BLUESTEIN FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BLUESTEIN FAMILY FOUNDATION INC (EIN 22-2236786)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-10
IRS object ID
202013159349100421
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)
Return2020-11-10T14:16:41-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131639826PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNERAMPER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1733 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172703ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222236786EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BLUESTEIN FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBLUEBusinessNameControlTxt
Phone2018806866PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1245 OLD HOOK ROAD NO 2AAddressLine1Txt
CityWESTWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07675ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOEL BLUESTEINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2018806866PhoneNum
Signature2020-10-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT LEVINPreparerPersonNm
PTINP00363891PTIN
Phone2129498700PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.238.150.4IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-26IPDt
IP Tm16:11:15IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id3B05F7D52DA956A8AF830EC4F1786A832BA019F7AtSubmissionFilingDeviceId
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$6,086,250FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$31InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$31InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$546,432DividendsRevAndExpnssAmt
Dividends Net Invst Incm$546,432DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,589,616NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,430,115GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$26OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$15OtherIncomeNetInvstIncmAmt
Total Rev And Expnss-$1,043,127TotalRevAndExpnssAmt
Total Net Invst Incm$546,478TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$5,025OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$1,256OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$3,769OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,020AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,755AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,265AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$599TaxesRevAndExpnssAmt
Taxes Net Invst Incm$130TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$388TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,970OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,952OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,008OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,614TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,093TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,430TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$267,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$267,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$286,114TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,093TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$277,930TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,329,241ExcessRevenueOverExpensesAmt
Net Investment Income$538,385NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$164,094CashBOYAmt
Cash EOY$203,499CashEOYAmt
Cash EOYFMV$203,499CashEOYFMVAmt
Corporate Stock BOY$7,647,507CorporateStockBOYAmt
Corporate Stock EOY$6,276,990CorporateStockEOYAmt
Corporate Stock EOYFMV$5,882,751CorporateStockEOYFMVAmt
Total Assets BOY$7,811,601TotalAssetsBOYAmt
Total Assets EOY$6,480,489TotalAssetsEOYAmt
Total Assets EOYFMV$6,086,250TotalAssetsEOYFMVAmt
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$7,811,601RetainedEarningBOYAmt
Retained Earning EOY$6,480,489RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,811,601TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,480,489TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,811,601TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,480,489TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,811,601TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,329,241ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,482,360SubtotalAmt
Other Decreases$1,871OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,480,489TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$3,667,270$4,465,096-$797,826-$797,826
PUBLICLY TRADED SECURITIESP$762,845$1,558,166-$795,321-$795,321
K-1 - APOLLO GLOBAL MANAGEMENT LLCP$1$1
K-1 - APOLLO GLOBAL MANAGEMENT LLCP$34$34
K-1 - THE CARLYLE GROUP LPP$38$38
K-1 - THE CARLYLE GROUP LPP$3,458$3,458
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,589,616CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$340,822AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,878,156NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049551DistributionYr1Rt
Adjusted Qlfy Distri Yr2$364,738AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,339,859NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.068305DistributionYr2Rt
Adjusted Qlfy Distri Yr3$342,937AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$7,429,012NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046162DistributionYr3Rt
Adjusted Qlfy Distri Yr4$386,897AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$9,997,529NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.038699DistributionYr4Rt
Adjusted Qlfy Distri Yr5$44,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$15,296,836NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.002909DistributionYr5Rt
Total Distribution0.205626TotalDistributionRt
Average Distribution0.041125AverageDistributionRt
Net Vl Noncharitable Assets$5,724,945NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$235,438AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,384NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$240,822AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$277,930QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$5,384InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,384SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,384TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$20,806EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$20,806TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$15,422OverpaymentAmt
Applied To ES Tax$15,422AppliedToESTaxAmt
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 StateNJOrgReportOrRegisterStateCd
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 BooksJERI LOSAUROIndividualWithBooksNm
Phone2018806866PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1245 OLD HOOK ROAD STE 2AAddressLine1Txt
CityWESTWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07675ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOEL BLUESTEIN
PO BOX 383BEARSVILLENY12409PRESIDENT0.50$0$0$0
ROBERT WEXLER
245 OLD HOOK ROAD SUITE 2AWESTWOODNJ07675VICE PRESIDENT0.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,695,461AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$116,666AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,812,127TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,812,127AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$87,182CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,724,945NetVlNoncharitableAssetsAmt
Minimum Investment Return$286,247MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$286,247MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,384TaxBasedOnInvestmentIncomeAmt
Total Tax$5,384TotalTaxAmt
Distributable Before Adj$280,863DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$280,863DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$280,863DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$277,930ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$277,930QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$5,384PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$272,546AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$280,863DistributableAsAdjustedAmt
Undistributed Income PY$243,793UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$277,930QualifyingDistributionsAmt
Applied To Year1$243,793AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$34,137AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$246,726UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BATONGA FOUNDATION
2000 MASSACHUSETTS AVE NWWASHINGTONDC20036NONE501(C)(3)CHARITABLE$10,000
EARTH CELEBREATIONS INC
638 E 6TH ST 3NEW YORKNY10009NONE501(C)(3)CHARITABLE$5,000
GOOD NEWS CORPORATION
1 E PRATT STBALTIMOREMD21202NONE501(C)(3)CHARITABLE$15,000
KVISTAD FOUNDATION
167 DUBOIS RDSHOKANNY12481NONE501(C)(3)CHARITABLE$10,000
LIFE FORCE ARTS INC
1609 W BELMONTCHICAGOIL60657NONE501(C)(3)CHARITABLE$25,000
LOCAL CLOTH INC
207 COXE AVEASHEVILLENC28815NONE501(C)(3)CHARITABLE$17,500
NEW YORK OPEN CENTER INC
22 EAST 30TH STREETNEW YORKNY10016NONE501(C)(3)CHARITABLE$25,000
PORTLAND WHEELERS
PO BOX 11314PORTLANDME04104NONE501(C)(3)CHARITABLE$10,000
REAL NEWS PROJECT INC
PO BOX 1103NEW YORKNY10276NONE501(C)(3)CHARITABLE$50,000
SOCIAL VENTURE NETWORK INC
PO BOX 29221SAN FRANCISCOCA94129NONE501(C)(3)CHARITABLE$10,000
SOLUTIONS FOR CHANGE FOUNDATION INC
1104 SANFORD LANEACCOKEEKMD20607NONE501(C)(3)CHARITABLE$10,000
TRIBAL LINK FOUNDATION INC
37 VESTRY STNEW YORKNY10013NONE501(C)(3)CHARITABLE$5,000
WARRIOR EDUCATIONAL FILMS INC
41 FAIRMOUNT AVENUEOAKLANDCA94611NONE501(C)(3)CHARITABLE$10,000
WOODSTOCK GUILD OF CRAFTSMEN INC
34 TINKER STWOODSTOCKNY12498NONE501(C)(3)CHARITABLE$15,000
WORLD MUSIC PRODUCTIONS
220 36TH STREET 58BROOKLYNNY11232NONE501(C)(3)CHARITABLE$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$267,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$546,432ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11ExclusionAmt
Related Or Exempt Function Incm$15RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1,589,616ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$1,043,142ExclusionAmt
Related Or Exempt Function Incm$15RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$1,043,127TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number7LineNumberTxt
Relationship StatementOTHER INVESTMENT INCOME RECEIVED FROM VARIOUS K1'S.RelationshipStatementTxt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,020Amt
Net Investment Income$1,755NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,265DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AT&T$247,389$273,560
CENTURYLINK INC$2,891,966$2,642,000
GEO GROUP INC NEW REIT$799,375$854,651
GREAT ELM CAP CORP$1,636,248$1,322,600
INTERNATIONAL BUSINESS MACHS$492,255$469,140
THE CARLYLE GROUP$209,757$320,800

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescOTHER ADJUSTMENTSDesc
Amt$1,871Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$30$0$30
FOREIGN TAX PAID$26$26$0
INSURANCE$198$50$148
OTHER DEDUCTIONS FROM K-1 - APOLLO GLOBAL MANAGEMENT LP$16$6$0
OTHER DEDUCTIONS FROM K-1 - THE CARLYLE GROUP LP$2,482$2,482$0
PAYROLL PROCESSING FEES$1,107$277$830
OTHER LOSSES FROM K-1 - THE CARLYLE GROUP LP$2,111$2,111$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
990T REFUND$11$0$11
APOLLO GLOBAL MANAGEMENT LLC$15$15$15

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAXES$81$0$0
PAYROLL TAX$518$130$388

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