GREENBLATT FAMILY CHARITABLE TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GREENBLATT FAMILY CHARITABLE TR (EIN 27-6946683)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-02-04
- IRS object ID
- 202540359349100709
- Schema version
- 2023v6.0
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-04T12:42:01-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 JOHN F KENNEDY PARKWAY | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070782754 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276946683 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENBLATT FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O WILLIAM GREENBLATT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 2127365100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 BROADWAY SUITE 468 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM GREENBLATT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2127365100 | PhoneNum |
| Signature | 2025-01-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIEGO RESTREPO | PreparerPersonNm |
| PTIN | P00670890 | PTIN |
| Phone | 9734679650 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,582,845 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $383,296 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $383,296 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$70,882 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,782,054 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $312,414 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $383,296 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,638 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,637 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $34,032 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $34,032 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $57 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $57 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,364 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,727 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,637 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,189,197 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,189,197 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,228,561 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,727 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,191,834 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,916,147 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $346,569 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $640,957 | CashBOYAmt |
| Cash EOY | $87,739 | CashEOYAmt |
| Cash EOYFMV | $87,739 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,784,538 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,451,325 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,489,677 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $5,429 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,429 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,429 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,430,924 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,544,493 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,582,845 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,430,924 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,544,493 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,430,924 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,544,493 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,430,924 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,544,493 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,430,924 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,916,147 | ExcessRevenueOverExpensesAmt |
| Other Increases | $29,716 | OtherIncreasesAmt |
| Subtotal | $4,544,493 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,544,493 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 250,000 SHS - ENTPRS PROD | P | 2023-02-02 | 2023-12-13 | $247,183 | $245,005 | $2,178 | $2,178 |
| 100,000 SHS - BAC 1/25 PFD JJ | P | 2022-10-04 | 2023-06-01 | $97,801 | $97,261 | $540 | $540 |
| 100,000 SHS - BAC 1/25 PFD JJ | P | 2022-10-04 | 2023-06-22 | $95,330 | $97,261 | -$1,931 | -$1,931 |
| 10,000 SHS - BAC 1/25 PFD JJ | P | 2022-10-04 | 2023-10-02 | $9,742 | $9,726 | $16 | $16 |
| 40,000 SHS - BAC 1/25 PFD JJ | P | 2022-10-04 | 2023-10-03 | $38,981 | $38,904 | $77 | $77 |
| 125,000 SHS - FIFTH PFD J F/V | P | 2022-10-03 | 2023-09-13 | $121,470 | $122,621 | -$1,151 | -$1,151 |
| 125,000 SHS - FIFTH PFD J F/V | P | 2022-10-03 | 2023-10-03 | $118,337 | $122,621 | -$4,284 | -$4,284 |
| 250,000 SHS - TRUIST FINL PFD | P | 2022-10-03 | 2023-06-01 | $243,741 | $245,891 | -$2,150 | -$2,150 |
| 7,460 SHS - AT&T INC | P | 2016-01-08 | 2023-04-10 | $145,484 | $191,925 | -$46,441 | -$46,441 |
| 2,000 SHS - MEDTECH ACQ CORP A | P | 2021-03-25 | 2023-01-13 | $20,180 | $19,245 | $935 | $935 |
| 5,522 SHS - VERIZON COMMNS INC | P | 2016-01-08 | 2023-04-10 | $216,461 | $251,399 | -$34,938 | -$34,938 |
| 2,000 SHS - DEEP LAKE ACQ CORP A | P | 2021-03-25 | 2023-01-17 | $20,248 | $19,225 | $1,023 | $1,023 |
| 92 SHS - KAIROS ACQ CORP A | P | 2021-03-25 | 2023-01-04 | $930 | $888 | $42 | $42 |
| 400 SHS - PROSPECTOR CAP CORP A | P | 2021-03-25 | 2023-01-27 | $4,043 | $3,845 | $198 | $198 |
| 50,000 SHS - WF PFD CL A SER S PERPTAL | P | 2022-10-03 | 2023-10-20 | $50,019 | $47,652 | $2,367 | $2,367 |
| 325,000 SHS - WF PFD CL A SER PERTPL | P | 2022-10-03 | 2023-12-13 | $321,745 | $309,737 | $12,008 | $12,008 |
| 3,000 SHS - PATHFINDER ACQ CORP A | P | 2021-11-30 | 2023-01-13 | $30,359 | $29,730 | $629 | $629 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$70,882 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$6,705 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,817 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,817 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,817 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,817 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KPMG LLP | IndividualWithBooksNm |
| Phone | 2127589700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10154 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM M GREENBLATT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 BROADWAY SUITE 468 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $5,570,992 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,132 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,646,124 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,646,124 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,692 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,561,432 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $278,072 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $278,072 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,817 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,817 | TotalTaxAmt |
| Distributable Before Adj | $273,255 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $273,255 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $273,255 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,191,834 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,191,834 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $273,255 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $222,755 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $394,512 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $426,979 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,170,382 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $672,779 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,887,407 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,191,834 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $273,255 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,918,579 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,805,986 | 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 | $222,755 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,583,231 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $394,512 | ExcessFromYear4Amt |
| Excess From Year3 | $426,979 | ExcessFromYear3Amt |
| Excess From Year2 | $1,170,382 | ExcessFromYear2Amt |
| Excess From Year1 | $672,779 | ExcessFromYear1Amt |
| Excess From Current Year | $1,918,579 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM M GREENBLATT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABINGDON THEATRE COMPANY | |||||||
| 312 W 36TH ST | NEW YORK | NY | 10018 | NONE | PC | NON-RESTRICTED | $32,500 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | NON-RESTRICTED | $3,000 |
| CARSON CUMMINGS FOUNDATION | |||||||
| 3710 HIDDEN HOLLOW | AUSTIN | TX | 78731 | NONE | PC | NON-RESTRICTED | $52,500 |
| FRIENDS OF JCC KRAKOW | |||||||
| 74 LAFAYETTE AVE SUITE 101 | SUFFERN | NY | 10901 | NONE | PC | NON-RESTRICTED | $1,000 |
| HIT THE BOOKS | |||||||
| 340 ST NICHOLAS AVE | NEW YORK | NY | 10027 | NONE | PC | NON-RESTRICTED | $1,000 |
| JEWISH COMMUNITY FOUNDATION OF GREATER METROWEST NJ | |||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | NONE | PC | NON-RESTRICTED | $6,000 |
| MRCC FOUNDATION INC | |||||||
| 713 PASSAIC AVENUE | WEST CALDWELL | NJ | 07006 | NONE | PC | NON-RESTRICTED | $1,030 |
| NEIGHBORHOOD COALITION FOR SHELTER | |||||||
| 50 BROADWAY SUITE 1301 | NEW YORK | NY | 10004 | NONE | PC | NON-RESTRICTED | $1,000 |
| NEW YORK UNIVERSITY | |||||||
| 105 EAST 17TH STREET 4TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | NON-RESTRICTED | $250,000 |
| NORTHSIDE CENTER FOR CHILD DEVELOPMENT INC | |||||||
| 1475 PARK AVENUE | NEW YORK | NY | 10029 | NONE | PC | NON-RESTRICTED | $2,500 |
| NYU LANGONE HEALTH | |||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | NONE | PC | NON-RESTRICTED | $10,000 |
| OXALOSIS & HYPEROXALURIA FOUNDATION | |||||||
| 579 ALBANY POST ROAD | NEW PALTZ | NY | 12561 | NONE | PC | NON-RESTRICTED | $1,000 |
| PARK AVENUE SYNAGOGUE | |||||||
| 50 E 87TH ST | NEW YORK | NY | 10128 | NONE | PC | NON-RESTRICTED | $457,472 |
| PLAN A HEALTH INC | |||||||
| 700 COLUMBUS AVE FRNT 420066 | NEW YORK | NY | 10025 | NONE | PC | NON-RESTRICTED | $10,000 |
| PLANNED PARENTHOOD | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | NONE | PC | NON-RESTRICTED | $1,170 |
| RISING TREETOPS AT OAKHURST | |||||||
| 1140 BROADWAY 507 | NEW YORK | NY | 10001 | NONE | PC | NON-RESTRICTED | $500 |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY 9 | NEW YORK | NY | 10003 | NONE | PC | NON-RESTRICTED | $5,000 |
| SIXPOINT INC | |||||||
| 4905 34TH ST SOUTH SUITE 412 | SAINT PETERSBURG | FL | 33711 | NONE | PC | NON-RESTRICTED | $10,000 |
| SUCCESS ACADEMY CHARTER SCHOOLS | |||||||
| 95 PINE ST | NEW YORK | NY | 10005 | NONE | PC | NON-RESTRICTED | $50,000 |
| SUPERVISION ART SERVICE INC | |||||||
| 188 E 2ND STREET | NEW YORK | NY | 10009 | NONE | PC | NON-RESTRICTED | $60,000 |
| TED & RENEE SERURE FAMILY FOUNDATION | |||||||
| 20083 NORTHEAST 39TH PLACE | AVENTURA | FL | 33180 | NONE | PC | NON-RESTRICTED | $250 |
| THE HONEY FOUNDATION FOR ISRAEL | |||||||
| 11 PRINCETON ROAD | LIVINGSTON | NJ | 07039 | NONE | PC | NON-RESTRICTED | $10,000 |
| THE JEWISH MUSEUM | |||||||
| 1109 5TH AVE E 92ND ST | NEW YORK | NY | 10128 | NONE | PC | NON-RESTRICTED | $15,000 |
| UJA FEDERATION OF NEW YORK | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | PC | NON-RESTRICTED | $550,775 |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC | |||||||
| 4603 CALVERT RD | COLLEGE PARK | MD | 20740 | NONE | PC | NON-RESTRICTED | $400,000 |
| VANDERBILT UNIVERSITY | |||||||
| 2201 WEST END AVE | NASHVILLE | TN | 37235 | NONE | PC | NON-RESTRICTED | $5,000 |
| WASHINGTON UNIVERSITY IN ST LOUIS | |||||||
| 1 BROOKINGS DR | ST LOUIS | MO | 63130 | NONE | PC | NON-RESTRICTED | $2,500 |
| YESHIVA UNIVERSITY | |||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | NONE | PC | NON-RESTRICTED | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,189,197 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $383,296 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$70,882 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $312,414 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $312,414 | 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 | $5,275 | Amt |
| Net Investment Income | $2,638 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,637 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STIFEL - MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $4,451,325 | EOYBookValueAmt |
| EOYFMV | $4,489,677 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| BOY Book Value | $5,429 | BOYBookValueAmt |
| EOY Book Value | $5,429 | EOYBookValueAmt |
| EOYFMV | $5,429 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STIFEL #1242 - MARGIN INTEREST PAID | Desc |
| Revenue And Expenses Per Books | $57 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $57 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCES | Desc |
| Amt | $29,716 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM GREENBLATT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 BROADWAY SUITE 468 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $34,032 | Amt |
| Net Investment Income | $34,032 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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