THE LYNN AND ROBERT AIMMER FAMILY FOUNDATION FOR JOHN DALSHEIM: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE LYNN AND ROBERT AIMMER FAMILY FOUNDATION FOR JOHN DALSHEIM (EIN 20-6066441)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-26
- IRS object ID
- 201831779349100403
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-26T07:55:41-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132620561 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNICK GARBER & SANDLER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | 206066441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LYNN AND ROBERT ZIMMER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION (FOR JOHN DALSHEIM) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LYNN | BusinessNameControlTxt |
| Phone | 2035320044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 BYRAM SHORE ROAD | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT ZIMMER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2035320044 | PhoneNum |
| Signature | 2018-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELE ROSENBERG | PreparerPersonNm |
| PTIN | P01346138 | PTIN |
| Phone | 2125573900 | PhoneNum |
| Preparation | 2018-06-06 | PreparationDt |
| 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 | $1,364,449 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $485 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $485 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,304 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,304 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,686 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $184,299 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,686 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $42,475 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,475 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,400 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,339 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,339 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,239 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,339 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $81,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $81,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,739 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,339 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $81,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$60,264 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,136 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $112,298 | CashBOYAmt |
| Cash EOY | $23,613 | CashEOYAmt |
| Cash EOYFMV | $23,613 | CashEOYFMVAmt |
| Corporate Stock BOY | $638,856 | CorporateStockBOYAmt |
| Corporate Stock EOY | $691,282 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,163,410 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $174,490 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $150,504 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $150,216 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,957 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,938 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,210 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $935,601 | TotalAssetsBOYAmt |
| Total Assets EOY | $875,337 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,364,449 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $935,601 | RetainedEarningBOYAmt |
| Retained Earning EOY | $875,337 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $935,601 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $875,337 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $935,601 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $875,337 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $935,601 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$60,264 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $875,337 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $875,337 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| AMERICAN EAGLE OUTFITERS | 2015-07-20 | 2017-05-16 | $15,687 | $20,548 | -$4,861 | -$4,861 |
| CELGENE CORP. | 2013-06-25 | 2017-10-26 | $21,844 | $12,870 | $8,974 | $8,974 |
| SCHLUMBERGER LTD. | 2015-11-04 | 2017-11-02 | $19,053 | $24,252 | -$5,199 | -$5,199 |
| AT&T INC. | 2012-12-20 | 2017-12-01 | $25,000 | $25,013 | -$13 | -$13 |
| CARDINAL HEALTH | 2013-02-21 | 2017-06-15 | $50,000 | $50,820 | -$820 | -$820 |
| DIAGO PLC | 2006-04-05 | 2017-04-19 | $22,839 | $12,805 | $10,034 | $10,034 |
| DIAGO PLC | 2009-05-06 | 2017-04-19 | $11,420 | $5,129 | $6,291 | $6,291 |
| PEOPLES UNITED FINANCIAL | 2010-06-15 | 2017-03-30 | $18,456 | $14,176 | $4,280 | $4,280 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,686 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $66,100 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,214,369 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054432 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $120,900 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,254,250 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.096392 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $76,300 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,282,892 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059475 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $158,015 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,300,412 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.121511 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $140,709 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $854,429 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.164682 | DistributionYr5Rt |
| Total Distribution | 0.496492 | TotalDistributionRt |
| Average Distribution | 0.099298 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,303,803 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $129,465 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $261 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $129,726 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $81,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $523 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $523 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $523 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $752 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,752 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,229 | OverpaymentAmt |
| Applied To ES Tax | $1,229 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNICK GARBER & SANDLER LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125573900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT ZIMMER | ||||||||
| 75 BYRAM SHORE ROAD | GREENWICH | CT | 06830 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| LYNN ZIMMER | ||||||||
| 75 BYRAM SHORE ROAD | GREENWICH | CT | 06830 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,248,253 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,405 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,323,658 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,323,658 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,855 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,303,803 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,190 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,190 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $523 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $523 | TotalTaxAmt |
| Distributable Before Adj | $64,667 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $64,667 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $64,667 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $81,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $81,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $81,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,667 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $98,922 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $93,800 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,065 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $58,984 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,346 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $271,117 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $81,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $64,667 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,833 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $287,950 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $98,922 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $189,028 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $93,800 | ExcessFromYear4Amt |
| Excess From Year3 | $13,065 | ExcessFromYear3Amt |
| Excess From Year2 | $58,984 | ExcessFromYear2Amt |
| Excess From Year1 | $6,346 | ExcessFromYear1Amt |
| Excess From Current Year | $16,833 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT ZIMMER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 BYRAM SHORE ROAD | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2035320044 | RecipientPhoneNum |
| Form And Info And Materials | LETTER WITH A DESCRIPTION OF THE USE OF GRANT FUNDS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALPERT JEWISH FAMILY AND CHILDRENS SERVICE | |||||||
| 5841 CORPORATE WAY 200 | WEST PALM BEACH | FL | 33407 | NONE | PUBLIC CHARITY | PROVIDE NEEDED SOCIAL SERVICES TO INDIVIDUALS & FAMILIES | $10,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56 STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | TO ENHANCE THE WELL-BEING OF THE JEWISH PEOPLE AND ISRAEL, AND TO ADVANCE HUMAN RIGHTS AND DEMOCRATIC VALUES IN THE UNITED STATES AND AROUND THE WORLD. | $30,000 |
| KRAVIS CENTER FOR THE PERFORMING ARTS | |||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | ENHANCE THE QUALITY OF LIFE BY SUPPORTING THE ARTS | $20,000 |
| METROPOLIS COUNTRY CLUB FOUNDATION | |||||||
| 289 DOBBS FERRY ROAD | WHITE PLAINS | NY | 10607 | NONE | PUBLIC CHARITY | TO SUPPORT GIFTED INDIVIDUALS AND LOCAL ORGANIZATIONS IN SURROUNDING COMMUNITIES. | $500 |
| HYDROCEPHALUS ASSOCIATION | |||||||
| 4340 EAST WEST HIGHWAY SUITE 905 | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | TO ACCELERATE CRITICAL RESEARCH, EXPAND PATIENT SUPPORT AND EDUCATION, AND RAISE UNPRECEDENTED PUBLIC AWARENESS ABOUT HYDROCEPHALUS. | $1,000 |
| CONGREGATION EMANU-EL OF WESTCHESTER | |||||||
| 2125 WESTCHESTER AVENUE | RYE | NY | 10580 | NONE | PUBLIC CHARITY | TO CONTINUOUSLY FOSTER REFORM JEWISH LIFE AMONG ALL OUR CONGREGANTS | $15,000 |
| HARLEM HOSPITAL CENTER | |||||||
| 506 LENOX AVENUE | NEW YORK | NY | 10037 | NONE | PUBLIC CHARITY | TO ENGAGE IN AND SUPPORT ACTIVITIES THAT PROMOTE THE WORK OF HARLEM HOSPITAL. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $81,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $485 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,304 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,686 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,475 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,475 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB - CORPORATE BONDS | BondNm |
| EOY Book Value | $150,504 | EOYBookValueAmt |
| EOYFMV | $150,216 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB - EQUITIES | StockNm |
| EOY Book Value | $691,282 | EOYBookValueAmt |
| EOYFMV | $1,163,410 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB - OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $9,938 | BookValueAmt |
| EOYFMV | $27,210 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $16,336 | $16,336 | $0 |
| INVESTMENT FEE | $3 | $3 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $1,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments