KENNETH AND HARRIET R KUPFERBERG FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- KENNETH AND HARRIET R KUPFERBERG FAMILY FOUNDATION (EIN 06-1636085)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-04-09
- IRS object ID
- 201910999349100116
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-09T12:27:10-05:00 | ReturnTs |
| Tax Period End | 2018-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 Broadhollow Rd Suite 300 | AddressLine1Txt |
| City | Melville | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117473601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061636085 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH AND HARRIET R KUPFERBERG FAMILY FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARK KUPFERBERG | InCareOfNm |
| Business Name Control | KENN | BusinessNameControlTxt |
| Phone | 7184617000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131-38 SANFORD AVE | AddressLine1Txt |
| City | FLUSHING | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11355 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK KUPFERBERG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7184617000 | PhoneNum |
| Signature | 2019-04-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott Thompsett | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 6312496001 | PhoneNum |
| Preparation | 2019-04-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.220.136.124 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 11047220190995000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-04-09 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7A05A827D7CED02AF0C87C914C5DA3DA57D58563 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7A05A827D7CED02AF0C87C914C5DA3DA57D58563 | 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 | $2,845,587 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $91,941 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,941 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,367 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $125,467 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,367 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $124,308 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $124,308 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $8,884 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,096 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,788 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $417 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $417 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,956 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,956 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10,162 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,662 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,419 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,714 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,705 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $134,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $134,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $155,819 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,714 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $149,105 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,511 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $117,594 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $28,556 | CashBOYAmt |
| Cash EOY | $63,455 | CashEOYAmt |
| Cash EOYFMV | $63,455 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,283,466 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,339,872 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,339,872 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,419,815 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,326,715 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,442,260 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,731,837 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,730,042 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,845,587 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Retained Earning BOY | $2,731,837 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,730,042 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,731,837 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,730,042 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,731,837 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,730,042 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,731,837 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,511 | ExcessRevenueOverExpensesAmt |
| Other Increases | $38,600 | OtherIncreasesAmt |
| Subtotal | $2,738,926 | SubtotalAmt |
| Other Decreases | $8,884 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,730,042 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LONG TERM PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $125,467 | GrossSalesPriceAmt |
| Cost Or Other Basis | $93,100 | CostOrOtherBasisAmt |
| Gain Or Loss | $32,367 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $32,367 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,367 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $95,875 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,992,908 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032034 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $63,530 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,896,831 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.021931 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $99,294 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,092,826 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.032105 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $39,378 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,251,585 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.01211 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $79,580 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,137,849 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.025361 | DistributionYr5Rt |
| Total Distribution | 0.123541 | TotalDistributionRt |
| Average Distribution | 0.024708 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,974,645 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $73,498 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,176 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $74,674 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $149,105 | 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 | $1,176 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,176 | SubtotalAmt |
| Tax Based On Investment Income | $1,176 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,415 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,415 | TotalPaymentsAndCreditsAmt |
| Overpayment | $239 | OverpaymentAmt |
| Applied To ES Tax | $239 | 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 |
| 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 | MARK KUPFERBERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7184617000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131-38 SANFORD AVE | AddressLine1Txt |
| City | FLUSHING | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11355 | 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 | Yes (true) | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK KUPFERBERG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131-38 SANFORD AVE | AddressLine1Txt |
| City | FLUSHING | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11355 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,627,661 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,392,283 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,019,944 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,019,944 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,299 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,974,645 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $148,732 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $148,732 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,176 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,176 | TotalTaxAmt |
| Distributable Before Adj | $147,556 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $147,556 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $147,556 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $149,105 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $149,105 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,176 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $147,929 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $147,556 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $129,966 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $149,105 | QualifyingDistributionsAmt |
| Applied To Year1 | $129,966 | AppliedToYear1Amt |
| Applied To Current Year | $19,139 | 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 |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $128,417 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| COLUMBIA COLLEGE FUND | ||||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 | |
| TEMPLE BETH EL | ||||||||
| 5 OLD MILL ROAD | GREAT NECK | NY | 11023 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $21,000 | |
| UJA FEDERATION OF NEW YORK Inc | ||||||||
| 130 East 59th Street | NEW YORK | NY | 100221302 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $10,000 | |
| COLGATE UNIVERSITY | ||||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 | |
| BRAIN & BEHAVIOR RESEARCH FOUNDATION | ||||||||
| 90 PARK AVENUE 16TH FLOOR | NEW YORK | NY | 10016 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,800 | |
| SPECIAL OLYMPICS NEW YORK INC | ||||||||
| 504 BALLTOWN ROAD | SCHENECTADY | NY | 12304 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $500 | |
| JEWISH COMMUNAL FUND | ||||||||
| 575 MADISON AVENUE SUITE 703 | NEW YORK | NY | 10022 | NO RELATIONSHIP | PC | GENERAL PURPOSE | $80,000 | |
| QUEENSBOROUGH COMMUNITY COLLEGE FUND INC | ||||||||
| 222-05 56th Avenue NO A505 | Bayside | NY | 11364 | NO RELATIONSHIP | PC | GENERAL PURPOSE | $3,000 | |
| LOUIS ARMSTRONG HOUSE MUSEUM | ||||||||
| 34-56 107th Street | Corona | NY | 11368 | NO RELATIONSHIP | PC | GENERAL PURPOSE | $300 | |
| NORTH SHORE CHILD & FAMILY GUIDANCE ASSOCIATION IN | ||||||||
| 480 OLD WESTBURY RD | ROSLYN HEIGHTS | NY | 11577 | NO RELATIONSHIP | PC | GENERAL PURPOSE | $1,000 | |
| UNION FOR REFORM JUDAISM | ||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NO RELATIONSHIP | PC | GENERAL PURPOSE | $1,800 | 7TH FLOOR |
| QUEENS COLLEGE FOUNDATION INC | ||||||||
| 65-30 Kissena Blvd | Flushing | NY | 11367 | NO RELATIONSHIP | PC | GENERAL PURPOSE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $134,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,941 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,367 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $124,308 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $124,308 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT THORNTON LLP | $8,384 | $2,096 | $6,288 |
| COHEN & COMPANY | $500 | $500 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $1,326,715 | EOYBookValueAmt |
| EOYFMV | $1,442,260 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHECKS WRITTEN IN 2017 BUT UNCLEARED | $8,884 |
| PRIOR TO YEAR END | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FAMILY OFFICE | $10,000 | $2,500 | $7,500 |
| INVESTMENT EXPENSES | $162 | $162 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHECKS WRITTEN IN 2018 BUT UNCLEARED | $38,600 |
| PRIOR TO YEAR END | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BOOKKEEPING/CONSULTING | ||
| SERVICES | $417 | $417 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,956 | Amt |
| Net Investment Income | $1,956 | NetInvestmentIncomeAmt |
Comments