EBA FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- EBA FOUNDATION (EIN 13-4098940)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-10
- IRS object ID
- 201921309349101827
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-10T10:34:50-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134098940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EBA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EBAF | BusinessNameControlTxt |
| Phone | 2123392100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 MADISON AVENUE SUITE 600 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ABIGAIL BLACK ELBAUM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2123392100 | PhoneNum |
| Signature | 2019-05-01 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.140.230.202 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-01 | IPDt |
| IP Tm | 10:37:27 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5BF230C6DFA968EF19834056D679CE042EBABAF4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5BF230C6DFA968EF19834056D679CE042EBABAF4 | AtSubmissionFilingDeviceId |
| 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 | $4,116,317 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $20 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $89,631 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $89,631 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $138,500 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $511,092 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $138,500 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $156 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $156 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $728,307 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $228,307 | 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 |
| Taxes Rev And Expnss | $4,548 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,907 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,711 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,461 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,259 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,368 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $280,923 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $280,923 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $317,182 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,368 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $281,173 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $411,125 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $194,939 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $440,252 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $658,943 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $658,943 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $2,775 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $1,538 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,800 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,800 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $2,324,436 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,516,830 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,453,021 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,553 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,553 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,769,001 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,180,126 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,116,317 | 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 |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,769,001 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,180,126 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,769,001 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,180,126 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,769,001 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,180,126 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,769,001 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $411,125 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,180,126 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,180,126 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| INTEL | P | 2010-05-24 | 2018-01-03 | $22,433 | $10,469 | $11,964 | $11,964 |
| MCCORMICK & CO | P | 2017-11-17 | 2018-03-13 | $44,259 | $39,180 | $5,079 | $5,079 |
| MICROSOFT CORP | P | 2010-11-05 | 2018-03-13 | $47,058 | $13,371 | $33,687 | $33,687 |
| SYSCO CORP | P | 2017-06-26 | 2018-03-13 | $30,320 | $25,005 | $5,315 | $5,315 |
| 3M CO | P | 2006-10-03 | 2018-03-13 | $47,453 | $15,802 | $31,651 | $31,651 |
| AMERICAN TOWER CORP | P | 2013-06-24 | 2018-07-18 | $14,160 | $7,145 | $7,015 | $7,015 |
| COMCAST CORP CL A | P | 2017-12-15 | 2018-07-18 | $68,119 | $78,465 | -$10,346 | -$10,346 |
| HEALTHCARE TRUST OF AMERICA CL A | P | 2016-11-15 | 2018-07-18 | $39,659 | $41,608 | -$1,949 | -$1,949 |
| INTEL CORP | P | 2010-05-24 | 2018-07-18 | $25,817 | $10,469 | $15,348 | $15,348 |
| INTEL CORP | P | 2017-11-17 | 2018-07-18 | $25,817 | $22,531 | $3,286 | $3,286 |
| SYSCO CORP | P | 2017-06-26 | 2018-07-18 | $35,180 | $25,005 | $10,175 | $10,175 |
| KIMBERLY CLARK CORP | P | 2010-06-17 | 2018-08-03 | $23,534 | $12,049 | $11,485 | $11,485 |
| SYSCO CORP | P | 2017-06-26 | 2018-08-13 | $36,470 | $25,005 | $11,465 | $11,465 |
| PRAXAIR INC | P | 2018-05-21 | 2018-10-31 | $49,037 | $46,488 | $2,549 | $2,549 |
| HEALTHCARE TRUST OF AMERICA CL A | P | $1,776 | $1,776 | $1,776 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $138,500 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $310,042 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,474,257 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.089240 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $230,470 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,162,092 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.072885 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $283,078 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,843,692 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.099546 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $369,406 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,987,328 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.123658 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $178,453 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,904,636 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061437 | DistributionYr5Rt |
| Total Distribution | 0.446766 | TotalDistributionRt |
| Average Distribution | 0.089353 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,046,538 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $361,570 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,949 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $363,519 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $281,173 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,899 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,899 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,899 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,099 | 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 |
| Individual With Books | DENIS BROSNAN | IndividualWithBooksNm |
| Phone | 2123392126 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O OGDEN CAP PROPERTIES 545 | AddressLine1Txt |
| Address Line2 | MADISON AVE 6TH FL | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| CONSTANCE MILSTEIN | ||||||||
| 545 MADISON AVENUE SUITE 600 | NEW YORK | NY | 10022 | TRUSTEE-AS NEEDED | 0.00 | $0 | $0 | $0 |
| ABIGAIL BLACK ELBAUM | ||||||||
| 545 MADISON AVENUE SUITE 600 | NEW YORK | NY | 10022 | TRUSTEE-AS NEEDED | 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 | $3,677,623 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $428,103 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,434 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,108,160 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,108,160 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,622 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,046,538 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $202,327 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $202,327 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,899 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,899 | TotalTaxAmt |
| Distributable Before Adj | $198,428 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $198,428 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $198,428 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $281,173 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $281,173 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $281,173 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $198,428 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $36,353 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $222,874 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $141,973 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $73,576 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $138,970 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $613,746 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $281,173 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $198,428 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $82,745 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $696,491 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $36,353 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $660,138 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $222,874 | ExcessFromYear4Amt |
| Excess From Year3 | $141,973 | ExcessFromYear3Amt |
| Excess From Year2 | $73,576 | ExcessFromYear2Amt |
| Excess From Year1 | $138,970 | ExcessFromYear1Amt |
| Excess From Current Year | $82,745 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANIMAL MEDICAL CENTER | ||||||
| 510 E 62ND ST | NEW YORK | NY | 10065 | PC | PUBLIC CHARITY | $23,500 |
| ASPCA | ||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | PC | PUBLIC CHARITY | $500 |
| CITY MEALS-ON-WHEELS | ||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | PC | PUBLIC CHARITY | $1,500 |
| CITY MEALS-ON-WHEELS | ||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | PC | PUBLIC CHARITY | $1,500 |
| COLUMBIA BUSINESS SCHOOL | ||||||
| 3022 BROADWAY | NEW YORK | NY | 10027 | PC | PUBLIC CHARITY | $22,670 |
| COLUMBIA COLLEGE | ||||||
| 1130 AMSTERDAM AVE | NEW YORK | NY | 10027 | PC | PUBLIC CHARITY | $47,250 |
| COLUMBIA COLLEGE FUND | ||||||
| 622 W 113TH STREET | NEW YORK | NY | 10025 | PC | PUBLIC CHARITY | $25,000 |
| COLUMBIA UNIVERSITY | ||||||
| 622 W 113TH STREET | NEW YORK | NY | 10025 | PC | PUBLIC CHARITY | $10,000 |
| COLUMBIA UNIVERSITY | ||||||
| 622 W 113TH STREET | NEW YORK | NY | 10025 | PC | PUBLIC CHARITY | $10,000 |
| COLUMBIA UNIVERSITY | ||||||
| 1130 AMSTERDAM AVE | NEW YORK | NY | 10027 | PC | PUBLIC CHARITY | $1,000 |
| COLUMBIA UNIVERSITY | ||||||
| 435 WEST 116TH STREET BOX A-2 | NEW YORK | NY | 10027 | PC | PUBLIC CHARITY | $22,000 |
| CONGREGATION EMANU-EL OF THE CITY OF NY | ||||||
| 1 EAST 65TH STREET | NEW YORK | NY | 10065 | PC | PUBLIC CHARITY | $25,000 |
| CONGREGATION EMANU-EL OF THE CITY OF NY | ||||||
| 1 EAST 65TH STREET | NEW YORK | NY | 10065 | PC | PUBLIC CHARITY | $18,000 |
| HARBORING HEARTS | ||||||
| 601 WEST 26TH STREET | NEW YORK | NY | 10001 | PC | PUBLIC CHARITY | $1,000 |
| MOUNT SINAI HEALTH | ||||||
| ONE GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | PC | PUBLIC CHARITY | $1,000 |
| NEIGHBORHOOD COALITION FOR SHELTER | ||||||
| 157 E 86TH | NEW YORK | NY | 10128 | PC | PUBLIC CHARITY | $25,000 |
| NEIGHBORHOOD COALITION FOR SHELTER | ||||||
| 50 BROADWAY | NEW YORK | NY | 10004 | PC | PUBLIC CHARITY | $1,000 |
| SESAME WORKSHOP | ||||||
| 1900 BROADWAY | NEW YORK | NY | 10023 | PC | PUBLIC CHARITY | $2,500 |
| THE HUMANE SOCIETY OF THE UNITED STATES | ||||||
| 1255 23RD ST NW STE 450 | WASHINGTON | DC | 20037 | PC | PUBLIC CHARITY | $1,500 |
| THE JED FOUNDATION | ||||||
| 1140 BROADWAY STE 803 | NEW YORK | NY | 10001 | PC | PUBLIC CHARITY | $5,000 |
| UJA FEDERATION | ||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | PC | PUBLIC CHARITY | $5,000 |
| YALE UNIVERSITY | ||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 065102100 | PC | PUBLIC CHARITY | $10,000 |
| COLUMBIA GRAMMAR & PREPARATORY SCHOOL | ||||||
| 5 W 93RD ST | NEW YORK | NY | 10025 | PC | PUBLIC CHARITY | $2,500 |
| COPD FOUNDATION | ||||||
| 3300 PONCE DELEON BLVD | MIAMI | FL | 33134 | PC | PUBLIC CHARITY | $10,000 |
| ASPCA | ||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | PC | PUBLIC CHARITY | $5,000 |
| THE NATURE CONSERVANCY | ||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | PC | PUBLIC CHARITY | $35 |
| HUMANE SOCIETY OF WESTCHESTER | ||||||
| 70 PORTMAN ROAD | NEW YORK | NY | 10801 | PC | PUBLIC CHARITY | $500 |
| LITTLE SHELTER ADOPTION CENTER | ||||||
| 33 WARNER ROAD | HUNTINGTON | NY | 11743 | PC | PUBLIC CHARITY | $250 |
| NORTH SHORE ANIMAL LEAGUE | ||||||
| 25 DAVIS AVENUE | PORT WASHINGTON | NY | 11050 | PC | PUBLIC CHARITY | $500 |
| THE FRESH AIR FUND | ||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | PC | PUBLIC CHARITY | $498 |
| CITY HARVEST | ||||||
| 6 EAST 32ND STREET 5TH FL | NEW YORK | NY | 100165415 | PC | PUBLIC CHARITY | $250 |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||
| 40 W 20TH STREET | NEW YORK | NY | 10011 | PC | PUBLIC CHARITY | $720 |
| POLAR BEARS INTERNATIONAL | ||||||
| PO BOX 3008 | BOZEMAN | MT | 59772 | PC | PUBLIC CHARITY | $500 |
| CENTRAL PARK CONSERVANCY | ||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | PC | PUBLIC CHARITY | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $280,923 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89,631 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $156 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $138,500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $228,307 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $228,307 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VIVIAN L MILSTEIN DESCENDANTS' TRUST FOR CJM | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 MADISON AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $2,516,830 | EOYBookValueAmt |
| EOYFMV | $3,453,021 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| EOY Book Value | $1,553 | EOYBookValueAmt |
| EOYFMV | $1,553 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $250 | $0 | $250 |
| INVESTMENT FEES | $31,461 | $31,461 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BONY | Desc |
| Revenue And Expenses Per Books | $156 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $156 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $156 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $2,641 | $0 | $0 |
| FOREIGN TAX | $1,907 | $1,907 | $0 |
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