SYRIL H AND WALTER A FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SYRIL H AND WALTER A FAMILY FOUNDATION INC (EIN 46-3207425)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-08
- IRS object ID
- 201822519349100202
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-08T09:09:44-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050575657 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sosin & Kriegel LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Marcus Avenue Suite 2E4 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463207425 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Syril H and Walter A Frank Family | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SYRI | BusinessNameControlTxt |
| Phone | 5164828053 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 South Circle Drive | AddressLine1Txt |
| City | Great Neck | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Syril Frank | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-09-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Leonard E Kriegel CPA | PreparerPersonNm |
| PTIN | P00037555 | PTIN |
| Phone | 5165704600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $234,711 | 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 | $2,156 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $38 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,848 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,848 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,903 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $119,466 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,903 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $29,945 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,789 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,156 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,206 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,075 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,075 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,281 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,664 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,789 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,318 | CashBOYAmt |
| Cash EOY | $2,958 | CashEOYAmt |
| Cash EOYFMV | $2,958 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $80 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $80 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $154,144 | CorporateStockBOYAmt |
| Corporate Stock EOY | $181,088 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $204,203 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $26,831 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $26,831 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $27,470 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $194,293 | TotalAssetsBOYAmt |
| Total Assets EOY | $210,957 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $234,711 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $194,293 | RetainedEarningBOYAmt |
| Retained Earning EOY | $210,957 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $194,293 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $210,957 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $194,293 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $210,957 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $194,293 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,664 | ExcessRevenueOverExpensesAmt |
| Subtotal | $210,957 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $210,957 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3586 Unit FT Dow Target 10 Mar 16 | P | 2016-03-10 | 2017-03-10 | $41,155 | $35,501 | $5,654 | $5,654 |
| 2000 Nuveen High Income Dec 19 Tar | P | 2016-05-10 | 2017-07-13 | $20,200 | $20,000 | $200 | $200 |
| 3461 Unit AAM Hight 50 Dividend 16 | P | 2016-03-31 | 2017-04-06 | $38,383 | $33,867 | $4,516 | $4,516 |
| 100 Balchem CP | P | 2006-11-22 | 2017-03-15 | $8,266 | $1,157 | $7,109 | $7,109 |
| 868 Unit Gugg US 50 Dividend 8 | P | 2016-06-06 | 2017-07-10 | $8,983 | $8,925 | $58 | $58 |
| 892.25 Unit AAM High 50 Dividend 16-1Q | P | 2011-01-01 | 2017-03-25 | $892 | $1,222 | -$330 | -$330 |
| 891.01 Unit AAM High 50 Dividend 16-1Q | P | 2011-01-01 | 2017-10-25 | $891 | $891 | ||
| Tekla Health Care Oppty Fund | P | 2011-01-01 | 2017-12-31 | $696 | $696 | $696 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,903 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,654 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,764 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $215,532 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05922 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,113 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $222,609 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04543 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $20,975 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $243,008 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.08631 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $247,586 | NetVlNoncharitableAssetsYr4Amt |
| Total Distribution | 0.190964 | TotalDistributionRt |
| Average Distribution | 0.047741 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $233,542 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,150 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $278 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,428 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,075 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $556 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $556 | SubtotalAmt |
| Tax Based On Investment Income | $556 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,167 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,167 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,611 | OverpaymentAmt |
| Applied To ES Tax | $1,611 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leonard Kriegel CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5165704600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Marcus Ave Ste 2E4 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Syril H Frank | ||||||
| 7 South Circle Drive | Great Neck | NY | 11021 | PRES/DIRECTOR | 1.00 | $0 |
| Robert F Goldhirsch | ||||||
| PO Box 190-111 | Brian Head | UT | 84719 | Director | 0.25 | $0 |
| Douglas C Goldhirsch | ||||||
| 26 Crow Point Lane | Trevett | ME | 04571 | treas/director | 0.25 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $227,844 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,254 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $237,098 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $237,098 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,556 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $233,542 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,677 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,677 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $556 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $556 | TotalTaxAmt |
| Distributable Before Adj | $11,121 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,121 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,121 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,075 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $11,075 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $11,075 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,121 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $3,892 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $507 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,459 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,858 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,075 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,075 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $46 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $46 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,812 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $6,812 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $3,846 | ExcessFromYear3Amt |
| Excess From Year2 | $507 | ExcessFromYear2Amt |
| Excess From Year1 | $2,459 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Syril H Frank | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| St Labre Indian School | |||||||
| 1000 Tongue River Road | Ashland | MT | 59003 | None | 501(c)(3) | General | $1,000 |
| American Society of Yad Vashem Inc | |||||||
| 500 Fifth Avenue 42nd Fl | New York | NY | 10110 | None | 501(c)(3) | General | $350 |
| Dorot | |||||||
| 171 West 85th Street | New York | NY | 10024 | None | 501(c)(3) | General | $860 |
| The Jewish Foundation for the Right | |||||||
| 305 Seventh Avenue 19th Fl | New York | NY | 10001 | None | 501(c)(3) | General | $250 |
| Simon Wiesenthal Center | |||||||
| 1399 South Roxbury Drive | Los Angeles | CA | 90035 | None | 501(c)(3) | General | $850 |
| US Holocaust Memorial Museum | |||||||
| 100 Raoul Wallenberg Place SW | Washington | DC | 20024 | None | 501(c)(3) | General | $350 |
| United Service Organizations | |||||||
| PO Box 96860 | Washington | DC | 20077 | None | 501(c)(3) | General | $1,000 |
| HIAS | |||||||
| 333 Seventh Avenue | New York | NY | 10001 | None | 501(c)(3) | General | $500 |
| The Juilliard School | |||||||
| 60 Lincoln Center Plaza | New York | NY | 10023 | None | 501(c)(3) | General | $1,250 |
| Visiting Nurse Service of NY | |||||||
| 107 East 70th Street | New York | NY | 10021 | None | 501(c)(3) | General | $275 |
| The ALS Association | |||||||
| PO Box 6051 | Albert Lea | MN | 56007 | None | 501(c)(3) | General | $1,000 |
| The Salvation Army | |||||||
| 120 W 14th Street | New York | NY | 10011 | None | 501(c)(3) | General | $300 |
| Disabled American Vets | |||||||
| 3725 Alexandria Pike | Cold Spring | KY | 41076 | None | 501(c)(3) | General | $500 |
| Elem Youth in Deistress in Israel | |||||||
| 270 Madison Avenue Rm 1501 | New York | NY | 10016 | None | 501(c)(3) | General | $500 |
| National Sept 11 Memorial Museum | |||||||
| 180 Greenwich Street | New York | NY | 10007 | None | 501(c)(3) | General | $140 |
| Native American Heritage Assn | |||||||
| 830 John Marshall Hwy | Front Royal | VA | 22630 | None | 501(c)(3) | General | $500 |
| New York Philharmonic | |||||||
| 10 Lincoln Center Plaza | New York | NY | 10023 | None | 501(c)(3) | General | $200 |
| Parent Possible | |||||||
| 800 Grant Street Ste 200 | Denver | CO | 80203 | None | 501(c)(3) | General | $250 |
| Second Helpings Atlanta Inc | |||||||
| PO Box 720582 | Atlanta | GA | 30358 | None | 501(c)(3) | General | $250 |
| The Himalayan Cataract Project | |||||||
| PO Box 55 | Waterbury | VT | 05676 | None | 501(c)(3) | General | $500 |
| The Nature Conservancy | |||||||
| 4245 N Fairfax Drive Ste 100 | Arlington | VA | 22203 | None | 501(c)(3) | General | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,075 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,848 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,903 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $27,789 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,789 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Bookkeeping services; tax preparation | CategoryTxt |
| Amt | $2,156 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JP Morgan Chase & Co 6.1% Fxd to 10/1/24 | BondNm |
| EOY Book Value | $26,831 | EOYBookValueAmt |
| EOYFMV | $27,470 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Balchem CP | $3,472 | $24,180 |
| Tekla Healthcare Opp Fund | $20,000 | $17,520 |
| Bank of America Corp 6.5% Pref | $30,000 | $32,424 |
| Eaton Vance Flt-Rate 2022 TR | $20,000 | $18,480 |
| Nuveen Credit Opp 2022 Target | $20,000 | $18,980 |
| Unit First Trust Dow Target 10 Mar 2017 | $41,154 | $45,301 |
| Unit AAM High 50 Dividend Strategy 2017- | $37,488 | $37,867 |
| Unit Guggenheim US Div Strategy 13 | $8,974 | $9,451 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Fees | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Syril H Frank | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 South Circle Drive | AddressLine1Txt |
| City | Great Neck | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11021 | ZIPCd |
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