BETA

ROSALIND AND FRANKLYN SCHAEFER FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ROSALIND AND FRANKLYN SCHAEFER FAMILY FOUNDATION (EIN 35-7085237)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-13
IRS object ID
202033189349101378
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-13T11:57:25-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222428965PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CITRIN COOPERMAN & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1529 FIFTH AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100174683ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN357085237EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROSALIND AND FRANKLYN SCHAEFER FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROSABusinessNameControlTxt
Phone5168832790PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1120 WEST CREEK FARMS ROADAddressLine1Txt
CitySANDS POINTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11050ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROSALIND SCHAEFERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5168832790PhoneNum
Signature2020-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANASTASIOS VALAOURASPreparerPersonNm
PTINP01427281PTIN
Phone2126971000PhoneNum
Preparation2020-11-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.89.162.79IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-11IPDt
IP Tm13:39:34IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdEAA62F9CA382966612A53846BB44818D619925DCAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,024,107FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$50InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$50InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$80,431DividendsRevAndExpnssAmt
Dividends Net Invst Incm$80,431DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$36,738NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$255,750GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$36,738CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$117,219TotalRevAndExpnssAmt
Total Net Invst Incm$117,219TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,525AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,175AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$8,786OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,786OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,736TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,311TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,175TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$160,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$160,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$177,986TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,311TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$162,425TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$60,767ExcessRevenueOverExpensesAmt
Net Investment Income$101,908NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$28,280CashBOYAmt
Cash EOY$55,830CashEOYAmt
Cash EOYFMV$55,830CashEOYFMVAmt
Corporate Stock BOY$2,578,080CorporateStockBOYAmt
Corporate Stock EOY$2,582,797CorporateStockEOYAmt
Corporate Stock EOYFMV$2,514,599CorporateStockEOYFMVAmt
Other Investments BOY$503,038OtherInvestmentsBOYAmt
Other Investments EOY$410,004OtherInvestmentsEOYAmt
Other Investments EOYFMV$453,678OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,109,398TotalAssetsBOYAmt
Total Assets EOY$3,048,631TotalAssetsEOYAmt
Total Assets EOYFMV$3,024,107TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,109,398RetainedEarningBOYAmt
Retained Earning EOY$3,048,631RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,109,398TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,048,631TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,109,398TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,048,631TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,109,398TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$60,767ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,048,631SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,048,631TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDt
133 SHS OF ISHARES PREFERRED INCOMEP2019-09-27$4,983$4,779$204$204
1826 SHS OF BERNZOTT US SM CAPP2019-03-18$25,000$29,122-$4,122-$4,1222017-11-21
1730 SHS OF HOTCHKIS & WILEYP2019-08-02$20,000$21,028-$1,028-$1,0282017-11-01
5218 SHS OF HOTCHKIS & WILEYP2019-09-13$60,000$64,060-$4,060-$4,0602017-11-01
2655 SHS OF ISHARES PREFERRED INCOMEP2019-09-27$99,482$100,003-$521-$5212018-07-13
.53 SHS OF ISHARES PREFERRED INCOMEP2019-09-30$20$20$0$02019-07-13
CAPITAL GAINS DIVIDENDSP$46,265$46,265$46,265
FieldValueIRS element (for citing)
Capital Gain Net Income$36,738CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$156,035AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,020,853NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051653DistributionYr1Rt
Adjusted Qlfy Distri Yr2$115,317AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,227,645NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051766DistributionYr2Rt
Adjusted Qlfy Distri Yr3$89,185AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,869,106NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047715DistributionYr3Rt
Adjusted Qlfy Distri Yr4$19,905AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$789,320NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.025218DistributionYr4Rt
Total Distribution0.176352TotalDistributionRt
Average Distribution0.044088AverageDistributionRt
Net Vl Noncharitable Assets$2,924,439NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$128,933AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,019NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$129,952AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$162,425QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,019InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,019SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,019TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$16,769EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$16,769TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$15,750OverpaymentAmt
Applied To ES Tax$15,750AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROSALIND SCHAEFERIndividualWithBooksNm
Phone5168832790PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1120 WEST CREEK FARMS ROADAddressLine1Txt
CitySANDS POINTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11050ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROSALIND SCHAEFER
120 WEST CREEK FARMS ROADSANDS POINTNY11050TRUSTEE0.25$0$0$0
PHILIP SCHAEFER
105 KETTLE CREEK ROADWESTONCT06883TRUSTEE0.25$0$0$0
DIANE SCHAEFER AMPAGOUMIAN
209 PARK STREETNEW CANAANCT06840TRUSTEE0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,943,683AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$25,291AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,968,974TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,968,974AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$44,535CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,924,439NetVlNoncharitableAssetsAmt
Minimum Investment Return$146,222MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$146,222MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,019TaxBasedOnInvestmentIncomeAmt
Total Tax$1,019TotalTaxAmt
Distributable Before Adj$145,203DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$145,203DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$145,203DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$162,425ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$162,425QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,019PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$161,406AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$145,203DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$26,665ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$7,992ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$34,657TotalExcessDistributionCyovAmt
Qualifying Distributions$162,425QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$145,203AppliedToCurrentYearAmt
Remaining Distri From Corpus$17,222RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$51,879TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$51,879ExcessDistriCyovToNextYrAmt
Excess From Year2$26,665ExcessFromYear2Amt
Excess From Year1$7,992ExcessFromYear1Amt
Excess From Current Year$17,222ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROSALIND SCHAEFERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S ASSOCIATION
60 E 42ND ST 2240NEW YORKNY10165NONEPCTO IMPROVE THE CARE OF PEOPLE LIVING WITH ALZHEIMER'S AND TO FIND A CURE.$1,500
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVDDENVERCO80221NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,500
ANIMAL MEDICAL CENTER
510 E 62ND STNEW YORKNY10065NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$2,000
ANTI-DEFAMATION LEAGUE
605 3RD AVENEW YORKNY10158NONEPCTO FIGHT ANTI-SEMITISM AND ALL FORMS OF BIGOTRY IN THE U.S. AND ABROAD THROUGH INFORMATION, EDUCATION, LEGISLATION AND ADVOCACY.$2,500
ASPCA
424 E 92ND STREETNEW YORKNY10128NONEPCTO PROVIDE EFFECTIVE MEANS FOR THE PREVENTION OF CRUELTY TO ANIMALS THROUGHOUT THE UNITED STATES.$41,000
CROHN'S & COLITIS FOUNDATION
733 THIRD AVENUE SUITE 510NEW YORKNY10017NONEPCTO FIND CURES FOR CROHN'S DISEASE AND ULCERATIVE COLITIS.$4,300
DOCTORS WITHOUT BORDERS
333 7TH AVENUENEW YORKNY10001NONEPCTO PROVIDE MEDICAL HELP AND ASSISTANCE TO PUBLIC AT LARGE, TO VICTIMS OF NATURE OR MANMADE DISASTERS AND TO VICTIMS OF ARMED CONFLICT IRRESPECTIVE OF RACE, RELIGION, CREED OR POLITICAL CONVICTIONS.$2,000
EQUUS FOUNDATION
168 LONG LOTS ROADWESTPORTCT06880NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,000
GUIDE DOG FOUNDATION
371 JERICHO TURNPIKESMITHTOWNNY11787NONEPCTO IMPROVE THE QUALITY OF LIFE FOR PEOPLE WHO ARE BLIND, HAVE LOW VISION, OR HAVE OTHER SPECIAL NEEDS.$2,000
NATIONAL BREAST CANCER FOUNDATION
2600 NETWORK BLVD SUITE 300FRISCOTX75034NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,100
NY PUBLIC RADIO
PO BOX 1550NEW YORKNY10116NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,200
OLD FIELD FARMS
349 SARAH WELLS TRAILGOSHENNY10924NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,500
OLD SALEM FARM FOUNDATION
190 JUNE ROADNORTH SALEMNY10560NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$5,500
PINK AID
670 POST RD EWESTPORTCT06880NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$4,500
PORT WASHINGTON FIRE DEPARTMENT
423 PORT WASHINGTON BLVDPORT WASHINGTONNY11050NONEPCGENERAL SUPPORT OF THE DEPARTMENT.$1,000
SANDS POINT POLICE DEPARTMENT
26 TIBBITS LNPORT WASHINGTONNY11050NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,000
ST FRANCIS HOSPITAL
100 PORT WASHINGTON BLVDROSLYNNY11576NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$25,500
THE MICHAEL J FOX FOUNDATION
469 7TH AVENUENEW YORKNY10018NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$15,000
THE UNITED STATES EQUESTRIAN TEAM FOUNDATION
1040 POTTERSVILLE RDGLADSTONENJ07934NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$4,400
THIRTEEN (WNET)
825 EIGHTH AVENUENEW YORKNY10019NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,500
UJA-FEDERATION OF NEW YORK
130 E 59TH STNEW YORKNY10022NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$10,000
WESTPORT COUNTRY PLAYHOUSE
25 POWERS CTWESTPORTCT06880NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$15,000
MISSIONARY FLIGHTS INTERNATIONAL
3170 AIRMANS DRIVEFORT PIERCEFL34946NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,000
JEWISH SENIOR LIFE COMMUNITY SERVICES
2980 CLINTON AVE SROCHESTERNY14623NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,000
THE NONHUMAN RIGHT PROJECT
5195 NW 112TH TERCORAL SPRINGSFL33076NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,000
WESTPORT CHAPTER OF HADASSAH
PO BOX 11WESTPORTCT06881NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,000
PALM BEACH MASTERS HORSE SHOW
12500 PIERSON RDWELLINGTONFL33414NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$11,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$160,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$50ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$80,431ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$36,738ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$117,219ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$117,219TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$8,700Amt
Net Investment Income$6,525NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,175DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
29441.46700 SHS HOTCHKIS & WILEY HIGH$360,358$339,460
52621.84 SHS PACIFIC FUNDS FLOATING$528,801$523,587
54661.1190 SHS BRAMSHILL INCM PERFORAMNCE FD INST$549,642$549,891
39970.6890 SHS BERNZOTT US SM CAP VALUE FD$608,998$557,591
21071.6660 SHS VERSUS CAP REAL ASSET$534,998$544,070

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
5440.9131 SHS SPDR S&P BANK ETFAT COST$257,396$257,301
802.0308 SHS VANGUARD INFORMATION TECH. ETFAT COST$152,608$196,377

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescNYS FEESDesc
Revenue And Expenses Per Books$250RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$8,786Amt
Net Investment Income$8,786NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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