JAY AND KELLY SUGARMAN FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JAY AND KELLY SUGARMAN FOUNDATION (EIN 20-0911399)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-09-08
IRS object ID
201902519349100305
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-09-08T13:33:46-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 MONUMENT CIRCLE SUITE 4000AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200911399EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jay and Kelly Sugarman FoundationBusinessNameLine1Txt
Business Name Line2c/o Jay SugarmanBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% JAY SUGARMANInCareOfNm
Business Name ControlJAYABusinessNameControlTxt
Phone2129309400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11114 Avenue of the AmericasAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAY SUGARMANPersonNm
Person TitleOfficerPersonTitleTxt
Phone5163360100PhoneNum
Signature2019-09-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER D RHODERICKPreparerPersonNm
PTINP00395735PTIN
Phone3176817445PhoneNum
Preparation2019-08-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address164.57.159.253IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id26308520192515000397FederalOriginalSubmissionId
Federal Original Submission Id2019-09-08FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1EED84FDB335285B5E14C7803B6EDFEF6E28C82FAtSubmissionCreationDeviceId
At Submission Filing Device Id1EED84FDB335285B5E14C7803B6EDFEF6E28C82FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$646,854FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$415,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$548InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$548InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,150DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,150DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,329NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$91,158GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,329CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$102OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$102OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$428,129TotalRevAndExpnssAmt
Total Net Invst Incm$13,129TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,186AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,093AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,093AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,249OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,249OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$99OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$99OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,534TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,342TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,192TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$318,217ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$318,217ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$326,751TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,342TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$319,409TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$101,378ExcessRevenueOverExpensesAmt
Net Investment Income$5,787NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$17,709CashBOYAmt
Cash EOY$106,206CashEOYAmt
Cash EOYFMV$106,206CashEOYFMVAmt
Sav And Temp Cash Invst BOY$168,606SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$181,487SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$181,487SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$359,161CorporateStockEOYFMVAmt
Total Assets BOY$186,315TotalAssetsBOYAmt
Total Assets EOY$287,693TotalAssetsEOYAmt
Total Assets EOYFMV$646,854TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$186,315CapitalStockBOYAmt
Capital Stock EOY$287,693CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$186,315TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$287,693TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$186,315TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$287,693TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$186,315TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$101,378ExcessRevenueOverExpensesAmt
Subtotal$287,693SubtotalAmt
Tot Net Ast Or Fund Balances EOY$287,693TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyLONG TERM CAPITAL GAIN THRU US TRUST #8563PropertyDesc
How AcquiredPHowAcquiredCd
Acquired2018-01-01AcquiredDt
Sold2018-12-31SoldDt
Gross Sales Price$91,158GrossSalesPriceAmt
Cost Or Other Basis$85,829CostOrOtherBasisAmt
Gain Or Loss$5,329GainOrLossAmt
Gains Minus Excess Or Losses$5,329GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$5,329CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$684,389AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,007,942NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.678996DistributionYr1Rt
Adjusted Qlfy Distri Yr2$572,433AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,550,165NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.369272DistributionYr2Rt
Adjusted Qlfy Distri Yr3$361,946AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,139,501NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.169173DistributionYr3Rt
Adjusted Qlfy Distri Yr4$467,624AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,475,579NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.188895DistributionYr4Rt
Adjusted Qlfy Distri Yr5$511,798AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,429,457NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.210664DistributionYr5Rt
Total Distribution1.617TotalDistributionRt
Average Distribution0.3234AverageDistributionRt
Net Vl Noncharitable Assets$702,920NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$227,324AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$58NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$227,382AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$319,409QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$58InvestmentIncomeExciseTaxAmt
Subtotal$58SubtotalAmt
Tax Based On Investment Income$58TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,128EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,128TotalPaymentsAndCreditsAmt
Overpayment$4,070OverpaymentAmt
Applied To ES Tax$4,070AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JAY SUGARMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2129309400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11114 AVENUE OF THE AMERICASAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAY SUGARMAN
1114 Avenue of the AmericasNew YorkNY10036PRESIDENT/TREASURER1.0$0$0$0
KELLY SUGARMAN
1114 Avenue of the AmericasNew YorkNY10036VICE PRESIDENT1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$488,622AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$225,002AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$713,624TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$713,624AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,704CashDeemedCharitableAmt
Net Vl Noncharitable Assets$702,920NetVlNoncharitableAssetsAmt
Minimum Investment Return$35,146MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$35,146MinimumInvestmentReturnAmt
Tax Based On Investment Income$58TaxBasedOnInvestmentIncomeAmt
Total Tax$58TotalTaxAmt
Distributable Before Adj$35,088DistributableBeforeAdjAmt
Distributable Before Ded$35,088DistributableBeforeDedAmt
Distributable As Adjusted$35,088DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$319,409ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$319,409QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$58PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$319,351AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$35,088DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$396,985ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$357,062ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$257,784ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$496,435ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$638,288ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,146,554TotalExcessDistributionCyovAmt
Qualifying Distributions$319,409QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$35,088AppliedToCurrentYearAmt
Remaining Distri From Corpus$284,321RemainingDistriFromCorpusAmt
Total Corpus$2,430,875TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$396,985ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,033,890ExcessDistriCyovToNextYrAmt
Excess From Year4$357,062ExcessFromYear4Amt
Excess From Year3$257,784ExcessFromYear3Amt
Excess From Year2$496,435ExcessFromYear2Amt
Excess From Year1$638,288ExcessFromYear1Amt
Excess From Current Year$284,321ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAY SUGARMANContributingManagerNm
Contributing ManagerKELLY SUGARMANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1All recipientsBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1see attachedAddressLine1Txt
Address Line2see attachedAddressLine2Txt
Citysee attachedCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11111ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeSEE SCHEDULE ATTACHEDGrantOrContributionPurposeTxt
Amt$318,217Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$318,217TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$548ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,150ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,329ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER MISCELLANEOUS INCOME-LITIGTION PROCEEDSDesc
Exclusion01ExclusionCd
Exclusion$102ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$13,129ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,129TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJAY SUGARMANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1ONE CENTRAL PARK WEST - PENTHOUSEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10023ZIPCd
FieldValueIRS element (for citing)
Total Contributions$415,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryERNST & YOUNG FEESCategoryTxt
Amt$2,186Amt
Net Investment Income$1,093NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,093DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
US TRUST$0$0
4,500 SHS I-STAR FINANCIAL$0$41,265
35,167 SHS I-STAR FINANCIAL$0$317,922

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescCORPORATION SERVICES FEEDesc
Revenue And Expenses Per Books$99RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$99DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Misc. Income - Litigation ProceedsDesc
Revenue And Expenses Per Books$102RevenueAndExpensesPerBooksAmt
Net Investment Income$102NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryASSET MGMT FEES/BANK FEESCategoryTxt
Amt$6,249Amt
Net Investment Income$6,249NetInvestmentIncomeAmt

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