GREENBLATT FAMILY CHARITABLE TR: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GREENBLATT FAMILY CHARITABLE TR (EIN 27-6946683)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201733189349101413
- Schema version
- 2016v3.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T12:05:10-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Park Ave | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101540102 | 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 | 276946683 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Greenblatt Family Charitable Trust | BusinessNameLine1Txt |
| Business Name Line2 | C/O William Greenblatt | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KPMG LLP | InCareOfNm |
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 2127365100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 State Street 24th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM GREENBLATT | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Warren Abkowitz | PreparerPersonNm |
| PTIN | P00182285 | PTIN |
| Phone | 2127589700 | PhoneNum |
| Preparation | 2017-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.102.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 13407320173185000029 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3A4C4265C25DF978385AD01E8F13C5C0BCBC5A97 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F6581E5006B92E4E3078C4640FCC4882281D7282 | 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 | $8,086,282 | 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 | $3,643 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $355 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $355 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $138,049 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $139,592 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $511,815 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,016,431 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $616,750 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | -$57,617 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $653,862 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $699,080 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,287 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $365 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $365 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,620 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $29 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $4,589 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,652 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $469,670 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $469,670 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $474,259 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,652 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $469,670 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $179,603 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $697,428 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,493,397 | CashBOYAmt |
| Cash EOY | $76,360 | CashEOYAmt |
| Cash EOYFMV | $76,360 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,376,796 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,679,003 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,147,689 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $500,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $519,361 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $500,182 | OtherAssetsBOYAmt |
| Other Assets EOY | $294,615 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $342,872 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,370,375 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,549,978 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,086,282 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,370,375 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,549,978 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,370,375 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,549,978 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,370,375 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,549,978 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,370,375 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $179,603 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,549,978 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,549,978 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SEE ATTACHED STIFEL | $1,910,352 | $1,399,681 | $510,671 | $510,671 | |
| DISPOSITION OF PTP INVESTMENTS | $104,935 | $104,935 | $104,935 | ||
| CAPITAL GAIN DIVIDENDS | $1,144 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $616,750 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $307,550 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,692,378 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.11423 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $257,709 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,456,599 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.104905 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $168,847 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,223,602 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.075934 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $185,459 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,045,276 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.090677 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $64,028 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,986,066 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.032239 | DistributionYr5Rt |
| Total Distribution | 0.417985 | TotalDistributionRt |
| Average Distribution | 0.083597 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,753,628 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $648,180 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,974 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $655,154 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $469,670 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,949 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,949 | SubtotalAmt |
| Tax Based On Investment Income | $13,949 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,527 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $20,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $21,527 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $357 | EsPenaltyAmt |
| Overpayment | $7,221 | OverpaymentAmt |
| Applied To ES Tax | $7,221 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127589700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 PARK AVENUE | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10154 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| William M Greenblatt | ||||||||
| 11 E 68th Street apt 10E | New York | NY | 10065 | Trustee | 1.0 | $0 | $0 | $0 |
| Judith S Greenblatt | ||||||||
| 11 E 68th STreet apt 10E | New York | NY | 10065 | Trustee | 1.0 | $0 | $0 | $0 |
| Steven Jacob GReenblatt | ||||||||
| 60 East 8th street apt 32P | New York | NY | 10003 | Trustee | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,311,998 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,559,706 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,871,704 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,871,704 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $118,076 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,753,628 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $387,681 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $387,681 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,949 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,949 | TotalTaxAmt |
| Distributable Before Adj | $373,732 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $373,732 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $373,732 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $469,670 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $469,670 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $469,670 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $373,732 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $41,354 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $59,773 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $137,275 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $175,895 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $414,297 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $469,670 | QualifyingDistributionsAmt |
| Applied To Current Year | $373,732 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $95,938 | RemainingDistriFromCorpusAmt |
| Total Corpus | $510,235 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $510,235 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $41,354 | ExcessFromYear4Amt |
| Excess From Year3 | $59,773 | ExcessFromYear3Amt |
| Excess From Year2 | $137,275 | ExcessFromYear2Amt |
| Excess From Year1 | $175,895 | ExcessFromYear1Amt |
| Excess From Current Year | $95,938 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM M GREENBLATT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| American Society for Yad Vashem | ||||||||
| 500 5th Ave 42 | New York | NY | 10110 | NONE | PC | NON-RESTRICTED | $2,000 | |
| Make-a-Wish Foundation | ||||||||
| One Penn PLaza | New York | NY | 10119 | NONE | PC | NON-RESTRICTED | $200 | |
| Bottom Line | ||||||||
| 44 Court St 300 | Brooklyn | NY | 11201 | NONE | PC | NON-RESTRICTED | $500 | |
| Bryn Mawr Terrace | ||||||||
| 773 E Haverford Road | Bryn Mawr | PA | 19010 | none | PC | NON-RESTRICTED | $100 | |
| Jewish Theological Seminary of America | ||||||||
| 3080 Broadway | New York | NY | 10027 | NONE | PC | NON-RESTRICTED | $10,000 | |
| Multiple Myeloma Research Foundation | ||||||||
| MerrittView 383 Main Ave 5 | Norwalk | CT | 06851 | NONE | PC | NON-RESTRICTED | $10,000 | |
| NARAL Pro-choice New York | ||||||||
| 470 Park Avenue South | New York | NY | 10016 | NONE | PC | NON-RESTRICTED | $1,500 | 7th Floor |
| National Multiple Sclerosis Society | ||||||||
| 733 3rd Ave | New York | NY | 10017 | NONE | PC | NON-RESTRICTED | $200 | |
| Park Avenue Synagogue | ||||||||
| 50 E 87th St | New York | NY | 10128 | NONE | PC | NON-RESTRICTED | $122,570 | |
| The Public Theater | ||||||||
| 425 Lafayette Street | New York | NY | 10003 | NONE | PC | NON-RESTRICTED | $2,000 | |
| University of Maryland Alumni Association | ||||||||
| Samuel Riggs IV Alumni Center / 780 | College Park | MD | 207421521 | NONE | PC | NON-RESTRICTED | $32,250 | |
| Washington University in St Louis Alumni&Developm | ||||||||
| One Booking Drive Campus Box 1210 | St Louis | MO | 63130 | NONE | PC | NON-RESTRICTED | $2,500 | |
| ECLC Foundation | ||||||||
| 21 Lum Ave | Chatham Township | NJ | 07928 | NONE | PC | NON-RESTRICTED | $25,000 | |
| Yeshiva Ateret Torah | ||||||||
| 901 Quentin Rd | Brooklyn | NY | 11223 | NONE | PC | NON-RESTRICTED | $250 | |
| Wolfson Children's Hospital | ||||||||
| 800 Prudential Dr | Jacksonville | FL | 32207 | NONE | PC | NON-RESTRICTED | $500 | |
| The Jewish Museum | ||||||||
| 1109 5th Ave 92nd St | New York | NY | 10128 | NONE | PC | NON-RESTRICTED | $3,000 | |
| Pap Corps For Cancer Research Boca Lago | ||||||||
| 1166 W Newport Center Dr Suite 11 | Deerfield Beach | FL | 33442 | NONE | PC | NON-RESTRICTED | $1,000 | |
| Success Academy Charter Schools | ||||||||
| 95 Pine St | New York | NY | 10005 | NONE | PC | NON-RESTRICTED | $47,100 | |
| Jewish Federation of Greater Metrowest NJ | ||||||||
| 901 NJ-10 | Whippany | NJ | 07981 | NONE | PC | NON-RESTRICTED | $50,000 | |
| NYU Finding A Cure for Epilepsy and Seizures | ||||||||
| 223 East 34th Street | New York | NY | 10016 | NONE | PC | NON-RESTRICTED | $10,800 | |
| Artworks NYC | ||||||||
| 96 Engle Street Suite 120 | Englewood | NJ | 07631 | NONE | PC | NON-RESTRICTED | $500 | |
| The Valerie Fund | ||||||||
| 2101 Millburn Ave | Maplewood | NJ | 07040 | NONE | PC | NON-RESTRICTED | $1,000 | |
| Robin Hood | ||||||||
| 826 BROADWAY 9TH FLOOR | New York | NY | 10027 | NONE | PC | NON-RESTRICTED | $5,000 | |
| Terrapin Club Scholarship | ||||||||
| 2707 Terrapin | College Park | MD | 20742 | NONE | PC | NON-RESTRICTED | $4,400 | |
| City Parks Foundation | ||||||||
| 830 5th Ave | New York | NY | 10065 | NONE | PC | NON-RESTRICTED | $2,500 | |
| Cardoso Law | ||||||||
| 55 Fifth Avenue | New York | NY | 10003 | NONE | PC | NON-RESTRICTED | $33,000 | |
| Congregation Ohr ShalomSummit JCC | ||||||||
| 67 Kent Place Boulevard | Summit | NJ | 07901 | NONE | PC | NON-RESTRICTED | $10,000 | |
| Camp Oakhurst New York Service for the Handicapped | ||||||||
| 111 Monmouth Road | Oakhurst | NJ | 07755 | NONE | PC | NON-RESTRICTED | $1,000 | |
| AJC Global Jewish Advocacy | ||||||||
| 165 E 56th St | New York | NY | 10022 | NONE | PC | NON-RESTRICTED | $1,800 | |
| UJA-Federation of New York | ||||||||
| 130 E 59th St | New York | NY | 10022 | NONE | PC | NON-RESTRICTED | $50,000 | |
| Congregation Brothers-Israel | ||||||||
| 250 Park Ave | Long Branch | NJ | 07740 | NONE | PC | NON-RESTRICTED | $1,000 | |
| Jerusalem Foundation | ||||||||
| 420 Lexington Ave 1645 | New York | NY | 10170 | NONE | PC | NON-RESTRICTED | $5,000 | |
| MRCC Foundation Inc | ||||||||
| 101 Eisenhower | ROSELAND | NJ | 07068 | NONE | PC | NON-RESTRICTED | $1,000 | |
| Kids at Hope | ||||||||
| 1801 S 12th St | Phoenix | AZ | 85034 | NONE | PC | NON-RESTRICTED | $1,000 | |
| Abingdon Theatre Company | ||||||||
| 312 W 36th St | New York | NY | 10018 | NONE | PC | NON-RESTRICTED | $30,000 | |
| Cyan Gray Hope Foundation | ||||||||
| 3264 GARDEN AVENUE | LOS ANGELES | CA | 90039 | NONE | PC | NON-RESTRICTED | $500 | |
| Class of 1975 Teacher App Scholarship Fund | ||||||||
| Ocean Township High School | Oakhurst | NJ | 07755 | NONE | PC | NON-RESTRICTED | $500 | 550 West Park Avenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $469,670 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138,404 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $510,671 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $649,075 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $649,075 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,575 | Amt |
| Net Investment Income | $1,287 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STIFEL - MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $5,679,003 | EOYBookValueAmt |
| EOYFMV | $7,147,689 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Book Value | $500,000 | BookValueAmt |
| EOYFMV | $519,361 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS L | $500,182 | $0 | |
| BLACKSTONE GROUP LP | $0 | $289,186 | $337,443 |
| OTHER RECEIVABLE | $0 | $5,429 | $5,429 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $29 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|
| K-1: THE BLACKSTONE GROUP LP | $12,678 |
| K-1: SUNOCO LOGISTICS PARTNERS LP | -$9,070 |
| K-1: MAGELLAN MIDSTREAM PARTNERS LP | -$4,236 |
| K-1: GENSIS ENERGY LP | -$29,139 |
| K-1: ENTERPRISE PRODUCTS PARTNERS LP | -$27,850 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $1,620 | Amt |
Comments