EMANUEL & RIANE GRUSS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- EMANUEL & RIANE GRUSS CHARITABLE FOUNDATION INC (EIN 13-2969811)
- Tax period
- 2018-04-01 to 2019-03-31
- Filed
- 2020-02-07
- IRS object ID
- 202010389349100601
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-07T10:43:57-06:00 | ReturnTs |
| Tax Period End | 2019-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132620561 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNICK GARBER & SANDLER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MADISON AVENUE 16TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132969811 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMANUEL & RIANE GRUSS CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMAN | BusinessNameControlTxt |
| Phone | 2125573900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 EAST 79TH STREET NO 15G | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RIANE GRUSS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125573900 | PhoneNum |
| Signature | 2020-01-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELE ROSENBERG | PreparerPersonNm |
| PTIN | P01346138 | PTIN |
| Phone | 2125573900 | PhoneNum |
| Preparation | 2020-01-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.79.106.137 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-01-10 | IPDt |
| IP Tm | 17:37:30 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C368939C60773483BFB1E01D6FA9F0705330DFBB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,082,933 | 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 | $2,006 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,006 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $209,420 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $209,420 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $124,029 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,129,704 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $124,029 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $290 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $290 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $335,745 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $335,745 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $57,026 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $57,776 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $33,708 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,708 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $91,484 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,708 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $58,526 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $345,374 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $345,374 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $436,858 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,708 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $403,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$101,113 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $302,037 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $669,229 | CashBOYAmt |
| Cash EOY | $266,367 | CashEOYAmt |
| Cash EOYFMV | $266,367 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $105,677 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $150,617 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $150,617 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,435,924 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,692,733 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,665,949 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,210,830 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,109,717 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,082,933 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,878,195 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,878,195 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,332,635 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,231,522 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,210,830 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,109,717 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,210,830 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,109,717 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,210,830 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$101,113 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,109,717 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,109,717 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| JP MORGAN # F2871-8008 - NOMINEE | $1,420,498 | $1,348,071 | $72,427 | $72,427 | |
| JP MORGAN # F2871-8008 - NOMINEE | $639,396 | $657,604 | -$18,208 | -$18,208 | |
| CAPITAL GAINS DIVIDENDS | $69,810 | $69,810 | $69,810 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $124,029 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,474,666 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,887,810 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.135442 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,324,533 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,810,071 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.122528 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,588,287 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,882,077 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.094081 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,476,870 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $30,818,808 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047921 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,323,641 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $30,091,198 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043988 | DistributionYr5Rt |
| Total Distribution | 0.443960 | TotalDistributionRt |
| Average Distribution | 0.088792 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,835,883 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $873,348 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,020 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $876,368 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $403,900 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,041 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,041 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,041 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,282 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,282 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,241 | OverpaymentAmt |
| Applied To ES Tax | $2,241 | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RIANE GRUSS | IndividualWithBooksNm |
| Phone | 2125573900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 EAST 79TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RIANE GRUSS | ||||||||
| 180 EAST 79TH STREET 15G | NEW YORK | NY | 10075 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| BRENDA GRUSS | ||||||||
| 180 EAST 79TH STREET 15G | NEW YORK | NY | 10075 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LESLIE GRUSS | ||||||||
| 180 EAST 79TH STREET 15G | NEW YORK | NY | 10075 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,434,717 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $550,951 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,985,668 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,985,668 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $149,785 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,835,883 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $491,794 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $491,794 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,041 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,041 | TotalTaxAmt |
| Distributable Before Adj | $485,753 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $485,753 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $485,753 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $403,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $403,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $403,900 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $485,753 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $121,111 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $936,781 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,057,892 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $403,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $403,900 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $81,853 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $81,853 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $976,039 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $976,039 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $39,258 | ExcessFromYear2Amt |
| Excess From Year1 | $936,781 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RIANE GRUSS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABRAHAM FUND | |||||||
| 9 EAST 45TH STREET | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | CHARITABLE | $16,500 |
| ABRAHAM JOSHUA HESCHEL SCHOOL | |||||||
| 20 WEST END AVENUE | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | CHARITABLE | $1,800 |
| ALZHEIMERS ASSOCIATION | |||||||
| 600 THIRD AVENUE | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | CHARITABLE | $720 |
| AMERICA-ISRAEL FRIENDSHIP LEAGUE | |||||||
| 1430 BROADWAY SUITE 1804 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CHARITABLE | $50,000 |
| AMERICAN ASSOCIATION POLISH-JEWISH STUDIES | |||||||
| 34 KIRKLAND STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | CHARITABLE | $100 |
| BNEI JESHURUN | |||||||
| 257 WEST 88TH STREET | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | CHARITABLE | $19,800 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET 8TH FLOOR | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | CHARITABLE | $100 |
| CHABAD LUBAVITCH OF MIDTOWN MANHATTAN | |||||||
| 509 FIFTH AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | CHARITABLE | $4,618 |
| CHAMBER MUSIC SOCIETY | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | CHARITABLE | $4,000 |
| CONGREGATION MORYA | |||||||
| 650 WEST END AVENUE | NEW YORK | NY | 10025 | NONE | PUBLIC CHARITY | CHARITABLE | $6,600 |
| DOCTORS WITHOUT BORDERS USA | |||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | CHARITABLE | $720 |
| FOOD BANK FOR NYC | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | TO END HUNGER BY ORGANIZING FOOD, INFORMATION AND SUPPORT FOR COMMUNITY SURVIVAL, EMPOWERMENT, AND DIGNITY. | $25 |
| FRESH AIR FUND | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | TO PROVIDE THOUSANDS OF NEW YORK CITY CHILDREN WITH UNFORGETTABLE SUMMER EXPERIENCES THAT UNLOCK THEIR LIMITLESS POTENTIAL. | $100 |
| GLIMMERGLASS OPERA | |||||||
| 1527 COUNTY HIGHWAY 31 | COOPERSTOWN | NY | 13326 | NONE | PUBLIC CHARITY | CHARITABLE | $1,500 |
| HABITAT FOR HUMANITY | |||||||
| 111 JOHN STREET | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | TO TRANSFORM LIVES AND COMMUNITIES BY BUILDING AND PRESERVING AFFORDABLE HOMES FOR FAMILIES IN NEED. | $380 |
| HIAS | |||||||
| 411 FIFTH AVENUE 1006 | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | CHARITABLE | $540 |
| HOSPICE SUPPORT FUND | |||||||
| 424 CHURCH STREET SUITE 2000 | NASHVILLE | TN | 37219 | NONE | PUBLIC CHARITY | TO PROMOTE END OF LIFE CARE AT HOME RATHER THAN IN A HOSPITAL SO PATIENTS CAN SPEND THEIR LAST DAYS IN DIGNITY AND PEACE. | $198 |
| ISEF FOUNDATION | |||||||
| 135 WEST 29TH STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | CHARITABLE | $6,000 |
| JBFCS (JEWISH BOARD FAMILY CHILDREN SERVICES) | |||||||
| 135 WEST 50TH STREET 6TH FLOOR | NEW YORK | NY | 10020 | NONE | PUBLIC CHARITY | CHARITABLE | $180 |
| JEWISH FOUNDATION FOR THE RIGHTEOUS | |||||||
| 305 SEVENTH AVENUE 1900 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | CHARITABLE | $360 |
| JEWISH MUSEUM | |||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | CHARITABLE | $10,100 |
| KIVUNIM | |||||||
| 300 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | TO INSPIRE ITS STUDENTS TO FORGE A LIFELONG RELATIONSHIP WITH ISRAEL AND THE JEWISH PEOPLE THROUGH OUR TRAVELS ACROSS THE WORLD - GAINING UNDERSTANDING OF JEWISH LIFE AND HISTORY TOGETHER WITH THAT OF THE MANY CULTURES, RELIGIONS AND WORLD VIEWS. | $102,765 |
| LINCOLN CENTER THEATRE | |||||||
| 165 WEST 65TH STREET | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | CHARITABLE | $7,500 |
| MANHATTAN JEWISH EXPERIENCE | |||||||
| 131 WEST 86TH STREET | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | CHARITABLE | $63,335 |
| MANHATTAN THEATRE CLUB | |||||||
| 311 WEST 43RD STREET 8TH FLOOR | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | CHARITABLE | $4,000 |
| MOSTLY MOZART | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | CHARITABLE | $700 |
| NATIONAL WORLD WAR II MUSEUM | |||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | NONE | PUBLIC CHARITY | TO TELL THE STORY OF THE AMERICAN EXPERIENCE IN THE WAR THAT CHANGED THE WORLD, WHY IT WAS FOUGHT, HOW IT WAS WON, AND WHAT IT MEANS TODAY. | $100 |
| NY PUBLIC RADIO | |||||||
| 160 VARICK STREET 9TH FLOOR | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | CHARITABLE | $100 |
| PARALYZED VETERANS OF AMERICA | |||||||
| 801 EIGHTEENTH STREET NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | TO ADVOCATE FOR VETERANS OF THE ARMED FORCES WHO HAVE EXPERIENCED SPINAL CORD INJURY OR DYSFUNCTION. | $18 |
| THE SHEFA SCHOOL | |||||||
| 40 EAST 29TH STREET | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | TO MAXIMIZE THE LEARNING OF STUDENTS WITH LANGUAGE-BASED LEARNING DISABILITIES. | $36,000 |
| UJA FEDERATION | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | NONE | PUBLIC CHARITY | CHARITABLE | $180 |
| VISITING NURSE SERVICE OF NY | |||||||
| 1250 BROADWAY | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | TO PROMOTE THE HEALTH AND WELL-BEING OF PATIENTS, MEMBERS, AND FAMILIES BY PROVIDING HIGH-LEVEL, COST-EFFECTIVE HEALTHCARE IN THE HOME AND COMMUNITY. | $180 |
| WEST SIDE CAMPAIGN AGAINST HUNGER | |||||||
| 263 WEST 86TH STREET | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | TO ALLEVIATE HUNGER AND CREATE A CULTURE THAT PROMOTES SELF-RELIANCE AND WORKS FOR CHANGE THROUGH A SUPERMARKET STYLE FOOD PANTRY. | $180 |
| WQXR - NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | CHARITABLE | $100 |
| VOLUNTEER FIREFIGHTERS ALLIANCE | |||||||
| 800 S GAY ST SUITE 700 | KNOXVILLE | TN | 37929 | NONE | PUBLIC CHARITY | TO ASSIST VOLUNTEER FIRE DEPARTMENTS ACROSS THE NATION | $200 |
| STATUE OF LIBERTY MUSEUM | |||||||
| 1 LIBERTY ISLAND - ELLIS ISLAND | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | EDUCATION | $399 |
| UNHCR | |||||||
| 1310 L ST NW STE 450 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | TO PROTECT REFUGEES | $1,000 |
| NORTHERN PLAINS RESERVATION AID | |||||||
| 16415 ADDISON RD SUITE 200 | ADDISON | TX | 75001 | NONE | PUBLIC CHARITY | TO SUPPORT NATIVE AMERICAN COMMUNITIES ON RESERVATIONS IN THE NORTHERN PLAINS | $15 |
| NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | TO CREATE A WORLD WHERE PEOPLE AND NATURE CAN THRIVE | $100 |
| NATIONAL POLICE ASSOCIATION | |||||||
| 8710 BASH STREET 501692 | INDIANAPOLIS | IN | 46250 | NONE | PUBLIC CHARITY | TO EDUCATE | $25 |
| HOMES FOR VETERANS | |||||||
| 105 HIGHLAND AVE | HARRINGTON PK | NJ | 07640 | NONE | PUBLIC CHARITY | TO HELP WOUNDED VETERANS | $36 |
| HOLOCAUST MUSEUM | |||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | NONE | PUBLIC CHARITY | TO EDUCATE DIVERSE VISITORS ABOUT JEWISH LIFE BEFORE, DURING, AND AFTER THE HOLOCAUST | $180 |
| HIGH LINE | |||||||
| 820 WASHINGTON STREET | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITY | TO SUPPORT PUBLIC PARKS | $40 |
| HASC | |||||||
| 1318 60TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | TO PROVIDE EDUCATIONAL AND CLINICAL SERVICES TO INDIVIDUALS FROM INFANCY THROUGH ADULTHOOD, WHO EXHIBIT DEVELOPMENTAL DELAYS | $1,000 |
| HATZOLAH | |||||||
| 125 EAST 85TH STREET | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | SAVE LIVES, AND TO PREVENT, REDUCE, AND TREAT INJURIES AND ILLNESS | $100 |
| AMERICAN FRIENDS OF NSWS | |||||||
| 229 N CENTRAL AVE SUITE 401 | GLENDALE | CA | 91203 | NONE | PUBLIC CHARITY | TO PROMOTE PEACE AND EDUCATION | $100 |
| T'RUAH | |||||||
| 266 W 37TH STREET SUITE 803 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | TO ADVANCE THE HUMAN RIGHTS OF ALL PEOPLE | $180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $345,374 | 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 | $2,006 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $209,420 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $290 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $124,029 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $335,745 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $335,745 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY - 2871-8008 | StockNm |
| EOY Book Value | $8,692,733 | EOYBookValueAmt |
| EOYFMV | $9,665,949 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COOLEY LLP | CategoryTxt |
| Legal Fees | $57,026 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $57,776 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NEW YORK STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $750 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES SETTLEMENTS | Desc |
| Revenue And Expenses Per Books | $290 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $290 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $290 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $33,708 | Amt |
| Net Investment Income | $33,708 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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