BETA

GREENBLATT FAMILY CHARITABLE TR: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
GREENBLATT FAMILY CHARITABLE TR (EIN 27-6946683)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-12
IRS object ID
202143169349103754
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-12T14:06:35-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1345 PARK AVEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101540102ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN276946683EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREENBLATT FAMILY CHARITABLE TRUSTBusinessNameLine1Txt
Business Name Line2C/O WILLIAM GREENBLATTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGREEBusinessNameControlTxt
Phone2127365100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1381 PARK AVE S SUITE 1001AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM GREENBLATTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2127365100PhoneNum
Signature2021-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAMPersonFirstNm
Person LastGREENBLATTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWARREN ABKOWITZPreparerPersonNm
PTINP00182285PTIN
Phone2127589700PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,391,934FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$827,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$175,412DividendsRevAndExpnssAmt
Dividends Net Invst Incm$175,412DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$824,829NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,835,804GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$824,829CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,827,241TotalRevAndExpnssAmt
Total Net Invst Incm$1,000,241TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,444AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,722AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$3,722AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$7,444TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,722TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,722TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$824,877ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$824,877ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$832,321TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,722TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$828,599TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$994,920ExcessRevenueOverExpensesAmt
Net Investment Income$996,519NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$56,852CashBOYAmt
Cash EOY$65,394CashEOYAmt
Cash EOYFMV$65,394CashEOYFMVAmt
Corporate Stock BOY$5,385,192CorporateStockBOYAmt
Corporate Stock EOY$8,321,111CorporateStockEOYAmt
Corporate Stock EOYFMV$8,321,111CorporateStockEOYFMVAmt
Other Assets BOY$5,429OtherAssetsBOYAmt
Other Assets EOY$5,429OtherAssetsEOYAmt
Other Assets EOYFMV$5,429OtherAssetsEOYFMVAmt
Total Assets BOY$5,447,473TotalAssetsBOYAmt
Total Assets EOY$8,391,934TotalAssetsEOYAmt
Total Assets EOYFMV$8,391,934TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$5,447,473CapitalStockBOYAmt
Capital Stock EOY$8,391,934CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,447,473TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,391,934TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,447,473TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,391,934TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,447,473TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$994,920ExcessRevenueOverExpensesAmt
Other Increases$1,949,541OtherIncreasesAmt
Subtotal$8,391,934SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,391,934TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ABBOT LABORATORIES / CUSIP: XXX-XX-XXXX / SYMBOL: ABTP2011-03-162020-04-13$235,776$61,853$173,923$173,923
CARRIER GLOBAL CORP / CUSIP: 14448C104 / SYMBOL: CARRP2011-03-162020-04-13$24,860$25,714-$854-$854
CHEVRON CORP / CUSIP: XXX-XX-XXXX / SYMBOL: CVXP2011-03-162020-12-17$121,975$139,933-$17,958-$17,958
COLGATEPALMOLIVE COMPANY / CUSIP: XXX-XX-XXXX / SYMBOL: CLP2011-03-162020-04-13$252,846$139,795$113,051$113,051
CROWN CASTLE INTL NEW / CUSIP: 22822V101 / SYMBOL: CCIP2016-02-082020-04-13$150,699$71,986$78,713$78,713
EXXON MOBIL CORP / CUSIP: 30231G102 / SYMBOL: XOMP2011-03-162020-12-17$74,076$138,287-$64,211-$64,211
LOCKHEED MARTIN CORP / CUSIP: XXX-XX-XXXX / SYMBOL: LMTP2011-03-162020-04-13$65,612$14,065$51,547$51,547
MERCK & COMPANY INC NEW / CUSIP: 58933Y105 / SYMBOL: MRKP2016-02-082020-04-13$50,744$30,016$20,728$20,728
MICROSOFT CORP / CUSIP: XXX-XX-XXXX / SYMBOL: MSFTP2011-03-162020-04-13$229,226$34,646$194,580$194,580
OTIS WORLDWIDE CORP / CUSIP: 68902V107 / SYMBOL: OTISP2011-03-162020-04-13$42,144$35,964$6,180$6,180
PEPSICO INC / CUSIP: XXX-XX-XXXX / SYMBOL: PEPP2011-03-162020-04-13$288,810$137,474$151,336$151,336
PROCTOR & GAMBLE CO / CUSIP: XXX-XX-XXXX / SYMBOL: PGP2011-03-162020-04-13$259,321$137,508$121,813$121,813
VIATRIS INC / CUSIP: 92556V106 / SYMBOL: VTRSP2016-02-082020-11-20$2$1$1$1
CHEVRON CORP / CUSIP: XXX-XX-XXXX / SYMBOL: CVXP2016-01-082020-12-17$31,728$29,831$1,897$1,897
EXXON MOBIL CORP / CUSIP: 30231G102 / SYMBOL: XOMP2016-01-082020-12-17$7,985$13,902-$5,917-$5,917
FieldValueIRS element (for citing)
Capital Gain Net Income$824,829CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13,852InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$13,852SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$13,852TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$17,815EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$17,815TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,963OverpaymentAmt
Applied To ES Tax$3,963AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKPMG LLPIndividualWithBooksNm
Phone2127589700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1345 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10154ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonWILLIAM M GREENBLATTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1381 PARK AVE S SUITE 1001AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,412,939AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,023,050AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,435,989TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,435,989AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$126,540CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,309,449NetVlNoncharitableAssetsAmt
Minimum Investment Return$415,472MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$415,472MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,852TaxBasedOnInvestmentIncomeAmt
Total Tax$13,852TotalTaxAmt
Distributable Before Adj$401,620DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$401,620DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$401,620DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$828,599ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$828,599QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$828,599AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$401,620DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$175,895ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$95,938ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$302,047ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$222,755ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$394,512ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,191,147TotalExcessDistributionCyovAmt
Qualifying Distributions$828,599QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$401,620AppliedToCurrentYearAmt
Remaining Distri From Corpus$426,979RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,618,126TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$175,895ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,442,231ExcessDistriCyovToNextYrAmt
Excess From Year4$95,938ExcessFromYear4Amt
Excess From Year3$302,047ExcessFromYear3Amt
Excess From Year2$222,755ExcessFromYear2Amt
Excess From Year1$394,512ExcessFromYear1Amt
Excess From Current Year$426,979ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM M GREENBLATTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TED & RENEE SERURE FAMILY FOUNDATION
277 PARK AVE 3RD FLNEW YORKNY10172NONEPCNON-RESTRICTED$250
FAMILIAL DYSAUTONOMIA FOUNDATION INC
315 WEST 39TH STREET SUITE 701NEW YORKNY10018NONEPCNON-RESTRICTED$500
MEMORIAL SLOAN KETTERING
1275 YORK AVENEW YORKNY10065NONEPCNON-RESTRICTED$250
SONGS OF LOVE FOUNDATION
PO BOX 750809FOREST HILLSNY11375NONEPCNON-RESTRICTED$1,000
OCEAN TOWNSHIP HIGH SCHOOL
550 W PARK AVEOAKHURSTNJ07755NONEPCNON-RESTRICTED$1,000
SUCCESS ACADEMY CHARTER SCHOOLS
95 PINE STNEW YORKNY10005NONEPCNON-RESTRICTED$47,350
BOOMER ESIASON FOUNDATION
PO BOX 28819NEW YORKNY100878819NONEPCNON-RESTRICTED$10,000
ICAHN SCHOOL OF MEDICINE AT MOUNT NEW YORK
1 GUSTAVE L LEVY PLNEW YORKNY10029NONEPCNON-RESTRICTED$10,000
ROBIN HOOD FOUNDATION
826 BROADWAY 9NEW YORKNY10003NONEPCNON-RESTRICTED$10,000
NATIONAL INSTITUTE FOR REPRODUCTIVE HEALTH
14 WALL STREET SUITE 3BNEW YORKNY10005NONEPCNON-RESTRICTED$2,500
CARDOZO SCHOOL OF LAW
55 FIFTH AVENUENEW YORKNY10003NONEPCNON-RESTRICTED$125,000
CDC FOUNDATION
600 PEACHTREE STREET NE SUITE 1000ATLANTAGA30308NONEPCNON-RESTRICTED$5,000
UJA FEDERATION OF NEW YORK
130 E 59TH STNEW YORKNY10022NONEPCNON-RESTRICTED$185,000
WASHINGTON UNIVERSITY IN ST LOUIS
1 BROOKINGS DRST LOUISMO63130NONEPCNON-RESTRICTED$2,500
FRIAR'S HEAD DISASTER RELIEF FUND
3000 SOUND AVENUERIVERHEADNY11901NONEPCNON-RESTRICTED$500
PARK AVENUE SYNAGOGUE
50 E 87TH STNEW YORKNY10128NONEPCNON-RESTRICTED$374,788
MRCC FOUNDATION INC
713 PASSAIC AVENUEWEST CALDWELLNJ07006NONEPCNON-RESTRICTED$1,030
SEASONS HOSPICE FOUNDATION
6400 SHAFER CT 700ROSEMONTIL60018NONEPCNON-RESTRICTED$100
LINCOLN CENTER CORPORATE FUND
70 LINCOLN CENTER PLAZANEW YORKNY10023NONEPCNON-RESTRICTED$109
HINRI INC
641 LORIDANS DR NEATLANTAGA30342NONEPCNON-RESTRICTED$5,000
DANA FARBER JIMMY FUND
450 BROOKLINE AVEBOSTONMA02215NONEPCNON-RESTRICTED$1,000
ABINGDON THEATRE COMPANY
312 W 36TH STNEW YORKNY10018NONEPCNON-RESTRICTED$30,000
AMERICAN JEWISH COMMITTEE
AJC GLOBALNEW YORKNY10022NONEPCNON-RESTRICTED$4,000
THE INVICTUS FUND NV
1000 SILVERADO TRAIL NORTHSAINT HELENACA94574NONEPCNON-RESTRICTED$5,000
PROMISE PROJECT
635 W 165TH STNEW YORKNY10032NONEPCNON-RESTRICTED$1,000
LINK EDUCATION
23 PENNSYLVANIA AVENUENEWARKNJ07114NONEPCNON-RESTRICTED$1,000
HIT THE BOOKS
340 ST NICHOLAS AVENEW YORKNY10027NONEPCNON-RESTRICTED$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$824,877TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$175,412ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$824,829ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,000,241ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,000,241TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonWILLIAM GREENBLATTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1381 PARK AVE S SUITE 1001AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
FieldValueIRS element (for citing)
Total Contributions$827,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,444Amt
Net Investment Income$3,722NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,722DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTIFEL - MARKETABLE SECURITIESStockNm
EOY Book Value$8,321,111EOYBookValueAmt
EOYFMV$8,321,111EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER RECEIVABLEDesc
BOY Book Value$5,429BOYBookValueAmt
EOY Book Value$5,429EOYBookValueAmt
EOYFMV$5,429EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON SECURITIES - CYDesc
Amt$1,949,541Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonWILLIAM GREENBLATTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1381 PARK AVE S SUITE 1001AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd

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