TREIBER FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- TREIBER FAMILY FOUNDATION (EIN 11-3440919)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-10
- IRS object ID
- 201601319349101195
- Schema version
- 2015v2.1
- 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 | 2016-05-10T13:50:22-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-10 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,108,699 | 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 | $21,227 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,012 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,012 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,915 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,570 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $180,066 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,076,605 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $180,066 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $264,220 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $242,648 | 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 | $6,289 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,145 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,790 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $91 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,937 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,357 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,016 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,593 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $340,174 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $340,174 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $373,190 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,593 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $340,424 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$108,970 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $219,055 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,203 | CashBOYAmt |
| Cash EOY | $6,737 | CashEOYAmt |
| Cash EOYFMV | $6,737 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $112,266 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,448 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,448 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,999,071 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,965,385 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,062,514 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,120,540 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,011,570 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,108,699 | 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 | $2,120,540 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,011,570 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,120,540 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,011,570 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,120,540 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,011,570 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,120,540 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$108,970 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,011,570 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,011,570 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| See Schedule I (ML NO. xx4033 | 2015-01-03 | 2015-12-31 | $966,493 | $919,271 | $49,927 | $49,927 | |
| See Schedule I (ML NO. xx4033 | 2014-01-01 | 2015-12-31 | $249,387 | $199,086 | $51,214 | $51,214 | |
| See Schedule I (ML NO. xx4033 | 2014-01-01 | 2015-12-31 | $37,978 | $18,292 | $19,686 | $19,686 | |
| Cash in Lieu of Frac Share Chemours | 2014-01-01 | 2015-07-08 | $8 | $8 | $8 | ||
| Cash in Lieu of Frac Share Medtronic | 2014-01-01 | 2015-02-18 | $23 | $23 | $23 | ||
| See Schedule II (ML No. xx4036) | 2015-01-02 | 2015-12-31 | $33,163 | $33,102 | $32 | $32 | |
| See Schedule II (ML No. xx4036) | 2015-01-02 | 2015-12-31 | $11,249 | $11,249 | $0 | $0 | |
| See Schedule II (ML No. xx4036) | 2014-01-01 | 2015-12-31 | $31,840 | $31,514 | $169 | $169 | |
| See Schedule III (ML NO. xx4030) | 2015-01-02 | 2015-12-31 | $29,401 | $28,839 | $562 | $562 | P |
| sEE Schedule III (ML NO. xx4030) | 2014-01-01 | 2015-12-31 | $276,552 | $199,256 | $77,296 | $77,296 | P |
| See Schedule III (ML NO. xx4030) | 2014-01-01 | 2015-12-31 | $8,392 | $4,110 | $4,282 | $4,282 | P |
| Cash in Lieu of Frac Share Medtronic | 2015-02-18 | 2015-02-18 | $63 | $63 | $63 | P | |
| See Schedule IV (ML No. xx4037) | 2014-01-02 | 2015-12-31 | $81,963 | $82,742 | -$780 | -$780 | P |
| See Schedule IV (ML No. xx4037) | 2014-01-01 | 2015-12-31 | $32,964 | $33,009 | -$45 | -$45 | P |
| See Schedule IV (ML No. xx4037) | 2014-01-01 | 2015-12-31 | $191,788 | $213,773 | -$21,985 | -$21,985 | P |
| See Schedule IV (ML No. xx4037) | 2014-01-01 | 2015-12-31 | $64,283 | $65,672 | -$1,389 | -$1,389 | |
| See Schedule V (ML No. 04037) | 2014-01-01 | 2015-12-31 | $60,055 | $60,055 | $0 | $0 | P |
| Capital Gains Dividends | $1,003 | $1,003 | $1,003 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $180,066 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $269,446 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,436,772 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.110575 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $288,792 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,382,560 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.121211 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $226,094 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,539,089 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.089045 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $343,882 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,595,278 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.132503 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $137,751 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,669,892 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051594 | DistributionYr5Rt |
| Total Distribution | 0.504928 | TotalDistributionRt |
| Average Distribution | 0.100986 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,215,106 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $223,695 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,191 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $225,886 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $340,424 | 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 | $2,191 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,191 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,191 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,009 | OverpaymentAmt |
| Applied To ES Tax | $1,009 | 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 | $2,076,970 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $171,869 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,248,839 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,248,839 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,733 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,215,106 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,755 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,755 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,191 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,191 | TotalTaxAmt |
| Distributable Before Adj | $108,564 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $108,564 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $108,564 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $340,424 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $340,424 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,191 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $338,233 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $108,564 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,627 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $216,556 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $104,652 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $173,880 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $153,405 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $655,120 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $340,424 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $108,564 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $231,860 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $886,980 | 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 | $6,627 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $880,353 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $216,556 | ExcessFromYear4Amt |
| Excess From Year3 | $104,652 | ExcessFromYear3Amt |
| Excess From Year2 | $173,880 | ExcessFromYear2Amt |
| Excess From Year1 | $153,405 | ExcessFromYear1Amt |
| Excess From Current Year | $231,860 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADELPHI UNIVERSITY | ||||||||
| One South Avenue | Garden City | NY | 11530 | None | Public Charity | General Fund | $7,500 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 839 Stewart Avenue | Garden City | NY | 11530 | None | Public Charity | General Fund | $100 | |
| CAMP DUDLEY YMCA INC | ||||||||
| 126 Dudley Road | Westport | NY | 12993 | None | Public Charity | General FundGeneral FundBuilding Fund | $250 | |
| CHAMINADE DEVELOPMENT FUND | ||||||||
| Jackson Avenue | Mineola | NY | 11501 | NONE | PUblic Charity | General Fund | $1,000 | |
| EPISCOPAL MINISTRIES OF LONG ISLAND | ||||||||
| 36 Cathedral Place | Garden City | NY | 11530 | None | Public Charity | General Fund | $5,000 | |
| FAMILY AND CHILDREN'S ASSOCIATION | ||||||||
| 100 East Old Country Road | Mineola | NY | 11501 | None | Public Charity | Program Development | $17,600 | |
| FORT TICONDEROGA | ||||||||
| 100 Fort Ticonderoga Road | Fort Ticonderoga | NY | 12883 | None | Public Charity | General Fund | $10,000 | |
| FOUNDATION FOR FIGHTING BLINDNESS | ||||||||
| 325 West 34th Street Suite 1708 | New York | NY | 10122 | NOne | Public Charity | General Fund | $1,600 | |
| FRIENDS OF THE SANDS POINT PRESERVE INC | ||||||||
| 127 Middle Neck Road | Sands Point | NY | 11050 | None | Public Charity | General Fund | $2,000 | |
| HelpHOPELive | ||||||||
| TWO Radnor Corporate Center | Radnor | PA | 19087 | None | Public Charity | General Fund | $3,000 | |
| Hofstra University | ||||||||
| 102 Hofstra University | Hempstead | NY | 11550 | None | Public Charity | General Fund | $2,500 | |
| Integrated Medical Foundation | ||||||||
| 532 Broadhollow Rd Suite 132A | Melville | NY | 11747 | None | Private Foundation | General Fund | $250 | |
| KIWANIS PEDIATRIC TRAUMA CENTER | ||||||||
| c/o North Shore Kiwanis 6 Orchard | Sea Cliff | NY | 11579 | None | Public Charity | General Fund | $1,000 | Lane |
| Lauren Bower | ||||||||
| 67 Mist | Westbury | NY | 11590 | None | Individual | Award | $3,400 | |
| LICADD | ||||||||
| 207 Hillside Avenue | Williston Park | NY | 11596 | NONE | PUblic Charity | General Fund | $1,000 | |
| LONG ISLAND ALZHEIMERS FOUNDATION | ||||||||
| 5 Channel Drive | Port Washington | NY | 11050 | None | Public Charity | General Fund | $13,000 | |
| LONG ISLAND CADDIE SCHOLARSHIP FUND | ||||||||
| 1225 Franklin Avenue Suite 400 | Garden City | NY | 11530 | NONE | PRivate Foundation | General Fund | $250 | |
| Long Island Center for Business and Professonal Women | ||||||||
| 535 Broadhollow Road Suite B33 | Melville | NY | 11747 | None | Private Foundation | General Fund | $2,500 | |
| Long Island Farm Bureau | ||||||||
| 104 Edward Avenue | Calverton | NY | 11933 | None | Private Foundation | General Fund | $1,300 | |
| LONG ISLAND GOLF ASSOCIATION | ||||||||
| 114 Old Country Road | Mineola | NY | 11501 | None | Public Charity | General Fund | $5,000 | |
| Long Island Home | ||||||||
| 400 Sunrise Highway | Amityville | NY | 11701 | None | Private Foundation | General Fund | $250 | |
| METROPOLITAN GOLF ASSOCIATION FOUNDATION | ||||||||
| 49 Knollwood Road | ELMSFORD | NY | 10523 | NONE | Private Foundation | General Fund | $29,000 | |
| METROPOLITAN PGA INC | ||||||||
| 49 Knollwood Road | Elmsford | NY | 10523 | NONE | Private Foundation | General Fund | $22,500 | |
| MOLLOY COLLEGE | ||||||||
| 1000 Hempstead AVenue | Rockville Centre | NY | 11570 | None | Public Charity | General Fund | $30,000 | |
| NORTH SHORE LONG ISLAND JEWISH HEALTH SYSTEM | ||||||||
| 125 Community Drive | Great Neck | NY | 11021 | None | Public Charity | General Fund | $40,000 | |
| North Shore Woman's Club | ||||||||
| 29 Sheppard Street | Glen Head | NY | 11545 | None | Private Foundation | General Fund | $500 | |
| OLD WESTBURY GARDENS | ||||||||
| PO BOX 430 | Old Westbury | NY | 11568 | NONE | Private Foundation | General Fund | $2,500 | |
| Our Lady of Mercy Academy | ||||||||
| 815 Convent Road | Syosset | NY | 11791 | None | Public Charity | General Fund | $1,000 | |
| REGIONAL PLAN ASSOCIATION | ||||||||
| 4 Irving Place - 7th Floor | New York | NY | 10003 | None | Public Charity | General Fund | $1,000 | |
| Roanoke College | ||||||||
| 221 College Lane | Salem | VA | 24153 | None | Public Charity | General Fund | $25,000 | |
| SCO FAMILY OF SERVICES | ||||||||
| 1 Alexander Place | Glen Cove | NY | 11542 | None | Public Charity | General Fund | $35,100 | |
| ST Paul's Episcopal Church | ||||||||
| 28 Highland Road | Glen Cove | NY | 11542 | None | Public Charity | General Fund | $5,665 | |
| SUFFOLK COMMUNITY COLLEGE FOUNDATION | ||||||||
| 533 College Road | Selden | NY | 11784 | None | Public Charity | GENERAL FUND | $1,000 | |
| Suny at Oneonta | ||||||||
| 108 Ravine Parkway | Oneonta | NY | 13820 | None | Public Charity | Scholarships | $17,309 | |
| The Crohn's and Colitis Foundation of America | ||||||||
| 585 Stewart Avenue | Garden City | NY | 11530 | None | Public Charity | General | $1,000 | |
| THE ENERGIA PARTNERSHIP AT MOLLOY COLLEGE | ||||||||
| 7180 REPUBLIC AIRPORT | FARMINGDALE | NY | 11735 | NONE | Public Charity | GENERAL | $2,500 | |
| The Fund for Lake George | ||||||||
| PO Box 352 | Lake George | NY | 12845 | None | Public Charity | General Fund | $15,000 | |
| The Lustgarten Foundation | ||||||||
| 1111 Stewart AVenue | Bethpage | NY | 11714 | None | Public Charity | General Fund | $250 | |
| Tomorrow's Hope Foundation | ||||||||
| 50 Charles Lindbergh Suite 500 | Uniondale | NY | 11553 | None | Private Foundation | General Fund | $25,000 | |
| UJA Federation of New York Long Island Insurance Division | ||||||||
| 6900 Jericho TPke | Syosset | NY | 11791 | None | Public Charity | General FundGeneral Fund | $1,000 | |
| Westbury Mercy League | ||||||||
| 12 Ash Street | Garden City | NY | 11530 | None | Private Foundation | General Fund | $250 | |
| WINTHROP UNIVERSITY HOSPITAL | ||||||||
| 286 Old Country Road | Mineola | NY | 11501 | None | Public Charity | Building Fund | $2,500 | |
| Wounded Warrior Foundation | ||||||||
| PO Box 75817 | Topeka | KS | 66675 | None | Public Charity | General | $100 | |
| 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 | $340,174 | 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 | $4,012 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $58,915 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $180,066 | 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 | $242,993 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $242,993 | 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 (2 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 | $12,512 | Yes (X) |
| Peter S Treiber | ||||||
| 2 | 5 Tanglewood Lane | Sea Cliff | NY | 11579 | $8,715 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 450 Shares First of Long Island (FLIC) common stock | $12,512 | 2015-07-17 |
| 2 | 287 Shares First of Long Island (FLIC) common stock | $8,715 | 2015-12-24 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $6,289 | Amt |
| Net Investment Income | $3,145 | 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 | $1,965,385 | BookValueAmt |
| EOYFMV | $2,062,514 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| New York State Fee | $250 | $0 | $250 |
| Statutory Advertising | $145 | $0 | $0 |
| Investment Management Fee | $20,357 | $20,357 | $0 |
| Telephone | $2,178 | $0 | $0 |
| POSTAGE | $7 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Excise Taxes | $3,699 | $0 | $0 |
| Foreign Withholding Taxes | $91 | $91 | $0 |