GREENBLATT FAMILY CHARITABLE TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GREENBLATT FAMILY CHARITABLE TR (EIN 27-6946683)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202033149349100808
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T08:42:22-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Park Ave | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101540102 | 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 | 276946683 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Greenblatt Family Charitable Trust | BusinessNameLine1Txt |
| Business Name Line2 | C/O William Greenblatt | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KPMG LLP | InCareOfNm |
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 2127365100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 State Street 24th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM GREENBLATT | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2127365100 | PhoneNum |
| Signature | 2020-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Warren Abkowitz | PreparerPersonNm |
| PTIN | P00182285 | PTIN |
| Phone | 2127589700 | PhoneNum |
| Preparation | 2020-08-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 127.0.0.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 13407320202305000021 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-08-17 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5F5BCF0F5A7C1A4DA2E326C95A7388309B8E63B1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 80CCD5B422E78958BA4C27B3328E32340C72F1EF | 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 | $8,753,311 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $28,733 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,253 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,253 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $230,974 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $227,710 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $256,934 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $557,613 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $256,934 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $517,894 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $485,897 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,331 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,166 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $4,331 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,166 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $810,965 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $810,965 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $815,296 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,166 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $810,965 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$297,402 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $483,731 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $61,472 | CashBOYAmt |
| Cash EOY | $56,852 | CashEOYAmt |
| Cash EOYFMV | $56,852 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,683,406 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,385,192 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,691,030 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $5,429 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,429 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,429 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,750,307 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,447,473 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,753,311 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,750,307 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,447,473 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,750,307 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,447,473 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,750,307 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,447,473 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,750,307 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$297,402 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,452,905 | SubtotalAmt |
| Other Decreases | $5,432 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,447,473 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $256,934 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $623,665 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,212,118 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.075944 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $712,123 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,278,984 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.086016 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $469,670 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,753,628 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060574 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $307,550 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,692,378 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.11423 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $257,709 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,456,599 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.104905 | DistributionYr5Rt |
| Total Distribution | 0.441669 | TotalDistributionRt |
| Average Distribution | 0.088334 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,425,799 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $744,285 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,837 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $749,122 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $810,965 | 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 | $4,837 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,837 | SubtotalAmt |
| Tax Based On Investment Income | $4,837 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,652 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $22,652 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $17,815 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $17,815 | RefundAmt |
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 | NJ | 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 | KPMG LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127589700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 PARK AVENUE | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10154 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| William Greenblatt | ||||||||
| 1 State Street 24th Floor | New York | NY | 10004 | trustee | 1.0 | $0 | $0 | $0 |
| Judith Greenblatt | ||||||||
| 1 State Street 24th Floor | New York | NY | 10004 | trustee | 1.0 | $0 | $0 | $0 |
| Steven j Greenblatt | ||||||||
| 1 State Street 24th Floor | New York | NY | 10004 | trustee | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,335,596 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $218,515 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,554,111 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,554,111 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $128,312 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,425,799 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $421,290 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $421,290 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,837 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,837 | TotalTaxAmt |
| Distributable Before Adj | $416,453 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $416,453 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $416,453 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $810,965 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $810,965 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,837 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $806,128 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $416,453 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $137,275 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $175,895 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $95,938 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $302,047 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $222,755 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $933,910 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $810,965 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $416,453 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $394,512 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,328,422 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $137,275 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,191,147 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $175,895 | ExcessFromYear4Amt |
| Excess From Year3 | $95,938 | ExcessFromYear3Amt |
| Excess From Year2 | $302,047 | ExcessFromYear2Amt |
| Excess From Year1 | $222,755 | ExcessFromYear1Amt |
| Excess From Current Year | $394,512 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM M GREENBLATT | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Park Avenue Synagogue | |||||||||||
| 50 E 87th St | New York | NY | 10128 | NONE | PC | NON-RESTRICTED | $389,582 | ||||
| Washington University in St Louis Alumni&Developm | |||||||||||
| One Booking Drive Campus Box 1210 | St Louis | MO | 63130 | NONE | PC | NON-RESTRICTED | $2,500 | ||||
| Pap Corps For Cancer Research Boca Lago | |||||||||||
| 1166 W Newport Center Dr Suite 11 | Deerfield Beach | FL | 33442 | NONE | PC | NON-RESTRICTED | $1,000 | ||||
| Success Academy Charter Schools | |||||||||||
| 95 Pine St | New York | NY | 10005 | NONE | PC | NON-RESTRICTED | $47,450 | ||||
| Cardoso Law | |||||||||||
| 55 Fifth Avenue | New York | NY | 10003 | NONE | PC | NON-RESTRICTED | $25,000 | ||||
| Congregation Ohr ShalomSummit JCC | |||||||||||
| 67 Kent Place Boulevard | Summit | NJ | 07901 | NONE | PC | NON-RESTRICTED | $10,000 | ||||
| MRCC Foundation Inc | |||||||||||
| 101 Eisenhower | ROSELAND | NJ | 07068 | NONE | PC | NON-RESTRICTED | $1,000 | ||||
| Abingdon Theatre Company | |||||||||||
| 312 W 36th St | New York | NY | 10018 | NONE | PC | NON-RESTRICTED | $25,000 | ||||
| Lincoln Center Corporate Fund | |||||||||||
| 70 Lincoln Center Plaza | New York | NY | 10023 | NONE | PC | NON-RESTRICTED | $8,500 | ||||
| Northside Center | |||||||||||
| 1301 5th Ave | New York | NY | 10029 | NONE | PC | NON-RESTRICTED | $1,500 | ||||
| University of Maryland College Park Foundation | |||||||||||
| 4603 Calvert Road | College Park | MD | 20740 | NONE | PC | NON-RESTRICTED | $24,100 | ||||
| Shore Friends of Camp Oakhurst | |||||||||||
| 111 Monmouth Rd | Oakhurst | NJ | 07755 | NONE | PC | NON-RESTRICTED | $1,000 | ||||
| Yeshivot Atered Torah | |||||||||||
| 901 QUENTIN ROAD | BROOKLYN | NY | 11223 | NONE | PC | NON-RESTRICTED | $250 | ||||
| American Jewish Committee | |||||||||||
| AJC global | New York | NY | 10022 | NONE | PC | NON-RESTRICTED | $2,470 | ||||
| University of Maryland Alumni Association | |||||||||||
| 7801 Alumni Drive | College Park | MD | 20742 | NONE | PC | NON-RESTRICTED | $4,438 | ||||
| Ronald Mcdonald House | |||||||||||
| 145 Somerset St | New Brunswick | NJ | 08901 | NONE | PC | NON-RESTRICTED | $1,000 | ||||
| National Institute for Reproductive Health | |||||||||||
| 14 Wall Street Suite 3B | New York | NY | 10005 | NONE | PC | NON-RESTRICTED | $1,800 | ||||
| NYU Development | |||||||||||
| 111 Broadway 2nd Floor | New York | NY | 100061901 | NONE | PC | NON-RESTRICTED | $3,150 | ||||
| Family and Childrens Agency | |||||||||||
| 100 E Old Country Road | Mineola | NY | 11501 | NONE | PC | NON-RESTRICTED | $250 | ||||
| Alzheimer's Association | |||||||||||
| 23 Vreeland Rd 105 | Florham Park | NJ | 07932 | NONE | PC | NON-RESTRICTED | $100 | ||||
| United Jewish Appeal Federation of New York | |||||||||||
| 130 E 59th St | New York | NY | 10022 | NONE | PC | NON-RESTRICTED | $209,750 | ||||
| ArtWorks NYC | |||||||||||
| 277 West End Avenue 2C | New York | NY | 10023 | NONE | PC | NON-RESTRICTED | $515 | ||||
| American Friends of Kishorit | |||||||||||
| NONE | PC | NON-RESTRICTED | $250 | DN Bikat Beit Hakerem | IS | 12390 | |||||
| Mount Sinai Health System | |||||||||||
| 555 W 57th St | New York | NY | 10019 | NONE | PC | NON-RESTRICTED | $1,000 | ||||
| Children's Health Fund | |||||||||||
| 215 W 125th St 301 | New York | NY | 10027 | NONE | PC | NON-RESTRICTED | $3,010 | ||||
| Lymphoma Research | |||||||||||
| Wall Street Plaza | New York | NY | 10005 | NONE | PC | NON-RESTRICTED | $250 | 88 Pine St Suite 2400 | |||
| The American Cancer Society | |||||||||||
| 132 W 32nd St | New York | NY | 10001 | NONE | PC | NON-RESTRICTED | $150 | ||||
| Pop Earth | |||||||||||
| 401 Park Ave | New York | NY | 10016 | NONE | PC | NON-RESTRICTED | $400 | ||||
| UMCP Foundation | |||||||||||
| 4603 Calvert Rd | College Park | MD | 20740 | NONE | PC | NON-RESTRICTED | $25,000 | ||||
| Dana Farber Jimmy Fund | |||||||||||
| 450 Brookline Ave | Boston | MA | 02215 | NONE | PC | NON-RESTRICTED | $1,000 | ||||
| ECLC Foundation | |||||||||||
| 21 Lum Ave | Chatham Township | NJ | 07928 | NONE | PC | NON-RESTRICTED | $2,100 | ||||
| Promise Project | |||||||||||
| 635 W 165th St | New York | NY | 10032 | NONE | PC | NON-RESTRICTED | $1,000 | ||||
| National Brain Tumor Society Inc | |||||||||||
| 55 Chapel St | Newton | MA | 02458 | NONE | PC | NON-RESTRICTED | $1,000 | ||||
| Imagine A Center | |||||||||||
| 244 Sheffield St | Mountainside | NJ | 07092 | NONE | PC | NON-RESTRICTED | $1,000 | ||||
| The Jewish Museum | |||||||||||
| 1109 5th Ave 92nd St | New York | NY | 10128 | NONE | PC | NON-RESTRICTED | $14,450 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $810,965 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $232,227 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $256,934 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $489,161 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $489,161 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | William Greenblatt | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 East 68th Street apt 10E | AddressLine1Txt |
| City | new york | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $28,733 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,331 | Amt |
| Net Investment Income | $2,166 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | APPLE INC / CUSIP: 037833100 / SYMBOL: AAPL | AssetDesc |
| Acquired | 2016-02 | AcquiredDt |
| Sold | 2019-02 | SoldDt |
| Gross Sales Price | $557,613 | GrossSalesPriceAmt |
| Basis | $300,679 | BasisAmt |
| Total Net | $256,934 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STIFEL - MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $5,385,192 | EOYBookValueAmt |
| EOYFMV | $8,691,030 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| BOY Book Value | $5,429 | BOYBookValueAmt |
| EOY Book Value | $5,429 | EOYBookValueAmt |
| EOYFMV | $5,429 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $5,432 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1: THE BLACKSTONE GROUP LP | Desc |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William Greenblatt | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 East 68th Street apt 10E | AddressLine1Txt |
| City | new york | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
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