BETA

FAY J LINDNER FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
FAY J LINDNER FOUNDATION (EIN 11-6043320)
Tax period
2019-09-01 to 2020-08-31
Filed
2021-07-13
IRS object ID
202141949349100509
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-07-13T12:56:02-07:00ReturnTs
Tax Period End2020-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Putterman & Rothschild CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1230 Hilton Avenue Ste 222AddressLine1Txt
CityHempsteadCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11550ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN116043320EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FAY J LINDNER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFAYJBusinessNameControlTxt
Phone5162921330PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11161 MEADOWBROOK ROADAddressLine1Txt
CityN MERRICKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11566ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT GOLDBERGPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5162921330PhoneNum
Signature2020-11-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEROME B ROTHSCHILDPreparerPersonNm
PTINP01461383PTIN
Phone5164818766PhoneNum
Preparation2021-07-13PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$40,225,646FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$172,897InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$172,897InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$172,897InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$314,965DividendsRevAndExpnssAmt
Dividends Net Invst Incm$314,965DividendsNetInvstIncmAmt
Dividends Adj Net Incm$314,965DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$197,259CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$197,259NetSTCapitalGainAdjNetIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$621,690OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$621,690OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$621,690OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$1,109,552TotalRevAndExpnssAmt
Total Net Invst Incm$1,306,811TotalNetInvstIncmAmt
Total Adj Net Incm$1,306,811TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$190,680LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$190,680LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$36,971AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$36,971AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$21,357TaxesRevAndExpnssAmt
Taxes Net Invst Incm$494TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$78,570OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$78,570OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$327,578TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$306,715TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,067,792ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,067,792ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,395,370TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$306,715TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,067,792TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,285,818ExcessRevenueOverExpensesAmt
Net Investment Income$1,000,096NetInvestmentIncomeAmt
Adjusted Net Income$1,306,811AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$158,124CashBOYAmt
Cash EOY$52,775CashEOYAmt
Cash EOYFMV$52,775CashEOYFMVAmt
Sav And Temp Cash Invst BOY$777,286SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$960,033SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$960,033SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
US Government Obligations BOY$100,164USGovernmentObligationsBOYAmt
US Government Obligations EOY$100,164USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$130,500USGovtObligationsEOYFMVAmt
Corporate Stock BOY$12,991,876CorporateStockBOYAmt
Corporate Stock EOY$13,256,905CorporateStockEOYAmt
Corporate Stock EOYFMV$16,250,682CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Mortgage Loans BOY$2,049,241MortgageLoansBOYAmt
Mortgage Loans EOY$2,030,774MortgageLoansEOYAmt
Mortgage Loans EOYFMV$2,030,774MortgageLoansEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$20,722,882OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$78,000OtherAssetsEOYAmt
Other Assets EOYFMV$78,000OtherAssetsEOYFMVAmt
Total Assets BOY$16,076,691TotalAssetsBOYAmt
Total Assets EOY$16,478,651TotalAssetsEOYAmt
Total Assets EOYFMV$40,225,646TotalAssetsEOYFMVAmt
Deferred Revenue BOY$1,591,375DeferredRevenueBOYAmt
Deferred Revenue EOY$1,579,309DeferredRevenueEOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$1,022,448OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,525,032OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,613,823TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,104,341TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Additional Paid In Capital BOY$72,325AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$72,325AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$13,390,543RetainedEarningBOYAmt
Retained Earning EOY$12,301,985RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$13,462,868TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,374,310TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$16,076,691TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,478,651TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,462,868TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,285,818ExcessRevenueOverExpensesAmt
Other Increases$197,260OtherIncreasesAmt
Subtotal$12,374,310SubtotalAmt
Tot Net Ast Or Fund Balances EOY$12,374,310TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySCHEDULE ATTACHEDPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2019-09-01AcquiredDt
Sold2020-08-31SoldDt
Gross Sales Price$5,720,392GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$5,523,133CostOrOtherBasisAmt
Gain Or Loss$197,259GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$197,259GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$197,259CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$197,259NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,002,293AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$39,659,555NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050487DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,227,542AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$38,581,690NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.057736DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,177,802AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$37,033,034NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.058807DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,080,600AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$40,333,345NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051585DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,349,914AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$40,609,730NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.057866DistributionYr5Rt
Total Distribution0.276481TotalDistributionRt
Average Distribution0.055296AverageDistributionRt
Net Vl Noncharitable Assets$38,886,212NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,150,252AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$10,001NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,160,253AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,142,506QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$20,002InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$20,002SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$20,002TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,938EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$20,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$28,938TotalPaymentsAndCreditsAmt
Original Return Overpayment-$28,938OriginalReturnOverpaymentAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$195EsPenaltyAmt
Overpayment$8,741OverpaymentAmt
Applied To ES Tax$8,741AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SAME AS PAGE 1BusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5162921330PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1SAME ASAddressLine1Txt
CityPAGECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11566ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT GOLDBERG
1161 MEADOWBROOK RD NMERRICKNY11566PRES/DIR10.00$0$0$0
ROBIN GOLDBERG
1161 MEADOWBROOK RD NMERRICKNY11566SEC/DIR2.00$0$0$0
DAVID GOLDBERG
1161 MEADOWBROOK RD NMERRICKNY11566DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,672,623AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$974,109AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$22,831,656FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$39,478,388TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$39,478,388AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$592,176CashDeemedCharitableAmt
Net Vl Noncharitable Assets$38,886,212NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,944,311MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,944,311MinimumInvestmentReturnAmt
Tax Based On Investment Income$20,002TaxBasedOnInvestmentIncomeAmt
Total Tax$20,002TotalTaxAmt
Distributable Before Adj$1,924,309DistributableBeforeAdjAmt
Distributable Before Ded$1,924,309DistributableBeforeDedAmt
Distributable As Adjusted$1,924,309DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,067,792ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$74,714CharitableAssetsAcquisPaidAmt
Qualifying Distributions$2,142,506QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,142,506AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,924,309DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$367,050ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$119,923ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$369,920ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$349,548ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$50,377ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,256,818TotalExcessDistributionCyovAmt
Qualifying Distributions$2,142,506QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,924,309AppliedToCurrentYearAmt
Remaining Distri From Corpus$218,197RemainingDistriFromCorpusAmt
Total Corpus$1,475,015TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$367,050ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,107,965ExcessDistriCyovToNextYrAmt
Excess From Year4$119,923ExcessFromYear4Amt
Excess From Year3$369,920ExcessFromYear3Amt
Excess From Year2$349,548ExcessFromYear2Amt
Excess From Year1$50,377ExcessFromYear1Amt
Excess From Current Year$218,197ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNOT APPLICABLEContributingManagerNm
Shareholder ManagerROBERT GOLDBERGShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdForm And Info And MaterialsFormAndInfoAndMaterialsTxtSubmission DeadlinesSubmissionDeadlinesTxtRestrictions On AwardsRestrictionsOnAwardsTxt
NOT APPLICABLE
NOT APPLICABLENOT APPLICABLENY00000NOT APPLICABLENOT APPLICABLENOT APPLICABLE
(no name)
NOT APPLICABLENOT APPLICABLENY00000NOT APPLICABLENOT APPLICABLENOT APPLICABLE

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHEDULE ATTACHEDBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1SCHEDULE ATTACHEDAddressLine1Txt
CitySCHEDULE ATTACHEDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP00000ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusVariousRecipientFoundationStatusTxt
Grant Or Contribution PurposeSCHEDULE ATTACHEDGrantOrContributionPurposeTxt
Amt$2,067,792Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,067,792TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE SCHEDULE ATTACHEDBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1SEE SCHEDULE ATTACHEDAddressLine1Txt
CitySEE SCHEDULE ATTACHEDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP00000ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusVARIOUSRecipientFoundationStatusTxt
Grant Or Contribution PurposeSCHEDULE ATTACHEDGrantOrContributionPurposeTxt
Amt$645,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$645,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$172,897ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$314,965ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescPARTNERSHIP INCOMEDesc
Exclusion16ExclusionCd
Exclusion$621,690ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,109,552ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,109,552TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementNOT APPLICABLERelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING TAX RETURN & FINANCIAL STATEMENTCategoryTxt
Amt$36,971Amt
Net Investment Income$36,971NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSCHEDULE ATTACHEDStockNm
EOY Book Value$13,256,905EOYBookValueAmt
EOYFMV$16,250,682EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$100,164USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$130,500USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPARTNERSHIP INTERESTSCategoryOrItemTxt
Book Value$0BookValueAmt
EOYFMV$20,722,882EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL SETTLEMENT NEGOTIATIONCategoryTxt
Legal Fees$190,680LegalFeesAmt
Net Investment Income$190,680NetInvestmentIncomeAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDUE FROM BROKERAGE ACCOUNTDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$78,000EOYBookValueAmt
EOYFMV$78,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
INSURANCE$1,545$1,545
BROKERS FEES$74,714$74,714
OFFICE$90$90
JOURNALS$2,170$2,170
BANK CHARGES$51$51

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPARTNERSHIP INCOMEDesc
Revenue And Expenses Per Books$621,690RevenueAndExpensesPerBooksAmt
Net Investment Income$621,690NetInvestmentIncomeAmt
Adjusted Net Income$621,690AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCAPITAL GAINSDesc
Amt$197,260Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescPARTNERSHIP INTERESTSDesc
BOY Book Value$1,022,448BOYBookValueAmt
EOY Book Value$2,525,032EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX$494$494
FEDERAL EXCISE TAX$20,863

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