GREENBLATT FAMILY CHARITABLE TR: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GREENBLATT FAMILY CHARITABLE TR (EIN 27-6946683)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-25
- IRS object ID
- 201621469349100402
- 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 Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-25T09:23:18-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131610809 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 EAGLE ROCK AVENUE STE 200 | AddressLine1Txt |
| City | EAST HANOVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07936 | 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 | 276946683 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GREENBLATT FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O WILLIAM GREENBLATT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 2127365100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 STATE STREET 24TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM GREENBLATT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2127365100 | PhoneNum |
| Signature | 2016-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT TESTA | PreparerPersonNm |
| PTIN | P00003620 | PTIN |
| Phone | 9739293500 | 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 | $7,288,960 | 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 | $5,001,854 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $70,156 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,156 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $79,017 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $201,661 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $79,017 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,151,027 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $149,173 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,854 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $927 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,632 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,632 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,986 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $927 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,632 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $290,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $290,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $312,386 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $927 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $309,032 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,838,641 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $148,246 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,295 | CashBOYAmt |
| Cash EOY | $4,493,397 | CashEOYAmt |
| Cash EOYFMV | $4,493,397 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,499,439 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,376,796 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,257,385 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $500,182 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $538,178 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,531,734 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,370,375 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,288,960 | 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 | $1,531,734 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,370,375 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,531,734 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,370,375 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,531,734 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,370,375 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,531,734 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,838,641 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,370,375 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,370,375 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 120 ABBOTT LABS | 2011-03-16 | 2015-02-04 | $5,491 | $2,717 | $2,774 | $2,774 | |
| 123 ABBOTT LABS | 2011-03-16 | 2015-06-01 | $5,932 | $2,785 | $3,147 | $3,147 | |
| 119 ABBVIE INC | 2011-03-16 | 2015-02-04 | $6,805 | $2,922 | $3,883 | $3,883 | |
| 122 ABBVIE INC | 2011-03-16 | 2015-06-16 | $8,187 | $2,995 | $5,192 | $5,192 | |
| 61 CHEVRON CORP | 2011-03-16 | 2015-02-04 | $6,624 | $6,168 | $456 | $456 | |
| 63 CEJVRON CORP | 2011-03-16 | 2015-06-16 | $6,226 | $6,370 | -$144 | -$144 | |
| 160 COLGATE PALMOLIVE CO | 2011-03-16 | 2015-02-04 | $11,119 | $6,158 | $4,961 | $4,961 | |
| 163 COLGATE PALMOLIVE CO | 2011-03-16 | 2011-06-16 | $10,709 | $6,274 | $4,435 | $4,435 | |
| 140 DOMINION RES INC | 2011-03-16 | 2015-02-04 | $11,027 | $6,150 | $4,877 | $4,877 | |
| 143 DOMINION RES INC | 2011-03-16 | 2011-06-16 | $9,589 | $6,282 | $3,307 | $3,307 | |
| 75 EXXON MOBIL CORP | 2011-03-16 | 2015-02-04 | $6,845 | $6,076 | $769 | $769 | |
| 77 EXXON MOBIL CORP | 2011-03-16 | 2011-06-16 | $6,440 | $6,238 | $202 | $202 | |
| 78 LOCKHEED MARTIN CORP | 2011-03-16 | 2015-02-04 | $15,040 | $6,198 | $8,842 | $8,842 | |
| 80 LOCKHEED MARTIN CORP | 2011-03-16 | 2015-06-16 | $15,186 | $6,357 | $8,829 | $8,829 | |
| 246 MICROSOFT CORP | 2011-03-16 | 2015-02-04 | $10,213 | $6,101 | $4,112 | $4,112 | |
| 251 MICROSOFT CORP | 2011-03-16 | 2015-06-16 | $11,438 | $6,225 | $5,213 | $5,213 | |
| 97 PEPSICO INC | 2011-03-16 | 2015-02-04 | $9,394 | $6,072 | $3,322 | $3,322 | |
| 99 PEPSICO INC | 2011-03-16 | 2015-06-16 | $9,225 | $6,198 | $3,027 | $3,027 | |
| 100 PROCTER & GAMBLE CO | 2011-03-16 | 2015-02-04 | $8,631 | $6,023 | $2,608 | $2,608 | |
| 102 PROCTER & GAMBLE CO | 2011-03-16 | 2015-06-16 | $8,011 | $6,144 | $1,867 | $1,867 | |
| 76 UNITED TECHNOLOGIES CORP | 2011-03-16 | 2015-02-04 | $8,988 | $6,016 | $2,972 | $2,972 | |
| 78 UNITED TECHNOLOGIES CORP | 2011-03-16 | 2015-06-16 | $8,952 | $6,175 | $2,777 | $2,777 | |
| CAPITAL GAINS DIVIDENDS | $1,589 | $1,589 | $1,589 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $79,017 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $257,709 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,456,599 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.104905 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $168,847 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,223,602 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.075934 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $185,459 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,045,276 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.090677 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $64,028 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,986,066 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.032239 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,970,002 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.303755 | TotalDistributionRt |
| Average Distribution | 0.060751 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,692,378 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $163,565 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,482 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $165,047 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $309,032 | 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 | $1,482 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,482 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,482 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,389 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,620 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,009 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,527 | OverpaymentAmt |
| Applied To ES Tax | $1,527 | 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 | NJ | 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 | FRIEDMAN LLP | IndividualWithBooksNm |
| Phone | 9739293500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 EAGLE ROCK AVENUE SUITE 200 | AddressLine1Txt |
| City | EAST HANOVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07936 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM M GREENBLATT | ||||||||
| 11 E 68TH STREEET APT 10E | NEW YORK | NY | 10065 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JUDITH S GREENBLATT | ||||||||
| 11 E 68TH STREEET APT 10E | NEW YORK | NJ | 10065 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEVEN JACOB GREENBLATT | ||||||||
| 60 EAST 8TH STREET APT 32P | NEW YORK | NY | 10003 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,318,601 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $414,778 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,733,379 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,733,379 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,001 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,692,378 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $134,619 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $134,619 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,482 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,482 | TotalTaxAmt |
| Distributable Before Adj | $133,137 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $133,137 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $133,137 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $309,032 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $309,032 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,482 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $307,550 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $133,137 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $41,354 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $59,773 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $137,275 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $238,402 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $309,032 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $133,137 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $175,895 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $414,297 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $414,297 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $41,354 | ExcessFromYear3Amt |
| Excess From Year2 | $59,773 | ExcessFromYear2Amt |
| Excess From Year1 | $137,275 | ExcessFromYear1Amt |
| Excess From Current Year | $175,895 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM M GREENBLATT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AJC GLOBAL JEWISH ADVOCACY | |||||||
| 165 E 56TH STREET | NEW YORK | NY | 10022 | NONE | 501(C)(3) | NON-RESTRICTED | $1,800 |
| ANGELS AMOUNG US - THE DUKE CANCER FUND | |||||||
| DUMC BOX 3624 | DURHAM | NC | 27710 | NONE | 501(C)(3) | NON-RESTRICTED | $1,000 |
| BENJAMIN N CARDOZO SCHOOL OF LAW | |||||||
| 55 5TH AVENUE | NEW YORK | NY | 10003 | NONE | 501(C)(3) | NON-RESTRICTED | $105,500 |
| COVENANT HOUSE | |||||||
| 461 EIGHTH AVENUE | NEW YORK | NY | 10001 | NONE | 501(C)(3) | NON-RESTRICTED | $1,000 |
| DYSAUTONOMIA FOUNDATION | |||||||
| 315 W 39TH STREET 701 | NEW YORK | NY | 10018 | NONE | 501(C)(3) | NON-RESTRICTED | $250 |
| ECLC FOUNDATION | |||||||
| 21 LURN AVE | CHATHAM | NJ | 07928 | NONE | 501(C)(3) | NON-RESTRICTED | $25,000 |
| EDUCATION FOUNDATION OF MILLBURN-SHORT HILLS | |||||||
| PO BOX 160 | SHORT HILLS | NJ | 07078 | NONE | 501(C)(3) | NON-RESTRICTED | $250 |
| FACES - NYU LANGONE MEDICAL CENTER | |||||||
| 223 E 34TH STREET | NEW YORK | NY | 10016 | NONE | 501(C)(3) | NON-RESTRICTED | $1,000 |
| FOUNDATION FOR MORRISTOWN MEDICAL CENTER | |||||||
| 475 SOUTH STREET FIRST FLOOR | MORRISTOWN | NJ | 07960 | NONE | 501(C)(3) | NON-RESTRICTED | $20,000 |
| GLOBAL LYME ALLIANCE | |||||||
| 222 RAILROAD AVE 2B | GREENWICH | CT | 06830 | NONE | 501(C)(3) | NON-RESTRICTED | $500 |
| JEWISH FEDERATION OF GREATER METROWEST NJ | |||||||
| 901 NJ-10 | WHIPPANY | NJ | 07981 | NONE | 501(C)(3) | NON-RESTRICTED | $70,000 |
| MASORTI FOUNDATION FOR CONSERVATIVE JUDAISM | |||||||
| 475 RIVERSIDE DRIVE 832 | NEW YORK | NY | 10115 | NONE | 501(C)(3) | NON-RESTRICTED | $500 |
| MMRF | |||||||
| 383 MAIN AVENUE 5TH FLOOR | NORWALK | CT | 06851 | NONE | 501(C)(3) | NON-RESTRICTED | $10,000 |
| NATIONAL INSTITUTE FOR REPRODUCTIVE HEALTH | |||||||
| 470 PARK AVENUE SOUTH 7TH FLOOR | NEW YORK | NY | 10016 | NONE | 501(C)(3) | NON-RESTRICTED | $500 |
| NATIONAL MS SOCIETY | |||||||
| 733 3RD AVE | NEW YORK | NY | 10017 | NONE | 501(C)(3) | NON-RESTRICTED | $250 |
| PARK AVENUE SYNAGOGUE | |||||||
| 50 W 87TH STREET | NEW YORK | NY | 10128 | NONE | 501(C)(3) | NON-RESTRICTED | $1,800 |
| ROBIN HOOD BENEFIT | |||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10027 | NONE | 501(C)(3) | NON-RESTRICTED | $16,000 |
| SAINT BARNABAS MEDICAL CENTER | |||||||
| 94 OLD SHORT HILLS ROAD | LIVINGSTON | NJ | 07039 | NONE | 501(C)(3) | NON-RESTRICTED | $1,000 |
| SHORE FRIENDS OF CAMP OAKHURST | |||||||
| 111 MONMOUTH | OAKHURST | NJ | 07755 | NONE | 501(C)(3) | NON-RESTRICTED | $1,500 |
| SUCCESS ACADEMY CHARTER SCHOOL | |||||||
| 310 LENOX AVENUE 2ND FLOOR | NEW YORK | NY | 10027 | NONE | 501(C)(3) | NON-RESTRICTED | $25,000 |
| SUMMIT JEWISH COMMUNITY CENTER | |||||||
| 67 KENT PLACE BLVD | SUMMIT | NJ | 07901 | NONE | 501(C)(3) | NON-RESTRICTED | $500 |
| THE CATALOG FOR GIVING | |||||||
| 1115 BROADWAY SUITE 1200 | NEW YORK | NY | 10010 | NONE | 501(C)(3) | NON-RESTRICTED | $1,000 |
| THE COMMUNITY FOUNDATION OF LOUISVILLE INC | |||||||
| 325 W MAIN STREET 1110 | LOUISVILLE | KY | 40202 | NONE | 501(C)(3) | NON-RESTRICTED | $500 |
| THE ORTHODOX CHURCH OF ST ELIZABETH THE NEW MARTYR | |||||||
| 38 PRINCETON AVE | ROCKY HILL | NJ | 08553 | NONE | 501(C)(3) | NON-RESTRICTED | $50 |
| THE PAP CORPS BOCA LAGO CHAPTER | |||||||
| PO BOX 880194 | BOCA RATON | FL | 33488 | NONE | 501(C)(3) | NON-RESTRICTED | $500 |
| YESHIVA UNIVERSITY | |||||||
| 500 W 185TH STREET | NEW YORK | NY | 10033 | NONE | 501(C)(3) | STESTA - 04/30/15 11:29AM WORKSHEET PRIVATE FOUNDATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $290,400 | 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 | $70,156 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $79,017 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $149,173 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $149,173 | 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 | WILLIAM M GREENBLATT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 EAST 68TH STREET APT 10E | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,854 | Amt |
| Net Investment Income | $927 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STIFEL - MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $1,376,796 | EOYBookValueAmt |
| EOYFMV | $2,257,385 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ENTERPRISE PRODUCTS PARTNERS, LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $500,182 | BookValueAmt |
| EOYFMV | $538,178 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE - OWNER/BENEFICIARY YESHIVA UNIVERSITY | Desc |
| Revenue And Expenses Per Books | $18,632 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,632 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments