J&H GROSS FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- J&H GROSS FAMILY FOUNDATION (EIN 11-3344451)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-10
- IRS object ID
- 201723149349100207
- 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 Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-10T08:47:02-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112473984 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LESHKOWITZ & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113344451 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J&H GROSS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | J&HG | BusinessNameControlTxt |
| Phone | 8453622006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1224 EAST 24TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN GROSS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8453622006 | PhoneNum |
| Signature | 2017-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK SILBERMINTZ | PreparerPersonNm |
| PTIN | P00586310 | PTIN |
| Phone | 2125325550 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.105.216.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-07 | IPDt |
| IP Tm | 15:23:40 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 93865E3EFD64A3E38DCB8DFAB94E24AABF5356D7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 92AAD7AF620213DD52A30BA99A86FAE8F491D81B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $261,677 | 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 | $101,404 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,503 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,503 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,372 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $205,025 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,306 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $124,289 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,819 | 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 | $5,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,240 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,360 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $18,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,200 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,800 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,072 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,072 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,922 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,440 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,232 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $114,169 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $114,169 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $147,091 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,440 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $137,401 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,802 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,379 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,188 | CashBOYAmt |
| Cash EOY | $25,466 | CashEOYAmt |
| Cash EOYFMV | $25,466 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,918 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,918 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $237,542 | CorporateStockBOYAmt |
| Corporate Stock EOY | $158,561 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $185,293 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $257,747 | TotalAssetsBOYAmt |
| Total Assets EOY | $234,945 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $261,677 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $257,747 | RetainedEarningBOYAmt |
| Retained Earning EOY | $234,945 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $257,747 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $234,945 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $257,747 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $234,945 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $257,747 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,802 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $234,945 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $234,945 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 478 FIDELITY TOTAL MKT INDEX PREMIUM CL | D | 2014-09-30 | 2016-07-29 | $30,000 | $19,745 | $10,255 | $10,255 |
| 323 FIDELITY TOTAL MKT INDEX PREMIUM CL | D | 2014-09-30 | 2016-09-14 | $20,000 | $13,966 | $6,034 | $6,034 |
| 635 FIDELITY TOTAL MKT INDEX PREMIUM CL | D | 2014-09-30 | 2016-11-10 | $40,000 | $26,235 | $13,765 | $13,765 |
| 117 FIDELITY TOTAL MKT INDEX PREMIUM CL | D | 2014-09-30 | 2017-03-21 | $8,000 | $4,877 | $3,123 | $3,123 |
| 361 FIDELITY TOTAL MKT INDEX PREMIUM CL | D | 2014-09-30 | 2017-05-25 | $25,000 | $15,121 | $9,879 | $9,879 |
| 129 FIDELITY NASDAQ COMPOSITE INDEX | D | 2014-06-30 | 2017-03-21 | $10,000 | $6,203 | $3,797 | $3,797 |
| 370 FIDELITY NASDAQ COMPOSITE INDEX | D | 2014-06-30 | 2017-05-25 | $30,000 | $17,785 | $12,215 | $12,215 |
| 790 FID. SMALL CAP INDEX PREMIUM CLASS | P | 2014-06-30 | 2016-12-09 | $15,000 | $12,949 | $2,051 | $2,051 |
| 1,330 FID. SMALL CAP INDEX PREMIUM CLASS | P | 2014-06-30 | 2017-06-09 | $25,000 | $21,838 | $3,162 | $3,162 |
| PROCEEDS FROM SECURITY LITIGATIONS | P | 2016-06-30 | 2017-06-30 | $261 | $261 | $261 | |
| CAPITAL GAINS DIVIDENDS | P | $1,764 | $1,764 | $1,764 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,306 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $154,385 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $300,783 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.513277 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $168,004 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $340,070 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.494028 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $104,144 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $287,309 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.362481 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $195,970 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $354,511 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.552790 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $192,281 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $500,917 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.383858 | DistributionYr5Rt |
| Total Distribution | 2.306434 | TotalDistributionRt |
| Average Distribution | 0.461287 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $276,732 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $127,653 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $604 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $128,257 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $137,401 | 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 | $604 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $604 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $604 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $261 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $261 | TotalPaymentsAndCreditsAmt |
| Tax Due | $343 | TaxDueAmt |
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 |
| Individual With Books | JH GROSS FAMILY FOUNDATION | IndividualWithBooksNm |
| Phone | 8453622006 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1224 EAST 24TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11210 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JONATHAN GROSS | ||||||||
| 14 FIELDCREST DRIVE | WESLEY HILLS | NY | 10952 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| HEDDY GROSS | ||||||||
| 14 FIELDCREST DRIVE | WESLEY HILLS | NY | 10952 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $252,206 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,740 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $280,946 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $280,946 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,214 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $276,732 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,837 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,837 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $604 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $604 | TotalTaxAmt |
| Distributable Before Adj | $13,233 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,233 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,233 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $137,401 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $137,401 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $604 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $136,797 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,233 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $167,235 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $178,244 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $90,717 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $151,562 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $139,762 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $727,520 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $137,401 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,233 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $124,168 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $851,688 | 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 | $167,235 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $684,453 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $178,244 | ExcessFromYear4Amt |
| Excess From Year3 | $90,717 | ExcessFromYear3Amt |
| Excess From Year2 | $151,562 | ExcessFromYear2Amt |
| Excess From Year1 | $139,762 | ExcessFromYear1Amt |
| Excess From Current Year | $124,168 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JONATHAN GROSS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JH GROSS FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1224 EAST 24TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8453622006 | RecipientPhoneNum |
| Form And Info And Materials | LETTERS; PURPOSE OF ORGANIZATION, AND USE OF FUNDS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DETAILS OF CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS AVAILABLE UPON REQUEST | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JH GROSS FAMILY FOUNDATION 1224 | AddressLine1Txt |
| Address Line2 | EAST 24TH STREET | AddressLine2Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | AVAIALBLE UPON REQUE | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATING BUDGET | GrantOrContributionPurposeTxt |
| Amt | $114,169 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $114,169 | 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 | $10 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,503 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,372 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22,885 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,885 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONATHAN AND HEDDY GROSS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 FIELDCREST DR | AddressLine1Txt |
| City | WESLEY HILLS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10952 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $101,404 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,616 SHARES FIDELITY TOTAL MARKET INDEX PREMIUM CL | NoncashPropertyDesc |
| Fair Market Value | $101,404 | FairMarketValueAmt |
| Received | 2016-09-12 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,600 | Amt |
| Net Investment Income | $2,240 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,360 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY | StockNm |
| EOY Book Value | $158,561 | EOYBookValueAmt |
| EOYFMV | $185,293 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $3,397 | $0 | $3,397 |
| REPAIRS | $5,133 | $0 | $5,133 |
| FILING FEES | $200 | $0 | $200 |
| ADVERTISING EXPENSES | $150 | $0 | $150 |
| BANK CHARGES | $192 | $0 | $192 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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