SIMON AND EVE COLIN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SIMON AND EVE COLIN FOUNDATION (EIN 11-2676434)
- Tax period
- 2016-11-01 to 2017-10-31
- Filed
- 2018-08-09
- IRS object ID
- 201802219349100300
- Schema version
- 2016v3.0
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-09T07:33:45-05:00 | ReturnTs |
| Tax Period End | 2017-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020619499 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLIN DEVELOPMENT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 NORTHERN BLVD | AddressLine1Txt |
| City | MANHASSET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112676434 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMON AND EVE COLIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIMO | BusinessNameControlTxt |
| Phone | 5168696700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 NORTHERN BOULEVARD | AddressLine1Txt |
| City | MANHASSET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 110303006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRED COLIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5168696700 | PhoneNum |
| Signature | 2018-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY L SAPPER | PreparerPersonNm |
| PTIN | P00000802 | PTIN |
| Phone | 5168696700 | PhoneNum |
| Preparation | 2018-08-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $29,119,659 | 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 | $802,455 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $293,290 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $293,290 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$200,969 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,362,070 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,645,090 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,645,090 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,539,866 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,938,380 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $24,839 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,214 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,214 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $65,509 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $49,045 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,714 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $104,562 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,259 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,714 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,387,211 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,387,211 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,491,773 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,259 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,402,925 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,048,093 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,875,121 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $279,415 | CashBOYAmt |
| Cash EOY | $528,605 | CashEOYAmt |
| Cash EOYFMV | $528,607 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $19,663 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,604 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,604 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,048,281 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,455,669 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,457,859 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,587,337 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,407,922 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,499,080 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $88,060 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $57,151 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $57,151 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $8,944,276 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,554,277 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,566,167 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $294 | OtherAssetsBOYAmt |
| Other Assets EOY | $191 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $191 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $20,967,326 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,014,419 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,119,659 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,000 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $1,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $11,006,261 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,006,261 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,960,065 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,008,158 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,966,326 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,014,419 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,967,326 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,014,419 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,966,326 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,048,093 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,014,419 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,014,419 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 4,495 SHS ALTISOURCE PORTFOLIO SOLUTIONS | 2010-12-02 | 2017-05-05 | $82,188 | $125,276 | -$43,088 | -$43,088 |
| 449 SHS ALTISOURCE ASSET MAANGEMENT CORP | 2010-12-02 | 2017-05-05 | $31,278 | $35,095 | -$3,817 | -$3,817 |
| 1,713.955 SHS ALTISOURCE RESIDENTIAL CORP | 2010-12-02 | 2017-05-05 | $24,487 | $26,254 | -$1,767 | -$1,767 |
| 6.400 SHS CITIZENS FINANCIAL GROUP | 2015-02-02 | 2017-02-01 | $234,747 | $152,687 | $82,060 | $82,060 |
| 7,887 SHS OCWEN FINANCIAL CORP | 2010-12-02 | 2017-05-05 | $19,566 | $69,958 | -$50,392 | -$50,392 |
| 900 SHS APPLE INC | 2015-08-24 | 2017-08-10 | $141,983 | $94,799 | $47,184 | $47,184 |
| 10,200 SHS H&R BLOCK INC | 2015-07-16 | 2017-05-24 | $263,606 | $323,659 | -$60,053 | -$60,053 |
| 2,500 SHS ZIMMER BIOMET HOLDINGS | 2015-06-24 | 2016-12-09 | $262,758 | $285,202 | -$22,444 | -$22,444 |
| 2,000 SHS ZIMMER BIOMET HOLDINGS | 2016-01-19 | 2016-12-09 | $210,207 | $197,767 | $12,440 | $12,440 |
| 3,100 SHS AMEREN CORP | 2011-06-15 | 2017-01-05 | $161,540 | $87,649 | $73,891 | $73,891 |
| 4,000 SHS W.R. GRACE & CO | 2015-05-06 | 2017-08-07 | $273,277 | $294,999 | -$21,722 | -$21,722 |
| 18,500 SHS COTY INC | 2016-10-10 | 2017-02-13 | $339,631 | $433,785 | -$94,154 | -$94,154 |
| 2,500 SHS EXXONMOBIL CORP | 2011-02-09 | 2017-08-09 | $199,896 | $225,950 | -$26,054 | -$26,054 |
| 2,500 SHS EXXONMOBIL CORP | 2011-02-09 | 2017-08-22 | $192,423 | $225,950 | -$33,527 | -$33,527 |
| 5,000 SHS EXXONMOBIL CORP | 2011-02-09 | 2017-08-24 | $381,742 | $451,900 | -$70,158 | -$70,158 |
| CITI MANAGED FUNDS | $73,013 | $73,012 | $1 | $1 | ||
| CITI MANAGED FUNDS | $469,728 | $459,097 | $10,631 | $10,631 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$200,969 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,350,683 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,301,421 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051354 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,454,658 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $28,006,637 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051940 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,232,479 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $29,181,602 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042235 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $699,490 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $25,444,359 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.027491 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $714,266 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $22,546,969 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031679 | DistributionYr5Rt |
| Total Distribution | 0.204699 | TotalDistributionRt |
| Average Distribution | 0.040940 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $25,116,329 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,028,263 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,751 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,047,014 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,402,925 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $18,751 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,751 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,751 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,200 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $11,800 | AppliedToEsTaxAmt |
| Total Payments And Credits | $22,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,249 | OverpaymentAmt |
| Applied To ES Tax | $3,249 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | TAXPAYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5168696700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 NORTHERN BLVD | AddressLine1Txt |
| City | MANHASSET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 110303006 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| FRED COLIN | ||||||||
| 1520 NORTHERN BOULEVARD | MANHASSET | NY | 11030 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BARBARA F COLIN | ||||||||
| 1520 NORTHERN BOULEVARD | MANHASSET | NY | 11030 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| EVA USDAN | ||||||||
| 775 PARK AVENUE | NEW YORK | NY | 10021 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SAMUEL F COLIN | ||||||||
| 50 LAKE ROAD | RYE | NY | 10580 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| REBECCA COLIN | ||||||||
| 723 LAKE AVENUE | GREENWICH | CT | 06830 | DIRECTOR | 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 | $24,958,347 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $540,464 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,498,811 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,498,811 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $382,482 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,116,329 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,255,816 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,255,816 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,751 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,751 | TotalTaxAmt |
| Distributable Before Adj | $1,237,065 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,237,065 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,237,065 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,402,925 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,402,925 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $18,751 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,384,174 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,237,065 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,243,578 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,402,925 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,243,578 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $159,347 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,077,718 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FRED COLIN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FRED COLIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 NORTHERN BLVD | AddressLine1Txt |
| City | MANHASSET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 110303006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5168696700 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (104 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 92ND STREET Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC | GENERAL CHARITABLE | $62,315 |
| ADOPT-A DOG | |||||||
| PO BOX 1185 | GREENWICH | CT | 06831 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 75 DAVID DRIVE | HAUPPAUGE | NY | 11788 | NONE | PUBLIC | GENERAL CHARITABLE | $3,000 |
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| AMERICAN FRIENDS OF BATHSHEVA | |||||||
| 1201 BRAODWAY SUITE 802 | NEW YORK | NY | 10001 | NONE | PUBLIC | GENERAL CHARITABLE | $2,000 |
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | GENERAL CHARITABLE | $75,000 |
| ANIMAL MEDICAL CENTER | |||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | NONE | PUBLIC | GENERAL CHARITABLE | $150,000 |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 5 JOY STREET | BOSTON | MA | 02108 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| ARCH STREET THE GREENWICH TEEN CENTER | |||||||
| PO BOX 1339 | GREENWICH | CT | 06836 | NONE | PUBLIC | GENERAL CHARITABLE | $15,000 |
| ARCHIPELAGO BOOKS | |||||||
| 232 3RD STREET | BROOKLYN | NY | 11215 | NONE | PUBLIC | GENERAL CHARITABLE | $250 |
| ASPCA | |||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 101286804 | NONE | PUBLIC | GENERAL CHARITABLE | $250 |
| ASPETUCK LANDTRUST INC | |||||||
| PO BOX 444 | WESTPORT | CT | 068810444 | NONE | PUBLIC | GENERAL CHARITABLE | $350 |
| BALLET THEATRE FOUNDATION | |||||||
| 890 BROADWAY THIRD FLOOR | NEW YORK | NY | 10003 | NONE | PUBLIC | GENERAL CHARITABLE | $25,000 |
| BIG BROTHERS BIG SISTER OF LONG ISLAND | |||||||
| 70 ACORN LANE | LEVITTOWN | NY | 11756 | NONE | PUBLIC | GENERAL CHARITABLE | $3,500 |
| BIOMEDICAL RESEARCH & EDUCATION FOUNDATION | |||||||
| 1500 MARKET STREET | PHILADELPHIA | PA | 19102 | NONE | PUBLIC | GENERAL CHARITABLE | $20,000 |
| BROOKLYN ACADEMY OF MUSIC | |||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 112171486 | NONE | PUBLIC | GENERAL CHARITABLE | $50,000 |
| BROWN UNIVERSITY - ANNUAL FUND | |||||||
| BOX 1976 | PROVIDENCE | RI | 02912 | NONE | PUBLIC | GENERAL CHARITABLE | $10,000 |
| BRYANT LIBRARY | |||||||
| 2 PAPER MILL ROAD | ROSLYN | NY | 11576 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| CAMP SUNSHINE | |||||||
| 35 ACADIA ROAD | CASCO | ME | 04015 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| CAMPHILL FOUNDATION | |||||||
| 285 HUNGRY HOLLOW ROAD | SPRING VALLEY | NY | 10977 | NONE | PUBLIC | GENERAL CHARITABLE | $10,000 |
| CARE | |||||||
| 151 ELLIS STREET | ATLANTA | GA | 303032440 | NONE | PUBLIC | GENERAL CHARITABLE | $200 |
| CENTER FOR THERAPEUTIC RIDING OF THE EAST END | |||||||
| PO BOX 1148 | BRIDGEHAMPTON | NY | 11932 | NONE | PUBLIC | GENERAL CHARITABLE | $2,500 |
| CHARITY CARS INC | |||||||
| 407 WEKIVA SPRINGS ROAD | LONGWOOD | FL | 32779 | NONE | PUBLIC | GENERAL CHARITABLE | $3,000 |
| CHARLEY'S FUND INC | |||||||
| 635 MAIN STREET SUITE 3 | GREAT BARRINGTON | MA | 01230 | NONE | PUBLIC | GENERAL CHARITABLE | $5,000 |
| CITY AND COUNTRY SCHOOL | |||||||
| 146 WEST 13TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| CLARK UNIVERSITY | |||||||
| 950 MAIN STREET | WORCESTER | MA | 016101477 | NONE | PUBLIC | GENERAL CHARITABLE | $102,000 |
| COLD SPRING HARBOR HATCHERY & AQUARIUM | |||||||
| 1660 ROUTE 25A | COLD SPRING HARBOR | NY | 11724 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| COLUMBIA UNIVERSITY - EVAN JOHNSON RESEARCH FUND | |||||||
| 100 HAVEN AVENUE SUITE 29D | NEW YORK | NY | 10032 | NONE | PUBLIC | GENERAL CHARITABLE | $40,000 |
| COLUMBIA UNIVERSITY - MARY D'ALTON FUND | |||||||
| 100 HAVEN AVENUE SUITE 29D | NEW YORK | NY | 10032 | NONE | PUBLIC | GENERAL CHARITABLE | $30,000 |
| CONNECTICUT WOMEN'S HALL OF FAME | |||||||
| 320 FITCH STREET | NEW HAVEN | CT | 06515 | NONE | PUBLIC | GENERAL CHARITABLE | $2,000 |
| CROHN'S & COLITIS FOUDATION OF AMERICA | |||||||
| 585 STEWART AVENUE | GARDEN CITY | NY | 11530 | NONE | PUBLIC | GENERAL CHARITABLE | $400 |
| DANA FARBER CANCER INSTITUTE | |||||||
| PO BOX 849168 | BOSTON | MA | 022849168 | NONE | PUBLIC | GENERAL CHARITABLE | $2,000 |
| DISCOVERY SCHOOL | |||||||
| 855 MILLSBORO ROAD | MANSFIELD | OH | 449031997 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| DOCOTRS WITHOUT BORDERS USA | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | NONE | PUBLIC | GENERAL CHARITABLE | $2,500 |
| EDUCATION FOR ALL CHILDREN | |||||||
| 11 HEATHER DRIVE | RYE | NH | 03870 | NONE | PUBLIC | GENERAL CHARITABLE | $2,000 |
| FRIENDS OF LINCOLN CENTER | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 101330008 | NONE | PUBLIC | GENERAL CHARITABLE | $100 |
| FRIENDS OF MUSIC OF THE HOLY TRINITY | |||||||
| PO BOX 399 | SOUTH SALEM | NY | 10590 | NONE | PUBLIC | GENERAL CHARITABLE | $2,000 |
| FRIENDS OF THE IDF | |||||||
| 1430 BROADWAY SUITE 1301 | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL CHARITABLE | $50,000 |
| FRIENDS OF WRITERS | |||||||
| PO BOX 128 | MARSHFIELD | VT | 056580128 | NONE | PUBLIC | GENERAL CHARITABLE | $250 |
| GREENWICH HOSPITAL | |||||||
| PO BOX 4939 | GREENWICH | CT | 068310418 | NONE | PUBLIC | GENERAL CHARITABLE | $52,000 |
| HARLEM ACADEMY | |||||||
| 1330 5HT AVENUE | NEW YORK | NY | 10026 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| ISLAND HARVEST | |||||||
| 199 SECOND STREET | MINEOLA | NY | 11501 | NONE | PUBLIC | GENERAL CHARITABLE | $2,460 |
| JEWISH FAMILY AND CHILDREN'S SERVICE OF GREATER PHILADELPHIA | |||||||
| 2100 ARCH STREET 5TH FLOOR | PHILADELPHIA | PA | 19103 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| JOHN HOPKINS UNIVERSITY | |||||||
| 5200 EASTERN AVENUE | BALTIMORE | MD | 212242735 | NONE | PUBLIC | GENERAL CHARITABLE | $25,000 |
| JOHN THEISSEN CHILDREN'S FOUNDATION | |||||||
| 1881 WANTAGH AVENUE | WANTAGH | NY | 11793 | NONE | PUBLIC | GENERAL CHARITABLE | $5,000 |
| JORDAN PORCO FOUNDATION | |||||||
| 225 ASYLUM STREET | HARTFORD | CT | 06103 | NONE | PUBLIC | GENERAL CHARITABLE | $6,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 300 ROBBINS LANE | SYOSSET | NY | 11791 | NONE | PUBLIC | GENERAL CHARITABLE | $2,500 |
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL CHARITABLE | $2,100 |
| LITTLE FLOWER CHILDREN AND FAMILY SERVICES OF NY | |||||||
| 2450 N WADING RIVER ROAD | WADING RIVER | NY | 11792 | NONE | PUBLIC | GENERAL CHARITABLE | $3,000 |
| MARIA FARERI CHILDRENS HOSPITAL | |||||||
| 100 WOODS ROAD TAYLOR PAVILION | VALHALLA | NY | 10595 | NONE | PUBLIC | GENERAL CHARITABLE | $5,000 |
| MAYO CLINIC | |||||||
| 4500 SAN PABLO ROAD | JACKSONVILLE | FL | 32224 | NONE | PUBLIC | GENERAL CHARITABLE | $10,000 |
| MCCARTHY'S WILDLIFE SANCTURARY INC | |||||||
| 12943 61ST STREET N | WEST PALM BEACH | FL | 33412 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| MCDONOGH SCHOOL | |||||||
| PO BOX 380 | OWING MILLS | MD | 211170380 | NONE | PUBLIC | GENERAL CHARITABLE | $2,000 |
| METROPOLITAN MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL CHARITABLE | $1,810 |
| MICHAEL J FOX FOUNDATION | |||||||
| 498 SEVENTH AVENUE 18TH FLOOR | NEW YORK | NY | 10065 | NONE | PUBLIC | GENERAL CHARITABLE | $25,000 |
| MOUNT SINAI SCHOOL OF MEDICINE | |||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 100296574 | NONE | PUBLIC | GENERAL CHARITABLE | $30,000 |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 100195498 | NONE | PUBLIC | GENERAL CHARITABLE | $474 |
| NASSAU COUNTY MUSEUM OF ART | |||||||
| ONE MUSEUM DRIVE | ROSLYN HARBOR | NY | 11576 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| NECHAMA-JEWISH DISASTER RESPONSE | |||||||
| 4330 CEDAR LAKE ROAD SOUTH | ST LOUIS PARK | MN | 55416 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| NEW YORK PUBLIC RADIO | |||||||
| PO BOX 1550 | NEW YORK | NY | 101161550 | NONE | PUBLIC | GENERAL CHARITABLE | $100 |
| NORTH SHORE CHILD & FAMILY GUIDANCE CENTER | |||||||
| 480 OLD WESTBURY ROAD | ROSLYN HEIGHTS | NY | 115772215 | NONE | PUBLIC | GENERAL CHARITABLE | $3,000 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | NONE | PUBLIC | GENERAL CHARITABLE | $152,500 |
| NY PRESBYTERIAN HOSPITAL | |||||||
| 525 EAST 68TH STREET BOX 123 | NEW YORK | NY | 10065 | NONE | PUBLIC | GENERAL CHARITABLE | $50,000 |
| NYU LANGONE MEDICAL CENTER | |||||||
| 24 WEST FOURTH STREET 4TH FLOOR | NEW YORK | NY | 10012 | NONE | PUBLIC | GENERAL CHARITABLE | $10,000 |
| NYU STERN BUSINESS SCHOOL | |||||||
| 40 WEST FOURTH STREET | NEW YORK | NY | 10012 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| PLANNED PARENTHOOD OF NASSAU COUNTY INC | |||||||
| 540 FULTON AVENUE | HEMPSTEAD | NY | 11550 | NONE | PUBLIC | GENERAL CHARITABLE | $650 |
| POETS & WRITERS INC | |||||||
| PO BOX 422460 | PALM COAST | FL | 321422460 | NONE | PUBLIC | GENERAL CHARITABLE | $2,500 |
| PROJECT UNDERSTANDING | |||||||
| 3 FAIRFIELD DRIVE | DIX HILLS | NY | 11746 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS | |||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC | GENERAL CHARITABLE | $1,500 |
| RECONSTRUCTIONIST RABBINICAL COLLEGE | |||||||
| 1299 CHURCH ROAD | WYNCOTE | PA | 190951898 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| RECONSTRUCTIONIST SYNAGOGUE OF THE NORTH SHORE | |||||||
| 1001 PLANDOME ROAD | PLANDOME | NY | 110301334 | NONE | PUBLIC | GENERAL CHARITABLE | $23,400 |
| SEA EDUCATION ASSOCIATION | |||||||
| PO BOX 6607 | WOODS HOLE | MA | 02543 | NONE | PUBLIC | GENERAL CHARITABLE | $100 |
| SILVER SHIELD ASSOCIATION INC | |||||||
| PO BOX 1123 | GREENWICH | CT | 06836 | NONE | PUBLIC | GENERAL CHARITABLE | $6,000 |
| ST FRANCIS HOSPITAL FOUNDATION | |||||||
| 100 PORT WASHINGTON BLVD | ROSLYN | NY | 11576 | NONE | PUBLIC | GENERAL CHARITABLE | $100,000 |
| STAMFORD HOSPITAL FOUNDATION | |||||||
| 1351 WASHINGTON BLVD | STAMFORD | CT | 06902 | NONE | PUBLIC | GENERAL CHARITABLE | $5,000 |
| TEACHERS AND WRITERS COLLABORATIVE | |||||||
| 520 EIGHT AVENUE SUITE 2020 | NEW YORK | NY | 10012 | NONE | PUBLIC | GENERAL CHARITABLE | $10,000 |
| THE ADIRONDACK COUNCIL | |||||||
| PO BOX D-2 | ELIZABETHTOWN | NY | 129329989 | NONE | PUBLIC | GENERAL CHARITABLE | $100 |
| THE BARNES FOUNDATION | |||||||
| 2025 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19130 | NONE | PUBLIC | GENERAL CHARITABLE | $80 |
| THE FERGUSON LIBRARY | |||||||
| 1 PUBLIC LIBRARY PLAZA | STAMFORD | CT | 06904 | NONE | PUBLIC | GENERAL CHARITABLE | $1,500 |
| THE FRICK COLLECTION | |||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 100214907 | NONE | PUBLIC | GENERAL CHARITABLE | $120 |
| THE GREENWICH TOWN PARTY INC | |||||||
| PO BOX 59 | GREENWICH | CT | 06836 | NONE | PUBLIC | GENERAL CHARITABLE | $7,350 |
| THE JDM FUND | |||||||
| 1333A NORTH AVENUE | NEW ROCHELLE | NY | 10804 | NONE | PUBLIC | GENERAL CHARITABLE | $10,000 |
| THE JEWISH MUSEUM | |||||||
| 1109 5TH AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC | GENERAL CHARITABLE | $140 |
| THE MARITIME AQUARIUM | |||||||
| 10 NORTH WATER STREET | NORWALK | CT | 06854 | NONE | PUBLIC | GENERAL CHARITABLE | $5,000 |
| THE METROPOLITAN OPERA | |||||||
| 1 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL CHARITABLE | $60,000 |
| THE NATURE CONSERVANCY | |||||||
| 250 LAWRENCE HILL ROAD | COLD SPRING HARBOR | NY | 11724 | NONE | PUBLIC | GENERAL CHARITABLE | $250 |
| THE NORWALK FIREFIGHTERS | |||||||
| 121 CONNECTICUT AVENUE | NORWALK | CT | 06854 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| THE RIVER HOUSE ADULT DAY CENTER | |||||||
| 125 RIVER ROAD EXTENSION | COS COB | CT | 06807 | NONE | PUBLIC | GENERAL CHARITABLE | $2,000 |
| THE STANWICH SCHOOL | |||||||
| 257 STANWICH ROAD | GREENWICH | CT | 06830 | NONE | PUBLIC | GENERAL CHARITABLE | $30,800 |
| THE SCHWARTZ CENTER | |||||||
| 100 CAMBRIDGE ST SUITE 1310 | BOSTON | MA | 02114 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| THIRTEEN WNET NEW YORK | |||||||
| 450 WEST 33RD STREET | NEW YORK | NY | 100012605 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| UJA FEDERATION OF JEWISH PHILANTHROPIES OF NY INC | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC | GENERAL CHARITABLE | $12,000 |
| UJA GREENWICH | |||||||
| ONE HOLLY HILL LANE | GREENWICH | CT | 06831 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| UNITED WAY OF WESTCHESTER AND PUTNAM INC | |||||||
| 336 CENTRAL PARK AVENUE | WHITE PLAINS | NY | 106061500 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| USA FOR UNHCR - THE UN REFUGEE AGENCY | |||||||
| 1775 K STREET NW SUITE 580 | WASHINGTON | DC | 20006 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| USDAN SUMMER CAMP FOR THE ARTS | |||||||
| 185 COLONIAL SPRINGS ROAD | WHEATLEY HEIGHTS | NY | 11798 | NONE | PUBLIC | GENERAL CHARITABLE | $20,000 |
| WESTFAIR CHAMBER SINGERS | |||||||
| PO BOX 1006 | PORT CHESTER | NY | 10573 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| WESTPORT COUNTRY PLAYHOUSE | |||||||
| 25 POWERS COURT | WESTPORT | CT | 06880 | NONE | PUBLIC | GENERAL CHARITABLE | $3,000 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 945 MADISON AVENUE AT 75TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC | GENERAL CHARITABLE | $112 |
| WILDLIFE IN CRISIS INC | |||||||
| PO BOX 1246 | WESTON | CT | 06883 | NONE | PUBLIC | GENERAL CHARITABLE | $250 |
| WOMEN IN CANOE | |||||||
| 140-39 34TH AVENUE | FLUSHING | NY | 11354 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| WORLD JEWISH CONGRESS | |||||||
| 501 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC | GENERAL CHARITABLE | $250 |
| WORLD WILDLIFE FUND | |||||||
| 1250 TWENTY-FOURTH ST NW | WASHINGTON | DC | 200371175 | NONE | PUBLIC | GENERAL CHARITABLE | $50 |
| WSHU PUBLIC RADIO | |||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | NONE | PUBLIC | GENERAL CHARITABLE | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,387,211 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $293,290 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,645,090 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$200,969 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,737,411 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,737,411 | TotalIncomeProducingActyAmt |
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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| FRED COLIN | |||||||
| 1 | 1520 NORTHERN BLVD | MANHASSET | NY | 11030 | $50,000 | Yes (X) | |
| EVA USDAN | |||||||
| 2 | 775 PARK AVENUE | NEW YORK | NY | 10021 | $200,844 | Yes (X) | |
| SAMUEL FLUG COLIN 2004 LEGACY TRSUT | |||||||
| 3 | 50 LAKE ROAD | RYE | NY | 10580 | $200,000 | Yes (X) | |
| REBECCA COLIN | |||||||
| 4 | 723 LAKE AVENUE | GREENWICH | CT | 06830 | $200,466 | Yes (X) | |
| BARBARA COLIN | |||||||
| 5 | 1520 NORTHERN BLVD | MANHASSET | NY | 11030 | $151,145 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 3,150 SHARES MICROSOFT, INC | $200,844 | 2016-12-22 |
| 4 | 3,150 SHARES MICROSOFT INC | $200,466 | 2016-12-27 |
| 5 | 2,375 SHARES MICROSOFT INC | $151,145 | 2016-12-27 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3,511 SHS BERKSHIRE HATHAWAY-CLASS B | $508,471 | $656,346 |
| 3,233.1380 SHS CISCO SYSTEMS INC | $62,426 | $110,412 |
| 14,920.925 SHS MICROSOFT CORP | $713,326 | $1,241,123 |
| FIRST BIOMED LIMITED | $2,500,000 | $3,981,619 |
| FIRST HEALTH, LP | $0 | $0 |
| 285 SHS EXPRESS SCRIPTS HOLDIING CO | $7,001 | $17,468 |
| 29,155.2615 SHS EXXONMOBIL CORP. | $1,205,221 | $2,430,091 |
| 6,759.4504 SHS ROYAL DUTCH SHELL | $238,821 | $426,048 |
| RCG LONGVIEW DEBT FUND IV LP | $13,738 | $37,656 |
| 3,600 SHS AMERICAN WATER WORKS CO., INC. | $71,980 | $315,936 |
| 4,495 SHS ALTISOURCE PORTFOLIO SOLUTIONS | $0 | $0 |
| 449 SHS ALTISOURCE ASSET MANAGEMENT CORP | $0 | $0 |
| 1,699.79 SHS ALTISOURCE RESIDENTIAL CORP | $0 | $0 |
| 7,887 SHS OCWEN FINANCIAL CORPORATION | $0 | $0 |
| 5,902 SHS GENERAL ELECTRIC COMPANY | $187,619 | $118,984 |
| 3,100 SHS AMEREN CORP. | $0 | $0 |
| 2,100 SHS ANHEUSER-BUSCH INBEV | $122,435 | $257,838 |
| 2,600 SHS BEIERSDORF AG | $165,496 | $292,712 |
| 3,359.5330 SHS APPLE INC. | $281,730 | $567,895 |
| 14,900 SHS APPROACH RESOURCES INC | $334,847 | $34,717 |
| 3,550 SHS JPMORGAN CHASE & CO | $199,255 | $357,166 |
| 3,260.102 SHS VISA INC | $173,426 | $358,546 |
| 7,000 SHS ARAMARK | $189,121 | $305,830 |
| CITI MANAGED FUND | $2,096,240 | $3,086,411 |
| 4,900 SHS CITIZENS FINANCIAL GROUP, INC | $116,901 | $186,249 |
| 10,200 SHS H&R BLOCK, INC | $0 | $0 |
| 4,500 SHS ZIMMER BIOMET HOLDINGS, INC | $0 | $0 |
| 4,000 SHS W.R. GRACE & CO | $0 | $0 |
| 1,312.689 SHS COCA COLA COMPANY | $53,238 | $60,357 |
| 2,485.59 SHS NORTHROP GRUMMAN CORP | $358,223 | $734,566 |
| 1,500 SHS WAL-MART STORES INC | $100,210 | $130,965 |
| 18,500 SHS COTY INC | $0 | $0 |
| 3,291.653 SHS GENERAL MOTORS COMPANY | $101,504 | $141,475 |
| 12,500 SHS ALLY FINANCIAL INC | $275,623 | $326,625 |
| 8,600 SHS ORACLE CORP | $350,068 | $437,740 |
| 461 SHS AUTOZONE INC | $233,370 | $271,760 |
| 13,400 SHS DISCOVERY COMMUNICATIONS INC | $361,969 | $238,654 |
| 950 SHS FEDEX CORP | $194,790 | $214,520 |
| 2,200 SHS OMNICOM GROUP INC | $186,754 | $147,818 |
| 1,700 SHS S&P GLOBAL INC | $192,171 | $265,999 |
| 1,200 SHS ALLERGAN PLC | $273,873 | $212,676 |
| 3,700 SHS ALTRIA GROUP INC | $273,467 | $237,614 |
| 3,200 SHS DANAHER CORP | $264,608 | $295,264 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,405,669 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,407,859 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $50,000 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $50,000 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WEXFORD PARTNERS 10, L.P. | AT COST | $733,014 | $533,276 |
| SMSF, LLC (HEDGE FORUM) | AT COST | $14,050 | $548 |
| HSBC MM FUND | AT COST | $30,642 | $30,642 |
| FMC MM FUND # 1 | AT COST | $2,449,136 | $2,449,136 |
| CITI INVESTOR M/F | AT COST | $310,619 | $310,619 |
| FP ALTERNATIVE FUND | AT COST | $0 | $0 |
| DEUTSCHEBANK M/F | AT COST | $98,844 | $98,844 |
| HPS MEZZANINE PRIVATE INVESTORS OFFSHORE II, L.P. | AT COST | $144,394 | $320,881 |
| BEP PRIVATE INVESTORS LP | AT COST | $476,312 | $524,858 |
| GREENLIGHT CAPITAL OFFSHORE (GOLD), LTD | AT COST | $2,000,000 | $2,258,204 |
| KKR ASIAN FUND II PRIVATE INVESTORS OFFSHORE, LP | AT COST | $212,935 | $288,135 |
| FIRST HONG KONG FUND LLC | AT COST | $798,593 | $1,120,659 |
| STARWOOD DISTRESSED OPPORTUNITY FUND IX, L.P. | AT COST | $51,844 | $310,145 |
| BREP ASIA PRIVATE | AT COST | $233,894 | $320,220 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $24,839 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $294 | BOYBookValueAmt |
| EOY Book Value | $191 | EOYBookValueAmt |
| EOYFMV | $191 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEE | $62,858 | $47,144 | $15,714 |
| NYS FILING FEE | $750 | $0 | $0 |
| DUES & SUBSCRIPTIONS | $330 | $330 | $0 |
| BROKERAGE COMMISSION FEES | $1,571 | $1,571 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME/LOSS FROM PARTNERSHIP | $1,645,070 | $1,645,070 | $1,645,070 |
| AIG INC 2008 SECURITIES LITIGATION | $20 | $20 | $20 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME | $11,159 | $11,159 | $0 |
| FOREIGN INCOME TAX WITHHELD | $3,055 | $3,055 | $0 |
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