GREENBLATT FAMILY CHARITABLE TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GREENBLATT FAMILY CHARITABLE TR (EIN 27-6946683)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-21
- IRS object ID
- 201942949349100304
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-21T09:39:36-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 345 Park Ave | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101540102 | 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 | 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) |
|---|---|---|
| In Care Of | % KPMG LLP | InCareOfNm |
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 2127365100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 State Street 24th Floor | 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 | 2019-06-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Warren Abkowitz | PreparerPersonNm |
| PTIN | P00182285 | PTIN |
| Phone | 2127589700 | PhoneNum |
| Preparation | 2019-06-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.102.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 13407320192945000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-10-21 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 079D382D38B14A2208A94F4627D02AB8062880D3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1B3C0C2DC60123AEB1152A4EFA00CD622A8E5F0F | 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 | $7,827,154 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,391 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,391 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $205,130 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $205,130 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $262,079 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $983,382 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $262,079 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $18,451 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $468,600 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $487,051 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $25,000 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $30,500 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,250 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $623,665 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $623,665 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $654,165 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,250 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $623,665 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$185,565 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $484,801 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $88,391 | CashBOYAmt |
| Cash EOY | $61,472 | CashEOYAmt |
| Cash EOYFMV | $61,472 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,090,538 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,683,406 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,760,253 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $500,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $265,651 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,429 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,429 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,944,580 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,750,307 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,827,154 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,944,580 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,750,307 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,944,580 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,750,307 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,944,580 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,750,307 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,944,580 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$185,565 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,759,015 | SubtotalAmt |
| Other Decreases | $8,708 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,750,307 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 12484 SHS BLACKROCK MONEY MARKET | 2016-02-08 | 2018-11-08 | $440,759 | $230,011 | $219,456 | $210,748 |
| 353.835 SHS ALPHAKEYS MILLENNIUM OFFSHORE FUND LTD | 2016-06-27 | 2018-03-29 | $542,623 | $500,000 | $42,623 | $42,623 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $262,079 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $712,123 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,278,984 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.086016 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $469,670 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,753,628 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060574 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $307,550 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,692,378 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.11423 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $257,709 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,456,599 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.104905 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $168,847 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,223,602 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.075934 | DistributionYr5Rt |
| Total Distribution | 0.441659 | TotalDistributionRt |
| Average Distribution | 0.088332 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,212,118 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $725,393 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,848 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $730,241 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $623,665 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,696 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,696 | SubtotalAmt |
| Tax Based On Investment Income | $9,696 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,348 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $32,348 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $22,652 | OverpaymentAmt |
| Applied To ES Tax | $22,652 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127589700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 PARK AVENUE | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| William M Greenblatt | ||||||||
| 11 E 68th Street apt 10E | New York | NY | 10065 | Trustee | 1.0 | $0 | $0 | $0 |
| Judith S Greenblatt | ||||||||
| 11 E 68th STreet apt 10E | New York | NY | 10065 | Trustee | 1.0 | $0 | $0 | $0 |
| Steven Jacob GReenblatt | ||||||||
| 60 East 8th street apt 32P | New York | NY | 10003 | Trustee | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,113,446 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $223,730 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,337,176 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,337,176 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $125,058 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,212,118 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $410,606 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $410,606 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,696 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,696 | TotalTaxAmt |
| Distributable Before Adj | $400,910 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $400,910 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $400,910 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $623,665 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $623,665 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $623,665 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $400,910 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $59,773 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $137,275 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $175,895 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $95,938 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $302,047 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $770,928 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $623,665 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $400,910 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $222,755 | RemainingDistriFromCorpusAmt |
| Total Corpus | $993,683 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $59,773 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $933,910 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $137,275 | ExcessFromYear4Amt |
| Excess From Year3 | $175,895 | ExcessFromYear3Amt |
| Excess From Year2 | $95,938 | ExcessFromYear2Amt |
| Excess From Year1 | $302,047 | ExcessFromYear1Amt |
| Excess From Current Year | $222,755 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM M GREENBLATT | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| American Society for Yad Vashem | ||||||||
| 500 5th Ave 42 | New York | NY | 10110 | NONE | PC | NON-RESTRICTED | $1,800 | |
| Multiple Myeloma Research Foundation | ||||||||
| MerrittView 383 Main Ave 5 | Norwalk | CT | 06851 | NONE | PC | NON-RESTRICTED | $5,000 | |
| Park Avenue Synagogue | ||||||||
| 50 E 87th St | New York | NY | 10128 | NONE | PC | NON-RESTRICTED | $352,982 | |
| Washington University in St Louis Alumni&Developm | ||||||||
| One Booking Drive Campus Box 1210 | St Louis | MO | 63130 | NONE | PC | NON-RESTRICTED | $2,500 | |
| The Jewish Museum | ||||||||
| 1109 5th Ave 92nd St | New York | NY | 10128 | NONE | PC | NON-RESTRICTED | $945 | |
| Pap Corps For Cancer Research Boca Lago | ||||||||
| 1166 W Newport Center Dr Suite 11 | Deerfield Beach | FL | 33442 | NONE | PC | NON-RESTRICTED | $1,000 | |
| Success Academy Charter Schools | ||||||||
| 95 Pine St | New York | NY | 10005 | NONE | PC | NON-RESTRICTED | $47,550 | |
| NYU Finding A Cure for Epilepsy and Seizures | ||||||||
| 223 East 34th Street | New York | NY | 10016 | NONE | PC | NON-RESTRICTED | $1,700 | |
| City Parks Foundation | ||||||||
| 830 5th Ave | New York | NY | 10065 | NONE | PC | NON-RESTRICTED | $2,500 | |
| Cardoso Law | ||||||||
| 55 Fifth Avenue | New York | NY | 10003 | NONE | PC | NON-RESTRICTED | $4,000 | |
| Congregation Ohr ShalomSummit JCC | ||||||||
| 67 Kent Place Boulevard | Summit | NJ | 07901 | NONE | PC | NON-RESTRICTED | $10,000 | |
| UJA-Federation of New York | ||||||||
| 130 E 59th St | New York | NY | 10022 | NONE | PC | NON-RESTRICTED | $61,500 | |
| MRCC Foundation Inc | ||||||||
| 101 Eisenhower | ROSELAND | NJ | 07068 | NONE | PC | NON-RESTRICTED | $1,000 | |
| Abingdon Theatre Company | ||||||||
| 312 W 36th St | New York | NY | 10018 | NONE | PC | NON-RESTRICTED | $31,458 | |
| Lincoln Center Corporate Fund | ||||||||
| 70 Lincoln Center Plaza | New York | NY | 10023 | NONE | PC | NON-RESTRICTED | $3,500 | |
| Angels Among Us | ||||||||
| PO Box 821 | Alpharetta | GA | 30009 | none | PC | Non-Restricted | $500 | |
| Northside Center | ||||||||
| 1301 5th Ave | New York | NY | 10029 | NONE | PC | NON-RESTRICTED | $500 | |
| University of Maryland College Park Foundation | ||||||||
| 4603 Calvert Road | College Park | MD | 20740 | NONE | PC | NON-RESTRICTED | $28,300 | |
| Shore Friends of Camp Oakhurst | ||||||||
| 111 Monmouth Rd | Oakhurst | NJ | 07755 | NONE | PC | NON-RESTRICTED | $1,000 | |
| Yeshivot Atered Torah | ||||||||
| 901 QUENTIN ROAD | BROOKLYN | NY | 11223 | NONE | PC | NON-RESTRICTED | $250 | |
| Friends of Bezalel | ||||||||
| 370 Lexington Avenue Suite 1612 | New York | NY | 10017 | NONE | PC | NON-RESTRICTED | $250 | |
| American Jewish Committee | ||||||||
| AJC global | New York | NY | 10022 | NONE | PC | NON-RESTRICTED | $2,000 | |
| Ichan School of Medicine at Mount Sinai | ||||||||
| 1 Gustave L Levy Pl | New York | NY | 10029 | NONE | PC | NON-RESTRICTED | $500 | |
| Boomer Esiason Foundation | ||||||||
| 483 10th Ave 300 | New York | NY | 10018 | NONE | PC | NON-RESTRICTED | $25,000 | |
| University of Maryland Alumni Association | ||||||||
| 7801 Alumni Drive | College Park | MD | 20742 | NONE | PC | NON-RESTRICTED | $4,860 | |
| Ronald Mcdonald House | ||||||||
| 145 Somerset St | New Brunswick | NJ | 08901 | NONE | PC | NON-RESTRICTED | $1,000 | |
| Judd Foundation | ||||||||
| 101 Spring Street | New York | NY | 10012 | NONE | PC | NON-RESTRICTED | $250 | |
| New York Road Runners | ||||||||
| 320 West 57th Street | New York | NY | 10019 | NONE | PC | NON-RESTRICTED | $2,620 | |
| Network for Good | ||||||||
| 1140 Connecticut Ave NW 700 | Washington | DC | 20036 | NONE | PC | NON-RESTRICTED | $500 | |
| National Institute for Reproductive Health | ||||||||
| 14 Wall Street Suite 3B | New York | NY | 10005 | NONE | PC | NON-RESTRICTED | $2,500 | |
| Jewish Vocational Services | ||||||||
| 7 Glenwood Avenue Lower Level | East Orange | NJ | 07017 | NONE | PC | NON-RESTRICTED | $1,500 | |
| Damon Runyon Cancer Research Foundation | ||||||||
| One Exchange Plaza | New York | NY | 10006 | NONE | PC | NON-RESTRICTED | $1,000 | 55 Broadway Suite 302 |
| Yeshiva University | ||||||||
| 500 West 185th Street | New York | NY | 10033 | NONE | PC | NON-RESTRICTED | $20,000 | |
| The Metropolitan Museum of Art | ||||||||
| 1000 Fifth Avenue | New York | NY | 10028 | NONE | PC | NON-RESTRICTED | $200 | |
| The Covenant House | ||||||||
| 461 Eigth Avenue | New York | NY | 10001 | NONE | PC | NON-RESTRICTED | $1,000 | |
| The First Tee of Metropolitan New York | ||||||||
| 3545 Jerome Ave | Bronx | NY | 10467 | NONE | PC | NON-RESTRICTED | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $623,665 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $206,521 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $262,079 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $468,600 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $468,600 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STIFEL - MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $5,683,406 | EOYBookValueAmt |
| EOYFMV | $7,760,253 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKSTONE GROUP LP | $260,222 | $0 | $0 |
| OTHER RECEIVABLE | $5,429 | $5,429 | $5,429 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST ADJSUTMENTS TO PTP | Desc |
| Amt | $8,708 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1: THE BLACKSTONE GROUP LP | Desc |
| Net Investment Income | $18,451 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $25,000 | Amt |
Comments