SIMON AND EVE COLIN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SIMON AND EVE COLIN FOUNDATION (EIN 11-2676434)
- Tax period
- 2017-11-01 to 2018-10-31
- Filed
- 2019-03-07
- IRS object ID
- 201900669349100400
- Schema version
- 2017v2.3
- 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 Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-07T08:34:53-06:00 | ReturnTs |
| Tax Period End | 2018-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020619499 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLIN DEVELOPMENT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 NORTHERN BLVD | AddressLine1Txt |
| City | MANHASSET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112676434 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMON AND EVE COLIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIMO | BusinessNameControlTxt |
| Phone | 5168696700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 NORTHERN BOULEVARD | AddressLine1Txt |
| City | MANHASSET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 110303006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRED COLIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5168696700 | PhoneNum |
| Signature | 2019-03-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY L SAPPER | PreparerPersonNm |
| PTIN | P00000802 | PTIN |
| Phone | 5168696700 | PhoneNum |
| Preparation | 2019-03-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.220.94.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-04 | IPDt |
| IP Tm | 14:37:50 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BB12664BE1E3D4BC08488640412F20C0F7A39D48 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0EB4CE1ACD44DB279B6C2D9A8476B20948576B96 | 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 | $31,275,951 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $327,827 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $327,827 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $217,068 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,000,636 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $217,068 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $695,162 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $695,162 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,240,057 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,240,057 | 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 |
| Legal Fees Rev And Expnss | $35,190 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,018 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,018 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $62,893 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $46,778 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,365 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $118,101 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,796 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,365 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,473,084 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,473,084 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,591,185 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,796 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,488,449 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $648,872 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,173,261 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $528,605 | CashBOYAmt |
| Cash EOY | $2,659,306 | CashEOYAmt |
| Cash EOYFMV | $2,659,306 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $10,604 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $26,047 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $26,047 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,455,669 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,650,982 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,660,250 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,407,922 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,097,015 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,165,883 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $57,151 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $24,983 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $24,983 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $7,554,277 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,204,875 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,739,399 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $191 | OtherAssetsBOYAmt |
| Other Assets EOY | $83 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $83 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $22,014,419 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,663,291 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,275,951 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $11,006,261 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,006,261 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,008,158 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,657,030 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,014,419 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,663,291 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,014,419 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,663,291 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,014,419 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $648,872 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,663,291 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,663,291 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (64 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| APPLIED MATERIALS INC | 2015-07-27 | 2017-12-01 | $10,918 | $3,708 | $7,210 | $7,210 |
| US BANCORP DEL NEW | 2017-08-21 | 2018-01-17 | $5,706 | $5,274 | $432 | $432 |
| BOEING CO | 2014-12-08 | 2018-01-17 | $15,906 | $6,037 | $9,869 | $9,869 |
| US BANCORP DEL NEW | 2016-09-22 | 2018-01-17 | $9,062 | $7,028 | $2,034 | $2,034 |
| UNITEDHEALTH GROUP INC | 2016-11-04 | 2018-01-17 | $9,962 | $5,804 | $4,158 | $4,158 |
| HOME DEPOT INC | 2017-08-21 | 2018-01-17 | $6,573 | $4,925 | $1,648 | $1,648 |
| HOME DEPOT INC | 2017-07-21 | 2018-01-17 | $3,187 | $2,347 | $840 | $840 |
| WELLS FARGO & CO NEW | 2017-04-20 | 2018-02-07 | $6,956 | $6,371 | $585 | $585 |
| WELLS FARGO & CO NEW | 2017-03-13 | 2018-02-07 | $6,087 | $6,159 | -$72 | -$72 |
| WELLS FARGO & CO NEW | 2018-01-17 | 2018-02-07 | $9,739 | $10,652 | -$913 | -$913 |
| WELLS FARGO & CO NEW | 2017-03-29 | 2018-02-07 | $7,884 | $7,569 | $315 | $315 |
| WELLS FARGO & CO NEW | 2017-02-15 | 2018-02-07 | $6,261 | $6,342 | -$81 | -$81 |
| WELLS FARGO & CO NEW | 2016-12-02 | 2018-02-07 | $6,319 | $5,846 | $473 | $473 |
| US BANCORP DEL NEW | 2016-09-22 | 2018-02-07 | $28,696 | $22,430 | $6,266 | $6,266 |
| MICROSOFT CORP | 2013-12-27 | 2018-02-07 | $16,560 | $6,823 | $9,737 | $9,737 |
| APPLE INC | 2016-11-04 | 2018-02-07 | $10,006 | $6,772 | $3,234 | $3,234 |
| APPLE INC | 2016-06-01 | 2018-02-07 | $12,749 | $7,851 | $4,898 | $4,898 |
| MICROSOFT CORP | 2016-06-01 | 2018-02-07 | $6,154 | $3,595 | $2,559 | $2,559 |
| BOEING CO | 2014-12-08 | 2018-02-07 | $6,684 | $2,494 | $4,190 | $4,190 |
| BOEING CO | 2015-01-15 | 2018-02-07 | $2,814 | $1,045 | $1,769 | $1,769 |
| APPLIED MATERIALS INC | 2015-07-27 | 2018-03-26 | $32,532 | $9,903 | $22,629 | $22,629 |
| APPLIED MATERIALS INC | 2015-07-27 | 2018-03-26 | $36,019 | $10,968 | $25,051 | $25,051 |
| RAYTHEON COMPANY NEW | 2016-07-19 | 2018-04-24 | $221 | $139 | $82 | $82 |
| RAYTHEON COMPANY NEW | 2016-07-13 | 2018-04-24 | $442 | $278 | $164 | $164 |
| RAYTHEON COMPANY NEW | 2016-07-19 | 2018-04-24 | $7,070 | $4,397 | $2,673 | $2,673 |
| JPMORGAN CHASE & CO | 2013-12-27 | 2018-04-24 | $15,251 | $7,905 | $7,346 | $7,346 |
| HERSHEY COMPANY | 2017-08-21 | 2018-05-07 | $11,261 | $13,249 | -$1,988 | -$1,988 |
| AIR PRODUCTS & CHEMICALS INC | 2015-04-09 | 2018-05-07 | $3,122 | $2,633 | $489 | $489 |
| CISCO SYS INC | 2015-02-25 | 2018-05-07 | $2,289 | $1,475 | $814 | $814 |
| CISCO SYS INC | 2017-01-31 | 2018-05-07 | $8,379 | $5,620 | $2,759 | $2,759 |
| HERSHEY COMPANY | 2015-09-29 | 2018-05-07 | $25,818 | $25,909 | -$91 | -$91 |
| HERSHEY COMPANY | 2017-11-14 | 2018-05-07 | $4,578 | $5,492 | -$914 | -$914 |
| AIR PRODUCTS & CHEMICALS INC | 2017-01-09 | 2018-05-07 | $8,873 | $7,896 | $977 | $977 |
| HERSHEY COMPANY | 2016-11-04 | 2018-05-07 | $6,317 | $6,923 | -$606 | -$606 |
| HERSHEY COMPANY | 2017-03-13 | 2018-05-07 | $5,219 | $6,197 | -$978 | -$978 |
| HERSHEY COMPANY | 2017-04-26 | 2018-05-07 | $5,768 | $6,773 | -$1,005 | -$1,005 |
| AMGEN INC | 2014-03-21 | 2018-05-29 | $3,011 | $2,098 | $913 | $913 |
| AMGEN INC | 2017-08-21 | 2018-05-29 | $6,377 | $6,047 | $330 | $330 |
| JPMORGAN CHASE & CO | 2013-12-27 | 2018-05-29 | $14,495 | $7,905 | $6,590 | $6,590 |
| BOEING CO | 2015-01-15 | 2018-06-26 | $8,998 | $3,528 | $5,470 | $5,470 |
| ACCENTURE PLC | 2017-04-20 | 2018-06-26 | $11,805 | $8,942 | $2,863 | $2,863 |
| ACCENTURE PLC | 2017-04-26 | 2018-06-26 | $944 | $715 | $229 | $229 |
| APPLE INC | 2016-06-01 | 2018-06-26 | $929 | $497 | $432 | $432 |
| APPLE INC | 2013-12-27 | 2018-06-26 | $15,615 | $6,718 | $8,897 | $8,897 |
| TRAVELERS COMPANIES INC | 2016-12-15 | 2018-07-30 | $30,578 | $28,194 | $2,384 | $2,384 |
| TRAVELERS COMPANIES INC | 2017-04-26 | 2018-07-30 | $7,087 | $6,624 | $463 | $463 |
| TRAVELERS COMPANIES INC | 2017-01-31 | 2018-07-30 | $7,481 | $6,690 | $791 | $791 |
| TRAVELERS COMPANIES INC | 2018-02-07 | 2018-07-30 | $8,137 | $8,837 | -$700 | -$700 |
| MERCK & CO INC NEW | 2017-05-15 | 2018-09-04 | $7,679 | $7,179 | $500 | $500 |
| MERCK & CO INC NEW | 2015-01-15 | 2018-09-04 | $1,903 | $1,742 | $161 | $161 |
| MEDTRONIC PLC | 2018-03-26 | 2018-09-04 | $6,497 | $5,229 | $1,268 | $1,268 |
| MEDTRONIC PLC | 2017-11-14 | 2018-09-04 | $6,592 | $5,458 | $1,134 | $1,134 |
| KRAFT HEINZ CO/THE | 2015-02-25 | 2018-10-03 | $13,820 | $15,203 | -$1,383 | -$1,383 |
| KRAFT HEINZ CO/THE | 2017-05-15 | 2018-10-03 | $4,140 | $6,611 | -$2,471 | -$2,471 |
| KRAFT HEINZ CO/THE | 2015-01-15 | 2018-10-03 | $24,114 | $27,013 | -$2,899 | -$2,899 |
| KRAFT HEINZ CO/THE | 2017-08-21 | 2018-10-03 | $5,819 | $8,789 | -$2,970 | -$2,970 |
| GARRETT MOTION INC | 2017-04-26 | 2018-10-03 | $79 | $68 | $11 | $11 |
| GARRETT MOTION INC | 2018-01-17 | 2018-10-03 | $64 | $67 | -$3 | -$3 |
| GARRETT MOTION INC | 2017-08-21 | 2018-10-03 | $124 | $109 | $15 | $15 |
| GARRETT MOTION INC | 2017-05-02 | 2018-10-03 | $94 | $81 | $13 | $13 |
| GARRETT MOTION INC | 2017-02-15 | 2018-10-03 | $415 | $335 | $80 | $80 |
| GARRETT MOTION INC | 2018-01-17 | 2018-10-16 | $13 | $14 | -$1 | -$1 |
| BEIERSDORF AG | 2012-04-04 | 2018-06-26 | $288,403 | $165,496 | $122,907 | $122,907 |
| NEWELL BRANDS | 2017-12-29 | 2018-01-25 | $164,041 | $208,550 | -$44,509 | -$44,509 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $217,068 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,384,174 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $25,116,329 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055111 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,350,683 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $26,301,421 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051354 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,454,658 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $28,006,637 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051940 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,232,479 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $29,181,602 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042235 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $699,490 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $25,444,359 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.027491 | DistributionYr5Rt |
| Total Distribution | 0.228131 | TotalDistributionRt |
| Average Distribution | 0.045626 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $30,014,932 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,369,461 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,733 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,381,194 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,488,449 | 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 | $11,733 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,733 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,733 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,249 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,249 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $295 | EsPenaltyAmt |
| Tax Due | $8,779 | TaxDueAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAXPAYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5168696700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 NORTHERN BLVD | AddressLine1Txt |
| City | MANHASSET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 110303006 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| FRED COLIN | ||||||||
| 1520 NORTHERN BOULEVARD | MANHASSET | NY | 11030 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BARBARA F COLIN | ||||||||
| 1520 NORTHERN BOULEVARD | MANHASSET | NY | 11030 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| EVA USDAN | ||||||||
| 775 PARK AVENUE | NEW YORK | NY | 10021 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SAMUEL F COLIN | ||||||||
| 50 LAKE ROAD | RYE | NY | 10580 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| REBECCA COLIN | ||||||||
| 723 LAKE AVENUE | GREENWICH | CT | 06830 | DIRECTOR | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,796,881 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,675,131 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,472,012 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,472,012 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $457,080 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,014,932 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,500,747 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,500,747 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,733 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,733 | TotalTaxAmt |
| Distributable Before Adj | $1,489,014 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,489,014 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,489,014 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,488,449 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,488,449 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,733 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,476,716 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,489,014 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,077,718 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,488,449 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,077,718 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $410,731 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,078,283 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FRED COLIN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FRED COLIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 NORTHERN BLVD | AddressLine1Txt |
| City | MANHASSET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 110303006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5168696700 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (88 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 92ND STREET Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC | GENERAL CHARITABLE | $111,315 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 249 | OLD WESTBURY | NY | 11568 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| AMERICAN CANCER SOCIETY | |||||||
| 75 DAVID DRIVE | HAUPPAUGE | NY | 11788 | NONE | PUBLIC | GENERAL CHARITABLE | $2,500 |
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 417005 | BOSTON | MA | 02241 | NONE | PUBLIC | GENERAL CHARITABLE | $2,500 |
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | GENERAL CHARITABLE | $75,000 |
| ANIMAL MEDICAL CENTER | |||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | NONE | PUBLIC | GENERAL CHARITABLE | $150,000 |
| ARCHIPELAGO BOOKS | |||||||
| 232 3RD STREET | BROOKLYN | NY | 11215 | NONE | PUBLIC | GENERAL CHARITABLE | $250 |
| BALLET THEATRE FOUNDATION | |||||||
| 890 BROADWAY THIRD FLOOR | NEW YORK | NY | 10003 | NONE | PUBLIC | GENERAL CHARITABLE | $25,000 |
| BOSTON MARATHON JIMMY FUND WALK | |||||||
| PO BOX 3595 | BOSTON | MA | 022413595 | NONE | PUBLIC | GENERAL CHARITABLE | $2,000 |
| BREAST MEDICINE SERVICES - MSKCC | |||||||
| 300 EAST 66TH ST ROOM 813 | NEW YORK | NY | 10065 | NONE | PUBLIC | GENERAL CHARITABLE | $30,000 |
| BROOKLYN ACADEMY OF MUSIC | |||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 112171486 | NONE | PUBLIC | GENERAL CHARITABLE | $50,000 |
| BROWN UNIVERSITY - ANNUAL FUND | |||||||
| BOX 1976 | PROVIDENCE | RI | 02912 | NONE | PUBLIC | GENERAL CHARITABLE | $10,000 |
| BRUCE AND MARSHA MOSKOWITZ FOUNDATION INC | |||||||
| 223 SUNSET AVENUE SUITE 200 | PALM BEACH | FL | 33480 | NONE | PUBLIC | GENERAL CHARITABLE | $30,000 |
| BRYANT LIBRARY | |||||||
| 2 PAPER MILL ROAD | ROSLYN | NY | 11576 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| CAMP SUNSHINE | |||||||
| 35 ACADIA ROAD | CASCO | ME | 04015 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| CAMPHILL FOUNDATION | |||||||
| 285 HUNGRY HOLLOW ROAD | SPRING VALLEY | NY | 10977 | NONE | PUBLIC | GENERAL CHARITABLE | $10,000 |
| CLARK UNIVERSITY | |||||||
| 950 MAIN STREET | WORCESTER | MA | 016101477 | NONE | PUBLIC | GENERAL CHARITABLE | $102,000 |
| COLD SPRING HARBOR HATCHERY & AQUARIUM | |||||||
| 1660 ROUTE 25A | COLD SPRING HARBOR | NY | 11724 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| COLUMBIA UNIVERSITY - EVAN JOHNSON RESEARCH FUND | |||||||
| 100 HAVEN AVENUE SUITE 29D | NEW YORK | NY | 10032 | NONE | PUBLIC | GENERAL CHARITABLE | $40,000 |
| COLUMBIA UNIVERSITY - MARY D'ALTON FUND | |||||||
| 100 HAVEN AVENUE SUITE 29D | NEW YORK | NY | 10032 | NONE | PUBLIC | GENERAL CHARITABLE | $60,000 |
| COLUMBIA UNIVERSITY MEDICAL CENTER | |||||||
| 516 WEST 168TH STREET | NEW YOUR | NY | 10032 | NONE | PUBLIC | GENERAL CHARITABLE | $25,000 |
| DOCOTRS WITHOUT BORDERS USA | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | NONE | PUBLIC | GENERAL CHARITABLE | $1,500 |
| FRACTURED ATLAS INC | |||||||
| 248 WEST 35TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| FRIENDS OF LINCOLN CENTER | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 101330008 | NONE | PUBLIC | GENERAL CHARITABLE | $100 |
| FRIENDS OF THE HIGH LINE | |||||||
| PO BOX 30968 | NEW YORK | NY | 10011 | NONE | PUBLIC | GENERAL CHARITABLE | $135 |
| FRIENDS OF THE IDF | |||||||
| 1430 BROADWAY SUITE 1301 | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL CHARITABLE | $50,000 |
| GLEN OAKS CLUB - PHILANTHROPIC FUND | |||||||
| PO BOX 249 | OLD WESTBURY | NY | 11568 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| GREENWICH LIBRARY | |||||||
| 101 WSET PUTNAM AVENUE | GREENWICH | CT | 06830 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| HOSPICE CARE NETWORK | |||||||
| 99 SUNNYSIDE BLVD | WOODBURY | NY | 11797 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC | GENERAL CHARITABLE | $50,000 |
| ISLAND HARVEST | |||||||
| 199 SECOND STREET | MINEOLA | NY | 11501 | NONE | PUBLIC | GENERAL CHARITABLE | $2,260 |
| JEWISH FAMILY AND CHILDREN'S SERVICE OF GREATER PHILADELPHIA | |||||||
| 2100 ARCH STREET 5TH FLOOR | PHILADELPHIA | PA | 19103 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| JOHN THEISSEN CHILDREN'S FOUNDATION | |||||||
| 1881 WANTAGH AVENUE | WANTAGH | NY | 11793 | NONE | PUBLIC | GENERAL CHARITABLE | $5,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 300 ROBBINS LANE | SYOSSET | NY | 11791 | NONE | PUBLIC | GENERAL CHARITABLE | $2,500 |
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL CHARITABLE | $3,000 |
| MARIA FARERI CHILDRENS HOSPITAL | |||||||
| 100 WOODS ROAD TAYLOR PAVILION | VALHALLA | NY | 10595 | NONE | PUBLIC | GENERAL CHARITABLE | $5,000 |
| MASSACHUSETTS ASSOCAITON OF EARLY EDUCATION AND CARE | |||||||
| 405 GROVE STREET SUITE 201 | WORCESTER | MA | 01605 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 885 2ND AVENUE 8TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL CHARITABLE | $73,500 |
| METROPOLITAN MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL CHARITABLE | $1,208 |
| MICHAEL J FOX FOUNDATION | |||||||
| 498 SEVENTH AVENUE 18TH FLOOR | NEW YORK | NY | 10065 | NONE | PUBLIC | GENERAL CHARITABLE | $25,000 |
| MOUNT SINAI SCHOOL OF MEDICINE | |||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 100296574 | NONE | PUBLIC | GENERAL CHARITABLE | $30,000 |
| MUSEUM OF ELDRIDGE STREET | |||||||
| 12 ELDRIDGE STREET | NEW YORK | NY | 10002 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 100195498 | NONE | PUBLIC | GENERAL CHARITABLE | $437 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 40 MARCUS DRIVE STE 100 | MELVILLE | NY | 11747 | NONE | PUBLIC | GENERAL CHARITABLE | $5,000 |
| NEW ROCHELLE HUMANE SOCIETY | |||||||
| 70 PORTMAN ROAD | NEW ROCHELLE | NY | 10801 | NONE | PUBLIC | GENERAL CHARITABLE | $2,000 |
| NEW YORK PRESBYTERIAN HOSPITAL | |||||||
| 525 EAST 68TH STREET BOX 123 | NEW YORK | NY | 10065 | NONE | PUBLIC | GENERAL CHARITABLE | $50,000 |
| NEW YORK PUBLIC RADIO | |||||||
| PO BOX 1550 | NEW YORK | NY | 101161550 | NONE | PUBLIC | GENERAL CHARITABLE | $100 |
| NORTH SHORE ANIMAL LEAGUE | |||||||
| 16 LEWYT STREET | PORT WASHINGTON | NY | 11050 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| NORTH SHORE CHILD & FAMILY GUIDANCE CENTER | |||||||
| 480 OLD WESTBURY ROAD | ROSLYN HEIGHTS | NY | 115772215 | NONE | PUBLIC | GENERAL CHARITABLE | $3,000 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | NONE | PUBLIC | GENERAL CHARITABLE | $150,000 |
| NYU LANGONE MEDICAL CENTER | |||||||
| 24 WEST FOURTH STREET 4TH FLOOR | NEW YORK | NY | 10012 | NONE | PUBLIC | GENERAL CHARITABLE | $10,000 |
| NYU SCHOOL OF MEDICINE - DEPARTMENT OF DERMATOLOGY | |||||||
| 550 FIFTH AVENUE | NEW YORK | NY | 10016 | NONE | PUBLIC | GENERAL CHARITABLE | $15,000 |
| NYU STERN BUSINESS SCHOOL | |||||||
| 40 WEST FOURTH STREET | NEW YORK | NY | 10012 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| PLANNED PARENTHOOD OF NASSAU COUNTY INC | |||||||
| 540 FULTON AVENUE | HEMPSTEAD | NY | 11550 | NONE | PUBLIC | GENERAL CHARITABLE | $750 |
| POETS & WRITERS INC | |||||||
| PO BOX 422460 | PALM COAST | FL | 321422460 | NONE | PUBLIC | GENERAL CHARITABLE | $2,500 |
| PREP FOR PREP | |||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL CHARITABLE | $5,000 |
| PROJECT UNDERSTANDING | |||||||
| 3 FAIRFIELD DRIVE | DIX HILLS | NY | 11746 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS | |||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC | GENERAL CHARITABLE | $1,425 |
| RECONSTRUCTIONIST RABBINICAL COLLEGE | |||||||
| 1299 CHURCH ROAD | WYNCOTE | PA | 190951898 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| RECONSTRUCTIONIST SYNAGOGUE OF THE NORTH SHORE | |||||||
| 1001 PLANDOME ROAD | PLANDOME | NY | 110301334 | NONE | PUBLIC | GENERAL CHARITABLE | $3,870 |
| SEA EDUCATION ASSOCIATION | |||||||
| PO BOX 6607 | WOODS HOLE | MA | 02543 | NONE | PUBLIC | GENERAL CHARITABLE | $100 |
| SILVER SHIELD ASSOCIATION INC | |||||||
| PO BOX 1123 | GREENWICH | CT | 06836 | NONE | PUBLIC | GENERAL CHARITABLE | $5,000 |
| SOLOMON R GUGGENHEIM MUSEUM AND FOUNDATION | |||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC | GENERAL CHARITABLE | $140 |
| STAMFORD HOSPITAL FOUNDATION | |||||||
| 1351 WASHINGTON BLVD | STAMFORD | CT | 06902 | NONE | PUBLIC | GENERAL CHARITABLE | $2,500 |
| TEACHERS AND WRITERS COLLABORATIVE | |||||||
| 520 EIGHT AVENUE SUITE 2020 | NEW YORK | NY | 10012 | NONE | PUBLIC | GENERAL CHARITABLE | $10,000 |
| THE ADIRONDACK COUNCIL | |||||||
| PO BOX D-2 | ELIZABETHTOWN | NY | 129329989 | NONE | PUBLIC | GENERAL CHARITABLE | $100 |
| THE BREAST CANCER ALLIANCE | |||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | NONE | PUBLIC | GENERAL CHARITABLE | $25,000 |
| THE EPILEPSY FOUNDATION OF LONG ISLAND | |||||||
| 1500 HEMPSTEAD TURNPIKE | EAST MEADOW | NY | 11554 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| THE FERGUSON LIBRARY | |||||||
| 1 PUBLIC LIBRARY PLAZA | STAMFORD | CT | 06904 | NONE | PUBLIC | GENERAL CHARITABLE | $10,000 |
| THE FRIENDS OF GREEN CHIMNEYS | |||||||
| 400 DOANSBURG RD | BREWESTER | NY | 10509 | NONE | PUBLIC | GENERAL CHARITABLE | $5,000 |
| THE FRICK COLLECTION | |||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 100214907 | NONE | PUBLIC | GENERAL CHARITABLE | $140 |
| THE GREENWICH SOUL CYCLE TEAM - NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVE NW STE 300 | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| THE GREENWICH TEEN CENTER INC | |||||||
| PO BOX 1339 | GREENWICH | CT | 06836 | NONE | PUBLIC | GENERAL CHARITABLE | $2,500 |
| THE GREENWICH TOWN PARTY INC | |||||||
| PO BOX 59 | GREENWICH | CT | 06836 | NONE | PUBLIC | GENERAL CHARITABLE | $27,600 |
| THE HELP USA FUND INC | |||||||
| 115 WEEST 13TH STREET | NEW YORK | NY | 10003 | NONE | PUBLIC | GENERAL CHARITABLE | $8,760 |
| THE JEWISH MUSEUM | |||||||
| 1109 5TH AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC | GENERAL CHARITABLE | $140 |
| THE KING SCHOOL | |||||||
| 1450 NEWFIELD AVENUE | STAMFORD | CT | 06905 | NONE | PUBLIC | GENERAL CHARITABLE | $5,000 |
| THE METROPOLITAN OPERA | |||||||
| 1 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL CHARITABLE | $60,000 |
| THE NATURE CONSERVANCY | |||||||
| 250 LAWRENCE HILL ROAD | COLD SPRING HARBOR | NY | 11724 | NONE | PUBLIC | GENERAL CHARITABLE | $250 |
| THE NORWALK FIREFIGHTERS | |||||||
| 121 CONNECTICUT AVENUE | NORWALK | CT | 06854 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| THE STANWICH SCHOOL | |||||||
| 257 STANWICH ROAD | GREENWICH | CT | 06830 | NONE | PUBLIC | GENERAL CHARITABLE | $30,000 |
| UJA FEDERATION OF JEWISH PHILANTHROPIES OF NY INC | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC | GENERAL CHARITABLE | $12,000 |
| USDAN SUMMER CAMP FOR THE ARTS | |||||||
| 185 COLONIAL SPRINGS ROAD | WHEATLEY HEIGHTS | NY | 11798 | NONE | PUBLIC | GENERAL CHARITABLE | $20,000 |
| WEILL CORNELL MEDICINE | |||||||
| 1300 YORK AVENUE BOX 314 | NEW YORK | NY | 10065 | NONE | PUBLIC | GENERAL CHARITABLE | $10,000 |
| WESTPORT COUNTRY PLAYHOUSE | |||||||
| 25 POWERS COURT | WESTPORT | CT | 06880 | NONE | PUBLIC | GENERAL CHARITABLE | $1,500 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 945 MADISON AVENUE AT 75TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC | GENERAL CHARITABLE | $204 |
| WORLD JEWISH CONGRESS | |||||||
| 501 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC | GENERAL CHARITABLE | $250 |
| WORLD WILDLIFE FUND | |||||||
| 1250 TWENTY-FOURTH ST NW | WASHINGTON | DC | 200371175 | NONE | PUBLIC | GENERAL CHARITABLE | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,473,084 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $327,827 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $695,162 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $217,068 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,240,057 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,240,057 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| FRED COLIN | ||||||
| 1 | 1520 NORTHERN BLVD | MANHASSET | NY | 11030 | $250,000 | Yes (X) |
| EVA USDAN | ||||||
| 2 | 775 PARK AVENUE | NEW YORK | NY | 10021 | $250,000 | Yes (X) |
| SAMUEL FLUG COLIN 2004 LEGACY TRSUT | ||||||
| 3 | 50 LAKE ROAD | RYE | NY | 10580 | $250,000 | Yes (X) |
| REBECCA COLIN | ||||||
| 4 | 723 LAKE AVENUE | GREENWICH | CT | 06830 | $250,000 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3,511 SHS BERKSHIRE HATHAWAY-CLASS B | $508,471 | $720,738 |
| 3,233.1380 SHS CISCO SYSTEMS INC | $62,426 | $147,916 |
| 15,003.801 SHS MICROSOFT CORP | $720,754 | $1,602,556 |
| FIRST BIOMED LIMITED | $2,500,000 | $5,575,078 |
| 285 SHS EXPRESS SCRIPTS HOLDIING CO | $7,001 | $27,636 |
| 29,155.2615 SHS EXXONMOBIL CORP. | $1,205,221 | $2,323,091 |
| 6,759.4504 SHS ROYAL DUTCH SHELL | $238,821 | $427,130 |
| RCG LONGVIEW DEBT FUND IV LP | $2,182 | $2,654 |
| 3,600 SHS AMERICAN WATER WORKS CO., INC. | $71,980 | $318,708 |
| 5,902 SHS GENERAL ELECTRIC COMPANY | $187,619 | $59,610 |
| 2,100 SHS ANHEUSER-BUSCH INBEV | $122,435 | $155,358 |
| 3,359.5330 SHS APPLE INC. | $281,730 | $735,267 |
| 14,900 SHS APPROACH RESOURCES INC | $334,847 | $24,883 |
| 3,550 SHS JPMORGAN CHASE & CO | $199,255 | $387,021 |
| 3,260.102 SHS VISA INC | $173,426 | $449,405 |
| 7,000 SHS ARAMARK | $189,121 | $251,440 |
| CITI MANAGED FUND | $2,234,886 | $2,947,585 |
| 4,900 SHS CITIZENS FINANCIAL GROUP, INC | $116,901 | $183,015 |
| 1,312.689 SHS COCA COLA COMPANY | $53,238 | $62,852 |
| 2,485.59 SHS NORTHROP GRUMMAN CORP | $358,223 | $651,100 |
| 1,500 SHS WAL-MART STORES INC | $100,210 | $150,420 |
| 3,291.653 SHS GENERAL MOTORS COMPANY | $101,504 | $120,442 |
| 12,500 SHS ALLY FINANCIAL INC | $275,623 | $317,625 |
| 8,600 SHS ORACLE CORP | $350,068 | $420,024 |
| 461 SHS AUTOZONE INC | $233,370 | $338,130 |
| 13,400 SHS DISCOVERY COMMUNICATIONS INC | $361,969 | $392,754 |
| 950 SHS FEDEX CORP | $194,790 | $209,323 |
| 2,200 SHS OMNICOM GROUP INC | $186,754 | $163,504 |
| 1,700 SHS S&P GLOBAL INC | $192,171 | $309,944 |
| 1,200 SHS ALLERGAN PLC | $273,873 | $189,612 |
| 3,700 SHS ALTRIA GROUP INC | $273,467 | $240,648 |
| 3,200 SHS DANAHER CORP | $264,608 | $318,080 |
| 6,100 SHS ENANTA PHARMACEUTICALS, INC | $285,529 | $470,676 |
| 4,400 SHS MERCK KGAA | $434,542 | $471,658 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,600,982 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,610,250 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $50,000 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $50,000 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WEXFORD PARTNERS 10, L.P. | AT COST | $656,724 | $442,237 |
| SMSF, LLC (HEDGE FORUM) | AT COST | $11,259 | $0 |
| HSBC MM FUND | AT COST | $1,597,782 | $1,597,782 |
| FMC MM FUND # 1 | AT COST | $399,567 | $399,567 |
| CITI INVESTOR M/F | AT COST | $313,614 | $313,614 |
| DEUTSCHEBANK M/F | AT COST | $227,945 | $227,945 |
| HPS MEZZANINE PRIVATE INVESTORS OFFSHORE II, L.P. | AT COST | $0 | $238,342 |
| BEP PRIVATE INVESTORS LP | AT COST | $407,507 | $565,719 |
| KKR ASIAN FUND II PRIVATE INVESTORS OFFSHORE, LP | AT COST | $184,197 | $272,421 |
| FIRST CHINA FUND LLC | AT COST | $1,180,676 | $1,119,825 |
| STARWOOD DISTRESSED OPPORTUNITY FUND IX, L.P. | AT COST | $0 | $216,428 |
| BREP ASIA PRIVATE | AT COST | $225,604 | $345,519 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $35,190 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $191 | BOYBookValueAmt |
| EOY Book Value | $83 | EOYBookValueAmt |
| EOYFMV | $83 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEE | $61,460 | $46,095 | $15,365 |
| NYS FILING FEE | $750 | $0 | $0 |
| BROKERAGE COMMISSION FEES | $683 | $683 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME/LOSS FROM PARTNERSHIP | Desc |
| Revenue And Expenses Per Books | $695,162 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $695,162 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $695,162 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME | $11,800 | $11,800 | $0 |
| FOREIGN INCOME TAX WITHHELD | $8,218 | $8,218 | $0 |
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