RITA AND BURT TANSKY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- RITA AND BURT TANSKY FOUNDATION (EIN 45-3516217)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-01-11
- IRS object ID
- 201900119349100305
- Schema version
- 2017v2.2
- 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
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-01-11T14:00:44-06:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 300075447 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEUFIELD DOUDNA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 VOSENKILL ROAD | AddressLine1Txt |
| City | ATHENS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453516217 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RITA & BURT TANSKY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RITA | BusinessNameControlTxt |
| Phone | 2129243191 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O NDLLC 220 VOSENKILL RD | AddressLine1Txt |
| City | ATHENS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BURT TANSKY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2129243191 | PhoneNum |
| Signature | 2019-01-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAT DOUDNA | PreparerPersonNm |
| PTIN | P00448454 | PTIN |
| Phone | 2129243191 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.132.127.97 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-01-11 | IPDt |
| IP Tm | 12:00:00 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DEFD4E87587610DAEFA625C18F90BF61A8858B75 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DEFD4E87587610DAEFA625C18F90BF61A8858B75 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,413,643 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,418 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,418 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $84,214 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $84,214 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $241,648 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,616,084 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $241,648 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $328,280 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $328,280 | 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 |
| Other Prof Fees Rev And Expnss | $40,750 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40,750 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,078 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,078 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,828 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,828 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $415,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $415,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $456,828 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,828 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $415,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$128,548 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $286,452 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $212,659 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $162,165 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $162,165 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,588,773 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,510,722 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,251,478 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,801,435 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,672,887 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,413,643 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,801,435 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,672,887 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,801,435 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,672,887 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,801,435 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,672,887 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,801,435 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$128,548 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,672,887 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,672,887 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 761-7 PUBLICLY TRADED SECURITIES | P | 2017-10-01 | 2018-09-30 | $427,947 | $390,000 | $37,947 | $37,947 |
| 745-2 PUBLICLY TRADED SECURITIES | P | 2017-10-01 | 2018-09-30 | $3,188,137 | $2,984,436 | $203,701 | $203,701 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $241,648 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $400,632 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,943,982 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.081034 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $275,742 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,707,589 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058574 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $267,909 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,532,241 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059112 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $488,825 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,442,208 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.142009 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $128,690 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,324,101 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.097190 | DistributionYr5Rt |
| Total Distribution | 0.437919 | TotalDistributionRt |
| Average Distribution | 0.087584 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,199,424 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $455,386 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,865 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $458,251 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $415,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,729 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,729 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,729 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,413 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,413 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,684 | OverpaymentAmt |
| Applied To ES Tax | $4,684 | 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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | NEUFIELD DOUDNA LLC | IndividualWithBooksNm |
| Phone | 2129243191 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 VOSENKILL ROAD | AddressLine1Txt |
| City | ATHENS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12015 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|
| BURT TANSKY | |||||||||
| C/O NEUFIELD DOUDNA LLC 220 | VOSENKILL ROAD | ATHENS | NY | 12015 | TRUSTEE/PART-TIME | 1.00 | $0 | $0 | $0 |
| RITA TANSKY | |||||||||
| C/O NEUFIELD DOUDNA LLC 220 | VOSENKILL ROAD | ATHENS | NY | 12015 | TRUSTEE/PART-TIME | 1.00 | $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 | THE FOUNDATIONS IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. IT'S PRIMARY PURPOSE IS TOSUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | INTERNAL REVENUE CODE SECTION 501(C)(3) | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
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 | $5,122,431 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $156,172 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,278,603 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,278,603 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,179 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,199,424 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $259,971 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $259,971 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,729 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,729 | TotalTaxAmt |
| Distributable Before Adj | $254,242 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $254,242 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $254,242 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $415,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $415,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $415,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $254,242 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $31,739 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $323,411 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $65,560 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $44,695 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $173,607 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $639,012 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $415,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $254,242 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $160,758 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $799,770 | 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 | $31,739 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $768,031 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $323,411 | ExcessFromYear4Amt |
| Excess From Year3 | $65,560 | ExcessFromYear3Amt |
| Excess From Year2 | $44,695 | ExcessFromYear2Amt |
| Excess From Year1 | $173,607 | ExcessFromYear1Amt |
| Excess From Current Year | $160,758 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BURT TANSKY | ContributingManagerNm |
| Contributing Manager | RITA TANSKY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| WORLD JEWISH CONGRESS (1282017) | ||||||
| 501 MADISON AVENUE | NEW YORK | NY | 10022 | GENERAL PURPOSE | $5,000 | |
| HOLOCAUST MEMORIAL MUSEUM (121317) | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 200242126 | GENERAL PURPOSE | $5,000 | |
| FLORIDA ATLANTIC UNIVERSITY FOUNDATION (5102017) | ||||||
| 777 GLADES ROAD | BOCA RATON | FL | 33431 | GENERAL PURPOSE | $50,000 | |
| MEMORIAL SLOAN KETTERING (12142017) | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | GENERAL PURPOSE | $3,000 | |
| DRESS FOR SUCCESS (352018) | ||||||
| 32 EAST 31ST STREET | NEW YORK | NY | 10016 | GENERAL PURPOSE | $3,000 | |
| JUPITER MEDICAL CENTER FOUNDATION (12182017) | ||||||
| 1210 SO OLD DIXIE HGWY BLDG EAST | JUPITER | FL | 33458 | CARDIOVASCULAR CARE | $100,000 | 1002 |
| NATIONAL JEWISH HEALTH (12122017) | ||||||
| 1400 JACKSON STREET | DENVER | CO | 80206 | CAMPAIGN FOR NJH | $50,000 | |
| JUPITER MEDICAL CENTER FOUNDATION (3162018) | ||||||
| 1210 SO OLD DIXIE HGWY BLDG EAST | JUPITER | FL | 33458 | CARDIOVASCULAR CARE | $99,000 | 1002 |
| UNIVERSITY OF PITTSBURGH (12152017) | ||||||
| 4200 FIFTH AVENUE | PITTSBURGH | PA | 15260 | ALZHEIMERS RESEARCH | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $415,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,418 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $84,214 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $241,648 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $328,280 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $328,280 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (74 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES CMN | $25,717 | $42,475 |
| ACTIVISION BLIZZARD, INC CMN | $45,505 | $50,164 |
| AGILENT TECHNOLOGIES, INC. CMN | $18,302 | $20,457 |
| ALEXION PHARMACEUTICALS, INC. CMN | $37,229 | $41,981 |
| ALLERGAN PUBLIC LIMITED COMPAN CMN | $95,235 | $71,620 |
| ALPHABET INC. CMN CLASS A | $42,804 | $74,839 |
| ALPHABET INC. CMN CLASS C | $59,164 | $124,121 |
| AMAZON.COM INC CMN | $113,299 | $174,261 |
| AMERICAN ELECTRIC POWER INC CMN | $50,795 | $51,742 |
| AMERICAN INTL GROUP, INC. CMN | $47,578 | $46,798 |
| ANTHEM, INC. CMN | $60,885 | $81,667 |
| AON PLC CMN | $53,124 | $59,052 |
| APPLE INC. CMN | $177,586 | $259,150 |
| AT&T INC. CMN | $91,624 | $82,607 |
| AUTOZONE, INC. CMN | $18,990 | $26,374 |
| BERKSHIRE HATHAWAY INC. CLASS B | $106,071 | $132,320 |
| BIOGEN INC. CMN | $69,642 | $90,447 |
| BLACKROCK, INC. CMN | $37,761 | $37,706 |
| BROADCOM INC. CMN | $71,886 | $78,707 |
| CANADIAN NATURAL RESOURCES CMN | $68,528 | $67,779 |
| CATERPILLAR INC (DELAWARE) CMN | $62,206 | $66,333 |
| CHEVRON CORPORATION CMN | $91,372 | $99,658 |
| CIGNA CORPORATION CMN | $29,515 | $33,320 |
| CISCO SYSTEMS, INC. CMN | $39,067 | $58,283 |
| CITIGROUP INC. CMN | $100,203 | $109,045 |
| COMCAST CORPORATION CMN CLASS A VOTING | $92,054 | $86,117 |
| CONAGRA BRANDS INC CMN | $49,591 | $45,384 |
| CONSTELLATION BRANDS INC CMN CLASS A | $52,879 | $54,121 |
| CVS HEALTH CORP CMN | $46,295 | $46,838 |
| DOLLAR GENERAL CORPORATION CMN | $21,281 | $25,795 |
| DOWDUPONT INC. CMN | $65,453 | $62,316 |
| EBAY INC. CMN | $27,529 | $26,548 |
| EMERSON ELECTRIC CO. CMN | $26,271 | $29,100 |
| EOG RESOURCES INC CMN | $41,878 | $60,341 |
| EXPEDIA GROUP INC CMN | $18,641 | $21,529 |
| FACEBOOK, INC. CMN CLASS A | $121,319 | $127,785 |
| FEDEX CORPORATION CMN | $58,156 | $71,537 |
| FIDELITY NATL INFO SVCS INC CMN | $42,294 | $57,916 |
| FIRST DATA CORPORATION CMN CLASS A | $14,035 | $21,680 |
| GENERAL DYNAMICS CORP. CMN | $40,015 | $37,054 |
| GENERAL MILLS INC CMN | $34,880 | $33,349 |
| HALLIBURTON COMPANY CMN | $65,769 | $56,337 |
| HONEYWELL INTL INC CMN | $93,374 | $121,638 |
| JOHNSON & JOHNSON CMN | $120,009 | $128,636 |
| JPMORGAN CHASE & CO CMN | $124,129 | $150,190 |
| LOCKHEED MARTIN CORPORATION CMN | $56,793 | $59,851 |
| LOWES COMPANIES INC CMN | $20,162 | $28,131 |
| MASTERCARD INCORPORATED CMN CLASS A | $52,896 | $127,333 |
| MC DONALDS CORP CMN | $61,507 | $64,741 |
| MEDTRONIC PUBLIC LIMITED COMPA CMN | $119,452 | $141,932 |
| MICROCHIP TECHNOLOGY INCORPORA CMN | $19,654 | $17,991 |
| MICROSOFT CORPORATION CMN | $113,422 | $225,195 |
| MONDELEZ INTERNATIONAL, INC. CMN | $99,478 | $99,449 |
| MORGAN STANLEY CMN | $31,425 | $27,616 |
| PALO ALTO NETWORKS INC. CMN | $12,890 | $21,400 |
| PFIZER INC. CMN | $104,451 | $129,390 |
| PHILIP MORRIS INTL INC CMN | $161,580 | $122,201 |
| PVH CORP CMN | $45,416 | $58,626 |
| ROYAL CARIBBEAN CRUISES LTD ISIN: LR0008862868 | $31,394 | $37,886 |
| S&P GLOBAL INC. CMN | $17,995 | $22,861 |
| SEALED AIR CORPORATION CMN | $15,766 | $14,494 |
| SHERWIN-WILLIAMS CO CMN | $26,917 | $34,596 |
| SOUTHWEST AIRLINES CO CMN | $17,433 | $17,673 |
| SYSCO CORPORATION CMN | $13,853 | $19,558 |
| T-MOBILE US, INC. CMN | $4,534 | $5,614 |
| TAPESTRY, INC. CMN | $36,668 | $46,913 |
| THE BANK OF NY MELLON CORP CMN | $31,900 | $29,166 |
| TOTAL SYS SVC INC. CMN | $5,282 | $8,107 |
| U.S. BANCORP CMN | $48,238 | $49,723 |
| VERIZON COMMUNICATIONS, INC. CMN | $62,985 | $69,033 |
| VERTEX PHARMACEUTICALS INCORPO CMN | $22,799 | $33,151 |
| WELLS FARGO & CO (NEW) CMN | $90,892 | $86,461 |
| JPMORGAN CHASE & CO. | $25,000 | $24,445 |
| UBS AG LINKED TO BASKET OF INDICES | $390,000 | $382,824 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $40,750 | Amt |
| Net Investment Income | $40,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BURT AND RITA TANSKY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O NEUFIELD DOUDNA LLC 220 | AddressLine1Txt |
| Address Line2 | VOSENKILL ROAD | AddressLine2Txt |
| City | ATHENS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12015 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN | CategoryTxt |
| Amt | $1,078 | Amt |
| Net Investment Income | $1,078 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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