I & B NEUMAN FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- I & B NEUMAN FOUNDATION INC (EIN 13-6161492)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349103137
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T13:42:33-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 136161492 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | I & B NEUMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | I&BN | BusinessNameControlTxt |
| Phone | 2128670683 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 EAST 42ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10168 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HERBERT NEUMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128670683 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHARON KESTENBAUM | PreparerPersonNm |
| PTIN | P00445310 | PTIN |
| Phone | 2123721000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.88 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 11:18:37 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3BE78EE3CD9C04C31E2E3DD4590FA9F8F4A6D636 | 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 | $110,653 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,140 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,140 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $274 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $274 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $274 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$440 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,417 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,574 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $46 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $46 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,037 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,051 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,245 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,123 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,122 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,295 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,123 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,172 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $79,327 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $79,327 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $82,622 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,123 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $80,499 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$78,585 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,928 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37,477 | CashBOYAmt |
| Cash EOY | $1,682 | CashEOYAmt |
| Cash EOYFMV | $1,682 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $15,303 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,896 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,896 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $49,397 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $39,517 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $44,669 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $20,977 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $46,266 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $46,540 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,540 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,866 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $15,866 | LandBOYAmt |
| Land EOY | $15,866 | LandEOYAmt |
| Land EOYFMV | $15,866 | LandEOYFMVAmt |
| Total Assets BOY | $185,286 | TotalAssetsBOYAmt |
| Total Assets EOY | $105,501 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $110,653 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,200 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $1,200 | 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 | $184,086 | RetainedEarningBOYAmt |
| Retained Earning EOY | $105,501 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $184,086 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $105,501 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $185,286 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $105,501 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $184,086 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$78,585 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $105,501 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $105,501 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $30,417 | GrossSalesPriceAmt |
| Cost Or Other Basis | $14,843 | CostOrOtherBasisAmt |
| Gain Or Loss | $15,574 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $15,574 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,574 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $178,217 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $296,708 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.600648 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $294,037 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $514,929 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.571024 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $48,382 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $240,475 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.201193 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $194,195 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $307,374 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.631787 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $147,487 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $245,027 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.601921 | DistributionYr5Rt |
| Total Distribution | 2.606573 | TotalDistributionRt |
| Average Distribution | 0.521315 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $142,559 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $74,318 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $189 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $74,507 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $80,499 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $189 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $189 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $189 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,321 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,321 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,132 | OverpaymentAmt |
| Applied To ES Tax | $1,132 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 | I B NEUMAN FOUNDATION INC | IndividualWithBooksNm |
| Phone | 2128670683 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 EAST 42ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10168 | 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 |
|---|---|---|---|---|---|---|---|---|
| HERBERT NEUMAN | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| MARVIN NEUMAN | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | SECRETARY/TREASURER | 10.00 | $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 | $59,464 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,997 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $62,269 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $144,730 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $144,730 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,171 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $142,559 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,128 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,128 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $189 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $189 | TotalTaxAmt |
| Distributable Before Adj | $6,939 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,939 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,939 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $80,499 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $80,499 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $189 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $80,310 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,939 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $135,356 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $178,976 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $36,698 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $273,223 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $163,740 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $787,993 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $80,499 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,939 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $73,560 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $861,553 | 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 | $135,356 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $726,197 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $178,976 | ExcessFromYear4Amt |
| Excess From Year3 | $36,698 | ExcessFromYear3Amt |
| Excess From Year2 | $273,223 | ExcessFromYear2Amt |
| Excess From Year1 | $163,740 | ExcessFromYear1Amt |
| Excess From Current Year | $73,560 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HERBERT NEUMAN | ContributingManagerNm |
| Contributing Manager | MARVIN NEUMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AJC | |||||||
| 165 EAST 56 STREET | NEW YORK | NY | 10022 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $250 |
| ALBERT WISNER PUBLIC LIBRARY FOUNDATION | |||||||
| ONE MCFARLAND DRIVE | WARWICK | NY | 10990 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $100 |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | |||||||
| ONE BATTERY PARK PLAZA 25TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $15,000 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| CENTRAL PARK WEST AT 79TH STREET | NEW YORK | NY | 10024 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $2,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $1,000 |
| BRONX HSOF SCIENCE ALUMNI FDN INC | |||||||
| 75 BRONX SCIENCE BOULEVARD | BRONX | NY | 10468 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $100 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $100 |
| CHABAD LUBOVITCH OF PARK CITY | |||||||
| 4041 FLANDERS WAY PARK CITY | PARK CITY | UT | 84098 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $2,860 |
| CHABAD LUBOVITCH OF UTAH | |||||||
| 1760 S 1100 E SUITE 2A | SALT LAKE CITY | UT | 84105 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $12,680 |
| CHABAD OF ST GEORGE AND SOUTHERN UTAH | |||||||
| 569 E 200 S | SAINT GEORGE | UT | 84770 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $1,000 |
| CHABAD OF SOUTHERN VERMONT | |||||||
| 59 COUNTRY HILL | BRATTLEBORO | VT | 05301 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $3,000 |
| COLUMBIA UNIVERSITY | |||||||
| 630 W 168TH ST | NEW YORK | NY | 10032 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $10,000 |
| CONGREGATION BETH EL | |||||||
| 8215 OLD GEORGETOWN ROAD | BETHESDA | MD | 20814 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $300 |
| CORNELL HILLEL | |||||||
| ANABEL TAYLOR HALL 548 COLLEGE AVE | ITHACA | NY | 14853 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $720 |
| CORNELL UNIVERSITY | |||||||
| 377 PINE TREE ROAD | ITHACA | NY | 14850 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $50 |
| DEERFIELD VALLEY FOOD PANTRY | |||||||
| PO BOX 1743 | WILMINGTON | VT | 05363 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $250 |
| FRIENDS OF DOVER FREE LIBRARY | |||||||
| 32 E CLINTON ST | DOVER | NJ | 07801 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $100 |
| HORACE MANN SCHOOL | |||||||
| 231 W 246TH ST | BRONX | NY | 10471 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $1,000 |
| HUMAN OUTREACH PROJECT | |||||||
| 7938 SOUTH 3500 EAST B-100 | MIDVALE | UT | 84121 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $250 |
| JEWISH COMMUNITY RELATIONS COUNCIL | |||||||
| 225 WEST 34TH STREET SUITE 1607 | NEW YORK | NY | 10122 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $1,000 |
| JEWISH WAR VETERANS OF THE USA | |||||||
| 1811 R STREET NW | WASHINGTON | DC | 20009 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $36 |
| MENTAL HEALTH CORPORATION OF AMERICA INC | |||||||
| 1876A EIDER CT | TALLAHASSEE | FL | 32308 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $250 |
| NEW HAVEN LAND TRUST | |||||||
| 817 GRAND AVE 102 | NEW HAVEN | CT | 06511 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $100 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $135 |
| PETTEE MEMORIAL LIBRARY | |||||||
| 16 S MAIN ST | WILMINGTON | VT | 05363 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $1,000 |
| POOL LEARNING CENTER | |||||||
| PO BOX 12 | MARLBORO | VT | 05344 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $250 |
| RECONSTRUCTING JUDAISM | |||||||
| 1299 CHURCH ROAD | WYNCOTE | PA | 19095 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $36 |
| SAJ | |||||||
| 15 WEST 86TH STREET | NEW YORK | NY | 10024 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $3,250 |
| SYRACUSE UNIVERSITY | |||||||
| 820 COMSTOCK AVENUE | SYRACUSE | NY | 13244 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $150 |
| SYRACUSE HILLEL | |||||||
| WINNICK HILLEL CENTER 102 WALNUT PL | SYRACUSE | NY | 13210 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $250 |
| THE FRICK COLLECTION | |||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $140 |
| THE HISTORICAL SOCIETY OF TOWN OF WARWICK | |||||||
| 2 COLONIAL AVENUE PO BOX 353 | WARWICK | NY | 10990 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $100 |
| THE JEWISH MUSEUM | |||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $125 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $200 |
| THE ZAMIR CHORAL FOUNDATION | |||||||
| 475 RIVERSIDE DRIVE SUITE 1948 | NEW YORK | NY | 10115 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $10,000 |
| UCLA | |||||||
| 1147 MURPHY HALL BOX 951436 | LOS ANGELES | CA | 90095 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $3,000 |
| UJA FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $2,000 |
| UNITED JEWISH FEDERATION OF UTAH | |||||||
| 2 N MEDICAL DR | SALT LAKE CITY | UT | 84113 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $4,000 |
| UNITED STATES ARMED FORCES ASOC | |||||||
| 8719 COLESVILLE ROAD SUITE 100 | SILVER SPRING | MD | 20910 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $20 |
| WARWICK COMMUNITY AMBULANCE SERVICE INC | |||||||
| PO BOX 315 | WARWICK | NY | 10990 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $25 |
| WASATCH ADAPTIVE SPORTS | |||||||
| 9385 S SNOWBIRD CENTER DR | SNOWBIRD | UT | 84092 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $79,327 | 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 | $17 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,140 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $274 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$440 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $46 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,037 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,037 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,245 | Amt |
| Net Investment Income | $1,123 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,122 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $39,517 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $44,669 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN RENTAL ACTIVITY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $46,540 | BookValueAmt |
| EOYFMV | $46,540 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEE | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $46 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $46 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $46 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEEDERAL EXCISE TAX | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments