BETA

FEIN ROSS FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
FEIN ROSS FAMILY FOUNDATION (EIN 61-1616420)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-13
IRS object ID
202003189349101790
Schema version
2019v5.1
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)
Return2020-11-13T12:32:35-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN130485070PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BERDON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1360 MADISON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN611616420EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FEINROSS FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O MELINHILL CAPITAL LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFEINBusinessNameControlTxt
Phone2129163197PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1335 MADISON AVENUE NO 9 FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSANDER B ROSSPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2129163197PhoneNum
Signature2020-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSANFORD STOLARPreparerPersonNm
PTINP00544600PTIN
Phone2128320400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.125.164.18IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-12IPDt
IP Tm07:56:02IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdCB7BD1F6EF7B0B51FEE2AE6630CF6B00C329C0EDAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,035,500FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$344,374ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$77,043DividendsRevAndExpnssAmt
Dividends Net Invst Incm$76,518DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$44,316NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$403,241GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$73,989CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$465,733TotalRevAndExpnssAmt
Total Net Invst Incm$150,507TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,200AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$8,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$410OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$410OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,610TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,610TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$78,060ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$78,060ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$90,670TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$82,670TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$375,063ExcessRevenueOverExpensesAmt
Net Investment Income$150,507NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$38,160CashBOYAmt
Cash EOY$234,077CashEOYAmt
Cash EOYFMV$234,077CashEOYFMVAmt
Corporate Stock BOY$1,169,079CorporateStockBOYAmt
Corporate Stock EOY$1,364,087CorporateStockEOYAmt
Corporate Stock EOYFMV$1,801,423CorporateStockEOYFMVAmt
Total Assets BOY$1,207,239TotalAssetsBOYAmt
Total Assets EOY$1,598,164TotalAssetsEOYAmt
Total Assets EOYFMV$2,035,500TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,207,239RetainedEarningBOYAmt
Retained Earning EOY$1,598,164RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,207,239TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,598,164TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,207,239TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,598,164TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,207,239TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$375,063ExcessRevenueOverExpensesAmt
Other Increases$15,862OtherIncreasesAmt
Subtotal$1,598,164SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,598,164TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$245,845$209,919$35,926$35,926
PUBLICLY TRADED SECURITIES$155,992$118,865$37,127$37,127
CAPITAL GAINS DIVIDENDS$936$936$936P
FieldValueIRS element (for citing)
Capital Gain Net Income$73,989CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$45,375AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,378,910NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.032906DistributionYr1Rt
Adjusted Qlfy Distri Yr2$25,750AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$997,641NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.025811DistributionYr2Rt
Adjusted Qlfy Distri Yr3$21,800AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$623,604NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.034958DistributionYr3Rt
Adjusted Qlfy Distri Yr4$17,520AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$384,379NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045580DistributionYr4Rt
Adjusted Qlfy Distri Yr5$15,550AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$129,116NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.120434DistributionYr5Rt
Total Distribution0.259689TotalDistributionRt
Average Distribution0.051938AverageDistributionRt
Net Vl Noncharitable Assets$1,738,737NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$90,307AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,505NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$91,812AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$82,670QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,010InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,010SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,010TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,102EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$9,102TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$6,092OverpaymentAmt
Applied To ES Tax$6,092AppliedToESTaxAmt
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
Individual With BooksSANDER B ROSSIndividualWithBooksNm
Phone2129163197PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1240 E 47TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172136ZIPCd
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
CAROL F ROSS
240 EAST 47TH STREET 18ENEW YORKNY100172036PRESIDENT0.25$0$0$0
SANDER B ROSS
240 EAST 47TH STREET 18ENEW YORKNY100172036TREASURER2.00$0$0$0
MELISSA F ROSS
7660 BEVERLY BLVD APT 111LOS ANGELESCA90036DIRECTOR0.00$0$0$0
LINDSEY ROSS NEIMAND
2 LEISURE FARM DRIVEARMONKNY105041925DIRECTOR0.00$0$0$0
HILLARY ROSS POSTERNAK
11 OAK LANESCARSDALENY10583DIRECTOR0.00$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$1,614,864AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$150,351AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,765,215TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,765,215AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,478CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,738,737NetVlNoncharitableAssetsAmt
Minimum Investment Return$86,937MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$86,937MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,010TaxBasedOnInvestmentIncomeAmt
Total Tax$3,010TotalTaxAmt
Distributable Before Adj$83,927DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$83,927DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$83,927DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$82,670ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$82,670QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$82,670AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$83,927DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$7,188ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov$7,188TotalExcessDistributionCyovAmt
Qualifying Distributions$82,670QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$82,670AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$1,257ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,257ExcessDistributionCyovAppCYAmt
Total Corpus$5,931TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$5,931ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCAROL F ROSSContributingManagerNm
Contributing ManagerSANDER B ROSSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AJC GLOBAL JEWISH ADVOCACY
165 EAST 56 STREETNEW YORKNY10022PCRELIGIOUS, COMMUNITY AND EDUCATIONAL ACTIVITIES$10,000
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158PCEDUCATION AND COMBAT DISCRIMINATION$500
BIRTHRIGHT ISRAEL FOUNDATION
33 E 33RD STREET 7TH FLNEW YORKNY10016PCRELIGIOUS, COMMUNITY AND EDUCATIONAL ACTIVITIES$1,000
BROOKLYN LAW SCHOOL
250 JORALEMON STBROOKLYNNY11201PCLAW SCHOOL PROGRAMS AND SCHOLARSHIPS$500
CONVERGENCE CENTER FOR POLICY RESOLUTION
1133 19TH STREET NW SUITE 410WASHINGTONDC20036PCSOCIAL AND POLITICAL AWARENESS PROGRAMS$500
CORNELL UNIVERSITY
130 E SENECA STREET SUITE 400ITHACANY14850PCUNIVERSITY EDUCATION PROGRAMS$9,500
PROJECT RENEWAL
200 VARICK STREETNEW YORKNY10014PCCOMBAT SUBSTANCE ABUSE, AND PROVIDE MENTAL HEALTH SERVICES$360
STUDENT ADVOCACY
3 WEST MAIN STREET SUITE 212NEW YORKNY10523PCADVOCATE FOR STUDENT RIGHTS$500
STUDENT ASSISTANCE SERVICES CORPORATION
660 WHITE PLAINDS ROADTARRYTOWNNY10591PCCOMBAT SUBSTANCE ABUSE, BULLYING, AND PROVIDE MENTAL HEALTH SERVICES$5,000
THE NATIONAL MS SOCIETY
733 3RD AVENUENEW YORKNY10017PCRESEARCH AND ASSITANCE PROGRAMS FOR MULTIPLE SCLEROSIS$500
THE SMART RIDE
1314 E LAS OLAS BLVD STE 302FORT LAUDERDALEFL33301PCRESEARCH AND ASSITANCE PROGRAMS FOR AIDS/HIV$250
UJA FEDERATION NEW YORK
130 EAST 59TH STREETNEW YORKNY10022PCRELIGIOUS, COMMUNITY AND EDUCATIONAL ACTIVITIES$1,000
UJA FEDERATION NEW YORK
130 EAST 59TH STREETNEW YORKNY10022PCRELIGIOUS, COMMUNITY AND EDUCATIONAL ACTIVITIES$7,000
UNIVERSITY OF MASSACHUSETTS
388 NORTH PLEASANT STREETAMHERSTMA01002PCUNIVERSITY EDUCATION PROGRAMS$5,000
UNIVERSITY OF MASSACHUSETTS
388 NORTH PLEASANT STREETAMHERSTMA01002PCRELIGIOUS, COMMUNITY AND EDUCATIONAL ACTIVITIES$6,000
UNIVERSITY OF PENNSYLVANIA
2929 WALNUT STREET SUITE 300PHILADELPHIAPA19104PCLAW SCHOOL PROGRAMS AND SCHOLARSHIPS$2,500
WESTCHESTER JEWISH COMMUNITY SERVICES
845 NORTH BROADWAYWHITE PLAINSNY10603PCRELIGIOUS, COMMUNITY AND EDUCATIONAL ACTIVITIES$750
AJC GLOBAL JEWISH ADVOCACY
165 EAST 56 STREETNEW YORKNY10022PCRELIGIOUS, COMMUNITY AND EDUCATIONAL ACTIVITIES$5,000
UJA FEDERATION NEW YORK
130 EAST 59TH STREETNEW YORKNY10022PCRELIGIOUS, COMMUNITY AND EDUCATIONAL ACTIVITIES$500
UJA FEDERATION NEW YORK
130 EAST 59TH STREETNEW YORKNY10022PCRELIGIOUS, COMMUNITY AND EDUCATIONAL ACTIVITIES$5,000
BROOKLYN LAW SCHOOL
250 JORALEMON STBROOKLYNNY11201PCLAW SCHOOL PROGRAMS AND SCHOLARSHIPS$500
WESTCHESTER JEWISH COMMUNITY SERVICES
845 NORTH BROADWAYWHITE PLAINSNY10603PCRELIGIOUS, COMMUNITY AND EDUCATIONAL ACTIVITIES$1,500
CORNELL UNIVERSITY
130 E SENECA STREET SUITE 400ITHACANY14850PCUNIVERSITY EDUCATION PROGRAMS$10,000
LITERACY PARTNERS
75 MAIDEN LANE SUITE 1102NEW YORKNY10038PCCOMMUNITY AND EDUCATIONAL ACTIVITIES$500
WESTCHESTER CHILDREN'S ASSOCIATION
470 MAMARONECK AVENUE SUITE 304WHITE PLAINSNY10605PCIMPROVE THE LIVES OF WESTCHESTER'S YOUNG PEOPLE$1,000
TENEMENT MUSEUM
103 ORCHARD STREETNEW YORKNY10002PCEMBRACES AND VALUES THE ROLE OF IMMIGRATION IN THE EVOLVING AMERICAN IDENTITY$200
DOROT
171 W 85TH STNEW YORKNY10024PCENHANCING THE LIVES OF OLDER ADULTS AND BRINGING GENERATIONS TOGETHER.$1,000
LOGTV
1155 WARBURTON AVE SUITE 5SYONDERSNY10701PCEDUCATIONAL DOCUMENTARY FILMS AND EDUCATIONAL PROGRAMMING$500
PLANNED PARENTHOOD
123 WILLIAM STREET 10TH FLOORNEW YORKNY10038PCREPRODUCTIVE HEALTH CARE$500
SANCTUARY FOR FAMILIES
80 CENTRE STREETNEW YORKNY10013PCREBUILD LIVES IN THE AFTERMATH OF ABUSE$500
JERICHO PROJECT
245 WEST 29TH STREET SUITE 902NEW YORKNY10001PCCOMMUNITY SUPPORTIVE SERVICES$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$78,060TotalGrantOrContriPdDurYrAmt
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$77,043ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$44,316ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$121,359ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$121,359TotalIncomeProducingActyAmt

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 PersonSANDER B ROSS AND CAROL FEIN ROSSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1240 EAST 47TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172136ZIPCd
FieldValueIRS element (for citing)
Total Contributions$344,374TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (24 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1300 CITIBANK$18,0692019-01-15
1500 BLACKROCK ENH CAP(CII)$7,6102019-01-18
1500 SYNCHRONY FINANCE(SYF)$14,9812019-01-25
1775 INVSCO QUAL MUN(IQI)$9,2232019-01-25
1447 NUV MUN CREDIT(NZF)$6,3742019-01-25
1500 BLACKROCK ENH CAP(CII)$7,6652019-01-31
1500 BLACKROCK ENH CAP(CII)$7,7282019-02-04
1300 SYNCHRONY FINANCE(SYF)$9,8782019-03-18
1969 NUV AMT MUN (NEA)$12,8972019-02-20
1600 C&S INF (UTF)$14,8322019-04-02
1600 CENTRAL SEC (CET )$17,6062019-04-09
1150 CITIBANK$9,9442019-04-11
1100 SPDR 500 (SPY)$29,2902019-04-24
1100 SPDR 500 (SPY)$28,8942019-06-11
11108 NUV NY QUAL (NAN)$15,3682019-07-01
11000 BLACKROCK ENH CAP(CII)$16,1152019-07-10
1900 C&S INF (UTF)$23,2742019-08-06
1996 INVESCO QUAL MUN (IQI)$12,7892019-08-12
1600 CENTRAL SEC (CET)$18,4262019-08-21
12000 EV TAX MANG DIV (ETY)$24,3262019-09-12
11033 NUV NY AMT QL (NRK)$13,8112019-09-25
1100 CITIBANK$7,0562019-10-11
1100 BNY STRAT MUN (DSM)$8,6002019-11-22
1300 CENTRAL SEC (CET)$9,6182019-12-11

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBERDON LLPCategoryTxt
Amt$4,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,200DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetMISC INCOMEAssetDesc
How AcquiredPURCHASEDHowAcquiredTxt
Gross Sales Price$468GrossSalesPriceAmt
Sales Expense$0SalesExpenseAmt
Total Net$468TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1,410 DOW DUPONT$57,000$55,897
700 WALT DISNEY CORP$43,945$101,241
1,853 DELTA$80,844$108,363
1,304 INTEL$41,425$78,044
400 VANECK VECTORS$27,726$25,672
500 CINCINNATI BELL$17,276$23,750
4,200 NOVAVAX INC.$41,240$17,376
400 PFIZER INC$14,408$15,672
6,600 NEXPOINT CREDIT$136,062$116,886
900 SPDR TR$225,128$289,674
600 TOMPKINS FINANCE$50,011$54,900
2,000 PIMCO DYNAMIC CREDIT$44,161$50,400
3,800 ARES DYNAMIC CR ALLOCATION$58,597$58,330
3,200 BLACKROCK MULTI-SECTOR INC TR$54,289$51,712
2,900 CLOUGH GLOBAL OPP$32,052$27,376
500 EV TAX MANG$6,082$6,260
3,300 KKR INCOME OPPORTUNITIES$53,397$52,074
8,909 AT&T$64,252$348,164
2,100 ARES CAPITAL CORP$34,462$39,165
2,000 BLACK ROCK ENHCD VALUE$31,508$34,500
350 CITIGROUP$26,742$27,962
1,200 EATON VANCE LTD DURATION FUND$14,474$15,900
800 XIA OCTAGON$6,638$6,472
1,500 CENTRAL SEC$45,650$49,650
4,600 HIGHLAND GLOBAL$56,761$42,964
700 PROSPECT 6.83% OF 29$17,326$18,431
1,033 NUV NY AMT-FREE MUNI$13,811$14,018
1,000 BNY MELLON STRAT (DSM)$8,600$7,990
600 COHEN & STEERS INF$15,516$15,720
600 EV FLOATING RATE (EFT)$7,892$8,232
1,900 PENNANT PARK FLOATING (PFLT)$21,764$23,142
600 OFS CR 6.875% PREF (OCCIP)$15,048$15,486

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEE FOR NY CHAR 500$250$0$250
LAW JOURNAL FEE$160$0$160

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNON DIVIDEND DISTRIBUTIONSDesc
Amt$15,862Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX ON INVESTMENT INCOMECategoryTxt
Amt$8,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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