GREENBLATT FAMILY CHARITABLE TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GREENBLATT FAMILY CHARITABLE TR (EIN 27-6946683)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349103585
- Schema version
- 2024v5.2
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T13:50:24-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 JOHN F KENNEDY PARKWAY | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070782754 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276946683 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENBLATT FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O WILLIAM GREENBLATT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 2127365100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 BROADWAY SUITE 468 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM GREENBLATT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2127365100 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIEGO RESTREPO | PreparerPersonNm |
| PTIN | P00670890 | PTIN |
| Phone | 9734679650 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,397,521 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $332,232 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $332,232 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,005 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,125,088 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,005 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $239 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $239 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $401,476 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $401,476 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,249 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,124 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,750 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,750 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,999 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,874 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $607,547 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $607,547 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $618,546 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,874 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $607,547 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$217,070 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $393,602 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $87,739 | CashBOYAmt |
| Cash EOY | $2,741 | CashEOYAmt |
| Cash EOYFMV | $2,741 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,451,325 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,316,730 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,389,351 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $5,429 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,429 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,429 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,544,493 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,324,900 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,397,521 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,544,493 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,544,493 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$219,593 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,544,493 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,324,900 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,544,493 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,324,900 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,544,493 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$217,070 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,327,423 | SubtotalAmt |
| Other Decreases | $2,523 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,324,900 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 8,000.000 - OCA ACQUISITION CORP | 2021-01-15 | 2024-12-05 | $50 | $7,790 | -$7,740 | -$7,740 |
| 750.000 - WALLBOX N V | 2021-02-26 | 2024-12-05 | $38 | $1,263 | -$1,225 | -$1,225 |
| 250,000.000 - BAC 1/25 PFD U | 2022-10-03 | 2024-06-17 | $250,000 | $247,608 | $2,392 | $2,392 |
| 500,000.000 - BAC 1/25 PFD X | 2022-10-03 | 2024-09-05 | $500,000 | $495,109 | $4,891 | $4,891 |
| 500,000.000 - CITI 1/25 PFD M | 2022-10-03 | 2024-08-15 | $500,000 | $493,505 | $6,495 | $6,495 |
| 250,000.000 - JPM 1/10TH PFD R | 2022-10-04 | 2024-05-01 | $250,000 | $250,838 | -$838 | -$838 |
| 500,000.000 - JPM 1/10TH PFD FF | 2022-10-03 | 2024-08-01 | $500,000 | $467,574 | $32,426 | $32,426 |
| 500,000.000 - JPM 1/10TH PFD FF | 2022-12-19 | 2024-08-01 | $500,000 | $483,477 | $16,523 | $16,523 |
| 250,000.000 - TRUIST FINL PFD L | 2022-10-03 | 2024-12-16 | $250,000 | $245,891 | $4,109 | $4,109 |
| 125,000.000 - WF PFD CL A SER S | 2022-10-03 | 2024-06-17 | $125,000 | $119,130 | $5,870 | $5,870 |
| 250,000.000 - WF PFD CL A SER S | 2023-01-17 | 2024-06-17 | $250,000 | $243,898 | $6,102 | $6,102 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,005 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,471 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,471 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,471 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,433 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,433 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,962 | OverpaymentAmt |
| Applied To ES Tax | $3,962 | AppliedToESTaxAmt |
| Refund | $0 | 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 |
| 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 | WILLIAM GREENBLATT | IndividualWithBooksNm |
| Phone | 2127365100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 BROADWAY STE 468 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM M GREENBLATT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 BROADWAY SUITE 468 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $4,470,328 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,218 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,503,546 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,503,546 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,553 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,435,993 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $221,800 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $221,800 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,471 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,471 | TotalTaxAmt |
| Distributable Before Adj | $216,329 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $216,329 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $216,329 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $607,547 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $607,547 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $216,329 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $394,512 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $426,979 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,170,382 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $672,779 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,918,579 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,583,231 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $607,547 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $216,329 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $391,218 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,974,449 | 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 | $394,512 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,579,937 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $426,979 | ExcessFromYear4Amt |
| Excess From Year3 | $1,170,382 | ExcessFromYear3Amt |
| Excess From Year2 | $672,779 | ExcessFromYear2Amt |
| Excess From Year1 | $1,918,579 | ExcessFromYear1Amt |
| Excess From Current Year | $391,218 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM M GREENBLATT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABINGDON THEATRE COMPANY | |||||||
| 312 W 36TH ST | NEW YORK | NY | 10018 | NONE | PC | NON-RESTRICTED | $30,000 |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 1300 MORRIS AVENUE | BRONX | NY | 10461 | NONE | PC | NON-RESTRICTED | $1,315 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | NONE | PC | NON-RESTRICTED | $1,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | NON-RESTRICTED | $3,000 |
| CHILDREN'S TUMOR FOUNDATION | |||||||
| 697 THIRD AVENUE SUITE 418 | NEW YORK | NY | 10017 | NONE | PC | NON-RESTRICTED | $500 |
| COOKIES FOR KIDS CANCER | |||||||
| PO BOX 415 | CALIFON | NJ | 07830 | NONE | PC | NON-RESTRICTED | $250 |
| EAST END HOSPICE | |||||||
| 481 WESTHAMPTON-RIVERHEAD ROAD | WESTHAMPTON BEACH | NY | 11978 | NONE | PC | NON-RESTRICTED | $1,000 |
| FAMILIAL DYSAUTONOMIA FOUNDATION INC | |||||||
| 315 WEST 39TH STREET SUITE 701 | NEW YORK | NY | 10018 | NONE | PC | NON-RESTRICTED | $500 |
| FLORIDA WOMEN'S FREEDOM COALITION PC | |||||||
| 6619 SOUTH DIXIE HWY 617 | MIAMI | FL | 33143 | NONE | PC | NON-RESTRICTED | $1,000 |
| FRIENDS OF JCC KRAKOW INC | |||||||
| 74 LAFAYETTE AVE STE 101 | SUFFERN | NY | 10901 | NONE | PC | NON-RESTRICTED | $2,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | NON-RESTRICTED | $250 |
| HIT THE BOOKS | |||||||
| 340 ST NICHOLAS AVE | NEW YORK | NY | 10027 | NONE | PC | NON-RESTRICTED | $1,000 |
| HUMAN RIGHTS CAMPAIGN FOUNDATION | |||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | NONE | PC | NON-RESTRICTED | $100 |
| JEWISH COMMUNITY PROJECT OF LOWER MANHATTAN | |||||||
| 146 DUANE STREET | NEW YORK | NY | 10013 | NONE | PC | NON-RESTRICTED | $5,000 |
| JEWISH VOCATIONAL SERVICE OF METRO WEST | |||||||
| 7 GLENWOOD AVE LOWER LEVEL | EAST ORANGE | NJ | 07017 | NONE | PC | NON-RESTRICTED | $5,000 |
| LISA B FISHMAN FOUNDATION INC | |||||||
| 11 WEDGEWOOD DR | MONTVILLE | NJ | 07045 | NONE | PC | NON-RESTRICTED | $250 |
| MRCC FOUNDATION INC | |||||||
| 713 PASSAIC AVENUE | WEST CALDWELL | NJ | 07006 | NONE | PC | NON-RESTRICTED | $1,030 |
| NEIGHBORHOOD COALITION FOR SHELTER | |||||||
| 50 BROADWAY SUITE 1301 | NEW YORK | NY | 10004 | NONE | PC | NON-RESTRICTED | $1,000 |
| NORTHSIDE CENTER FOR CHILD DEVELOPMENT INC | |||||||
| 1475 PARK AVENUE | NEW YORK | NY | 10029 | NONE | PC | NON-RESTRICTED | $1,500 |
| OXALOSIS & HYPEROXALURIA FOUNDATION | |||||||
| 579 ALBANY POST ROAD | NEW PALTZ | NY | 12561 | NONE | PC | NON-RESTRICTED | $600 |
| PARK AVENUE SYNAGOGUE | |||||||
| 50 E 87TH ST | NEW YORK | NY | 10128 | NONE | PC | NON-RESTRICTED | $112,052 |
| PLANNED PARENTHOOD | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | NONE | PC | NON-RESTRICTED | $1,000 |
| SAMMY GELBAND FOUNDATION | |||||||
| PO BOX 374 | SHORT HILLS | NJ | 07078 | NONE | PC | NON-RESTRICTED | $1,000 |
| SUCCESS ACADEMY CHARTER SCHOOLS | |||||||
| 95 PINE ST | NEW YORK | NY | 10005 | NONE | PC | NON-RESTRICTED | $50,000 |
| SUSAN G KOMEN | |||||||
| 13770 NOEL ROAD SUITE 801889 | DALLAS | TX | 75380 | NONE | PC | NON-RESTRICTED | $250 |
| TED & RENEE SERURE FAMILY FOUNDATION | |||||||
| 20083 NORTHEAST 39TH PLACE | AVENTURA | FL | 33180 | NONE | PC | NON-RESTRICTED | $250 |
| THE AMERICAN CANCER SOCIETY | |||||||
| 3380 CHASTAIN MEADOWS PKWY NW 200 | KENNESAW | GA | 30144 | NONE | PC | NON-RESTRICTED | $100 |
| THE BOOMER ESIASON FOUNDATION | |||||||
| PO BOX 28819 | NEW YORK | NY | 100878819 | NONE | PC | NON-RESTRICTED | $10,000 |
| THE BRONX FOUNDATION | |||||||
| 557 GRAND CONCOURSE | BRONX | NY | 10451 | NONE | PC | NON-RESTRICTED | $1,000 |
| THE HONEY FOUNDATION FOR ISRAEL | |||||||
| 11 PRINCETON ROAD | LIVINGSTON | NJ | 07039 | NONE | PC | NON-RESTRICTED | $10,000 |
| THE PROMISE PROJECT | |||||||
| 121 AVENUE OF THE AMERICAS FL 6 | NEW YORK | NY | 10013 | NONE | PC | NON-RESTRICTED | $1,000 |
| TRUST WOMEN FOUNDATION INC | |||||||
| 5107 E KELLOGG DR | WICHITA | KS | 672181625 | NONE | PC | NON-RESTRICTED | $1,000 |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC | |||||||
| 4603 CALVERT RD | COLLEGE PARK | MD | 20740 | NONE | PC | NON-RESTRICTED | $100,000 |
| VANDERBILT UNIVERSITY | |||||||
| 2201 WEST END AVE | NASHVILLE | TN | 37235 | NONE | PC | NON-RESTRICTED | $5,000 |
| WASHINGTON UNIVERSITY IN ST LOUIS | |||||||
| 1 BROOKINGS DR | ST LOUIS | MO | 63130 | NONE | PC | NON-RESTRICTED | $8,600 |
| YESHIVA UNIVERSITY | |||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | NONE | PC | NON-RESTRICTED | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $607,547 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $332,232 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $239 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $69,005 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $401,476 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $401,476 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,249 | Amt |
| Net Investment Income | $3,124 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STIFEL - MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $4,316,730 | EOYBookValueAmt |
| EOYFMV | $4,389,351 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| BOY Book Value | $5,429 | BOYBookValueAmt |
| EOY Book Value | $5,429 | EOYBookValueAmt |
| EOYFMV | $5,429 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCES | Desc |
| Amt | $2,523 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STIFEL #1242 - OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $239 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $239 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $4,750 | Amt |
| Net Investment Income | $4,750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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