THEODORE AND RENEE WEILER FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THEODORE AND RENEE WEILER FOUNDATION INC (EIN 13-6181441)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-06
- IRS object ID
- 202132189349100903
- Schema version
- 2020v4.0
- 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
- Compensation Explanation
- Contractor Compensation Expln
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-06T12:44:18-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113041037 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KANDEL & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 Jericho Turnpike Suite 206E | AddressLine1Txt |
| City | Syosset | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11791 | 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 | 136181441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Theodore & Renee Weiler Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THEO | BusinessNameControlTxt |
| Phone | 9172826135 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 Jericho Turnpike | AddressLine1Txt |
| City | Syosset | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11791 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard Kandel | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2021-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Richard | PersonFirstNm |
| Person Last | Kandel | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard Kandel | PreparerPersonNm |
| PTIN | P00167249 | PTIN |
| Phone | 9172826135 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $5,937,994 | 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 | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $119,058 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $119,058 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$890,443 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,101,223 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$771,373 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $119,070 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $42,204 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,204 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $929 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,053 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,499 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $85,186 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,204 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,499 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $334,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $334,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $419,686 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,204 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $365,999 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,191,059 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,866 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $115,182 | CashBOYAmt |
| Cash EOY | $55,328 | CashEOYAmt |
| Cash EOYFMV | $55,328 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $709,211 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $471,098 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $471,098 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,867 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,938 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,938 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $5,163,842 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,271,679 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,406,630 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,994,102 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,803,043 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,937,994 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,994,102 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,803,043 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,994,102 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,803,043 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,994,102 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,803,043 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,994,102 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,191,059 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,803,043 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,803,043 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| Petrobras Corp-Settlement | P | $16,265 | $16,265 | $16,265 | |
| Publicly Traded Securities-UBS | P | $500,137 | -$34,320 | -$34,320 | $534,457 |
| Publicly Traded Securities-Neuberger | P | $1,386,493 | $237,164 | $237,164 | $1,149,329 |
| Publicly Traded Securities-M/S | P | $175,392 | -$128,665 | -$128,665 | $304,057 |
| Publicly Traded Securities-Nat'l Sec | P | $22,936 | -$980,887 | -$980,887 | $1,003,823 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$890,443 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$890,443 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $929 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $929 | SubtotalAmt |
| Tax Based On Investment Income | $929 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,867 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,867 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,938 | OverpaymentAmt |
| Applied To ES Tax | $4,938 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard Kandel | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9172826135 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 Jericho Turnpike-Ste 206E | AddressLine1Txt |
| City | Syosset | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11791 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| Richard Kandel | ||||||
| 15 W 53rd Street | New York | NY | 10019 | Treas.-Mgr. Dir | 4.00 | $40,000 |
| Alan Safir | ||||||
| 473 Mariner Drive | Jupiter | FL | 33477 | Pres.-Director | 1.00 | $0 |
| Jonathan J Kandel | ||||||
| 15 W 53rd Street | New York | NY | 10019 | Vice President | 0.00 | $0 |
| Joan Safir | ||||||
| 473 Mariner Drive | Jupiter | FL | 33477 | Vice President | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Neuberger Berman BD LLC | |||||
| 1290 Ave of the Americas | New York | NY | 10104 | Investment Advisory | $21,468 |
| UBS Financial Services | |||||
| 1285 Ave of the Americas | New York | NY | 10019 | Investment Advisory | $20,736 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,097,201 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $93,024 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,190,225 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,190,225 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,853 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,112,372 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $255,619 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $255,619 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $929 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $929 | TotalTaxAmt |
| Distributable Before Adj | $254,690 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $254,690 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $254,690 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $365,999 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $365,999 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $365,999 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $254,690 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $355,197 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $328,915 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $243,454 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $268,568 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $200,854 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,396,988 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $365,999 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $254,690 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $111,309 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,508,297 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $355,197 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,153,100 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $328,915 | ExcessFromYear4Amt |
| Excess From Year3 | $243,454 | ExcessFromYear3Amt |
| Excess From Year2 | $268,568 | ExcessFromYear2Amt |
| Excess From Year1 | $200,854 | ExcessFromYear1Amt |
| Excess From Current Year | $111,309 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Actors Fund of America | |||||||
| 729 7th Avenue | New York | NY | 10011 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| American Friends of the Israel Muse | |||||||
| 500 5th Avenue-Ste 2540 | New York | NY | 10110 | N/A | PC | General & Capital Purposes, unless noted | $30,000 |
| American Friends Israel Philharmoni | |||||||
| 122 East 42nd Street | New York | NY | 10168 | N/A | PC | General & Capital Purposes, unless noted | $1,500 |
| American Museum of Natural History | |||||||
| Central Park West | New York | NY | 10024 | N/A | PC | General & Capital Purposes, unless noted | $2,000 |
| Breast Cancer Research Foundation | |||||||
| 60 East 56th Street | New York | NY | 10022 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Crohn's Colitis Foundation | |||||||
| 3010 Westchester Ave-Ste106 | Purchase | NY | 10577 | N/A | PC | General & Capital Purposes, unless noted | $3,500 |
| Dancers Group Studio Theater | |||||||
| 44 Gough Street | San Francisco | CA | 94103 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Federal Drugs Agent Foundation | |||||||
| 400 Jericho Turnpike - 2nd Floor | Jericho | NY | 11753 | N/A | PC | General & Capital Purposes, unless noted | $15,000 |
| Film Society Lincoln Center | |||||||
| 70 Lincoln Center Plaza | New York | NY | 10023 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Jacob Burns Film Center | |||||||
| 405 Manville Road | Pleasantville | NY | 10570 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Katonah Museum of Art | |||||||
| 134 Jay Street | Katonah | NY | 10536 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Lee David Pesky Center for Learning | |||||||
| 3324 Elder Street | Boise | ID | 83705 | N/A | PC | General & Capital Purposes, unless noted | $1,500 |
| Lincoln Center Theater | |||||||
| 150 West 65th Street | New York | NY | 10023 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Maltz Jupiter Theater | |||||||
| 1001 E Indiantown Rd | Jupiter | FL | 33477 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Metropolitan Museum of Art | |||||||
| 1000 5th Avenue | New York | NY | 10028 | N/A | PC | General & Capital Purposes, unless noted | $1,500 |
| New York City Ballet | |||||||
| 20 Lincoln Center Plaza | New York | NY | 10023 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Norton Museum of Art | |||||||
| 1451 S Olive Ave | W Palm Beach | FL | 33401 | N/A | PC | General & Capital Purposes, unless noted | $37,500 |
| Pave the Way Foundation | |||||||
| 395 Twin Lane South | Wantagh | NY | 11793 | N/A | PC | General & Capital Purposes, unless noted | $41,000 |
| Raymond F Kravis Center Performing | |||||||
| 701 Okeechobee Blvd | W Palm Beach | FL | 33401 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| United Way-York County | |||||||
| 800 East King Street | York | PA | 17405 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| White Plains Hospital Center | |||||||
| Davis Avenue | White Plains | NY | 10601 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Hewlett-East Rockaway Jewish Center | |||||||
| 295 Main Street | East Rockaway | NY | 11518 | N/A | PC | General & Capital Purposes, unless noted | $4,000 |
| Jupiter Medical Center Foundation | |||||||
| 1210 S Old Dixie Hwy | Jupiter | FL | 33458 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Blythedale Children's Hospital | |||||||
| 95 Bradhurst Avenue | Valhalla | NY | 10595 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Central Park Conservancy | |||||||
| 14 East 60th Street | New York | NY | 10022 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| American Friends of Magen David Ado | |||||||
| 352 Seventh Ave-400 | New York | NY | 10001 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Friends of Ir David | |||||||
| 575 Lexington Avenue-4th Fl | New York | NY | 10022 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Association of Israel Decorative Ar | |||||||
| 100 Worth Ave 713 | Palm Beach | FL | 33480 | N/A | PC | General & Capital Purposes, unless noted | $1,500 |
| St Francis Food Pantries Shelter | |||||||
| 450 7th Avenue | New York | NY | 10123 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Admiral's Cove Cares Charitable Fdn | |||||||
| 200 Admirals Cove Blvd | Jupiter | FL | 33477 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Berkshire Farm Ctr Services for You | |||||||
| 13640 Route 22 | Canaan | NY | 12029 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Jewish Institute Nat'l Security Aff | |||||||
| 1307 New York Ave NW | Washington | DC | 20005 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Wildlife Conservation Society | |||||||
| 2300 Southern Blvd | Bronx | NY | 10460 | N/A | PC | General & Capital Purposes, unless noted | $1,500 |
| Central Synagogue | |||||||
| 652 Lexington Ave | New York | NY | 10022 | N/A | PC | General & Capital Purposes, unless noted | $7,500 |
| City Squash | |||||||
| PO Box 619-Fordham Station | New York | NY | 10458 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| NYU Langone Medical Center | |||||||
| One Park Avenue-17th FL | New York | NY | 10016 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Women to Women-Mt Sinai | |||||||
| One Gustave Levy PL-Box 1252 | New York | NY | 10029 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Museum of Modern Art | |||||||
| 11 W 53rd Street | New York | NY | 10019 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| New York State Troopers PBA | |||||||
| 120 State Street | Albany | NY | 12207 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Westchester Jewish Community Servic | |||||||
| 845 North Broadway | White Plains | NY | 10603 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Centurion Foundation | |||||||
| 45 Broadway -Ste 2440 | New York | NY | 10006 | N/A | PC | General & Capital Purposes, unless noted | $12,500 |
| Layayette College | |||||||
| Box 3000 | Eaton | PA | 18042 | N/A | PC | General & Capital Purposes, unless noted | $2,000 |
| Morselife Foundation | |||||||
| 4847 Fred Cladstone Drive | W Palm Beach | FL | 33417 | N/A | PC | General & Capital Purposes, unless noted | $3,000 |
| New York State Troopers Foundation | |||||||
| 3 Airport Park Blvd | Latham | NY | 12110 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Palm Beach Zoo Conservation Society | |||||||
| 1301 Summit Blvd | Palm Beach | FL | 33405 | N/A | PC | General & Capital Purposes, unless noted | $1,500 |
| FAU Foundation LLS-Jupiter | |||||||
| 5353 Parkside Drive | Jupiter | FL | 33458 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Hearing the Ovarian Cancer Whisper | |||||||
| 360 Cypress Drive 4 | Jupiter | FL | 33469 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Denizen Theater Inc | |||||||
| 10 Main Street- 501 | New Paltz | NY | 12561 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Northwell Health Foundation | |||||||
| 2000 Marcus Ave | New Hyde park | NY | 11042 | N/A | PC | General & Capital Purposes, unless noted | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $334,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $119,058 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$890,443 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$771,373 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$771,373 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard Kandel | PersonNm |
| Short Explanation | Kandel & Company Management Services$30,000Kandel & CompanyAccounting and Tax Preparation$10,000 | ShortExplanationTxt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| ExplanationExplanationTxt |
|---|
| Neuberger Berman BD LLC |
| Broker Dealer in Securities- Investment Advisory |
| UBS Financial Services |
| Broker Dealer in Securities- Investment Advisory |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (116 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Apple Inc | $29,215 | $199,035 |
| Chesapeake Energy | ||
| Seventy Seven Energy Inc | ||
| Seventy Seven Energy Inc | ||
| BP PLC ADR | ||
| Chesapeake Energy | ||
| Con Edison Co | $25,462 | $28,908 |
| Gilead Sciences Inc | $54,822 | $34,956 |
| Glaxosmithkline PLC ADR | $40,825 | $36,800 |
| IBM Corp | $59,657 | $50,352 |
| Petroleo Brasileiro SA-A | $105,903 | $331,800 |
| Rolls Royce Holdings PLC ADR | ||
| Twitter Inc | $25,910 | $54,150 |
| Vodafone Group ADR | ||
| American Express Co | ||
| Allergan PLC | ||
| Alphabet Inc | $70,589 | $175,264 |
| Alphabet Inc | $31,083 | $70,075 |
| Air Products & Chem | $79,230 | $109,288 |
| Analog Devices Inc | $56,051 | $103,411 |
| Apple Inc | $24,853 | $119,421 |
| Boston Scientific Corp | $79,012 | $107,850 |
| Costco Wholesale Corp | $14,722 | $37,678 |
| Facebook Inc | $17,345 | $40,974 |
| General Electric Co | ||
| Grace WR | ||
| Hubbell Inc | ||
| IBM Corp | $68,354 | $62,940 |
| McDonalds Corp | $22,239 | $42,916 |
| Microsoft Corp | $40,261 | $155,694 |
| Mondelez Int'l Inc | $32,965 | $46,776 |
| Nestle SA ADR | ||
| Pfizer Inc | ||
| Raytheon Co | $31,254 | $35,755 |
| Stryker Corp | $16,628 | $36,756 |
| Visa inc | $23,451 | $65,619 |
| Alexion Pharm Inc | $63,339 | $93,744 |
| Corning Inc | $15,624 | $25,200 |
| JP Morgan Chase | $105,523 | $152,484 |
| Nisource Inc | ||
| US Bancorp | ||
| Berkshire Hathaway Inc | ||
| Verizon Communications | $23,813 | $29,375 |
| General Mills | ||
| Macy's Inc | $83,922 | $56,250 |
| Macy's Inc | $945,436 | $562,500 |
| Alaska Air Group Inc | ||
| Facebook Inc | $32,129 | $54,632 |
| Home Depot | $47,556 | $66,405 |
| Phillip Morris Int'l Inc | $89,769 | $89,827 |
| Simon Property Group Inc | ||
| Walgreens Boot Alliance Inc | $110,808 | $63,808 |
| SPDR Gold Shrs ETF | $43,856 | $71,344 |
| Alibaba Group PLC | ||
| Ametek Inc | $34,615 | $48,376 |
| Ashland Global Hldgs | $59,822 | $63,360 |
| ASML Holding NV | $12,030 | $36,579 |
| AT & T | $32,240 | $28,760 |
| Berkshire Hathaway Inc | ||
| Boeing Company | ||
| Disney, Walt Co | $68,798 | $90,590 |
| General Dynamics Co | $17,333 | $14,882 |
| Humana Inc | $26,595 | $41,027 |
| ICU Med Inc | $62,303 | $75,072 |
| L3 harris Technologies Inc | $52,452 | $56,706 |
| Lockheed Martin | $30,686 | $35,498 |
| Match Group Inc | ||
| Motorola Solutions Inc | ||
| Pioneer Natural Resources | ||
| Tencent Holdings Ltd | ||
| Union Pacific | $33,315 | $41,644 |
| United Health Group Inc | $24,521 | $35,068 |
| Zimmer Biomet Hldgs | ||
| First Trust Nasdaq Cyber ETF | ||
| Abbvie Inc | $69,660 | $92,149 |
| SPDR Gold Shares ETF | $32,415 | $35,672 |
| Abbott Labs | $31,610 | $43,796 |
| Abbvie Inc | $36,467 | $46,396 |
| Amazon.Com | $48,829 | $84,680 |
| Amazon.Com | $29,939 | $32,569 |
| American0 Tower Corp | $24,932 | $22,446 |
| Bank of America Corp | $99,377 | $121,240 |
| Bristol Myers Squibb Co | $50,847 | $49,624 |
| Citrix Systems Inc | $22,397 | $19,515 |
| Coca Cola | $38,772 | $43,872 |
| Cooper Cos Inc | $41,555 | $54,498 |
| Crispr Therapeutics | $18,785 | $30,622 |
| Danaher Corp | $25,557 | $44,428 |
| Danaher Corp | $22,262 | $22,214 |
| Docusign Inc | $22,483 | $22,230 |
| Entergy Corp | $29,986 | $29,952 |
| First Solar Inc | $13,945 | $24,730 |
| Fiserv Inc | $60,104 | $68,316 |
| Freeport McMoran Inc | $17,138 | $18,214 |
| Illumina Inc | $27,892 | $37,000 |
| LAM Research Corp | $12,256 | $23,614 |
| Nexterra Energy Inc | $16,932 | $24,688 |
| Norfolk Southern Corp | $21,026 | $23,761 |
| Novocure Ltd | $33,524 | $34,608 |
| Nvidia Corp | $39,427 | $52,220 |
| Oreilly Automotive Inc | $40,288 | $45,257 |
| Palo Alto Networks Inc | $25,524 | $35,539 |
| PPG Industries | $39,838 | $57,688 |
| Procter & Gamble Co | $31,866 | $41,742 |
| Qualcomm Inc | $16,067 | $30,468 |
| Quest Diagnostics Inc | $21,472 | $23,834 |
| Regeneron Pharmaceuticals Inc | $24,824 | $24,155 |
| Roche Holdings Ltd | $17,986 | $17,536 |
| Rockwell Automation | $24,718 | $25,081 |
| Siemans AG ADR | $21,847 | $21,537 |
| Skyworks Solutions Inc | $28,380 | $30,576 |
| Starbucks Corp | $22,577 | $32,094 |
| Teladoc Health Inc | $33,936 | $39,992 |
| Tesla Inc | $23,164 | $52,925 |
| Virgin Galactic Holding Inc | $25,359 | $23,730 |
| Visa Inc | $19,400 | $21,873 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Bank & Wire Fees | $554 | |
| Filing Fee | $250 | $250 |
| Public Notice | $160 | $160 |
| Publication | $1,089 | $1,089 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment & Custody Fees | CategoryTxt |
| Amt | $42,204 | Amt |
| Net Investment Income | $42,204 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax -2020 | CategoryTxt |
| Amt | $929 | Amt |