BETA

LEDERMAN FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
LEDERMAN FAMILY FOUNDATION (EIN 13-7202850)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-15
IRS object ID
201811359349102311
Schema version
2017v2.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-15T12:01:12-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN132738625PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DDK & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PENN PLAZA 4TH FLRAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10119ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN137202850EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEDERMAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEDEBusinessNameControlTxt
Phone2127942366PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 EAST 65TH ST NO 5BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10065ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL LEDERMANPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2127942366PhoneNum
Signature2018-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY FEINMANPreparerPersonNm
PTINP00227146PTIN
Phone2129970600PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$654,496FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,304ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$12,523DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,400DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,714NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$86,388GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,714CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$44OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$44OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$17,585TotalRevAndExpnssAmt
Total Net Invst Incm$16,158TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,009AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,009AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$207TaxesRevAndExpnssAmt
Taxes Net Invst Incm$57TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,884OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,759OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$125OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,100TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,816TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,134TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$28,770ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,770ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$41,870TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,816TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$31,904TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$24,285ExcessRevenueOverExpensesAmt
Net Investment Income$6,342NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,235CashBOYAmt
Cash EOY$10,485CashEOYAmt
Cash EOYFMV$10,485CashEOYFMVAmt
Sav And Temp Cash Invst BOY$59,460SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$18,037SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$18,037SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$321,555CorporateStockBOYAmt
Corporate Stock EOY$331,443CorporateStockEOYAmt
Corporate Stock EOYFMV$625,974CorporateStockEOYFMVAmt
Total Assets BOY$384,250TotalAssetsBOYAmt
Total Assets EOY$359,965TotalAssetsEOYAmt
Total Assets EOYFMV$654,496TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$384,250RetainedEarningBOYAmt
Retained Earning EOY$359,965RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$384,250TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$359,965TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$384,250TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$359,965TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$384,250TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$24,285ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$359,965SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$359,965TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY BROKERAGE ACTIVITYP$19,951$24,088-$4,137-$4,137
MORGAN STANLEY BROKERAGE ACTIVITYP$65,776$58,586$7,190$7,190
KKR & CO.P$649$649$649
CAPITAL GAINS DIVIDENDSP$12$12$12
FieldValueIRS element (for citing)
Capital Gain Net Income$3,714CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$32,383AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$528,384NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.061287DistributionYr1Rt
Adjusted Qlfy Distri Yr2$45,482AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$587,812NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.077375DistributionYr2Rt
Adjusted Qlfy Distri Yr3$48,768AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$633,028NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.077039DistributionYr3Rt
Adjusted Qlfy Distri Yr4$53,220AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$648,749NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.082035DistributionYr4Rt
Adjusted Qlfy Distri Yr5$43,858AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$609,456NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.071963DistributionYr5Rt
Total Distribution0.369699TotalDistributionRt
Average Distribution0.073940AverageDistributionRt
Net Vl Noncharitable Assets$616,446NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$45,580AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$63NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$45,643AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$31,904QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$127InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$127SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$127TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$31EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$31TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$96TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDDK COMPANY LLPIndividualWithBooksNm
Phone2129770600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 PENN PLAZAAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10119ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROL LEDERMAN
30 EAST 65TH STNEW YORKNY10065DIRECTOR2.00$0$0$0
JUDY LEDERMAN KLONER
301 EAST 69TH STREETNEW YORKNY10021TRUSTEE2.00$0$0$0
AMY LEDERMAN VERSCHLEISER
944 FIFTH AVENEW YORKNY10021TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$586,493AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$39,341AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$625,834TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$625,834AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,388CashDeemedCharitableAmt
Net Vl Noncharitable Assets$616,446NetVlNoncharitableAssetsAmt
Minimum Investment Return$30,822MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$30,822MinimumInvestmentReturnAmt
Tax Based On Investment Income$127TaxBasedOnInvestmentIncomeAmt
Total Tax$127TotalTaxAmt
Distributable Before Adj$30,695DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$30,695DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$30,695DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$31,904ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$31,904QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$31,904AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$30,695DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$13,751ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$21,268ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$17,511ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$16,091ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,083ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$74,704TotalExcessDistributionCyovAmt
Qualifying Distributions$31,904QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$30,695AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,209RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$75,913TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$13,751ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$62,162ExcessDistriCyovToNextYrAmt
Excess From Year4$21,268ExcessFromYear4Amt
Excess From Year3$17,511ExcessFromYear3Amt
Excess From Year2$16,091ExcessFromYear2Amt
Excess From Year1$6,083ExcessFromYear1Amt
Excess From Current Year$1,209ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ATLANTIC GOLF CLUB FOUNDATION
PO BOX 1890BRIDGEHAMPTONNY11932NONEEXEMPTCHARITABLE$1,500
CHABAD OF SOUTHAMPTON JEWISH CENTER
214 HILL STSOUTHAMPTONNY11968NONEEXEMPTCHARITABLE$180
CROHN'S AND COLITIS FOUNDATION
386 PARK AVENUE SOUTH 17TH FLOORNEW YORKNY10016NONEEXEMPTCHARITABLE$1,500
FINCH COLLEGE
954 LEXINGTON AVENEW YORKNY10021NONEEXEMPTCHARITABLE$300
GUILD HALL
158 MAIN STEAST HAMPTONNY11937NONEEXEMPTCHARITABLE$3,850
JEWISH FEDERATION OF PALM BEACH
4601 COMMUNITY DRIVEWEST PALM BEACHFL33417NONEEXEMPTCHARITABLE$5,000
PALM BEACH COUNTRY CLUB FOUNDATION
PO BOX 615PALM BEACHFL33480NONEEXEMPTCHARITABLE$1,000
PALM BEACH SYNAGOGUE
PO BOX 1028PALM BEACHFL33480NONEEXEMPTCHARITABLE$1,800
PARK EAST SYNAGOGUE
163 EAST 67TH STREETNEW YORKNY10065NONEEXEMPTCHARITABLE$4,350
PARRISH ART MUSEUM
25 JOBS LANESOUTHAMPTONNY11968NONEEXEMPTCHARITABLE$375
SOUTHAMPTON HOSPITAL FOUNDATION
240 MEETING HOUSE LANESOUTHAMPTONNY11968NONEEXEMPTCHARITABLE$2,800
THE METROPOLITAN MUSEUM OF ART
1000 5TH AVENEW YORKNY10028NONEEXEMPTCHARITABLE$600
WEIL CORNELL MEDICAL COLLEGE
1300 YORK AVENEW YORKNY10065NONEEXEMPTCHARITABLE$2,500
92ND STREET Y
1395 LEXINGTON AVENEW YORKNY10128NONEEXEMPTCHARITABLE$250
CASA
1625 MASSACHUSETTS AVENEUWASHINGTONDC20036NONEEXEMPTCHARITABLE$500
DOCTORS WITHOUT BORDER
40 RECTOR ST 16TH FLNEW YORKNY10006NONEEXEMPTCHARITABLE$100
UNITED WAY OF PALM BEACH COUNTY
477 S ROSEMARY AVE SUITE 230WEST PALM BEACHFL33401NONEEXEMPTCHARITABLE$1,500
THE ALLIANCE FOR EATING DISORDERS AWARENESS
1649 FORUM PLACE 2WEST PALM BEACHFL33401NONEEXEMPTCHARITABLE$150
MUSEUM AT ELDRIDGE STREET
12 ELDRIDGE STNEW YORKNY10002NONEEXEMPTCHARITABLE$300
MUSEUM OF MODERN ART
11 W 53RD STNEW YORKNY10019NONEEXEMPTCHARITABLE$140
WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STNEW YORKNY10014NONEEXEMPTCHARITABLE$75
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,770TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,523ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$44ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,714ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$16,281ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16,281TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,009Amt
Net Investment Income$2,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,009DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEY BROKERAGEStockNm
EOY Book Value$331,443EOYBookValueAmt
EOYFMV$625,974EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$7,601$7,601$0
PUBLIC NOTICE$125$0$125
ROYALTY EXPENSES - KKR$4$4$0
KKR & CO. - OTHER DEDUCTIONS$62$62$0
KKR & CO. - INVESTMENT INTEREST$92$92$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescKKR & CO.Desc
Revenue And Expenses Per Books$44RevenueAndExpensesPerBooksAmt
Net Investment Income$44NetInvestmentIncomeAmt
Adjusted Net Income$44AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$57$57$0
EXCISE TAXES$150$0$0

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