLICLY TRADED SECURITIES$203,598$0$179,755$23,843$0$0$0$23,843
PUBLICLY TRADED SECURITIES$205,962$0$203,837$2,125$0$0$0$2,125
CAPITAL GAINS DIVIDENDS$5,647$0$0$5,647$0$0$0$5,647P2019-12-312020-12-31
CAPITAL GAINS DIVIDENDS$210$0$0$210$0$0$0$210P2019-12-312020-12-31
FieldValueIRS element (for citing)
Capital Gain Net Income$31,825CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,360InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,360SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,360TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,192EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,192TotalPaymentsAndCreditsAmt
Original Return Overpayment-$4,192OriginalReturnOverpaymentAmt
Overpayment$2,832OverpaymentAmt
Applied To ES Tax$2,832AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSANDER B ROSSIndividualWithBooksNm
Phone2129163197PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1335 MADISON AVEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROL FEIN ROSS
240 EAST 47TH STREET 18ENEW YORKNY100172036PRESIDENT0.25$0$0$0
SANDER B ROSS
240 EAST 47TH STREET 18ENEW YORKNY100172036TREASURER2.00$0$0$0
MELISSA F ROSS
1330 WEST AVE APT 2007MIAMI BEACHFL33139DIRECTOR0.00$0$0$0
LINDSEY ROSS NEIMAND
2 LEISURE FARM DRIVEARMONKNY105041925DIRECTOR0.00$0$0$0
HILLARY ROSS POSTERNAK
11 OAK LANESCARSDALENY10583DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,296,100AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$436,458AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,732,558TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,732,558AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$25,988CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,706,570NetVlNoncharitableAssetsAmt
Minimum Investment Return$85,329MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$85,329MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,360TaxBasedOnInvestmentIncomeAmt
Total Tax$1,360TotalTaxAmt
Distributable Before Adj$83,969DistributableBeforeAdjAmt
Distributable Before Ded$83,969DistributableBeforeDedAmt
Distributable As Adjusted$83,969DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$92,200ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$92,200QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$92,200AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$83,969DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$92,200QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$83,969AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,231RemainingDistriFromCorpusAmt
Total Corpus$8,231TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,231ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$8,231ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCAROL FEIN ROSSContributingManagerNm
Contributing ManagerSABDER B ROSSContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AJC GLOBAL JEWISH ADVOCACY
165 EAST 56 STREETNEW YORKNY10022PCRELIGIOUS, COMMUNITYAND EDUCATIONALACTIVITIES$15,000
UNIVERSITY OF MASSACHUSETTS
388 NORTH PLEASANT STREETAMHERSTMA01002PCRELIGIOUS, COMMUNITYAND EDUCATIONALACTIVITIES$10,000
BIRTHRIGHT ISRAEL FOUNDATION
33 E 33RD STREET 7TH FLNEW YORKNY10016PCRELIGIOUS, COMMUNITYAND EDUCATIONALACTIVITIES$1,000
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158PCEDUACTION AND COMBATDISCRIMINATION$500
UJA FEDERATION OF NEW YORK
130 EAST 59TH STREETNEW YORKNY10022PCRELIGIOUS, COMMUNITYAND EDUCATIONALACTIVITIES$10,000
UNIVERSITY OF MASSACHUSETTS
388 NORTH PLEASANT STREETAMHERSTMA01002PCRELIGIOUS, COMMUNITYAND EDUCATIONALACTIVITIES$1,000
AJC GLOBAL JEWISH ADVOCACY
165 EAST 56 STREETNEW YORKNY10022PCRELIGIOUS, COMMUNITYAND EDUCATIONALACTIVITIES$10,000
STUDENT ADVOCACY
3 WEST MAIN STREET SUITE 212NEW YORKNY10523PCADVOCATE FORSTUDENT RIGHTS$250
CORNELL UNIVERSITY
130 E SENECA STREET SUITE 400ITHACANY14850PCUNIVERSITY EDUCATIONPROGRAMS$10,000
CONVERGENCE CENTER FOR POLICY RESOLUTION
1133 19TH STREET NW SUITE 410WASHINGTONDC20036PCSOCIAL AND POLITICALAWARENESS PROGRAMS$250
UNIVERSITY OF PENNSYLVANIA
2929 WALNUT STREET SUITE 300PHILADELPHIAPA19104PCLAW SCHOOL PROGRAMSAND SCHOLARSHIPS$2,500
THE NATIONAL MS SOCIETY
733 3RD AVENUENEW YORKNY10017PCRESEARCH AND ASSITANCEPROGRAMS FOR MULTIPLE SCLEROSIS$250
BROOKLYN LAW SCHOOL
250 JORALEMON STBROOKLYNNY11201PCLAW SCHOOL PROGRAMSAND SCHOLARSHIPS$500
THE SMART RIDE
1314 E LAS OLAS BLVD STE 302FORT LAUDERDALEFL33301PCRESEARCH AND ASSISTANCEPROGRAMS FOR AIDS/HIV$500
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105PCRESEARCH AND ASSISTANCEPROGRAMS FOR CHILDREN$500
CORNELL UNIVERSITY
130 E SENECA STREET SUITE 400ITHACANY14850PCUNIVERSITY EDUCATIONPROGRAMSACTIVITIES$1,000
UNIVERSITY OF MASSACHUSETTS
388 NORTH PLEASANT STREETAMHERSTMA01002PCRELIGIOUS, COMMUNITYAND EDUCATIONALACTIVITIES$5,000
US HOLOCAUST MUSEUM
100 RAOUL WALLENBERG PLWASHINGTONDC20024PCRELIGIOUS, COMMUNITYAND EDUCATIONALACTIVITIES$500
THE JEWISH MUSEUM
1109 FIFTH AVENUENEW YORKNY10128PCRELIGIOUS, COMMUNITYAND EDUCATIONALACTIVITIES$500
UJA FEDERATION OF NEW YORK
130 EAST 59TH STREETNEW YORKNY10022PCRELIGIOUS, COMMUNITYAND EDUCATIONALACTIVITIES$5,000
WESTCHESTER JEWISH COMMUNITY SERVICES
845 NORTH BROADWAYWHITE PLAINSNY10603PCRELIGIOUS, COMMUNITYAND EDUCATIONALACTIVITIES$1,000
STUDENT ASSISTANCE SERVICES CORPORATION
660 WHITE PLAINS ROADTARRYTOWNNY10591PCCOMBAT SUBSTANCEABUSE, BULLYING ANDPROVIDE MENTAL HEALTH SERVICES$5,000
UNIVERSITY OF PENNSYLVANIA
2929 WALNUT STREET SUITE 300PHILADELPHIAPA19104PCLAW SCHOOL PROGRAMSAND SCHOLARSHIPS$2,500
SANCTUARY FOR FAMILIES
80 CENTRE STREETNEW YORKNY10013PCREBUILD LIVES IN THEAFTERMATH OF ABUSE$500
UJA FEDERATION OF NEW YORK
130 EAST 59TH STREETNEW YORKNY10022PCRELIGIOUS, COMMUNITYAND EDUCATIONALACTIVITIES$4,000
JERICHO PROJECT
245 WEST 29TH STREET SUITE 902NEW YORKNY10001PCCOMMUNITY SUPPORTIVESERVICES$500
(no name)
PC$0
(no name)
PC$0
(no name)
PC$0
(no name)
PC$0
(no name)
PC$0
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$87,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$66,003ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$31,825ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$97,828ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$97,828TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line NumberN/ALineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSANDER B AND CAROL FEIN ROSSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1240 EAST 47TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172136ZIPCd
FieldValueIRS element (for citing)
Total Contributions$48,603TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1800 SHARES EV TAX AD (EVT)$20,5562020-01-13
11100 SHARES ALLIANCE DIV (NFJ)$14,5972020-02-05
11000 SHARES DIVIDEND AND INC (DNI)$13,4502020-02-20

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBERDON LLP TAX PREPARATIONCategoryTxt
Amt$4,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,200DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescGross Sales PriceGrossSalesPriceAmtBasis MethodBasisMethodTxtSales ExpenseSalesExpenseAmtTotal NetTotalNetAmt
PUBLICLY TRADED SECURITIES$205,962Cost$203,837$2,125
PUBLICLY TRADED SECURITIES$203,598Cost$179,755$23,843
CAPITAL GAINS DIVIDENDS$210$210
CAPITAL GAINS DIVIDENDS$5,647$5,647

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
8909 AT&T INC$64,251$256,223
1100 ALLIANZGI DV INTRST$10,901$14,806
2100 ARES CAPITAL CORP$34,462$35,469
3800 ARES DYNAMIC CREDIT ALLO$58,596$54,302
2000 BLACKROCK ENHCD CAPITL A$21,843$34,800
3200 BLACKROCK MULTI SECTOR 1$53,365$56,128
1500 CENTRAL SECURITIES CF$33,626$48,960
500 CINCINNATI BE 6.75% PFD$14,847$24,791
350 CITIGROUP INC$17,559$21,581
2900 CLOUGH GLOBAL OPPORTUNIT$30,334$32,219
600 COHEN AND TEERS INFRAST$12,765$15,492
450 DELTA AIR LINES INC DEL$4,276$18,095
600 EATON VANCE FLOATING RAT$7,892$7,896
1200 EATON VANCE LIMITED DURA$14,474$15,036
800 EATONVANCE TAX ADVANTAG$14,858$18,920
2000 HIGHLAND GLOB ALLO NAV C$22,831$13,060
1404 INTEL CORP$27,209$69,947
3300 KKR INCOME OPPORTUNITIES$53,397$47,619
1900 PENNANTPARK CAP LTD$21,764$20,007
2000 PIMCO DYNMC CRDT AND MRT$44,162$42,400
500 TOMPKINS FINL$21,761$35,300
400 WALT DISNEY CO$8,782$72,472
1050 SPDR S&P EFT$348,551$392,574
900 EAGLE POINT C 6.6875% PFD$22,554$22,482
600 OFS CR INC 6.875% PFD$14,532$14,892
700 PROSPECT CAPIT 6.875 PFD$17,326$18,088

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT TO LOWER COST BASIS TO CORRECT PRIOR OVERSTATEMENTDesc
Amt$264,871Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEE FOR NY CHAR 500Desc
Revenue And Expenses Per Books$250RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
NON DIVIDEND DISTRIBUTIONS$9,949
TAX EXEMPT DIVIDENDS$555

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX ON INVESTMENT INCOMECategoryTxt
Amt$2,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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