THE@DAVID HIMELBERG FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE@DAVID HIMELBERG FOUNDATION (EIN 13-7200887)
- Tax period
- 2018-09-01 to 2019-08-31
- Filed
- 2020-04-17
- IRS object ID
- 202001089349100600
- 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
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-17T09:16:02-05:00 | ReturnTs |
| Tax Period End | 2019-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137200887 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID HIMELBERG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 2122970400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | COHNREZNICK 1301 AVE OF AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORMAN HIMELBERG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2122970400 | PhoneNum |
| Signature | 2020-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI ROTHE YOKOBOSKY CPA | PreparerPersonNm |
| PTIN | P01273422 | PTIN |
| Phone | 2122970400 | PhoneNum |
| Preparation | 2020-04-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.59.242.22 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-16 | IPDt |
| IP Tm | 15:40:36 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,295,224 | 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 | $74 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $74 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $206,844 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $206,844 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $663,579 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,942,773 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $663,579 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $94,239 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $964,736 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $870,497 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $109,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $79,625 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $29,775 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,321 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,161 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,160 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $38,924 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $369 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,091 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,046 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $156,736 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $83,200 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,981 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $557,877 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $557,877 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $714,613 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $83,200 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $592,858 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $250,123 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $787,297 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,829,363 | CashBOYAmt |
| Cash EOY | $2,804,156 | CashEOYAmt |
| Cash EOYFMV | $2,804,156 | CashEOYFMVAmt |
| Corporate Stock BOY | $7,264,739 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,536,505 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,491,068 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,094,102 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,340,661 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,295,224 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $9,094,102 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,340,661 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,094,102 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,340,661 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,094,102 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,340,661 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,094,102 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $250,123 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,344,225 | SubtotalAmt |
| Other Decreases | $3,564 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,340,661 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,942,773 | $2,279,192 | $663,581 | $663,581 | |
| ENTERPRISE PRODUCT PARTNERS | $2 | -$2 | -$2 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $663,579 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $351,300 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,793,811 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032546 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $317,260 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,772,349 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.032465 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $625,809 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,740,458 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064248 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $451,611 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,277,012 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043944 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $341,015 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,058,303 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037647 | DistributionYr5Rt |
| Total Distribution | 0.210850 | TotalDistributionRt |
| Average Distribution | 0.042170 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,016,073 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $464,548 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,873 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $472,421 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $592,858 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $7,873 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,873 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,873 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,250 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,250 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $315 | EsPenaltyAmt |
| Overpayment | $7,062 | OverpaymentAmt |
| Applied To ES Tax | $7,062 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORMAN HIMELBERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122970400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | COHNREZNICK 1301 AVENUE OF THE | AddressLine1Txt |
| Address Line2 | AMERICAS 10TH FL | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2017 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| NORMAN HIMELBERG | |||||||||
| CONHREZNICK 1301 AVENUE OF THE | AMERICAS 10TH FL | NEW YORK | NY | 10019 | TRUSTEE | 40.00 | $99,700 | $0 | $0 |
| RACHAEL S BROOKS | |||||||||
| CONHREZNICK 1301 AVENUE OF THE | AMERICAS 10TH FL | NEW YORK | NY | 10019 | DIRECTOR | 5.00 | $9,700 | $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 | $8,808,215 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,375,615 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,183,830 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,183,830 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $167,757 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,016,073 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $550,804 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $550,804 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,873 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,873 | TotalTaxAmt |
| Distributable Before Adj | $542,931 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $542,931 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $542,931 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $592,858 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $592,858 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,873 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $584,985 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $542,931 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $527,590 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Total For Prior Years | $90,283 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $592,858 | QualifyingDistributionsAmt |
| Applied To Year1 | $502,575 | AppliedToYear1Amt |
| Applied To Prior Years | $90,283 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $90,283 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $25,015 | Taxable2Amt |
| Undistributed Income CY | $542,931 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE INC | ||||||
| 633 THIRD AVENUE 20TH FL | NEW YORK | NY | 10017 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $16,000 |
| AMERICAN DIABETES ASSOCAITION | ||||||
| 2451 CRYSTAL DRIVE SUITE 900 | ARLINGTON | VA | 22202 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $1,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||
| 352 SEVENTH AVENUE SUITE 400 | NEW YORK | NY | 10001 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100,000 |
| AMERICAN RED CROSS | ||||||
| 431 18TH STREET | WASHINGTON | DC | 20006 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $200 |
| AMERICAN SOCIETY OF YAD VASHEM | ||||||
| 500 5TH AVE FL 42 | NEW YORK | NY | 10110 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $3,000 |
| AMERICAN TECHNION SOCIETY | ||||||
| 55 EAST 59TH ST | NEW YORK | NY | 10022 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $15,000 |
| BARTH SYNDROME FOUNDATION | ||||||
| 2005 PALMER AVENUE 1033 | LARCHMONT | NY | 10538 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $500 |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||
| PO BOX 5892 | HICKSVILLE | NY | 11801 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $26,000 |
| BOYS TOWN JERUSALEM | ||||||
| 1 PENN PLAZA SUITE 6250 | NEW YORK | NY | 10119 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $1,000 |
| CHILDRENS VILLAGE OF JERUSALEM INC | ||||||
| 15 BEEKMAN ST | NEW YORK | NY | 10038 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $200 |
| DANA-FARBER CANCER INSTITUTE | ||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02115 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $500 |
| DISABLED AMERICAN VETERANS | ||||||
| 3725 ALEXANDRIA PIKE | COLD SPRING | KY | 41076 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $500 |
| DOCTORS WITHOUT BORDERS | ||||||
| 333 SEVENTH AVE 2ND FLOOR | NEW YORK | NY | 10001 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $1,000 |
| FIDELITY CHARITABLE GIFT FUND | ||||||
| 200 SEAPORT BOULEVARD | BOSTON | MA | 02210 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $130,227 |
| FRIENDS OF THE ISRAEL DEFENCE FORCES | ||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $7,000 |
| FRIENDS OF YAD SARAH | ||||||
| 445 PARK AVENUE SUTE 1702 | NEW YORK | NY | 10022 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $12,000 |
| HADASSAH HOSPITAL | ||||||
| 50 WEST 58TH STREET | NEW YORK | NY | 10019 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $14,000 |
| HIAS US | ||||||
| 1300 SPRING STREET | SILVER SPRING | MD | 20910 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| JARRETTSVILLE ELEMENTRY SCHOOL | ||||||
| 3818 NORRISVILLE RD | JARRETTSVILLE | MD | 21084 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $11,000 |
| JARRETTSVILLE PUBLIC LIBRARY | ||||||
| 3722 NORRISVILLE RD | JARRETTSVILLE | MD | 21084 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $7,000 |
| JEWISH BROADCASTING SYSTEM | ||||||
| POBOX 360 | STAMFORD | CT | 06904 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $7,000 |
| MAKE-A-WISH FOUNDATION | ||||||
| 4742 N 24TH STREET SUITE 400 | PHOENIX | AZ | 85016 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $750 |
| MUSEUM OF JEWISH HERITAGE | ||||||
| 2929 RICHMOND ROAD | BEACHWOOD | OH | 44122 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $800 |
| NATIONAL JEWISH OUTREACH PROGRAM | ||||||
| 989 SIXTH AVENUE 10TH FL | NEW YORK | NY | 10018 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $300 |
| NATIONAL PARK FOUNDATION | ||||||
| 1110 VERMONT AVE NW SUITE 200 | WASHINGTON | DC | 20005 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100 |
| NEW YORK UNIVERSITY | ||||||
| 25 WEST 4TH STREET 4TH FLOOR | NEW YORK | NY | 10012 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| PROSTATE CANCER FOUNDATION | ||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100 |
| SELF-HELP SERVICES CORP | ||||||
| 301 W MAIN ST | DURHAM | NC | 27701 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $3,000 |
| SHAARE ZEDEK MEDICAL CENTER | ||||||
| 8671 WILSHIRE BLVD STE 712 | BEVERLY HILLS | CA | 90211 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $16,000 |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| SIMON WIESENTHAL CENTER | ||||||
| 1399 S ROXBURY 2ND FL | LOS ANGELES | CA | 90035 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $4,000 |
| SPECIAL OLYMPICS NY | ||||||
| 504 BALLTOWN RD | SCHENECTADY | NY | 12304 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| THE BLUE CARD INC | ||||||
| 171 MADISON AVE STE 1405 | NEW YORK | NY | 10016 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| THE HEBREW FREE BURIAL ASSOCIATION | ||||||
| 125 MAIDEN LANE UNIT 5B | NEW YORK | NY | 10038 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $14,000 |
| THE JEWISH CONNECT FEDERATION OF BALTIMORE | ||||||
| 101 W MT ROYAL AVENUE | BALTIMORE | MD | 21201 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $4,500 |
| THE NEW YORK PUBLIC LIBRARY | ||||||
| 476 FIFTH AVE | NEW YORK | NY | 10018 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $500 |
| THE SEEING EYE | ||||||
| POBOX 375 | MORRISTOWN | NJ | 07963 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100 |
| UNITED HATZALAH OF ISRAEL | ||||||
| 205 EAST 42ND STREET 19TH FLOOR | NEW YORK | NY | 10017 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $104,000 |
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NY | ||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $6,000 |
| UNITED STATES HOLOCAUST MUSEUM | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $8,000 |
| WEILL CORNELL MEDICAL CENTER | ||||||
| 100 BROADWAY 8TH FLOOR | NEW YORK | NY | 10005 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $1,000 |
| WORLD JEWISH CONGRESS | ||||||
| POBOX 11032 | LEWISTON | ME | 04243 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $1,000 |
| WOUNDED WARRIOR PROJECT | ||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $557,877 | 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 | $74 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $206,844 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $663,579 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FIDELITY | 01 | $94,325 |
| ENTERPRISE PRODUCT PARTNERS LP | 01 | -$86 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $964,736 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $964,736 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COHNREZNICK | CategoryTxt |
| Amt | $6,321 | Amt |
| Net Investment Income | $3,161 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,160 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROMTHE TAX YEARS ENDING:TAX YEARS: AMOUNT:8/31/18 90,283 | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $6,536,505 | EOYBookValueAmt |
| EOYFMV | $8,491,068 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS ON DONATED STOCK | $3,257 |
| PRIOR PERIOD ADJUSTMENT | $307 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $45 | $45 | $0 |
| NYS FILING FEE | $750 | $0 | $750 |
| OTHER | $1,296 | $0 | $1,296 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| FIDELITY | $94,325 | $94,325 |
| ENTERPRISE PRODUCT PARTNERS LP | -$86 | -$86 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $369 | $369 | $0 |
| EXCISE TAX | $38,555 | $0 | $0 |
Comments