RITA AND BURT TANSKY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- RITA AND BURT TANSKY FOUNDATION (EIN 45-3516217)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-08-15
- IRS object ID
- 201842279349100104
- Schema version
- 2016v3.0
- 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 Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-15T08:28:34-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 300075447 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEUFIELD DOUDNA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 VOSENKILL ROAD | AddressLine1Txt |
| City | ATHENS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453516217 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RITA & BURT TANSKY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RITA | BusinessNameControlTxt |
| Phone | 2129243191 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O NDLLC 220 VOSENKILL RD | AddressLine1Txt |
| City | ATHENS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BURT TANSKY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2129243191 | PhoneNum |
| Signature | 2018-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAT DOUDNA | PreparerPersonNm |
| PTIN | P00448454 | PTIN |
| Phone | 2129243191 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $5,283,326 | 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 | $300,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,269 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,269 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,339 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,339 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $979,417 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,758,801 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $979,417 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $19,461 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $19,461 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,358,486 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,058,486 | 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 | $8,877 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,658 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,219 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,734 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,734 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,280 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $436 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $72,891 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,828 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,219 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $408,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $408,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $481,391 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,828 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $410,719 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $877,095 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,008,658 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $3 | CashEOYAmt |
| Cash EOYFMV | $3 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $109,805 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $212,659 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $212,659 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,877,286 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,588,773 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,070,664 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,987,091 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,801,435 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,283,326 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,987,091 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,801,435 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,987,091 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,801,435 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,987,091 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,801,435 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,987,091 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $877,095 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,864,186 | SubtotalAmt |
| Other Decreases | $62,751 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,801,435 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| GOLDMAN SACHS 761-7 PUBLICLY TRADED SECURITIES | $656,593 | $532,628 | $123,965 | $123,965 | |
| GOLDMAN SACHS 745-2/760-9 PUBLICLY TRADED SECURITIES | $5,102,208 | $4,246,756 | $855,452 | $855,452 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $979,417 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $275,742 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,707,589 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058574 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $267,909 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,532,241 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059112 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $488,825 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,442,208 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.142009 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $128,690 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,324,101 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.097190 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $16,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,104,455 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.015166 | DistributionYr5Rt |
| Total Distribution | 0.372051 | TotalDistributionRt |
| Average Distribution | 0.074410 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,943,982 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $367,882 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,087 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $377,969 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $410,719 | 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 | $10,087 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,087 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,087 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $10,413 | OverpaymentAmt |
| Applied To ES Tax | $10,413 | 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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NEUFIELD DOUDNA LLC | IndividualWithBooksNm |
| Phone | 2129243191 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 VOSENKILL ROAD | AddressLine1Txt |
| City | ATHENS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12015 | 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| BURT TANSKY | |||||||||
| C/O NEUFIELD DOUDNA LLC 220 | VOSENKILL ROAD | ATHENS | NY | 12015 | TRUSTEE/PART-TIME | 1.00 | $0 | $0 | $0 |
| RITA TANSKY | |||||||||
| C/O NEUFIELD DOUDNA LLC 220 | VOSENKILL ROAD | ATHENS | NY | 12015 | TRUSTEE/PART-TIME | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATIONS IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. IT'S PRIMARY PURPOSE IS TOSUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | INTERNAL REVENUE CODE SECTION 501(C)(3) | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
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 | $4,848,972 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $170,299 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,019,271 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,019,271 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,289 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,943,982 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $247,199 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $247,199 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,087 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,087 | TotalTaxAmt |
| Distributable Before Adj | $237,112 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $237,112 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $237,112 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $410,719 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $410,719 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,087 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $400,632 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $237,112 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $31,739 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $323,411 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $65,560 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $44,695 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $465,405 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $410,719 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $237,112 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $173,607 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $639,012 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $639,012 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $31,739 | ExcessFromYear4Amt |
| Excess From Year3 | $323,411 | ExcessFromYear3Amt |
| Excess From Year2 | $65,560 | ExcessFromYear2Amt |
| Excess From Year1 | $44,695 | ExcessFromYear1Amt |
| Excess From Current Year | $173,607 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BURT TANSKY | ContributingManagerNm |
| Contributing Manager | RITA TANSKY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| ST BARNABAS MEDICAL CENTER FOUNDATION (12142016) | ||||||
| 94 OLD SHORT HILLS ROAD | LIVINGSTON | NJ | 07039 | COMFORT PROJECT 360 | $100,000 | |
| NATIONAL JEWISH HEALTH (12162016) | ||||||
| 1400 JACKSON STREET | DENVER | CO | 80206 | CAMPAIGN FOR NJH | $50,000 | |
| HEALTH NETWORK FOUNDATION (12142016) | ||||||
| 33 RIVER STREET | CHAGRIN FALLS | OH | 44022 | GENERAL PURPOSE | $5,000 | |
| FEEDING SOUTH FLORIDA (12152016) | ||||||
| 2501 SW 32ND TERRACE | PEMBROKE PARK | FL | 33023 | GENERAL PURPOSE | $1,000 | |
| JUPITER MEDICAL CENTER FOUNDATION (12192016) | ||||||
| 1210 SO OLD DIXIE HGWY BLDG EAST | JUPITER | FL | 33458 | CARDIOVASCULAR CARE | $50,000 | 1002 |
| UNIVERSITY OF PITTSBURGH (1202017) | ||||||
| 4200 FIFTH AVENUE | PITTSBURGH | PA | 15260 | ALZHEIMERS RESEARCH | $100,000 | |
| ROSENTHAL CENTER (12222016) | ||||||
| 44 EAST 6TH STREET | CINCINNATI | OH | 45202 | GENERAL PURPOSE | $7,500 | |
| JEWISH NATIONAL FUND (12272016) | ||||||
| 78 RANDAL AVENUE | ROCKVILLE CENTER | NY | 11570 | GENERAL PURPOSE | $5,000 | |
| FLORIDA ATLANTIC UNIVERSITY FOUNDATION (5102017) | ||||||
| 777 GLADES ROAD | BOCA RATON | FL | 33431 | GENERAL PURPOSE | $40,000 | |
| BELL BUILDING EDUCATED LEADERS FOR LIFE (7172017) | ||||||
| 60 CLAYTON STREET | DORCHESTER | MA | 02122 | GENERAL PURPOSE | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $408,500 | 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 | $1,269 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,339 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,461 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $979,417 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,058,486 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,058,486 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| BURT AND RITA TANSKY | |||||||
| 1 | C/O NDLLC 220 VOSENKILL ROAD | ATHENS | NY | 12015 | $285,183 | Yes (X) | |
| BURT AND RITA TANSKY | |||||||
| 2 | C/O NDLLC 220 VOSENKILL ROAD | ATHENS | NY | 12015 | $14,817 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 108 SHARES BIOGEN STOCK | $31,826 | 2016-12-05 |
| 1 | 1484 SHARES EBAY STOCK | $42,457 | 2016-12-05 |
| 1 | 322 SHARES FACEBOOK STOCK | $37,455 | 2016-12-05 |
| 1 | 36 SHARE ALPHABET C STOCK | $27,302 | 2016-12-05 |
| 1 | 46 SHARE ALPHABET A STOCK | $35,580 | 2016-12-05 |
| 1 | 173 SHARES INTUIT STOCK | $19,641 | 2016-12-05 |
| 1 | 428 SHARES MASTERCARD STOCK | $43,971 | 2016-12-05 |
| 1 | 708 SHARES QUALCOMM STOCK | $46,951 | 2016-12-05 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROF. FEES | CategoryTxt |
| Amt | $8,877 | Amt |
| Net Investment Income | $6,658 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,219 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (77 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES CMN | $46,592 | $55,975 |
| ACTIVISION BLIZZARD, INC CMN | $45,864 | $59,736 |
| ALEXION PHARMACEUTICALS, INC. CMN | $19,560 | $22,867 |
| ALLERGAN PUBLIC LIMITED COMPAN CMN | $76,815 | $53,697 |
| ALPHABET INC. CMN CLASS A | $45,820 | $66,213 |
| ALPHABET INC. CMN CLASS C | $63,614 | $128,521 |
| ANTHEM, INC. CMN | $32,047 | $36,647 |
| AON PLC CMN | $54,638 | $66,768 |
| APPLE INC. CMN | $160,174 | $169,994 |
| AT&T INC. CMN | $109,885 | $104,271 |
| AUTOZONE, INC. CMN | $20,604 | $22,019 |
| BALL CORPORATION CMN | $12,174 | $12,720 |
| BERKSHIRE HATHAWAY INC. CLASS B | $141,371 | $154,539 |
| BIOGEN INC. CMN | $64,890 | $76,401 |
| BLACKROCK, INC. CMN | $11,543 | $13,413 |
| BRISTOL-MYERS SQUIBB COMPANY CMN | $34,474 | $40,347 |
| BROADCOM INC. CMN | $87,148 | $96,046 |
| CANADIAN NATURAL RESOURCES CMN | $61,231 | $62,633 |
| CARDINAL HEALTH, INC. CMN | $60,358 | $54,243 |
| CELGENE CORPORATION CMN | $63,375 | $81,951 |
| CHEVRON CORPORATION CMN | $72,432 | $77,903 |
| CIGNA CORPORATION CMN | $60,481 | $74,963 |
| CISCO SYSTEMS, INC. CMN | $70,491 | $72,977 |
| CITIGROUP INC. CMN | $119,888 | $144,462 |
| COMCAST CORPORATION CMN CLASS A VOTING | $118,403 | $120,635 |
| CVS HEALTH CORP CMN | $22,983 | $24,152 |
| DOLLAR GENERAL CORPORATION CMN | $32,823 | $37,040 |
| EATON CORP PLC CMN | $42,624 | $42,849 |
| EDISON INTERNATIONAL CMN | $34,894 | $33,805 |
| ELECTRONIC ARTS CMN | $6,847 | $11,806 |
| EOG RESOURCES INC CMN | $45,915 | $50,208 |
| EXPEDIA GROUP INC CMN | $14,513 | $15,833 |
| EXXON MOBIL CORPORATION CMN | $99,586 | $98,950 |
| FACEBOOK, INC. CMN CLASS A | $87,471 | $142,676 |
| FEDEX CORPORATION CMN | $107,032 | $122,968 |
| FIDELITY NATL INFO SVCS INC CMN | $46,834 | $54,913 |
| FLEETCOR TECHNOLOGIES, INC. CMN | $11,625 | $12,382 |
| GENERAL ELECTRIC CO CMN | $46,652 | $37,817 |
| HALLIBURTON COMPANY CMN | $50,592 | $50,771 |
| HONEYWELL INTL INC CMN | $100,975 | $114,809 |
| INVESCO LTD. CMN | $9,851 | $11,248 |
| JOHNSON & JOHNSON CMN | $117,799 | $121,819 |
| JOHNSON CONTROLS INTERNATIONAL CMN | $38,297 | $36,967 |
| JPMORGAN CHASE & CO CMN | $129,498 | $141,259 |
| KELLOGG COMPANY CMN | $47,181 | $40,915 |
| LIBRTY INTRACTVE CORP QVC GRP INTERACTIVE CMN CLASS A | $16,934 | $18,667 |
| LOWES COMPANIES INC CMN | $97,987 | $95,049 |
| MACOM TECHNOLOGY SOLUTIONS CMN | $10,525 | $10,528 |
| MARRIOTT INTERNATIONAL, INC CMN CLASS A | $12,078 | $14,334 |
| MASTERCARD INCORPORATED CMN CLASS A | $59,671 | $96,722 |
| MC DONALDS CORP CMN | $33,909 | $40,423 |
| MEDTRONIC PUBLIC LIMITED COMPA CMN | $56,345 | $54,540 |
| MICROSOFT CORPORATION CMN | $97,437 | $148,906 |
| MORGAN STANLEY CMN | $63,708 | $71,484 |
| NEWELL BRANDS INC CMN | $21,128 | $18,988 |
| NIELSEN HLDGS PLC CMN | $29,219 | $26,943 |
| PALO ALTO NETWORKS INC. CMN | $15,800 | $19,742 |
| PEPSICO, INC. CMN | $52,759 | $52,261 |
| PFIZER INC. CMN | $86,243 | $89,571 |
| PHILIP MORRIS INTL INC CMN | $134,862 | $132,591 |
| PVH CORP CMN | $39,534 | $48,407 |
| ROYAL CARIBBEAN CRUISES LTD ISIN: LR0008862868 | $10,085 | $12,152 |
| S&P GLOBAL INC. CMN | $16,683 | $20,008 |
| SEALED AIR CORPORATION CMN | $24,294 | $23,496 |
| SHERWIN-WILLIAMS CO CMN | $44,760 | $51,558 |
| STARBUCKS CORP. CMN | $45,139 | $41,196 |
| SYSCO CORPORATION CMN | $43,112 | $46,235 |
| TAPESTRY, INC. CMN | $41,138 | $42,242 |
| THE BANK OF NY MELLON CORP CMN | $86,761 | $96,496 |
| THE SOUTHERN CO. CMN | $64,065 | $62,703 |
| TOTAL SYS SVC INC. CMN | $28,690 | $33,594 |
| VERIZON COMMUNICATIONS, INC. CMN | $62,169 | $62,110 |
| VERTEX PHARMACEUTICALS INCORPO CMN | $9,979 | $13,988 |
| WALT DISNEY COMPANY (THE) CMN | $7,232 | $6,703 |
| WELLS FARGO & CO (NEW) CMN | $111,591 | $110,741 |
| ZIMMER BIOMET HOLDINGS INC | $27,072 | $26,165 |
| JPM LINKED TO BASKET OF INDICES | $390,000 | $408,993 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCESS FMV OVER BASIS | Desc |
| Amt | $62,751 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME - BROKER ADJUSTMENT | Desc |
| Revenue And Expenses Per Books | $19,461 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $19,461 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $19,461 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $42,734 | Amt |
| Net Investment Income | $42,734 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BURT AND RITA TANSKY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O NEUFIELD DOUDNA LLC 220 | AddressLine1Txt |
| Address Line2 | VOSENKILL ROAD | AddressLine2Txt |
| City | ATHENS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12015 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL | $20,844 | $0 | $0 |
| FOREIGN | $436 | $436 | $0 |
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