GREENBLATT FAMILY CHARITABLE TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GREENBLATT FAMILY CHARITABLE TR (EIN 27-6946683)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201823179349101862
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T15:21:45-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 |
| Signature | 2018-11-15 | 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 | 2018-11-15 | 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 | 13407320183175000065 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 62DC5DDEDE34FF536333C056025E7D8A2F064602 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1B3C0C2DC60123AEB1152A4EFA00CD622A8E5F0F | 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 | $8,443,659 | 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 |
| Interest On Sav Rev And Expnss | $58 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $58 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $181,802 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $181,802 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,748 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,776 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $183,608 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $196,636 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $365 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $365 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $34,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $37,268 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $76,883 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,990 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $712,123 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $712,123 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $789,006 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,990 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $712,123 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$605,398 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $193,646 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $76,360 | CashBOYAmt |
| Cash EOY | $88,391 | CashEOYAmt |
| Cash EOYFMV | $88,391 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,679,003 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,090,538 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,404,129 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $500,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $500,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $545,972 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $294,615 | OtherAssetsBOYAmt |
| Other Assets EOY | $265,651 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $405,167 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,549,978 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,944,580 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,443,659 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,549,978 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,944,580 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,549,978 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,944,580 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,549,978 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,944,580 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,549,978 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$605,398 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,944,580 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,944,580 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $469,670 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,753,628 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060574 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $307,550 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,692,378 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.11423 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $257,709 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,456,599 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.104905 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $168,847 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,223,602 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.075934 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $185,459 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,045,276 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.090677 | DistributionYr5Rt |
| Total Distribution | 0.44632 | TotalDistributionRt |
| Average Distribution | 0.089264 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,278,984 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $739,015 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,936 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $740,951 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $712,123 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,873 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,873 | SubtotalAmt |
| Tax Based On Investment Income | $3,873 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,221 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $36,221 | TotalPaymentsAndCreditsAmt |
| Overpayment | $32,348 | OverpaymentAmt |
| Applied To ES Tax | $32,348 | 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 |
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) |
|---|---|---|
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,248,618 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $156,442 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,405,060 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,405,060 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $126,076 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,278,984 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $413,949 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $413,949 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,873 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,873 | TotalTaxAmt |
| Distributable Before Adj | $410,076 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $410,076 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $410,076 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $712,123 | 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 | $712,123 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $712,123 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $410,076 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $41,354 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $59,773 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $137,275 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $175,895 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $95,938 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $510,235 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $712,123 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $410,076 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $302,047 | RemainingDistriFromCorpusAmt |
| Total Corpus | $812,282 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $41,354 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $770,928 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $59,773 | ExcessFromYear4Amt |
| Excess From Year3 | $137,275 | ExcessFromYear3Amt |
| Excess From Year2 | $175,895 | ExcessFromYear2Amt |
| Excess From Year1 | $95,938 | ExcessFromYear1Amt |
| Excess From Current Year | $302,047 | 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 (39 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 | $1,000 | |
| Bottom Line | ||||||||
| 44 Court St 300 | Brooklyn | NY | 11201 | NONE | PC | NON-RESTRICTED | $1,280 | |
| 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 | $352,268 | |
| Washington University in St Louis Alumni&Developm | ||||||||
| One Booking Drive Campus Box 1210 | St Louis | MO | 63130 | NONE | PC | NON-RESTRICTED | $2,500 | |
| ECLC Foundation | ||||||||
| 21 Lum Ave | Chatham Township | NJ | 07928 | NONE | PC | NON-RESTRICTED | $25,000 | |
| 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 | $2,000 | |
| Robin Hood | ||||||||
| 826 BROADWAY 9TH FLOOR | New York | NY | 10027 | NONE | PC | NON-RESTRICTED | $10,000 | |
| Terrapin Club Scholarship | ||||||||
| 2707 Terrapin | College Park | MD | 20742 | NONE | PC | NON-RESTRICTED | $4,400 | |
| 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 | $38,625 | |
| 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 | $55,825 | |
| 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 | $31,300 | |
| Foundation for Morristown Medical Center | ||||||||
| 475 South St | Morristown | NJ | 07960 | NONE | PC | NON-RESTRICTED | $20,000 | |
| leukemia & Lymphoma Society team in training | ||||||||
| 3 International Dr 200 | Rye Brook | NY | 10573 | NONE | PC | NON-RESTRICTED | $7,430 | |
| Rabbinical College of America | ||||||||
| 226 Sussex Ave | Morristown | NJ | 07960 | NONE | PC | NON-RESTRICTED | $1,800 | |
| A Better Chance of Westport | ||||||||
| PO Box 2153 | Westport | CT | 06880 | NONE | PC | NON-RESTRICTED | $1,000 | |
| Champion of Choices | ||||||||
| 101 Faith Terrace | Maitland | FL | 32751 | NONE | PC | Non-Restricted | $2,500 | |
| Lincoln Center Corporate Fund | ||||||||
| 70 Lincoln Center Plaza | New York | NY | 10023 | NONE | PC | NON-RESTRICTED | $5,300 | |
| 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 | |
| Children's Health Fund | ||||||||
| 215 West 125th Street | New York | NY | 10027 | NONE | PC | NON-RESTRICTED | $500 | Suite 301 |
| NMAJH | ||||||||
| 101 S Independence Mall E | Philadelphia | PA | 19106 | NONE | PC | NON-RESTRICTED | $5,000 | |
| Sharsheret | ||||||||
| 1086 Teaneck Road | Teaneck | NJ | 07666 | NONE | PC | NON-RESTRICTED | $5,000 | 2G |
| University of Maryland College Park Foundation | ||||||||
| 4603 Calvert Road | College Park | MD | 20740 | NONE | PC | NON-RESTRICTED | $54,400 | |
| The Cyan Gray Hope Foundation | ||||||||
| 3264 Garden Avenue | Los Angeles | CA | 90039 | NONE | PC | NON-RESTRICTED | $500 | |
| Shore Friends of Camp Oakhurst | ||||||||
| 111 Monmouth Rd | Oakhurst | NJ | 07755 | NONE | PC | NON-RESTRICTED | $1,500 | |
| Community FoodBank of New Jersey | ||||||||
| 31 Evans Terminal | Hillside | NJ | 07205 | NONE | PC | NON-RESTRICTED | $500 | |
| Jewish Family Children Services | ||||||||
| 1485 Teaneck Road | Teaneck | NJ | 07666 | NONE | PC | NON-RESTRICTED | $2,500 | |
| Musician Treatment Foundation | ||||||||
| 485 Madison Ave | New York | NY | 10022 | NONE | PC | NON-RESTRICTED | $5,000 | 8th Floor |
| The Invictus Fund NV co The Napa Valley Reserve | ||||||||
| 1000 Silverado Trail North | St Helena | CA | 94574 | NONE | PC | NON-RESTRICTED | $5,000 | |
| Interfaith Food Pantry | ||||||||
| 2 Executive Drive | Morris Plains | NJ | 07950 | NONE | PC | NON-RESTRICTED | $250 | |
| OTHS Class of 1975 Teacher Appreciation Scholarshi | ||||||||
| Ocean Township High School | Oakhurst | NJ | 07755 | NONE | PC | NON-RESTRICTED | $500 | 550 West Park Avenue |
| Yeshivot Atered Torah | ||||||||
| 901 QUENTIN ROAD | BROOKLYN | NY | 11223 | NONE | PC | NON-RESTRICTED | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $712,123 | 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 | $181,860 | 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 | |
| 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) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $183,608 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $183,608 | 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 | $5,250 | Amt |
| Net Investment Income | $2,625 | 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 | $5,090,538 | EOYBookValueAmt |
| EOYFMV | $7,404,129 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Book Value | $500,000 | BookValueAmt |
| EOYFMV | $545,972 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS L | $0 | $0 | $0 |
| BLACKSTONE GROUP LP | $289,186 | $260,222 | $399,738 |
| OTHER RECEIVABLE | $5,429 | $5,429 | $5,429 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE | Desc |
| Revenue And Expenses Per Books | $37,268 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|
| K-1: THE BLACKSTONE GROUP LP | $14,776 | |
| other income | $1,748 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL EXCISE TAX | $9,000 |
| TAX EXPENSE - PRIOR YEAR EXTEN | $25,000 |
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