EBA FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- EBA FOUNDATION (EIN 13-4098940)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349109629
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T18:49:12-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134098940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EBA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EBAF | BusinessNameControlTxt |
| Phone | 2123392100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 MADISON AVENUE SUITE 600 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ABIGAIL BLACK ELBAUM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2123392100 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ABIGAIL | PersonFirstNm |
| Person Last | BLACK ELBAUM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
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 |
| 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 | $7,422,084 | 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 | $803,785 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $74,723 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,723 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $82,259 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $492,133 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $246,738 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $960,781 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $321,475 | 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 | $4,088 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,518 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,032 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,782 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,120 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,300 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $620,882 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $620,882 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $654,002 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,300 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $621,132 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $306,779 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $291,175 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $928,484 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,334,040 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,334,040 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,500 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,930 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,930 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $4,235,728 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,138,584 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,084,114 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,063 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,169,775 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,476,554 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,422,084 | 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 | $5,169,775 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,476,554 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,169,775 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,476,554 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,169,775 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,476,554 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,169,775 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $306,779 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,476,554 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,476,554 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 500 SHR OF TRAVELERS COS INC | P | 2008-09-17 | 2020-01-07 | $67,639 | $22,933 | $44,706 | $44,706 |
| 128 SHR OF DOW INC. | P | 2006-11-30 | 2020-01-23 | $6,454 | $4,346 | $2,108 | $2,108 |
| 213.67 SHR OF DOW INC. | P | 2009-11-11 | 2020-01-23 | $10,774 | $5,265 | $5,509 | $5,509 |
| 58.33 SHR OF DOW INC. | P | 2017-12-15 | 2020-01-23 | $2,941 | $3,987 | -$1,046 | -$1,046 |
| 100 SHR OF 3M CO | P | 2010-02-16 | 2020-01-28 | $16,592 | $7,993 | $8,599 | $8,599 |
| 200 SHR OF 3M CO | P | 2010-05-24 | 2020-01-28 | $33,184 | $16,074 | $17,110 | $17,110 |
| 128 SHR OF CORTEVA INC | P | 2006-11-30 | 2020-02-07 | $3,967 | $2,406 | $1,561 | $1,561 |
| 213.67 SHR OF CORTEVA INC | P | 2009-11-11 | 2020-02-07 | $6,622 | $2,915 | $3,707 | $3,707 |
| 58.33 SHR OF CORTEVA INC | P | 2017-12-15 | 2020-02-07 | $1,808 | $2,207 | -$399 | -$399 |
| 0.92 SHR OF RAYTHEON TECHNOLOGIES CORP | P | 2020-03-04 | 2020-04-21 | $59 | $78 | -$19 | -$19 |
| 10 SHR OF ALPHABET INC | P | 2011-03-17 | 2020-07-16 | $15,138 | $2,825 | $12,313 | $12,313 |
| 100 SHR OF APPLE COMPUTER INC COM | P | 2010-09-08 | 2020-07-16 | $38,680 | $3,763 | $34,917 | $34,917 |
| 400 SHR OF J P MORGAN CHASE & CO | P | 1974-02-07 | 2020-07-16 | $39,951 | $5,176 | $34,775 | $34,775 |
| 100 SHR OF MICROSOFT CORP CO | P | 2010-11-14 | 2020-07-16 | $20,426 | $2,715 | $17,711 | $17,711 |
| 300 SHR OF PPG INDUSTRIES INC | P | 2008-06-23 | 2020-07-16 | $34,544 | $9,035 | $25,509 | $25,509 |
| 200 SHR OF TRAVELERS COS INC | P | 2008-12-16 | 2020-07-16 | $24,101 | $8,165 | $15,936 | $15,936 |
| 300 SHR OF WASTE MANAGEMENT INC NEW | P | 2008-12-26 | 2020-07-16 | $32,231 | $9,315 | $22,916 | $22,916 |
| 2000 SHR OF CORNING INC COM | P | 2019-10-29 | 2020-08-11 | $65,295 | $59,597 | $5,698 | $5,698 |
| 300 SHR OF EXXON MOBIL CORP | P | 2009-07-15 | 2020-08-27 | $11,887 | $20,370 | -$8,483 | -$8,483 |
| 700 SHR OF EXXON MOBIL CORP | P | 2010-02-18 | 2020-08-27 | $27,735 | $46,199 | -$18,464 | -$18,464 |
| 0.08 SHR OF ZOETIS INC | P | 2015-07-23 | 2020-08-27 | $32,104 | $10,030 | $22,074 | $22,074 |
| 0.08 SHR OF VIATRIS INC | P | 2019-10-29 | 2020-11-25 | $1 | $1 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $246,738 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,047 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,047 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,047 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,930 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,930 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,883 | OverpaymentAmt |
| Applied To ES Tax | $5,883 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | FIONA LEE | IndividualWithBooksNm |
| Phone | 2123392100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O OGDEN CAP PROPERTIES 545 | AddressLine1Txt |
| Address Line2 | MADISON AVE 6TH FL | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| CONSTANCE MILSTEIN | ||||||||
| 545 MADISON AVENUE SUITE 600 | NEW YORK | NY | 10022 | TRUSTEE-AS NEEDED | 0.00 | $0 | $0 | $0 |
| ABIGAIL BLACK ELBAUM | ||||||||
| 545 MADISON AVENUE SUITE 600 | NEW YORK | NY | 10022 | TRUSTEE-AS NEEDED | 0.00 | $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 | $5,722,818 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $967,198 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,461 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,695,477 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,695,477 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100,432 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,595,045 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $329,752 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $329,752 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,047 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,047 | TotalTaxAmt |
| Distributable Before Adj | $325,705 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $325,705 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $325,705 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $621,132 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $621,132 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $621,132 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $325,705 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $141,973 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $73,576 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $138,970 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $82,745 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $587,403 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,024,667 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $621,132 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $325,705 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $295,427 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,320,094 | 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 | $141,973 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,178,121 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $73,576 | ExcessFromYear4Amt |
| Excess From Year3 | $138,970 | ExcessFromYear3Amt |
| Excess From Year2 | $82,745 | ExcessFromYear2Amt |
| Excess From Year1 | $587,403 | ExcessFromYear1Amt |
| Excess From Current Year | $295,427 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ABIGAIL BLACK ELBAUM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN JEWISH COMMITTEE | ||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | PC | PUBLIC CHARITY | $25,000 |
| CITYMEALS-ON-WHEELS | ||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | PC | PUBLIC CHARITY | $1,500 |
| COLUMBIA COLLEGE | ||||||
| 622 W 113TH STREET | NEW YORK | NY | 10025 | PC | PUBLIC CHARITY | $22,250 |
| COLUMBIA GRAMMAR & PREPARATORY SCHOOL | ||||||
| 5 W 93RD ST | NEW YORK | NY | 10025 | PC | PUBLIC CHARITY | $25,000 |
| COLUMBIA UNIVERSITY | ||||||
| 622 W 113TH STREET | NEW YORK | NY | 10025 | PC | PUBLIC CHARITY | $7,000 |
| COLUMBIA UNIVERSITY | ||||||
| 622 W 113TH STREET | NEW YORK | NY | 10025 | PC | PUBLIC CHARITY | $25,000 |
| COLUMBIA UNIVERSITY | ||||||
| 622 W 113TH STREET | NEW YORK | NY | 10025 | PC | PUBLIC CHARITY | $270,000 |
| COLUMBIA UNIVERSITY | ||||||
| 622 W 113TH STREET | NEW YORK | NY | 10025 | PC | PUBLIC CHARITY | $15,000 |
| CONGREGATION EMANU-EL | ||||||
| 1 EAST 65TH STREET | NEW YORK | NY | 10065 | PC | PUBLIC CHARITY | $18,000 |
| CONGREGATION EMANU-EL OF THE CITY OF NY | ||||||
| 1 EAST 65TH STREET | NEW YORK | NY | 10065 | PC | PUBLIC CHARITY | $18,000 |
| EVERYTOWN FOR GUNS SUPPORT FUND INC | ||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | PC | PUBLIC CHARITY | $21,632 |
| NEIGHBORHOOD COALITION FOR SHELTER | ||||||
| 157 E 86TH | NEW YORK | NY | 10128 | PC | PUBLIC CHARITY | $35,000 |
| SCENIC HUDSON INC | ||||||
| ONE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 126013157 | PC | PUBLIC CHARITY | $15,000 |
| SCENIC HUDSON INC | ||||||
| ONE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 126013157 | PC | PUBLIC CHARITY | $10,000 |
| SCENIC HUDSON INC | ||||||
| ONE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 126013157 | PC | PUBLIC CHARITY | $15,000 |
| SECURING AMERICAS FUTURE ENERGY | ||||||
| 1111 19TH STREET NW SUITE 406 | WASHINGTON | DC | 20036 | PC | PUBLIC CHARITY | $20,000 |
| THE ANIMAL MEDICAL CENTER | ||||||
| 510 E 62ND ST | NEW YORK | NY | 10065 | PC | PUBLIC CHARITY | $25,000 |
| THE CLIMATE REALITY PROJECT | ||||||
| 555 11TH STREET NW SUITE 601 | WASHINGTON | DC | 20004 | PC | PUBLIC CHARITY | $2,500 |
| TRUSTEES OF COLUMBIA UNIVERSITY | ||||||
| 622 W 113TH STREET | NEW YORK | NY | 10025 | PC | PUBLIC CHARITY | $35,000 |
| UJA FEDERATION OF NEW YORK | ||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | PC | PUBLIC CHARITY | $5,000 |
| YALE UNIVERSITY | ||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 065102100 | PC | PUBLIC CHARITY | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $620,882 | 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 | $14 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74,723 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $82,259 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $156,996 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $156,996 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| VIVIAN L MILSTEIN 2018 GST-EXEMPT DESCENDANTS' TRUST FOR CJM | |||||||
| 1 | 545 MADISON AVE | NEW YORK | NY | 10022 | $500,000 | Yes (X) | |
| SVM FOUNDATION | |||||||
| 2 | 545 MADISON AVE | NEW YORK | NY | 10022 | $98,311 | Yes (X) | |
| ABIGAIL BLACK ELBAUM REVOCABLE TRUST ABIBAIL BLACK ELBAUM TRUSTEE | |||||||
| 3 | 545 MADISON AVE | NEW YORK | NY | 10022 | $205,474 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | STOCKS | NoncashPropertyDesc |
| Fair Market Value | $205,474 | FairMarketValueAmt |
| Received | 2020-07-25 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MARKETABLE SECURITIES | $2,091,195 | $4,036,725 |
| EVERGREEN GARDEN INC | $2,047,389 | $2,047,389 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $1,063 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $250 | $0 | $250 |
| INVESTMENT FEES | $28,782 | $28,782 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABIGAIL BLACK ELBAUM REVOCABLE TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 MADISON AVENUE STE 600 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $2,570 | $0 | $0 |
| FOREIGN TAX | $1,518 | $1,518 | $0 |
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