TREIBER FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- TREIBER FAMILY FOUNDATION (EIN 11-3440919)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-27
- IRS object ID
- 201841789349100704
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-27T10:20:06-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112896024 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID A BLACK CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 ROBBINS DRIVE | AddressLine1Txt |
| City | EAST WILLISTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11596 | 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 | 113440919 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Treiber Family FoundationInc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TREI | BusinessNameControlTxt |
| Phone | 5162144044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 377 Oak Street No 410 | AddressLine1Txt |
| City | Garden City | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H CRAIG TREIBER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5162144044 | PhoneNum |
| Signature | 2018-06-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00117902 | PTIN |
| Phone | 5162946638 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $2,450,119 | 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 | $316,297 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $57,543 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,494 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $341,915 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,065,324 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $341,915 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $715,756 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $399,410 | 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 | $9,263 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,632 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $709 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,630 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,266 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,602 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,898 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $403,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $403,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $431,452 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,898 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $403,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $284,304 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $379,512 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,483 | CashBOYAmt |
| Cash EOY | $30,164 | CashEOYAmt |
| Cash EOYFMV | $30,164 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $75,274 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $93,776 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $93,776 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,897,386 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,140,507 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,326,179 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,980,143 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,264,447 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,450,119 | 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 | $1,980,143 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,264,447 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,980,143 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,264,447 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,980,143 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,264,447 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,980,143 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $284,304 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,264,447 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,264,447 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE SCHEDULE I | D | 2016-01-01 | 2017-12-31 | $175,004 | $9,484 | $165,520 | $165,520 |
| SEE SCHEDULE II | P | 2017-01-01 | 2017-12-31 | $54,015 | $49,041 | $4,974 | $4,974 |
| SEE SCHEDULE II | P | 2016-01-01 | 2017-12-31 | $413,899 | $292,343 | $121,556 | $121,556 |
| SEE SCHEDULE II | P | 2016-01-01 | 2017-12-31 | $78,668 | $40,059 | $38,609 | $38,609 |
| SEE SCHEDULE III | P | 2017-01-01 | 2017-12-31 | $3,821 | $3,286 | $535 | $535 |
| SEE SCHEDULE III | P | 2016-01-01 | 2017-12-31 | $38,946 | $30,940 | $8,006 | $8,006 |
| SEE SCHEDULE IV | P | 2017-01-01 | 2017-12-31 | $38,633 | $38,996 | -$363 | -$363 |
| SEE SCHEDULE IV | P | 2017-01-01 | 2017-12-31 | $4,021 | $4,021 | $0 | $0 |
| SEE SCHEDULE IV | P | 2016-01-01 | 2017-12-31 | $87,432 | $87,559 | -$127 | -$127 |
| SEE SCHEDULE IV | P | 2016-01-01 | 2017-12-31 | $3,007 | $3,007 | $0 | $0 |
| SEE SCHEDULE V | P | 2017-01-01 | 2017-12-31 | $2,061 | $2,061 | $0 | $0 |
| SEE SCHEDULE V | P | 2016-01-01 | 2017-12-31 | $28,259 | $28,918 | -$659 | -$659 |
| SEE SCHEDULE VI | P | 2016-01-01 | 2017-12-31 | $19,768 | $20,380 | -$612 | -$612 |
| SEE SCHEDULE VI | P | 2016-01-01 | 2017-12-31 | $112,736 | $109,333 | $3,403 | $3,403 |
| SEE SCHEDULE VI | P | 2016-01-01 | 2017-12-31 | $4,194 | $3,981 | $213 | $213 |
| Capital Gains Dividends | P | $860 | $860 | $860 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $341,915 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $223,505 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,071,082 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.107917 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $338,233 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,215,106 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.152694 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $269,446 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,436,772 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.110575 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $288,792 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,382,560 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.121211 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $226,094 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,539,089 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.089045 | DistributionYr5Rt |
| Total Distribution | 0.581442 | TotalDistributionRt |
| Average Distribution | 0.116288 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,225,797 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $258,833 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,795 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $262,628 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $403,850 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,795 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,795 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,795 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,600 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,805 | OverpaymentAmt |
| Applied To ES Tax | $2,805 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | H Craig Treiber | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5162144044 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 377 Oak Street | AddressLine1Txt |
| City | Garden City | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| H Craig Treiber | ||||||||
| 7 Tanglewood Lane | Sea Cliff | NY | 11579 | President | 0.00 | $0 | $0 | $0 |
| John H Treiber | ||||||||
| 394 Charles Street | East Williston | NY | 11596 | Vice President | 0.00 | $0 | $0 | $0 |
| Scott R Treiber | ||||||||
| 112 Blair Road | Oyster Bay Cove | NY | 11771 | Treasurer | 0.00 | $0 | $0 | $0 |
| Peter S Treiber | ||||||||
| 5 Tanglewood Lane | Sea Cliff | NY | 11579 | Secretary | 0.00 | $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 | $2,163,968 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $95,724 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,259,692 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,259,692 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,895 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,225,797 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $111,290 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $111,290 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,795 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,795 | TotalTaxAmt |
| Distributable Before Adj | $107,495 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $107,495 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $107,495 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $403,850 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $403,850 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,795 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $400,055 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $107,495 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $104,652 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $173,880 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $153,405 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $231,860 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $121,460 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $785,257 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $403,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $107,495 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $296,355 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,081,612 | 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 | $104,652 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $976,960 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $173,880 | ExcessFromYear4Amt |
| Excess From Year3 | $153,405 | ExcessFromYear3Amt |
| Excess From Year2 | $231,860 | ExcessFromYear2Amt |
| Excess From Year1 | $121,460 | ExcessFromYear1Amt |
| Excess From Current Year | $296,355 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| CAMP DUDLEY YMCA INC | |||||||
| 126 Dudley Road | Westport | NY | 12993 | Public Charity | General FundGeneral FundBuilding Fund | $50,000 | |
| CHAMINADE DEVELOPMENT FUND | |||||||
| Jackson Avenue | Mineola | NY | 11501 | PUblic Charity | General Fund | $1,000 | |
| CHILDREN OF CHINA PEDIATRICS FOUNDATION | |||||||
| PO Box 5594 Rockefeller Station | New York | NY | 10185 | Public Charity | General FundGeneral Fund | $5,000 | |
| COMMUNITY CHURCH OF SYOSSET | |||||||
| 36 Church Street | Syosset | NY | 11791 | Public Charity | General FundGeneral FundGeneral Fund | $250 | |
| EPISCOPAL MINISTRIES OF LONG ISLAND | |||||||
| 36 Cathedral Place | Garden City | NY | 11530 | Public Charity | General Fund | $5,000 | |
| FAMILY AND CHILDREN'S ASSOCIATION | |||||||
| 100 East Old Country Road | Mineola | NY | 11501 | Public Charity | Program Development | $15,000 | |
| FORT TICONDEROGA | |||||||
| 100 Fort Ticonderoga Road | Fort Ticonderoga | NY | 12883 | Public Charity | General Fund | $50,000 | |
| HARBORING HEARTS | |||||||
| 601 West 26th Street325 | New York | NY | 10001 | Public Charity | General Fund | $1,000 | |
| HUDSON HEADWATERS HEALTH FOUNDATION | |||||||
| 9 Carey Road | Queensbury | NY | 12804 | Public Charity | General Fund | $5,000 | |
| IABF INSURANCE AGENTS AND BROKERS FOUNDATION | |||||||
| 150 Dartmouth Drive | Hicksville | NY | 11801 | Public Charity | General Fund | $10,000 | |
| LAKE GEORGE LAND CONSERVANCY | |||||||
| PO Box 1250 Lake Shore Drive | Bolton Landing | NY | 12814 | Public Charity | Land Purchase | $10,000 | |
| Lauren Bower | |||||||
| 67 Mist | Westbury | NY | 11590 | Individual | Scholarship | $13,000 | None |
| LONG ISLAND ASSOCIATION | |||||||
| 300 Broadhollow Road 110W | Melville | NY | 11747 | Public Charity | General Fund | $4,500 | |
| LONG ISLAND GOLF ASSOCIATION | |||||||
| 114 Old Country Road | Mineola | NY | 11501 | Public Charity | General Fund | $5,000 | |
| MAKE A WISH FOUNDATION OF METRO NEW YORK | |||||||
| 1111 Marcus Avenue Suite LL22 | Lake Success | NY | 11042 | Public Charity | General Fund | $15,000 | |
| METROPOLITAN GOLF ASSOCIATION FOUNDATION | |||||||
| 49 Knollwood Road | ELMSFORD | NY | 10523 | Private Foundation | General Fund | $7,500 | |
| METROPOLITAN PGA INC | |||||||
| 49 Knollwood Road | Elmsford | NY | 10523 | Private Foundation | General Fund | $22,500 | |
| NORTH COUNTRY MINISTRY | |||||||
| 3933 Main Street | Warrensburg | NY | 12885 | Public Charity | General Fund | $5,000 | |
| North Shore Woman's Club | |||||||
| 29 Sheppard Street | Glen Head | NY | 11545 | Private Foundation | General Fund | $500 | |
| Northwell Health Foundation | |||||||
| 125 Community Drive | Great Neck | NY | 11021 | Public Charity | General | $30,000 | |
| NYUWINTHROP UNIVERSITY HOSPITAL | |||||||
| 286 Old Country Road | Mineola | NY | 11501 | Public Charity | Building Fund | $8,000 | |
| PROVIDENCE HOUSE | |||||||
| 701 Lexington Avenue | Brooklyn | NY | 11221 | Public Charity | General Fund | $2,500 | |
| RotaCare | |||||||
| 532 Mineola Avenue | Carle Place | NY | 11514 | Public Charity | General | $5,000 | |
| SCO FAMILY OF SERVICES | |||||||
| 1 Alexander Place | Glen Cove | NY | 11542 | Public Charity | General Fund | $70,250 | |
| SEA CLIFF - GLEN HEAD LIONS FOUNDATION | |||||||
| PO Box 102 | Sea Cliff | NY | 11579 | Public Charity | General Fund | $2,500 | |
| SISTERS OF ST DOMINIC | |||||||
| 555 Albany Avenue | Amityville | NY | 11701 | PUblic Charity | General Fund | $100 | |
| ST ANN'S CEMETERY | |||||||
| 257 Middle Road | Sayville | NY | 11782 | Public Charity | General Fund | $2,400 | |
| St Lukes Episcopal Church | |||||||
| Glen Avenue | Sea Cliff | NY | 11579 | Public Charity | Capital Improvements | $5,000 | |
| ST Paul's Episcopal Church | |||||||
| 28 Highland Road | Glen Cove | NY | 11542 | Public Charity | General Fund | $1,850 | |
| The Fund for Lake George | |||||||
| PO Box 352 | Lake George | NY | 12845 | Public Charity | General Fund | $20,000 | |
| THE LAB SCHOOL OF WASHINGTON | |||||||
| 4759 Reservoir Road NW | Washington | DC | 200071921 | Public Charity | General FundGeneral FundGeneral Fund | $2,500 | |
| The Open Door | |||||||
| PO Box 3306 | Glens Falls | NY | 12801 | Public Charity | General Fund | $25,000 | |
| VISION WALK FOUNDATION FOR FIGHTING BLINDNESS | |||||||
| 225 West 34th Street Suite 1708 | New York | NY | 10122 | public Charity | General Fund | $1,000 | |
| YMCA OF LONG ISLAND INC | |||||||
| 121 Dosoris Lane | Glen Cove | NY | 11542 | Public Charity | General Fund | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $403,850 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $57,543 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $341,915 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $399,459 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $399,459 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | The dividends and capital gains earned on the funds investments fund its charitable contributions. | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| H CRAIG TREIBER | |||||||
| 1 | 7 TANGLEWOOD LANE | SEA CLIFF | NY | 11579 | $270,517 | Yes (X) | |
| H CRAIG TREIBER | |||||||
| 2 | 7 TANGLEWOOD LANE | Sea CLIFF | NY | 11579 | $29,780 | Yes (X) | |
| PETER S TREIBER | |||||||
| 3 | 5 TANGLEWOOD LANE | SEA CLIFF | NY | 11579 | $16,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (36 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 177 Shares Abbott Labs | $9,514 | 2017-10-03 |
| 1 | 114 Shares Altria Group | $7,224 | 2017-10-03 |
| 1 | 76 Shares Prologis | $4,840 | 2017-10-03 |
| 1 | 195 Shares AT&T | $7,699 | 2017-10-03 |
| 1 | 85 Shares Apple Inc. | $13,130 | 2017-10-03 |
| 1 | 41 Shares Camden Property | $3,735 | 2017-10-03 |
| 1 | 154 Shares Carnival Corp Paired | $9,871 | 2017-10-03 |
| 1 | 73 Chevron Corp. | $8,601 | 2017-10-03 |
| 1 | 228 Shares Cisco Systems Inc. | $7,717 | 2017-10-03 |
| 1 | 144 Shares Coca Cola | $6,506 | 2017-10-03 |
| 1 | 92 Shares Dow Dupont | $6,473 | 2017-10-03 |
| 1 | 68 Shares Honeywell | $9,702 | 2017-10-03 |
| 1 | 58 Shares Home Depot | $9,580 | 2017-10-03 |
| 1 | 114 Shares JP Morgan Chase | $11,098 | 2017-10-03 |
| 1 | 76 Shares Johnson & Johnson | $10,040 | 2017-10-03 |
| 1 | 31 Shares Lockheed Martin | $9,699 | 2017-10-03 |
| 1 | 118 Shares Merck & Co. | $7,596 | 2017-10-03 |
| 1 | 58 Shares Medtronic | $4,531 | 2017-10-03 |
| 1 | 38 Shares McDonalds | $5,961 | 2017-10-03 |
| 1 | 174 Shares Microsoft | $12,921 | 2017-10-03 |
| 1 | 93 Shares General Mills | $4,773 | 2017-10-03 |
| 1 | 108 Shares Nielsen Holdings | $4,464 | 2017-10-03 |
| 1 | 108 Shares Occidental Petroleum | $6,910 | 2017-10-03 |
| 1 | 76 Shares PG & E | $5,192 | 2017-10-03 |
| 1 | 70 Shares PNC financial | $9,393 | 2017-10-03 |
| 1 | 65 Shares Pepsico | $7,093 | 2017-10-03 |
| 1 | 274 Shares Pfizer | $9,902 | 2017-10-03 |
| 1 | 72 Shares Proctor & Gamble | $6,633 | 2017-10-03 |
| 1 | 578 Shares Regal Entertainment Gp | $9,820 | 2017-10-03 |
| 1 | 42 Shares Sempra Energy | $4,783 | 2017-10-03 |
| 1 | 12 Shares Simon Properties | $1,908 | 2017-10-03 |
| 1 | 95 Shares Sysco | $5,105 | 2017-10-03 |
| 1 | 138 Shares total SA | $7,433 | 2017-10-03 |
| 1 | 30 Shares 3M | $6,437 | 2017-10-03 |
| 1 | 61 Shares Union Pacific | $7,008 | 2017-10-03 |
| 1 | 130 Shares Wells Fargo | $7,225 | 2017-10-03 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $9,263 | Amt |
| Net Investment Income | $4,632 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH INVESTMENT ACCOUNTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,140,507 | BookValueAmt |
| EOYFMV | $2,326,179 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| New York State Fee | $250 | $0 | $0 |
| Investment Management Fee | $15,266 | $15,266 | $0 |
| Telephone | $1,711 | $0 | $0 |
| Office Supplies, Postage and Misc Expenses | $403 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Excise Taxes | CategoryTxt |
| Amt | $709 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |