SPEKTOR FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SPEKTOR FAMILY FOUNDATION INC (EIN 13-6277982)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-17
- IRS object ID
- 202131379349102028
- 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
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T15:08:09-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341883473 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1065 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136277982 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPEKTOR FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPEK | BusinessNameControlTxt |
| Phone | 2127905700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO CBIZ 1065 AVE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIRA SPEKTOR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2127905700 | PhoneNum |
| Signature | 2021-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN E GOLDEN | PreparerPersonNm |
| PTIN | P01086178 | PTIN |
| Phone | 2127905700 | 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 | $2,176,555 | 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 | $92,145 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $92,145 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,922 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,922 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,403 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $805,142 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $112,664 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $115,067 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $943 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $578 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $570 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,521 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $570 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $156,575 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $156,575 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $158,096 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $157,145 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$45,432 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $115,046 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $156,156 | CashBOYAmt |
| Cash EOY | $84,652 | CashEOYAmt |
| Cash EOYFMV | $84,652 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,412 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,947 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,947 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,121,006 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,079,956 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,079,956 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,278,574 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,176,555 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,176,555 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,278,574 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,176,555 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,278,574 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,176,555 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,278,574 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,176,555 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,278,574 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$45,432 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,233,142 | SubtotalAmt |
| Other Decreases | $56,587 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,176,555 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 25,000 DENVER CO PUB SCHS CTF | P | 2019-08-23 | 2019-12-17 | $27,708 | $29,409 | -$1,701 | -$1,701 |
| 20,000 MT HOLLY TWP NJ | P | 2019-09-09 | 2019-12-17 | $21,728 | $22,699 | -$971 | -$971 |
| 25,000 MOON AREA SCH DIST PA | P | 2012-12-05 | 2019-12-17 | $25,530 | $25,437 | $93 | $93 |
| 100,000 CHARLEROI PA AREA SCH DIST | P | 2011-10-17 | 2019-11-15 | $100,000 | $100,000 | $0 | $0 |
| 75,000 FLORIDA ST BRD ED PUB | P | 2011-07-20 | 2019-08-14 | $75,000 | $75,000 | $0 | $0 |
| 55,000 KANSAS ST DEV FIN AUTH | P | 2011-08-19 | 2019-09-19 | $55,000 | $55,000 | $0 | $0 |
| 10,000 KANSAS ST DEV FIN AUTH | P | 2011-08-26 | 2019-11-01 | $10,000 | $10,000 | $0 | $0 |
| 10,000 OMAHA NE SPL TAX REV | P | 2015-04-27 | 2019-10-15 | $10,000 | $10,000 | $0 | $0 |
| 50,000 ORLANDO FL CAP IMPT SPL REV | P | 2011-08-18 | 2019-10-02 | $50,000 | $50,000 | $0 | $0 |
| 10,000 PITTSBURGH PA SCH DIST SER | P | 2012-12-04 | 2019-09-03 | $10,000 | $10,000 | $0 | $0 |
| 40,000 PITTSBURGH PA SCH DIST SER | P | 2011-09-19 | 2019-09-03 | $40,000 | $40,000 | $0 | $0 |
| 55,000 UNIVERSITY AL GENL REV SER | P | 2011-08-19 | 2019-10-21 | $55,000 | $55,000 | $0 | $0 |
| 25,000 WASHINGTON ST UNIV REV TR | P | 2011-08-22 | 2019-10-01 | $25,000 | $25,000 | $0 | $0 |
| 10,000 BOISE ST UNIV ID REV SER | P | 2019-10-30 | 2020-04-02 | $10,000 | $10,000 | $0 | $0 |
| 35,000 COLORADO ST BLDG | P | 2011-08-26 | 2020-03-16 | $35,000 | $35,000 | $0 | $0 |
| 25,000 IRVING TX INDPT SCH DIST BLDG | P | 2011-12-02 | 2020-02-18 | $25,000 | $25,000 | $0 | $0 |
| 85,000 NY NY SUBSER G1 | P | 2011-08-10 | 2020-03-26 | $85,000 | $85,000 | $0 | $0 |
| 10,000 PENN HILLS PA SCH DIST | P | 2011-09-28 | 2020-02-25 | $10,000 | $10,000 | $0 | $0 |
| 20,000 PA ST 2ND SER B | P | 2012-12-13 | 2020-05-01 | $20,000 | $20,000 | $0 | $0 |
| 15,000 ST LOUIS MO INDL DEV AUTH | P | 2011-07-14 | 2020-03-16 | $15,000 | $15,000 | $0 | $0 |
| 20,000 SCOTT CNTY MN TXBL | P | 2012-01-05 | 2020-02-03 | $20,000 | $20,000 | $0 | $0 |
| 35,000 UNIVERSITY CINCINNATI OH | P | 2015-03-20 | 2020-06-01 | $35,000 | $35,000 | $0 | $0 |
| 45,000 VANPORT TWP PA MUN AUTH | P | 2011-10-17 | 2020-04-01 | $45,000 | $45,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $176 | $176 | $176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,403 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $291,598 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,345,451 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.124325 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $232,848 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,550,339 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.091301 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $306,668 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,733,637 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.112183 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $255,574 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,896,135 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.088247 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $236,980 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,087,162 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.076763 | DistributionYr5Rt |
| Total Distribution | 0.492819 | TotalDistributionRt |
| Average Distribution | 0.098564 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,186,662 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $215,526 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,150 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $216,676 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $157,145 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,301 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,301 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,301 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,240 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,740 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $11 | EsPenaltyAmt |
| Overpayment | $2,428 | OverpaymentAmt |
| Applied To ES Tax | $2,428 | 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 | MIRA J SPEKTOR | IndividualWithBooksNm |
| Phone | 2127905700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CBIZ 1065 AVE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MIRA SPEKTOR | ||||||||
| 262 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ALEXANDER SPEKTOR | ||||||||
| 20 PELICAN DRIVE | FT LAUDERDALE | FL | 33301 | OFFICER | 1.00 | $0 | $0 | $0 |
| CHARLINE SPEKTOR | ||||||||
| 30 FIFTH AVENUE APT 11F | NEW YORK | NY | 10011 | OFFICER | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,097,766 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $122,195 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,219,961 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,219,961 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,299 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,186,662 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $109,333 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $109,333 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,301 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,301 | TotalTaxAmt |
| Distributable Before Adj | $107,032 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $107,032 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $107,032 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $157,145 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $157,145 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $157,145 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $107,032 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $238,427 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $256,900 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $307,950 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $107,845 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $176,729 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,087,851 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $157,145 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $107,032 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $50,113 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,137,964 | 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 | $238,427 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $899,537 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $256,900 | ExcessFromYear4Amt |
| Excess From Year3 | $307,950 | ExcessFromYear3Amt |
| Excess From Year2 | $107,845 | ExcessFromYear2Amt |
| Excess From Year1 | $176,729 | ExcessFromYear1Amt |
| Excess From Current Year | $50,113 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MIRA SPEKTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 1065 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2127905700 | RecipientPhoneNum |
| Form And Info And Materials | BY LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN JEWISH COMMITTEE | ||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | 501(C)(3) | CHARITY | $10,000 |
| BARCS (BALTIMORE ANIMAL RESCUE AND CARE SHELTER) | ||||||
| 301 STOCKHOLM STREET | BALTIMORE | MD | 21230 | 501(C)(3) | CHARITY | $5,000 |
| GAINESVILLE YOUTH CHORUS | ||||||
| 2233 NW 41ST ST 200E | GAINESVILLE | FL | 32606 | 501(C)(3) | SUPPORT OF ARTS | $2,500 |
| GOLDEN FLEECE THEATRE CO LTD | ||||||
| 70A GREENWICH AVENUE | NEW YORK | NY | 10011 | 501(C)(3) | CHARITY | $4,000 |
| HOOF HAND PAW CONNECTION INC | ||||||
| 1933 NE 164TH ST | N MIAMI BEACH | FL | 33162 | 501(C)(3) | CHARITY | $30,000 |
| LONG ISLAND CARES INC | ||||||
| 10 DAVIDS DRIVE | HAUPPAUGE | NY | 11788 | 501(C)(3) | CHARITY | $2,000 |
| MOUNT SINAI HOSPITAL | ||||||
| 16 E 16TH STREET | NEW YORK | NY | 10003 | 501(C)(3) | CHARITY | $325 |
| MUSEUM OF MODERN ART | ||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | 501(C)(3) | CHARITY | $5,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| 733 THIRD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | 501(C)(3) | CHARITY | $500 |
| NEW YORK WOMEN COMPOSERS INC | ||||||
| 34-40 79TH STREET 5E | JACKSON HEIGHTS | NY | 11372 | 501(C)(3) | CHARITY | $1,000 |
| OPERA AMERICA | ||||||
| 330 7TH AVENUE 7TH FLOOR | NEW YORK | NY | 10001 | 501(C)(3) | SUPPORT OF ARTS | $5,000 |
| PS3SCC (THE CHARRETTE SCHOOL) | ||||||
| 490 HUDSON STREET | NEW YORK | NY | 10014 | 501(C)(3) | CHARITY | $20,000 |
| SARAH LAWRENCE COLLEGE | ||||||
| 1 MED WAY | BRONXVILLE | NY | 10708 | 501(C)(3) | EDUCATIONAL PROGRAMS | $15,000 |
| SIGNATURE THEATRE | ||||||
| 480 WEST 42ND ST | NEW YORK | NY | 10036 | 501(C)(3) | SUPPORT OF ARTS | $1,000 |
| SILVER LAKE PRODUCTIONS | ||||||
| 69 LAKEVIEW AVENUE | BELLINGHAM | MA | 02019 | 501(C)(3) | CHARITY | $5,000 |
| SOUTHERN VERMONT DANCE FESTIVAL | ||||||
| PO BOX 68 | WILLIAMSVILLE | VT | 05362 | 501(C)(3) | CHARITY | $4,000 |
| SPRINGS FOOD PANTRY | ||||||
| 5 OLD STONE HIGHWAY | EAST HAMPTON | NY | 11937 | 501(C)(3) | COMMUNITY SERVICES | $2,500 |
| THE METROPOLITAN OPERA | ||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | 501(C)(3) | SUPPORT OF ARTS | $3,750 |
| THE WESTCHESTER JEWISH COUNCIL | ||||||
| 701 WESTCHESTER AVE SUITE 203E | WHITE PLAINS | NY | 10604 | 501(C)(3) | COMMUNITY SERVICES | $10,000 |
| WNET NEW YORK PUBLIC MEDIA | ||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | 501(C)(3) | CHARITY | $5,000 |
| WQXR | ||||||
| 122 5TH AVENUE | NEW YORK | NY | 10011 | 501(C)(3) | SUPPORT OF ARTS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $156,575 | 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 | $92,145 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,922 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,403 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $112,664 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $112,664 | 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 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SPEKTOR FAMILY FOUNDATION INC 13-6277982 262 CENTRAL PARK WEST NO. 14E NEW YORK, NY 10024-3512PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. SIGNED:_______________________________ DATE ______________ _______________________________ NAME AND TITLE | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | STIFEL, NICOLAUS | BondNm |
| EOY Book Value | $2,079,956 | EOYBookValueAmt |
| EOYFMV | $2,079,956 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | AXA FUND | StockNm |
| EOY Book Value | $1,947 | EOYBookValueAmt |
| EOYFMV | $1,947 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAINTING | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $10,000 | EOYBookValueAmt |
| EOYFMV | $10,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN (LOSS) | Desc |
| Amt | $56,587 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $8 | $8 | $0 |
| FILING FEES | $570 | $0 | $570 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $13 | $13 | $0 |
| FEDERAL TAX | $930 | $0 | $0 |
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