BETA

ROSALIND AND FRANKLYN SCHAEFER FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ROSALIND AND FRANKLYN SCHAEFER FAMILY FOUNDATION (EIN 35-7085237)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201803189349101760
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-14T14:08:23-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222428965PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CITRIN COOPERMAN & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1529 FIFTH AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100174683ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN357085237EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROSALIND AND FRANKLYN SCHAEFER FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROSABusinessNameControlTxt
Phone5168832790PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1120 WEST CREEK FARMS ROADAddressLine1Txt
CitySANDS POINTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11050ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROSALIND SCHAEFERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5168832790PhoneNum
Signature2018-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW ROTTERPreparerPersonNm
PTINP00449684PTIN
Phone2126971000PhoneNum
Preparation2018-11-10PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.108.113.34IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-10IPDt
IP Tm20:44:59IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id17CB3B47DA996EC21BB0081AB2E0D4CAC1C2079AAtSubmissionCreationDeviceId
At Submission Filing Device Id2BC580A253FDAC9228FB41041B2F7AAC2C894E8EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,124,977FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$998,735ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$141InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$141InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$85,229DividendsRevAndExpnssAmt
Dividends Net Invst Incm$85,229DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$260,339NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,378,800GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,169,334CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,344,444TotalRevAndExpnssAmt
Total Net Invst Incm$1,254,704TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,875AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$625AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,745OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,745OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$16,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$22,245TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,620TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$625TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$127,183ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$127,183ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$149,428TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,620TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$127,808TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,195,016ExcessRevenueOverExpensesAmt
Net Investment Income$1,249,084NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$253,704CashBOYAmt
Sav And Temp Cash Invst EOY$1,403,006SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,403,006SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,693,478CorporateStockBOYAmt
Corporate Stock EOY$1,739,192CorporateStockEOYAmt
Corporate Stock EOYFMV$1,721,971CorporateStockEOYFMVAmt
Total Assets BOY$1,947,182TotalAssetsBOYAmt
Total Assets EOY$3,142,198TotalAssetsEOYAmt
Total Assets EOYFMV$3,124,977TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,947,182RetainedEarningBOYAmt
Retained Earning EOY$3,142,198RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,947,182TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,142,198TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,947,182TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,142,198TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,947,182TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,195,016ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,142,198SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,142,198TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
661 SHS HOTCHKIS & WILEY HIGH YIELD FD CP2016-11-092017-03-29$8,000$7,788$212$212
2,044 SHS HOTCHKIS & WILEY HIGH YIELD FD CP2016-11-092017-05-17$25,000$24,060$940$940
15,183 HOTCHKIS & WILEY HIGH YIELD FD CP2017-11-01$185,544$178,883$6,661$6,661
7,626 SHS EMERSON ELECTRIC COP2015-01-052017-10-17$499,842$499,842$499,842
7,470 SHS EMERSON ELECTRIC COP2015-01-052017-10-24$500,479$500,479$500,479
2,291 SHS EMERSON ELECTRIC COP2015-01-052017-11-30$147,175$147,175$147,175
15,637 SHS EMERSON ELECTRIC COP2015-07-102017-11-30$1,004,531$998,735$5,796$5,796
CAPITAL GAINS DIVIDENDSP$8,229$8,229$8,229
FieldValueIRS element (for citing)
Capital Gain Net Income$1,169,334CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$89,185AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,869,106NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047715DistributionYr1Rt
Adjusted Qlfy Distri Yr2$19,905AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$789,320NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.025218DistributionYr2Rt
Total Distribution0.072933TotalDistributionRt
Average Distribution0.036467AverageDistributionRt
Net Vl Noncharitable Assets$2,227,645NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$81,236AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$12,491NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$93,727AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$127,808QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$12,491InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$12,491SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$12,491TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,861EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$25,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$30,861TotalPaymentsAndCreditsAmt
Es Penalty$101EsPenaltyAmt
Overpayment$18,269OverpaymentAmt
Applied To ES Tax$18,269AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROSALIND SCHAEFERIndividualWithBooksNm
Phone5168832790PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1120 WEST CREEK FARMS ROADAddressLine1Txt
CitySANDS POINTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11050ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROSALIND SCHAEFER
120 WEST CREEK FARMS ROADSANDS POINTNY11050TRUSTEE0.25$0$0$0
PHILIP SCHAEFER
105 KETTLE CREEK ROADWESTONCT06883TRUSTEE0.25$0$0$0
DIANE SCHAEFER AMPAGOUMIAN
209 PARK STREETNEW CANAANCT06840TRUSTEE0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,992,245AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$269,324AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,261,569TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,261,569AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,924CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,227,645NetVlNoncharitableAssetsAmt
Minimum Investment Return$111,382MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$111,382MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,491TaxBasedOnInvestmentIncomeAmt
Total Tax$12,491TotalTaxAmt
Distributable Before Adj$98,891DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$98,891DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$98,891DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$127,808ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$127,808QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$12,491PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$115,317AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$98,891DistributableAsAdjustedAmt
Undistributed Income PY$2,252UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$127,808QualifyingDistributionsAmt
Applied To Year1$2,252AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$98,891AppliedToCurrentYearAmt
Remaining Distri From Corpus$26,665RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$26,665TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$26,665ExcessDistriCyovToNextYrAmt
Excess From Current Year$26,665ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROSALIND SCHAEFERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACTIVITIES COUNCIL OF BRADLEY UNIVERSITY
1501 W BRADLEY AVEPEORIAIL61625NONEPCGENERAL SUPPORT OF THE COUNCIL.$5,000
ALZHEIMER'S ASSOCIATION
60 E 42ND ST 2240NEW YORKNY10165NONEPCTO IMPROVE THE CARE OF PEOPLE LIVING WITH ALZHEIMER'S AND TO FIND A CURE.$1,000
ANTI-DEFAMATION LEAGUE
605 3RD AVENEW YORKNY10158NONEPCTO FIGHT ANTI-SEMITISM AND ALL FORMS OF BIGOTRY IN THE U.S. AND ABROAD THROUGH INFORMATION, EDUCATION, LEGISLATION AND ADVOCACY.$2,500
ASPCA
424 E 92ND STREETNEW YORKNY10128NONEPCTO PROVIDE EFFECTIVE MEANS FOR THE PREVENTION OF CRUELTY TO ANIMALS THROUGHOUT THE UNITED STATES.$41,083
CROHN'S & COLITIS FOUNDATION
733 THIRD AVENUE SUITE 510NEW YORKNY10017NONEPCTO FIND CURES FOR CROHN'S DISEASE AND ULCERATIVE COLITIS.$8,600
DOCTORS WITHOUT BORDERS
333 7TH AVENUENEW YORKNY10001NONEPCTO PROVIDE MEDICAL HELP AND ASSISTANCE TO PUBLIC AT LARGE, TO VICTIMS OF NATURE OR MANMADE DISASTERS AND TO VICTIMS OF ARMED CONFLICT IRRESPECTIVE OF RACE, RELIGION, CREED OR POLITICAL CONVICTIONS.$2,000
DUKE UNIVERSITY
615 CHAPEL DRIVEDURHAMNC27708NONEPCGENERAL SUPPORT OF THE UNIVERSITY.$14,000
EQUUS FOUNDATION
168 LONG LOTS ROADWESTPORTCT06880NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$2,000
GUIDE DOG FOUNDATION
371 JERICHO TURNPIKESMITHTOWNNY11787NONEPCTO IMPROVE THE QUALITY OF LIFE FOR PEOPLE WHO ARE BLIND, HAVE LOW VISION, OR HAVE OTHER SPECIAL NEEDS.$1,000
HAMPTON CLASSIC FOUNDATION CHARITY
PO BOX 3013BRIDGEHAMPTONNY11932NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,000
OLD FIELD FARMS
349 SARAH WELLS TRAILGOSHENNY10924NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,200
OPEN DOOR SHELTER
4 MERITT STNORWALKCT06854NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,500
PARK AID
PO BOX 5157WESTPORTCT06881NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$4,500
PORT WASHINGTON FIRE DEPARTMENT
423 PORT WASHINGTON BLVDPORT WASHINGTONNY11050NONEPCGENERAL SUPPORT OF THE DEPARTMENT.$1,000
QUEENS COLLEGE FOUNDATION
65-30 KISSENA BLVDQUEENSNY11367NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,000
SANDS POINT POLICE DEPARTMENT
26 TIBBITS LNPORT WASHINGTONNY11050NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,000
SCLERODERMA RESEARCH FOUNDATION
220 MONTGOMERY STREET STE 484SAN FRANCISCOCA94104NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,000
THE FUND FOR YALE NEW HAVEN
PO BOX 1849NEW HAVENCT06508NONEPCGENERAL SUPPORT OF THE FUND.$5,000
THE MICHAEL J FOX FOUNDATION
469 7TH AVENUENEW YORKNY10018NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$10,000
THIRTEEN (WNET)
825 EIGHTH AVENUENEW YORKNY10019NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,500
TRUSTEES OF COLUMBIA UNIVERSITY
535 W 116TH STNEW YORKNY10027NONEPCGENERAL SUPPORT OF THE UNIVERSITY.$2,500
UJA-FEDERATION OF NEW YORK
130 E 59TH STNEW YORKNY10022NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$10,000
UNICEF
125 MAIDEN LANENEW YORKNY10038NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,500
USET FOUNDATION
1040 POTTERSVILLE RDGLADSTONENJ07934NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,500
VOLUNTEERS FOR WILDLIFE
194A BAYVILLE RDLOCUST VALLEYNY11560NONEPCTO PRESERVE AND ENHANCE LONG ISLAND'S WILDLIFE AND NATURAL ECOSYSTEMS. REHABILITATION OF SICK, INJURED AND ORPHANED WILDLIFE.$1,000
WESTPORT COUNTRY PLAYHOUSE
25 POWERS CTWESTPORTCT06880NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$800
WLIW21
1 CHANNEL 21 DRIVEPLAINVIEWNY11803NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$1,500
PARTNER FOR SURGERY (COMPANERO PARA CIRUGA)
PO BOX 388MCLEANVA22101NONEPCGENERAL SUPPORT OF THE ORGANIZATION.$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$127,183TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$141ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$85,229ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$260,339ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$345,709ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$345,709TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ROSALIND SCHAEFERBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1120 WEST CREEK FARMS ROADAddressLine1Txt
CitySANDS POINTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11050ZIPCd
FieldValueIRS element (for citing)
Total Contributions$998,735TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property15,637 SHARES EMERSON ELECTRIC CONoncashPropertyDesc
Fair Market Value$998,735FairMarketValueAmt
Received2017-10-06ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,500Amt
Net Investment Income$1,875NetInvestmentIncomeAmt
Disbursements Charitable Prps$625DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
35,743.4150 SHS HOTCHKIS & WILEY HIGH$439,633$437,857
52,399.5590 SHS PACIFIC FUNDS FLOATING$526,847$529,760
50,778.7740 SHS BRAMSHILL INCM PERFORAMNCE FD INST$511,215$501,694
16,438.5330 SHS BERNZOTT US SM CAP VALUE FD$261,497$252,660

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$3,745Amt
Net Investment Income$3,745NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$16,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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