FEIN ROSS FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- FEIN ROSS FAMILY FOUNDATION (EIN 61-1616420)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-06
- IRS object ID
- 201621279349101202
- 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 Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-06T09:00:43-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134091341 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSMAN & ELEZOVIC LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 KNOLLWOOD RD 311 | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 106031900 | 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 | 611616420 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FEINROSS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FEIN | BusinessNameControlTxt |
| Phone | 2129163197 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 EAST 47TH STREET NO 18E | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172136 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDER B ROSS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2129163197 | PhoneNum |
| Signature | 2016-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COLE H ORAM | PreparerPersonNm |
| PTIN | P01247249 | PTIN |
| Phone | 9149975180 | PhoneNum |
| Preparation | 2016-05-06 | PreparationDt |
| 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 | $506,476 | 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 | $252,149 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,017 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,017 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,017 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,270 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $58,083 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,270 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $304,436 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,287 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,017 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $601 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,901 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,520 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,520 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,421 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,520 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $285,015 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,287 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,017 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,619 | CashBOYAmt |
| Cash EOY | $59,570 | CashEOYAmt |
| Cash EOYFMV | $59,570 | CashEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,810 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $11,536 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $138,171 | CorporateStockBOYAmt |
| Corporate Stock EOY | $241,458 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $435,370 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $164,790 | TotalAssetsBOYAmt |
| Total Assets EOY | $307,838 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $506,476 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $164,790 | UnrestrictedBOYAmt |
| Unrestricted EOY | $307,838 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $164,790 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $307,838 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $164,790 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $307,838 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $164,790 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $285,015 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $449,805 | SubtotalAmt |
| Other Decreases | $141,967 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $307,838 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1000 SH NOVAVAX INC | D | 2012-11-09 | 2015-02-09 | $8,123 | $1,708 | $6,415 | $6,415 |
| 1000 SH NOVAVAX INC | D | 2012-11-09 | 2015-02-13 | $8,504 | $1,708 | $6,796 | $6,796 |
| 1000 SH NOVAVAX INC | D | 2013-10-08 | 2015-02-19 | $9,204 | $3,040 | $6,164 | $6,164 |
| 1000 SH NOVAVAX INC | D | 2013-10-08 | 2015-03-16 | $9,414 | $3,040 | $6,374 | $6,374 |
| 500 SH NOVAVAX INC | D | 2014-03-21 | 2015-08-11 | $7,115 | $2,317 | $4,798 | $4,798 |
| 50 SH ALLERGAN PLC | D | 2001-01-02 | 2015-10-30 | $15,723 | $15,723 | $15,723 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,270 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,550 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $129,116 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.120434 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $29,650 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $90,625 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.327172 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,821 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $37,430 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.395966 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,875 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,700 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.805838 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,790 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,700 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.395431 | DistributionYr5Rt |
| Total Distribution | 2.044841 | TotalDistributionRt |
| Average Distribution | 0.408968 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $384,379 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $157,199 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $523 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $157,722 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,520 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,046 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,046 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,046 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $1,058 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SANDER B ROSS | IndividualWithBooksNm |
| Phone | 2129163197 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 E 47TH STREET APT 18E | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172136 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| CAROL F ROSS | ||||||||
| 240 E 47TH STREET APT 18E | NEW YORK | NY | 100172136 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| SANDER B ROSS | ||||||||
| 240 E 47TH STREET APT 18E | NEW YORK | NY | 100172136 | TREASURER | 2.00 | $0 | $0 | $0 |
| MELISSA F ROSS | ||||||||
| 348 HAUSER BLVD BLDG 1 APT 8 | LOS ANGELES | CA | 90036 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LINDSEY ROSS NEIMAND | ||||||||
| 1330 WEST AVENUE APT 1514 | MIAMI | FL | 33139 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| HILLARY ROSS POSTERNAK | ||||||||
| 17 CHURCH LANE SOUTH | SCARSDALE | NY | 105835644 | DIRECTOR | 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 | $347,137 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,095 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $390,232 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $390,232 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,853 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $384,379 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,219 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,219 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,046 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,046 | TotalTaxAmt |
| Distributable Before Adj | $18,173 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,173 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,173 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,520 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,520 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,520 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,173 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,790 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,875 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,830 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,168 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,570 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $73,233 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,520 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,520 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $653 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $653 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $72,580 | 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 | $7,137 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $65,443 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,875 | ExcessFromYear4Amt |
| Excess From Year3 | $14,830 | ExcessFromYear3Amt |
| Excess From Year2 | $25,168 | ExcessFromYear2Amt |
| Excess From Year1 | $9,570 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROL F ROSS | ContributingManagerNm |
| Contributing Manager | SANDER B ROSS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIDS RIDE | |||||||
| 1314 E LAS OLAS BLVD STE 302 | FORT LAUDERDALE | FL | 33301 | NONE | PUBLIC CHARITY | AIDS RESEARCH | $200 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH ST | NEW YORK | NY | 10126 | NONE | PUBLIC CHARITY | RELIGIOUS, COMMUNITY AND EDUCATIONAL ACTIVITIES | $2,500 |
| ANTI DEFAMATION LEAGUE | |||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | NONE | PUBLIC CHARITY | EDUCTATON AND COMBAT DISCRIMINATION | $250 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 5892 | HICKSVILLE | NY | 11802 | NONE | PUBLIC CHARITY | EDUCATION ASSISTANCE | $500 |
| CORNELL UNIVERSITY | |||||||
| 130 E SENECA ST STE 400 | ITHACA | NY | 14850 | NONE | PUBLIC CHARITY | UNIVERSITY EDUCATION PROGRAMS | $5,000 |
| STUDENT ADVOCACY | |||||||
| 3 WEST MAIN STREET | ELMSFORD | NY | 10523 | NONE | PUBLIC CHARITY | ADVOCATE FOR STUDENT RIGHTS | $250 |
| UNITED JEWISH APPEAL | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | ANTIPOVERTY AND HUMANITARIAN ASSISTANCE | $4,500 |
| WESTCHESTER JEWISH COMMUNITY SERVICES | |||||||
| 845 NORTH BROADWAY | WHITE PLAINS | NY | 10603 | NONE | PUBLIC CHARITY | PROGRAMS FOR NEEDY | $1,070 |
| WORLD JEWISH CONGRESS | |||||||
| 501 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | COMBAT DISCRIMINATION | $500 |
| UNIVERISTY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | LAW SCHOOL PROGRAMS AND SCHOLARSHIPS | $2,500 |
| NEW YORK UNIVERSITY | |||||||
| 100 WASHINGTON SQUARE | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | UNIVERSITY EDUCATION PROGRAMS | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,520 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,017 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,270 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $52,287 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,287 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SANDER B CAROL F ROSS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 E 47TH STREET APT 18E | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $252,149 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | VARIOUS MARKETABLE SECURITIES | $47,978 | 2015-01-20 |
| 1 | VARIOUS MARKETABLE SECURITIES | $57,054 | 2015-02-10 |
| 1 | VARIOUS MARKETABLE SECURITIES | $58,146 | 2015-06-19 |
| 1 | VARIOUS MARKETABLE SECURITIES | $62,327 | 2015-07-28 |
| 1 | VARIOUS MARKETABLE SECURITIES | $26,644 | 2015-10-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPERATION | CategoryTxt |
| Amt | $1,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100 SH INTEROIL CORP | $2,500 | $3,142 |
| 150 SH CARRIZO OIL & GAS | $6,716 | $4,437 |
| 200 SH LEUCADIA NATIONAL CORP | $5,668 | $3,478 |
| 600 SH DUPONT CORP | $37,000 | $39,960 |
| 500 SH WALT DISNEY CORP | $38,200 | $52,540 |
| 100 SH WALT DISNEY CORP | $2,297 | $10,508 |
| 1000 SH AVID TECH INC | $6,800 | $7,290 |
| 100 SH BRISTOL MYERS SQUIB | $2,607 | $6,879 |
| 753 SH DELTA AIR LINES | $6,839 | $38,170 |
| 206 SH GENERAL ELECTRIC | $2,832 | $6,416 |
| 304 SH INTEL CORP | $6,013 | $10,473 |
| 200 SH MARKET VECTORS ETF | $10,000 | $13,062 |
| 400 SH MYERS INDUSTRIES INC | $2,652 | $5,328 |
| 2000 SH NOVAVAX INC | $0 | $0 |
| 200 SH BRISTOL MYERS SQUIB | $6,729 | $13,758 |
| 1100 SH DELTA AIR LINES | $10,716 | $55,759 |
| 100 SH DUPONT CORP | $3,735 | $6,660 |
| 300 SH INTEL CORP | $5,169 | $10,335 |
| 100 SH INTEROIL CORP | $2,500 | $3,142 |
| 200 SH MARKET VECTORS ETF | $7,200 | $13,062 |
| 100 SH WALT DISNEY CORP | $2,297 | $10,508 |
| 50 SH ALLERGAN PLC | $0 | $15,625 |
| 200 SH AT&T INC | $5,071 | $6,882 |
| 1300 SH CALPINE INC | $15,600 | $18,811 |
| 100 SH CINCINATTI BELL | $3,610 | $4,801 |
| 150 SH JOHNSON CONTROLS | $3,997 | $5,923 |
| 3500 SH NOVAVAX INC | $12,027 | $29,365 |
| 400 SH PFIZER INC | $8,865 | $12,912 |
| 80 SH CHEMOURS CO | $748 | $430 |
| 140 SH CHEMOURS CO | $2,182 | $750 |
| 800 SH MYERS INDUSTRIES INC | $6,818 | $10,656 |
| 700 SH NEXTPOINT CREDIT | $14,070 | $14,308 |
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 |
| State Local Sec Book Vl EOY | $6,810 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $11,536 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) ON SECURITIES | Desc |
| Amt | $141,967 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDER B CAROL F ROSS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 E 47TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172136 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NYS DEPARTMENT OF LAW | $125 | $0 | $0 | $0 |
| US GOVT | $476 | $0 | $0 | $0 |
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