ASNESS FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ASNESS FAMILY FOUNDATION (EIN 81-4745940)
Tax period
2017-03-01 to 2018-02-28
Filed
2018-07-11
IRS object ID
201811929349100116
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-07-11T15:31:57-05:00ReturnTs
Tax Period End2018-02-28TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARCUM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 MELVILLE PARK RDAddressLine1Txt
CityMELVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11747ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-03-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN814745940EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASNESS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% MARCUM LLPInCareOfNm
Business Name ControlASNEBusinessNameControlTxt
Phone6314144000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O MARCUM LLP 10 MELVILLE PARK RDAddressLine1Txt
CityMELVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11747ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCLIFFORD S ASNESSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6314144000PhoneNum
Signature2018-07-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCAROLYN MAZZENGAPreparerPersonNm
PTINP00132133PTIN
Phone6314144000PhoneNum
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$56,522,199FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$29,357,775ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$14,022InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14,022InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$724,154DividendsRevAndExpnssAmt
Dividends Net Invst Incm$724,154DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$16,594NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,623,862GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$30,079,357TotalRevAndExpnssAmt
Total Net Invst Incm$738,176TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$20,638LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$20,638LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$15,450AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,725AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$7,725AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$13OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$13OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$20InterestRevAndExpnssAmt
Interest Net Invst Incm$20InterestNetInvstIncmAmt
Taxes Rev And Expnss$7,255TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$2,766OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$226OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,540OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$46,142TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,984TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$30,903TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,663,550ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,663,550ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,709,692TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,984TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,694,453TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$27,369,665ExcessRevenueOverExpensesAmt
Net Investment Income$730,192NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$12,460,473SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$434,923SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$434,923SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$12,552,290CorporateStockBOYAmt
Corporate Stock EOY$42,623,163CorporateStockEOYAmt
Corporate Stock EOYFMV$56,087,276CorporateStockEOYFMVAmt
Total Assets BOY$25,012,763TotalAssetsBOYAmt
Total Assets EOY$43,058,086TotalAssetsEOYAmt
Total Assets EOYFMV$56,522,199TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$25,012,763CapitalStockBOYAmt
Capital Stock EOY$43,058,086CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$25,012,763TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$43,058,086TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$25,012,763TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$43,058,086TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$25,012,763TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$27,369,665ExcessRevenueOverExpensesAmt
Subtotal$52,382,428SubtotalAmt
Other Decreases$9,324,342OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$43,058,086TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyGS SHORT DURATION MUTUAL FUNDPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$2,623,862GrossSalesPriceAmt
Cost Or Other Basis$2,640,456CostOrOtherBasisAmt
Gain Or Loss-$16,594GainOrLossAmt
Gains Minus Excess Or Losses-$16,594GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$16,594CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,694,698NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.0DistributionYr1Rt
Total Distribution0.0TotalDistributionRt
Average Distribution0.0AverageDistributionRt
Net Vl Noncharitable Assets$33,720,324NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7,302NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$7,302AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,694,453QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$7,302InvestmentIncomeExciseTaxAmt
Subtotal$7,302SubtotalAmt
Tax Based On Investment Income$7,302TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$302ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$7,302TotalPaymentsAndCreditsAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addressn/aWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MARCUM LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6314144000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110 MELVILLE PARK ROADAddressLine1Txt
CitymelvilleCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11747ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCLIFFORD S ASNESSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O MARCUM LLP 10 MELVILLE PARK RDAddressLine1Txt
CityMELVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11747ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos5.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$32,724,234AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,509,597AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$34,233,831TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$34,233,831AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$513,507CashDeemedCharitableAmt
Net Vl Noncharitable Assets$33,720,324NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,686,016MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,686,016MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,302TaxBasedOnInvestmentIncomeAmt
Total Tax$7,302TotalTaxAmt
Distributable Before Adj$1,678,714DistributableBeforeAdjAmt
Distributable Before Ded$1,678,714DistributableBeforeDedAmt
Distributable As Adjusted$1,678,714DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,694,453ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$2,694,453QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$7,302PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,687,151AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,678,714DistributableAsAdjustedAmt
Undistributed Income PY$45,281UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,694,453QualifyingDistributionsAmt
Applied To Year1$45,281AppliedToYear1Amt
Applied To Current Year$1,678,714AppliedToCurrentYearAmt
Remaining Distri From Corpus$970,458RemainingDistriFromCorpusAmt
Total Corpus$970,458TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$970,458ExcessDistriCyovToNextYrAmt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$970,458ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCLIFF S ASNESSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE ATTACHMENTBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1SEE ATTACHMENTAddressLine1Txt
CityMELVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11747ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeSEE ATTACHMENTGrantOrContributionPurposeTxt
Amt$2,663,550Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,663,550TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GREENWICH COUNTRY DAY SCHOOL
PO BOX 623GREENWICHCT06836NONEPCHIGH STANDARD EDUCATIONAL PROGRAMS$200,000
INSTITUTE FOR HUMANE STUDIES
3434 Washington Blvd MS 1C5ARLINGTONVA22201NONEPCSUPPORT FOR A FREER SOCIETY$1,000,000
NANTUCKET COTTAGE HOSPITAL
57 Prospect StreetNANTUCKETMA02554NONEPCHEALTH CARE SERVICES$800,000
THE UNIVERSITY OF CHICAGO
5235 S Harper CourthCHICAGOIL60615NONEPCEDUCATIONAL$5,000,000
ACHIEVEMENT FIRST
495 Blake StreetNEW HAVENCT06515PCPROMISE OF EDUCATIONAL OPPORTUNITY$1,000,000
AMERICAN ENTERPRISE INSTITUTE
1789 Massachusetts Avenue NWWASHINGTON DCDC20036NONEPCTHINK TANK FOR PUBLIC POLICY$2,400,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$10,400,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,022ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$724,154ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$16,594ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$721,582ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$721,582TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonCLIFFORD S ASNESSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O MARCUM LLP 10 MELVILLE PARK RDAddressLine1Txt
CityMELVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11747ZIPCd
FieldValueIRS element (for citing)
Total Contributions$29,357,775TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property837,000 GS ACTIVEBETA EMG MK EQNoncashPropertyDesc
Fair Market Value$29,357,775FairMarketValueAmt
Received2017-12-19ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$15,450Amt
Net Investment Income$7,725NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,725DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GS ACTIVEBETA EMERG MKTS$6,276,913$8,262,800
GS ACTIVEBETA EMERG MKTS- D$20,033,243$30,466,800
GS SHORT DURATION$10,037,630$9,827,676
GS ACTIVEBETA INT'L EQ$6,275,377$7,530,000

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$20,638LegalFeesAmt
Disbursements Charitable Prps$20,638DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
ADJUSTMENT TO FUND BALANCE FOR DONATED$0
STOCK$9,324,342

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$226$226
IRS USER FEE$850$850
MISCELLANEOUS EXPENSE$190$190
FUND REGISTRATION FEES$1,500$1,500

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEECategoryTxt
Amt$13Amt
Net Investment Income$13NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXESCategoryTxt
Amt$7,255Amt

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