DANIEL J & EDITH A EHRLICH FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
DANIEL J & EDITH A EHRLICH FAMILY FOUNDATION (EIN 13-3977042)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-07-30
IRS object ID
201812119349100101
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)
Return2018-07-30T07:35:41-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN132620561PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CORNICK GARBER & SANDLER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1825 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133977042EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DANIEL J AND EDITH A EHRLICHBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDANIBusinessNameControlTxt
Phone2125340732PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11070 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10128ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDITH A EHRLICHPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2125340732PhoneNum
Signature2018-07-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMYLES W SCHUMERPreparerPersonNm
PTINP01346926PTIN
Phone2125573900PhoneNum
Preparation2018-07-09PreparationDt
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$1,972,266FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$364,252ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4,334InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,334InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$39,960DividendsRevAndExpnssAmt
Dividends Net Invst Incm$39,960DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$264,656NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$364,926GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$264,656CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$673,202TotalRevAndExpnssAmt
Total Net Invst Incm$308,950TotalNetInvstIncmAmt
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$10,825AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,165AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$8,660AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,295TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,295TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$450OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$200OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,570TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,660TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,910TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$201,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$201,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$213,870TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,660TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$210,210TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$459,332ExcessRevenueOverExpensesAmt
Net Investment Income$305,290NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$361,882CashBOYAmt
Cash EOY$148,907CashEOYAmt
Cash EOYFMV$148,907CashEOYFMVAmt
Corporate Stock BOY$481,265CorporateStockBOYAmt
Corporate Stock EOY$481,265CorporateStockEOYAmt
Corporate Stock EOYFMV$1,095,366CorporateStockEOYFMVAmt
Other Investments BOY$311,962OtherInvestmentsBOYAmt
Other Investments EOY$720,288OtherInvestmentsEOYAmt
Other Investments EOYFMV$727,993OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,155,109TotalAssetsBOYAmt
Total Assets EOY$1,350,460TotalAssetsEOYAmt
Total Assets EOYFMV$1,972,266TotalAssetsEOYFMVAmt
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$1,155,109RetainedEarningBOYAmt
Retained Earning EOY$1,350,460RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,155,109TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,350,460TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,155,109TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,350,460TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,155,109TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$459,332ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,614,441SubtotalAmt
Other Decreases$263,981OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,350,460TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1,160 SHS. - PANERA BREAD COMPANYD2010-09-082017-06-06$364,160$100,270$263,890$263,890
CAPITAL GAINS DIVIDENDSP$766$766$766
FieldValueIRS element (for citing)
Capital Gain Net Income$264,656CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$195,629AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,745,881NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.112052DistributionYr1Rt
Adjusted Qlfy Distri Yr2$251,367AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,928,693NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.130330DistributionYr2Rt
Adjusted Qlfy Distri Yr3$296,459AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,012,159NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.147334DistributionYr3Rt
Adjusted Qlfy Distri Yr4$124,750AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,682,613NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.074141DistributionYr4Rt
Adjusted Qlfy Distri Yr5$140,475AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,538,948NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.091280DistributionYr5Rt
Total Distribution0.555137TotalDistributionRt
Average Distribution0.111027AverageDistributionRt
Net Vl Noncharitable Assets$1,861,624NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$206,691AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,053NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$209,744AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$210,210QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,053InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,053SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,053TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,482EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$6,518ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$13,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$9,947OverpaymentAmt
Applied To ES Tax$9,947AppliedToESTaxAmt
Refund$0RefundAmt

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 ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksEDITH A EHRLICHIndividualWithBooksNm
Phone2125340732PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11070 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10128ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EDITH A EHRLICH
1070 PARK AVENUENEW YORKNY10128TRUSTEE2.00$0$0$0
NINA FOLEY
54 SEA CLIFF AVENUESEA CLIFFNY11579TRUSTEE1.00$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$1,377,765AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$512,209AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,889,974TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,889,974AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,350CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,861,624NetVlNoncharitableAssetsAmt
Minimum Investment Return$93,081MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$93,081MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,053TaxBasedOnInvestmentIncomeAmt
Total Tax$3,053TotalTaxAmt
Distributable Before Adj$90,028DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$90,028DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$90,028DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$210,210ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$210,210QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,053PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$207,157AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$90,028DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$64,331ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$52,372ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$196,723ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$166,934ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$109,577ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$589,937TotalExcessDistributionCyovAmt
Qualifying Distributions$210,210QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$90,028AppliedToCurrentYearAmt
Remaining Distri From Corpus$120,182RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$710,119TotalCorpusAmt
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$64,331ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$645,788ExcessDistriCyovToNextYrAmt
Excess From Year4$52,372ExcessFromYear4Amt
Excess From Year3$196,723ExcessFromYear3Amt
Excess From Year2$166,934ExcessFromYear2Amt
Excess From Year1$109,577ExcessFromYear1Amt
Excess From Current Year$120,182ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonEDITH A EHRLICHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11070 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10128ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2125340732RecipientPhoneNum
Form And Info And MaterialsLETTER WITH EXPLANATION OF ORGANIZATION'S FUNCTIONFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN CIVIL LIBERTIES UNION
125 BROAD STREET 18TH FLOORNEW YORKNY10004NONEPUBLIC CHARITYTO DEFEND AND PRESERVE THE INDIVIDUAL RIGHTS AND LIBERTIES GUARANTEED BY THE CONSTITUTION AND LAWS OF THE UNITED STATES.$1,000
AMERICAN CRAFT COUNCIL
1224 MARSHALL STREET NE SUITE 200MINNEAPOLISMN55413NONEPUBLIC CHARITYTO CREATE OPPORTUNITIES FOR CREATIVE PEOPLE FROM ALL WALKS OF LIFE.$50
AMERICANS UNITED FOR SEPARATION OF CHURCH AND STATE
1310 L STREET NW SUITE 200WASHINGTONDC20005NONEPUBLIC CHARITYTO ADVANCING THE CONSTITUTIONAL PRINCIPLE OF CHURCH-STATE SEPARATION AS THE ONLY WAY TO ENSURE FREEDOM OF RELIGION, INCLUDING THE RIGHT TO BELIEVE OR NOT BELIEVE, FOR ALL AMERICANS.$200
ANIMAL MEDICAL CENTER
510 EAST 62ND STREETNEW YORKNY10065NONEPUBLIC CHARITYTO PROVIDE COMPASSIONATE AND COLLABORATIVE CARE TO ANIMALS AND TO LEADING THE ADVANCEMENT OF VETERINARY MEDICINE THROUGH INNOVATIVE CLINICAL RESEARCH AND EDUCATION.$1,000
ANTI - DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158NONEPUBLIC CHARITYTO STOP THE DEFAMATION OF THE JEWISH PEOPLE, AND TO SECURE JUSTICE AND FAIR TREATMENT TO ALL.$4,000
BRADY COMMITTEE TO PREVENT GUN VIOLENCE
840 FIRST STREETWASHINGTONDC20002NONEPUBLIC CHARITYTO CREATE A SAFER AMERICA BY CUTTING GUN DEATHS IN HALF BY 2025.$1,300
CAMPHILL VILLAGE
84 CAMPHILL ROADCOPAKENY12516NONEPUBLIC CHARITYTO REFORM HOW SOCIETY TREATS PEOPLE WITH SPECIAL NEEDS.$2,000
COLGATE UNIVERSITY
13 OAK DRIVEHAMILTONNY13346NONEPUBLIC CHARITYTO PROVIDE A DEMANDING, EXPANSIVE, EDUCATIONAL EXPERIENCE TO A SELECT GROUP OF DIVERSE, TALENTED, INTELLECTUALLY SOPHISTICATED STUDENTS WHO ARE CAPABLE OF CHALLENGING THEMSELVES, THEIR PEERS, AND THEIR TEACHERS IN A SETTING THAT BRINGS TOGETHER LIVING AND LEARNING.$10,000
CONSTITUION MARSH AUDUBON CENTER AND SANCTUARY
127 WARREN LANDING ROADGARRISONNY10524NONEPUBLIC CHARITYTO CONSERVE AND RESTORE NATURAL ECOSYSTEMS, FOCUSING ON BIRDS, OTHER WILDLIFE, AND THEIR HABITATS FOR THE BENEFIT OF HUMANITY AND THE EARTH'S BIOLOGICAL DIVERSITY.$500
DESMOND FISH LIBRARY
472 ROUTE 403 PO BOX 265GARRISONNY10524NONEPUBLIC CHARITYTO PROVIDE ACCESS TO EXCEPTIONAL BOOK AND MEDIA COLLECTIONS, REFERENCE SERVICES, ON-LINE RESOURCES, AND PROGRAMS FOR ADULTS, CHILDREN AND FAMILIES.$50
DOCTORS WITHOUT BORDERS
333 SEVENTH AVENUENEW YORKNY100015004NONEPUBLIC CHARITYTO FOSTER THE BELIEF THAT ALL PEOPLE HAVE THE RIGHT TO MEDICAL CARE REGARDLESS OF GENDER, RACE, RELIGION, CREED, OR POLITICAL AFFILIATION, AND THAT THE NEEDS OF THESE PEOPLE OUTWEIGH RESPECT FOR NATIONAL BOUNDARIES.$10,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREETMONTGOMERYAL36104NONEPUBLIC CHARITYTO END MASS INCARCERATION AND EXCESSIVE PUNISHMENT IN THE UNITED STATES, TO CHALLENGING RACIAL AND ECONOMIC INJUSTICE, AND TO PROTECTING BASIC HUMAN RIGHTS FOR THE MOST VULNERABLE PEOPLE IN AMERICAN SOCIETY.$3,500
FOOD BANK OF HUDSON VALLEY
195 HUDSON STREETCORNWALL ON HUDSONNY12520NONEPUBLIC CHARITYTO ALLEVIATE HUNGER AND PREVENT FOOD WASTE.$1,000
FRIENDS OF PS 169
PO BOX 1546NEW YORKNY10028NONEPUBLIC CHARITYTO SUPPORT EMOTIONALLY DISTURBED CHILDREN, MANY FROM ECONOMICALLY DISADVANTAGED HOMES AND TO HALT THE DOWNWARD SPIRAL TOWARD LIFELONG UNDERACHIEVEMENT.$100
FRIENDS OF THE SMITHSONIAN
1000 JEFFERSON DRIVE SW 4TH FLOORWASHINGTONDC20560NONEPUBLIC CHARITYTO SUPPORT THE SMITHSONIAN'S 11 MUSEUMS AND GALLERIES ON THE NATIONAL MALL AND 6 OTHER MUSEUMS AND THE NATIONAL ZOO IN THE GREATER NATIONAL CAPITAL AREA.$100
GARRISON ART CENTERR
23 GARRISONS LANDINGGARRISONNY10524NONEPUBLIC CHARITYTO PROMOTE THE CREATION, EXHIBITION AND ENJOYMENT OF ART.$5,850
HENRY STREET SETTLEMENT
265 HENRY STREETNEW YORKNY10002NONEPUBLIC CHARITYHENRY STREET SETTLEMENT OPENS DOORS OF OPPORTUNITY FOR LOWER EAST SIDE RESIDENTS AND OTHER NEW YORKERS THROUGH SOCIAL SERVICES, ARTS, AND HEALTH CARE PROGRAMS.$15,000
HIGHLANDS CURRENT
161 MAIN STREETCOLD SPRINGNY10516NONEPUBLIC CHARITYTO BE A FAIR AND TRUSTED SOURCE OF INFORMATION FOR HUDSON HIGHLANDS, NY COMMUNITIES AND TO PROVIDE A LIVELY FORUM FOR WIDE-RANGING VIEWS.$200
HUMAN RIGHTS WATCH
350 FIFTH AVENUE 34TH FLOORNEW YORKNY10118NONEPUBLIC CHARITYTO UPHOLD HUMAN DIGNITY AND ADVANCE THE CAUSE OF HUMAN RIGHTS FOR ALL.$4,000
INDIANA UNIVERSITY FOUNDATION
301 UNIVERSITY BLVD SUITE 1031INDIANAPOLISIN46202NONEPUBLIC CHARITYTO MAXIMIZE PRIVATE SUPPORT FOR INDIANA UNIVERSITY$500
INTERNATIONAL RESCUE COMMITTEE
122 EAST 42ND STREETNEW YORKNY10168NONEPUBLIC CHARITYTO RESPOND TO THE WORLD'S WORST HUMANITARIAN CRISES AND HELPS PEOPLE WHOSE LIVES AND LIVELIHOODS ARE SHATTERED BY CONFLICT AND DISASTER TO SURVIVE, RECOVER, AND GAIN CONTROL OF THEIR FUTURE.$4,000
JEWISH BOARD OF FAMILY AND CHILDREN'S SERVICES
135 WEST 50TH STREETNEW YORKNY10020NONEPUBLIC CHARITYTO STRENGTHEN FAMILIES AND COMMUNITIES THROUGHOUT NEW YORK CITY BY HELPING INDIVIDUALS OF ALL BACKGROUNDS REALIZE THEIR POTENTIAL AND LIVE AS INDEPENDENTLY AS POSSIBLE.$25,000
MAMA FOUNDATION FOR THE ARTS
149 WEST 126TH STREETNEW YORKNY10027NONEPUBLIC CHARITYTO PRESENT, PRESERVE, AND PROMOTE THE HISTORY AND FUNDAMENTALS OF GOSPEL, JAZZ, AND RHYTHM AND BLUES MUSIC FOR CURRENT AND FUTURE GENERATIONS.$2,500
NORTHSIDE CENTER FOR CHILD DEVELOPMENT
1301 FIFTH AVENUENEW YORKNY10029NONEPUBLIC CHARITYTO PROVIDE CHILDREN AND FAMILIES THE SUPPORT THEY NEED TO OVERCOME ADVERSITY AND THRIVE.$7,000
OPEN SPACE INSTITUTE
1350 BROADWAY SUITE 201NEW YORKNY10018NONEPUBLIC CHARITYTO ACQUIRE LAND TO PROTECT DIVERSE LANDSCAPES; PRESERVE HABITAT FOR RARE OR ENDANGERED SPECIES; ENSURE WATER QUALITY; FACILITATE WILDLIFE ADAPTATION TO CLIMATE CHANGE; AND ENHANCE RECREATIONAL ACCESS.$1,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STREETNEW YORKNY10038NONEPUBLIC CHARITYTO DELIVER VITAL REPRODUCTIVE HEALTH CARE, SEX EDUCATION, AND INFORMATION TO MILLIONS OF WOMEN, MEN, AND YOUNG PEOPLE WORLDWIDE.$5,000
PLANNED PARENTHOOD OF NASSAU COUNTY
540 FULTON AVENUEHEMPSTEADNY11550NONEPUBLIC CHARITYTO COMPASSIONATELY AND RESPECTFULLY EMPOWER INDIVIDUALS TO MAKE INDEPENDENT, INFORMED DECISIONS ABOUT THEIR SEXUAL AND REPRODUCTIVE LIVES.$2,500
QUEENS THEATRE
14 UNITED NATIONS AVE SCORONANY11368NONEPUBLIC CHARITYTO PROVIDE QUALITY AND DIVERSE PERFORMING ARTS ACTIVITIES THAT ARE ECONOMICALLY AND GEOGRAPHICALLY ACCESSIBLE TO THE RESIDENTS OF QUEENS.$1,000
RECONSTRUCTIONIST SYNAGOGUE OF THE NORTH SHORE
1001 PLANDOME ROADPLANDOMENY11030NONEPUBLIC CHARITYTO FORM A COMMITTED AND CARING COMMUNITY BASED ON THE TENETS OF RECONSTRUCTIONIST JUDAISM AND ISSUES OF SOCIAL CONCERN.$2,500
REHABILITATION THROUGH THE ARTS
12 HUNTVILLE ROADKATONAHNY10536NONEPUBLIC CHARITYTO USE THE TRANSFORMATIVE POWER OF THE ARTS TO DEVELOP SOCIAL AND COGNITIVE SKILLS THAT PRISONERS NEED FOR SUCCESSFUL REINTEGRATION INTO THE COMMUNITY.$300
RESIDENTS FOR A MORE BEAUTIFUL PORT WASHINGTON
382 MAIN STREETPORT WASHINGTONNY11050NONEPUBLIC CHARITYTO CREATE CLEAN, GREEN AND EFFICIENT PUBLIC SPACES THAT MAKE LIVING AND DOING BUSINESS IN PORT WASHINGTON A PLEASURE.$7,500
RIVERKEEPER
20 SECOR ROADOSSININGNY10562NONEPUBLIC CHARITYTO PROMOTE CLEAN, SWIMMABLE WATERS, A HUDSON RIVER TEEMING WITH LIFE, AND SAFE AND ABUNDANT DRINKING WATER SUPPLIES.$1,000
SAN ANGELO MUSEUM OF FINE ARTS
ONE LOVE STREETSAN ANGELOTX76903NONEPUBLIC CHARITYTO ESTABLISH AND MAINTAIN A MUSEUM IN ORDER TO HOUSE AND EXHIBIT A PERMANENT COLLECTION OF ART AS WELL AS TO PROVIDE SPACE FOR TRAVELING EXHIBITIONS, FOR THE PURPOSE OF THE ENJOYMENT AND EDUCATION OF THE GENERAL PUBLIC IN SAN ANGELO, TEXAS, THE RURAL COMMUNITIES OF THE CONCHO VALLEY, AND THE STATE OF TEXAS.$3,000
SCENIC HUDSON
ONE CIVIC CENTER PLAZA SUITE 200POUGHKEEPSIENY12601NONEPUBLIC CHARITYTO PRESERVE LAND AND FARMS AND CREATES PARKS THAT CONNECT PEOPLE WITH THE INSPIRATIONAL POWER OF THE HUDSON RIVER, WHILE FIGHTING THREATS TO THE RIVER AND NATURAL RESOURCES THAT ARE THE FOUNDATION OF THE VALLEY'S PROSPERITY.$50,000
SERRV INTERNATIONAL
2901 INTERNATIONAL LANE SUITE 200MADISONWI53704NONEPUBLIC CHARITYTO ERADICATE POVERTY WHEREVER IT RESIDES BY PROVIDING OPPORTUNITY AND SUPPORT TO ARTISANS AND FARMERS WORLDWIDE.$200
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUEMONTGOMERYAL36104NONEPUBLIC CHARITYTO ENSURE THAT THE PROMISE OF THE CIVIL RIGHTS MOVEMENT BECAME A REALITY FOR ALL.$5,500
ST JUDE CHILDREN'S RESEARCH HOSPITAL
220 EAST 42ND STREETNEW YORKNY10017NONEPUBLIC CHARITYTO ADVANCE CURES, AND MEANS OF PREVENTION, FOR PEDIATRIC CATASTROPHIC DISEASES THROUGH RESEARCH AND TREATMENT.$1,000
ST MARKS SCHOOL
2602 EAST 19TH STRRETBROOKLYNNY11235NONEPUBLIC CHARITYTO PROMOTE EDUCATIONAL INTEGRITY, MORAL STRENGTH, PERSONAL RESPONSIBILITY AND CULTURAL AWARENESS.$2,500
STUDIO POTTER
PO BOX 1365NORTHAMPTONMA01061NONEPUBLIC CHARITYTO PROMOTE DISCUSSION OF TECHNOLOGY, CRITICISM, AESTHETICS, AND HISTORY WITHIN THE CERAMICS COMMUNITY.$100
TULANE UNIVERSITY
6823 ST CHARLES AVENUENEW ORLEANSNY70118NONEPUBLIC CHARITYTO CREATE, COMMUNICATE AND CONSERVE KNOWLEDGE IN ORDER TO ENRICH THE CAPACITY OF INDIVIDUALS, ORGANIZATIONS AND COMMUNITIES TO THINK, TO LEARN AND TO ACT AND LEAD WITH INTEGRITY AND WISDOM.$1,000
UNIVERSITY OF MICHIGAN
500 SOUTH STATE STREETANN ARBORMI48109NONEPUBLIC CHARITYTO SERVE THE PEOPLE OF MICHIGAN AND THE WORLD THROUGH PREEMINENCE IN CREATING, COMMUNICATING, PRESERVING AND APPLYING KNOWLEDGE, ART, AND ACADEMIC VALUES, AND IN DEVELOPING LEADERS AND CITIZENS WHO WILL CHALLENGE THE PRESENT AND ENRICH THE FUTURE.$1,000
VISITING NURSE SERVICE
1250 BROADWAYNEW YORKNY10001NONEPUBLIC CHARITYTO PROMOTE THE HEALTH AND WELL-BEING OF PATIENTS, MEMBERS, AND FAMILIES BY PROVIDING HIGH-LEVEL, COST-EFFECTIVE HEALTHCARE IN THE HOME AND COMMUNITY.$1,000
WEILL CORNELL MEDICAL COLLEGE
1300 YORK AVENUENEW YORKNY10065NONEPUBLIC CHARITYTO PROVIDE EXCELLENCE IN PATIENT CARE, SCIENTIFIC DISCOVERY AND THE EDUCATION OF FUTURE PHYSICIANS.$1,000
WNET 13
825 EIGHTH AVENUENEW YORKNY10019NONEPUBLIC CHARITYTO HARNESS THE POWER OF TELEVISION AND ELECTRONIC MEDIA TO INFORM, ENLIGHTEN, ENTERTAIN AND INSPIRE.$1,000
AFRICAN WILDLIFE FOUNDATION
1100 NEW JERSEY AVENUE SE - SUITEWASHINGTONDC20003NONEPUBLIC CHARITYTO ENSURE THAT WILDLIFE AND WILD LANDS THRIVE IN MODERN AFRICA$500900
AMERICAN HUMANE
1400 16TH STREET NW SUITE 360WASHINGTONDC20036NONEPUBLIC CHARITYTO ENSURE THE SAFETY, WELFARE AND WELL-BEING OF ANIMALS$1,300
BRAIN TUMOR FOUNDATION
25 WEST 45TH STREET SUITE 1405NEW YORKNY10036NONEPUBLIC CHARITYTO GUIDE AND SUPPORTS PATIENTS AND FAMILIES DURING THE TURBULENT TIMES FOLLOWING THE DIAGNOSIS OF A BRAIN TUMOR.$2,000
CLL RESEARCH & TREATMENT PROGRAM NORTHWELL HEALTH FDTN
2000 MARCUS AVENUENEW HYDE PARKNY11042NONEPUBLIC CHARITYTO FOSTER A UNIQUE ENVIRONMENT WHERE CLL RESEARCHERS AND CLINICIANS WORK TOGETHER TO DEVELOP THE BEST EVIDENCE-BASED TREATMENT.$500
DIGITAL GREEN
650 CALIFORNIA STREET - 7TH FLOORSAN FRANCISCOCA94108NONEPUBLIC CHARITYTO PROVIDE ASSISTANCE TO SMALLHOLDER FARMERS TO LIFT THEMSELVES OUT OF POVERTY BY HARNESSING THE COLLECTIVE POWER OF TECHNOLOGY AND GRASSROOTS-LEVEL PARTNERSHIPS.$1,300
FRACTURED ATLAS
248 WEST 35TH STREET - 10TH FLOORNEW YORKNY10001NONEPUBLIC CHARITYTO EMPOWER ARTISTS, ARTS ORGANIZATIONS, AND OTHER CULTURAL SECTOR STAKEHOLDERS BY ELIMINATING PRACTICAL BARRIERS TO ARTISTIC EXPRESSION.$100
GOD'S LOVE WE DELIVER
166 AVENUE OF THE AMERICASNEW YORKNY10013NONEPUBLIC CHARITYTO IMPROVE THE HEALTH AND WELL-BEING OF MEN, WOMEN AND CHILDREN LIVING WITH SERIOUS ILLNESSES BY ALLEVIATING HUNGER AND MALNUTRITION.$500
HORSEABILITY
223 STORE HILL ROADOLD WESTBURYNY11568NONEPUBLIC CHARITYTO IMPROVE THE LIVES OF INDIVIDUALS WITH SPECIAL NEEDS THROUGH FACILITATED INTERACTIONS WITH HORSES.$2,500
HUDSON HIGHLAND LAND TRUST
20 NAZARETH WAYGARRISONNY10524NONEPUBLIC CHARITYTO PROTECT THE NATURAL RESOURCES, RURAL CHARACTER, AND SCENIC BEAUTY OF THE HUDSON HIGHLANDS IN NY STATE'S HUDSON VALLEY.$1,000
NATIONAL WILDLIFE FEDERATION
11100 WILDLIFE CENTER DRIVERESTONVA20190NONEPUBLIC CHARITYTO SAVE WILDLIFE THAT ARE SUFFERING DECLINES ACROSS AMERICA, WITH THE GOAL OF INCREASING AMERICA'S FISH AND WILDLIFE POPULATIONS AND ENHANCING THEIR CAPACITY TO THRIVE IN A RAPIDLY CHANGING WORLD.$500
NEW YORK PRESBYTERIAN HOSPITAL
654 WEST 170TH STREETNEW YORKNY10032NONEPUBLIC CHARITYTO PROVIDE THE HIGHEST QUALITY, MOST COMPASSIONATE CARE AND SERVICE TO PATIENTS IN THE NEW YORK METROPOLITAN AREA, NATIONALLY, AND THROUGHOUT THE GLOBE.$1,000
NEW YORK CITY BALLET
20 LINCOLN CENTERNEW YORKNY10023NONEPCTO MAKE BALLET ACCESSIBLE TO THE WIDEST POSSIBLE PUBLIC THROUGH TOURING, EDUCATION PROGRAMS, THE CREATIVE USE OF MEDIA, AND OTHER OUTREACH EFFORTS.$50
NEW YORK LEAGUE OF CONSERVATION VOTERS
30 BROAD STREET 30TH FLOORNEW YORKNY10004NONEPUBLIC CHARITYTO FIGHT FOR CLEAN WATER, CLEAN AIR, RENEWABLE ENERGY AND OPEN SPACE THROUGH POLITICAL ACTION.$500
POTTERS FOR PEACE
PO BOX 113DODGEVILLEWI53533NONEPUBLIC CHARITYTO WORK WITH SUBSISTENCE POTTERS IN CENTRAL AMERICA AND WORK THROUGHOUT THE WORLD TO ASSIST WITH THE ESTABLISHMENT OF FACTORIES THAT PRODUCE CERAMIC WATER FILTERS.$1,300
WOMEN FOR WOMEN INTERNATIONAL
2000 M STREET NW - SUITE 200WASHINGTONDC20036NONEPUBLIC CHARITYTO SUPPORT THE MOST MARGINALIZED WOMEN TO EARN AND SAVE MONEY, IMPROVE HEALTH AND WELL-BEING, INFLUENCE DECISIONS IN THEIR HOME AND COMMUNITY, AND CONNECT TO NETWORKS FOR SUPPORT.$1,300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$201,300TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,334ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$39,960ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$264,656ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$308,950ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$308,950TotalIncomeProducingActyAmt

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

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 PersonEDITH A EHRLICHContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11070 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10128ZIPCd
FieldValueIRS element (for citing)
Total Contributions$364,252TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1,160 SHS. - PANERA BREAD COMPANYNoncashPropertyDesc
Fair Market Value$364,252FairMarketValueAmt
Received2017-06-06ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$10,825Amt
Net Investment Income$2,165NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,660DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INTL BUSINESS MACHINES CORP$954$114,298
LIBERTY MEDIA CORP SER A$1,446$14,840
LIBERTY MEDIA CORP SER C$2,761$29,925
ABBOTT LABORATORIES$22,734$85,605
ABBVIE INC$24,654$145,065
PFIZER$39,313$61,284
SONY CORP$48,608$134,850
BRISTOL MEYERS SQUIBB$50,005$54,355
SMUCKER JM CO$52,960$74,544
NESTLE$75,363$98,892
COSTCO WHOLESALE CORP$78,345$139,590
MEDTRONIC PLC$56,327$59,378
AT&T INC.$17,317$64,696
DELL TECHNOLOGIES$10,478$18,044

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
LEGG MASON BW ABSOLUTE RETURN OPPORTUNITIES FUNDAT COST$53,952$52,008
VANGUARDAT COST$49,994$62,733
GOLDMAN SACHS CORE FIXED INCOME FUNDAT COST$215,253$212,568
GOLDMAN SACHS SHORT DURATION MUTUAL FUNDAT COST$401,089$400,684

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescEXCESS OF FMV OVER COST OF CONTRIBUTED SECURITIESDesc
Amt$263,981Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CUSTODIAL AGENT FEES$136$136$0
NYS FILING FEE$250$0$250
BANK FEE$64$64$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonEDITH A EHRLICHPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11070 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10128ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN WITHHOLDING TAXCategoryTxt
Amt$1,295Amt
Net Investment Income$1,295NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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