SPEKTOR FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SPEKTOR FAMILY FOUNDATION INC (EIN 13-6277982)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-15
- IRS object ID
- 201733199349101478
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T11:02:30-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010826173 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10616 SCRIPPS SUMMIT COURT STE 100 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92131 | 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 | 136277982 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPEKTOR FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPEK | BusinessNameControlTxt |
| Phone | 8587952000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 10616 SCRIPPS SUMMIT COURT | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIRA SPEKTOR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8587952000 | PhoneNum |
| Signature | 2017-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN E GOLDEN | PreparerPersonNm |
| PTIN | P01086178 | PTIN |
| Phone | 8587952000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.34.24.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-07 | IPDt |
| IP Tm | 15:34:12 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4292B0DF4927CFF249894D34E3DE41E4ACAA4F05 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F42E4D6F3FA07B441D90A5B42BE24D129507290A | 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 | $2,652,559 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $130,683 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $130,683 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,640 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,640 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$297 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $76,576 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $137,026 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $137,323 | 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 | $12,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $11 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,469 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,069 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $400 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,480 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,080 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $301,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $301,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $317,030 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,080 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $307,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$180,004 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $128,243 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $223,695 | CashBOYAmt |
| Cash EOY | $120,509 | CashEOYAmt |
| Cash EOYFMV | $120,534 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,181 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,538 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,538 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,706,754 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,530,487 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,530,487 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,931,630 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,652,534 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,652,559 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,931,630 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,652,534 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,931,630 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,652,534 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,931,630 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,652,534 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,931,630 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$180,004 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,751,626 | SubtotalAmt |
| Other Decreases | $99,092 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,652,534 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 25,000 SHS GATESVILLE TX UTIL SYS | P | 2011-09-14 | 2016-11-23 | $25,356 | $25,243 | $113 | $113 |
| 50,000 SHS ST CHARLES MO CTF PARTN SER B | P | 2011-09-06 | 2016-11-23 | $50,720 | $51,113 | -$393 | -$393 |
| 34 SHS MFS EMERGING MKTS DEBT FD CL I | P | 2011-09-01 | 2016-11-17 | $500 | $517 | -$17 | -$17 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$297 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $255,574 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,896,135 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.088247 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $236,980 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,087,162 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.076763 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $251,385 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,066,410 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.081980 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $147,543 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,259,732 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045262 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $119,771 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,150,195 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038020 | DistributionYr5Rt |
| Total Distribution | 0.330272 | TotalDistributionRt |
| Average Distribution | 0.066054 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,733,637 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $180,568 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,282 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $181,850 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $307,950 | 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 | $1,282 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,282 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,282 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,582 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,582 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $300 | OverpaymentAmt |
| Applied To ES Tax | $300 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MIRA SPEKTOR | IndividualWithBooksNm |
| Phone | 8587952000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 10616 SCRIPPS SUMMIT COURT | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| MIRA SPEKTOR | ||||||||
| 262 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ALEXANDER SPEKTOR | ||||||||
| 20 PELICAN DRIVE | FT LAUDERDALE | FL | 33301 | OFFICER | 1.00 | $0 | $0 | $0 |
| CHARLINE SPEKTOR | ||||||||
| 95 CHRISTOPHER STREET APT 9I | NEW YORK | NY | 10014 | OFFICER | 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 | $2,593,653 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $181,613 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,775,266 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,775,266 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,629 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,733,637 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $136,682 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $136,682 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,282 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,282 | TotalTaxAmt |
| Distributable Before Adj | $135,400 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $135,400 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $135,400 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $307,950 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $307,950 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,282 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $306,668 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $135,400 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $35,730 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $252,805 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $238,427 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $256,900 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $783,862 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $307,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $307,950 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $135,400 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $135,400 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $956,412 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $956,412 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $153,135 | ExcessFromYear3Amt |
| Excess From Year2 | $238,427 | ExcessFromYear2Amt |
| Excess From Year1 | $256,900 | ExcessFromYear1Amt |
| Excess From Current Year | $307,950 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MIRA SPEKTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 10616 SCRIPPS SUMMIT COURT | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8587952000 | RecipientPhoneNum |
| Form And Info And Materials | BY LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AICF FOR VARA STERN FOUNDATION | |||||
| 1140 BROADWAY SUITE 304 | NEW YORK | NY | 10001 | SUPPORT OF ARTS | $2,000 |
| ALL HANDS VOLUNTEERS | |||||
| 6 COUNTY ROAD SUITE 6 | MATTAPOISETT | MA | 02739 | COMMUNITY SERVICES | $1,000 |
| ASPCA | |||||
| 424 E 92ND STREET | NEW YORK | NY | 10022 | COMMUNITY SERVICES | $10,000 |
| CHERRY LANE THEATER | |||||
| 38 COMMERCE STREET | NEW YORK | NY | 10014 | SUPPORT OF ARTS | $3,000 |
| DOWNTOWN JEWISH CENTER | |||||
| 146 DUANE STREET A | NEW YORK | NY | 10013 | COMMUNITY SERVICES | $25,000 |
| DOWNTOWN MUSIC PRODUCTIONS | |||||
| 310 EAST 12TH STREET SUITE 2H | NEW YORK | NY | 10003 | SUPPORT OF ARTS | $700 |
| ELLEN G HERMANSON FOUNDATION | |||||
| 240 MEETING HOUSE LN | SOUTHAMPTON | NY | 11968 | COMMUNITY SERVICES | $2,500 |
| EVERYTOWN FOR GUN SAFETY | |||||
| PO BOX 3886 | NEW YORK | NY | 10163 | EDUCATIONAL PROGRAMS | $15,000 |
| FRACTURED ATLAS | |||||
| 248 W 35TH STREET | NEW YORK | NY | 10001 | SUPPORT OF ARTS | $3,000 |
| FRESH AIR FUND | |||||
| 633 3RD AVE | NEW YORK | NY | 10017 | COMMUNITY SERVICES | $5,000 |
| GOLDEN FLEECE LTD | |||||
| 70A GREENWICH AVENUE 256 | NEW YORK | NY | 10011 | COMMUNITY SERVICES | $9,000 |
| HAYGROUND SCHOOL | |||||
| 151 MITCHELL LANE | BRIDGEHAMPTON | NY | 11932 | EDUCATIONAL PROGRAMS | $5,000 |
| JEFFERSON MARKET LIBRARY GARDEN | |||||
| 70 A GREENWICH AVE | NEW YORK | NY | 10011 | EDUCATIONAL PROGRAMS | $5,000 |
| MUSICIANS CLUB OF NEW YORK | |||||
| 853 7TH AVENUE 4A | NEW YORK | NY | 10019 | SUPPORT OF ARTS | $350 |
| NEW YORK TIMES NEEDIEST CASES FUND | |||||
| 120 BROADWAY | NEW YORK | NY | 10271 | COMMUNITY SERVICES | $5,000 |
| ON SITE OPERA | |||||
| PO BOX 231480 | NEW YORK | NY | 10023 | SUPPORT OF ARTS | $500 |
| OPERA AMERICA | |||||
| 330 7TH AVENUE 7TH FLOOR | NEW YORK | NY | 10001 | SUPPORT OF ARTS | $2,000 |
| PLANNED PARENTHOOD | |||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | COMMUNITY SERVICES | $50,000 |
| SARAH LAWRENCE COLLEGE | |||||
| 1 MED WAY | BRONXVILLE | NY | 10708 | EDUCATIONAL PROGRAMS | $10,000 |
| SOUTHERN VERMONT DANCE FESTIVAL | |||||
| PO BOX 68 | WILLIAMSVILLE | VT | 05362 | SUPPORT OF ARTS | $8,000 |
| THE AMERICAN JEWISH COMMITTEE | |||||
| 165 EAST 56 STREET | NEW YORK | NY | 10022 | EDUCATIONAL PROGRAMS | $25,000 |
| THE ANTI DEFAMATION LEAGUE | |||||
| 605 3RD AVE | NEW YORK | NY | 10158 | EDUCATIONAL PROGRAMS | $25,000 |
| THE BALTIMORE ANIMAL RESCUE AND CARE SHELTER | |||||
| 301 STOCKHOLM STREET | BALTIMORE | MD | 21230 | COMMUNITY SERVICES | $5,000 |
| THE BRATTLE BORO MUSIC CENTER | |||||
| 72 BLANCHE MOYSE WAY | BRATTLEBORO | VT | 05301 | SUPPORT OF ARTS | $2,000 |
| THE EDUCATIONAL ALLIANCE | |||||
| 197 EAST BROADWAY | NEW YORK | NY | 10002 | EDUCATIONAL PROGRAMS | $10,000 |
| THE GEORGE LONDON FOUNDATION | |||||
| 460 WEST 49TH STREET | NEW YORK | NY | 10019 | COMMUNITY SERVICES | $3,000 |
| THE METROPOLITAN MUSEUM OF ART | |||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | SUPPORT OF ARTS | $6,000 |
| THE METROPOLITAN OPERA | |||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | SUPPORT OF ARTS | $5,500 |
| THE PUBLIC THEATER | |||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | SUPPORT OF ARTS | $5,000 |
| THE SOUTHERN POVERTY LAW CENTER | |||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | COMMUNITY SERVICES | $10,000 |
| THEATER FOR THE NEW CITY | |||||
| 155 1ST AVE | NEW YORK | NY | 10003 | SUPPORT OF ARTS | $6,000 |
| UJA FEDERATION OF NEW YORK | |||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | COMMUNITY SERVICES | $10,000 |
| WQXR | |||||
| 122 5TH AVENUE | NEW YORK | NY | 10011 | SUPPORT OF ARTS | $25,000 |
| YORK THEATRE | |||||
| 619 LEXINGTON AVE | NEW YORK | NY | 10022 | SUPPORT OF ARTS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $301,550 | 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 | $130,683 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,640 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$297 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $137,026 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $137,026 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,000 | Amt |
| Net Investment Income | $6,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,000 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SPEKTOR FAMILY FOUNDATION INC 13-6277982 262 CENTRAL PARK WEST NO. 14E NEW YORK, NY 10024-3512PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. SIGNED:_______________________________ DATE ______________ _______________________________ NAME AND TITLE | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| U.S. TRUST | $209,158 | $209,158 |
| STIFEL, NICOLAUS | $2,321,329 | $2,321,329 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | AXA FUND | StockNm |
| EOY Book Value | $1,538 | EOYBookValueAmt |
| EOYFMV | $1,538 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN (LOSS) | Desc |
| Amt | $99,092 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $3,069 | $3,069 | $0 |
| FILING FEES | $400 | $0 | $400 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $11 | Amt |
| Net Investment Income | $11 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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