OSTROVSKY FAMILY FUND INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- OSTROVSKY FAMILY FUND INC (EIN 13-3389580)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-03
- IRS object ID
- 201702159349100105
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-03T13:35:10-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10112 | 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 | 133389580 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSTROVSKY FAMILY FUND INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O DAWN ANGERMAIER DELOITTE TAX LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OSTR | BusinessNameControlTxt |
| Phone | 2124924000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIVIAN OSTROVSKY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2124924000 | PhoneNum |
| Signature | 2017-07-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Dawn Angermaier | PreparerPersonNm |
| PTIN | P00588131 | PTIN |
| Phone | 2124924000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.219.88.140 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-07-27 | IPDt |
| IP Tm | 09:38:22 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D918595BC61AB13AD63BB3C8A7D02C9CDF5D390F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $663,915 | 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 | $300,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $21,196 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,805 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,569 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $484,188 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,569 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $347 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $347 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $334,112 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,721 | 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 |
| Other Prof Fees Rev And Expnss | $82,431 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $82,431 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $254 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $254 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,052 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $952 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $92,737 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,206 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $82,531 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $411,644 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $411,644 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $504,381 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,206 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $494,175 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$170,269 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,515 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $137,805 | CashBOYAmt |
| Cash EOY | $193,378 | CashEOYAmt |
| Cash EOYFMV | $193,378 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $34,522 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,273 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,273 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $434,401 | CorporateStockBOYAmt |
| Corporate Stock EOY | $318,118 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $441,184 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $102,272 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $2,876 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,080 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,080 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $711,876 | TotalAssetsBOYAmt |
| Total Assets EOY | $540,849 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $663,915 | 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 | $711,876 | RetainedEarningBOYAmt |
| Retained Earning EOY | $540,849 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $711,876 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $540,849 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $711,876 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $540,849 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $711,876 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$170,269 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $541,607 | SubtotalAmt |
| Other Decreases | $758 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $540,849 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| FROM K-1 - THE BLACKSTONE GROUP LP | 2016-12-31 | -$4 | -$4 | |||
| FROM K-1 - THE BLACKSTONE GROUP LP | 2016-12-31 | $213 | $213 | |||
| FROM K-1 - KKR & CO LP | 2016-12-31 | -$22 | -$22 | |||
| FROM K-1 - KKR & CO LP | 2016-12-31 | $66 | $66 | |||
| 325 SHS AMERICAN EXPRESS CO | 2016-02-16 | -$8,021 | -$8,021 | 2015-09-23 | $16,940 | $24,961 |
| 1,375 SHS KKR & CO LP | 2016-02-16 | -$7,664 | -$7,664 | 2015-09-23 | $16,546 | $24,210 |
| 470 SHS APPLE INC | 2016-04-27 | $19,843 | $19,843 | 2011-12-19 | $45,327 | $25,484 |
| 1,200 SHS BLACKSTONE GROUP LP | 2016-05-24 | -$6,829 | -$6,829 | 2015-11-25 | $30,666 | $37,495 |
| 40 SHS HOME DEPOT INC | 2016-06-13 | $3,680 | $3,680 | 2010-09-30 | $4,968 | $1,288 |
| 3,000 SHS TEKLA WORLD HEALTHCARE FUND | 2016-06-27 | -$9,435 | -$9,435 | 2015-09-23 | $40,072 | $49,507 |
| 75,000 SHS WINDSTREAM CORPORATION | 2016-07-20 | -$552 | -$552 | 2015-06-10 | $74,955 | $75,507 |
| .289 SHS TEKLA HEALTHCARE INVS | 2016-06-30 | $0 | $0 | 2016-06-30 | $7 | $7 |
| 975 SHS GARMIN LTD SHS | 2016-08-29 | $10,996 | $10,996 | 2015-11-25 | $48,568 | $37,572 |
| .8 SHS ADVANSIX INC | 2016-09-30 | -$2 | -$2 | 2016-08-29 | $11 | $13 |
| 175 SHS HOME DEPOT INC | 2016-11-02 | $15,051 | $15,051 | 2010-09-30 | $20,685 | $5,634 |
| 525 SHS MOBILEYE N.V. | 2016-11-02 | -$6,057 | -$6,057 | 2015-09-23 | $19,099 | $25,156 |
| 25,000 SHS PITNEY BOWES INC | 2016-11-02 | $420 | $420 | 2012-11-21 | $25,828 | $25,408 |
| 3,056 SHS TEKLA HEALTHCARE INVS | 2016-11-02 | $5,867 | $5,867 | 2014-09-30 | $62,716 | $56,849 |
| 400 SHS CVS HEALTH CORP COMMON | 2016-11-02 | -$5,148 | -$5,148 | 2015-11-25 | $32,977 | $38,125 |
| 63 SHS TEKLA HEALTHCARE INVS | 2016-11-02 | -$198 | -$198 | 2016-06-30 | $1,293 | $1,491 |
| 200 SHS PALO ALTO NETWORKS INC | 2016-12-27 | -$4,266 | -$4,266 | 2016-05-24 | $25,189 | $29,455 |
| 175 SHS PRUDENTIAL FINANCIAL INC | 2016-12-27 | $3,551 | $3,551 | 2015-12-30 | $18,341 | $14,790 |
| MORGAN STANLEY - CAPITAL GAIN DISTRIBUTIONS | 2016-12-31 | $1,080 | $1,080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,569 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $35,100 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $852,233 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041186 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $442,539 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $773,087 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.572431 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $489,194 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,128,797 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.433376 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $697,410 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,237,585 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.563525 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $530,378 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $657,169 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.807065 | DistributionYr5Rt |
| Total Distribution | 2.417583 | TotalDistributionRt |
| Average Distribution | 0.483517 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $656,359 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $317,361 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $325 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $317,686 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $494,175 | 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 | $325 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $325 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $325 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,329 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,329 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,004 | OverpaymentAmt |
| Applied To ES Tax | $6,004 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.ostrovsky-family-fund.com | WebsiteAddressTxt |
| Individual With Books | DAWN ANGERMAIER DELOITTE TAX LLP | IndividualWithBooksNm |
| Phone | 2124924000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10112 | 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| VIVIAN OSTROVSKY | |||||||||
| C/O DELOITTE TAX LLP 30 ROCKEFELLER | PLAZA | NEW YORK | NY | 10112 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ROSE OSTROVSKY | |||||||||
| C/O DELOITTE TAX LLP 30 ROCKEFELLER | PLAZA | NEW YORK | NY | 10112 | DIRECTOR | 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 | $571,742 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $94,612 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $666,354 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $666,354 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,995 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $656,359 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,818 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,818 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $325 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $325 | TotalTaxAmt |
| Distributable Before Adj | $32,493 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $32,493 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $32,493 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $494,175 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $494,175 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $325 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $493,850 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,493 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $497,520 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $638,791 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $434,464 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $406,496 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,613 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,008,884 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $494,175 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,493 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $461,682 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,470,566 | 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 | $497,520 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,973,046 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $638,791 | ExcessFromYear4Amt |
| Excess From Year3 | $434,464 | ExcessFromYear3Amt |
| Excess From Year2 | $406,496 | ExcessFromYear2Amt |
| Excess From Year1 | $31,613 | ExcessFromYear1Amt |
| Excess From Current Year | $461,682 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | CityRecipientForeignAddress/CityNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICA-ISRAEL CULTURAL FOUNDATION | ||||||||||||
| 1140 BROADWAY SUITE 304 | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE | $90,641 | |||||
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | ||||||||||||
| 545 FIFTH AVENUE SUITE 920 | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE | $13,000 | |||||
| ARTIS CONTEMPORARY | ||||||||||||
| 433 BROADWAY SUITE 320 | NEW YORK | NY | 10013 | NONE | PC | CHARITABLE | $25,000 | |||||
| ASSOCIACAO CULTURAL VIDEOBRASIL | ||||||||||||
| NONE | PC | CHARITABLE | $25,647 | AV IMPERATRIZ LEOPOLDINA | SAO PAULO | BR | 1150 | |||||
| ROY AND EDNA DISNEYCAL ARTS THEATER | ||||||||||||
| 631 WEST 2ND STREET | LOS ANGELES | CA | 90012 | NONE | PC | CHARITABLE | $10,000 | |||||
| FILM FORUM | ||||||||||||
| 209 WEST HOUSTON STREET | NEW YORK | NY | 10014 | NONE | PC | CHARITABLE | $150,000 | |||||
| FRIENDS OF FOUNDATION DE FRANCE INC | ||||||||||||
| 275 MADISON AVENUE 6TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | CHARITABLE | $30,000 | |||||
| PEF ISRAEL ENDOWMENT FUNDS INC | ||||||||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE | $13,800 | |||||
| TEL AVIV MUSEUM OF ART | ||||||||||||
| NONE | PC | CHARITABLE | $10,000 | 27 SHAUL HAMELECH BLVD | IS | POB 33288 | TEL AVIV | |||||
| THE CENTRAL FUND OF ISRAEL | ||||||||||||
| 980 AVE OF THE AMERICAS 3RD FLOOR | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE | $2,000 | |||||
| THE JERUSALEM FOUNDATION INC | ||||||||||||
| 420 LEXINGTON AVENUE SUITE 1645 | NEW YORK | NY | 10170 | NONE | PC | CHARITABLE | $10,156 | |||||
| THE JEWISH FEDERATIONS OF NORTH AMERICA | ||||||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | PC | CHARITABLE | $31,400 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $411,644 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,196 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $347 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,569 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $34,112 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,112 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| VIVIAN OSTROVSKY | ||||||
| 1 | C/O DELOITTE TAX LLP 30 ROCKEFELLER | NEW YORK | NY | 10112 | $150,000 | Yes (X) |
| EST ASSOCIATES LP | ||||||
| 2 | C/O DELOITTE TAX LLP 30 ROCKEFELLER | NEW YORK | NY | 10112 | $150,000 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY - NOMINEE | BondNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY - NOMINEE | StockNm |
| EOY Book Value | $318,118 | EOYBookValueAmt |
| EOYFMV | $441,184 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY DIVIDENDS RECEIVABLE | $2,876 | $0 | $0 |
| MORGAN STANLEY DISTRIBUTIONS RECEIVABLE | $0 | $1,080 | $1,080 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED FX GAIN/(LOSS) | $11 |
| PRIOR PERIOD ADJUSTMENT | $747 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER INVESTMENT EXPENSES | $36 | $36 | $0 |
| STATE FILING FEES | $200 | $100 | $100 |
| REALIZED FX GAIN/(LOSS) | $816 | $816 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1 - KKR & CO LP | $128 | $128 | $128 |
| FROM K-1 - THE BLACKSTONE GROUP, LP | $219 | $219 | $219 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $82,431 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $82,431 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|
| VIVIAN OSTROVSKY | ||||
| C/O DELOITTE TAX LLP 30 ROCKEFELLER | PLAZA | NEW YORK | NY | 10112 |
| EST ASSOCIATES LP | ||||
| C/O DELOITTE TAX LLP 30 ROCKEFELLER | PLAZA | NEW YORK | NY | 10112 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES | CategoryTxt |
| Amt | $9,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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