ROE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROE FOUNDATION INC (EIN 13-3840700)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202033189349101253
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T09:13:03-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 130485070 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERDON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 133840700 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROE FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O PAN AM EQUITIES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROEF | BusinessNameControlTxt |
| Phone | 2128374800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 EAST 50TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD ACKERMAN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2128374800 | PhoneNum |
| Signature | 2020-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAURY GOLBERT | PreparerPersonNm |
| PTIN | P00748248 | PTIN |
| Phone | 2128320400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.125.164.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-02 | IPDt |
| IP Tm | 09:48:30 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 82439282CC8ECD7994707A0112ECB74666350CF9 | 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 | $174,643 | 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 | $1,325,000 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,325,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | 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 |
| Other Prof Fees Rev And Expnss | $420 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $420 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $720 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $720 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,140 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,140 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,307,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,307,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,308,890 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,308,890 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,110 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $116,683 | CashBOYAmt |
| Cash EOY | $132,793 | CashEOYAmt |
| Cash EOYFMV | $132,793 | CashEOYFMVAmt |
| Other Investments BOY | $127,049 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $127,049 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $41,850 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $243,732 | TotalAssetsBOYAmt |
| Total Assets EOY | $259,842 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $174,643 | 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 | $243,732 | RetainedEarningBOYAmt |
| Retained Earning EOY | $259,842 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $243,732 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $259,842 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $243,732 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $259,842 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $243,732 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,110 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $259,842 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $259,842 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $808,477 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $226,973 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 3.561996 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $441,645 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $388,816 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.135871 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $612,476 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $296,701 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.064287 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $409,339 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $446,627 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.916512 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $413,991 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $384,379 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.077039 | DistributionYr5Rt |
| Total Distribution | 8.755705 | TotalDistributionRt |
| Average Distribution | 1.751141 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $224,801 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $393,658 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $393,658 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,308,890 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $500 | OverpaymentAmt |
| Applied To ES Tax | $500 | 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 | SCOTT SOLOMON PAN AM EQUITIES | IndividualWithBooksNm |
| Phone | 2128374800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 EAST 50TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| GREG MANOCHERIAN | ||||||||
| 18 EAST 50TH STREET | NEW YORK | NY | 10022 | DIR/PRES AS REQ'D | 0.00 | $0 | $0 | $0 |
| JOHN MANOCHERIAN | ||||||||
| 18 EAST 50TH STREET | NEW YORK | NY | 10022 | VICE PRES. AS REQ'D | 0.00 | $0 | $0 | $0 |
| SCOTT SOLOMON | ||||||||
| 18 EAST 50TH STREET | NEW YORK | NY | 10022 | OFFICER AS REQ'D | 0.00 | $0 | $0 | $0 |
| JED MANOCHERIAN | ||||||||
| 18 EAST 50TH STREET | NEW YORK | NY | 10022 | DIR/SEC'Y AS REQ'D | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $57,105 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $171,119 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $228,224 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $228,224 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,423 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $224,801 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,240 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,240 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $11,240 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,240 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,240 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,308,890 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,308,890 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,308,890 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,240 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $413,991 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $409,339 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $612,476 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $441,645 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $797,128 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,674,579 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,308,890 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,240 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,297,650 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,972,229 | 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 | $413,991 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,558,238 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $409,339 | ExcessFromYear4Amt |
| Excess From Year3 | $612,476 | ExcessFromYear3Amt |
| Excess From Year2 | $441,645 | ExcessFromYear2Amt |
| Excess From Year1 | $797,128 | ExcessFromYear1Amt |
| Excess From Current Year | $1,297,650 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GREG MANOCHERIAN | ContributingManagerNm |
| Contributing Manager | JOHN MANOCHERIAN | ContributingManagerNm |
| Contributing Manager | JED MANOCHERIAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| ACT FOR NIH FOUNDATION | ||||||
| 300 NEW JERSEY AVENUE NW SUITE | WASHINGTON | DC | 20001 | GENERAL CONTRIBUTION | $325,000 | |
| AMERICAN FRIENDS OF THE BUGATTI TRUST | ||||||
| 136 VILLAGE AVE | DEDHAM | MA | 02026 | GENERAL CONTRIBUTION | $10,000 | |
| BEDFORD PLAYHOUSE | ||||||
| 633 OLD POST RD | BEDFORD | NY | 10506 | GENERAL CONTRIBUTION | $1,000 | |
| BEST BUDDIES | ||||||
| 100 SOUTHEAST SECOND ST SUITE 2200 | MIAMI | FL | 33131 | GENERAL CONTRIBUTION | $2,500 | |
| CANTOR FITZGERALD RELIEF FUND | ||||||
| 499 PARK AVENUE | NEW YORK | NY | 10022 | GENERAL CONTRIBUTION | $25,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 4550 MONTGOMERY AVE SUITE 1100N | BETHESDA | MD | 20814 | GENERAL CONTRIBUTION | $5,000 | |
| DOUGLAS & KAISA LEVINE CHARITABLE FOUNDATION INC | ||||||
| 2760 N BAY ROAD | MIAMI BEACH | FL | 33140 | GENERAL CONTRIBUTION | $50,000 | |
| ELIZABETH SETON CHILDREN'S CENTER | ||||||
| 300 CORPORATE BLVD S | YONKERS | NY | 10701 | GENERAL CONTRIBUTION | $10,000 | |
| FLORIDA FOSTER CARE REVIEW | ||||||
| 155 NW 3RD STREET SUITE 4338 | MIAMI | FL | 33128 | GENERAL CONTRIBUTION | $10,000 | |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION | ||||||
| 11200 SW 8TH STREET MODESTO A | MIAMI | FL | 33199 | GENERAL CONTRIBUTION | $89,500 | MAIDIQUE CAMPUS-MARC 5TH FLOOR |
| FORDHAM UNIVERSITY | ||||||
| 45 COLUMBUS AVENUE 8TH FLOOR | NEW YORK | NY | 10023 | GENERAL CONTRIBUTION | $60,000 | |
| INTERNATIONAL CAMPAIGN FOR TIBET | ||||||
| 1825 JEFFERSON PLACE NW | WASHINGTON | DC | 20036 | GENERAL CONTRIBUTION | $35,000 | |
| LIFE TIME FOUNDATION | ||||||
| 2902 CORPORATE PLACE | CHAMHASSEN | MN | 55317 | GENERAL CONTRIBUTION | $50,000 | |
| MEMORIAL SLOAN-KETTERI NG CANCER CENTER | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | GENERAL CONTRIBUTION | $5,000 | |
| NEIGHBORS LINK | ||||||
| 27 COLUMBUS AVE | MT KISCO | NY | 10549 | GENERAL CONTRIBUTION | $50,000 | |
| ONE WORLD ONE VISION | ||||||
| 3801 WEST 15TH ST 110A | PLANO | TX | 57075 | GENERAL CONTRIBUTION | $10,000 | |
| PANTHERA | ||||||
| 8 WEST 40TH STREET 18TH FLOOR | NEW YORK | NY | 10018 | GENERAL CONTRIBUTION | $38,000 | |
| RANDOM FARMS KIDS THEATER | ||||||
| 455 TARRYTOWN ROAD 1119 | WHITE PLANS | NY | 10607 | GENERAL CONTRIBUTION | $2,500 | |
| RECONNECT BROOKLYN | ||||||
| 677 LAFAYETTE AVENUE | BROOKLYN | NY | 11216 | GENERAL CONTRIBUTION | $2,500 | |
| RIVERKEEPER | ||||||
| 20 SECOR ROAD | OSSINING | NY | 10562 | GENERAL CONTRIBUTION | $1,000 | |
| SOUTH FORK NATURAL HISTORY MUSEUM | ||||||
| PO BOX 455 | BRIDGEHAMPTON | NY | 11932 | GENERAL CONTRIBUTION | $100,000 | |
| ST MARY'S FOUNDATION FOR CHILDREN | ||||||
| 29-01 216 ST | BAYSIDE | NY | 11360 | GENERAL CONTRIBUTION | $10,000 | |
| THE ALS ASSOCIATION CONNECTICUT CHAPTER | ||||||
| 4 OXFORD ROAD UNIT E4 | MILFORD | CT | 06460 | GENERAL CONTRIBUTION | $1,000 | |
| THE CATALOG FOR GIVING | ||||||
| 444 MADISON AVENUE 6TH FLOOR | NEW YORK | NY | 10022 | GENERAL CONTRIBUTION | $1,250 | |
| THE CELL THEATRE CO | ||||||
| 338 W 23RD ST | NEW YORK | NY | 10011 | GENERAL CONTRIBUTION | $2,500 | |
| THE COMMUNITY CENTER OF NORTHERN WESTCHESTER | ||||||
| 84 BEDFORD RD | KATONAH | NY | 10536 | GENERAL CONTRIBUTION | $2,500 | |
| UJA FEDERATION OF NY | ||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | GENERAL CONTRIBUTION | $9,000 | |
| VHS DEVELOPMENT FUND | ||||||
| 2 PARK AVENUE | DUMONT | NJ | 07628 | GENERAL CONTRIBUTION | $2,500 | |
| WILDLIFE CONSERVATION SOCIETY | ||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | GENERAL CONTRIBUTION | $53,000 | |
| MARCH OF DIMES | ||||||
| 1550 CRYSTAL DR SUITE 1300 | ARLINGTON | VA | 22202 | GENERAL CONTRIBUTION | $25,000 | |
| THE FRIENDSHIP PADDLE | ||||||
| 814 STATE STREET | SANTA BARBARA | CA | 93101 | GENERAL CONTRIBUTION | $1,000 | |
| THE PAD PROJECT | ||||||
| 10573 W PICO BLVD SUITE 73 | LOS ANGELAS | CA | 90064 | GENERAL CONTRIBUTION | $15,000 | |
| WILDERNESS YOUTH PROJECT | ||||||
| 5386 HOLLISTER AVE | SANTA BARBARA | CA | 93111 | GENERAL CONTRIBUTION | $3,000 | |
| THE COMMUNITY FOUNDATION FOR NORTHEAST FLORIDA | ||||||
| 245 RIVERSIDE AVE | JACKSONVILLE | FL | 32202 | GENERAL CONTRIBUTION | $300,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,307,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
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 | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JOHN MANOCHERIAN | ||||||
| 1 | 135 CENTRAL PARK WEST 11SC | NEW YORK | NY | 10023 | $550,000 | Yes (X) |
| GREG MANOCHERIAN | ||||||
| 2 | 52 SOUTH BEDFORD RD | POUND RIDGE | NY | 10576 | $775,000 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 22,500 SHS KINGSWAY FIN. SVS. | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $127,049 | BookValueAmt |
| EOYFMV | $41,850 | 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 |
|---|---|---|---|---|
| LICENSES & PERMITS | $320 | $0 | $0 | $320 |
| OFFICE EXPENSE | $400 | $0 | $0 | $400 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $420 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $420 | DisbursementsCharitablePrpsAmt |
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