SIMON AND EVE COLIN FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SIMON AND EVE COLIN FOUNDATION (EIN 11-2676434)
Tax period
2018-11-01 to 2019-10-31
Filed
2020-03-03
IRS object ID
202040639349100309
Schema version
2018v3.1
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)
Return2020-03-03T15:13:02-06:00ReturnTs
Tax Period End2019-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN020619499PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COLIN DEVELOPMENT LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11520 NORTHERN BLVDAddressLine1Txt
CityMANHASSETCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11030ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN112676434EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SIMON AND EVE COLIN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSIMOBusinessNameControlTxt
Phone5168696700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11520 NORTHERN BOULEVARDAddressLine1Txt
CityMANHASSETCityNm
State AbbreviationNYStateAbbreviationCd
ZIP110303006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFRED COLINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5168696700PhoneNum
Signature2020-02-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY L SAPPERPreparerPersonNm
PTINP00000802PTIN
Phone5168696700PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$32,773,077FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$883,408ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$399,781DividendsRevAndExpnssAmt
Dividends Net Invst Incm$399,781DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$33,240NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,434,298GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,249,949TotalRevAndExpnssAmt
Total Net Invst Incm$399,781TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$27,719TaxesRevAndExpnssAmt
Taxes Net Invst Incm$27,719TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$146,890OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$125,801OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$20,339OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$174,609TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$153,520TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$20,339TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,718,389ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,718,389ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,892,998TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$153,520TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,738,728TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$643,049ExcessRevenueOverExpensesAmt
Net Investment Income$246,261NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,659,306CashBOYAmt
Cash EOY$1,207,890CashEOYAmt
Cash EOYFMV$1,207,890CashEOYFMVAmt
Prepaid Expenses BOY$26,047PrepaidExpensesBOYAmt
Prepaid Expenses EOY$15,443PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$15,443PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$1,650,982USGovernmentObligationsBOYAmt
US Government Obligations EOY$3,929,037USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$3,929,037USGovtObligationsEOYFMVAmt
Corporate Stock BOY$13,097,015CorporateStockBOYAmt
Corporate Stock EOY$13,468,011CorporateStockEOYAmt
Corporate Stock EOYFMV$23,818,291CorporateStockEOYFMVAmt
Mortgage Loans BOY$24,983MortgageLoansBOYAmt
Mortgage Loans EOY$0MortgageLoansEOYAmt
Mortgage Loans EOYFMV$0MortgageLoansEOYFMVAmt
Other Investments BOY$5,204,875OtherInvestmentsBOYAmt
Other Investments EOY$3,399,861OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,802,416OtherInvestmentsEOYFMVAmt
Other Assets BOY$83OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$22,663,291TotalAssetsBOYAmt
Total Assets EOY$22,020,242TotalAssetsEOYAmt
Total Assets EOYFMV$32,773,077TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$11,006,261CapitalStockBOYAmt
Capital Stock EOY$11,006,261CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$11,657,030RetainedEarningBOYAmt
Retained Earning EOY$11,013,981RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$22,663,291TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$22,020,242TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$22,663,291TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$22,020,242TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$22,663,291TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$643,049ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$22,020,242SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$22,020,242TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (125 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GENERAL ELECTRIC COMPANY2010-12-132019-09-13$54,711$187,619-$132,908-$132,908
ALLERGAN PLC2017-06-152019-01-11$179,161$273,873-$94,712-$94,712
CIGNA CORP - FRACTIONS2018-12-212018-12-21$124$124$124
GENERAL MOTORS COMPANY2016-05-092019-09-10$128,698$101,504$27,194$27,194
WABTEC CORP - FRACTIONS2019-02-252019-02-25$51$51$51
EXPRESS SCRIPTS HOLDING CO2003-09-182018-12-21$116,713$116,713$116,713
BOEING CO2015-01-152019-10-21$18,428$7,318$11,110$11,110
BOEING CO2018-12-282019-10-21$4,607$4,446$161$161
BOEING CO2019-04-182019-10-21$6,582$7,612-$1,030-$1,030
BOEING CO2019-06-202019-10-21$7,898$8,919-$1,021-$1,021
COMCAST CORP CL A2019-02-042019-10-17$14,354$11,480$2,874$2,874
COMCAST CORP CL A2018-07-302019-10-17$3,931$3,050$881$881
CME GROUP INC2013-12-272019-10-17$16,528$6,166$10,362$10,362
ACCENTURE PLC2017-01-312019-10-17$14,677$8,957$5,720$5,720
RAYTHEON CO2018-12-122019-10-17$10,285$8,896$1,389$1,389
RAYTHEON CO2019-02-042019-10-17$8,470$7,309$1,161$1,161
MICROSOFT CORP2013-12-272019-10-17$1,950$522$1,428$1,428
APPLE INC2013-12-272019-10-17$19,676$6,718$12,958$12,958
RAYTHEON CO2018-11-092019-10-17$10,487$9,775$712$712
MICROSOFT CORP2019-08-092019-10-17$16,578$16,417$161$161
MEDTRONIC PLC2015-01-272019-10-17$22,223$15,512$6,711$6,711
WALMART INC2018-10-032019-10-17$7,318$5,780$1,538$1,538
WALMART INC2018-11-092019-10-17$7,558$6,651$907$907
ACCENTURE PLC2017-04-262019-10-17$5,016$3,216$1,800$1,800
ACCENTURE PLC2016-11-042019-10-17$45,517$28,796$16,721$16,721
MEDTRONIC PLC2015-01-272019-09-19$9,767$6,659$3,108$3,108
CROWN CASTLE INTERNATIONAL2019-01-092019-09-19$564$420$144$144
CROWN CASTLE INTERNATIONAL2018-11-092019-09-19$8,886$6,954$1,932$1,932
PROCTER & GAMBLE CO/THE2017-08-212019-09-19$7,564$5,754$1,810$1,810
AIR PRODUCTS & CHEMICALS INC2015-04-092019-09-19$8,046$4,989$3,057$3,057
ACCENTURE PLC2017-04-262019-09-19$4,105$2,501$1,604$1,604
PROCTER & GAMBLE CO/THE2017-05-262019-09-19$4,270$3,052$1,218$1,218
ACCENTURE PLC2019-01-092019-09-19$2,932$2,201$731$731
JOHNSON & JOHNSON2019-07-022019-09-06$9,252$10,038-$786-$786
JOHNSON & JOHNSON2019-05-202019-09-06$36,364$39,151-$2,787-$2,787
CARNIVAL CORP2019-06-122019-07-02$7,443$8,579-$1,136-$1,136
CARNIVAL CORP2019-05-202019-07-02$7,396$8,388-$992-$992
CARNIVAL CORP2019-02-272019-07-02$24,270$30,336-$6,066-$6,066
CARNIVAL CORP2019-03-182019-07-02$7,212$8,925-$1,713-$1,713
CARNIVAL CORP2019-04-182019-07-02$8,413$9,788-$1,375-$1,375
CARNIVAL CORP2019-04-032019-07-02$6,980$8,028-$1,048-$1,048
CORTEVA INC2018-02-072019-06-12$1,527$2,257-$730-$730
CORTEVA INC2017-11-142019-06-12$3,247$4,580-$1,333-$1,333
DUPONT DE NEMOURS INC2018-01-172019-06-12$7,183$11,066-$3,883-$3,883
CORTEVA INC2018-01-172019-06-12$2,487$3,888-$1,401-$1,401
CORTEVA INC2018-05-072019-06-12$818$1,093-$275-$275
CORTEVA INC2018-11-092019-06-12$1,352$1,626-$274-$274
CORTEVA INC2019-02-042019-06-12$1,135$1,237-$102-$102
DUPONT DE NEMOURS INC2018-02-072019-06-12$4,441$6,468-$2,027-$2,027
DUPONT DE NEMOURS INC2018-11-092019-06-12$3,931$4,659-$728-$728
DUPONT DE NEMOURS INC2017-11-142019-06-12$9,489$13,192-$3,703-$3,703
DUPONT DE NEMOURS INC2019-02-042019-06-12$3,300$3,544-$244-$244
DUPONT DE NEMOURS INC2018-05-072019-06-12$2,378$3,133-$755-$755
DUPONT DE NEMOURS INC2018-01-172019-06-11$49$75-$26-$26
CORTEVA INC2017-11-142019-06-07$18$24-$6-$6
MEDTRONIC PLC2015-01-272019-05-31$5,465$4,464$1,001$1,001
MEDTRONIC PLC2018-03-262019-05-31$5,928$4,921$1,007$1,007
MONDELEZ INTERNATIONAL2018-10-032019-05-20$2,568$2,127$441$441
MONDELEZ INTERNATIONAL2018-11-092019-05-20$9,171$7,726$1,445$1,445
MICROSOFT CORP2019-02-042019-05-20$8,130$6,764$1,366$1,366
CISCO SYS INC2015-02-252019-05-20$15,979$8,409$7,570$7,570
MONDELEZ INTERNATIONAL2018-10-032019-05-20$2,306$1,910$396$396
AMGEN INC2014-01-232019-05-20$8,459$6,166$2,293$2,293
MICROSOFT CORP2013-12-272019-05-20$1,524$447$1,077$1,077
AIR PRODUCTS & CHEMICALS INC2015-04-092019-05-03$12,456$8,314$4,142$4,142
RAYTHEON CO2018-07-302019-05-03$5,721$6,235-$514-$514
RAYTHEON CO2018-11-092019-05-03$5,185$5,452-$267-$267
OCCIDENTAL PETROLEUM CORP2015-12-072019-04-24$9,452$10,725-$1,273-$1,273
OCCIDENTAL PETROLEUM CORP2016-09-012019-04-24$4,726$5,949-$1,223-$1,223
OCCIDENTAL PETROLEUM CORP2018-03-262019-04-24$4,908$5,354-$446-$446
OCCIDENTAL PETROLEUM CORP2018-08-102019-04-24$8,059$10,421-$2,362-$2,362
OCCIDENTAL PETROLEUM CORP2018-12-072019-04-24$24,237$27,052-$2,815-$2,815
OCCIDENTAL PETROLEUM CORP2015-11-032019-04-24$17,875$22,649-$4,774-$4,774
OCCIDENTAL PETROLEUM CORP2017-01-312019-04-24$5,211$5,825-$614-$614
OCCIDENTAL PETROLEUM CORP2016-07-132019-04-24$10,967$13,880-$2,913-$2,913
ACCENTURE PLC2019-01-092019-04-18$8,929$7,336$1,593$1,593
ANALOG DEVICES INC2017-12-012019-04-18$8,128$5,968$2,160$2,160
CISCO SYS INC2015-02-252019-04-18$14,292$7,494$6,798$6,798
DOW INC2017-11-142019-04-08$39$46-$7-$7
BOEING CO2018-12-122019-03-12$10,213$8,902$1,311$1,311
BOEING CO2018-12-282019-03-12$2,269$1,905$364$364
NEWELL BRANDS INC2013-12-272019-02-27$12,805$24,657-$11,852-$11,852
NEWELL BRANDS INC2017-08-212019-02-27$2,762$8,010-$5,248-$5,248
NEWELL BRANDS INC2017-02-152019-02-27$2,913$8,225-$5,312-$5,312
NEWELL BRANDS INC2018-05-072019-02-27$4,556$7,521-$2,965-$2,965
GENERAL DYNAMICS CORP2013-12-272019-02-27$37,100$20,902$16,198$16,198
GENERAL DYNAMICS CORP2018-11-092019-02-27$6,914$7,538-$624-$624
NEWELL BRANDS INC2017-03-222019-02-27$2,009$5,770-$3,761-$3,761
GENERAL DYNAMICS CORP2018-07-302019-02-27$4,890$5,753-$863-$863
NEWELL BRANDS INC2013-12-272019-02-27$5,184$10,121-$4,937-$4,937
MERCK & CO INC NEW2015-01-152019-02-04$9,278$7,529$1,749$1,749
AT&T INC2017-04-262019-02-04$4,676$6,386-$1,710-$1,710
AT&T INC2016-04-272019-02-04$7,043$9,199-$2,156-$2,156
PFIZER INC2015-09-292019-02-04$676$499$177$177
PFIZER INC2018-02-072019-02-04$1,818$1,525$293$293
PFIZER INC2016-12-022019-02-04$12,640$9,465$3,175$3,175
AMGEN INC2014-01-232019-02-04$927$617$310$310
AMGEN INC2014-03-212019-02-04$7,605$5,061$2,544$2,544
CME GROUP INC2013-12-272019-01-22$8,345$3,557$4,788$4,788
GENERAL DYNAMICS CORP2018-10-032019-01-09$2,561$3,281-$720-$720
GENERAL DYNAMICS CORP2018-07-302019-01-09$3,361$4,166-$805-$805
GENERAL DYNAMICS CORP2018-10-032019-01-09$3,361$4,323-$962-$962
APPLE INC2013-12-272019-01-09$20,354$10,638$9,716$9,716
GENERAL DYNAMICS CORP2018-01-172019-01-09$5,122$6,673-$1,551-$1,551
CME GROUP INC2013-12-272018-12-07$15,386$6,482$8,904$8,904
PFIZER INC2018-02-072018-12-07$4,619$3,690$929$929
PFIZER INC2016-07-132018-12-07$4,575$3,739$836$836
PFIZER INC2016-07-132018-12-07$6,130$5,013$1,117$1,117
SCHLUMBERGER LTD2014-02-052018-12-07$17,964$35,479-$17,515-$17,515
SCHLUMBERGER LTD2017-01-312018-12-07$3,183$6,097-$2,914-$2,914
SCHLUMBERGER LTD2016-07-192018-12-07$3,837$7,036-$3,199-$3,199
SCHLUMBERGER LTD2018-02-072018-12-07$5,058$8,203-$3,145-$3,145
SCHLUMBERGER LTD2016-05-202018-12-07$8,110$13,917-$5,807-$5,807
SCHLUMBERGER LTD2016-09-012018-12-07$3,314$5,960-$2,646-$2,646
CME GROUP INC2015-09-292018-12-07$938$451$487$487
SCHLUMBERGER LTD2017-04-202018-12-07$4,186$7,382-$3,196-$3,196
RESIDEO TECHNOLOGIES INC2017-08-212018-11-09$272$303-$31-$31
RESIDEO TECHNOLOGIES INC2017-05-022018-11-09$207$223-$16-$16
RESIDEO TECHNOLOGIES INC2017-04-262018-11-09$174$187-$13-$13
MERCK & CO INC NEW2015-01-152018-11-09$17,326$14,373$2,953$2,953
APPLE INC2013-12-272018-11-09$15,412$6,079$9,333$9,333
RESIDEO TECHNOLOGIES INC2018-01-172018-11-09$171$222-$51-$51
RESIDEO TECHNOLOGIES INC2017-02-152018-11-09$896$912-$16-$16
BRISTOL MYERS SQUIBB CO2018-09-042018-11-09$27,069$30,777-$3,708-$3,708
RESIDEO TECHNOLOGIES INC2017-02-152018-11-01$14$15-$1-$1
FieldValueIRS element (for citing)
Capital Gain Net Income-$33,240CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,476,716AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$30,014,932NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049199DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,384,174AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$25,116,329NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055111DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,350,683AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$26,301,421NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051354DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,454,658AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$28,006,637NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051940DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,232,479AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$29,181,602NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.042235DistributionYr5Rt
Total Distribution0.249839TotalDistributionRt
Average Distribution0.049968AverageDistributionRt
Net Vl Noncharitable Assets$31,411,310NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,569,560AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,463NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,572,023AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,738,728QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,463InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,463SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,463TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$12,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$9,537OverpaymentAmt
Applied To ES Tax$9,537AppliedToESTaxAmt
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
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1TAXPAYERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5168696700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11520 NORTHERN BLVDAddressLine1Txt
CityMANHASSETCityNm
State AbbreviationNYStateAbbreviationCd
ZIP110303006ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FRED COLIN
1520 NORTHERN BOULEVARDMANHASSETNY11030DIRECTOR0.00$0$0$0
BARBARA F COLIN
1520 NORTHERN BOULEVARDMANHASSETNY11030DIRECTOR0.00$0$0$0
EVA USDAN
775 PARK AVENUENEW YORKNY10021DIRECTOR0.00$0$0$0
SAMUEL F COLIN
50 LAKE ROADRYENY10580DIRECTOR0.00$0$0$0
REBECCA COLIN
723 LAKE AVENUEGREENWICHCT06830DIRECTOR0.00$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

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$29,957,654AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,932,001AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$31,889,655TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$31,889,655AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$478,345CashDeemedCharitableAmt
Net Vl Noncharitable Assets$31,411,310NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,570,566MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,570,566MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,463TaxBasedOnInvestmentIncomeAmt
Total Tax$2,463TotalTaxAmt
Distributable Before Adj$1,568,103DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,568,103DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,568,103DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,738,728ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,738,728QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,463PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,736,265AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,568,103DistributableAsAdjustedAmt
Undistributed Income PY$1,078,283UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,738,728QualifyingDistributionsAmt
Applied To Year1$1,078,283AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$660,445AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$907,658UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerFRED COLINContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonFRED COLINRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11520 NORTHERN BLVDAddressLine1Txt
CityMANHASSETCityNm
State AbbreviationNYStateAbbreviationCd
ZIP110303006ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5168696700RecipientPhoneNum
Form And Info And MaterialsNONEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
92ND STREET Y
1395 LEXINGTON AVENUENEW YORKNY10128NONEPUBLICGENERAL CHARITABLE$125,000
ALS FOUNDATION FOR LIFE
PO BOX 96NATICKMA01760NONEPUBLICGENERAL CHARITABLE$1,000
AMERICAN CANCER SOCIETY
PO BOX 249OLD WESTBURYNY11568NONEPUBLICGENERAL CHARITABLE$500
AMERICAN CANCER SOCIETY
75 DAVID DRIVEHAUPPAUGENY11788NONEPUBLICGENERAL CHARITABLE$2,500
AMERICAN ISRAEL EDUCATION FOUNDATION
251 H STREET NWWASHINGTONDC20001NONEPUBLICGENERAL CHARITABLE$75,000
ANIMAL MEDICAL CENTER
510 EAST 62ND STREETNEW YORKNY10065NONEPUBLICGENERAL CHARITABLE$100,000
ARCHIPELAGO BOOKS
232 3RD STREETBROOKLYNNY11215NONEPUBLICGENERAL CHARITABLE$250
AVON THEATRE FILM CENTER
8 SOUND SHORE DRIVEGREENWICHCT06830NONEPUBLICGENERAL CHARITABLE$1,550
BALLET THEATRE FOUNDATION
890 BROADWAY THIRD FLOORNEW YORKNY10003NONEPUBLICGENERAL CHARITABLE$25,000
BIG BROTHER BIG SISTER OF LONG ISLAND
70 ACORN LANELEVITTOWNNY11756NONEPUBLICGENERAL CHARITABLE$2,500
BOSTON MARATHON JIMMY FUND WALK
PO BOX 3595BOSTONMA022413595NONEPUBLICGENERAL CHARITABLE$2,000
BOYS HOPE GIRLS HOPE SAN FRANCISCO
PO BOX 347359SAN FRANCISCOCA94134NONEPUBLICGENERAL CHARITABLE$1,000
BROOKLYN ACADEMY OF MUSIC
30 LAFAYETTE AVENUEBROOKLYNNY112171486NONEPUBLICGENERAL CHARITABLE$50,000
BRUCE AND MARSHA MOSKOWITZ FOUNDATION INC
223 SUNSET AVENUE SUITE 200PALM BEACHFL33480NONEPUBLICGENERAL CHARITABLE$30,000
CAMP SUNSHINE
35 ACADIA ROADCASCOME04015NONEPUBLICGENERAL CHARITABLE$1,000
CANSTRUCTION LONG ISLAND INC
339 HICKSVILLE ROAD 59BETHPAGENY11932NONEPUBLICGENERAL CHARITABLE$1,000
CARE
PO BOX 1870MERRIFIELDVA221169646NONEPUBLICGENERAL CHARITABLE$250
CENTER FOR THERAPEUTIC RIDING OF THE EAST END
PO BOX 1148BRIDGEHAMPTONNY11932NONEPUBLICGENERAL CHARITABLE$2,500
CHARLEYS FUND
635 MAIN STREETGREAT BARRINGTONMA01230NONEPUBLICGENERAL CHARITABLE$5,000
CHILDREN'S HARBOR INC
1 OUR CHILDRENS WAYALEXANDRIA CITYAL35010NONEPUBLICGENERAL CHARITABLE$5,000
CHILDREN OF ARMENIA FUND
149 5TH AVENUE SUITE 500NEW YORKNY10010NONEPUBLICGENERAL CHARITABLE$1,470
CLARK UNIVERSITY
950 MAIN STREETWORCESTERMA016101477NONEPUBLICGENERAL CHARITABLE$102,000
COLUMBIA UNIVERSITY - EVAN JOHNSON RESEARCH FUND
100 HAVEN AVENUE SUITE 29DNEW YORKNY10032NONEPUBLICGENERAL CHARITABLE$60,000
COLUMBIA UNIVERSITY - MARY D'ALTON FUND
100 HAVEN AVENUE SUITE 29DNEW YORKNY10032NONEPUBLICGENERAL CHARITABLE$60,000
CT AGAINST GUN VIOLENCE
PO BOX 123RIDGEFIELDCT06877NONEPUBLICGENERAL CHARITABLE$1,000
DOCOTRS WITHOUT BORDERS USA
PO BOX 5030HAGERSTOWNMD217415030NONEPUBLICGENERAL CHARITABLE$1,500
FAIRFIELD UNIVERSITY
1073 N BENSON ROADFAIRFIELDCT06824NONEPUBLICGENERAL CHARITABLE$15,000
FAMILY SERVICE LEAGUE
790 PARK AVENUEHUNTINGTONNY11743NONEPUBLICGENERAL CHARITABLE$2,000
FRIENDS OF LINCOLN CENTER
70 LINCOLN CENTER PLAZANEW YORKNY101330008NONEPUBLICGENERAL CHARITABLE$100
FRIENDS OF THE HIGH LINE
PO BOX 30968NEW YORKNY10011NONEPUBLICGENERAL CHARITABLE$150
FRIENDS OF THE IDF
1430 BROADWAY SUITE 1301NEW YORKNY10018NONEPUBLICGENERAL CHARITABLE$50,000
FRIENDS OF WRITERS
PO BOX 677MONTPELIERVT05602NONEPUBLICGENERAL CHARITABLE$3,000
GCDS (PROJECT BLESSING)
PO BOX 623GREENWICHCT06836NONEPUBLICGENERAL CHARITABLE$1,000
GLEN OAKS CLUB - PHILANTHROPIC FUND
PO BOX 249OLD WESTBURYNY11568NONEPUBLICGENERAL CHARITABLE$500
GREENWICH COUNTRY DAY SCHOOL
401 OLD CHURCH ROADGREENWICHCT06830NONEPUBLICGENERAL CHARITABLE$50,000
GREENWICH HOSPITAL FOUNDATION NOEL APPEAL
35 RIVER ROADCOS COBCT06807NONEPUBLICGENERAL CHARITABLE$150,000
GREENWICH INTERNATIONAL FILM FESTIVAL
0 HORSENECK LANEGREENWICHCT06830NONEPUBLICGENERAL CHARITABLE$5,000
HUMANE SOCIETY OF WESTCHESTER
70 PORTMAN ROADNEW ROCHELLENY10801NONEPUBLICGENERAL CHARITABLE$5,000
IMPACT FAIRFIELD COUNTY
PO BOX 7666GREENWICHCT06836NONEPUBLICGENERAL CHARITABLE$1,000
INTERFAITH NUTRITION NETWORK
211 FULTON AVENUEHEMPSTEADNY115503928NONEPUBLICGENERAL CHARITABLE$2,000
ISLAND HARVEST
199 SECOND STREETMINEOLANY11501NONEPUBLICGENERAL CHARITABLE$3,000
JOHN HOPKINS UNIVERSITY - KIMMEL CANCER CENTER DEVELOPMENT
750 EAST PRATT STREET SUITE 1700BALTIMOREMD21202NONEPUBLICGENERAL CHARITABLE$25,000
LEUKEMIA & LYMPHOMA SOCIETY
300 ROBBINS LANESYOSSETNY11791NONEPUBLICGENERAL CHARITABLE$2,500
LINCOLN CENTER FOR THE PERFORMING ARTS
70 LINCOLN CENTER PLAZANEW YORKNY10023NONEPUBLICGENERAL CHARITABLE$2,700
MASSACHUSETTS ASSOCAITON OF EARLY EDUCATION AND CARE
405 GROVE STREET SUITE 201WORCESTERMA01605NONEPUBLICGENERAL CHARITABLE$1,000
MEMORIAL SLOAN KETTERING CANCER CENTER
885 2ND AVENUE 8TH FLOORNEW YORKNY10017NONEPUBLICGENERAL CHARITABLE$100,000
MEMORIAL SLOAN KETTERING CANCER CENTER - FRED'S FUND
PO BOX 27432NEW YORKNY100877432NONEPUBLICGENERAL CHARITABLE$500
METROPOLITAN MUSEUM OF MODERN ART
11 WEST 53RD STREETNEW YORKNY10019NONEPUBLICGENERAL CHARITABLE$1,833
MICHAEL J FOX FOUNDATION
498 SEVENTH AVENUE 18TH FLOORNEW YORKNY10065NONEPUBLICGENERAL CHARITABLE$2,500
MOUNT SINAI SCHOOL OF MEDICINE
ONE GUSTAVE L LEVY PLACENEW YORKNY100296574NONEPUBLICGENERAL CHARITABLE$30,000
MUSEUM OF MODERN ART
11 WEST 53RD STREETNEW YORKNY100195498NONEPUBLICGENERAL CHARITABLE$360
NATIONAL AUDUBON SOCIETY
PO BOX 97188WASHINGTONDC200907188NONEPUBLICGENERAL CHARITABLE$115
NATIONAL MULTIPLE SCLEROSIS SOCIETY
40 MARCUS DRIVE STE 100MELVILLENY11747NONEPUBLICGENERAL CHARITABLE$1,000
NEW YORK PRESBYTERIAN HOSPITAL
525 EAST 68TH STREET BOX 123NEW YORKNY10065NONEPUBLICGENERAL CHARITABLE$50,000
NEW YORK PUBLIC RADIO
PO BOX 1550NEW YORKNY101161550NONEPUBLICGENERAL CHARITABLE$100
NORTH SHORE CHILD & FAMILY GUIDANCE CENTER
480 OLD WESTBURY ROADROSLYN HEIGHTSNY115772215NONEPUBLICGENERAL CHARITABLE$3,000
NORTHWELL HEALTH FOUNDATION
2000 MARCUS AVENUENEW HYDE PARKNY11042NONEPUBLICGENERAL CHARITABLE$150,000
NYU LANGONE MEDICAL CENTER
24 WEST FOURTH STREET 4TH FLOORNEW YORKNY10012NONEPUBLICGENERAL CHARITABLE$10,000
NYU SCHOOL OF MEDICINE - DEPARTMENT OF DERMATOLOGY
550 FIFTH AVENUENEW YORKNY10016NONEPUBLICGENERAL CHARITABLE$10,000
NYU STERN BUSINESS SCHOOL
40 WEST FOURTH STREETNEW YORKNY10012NONEPUBLICGENERAL CHARITABLE$1,000
PLANNED PARENTHOOD OF NASSAU COUNTY INC
540 FULTON AVENUEHEMPSTEADNY11550NONEPUBLICGENERAL CHARITABLE$2,000
PREP FOR PREP
328 WEST 71ST STREETNEW YORKNY10023NONEPUBLICGENERAL CHARITABLE$2,000
PROJECT UNDERSTANDING
3 FAIRFIELD DRIVEDIX HILLSNY11746NONEPUBLICGENERAL CHARITABLE$500
RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS
701 OKEECHOBEE BLVDWEST PALM BEACHFL33401NONEPUBLICGENERAL CHARITABLE$1,500
RECONSTRUCTIONIST SYNAGOGUE OF THE NORTH SHORE
1001 PLANDOME ROADPLANDOMENY110301334NONEPUBLICGENERAL CHARITABLE$69,130
SOLOMON R GUGGENHEIM MUSEUM AND FOUNDATION
1071 FIFTH AVENUENEW YORKNY10128NONEPUBLICGENERAL CHARITABLE$140
ST FRANCIS HOSPITAL FOUNDATION
100 PORT WASHINGTON BLVDROSLYNNY11576NONEPUBLICGENERAL CHARITABLE$125,000
STAMFORD MUSEUM & NATURE CENTER
39 SCOFIELDTOWN ROADSTAMFORDCT06903NONEPUBLICGENERAL CHARITABLE$1,000
TEMPLE SHOLOM
300 E PUTNAM AVENUEGREENWICHCT06830NONEPUBLICGENERAL CHARITABLE$2,000
THE BARNES FOUNDATION
2025 BENJAMIN FRANKLIN PARKWAYPHILADELPHIAPA19130NONEPUBLICGENERAL CHARITABLE$103
THE BENNETT CANCER CENTER
1351 WASHINGTON BLVDSTAMFORDCT06902NONEPUBLICGENERAL CHARITABLE$10,000
THE FRICK COLLECTION
1 EAST 70TH STREETNEW YORKNY100214907NONEPUBLICGENERAL CHARITABLE$140
THE GREENWICH TEEN CENTER INC
PO BOX 1339GREENWICHCT06836NONEPUBLICGENERAL CHARITABLE$1,500
THE GREENWICH TOWN PARTY INC
PO BOX 59GREENWICHCT06836NONEPUBLICGENERAL CHARITABLE$27,600
THE JEWISH MUSEUM
1109 5TH AVENUENEW YORKNY10128NONEPUBLICGENERAL CHARITABLE$144
THE METROPOLITAN OPERA
1 LINCOLN CENTERNEW YORKNY10023NONEPUBLICGENERAL CHARITABLE$60,000
THE NATURE CONSERVANCY
250 LAWRENCE HILL ROADCOLD SPRING HARBORNY11724NONEPUBLICGENERAL CHARITABLE$250
THE NORWALK FIREFIGHTERS
121 CONNECTICUT AVENUENORWALKCT06854NONEPUBLICGENERAL CHARITABLE$1,000
THE ROCKEFELLER UNIVERSITY
1230 YORK AVENUE BOX 164NEW YORKNY10065NONEPUBLICGENERAL CHARITABLE$2,000
THE STANWICH SCHOOL
257 STANWICH ROADGREENWICHCT06830NONEPUBLICGENERAL CHARITABLE$30,000
UJA FEDERATION OF JEWISH PHILANTHROPIES OF NY INC
130 EAST 59TH STREETNEW YORKNY10022NONEPUBLICGENERAL CHARITABLE$12,000
USDAN SUMMER CAMP FOR THE ARTS
185 COLONIAL SPRINGS ROADWHEATLEY HEIGHTSNY11798NONEPUBLICGENERAL CHARITABLE$20,000
WEILL CORNELL MEDICINE
1300 YORK AVENUE BOX 314NEW YORKNY10065NONEPUBLICGENERAL CHARITABLE$10,000
WHITNEY MUSEUM OF AMERICAN ART
945 MADISON AVENUE AT 75TH STREETNEW YORKNY10021NONEPUBLICGENERAL CHARITABLE$204
WORLD JEWISH CONGRESS
501 MADISON AVENUENEW YORKNY10022NONEPUBLICGENERAL CHARITABLE$250
WORLD WILDLIFE FUND
1250 TWENTY-FOURTH ST NWWASHINGTONDC200371175NONEPUBLICGENERAL CHARITABLE$50
YMCA OF GREENWICH
50 E PUTNAM AVENUEGREENWICHCT06830NONEPUBLICGENERAL CHARITABLE$3,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,718,389TotalGrantOrContriPdDurYrAmt
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$399,781ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$33,240ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$366,541ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$366,541TotalIncomeProducingActyAmt

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line11704 EU REALTY LPBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11520 NORTHERN BLVDAddressLine1Txt
CityMANHASSETCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11030ZIPCd
FieldValueIRS element (for citing)
Total Contributions$883,408TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
113,666.4798 SHARES COCA COLA COMPANY STOCK$677,9702018-12-12
12,109 SHARES EXPRESS SCRIPTS HOLDING CO. STOCK$205,4382018-12-12

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3,511 SHS BERKSHIRE HATHAWAY-CLASS B$508,471$746,368
3,233.1380 SHS CISCO SYSTEMS INC$62,426$153,606
15,003.801 SHS MICROSOFT CORP$720,754$2,151,095
FIRST BIOMED LIMITED$2,500,000$5,728,689
29,155.2615 SHS EXXONMOBIL CORP.$1,205,221$1,970,021
6,759.4504 SHS ROYAL DUTCH SHELL$238,821$391,845
3,600 SHS AMERICAN WATER WORKS CO., INC.$71,980$443,772
2,100 SHS ANHEUSER-BUSCH INBEV$122,435$169,617
3,359.5330 SHS APPLE INC.$281,730$835,717
14,900 SHS APPROACH RESOURCES INC$334,847$1,371
3,550 SHS JPMORGAN CHASE & CO$199,255$443,466
3,260.102 SHS VISA INC$173,426$583,102
7,000 SHS ARAMARK$189,121$306,320
CITI MANAGED FUND$2,285,190$3,774,159
4,900 SHS CITIZENS FINANCIAL GROUP, INC$116,901$172,284
14,979.1690 SHS COCA COLA COMPANY$731,208$815,316
2,485.59 SHS NORTHROP GRUMMAN CORP$358,223$876,121
1,500 SHS WAL-MART STORES INC$100,210$175,890
12,500 SHS ALLY FINANCIAL INC$275,623$382,875
8,600 SHS ORACLE CORP$350,068$468,614
461 SHS AUTOZONE INC$233,370$527,559
13,400 SHS DISCOVERY COMMUNICATIONS INC$361,969$338,216
950 SHS FEDEX CORP$194,790$145,027
2,200 SHS OMNICOM GROUP INC$186,754$169,818
1,700 SHS S&P GLOBAL INC$192,171$438,583
3,700 SHS ALTRIA GROUP INC$273,467$165,723
3,200 SHS DANAHER CORP$264,608$441,024
6,100 SHS ENANTA PHARMACEUTICALS, INC$285,529$371,368
4,400 SHS MERCK KGAA$434,542$524,686
582.14 SHS CIGNA CORP$212,462$103,889
31 SHS WABTECH CORPORATION$2,439$2,150

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$3,879,037USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$3,879,037USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$50,000StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$50,000StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
WEXFORD PARTNERS 10, L.P.AT COST$591,032$311,815
SMSF, LLC (HEDGE FORUM)AT COST$11,259$0
HSBC MM FUNDAT COST$34,018$34,018
FMC MM FUND # 1AT COST$375,756$375,756
CITI INVESTOR M/FAT COST$313,771$313,771
DEUTSCHEBANK M/FAT COST$389,830$389,830
BEP PRIVATE INVESTORS LPAT COST$310,147$460,197
KKR ASIAN FUND II PRIVATE INVESTORS OFFSHORE, LPAT COST$154,429$267,253
FIRST CHINA FUND LLCAT COST$1,036,806$1,299,080
BREP ASIA PRIVATEAT COST$182,813$350,696

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINTEREST RECEIVABLEDesc
BOY Book Value$83BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEE$81,355$61,016$20,339
NYS FILING FEE$750$0$0
BROKERAGE COMMISSION FEES$538$538$0
DELIVERY EXPENSE$8$8$0
NET LOSS FROM PARTNERSHIP INVESTMENTS$64,239$64,239$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX ON INVESTMENT INCOME$21,479$21,479$0
FOREIGN INCOME TAX WITHHELD$6,240$6,240$0

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