THE@DAVID HIMELBERG FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE@DAVID HIMELBERG FOUNDATION (EIN 13-7200887)
- Tax period
- 2016-09-01 to 2017-08-31
- Filed
- 2018-02-07
- IRS object ID
- 201800389349100010
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-07T16:53:26-06:00 | ReturnTs |
| Tax Period End | 2017-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137200887 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID HIMELBERG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 2122970400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Cohnreznick 1301 Ave of Americas | AddressLine1Txt |
| City | new york | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | norman himelberg | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 2122970400 | PhoneNum |
| Signature | 2018-01-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS LANNING | PreparerPersonNm |
| PTIN | P00851654 | PTIN |
| Phone | 2122970400 | PhoneNum |
| Preparation | 2018-01-18 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.3.217.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-01-26 | IPDt |
| IP Tm | 11:54:58 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7ED46A42CF23EEB433842E88C0860FDEBF72AEAD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 896C1F5B5D42EC59A37A0D46A5820AA48C1A79ED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,283,731 | 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 | $235 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $235 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $174,896 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $174,896 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $362,129 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,712,311 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $362,129 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$159 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $537,101 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $537,260 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $142,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $104,475 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $38,025 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $925 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $925 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,909 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $909 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $517 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $267 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $158,276 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $108,076 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $278,060 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $278,060 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $436,336 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $108,076 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $317,260 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $100,765 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $429,184 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,299,659 | CashBOYAmt |
| Cash EOY | $2,010,917 | CashEOYAmt |
| Cash EOYFMV | $2,010,917 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,417,074 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,829,429 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,272,814 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,716,733 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,840,346 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,283,731 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $8,716,733 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,840,346 | 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 | $8,716,733 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,840,346 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,716,733 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,840,346 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,716,733 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $100,765 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,848 | OtherIncreasesAmt |
| Subtotal | $8,840,346 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,840,346 | 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 |
|---|---|---|---|---|---|
| publicly traded securities | $2,709,287 | $2,350,182 | $359,105 | $359,105 | |
| Capital Gains Dividends | $3,024 | $3,024 | $3,024 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $362,129 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $625,809 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,740,458 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064248 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $451,611 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,277,012 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043944 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $341,015 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,058,303 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037647 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $361,038 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,183,404 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050260 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $292,034 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,307,203 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046302 | DistributionYr5Rt |
| Total Distribution | 0.242401 | TotalDistributionRt |
| Average Distribution | 0.048480 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,772,349 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $473,763 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,292 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $478,055 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $317,260 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,584 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,584 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,584 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $912 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $8,800 | AppliedToEsTaxAmt |
| Total Payments And Credits | $9,712 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $222 | EsPenaltyAmt |
| Overpayment | $906 | OverpaymentAmt |
| Applied To ES Tax | $906 | 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 | 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 | David Himelberg Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122970400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Cohnreznick 1301 Avenue of the | AddressLine1Txt |
| Address Line2 | Americas 10th fl | AddressLine2Txt |
| City | new york | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|---|
| norman himelberg | |||||||||
| conhreznick 1301 Avenue of the | Americas 10th fl | new york | NY | 10019 | trustee | 40.00 | $132,900 | $0 | $0 |
| rachael s brooks | |||||||||
| conhreznick 1301 Avenue of the | Americas 10th fl | new york | NY | 10019 | director | 5.00 | $9,600 | $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 | $7,733,763 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,187,404 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,921,167 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,921,167 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $148,818 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,772,349 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $488,617 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $488,617 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,584 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,584 | TotalTaxAmt |
| Distributable Before Adj | $480,033 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $480,033 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $480,033 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $317,260 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $317,260 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $317,260 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $480,033 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $278,810 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $317,260 | QualifyingDistributionsAmt |
| Applied To Year1 | $278,810 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $38,450 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $441,583 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| American Action Fund For the Blind | ||||||||||||
| 1800 JOHNSON STREET | baltimore | MD | 21230 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $85 | |||||
| American Committee for Shaare Zedek Hospital in Jerusalem Inc | ||||||||||||
| 55 West 39th Street 4th Floor | new york | NY | 10018 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $10,000 | |||||
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE INC | ||||||||||||
| 633 Third Avenue 20th Fl | new york | NY | 10017 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $8,000 | |||||
| American Friends of Magen David Adom | ||||||||||||
| 352 Seventh Avenue Suite 400 | new york | NY | 10001 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $59,000 | |||||
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | ||||||||||||
| 220 East 42nd Street | new york | NY | 10017 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $2,000 | |||||
| American Society for Yad Vashem | ||||||||||||
| 500 FIFTH AVENUE 42ND FLOOR | new york | NY | 10110 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $3,000 | |||||
| American Technion society | ||||||||||||
| 55 East 59th St | new york | NY | 10022 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $3,000 | |||||
| Birthright Israel foundation | ||||||||||||
| PO Box 5892 | Hicksville | NY | 11801 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $14,000 | |||||
| Birthright Israel USA | ||||||||||||
| 33 East 33rd Street 7th Floor | new york | NY | 10016 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $6,000 | |||||
| Boy Scouts of America | ||||||||||||
| 571 Holt Ave | Manchester | NH | 03109 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $200 | |||||
| BOYS TOWN JERUSALEM FOUNDATION OF AMERICA INC | ||||||||||||
| 1 Penn Plaza Suite 6250 | new york | NY | 10119 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $1,000 | |||||
| Cardiovascular Research Foundation | ||||||||||||
| 111 EAST 59TH STREET 11th Fl | new york | NY | 10022 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $2,500 | |||||
| Chai Lifeline | ||||||||||||
| 151 W 30th St Third Fl | new york | NY | 10001 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $200 | |||||
| Childrens Village of Jerusalem Inc | ||||||||||||
| 15 BEEKMAN ST | new york | NY | 10038 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $200 | |||||
| Colel Chabad | ||||||||||||
| 806 Eastern Parkway | brooklyn | NY | 11213 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $100 | |||||
| Dana-Farber Cancer Institute | ||||||||||||
| 450 Brookline Avenue | boston | MA | 02115 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $1,500 | |||||
| Doctors without borders | ||||||||||||
| 333 Seventh Ave 2nd Floor | new york | NY | 10001 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $2,500 | |||||
| Friends of Israel Disabled Veterans Inc | ||||||||||||
| 1133 BROADWAY STE 232 | new york | NY | 10010 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $2,000 | |||||
| Friends of The Israel Defense Forces | ||||||||||||
| 60 East 42nd Street | new york | NY | 10165 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $4,000 | |||||
| friends of united hatzalah | ||||||||||||
| 208 East 51st Street Suite 303 | new york | NY | 10022 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $52,000 | |||||
| Girl Scouts of the USA | ||||||||||||
| 420 Fifth Avenue | new york | NY | 10018 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $200 | |||||
| Guide Dogs for the Blind Inc | ||||||||||||
| PO Box 151200 | san rafael | CA | 94915 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $300 | |||||
| Hadassah hospital | ||||||||||||
| 50 West 58th Street | new york | NY | 10019 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $2,000 | |||||
| HEBREW BURIAL & FREE LOAN ASSOCIATION | ||||||||||||
| Po Box 3783 | Woodbridge | CT | 06525 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $5,000 | |||||
| Hias US | ||||||||||||
| 1300 Spring Street | silver spring | MD | 20910 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $3,000 | |||||
| Hillel International | ||||||||||||
| 1100 STANFORD DR | coral gables | FL | 33146 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $5,000 | |||||
| Jarrettsville Public Library | ||||||||||||
| 3722 NORRISVILLE RD | JARRETTSVILLE | MD | 21084 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $1,000 | |||||
| John Hopkins Hospital | ||||||||||||
| 3910 Keswick Road Suite N2100 | baltimore | MD | 21211 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $14,000 | |||||
| Junior Achievement of New York Inc | ||||||||||||
| 420 Lexington Avenue Suite 205 | new york | NY | 10170 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $200 | |||||
| Lighthouse Guild International | ||||||||||||
| 15 W 65th Street | new york | NY | 10023 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $1,000 | |||||
| Make-A-Wish Foundation | ||||||||||||
| 4742 N 24th Street Suite 400 | phoenix | AZ | 85016 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $1,000 | |||||
| Mothers against drunk driving | ||||||||||||
| 511 E John Carpenter Fwy Suite 700 | irving | TX | 75062 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $1,000 | |||||
| Mount Sinai Beth Israel | ||||||||||||
| Office of Development One Gustave L | new york | NY | 10029 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $1,000 | Levy Place Box 1049 | ||||
| Museum at Eldridge Street | ||||||||||||
| 12 Eldridge St | new york | NY | 10002 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $200 | |||||
| National Jewish Outreach Program | ||||||||||||
| 989 SIXTH AVENUE 10TH FL | new york | NY | 10018 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $1,000 | |||||
| National park foundation | ||||||||||||
| 1110 Vermont Ave NW Suite 200 | washington | DC | 20005 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $300 | |||||
| New York University school of medicine | ||||||||||||
| 8625 ANDREW CARNEGIE BLVD | charlotte | NC | 28262 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $5,250 | |||||
| New York University stern of school Business | ||||||||||||
| C/O KAUFMAN MGMT CTR-44 WEST 4TH ST | new york | NY | 10012 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $3,500 | |||||
| New York Weill Cornell Medical Center Fund Inc | ||||||||||||
| 100 BROADWAY 8TH FLOOR | new york | NY | 10005 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $6,000 | |||||
| NYU Hospitals Center | ||||||||||||
| 550 First Ave | new york | NY | 10016 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $4,000 | |||||
| Operation Smile | ||||||||||||
| 3641 Faculty Boulevard | Virginia Beach | VA | 23453 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $1,200 | |||||
| Prostate Cancer Foundation | ||||||||||||
| 1250 Fourth Street | santa monica | CA | 90401 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $300 | |||||
| Seeing Eye inc | ||||||||||||
| PO Box 375 | morristown | NJ | 07963 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $300 | |||||
| Self-Help Services Corp | ||||||||||||
| 301 W MAIN ST | durham | NC | 27701 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $1,000 | |||||
| Shriners Hospital For Children | ||||||||||||
| 2900 N Rocky Point Drive | tampa | FL | 33607 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $7,000 | |||||
| Simon wiesenthal center | ||||||||||||
| 1399 S ROXBURY 2ND FL | los angeles | CA | 90035 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $3,000 | |||||
| Special Olympics NY | ||||||||||||
| 504 Balltown Rd | Schenectady | NY | 12304 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $200 | |||||
| St Jude Children's Research Hospital | ||||||||||||
| 501 St Jude Place | memphis | TN | 38105 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $9,000 | |||||
| The Blue Card inc | ||||||||||||
| 171 Madison Ave Ste 1405 | new york | NY | 10016 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $9,000 | |||||
| The Jewish Museum | ||||||||||||
| 1109 5th Ave | new york | NY | 10128 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $225 | |||||
| The museum of Jewish Heritage | ||||||||||||
| Edmond J Safra Plaza 36 Battery | new york | NY | 10280 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $300 | Place | ||||
| the nature Conservancy | ||||||||||||
| 4245 N Fairfax Dr Ste 100 | Arlington | VA | 22203 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $300 | |||||
| THE NEW YORK PUBLIC LIBRARY | ||||||||||||
| 476 Fifth Avenue | new york | NY | 10018 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $500 | |||||
| United Jewish Appeal Federation of Jewish Philanthropies of NY | ||||||||||||
| 130 E 59TH ST | new york | NY | 10022 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $3,000 | |||||
| United States Holocaust Museum | ||||||||||||
| 100 Raoul Wallenberg Pl SW | washington | DC | 20024 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $3,500 | |||||
| Weill cornell medical center | ||||||||||||
| 100 BROADWAY 8TH FLOOR | new york | NY | 10005 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $2,000 | |||||
| Weizmann Institute of Science | ||||||||||||
| none | PC | an unrestricted grant to further the donee's exempt purpose. | $7,000 | po box 26 | rehovot | IS | 7610001 | |||||
| wounded warrior project | ||||||||||||
| 4899 Belfort Road Suite 300 | jacksonville | FL | 32256 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $3,000 | |||||
| YIVO Institute for Jewish Research | ||||||||||||
| 15 West 16th St | new york | NY | 10011 | none | PC | an unrestricted grant to further the donee's exempt purpose. | $1,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $278,060 | 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 | $235 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $174,896 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $362,129 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 passthrough income | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$159 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$159 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $537,260 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $537,101 | 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 | b strauss assoc ltd | CategoryTxt |
| Amt | $1,850 | Amt |
| Net Investment Income | $925 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $925 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990-PF, Part VII-B, Line 1a(4) | FormAndLineReferenceDesc |
| Medium Explanation | NORMAN HIMELBERG, A TRUSTEE OF THE FOUNDAYTION, RECEIVED COMPENSATION SALARY DURING FISCAL YEAR ENDED AUGUST 31, 2017. HIS SALARY IS CONSIDERED REASONABLE, AND THEREFORE FORM 4720 IS NOT REQUIRED.RACHAEL S. BROOKS, A director of the foundation, PROVIDED SERVICES TO THE FOUNDATION AND RECEIVED COmPENSATION. HER COMPENSATION IS CONSIDERED REASONABLE, AND THEREFORE FORM 4720 IS NOT REQUIRED. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | publicly traded securities | StockNm |
| EOY Book Value | $6,829,429 | EOYBookValueAmt |
| EOYFMV | $8,272,814 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| bank charges | $267 | $267 | $0 |
| NYS filing fee | $250 | $0 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 passthrough income | Desc |
| Revenue And Expenses Per Books | -$159 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$159 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior Period Adjustment | Desc |
| Amt | $22,848 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Robert S Himelberg | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Excise Tax | $11,000 | $0 | $0 |
| foreign taxes | $909 | $909 | $0 |
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