BEATRICE SNYDER FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BEATRICE SNYDER FOUNDATION (EIN 22-3595071)
- Tax period
- 2017-06-01 to 2018-05-31
- Filed
- 2018-07-18
- IRS object ID
- 201801999349100710
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-18T17:22:31-05:00 | ReturnTs |
| Tax Period End | 2018-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133695368 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR V FOX CPAPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 LEXINGTON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10170 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223595071 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEATRICE SNYDER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ARTHUR V FOX CPA PC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEAT | BusinessNameControlTxt |
| Phone | 2123986628 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 LEXINGTON AVE NO 1733 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10170 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BERYL SNYDER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2123986628 | PhoneNum |
| Signature | 2018-07-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARTHUR V FOX | PreparerPersonNm |
| PTIN | P00560060 | PTIN |
| Phone | 2127526400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $31,692,023 | 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 | $15,051 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $86,887 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $86,887 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $264,079 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $263,273 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $569,706 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $570,324 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $569,706 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $625,424 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $284,167 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,561,147 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,204,033 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,968 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,468 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $82,549 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $82,549 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,540 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,997 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $9,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $9,000 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $859 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $84 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $775 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $141,916 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $110,098 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,643,010 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,643,010 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,784,926 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $110,098 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,651,285 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$223,779 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,093,935 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $142,834 | CashBOYAmt |
| Cash EOY | $139,978 | CashEOYAmt |
| Cash EOYFMV | $139,978 | CashEOYFMVAmt |
| Corporate Stock BOY | $20,577,256 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,314,740 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,314,740 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,088,988 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,779,037 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,779,037 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,906,974 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,458,268 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,458,268 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $31,716,052 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,692,023 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,692,023 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $40,412,819 | CapitalStockBOYAmt |
| Capital Stock EOY | $40,612,569 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$8,696,767 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$8,920,546 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,716,052 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,692,023 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,716,052 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,692,023 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,716,052 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$223,779 | ExcessRevenueOverExpensesAmt |
| Other Increases | $199,750 | OtherIncreasesAmt |
| Subtotal | $31,692,023 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,692,023 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| EDGEWOOD (MS/SB) | P | $191,435 | $191,435 | $191,435 | |
| EDGEWOOD (MS/SB) | P | $19,045 | $19,045 | $19,045 | |
| UBS | P | $41,503 | $41,503 | $41,503 | |
| UBS | P | -$618 | -$618 | $618 | |
| GOLDMAN SACHS | P | $254,777 | $254,777 | $254,777 | |
| GOLDMAN SACHS | P | $12,051 | $12,051 | $12,051 | |
| UBS | P | $45,471 | $45,471 | $45,471 | |
| UBS | P | $6,042 | $6,042 | $6,042 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $569,706 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,706,879 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $31,490,392 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054203 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,072,825 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $31,729,859 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065327 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,450,395 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $30,986,045 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.079081 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,034,170 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $29,321,182 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069375 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,470,300 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,845,850 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052801 | DistributionYr5Rt |
| Total Distribution | 0.320787 | TotalDistributionRt |
| Average Distribution | 0.064157 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $31,228,477 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,003,525 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,939 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,014,464 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,651,285 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,879 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,879 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,879 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,168 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,168 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $7,711 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR V FOX CPA PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127526400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 LEXINGTON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10170 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| BERYL L SNYDER | ||||||||
| 10 WEST 66TH STREET 9R | NEW YORK | NY | 10023 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BRIAN S SNYDER | ||||||||
| 555 MADISON AVENUE | NEW YORK | NY | 10022 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JAY T SNYDER | ||||||||
| 1020 FIFTH AVENUE 1A | NEW YORK | NY | 10028 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,562,632 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $141,406 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,704,038 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,704,038 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $475,561 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,228,477 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,561,424 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,561,424 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,879 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,879 | TotalTaxAmt |
| Distributable Before Adj | $1,539,545 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,539,545 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,539,545 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,651,285 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,651,285 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,651,285 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,539,545 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $87,524 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $582,271 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $950,543 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $491,121 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $146,526 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,257,985 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,651,285 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,539,545 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $111,740 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,369,725 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $87,524 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,282,201 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $582,271 | ExcessFromYear4Amt |
| Excess From Year3 | $950,543 | ExcessFromYear3Amt |
| Excess From Year2 | $491,121 | ExcessFromYear2Amt |
| Excess From Year1 | $146,526 | ExcessFromYear1Amt |
| Excess From Current Year | $111,740 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF MAXXI | ||||||||||
| VIA GUIDO RENI 4A | ROME | IT | 00196 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $50,000 | ||||
| ART NEW YORK | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $1,000 | 12TH AVE AT 55TH STREET | NEW YORK | NY | 10019 | ||||
| BALLET NEXT | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $35,000 | 645 SAINT NICHOLAS AVENUE | NEW YORK | NY | 10030 | ||||
| BOB WOODRUFF FOUNDATION | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $4,000 | 1350 BROADWAY | NEW YORK | NY | 10018 | ||||
| BROADWAY CARES | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $50,000 | 165 W 46TH ST SUITE 1300 | NEW YORK | NY | 10036 | ||||
| BROADWAY HALL ASSOC | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $2,000 | 4601 SOUTH BROADWAY | LOS ANGELES | CA | 90037 | ||||
| CLIMATE REALITY PROJECT | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $25,000 | 750 9TH ST NW | WASHINGTON | DC | 20001 | ||||
| COLUMBIA GRAMMAR & PREPATORY SCHOOL | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $100,000 | 5 W 93RD ST | NEW YORK | NY | 10025 | ||||
| DAYTON DRAGONS | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $500 | 220 N PATTERSON BLVD | DAYTON | OH | 45402 | ||||
| EYEBEAM | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $25,000 | 34 35TH STREET UNIT 26 | BROOKLYN | NY | 11232 | ||||
| FRIENDS OF PUERTO RICO | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $10,000 | 500 1101 30TH ST NW | WASHINGTON | DC | 20007 | ||||
| GEORGETOWN UNIVERSITY | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $380,000 | 3700 O ST NW | WASHINGTON | DC | 20057 | ||||
| HUMAN RIGHTS FIRST | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $68,500 | 75 BROAD STREET 31ST FL | NEW YORK | NY | 10004 | ||||
| HUNTER COLLEGE FOUNDATION | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $2,500 | 695 PARK AVENUE | NEW YORK | NY | 10065 | ||||
| MOTHERS AGAINST DRUNK DRIVING | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $200 | NEW JERSEY STATE OFFICE | ELIZABETH | NJ | 07207 | ||||
| NEXT FOR AUTISM | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $4,210 | 1430 BROADWAY | NEW YORK | NY | 10018 | ||||
| NY PACE | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $10,000 | PO BOX 1044 | NEW YORK | NY | 10014 | ||||
| NYU MEDICAL CENTER | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $80,000 | 333 EAST 38TH ST | NEW YORK | NY | 10016 | ||||
| NYU SCHOOL OF LAW | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $60,000 | 333 EAST 38TH ST | NEW YORK | NY | 10016 | ||||
| NYU SCHOOL OF MEDICINE | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $53,200 | 333 EAST 38TH ST | NEW YORK | NY | 10016 | ||||
| ONLY MAKE BELIEVE | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $25,000 | 121 W 27TH STREET | NEW YORK | NY | 10010 | ||||
| PARK AVE ARMORY | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $20,000 | 643 PARK AVE | NEW YORK | NY | 10065 | ||||
| NY PHILHARMONIC | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $10,000 | 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | ||||
| AMERICAN FRIENDS OF PHILHARMONIC ORCHESTRA | ||||||||||
| 89 ALBERT EMBANKMENT | LONDON | UK | SE1 7TP | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $14,000 | ||||
| POLICE ATHLETIC LEAGUE | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $12,000 | 216 FORT WASHINGTON AVE | NEW YORK | NY | 10032 | ||||
| RESOLVE INC | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $2,500 | 1255 23RD ST NW | WASHINGTON | DC | 20037 | ||||
| RIVERSIDE HAWKS | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $15,000 | 490 RIVERSIDE DR | NEW YORK | NY | 10027 | ||||
| ROUNDABOUT THEATRE NY- | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $93,250 | 231 WEST 39TH STREET SUITE 1200 | NEW YORK | NY | 10018 | ||||
| SECOND STAGE THEATRE | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $25,000 | 231 WEST 39TH STREET SUITE 1200 | NEW YORK | NY | 10018 | ||||
| SOUTHERN POVERTY LAW CENTER | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $1,500 | 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | ||||
| SPECIAL OLYMPICS NEW YORK | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $400 | 504 BALLTOWN ROAD | SCHENECTADY | NY | 12304 | ||||
| THE ALLIANCE FOR EATING DISORDERS | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $1,000 | 1649 FORUM PLACE | WEST PALM BEACH | FL | 33401 | ||||
| THE ANTI-DEFAMATION LEAGUE | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $2,500 | 605 3RD AVE | NEW YORK | NY | 10158 | ||||
| THE BRICK CHURCH SCHOOL | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $5,000 | 62 E 92ND ST | NEW YORK | NY | 10128 | ||||
| THE CLINTON FOUNDATION | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $275,000 | 1271 AVENUE OF THE AMERICAS 42ND FL | NEW YORK | NY | 10020 | ||||
| THE COMMON GOOD | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $2,500 | 767 LEXINGTON AVE | NEW YORK | NY | 10065 | ||||
| THE POLAR EDUCATIONAL FOUNDATION | ||||||||||
| 2 THE HAZELS CHESTERFIELD ROAD | MATLOCK | UK | DE4 2EZ | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $74,250 | ||||
| THE PRINCE OF WALES FOUNDATION | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $25,000 | 888 17TH STREET NW SUITE 201 | WASHINGTON | DC | 20006 | ||||
| THE PUBLIC THEATRE | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $10,000 | 425 LAFAYETTE ST | NEW YORK | NY | 10003 | ||||
| THE 24 HOUR PLAYS | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $11,000 | 231 WEST 39TH STREET SUITE 1200 | NEW YORK | NY | 10018 | ||||
| USC CENTER ON PUBLIC DIPLOMACY | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $5,000 | 3502 WATT WAY | LOS ANGELES | CA | 90089 | ||||
| WEST SIDE CAMPAIGN AGAINST HUNGER | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $1,000 | 263 WEST 86TH ST | NEW YORK | NY | 10024 | ||||
| WFUV | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $1,000 | 441 E FORDHAM ROAD | BRONX | NY | 10458 | ||||
| YOUNG PEOPLES CHORUS | ||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT FUNCTIONS. | $50,000 | 37 WEST 65TH STREET 2ND FLOOR | NEW YORK | NY | 10023 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,643,010 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $86,887 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $264,079 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $625,424 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $569,706 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,546,096 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,546,096 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | TO PROVIDE POSITIVE CASH FLOW FOR THE FOUNDATION CHARITABLE ENDEAVORS |
| 4 | TO PROVIDE POSITIVE CASH FLOW FOR THE FOUNDATION CHARITABLE ENDEAVORS |
| 7 | TO PROVIDE POSITIVE CASH FLOW FOR THE FOUNDATION CHARITABLE ENDEAVORS |
| 8 | TO PROVIDE POSITIVE CASH FLOW FOR THE FOUNDATION'S CHARITABLE ENDEAVOR |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BERYL SNYDER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,051 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 195 SH. DISCOVER FINANCIAL SERVICES | NoncashPropertyDesc |
| Fair Market Value | $15,051 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING FEES | $15,000 | $7,500 | $0 | $7,500 |
| BE FINANCIAL ACCOUNTING FEES | $5,968 | $5,968 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS | BondNm |
| EOY Book Value | $6,779,037 | EOYBookValueAmt |
| EOYFMV | $6,779,037 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS | $13,085,631 | $13,085,631 |
| GOLDMAN SACHS | $1,794,235 | $1,794,235 |
| TEVA STOCK | $290,250 | $290,250 |
| UBS DIVIDEND-18059 | $459,475 | $459,475 |
| EDGEWOOD MANAGEMENT-744 | $3,119,280 | $3,119,280 |
| SATORI OPPORTUNITY DEBT FUND | $141,188 | $141,188 |
| UBS-SPDR S&P | $132,761 | $132,761 |
| JP MORGAN-MONEY MARKET-47000 | $33,588 | $33,588 |
| UBS QGARP-166 | $258,332 | $258,332 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS-MONEY MARKET | FMV | $2,277,784 | $2,277,784 |
| JP MORGAN-HPS MEZZANINE PRIVATE INVESTORS | FMV | $1,205,431 | $1,205,431 |
| MAXIM GROUP | FMV | $122,953 | $122,953 |
| SEAVIEW MEZZANINE FUND | FMV | $200,000 | $200,000 |
| CAMELOT SECONDARY OPPORTUNITIES | FMV | $1,068,477 | $1,068,477 |
| PELION | FMV | $25,951 | $25,951 |
| SERIOUS EATS | FMV | $13,178 | $13,178 |
| OAK HILL | FMV | $542,494 | $542,494 |
| MERRILL LYNCH | FMV | $2,000 | $2,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEE | $775 | $0 | $0 | $775 |
| BANK CHARGES | $84 | $84 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| UNREALIZED APPRECIATION-SATORI | $18,563 | $0 |
| UNREALIZED APPRECIATION-UBS | -$489,144 | $0 |
| MISC INCOME | -$201 | -$201 |
| MISC INCOME | $255,297 | $255,297 |
| UNREALIZED APPRECIATION-EDGEWOOD | $458,865 | $0 |
| UNREALIZED APPRECIATION-UBS | $52,888 | $0 |
| SATORI OPPORTUNITY DEBT FUND-K-1 | -$2,598 | -$2,598 |
| UNREALIZED APPRECIATION-SATORI | $2,598 | $0 |
| GS NON US EQUITY MANAGERS K-1 | $31,446 | $31,446 |
| UNREALIZED APPRECIATION-NON US EQUITY | -$31,446 | $0 |
| CORE SENIOR LENDING OFFSHORE FUND K-1 | $223 | $223 |
| UNREALIZED APPRECIATION-CORE SENIOR | -$223 | $0 |
| UNREALIZED APPRECIATION-JPM | -$179,210 | $0 |
| UNREALIZED APPRECIATION-GOLDMAN SACHS | $384,703 | $0 |
| UNREALIZED APPRECIATION-GOLDMAN SACHS | $123,663 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJUSTMENT-UNREALIZED APPRECIATION | Desc |
| Amt | $199,750 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISORY-EDGEWOOD | $26,183 | $26,183 | $0 | $0 |
| INVESTMENT ADVISORY-GOLDMAN | $14,957 | $14,957 | $0 | $0 |
| INVESTMENT ADVISORY-UBS | $27,969 | $27,969 | $0 | $0 |
| INVESTMENT ADVISORY-UBS | $8,261 | $8,261 | $0 | $0 |
| INVESTMENT ADVISORY-MAXIM | $993 | $993 | $0 | $0 |
| INVESTMENT ADVISORY-JPM | $4,186 | $4,186 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ESTATE OF HAROLD SNYDER | |||
| 555 MADISON AVENUE | NEW YORK | NY | 10022 |
| JAY SNYDER | |||
| 555 MADISON AVENUE | NEW YORK | NY | 10022 |
| BERYL SNYDER | |||
| 555 MADISON AVENUE | NEW YORK | NY | 10022 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX WITHHELD | $3,419 | $3,419 | $0 | $0 |
| FEDERAL EXCISE TAX | $23,543 | $0 | $0 | $0 |
| FOREIGN TAX WITHHELD | $1,514 | $1,514 | $0 | $0 |
| FOREIGN TAX WITHHELD-GOLDMAN SACHS | $64 | $64 | $0 | $0 |
Comments