FEIN ROSS FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FEIN ROSS FAMILY FOUNDATION (EIN 61-1616420)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-05
- IRS object ID
- 201721259349100232
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-05T11:36:39-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134091341 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSMAN & ELEZOVIC LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 KNOLLWOOD RD 311 | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 106031900 | 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 | 611616420 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FEINROSS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FEIN | BusinessNameControlTxt |
| Phone | 2129163197 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 EAST 47TH STREET NO 18E | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172136 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDER B ROSS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2129163197 | PhoneNum |
| Signature | 2017-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COLE H ORAM | PreparerPersonNm |
| PTIN | P01247249 | PTIN |
| Phone | 9149975180 | PhoneNum |
| Preparation | 2017-05-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.116.177.10 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-01 | IPDt |
| IP Tm | 10:04:52 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA5AB5AE502D0CD5B55694B6DFF0194C6F8D0BC1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DA6C809C1AE3C8B4B2C8D92778739C36504F6C2C | 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 | $760,136 | 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 | $256,948 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $13,968 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,968 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $13,968 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,068 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $122,837 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,068 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $323,984 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,036 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $13,968 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,158 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,508 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,308 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $299,676 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,036 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,968 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $59,570 | CashBOYAmt |
| Cash EOY | $109,326 | CashEOYAmt |
| Cash EOYFMV | $109,326 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $410 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $410 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $6,810 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $47,998 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $60,010 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $241,458 | CorporateStockBOYAmt |
| Corporate Stock EOY | $316,179 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $590,390 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $307,838 | TotalAssetsBOYAmt |
| Total Assets EOY | $473,913 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $760,136 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $307,838 | UnrestrictedBOYAmt |
| Unrestricted EOY | $473,913 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $307,838 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $473,913 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $307,838 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $473,913 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $307,838 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $299,676 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $607,514 | SubtotalAmt |
| Other Decreases | $133,601 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $473,913 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| TD AMERITRADE 8034 | D | $2,342 | $2,342 | $2,342 | |
| TD AMERITRADE 8034 | D | $5,685 | -$1,126 | -$1,126 | $6,811 |
| TD AMERITRADE 8034 | D | $74,016 | $25,856 | $25,856 | $48,160 |
| TD AMERITRADE 8034 | D | $40,794 | $25,996 | $25,996 | $14,798 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,068 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,342 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,520 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $384,379 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045580 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,550 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $129,116 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.120434 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $29,650 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $90,625 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.327172 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,821 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $37,430 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.395966 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $15,875 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,700 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.805838 | DistributionYr5Rt |
| Total Distribution | 1.694990 | TotalDistributionRt |
| Average Distribution | 0.338998 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $623,604 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $211,401 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $670 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $212,071 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $21,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,341 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,341 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,341 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,080 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,080 | TotalPaymentsAndCreditsAmt |
| Tax Due | $261 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | SANDER B ROSS | IndividualWithBooksNm |
| Phone | 2129163197 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 E 47TH STREET APT 18E | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172136 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| CAROL F ROSS | ||||||||
| 240 E 47TH STREET APT 18E | NEW YORK | NY | 100172136 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| SANDER B ROSS | ||||||||
| 240 E 47TH STREET APT 18E | NEW YORK | NY | 100172136 | TREASURER | 2.00 | $0 | $0 | $0 |
| MELISSA F ROSS | ||||||||
| 348 HAUSER BLVD BLDG 1 APT 8 | LOS ANGELES | CA | 90036 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LINDSEY ROSS NEIMAND | ||||||||
| 1330 WEST AVENUE APT 1514 | MIAMI | FL | 33139 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| HILLARY ROSS POSTERNAK | ||||||||
| 17 CHURCH LANE SOUTH | SCARSDALE | NY | 105835644 | DIRECTOR | 0.00 | $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 | $548,653 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $84,448 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $633,101 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $633,101 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,497 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $623,604 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,180 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,180 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,341 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,341 | TotalTaxAmt |
| Distributable Before Adj | $29,839 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,839 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $29,839 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $21,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $21,800 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,839 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,875 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,830 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $25,168 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,570 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $65,443 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,800 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $8,039 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,039 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $57,404 | 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 | $7,836 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $49,568 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,830 | ExcessFromYear4Amt |
| Excess From Year3 | $25,168 | ExcessFromYear3Amt |
| Excess From Year2 | $9,570 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROL F ROSS | ContributingManagerNm |
| Contributing Manager | SANDER B ROSS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANTI DEFAMATION LEAGUE | |||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | NONE | PUBLIC CHARITY | EDUCTATON AND COMBAT DISCRIMINATION | $500 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 5892 | HICKSVILLE | NY | 11802 | NONE | PUBLIC CHARITY | EDUCATION ASSISTANCE | $500 |
| CORNELL UNIVERSITY | |||||||
| 130 E SENECA ST STE 400 | ITHACA | NY | 14850 | NONE | PUBLIC CHARITY | UNIVERSITY EDUCATION PROGRAMS | $5,000 |
| STUDENT ADVOCACY | |||||||
| 3 WEST MAIN STREET | ELMSFORD | NY | 10523 | NONE | PUBLIC CHARITY | ADVOCATE FOR STUDENT RIGHTS | $250 |
| UNIVERSITY OF MASSACHUSETTS | |||||||
| 134 HICKS WAY | AMHERST | MA | 01003 | NONE | PUBLIC CHARITY | UNIVERSITY EDUCATION PROGRAMS | $5,800 |
| WORLD JEWISH CONGRESS | |||||||
| 501 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | COMBAT DISCRIMINATION | $500 |
| NYU LAW | |||||||
| 40 WASHINGTON SQUARE S | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | LAW SCHOOL PROGRAMS AND SCHOLARSHIPS | $250 |
| UNIVERISTY OF PENN LAW | |||||||
| 3501 SANSOM STREET | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | LAW SCHOOL PROGRAMS AND SCHOLARSHIPS | $2,500 |
| UJA FEDERATION ON NY | |||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | RELIGIOUS, COMMUNITY AND EDUCATIONAL ACTIVITIES | $6,000 |
| BROOKLYN LAW SCHOOL | |||||||
| 250 JORALEMON STREET | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITY | LAW SCHOOL PROGRAMS AND SCHOLARSHIPS | $250 |
| THE SMART RIDE | |||||||
| 1314 EAST LAS OLAS BLVD | FORT LAUDERDALE | FL | 33301 | NONE | PUBLIC CHARITY | AIDS RESEARCH | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,800 | 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 | $13,968 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,068 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $67,036 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,036 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDER B & CAROL F ROSS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 E 47TH STREET APT 18E | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $256,948 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | VARIOUS MARKETABLE SECURITIES | $61,121 | 2016-02-18 |
| 1 | VARIOUS MARKETABLE SECURITIES | $15,538 | 2016-03-09 |
| 1 | VARIOUS MARKETABLE SECURITIES | $46,867 | 2016-03-28 |
| 1 | VARIOUS MARKETABLE SECURITIES | $60,727 | 2016-04-15 |
| 1 | VARIOUS MARKETABLE SECURITIES | $38,484 | 2016-08-19 |
| 1 | VARIOUS MARKETABLE SECURITIES | $22,923 | 2016-09-08 |
| 1 | VARIOUS MARKETABLE SECURITIES | $11,288 | 2016-11-07 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPERATION | CategoryTxt |
| Amt | $1,350 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100 SH INTEROIL CORP | $0 | $0 |
| 150 SH CARRIZO OIL & GAS | $1,233 | $5,603 |
| 200 SH LEUCADIA NATIONAL CORP | $0 | $0 |
| 700 SH DUPONT CORP | $40,735 | $51,380 |
| 700 SH WALT DISNEY CORP | $15,266 | $72,954 |
| 1,000 SH AVID TECH INC | $0 | $0 |
| 200 SH BRISTOL MYERS SQUIB | $9,336 | $17,532 |
| 1,853 SH DELTA AIR LINES | $17,556 | $91,149 |
| 206 SH GENERAL ELECTRIC | $2,832 | $6,510 |
| 604 SH INTEL CORP | $11,182 | $21,907 |
| 400 SH VANECK VECTORS | $17,200 | $21,004 |
| 400 SH MYERS INDUSTRIES INC | $0 | $0 |
| 100 SH INTEROIL CORP | $0 | $0 |
| 200 SH AT&T INC | $0 | $0 |
| 1,300 SH CALPINE INC | $15,600 | $14,859 |
| 100 SH CINCINATTI BELL | $3,610 | $4,891 |
| 150 SH JOHNSON CONTROLS | $0 | $0 |
| 3,500 SH NOVAVAX INC | $14,369 | $4,410 |
| 400 SH PFIZER INC | $8,865 | $12,992 |
| 80 SH CHEMOURS CO | $0 | $0 |
| 140 SH CHEMOURS CO | $0 | $0 |
| 800 SH MYERS INDUSTRIES INC | $0 | $0 |
| 700 SH NEXTPOINT CREDIT | $13,998 | $15,939 |
| 500 SH ISTAR | $4,035 | $6,185 |
| 700 SH NEXTPOINT CREDIT | $15,134 | $15,939 |
| 200 SH SPDR TR | $43,944 | $44,706 |
| 1,150 SH TOMPKINS FINANCE | $47,242 | $108,721 |
| 700 SH INTEL CORP | $10,611 | $25,389 |
| 600 SH GENERAL ELECTRIC | $13,407 | $18,960 |
| 400 SH DUPONT CORP | $10,024 | $29,360 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $47,998 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $60,010 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) ON SECURITIES | Desc |
| Amt | $133,601 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDER B CAROL F ROSS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 E 47TH STREET APT 18E | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172136 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NYS DEPARTMENT OF LAW | $100 | $0 | $0 | $0 |
| US GOVT | $1,058 | $0 | $0 | $0 |
Comments