THEODORE AND RENEE WEILER FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THEODORE AND RENEE WEILER FOUNDATION INC (EIN 13-6181441)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-17
- IRS object ID
- 201901989349100500
- 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
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-17T06:32:37-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113041037 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KANDEL & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 Jericho Turnpike Suite 206E | AddressLine1Txt |
| City | Syosset | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11791 | 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 | 136181441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Theodore & Renee Weiler Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THEO | BusinessNameControlTxt |
| Phone | 9172826135 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 Jericho Turnpike | AddressLine1Txt |
| City | Syosset | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11791 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard Kandel | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2019-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard Kandel | PreparerPersonNm |
| PTIN | P00167249 | PTIN |
| Phone | 5164969195 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $5,924,791 | 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 | $142 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $142 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $135,614 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $135,614 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $253,787 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,931,708 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $253,787 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $389,543 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $389,543 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,487 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $47,574 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45,207 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,410 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $104,061 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,207 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,410 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $564,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $564,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $668,061 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,207 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $595,410 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$278,518 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $324,336 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $47,144 | CashBOYAmt |
| Cash EOY | $31,944 | CashEOYAmt |
| Cash EOYFMV | $31,944 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,375,312 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $854,400 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $854,400 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $17,071 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,384 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,384 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $5,104,038 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,368,319 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,028,063 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,543,565 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,265,047 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,924,791 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,543,565 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,265,047 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,543,565 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,265,047 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,543,565 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,265,047 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,543,565 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$278,518 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,265,047 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,265,047 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | $247,888 | $214,864 | $33,024 | $33,024 |
| Publicly Traded Securities | P | $1,200,310 | $1,104,804 | $95,506 | $95,506 |
| Publicly Traded Securities | P | $483,510 | $358,253 | $125,257 | $125,257 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $253,787 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $253,787 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $567,905 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,521,421 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.08708 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $647,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,542,600 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.09895 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $723,645 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,434,802 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.09733 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $908,525 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,391,052 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.10827 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,003,823 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,310,934 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.12078 | DistributionYr5Rt |
| Total Distribution | 0.512422 | TotalDistributionRt |
| Average Distribution | 0.102484 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,666,586 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $683,218 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,243 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $686,461 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $595,410 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,487 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,487 | SubtotalAmt |
| Tax Based On Investment Income | $6,487 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,871 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16,871 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,384 | OverpaymentAmt |
| Applied To ES Tax | $10,384 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard Kandel | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9172826135 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 Jericho Turnpike-Ste 206E | AddressLine1Txt |
| City | Syosset | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11791 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Richard Kandel | ||||||
| 15 W 53rd Street | New York | NY | 10019 | Treas.-Mgr. Dir | 8.00 | $0 |
| Alan Safir | ||||||
| 473 Mariner Drive | Jupiter | FL | 33477 | Pres.-Director | 1.00 | $0 |
| Jonathan J Kandel | ||||||
| 15 W 53rd Street | New York | NY | 10019 | Vice President | 0.00 | $0 |
| Joan Safir | ||||||
| 473 Mariner Drive | Jupiter | FL | 33477 | Vice President | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,665,242 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,866 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,768,108 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,768,108 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $101,522 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,666,586 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $333,329 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $333,329 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,487 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,487 | TotalTaxAmt |
| Distributable Before Adj | $326,842 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $326,842 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $326,842 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $595,410 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $595,410 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $595,410 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $326,842 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $593,200 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $494,013 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $355,197 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $328,915 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $243,454 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,014,779 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $595,410 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $326,842 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $268,568 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,283,347 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $593,200 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,690,147 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $494,013 | ExcessFromYear4Amt |
| Excess From Year3 | $355,197 | ExcessFromYear3Amt |
| Excess From Year2 | $328,915 | ExcessFromYear2Amt |
| Excess From Year1 | $243,454 | ExcessFromYear1Amt |
| Excess From Current Year | $268,568 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Actors Fund of America | |||||||
| 729 7th Avenue | New York | NY | 10011 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| American Friends of the Israel Muse | |||||||
| 500 5th Avenue-Ste 2540 | New York | NY | 10110 | N/A | PC | General & Capital Purposes, unless noted | $40,000 |
| Amer Friends of the Israel Philharm | |||||||
| 122 East 42nd Street | New York | NY | 10168 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| American Museum of Natural Hist | |||||||
| Central Park West | New York | NY | 10024 | N/A | PC | General & Capital Purposes, unless noted | $2,000 |
| Breast Cancer Research Fdn | |||||||
| 60 East 56th Street | New York | NY | 10022 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Carnegie Hall | |||||||
| 881 7th Avenue | New York | NY | 10019 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Crohn's Colitis Foundation | |||||||
| 3010 Westchester Ave-Ste106 | Purchase | NY | 10577 | N/A | PC | General & Capital Purposes, unless noted | $3,500 |
| Children's Hearing Institute | |||||||
| 380 Second Ave | New York | NY | 10010 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| City Meals on Wheels | |||||||
| 355 Lexington Avenue | New York | NY | 10017 | N/A | PC | General & Capital Purposes, unless noted | $3,000 |
| Dancers Group Studio Theater | |||||||
| 1360 Mission Street | San Francisco | CA | 94103 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Federal Drugs Agent Fdn | |||||||
| 400 Jericho Turnpike - 2nd Floor | Jericho | NY | 11753 | N/A | PC | General & Capital Purposes, unless noted | $12,000 |
| Film Society Lincoln Center | |||||||
| 70 Lincoln Center Plaza | New York | NY | 10023 | N/A | PC | General & Capital Purposes, unless noted | $20,000 |
| Greenwich House | |||||||
| 122 W 27th St-6th FL | New York | NY | 10001 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Israel Air Force Center Fdn | |||||||
| 2300 Computer Ave-Ste D-18 | Willow Grove | PA | 19090 | N/A | PC | General & Capital Purposes, unless noted | $25,000 |
| Jacob Burns Film Center | |||||||
| 405 Manville Road | Pleasantville | NY | 10570 | N/A | PC | General & Capital Purposes, unless noted | $16,000 |
| Katonah Museum of Art | |||||||
| 134 Jay Street | Katonah | NY | 10536 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Lee David Pesky Center for Learning | |||||||
| 3324 Elder Street | Boise | ID | 83705 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Lincoln Center Theater | |||||||
| 150 West 65th Street | New York | NY | 10023 | N/A | PC | General & Capital Purposes, unless noted | $15,000 |
| Lymphoma Research Foundation | |||||||
| 115 Broadway-13th Floor | New York | NY | 10006 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Maltz Jupiter Theater | |||||||
| 1001 E Indiantown Rd | Jupiter | FL | 33477 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Metropolitan Museum of Art | |||||||
| 1000 5th Avenue | New York | NY | 10028 | N/A | PC | General & Capital Purposes, unless noted | $3,000 |
| Metropolitan Opera | |||||||
| Lincoln Center Plaza | New York | NY | 10023 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| New York City Ballet | |||||||
| 20 Lincoln Center Plaza | New York | NY | 10023 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Norton Museum of Art | |||||||
| 1451 S Olive Ave | W Palm Beach | FL | 33401 | N/A | PC | General & Capital Purposes, unless noted | $17,500 |
| Pave the Way Foundation | |||||||
| 395 Twin Lane South | Wantagh | NY | 11793 | N/A | PC | General & Capital Purposes, unless noted | $63,500 |
| Raymond F Kravis Center Performing | |||||||
| 701 Okeechobee Blvd | W Palm Beach | FL | 33401 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Roundabout Theatre | |||||||
| 231 West 39th Street | New York | NY | 10018 | N/A | PC | General & Capital Purposes, unless noted | $15,000 |
| United Way-York County | |||||||
| 800 East King Street | York | PA | 17405 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| White Plains Hospital Center | |||||||
| Davis Avenue | White Plains | NY | 10601 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Women in Need | |||||||
| 115 West 31st Street | New York | NY | 10001 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Hewlett-East Rockaway Jewish Ctr | |||||||
| 295 Main Street | East Rockaway | NY | 11518 | N/A | PC | General & Capital Purposes, unless noted | $4,000 |
| Jupiter Medical Center Foundation | |||||||
| 1210 S Old Dixie Hwy | Jupiter | FL | 33458 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Museum of the Moving Image | |||||||
| 35 Avenue 36th Street | Astoria | NY | 11106 | N/A | PC | General & Capital Purposes, unless noted | $8,000 |
| Central Park Conservancy | |||||||
| 14 East 60th Street | New York | NY | 10022 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Amer Friends of Magen David Adom | |||||||
| 352 Seventh Ave-400 | New York | NY | 10001 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Friends of Ir David | |||||||
| 575 Lexington Avenue-4th Fl | New York | NY | 10022 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| FSH Society Inc | |||||||
| 64 Grove Street | Watertown | MA | 02472 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| ARS Nova | |||||||
| 511 West 54th Street | New York | NY | 10019 | N/A | PC | General & Capital Purposes, unless noted | $2,000 |
| Association of Israel Decorative Ar | |||||||
| 100 Worth Ave 713 | Palm Beach | FL | 33480 | N/A | PC | General & Capital Purposes, unless noted | $4,000 |
| Foundation Stone Inc | |||||||
| 232 Madison Ave-Rm 608 | New York | NY | 10016 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Second Stage Theatre | |||||||
| 305 W 43rd Street | New York | NY | 10036 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| St Francis Food Pantries Shelter | |||||||
| 450 7th Avenue | New York | NY | 10123 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Street Squash | |||||||
| 40 W 116th Street | New York | NY | 10026 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Admiral's Cove Cares Charitable Fdn | |||||||
| 200 Admirals Cove Blvd | Jupiter | FL | 33477 | N/A | PC | General & Capital Purposes, unless noted | $1,500 |
| Berkshire Farm Ctr Services for You | |||||||
| 13640 Route 22 | Canaan | NY | 12029 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Jewish Institute Nat'l Security Aff | |||||||
| 1307 New York Ave NW | Washington | DC | 20005 | N/A | PC | General & Capital Purposes, unless noted | $20,000 |
| One Jerusalem Charitable Educationa | |||||||
| 136 East 39th Street | New York | NY | 10016 | N/A | PC | General & Capital Purposes, unless noted | $20,000 |
| Thoughline Artists Inc | |||||||
| 15 West 53rd Street | New York | NY | 10019 | N/A | PC | General & Capital Purposes, unless noted | $25,000 |
| Wildlife Conservation Society | |||||||
| 2300 Southern Blvd | Bronx | NY | 10460 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Children's Medical Center | |||||||
| 125 Community Drive | Great Neck | NY | 11021 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Central Synagogue | |||||||
| 652 Lexington Ave | New York | NY | 10022 | N/A | PC | General & Capital Purposes, unless noted | $7,000 |
| Icahn School of Medicine | |||||||
| One Gustave Levy Place | New York | NY | 10029 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| NYU Langone Medical Center | |||||||
| One Park Avenue-17th FL | New York | NY | 10016 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Public Theater | |||||||
| 425 Lafayette Street | New York | NY | 10003 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Birthright Israel Foundation | |||||||
| 500 Australian Ave-Ste 644 | W Palm Beach | FL | 33401 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Museum of Modern Art | |||||||
| 11 W 53rd Street | New York | NY | 10019 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| New York State Troopers PBA | |||||||
| 120 State Street | Albany | NY | 12207 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Westchester Jewish Community Servic | |||||||
| 845 North Broadway | White Plains | NY | 10603 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Centurion Foundation | |||||||
| 45 Broadway -Ste 2440 | New York | NY | 10006 | N/A | PC | General & Capital Purposes, unless noted | $15,000 |
| Columbia Universoty | |||||||
| 2960 Broadway | New York | NY | 10027 | N/A | PC | General & Capital Purposes, unless noted | $15,000 |
| New York State Troopers Foundation | |||||||
| 3 Airport Park Blvd | Latham | NY | 12110 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Palm Beach Zoo | |||||||
| 1301 Summit Blvd | Palm Beach | FL | 33405 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| FAU Foundation LLS-Jupiter | |||||||
| 5353 Parkside Drive | Jupiter | FL | 33458 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Food Allergy Research Education | |||||||
| 515 Madison Avenue | New York | NY | 10022 | N/A | PC | General & Capital Purposes, unless noted | $1,500 |
| Hearing the Ovarian Cancer Whisper | |||||||
| 360 Cypress Drive 4 | Jupiter | FL | 33469 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Visions | |||||||
| 500 Greenwich Street | New York | NY | 10013 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Caramoor Center for Music Arts | |||||||
| PO Box 816 | Katonah | NY | 10536 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Comedy Cures Foundation | |||||||
| 122 East Clinton Ave | Tenafly | NJ | 07670 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Denizen Theater inc | |||||||
| 10 Main Street- 501 | New Paltz | NY | 12561 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Diabetes Research Institute Foundat | |||||||
| 259 W 30th Street-Ste 402 | New York | NY | 10001 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Harmonie Preservation Foundation | |||||||
| 4 E 60th Street | New York | NY | 10022 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Jewish Women's Foundation of Palm B | |||||||
| 500 S Australian Ave | Palm Beach | FL | 33401 | N/A | PC | General & Capital Purposes, unless noted | $2,000 |
| Joshua A Weiner Foundation | |||||||
| 17 Deer Run | Rye Brook | NY | 10573 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| New York Landmark Conservancy | |||||||
| 1 Whitehall Street | New York | NY | 10005 | N/A | PC | General & Capital Purposes, unless noted | $2,000 |
| New York Stem Cell Foundation | |||||||
| 619 W 54th Street | New York | NY | 10019 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Northwell Health Foundation | |||||||
| 2000 Marcus Ave | New Hyde park | NY | 11042 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Pacific House | |||||||
| 137 Henry Street | Stamford | CT | 06902 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Samuel Waxman Cancer Research Found | |||||||
| 420 Lexington Ave 825 | New York | NY | 10170 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Sharesheret | |||||||
| 1086 Teaneck Road | Teaneck | NJ | 07666 | N/A | PC | General & Capital Purposes, unless noted | $1,500 |
| Sinai Temple | |||||||
| 10400 Wilshire Blvd | Los Angeles | CA | 90024 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Uncommon Law | |||||||
| 220 4th Street-Ste 103 | Oakland | CA | 94607 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Upper East Side Hatzolah | |||||||
| 125 E 85th Street | New York | NY | 10028 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $564,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $142 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $135,614 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $253,787 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $389,543 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $389,543 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard Kandel | PersonNm |
| Short Explanation | Kandel & Company Management Services$35,000Kandel & CompanyAccounting and Tax Preparation$15,000 | ShortExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (95 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Apple Inc | $54,535 | $110,418 |
| Chesapeake Energy | $96,990 | $12,600 |
| Seventy Seven Energy Inc | $31,773 | |
| Seventy Seven Energy Inc | $5,910 | |
| Abbvie Inc | ||
| Boeing Company | $56,799 | $129,000 |
| BP PLC ADR | $36,830 | $37,920 |
| Chesapeake Energy | $972,049 | $210,000 |
| Con Edison Co | $25,462 | $30,584 |
| Fluor Corp | $59,363 | $32,200 |
| Glead Sciences Inc | $54,822 | $37,530 |
| Glaxosmithkline PLC ADR | $40,825 | $38,210 |
| IBM Corp | $88,108 | $68,202 |
| Petroleo Brasileiro SA-A | $105,903 | $347,700 |
| Rolls Royce Holdings PLC ADR | $66,540 | $52,275 |
| Royal Dutch Shell CL B | ||
| Siemens AG ADR | ||
| Twitter Inc | $25,910 | $28,740 |
| Vodafone Group ADR | $33,658 | $19,280 |
| American Express Co | $47,655 | $57,192 |
| Abbvie Inc | $38,519 | $64,533 |
| Allergan PLC | $59,463 | $40,098 |
| Alphabet Inc | $70,589 | $104,496 |
| Alphabet Inc | $78,050 | $103,561 |
| Air Products & Chem | $52,671 | $64,020 |
| Analog Devices Inc | $65,506 | $68,664 |
| Apple Inc | $50,970 | $63,096 |
| ASML Holding NV | $33,714 | $31,124 |
| Boston Scientific Corp | $40,823 | $67,146 |
| Celgene Corp | ||
| Conagra Brands Inc | ||
| Costco Wholesale Corp | $32,705 | $40,742 |
| DTE Energy Holding Co | ||
| EOG Resources Inc | $56,826 | $52,326 |
| Facebook Inc | $34,691 | $39,327 |
| Fortive Corp | $21,317 | $27,064 |
| General Electric Co | $56,447 | $22,710 |
| Goldman Sachs Group | $54,936 | $50,115 |
| Grace WR | $53,452 | $51,928 |
| Hubbell Inc | $51,983 | $49,670 |
| IBM Corp | $68,354 | $56,835 |
| LKQ Corp | ||
| McDonalds Corp | $44,641 | $71,028 |
| Microsoft Corp | $68,251 | $101,570 |
| Mondelez Int'l Inc | $45,474 | $44,033 |
| Nestle SA ADR | $37,712 | $40,475 |
| Occidental Petroleum Corp | $25,991 | $24,552 |
| Oracle corp | ||
| Pepsico Inc | ||
| Pfizer Inc | $21,132 | $30,555 |
| Raytheon Co | $29,265 | $30,670 |
| SPDR Gold Shares ETF | ||
| Starbucks Corp | ||
| Stryker Corp | $33,257 | $47,025 |
| Visa inc | $35,190 | $59,373 |
| Wells Fargo & Co | $45,456 | $46,080 |
| Alexion Pharm Inc | $76,872 | $68,152 |
| Comcast Corp | ||
| Comerica Inc | ||
| Corning Inc | $62,217 | $63,441 |
| Goldman sachs Group | ||
| JP Morgan Chase | $85,365 | $97,620 |
| Livanova PLC | $72,463 | $77,749 |
| Nisource Inc | $33,311 | $35,490 |
| Pentair PLC | ||
| US Bancorp | $65,061 | $59,410 |
| Berkshire Hathaway Inc | $33,300 | $40,836 |
| Edwards Lifesciences Corp | $38,300 | $61,268 |
| JD Com Inc CL A | ||
| Lukoil PJSC ADR | ||
| Schlumberger Ltd | $82,826 | $36,080 |
| Verizon Communications | $23,813 | $28,110 |
| Cisco Systems | ||
| General Mills | $101,938 | $73,986 |
| Macy's Inc | $45,803 | $59,560 |
| Macy's Inc | $713,532 | $893,400 |
| Target Corp | ||
| Activision Blizzard Inc | $20,382 | $18,628 |
| Alaska Air Group Inc | $32,532 | $30,425 |
| APYIV PLC | $49,249 | $36,942 |
| CSX Corp | $26,409 | $31,065 |
| Exxon Mobil | $33,721 | $27,276 |
| Facebook Inc | $17,378 | $13,109 |
| Home Depot | $51,919 | $51,546 |
| Johnson & Johnson | $38,508 | $38,715 |
| Kraft Heinz Co | $72,389 | $43,040 |
| Lam Research Corp | $28,477 | $27,234 |
| Morgan Stanley | $54,511 | $43,615 |
| Phillip Morse Int'l Inc | $103,588 | $83,450 |
| Raytheon Co | $55,500 | $46,005 |
| Simon Property Group Inc | $34,359 | $33,598 |
| Teva Pharmaceuticals | $10,498 | $7,710 |
| Walgreens Boot Alliance Inc | $110,808 | $109,328 |
| 3M Company | $38,917 | $38,108 |
| SPDR Gold Shrs ETF | $43,856 | $48,500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Bank & Wire Fees | $957 | ||
| Filing Fee | $250 | $250 | |
| Investment & Custody Fees | $45,207 | $45,207 | |
| Public Notice | $160 | $160 | |
| Publication | $1,000 | $1,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax -2018 | CategoryTxt |
| Amt | $6,487 | Amt |
Comments