THE@DAVID HIMELBERG FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE@DAVID HIMELBERG FOUNDATION (EIN 13-7200887)
- Tax period
- 2017-09-01 to 2018-08-31
- Filed
- 2019-04-01
- IRS object ID
- 201930919349100313
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-01T15:01:22-05:00 | ReturnTs |
| Tax Period End | 2018-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137200887 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID HIMELBERG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 2122970400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | COHNREZNICK 1301 AVE OF AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORMAN HIMELBERG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2122970400 | PhoneNum |
| Signature | 2019-03-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS LANNING | PreparerPersonNm |
| PTIN | P00851654 | PTIN |
| Phone | 2122970400 | PhoneNum |
| Preparation | 2019-03-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.59.242.22 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-28 | IPDt |
| IP Tm | 14:23:26 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 238159564A7F207AC3E2D33505B4833284B8AC6F | 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 | $11,366,576 | 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 |
| Interest On Sav Rev And Expnss | $159 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $159 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $188,007 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $188,007 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $520,557 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,663,299 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $520,557 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$7,476 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$7,476 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $701,247 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $701,247 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $126,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $92,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $33,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,910 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,955 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,955 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $656 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $656 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,025 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $180 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,845 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $140,591 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,191 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $306,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $306,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $447,491 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,191 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $351,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $253,756 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $605,056 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,010,917 | CashBOYAmt |
| Cash EOY | $1,829,363 | CashEOYAmt |
| Cash EOYFMV | $1,829,363 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,829,429 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,264,739 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,537,213 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,840,346 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,094,102 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,366,576 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $8,840,346 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,094,102 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,840,346 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,094,102 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,840,346 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,094,102 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,840,346 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $253,756 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,094,102 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,094,102 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,654,856 | $2,142,742 | $512,114 | $512,114 | |
| CAPITAL GAINS DIVIDENDS | $8,443 | $8,443 | $8,443 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $520,557 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $317,260 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,772,349 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032465 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $625,809 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,740,458 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064248 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $451,611 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,277,012 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043944 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $341,015 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,058,303 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037647 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $361,038 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,183,404 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050260 | DistributionYr5Rt |
| Total Distribution | 0.228564 | TotalDistributionRt |
| Average Distribution | 0.045713 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,793,811 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $493,417 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,051 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $499,468 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $351,300 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,101 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,101 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,101 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $906 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $11,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,906 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $275 | EsPenaltyAmt |
| Tax Due | $470 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID HIMELBERG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122970400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | COHNREZNICK 1301 AVENUE OF THE | AddressLine1Txt |
| Address Line2 | AMERICAS 10TH FL | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 | Yes (1) | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2016 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| NORMAN HIMELBERG | |||||||||
| CONHREZNICK 1301 AVENUE OF THE | AMERICAS 10TH FL | NEW YORK | NY | 10019 | TRUSTEE | 40.00 | $117,600 | $0 | $0 |
| RACHAEL S BROOKS | |||||||||
| CONHREZNICK 1301 AVENUE OF THE | AMERICAS 10TH FL | NEW YORK | NY | 10019 | DIRECTOR | 5.00 | $8,400 | $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 | $9,183,412 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,774,772 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,958,184 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,958,184 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $164,373 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,793,811 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $539,691 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $539,691 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,101 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,101 | TotalTaxAmt |
| Distributable Before Adj | $527,590 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $527,590 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $527,590 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $351,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $351,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $351,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $527,590 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $441,583 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $351,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $351,300 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $90,283 | Taxable2Amt |
| Undistributed Income CY | $527,590 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE INC | ||||||
| 633 THIRD AVENUE 20TH FL | NEW YORK | NY | 10017 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $12,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||
| 352 SEVENTH AVENUE SUITE 400 | NEW YORK | NY | 10001 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $75,000 |
| AMERICAN RED CROSS | ||||||
| 431 18TH STREET | WASHINGTON | DC | 20006 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100 |
| AMERICAN SOCIETY OF YAD VASHEM | ||||||
| 500 5TH AVE FL 42 | NEW YORK | NY | 10110 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $3,000 |
| AMERICAN TECHNION SOCIETY | ||||||
| 55 EAST 59TH ST | NEW YORK | NY | 10022 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $2,500 |
| AMERICAN VET DOGS | ||||||
| 71 SCHULMAN VESLAK RD | EAST HADDAM | CT | 064231207 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100 |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||
| PO BOX 5892 | HICKSVILLE | NY | 11801 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $20,000 |
| BOY SCOUTS OF AMERICA | ||||||
| 571 HOLT AVE | MANCHESTER | NH | 03109 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $200 |
| CENTRAL PARK CONSERVANCY | ||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $500 |
| CHAI LIFELINE | ||||||
| 151 W 30TH ST THIRD FL | NEW YORK | NY | 10001 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $200 |
| CHILDRENS VILLAGE OF JERUSALEM INC | ||||||
| 15 BEEKMAN ST | NEW YORK | NY | 10038 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $200 |
| COLEL CHABAD | ||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $200 |
| DANA-FARBER CANCER INSTITUTE | ||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02115 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $1,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 333 SEVENTH AVE 2ND FLOOR | NEW YORK | NY | 10001 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $3,000 |
| DOROT INC | ||||||
| PO BOX 5151 | LOUISVILLE | KY | 402550151 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $200 |
| FRIENDS OF YAD SARAH | ||||||
| 445 PARK AVENUE SUTE 1702 | NEW YORK | NY | 10022 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $9,000 |
| GUIDE DOGS FOR THE BLIND INC | ||||||
| PO BOX 151200 | SAN RAFAEL | CA | 94915 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $100 |
| HADASSAH HOSPITAL | ||||||
| 50 WEST 58TH STREET | NEW YORK | NY | 10019 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $12,000 |
| HIAS US | ||||||
| 1300 SPRING STREET | SILVER SPRING | MD | 20910 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| ISRAEL CHILDRENS CANCER FOUNDATION | ||||||
| 141 WASHINGTON AVENUE | LAWRENCE | NY | 115590000 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $300 |
| JARRETTSVILLE PUBLIC LIBRARY | ||||||
| 3722 NORRISVILLE RD | JARRETTSVILLE | MD | 21084 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $8,500 |
| JOHN HOPKINS CHILDRENS CENTER | ||||||
| 500 SEVENTH AVENUE SOUTH 4TH FLOOR | STPETERSBURG | FL | 33701 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| MAKE-A-WISH FOUNDATION | ||||||
| 4742 N 24TH STREET SUITE 400 | PHOENIX | AZ | 85016 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $1,200 |
| MUSEUM OF JEWISH HERITAGE | ||||||
| 2929 RICHMOND ROAD | BEACHWOOD | OH | 44122 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $3,500 |
| NATIONAL JEWISH OUTREACH PROGRAM | ||||||
| 989 SIXTH AVENUE 10TH FL | NEW YORK | NY | 10018 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $1,000 |
| NATIONAL PARK FOUNDATION | ||||||
| 1110 VERMONT AVE NW SUITE 200 | WASHINGTON | DC | 20005 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $500 |
| NEW YORK PUBLIC LIBRARY | ||||||
| FIFTH AVENUE AND 42ND STREET | NEW YORK | NY | 10018 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $500 |
| NEW YORK UNIVERSITY SCHOOL OF MEDICINE | ||||||
| 8625 ANDREW CARNEGIE BLVD | CHARLOTTE | NC | 28262 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $75 |
| NEW YORK UNIVERSITY STERN OF SCHOOL BUSINESS | ||||||
| C/O KAUFMAN MGMT CTR-44 WEST 4TH ST | NEW YORK | NY | 10012 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $5,000 |
| PROSTATE CANCER FOUNDATION | ||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $200 |
| SELF-HELP SERVICES CORP | ||||||
| 301 W MAIN ST | DURHAM | NC | 27701 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $2,000 |
| SHAARE ZEDEK MEDICAL CENTER | ||||||
| 8671 WILSHIRE BLVD STE 712 | BEVERLY HILLS | CA | 90211 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $12,000 |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $3,000 |
| SIMON WIESENTHAL CENTER | ||||||
| 1399 S ROXBURY 2ND FL | LOS ANGELES | CA | 90035 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $4,000 |
| SPECIAL OLYMPICS NY | ||||||
| 504 BALLTOWN RD | SCHENECTADY | NY | 12304 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $200 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $10,000 |
| THE BLUE CARD INC | ||||||
| 171 MADISON AVE STE 1405 | NEW YORK | NY | 10016 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $8,000 |
| THE HEBREW FREE BURIAL ASSOCIATION | ||||||
| 125 MAIDEN LANE UNIT 5B | NEW YORK | NY | 10038 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $14,000 |
| THE JEWISH BRAILLE INSTITUTE | ||||||
| 741 NORTH VERMONT AVENUE | LOS ANGELES | CA | 90029 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $700 |
| THE JEWISH MUSEUM | ||||||
| 1109 5TH AVE | NEW YORK | NY | 10128 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $425 |
| UNITED HATZALAH OF ISRAEL | ||||||
| 205 EAST 42ND STREET 19TH FLOOR | NEW YORK | NY | 10017 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $52,000 |
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NY | ||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $4,000 |
| UNITED STATES HOLOCAUST MUSEUM | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $12,800 |
| WEILL CORNELL MEDICAL CENTER | ||||||
| 100 BROADWAY 8TH FLOOR | NEW YORK | NY | 10005 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $500 |
| WORLD JEWISH CONGRESS | ||||||
| POBOX 11032 | LEWISTON | ME | 04243 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $200 |
| WOUNDED WARRIOR PROJECT | ||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE. | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $306,900 | 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 | $159 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $188,007 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $520,557 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIDELITY | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$7,476 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $701,247 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $701,247 | 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 | COHNREZNICK | CategoryTxt |
| Amt | $5,910 | Amt |
| Net Investment Income | $2,955 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,955 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $7,264,739 | EOYBookValueAmt |
| EOYFMV | $9,537,213 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $180 | $180 | $0 |
| NYS FILING FEE | $750 | $0 | $750 |
| OTHER | $7,095 | $0 | $7,095 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIDELITY | Desc |
| Revenue And Expenses Per Books | -$7,476 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$7,476 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$7,476 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $656 | Amt |
| Net Investment Income | $656 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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