FEIN ROSS FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FEIN ROSS FAMILY FOUNDATION (EIN 61-1616420)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-13
- IRS object ID
- 201922259349100507
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-13T12:08:05-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 130485070 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERDON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 611616420 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FEINROSS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MELINHILL CAPITAL LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FEIN | BusinessNameControlTxt |
| Phone | 2129163197 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 335 MADISON AVENUE NO 9 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDER B ROSS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2129163197 | PhoneNum |
| Signature | 2019-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARCO SVAGNA | PreparerPersonNm |
| PTIN | P00217291 | PTIN |
| Phone | 2128320400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.22.173.199 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-16 | IPDt |
| IP Tm | 12:30:41 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 89DA579B860D4DDB3EA579B0321C4E1D427F49F8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BD2053FD1A4450B23B585E057E8A967C53B580C8 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,419,399 | 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 | $255,787 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $52,019 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,019 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$229,312 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $413,558 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $168,328 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $78,494 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $220,347 | 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 |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $781 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,531 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,250 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,375 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,531 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,250 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,963 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $219,097 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $60,758 | CashBOYAmt |
| Cash EOY | $38,160 | CashEOYAmt |
| Cash EOYFMV | $38,160 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,115,518 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,169,079 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,381,239 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,176,276 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,207,239 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,419,399 | 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 | $1,176,276 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,207,239 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,176,276 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,207,239 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,176,276 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,207,239 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,176,276 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,963 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,207,239 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,207,239 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $361,961 | $185,966 | $175,995 | $175,995 | |
| PUBLICLY TRADED SECURITIES | $50,020 | $59,264 | -$9,244 | -$9,244 | |
| CAPITAL GAINS DIVIDENDS | $1,577 | $1,577 | $1,577 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $168,328 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $997,641 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.025811 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $21,800 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $623,604 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034958 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $17,520 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $384,379 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045580 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,550 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $129,116 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.120434 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $29,650 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $90,625 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.327172 | DistributionYr5Rt |
| Total Distribution | 0.553955 | TotalDistributionRt |
| Average Distribution | 0.110791 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,378,910 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $152,771 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,191 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $154,962 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $45,375 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,382 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,382 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,382 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $12,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $116 | EsPenaltyAmt |
| Overpayment | $8,702 | OverpaymentAmt |
| Applied To ES Tax | $4,702 | AppliedToESTaxAmt |
| Refund | $4,000 | RefundAmt |
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 | SANDER B ROSS | IndividualWithBooksNm |
| Phone | 2129163197 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 E 47TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172136 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CAROL F ROSS | ||||||||
| 240 EAST 47TH STREET 18E | NEW YORK | NY | 100172036 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| SANDER B ROSS | ||||||||
| 240 EAST 47TH STREET 18E | NEW YORK | NY | 100172036 | TREASURER | 2.00 | $0 | $0 | $0 |
| MELISSA F ROSS | ||||||||
| 7660 BEVERLY BLVD APT 111 | LOS ANGELES | CA | 90036 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LINDSEY ROSS NEIMAND | ||||||||
| 2 LEISURE FARM DRIVE | ARMONK | NY | 105041925 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| HILLARY ROSS POSTERNAK | ||||||||
| 11 OAK LANE | SCARSDALE | NY | 10583 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,248,699 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $151,210 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,399,909 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,399,909 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,999 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,378,910 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,946 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,946 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,382 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,382 | TotalTaxAmt |
| Distributable Before Adj | $64,564 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $64,564 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $64,564 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,375 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $45,375 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $45,375 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,564 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $16,807 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,570 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $26,377 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,375 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $45,375 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $19,189 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $19,189 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,188 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,188 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,188 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROL F ROSS | ContributingManagerNm |
| Contributing Manager | SANDER B ROSS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE NATIONAL MS SOCIETY | ||||||
| 733 3RD AVENUE | NEW YORK | NY | 10017 | PC | RESEARCH AND ASSITANCE PROGRAMS FOR MULTIPLE SCLEROSIS | $250 |
| NYU LAW SCHOOL | ||||||
| 40 WASHINGTON SQUARE S | NEW YORK | NY | 10012 | PC | LAW SCHOOL PROGRAMS AND SCHOLARSHIPS | $500 |
| WESTCHESTER JEWISH COMMUNITY SERVICES | ||||||
| 845 NORTH BROADWAY | WHITE PLAINS | NY | 10603 | PC | RELIGIOUS, COMMUNITY AND EDUCATIONAL ACTIVITIES | $500 |
| UNIVERSITY OF MASSACHUSETTS | ||||||
| 388 NORTH PLEASANT STREET | AMHERST | MA | 01002 | PC | UNIVERSITY EDUCATION PROGRAMS | $5,000 |
| CORNELL UNIVERSITY | ||||||
| 130 E SENECA STREET SUITE 400 | ITHACA | NY | 14850 | PC | UNIVERSITY EDUCATION PROGRAMS | $5,000 |
| UNIVERSITY OF PENNSYLVANIA | ||||||
| 2929 WALNUT STREET SUITE 300 | PHILADELPHIA | PA | 19104 | PC | LAW SCHOOL PROGRAMS AND SCHOLARSHIPS | $2,500 |
| AJC GLOBAL JEWISH ADVOCACY | ||||||
| 165 EAST 56 STREET | NEW YORK | NY | 10022 | PC | RELIGIOUS, COMMUNITY AND EDUCATIONAL ACTIVITIES | $10,000 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | PC | EDUCATION AND COMBAT DISCRIMINATION | $500 |
| UJA FEDERATION NEW YORK | ||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | RELIGIOUS, COMMUNITY AND EDUCATIONAL ACTIVITIES | $5,000 |
| STUDENT ADVOCACY | ||||||
| 3 WEST MAIN STREET SUITE 212 | NEW YORK | NY | 10523 | PC | ADVOCATE FOR STUDENT RIGHTS | $250 |
| STUDENT ASSISTANCE SERVICES CORPORATION | ||||||
| 660 WHITE PLAINDS ROAD | TARRYTOWN | NY | 10591 | PC | COMBAT SUBSTANCE ABUSE, BULLYING, AND PROVIDE MENTAL HEALTH SERVICES | $5,000 |
| THE NATIONAL MS SOCIETY | ||||||
| 733 3RD AVENUE | NEW YORK | NY | 10017 | PC | RESEARCH AND ASSITANCE PROGRAMS FOR MULTIPLE SCLEROSIS | $500 |
| PROJECT RENEWAL | ||||||
| 200 VARICK STREET | NEW YORK | NY | 10014 | PC | COMBAT SUBSTANCE ABUSE, AND PROVIDE MENTAL HEALTH SERVICES | $500 |
| UNIVERSITY OF MASSACHUSETTS | ||||||
| 388 NORTH PLEASANT STREET | AMHERST | MA | 01002 | PC | RELIGIOUS, COMMUNITY AND EDUCATIONAL ACTIVITIES | $5,000 |
| THE SMART RIDE | ||||||
| 1314 E LAS OLAS BLVD STE 302 | FORT LAUDERDALE | FL | 33301 | PC | RESEARCH AND ASSITANCE PROGRAMS FOR AIDS/HIV | $250 |
| UJA FEDERATION NEW YORK | ||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | RELIGIOUS, COMMUNITY AND EDUCATIONAL ACTIVITIES | $500 |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||
| 33 E 33RD STREET 7TH FL | NEW YORK | NY | 10016 | PC | RELIGIOUS, COMMUNITY AND EDUCATIONAL ACTIVITIES | $500 |
| CONVERGENCE CENTER FOR POLICY RESOLUTION | ||||||
| 1133 19TH STREET NW SUITE 410 | WASHINGTON | DC | 20036 | PC | SOCIAL AND POLITICAL AWARENESS PROGRAMS | $250 |
| BROOKLYN LAW SCHOOL | ||||||
| 250 JORALEMON ST | BROOKLYN | NY | 11201 | PC | LAW SCHOOL PROGRAMS AND SCHOLARSHIPS | $500 |
| WORLD JEWISH CONGRESS | ||||||
| 501 MADISON AVENUE | NEW YORK | NY | 10022 | PC | RELIGIOUS, COMMUNITY AND EDUCATIONAL ACTIVITIES | $500 |
| STUDENT ASSISTANCE SERVICES CORPORATION | ||||||
| 660 WHITE PLAINDS ROAD | TARRYTOWN | NY | 10591 | PC | COMBAT SUBSTANCE ABUSE, BULLYING, AND PROVIDE MENTAL HEALTH SERVICES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,019 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$229,312 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$177,293 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$177,293 | 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 Person | SANDER B ROSS AND CAROL FEIN ROSS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 EAST 47TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $255,787 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 500 SHARES OF TIME WARNER | $47,523 | 2018-06-07 |
| 1 | 2000 SHARES OF TIME WARNER | $197,540 | 2018-06-15 |
| 1 | 150 SHARES OF CITIBANK | $10,724 | 2018-07-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HOUSMAN & ELEZOVIC | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,410 DOW DUPONT | $57,000 | $75,407 |
| 700 WALT DISNEY CORP | $43,945 | $76,755 |
| 1, 853 DELTA | $80,844 | $92,465 |
| 1,304 INTEL | $41,425 | $61,197 |
| 400 VANECK VECTORS | $27,726 | $21,916 |
| 300 CINCINNATI BELL | $10,862 | $8,499 |
| 3,500 NOVAVAX INC. | $36,840 | $6,440 |
| 400 PFIZER INC | $14,408 | $17,460 |
| NEXTPOINT STRATEGIC OPP FUND | $112,329 | $104,294 |
| 500 ISTAR | $5,484 | $4,585 |
| 700 SPDR TR | $166,944 | $174,944 |
| 1,150 TOMPKINS FINANCE | $71,527 | $86,262 |
| 3,500 PIMCO DYNAMIC CREDIT | $77,516 | $73,675 |
| 3,300 ARES DYNAMIC CR ALLOCATION | $51,193 | $45,540 |
| 3,200 BLACKROCK MULTI-SECTOR INC TR | $54,289 | $49,152 |
| 2,00 CLOUGH GLOBAL OPP | $32,052 | $23,867 |
| 500 EATON VANCE TAX ADV GLBL DIV | $8,254 | $6,770 |
| 500 FIRST TRUST HIGH INCOME | $8,429 | $6,640 |
| 3,300 KKR INCOME OPPORTUNITIES | $53,397 | $47,025 |
| 8,909 AT&T | $64,252 | $254,263 |
| 1,100 ADVENT CLAYMORE | $14,722 | $13,794 |
| 1,700 ARES CAPITAL CORP | $27,524 | $26,486 |
| 1,600 BLACKROCK TAX MUNI BD | $32,069 | $33,632 |
| 150 CITIGROUP | $10,724 | $7,809 |
| 1,200 EATON VANCE LTD DURATION FUND | $14,474 | $14,304 |
| 9,000 PUTNAM PREMIER INCOME TRUST | $44,212 | $42,210 |
| 800 XIA OCTAGON | $6,638 | $5,848 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEE FOR NY CHAR 500 | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $125 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $781 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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