BARBASH FAMILY FUND INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BARBASH FAMILY FUND INC (EIN 11-3184479)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201601339349101920
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T13:14:06-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Tilly Virchow Krause LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 Baylis Road Suite 300 | AddressLine1Txt |
| City | Melville | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | 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 | 113184479 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBASH FAMILY FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARB | BusinessNameControlTxt |
| Phone | 6316693236 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 WEST MAIN STREET | AddressLine1Txt |
| City | BABYLON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11702 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | susan barbash | PersonNm |
| Person Title | vice president | PersonTitleTxt |
| Phone | 6316693236 | PhoneNum |
| Signature | 2016-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Timothy Mulcahy CPA | PreparerPersonNm |
| PTIN | P00027747 | PTIN |
| Phone | 6317527400 | 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 | $784,732 | 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 | $25,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $472 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $472 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,866 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,866 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,300 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $101,157 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,300 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $31,638 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,638 | 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 |
| Other Expenses Rev And Expnss | $463 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $463 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $463 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $463 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $547,796 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $547,796 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $548,259 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $463 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $547,796 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$516,621 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,175 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,301,353 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $784,732 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $784,732 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $1,301,353 | TotalAssetsBOYAmt |
| Total Assets EOY | $784,732 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $784,732 | 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 | $1,301,353 | RetainedEarningBOYAmt |
| Retained Earning EOY | $784,732 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,301,353 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $784,732 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,301,353 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $784,732 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,301,353 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$516,621 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $784,732 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $784,732 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100 SH JPMORGAN CHASE & CO ALERIAN ML ETN | P | 2014-12-22 | 2015-01-07 | $4,429 | $4,548 | -$119 | -$119 |
| 50 SH KINDER MORGAN INC | P | 2015-04-01 | 2015-09-28 | $1,376 | $2,105 | -$729 | -$729 |
| 1498.498 SH NUVEEN MUN TR SHDU | P | 2014-06-19 | 2015-04-01 | $15,315 | $14,970 | $345 | $345 |
| 1000 SH NUVEEN HIGH YIELD MUNI BOND | P | 2015-04-01 | 2015-09-29 | $16,960 | $17,310 | -$350 | -$350 |
| 50 SH VANGUARD INDEX FDS S&P 500 ETF | P | 2014-06-19 | 2015-01-07 | $9,251 | $8,990 | $261 | $261 |
| 200 SH KINDER MORGAN INC | P | 2014-02-25 | 2015-09-28 | $5,506 | $6,480 | -$974 | -$974 |
| 200 SH VANGUARD DIVIDEND APPRECIATION ETF | P | 2012-12-31 | 2015-01-07 | $15,940 | $11,872 | $4,068 | $4,068 |
| 75 SH VANGUARD INDEX FDS S&P ETF | P | 2013-10-10 | 2015-01-07 | $13,877 | $11,577 | $2,300 | $2,300 |
| 100 SH Vanguard Index FDS S&P | P | 2014-12-22 | 2015-01-07 | $18,503 | $19,005 | -$502 | -$502 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,300 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $585,589 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,567,791 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.373512 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $215,090 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,531,848 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.140412 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $254,757 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,110,184 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.229473 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $230,900 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,498,834 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.154053 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $293,983 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,757,529 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.167271 | DistributionYr5Rt |
| Total Distribution | 1.064721 | TotalDistributionRt |
| Average Distribution | 0.212944 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $963,595 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $205,192 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $62 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $205,254 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $547,796 | 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 | $62 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $62 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $62 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,299 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,299 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,237 | OverpaymentAmt |
| Applied To ES Tax | $2,237 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
| Individual With Books | susan BARBASH | IndividualWithBooksNm |
| Phone | 6316693236 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 WEST MAIN STREET | AddressLine1Txt |
| City | babylon | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11702 | 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 |
|---|---|---|---|---|---|---|---|---|
| LILLIAN BARBASH | ||||||||
| 30 BAYWAY AVE | BRIGHTWATERS | NY | 11718 | president | 0.00 | $0 | $0 | $0 |
| SUSAN BARBASH | ||||||||
| 52 LAWRENCE LANE | BAY SHORE | NY | 11706 | vice president | 0.00 | $0 | $0 | $0 |
| CATHY BARBASH | ||||||||
| 269 GOLF VIEW ROAD | ARDMORE | PA | 19003 | secretary | 0.00 | $0 | $0 | $0 |
| SHEPARD BABRASH | ||||||||
| 109 SEQUAMS LANE EAST | west islip | NY | 11795 | treasurer | 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 | $293,781 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $684,488 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $978,269 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $978,269 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,674 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $963,595 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,180 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,180 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $62 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $62 | TotalTaxAmt |
| Distributable Before Adj | $48,118 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,118 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,118 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $547,796 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $547,796 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $62 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $547,734 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,118 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $206,108 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $155,962 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $199,292 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $138,630 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $507,299 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,207,291 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $547,796 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,118 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $499,678 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,706,969 | 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 | $206,108 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,500,861 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $155,962 | ExcessFromYear4Amt |
| Excess From Year3 | $199,292 | ExcessFromYear3Amt |
| Excess From Year2 | $138,630 | ExcessFromYear2Amt |
| Excess From Year1 | $507,299 | ExcessFromYear1Amt |
| Excess From Current Year | $499,678 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LILLIAN BARBASH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (100 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU Foundation | ||||||||
| 125 Broad Street 18th Floor | NEW YOrk | NY | 10041 | NONE | PUBLIC | GENERAL PURPOSE | $1,500 | |
| ADA Education Fund | ||||||||
| 1625 K Street NW Suite 102 | WASHINGTON | DC | 20006 | NONE | PUBLIC | GENERAL PURPOSE | $500 | |
| AJHS | ||||||||
| 15 W 16th street | New York | NY | 10011 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| Alliance for Global Justice | ||||||||
| 1247 E St SE | WASHINGTON | DC | 20003 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| American Cancer Society | ||||||||
| 250 Williams Street NW | ATLANTA | GA | 30303 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| American Diabetes Foundation | ||||||||
| 1701 North Beauregard Street | ALEXANDRIA | VA | 22311 | NONE | PUBLIC | GENERAL PURPOSE | $300 | |
| American Society for Vad Vashem | ||||||||
| 500 Fifth Avenue 42nd Floor | New York | NY | 101104299 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| Amfar | ||||||||
| 120 Wall Street 13th Floor | New York | NY | 10005 | NONE | PUBLIC | GENERAL PURPOSE | $300 | |
| Amnesty International | ||||||||
| 5 PENN PLAZA | NEW YORK | NY | 10001 | NONE | PUBLIC | GENERAL PURPOSE | $300 | |
| Amor Artis | ||||||||
| PO Box 97 | NEW YORK | NY | 10024 | NONE | PUBLIC | GENERAL PURPOSE | $10,350 | |
| AMREF | ||||||||
| 4 West 43rd Street 2nd Floor | NEW YORK | NY | 10036 | NONE | PUBLIC | GENERAL PURPOSE | $300 | |
| BSSAEF | ||||||||
| PO Box 699 | baBYLON | NY | 11702 | NONE | PUBLIC | GENERAL PURPOSE | $47,500 | |
| Carnagie Hall Corp | ||||||||
| 881 SEVENTH AVE | new york | NY | 10019 | NONE | PUBLIC | GENERAL PURPOSE | $8,733 | |
| Center for Jewish History | ||||||||
| 15 WEST 16TH STREET | new york | NY | 10011 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| Center for Reproduction Rights | ||||||||
| 501 Capitol Court NE | wasHINGTON | DC | 20002 | NONE | PUBLIC | GENERAL PURPOSE | $150 | |
| City Arts in Education roundable | ||||||||
| PO Box 2094 | nEW YOrk | NY | 10108 | none | pUBLIC | General Purpose | $250 | |
| Clarion Music Society | ||||||||
| PO BOX 259 | new york | NY | 10021 | NONE | PUBLIC | GENERAL PURPOSE | $4,000 | |
| Dancers Responding to Aids | ||||||||
| 165 West 46th Street -Suite 1300 | New York | NY | 10036 | NONE | PUBLIC | GENERAL PURPOSE | $575 | |
| Doctors without Borders | ||||||||
| 333 SEVENTH AVE | NEW YORK | NY | 10001 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| Drug Policy Alliance | ||||||||
| 70 W 36th St Rm 1600 | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL PURPOSE | $300 | |
| Empire State Parks Association | ||||||||
| 625 Broadway | Albany | NY | 12207 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| Fair Harbor Fire Dept | ||||||||
| 645 river road | fair haven | NJ | 07704 | NONE | PUBLIC | GENERAL PURPOSE | $250 | |
| Family Service League | ||||||||
| 1444 FIFTH AVE | BAY SHORE | NY | 11706 | NONE | PUBLIC | GENERAL PURPOSE | $250 | |
| FCNL Education Fund | ||||||||
| 245 2MD STREET ne | WASHINGTON | DC | 20002 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| Film Forum | ||||||||
| 209 w houston st | NEW YORK | NY | 10014 | NONE | PUBLIC | GENERAL PURPOSE | $250 | |
| FIRE | ||||||||
| 170 S INDEPENDENCE MALL W STE 510 | PHILADELPHIA | PA | 19106 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 | |
| Fire Island Synagogue | ||||||||
| po box 43 | OCEAN BEACH | NY | 11770 | nONE | pUBLIC | General Purpose | $1,800 | |
| Fresh Air Fund | ||||||||
| 633 3RD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL PURPOSE | $250 | |
| Friedman Foundation for Educational Choice | ||||||||
| 111 Monument Circle Suite 2650 | Indianapolis | IN | 46204 | NONE | PUBLIC | GENERAL PURPOSE | $500 | |
| Friends of the BS-Bright Library | ||||||||
| 1 SOUTH COUNTRY RD | BRIGHTWATERS | NY | 11718 | NONE | PUBLIC | GENERAL PURPOSE | $1,500 | |
| Galapogos Conservancy | ||||||||
| 11150 FAIRFAX BOULEVARD | FAIRFAX | VA | 22030 | NONE | PUBLIC | GENERAL PURPOSE | $500 | |
| George London Foundation | ||||||||
| 460 WEST 49TH STREET | NEW YOrk | NY | 10019 | NONE | PUBLIC | GENERAL PURPOSE | $5,500 | |
| Glimmerglass Festival | ||||||||
| 18 CHESTNUT STREET | COOPERSTOWN | NY | 13326 | NONE | PUBLIC | GENERAL PURPOSE | $2,500 | |
| GMHC | ||||||||
| 119 WEST 24TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC | GENERAL PURPOSE | $300 | |
| Good Samaritan Hospital Foundation | ||||||||
| 1000 Montauk Highway | west islip | NY | 11795 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 | |
| Great South Bay YMCA | ||||||||
| 200 W MAIN ST | BAY SHORE | NY | 11706 | NONE | PUBLIC | GENERAL PURPOSE | $6,500 | |
| Greek Orthodox Church | ||||||||
| 2195 Westchester Ave East | Rye | NY | 10580 | nONE | pUBLIC | General Purpose | $100 | |
| Haverford Jazz Residencyy Campaign | ||||||||
| 265 WEST MAIN STREET | BABYLON | NY | 11702 | NONE | PUBLIC | GENERAL PURPOSE | $5,000 | |
| Human Rights Watch | ||||||||
| 350 5th Ave Ste 4515 | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL PURPOSE | $150 | |
| Hunter College Foundation | ||||||||
| 695 park avenue E 1313 | NEW YOrk | NY | 10065 | NONE | PUBLIC | GENERAL PURPOSE | $600 | |
| INN | ||||||||
| 211 FULTON AVENUE | Hempstead | NY | 11550 | nonE | PUBLIC | general purpose | $16,000 | |
| IPPFWHR | ||||||||
| 125 MAIDEN LN 9TH FLOOR | NEW YORK | NY | 10038 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| IPPNW | ||||||||
| 66-70 Union Square 204 | SOMMERVILLE | MA | 02143 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| Iraq Veterans Against the war | ||||||||
| PO Box 3565 | NEW YOrk | NY | 10008 | nONE | pUBLIC | General Purpose | $100 | |
| Islip Arts Council | ||||||||
| 50 IRISH LN | EAST ISLIP | NY | 11730 | noNE | PUBLIC | general purpose | $4,500 | |
| Jazz at Lincoln Center | ||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 | |
| Jewish center fo the blind | ||||||||
| 2603 Universtity Ave | Bronx | NY | 10468 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| Komedyplast | ||||||||
| 151 Belle Ave | Highland Park | IL | 60035 | nONE | pUBLIC | General Purpose | $500 | |
| Lambada Legal | ||||||||
| 120 Wall Street Suite 1500 | NEW YORK | NY | 10010 | NONE | PUBLIC | GENERAL PURPOSE | $200 | |
| LI Crisis Center | ||||||||
| 2740 Martin Ave 2 | BELLMORE | NY | 11710 | NONE | PUBLIC | GENERAL PURPOSE | $550 | |
| Library for the Performing Arts NYPL | ||||||||
| 445 FIFTH AVENUE 4TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC | GENERAL PURPOSE | $250 | |
| Lincoln Center Theater | ||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL PURPOSE | $4,094 | |
| Macular Degeneration Research | ||||||||
| PO Box 515 | Northampton | MA | 010610515 | nONE | pUBLIC | General Purpose | $100 | |
| Manhattan Theatre Club | ||||||||
| 311 WEST 43RD STREET | NEW YOrk | NY | 10038 | NONE | PUBLIC | GENERAL PURPOSE | $1,730 | |
| March of Dimes | ||||||||
| 1275 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | NONE | PUBLIC | GENERAL PURPOSE | $150 | |
| Met Museum | ||||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | NONE | PUBLIC | GENERAL PURPOSE | $510 | |
| Metropolitan Opera | ||||||||
| LINCOLN CENTER | NEW YOrk | NY | 10023 | NONE | PUBLIC | GENERAL PURPOSE | $27,785 | |
| Monterey Jazz Festival | ||||||||
| 9699 Blue Larkspur Lane Suite 204 | Monterey | CA | 93940 | NONE | PUBLIC | GENERAL PURPOSE | $250 | |
| NAACP Legal Defense & Ed Fund | ||||||||
| 4805 MTHOPE DR | BALTIMORE | MD | 21215 | NONE | PUBLIC | GENERAL PURPOSE | $200 | |
| New Amsterdam Presents | ||||||||
| 417 Myrtle Avenue 101 | Brooklyn | NY | 11205 | NONE | PUBLIC | GENERAL PURPOSE | $6,500 | |
| Nicholas Jonas Fields Scholarship in Spec Ed | ||||||||
| 265 WEST MAIN STREET | babyLON | NY | 11702 | nONE | pUBLIC | General Purpose | $250 | |
| NNAF | ||||||||
| 42 SEAVERNS AVENUE | BOSTON | MA | 02130 | NONE | PUBLIC | GENERAL PURPOSE | $2,000 | |
| NRDC | ||||||||
| 40 WEST 20TH STEET | NEW YORK | NY | 10011 | NONE | PUBLIC | GENERAL PURPOSE | $150 | |
| NSLIJ Health System Foundation | ||||||||
| 125 community drive | great neck | NY | 11021 | NONE | PUBLIC | the hartman/barbash family endowed chair in cardiovascular and thoracic surgery | $300,000 | |
| NY City Ballet | ||||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | noNE | PUBLIC | general purpose | $12,250 | |
| NY City Center | ||||||||
| 130 W 56TH ST | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL PURPOSE | $5,140 | |
| NY Philharmonic | ||||||||
| 10 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL PURPOSE | $6,500 | |
| NY Public Radio | ||||||||
| 445 FIFTH AVENUE 4TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC | GENERAL PURPOSE | $3,700 | |
| PFLAG | ||||||||
| 130 E 25th Street Ste M1 | New York | NY | 10010 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| Ping Chong & Company | ||||||||
| 47 Great Jones Street | New York | NY | 10012 | NONE | PUBLIC | GENERAL PURPOSE | $1,500 | |
| Planned Parenthood Federation of America | ||||||||
| 434 WEST 33RD ST | NEW YORK | NY | 10001 | NONE | PUBLIC | GENERAL PURPOSE | $3,000 | |
| Planned Parenthood HP | ||||||||
| 190 FAIRVIEW AVENUE | HUDSON | NY | 12534 | NONE | PUBLIC | GENERAL PURPOSE | $250 | |
| Resist | ||||||||
| PO Box 441155 | Somerville | MA | 02144 | NONE | PUBLIC | GENERAL PURPOSE | $200 | |
| Roundabout | ||||||||
| 231 W 39TH STREET 1200 | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL PURPOSE | $2,404 | |
| Rowen University Foundation | ||||||||
| 201 Mullica Hill Road | Glassboro | NJ | 08028 | NONE | PUBLIC | GENERAL PURPOSE | $3,500 | |
| Save Venice | ||||||||
| 133 E 58th St Suite 501 | nEW YOrk | NY | 10022 | none | pUBLIC | General Purpose | $820 | |
| Scatawag | ||||||||
| 265 WEST MAIN STREET | babyLON | NY | 11702 | nONE | pUBLIC | General Purpose | $500 | |
| School of American Ballet | ||||||||
| 70 LINCOLN CENTER PLAZA FRNT 5 | New York | NY | 10011 | nONE | pUBLIC | General Purpose | $225 | |
| Signature Theatre | ||||||||
| 480 WEST 42ND ST | NEW YOrk | NY | 10036 | NONE | PUBLIC | GENERAL PURPOSE | $3,000 | |
| Sir John Soane's Museum Foundation | ||||||||
| 1040 First Avenue No 311 | New York | NY | 10022 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 | |
| Southside Hospital | ||||||||
| 301 E MAIN STREET | BAY SHORE | NY | 11706 | NONE | PUBLIC | GENERAL PURPOSE | $1,500 | |
| Special Olympics NY | ||||||||
| 504 Balltown Road | Schenectady | NY | 12304 | nONE | pUBLIC | General Purpose | $100 | |
| SPLC | ||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PUBLIC | GENERAL PURPOSE | $200 | |
| St Baldrick's Foundation | ||||||||
| 1333 South Mayflower Avenue Suite | Monrovia | CA | 91016 | NONE | PUBLIC | GENERAL PURPOSE | $100 | 400 |
| Taos School of Music | ||||||||
| PO BOX 2630 | TAOS | NM | 87571 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 | |
| The ALS Foundation | ||||||||
| 1275 K St NW 1050 | WASHINGTON | DC | 20005 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 | |
| The Children's Aid Society | ||||||||
| 105 EAST 22ND STREET | NEW YORK | NY | 10010 | NONE | PUBLIC | GENERAL PURPOSE | $250 | |
| The City College Fund | ||||||||
| 160 Convent Ave | New York | NY | 10031 | NONE | PUBLIC | GENERAL PURPOSE | $15,000 | |
| The Great Gull Island Project | ||||||||
| CENTRAL PARK WEST 79 STREET | NEW YORK | NY | 10024 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| The Pearl Theater Co | ||||||||
| 555 W 42ns street | new york | NY | 10036 | NONE | PUBLIC | GENERAL PURPOSE | $250 | |
| The Progressive | ||||||||
| 30 W Miffin Suite 703 | Madison | WI | 53703 | NONE | PUBLIC | GENERAL PURPOSE | $200 | |
| The Shalem Foundation | ||||||||
| 845 Third Avenue Sixth Floor | New York | NY | 10022 | NONE | PUBLIC | GENERAL PURPOSE | $10,000 | |
| ThirteenWNET | ||||||||
| 825 EIGHTH AVENUE | NEW YOrk | NY | 10019 | NONE | PUBLIC | GENERAL PURPOSE | $350 | |
| UCS | ||||||||
| Two Brattle Sq | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| UNCSA Foundation | ||||||||
| 1533 South Main Street | WinstonSalem | NC | 271272738 | NONE | PUBLIC | GENERAL PURPOSE | $120 | |
| US Holocust Memorial Museum | ||||||||
| 100 15th St SW | WASHINGTON | DC | 20024 | NONE | pUBLIC | GENERAL PURPOSE | $150 | |
| Washington Presents | ||||||||
| 265 WEST MAIN STREET | babyLON | NY | 11702 | nONE | pUBLIC | General Purpose | $1,000 | |
| Y Boulton Center | ||||||||
| 37 W Main Street | BAY SHORE | NY | 11706 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 | |
| Yiddish Book Center | ||||||||
| 1021 WEST ST | AMHERST | MA | 01002 | NONE | pUBLIC | GENERAL PURPOSE | $180 | |
| YIVO Institiute of Jewish Research | ||||||||
| 15 WEST 16TH STREET | NEW YOrk | NY | 10011 | noNE | pUBLIC | GENERAL PURPOSE | $180 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $547,796 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $472 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,866 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,300 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,638 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,638 | 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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | investment management fee | Desc |
| Revenue And Expenses Per Books | $463 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $463 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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