THE FELD FAMILY FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE FELD FAMILY FOUNDATION INC (EIN 20-1882818)
Tax period
2015-12-01 to 2016-11-30
Filed
2017-03-02
IRS object ID
201710619349100506
Schema version
2015v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-03-02T13:17:03-06:00ReturnTs
Tax Period End2016-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANCHIN BLOCK & ANCHIN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11375 BROADWAYAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100187001ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201882818EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FELD FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% BONNIE FELDInCareOfNm
Business Name ControlFELDBusinessNameControlTxt
Phone2128403456PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1c/o Anchin Block - 1375 BroadwayAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBONNIE FELDPersonNm
Person TitleSecy/TreasPersonTitleTxt
Phone7034484040PhoneNum
Signature2017-02-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJANE E BERNARDINIPreparerPersonNm
PTINP00366786PTIN
Phone2128403456PhoneNum
Preparation2017-02-23PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,600,538FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,264,708ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$139,641DividendsRevAndExpnssAmt
Dividends Net Invst Incm$139,641DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$299,978NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,877,373GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$299,978CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,704,327TotalRevAndExpnssAmt
Total Net Invst Incm$439,619TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$16,889LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$11,822LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$5,067LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,975AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,275AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$21,139TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,797TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,342TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$450,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$450,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$471,139TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,797TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$456,342TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,233,188ExcessRevenueOverExpensesAmt
Net Investment Income$424,822NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$216,996SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$293,215SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$293,215SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,518,173CorporateStockBOYAmt
Corporate Stock EOY$7,126,477CorporateStockEOYAmt
Corporate Stock EOYFMV$7,307,323CorporateStockEOYFMVAmt
Total Assets BOY$6,735,169TotalAssetsBOYAmt
Total Assets EOY$7,419,692TotalAssetsEOYAmt
Total Assets EOYFMV$7,600,538TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$6,735,169CapitalStockBOYAmt
Capital Stock EOY$7,419,692CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$6,735,169TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,419,692TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,735,169TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,419,692TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,735,169TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,233,188ExcessRevenueOverExpensesAmt
Subtotal$7,968,357SubtotalAmt
Other Decreases$548,665OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,419,692TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$1,877,373GrossSalesPriceAmt
Cost Or Other Basis$1,577,395CostOrOtherBasisAmt
Gain Or Loss$299,978GainOrLossAmt
Gains Minus Excess Or Losses$299,978GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$299,978CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$201,050AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,517,984NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.030845DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,050AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,841,128NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.00018DistributionYr2Rt
Adjusted Qlfy Distri Yr3$900AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,352,191NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000207DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,125AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,321,773NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000339DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,200AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,756,040NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000435DistributionYr5Rt
Total Distribution0.032006TotalDistributionRt
Average Distribution0.006401AverageDistributionRt
Net Vl Noncharitable Assets$7,314,714NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$46,821AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,248NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$51,069AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$456,342QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$4,248InvestmentIncomeExciseTaxAmt
Subtotal$4,248SubtotalAmt
Tax Based On Investment Income$4,248TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,797EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,797TotalPaymentsAndCreditsAmt
Overpayment$549OverpaymentAmt
Applied To ES Tax$549AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addressn/aWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BONNIE FELDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7034484040PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19609 HALTER COURTAddressLine1Txt
CityPOTOMACCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20854ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Kenneth J Feld
c/o Anchin 1375 BroadwayNew YorkNY10018president1.0$0$0$0
Bonnie Feld
c/o Anchin 1375 BroadwayNew YorkNY10018secy/treas1.0$0$0$0
NICOLE FELD STRAUSS
C/O ANCHIN 1375 BROADWAYNEW YORKNY10018VICE PRESIDENT1.0$0$0$0
ALANA FELD HACKEL
C/O ANCHIN 1375 BROADWAYNEW YORKNY10018VICE PRESIDENT1.0$0$0$0
JULIETTE FELD GROSSMAN
C/O ANCHIN 1375 BROADWAYNEW YORKNY10018VICE PRESIDENT1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,356,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$70,106AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,426,106TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,426,106AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$111,392CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,314,714NetVlNoncharitableAssetsAmt
Minimum Investment Return$365,736MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$365,736MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,248TaxBasedOnInvestmentIncomeAmt
Total Tax$4,248TotalTaxAmt
Distributable Before Adj$361,488DistributableBeforeAdjAmt
Distributable Before Ded$361,488DistributableBeforeDedAmt
Distributable As Adjusted$361,488DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$456,342ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$456,342QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$4,248PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$452,094AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$361,488DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Qualifying Distributions$456,342QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$361,488AppliedToCurrentYearAmt
Remaining Distri From Corpus$94,854RemainingDistriFromCorpusAmt
Total Corpus$94,854TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$94,854ExcessDistriCyovToNextYrAmt
Excess From Current Year$94,854ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKENNETH J FELDContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Florida State University Foundation
2010 Levy AvenueTallahasseeFL32306noneSupport of the Center for The Modern Circus$200,000
Huntsman Cancer Institute
at the University of UtahSalt Lake CityUT84112noneSupport for Cancer research$250,000201 Presidents Circle Room 203
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$450,000TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Florida State University Foundation Inc
2010 Levy AvenueTallahasseeFL32306NonePCsupport of the Center for the Modern Circus$600,001
Boston University
1 Silber Way 8th FloorBostonMA02215nonePCEndowing three professorships$6,500,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$7,100,001TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$139,641ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$299,978ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$439,619ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$439,619TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
The Feld 2009 CLAT Dtd 72709
1c/o Anchin - 1375 BroadwayNew YorkNY10018$24Yes (X)
The Feld 2009 CLAT dtd 72709
2c/o Anchin 1375 BroadwayNew YorkNY10018$916,752Yes (X)
The Feld 2009 CLAT DTD 72709
3c/o Anchin 1375 BroadwayNew YorkNY10018$347,932Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING, TAX RETURN
PREPARATION & CONSULTING FEES$4,250$2,975$1,275

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GS TACTICAL TILT OVERLAY FUND$348,832$344,347
GS TACTICAL TILT IMPLEMEN FUND$0$0
GS HIGH YIELD FLOATING RATE FD$405,092$390,540
GS EQ GROWTH STRAT PORT INSTL$2,214,345$2,238,478
GS HIGH YIELD FLOATING RATE FD$394,960$380,826
GS EQ GROWTH STRAT PORT INSTL$3,096,705$3,252,271
GS CORE FIXED INCOME FUND$387,532$383,733
GS CORE FIXED INCOME FUND$268,213$265,584
APPLE INC$10,798$51,502
BRISTOL-MYERS SQUIBB COMPANY$42

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$16,889LegalFeesAmt
Net Investment Income$11,822NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,067DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
EXCESS OF FMV OVER COST OF CONTRIBUTIONS$0
RECEIVED$548,665

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