EMANUEL & RIANE GRUSS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- EMANUEL & RIANE GRUSS CHARITABLE FOUNDATION INC (EIN 13-2969811)
- Tax period
- 2016-04-01 to 2017-03-31
- Filed
- 2017-10-27
- IRS object ID
- 201723009349100702
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-27T10:51:05-05:00 | ReturnTs |
| Tax Period End | 2017-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132620561 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNICK GARBER & SANDLER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132969811 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMANUEL & RIANE GRUSS CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMAN | BusinessNameControlTxt |
| Phone | 2125573900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 EAST 79TH STREET No 15G | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RIANE GRUSS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125573900 | PhoneNum |
| Signature | 2017-10-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michele Rosenberg | PreparerPersonNm |
| PTIN | P01346138 | PTIN |
| Phone | 2125573900 | PhoneNum |
| Preparation | 2017-10-18 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.237.133.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-18 | IPDt |
| IP Tm | 11:34:04 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Federal Original Submission Id | 26308020172260325e12 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-08-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2A708CF5FB67287CDBD8840580869C24443413E6 | 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) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,609,276 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $670 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $670 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $105,732 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,732 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $840,073 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,055,699 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $840,073 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $29 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $29 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $946,504 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $946,504 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $68,379 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $68,379 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,883 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,883 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,950 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $133,712 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,148 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $80,629 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,253,178 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,253,178 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,386,890 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,148 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,333,807 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$440,386 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $927,356 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,585,148 | CashBOYAmt |
| Cash EOY | $2,080,367 | CashEOYAmt |
| Cash EOYFMV | $2,080,367 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,156,048 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,346,330 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,346,330 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,066,225 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,944,560 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,182,579 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,807,421 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,371,257 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,609,276 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,878,195 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,878,195 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,929,226 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,493,062 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,807,421 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,371,257 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,807,421 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,371,257 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,807,421 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$440,386 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,222 | OtherIncreasesAmt |
| Subtotal | $10,371,257 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,371,257 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SANFORD BERNSTEIN 888-09735 | $517,268 | $513,652 | $3,616 | $3,616 | |
| SANFORD BERNSTEIN 888-15923 | $997,646 | $997,085 | $561 | $561 | |
| JPMORGAN # F28718-008 | $495,238 | $387,512 | $107,726 | $107,726 | |
| HALCYON OFFSHORE FUND, LTD. (REDEMPTION) | $582,294 | $582,294 | $582,294 | ||
| ARIEL FUND LTD. - SETTLEMENT | $135,612 | $135,612 | $135,612 | ||
| SANFORD BERNSTEIN 888-09735 | $45,236 | $43,518 | $1,718 | $1,718 | P |
| SANFORD BERNSTEIN 888-15923 | $108,586 | $107,389 | $1,197 | $1,197 | P |
| JPMORGAN # F2871-8008 | $173,819 | $166,470 | $7,349 | $7,349 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $840,073 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,588,287 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,882,077 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.094081 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,476,870 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $30,818,808 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047921 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,323,641 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $30,091,198 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043988 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,311,156 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,242,823 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049962 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,265,838 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $26,448,004 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047861 | DistributionYr5Rt |
| Total Distribution | 0.283813 | TotalDistributionRt |
| Average Distribution | 0.056763 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,810,071 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $613,612 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,274 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $622,886 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,333,807 | 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 | $9,274 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,274 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,274 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $726 | OverpaymentAmt |
| Applied To ES Tax | $726 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RIANE GRUSS | IndividualWithBooksNm |
| Phone | 2125573900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 EAST 79TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| RIANE GRUSS | ||||||||
| 180 EAST 79TH STREET 15G | NEW YORK | NY | 10075 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| BRENDA GRUSS | ||||||||
| 180 EAST 79TH STREET 15G | NEW YORK | NY | 10075 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LESLIE GRUSS | ||||||||
| 180 EAST 79TH STREET 15G | NEW YORK | NY | 10075 | 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 | $2,563,098 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,411,593 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,974,691 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,974,691 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $164,620 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,810,071 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $540,504 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $540,504 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,274 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,274 | TotalTaxAmt |
| Distributable Before Adj | $531,230 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $531,230 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $531,230 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,333,807 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,333,807 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,274 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,324,533 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $531,230 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $681,466 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,333,807 | QualifyingDistributionsAmt |
| Applied To Year1 | $681,466 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $531,230 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $121,111 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $121,111 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $121,111 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $121,111 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RIANE GRUSS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABRAHAM FUND | |||||||
| 9 EAST 45TH STREET | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | CHARITABLE | $16,500 |
| ABRAHAM JOSHUA HESCHEL SCHOOL | |||||||
| 20 WEST END AVENUE | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | CHARITABLE | $180 |
| ALZHEIMERS ASSOCIATION | |||||||
| 600 THIRD AVENUE | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | CHARITABLE | $100 |
| AMERICAN ASSOCIATION POLISH-JEWISH STUDIES | |||||||
| 34 Kirkland Street | Cambridge | MA | 02138 | NONE | PUBLIC CHARITY | CHARITABLE | $180 |
| AMERICA-ISRAEL FRIENDSHIP LEAGUE | |||||||
| 1430 BROADWAY SUITE 1804 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CHARITABLE | $30,000 |
| ANSCHE CHESED MEN'S SHELTER | |||||||
| 251 West 100th Street | NEW YORK | NY | 10025 | NONE | PUBLIC CHARITY | CHARITABLE | $100 |
| Bang on a can | |||||||
| 80 Hanson Place | Brooklyn | NY | 11217 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| BNEI JESHURUN | |||||||
| 257 WEST 88TH STREET | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | CHARITABLE | $18,000 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET 8TH FLOOR | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | CHARITABLE | $100 |
| CHABAD LUBAVITCH OF MIDTOWN MANHATTAN | |||||||
| 509 FIFTH AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | CHARITABLE | $1,818 |
| CHAMBER MUSIC SOCIETY | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | CHARITABLE | $1,500 |
| COALITION FOR HOMELESS | |||||||
| 600 Albany Ave Ste 2 | Amityville | NY | 11701 | NONE | PUBLIC CHARITY | CHARITABLE | $180 |
| CONGREGATION MORYA | |||||||
| 650 WEST END AVENUE | NEW YORK | NY | 10025 | NONE | PUBLIC CHARITY | CHARITABLE | $22,600 |
| DOCTORS WITHOUT BORDERS USA | |||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | CHARITABLE | $35 |
| ELEM YOUTH IN DISTRESS IN ISRAEL | |||||||
| 270 MADISON AVENUE 1501 | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | CHARITABLE | $18,000 |
| FILM FORUM | |||||||
| 209 WEST HOUSTON STREET | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITY | CHARITABLE | $50 |
| FOLKSBIENE Theatre | |||||||
| 36 BATTERY PLACE - FL 2 | NEW YORK | NY | 10280 | NONE | PUBLIC CHARITY | CHARITABLE | $5,750 |
| FRIENDS OF THE HIGHLINE | |||||||
| 820 WASHINGTON STREET | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITY | CHARITABLE | $80 |
| GLIMMERGLASS OPERA | |||||||
| 1527 COUNTY HIGHWAY 31 | COOPERSTOWN | NY | 13326 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 |
| Hospital for Special Surgery | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | CHARITABLE | $180 |
| HIAS | |||||||
| 411 Fifth Avenue 1006 | New York | NY | 10016 | NONE | PUBLIC CHARITY | CHARITABLE | $180 |
| United States Holocaust Memorial Museum | |||||||
| 100 Raoul Wallenberg Place SW | Washington | DC | 20024 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| HOPE FOR DEPRESSION RESEARCH FOUNDATION | |||||||
| 40 WEST 57TH STREET 1440 | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| ISEF FOUNDATION | |||||||
| 135 West 29th Street | new york | NY | 10001 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 |
| JBFCS (JEWISH BOARD FAMILY CHILDREN SERVICES) | |||||||
| 135 West 50th Street 6th Floor | NEW YORK | NY | 10020 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| JEWISH FOUNDATION FOR THE RIGHTEOUS | |||||||
| 305 SEVENTH AVENUE 1900 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | CHARITABLE | $180 |
| JEWISH MUSEUM | |||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | CHARITABLE | $9,000 |
| LINCOLN CENTER THEATRE | |||||||
| 165 WEST 65TH STREET | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | CHARITABLE | $10,500 |
| MANHATTAN JEWISH EXPERIENCE | |||||||
| 131 WEST 86TH STREET | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | CHARITABLE | $60,941 |
| MANHATTAN THEATRE CLUB | |||||||
| 311 WEST 43RD STREET 8TH FLOOR | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | CHARITABLE | $6,000 |
| MOSTLY MOZART | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | CHARITABLE | $200 |
| NATIONAL HUMAN EDUCATIONAL SOCIETY | |||||||
| 3731 Berryville Pike PO Box 340 | Charles Town | WV | 25414 | NONE | PUBLIC CHARITY | CHARITABLE | $13 |
| NATIONAL JEWISH THEATER | |||||||
| 7400 MONACO STREET | CORAL GABLES | FL | 33143 | NONE | PUBLIC CHARITY | CHARITABLE | $25,000 |
| NATIONAL MS SOCIETY | |||||||
| 1000 Elmwood Ave Suite 900 | rochester | NY | 14620 | NONE | PUBLIC CHARITY | CHARITABLE | $100 |
| NEW YORK PHILHARMONIC | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | CHARITABLE | $200 |
| NY POLICE CHIEFS FOUNDATION | |||||||
| 2649 STRANG BLVD STE 104 | YORKTOWN HEIGHTS | NY | 10598 | NONE | PUBLIC CHARITY | CHARITABLE | $36 |
| NY PUBLIC RADIO | |||||||
| 160 Varick Street 9th Floor | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | CHARITABLE | $200 |
| AMERICAN COMMITTEE FOR SHAARE ZEDEK HOSPITAL | |||||||
| 55 West 39th Street 4th Floor | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000,000 |
| Sinai school | |||||||
| 240 Frisch Court 100 | PARAMUS | NJ | 07652 | NONE | PUBLIC CHARITY | CHARITABLE | $180 |
| ST PETERS SCHOOL | |||||||
| 319 Lombard Street | Philadelphia | PA | 19147 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| THE NATURE CONSERVANCY | |||||||
| 322 8TH AVENUE 16 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | CHARITABLE | $100 |
| UJA FEDERATION | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | CHARITABLE | $6,000 |
| USA FOR UNHCR | |||||||
| 1775 K STREET NW SUITE 580 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | CHARITABLE | $180 |
| WORLD JEWISH CONGRESS AMERICAN SECTION INC | |||||||
| 501 MADISON AVENUE | new york | NY | 10022 | NONE | PUBLIC CHARITY | CHARITABLE | $100 |
| WQXR - NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | CHARITABLE | $200 |
| Humane Society of The United States | |||||||
| 1255 23rd Street NW Suite 450 | WaSHINGTON dc | DC | 20037 | none | pubLIC CHARITY | charita | $15 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,253,178 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $670 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,732 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $840,073 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $946,504 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $946,504 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $24,500 | Amt |
| Net Investment Income | $12,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DEVELOGEN (PEPTOR, LTD.) | $9,800 | $9,800 |
| MORGAN STANLEY - 2871-8008 | $4,934,760 | $5,172,779 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COOLEY LLP | CategoryTxt |
| Legal Fees | $68,379 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $68,379 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES SETTLEMENTS | Desc |
| Revenue And Expenses Per Books | $29 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $29 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $29 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR PRIOR YEAR VALUATION DIFFERENCES | Desc |
| Amt | $4,222 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $6,883 | Amt |
| Net Investment Income | $6,883 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| federal excise tax | $33,935 | $0 | $0 |
| FOREIGN TAX WITHHELD | $15 | $15 | $0 |
Comments