ROSENFELD 12272011 FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROSENFELD 12272011 FAMILY FOUNDATION (EIN 38-7012122)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-14
- IRS object ID
- 202013199349100226
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-14T14:57:26-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232440252 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAVRAN BENSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 146 MONTGOMERY AVE - STE 300 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | 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 | 387012122 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSENFELD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSE | BusinessNameControlTxt |
| Phone | 2156653718 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 279 CENTRAL PARK WEST NO 6A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES ROSENFELD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2156653718 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADAM POUTASSE | PreparerPersonNm |
| PTIN | P01278650 | PTIN |
| Phone | 6106646400 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.254.176.161 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 10:41:37 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BFAAE3772128EE2C88D601903E38ACF8A0326EF6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4BC6BBB6F663271484D1CC81CC15C6AF65ABC731 | AtSubmissionFilingDeviceId |
| 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 | $856,050 | 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 | $798 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $798 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,107 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,107 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,360 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,360 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,360 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $47,265 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,265 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,206 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,206 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $145,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $145,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $146,756 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $145,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$99,491 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,265 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,965 | CashBOYAmt |
| Cash EOY | $11,458 | CashEOYAmt |
| Cash EOYFMV | $11,458 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $322,939 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $182,323 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $182,323 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $632,952 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $679,316 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $662,269 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $966,856 | TotalAssetsBOYAmt |
| Total Assets EOY | $873,097 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $856,050 | 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 | $966,856 | RetainedEarningBOYAmt |
| Retained Earning EOY | $873,097 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $966,856 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $873,097 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $966,856 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $873,097 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $966,856 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$99,491 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,732 | OtherIncreasesAmt |
| Subtotal | $873,097 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $873,097 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $27,360 | GrossSalesPriceAmt |
| Gain Or Loss | $27,360 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $27,360 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,360 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $116,948 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $835,931 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.139901 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $118,268 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $710,439 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.166472 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $138,638 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $566,703 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.244640 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $144,900 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $404,075 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.358597 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $121,057 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $286,766 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.422146 | DistributionYr5Rt |
| Total Distribution | 1.331756 | TotalDistributionRt |
| Average Distribution | 0.266351 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $914,389 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $243,548 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $473 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $244,021 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $145,550 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $945 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $945 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $945 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $35 | EsPenaltyAmt |
| Tax Due | $980 | TaxDueAmt |
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 | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 2156653718 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 279 CENTRAL PARK WEST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES ROSENFELD | ||||||||
| 279 CENTRAL PARK WEST 6A | NEW YORK | NY | 10024 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SHERI ROSENFELD | ||||||||
| 279 CENTRAL PARK WEST 6A | NEW YORK | NY | 10024 | TRUSTEE | 0.00 | $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 | $626,381 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $301,933 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $928,314 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $928,314 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,925 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $914,389 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,719 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,719 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $945 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $945 | TotalTaxAmt |
| Distributable Before Adj | $44,774 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,774 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,774 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $145,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $145,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $145,550 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,774 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $106,719 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $124,696 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $110,303 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $82,746 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $76,070 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $500,534 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $145,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,774 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $100,776 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $601,310 | 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 | $106,719 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $494,591 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $124,696 | ExcessFromYear4Amt |
| Excess From Year3 | $110,303 | ExcessFromYear3Amt |
| Excess From Year2 | $82,746 | ExcessFromYear2Amt |
| Excess From Year1 | $76,070 | ExcessFromYear1Amt |
| Excess From Current Year | $100,776 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| PARK AVENUE SYNAGOGUE | ||||||
| 50 E 87TH ST | NEW YORK | NY | 10128 | PC | GENERAL OPERATING | $68,450 |
| ABRAMSON SENIOR CARE | ||||||
| 135 S BRYN MAWR AVE SUITE 110 | BRYN MAWR | PA | 19010 | PC | GENERAL OPERATING | $8,200 |
| UJA | ||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | PC | GENERAL OPERATING | $15,000 |
| CHILDREN'S CRISIS TREATMENT CENTER | ||||||
| 1080 N DELAWARE AVE 600 | PHILADELPHIA | PA | 19125 | PC | GENERAL OPERATING | $350 |
| LIBERAL JEWISH TEMPLE OF COCONUT CREEK INC | ||||||
| 3950 COCONUT CREEK PARKWAY | COCONUT CREEK | FL | 33066 | PC | GENERAL OPERATING | $200 |
| FACES | ||||||
| PO BOX 11082 | CHATTANOOGA | TN | 37401 | PC | GENERAL OPERATING | $500 |
| OUIMET FUND | ||||||
| 300 ARNOLD PALMER BLVD | NORTON | MA | 02766 | PC | GENERAL OPERATING | $2,000 |
| WEILL CORNELL MEDICINE | ||||||
| 1300 YORK AVE | NEW YORK | NY | 10065 | PC | GENERAL OPERATING | $250 |
| HEBREW PUBLIC | ||||||
| 3300 HENRY AVE | PHILADELPHIA | PA | 19129 | PC | GENERAL OPERATING | $200 |
| JEWISH WOMEN'S FOUNDATION OF NEW YORK | ||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | PC | GENERAL OPERATING | $250 |
| RONALD MCDONALD HOUSE | ||||||
| 110 NORTH CARPENTER STREET | CHICAGO | IL | 60607 | PC | GENERAL OPERATING | $12,000 |
| PETER MICHAEL FOUNDATION | ||||||
| B 1 GATE 6 RD 201 | SAUSALITO | CA | 94965 | PC | GENERAL OPERATING | $6,000 |
| THE NEW JEWISH HOME | ||||||
| 120 W 106TH ST | NEW YORK | NY | 10025 | PC | GENERAL OPERATING | $100 |
| ABRAMSON SENIOR CARE | ||||||
| 135 S BRYN MAWR AVE SUITE 110 | BRYN MAWR | PA | 19010 | PC | GENERAL OPERATING | $1,800 |
| BANNER ALZHEIMER'S FOUNDATION | ||||||
| 2901 N CENTRAL AVE 160 | PHOENIX | AZ | 85012 | PC | GENERAL OPERATING | $100 |
| MARK KELLY FOR SENATE | ||||||
| PO BOX 27202 | TUCSON | AZ | 85726 | PC | GENERAL OPERATING | $1,000 |
| LINCOLN CENTER | ||||||
| 3A W HAWTHORNE RD | LENOX | MA | 01240 | PC | GENERAL OPERATING | $200 |
| CHILDREN'S HEALTH FUND | ||||||
| 215 W 125TH ST 301 | NEW YORK | NY | 10027 | PC | YAN - 11/11/20 04:21PM WORKSHEET PRIVATE FOUNDATION | $2,500 |
| SELF HELP | ||||||
| 520 EIGHTH AVENUE | NEW YORK | NY | 10018 | PC | GENERAL OPERATING | $2,500 |
| COLUMBIA UNIVERSITY SCHOOL OF THE ARTS | ||||||
| 2960 BROADWAY | NEW YORK | NY | 10027 | PC | GENERAL OPERATING | $250 |
| PUBLIC ART FUND | ||||||
| 1 E 53RD ST 12 | NEW YORK | NY | 10022 | PC | GENERAL OPERATING | $1,500 |
| JEWISH WOMEN'S FUND | ||||||
| 30 S WELLS | CHICAGO | IL | 60606 | PC | GENERAL OPERATING | $1,000 |
| NEW-YORK HISTORICAL SOCIETY | ||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PC | GENERAL OPERATING | $12,000 |
| THE JEWISH MUSEUM | ||||||
| 1109 5TH AVE | NEW YORK | NY | 10128 | PC | GENERAL OPERATING | $5,500 |
| CHILDREN'S CRISIS TREATMENT CENTER | ||||||
| 1080 N DELAWARE AVE 600 | PHILADELPHIA | PA | 19125 | PC | GENERAL OPERATING | $300 |
| PUBLIC ART FUND | ||||||
| 1 E 53RD ST 12 | NEW YORK | NY | 10022 | PC | GENERAL OPERATING | $200 |
| SHIELD INSTITUTE | ||||||
| 144-61 ROOSEVELT AVE | FLUSHING | NY | 11354 | PC | GENERAL OPERATING | $2,500 |
| THE OXALOSIS AND HYPEROXALURIA FOUNDATION | ||||||
| 579 ALBANY POST R | NEW PALTZ | NY | 12561 | PC | GENERAL OPERATING | $500 |
| ROBIN HOOD FOUNDATION | ||||||
| 826 BROADWAY 9 | NEW YORK | NY | 10003 | PC | YAN - 11/11/20 06:03PM WORKSHEET GRANTS AND CONTRIBUTIONS PAID | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $145,550 | 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 | $798 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,107 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,360 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $47,265 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,265 | 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 Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JPM INVEST BALANCED FD - CL I | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $679,316 | BookValueAmt |
| EOYFMV | $662,269 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN VALUE OF INVESTMENTS | Desc |
| Amt | $5,732 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES PAID | $957 | $0 | $0 | $0 |
| FOREIGN TAXES PAID | $249 | $0 | $0 | $0 |
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