EBA FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- EBA FOUNDATION (EIN 13-4098940)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201631349349100613
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T08:56:15-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134098940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EBA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EBAF | BusinessNameControlTxt |
| Phone | 2123392100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 MADISON AVENUE SUITE 600 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ABIGAIL BLACK ELBAUM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2123392100 | PhoneNum |
| Signature | 2016-05-04 | SignatureDt |
| 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 | $2,898,988 | 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 | $187,500 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $52,549 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,549 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,115 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $248,249 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,115 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $263,164 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,664 | 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 |
| Taxes Rev And Expnss | $1,417 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,898 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,648 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,315 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,648 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $282,828 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $282,828 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $306,143 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,648 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $283,078 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$42,979 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,016 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $603,984 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $676,714 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $676,714 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,246 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,579 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,579 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,679,926 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,562,884 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,217,695 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,287,156 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,244,177 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,898,988 | 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 | $2,287,156 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,244,177 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,287,156 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,244,177 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,287,156 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,244,177 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,287,156 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$42,979 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,244,177 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,244,177 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOOGLE INC CASH IN LIEU | P | 2011-03-17 | 2015-05-22 | $104 | $54 | $50 | $50 |
| INTEL CORP 500 SH | P | 2010-05-24 | 2015-07-23 | $14,370 | $10,469 | $3,901 | $3,901 |
| VERIZON COMMUNICATIONS, INC 1000 SH | P | 2010-12-14 | 2015-07-23 | $46,464 | $34,530 | $11,934 | $11,934 |
| CHEMOURS CO 60 SH | P | 2006-11-30 | 2015-08-12 | $600 | $681 | -$81 | -$81 |
| CHEMOURS CO 100 SH | P | 2009-11-11 | 2015-08-12 | $999 | $823 | $176 | $176 |
| CHEVRON CORP 1000 SH | P | 2010-11-05 | 2015-10-21 | $89,971 | $84,732 | $5,239 | $5,239 |
| HALYARD HEALTH INC 62 SH | P | 2010-06-17 | 2015-10-21 | $1,719 | $1,285 | $434 | $434 |
| HALYARD HEALTH INC 438 SH | P | 2014-11-24 | 2015-10-21 | $12,146 | $17,081 | -$4,935 | -$4,935 |
| NEWMONT MINING CORP 2000SJ | P | 2014-01-14 | 2015-10-21 | $36,819 | $46,969 | -$10,150 | -$10,150 |
| UNITEDHEALTH GROUP INC 400 SH | P | 2013-10-17 | 2015-11-19 | $44,841 | $28,510 | $16,331 | $16,331 |
| AMERICAN TOWER CORP CAP GAIN DIST | P | 2015-10-07 | $216 | $216 | $216 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,115 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $369,406 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,987,328 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.123658 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $178,453 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,904,636 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061437 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $245,030 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,610,763 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.093854 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $380,471 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,666,808 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.142669 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $403,965 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,766,865 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.146001 | DistributionYr5Rt |
| Total Distribution | 0.567619 | TotalDistributionRt |
| Average Distribution | 0.113524 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,843,692 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $322,827 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $540 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $323,367 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $283,078 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,080 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,080 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,080 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,829 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,829 | TotalPaymentsAndCreditsAmt |
| Overpayment | $749 | OverpaymentAmt |
| Applied To ES Tax | $749 | 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 | DENIS BROSNAN | IndividualWithBooksNm |
| Phone | 2123392126 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O OGDEN CAP PROPERTIES 545 | AddressLine1Txt |
| Address Line2 | MADISON AVE 6TH FL | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 |
|---|---|---|---|---|---|---|---|---|
| CONSTANCE MILSTEIN | ||||||||
| 545 MADISON AVENUE SUITE 600 | NEW YORK | NY | 10022 | TRUSTEE-AS NEEDED | 0.00 | $0 | $0 | $0 |
| ABIGAIL BLACK ELBAUM | ||||||||
| 545 MADISON AVENUE SUITE 600 | NEW YORK | NY | 10022 | TRUSTEE-AS NEEDED | 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 | $2,397,746 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $484,550 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,701 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,886,997 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,886,997 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,305 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,843,692 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $142,185 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $142,185 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,080 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,080 | TotalTaxAmt |
| Distributable Before Adj | $141,105 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $141,105 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $141,105 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $283,078 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $283,078 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $283,078 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $141,105 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $266,566 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $249,339 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $117,870 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $36,353 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $222,874 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $893,002 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $283,078 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $141,105 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $141,973 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,034,975 | 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 | $266,566 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $768,409 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $249,339 | ExcessFromYear4Amt |
| Excess From Year3 | $117,870 | ExcessFromYear3Amt |
| Excess From Year2 | $36,353 | ExcessFromYear2Amt |
| Excess From Year1 | $222,874 | ExcessFromYear1Amt |
| Excess From Current Year | $141,973 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE JED FOUNDATION | ||||||
| 1140 BROADWAY STE 803 | NEW YORK | NY | 10001 | PC | PUBLIC CHARITY | $1,500 |
| NEW YORK PRESBYTERIAN FUND INC | ||||||
| 654 WEST 170TH STREET | NEW YORK | NY | 10032 | PC | PUBLIC CHARITY | $46,000 |
| ASIA SOCIETY | ||||||
| 725 PARK AVENUE | NEW YORK | NY | 10021 | PC | PUBLIC CHARITY | $460 |
| THE FRESH AIR FUND | ||||||
| 633 THIRD AVENUE 14TH FLOOR | NEW YORK | NY | 10017 | PC | PUBLIC CHARITY | $700 |
| YALE UNIVERSITY | ||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | PC | PUBLIC CHARITY | $5,000 |
| METROPOLITAN MUSEUM OF ART | ||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PC | PUBLIC CHARITY | $998 |
| COLUMBIA LAW SCHOOL | ||||||
| 435 WEST 116TH STREET BOX A-2 | NEW YORK | NY | 10027 | PC | PUBLIC CHARITY | $5,000 |
| KINGSWOOD-OXFORD SCHOOL | ||||||
| 170 KINGSWOOD ROAD | WEST HARTFORD | CT | 06119 | PC | PUBLIC CHARITY | $1,500 |
| COLUMBIA COLLEGE FUND | ||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | PC | PUBLIC CHARITY | $10,000 |
| CONGREGATION EMANU-EL OF THE CITY OF NY | ||||||
| 1 EAST 65TH STREET | NEW YORK | NY | 10065 | PC | PUBLIC CHARITY | $25,000 |
| CONGREGATION EMANU-EL OF THE CITY OF NY | ||||||
| 1 EAST 65TH STREET | NEW YORK | NY | 10065 | PC | PUBLIC CHARITY | $18,000 |
| NEIGHBORHOOD COALITION FOR SHELTER | ||||||
| 157 E 86TH | NEW YORK | NY | 10128 | PC | PUBLIC CHARITY | $25,000 |
| COLUMBIA COLLEGE | ||||||
| 622 W 113TH STREET | NEW YORK | NY | 10025 | PC | PUBLIC CHARITY | $97,250 |
| ANIMAL MEDICAL CENTER | ||||||
| 510 E 62ND ST | NEW YORK | NY | 10065 | PC | PUBLIC CHARITY | $23,500 |
| HARBORING HEARTS | ||||||
| 601 WEST 26TH STREET | NEW YORK | NY | 10001 | PC | PUBLIC CHARITY | $10,000 |
| COLUMBIA GRAMMAR & PREPARATORY SCHOOL | ||||||
| 5 W 93RD ST | NEW YORK | NY | 10025 | PC | PUBLIC CHARITY | $10,000 |
| COPD FOUNDATION | ||||||
| 3300 PONCE DE LEON BLVD | MIAMI | FL | 33134 | PF | PUBLIC FOUNDATION | $2,000 |
| NEIGHBORHOOD COALITION FOR SHELTER | ||||||
| 157 E 86TH | NEW YORK | NY | 10028 | PC | PUBLIC CHARITY | $920 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $282,828 | 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 | $52,549 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,115 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $75,664 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $75,664 | 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 | THE VIVIAN L MILSTEIN DESCENDANTS' | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 MADISON AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $187,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $1,562,884 | EOYBookValueAmt |
| EOYFMV | $2,217,695 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $250 | $0 | $250 |
| INVESTMENT FEES | $21,648 | $21,648 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $1,417 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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