SYRIL H AND WALTER A FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SYRIL H AND WALTER A FAMILY FOUNDATION INC (EIN 46-3207425)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202013189349100801
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T05:07:16-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050575657 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sosin & Kriegel LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Marcus Avenue Suite 2E4 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 463207425 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Syril H and Walter A Frank Family | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SYRI | BusinessNameControlTxt |
| Phone | 5164828053 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 South Circle Drive | AddressLine1Txt |
| City | Great Neck | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Syril Frank | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Leonard E Kriegel CPA | PreparerPersonNm |
| PTIN | P00037555 | PTIN |
| Phone | 5165704600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $248,139 | 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 | $285 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $285 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,508 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,508 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,308 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $83,718 | GrossSalesPriceAmt |
| Total Rev And Expnss | $8,485 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,793 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,970 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $3,020 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,435 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,435 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,455 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,435 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,970 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,793 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,410 | CashBOYAmt |
| Cash EOY | $11,627 | CashEOYAmt |
| Cash EOYFMV | $11,627 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $120 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $90 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $90 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $177,809 | CorporateStockBOYAmt |
| Corporate Stock EOY | $179,652 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $209,139 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $26,831 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $26,831 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $27,283 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $222,170 | TotalAssetsBOYAmt |
| Total Assets EOY | $218,200 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $248,139 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $222,170 | RetainedEarningBOYAmt |
| Retained Earning EOY | $218,200 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $222,170 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $218,200 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $222,170 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $218,200 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $222,170 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,970 | ExcessRevenueOverExpensesAmt |
| Subtotal | $218,200 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $218,200 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Tekla Health Care Oppty Fd-Cap Gain Dist | P | 2010-01-01 | 2019-12-31 | $1,153 | $1,153 | $1,153 | |
| 3609 Unit AAM High 50 Dividend 18-1Q | P | 2018-06-11 | 2019-05-13 | $32,955 | -$5,562 | -$5,562 | $38,517 |
| 4582 Unit FT Dow Target 10 Mar 18 | P | 2018-03-12 | 2019-03-13 | $48,921 | $3,101 | $3,101 | $45,820 |
| 688.710 Unit AAM Hight 50 Dividend 19-1Q | P | 2000-01-01 | 2019-12-25 | $689 | $689 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,308 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,562 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,020 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $235,228 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.02134 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $11,075 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $233,542 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04742 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,764 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $215,532 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05922 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,113 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $222,609 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04543 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,975 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $243,008 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.08631 | DistributionYr5Rt |
| Total Distribution | 0.259727 | TotalDistributionRt |
| Average Distribution | 0.051945 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $240,261 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,480 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $98 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,578 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,435 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $196 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $196 | SubtotalAmt |
| Tax Based On Investment Income | $196 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,283 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,283 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,087 | OverpaymentAmt |
| Applied To ES Tax | $1,087 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leonard Kriegel CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5165704600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Marcus Ave Ste 2E4 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| Syril H Frank | ||||||
| 7 South Circle Drive | Great Neck | NY | 11021 | PRES/DIRECTOR | 1.00 | $0 |
| Robert F Goldhirsch | ||||||
| PO Box 190-111 | Brian Head | UT | 84719 | Director | 0.25 | $0 |
| Douglas C Goldhirsch | ||||||
| 26 Crow Point Lane | Trevett | ME | 04571 | treas/director | 0.25 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $227,834 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,086 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $243,920 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $243,920 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,659 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $240,261 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,013 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,013 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $196 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $196 | TotalTaxAmt |
| Distributable Before Adj | $11,817 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,817 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,817 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,435 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $9,435 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $9,435 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,817 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $399 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $399 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,435 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,435 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $399 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $399 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $1,983 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Syril H Frank | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| St Labre Indian School | |||||||
| 1000 Tongue River Road | Ashland | MT | 59003 | None | 501(c)(3) | General | $1,250 |
| Dorot | |||||||
| 171 West 85th Street | New York | NY | 10024 | None | 501(c)(3) | General | $360 |
| Simon Wiesenthal Center | |||||||
| 1399 South Roxbury Drive | Los Angeles | CA | 90035 | None | 501(c)(3) | General | $500 |
| US Holocaust Memorial Museum | |||||||
| 100 Raoul Wallenberg Place SW | Washington | DC | 20024 | None | 501(c)(3) | General | $350 |
| Center for Jewish History | |||||||
| 15 West 16th Street | New York | NY | 10011 | None | 501(c)(3) | General | $300 |
| Visiting Nurse Service of NY | |||||||
| 107 East 70th Street | New York | NY | 10021 | None | 501(c)(3) | General | $275 |
| Operation Smile | |||||||
| 3641 Faculty Boulevard | Virginia Beach | VA | 23453 | None | 501(c)(3) | General | $250 |
| World Jewish Congress | |||||||
| 501 Madison Avenue | New York | NY | 10022 | None | 501(c)(3) | General | $350 |
| Disabled American Vets | |||||||
| 3725 Alexandria Pike | Cold Spring | KY | 41076 | None | 501(c)(3) | General | $250 |
| Native American Heritage Assn | |||||||
| 830 John Marshall Hwy | Front Royal | VA | 22630 | None | 501(c)(3) | General | $300 |
| New York Philharmonic | |||||||
| 10 Lincoln Center Plaza | New York | NY | 10023 | None | 501(c)(3) | General | $250 |
| Parent Possible | |||||||
| 800 Grant Street Ste 200 | Denver | CO | 80203 | None | 501(c)(3) | General | $250 |
| Second Helpings Atlanta Inc | |||||||
| PO Box 720582 | Atlanta | GA | 30358 | None | 501(c)(3) | General | $250 |
| Memorial Sloan Kettering Cancer Cen | |||||||
| 1275 York Avenue | New York | NY | 10065 | None | 501(c)(3) | General | $250 |
| Builders Beyond Borders | |||||||
| 66 Fort Point St | Norwalk | CT | 06855 | None | 501(c)(3) | General | $250 |
| City Meals on Wheels | |||||||
| 355 Lexington Avenue 3 | New York | NY | 10017 | None | 501(c)(3) | General | $250 |
| Womens Div of Albert Einstein Colle | |||||||
| 1300 Morris Park Avenue Room 746 | New York | NY | 10461 | None | 501(c)(3) | General | $300 |
| Feeding America | |||||||
| PO Box 96749 | Washington | DC | 20090 | None | 501(c)(3) | General | $250 |
| Jewish Foundation for the Righteous | |||||||
| 80 Main Street Ste 380 | West Orange | NJ | 07052 | None | 501(c)(3) | General | $250 |
| Julliard Ovation Society | |||||||
| 60 Lincoln Center Plaza | New York | NY | 10023 | None | 501(c)(3) | General | $1,250 |
| Montifiore Einstein Medical Center | |||||||
| 1825 Eastchester Road | Bronx | NY | 10461 | None | 501(c)(3) | General | $300 |
| Multiple Sclerosis Foundation | |||||||
| 733 Third Avenue 3rd Fl | New York | NY | 10017 | None | 501(c)(3) | General | $250 |
| Paws for Purple Hearts | |||||||
| 7404 Commerce Way | Ruther Glen | VA | 22546 | None | 501(c)(3) | General | $250 |
| Salvation Army | |||||||
| 194 Front Street | Hempstead | NY | 11550 | None | 501(c)(3) | General | $300 |
| St Lukes Children Research Hospital | |||||||
| 190 E Bannock Street | Boise | ID | 83712 | None | 501(c)(3) | General | $200 |
| Untermeyer Garden Conservancy | |||||||
| 945 N Broadway | Yonkers | NY | 10701 | None | 501(c)(3) | General | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,435 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $285 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,508 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,308 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,485 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,485 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Bookkeeping services; tax preparation | CategoryTxt |
| Amt | $2,970 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JP Morgan Chase & Co 6.1% Fxd to 10/1/24 | BondNm |
| EOY Book Value | $26,831 | EOYBookValueAmt |
| EOYFMV | $27,283 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Balchem CP | $3,472 | $30,489 |
| Tekla Healthcare Opp Fund | $20,000 | $19,070 |
| Bank of America Corp 6.5% Pref | $30,000 | $29,976 |
| Eaton Vance Flt-Rate 2022 TR | $20,000 | $18,680 |
| Nuveen Credit Opp 2022 Target | $20,000 | $20,060 |
| Unit First Trust Dow Target 10 Mar 2019 | $53,914 | $56,581 |
| Unit AAM High 50 Dividend Strategy 2019 | $32,266 | $34,283 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Fees | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Syril H Frank | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 South Circle Drive | AddressLine1Txt |
| City | Great Neck | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11021 | ZIPCd |