DANIEL J & EDITH A EHRLICH FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- DANIEL J & EDITH A EHRLICH FAMILY FOUNDATION (EIN 13-3977042)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-05
- IRS object ID
- 201621879349100207
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-05T09:14:03-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132620561 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNICK GARBER & SANDLER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | 133977042 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL J AND EDITH A EHRLICH | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANI | BusinessNameControlTxt |
| Phone | 2125340732 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1070 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDITH A EHRLICH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2125340732 | PhoneNum |
| Signature | 2016-06-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Myles W Schumer | PreparerPersonNm |
| PTIN | P01346926 | PTIN |
| Phone | 2125573900 | PhoneNum |
| Preparation | 2016-06-08 | 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 | $1,726,837 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $245 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $245 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $43,286 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,286 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $566,859 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $973,495 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $566,859 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $862 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $611,252 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $610,390 | 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 | $18,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,063 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,062 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,164 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,164 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $381 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $75 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $306 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,670 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,302 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,368 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $248,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $248,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $267,670 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,302 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $257,368 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $343,582 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $600,088 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $97,179 | CashBOYAmt |
| Cash EOY | $491,179 | CashEOYAmt |
| Cash EOYFMV | $491,179 | CashEOYFMVAmt |
| Corporate Stock BOY | $796,619 | CorporateStockBOYAmt |
| Corporate Stock EOY | $496,352 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $929,543 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $49,994 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $306,743 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $306,115 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $943,792 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,294,274 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,726,837 | 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 | $943,792 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,294,274 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $943,792 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,294,274 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $943,792 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,294,274 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $943,792 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $343,582 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,900 | OtherIncreasesAmt |
| Subtotal | $1,294,274 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,294,274 | 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 |
|---|---|---|---|---|---|
| GOLDMAN SACHS - NOMINEE L/T GAINS | $923,199 | $356,594 | $566,605 | $566,605 | |
| GOLDMAN SACHS - NOMINEE S/T GAINS | $49,826 | $50,042 | -$216 | -$216 | |
| Capital Gains Dividends | $470 | $470 | $470 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $566,859 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $296,459 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,012,159 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.147334 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $124,750 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,682,613 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.074141 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $140,475 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,538,948 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.091280 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $94,737 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,477,859 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064104 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $113,583 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,095,938 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.103640 | DistributionYr5Rt |
| Total Distribution | 0.480499 | TotalDistributionRt |
| Average Distribution | 0.096100 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,928,693 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $185,347 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,001 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $191,348 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $257,368 | 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 | $6,001 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,001 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,001 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,104 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $13,104 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,103 | OverpaymentAmt |
| Applied To ES Tax | $7,103 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | EDITH A EHRLICH | IndividualWithBooksNm |
| Phone | 2125340732 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1070 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| EDITH A EHRLICH | ||||||||
| 1070 PARK AVENUE | NEW YORK | NY | 10128 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| NINA FOLEY | ||||||||
| 54 SEA CLIFF AVENUE | SEA CLIFF | NY | 11579 | 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 | $1,785,878 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $172,186 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,958,064 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,958,064 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,371 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,928,693 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,435 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,435 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,001 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,001 | TotalTaxAmt |
| Distributable Before Adj | $90,434 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $90,434 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $90,434 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $257,368 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $257,368 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,001 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $251,367 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $90,434 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $59,170 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,939 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $64,331 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $52,372 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $196,723 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $396,535 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $257,368 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $90,434 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $166,934 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $563,469 | 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 | $59,170 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $504,299 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,939 | ExcessFromYear4Amt |
| Excess From Year3 | $64,331 | ExcessFromYear3Amt |
| Excess From Year2 | $52,372 | ExcessFromYear2Amt |
| Excess From Year1 | $196,723 | ExcessFromYear1Amt |
| Excess From Current Year | $166,934 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EDITH A EHRLICH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1070 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2125340732 | RecipientPhoneNum |
| Form And Info And Materials | LETTER WITH EXPLANATION OF ORGANIZATION'S FUNCTION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 92ND STREET Y | ||||||||
| 1395 Lexington Avenue | New YORK | NY | 10128 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| AMERICAN CRAFT COUNCIL | ||||||||
| 1224 MARSHALL STREET NE SUITE 200 | MINNEAPOLIS | MN | 55413 | NONE | PUBLIC CHARITY | CHARITABLE | $100 | |
| CAMPHILL VILLAGE | ||||||||
| 84 CAMPHILL ROAD | COPAKE | NY | 12516 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 | |
| CRAFT EMERGENCY RELIEF FUND | ||||||||
| 28 ELM STREET | MONTPELIER | VT | 05602 | NONE | PUBLIC CHARITY | CHARITABLE | $150 | |
| DESMOND FISH LIBRARY | ||||||||
| 472 ROUTE 403 PO BOX 265 | GARRISON | NY | 10524 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVENUE | NEW YORK | NY | 100015004 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 | |
| FARM AND WILDERNESS | ||||||||
| 263 FARM AND WILDERNESS ROAD | PLYMOUTH | VT | 05056 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 | |
| FOOD BANK OF HUDSON VALLEY | ||||||||
| 195 HUDSON STREET | CORNWALL ON HUDSON | NY | 12520 | NONE | PUBLIC CHARITY | CHARITABLE | $400 | |
| FRACTURED ATLAS | ||||||||
| 248 WEST 35TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | CHARITABLE | $250 | |
| FRIENDS OF PORT ROWING | ||||||||
| 666 OLD COUNTRY ROAD SUITE 300 | GARDEN CITY | NY | 11530 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 | |
| FRIENDS OF THE SMITHSONIAN | ||||||||
| PO BOX 37012 SIB 494 MRC 035 | WASHINGTON | DC | 20013 | NONE | PUBLIC CHARITY | CHARITABLE | $250 | |
| FUND FOR THE AGED INC | ||||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | NONE | PUBLIC CHARITY | CHARITABLE | $300 | |
| GARRISON ART CENTER | ||||||||
| 23 GARRISON LANDING | GARRISON | NY | 10524 | NONE | PUBLIC CHARITY | CHARITABLE | $25,000 | |
| HENRY STREET SETTLEMENT | ||||||||
| 334 MADISON STREET | NEW YORK | NY | 10002 | NONE | PUBLIC CHARITY | CHARITABLE | $41,000 | |
| HORSEABILITY | ||||||||
| 238 ROUND SWAMP ROAD | MELVILLE | NY | 11747 | NONE | PUBLIC CHARITY | CHARITABLE | $4,500 | |
| HUDSON VALLEY SHAKESPEARE FESTIVAL | ||||||||
| 140 MAIN STREET | COLD SPRING | NY | 10516 | NONE | PUBLIC CHARITY | CHARITABLE | $100 | |
| HUMAN RIGHTS WATCH | ||||||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 10118 | NONE | PUBLIC CHARITY | CHARITABLE | $200 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| JEWISH BOARD OF FAMILY & CHILDREN'S SERVICES | ||||||||
| 135 WEST 50TH STREET | NEW YORK | NY | 10020 | NONE | PUBLIC CHARITY | CHARITABLE | $25,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 1311 MAMARONECK AVENUE SUITE 310 | WHITE PLAINS | NY | 10605 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| MANHATTAN CHILDRENS CENTER | ||||||||
| 124 WEST 95TH STREET | NEW YORK | NY | 10025 | NONE | PUBLIC CHARITY | CHARITABLE | $500 | |
| NATIONAL AUDUBON SOCIETY | ||||||||
| 225 VARICK STREET 7TH FLOOR | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| NEW YORK PRESBYTERIAN HOSPITAL | ||||||||
| 5141 BROADWAY | NEW YORK | NY | 10034 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 | |
| NORTH SHORE INN | ||||||||
| PO BOX 168 | GLEN COVE | NY | 11542 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 | |
| NORTHSIDE CENTER FOR CHILD DEVELOPMENT | ||||||||
| 1301 FIFTH AVENUE | NEW YORK | NY | 10029 | NONE | PUBLIC CHARITY | CHARITABLE | $7,000 | |
| OPEN SPACE INSTITUTE | ||||||||
| 1350 BROADWAY | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 | |
| RACINE ART MUSEUM | ||||||||
| 441 MAIN STREET | RACINE | WI | 53403 | NONE | PUBLIC CHARITY | CHARITABLE | $500 | |
| REHABILITATION THROUGH THE ARTS | ||||||||
| 12 HUNTVILLE ROAD | KATONAH | NY | 105362002 | NONE | PUBLIC CHARITY | CHARITABLE | $500 | |
| RESIDENTS FOR A MORE BEAUTIFUL PORT WASHINGTON | ||||||||
| PO BOX 864 | PORT WASHINGTON | NY | 11050 | NONE | PUBLIC CHARITY | CHARITABLE | $19,500 | |
| RIVERKEEPER | ||||||||
| 20 SECOR ROAD | OSSINING | NY | 10562 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 | |
| SAN ANGELO MUSEUM OF FINE ARTS | ||||||||
| ONE LOVE STREET | SAN ANGELO | TX | 76903 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 | |
| SCENIC HUDSON | ||||||||
| ONE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 12601 | NONE | PUBLIC CHARITY | CHARITABLE | $35,000 | |
| SERRV INTERNATIONAL | ||||||||
| 122 STATE STREET SUITE 600 | MADISON | WI | 53703 | NONE | PUBLIC CHARITY | CHARITABLE | $200 | |
| ST JOSEPH INDIAN SCHOOL | ||||||||
| 1301 NORTH MAIN STREET BOX 89 | CHAMBERLAIN | SD | 57325 | NONE | PUBLIC CHARITY | CHARITABLE | $200 | |
| ST MARK SCHOOL | ||||||||
| 2602 EAST 19TH STREET | BROOKLYN | NY | 11235 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 | |
| THE NEW YORK TIMES NEEDIEST CASES FUND | ||||||||
| 620 8TH AVENUE | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 | |
| THERAPEUTIC EQUESTRIAN CENTER | ||||||||
| PO BOX 367 | COLD SPRING | NY | 10516 | NONE | PUBLIC CHARITY | CHARITABLE | $200 | |
| VISITING NURSE SERVICE | ||||||||
| 107 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| WMHT | ||||||||
| 4 GLOBAL VIEW | TROY | NY | 121808368 | NONE | PUBLIC CHARITY | CHARITABLE | $500 | |
| WNET | ||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 | |
| AFRICAN WILDLIFE FOUNDATION | ||||||||
| 1400 SIXTEENTH STREET NW SUITE 120 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 | |
| AMERICAN CIVIL LIBERTIES UNION | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | CHARITABLE | $100 | |
| American Friends Service Committee | ||||||||
| 15 RUTHERFORD PLACE | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | CHARITABLE | $300 | |
| Animal Medical Center | ||||||||
| 510 EAST 62ND STREET | MEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| ASCPA | ||||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | CHARITABLE | $200 | |
| Birthright Isreal Foundation | ||||||||
| PO BOX 5892 | HICKSVILLE | NY | 11802 | NONE | PUBLIC CHARITY | CHARITABLE | $500 | |
| Brady Committee to Prevent Gun Violence | ||||||||
| 840 FIRST STREET SUITE 400 | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 | |
| Center for Jewish History | ||||||||
| 15 EAST 16TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | CHARITABLE | $100 | |
| Cinema Arts Center | ||||||||
| 423 PARK AVENUE | HUNTINGTON | NY | 11743 | NONE | PUBLIC CHARITY | CHARITABLE | $500 | |
| Friends of PS 169 | ||||||||
| 110 EAST 88TH STREET | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | CHARITABLE | $100 | |
| God's Love We Deliver | ||||||||
| 166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 | |
| Indiana University Foundation | ||||||||
| 301 UNIVERSITY BLVD | INDIANAPOLIS | IN | 46202 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| Matinecock Meeting House | ||||||||
| 267 DUCK POND ROAD | LOCUST VALLEY | NY | 11560 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 | |
| Meals On Wheels | ||||||||
| 1550 CRYSTAL DRIVE SUITE 1004 | ARLINGTON | VA | 22202 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 | |
| PHILIPSTOWN DEPOT THEATER | ||||||||
| PO BOX 221 | GARRISON | NY | 10524 | NONE | PUBLIC CHARITY | CHARITABLE | $100 | |
| Queens Theatre | ||||||||
| 14 UN AVENUE SOUTH FLUSHING MEADOWS | QUEENS | NY | 11368 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 | CORONA PARK |
| Reconstructionist Synagogue of the North Shore | ||||||||
| 1001 PLANDOME ROAD | PLANDOME | NY | 11030 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 | |
| Southern Poverty Law Center | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PUBLIC CHARITY | CHARITABLE | $500 | |
| The Hastings Center | ||||||||
| 21 MALCOM GORDON ROAD | NEw YORK | NY | 10524 | NONE | PUBLIC CHARITY | CHARITABLE | $150 | |
| PHILIPSTOWNINFO | ||||||||
| 161 MAIN STREET | COLD SPRING | NY | 10516 | NONE | PUBLIC CHARITY | CHARITABLE | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $248,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $862 | ExclusionAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $245 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,286 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $566,859 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $611,252 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $611,252 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $18,125 | Amt |
| Net Investment Income | $9,063 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,062 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTL BUSINESS MACHINES CORP | $954 | $102,527 |
| LIBERTY MEDIA CORP SER A | $1,446 | $11,657 |
| LIBERTY MEDIA CORP SER C | $2,761 | $22,620 |
| ABBOTT LABORATORIES | $22,734 | $67,365 |
| ABBVIE INC | $24,654 | $88,860 |
| EMC CORP MASS | $25,565 | $51,590 |
| PFIZER | $39,313 | $54,618 |
| SONY CORP | $48,608 | $73,830 |
| BRISTOL MEYERS SQUIBB | $50,005 | $61,354 |
| SMUCKER JM CO | $52,960 | $74,004 |
| INTL FLAVORS & FRAGRANCES | $0 | $560 |
| NESTLE | $75,363 | $85,647 |
| COSTCO WHOLESALE CORP | $78,345 | $121,125 |
| MEDTRONIC PLC | $56,327 | $56,528 |
| AT&T INC. | $17,317 | $57,258 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LEGG MASON BW ABSOLUTE RETURN OPPORTUNITIES FUND | AT COST | $52,045 | $46,273 |
| VANGUARD | AT COST | $49,994 | $60,276 |
| GOLDMAN SACHS CORE FIXED INCOME FUND | AT COST | $204,704 | $199,566 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAL AGENT FEES | $75 | $75 | $0 |
| FILING FEES | $250 | $0 | $250 |
| MISCELLANEOUS | $56 | $0 | $56 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $862 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $862 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REVERSAL OF PRIOR YEAR OUTSTANDING CHECKS | Desc |
| Amt | $6,900 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN WITHHOLDING TAX | CategoryTxt |
| Amt | $1,164 | Amt |
| Net Investment Income | $1,164 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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