BETA

LINDEMANN ABEND FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
LINDEMANN ABEND FOUNDATION (EIN 20-8638461)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-19
IRS object ID
201611409349100401
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

FieldValueIRS element (for citing)
Return2016-05-19T08:14:17-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN592831281PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALER DONTEN LEVINE ET AL PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1505 SOUTH FLAGLER DR 900AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334015948ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208638461EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LINDEMANN ABEND FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLINDBusinessNameControlTxt
Phone2125700404PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1980 5TH AVENUE NO 12BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10075ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL ABENDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2125700404PhoneNum
Signature2016-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM K CALER JRPreparerPersonNm
PTINP00039693PTIN
Phone5618329292PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,169,127FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$36,111DividendsRevAndExpnssAmt
Dividends Net Invst Incm$36,111DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$197,137NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,088,815GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$197,137CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$233,248TotalRevAndExpnssAmt
Total Net Invst Incm$233,248TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,475AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,475AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$5,728TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$63TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$219OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$97OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$122OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,960TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,572TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,597TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$133,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$133,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$144,560TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,572TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$136,197TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$88,688ExcessRevenueOverExpensesAmt
Net Investment Income$230,676NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$108,991SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$66,532SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$66,532SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,615,656CorporateStockBOYAmt
Corporate Stock EOY$1,746,046CorporateStockEOYAmt
Corporate Stock EOYFMV$2,102,595CorporateStockEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$757OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,724,647TotalAssetsBOYAmt
Total Assets EOY$1,813,335TotalAssetsEOYAmt
Total Assets EOYFMV$2,169,127TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,724,647RetainedEarningBOYAmt
Retained Earning EOY$1,813,335RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,724,647TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,813,335TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,724,647TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,813,335TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,724,647TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$88,688ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,813,335SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,813,335TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
AMERICAN BEACON LONDON CO INCP$488,116$506,092-$17,976-$17,976
BARON I OPPORTUNITY FUNDP$107,080$119,109-$12,029-$12,029
BARON I OPPORTUNITY FUNDP$395,014$266,477$128,537$128,5372009-12-082015-12-14
LESS WASH SALE AMERICAN BEACON LONDON CO INCP$26$26$26
LESS WASH SALE BARON IP$5,619$5,619$5,619
CAPITAL GAINS DIVIDENDSP$92,960$92,960$92,960
FieldValueIRS element (for citing)
Capital Gain Net Income$197,137CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$97,599AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,295,153NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.042524DistributionYr1Rt
Adjusted Qlfy Distri Yr2$110,486AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,089,662NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052873DistributionYr2Rt
Adjusted Qlfy Distri Yr3$90,543AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,886,250NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048002DistributionYr3Rt
Adjusted Qlfy Distri Yr4$93,771AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,907,268NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049165DistributionYr4Rt
Adjusted Qlfy Distri Yr5$80,473AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,830,865NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.043954DistributionYr5Rt
Total Distribution0.236518TotalDistributionRt
Average Distribution0.047304AverageDistributionRt
Net Vl Noncharitable Assets$2,260,511NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$106,931AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,307NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$109,238AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$136,197QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,307InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,307SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,307TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,900EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,900TotalPaymentsAndCreditsAmt
Overpayment$1,593OverpaymentAmt
Applied To ES Tax$1,593AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMRS CAROL ABENDIndividualWithBooksNm
Phone2125700404PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1980 5TH AVENUE APT 12BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10075ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROL ABEND
980 5TH AVENUE APT 12BNEW YORKNY10075PRES / DIR / SEC1.00$0$0$0
SANDER M ABEND
980 5TH AVENUE APT 12BNEW YORKNY10075VP1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,225,908AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$69,027AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,294,935TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,294,935AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$34,424CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,260,511NetVlNoncharitableAssetsAmt
Minimum Investment Return$113,026MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$113,026MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,307TaxBasedOnInvestmentIncomeAmt
Total Tax$2,307TotalTaxAmt
Distributable Before Adj$110,719DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$110,719DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$110,719DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$136,197ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$136,197QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,307PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$133,890AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$110,719DistributableAsAdjustedAmt
Undistributed Income PY$99,363UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$136,197QualifyingDistributionsAmt
Applied To Year1$99,363AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$36,834AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$73,885UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN LIVER FOUNDATION
39 BROADWAYNEW YORKNY10009NONEPUBLICGENERAL & UNRESTRICTED$250
BARTLETT ARBORETUM & GARDENS
151 BROOKDALE ROADSTAMFORDCT069034199NONEPUBLICGENERAL & UNRESTRICTED$120
CHAMBER MUSIC SOCIETY
190 VALENCIA ROADWEST PALM BEACHFL33401NONEPUBLICGENERAL & UNRESTRICTED$11,000
CITY HARVEST INC
6 E 32ND ST FL 5NEW YORKNY10016NONEPUBLICGENERAL & UNRESTRICTED$2,000
CITYMEALS ON WHEELS
355 LEXINGTON AVE 3RD FLNEW YORKNY10017NONEPUBLICGENERAL & UNRESTRICTED$1,000
CIVIL WAR PRESERVATION TRUST
11 PUBLIC SQ STE 200HAGERSTOWNMD21740NONEPUBLICGENERAL & UNRESTRICTED$11,000
GETTYSBURG COLLEGE
300 N WASHINGTON ST CAMPUS BOXGETTYSBURGPA17325NONEPUBLICGENERAL & UNRESTRICTED$2,500
JEWISH FEDERATION OF PALM BEACH COUNTY INC
4601 COMMUNITY DRIVEWEST PALM BEACHFL33417NONEPUBLICGENERAL & UNRESTRICTED$3,000
METROPOLITAN OPERA ASSOCIATION INC
LINCOLN CENTERNEW YORKNY10023NONEPUBLICGENERAL & UNRESTRICTED$8,500
MORSELIFE FOUNDATION
4847 FRED GLADSTONE DRWEST PALM BEACHFL33417NONEPUBLICGENERAL & UNRESTRICTED$500
MUSEUM OF MODERN ART
11 W 53RD STNEW YORKNY10019NONEPUBLICGENERAL & UNRESTRICTED$1,200
NEW YORK PRESBYTERIAN HOSPITAL
525 E 68TH ST BOX 123NEW YORKNY10065NONEPUBLICGENERAL & UNRESTRICTED$10,000
NEW YORK PSYCHOANALYTIC SOCIETY & INSTITUTE
247 EAST 82ND STREETNEW YORKNY100282701NONEPUBLICGENERAL & UNRESTRICTED$2,000
NEW YORK PUBLIC RADIO
160 VARICK STNEW YORKNY10013NONEPUBLICGENERAL & UNRESTRICTED$1,200
PALM BEACH OPERA INC
415 SOUTH OLIVE AVENUEWEST PALM BEACHFL33401NONEPUBLICGENERAL & UNRESTRICTED$15,000
PLANNED PARENTHOOD OF SOUTH EAST AND NORTH FLORIDA
2300 N FLORIDA MANGO ROADWEST PALM BEACHFL33409NONEPUBLICGENERAL & UNRESTRICTED$3,000
PLAY FOR PINK
60 EAST 56TH STREETNEW YORKNY10022NONEPUBLICGENERAL & UNRESTRICTED$150
SCHWAB CHARITABLE FUND
PO BOX 628298ORLANDOFL32862NONEPUBLICGENERAL & UNRESTRICTED$35,000
SIXTH STREET COMMUNITY
638 E 6TH STREETNEW YORKNY10009NONEPUBLICGENERAL & UNRESTRICTED$180
THE HELIX CENTER
247 EAST 82ND STREETNEW YORKNY10028NONEPUBLICGENERAL & UNRESTRICTED$5,000
THE METROPOLITAN MUSEUM OF ART
1000 5TH AVENEW YORKNY10028NONEPUBLICGENERAL & UNRESTRICTED$5,000
THE PUBLIC THEATRE
425 LAFAYETTE STREETNEW YORKNY10003NONEPUBLICGENERAL & UNRESTRICTED$3,000
UCLA JONNSON CANCER FOUNDATION
10833 LE CONTE AVELOS ANGELESCA90024NONEPUBLICGENERAL & UNRESTRICTED$1,000
UNIVERSITY OF CHICAGO
5801 S ELLIS AVECHICAGOIL60637NONEPUBLICGENERAL MEDICAL EDUCATION SCHOLARSHIP FUND$2,000
YOUNG CONCERT ARTISTS INC
250 WEST 57TH STREETNEW YORKNY10107NONEPUBLICGENERAL & UNRESTRICTED$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$133,600TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$36,111ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$197,137ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$233,248ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$233,248TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,950Amt
Net Investment Income$2,475NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,475DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTSStockNm
EOY Book Value$1,746,046EOYBookValueAmt
EOYFMV$2,102,595EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
EOY Book Value$757EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$194$97$0$97
STATE OR LOCAL FILING FEES$25$0$0$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$5,728Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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