OLESKY FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- OLESKY FAMILY FOUNDATION (EIN 27-4462285)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201843199349105304
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T17:20:43-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 274462285 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Olesky Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | OLES | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEE OLESKY | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2018-06-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520183195000103 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A03CA8425FE017993163D7917FD3F5FFAC126974 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 477C46ACF28576814DDF279F7270F1EC72C6F4AB | 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 | $1,635,379 | 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 | $236,091 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,565 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,565 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22,161 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,434 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $260,817 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,999 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $7,266 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,946 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $320 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,230 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $12,851 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,898 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,347 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,844 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,845 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $70,147 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,844 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $54,645 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $190,670 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,155 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $247,574 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $326,615 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $326,615 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $136,091 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $134,295 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $609,744 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $585,282 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,174,469 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $857,318 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,047,988 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,635,379 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $857,318 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,047,988 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $857,318 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,047,988 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $857,318 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,047,988 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $857,318 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $190,670 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,047,988 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,047,988 | 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 | $70,475 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,194,120 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059018 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $133,525 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,046,544 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.127587 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $59,675 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,090,970 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054699 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $76,354 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $673,124 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.113432 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,897 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $375,455 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055658 | DistributionYr5Rt |
| Total Distribution | 0.410394 | TotalDistributionRt |
| Average Distribution | 0.082079 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,480,385 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $121,509 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $42 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $121,551 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $54,645 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $83 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $83 | SubtotalAmt |
| Tax Based On Investment Income | $83 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,117 | OverpaymentAmt |
| Applied To ES Tax | $1,117 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| Amy Olesky | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Lee Olesky | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 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 | $11,191 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $317,269 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,174,469 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,502,929 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,502,929 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,544 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,480,385 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,019 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,019 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $83 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $83 | TotalTaxAmt |
| Distributable Before Adj | $73,936 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $73,936 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $73,936 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $54,645 | 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 | $54,645 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $54,645 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $73,936 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $2,210 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $44,530 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,270 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $81,849 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,875 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $146,734 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $54,645 | QualifyingDistributionsAmt |
| Applied To Current Year | $54,645 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $19,291 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $19,291 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $127,443 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $127,443 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,449 | ExcessFromYear4Amt |
| Excess From Year3 | $6,270 | ExcessFromYear3Amt |
| Excess From Year2 | $81,849 | ExcessFromYear2Amt |
| Excess From Year1 | $11,875 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Amy Olesky | ContributingManagerNm |
| Contributing Manager | Lee Olesky | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CITY PARKS FOUNDATION INC | |||||||
| 830 5TH AVE | NEW YORK | NY | 10065 | N/A | PC | Charitable Event | $500 |
| ENTERTAINMENT INDUSTRY FOUNDATION | |||||||
| 1900 AVE OF THE STARS | LOS ANGELES | CA | 90067 | N/A | PC | SWB Pinstripes Initiative | $2,000 |
| ETHICAL CULTURE FIELDSTON SCHOOL | |||||||
| 33 CENTRAL PARK W | NEW YORK | NY | 10023 | N/A | PC | Advancing our Mission Capital Campaign | $34,000 |
| ETHICAL CULTURE FIELDSTON SCHOOL | |||||||
| 33 CENTRAL PARK W | NEW YORK | NY | 10023 | N/A | PC | Charitable Event | $350 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 912 BROADWAY ST | NEW ORLEANS | LA | 70118 | N/A | PC | General & Unrestricted | $250 |
| ISRAEL TENNIS CENTERS FOUNDATION INC | |||||||
| 57 W 38TH ST STE 605 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $250 |
| MACDOWELL COLONY INC | |||||||
| 163 E 81ST ST | NEW YORK | NY | 10028 | N/A | PC | General & Unrestricted | $3,000 |
| NATIONAL BRAIN TUMOR SOCIETY INC | |||||||
| 55 CHAPEL ST STE 200 | NEWTON | MA | 02458 | N/A | PC | Charitable Event | $1,000 |
| NVLD PROJECT INC | |||||||
| 535 W END AVE STE 7A | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $250 |
| PAN MASSACHUSETTS CHALLENGE TRUST | |||||||
| 77 4TH AVE | NEEDHAM HGTS | MA | 02494 | N/A | PC | Charitable Event | $1,000 |
| PAN MASSACHUSETTS CHALLENGE TRUST | |||||||
| 77 4TH AVE | NEEDHAM HGTS | MA | 02494 | N/A | PC | Charitable Event | $1,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $200 |
| SAVING MOTHERS | |||||||
| 555 MADISON AVE NO 513 | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $1,000 |
| TRUSTEES OF UNION COLLEGE | |||||||
| 807 UNION ST | SCHENECTADY | NY | 12308 | N/A | PC | General & Unrestricted | $3,000 |
| WOMEN FOR WOMEN INTERNATIONAL | |||||||
| 2000 M ST NW STE 200 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $500 |
| WOMEN FOR WOMEN INTERNATIONAL | |||||||
| 2000 M ST NW STE 200 | WASHINGTON | DC | 20036 | N/A | PC | Charitable Event | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,800 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,565 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| 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 |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,161 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,726 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,726 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Olesky Lee | |||||||
| 1 | 174 East 75th Street | New York | NY | 10021 | $136,091 | Yes (X) | |
| Tradeweb | |||||||
| 2 | 1177 Avenue of the Americas | New York | NY | 10036 | $100,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | TECHNOLOGY SPDR XLK, 2100 sh. | NoncashPropertyDesc |
| Fair Market Value | $136,091 | FairMarketValueAmt |
| Received | 2017-12-19 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TECHNOLOGY SPDR | StockNm |
| EOY Book Value | $136,091 | EOYBookValueAmt |
| EOYFMV | $134,295 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TRADEWEB MARKETS LLC | CategoryOrItemTxt |
| Book Value | $585,282 | BookValueAmt |
| EOYFMV | $1,174,469 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $7,266 | LegalFeesAmt |
| Net Investment Income | $6,946 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $320 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $5,500 | $5,500 | |
| K-1 Exp TRADEWEB MARKETS LLC | $7,326 | $6,898 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss TRADEWEB MARKETS LLC | Desc |
| Revenue And Expenses Per Books | $22,161 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15,434 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2017 | $1,200 |
| 990-PF Extension for 2016 | $30 |
Comments