TREIBER FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- TREIBER FAMILY FOUNDATION (EIN 11-3440919)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-02-21
- IRS object ID
- 201740529349100004
- 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 Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-21T11:06:35-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112896024 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID A BLACK CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 ROBBINS DRIVE | AddressLine1Txt |
| City | EAST WILLISTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11596 | 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 | 113440919 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Treiber Family FoundationInc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TREI | BusinessNameControlTxt |
| Phone | 5162144044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 377 Oak Street No 405-7 | AddressLine1Txt |
| City | Garden City | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H CRAIG TREIBER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5162144044 | PhoneNum |
| Signature | 2017-02-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00117902 | PTIN |
| Phone | 5162946638 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.198.188.64 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-02-21 | IPDt |
| IP Tm | 12:04:21 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CAE66C5F2B6FC9359B339683EC8D1EA6031616FA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CAE66C5F2B6FC9359B339683EC8D1EA6031616FA | 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 | $2,352,375 | 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 | $123,686 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,088 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,088 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $46,332 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,332 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,404 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $557,807 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $41,404 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $218,510 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $94,824 | 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 | $7,313 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,657 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,487 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $96 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,632 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,628 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,432 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,381 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $222,505 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $222,505 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $249,937 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,381 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $223,505 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,427 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $75,443 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,737 | CashBOYAmt |
| Cash EOY | $7,483 | CashEOYAmt |
| Cash EOYFMV | $7,483 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $39,448 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $75,274 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $75,274 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,965,385 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,897,386 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,269,618 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,011,570 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,980,143 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,352,375 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,011,570 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,980,143 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,011,570 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,980,143 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,011,570 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,980,143 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,011,570 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,427 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,980,143 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,980,143 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| See Schedule I #04037 | P | 2016-01-01 | 2016-12-31 | $28,182 | $27,662 | $520 | $520 |
| See Schedule I #04037 | P | 2015-01-01 | 2016-12-31 | $30,612 | $30,170 | $442 | $442 |
| See Schedule II #04036 | P | 2016-01-01 | 2016-12-31 | $8,146 | $8,070 | $76 | $76 |
| See Schedule II #04036 | P | 2015-01-01 | 2016-12-31 | $10,517 | $10,440 | $77 | $77 |
| See Schedule II #04036 | P | 2016-01-01 | 2016-12-31 | $65,964 | $65,202 | $762 | $762 |
| See Schedule III #04033 | P | 2016-01-01 | 2016-12-31 | $107,128 | $91,298 | $15,830 | $15,830 |
| See Schedule III #04033 | P | 2015-01-01 | 2016-12-31 | $90,010 | $93,721 | -$3,711 | -$3,711 |
| See Schedule IV #04030 | P | 2016-01-01 | 2016-12-31 | $21,224 | $24,201 | -$2,977 | -$2,977 |
| See Schedule IV #04030 | P | 2015-01-01 | 2016-12-31 | $194,433 | $165,639 | $28,794 | $28,794 |
| Capital Gains Dividends | P | $1,591 | $1,591 | $1,591 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41,404 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $338,233 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,215,106 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.152694 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $269,446 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,436,772 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.110575 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $288,792 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,382,560 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.121211 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $226,094 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,539,089 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.089045 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $343,882 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,595,278 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.132503 | DistributionYr5Rt |
| Total Distribution | 0.606028 | TotalDistributionRt |
| Average Distribution | 0.121206 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,071,082 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $251,028 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $754 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $251,782 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $223,505 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,509 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,509 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,509 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $891 | OverpaymentAmt |
| Applied To ES Tax | $891 | 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H Craig Treiber | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5162144044 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 377 Oak Street | AddressLine1Txt |
| City | Garden City | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| H Craig Treiber | ||||||||
| 7 Tanglewood Lane | Sea Cliff | NY | 11579 | President | 0.00 | $0 | $0 | $0 |
| John H Treiber | ||||||||
| 394 Charles Street | East Williston | NY | 11596 | Vice President | 0.00 | $0 | $0 | $0 |
| Scott R Treiber | ||||||||
| 112 Blair Road | Oyster Bay Cove | NY | 11771 | Treasurer | 0.00 | $0 | $0 | $0 |
| Peter S Treiber | ||||||||
| 5 Tanglewood Lane | Sea Cliff | NY | 11579 | Secretary | 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 | $2,024,296 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $78,325 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,102,621 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,102,621 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,539 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,071,082 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,554 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,554 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,509 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,509 | TotalTaxAmt |
| Distributable Before Adj | $102,045 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $102,045 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $102,045 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $223,505 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $223,505 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $223,505 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $102,045 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $216,556 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $104,652 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $173,880 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $153,405 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $231,860 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $880,353 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $223,505 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $102,045 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $121,460 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,001,813 | 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 | $216,556 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $785,257 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $104,652 | ExcessFromYear4Amt |
| Excess From Year3 | $173,880 | ExcessFromYear3Amt |
| Excess From Year2 | $153,405 | ExcessFromYear2Amt |
| Excess From Year1 | $231,860 | ExcessFromYear1Amt |
| Excess From Current Year | $121,460 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AABR FOUNDATION | |||||||
| 49 Knollwood Road | ElmSFORD | NY | 10523 | NONE | Foundation | GENERAL | $5,000 |
| ADELPHI UNIVERSITY | |||||||
| One South Avenue | Garden City | NY | 11530 | None | Public Charity | General Fund | $3,000 |
| AHRC | |||||||
| 189 Wheatley Road | Brookville | NY | 11545 | None | Public Charity | General Fund | $250 |
| AVOW HOSPICE OF NAPLES | |||||||
| 1095 Whippoorwill Lane | Naples | FL | 34105 | None | Public Charity | GENERAL | $100 |
| BSAFE - ST STEPHENS YOUTH PROGRAM | |||||||
| 419 Shawmut Avenue | Boston | MA | 02118 | None | Public Charity | GENERAL | $500 |
| CHAMINADE DEVELOPMENT FUND | |||||||
| Jackson Avenue | Mineola | NY | 11501 | NONE | PUblic Charity | General Fund | $900 |
| FAMILY AND CHILDREN'S ASSOCIATION | |||||||
| 100 East Old Country Road | Mineola | NY | 11501 | None | Public Charity | Program Development | $12,500 |
| Huntington Hospital | |||||||
| 270 Park Avenue | Huntington | NY | 11743 | None | Public Charity | General | $500 |
| JOHNSON STATE COLLEGE - GLORY CAMPAIGN | |||||||
| 377 College Hill | Johnson | VT | 05656 | NONE | Public Charity | GENERAL | $1,000 |
| Kiwanis Club of Patchogue | |||||||
| 255 Executive Drive Suite 308 | Plainview | NY | 11803 | None | Public Charity | General | $1,000 |
| Lauren Bower | |||||||
| 67 Mist | Westbury | NY | 11590 | None | Individual | Scholarship | $17,805 |
| LICADD | |||||||
| 207 Hillside Avenue | Williston Park | NY | 11596 | NONE | PUblic Charity | General Fund | $25,000 |
| LONG ISLAND ALZHEIMERS FOUNDATION | |||||||
| 5 Channel Drive | Port Washington | NY | 11050 | None | Public Charity | General Fund | $20,000 |
| LONG ISLAND GOLF ASSOCIATION | |||||||
| 114 Old Country Road | Mineola | NY | 11501 | None | Public Charity | General Fund | $5,000 |
| MAKE A WISH FOUNDATION OF METRO NEW YORK | |||||||
| 1111 Marcus Avenue Suite LL22 | Lake Success | NY | 11042 | None | Public Charity | General Fund | $10,000 |
| Melanoma Research Foundation | |||||||
| 1375 Broadway | New York | NY | 10018 | None | Public Charity | General Fund | $250 |
| METROPOLITAN GOLF ASSOCIATION FOUNDATION | |||||||
| 49 Knollwood Road | ELMSFORD | NY | 10523 | NONE | Private Foundation | General Fund | $4,000 |
| METROPOLITAN PGA INC | |||||||
| 49 Knollwood Road | Elmsford | NY | 10523 | NONE | Private Foundation | General Fund | $22,500 |
| North Shore Land Alliance | |||||||
| 151 Post Road | Old Westbury | NY | 11568 | None | Public Charity | General Fund | $1,000 |
| NORTH SHORE LONG ISLAND JEWISH HEALTH SYSTEM | |||||||
| 125 Community Drive | Great Neck | NY | 11021 | None | Public Charity | General Fund | $30,000 |
| North Shore Woman's Club | |||||||
| 29 Sheppard Street | Glen Head | NY | 11545 | None | Private Foundation | General Fund | $500 |
| Northwell Health Foundation | |||||||
| 125 Community Drive | Great Neck | NY | 11021 | None | Public Charity | General | $100 |
| Ronald McDonald House Charities | |||||||
| One Kroc Drive | Oak Brook | IL | 60523 | None | Public Charity | GeneralGeneral | $5,000 |
| SCO FAMILY OF SERVICES | |||||||
| 1 Alexander Place | Glen Cove | NY | 11542 | None | Public Charity | General Fund | $40,100 |
| The Coalition to Save Hempstead Harbor | |||||||
| PO Box 159 | Sea Cliff | NY | 11579 | None | Public Charity | General | $2,500 |
| The D'Addario Foundation | |||||||
| 595 Smith Street | Farmingdale | NY | 11735 | None | Private Foundation | General | $5,000 |
| THE Sid Jacobson JCC Outing | |||||||
| 300 Forest Drive | Greenvale | NY | 11548 | None | Public Charity | General | $1,000 |
| VISION WALK FOUNDATION FOR FIGHTING BLINDNESS | |||||||
| 225 West 34th Street Suite 1708 | New York | NY | 10122 | None | public Charity | General Fund | $1,000 |
| WINTHROP UNIVERSITY HOSPITAL | |||||||
| 286 Old Country Road | Mineola | NY | 11501 | None | Public Charity | Building Fund | $3,500 |
| YMCA OF LONG ISLAND INC | |||||||
| 121 Dosoris Lane | Glen Cove | NY | 11542 | None | Public Charity | General Fund | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $222,505 | 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 | $7,088 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $46,332 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $41,404 | 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 | $94,824 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $94,824 | 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 | 4 | LineNumberTxt |
| Relationship Statement | The dividends and capital gains earned on the funds investments fund its charitable contributions. | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Peter S Treiber | ||||||
| 1 | 5 Tanglewood Lane | Sea Cliff | NY | 11579 | $10,672 | Yes (X) |
| Peter S Treiber | ||||||
| 2 | 5 Tanglewood Lane | Sea Cliff | NY | 11579 | $7,235 | Yes (X) |
| H Craig Treiber | ||||||
| 3 | 7 Tanglewood Lane | Sea Cliff | NY | 11579 | $105,779 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 287 Shares Arthur J. Gallagher common stock | $10,672 | 2016-07-13 |
| 2 | 142 Shares Arthur J. Gallagher common stock | $7,235 | 2016-12-13 |
| 3 | 3850 Shares First National Bank of Long Island | $105,779 | 2016-12-06 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $7,313 | Amt |
| Net Investment Income | $3,657 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH INVESTMENT ACCOUNTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,897,386 | BookValueAmt |
| EOYFMV | $2,269,618 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| New York State Fee | $250 | $0 | $0 |
| Statutory Advertising | $150 | $0 | $0 |
| Investment Management Fee | $15,583 | $15,583 | $0 |
| Telephone | $1,595 | $0 | $0 |
| Postage | $9 | $0 | $0 |
| Filing Fee | $1,000 | $0 | $1,000 |
| Bank Charges | $45 | $45 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Excise Taxes | $1,391 | $0 | $0 |
| Foreign Withholding Taxes | $96 | $96 | $0 |