BANDIER FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BANDIER FAMILY FOUNDATION INC (EIN 13-3803092)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-10-08
- IRS object ID
- 202132819349100613
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-08T16:47:32-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133803092 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BANDIER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAND | BusinessNameControlTxt |
| Phone | 2126399790 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GIN LANE PO BOX 2190 | AddressLine1Txt |
| City | SOUTHAMPTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11968 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN BANDIER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126399790 | PhoneNum |
| Signature | 2021-10-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN LOMASKY | PreparerPersonNm |
| PTIN | P01394347 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2021-10-08 | PreparationDt |
| 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 | $1,243,426 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,014,581 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $79 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $79 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,339 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,339 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$47,521 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $283,091 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $102,486 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $968,484 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $103,904 | 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 | $1 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,850 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,850 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,851 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,850 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $295,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $295,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $297,451 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $297,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $671,033 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $103,904 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $96,859 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $83,923 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $83,923 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $683,969 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,159,503 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $96,859 | TotalAssetsBOYAmt |
| Total Assets EOY | $767,892 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,243,426 | 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 | $96,859 | RetainedEarningBOYAmt |
| Retained Earning EOY | $767,892 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $96,859 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $767,892 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $96,859 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $767,892 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $96,859 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $671,033 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $767,892 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $767,892 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1 SH AMAZON INC. | P | 2017-09-08 | 2020-02-28 | $1,845 | $974 | $871 | $871 |
| 6 SHS AMAZON INC. | P | 2017-09-08 | 2020-02-28 | $11,098 | $5,845 | $5,253 | $5,253 |
| 48 SHS AMAZON INC. | P | 2017-09-08 | 2020-02-28 | $88,099 | $46,757 | $41,342 | $41,342 |
| 256 SHS ISHARES RUSSELL 1000 VALUE | P | 2012-08-06 | 2020-05-22 | $27,957 | $17,878 | $10,079 | $10,079 |
| 586 SHS ISHARES RUSSELL 1000 VALUE | P | 2013-08-08 | 2020-05-22 | $63,996 | $51,536 | $12,460 | $12,460 |
| 825 SHS ISHARES RUSSELL 1000 VALUE | P | 2012-08-06 | 2020-05-22 | $90,096 | $57,615 | $32,481 | $32,481 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $102,486 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $121,900 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $99,662 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.223134 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $133,354 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $93,798 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.421715 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $103,920 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $93,781 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.108114 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $124,346 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $51,415 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.418477 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $138,230 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $56,132 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.462588 | DistributionYr5Rt |
| Total Distribution | 8.634028 | TotalDistributionRt |
| Average Distribution | 1.726806 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,105,900 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,909,675 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,039 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,910,714 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $297,450 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,078 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,078 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,078 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $1 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,077 | TaxDueAmt |
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 | MARTIN BANDIER | IndividualWithBooksNm |
| Phone | 2126399790 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GIN LANE PO BOX 2190 | AddressLine1Txt |
| City | SOUTHAMPTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11969 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MARTIN BANDIER | ||||||||
| PO BOX 2190 | SOUTHAMPTON | NY | 11969 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| DOROTHY BANDIER | ||||||||
| PO BOX 2190 | SOUTHAMPTON | NY | 11969 | SECRETARY/TREASURER/DIRECTOR | 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 | $1,008,483 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $114,258 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,122,741 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,122,741 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,841 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,105,900 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,295 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,295 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,078 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,078 | TotalTaxAmt |
| Distributable Before Adj | $53,217 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $53,217 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $53,217 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $297,450 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $297,450 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $297,450 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,217 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $135,423 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $121,775 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $99,232 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $128,666 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $116,920 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $602,016 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $297,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $53,217 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $244,233 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $846,249 | 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 | $135,423 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $710,826 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $121,775 | ExcessFromYear4Amt |
| Excess From Year3 | $99,232 | ExcessFromYear3Amt |
| Excess From Year2 | $128,666 | ExcessFromYear2Amt |
| Excess From Year1 | $116,920 | ExcessFromYear1Amt |
| Excess From Current Year | $244,233 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARTIN BANDIER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARTIN BANDIER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2190 | AddressLine1Txt |
| City | SOUTHAMPTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11969 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2126399790 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| UJA-FEDERATION OF NEW YORK | ||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE | $60,000 |
| SONGWRITERS HALL OF FAME | ||||||
| 205 E 42 STREET | NEW YORK | NY | 10017 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE | $48,200 |
| THE PARRISH ART MUSEUM | ||||||
| 279 MONTAUK HIGHWAY | WATER MILL | NY | 11976 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE | $25,000 |
| CONGREGATION EMANU-EL OF THE CITY OF NEW YORK | ||||||
| 1 E 65TH STREET | NEW YORK | NY | 10065 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE | $20,000 |
| NORTHWESTERN UNIVERSITY | ||||||
| 1201 DAVIS STREET | EVANSTON | IL | 60208 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE | $16,000 |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | ||||||
| 545 5TH AVENUE SUITE 920 | NEW YORK | NY | 10017 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 |
| THE CHINATI FOUNDATION | ||||||
| PO BOX 1135 | MARFA | TX | 79843 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 |
| CARON TREATMENT CENTERS | ||||||
| 575 MADISON AVENUE | NEW YORK | NY | 10022 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 |
| MOUNT SINAI - COVID-19 SUPPORT | ||||||
| ONE GUSTAVE L LEVY PLACE BOX 1223 | NEW YORK | NY | 10029 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 |
| EDUCATIONAL ALLIANCE | ||||||
| 197 EAST BROADWAY | NEW YORK | NY | 10002 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 |
| LIFECAMP INC | ||||||
| 111-12 SUTPHIN BOULEVARD | QUEENS | NY | 11435 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 |
| CITYMEALS ON WHEELS | ||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE | $6,900 |
| JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 33417 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| PREP FOR PREP | ||||||
| 328 W 71ST STREET | NEW YORK | NY | 10023 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| SOUTHAMPTION HOSPITAL FOUNDATION | ||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| THE JEWISH BOARD | ||||||
| 135 W 50TH STREET 6TH FLOOR | NEW YORK | NY | 10020 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| AFFIRM RESEARCH | ||||||
| PO BOX 503 | WILLIAMSTOWN | MA | 01267 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| ASPCA | ||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| COLLABORATIVE URBAN SCULPUTRE INC | ||||||
| 62 WASHINGTON AVENUE | BROOKLYN | NY | 11205 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| NEW YORK PHILHARMONIC | ||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| ALZHEIMER'S DRUG DISCOVERY FOUNDATION | ||||||
| 57 W 57TH STREET SUITE 904 | NEW YORK | NY | 10019 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE | $2,500 |
| SOUTHAMPTON FRESH AIR HOME FOR CRIPPLED CHILDREN | ||||||
| 36 BARKERS ISLAND ROAD | SOUTHAMPTON | NY | 11968 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE | $2,500 |
| TOWN OF PALM BEACH UNITED WAY | ||||||
| 44 COCOANUT ROW | PALM BEACH | FL | 33480 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE | $1,500 |
| CENTRAL PARK CONSERVANCY | ||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE | $1,000 |
| MORSELIFE FOUNDATION INC | ||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE | $1,000 |
| FUND FOR PARK AVENUE NEW YORK INC | ||||||
| 445 PARK AVENUE | NEW YORK | NY | 10022 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE | $500 |
| WILDLIFE RESCUE CENTER | ||||||
| 228 WEST MONTAUK HIGHWAY | HAMPTONS BAY | NY | 11946 | PC | TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $295,600 | 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 | $79 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,339 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$47,521 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Related Or Exempt Function Incm | $6 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$46,103 | ExclusionAmt |
| Related Or Exempt Function Incm | $6 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$46,097 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | REFUND USED TO FURTHER THE FOUNDATION'S EXEMPT PURPOSE. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARTIN BANDIER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2190 | AddressLine1Txt |
| City | SOUTHAMPTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11969 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,014,581 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $1,014,581 | FairMarketValueAmt |
| Received | 2019-12-26 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 366 SHS AMAZON | StockNm |
| EOY Book Value | $683,969 | EOYBookValueAmt |
| EOYFMV | $1,159,503 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $50 | $0 | $50 |
| CONFERENCES | $1,800 | $0 | $1,800 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $6 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $6 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BACKUP WITHHOLDING | CategoryTxt |
| Amt | $1 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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