REDEL FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- REDEL FOUNDATION INC (EIN 13-3082842)
- Tax period
- 2018-11-01 to 2019-10-31
- Filed
- 2020-07-15
- IRS object ID
- 202021979349102277
- Schema version
- 2018v3.2
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T17:33:39-05:00 | ReturnTs |
| Tax Period End | 2019-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112478841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRACHTENBERG & PAUKER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CROSSWAYS PARK W | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133082842 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE REDEL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REDE | BusinessNameControlTxt |
| Phone | 9173272987 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2109 BROADWAY NO 13-160 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSICA REDEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9173272987 | PhoneNum |
| Signature | 2020-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL J SCOTT | PreparerPersonNm |
| PTIN | P00109388 | PTIN |
| Phone | 5164967100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.51.188.202 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-15 | IPDt |
| IP Tm | 16:21:54 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 980B9602CB05EC733FFD900901C157ACDD2A5533 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $708,369 | 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 |
| Dividends Rev And Expnss | $31,619 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,619 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$12,062 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $297,172 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,557 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,619 | 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 |
| Accounting Fees Rev And Expnss | $5,160 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $5,064 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,224 | 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 | $35,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,174 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,617 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,619 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,188 | CashBOYAmt |
| Cash EOY | $14,988 | CashEOYAmt |
| Cash EOYFMV | $14,987 | CashEOYFMVAmt |
| Corporate Stock BOY | $646,391 | CorporateStockBOYAmt |
| Corporate Stock EOY | $637,974 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $693,382 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $679,579 | TotalAssetsBOYAmt |
| Total Assets EOY | $652,962 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $708,369 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $679,579 | CapitalStockBOYAmt |
| Capital Stock EOY | $652,962 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $679,579 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $652,962 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $679,579 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $652,962 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $679,579 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,617 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $652,962 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $652,962 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,825 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $718,441 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052649 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,690 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $521,324 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.070378 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,723 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $680,299 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065740 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $35,814 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $697,602 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051339 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $35,931 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $675,600 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053184 | DistributionYr5Rt |
| Total Distribution | 0.293290 | TotalDistributionRt |
| Average Distribution | 0.058658 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $714,128 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $41,889 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $316 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $42,205 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $35,950 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $632 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $632 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $632 | 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 | $21 | EsPenaltyAmt |
| Tax Due | $653 | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JESSICA REDEL | IndividualWithBooksNm |
| Phone | 9173272987 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2109 BROADWAY 13-160 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JESSICA REDEL | ||||||||
| 2109 BROADWAY 13-160 | NEW YORK | NY | 10023 | DIRECTOR/PRES | 0.00 | $0 | $0 | $0 |
| VICTORIA REDEL | ||||||||
| 2109 BROADWAY 13-160 | NEW YORK | NY | 10023 | DIRECTOR/VP | 0.00 | $0 | $0 | $0 |
| CLUDIA REDEL | ||||||||
| 2109 BROADWAY 13-160 | NEW YORK | NY | 10023 | DIRECTOR/SECY TREAS | 0.00 | $0 | $0 | $0 |
| MAX GREENES | ||||||||
| 2109 BROADWAY 13-160 | NEW YORK | NY | 10023 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JONAH-REDEL TRAUB | ||||||||
| 2109 BROADWAY 13-160 | NEW YORK | NY | 10023 | DIRECTOR | 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 | $665,425 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,578 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $725,003 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $725,003 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,875 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $714,128 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,706 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,706 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $632 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $632 | TotalTaxAmt |
| Distributable Before Adj | $35,074 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,074 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $35,074 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,950 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $35,950 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $35,950 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,074 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,188 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,806 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,362 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,077 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,438 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $32,871 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,074 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $876 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $33,747 | 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 | $1,188 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,559 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,806 | ExcessFromYear4Amt |
| Excess From Year3 | $11,362 | ExcessFromYear3Amt |
| Excess From Year2 | $16,077 | ExcessFromYear2Amt |
| Excess From Year1 | $2,438 | ExcessFromYear1Amt |
| Excess From Current Year | $876 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JESSICA REDEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| DAVID SHELDRICK WILDLIFE TRUST | ||||||||
| 25283 CABOT ROAD 101 | LAGUNA HILLS | CA | 92653 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 | |
| FINE ARTS WORK CENTER | ||||||||
| 24 PEARL STREET | PROVINCETOWN | MA | 02657 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 | |
| JEWISH COMMUNITY PROJECT | ||||||||
| 40 WORTH ST 10TH FL | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | CONTRIBUTION | $500 | |
| LIFT | ||||||||
| 999 N CAPITOL STREET NE 310 | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | CONTRIBUTION | $200 | |
| MIAMI CITY BALLET | ||||||||
| 2200 LIBERTY AVE | MIAMI BEACH | FL | 33139 | NONE | PUBLIC CHARITY | CONTRIBUTION | $2,000 | |
| NEW YORK CITY BALLET | ||||||||
| 20 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | CONTRIBUTION | $3,000 | |
| NEW YORK ZEN CENTER FOR CONTEMPLATIVE CARE | ||||||||
| 119 WEST 23RD STREET 401 | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | CONTRIBUTION | $5,000 | |
| NEW YORK ZEN CENTER FOR CONTEMPLATIVE CARE | ||||||||
| 119 WEST 23RD STREET 401 | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | CONTRIBUTION | $2,500 | |
| NY PUBLIC LIBRARY | ||||||||
| STEPHEN A SCHWARZMAN BUILDING FIFTH | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CONTRIBUTION | $500 | AVE 42ND STREET |
| PEN AMERICA | ||||||||
| 588 BROADWAY STE 303 | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | CONTRIBUTION | $2,000 | |
| PLANNED PARENTHOOD | ||||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 | |
| PUBLIC BROADCASTING SERVICE | ||||||||
| 2100 CRYSTAL DRIVE THIRD FLOOR | ARLINGTON | VA | 22202 | NONE | PUBLIC CHARITY | CONTRIBUTION | $500 | |
| WHY HUNGER | ||||||||
| 505 EIGHT AVE 2100 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CONTRIBUTION | $500 | |
| FLORIDA GRAND OPERA | ||||||||
| 8390 NW 25TH ST | MIAMI BEACH | FL | 33122 | NONE | PUBLIC CHARITY | CONTRIBUTION | $2,000 | |
| METROPOLITAN OPERA | ||||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | CONTRIBUTION | $4,500 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,500 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | CONTRIBUTION | $500 | |
| PLANNED PARENTHOOD | ||||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 | |
| PS 234 | ||||||||
| 292 GREENWICH ST | NEW YORK | NY | 10007 | NONE | PUBLIC CHARITY | CONTRIBUTION | $500 | |
| FILM AT LINCOLN CENTER | ||||||||
| 70 LINCOLN CENTER PLAZA 4 | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | CONTRIBUTION | $500 | |
| THE INSTITUTE FOR JUSTICE | ||||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 | |
| GIVE DIRECTLY | ||||||||
| PO BOX 3221 | NEW YORK | NY | 10008 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 | |
| THE INNOCENCE PROJECT | ||||||||
| 40 WORTH ST SUITE 701 | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | CONTRIBUTION | $500 | |
| REED FOUNDATION FOR AUTISM | ||||||||
| 25 POTASH ROAD | OAKLAND | NJ | 07436 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 | |
| THE AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||
| 200 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | CONTRIBUTION | $250 | |
| REED FOUNDATION FOR AUTISM | ||||||||
| 25 POTASH ROAD | OAKLAND | NJ | 07436 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 | |
| ACLU | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,950 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $31,619 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$12,062 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $19,557 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,557 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INCOME NECESSARY FOR THE CONTINUATION AND PRESERVATION OF CHARITABLE AVTIVITIES |
| 8 | INCOME NECESSARY FOR THE CONTINUATION AND PRESERVATION OF CHARITABLE ACTIVITIES |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $5,160 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP | 2018-06 | DONATED | 2018-12 | $32,946 | $44,484 | $0 | -$11,538 |
| ISHARES CORE S&P 500 | 2018-10 | DONATED | 2018-12 | $24,463 | $27,150 | $0 | -$2,687 |
| ALTRIA GROUP | 2019-01 | DONATED | 2019-01 | $32,684 | $35,149 | $0 | -$2,465 |
| 2018-09 | DONATED | 2019-07 | $41,521 | $36,477 | $0 | $5,044 | |
| VODAFONE GROUP | 2019-01 | DONATED | 2019-09 | $9,543 | $9,789 | $0 | -$246 |
| WALMART INC | 2018-05 | DONATED | 2019-10 | $6,015 | $4,226 | $0 | $1,789 |
| BB&T CORP DEP REP | 2015-04 | DONATED | 2019-09 | $87,500 | $88,830 | $0 | -$1,330 |
| BB&T CORP DEP REP | 2019-03 | DONATED | 2019-09 | $62,500 | $63,129 | $0 | -$629 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS | StockNm |
| EOY Book Value | $637,974 | EOYBookValueAmt |
| EOYFMV | $693,382 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEES, OFFICE & MISC. | $4,864 | $0 | $0 | $0 |
| LICENSES & PERMIT | $200 | $0 | $0 | $0 |
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