THEODORE AND RENEE WEILER FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THEODORE AND RENEE WEILER FOUNDATION INC (EIN 13-6181441)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-27
- IRS object ID
- 202031189349100613
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-27T12:14:58-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113041037 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KANDEL & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 Jericho Turnpike Suite 206E | AddressLine1Txt |
| City | Syosset | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11791 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136181441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Theodore & Renee Weiler Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THEO | BusinessNameControlTxt |
| Phone | 9172826135 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 Jericho Turnpike | AddressLine1Txt |
| City | Syosset | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11791 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard Kandel | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2020-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard Kandel | PreparerPersonNm |
| PTIN | P00167249 | PTIN |
| Phone | 5164969195 | PhoneNum |
| 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 | $6,017,014 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $226 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $226 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $148,383 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $148,383 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $129,631 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,717,523 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $129,631 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $278,240 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $278,240 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,517 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $45,168 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,413 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,499 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,685 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,413 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,499 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $459,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $459,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $549,185 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,413 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $490,999 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$270,945 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $225,827 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,944 | CashBOYAmt |
| Cash EOY | $115,182 | CashEOYAmt |
| Cash EOYFMV | $115,182 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $854,400 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $709,211 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $709,211 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $10,384 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,867 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,867 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $5,368,319 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,163,842 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,186,754 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,265,047 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,994,102 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,017,014 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,265,047 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,994,102 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,265,047 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,994,102 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,265,047 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,994,102 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,265,047 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$270,945 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,994,102 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,994,102 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Publicly Traded Securities-UBS | P | 2019-01-01 | 2019-12-31 | $416,501 | $358,589 | $57,912 | $57,912 |
| Publicly Traded Securities-Neuberger | P | 2019-01-01 | 2019-12-31 | $1,181,754 | $1,156,913 | $24,841 | $24,841 |
| Publicly Traded Securities-M/S | P | 2019-01-01 | 2019-12-31 | $35,031 | $72,390 | -$37,359 | -$37,359 |
| Petrobras Corp-Settlement | P | 2019-01-01 | 2019-12-31 | $84,237 | $84,237 | $84,237 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $129,631 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $129,631 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $595,410 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,666,586 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.08931 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $567,905 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,521,421 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.08708 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $647,400 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,542,600 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.09895 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $723,645 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,434,802 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.09733 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $908,525 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,391,052 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.10827 | DistributionYr5Rt |
| Total Distribution | 0.480952 | TotalDistributionRt |
| Average Distribution | 0.096190 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,893,239 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $566,871 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,258 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $569,129 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $490,999 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,517 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,517 | SubtotalAmt |
| Tax Based On Investment Income | $4,517 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,384 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,384 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,867 | OverpaymentAmt |
| Applied To ES Tax | $5,867 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard Kandel | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9172826135 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 Jericho Turnpike-Ste 206E | AddressLine1Txt |
| City | Syosset | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11791 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Richard Kandel | ||||||
| 15 W 53rd Street | New York | NY | 10019 | Treas.-Mgr. Dir | 4.00 | $40,000 |
| Alan Safir | ||||||
| 473 Mariner Drive | Jupiter | FL | 33477 | Pres.-Director | 1.00 | $0 |
| Jonathan J Kandel | ||||||
| 15 W 53rd Street | New York | NY | 10019 | Vice President | 0.00 | $0 |
| Joan Safir | ||||||
| 473 Mariner Drive | Jupiter | FL | 33477 | Vice President | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,874,440 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $108,544 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,982,984 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,982,984 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,745 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,893,239 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $294,662 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $294,662 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,517 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,517 | TotalTaxAmt |
| Distributable Before Adj | $290,145 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $290,145 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $290,145 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $490,999 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $490,999 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $490,999 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $290,145 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $494,013 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $355,197 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $328,915 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $243,454 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $268,568 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,690,147 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $490,999 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $290,145 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $200,854 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,891,001 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $494,013 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,396,988 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $355,197 | ExcessFromYear4Amt |
| Excess From Year3 | $328,915 | ExcessFromYear3Amt |
| Excess From Year2 | $243,454 | ExcessFromYear2Amt |
| Excess From Year1 | $268,568 | ExcessFromYear1Amt |
| Excess From Current Year | $200,854 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Actors Fund of America | |||||||
| 729 7th Avenue | New York | NY | 10011 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| American Friends of the Israel Muse | |||||||
| 500 5th Avenue-Ste 2540 | New York | NY | 10110 | N/A | PC | General & Capital Purposes, unless noted | $35,000 |
| American Friends Israel Philharmoni | |||||||
| 122 East 42nd Street | New York | NY | 10168 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| American Museum of Natural History | |||||||
| Central Park West | New York | NY | 10024 | N/A | PC | General & Capital Purposes, unless noted | $2,000 |
| Breast Cancer Research Foundation | |||||||
| 60 East 56th Street | New York | NY | 10022 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Carnegie Hall | |||||||
| 881 7th Avenue | New York | NY | 10019 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Crohn's Colitis Foundation | |||||||
| 3010 Westchester Ave-Ste106 | Purchase | NY | 10577 | N/A | PC | General & Capital Purposes, unless noted | $3,500 |
| Dancers Group Studio Theater | |||||||
| 1360 Mission Street | San Francisco | CA | 94103 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Federal Drugs Agent Foundation | |||||||
| 400 Jericho Turnpike - 2nd Floor | Jericho | NY | 11753 | N/A | PC | General & Capital Purposes, unless noted | $15,000 |
| Film Society Lincoln Center | |||||||
| 70 Lincoln Center Plaza | New York | NY | 10023 | N/A | PC | General & Capital Purposes, unless noted | $20,000 |
| Greenwich House | |||||||
| 122 W 27th St-6th FL | New York | NY | 10001 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Jacob Burns Film Center | |||||||
| 405 Manville Road | Pleasantville | NY | 10570 | N/A | PC | General & Capital Purposes, unless noted | $11,000 |
| Lee David Pesky Center for Learning | |||||||
| 3324 Elder Street | Boise | ID | 83705 | N/A | PC | General & Capital Purposes, unless noted | $1,500 |
| Lincoln Center Theater | |||||||
| 150 West 65th Street | New York | NY | 10023 | N/A | PC | General & Capital Purposes, unless noted | $15,000 |
| Lymphoma Research Foundation | |||||||
| 115 Broadway-13th Floor | New York | NY | 10006 | N/A | PC | General & Capital Purposes, unless noted | $1,500 |
| Maltz Jupiter Theater | |||||||
| 1001 E Indiantown Rd | Jupiter | FL | 33477 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Metropolitan Opera | |||||||
| Lincoln Center Plaza | New York | NY | 10023 | N/A | PC | General & Capital Purposes, unless noted | $2,000 |
| New York City Ballet | |||||||
| 20 Lincoln Center Plaza | New York | NY | 10023 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Norton Museum of Art | |||||||
| 1451 S Olive Ave | W Palm Beach | FL | 33401 | N/A | PC | General & Capital Purposes, unless noted | $42,500 |
| Pave the Way Foundation | |||||||
| 395 Twin Lane South | Wantagh | NY | 11793 | N/A | PC | General & Capital Purposes, unless noted | $80,000 |
| Raymond F Kravis Center Performing | |||||||
| 701 Okeechobee Blvd | W Palm Beach | FL | 33401 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| United Way-York County | |||||||
| 800 East King Street | York | PA | 17405 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| White Plains Hospital Center | |||||||
| Davis Avenue | White Plains | NY | 10601 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Women in Need | |||||||
| 115 West 31st Street | New York | NY | 10001 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Hewlett-East Rockaway Jewish Center | |||||||
| 295 Main Street | East Rockaway | NY | 11518 | N/A | PC | General & Capital Purposes, unless noted | $4,000 |
| Jupiter Medical Center Foundation | |||||||
| 1210 S Old Dixie Hwy | Jupiter | FL | 33458 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Central Park Conservancy | |||||||
| 14 East 60th Street | New York | NY | 10022 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| American Friends of Magen David Ado | |||||||
| 352 Seventh Ave-400 | New York | NY | 10001 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Friends of Ir David | |||||||
| 575 Lexington Avenue-4th Fl | New York | NY | 10022 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| ARS Nova | |||||||
| 511 West 54th Street | New York | NY | 10019 | N/A | PC | General & Capital Purposes, unless noted | $2,000 |
| Association of Israel Decorative Ar | |||||||
| 100 Worth Ave 713 | Palm Beach | FL | 33480 | N/A | PC | General & Capital Purposes, unless noted | $2,000 |
| Second Stage Theatre | |||||||
| 305 W 43rd Street | New York | NY | 10036 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| St Francis Food Pantries Shelter | |||||||
| 450 7th Avenue | New York | NY | 10123 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Admiral's Cove Cares Charitable Fdn | |||||||
| 200 Admirals Cove Blvd | Jupiter | FL | 33477 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Berkshire Farm Ctr Services for You | |||||||
| 13640 Route 22 | Canaan | NY | 12029 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Jewish Institute Nat'l Security Aff | |||||||
| 1307 New York Ave NW | Washington | DC | 20005 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Thoughline Artists Inc | |||||||
| 15 West 53rd Street | New York | NY | 10019 | N/A | PC | General & Capital Purposes, unless noted | $25,000 |
| Wildlife Conservation Society | |||||||
| 2300 Southern Blvd | Bronx | NY | 10460 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Central Synagogue | |||||||
| 652 Lexington Ave | New York | NY | 10022 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Jewish Assoc Services for the Aged | |||||||
| 247 W 37th St-8th FL | New York | NY | 10018 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| NYU Langone Medical Center | |||||||
| One Park Avenue-17th FL | New York | NY | 10016 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Public Theater | |||||||
| 425 Lafayette Street | New York | NY | 10003 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Birthright Israel Foundation | |||||||
| 500 Australian Ave-Ste 644 | W Palm Beach | FL | 33401 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| 0000000 | |||||||
| 11 W 53rd Street | New York | NY | 10019 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| New York State Troopers PBA | |||||||
| 120 State Street | Albany | NY | 12207 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Westchester Jewish Community Servic | |||||||
| 845 North Broadway | White Plains | NY | 10603 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Centurion Foundation | |||||||
| 45 Broadway -Ste 2440 | New York | NY | 10006 | N/A | PC | General & Capital Purposes, unless noted | $12,500 |
| Layayette College | |||||||
| Box 3000 | Eaton | PA | 18042 | N/A | PC | General & Capital Purposes, unless noted | $1,500 |
| Morselife Foundation | |||||||
| 4847 Fred Cladstone Drive | W Palm Beach | FL | 33417 | N/A | PC | General & Capital Purposes, unless noted | $6,000 |
| New York State Troopers Foundation | |||||||
| 3 Airport Park Blvd | Latham | NY | 12110 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Our Space Inc | |||||||
| 464 Common Street | Belmont | MA | 02478 | N/A | PC | General & Capital Purposes, unless noted | $1,500 |
| Palm Beach Zoo Conservation Society | |||||||
| 1301 Summit Blvd | Palm Beach | FL | 33405 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| FAU Foundation LLS-Jupiter | |||||||
| 5353 Parkside Drive | Jupiter | FL | 33458 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Food Allergy Research Education | |||||||
| 515 Madison Avenue | New York | NY | 10022 | N/A | PC | General & Capital Purposes, unless noted | $1,500 |
| Hearing the Ovarian Cancer Whisper | |||||||
| 360 Cypress Drive 4 | Jupiter | FL | 33469 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Denizen Theater Inc | |||||||
| 10 Main Street- 501 | New Paltz | NY | 12561 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Jewish Women's Foundation of Palm B | |||||||
| 500 S Australian Ave | Palm Beach | FL | 33401 | N/A | PC | General & Capital Purposes, unless noted | $2,000 |
| Northwell Health Foundation | |||||||
| 2000 Marcus Ave | New Hyde park | NY | 11042 | N/A | PC | General & Capital Purposes, unless noted | $15,000 |
| J Petrosino Assoc in America | |||||||
| 11-20 154th Street | Whitestone | NY | 11357 | N/A | PC | General & Capital Purposes, unless noted | $1,500 |
| Spinal Muscular Dystrophy -Cure SMA | |||||||
| 925 Busse Road | Rlk Grove | IL | 60007 | N/A | PC | General & Capital Purposes, unless noted | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $459,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $226 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $148,383 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $129,631 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $278,240 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $278,240 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard Kandel | PersonNm |
| Short Explanation | Kandel & Company Management Services$30,000Kandel & CompanyAccounting and Tax Preparation$10,000 | ShortExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (98 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Apple Inc | $46,744 | $176,190 |
| Chesapeake Energy | $96,990 | $4,954 |
| Seventy Seven Energy Inc | $31,773 | |
| Seventy Seven Energy Inc | $5,910 | |
| Boeing Company | ||
| BP PLC ADR | $36,830 | $37,740 |
| Chesapeake Energy | $972,049 | $82,580 |
| Con Edison Co | $25,462 | $36,188 |
| Fluor Corp | ||
| Gilead Sciences Inc | $54,822 | $38,988 |
| Glaxosmithkline PLC ADR | $40,825 | $46,990 |
| IBM Corp | $88,108 | $80,424 |
| Petroleo Brasileiro SA-A | $105,903 | $447,600 |
| Rolls Royce Holdings PLC ADR | $66,540 | $45,050 |
| Twitter Inc | $25,910 | $32,050 |
| Vodafone Group ADR | $43,222 | $28,995 |
| American Express Co | $39,713 | $62,245 |
| Abbvie Inc | ||
| Allergan PLC | $88,965 | $95,585 |
| Alphabet Inc | $70,589 | $133,939 |
| Alphabet Inc | $78,050 | $133,702 |
| Air Products & Chem | $59,872 | $93,996 |
| Analog Devices Inc | $28,291 | $47,536 |
| Apple Inc | $47,943 | $117,460 |
| ASML Holding NV | ||
| Boston Scientific Corp | $65,293 | $117,572 |
| Costco Wholesale Corp | $32,705 | $58,784 |
| EOG Resources Inc | ||
| Facebook Inc | $23,127 | $41,050 |
| Fortive Corp | ||
| General Electric Co | $62,963 | $44,640 |
| Goldman Sachs Group | ||
| Grace WR | $39,804 | $41,910 |
| Hubbell Inc | $20,613 | $29,564 |
| IBM Corp | $68,354 | $67,020 |
| McDonalds Corp | $44,641 | $79,044 |
| Microsoft Corp | $57,915 | $141,930 |
| Mondelez Int'l Inc | $32,965 | $44,064 |
| Nestle SA ADR | $37,712 | $54,102 |
| Occidental Petroleum Corp | ||
| Pfizer Inc | $37,018 | $43,098 |
| Raytheon Co | $29,265 | $43,948 |
| Stryker Corp | $33,257 | $62,982 |
| Visa inc | $35,190 | $84,555 |
| Wells Fargo & Co | ||
| Alexion Pharm Inc | $75,526 | $75,705 |
| Corning Inc | $22,874 | $23,288 |
| JP Morgan Chase | $76,782 | $125,460 |
| Livanova PLC | ||
| Nisource Inc | $18,739 | $22,272 |
| US Bancorp | $70,228 | $83,006 |
| Berkshire Hathaway Inc | $33,300 | $45,300 |
| Edwards Lifesciences Corp | ||
| Schlumberger Ltd | ||
| Verizon Communications | $23,813 | $30,700 |
| General Mills | $101,938 | $101,764 |
| Macy's Inc | $45,803 | $34,000 |
| Macy's Inc | $713,532 | $510,000 |
| Activision Blizzard Inc | ||
| Alaska Air Group Inc | $32,532 | $33,875 |
| APYIV PLC | ||
| CSX Corp | ||
| Exxon Mobil | ||
| Facebook Inc | $32,129 | $41,050 |
| Home Depot | $73,301 | $87,352 |
| Johnson & Johnson | ||
| Kraft Heinz Co | ||
| Lam Research Corp | ||
| Morgan Stanley | ||
| Phillip Morris Int'l Inc | $103,588 | $106,362 |
| Raytheon Co | ||
| Simon Property Group Inc | $34,359 | $29,792 |
| Teva Pharmaceuticals | ||
| Walgreens Boot Alliance Inc | $110,808 | $94,336 |
| 3M Company | ||
| SPDR Gold Shrs ETF | $43,856 | $57,160 |
| Alibaba Group PLC | $31,022 | $42,420 |
| Ametek Inc | $43,269 | $49,870 |
| Ashland Global Hldgs | $38,258 | $38,265 |
| ASML Holding NV | $16,039 | $29,594 |
| AT & T | $32,240 | $39,080 |
| Berkshire Hathaway Inc | $61,968 | $67,950 |
| Boeing Company | $34,888 | $32,576 |
| Disney, Walt Co | $51,792 | $57,852 |
| General Dynamics Co | $17,333 | $17,635 |
| Humana Inc | $26,595 | $36,652 |
| ICU Med Inc | $33,377 | $37,424 |
| L3 harris Technologies Inc | $94,906 | $98,935 |
| Lockheed Martin | $30,686 | $38,938 |
| Match Group Inc | $16,401 | $16,422 |
| Motorola Solutions Inc | $47,839 | $48,342 |
| Pioneer Natural Resources | $40,036 | $45,411 |
| Tencent Holdings Ltd | $13,218 | $14,403 |
| Union Pacific | $50,349 | $54,237 |
| United Health Group Inc | $24,521 | $29,398 |
| Zimmer Biomet Hldgs | $45,745 | $59,872 |
| First Trust Nasdaq Cyber ETF | $43,919 | $45,041 |
| Abbvie Inc | $81,000 | $88,540 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Bank & Wire Fees | $1,256 | ||
| Filing Fee | $250 | $250 | |
| Investment & Custody Fees | $42,413 | $42,413 | |
| Public Notice | $160 | $160 | |
| Publication | $1,089 | $1,089 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax -2019 | CategoryTxt |
| Amt | $4,517 | Amt |
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