THEODORE AND RENEE WEILER FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THEODORE AND RENEE WEILER FOUNDATION INC (EIN 13-6181441)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-09
- IRS object ID
- 201712829349100511
- 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
- Compensation Explanation
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-09T12:10:49-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KANDEL & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 Jericho Turnpike Suite 206E | AddressLine1Txt |
| City | Syosset | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11791 | 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 | 136181441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Theodore & Renee Weiler Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THEO | BusinessNameControlTxt |
| Phone | 9172826135 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 Jericho Turnpike | AddressLine1Txt |
| City | Syosset | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11791 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard Kandel | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2017-08-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard Kandel | PreparerPersonNm |
| PTIN | P00167249 | PTIN |
| Phone | 5164969195 | PhoneNum |
| 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 | $6,851,506 | 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 |
| Dividends Rev And Expnss | $50,500 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,500 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $426,935 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,156,062 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $426,935 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $477,435 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $477,435 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,645 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $51,566 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,166 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,400 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $110,211 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,166 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $616,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $616,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $726,211 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,166 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $647,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$248,776 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $432,269 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,231 | CashBOYAmt |
| Cash EOY | $142,732 | CashEOYAmt |
| Cash EOYFMV | $142,732 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,174,259 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,408,302 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,408,302 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $7,336 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $2,565,346 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,388,720 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,205,521 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,500,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $94,951 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $94,951 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,282,172 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,034,705 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,851,506 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $1,309 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $1,309 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,282,172 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,033,396 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,282,172 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,033,396 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,282,172 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,034,705 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,282,172 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$248,776 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,033,396 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,033,396 | 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 |
|---|---|---|---|---|---|---|---|
| Publicly Traded Securities | P | 2014-01-01 | 2016-12-31 | $254,781 | $229,127 | $25,654 | $25,654 |
| Expired Options | P | 2014-01-01 | 2016-12-31 | $2,300 | $2,300 | $2,300 | |
| Crestwood Capital Int'l | P | 2010-08-20 | 2016-10-17 | $1,898,981 | $1,500,000 | $398,981 | $398,981 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $426,935 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $723,645 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,434,802 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.09733 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $908,525 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,391,052 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.10827 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,003,823 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,310,934 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.12078 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,138,987 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,578,800 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.13277 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $993,541 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,434,297 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.10531 | DistributionYr5Rt |
| Total Distribution | 0.564468 | TotalDistributionRt |
| Average Distribution | 0.112894 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,542,600 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $738,620 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,323 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $742,943 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $647,400 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,645 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,645 | SubtotalAmt |
| Tax Based On Investment Income | $8,645 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,336 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $10,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $17,336 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,691 | OverpaymentAmt |
| Applied To ES Tax | $8,691 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard Kandel | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9172826135 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 Jericho Turnpike-Ste 206E | AddressLine1Txt |
| City | Syosset | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11791 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Richard Kandel | ||||||
| 15 W 53rd Street | New York | NY | 10019 | Treas.-Mgr. Dir | 8.00 | $50,000 |
| Alan Safir | ||||||
| 473 Mariner Drive | Jupiter | FL | 33477 | Pres.-Director | 1.00 | $0 |
| Jonathan J Kandel | ||||||
| 15 W 53rd Street | New York | NY | 10019 | Vice President | 0.00 | $0 |
| Joan Safir | ||||||
| 473 Mariner Drive | Jupiter | FL | 33477 | Vice President | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,421,351 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $125,932 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $94,951 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,642,234 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,642,234 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99,634 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,542,600 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $327,130 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $327,130 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,645 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,645 | TotalTaxAmt |
| Distributable Before Adj | $318,485 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $318,485 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $318,485 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $647,400 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $647,400 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $647,400 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $318,485 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $534,452 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $712,833 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $593,200 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $494,013 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $355,197 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,689,695 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $647,400 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $318,485 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $328,915 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,018,610 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $534,452 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,484,158 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $712,833 | ExcessFromYear4Amt |
| Excess From Year3 | $593,200 | ExcessFromYear3Amt |
| Excess From Year2 | $494,013 | ExcessFromYear2Amt |
| Excess From Year1 | $355,197 | ExcessFromYear1Amt |
| Excess From Current Year | $328,915 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Actors Fund of America | |||||||
| 729 7th Avenue | New York | NY | 10011 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| American Friends of the Israel Muse | |||||||
| 500 5th Avenue-Ste 2540 | New York | NY | 10110 | N/A | PC | General & Capital Purposes, unless noted | $35,000 |
| Amer Friends of the Israel Philharm | |||||||
| 122 East 42nd Street | New York | NY | 10168 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| American Museum of Natural Hist | |||||||
| Central Park West | New York | NY | 10024 | N/A | PC | General & Capital Purposes, unless noted | $3,500 |
| Ballet Theatre Foundation | |||||||
| 890 Broadway | New York | NY | 10003 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Breast Cancer Research Fdn | |||||||
| 60 East 56th Street | New York | NY | 10022 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Carnegie Hall | |||||||
| 881 7th Avenue | New York | NY | 10019 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Crohn's Colitis Foundation | |||||||
| 386 Park Avenue South | New York | NY | 10016 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| City Meals on Wheels | |||||||
| 355 Lexington Avenue | New York | NY | 10017 | N/A | PC | General & Capital Purposes, unless noted | $3,000 |
| Dancers Group Studio Theater | |||||||
| 1360 Mission Street | San Francisco | CA | 94103 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Federal Drugs Agent Fdn | |||||||
| 400 Jericho Turnpike - 2nd Floor | Jericho | NY | 11753 | N/A | PC | General & Capital Purposes, unless noted | $11,000 |
| Film Society Lincoln Center | |||||||
| 70 Lincoln Center Plaza | New York | NY | 10023 | N/A | PC | General & Capital Purposes, unless noted | $43,500 |
| Israel Air Force Center Fdn | |||||||
| 2300 Computer Ave-Ste D-18 | Willow Grove | PA | 19090 | N/A | PC | General & Capital Purposes, unless noted | $30,000 |
| Jacob Burns Film Center | |||||||
| 405 Manville Road | Pleasantville | NY | 10570 | N/A | PC | General & Capital Purposes, unless noted | $16,000 |
| Katonah Museum of Art | |||||||
| 134 Jay Street | Katonah | NY | 10536 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Lee David Pesky Center for Learning | |||||||
| 3324 Elder Street | Boise | ID | 83705 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Lincoln Center Theater | |||||||
| 150 West 65th Street | New York | NY | 10023 | N/A | PC | General & Capital Purposes, unless noted | $15,000 |
| Lymphoma Research Foundation | |||||||
| 115 Broadway-13th Floor | New York | NY | 10006 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Maltz Jupiter Theater | |||||||
| 1001 E Indiantown Rd | Jupiter | FL | 33477 | N/A | PC | General & Capital Purposes, unless noted | $15,000 |
| Metropolitan Museum of Art | |||||||
| 1000 5th Avenue | New York | NY | 10028 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Metropolitan Opera | |||||||
| Lincoln Center Plaza | New York | NY | 10023 | N/A | PC | General & Capital Purposes, unless noted | $4,500 |
| New York City Ballet | |||||||
| 20 Lincoln Center Plaza | New York | NY | 10023 | N/A | PC | General & Capital Purposes, unless noted | $7,500 |
| North Shore LI Health Systems | |||||||
| 125 Community Drive | Great Neck | NY | 11021 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Norton Museum of Art | |||||||
| 1451 S Olive Ave | W Palm Beach | FL | 33401 | N/A | PC | General & Capital Purposes, unless noted | $42,000 |
| Pave the Way Foundation | |||||||
| 395 Twin Lane South | Wantagh | NY | 11793 | N/A | PC | General & Capital Purposes, unless noted | $60,000 |
| Raymond F Kravis Center Performing | |||||||
| 701 Okeechobee Blvd | W Palm Beach | FL | 33401 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Roundabout Theatre | |||||||
| 231 West 39th Street | New York | NY | 10018 | N/A | PC | General & Capital Purposes, unless noted | $15,000 |
| USC Shoah Fdn Visual History | |||||||
| 650 W 35th Street-Ste 114 | Los Angeles | CA | 90089 | N/A | PC | General & Capital Purposes, unless noted | $25,000 |
| United Way-York County | |||||||
| 800 East King Street | York | PA | 17405 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| White Plains Hospital Center | |||||||
| Davis Avenue | White Plains | NY | 10601 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Hewlett-East Rockaway Jewish Ctr | |||||||
| 295 Main Street | East Rockaway | NY | 11518 | N/A | PC | General & Capital Purposes, unless noted | $4,000 |
| Jupiter Medical Center Foundation | |||||||
| 1210 S Old Dixie Hwy | Jupiter | FL | 33458 | N/A | PC | General & Capital Purposes, unless noted | $2,000 |
| Museum of the Moving Image | |||||||
| 35 Avenue 36th Street | Astoria | NY | 11106 | N/A | PC | General & Capital Purposes, unless noted | $3,000 |
| Blythedale Children's Hospital | |||||||
| 95 Bradhurst Avenue | Valhalla | NY | 10595 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Central Park Conservancy | |||||||
| 14 East 60th Street | New York | NY | 10022 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Alzheimer's Association | |||||||
| 225 N Michigan Ave-17th FL | Chicago | IL | 60601 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Amer Friends of Magen David Adom | |||||||
| 352 Seventh Ave-400 | New York | NY | 10001 | N/A | PC | General & Capital Purposes, unless noted | $7,500 |
| Federal Enforcement Homeland Securi | |||||||
| 150 John F Kennedy Parkway | Short Hills | NJ | 07078 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Friends of Ir David | |||||||
| 3145 Coney Island Ave | Brooklyn | NY | 11235 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| FSH Society Inc | |||||||
| 64 Grove Street | Watertown | MA | 02472 | N/A | PC | General & Capital Purposes, unless noted | $2,000 |
| ARS Nova | |||||||
| 511 West 54th Street | New York | NY | 10019 | N/A | PC | General & Capital Purposes, unless noted | $2,000 |
| Association of Israel Decorative Ar | |||||||
| 100 Worth Ave 713 | Palm Beach | FL | 33480 | N/A | PC | General & Capital Purposes, unless noted | $2,000 |
| Second Stage Theatre | |||||||
| 305 W 43rd Street | New York | NY | 10036 | N/A | PC | General & Capital Purposes, unless noted | $3,500 |
| St Francis Food Pantries Shelter | |||||||
| 450 7th Avenue | New York | NY | 10123 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Street Squash | |||||||
| 40 W 116th Street | New York | NY | 10026 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Admiral's Cove Cares Charitable Fdn | |||||||
| 200 Admirals Cove Blvd | Jupiter | FL | 33477 | N/A | PC | General & Capital Purposes, unless noted | $1,500 |
| Berkshire Farm Ctr Services for You | |||||||
| 13640 Route 22 | Canaan | NY | 12029 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Jewish Institute Nat'l Security Aff | |||||||
| 1307 New York Ave NW | Washington | DC | 20005 | N/A | PC | General & Capital Purposes, unless noted | $15,000 |
| One Jerusalem Charitable Educationa | |||||||
| 136 East 39th Street | New York | NY | 10016 | N/A | PC | General & Capital Purposes, unless noted | $20,000 |
| Thoughline Artists Inc | |||||||
| 15 West 53rd Street | New York | NY | 10019 | N/A | PC | General & Capital Purposes, unless noted | $25,000 |
| Wildlife Conservation Society | |||||||
| 2300 Southern Blvd | Bronx | NY | 10460 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Children's Medical Center | |||||||
| 125 Community Drive | Great Neck | NY | 11021 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| ASOLO Repertory Theatre | |||||||
| 5555 N Tamiami Trail | Sarasota | FL | 32243 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Brain Behavior Reasearch Foundation | |||||||
| 90 Park Ave-16th Floor | New York | NY | 10016 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Central Synagogue | |||||||
| 652 Lexington Ave | New York | NY | 10022 | N/A | PC | General & Capital Purposes, unless noted | $5,500 |
| DEA Survivors Benefit Fund | |||||||
| 2020 Pennsylvania Ave NW | Washington | DC | 20006 | N/A | PC | General & Capital Purposes, unless noted | $5,500 |
| NYU Langone Medical Center | |||||||
| One Park Avenue-17th FL | New York | NY | 10016 | N/A | PC | General & Capital Purposes, unless noted | $3,500 |
| Public Theater | |||||||
| 425 Lafayette Street | New York | NY | 10003 | N/A | PC | General & Capital Purposes, unless noted | $4,000 |
| Women to Women-Mt Sinai | |||||||
| One Gustave Levy PL-Box 1252 | New York | NY | 10029 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Assoc of Former Agents US Secret Se | |||||||
| 525 SW 5th Street-Ste A | Des Moines | IA | 50309 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Museum of Modern Art | |||||||
| 11 W 53rd Street | New York | NY | 10019 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| New York State Troopers PBA | |||||||
| 120 State Street | Albany | NY | 12207 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Shelter for the Homeless Inc | |||||||
| PO Box 1252 | Stamford | CT | 06902 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Store Front Harlem | |||||||
| 70 East 129th Street | New York | NY | 10035 | N/A | PC | General & Capital Purposes, unless noted | $1,500 |
| Westchester Jewish Community Servic | |||||||
| 845 North Broadway | White Plains | NY | 10603 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Centurion Foundation | |||||||
| 45 Broadway0Ste 2440 | New York | NY | 10006 | N/A | PC | General & Capital Purposes, unless noted | $12,500 |
| Columbia Universoty | |||||||
| 622 W 113th Street | New York | NY | 10025 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Grand Lutheran School | |||||||
| 400 Hempstead Ave | Malverne | NY | 11565 | N/A | PC | General & Capital Purposes, unless noted | $2,000 |
| New York State Troopers Foundation | |||||||
| 3 Airport Park Blvd | Latham | NY | 12110 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Birthright Israel Foundation | |||||||
| 500 Australian Ave-Ste 644 | W Palm Beach | FL | 33401 | N/A | PC | General & Capital Purposes, unless noted | $9,000 |
| Cathedral Club of Brooklyn | |||||||
| PO Box 315 | Brooklyn | NY | 11209 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Mad Museum of Art | |||||||
| 2 Columbus Circle | New York | NY | 10019 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Palm Beach Zoo | |||||||
| 1301 Summit Blvd | Palm Beach | FL | 33405 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Shoe4Africa | |||||||
| 8040 161st St NE | Regmond | WA | 98052 | N/A | PC | General & Capital Purposes, unless noted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $616,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,500 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $426,935 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $477,435 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $477,435 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard Kandel | PersonNm |
| Short Explanation | Kandel & Company Management Services$35,000Kandel & CompanyAccounting and Tax Preparation$15,000 | ShortExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (68 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| United States Steel | $105,897 | $66,020 |
| Apple Inc | $54,171 | $81,074 |
| Chesapeake Energy | $96,990 | $42,120 |
| Seventy Seven Energy Inc | $31,760 | |
| Seventy Seven Energy Inc | $5,910 | |
| Abbvie Inc | $125,437 | $125,240 |
| Baidu Inc | $70,310 | $65,764 |
| Boeing Company | $56,799 | $62,272 |
| BP PLC ADR | $73,660 | $74,760 |
| Chesapeake Energy | $972,063 | $702,000 |
| Con Edison Co | $25,462 | $29,472 |
| Emerson Electric | ||
| Fluor Corp | $59,363 | $52,520 |
| Gilead Sciences Inc | $40,520 | $28,644 |
| Glaxosmithkline PLC ADR | $40,825 | $38,510 |
| IBM Corp | $60,871 | $66,396 |
| Petroleo Brasileiro SA-A | $105,903 | $264,300 |
| Phillip Morris Int'l Inc | $39,707 | $43,458 |
| Priceline Group Inc | ||
| Rolls Royce Holdings PLC ADR | $66,540 | $41,300 |
| Royal Dutch Shell CL B | $120,108 | $115,940 |
| Schlumberger Ltd | $82,826 | $83,950 |
| Siemens AG ADR | $55,863 | $61,210 |
| Twenty First Century Fox | $34,431 | $28,040 |
| Twitter Inc | $25,910 | $16,300 |
| Vodafone Group ADR | $33,658 | $24,430 |
| American Express Co | $61,962 | $59,264 |
| Abbvie Inc | $38,518 | $43,834 |
| Allergan PLC | $43,298 | $42,002 |
| Alphabet Inc | $70,589 | $79,245 |
| Alphabet Inc | $78,050 | $77,182 |
| Air Products & Chem | $38,975 | $43,146 |
| Analog Devices Inc | $20,703 | $21,786 |
| Apple Inc | $60,928 | $63,701 |
| ASML Holding NV | $30,624 | $33,660 |
| Boston Scientific Corp | $58,095 | $58,401 |
| Bristol Myers Squibb | $30,601 | $35,064 |
| Celgene Corp | $60,244 | $69,450 |
| Conagra Brands Inc | $27,274 | $31,640 |
| Costco Wholesale Corp | $37,184 | $40,026 |
| DTE Energy Holding Co | $46,292 | $49,255 |
| EOG Resources Inc | $32,042 | $35,385 |
| Facebook Inc | $34,690 | $34,515 |
| Fortive Corp | $18,913 | $21,452 |
| General Electric Co | $28,387 | $31,600 |
| Goldman Sachs Group | $73,248 | $95,780 |
| Grace WR | $40,400 | $40,642 |
| Hubbell Inc | $52,283 | $58,350 |
| IBM Corp | $68,354 | $82,995 |
| LKQ Corp | $33,790 | $33,715 |
| McDonalds Corp | $44,641 | $48,688 |
| Microsoft Corp | $40,261 | $43,498 |
| Mondelez Int'l Inc | $29,189 | $31,031 |
| Nestle SA ADR | $47,412 | $46,719 |
| Newell Brands inc | $47,233 | $44,650 |
| Occidental Petroleum Corp | $50,130 | $49,861 |
| Oracle corp | $26,977 | $26,915 |
| Pepsico Inc | $73,739 | $73,241 |
| Pfizer Inc | $54,352 | $58,464 |
| Raytheon Co | $29,265 | $28,400 |
| SPDR Gold Shares ETF | $43,856 | $43,856 |
| Starbucks Corp | $42,791 | $44,416 |
| Stryker Corp | $55,810 | $59,905 |
| Teva Pharmaceuticals | $179,207 | $141,375 |
| Visa inc | $39,113 | $39,010 |
| Wells Fargo & Co | $45,456 | $55,110 |
| Whole Foods Market | $34,157 | $36,912 |
| Energy Sec SPDR Tr | $34,703 | $37,660 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Crestwood Capital | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $94,951 | BookValueAmt |
| EOYFMV | $94,951 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank & Wire Fees | $1,143 | $1,143 | |
| Filing Fee | $250 | $250 | |
| Investment & Custody Fees | $24,023 | $24,023 | |
| Legal Fees | $25,000 | ||
| Public Notice | $150 | $150 | |
| Publication | $1,000 | $1,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Excise Tax Payable | Desc |
| EOY Book Value | $1,309 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax -2016 | CategoryTxt |
| Amt | $8,645 | Amt |
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