GOLDMAN-SONNENFELDT FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GOLDMAN-SONNENFELDT FOUNDATION INC (EIN 13-3997780)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-09
- IRS object ID
- 201723139349100712
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-09T10:19:18-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134200651 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ganer Ganer PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1995 Broadway 16th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | 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 | 133997780 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN-SONNENFELDT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOLD | BusinessNameControlTxt |
| Phone | 2128731472 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1995 BROADWAY No 16 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | michael w sonnenfeldt | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128731472 | PhoneNum |
| Signature | 2017-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert Ganer | PreparerPersonNm |
| PTIN | P00290593 | PTIN |
| Phone | 2128731472 | PhoneNum |
| Preparation | 2017-11-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 206.252.200.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-07 | IPDt |
| IP Tm | 17:19:48 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 952A00BB6A9D11F383D78EEFBE3B92FC0E9AEA17 | 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 | $14,656,117 | 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 | $2,011,731 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $33,014 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33,014 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $438,190 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,638,812 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $438,190 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $116,304 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $116,304 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,599,239 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $587,508 | 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 |
| Accounting Fees Rev And Expnss | $22,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,483 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,483 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,269 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,269 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,814 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,577 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $422 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,566 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,060 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,691 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,650,735 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,650,735 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,682,301 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,060 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,672,426 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $916,938 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $577,448 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $729,382 | CashBOYAmt |
| Cash EOY | $101,982 | CashEOYAmt |
| Cash EOYFMV | $101,982 | CashEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $538,989 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $538,989 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $3,765,667 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,789,043 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,015,146 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,495,049 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,430,014 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,656,117 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,333 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $20,360 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,333 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,360 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,492,716 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,409,654 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,492,716 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,409,654 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,495,049 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,430,014 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,492,716 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $916,938 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,409,654 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,409,654 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JEN RESIDENTIAL | P | 2011-03-23 | 2016-12-31 | $595,030 | $15,482 | $579,548 | $579,548 |
| ENERGY TRANSFER EQUITY | P | 2016-09-09 | 2016-09-09 | $704,394 | $699,631 | $4,763 | $4,763 |
| ENTERPRISE PRODUCTS | P | 2016-09-09 | 2016-09-09 | $514,110 | $518,629 | -$4,519 | -$4,519 |
| TARGA | P | 2016-12-20 | 2016-12-21 | $360,800 | $359,226 | $1,574 | $1,574 |
| ENERGY TRANSFER EQUITY | P | 2016-08-22 | 2016-08-23 | $271,336 | $269,325 | $2,011 | $2,011 |
| ENTERPRISE PRODUCTS | P | 2016-12-20 | 2016-12-21 | $166,823 | $164,920 | $1,903 | $1,903 |
| PRIVATE REIT VI | P | 2006-12-27 | 2016-12-31 | $12,059 | $154,153 | -$142,094 | -$142,094 |
| PRIVATE REIT VII | P | 2008-03-19 | 2016-12-31 | $14,260 | $19,256 | -$4,996 | -$4,996 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $438,190 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $875,402 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,794,404 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063461 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,793,359 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,805,000 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.140051 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,193,715 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,805,000 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.093223 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $712,212 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,918,500 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059757 | DistributionYr4Rt |
| Total Distribution | 0.356492 | TotalDistributionRt |
| Average Distribution | 0.089123 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,827,833 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,321,501 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,774 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,327,275 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,672,426 | 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 | $5,774 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,774 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,774 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $77 | EsPenaltyAmt |
| Tax Due | $5,851 | 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 | 0 | 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 | GANER GANER CPA'S PLLC | IndividualWithBooksNm |
| Phone | 2128731472 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1995 BROADWAY 16TH FLOOR | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | 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 |
|---|---|---|---|---|---|---|---|---|
| KATHLEEN DUNLEAVY | ||||||||
| C/O GANER 1995 BROADWAY 16TH FL | NEW YORK | NY | 10023 | ASSISTANT SECRETARY | 0.00 | $0 | $0 | $0 |
| RUTH BENDER | ||||||||
| C/O GANER 1995 BROADWAY 16TH FL | NEW YORK | NY | 10023 | SECRETARY | 0.00 | $0 | $0 | $0 |
| KATJA B GOLDMAN | ||||||||
| C/O GANER 1995 BROADWAY 16TH FL | NEW YORK | NY | 10023 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PETER JOSEPH | ||||||||
| C/O GANER 1995 BROADWAY 16TH FL | NEW YORK | NY | 10023 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| MICHAEL SONNENFELDT | ||||||||
| C/O GANER 1995 BROADWAY 16TH FL | NEW YORK | NY | 10023 | PRESIDENT | 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 | $14,554,135 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $499,503 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,053,638 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,053,638 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $225,805 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,827,833 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $741,392 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $741,392 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,774 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,774 | TotalTaxAmt |
| Distributable Before Adj | $735,618 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $735,618 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $735,618 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,672,426 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,672,426 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,774 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,666,652 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $735,618 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $121,737 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $563,753 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,157,673 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $188,280 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,031,443 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,672,426 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $735,618 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $936,808 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,968,251 | 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 | $2,968,251 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $121,737 | ExcessFromYear4Amt |
| Excess From Year3 | $563,753 | ExcessFromYear3Amt |
| Excess From Year2 | $1,157,673 | ExcessFromYear2Amt |
| Excess From Year1 | $188,280 | ExcessFromYear1Amt |
| Excess From Current Year | $936,808 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL SONNENFELDT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GANER GANER 1995 BROADWAY 16 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128731472 | RecipientPhoneNum |
| Recipient Email Address | ROBERT@GANER.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN APPLICATION WITH DETAILS ON PROPOSALS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS OF GREATER NEW YORK CHAPTER | |||||||
| 42 BROADWAY 1724 | NEW YORK | NY | 10004 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $180 |
| AMERICAN ALYN HOSPITAL | |||||||
| 122 E 42ND STREET 1519 | NEW YORK | NY | 10017 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $1,800 |
| AMERICAN FARMLAND TRUST | |||||||
| 112 SPRING STREET | SARATOGA SPRINGS | NY | 12866 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $374 |
| AMERICAN FRIENDS OF RABIN MEDICAL CENTER | |||||||
| 636 BROADWAY | NEW YORK | NY | 10012 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $2,700 |
| AMERICAN FRIENDS OF SHEBA MEDICAL CENTER | |||||||
| 250 WEST 57TH STREET 711 | NEW YORK | NY | 10107 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $5,000 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| CENTRAL PARK WEST 79TH STREET | NEW YORK | NY | 10024 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $4,830 |
| ASSIST THE OFFICER FOUNDATION | |||||||
| 1412 GRIFFIN STREET EAST | DALLAS | TX | 75215 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $10,000 |
| AVON WALK FOR BREAST CANCER | |||||||
| PO BOX 742509 | CINCINNATI | OH | 45274 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $180 |
| B'NAI JESHURUN | |||||||
| 257 WEST 88TH STREET | NEW YORK | NY | 10024 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $2,340 |
| BOYS TOWN JERUSALEM | |||||||
| 801 NE 167TH ST 2 | NORTH MIAMI BEACH | FL | 33162 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $5,000 |
| BRANDEIS UNIVERSITY | |||||||
| 415 SOUTH STREET | WALTHAM | MA | 02453 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $10,000 |
| BRIDGEHAMPTON CHILD CARE & REC CTR INC | |||||||
| 551 SAG HARBOR TURNPIKE | BRIDGEHAMPTON | NY | 11932 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $10,000 |
| BROOKLYN ARTS MUSEUM | |||||||
| 200 EASTERN PKWY | BROOKLYN | NY | 11238 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $85 |
| CENTER FOR NEW AMERICAN SECURITY | |||||||
| 1152 15TH STREET NW STE 950 | WASHINGTON | DC | 20005 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $100,000 |
| CENTER FOR PUBLIC INTEGRITY | |||||||
| 910 17TH STREET | WASHINGTON | DC | 20006 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $50,000 |
| CONGREGATION LOMDEI TORAH | |||||||
| 1642 45TH STREET | BROOKLYN | NY | 11204 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $9,000 |
| CONNECTICUT FUND FOR THE ENVIRONMENT | |||||||
| 900 CHAPEL STREET | NEW HAVEN | CT | 06510 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $25,000 |
| DESMOID TUMOR NORD | |||||||
| 55 KENOSIA AVENUE | DANBURY | CT | 06810 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $500 |
| FORDHAM UNIVERSITY WFU | |||||||
| 441 E FORDHAM ROAD | BRONX | NY | 10458 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $700 |
| GARRISON INSTITUTE | |||||||
| 14 MARYS WAY ROUTE 9D | GARRISON | NY | 10524 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $10,000 |
| GMHC | |||||||
| 446 W 33RD STREET | NEW YORK | NY | 10001 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $5,000 |
| GODDARD RIVERSIDE COMMUNITY CENTER | |||||||
| 593 COLUMBUS AVE | NEW YORK | NY | 10024 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $52,500 |
| GUGGENHEIM MUSEUM | |||||||
| 1071 5TH AVE | NEW YORK | NY | 10128 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $653 |
| HARLEM VILLAGE ACADEMIES | |||||||
| 35 W 124TH STREET | NEW YORK | NY | 10027 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $12,413 |
| HAYGROUND SCHOOL | |||||||
| 151 MITCHELL LN | BRIDGEHAMPTON | NY | 11932 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $8,800 |
| INSIGHT MEDITATION SOCIETY | |||||||
| 1230 PLEASANT ST | BARRE | MA | 01005 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $10,000 |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | |||||||
| 3470 WILSHIRE BLVD SUITE 980 | LOS ANGELES | CA | 90010 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $25,000 |
| ISEF | |||||||
| 1719 N STREET NEW | WASHINGTON | DC | 20036 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $5,000 |
| JAMES BEARD FOUNDATION | |||||||
| 167 WEST 12TH STREET | NEW YORK | NY | 10011 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $275 |
| JAPAN SOCIETY | |||||||
| 333 EAST 47TH STREET | NEW YORK | NY | 10017 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $1,832 |
| JEWISH COMMUNITY CENTER OF MANHATTAN | |||||||
| 334 AMSTERDAM AVE | NEW YORK | NY | 10023 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $1,500 |
| JEWISH FEDERATION OF SOUTH PALM | |||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $9,000 |
| JEWISH HOME FOUNDATION OF NORTH JERSEY | |||||||
| 10 LINK DRIVE | ROCKLEIGH | NJ | 07647 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $1,800 |
| KENNER FAMILY RESEARCH FUND | |||||||
| 39 EAST 78 STREET SUITE 501 | NEW YORK | NY | 10075 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $5,000 |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $500 |
| LONG HOUSE RESERVE | |||||||
| 133 HANDS CREEK RD | EAST HAMPTON | NY | 11937 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $18,500 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $1,601 |
| METROPOLITAN MUSEUM OF MODERN ART | |||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $1,310 |
| MUSEUM OF MODERN ART | |||||||
| 11 W 53RD STREET | NEW YORK | NY | 10019 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $2,505 |
| MUSEUM OF ARTS AND DESIGN | |||||||
| 2 COLUMBUS CIRCLE | NEW YORK | NY | 10019 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $4,815 |
| NARAL PRO CHOICE AMERICA | |||||||
| 1156 15TH STREET SUITE 700 | WASHINGTON | DC | 20005 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $5,000 |
| NATIONAL YOUNG FARMERS COALITION | |||||||
| PO BOX 1074 | HUDSON | NY | 12534 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $5,000 |
| NETWORK FOR GOOD | |||||||
| 1140 CONNECTICUT AVE NW 700 | WASHINGTON | DC | 20036 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $500 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $2,300 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $10,400 |
| NEW YORK PRESBYTERIAN FUND | |||||||
| 5141 BROADWAY | NEW YORK | NY | 10034 | N/A | oTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $51,800 |
| NISKANEN CENTER | |||||||
| 820 FIRST STREET NE SUITE 675 | WASHINGTON | DC | 20002 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $15,889 |
| NORTHEAST ORGANIC FARMING ASSC OF NY | |||||||
| 1423 HATHAWAY DRIVE | FARMINGTON | NY | 14425 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $500 |
| NUTRITION ACTION | |||||||
| 1220 L STREET NW SUITE 300 | WASHINGTON | DC | 20005 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $1,000 |
| NYCHARITIESORG | |||||||
| 50 BROADWAY | NEW YORK | NY | 10004 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $25,000 |
| PARRISH ART MUSEUM | |||||||
| 279 MONTAUK HIGHWAY | WATER MILL | NY | 11976 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $1,000 |
| PHI BETA KAPPA SOCIETY | |||||||
| 1606 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $500 |
| POLICY RESOLUTION GROUP | |||||||
| 2001 M ST NW 900 | WASHINGTON | DC | 20036 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $10,000 |
| PROJECT KESHER | |||||||
| 600 MAMARONECK AVE 400 | HARRISON | NY | 10528 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $1,430 |
| RICHARD TUCKER FOUNDATION | |||||||
| 1790 BROADWAY 715 | NEW YORK | NY | 10019 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $5,000 |
| RICHARD TUCKER MUSIC FOUNDATION | |||||||
| 1790 BROADWAY 715 | NEW YORK | NY | 10019 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $5,000 |
| ROCKFELLER PHILANTHROPY ADVISORS | |||||||
| 6 W 48TH STREET | NEW YORK | NY | 10036 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $50,000 |
| SAN FRANCISCO GENERAL HOSPITAL FOUNDATION | |||||||
| 1001 POTRERO AVE | SAN FRANCISCO | CA | 94110 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $10,000 |
| SHATTERPROOF | |||||||
| 101 MERRITT 7 CORPORATE PARK 1FL | NORWALK | CT | 06851 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $5,000 |
| STEVE'S CAMP AT HORIZON FARMS | |||||||
| 325 GOLD ST | BROOKLYN | NY | 11201 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $3,600 |
| STONE BARNS CENTER FOR FOOD & AGRICULTURE | |||||||
| 603 BEDFORD ROAD | TARRYTOWN | NY | 10591 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $2,156 |
| SUNRISE DAY CAMP | |||||||
| 75 COLONIAL SPRINGS RD | WYANDANCH | NY | 11798 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $1,800 |
| THE ACTORS FUND | |||||||
| 729 7TH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $10,000 |
| THE ARC | |||||||
| 1825 K STREET NW SUITE 1200 | WASHINGTON | DC | 20006 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $1,000 |
| THE DRAWING CENTER | |||||||
| 35 WOOSTER ST | NEW YORK | NY | 10013 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $250 |
| THE JEWISH MUSEUM | |||||||
| 1109 5TH AVENUE | NEW YORK | NY | 10128 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $7,500 |
| THE PUBLIC THEATER | |||||||
| 425 LAFAYETTE ST | NEW YORK | NY | 10003 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $1,200 |
| THE SYLVIA CENTER | |||||||
| 304 HUDSON ST 201 | NEW YORK | NY | 10013 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $2,500 |
| THE WASHINGTON INSTITUTE | |||||||
| 1828 L STREET NW SUITE 1050 | WASHINGTON | DC | 20036 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $10,000 |
| TIDES | |||||||
| 55 EXCHANGE PLACE 402 | NEW YORK | NY | 10004 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $20,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| ADM 160 MC 4017 | LOS ANGELES | CA | 90089 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $18,000 |
| URBAN GLASS | |||||||
| 647 FULTON ST | BROOKLYN | NY | 11217 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $10,000 |
| WILDLIFE CONSERVANCY SOCIETY | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $1,357 |
| YALE | |||||||
| YALE UNIVERSITY | NEW HAVEN | CT | 06520 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $940,000 |
| YOUNG AUDIENCES | |||||||
| 1 E 53RD ST | NEW YORK | NY | 10022 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL AND CHARITABLE | $360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,650,735 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $33,014 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $116,304 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $438,190 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $587,508 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $587,508 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | FUNDS HELD FOR CONTRIBUTION PURPOSES | RelationshipStatementTxt |
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 | MUUS & COMPANY LLC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET SUITE 915 | AddressLine1Txt |
| City | SOUTH NORWALK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,011,731 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $22,000 | Amt |
| Net Investment Income | $6,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,000 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $538,989 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $538,989 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JEN RESIDENTIAL LP | AT COST | $0 | $0 |
| MILLENNIUM INT'L LTD | AT COST | $1,750,000 | $6,842,513 |
| PALOMA PARTNERS INSTITUTIONAL | AT COST | $1,083,002 | $5,039,611 |
| PRIVATE REIT | AT COST | $0 | $0 |
| GOLUB CAPITAL PARTNERS | AT COST | $706,041 | $883,022 |
| TITAN | AT COST | $1,250,000 | $1,250,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT RELATED EXPENSES | $237 | $0 | $237 |
| INVESTMENT EXPENSES | $1,392 | $1,392 | $0 |
| BANK CHARGES | $185 | $185 | $185 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $116,304 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $116,304 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $116,304 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| LOAN | $2,333 | $0 |
| CREDIT CARD PAYABLE | $0 | $20,360 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX PAID | CategoryTxt |
| Amt | $2,483 | Amt |
| Net Investment Income | $2,483 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments