MILTON AND MIRIAM HANDLER FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MILTON AND MIRIAM HANDLER FOUNDATION (EIN 13-6136957)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-11
- IRS object ID
- 201611329349102106
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-11T13:29:54-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 | 136136957 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILTON & MIRIAM HANDLER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ALBERT KALTER PC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ALBERT KALTER PC | InCareOfNm |
| Business Name Control | MILT | BusinessNameControlTxt |
| Phone | 2129645485 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 WEST 55TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100197599 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALBERT KALTER | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2129645485 | PhoneNum |
| Signature | 2016-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT DEMMETT CPA | PreparerPersonNm |
| PTIN | P00103809 | PTIN |
| Phone | 2129645485 | PhoneNum |
| 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 | $7,993,845 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $549 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $549 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $146,370 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $146,370 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $76,520 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,600,614 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $76,520 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $42,379 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $19,352 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $265,818 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $242,791 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $75,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $75,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,726 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,817 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $22,479 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $5,738 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $284 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $284 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $143,989 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,067 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $86,272 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $450,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $450,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $593,989 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,067 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $536,272 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$328,171 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $213,724 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,714 | CashBOYAmt |
| Cash EOY | $48,898 | CashEOYAmt |
| Cash EOYFMV | $48,898 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $266,385 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $508,745 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $508,745 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $445,662 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,698,648 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,835,702 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,882,065 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $121,962 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $302,203 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $225,907 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,346,183 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,894,835 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,328,230 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,918,554 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,590,383 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,993,845 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $289,013 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $289,013 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $289,013 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $289,013 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,629,541 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,301,370 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,629,541 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,301,370 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,918,554 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,590,383 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,629,541 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$328,171 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,301,370 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,301,370 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| CAPITAL GAIN - SEE ATTACHED | $543,631 | $388,886 | $154,745 | $154,745 | |
| CAPITAL LOSS - SEE ATTACHED | $1,054,775 | $1,135,208 | -$80,433 | -$80,433 | |
| CAPITAL GAIN DIVIDENDS | $2,208 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $76,520 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $803,931 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,546,125 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.09407 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $475,988 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,271,666 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057544 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $641,021 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,748,087 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.082733 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $658,803 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,932,872 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.083047 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $604,395 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,811,523 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.077372 | DistributionYr5Rt |
| Total Distribution | 0.394766 | TotalDistributionRt |
| Average Distribution | 0.078953 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,324,820 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $657,270 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,137 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $659,407 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $536,272 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,274 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,274 | SubtotalAmt |
| Tax Based On Investment Income | $4,274 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,120 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Overpayment | $835 | OverpaymentAmt |
| Applied To ES Tax | $835 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBERT KALTER PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129645485 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 BROADWAY SUITE 1806 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100073751 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE NEWMAN ESQ | ||||||||
| C/O FRIEDMAN KAPLAN1633 BROADWAY | NEW YORK | NY | 10019 | PRESIDENT | 6.0 | $37,500 | $0 | $0 |
| ALBERT KALTER | ||||||||
| C/O ALBERT KALTER PC 225 BROADWAY | NEW YORK | NY | 10007 | SECRETARY | 6.0 | $37,500 | $0 | $0 |
| DAHLIA KALTER | ||||||||
| C/O ALBERT KALTER PC 225 BROADWAY | NEW YORK | NY | 10007 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,837,860 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $613,734 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,451,594 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,451,594 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $126,774 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,324,820 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $416,241 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $416,241 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,274 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,274 | TotalTaxAmt |
| Distributable Before Adj | $411,967 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $411,967 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $411,967 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $536,272 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $536,272 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $536,272 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $411,967 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $219,650 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $270,366 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $275,351 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $72,314 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $386,805 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,224,486 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $536,272 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $411,967 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $124,305 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,348,791 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $219,650 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,129,141 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $270,366 | ExcessFromYear4Amt |
| Excess From Year3 | $275,351 | ExcessFromYear3Amt |
| Excess From Year2 | $72,314 | ExcessFromYear2Amt |
| Excess From Year1 | $386,805 | ExcessFromYear1Amt |
| Excess From Current Year | $124,305 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALBERT KALTER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PER RETURN | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2129645485 | RecipientPhoneNum |
| Form And Info And Materials | BY LETTER INCLUDING PROPOSAL FOR UTILIZATION OF FUNDS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCTOBER 31 OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CARMEL ACADEMY | |||||||
| 270 LAKE AVENUE | GREENWICH | CT | 06830 | N/A | PC | UNRESTRICTED GRANT | $50,000 |
| COLUMBIA UNIVERSITY LAW SCHOOL | |||||||
| 435 W 116TH STREET | NEW YORK | NY | 10025 | N/A | PC | UNRESTRICTED GRANT | $100,000 |
| DREXEL UNIVERSITY | |||||||
| 3141 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | N/A | PC | UNRESTRICTED GRANT | $5,000 |
| COLUMBIA UNIVERSITY NAOMI BERRIE DIABETES CENTER | |||||||
| 1150 SAINT NICHOLAS AVE | NEW YORK | NY | 10032 | N/A | PC | UNRESTRICTED GRANT | $100,000 |
| NORTH SHORE- LONG ISLAND JEWISH HEALTH SYSTEM | |||||||
| 125 COMMUNITY DRIVE | GREAT NECK | NY | 11021 | N/A | PC | UNRESTRICTED GRANT | $50,000 |
| NEW YORK PRESBYTERIAN HOSPITAL | |||||||
| 525 E 68TH STREET | NEW YORK | NY | 10065 | N/A | PC | UNRESTRICTED GRANT | $50,000 |
| PREP FOR PREP | |||||||
| 328 W 71ST | NEW YORK | NY | 10023 | N/A | PC | UNRESTRICTED GRANT | $5,000 |
| REACH FOR THE STARS LEARNING CENTER | |||||||
| 3300 KINGS HWY | BROOKLYN | NY | 11234 | N/A | PC | UNRESTRICTED GRANT | $50,000 |
| TOURO LAW SCHOOL | |||||||
| 225 EASTVIEW DR | CENTRAL ISLIP | NY | 11722 | N/A | PC | UNRESTRICTED GRANT | $15,000 |
| AMIT | |||||||
| 817 BROADWAY 3RD FLOOR | NEW YORK | NY | 10003 | N/A | PC | UNRESTRICTED GRANT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $450,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $549 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $146,370 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | $16,914 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $25,465 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $76,520 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $16,914 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $223,439 | ExclusionAmt |
| Related Or Exempt Function Incm | $25,465 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $265,818 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,500 | Amt |
| Net Investment Income | $5,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,250 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED | BondNm |
| EOY Book Value | $302,203 | EOYBookValueAmt |
| EOYFMV | $225,907 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
| EOY Book Value | $1,835,702 | EOYBookValueAmt |
| EOYFMV | $2,882,065 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,894,835 | BookValueAmt |
| EOYFMV | $4,328,230 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| NYS FILING FEE | $250 | $250 |
| MISCELLANEOUS EXPENSES | $34 | $34 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME PER BOOKS (UBTI) | $16,914 | $16,914 |
| PARTNERSHIP INCOME PER BOOKS (NII) | $2,438 | $2,438 |
| PARTNERSHIP INCOME PER BOOKS (DISTRIBUT) | $23,027 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIPS | Desc |
| BOY Book Value | $289,013 | BOYBookValueAmt |
| EOY Book Value | $289,013 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $35,726 | Amt |
| Net Investment Income | $23,817 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FED EXCISE TAX (NET REFUND) | $16,741 | |
| EMPLOYMENT TAX | $5,738 | $5,738 |
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