THE CHAZEN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE CHAZEN FOUNDATION (EIN 13-3229474)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201743199349102629
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T13:25:46-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100174683 | 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 | 133229474 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHAZEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAZ | BusinessNameControlTxt |
| Phone | 2128887800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CITRIN COOPERMAN 529 FIFTH AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEROME CHAZEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128887800 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN REPETTI | PreparerPersonNm |
| PTIN | P00163823 | PTIN |
| Phone | 2126971000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.108.113.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 12:00:29 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8B406C82130F4D47A23D043FA7329149B74E6509 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CB0588550AC9AA29340032DA32728C0F47658FC4 | 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 | $8,166,505 | 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 | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $183,656 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $183,656 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$211,239 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,448,153 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $221 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $221 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$27,349 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $183,890 | 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 |
| Legal Fees Rev And Expnss | $4,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,758 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,175 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $85,724 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $85,724 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $129,780 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $128,383 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,397 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $292,762 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $148,558 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $120,621 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $354,964 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $354,964 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $647,726 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $148,558 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $475,585 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$675,075 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,332 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $335,782 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $152,140 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $152,140 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,576,440 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,025,414 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,447,754 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,303,199 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $399,551 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $381,775 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $187,534 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $154,322 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $174,032 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $10,804 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,804 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,804 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,413,759 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,742,231 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,166,505 | 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 | $8,413,759 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,742,231 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,413,759 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,742,231 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,413,759 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,742,231 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,413,759 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$675,075 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,558 | OtherIncreasesAmt |
| Subtotal | $7,742,242 | SubtotalAmt |
| Other Decreases | $11 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,742,231 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| JPM DIRECT CORPORATE FINANCE | P | $1,026 | $1,026 | $1,026 | |
| OZ DOMESTIC PARTNERS, LP | P | $26,543 | $26,543 | $26,543 | |
| WHITNEY STRATEGIC PARTNERS IV, LP | P | $5,202 | $5,202 | $5,202 | |
| PUBLICLY TRADED SECURITIES | $509,547 | -$3,174 | -$3,174 | $512,721 | |
| PUBLICLY TRADED SECURITIES | $1,656,542 | -$489,814 | -$489,814 | $2,146,356 | |
| LANSDOWNE EUROPEAN EQUITY FUND | P | $2,520 | $2,520 | $2,520 | |
| CAPITAL GAIN (LOSS) FROM PASSTHROUGHS | P | -$315 | -$315 | $315 | |
| CAPITAL GAIN FROM PASSTHROUGHS | P | $2,264 | $2,264 | $2,264 | |
| GENESIS PARTNERS II LLC LP | P | $11,584 | $11,584 | $11,584 | |
| CAPITAL GAINS DIVIDENDS | P | $232,925 | $232,925 | $232,925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$211,239 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $961,176 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,670,474 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.110856 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,034,067 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,756,380 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.105989 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,556,073 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,579,531 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.147083 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,074,225 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,220,310 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.136280 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,005,793 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,724,195 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.564527 | DistributionYr5Rt |
| Total Distribution | 1.064735 | TotalDistributionRt |
| Average Distribution | 0.212947 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,945,121 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,691,890 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $353 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,692,243 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $475,585 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $707 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $707 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $707 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $2,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $21 | EsPenaltyAmt |
| Overpayment | $1,772 | OverpaymentAmt |
| Applied To ES Tax | $1,772 | 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 | CHAZEN.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & COLLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126971000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JEROME CHAZEN | ||||||||
| 150 EAST 58TH STREET | NEW YORK | NY | 10155 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| SIMONA CHAZEN | ||||||||
| 150 EAST 58TH STREET | NEW YORK | NY | 10155 | TRUSTEE | 0.25 | $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 | $7,703,997 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $162,488 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $199,628 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,066,113 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,066,113 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $120,992 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,945,121 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $397,256 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $397,256 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $707 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $707 | TotalTaxAmt |
| Distributable Before Adj | $396,549 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $396,549 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $396,549 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $475,585 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $475,585 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $475,585 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $396,549 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,142,403 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,323,902 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,118,431 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $558,243 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $551,199 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,694,178 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $475,585 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $396,549 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $79,036 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,773,214 | 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 | $9,142,403 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,630,811 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,323,902 | ExcessFromYear4Amt |
| Excess From Year3 | $1,118,431 | ExcessFromYear3Amt |
| Excess From Year2 | $558,243 | ExcessFromYear2Amt |
| Excess From Year1 | $551,199 | ExcessFromYear1Amt |
| Excess From Current Year | $79,036 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 92ND STREET | |||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $4,200 |
| AMERICAN FRIENDS OF BEIT HATFUTSOT | |||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| AMERICAN RED CROSS IN GREATER NY | |||||||
| 520 WEST 49TH STREET | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| BADGER ADVOCATES | |||||||
| 10 E DOTY ST SUITE 836 | MADISON | WI | 53703 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| CENTER FOR SAFETY & CHANGE | |||||||
| 9 JOHNSONS LANE | NEW CITY | NY | 10956 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $20,500 |
| CITYMEALS ON WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| COLUMBIA BUSINESS SCHOOL | |||||||
| 3022 BROADWAY | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| COMMUNITY IMPACT | |||||||
| 105 EARL HALL 2980 BROADWAY | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| COUNCIL FOR ECONOMIC EDUCATION | |||||||
| 122 EAST 42ND STREET SUITE 2600 | NEW YORK | NY | 10168 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| GIRL SCOUT COUNCIL OF GREATER NEW YORK | |||||||
| 613 MIDLAND AVENUE | STATEN ISLAND | NY | 10306 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| GLIMMERGLASS OPERA | |||||||
| 7300 STATE HIGHWAY 80 | COOPERSTOWN | NY | 13326 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| JEWISH EDUCATION PROJECT | |||||||
| 520 EIGHT AVENUE 15TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| JEWISH NATIONAL FUND | |||||||
| 42ND EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| LOUIS ARMSTRONG HOUSE MUSEUM | |||||||
| 34-56 107TH ST | CORONA | NY | 11368 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| MUSEUM AT ELDRIDGE STREET | |||||||
| 12 ELDRIDGE STREET | NEW YORK | NY | 10002 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| MUSEUM OF ARTS AND DESIGN | |||||||
| 2 COLUMBUS CIRCLE | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $21,000 |
| NATIONAL JAZZ MUSEUM IN HARLEM | |||||||
| 58 W 129TH STREET HARLEM | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| NATIONAL JEWISH HEALTH | |||||||
| 1400 JACKSON STREET | DENVER | CO | 80206 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| NEW YORK PUBLIC RADIO (WNYC) | |||||||
| 160 VARICK STREET 8TH FLOOR | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | GENRAL SUPPORT | $27,500 |
| NEWPORT FESTIVALS FOUNDATION INC | |||||||
| PO BOX 3865 | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $26,000 |
| PENGUIN REP THEATER | |||||||
| 7 CRICKETOWN RD STONY POINT | NEW YORK | NY | 10980 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,350 |
| PEOPLE TO PEOPLE | |||||||
| 2405 GRAND BOULEVARD SUITE 500 | KANSAS CITY | MO | 64108 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| PROJECT PERICLES INC | |||||||
| 551 5TH AVENUE | NEW YORK | NY | 10176 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| ROCKLAND COUNTRY PRIDE CENTER | |||||||
| 28 S FRANKLIN ST NYACK | NEW YORK | NY | 10960 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| ROCKLAND COMMUNITY FOUNDATION | |||||||
| PO BOX 323 | NEW CITY | NY | 10956 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,200 |
| ROUNDABOUT THEATER COMPANY | |||||||
| 231 WEST 39TH STREET SUITE 1200 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $4,500 |
| SHAW FESTIVAL FOUNDATION | |||||||
| PO BOX 628 | LEWISTON | NY | 140920628 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| TANENBAUM | |||||||
| 254 W 31ST STREET FL 7 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| THE REFORM TEMPLE OF ROCKLAND | |||||||
| 330 NORTH HIGHLAND AVE | NEW YORK | NY | 10960 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $4,294 |
| THIRTEENWNET | |||||||
| 825 8TH AVENUE | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| UNITED HOSPICE OF ROCKLAND | |||||||
| 11 STOKUM LANE | NEW YORK | NY | 10956 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,500 |
| URBAN GLASS | |||||||
| 126 13TH ST | BROOKLYN | NY | 11215 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| UW FOUNDATION CHAZEN MUSEUM OF ART | |||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $7,000 |
| VARIOUS ORGANIZED CHARITIES - 1000 AND UNDER | |||||||
| VARIOUS | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $32,095 |
| VCS INC | |||||||
| 77 SOUTH MAIN STREET | NEW YORK | NY | 10956 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $50,825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $354,964 | 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 | $13 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $183,656 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $221 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$211,239 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$27,349 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$27,349 | 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 | OUTSIDE ACCOUNTING & TAX SERVICES | CategoryTxt |
| Amt | $25,500 | Amt |
| Net Investment Income | $8,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10260 UNITS ISHARES S&P PREF STK ETF | $399,551 | $381,775 |
| 7933.773 UNITS SEQUOIA FUND | $0 | $0 |
| 9011.715 UNITS FIDELITY CHINA REGION FUND | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 14275 UNITS ISHARES CORE S&P 500 ETF | $2,730,839 | $3,211,732 |
| 5617 UNITS ISHARES RUSSELL 2000 GROWTH ETF | $815,971 | $864,681 |
| 8930 UNITS VANGUARD FTSE EMERGING MARKETS ETF | $0 | $0 |
| 4684 UNITS POWERSHARES BUYBACK ACHIEVERS | $206,674 | $236,355 |
| 8310 UNITS DEUTSCHE X-TRACKERS MSCI EAFE | $254,618 | $233,179 |
| 16539 UNITS WISDOMTREE EUROPE HEDGED EQUITY | $937,445 | $949,339 |
| 10535 UNITS VANGUARD GLOBAL EX-U.S. REAL ESTATE | $599,863 | $522,220 |
| 7392 UNITS VANGUARD REIT ETF | $646,822 | $610,062 |
| 8439 UNITS VANGUARD MID-CAP VALUE INDEX FUND | $833,182 | $820,186 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JPM POOLED CORPORATE FINANCE LLC | AT COST | $127,422 | $38,013 |
| JPM POOLED VENTURE CAPITAL PRIVATE INVESTORS LLC | AT COST | $26,264 | $18,119 |
| WHITNEY STRATEGIC PARTNERS IV L.P. | AT COST | $0 | $0 |
| COMVEST ABSOLUTE RETURN ENHANCED FUND | AT COST | $636 | $636 |
| OZ DOMESTIC PARTNERS LP | AT COST | $0 | $113,580 |
| JPM DIRECT CORPORATE FIN. PRIV. INV. LLC | AT COST | $0 | $3,684 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MCLAUGHLIN & STERN, LLP- LEGAL FEES | CategoryTxt |
| Legal Fees | $4,000 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $10,804 | BOYBookValueAmt |
| EOY Book Value | $10,804 | EOYBookValueAmt |
| EOYFMV | $10,804 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXPENSES FROM PASSTHROUGHS | Desc |
| Amt | $11 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT & CUSTODIAN FEES | $125,000 | $125,000 | $0 |
| OFFICE SUPPLIES & EXPENSES | $1,122 | $0 | $1,122 |
| OTHER EXPENSES FROM PASSTHROUGHS | $3,383 | $3,383 | $0 |
| NYS FILING FEE | $275 | $0 | $275 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT CLAIM RECOVERY | Desc |
| Revenue And Expenses Per Books | $221 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $221 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $221 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCREASE- BOOK/TAX TIMING DIFFERENCE | Desc |
| Amt | $3,558 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOKKEEPING & ADMINISTRATION | CategoryTxt |
| Amt | $20,000 | Amt |
| Net Investment Income | $7,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,500 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $4,175 | $4,175 | $0 |
| FEDERAL EXCISE TAX | $23,583 | $0 | $0 |
Comments