GROSEVNOR FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GROSEVNOR FOUNDATION INC (EIN 13-4104304)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-28
- IRS object ID
- 202011199349100816
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-28T14:58:23-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134104304 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GROSEVNOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROS | BusinessNameControlTxt |
| Phone | 9172828203 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 327 STOCKBRIDGE AVENUE | AddressLine1Txt |
| City | ATHERTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HANDLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9172828203 | PhoneNum |
| Signature | 2020-02-04 | 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 | 2020-02-04 | 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 | 2020-02-04 | IPDt |
| IP Tm | 10:20:57 | IPTm |
| IP Timezone | ES | 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 | 2019 | 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 | $2,238,676 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $427,150 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,872 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,872 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $41,064 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,064 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $470,086 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,936 | 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 |
| Taxes Rev And Expnss | $17,353 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $503 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $473 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,856 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $473 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $434,730 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $434,730 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $452,586 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $435,203 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,500 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,906 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,232,284 | CashBOYAmt |
| Cash EOY | $779,734 | CashEOYAmt |
| Cash EOYFMV | $779,734 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $339,752 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $382,153 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $382,752 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $500 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $500 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $500 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $402,092 | CorporateStockBOYAmt |
| Corporate Stock EOY | $452,091 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,075,690 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,974,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,614,478 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,238,676 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,974,128 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,614,478 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,974,128 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,614,478 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,974,128 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,614,478 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,974,128 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,500 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,991,628 | SubtotalAmt |
| Other Decreases | $377,150 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,614,478 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $181,100 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,187,968 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.152445 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $110,106 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $647,775 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.169976 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $100,225 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $379,080 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.264390 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $103,485 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $478,665 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.216195 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $127,060 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $284,512 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.446589 | DistributionYr5Rt |
| Total Distribution | 1.249595 | TotalDistributionRt |
| Average Distribution | 0.249919 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,032,920 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $508,065 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $429 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $508,494 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $435,203 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $858 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $858 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $858 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,560 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,702 | OverpaymentAmt |
| Applied To ES Tax | $10,702 | 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 | Yes (1) | 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 | DAVID HANDLER | IndividualWithBooksNm |
| Phone | 9172828203 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 327 STOCKBRIDGE AVENUE | AddressLine1Txt |
| City | ATHERTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94027 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HANDLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 327 STOCKBRIDGE AVENUE | AddressLine1Txt |
| City | ATHERTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.50 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $600,695 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,463,183 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,063,878 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,063,878 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,958 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,032,920 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $101,646 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $101,646 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $858 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $858 | TotalTaxAmt |
| Distributable Before Adj | $100,788 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $100,788 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $100,788 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $435,203 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $435,203 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $435,203 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,788 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $116,012 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $82,886 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $81,499 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $83,459 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $133,255 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $497,111 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $435,203 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $100,788 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $334,415 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $831,526 | 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 | $116,012 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $715,514 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $82,886 | ExcessFromYear4Amt |
| Excess From Year3 | $81,499 | ExcessFromYear3Amt |
| Excess From Year2 | $83,459 | ExcessFromYear2Amt |
| Excess From Year1 | $133,255 | ExcessFromYear1Amt |
| Excess From Current Year | $334,415 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID HANDLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONGREGATION BETH JACOB | |||||||
| 1550 ALMEDA DE LAS PULGAS | REDWOOD CITY | CA | 94061 | NONE | PUBLIC CHARITY | TO BE THE MOST INCLUSIVE SYNAGOGUE COMMUNITY ON THE SAN FRANCISCO PENINSULA BY PROVIDING A RANGE OF OPPORTUNITIES TO LEARN, WORSHIP AND SOCIALIZE THAT MEET THE MEMBERS AND THEIR FAMILIES WHEREVER THEY ARE EDUCATIONALLY, SPIRITUALLY, AND PERSONALLY | $5,880 |
| FIT KIDS | |||||||
| 2682 MIDDLEFIELD ROAD UNIT P | REDWOOD CITY | CA | 94063 | NONE | PUBLIC CHARITY | TO PROVIDE STRUCTURED PHYSICAL ACTIVITY PROGRAMS FOR UNDERSERVED CHILDREN TO BUILD THE FOUNDATION FOR A HEALTHY, ACTIVE LIFE | $3,000 |
| FOUR FREEDOM PARK CONSERVANCY | |||||||
| 1 FDR FOUR FREEDOMS PARK | ROOSEVELT ISLAND | NY | 10044 | NONE | PUBLIC CHARITY | TO OPERATE AND MAINTAIN FOUR FREEDOMS PARK | $5,000 |
| GOVERNORS CUP CHARITIES | |||||||
| PO BOX 32 | GRANTVILLE | PA | 17028 | NONE | PUBLIC CHARITY | SUPPORT RESEARCH OF INFLAMMATORY BOWEL DISEASE & OTHER CHARITABLE ENDEAVORS | $4,000 |
| NEW YORK UNIVERSITY | |||||||
| 25 WEST FOURTH STREET 4TH FLOOR | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | SUPPORT HIGHER EDUCATION | $50,000 |
| PHILLIPS BROOKS SCHOOL | |||||||
| 2245 AVY AVENUE | MENLO PARK | CA | 94025 | NONE | PUBLIC CHARITY | INSPIRES STUDENTS TO LOVE LEARNING, TO DEVELOP A SPIRITUAL NATURE AND TO COMMUNICATE EFFECTIVELY | $285,000 |
| PLAYRIGHTS HORIZON | |||||||
| 416 WEST 42ND STREET | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | TO SUPPORT AND DEVELOP CONTEMPORAY AMERICAN PLAYRIGHTS, COMPOSERS AND LYRICISTS | $50,000 |
| TEMPLE ADAS ISRAEL | |||||||
| PO BOX 1378 | SAG HARBOR | NY | 11963 | NONE | PUBLIC CHARITY | TO SUPPORT LONG ISLAND'S OLDEST SYNAGOGUE | $3,850 |
| BOYS AND GIRLS CLUB OF THE PENINSULA | |||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | NONE | PUBLIC CHARITY | TO PROVIDE THE LOW-INCOME YOUTH OF OUR COMMUNITY WITH THE OPPORTUNITIES THEY NEED TO ACHIEVE SCHOOL SUCCESS | $10,000 |
| HILLEL INTERNATIONAL | |||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | TO ENRICH THE LIVES OF JEWISH STUDENTS SO THAT THEY MAY ENRICH THE JEWISH PEOPLE AND THE WORLD | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $434,730 | 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 | $1,872 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,064 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,936 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,936 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID HANDLER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 327 STOCKBRIDGE AVENUE | AddressLine1Txt |
| City | ATHERTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $427,150 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 10,000 SHS GAMING & LEISURE PPTYS INC | NoncashPropertyDesc |
| Fair Market Value | $427,150 | FairMarketValueAmt |
| Received | 2019-12-23 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CAREGUIDE, INC. | $85 | $0 |
| GAMING & LEISURE PPTY INC. | $452,006 | $1,075,690 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALLOWANCE FOR EXCESS OF FMV OVER COSTS OF CONTRIBUTED STOCK | Desc |
| Amt | $377,150 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $473 | $0 | $473 |
| BANK CHARGES | $30 | $30 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HANDLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 327 STOCKBRIDGE AVENUE | AddressLine1Txt |
| City | ATHERTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94027 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $17,353 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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