GERDA LISSNER FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GERDA LISSNER FOUNDATION INC (EIN 13-3566516)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-12
- IRS object ID
- 201702559349100700
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-12T07:51:40-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223103963 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN SEWALD & COMPANY CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 242 ROUTE 79 NORTH SUITE 3 | AddressLine1Txt |
| City | MORGANVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 077512079 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133566516 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERDA LISSNER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERD | BusinessNameControlTxt |
| Phone | 2128266100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 EAST 65TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100656501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN DE MAIO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2017-09-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | IRA L WEINER CPA | PreparerPersonNm |
| PTIN | P00295964 | PTIN |
| Phone | 7323321700 | PhoneNum |
| Preparation | 2017-09-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 833C5CE33DBB5A311F8400CCB75294C4CF513012 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 833C5CE33DBB5A311F8400CCB75294C4CF513012 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,375,422 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $30,300 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $170,774 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $170,774 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $155,556 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,783,809 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $155,556 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $97,587 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $255 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $454,217 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $326,585 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $192,384 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,334 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $181,550 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,100 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,100 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,001 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $600 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,401 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $64 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $34,719 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,207 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $29,512 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $81,106 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $81,106 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,320 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,775 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $211,134 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $211,134 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $218,583 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $604 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $217,979 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $763,411 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $95,626 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $657,676 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $349,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $349,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,112,811 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $95,626 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,007,076 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$658,594 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $230,959 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $118,373 | CashBOYAmt |
| Cash EOY | $20,553 | CashEOYAmt |
| Cash EOYFMV | $20,552 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $426,812 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $297,212 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $297,212 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $47,844 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $31,302 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $31,302 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,263,019 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,060,076 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,667,750 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,641,128 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,431,185 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,344,356 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,951 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,951 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $14,250 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,250 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,250 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,511,426 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,854,578 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,375,422 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $17,262 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $19,008 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $17,262 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,008 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,494,164 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,835,570 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,494,164 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,835,570 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,511,426 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,854,578 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,494,164 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$658,594 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,835,570 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,835,570 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JPMORGAN CHASE | P | $149,902 | $152,962 | -$3,060 | -$3,060 |
| JPMORGAN CHASE | P | $1,444,404 | $1,358,591 | $85,813 | $85,813 |
| BNY MELLON | P | $104,167 | $107,321 | -$3,154 | -$3,154 |
| BNY MELLON | P | $159,714 | $133,726 | $25,988 | $25,988 |
| GW&K MANAGED - STIFEL | P | $237,750 | $236,215 | $1,535 | $1,535 |
| GW&K MANAGED - STIFEL | P | $232,835 | $236,887 | -$4,052 | -$4,052 |
| CONFLUENCE - STIFEL | P | $15,475 | $10,081 | $5,394 | $5,394 |
| ACR-ALPINE CAP - STIFEL | P | $31,271 | $24,887 | $6,384 | $6,384 |
| ACR-ALPINE CAP - STIFEL | P | $25,940 | $13,559 | $12,381 | $12,381 |
| WCA MANAGED - STIFEL | P | $38,635 | $35,265 | $3,370 | $3,370 |
| WCA MANAGED - STIFEL | P | $230,538 | $229,429 | $1,109 | $1,109 |
| RIVERBRIDGE MANAGED - STIFEL | P | $4,619 | $4,227 | $392 | $392 |
| RIVERBRIDGE MANAGED - STIFEL | P | $61,629 | $47,672 | $13,957 | $13,957 |
| STIFEL NICHOLAS | P | $13,621 | $21,053 | -$7,432 | -$7,432 |
| STIFEL NICHOLAS | P | $6,294 | $16,378 | -$10,084 | -$10,084 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $155,556 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,965 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $944,118 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,373,026 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.112757 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $798,176 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,071,804 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.087984 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $809,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,698,511 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.093004 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $843,899 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,199,356 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.091735 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,112,963 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,427,039 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.106738 | DistributionYr5Rt |
| Total Distribution | 0.492218 | TotalDistributionRt |
| Average Distribution | 0.098444 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,459,798 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $734,372 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,310 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $736,682 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,007,076 | 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 | $2,310 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,310 | SubtotalAmt |
| Tax Based On Investment Income | $2,310 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,690 | OverpaymentAmt |
| Applied To ES Tax | $7,690 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GERDALISSNER.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRA L WEINER CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7323321700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 242 ROUTE 79 NORTH STE 3 | AddressLine1Txt |
| City | MORGANVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07751 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL A FORNABAIO | ||||||||
| 420 EAST 64TH STREET | NEW YORK | NY | 10065 | VP/TREASURER | 5.00 | $12,000 | $0 | $0 |
| BARBARA TESTA | ||||||||
| 870 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | TRUSTEE | 5.00 | $12,000 | $0 | $0 |
| STEPHEN DE MAIO | ||||||||
| 110 EAST 36TH STREET | NEW YORK | NY | 10016 | PRESIDENT | 20.00 | $85,692 | $0 | $0 |
| KARL MICHAELIS | ||||||||
| 244 EAST 86TH STREET 44 | NEW YORK | NY | 10028 | TRUSTEE | 5.00 | $12,000 | $0 | $0 |
| CORNELIA BEIGEL | ||||||||
| 267 EDGCOMBE AVENUE | NEW YORK | NY | 10031 | TRUSTEE/OFFI | 40.00 | $70,692 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SELECTION PROCESS TO DETERMINE THE RECIPIENTS OF GRANTS (ENCOURAGEMENT AWARDS) ASSOCIATED WITH THE DEVELOPMENT OF WORLD CLASS OPERA SINGERS. SEE PART 1, COL (D). | Description1Txt |
| Description2 | INDIVIDUAL AWARDS PAID TO THE WINNERS OF THE ANNUAL COMPETITION. SEE PART XV AND STATEMENT 14. | Description2Txt |
| Description3 | CONTRIBUTIONS TO OTHER 501(C)(3) ORGANIZATIONS FOR GENERAL OPERATING SUPPORT IN THE FIELD OF OPERA AND OTHER VARIOUS ORGANIZATIONS. SEE STATEMENT 14. | Description3Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,512,653 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,746 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,573,399 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,573,399 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,601 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,459,798 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $372,990 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $372,990 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,310 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,310 | TotalTaxAmt |
| Distributable Before Adj | $370,680 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $370,680 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $370,680 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,007,076 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,007,076 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,310 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,004,766 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $370,680 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $596,601 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $394,659 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $383,324 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $351,471 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $528,323 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,254,378 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,007,076 | QualifyingDistributionsAmt |
| Applied To Current Year | $370,680 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $636,396 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,890,774 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $596,601 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,294,173 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $394,659 | ExcessFromYear4Amt |
| Excess From Year3 | $383,324 | ExcessFromYear3Amt |
| Excess From Year2 | $351,471 | ExcessFromYear2Amt |
| Excess From Year1 | $528,323 | ExcessFromYear1Amt |
| Excess From Current Year | $636,396 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEPHEN DEMAIO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 E 65TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128260366 | RecipientPhoneNum |
| Recipient Email Address | MAIL@GEDALISSNER.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | STATEMENT 13 A --------------- FORM 990-PF, PART XV -------------------- THE FOUNDATION MAKES GRANTS TO THE WINNERS OF THE ANNUAL COMPETITION AND ENCOURAGEMENT AWRADS TO A LIMITED NUMBER OF PARTICIPANTS TO PROVIDE YOUNG OPERA SINGERS WITH THE FINACIAL SUPPORT THEY NEED TO PURSUE THEIR CRAFT AND EXCEL IN THE WORLD OF OPERA. THE TRUSTEES BELIEVE THAT THE ENCOURAGEMENT AND ASSISTANCE TO YOUNG ARTISTS TOWARD ACHIEVING THEIR GOALS IS IMPERATIVE FOR THE CONTINUATION OF THIS DEMANDING ART FORM. A COPY OF THE APPLICATION IS ATTACHED - SEE STATEMENT 20. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE STATEMENT FOR LINE 2B | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT FOR LINE 2B | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MARTINA ARROYO FOUNDATION | |||||||||||
| 200 CENTRAL PARK SOUTH | NEW YORK | NY | 10019 | NONE | 501(C) (3) | CHARITABLE - GEN'L OPERATING SUPPORT | $15,500 | ||||
| GALEANO SALAS | |||||||||||
| 2601 S BROADWAY STREET | LA PORTE | TX | 77571 | NONE | SEE STATEMENT 13A | $15,000 | |||||
| OPERA ORCHESTRA OF NY | |||||||||||
| 344 EAST 63RD STREET | NEW YORK | NY | 10065 | NONE | 501(C)(3) | CHARITABLE - GEN'L OPERATING SUPPORT | $15,000 | ||||
| SEAN M PLUMB | |||||||||||
| 7 WINDY HILL CT | UPPER SADDLE RIVER | NJ | 07459 | NONE | SEE STATEMENT 13A | $15,000 | |||||
| ARTHUR LEVY | |||||||||||
| 484 W 43RD STREET | NEW YORK | NY | 10036 | NONE | SEE STATEMENT 13A | $11,000 | |||||
| ANDREW STENSON | |||||||||||
| 1020 ORCHARD CT SW | ROCHESTER | MN | 55902 | NONE | SEE STATEMENT 13A | $10,000 | |||||
| ALEKSANDRA ROMANO | |||||||||||
| 121 HARTFORD TPKE | HAMDEN | CT | 06517 | NONE | SEE STATEMENT 13A | $10,000 | |||||
| THE GUILLO GARI FOUNDATION | |||||||||||
| 175 W 72ND STREET | NEW YORK | NY | 10023 | NONE | 501(C)(3) | CHARITABLE - GEN'L OPERATING SUPPORT | $10,000 | ||||
| INSTITUTE FOR YOUNG DRAMATIC VOICES | |||||||||||
| 1765 GRANET AVE | SAN DIEGO | CA | 92109 | NONE | 501(C)(3) | CHARITABLE - GEN'L OPERATING SUPPORT | $10,000 | ||||
| SIMAN CHUNG | |||||||||||
| 1842 SEVENTH AVE | NEW YORK | NY | 10026 | NONE | SEE STATEMENT 13A | $10,000 | |||||
| MICHELLE BRADLEY | |||||||||||
| 230 W 99TH STREET | NEW YORK | NY | 10025 | NONE | SEE STATEMENT 13A | $10,000 | |||||
| HYESANG PARK | |||||||||||
| 320 W 75TH STREET | NEW YORK | NY | 10023 | NONE | SEE STATEMENT 13A | $10,000 | |||||
| EVE QUELER | |||||||||||
| 490 WEST END AVE | NEW YORK | NY | 10024 | NONE | SEE STATEMENT 13A | $10,000 | |||||
| RIHAB CHAIEB | |||||||||||
| 77 W 104TH STREET | NEW YORK | NY | 10025 | NONE | SEE STATEMENT 13A | $10,000 | |||||
| ANTONINA CHEHOVSKA | |||||||||||
| 9 E 7TH STREET | NEW YORK | NY | 10003 | NONE | SEE STATEMENT 13A | $10,000 | |||||
| ERIC VAN HEYNINGEN | |||||||||||
| 26 PARK VALE AVE | ALLSTON | MA | 02134 | NONE | SEE STATEMENT 13A | $8,000 | |||||
| OPERA AT FLORHAM | |||||||||||
| 285 MADISON AVE | MADISON | NJ | 07961 | NONE | 501(C)(3) | CHARITABLE - GEN'L OPERATING SUPPORT | $6,000 | ||||
| AMBYRE DANIEL | |||||||||||
| 115 SHORT HILLS AVE | SHORT HILLS | NJ | 07078 | NONE | SEE STATEMENT 13A | $5,200 | |||||
| ADRIADNE PRODUCTIONS LLC | |||||||||||
| 100 WALNUT AVE | CLARK | NJ | 07066 | NONE | SEE STATEMENT 13A | $5,000 | |||||
| ANGELA VALLONE | |||||||||||
| 157 VALLEY ROAD | HAWORTH | NJ | 07641 | NONE | SEE STATEMENT 13A | $5,000 | |||||
| DOGUKAN KURAN | |||||||||||
| 1616 KURAN | PHILADELPHIA | PA | 19103 | NONE | SEE STATEMENT 13A | $5,000 | |||||
| KIDON DCHOI | |||||||||||
| 201 BRIDGE PLAZA NORTH | FORT LEE | NJ | 07024 | NONE | SEE STATEMENT 13A | $5,000 | |||||
| JAMEZ MCCORKLE | |||||||||||
| 2206 WALNUT SREET | PHILADELPHIA | PA | 19103 | NONE | SEE STATEMENT 13A | $5,000 | |||||
| KANG WANG | |||||||||||
| 25-34 36TH STREET | ASTORIA | NY | 11103 | NONE | SEE STATEMENT 13A | $5,000 | |||||
| DIANA SOVIERO | |||||||||||
| 345 W 58TH SREERT | NEW YORK | NY | 10019 | NONE | SEE STATEMENT 13A | $5,000 | |||||
| D'ANA LOMBARD | |||||||||||
| 3823 BUFFALO SPEEDWAY | HOUSTON | TX | 77098 | NONE | SEE STATEMENT 13A | $5,000 | |||||
| CODY QUATTTLEBAUM | |||||||||||
| 505 W 37TH STREET | NEW YORK | NY | 10018 | NONE | SEE STATEMENT 13A | $5,000 | |||||
| KEVIN RAY | |||||||||||
| PO BOX 1927 | MORRO BAY | CA | 93443 | NONE | SEE STATEMENT 13A | $5,000 | |||||
| OPERA IMDEX INC | |||||||||||
| PO BOX 237153 ANSONIA STA | NEW YORK | NY | 10023 | NONE | 501(C)(3) | CHARITABLE - GEN'L OPERATING SUPPORT | $5,000 | ||||
| ACADEMY OF VOCAL ARTS | |||||||||||
| 1920 SPRUCE STREET | PHILADELPHIA | PA | 19103 | NONE | 501(C)3 | SEE STATEMENT 13A | $4,000 | ||||
| SAMANTHA ZERVOPOULOS | |||||||||||
| 417 W 56TH STREET | NEW YORK | NY | 10019 | NONE | SEE STATEMEN 13AT | $4,000 | |||||
| GEORGE LONDON FOUNDATION FOR SINGER | |||||||||||
| 460 W 49TH STREET | NEW YORK | NY | 10019 | NONE | 501(C)(3) | CHARITABLE - GEN'L OPERATING SUPPORT | $4,000 | ||||
| THE KOSCIUZKO FOUNDATION | |||||||||||
| 1565 EAST 65TH STREET | NEW YORK | NY | 10019 | NONE | 501(C)(3) | CHARITABLE - GEN'L OPERATING SUPPORT | $3,500 | ||||
| ALEX JARVIS | |||||||||||
| 107 W 106TH STREET | NEW YORK | NY | 10025 | NONE | SEE STATEMENT 13A | $3,000 | |||||
| REBECCA PEDERSEN | |||||||||||
| 1145 E 200 S | SPRINGVILLE | UT | 84663 | NONE | SEE STATEMENT 13A | $3,000 | |||||
| JACQUELINE PICCOLINO | |||||||||||
| 1358 W STEEPLE CHASE LANE | PALATINE | IL | 60067 | NONE | SEE STATEMENT 13A | $3,000 | |||||
| ALEXANDRA BATSIOS | |||||||||||
| 24 TINDALL ROAD | ROBBINSVILLE | NJ | 08691 | NONE | SEE STATEMENT 13A | $3,000 | |||||
| CESAR DELGADO | |||||||||||
| 2419 41ST STREET | ASTORIA | NY | 11103 | NONE | SEE STATMENT 13A | $3,000 | |||||
| PAWEL KONIK | |||||||||||
| 251 WILLOW STREET | NEW HAVEN | CT | 06511 | NONE | SEE STATEMENT 13A | $3,000 | |||||
| KELSEY LAURITANO | |||||||||||
| 3415 BROADWAY | NEW YORK | NY | 10031 | NONE | SEE STATEMENT 13A | $3,000 | |||||
| AMANDA L BOTTOMS | |||||||||||
| 409 BEACH ROAD | CHEEKTOWAGA | NY | 14225 | NONE | SEE STATEMENT 13A | $3,000 | |||||
| FAN YONG DU | |||||||||||
| 601 W 110TH STREET | NEW YORK | NY | 10025 | NONE | SEE STATEMENT 13A | $3,000 | |||||
| SONIA KRENEK | |||||||||||
| 7430 MYRTLE AVE | EUREKA | CA | 95503 | NONE | SEE STATEMENT 13A | $3,000 | |||||
| COURTNEY JOHNSON | |||||||||||
| 929 WHITE OAK COURT N | CHESAPEAKE | VA | 23320 | NONE | SEE STATEMENT 13A | $3,000 | |||||
| ROBERT WATSON | |||||||||||
| 9606 WALMER STREET | OVERLAND PARK | KS | 66212 | NONE | SEE STATEMENT 13A | $3,000 | |||||
| EMMETT O'HANLON | |||||||||||
| 1 FOXHURST LANE | MANHASSET | NY | 11030 | NONE | SEE STATEMENT 13A | $2,000 | |||||
| MARCO CAMMAROTA | |||||||||||
| 1722 SPRUCE STREET | PHILADELPHIA | PA | 19103 | NONE | SEE STATEMENT 13A | $2,000 | |||||
| LYNNESHA CRUMP | |||||||||||
| 219 AUDUBON AVE | NEW YORK | NY | 10033 | NONE | SEE STATEMENT 13A | $1,000 | |||||
| EDWARD NELSON | |||||||||||
| 22440 CYPRESS PLACE | SAUGUS | CA | 91390 | NONE | SEE STATEMENT 13A | $2,000 | |||||
| ALEXANDRA SCHENCK | |||||||||||
| 229 S 22ND STREET | PHILADELPHIA | PA | 19103 | NONE | SEE STATEMENT 13A | $2,000 | |||||
| JOSEPH BARRON | |||||||||||
| 2433 S BANCROFT STREET | PHILADELPHIA | PA | 19145 | NONE | SEE STATEMENT 13A | $2,000 | |||||
| DOMINICK CORBACIO | |||||||||||
| 313 BROWN AVENUE | SYRACUSE | NY | 13211 | NONE | SEE STATEMENT | $2,000 | |||||
| MACKENZIE WHITNEY | |||||||||||
| 419 S 19TH STREET | PHILADELPHIA | PA | 19146 | NONE | SEE STATEMENT 13A | $2,000 | |||||
| LAUREL SEMERDJAN | |||||||||||
| 5 S BRYANT AVE | BELLEVUE | PA | 15202 | NONE | SEE STATEMENT 13A | $2,000 | |||||
| JASON SMITH | |||||||||||
| 51 CLFTON AVE | NEWARK | NJ | 07104 | NONE | SEE STATEMENT 13A | $2,000 | |||||
| EDWARD CLEARY | |||||||||||
| 564 SUMMER STREET | BROCKTON | MA | 02302 | NONE | SEE STATEMENT 13A | $2,000 | |||||
| CHRISTIAN ZAREMBA | |||||||||||
| 736 WEST END AVE | NEW YORK | NY | 10025 | NONE | SEE STATEMENT 13A | $2,000 | |||||
| OLGA ZHANIKOVA | |||||||||||
| NONE | SEE STATEMENT 13A | $2,000 | 94 KOSTYUSHKO | ST PETERSBURG | ST PETERSBURG | RS | |||||
| ABIGAIL LEVIS | |||||||||||
| 991 HARRISON AVE | CLAREMONT | CA | 91711 | NONE | SEE STATEMENT 13A | $2,000 | |||||
| IVONNE FUCHS | |||||||||||
| NONE | SEE STATEMENT 13A | $2,000 | ULRIKEDALSVAEGEN 6B | SALTSJOEBADEN | SALTSJOEBADEN | SW | |||||
| JESSE DARDEN | |||||||||||
| 16 EASTON STREET | BOSTON | MA | 02134 | NONE | SEE STATEMENT 13A | $1,000 | |||||
| MID ATLANTIC OPERA INC | |||||||||||
| 163 MADISON AVENUE | MORRISTOWN | NJ | 07960 | NONE | 501(C)(3) | CHARITABLE - GEN'L OPERATING SUPPORT | $1,000 | ||||
| ANTHONY SCNEIDER | |||||||||||
| 1901 SANAON STREET | PHILADELPHIA | PA | 19103 | NONE | SEE STATEMENT 13A | $1,000 | |||||
| ANTHONY SCHNEIDER | |||||||||||
| 1901 SANSOM STREET | PHILADELPHIA | PA | 19103 | NONE | SEE STATEMENT 13A | $1,000 | |||||
| TEATRO GRATTACIELLO | |||||||||||
| 2 RIVERSIDE DRIVE | NEW YORK | NY | 10023 | NONE | 501(C)(3) | CHARITABLE - GEN'L OPERATING SUPPORT | $1,000 | ||||
| BRADLEY SMOAK | |||||||||||
| 2046 W SUMMERDALE AVE | CHICAGO | IL | 60625 | NONE | SEE STATEMENT 13A | $1,000 | |||||
| DENNIS CHMELENSKY | |||||||||||
| 2402 SPRUCE STREET | PHILADELPHIA | PA | 19103 | NONE | SEE STATEMENT 13A | $1,000 | |||||
| SOFIA SELOWSKY | |||||||||||
| 3833 DUNLAVY STREET | HOUSTON | TX | 77006 | NONE | SEE STATEMENT 13A | $1,000 | |||||
| MILES MYKKANEN | |||||||||||
| 407 N MOORE STREET | BESSEMER | MI | 49911 | NONE | SEE STATEMENT 13A | $1,000 | |||||
| WAGNER SOCIETY OF NEW YORK | |||||||||||
| 609 WEST 114TH STREET | NEW YORK | NY | 10025 | NONE | 501(C)(3) | CHARITABLE - GEN'L OPERATING SUPPORT | $1,000 | ||||
| ALBERT JOSEPH GLUCKERT IV | |||||||||||
| 6102 SE REED COLLEGE PL | PORTLAND | OR | 97202 | NONE | SEE STATEMENT 13A | $1,000 | |||||
| JUSTIN AUSTIN | |||||||||||
| 65 W 127TH STREET | NEW YORK | NY | 10027 | NONE | SEE STATEMENT 13A | $1,000 | |||||
| FELICIA MOORE | |||||||||||
| 849 STATE ROAD | PRINCETON | NJ | 08540 | NONE | SEE STATEMENT 13A | $1,000 | |||||
| HEATHER STEBINS | |||||||||||
| 910 S 49TH STREET | PHILADELPHIA | PA | 19143 | NONE | SEE STATEMENT 13A | $1,000 | |||||
| PAULINA LINNOSAARI-KOISTINEN | |||||||||||
| NONE | SEE STATEMENT 13A | $1,000 | KAUPPALANTIE 25 B12 | HELSINKI | UUSIMAA | FI | |||||
| GOFUNDME | |||||||||||
| WEB BASED | NEW YORK | NY | 10001 | NONE | PATRICIA SAGE BURIAL | $1,000 | |||||
| JOHN BRANCY | |||||||||||
| 76 PINHURST AVE | NEW YORK | NY | 10033 | NONE | SEE STATEMENT 13A | $500 | |||||
| VARTAN GABRIELIAN | |||||||||||
| 166 LOCUST STREET | PHILADELPHIA | PA | 19103 | NONE | SEE STATEMENT 13A | $500 | |||||
| METROPOLITAN OPERA NATL COUNCIL FUN | |||||||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | 501(C)(3) | CHARITABLE - GEN'L OPERATING SUPPORT | $500 | ||||
| THIRTEEN | |||||||||||
| 450 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | 501(C)(3) | CHARITABLE - GEN'L OPERATING SUPPORT | $500 | ||||
| MICHAEL GEORGE MALIAKEL | |||||||||||
| 485 AMSTERDAM AVE | NEW YORK | NY | 10024 | NONE | SEE STATEMENT 13A | $500 | |||||
| HANDS ALONG THE NILE | |||||||||||
| 535 B EAST BRADDOCK ROAD | ALEXANDRIA | VA | 22314 | NONE | 501(C)(3) | CHARITABLE - GEN'L OPERATING SUPPORT | $500 | ||||
| ELIZABETH SYWULKA | |||||||||||
| 539 W 54TH STREET | NEW YORK | NY | 10019 | NONE | SEE STATEMENT 13A | $500 | |||||
| LIEDERKRANZ FOUNDATION INC | |||||||||||
| 6 EAST 87TH STREET | NEW YORK | NY | 10128 | NONE | 501(C)(3) | CHARITABLE - GEN'L OPERATING SUPPORT | $500 | ||||
| MARIA BREA | |||||||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | SEE STATEMENT 13A | $500 | |||||
| ADAM RICHARDSON | |||||||||||
| 612 W 138TH STREET | NEW YORK | NY | 10031 | NONE | SEE STATEMENT 13A | $500 | |||||
| ASHLEY DIXON | |||||||||||
| 701 AVALON WAY | PEACHTREE CITY | GA | 30269 | NONE | SEE STATEMENT 13A | $500 | |||||
| EUROPE AUDITION TOUR | |||||||||||
| WEB BASED | NEW YORK | NY | 10001 | NONE | SEE STATEMENT 13A | $500 | |||||
| BAR HARBOR MUSIC FESTIVAL | |||||||||||
| 741 WEST END AVE | NEW YORK | NY | 10025 | NONE | 501(C)(3) | CHARITABLE - GEN'L OPERATING SUPPORT | $300 | ||||
| MATHEW CIUFITELLI | |||||||||||
| 15 E 65TH STREET | NEW YORK | NY | 10065 | NONE | SEE STATEMENT 13A | $100 | |||||
| JEWISH NATIONAL FUND | |||||||||||
| 42 E 69TH STREET | NEW YORK | NY | 10021 | NONE | 501(C)(3) | CHARITABLE - GEN'L OPERATING SUPPORT | $100 | ||||
| ALASDAIR KENT | |||||||||||
| 42 S 15TH STREET | PHILADELPHIA | PA | 19102 | NONE | SEE STATEMENT 13A | $700 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $349,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $170,774 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $255 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $155,556 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL OFFICE SPACE - E 55TH | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $97,332 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $423,917 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $423,917 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LIEDERKRANZ FOUNDATION INC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 EAST 87TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRA L WEINER CPA | CategoryTxt |
| Amt | $34,719 | Amt |
| Net Investment Income | $5,207 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,512 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2004-02-15 | $6,539 | $6,539 | 200DB | 5.0000 |
| COMPUTER EQUIPMENT | 2007-03-15 | $750 | $750 | 200DB | 5.0000 |
| FAX - XEROX | 2007-11-23 | $1,199 | $1,199 | 200DB | 5.0000 |
| OFFICE EQUIPMENT - COPIER | 2008-02-12 | $1,349 | $1,349 | 200DB | 5.0000 |
| COMPUTER EQUIPMENT | 2008-05-01 | $2,114 | $2,114 | 200DB | 5.0000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE STATEMENT - 19 | BondNm |
| EOY Book Value | $3,431,185 | EOYBookValueAmt |
| EOYFMV | $3,344,356 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE STATEMENT - 18 | StockNm |
| EOY Book Value | $3,060,076 | EOYBookValueAmt |
| EOYFMV | $3,667,750 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DAVIS WRIGHT TREMAINE LLP | CategoryTxt |
| Legal Fees | $64 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT - RENT | Desc |
| BOY Book Value | $14,250 | BOYBookValueAmt |
| EOY Book Value | $14,250 | EOYBookValueAmt |
| EOYFMV | $14,250 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (24 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| LEASING COMMISSIONS | $12,035 | $12,035 | |
| FILING FEES | $655 | $655 | |
| PAYROLL SERVICES - PAYCHEX | $2,588 | $2,588 | |
| OPERA EVENTS, FUNCTIONS AND T | $4,452 | $4,452 | |
| POSTAGE AND DELIVERY | $1,213 | $1,213 | |
| INVESTMENT EXPENSES - OTHER | $604 | $604 | |
| ADVERTISING AND PROMOTION | $18,714 | $18,714 | |
| DUES AND PUBLICATIONS | $2,008 | $2,008 | |
| TELEPHONE | $3,748 | $3,748 | |
| INSURANCE - EMPLOYEE HEALTH | $8,222 | $8,222 | |
| INSURANCE - DIRECTORS LIABILI | $2,576 | $2,576 | |
| INSURANCE - GENERAL | $3,650 | $3,650 | |
| INSURANCE - W/COMP | $1,017 | $1,017 | |
| LOCAL TRAVEL | $8,672 | $8,672 | |
| BOARD MEETING EXPENSES | $2,209 | $2,209 | |
| SPEC EVENT - CONCERT AND RECE | $89,432 | $89,432 | |
| SPEC EVENT - IVC AUDITIONS | $18,845 | $18,845 | |
| SPEC EVENT - LIEDER/SONG COMP | $16,990 | $16,990 | |
| WEB-SITE COSTS | $3,869 | $3,869 | |
| INTERNET AND CABLE ACCESS | $2,272 | $2,272 | |
| COPYING COSTS | $1,435 | $1,435 | |
| BANK AND LATE CHARGES | $28 | $28 | |
| OFFCE EXPENSES | $13,349 | $13,349 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER | $255 | $255 |
| RENTAL OFFICE SPACE - E 55TH | $97,332 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SECURITY DEPOSIT PYABLE | $17,262 | $17,262 |
| CREDIT CARD PAYABLE - MASTERCARD | $1,746 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADV FEES - SEE ST 17 | CategoryTxt |
| Amt | $81,106 | Amt |
| Net Investment Income | $81,106 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID ON DIVIVIDEND | $1,775 | $1,775 |
| FEDERAL EXCISE TAXES | $5,545 |
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