BENNETT FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BENNETT FAMILY FOUNDATION (EIN 90-0920378)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-11
- IRS object ID
- 201923159349100307
- Schema version
- 2018v3.1
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-11T08:40:43-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900920378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BENNETT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O PROSKAUER ROSE LLP J WAXENBERG | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENN | BusinessNameControlTxt |
| Phone | 2129693606 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J ROBERT SMALL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2129693606 | PhoneNum |
| Signature | 2019-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER J COSCIA | PreparerPersonNm |
| PTIN | P00750935 | PTIN |
| Phone | 6462135100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 204.237.176.59 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-05 | IPDt |
| IP Tm | 09:57:17 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 913AEF01DEF8EC71BF512CB8341D47D4D1ABF31F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0EB4CE1ACD44DB279B6C2D9A8476B20948576B96 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,964,056 | 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 | $1,000,077 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,109 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35,509 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $38,648 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,466 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $915,599 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,526,795 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $915,599 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,393 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,962,433 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,055,967 | 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 | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Interest Net Invst Incm | $9,347 | InterestNetInvstIncmAmt |
| Taxes Net Invst Incm | $2,936 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $27,881 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,657 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,080 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,881 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,940 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,080 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $334,041 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $334,041 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $363,922 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,940 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $341,121 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,598,511 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,029,027 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,873,516 | CashBOYAmt |
| Cash EOY | $706,024 | CashEOYAmt |
| Cash EOYFMV | $706,024 | CashEOYFMVAmt |
| Acct Rcvbl | $600 | AcctRcvblAmt |
| Acct Rcvbl BOY | $300 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $600 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $600 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,676,085 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,444,712 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,444,712 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,223,769 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,812,720 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,812,720 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,773,670 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,964,056 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,964,056 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $13,919 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,919 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $7,773,670 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,950,137 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,773,670 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,950,137 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,773,670 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,964,056 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,773,670 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,598,511 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,372,181 | SubtotalAmt |
| Other Decreases | $1,422,044 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,950,137 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|
| 3,700,000 SHS US TREASURY BILLS | P | 2017-12-20 | 2018-01-10 | $3,697,425 | $3,696,969 | $3,696,969 | $456 | $456 |
| THRU JFI-AV OFFSHORE, LLC | P | -$1,214 | -$1,214 | |||||
| 8,670 SHS MSC INDUSTRIAL DIRECT CO. INC. | D | $829,370 | $943 | $943 | $828,427 | $828,427 | ||
| THRU JFI-AV OFFSHORE, LLC | P | $87,930 | $87,930 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $915,599 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $266,824 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,508,919 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059177 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $311,513 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,591,110 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.120224 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $206,599 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,769,130 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.074608 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $132,723 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,978,360 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044562 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $48,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,942,103 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.016315 | DistributionYr5Rt |
| Total Distribution | 0.314886 | TotalDistributionRt |
| Average Distribution | 0.062977 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,450,417 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $532,182 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,290 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $542,472 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $341,121 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,581 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,581 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,581 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,522 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $26,522 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,941 | OverpaymentAmt |
| Applied To ES Tax | $5,941 | 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 |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | J ROBERT SMALL CO PROSKAUER ROSE | IndividualWithBooksNm |
| Phone | 2129693606 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| STACEY L BENNETT | |||||||||
| C/O PROSKAUER ROSE LLP 11 TIMES | SQUARE | NEW YORK | NY | 10036 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MICHAEL BENNETT | |||||||||
| C/O PROSKAUER ROSE LLP 11 TIMES | SQUARE | NEW YORK | NY | 10036 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| J ROBERT SMALL | |||||||||
| C/O PROSKAUER ROSE LLP 11 TIMES | SQUARE | NEW YORK | NY | 10036 | TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,383,325 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,195,779 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,579,104 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,579,104 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $128,687 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,450,417 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $422,521 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $422,521 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,581 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,581 | TotalTaxAmt |
| Distributable Before Adj | $401,940 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $401,940 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $401,940 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $341,121 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $341,121 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $341,121 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $401,940 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $134,646 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $120,578 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $255,224 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $341,121 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $341,121 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $60,819 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $60,819 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $194,405 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $194,405 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $73,827 | ExcessFromYear2Amt |
| Excess From Year1 | $120,578 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC | ||||||
| 122 EAST 42ND ST SUITE 4507 | NEW YORK | NY | 10168 | CHARITABLE | $9,600 | |
| ASPHALT GREEN | ||||||
| 555 EAST 90TH STREET | NEW YORK | NY | 10128 | CHARITABLE | $27,700 | |
| CHILD MIND INSTITUTE | ||||||
| 445 PARK AVE | NEW YORK | NY | 10022 | EDUCATIONAL | $1,000 | |
| COLUMBIA UNIVERSITY OF NEW YORK | ||||||
| 622 WEST 113 ST MAIL CODE 4524 | NEW YORK | NY | 10025 | EDUCATIONAL | $200 | |
| FOOD ALLERGY RESEARCH & EDUCATION (FARE) | ||||||
| 515 MADISON AVENUE SUITE 1912 | NEW YORK | NY | 10022 | CHARITABLE | $1,000 | |
| HORACE MANN SCHOOL | ||||||
| 231 WEST 246TH STREET | BRONX | NY | 10471 | EDUCATIONAL | $150,000 | |
| ISRAEL TENNIS CENTERS FOUNDATION | ||||||
| 3275 WEST HILLSBORO BLVD SUITE 102 | DEERFIELD BEACH | FL | 33442 | EDUCATIONAL | $800 | |
| NEW YORK ROAD RUNNERS | ||||||
| 156 WEST 56TH ST 3RD FLOOR | NEW YORK | NY | 10019 | EDUCATIONAL | $500 | |
| NEW YORK JUNIOR TENNIS & LEARNING | ||||||
| 58-12 QUEENS BLVD 1 | WOODSIDE | NY | 11377 | CHARITABLE | $30,870 | |
| SID JACOBSON JEWISH COMMUNITY CENTER | ||||||
| 300 FOREST DRIVE | EAST HILLS | NY | 11548 | CHARITABLE | $2,500 | |
| TEMPLE EMANU-EL OF THE CITY OF NEW YORK | ||||||
| ONE EAST 65TH STREET | NEW YORK | NY | 10065 | CHARITABLE | $10,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||
| 3451 WALNUT STREET 433 FRANKLIN | PHILADELPHIA | PA | 19104 | EDUCATIONAL | $99,871 | BUILDING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $334,041 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,109 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,648 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $915,599 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $962,356 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $962,356 | 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 | 1 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARJORIE GERSHWIND FIVERSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 ROYAL COURT APT NO 2203 | AddressLine1Txt |
| City | NORTH HILLS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,077 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 10,112 SHARES OF MSC INDUSTRIAL DIRECT CO., INC.CLASS A COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $1,000,077 | FairMarketValueAmt |
| Received | 2018-01-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MSC INDUSTRIAL DIRECT CO., INC. CLASS A COMMON STOCK | StockNm |
| EOY Book Value | $1,444,712 | EOYBookValueAmt |
| EOYFMV | $1,444,712 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JFI-AV OFFSHORE, LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $5,812,720 | BookValueAmt |
| EOYFMV | $5,812,720 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS FROM INVESTMENTS | Desc |
| Amt | $1,422,044 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DELAWARE FRANCHISE TAX | $62 | $62 | $0 |
| OTHER FRANCHISE TAX | $99 | $99 | $0 |
| FILING FEES | $250 | $0 | $250 |
| JFI-AV OFFSHORE, LLC | $0 | $7,256 | $0 |
| PUBLICATIONS & SUBSCRIPTIONS | $160 | $160 | $0 |
| MANAGEMENT FEES | $11,660 | $5,830 | $5,830 |
| FEDERAL INCOME TAX | $5,000 | $0 | $0 |
| PY 990-PF EXTENSION PAYMENT | $10,000 | $0 | $0 |
| PY 990-T EXTENSION PAYMENT | $400 | $0 | $0 |
| PY CT-5 EXTENSION PAYMENT | $250 | $250 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JFI-AV OFFSHORE, LLC | Desc |
| Net Investment Income | $8,393 | NetInvestmentIncomeAmt |
Comments