SIMON AND EVE COLIN FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SIMON AND EVE COLIN FOUNDATION (EIN 11-2676434)
- Tax period
- 2013-11-01 to 2014-10-31
- Filed
- 2015-03-06
- IRS object ID
- 201530659349100303
- Schema version
- 2013v4.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-06T12:59:08-06:00 | ReturnTs |
| Tax Period End | 2014-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020619499 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLIN DEVELOPMENT LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 NORTHERN BLVD | AddressLine1 |
| City | MANHASSET | City |
| State | NY | State |
| ZIP Code | 11030 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112676434 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMON AND EVE COLIN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIMO | BusinessNameControlTxt |
| Phone | 5168696700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 NORTHERN BOULEVARD | AddressLine1 |
| City | MANHASSET | City |
| State | NY | State |
| ZIP Code | 110303006 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRED COLIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5168696700 | PhoneNum |
| Signature | 2015-03-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY L SAPPER | PreparerPersonNm |
| PTIN | P00000802 | PTIN |
| Phone | 5168696700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,389,169 | 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 | $1,598,567 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $359,837 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $359,837 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $217,346 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,117,839 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $217,346 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $360,751 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $360,751 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,536,501 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $937,934 | 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 |
| Legal Fees Rev And Expnss | $19,053 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,350 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,084 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,168 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,168 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $85,796 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $65,034 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,003 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $121,017 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,552 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,087 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,200,392 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,200,392 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,321,409 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,552 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,232,479 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,215,092 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $855,382 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,496,234 | CashBOYAmt |
| Cash EOY | $2,889,806 | CashEOYAmt |
| Cash EOYFMV | $2,889,806 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $10,682 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $24,864 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $24,867 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,542,595 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $50,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $50,000 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,169,454 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,275,024 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,125,733 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $359,411 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $2,350,746 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $400,000 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $400,000 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $5,522,703 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,287,062 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,898,763 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $255,774 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $20,707,599 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,926,756 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,389,169 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $8,750 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $12,815 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,750 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,815 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $11,006,261 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,006,261 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,692,588 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,907,680 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,698,849 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,913,941 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,707,599 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,926,756 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,698,849 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,215,092 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,913,941 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,913,941 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1,500 SHS MICROSOFT CORP | 2005-04-01 | 2014-01-14 | $374,413 | $259,336 | $115,077 | $115,077 |
| 17,500 SHS AT&T CORP | 2013-12-11 | 2014-01-10 | $586,919 | $598,325 | -$11,406 | -$11,406 |
| 17,500 SHS AT&T CORP | 2013-12-11 | 2014-01-23 | $581,613 | $598,325 | -$16,712 | -$16,712 |
| 1,630 SHS BED BATH & BEYOND INC | 2013-03-12 | 2014-01-10 | $112,924 | $99,674 | $13,250 | $13,250 |
| 16,600 SHS COVIDIEN PLC | 2014-06-18 | 2014-09-23 | $1,513,742 | $1,499,098 | $14,644 | $14,644 |
| 3,300 SHS MEDTRONIC INC | 2011-10-06 | 2014-01-29 | $187,495 | $106,698 | $80,797 | $80,797 |
| 5,900 SHS NIPPON SHINTAKU CO LTD | 2010-11-16 | 2014-04-24 | $217,687 | $164,303 | $53,384 | $53,384 |
| 8,500 SHS XENOPORT INC | 2008-12-02 | 2013-12-23 | $46,625 | $171,352 | -$124,727 | -$124,727 |
| 5,236 SHS VERTEX PHARMACEUTICALS INC | 2013-05-31 | 2014-01-31 | $395,609 | $332,068 | $63,541 | $63,541 |
| 6,500 SHS AMEREN CORP | 2011-04-07 | 2014-07-08 | $258,371 | $183,780 | $74,591 | $74,591 |
| 10,600 SHS MEDTRONICS - SHORT SALE | 2014-09-26 | 2014-06-23 | $328,416 | $342,725 | -$14,309 | -$14,309 |
| 5,260 SHS MEDTRONICS - SHORT SALE | 2014-10-03 | 2014-06-25 | $166,561 | $170,069 | -$3,508 | -$3,508 |
| 1.493 US TREASURY BILLS | 2014-05-02 | 2014-06-18 | $1,449,718 | $1,449,565 | $153 | $153 |
| 350K BARCLAYS NOTE | 2012-04-27 | 2014-05-01 | $350,000 | $359,411 | -$9,411 | -$9,411 |
| 133 SH JOHNSON & JOHNSON | 2013-12-27 | 2014-07-01 | $14,081 | $12,277 | $1,804 | $1,804 |
| 877 SH GENERAL ELECTRIC CO | 2013-12-27 | 2014-07-01 | $23,146 | $24,455 | -$1,309 | -$1,309 |
| 837 SH INTEL CORP | 2013-12-27 | 2014-07-01 | $25,924 | $21,440 | $4,484 | $4,484 |
| 370 SH WILLIAMS COS INC | 2013-12-27 | 2014-07-01 | $21,654 | $14,174 | $7,480 | $7,480 |
| 1146 SH INTERNATIONAL PAPER CO | 2013-12-27 | 2014-04-11 | $51,499 | $56,075 | -$4,576 | -$4,576 |
| 331 SH MACYS INC | 2013-12-27 | 2014-04-11 | $18,835 | $17,440 | $1,395 | $1,395 |
| 357 SH WEYERHAEUSER CO | 2013-12-27 | 2014-04-11 | $9,876 | $11,165 | -$1,289 | -$1,289 |
| 302 SH WILLIAMS COS INC | 2013-12-27 | 2014-03-21 | $12,278 | $11,569 | $709 | $709 |
| 279 SH LYONDELLBASELL INDU | 2013-12-27 | 2014-03-21 | $25,157 | $22,165 | $2,992 | $2,992 |
| 151 SH JOHNSON & JOHNSON | 2013-12-27 | 2014-03-21 | $14,214 | $13,938 | $276 | $276 |
| 131 SH SEMPRA ENERGY | 2013-12-27 | 2014-03-21 | $12,633 | $11,679 | $954 | $954 |
| 1639 SH MATTEL INC | 2013-12-27 | 2014-02-04 | $60,269 | $77,044 | -$16,775 | -$16,775 |
| 464 SH CHEVRON CORP | 2013-12-27 | 2014-02-04 | $51,438 | $58,166 | -$6,728 | -$6,728 |
| 673 SH RAYTHEON COMPANY | 2013-12-27 | 2014-01-23 | $61,375 | $61,193 | $182 | $182 |
| 439 SH ENSCO PLC | 2013-12-27 | 2014-01-23 | $23,027 | $24,855 | -$1,828 | -$1,828 |
| 318 SH WELLS FARGO & CO | 2013-12-27 | 2014-01-23 | $14,701 | $14,478 | $223 | $223 |
| 713 SH L BRANDS INC | 2013-12-27 | 2014-01-23 | $38,273 | $43,468 | -$5,195 | -$5,195 |
| 1067 SH REYNOLDS AMERICAN INC | 2013-12-27 | 2014-01-23 | $52,311 | $53,295 | -$984 | -$984 |
| 551 SH PFIZER INC | 2013-12-27 | 2014-01-23 | $17,055 | $16,888 | $167 | $167 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $217,346 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $699,490 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $25,444,359 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.027491 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $714,266 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,546,969 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031679 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $704,748 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,585,917 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055995 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $713,424 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,366,268 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.112063 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $919,875 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,706,142 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062550 | DistributionYr5Rt |
| Total Distribution | 0.289778 | TotalDistributionRt |
| Average Distribution | 0.057956 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $29,181,602 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,691,249 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,554 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,699,803 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,232,479 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,108 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,108 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,108 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,880 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,880 | TotalPaymentsAndCreditsAmt |
| Tax Due | $6,228 | 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAXPAYER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5168696700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 NORTHERN BLVD | AddressLine1 |
| City | MANHASSET | City |
| State | NY | State |
| ZIP Code | 110303006 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FRED COLIN | ||||||||
| 1520 NORTHERN BOULEVARD | MANHASSET | NY | 11030 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BARBARA F COLIN | ||||||||
| 1520 NORTHERN BOULEVARD | MANHASSET | NY | 11030 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| EVA USDAN | ||||||||
| 775 PARK AVENUE | NEW YORK | NY | 10021 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SAMUEL F COLIN | ||||||||
| 50 LAKE ROAD | RYE | NY | 10580 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| REBECCA COLIN SEAMAN | ||||||||
| 474 NORTH STREET | GREENWICH | CT | 06830 | 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 | $26,585,533 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,040,459 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,625,992 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,625,992 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $444,390 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,181,602 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,459,080 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,459,080 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,108 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,108 | TotalTaxAmt |
| Distributable Before Adj | $1,441,972 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,441,972 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,441,972 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,232,479 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,232,479 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,232,479 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,441,972 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,153,629 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,232,479 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,153,629 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $78,850 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,363,122 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FRED COLIN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FRED COLIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 NORTHERN BLVD | AddressLine1 |
| City | MANHASSET | City |
| State | NY | State |
| ZIP Code | 110303006 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5168696700 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (119 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 92ND STREET Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC | GENERAL CHARITABLE | $81,315 |
| ADELPHIA UNIVERSITY - BOB SCOTT FUND | |||||||
| 1 SOUTH AVENUE | GARDEN CITY | NY | 11530 | NONE | PUBLIC | GENERAL CHARITABLE | $10,000 |
| ADIRONDACK COUNCIL | |||||||
| PO BOX D-2 | ELIZABTEH | NY | 129329989 | NONE | PUBLIC | GENERAL CHARITABLE | $100 |
| AMERICAN CANCER SOCIETY | |||||||
| 38 RICHARDS AVENUE | NORWALK | CT | 06854 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 75 DAVIDS DRIVE | HAUPPAUGE | NY | 11788 | NONE | PUBLIC | GENERAL CHARITABLE | $2,500 |
| AMERICAN FRIENDS OF MEIR PANIM | |||||||
| 5316 NEW UTECHT AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | GENERAL CHARITABLE | $112,500 |
| ANIMAL MEDICAL CENTER | |||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | NONE | PUBLIC | GENERAL CHARITABLE | $21,400 |
| ARCHIPELAGO BOOKS | |||||||
| 232 THIRD STREET | BROOKLYN | NY | 11215 | NONE | PUBLIC | GENERAL CHARITABLE | $250 |
| ASPCA | |||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | NONE | PUBLIC | GENERAL CHARITABLE | $250 |
| ASPETUCK LANDTRUST INC | |||||||
| PO BOX 444 | WESTPORT | CT | 068810444 | NONE | PUBLIC | GENERAL CHARITABLE | $350 |
| BALLET THEATRE FOUNDATION | |||||||
| 890 BROADWAY THIRD FLOOR | NEW YORK | NY | 10003 | NONE | PUBLIC | GENERAL CHARITABLE | $13,000 |
| BIG BROTHERS BIG SISTER OF LONG ISLAND | |||||||
| 70 ACORN LANE | LEVITTOWN | NY | 11756 | NONE | PUBLIC | GENERAL CHARITABLE | $3,500 |
| BIOMEDICAL RESEARCH & EDUCATION FOUNDATION | |||||||
| 1500 MARKET STREET | PHILADELPHIA | PA | 19102 | NONE | PUBLIC | GENERAL CHARITABLE | $30,000 |
| BROOKLYN ACADEMY OF MUSIC | |||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 112171486 | NONE | PUBLIC | GENERAL CHARITABLE | $50,000 |
| BROWN UNIVERSITY MAGAZINE | |||||||
| BOX 1854 | PROVIDENCE | RI | 029121854 | NONE | PUBLIC | GENERAL CHARITABLE | $100 |
| BROWN UNIVERSITY - ANNUAL FUND | |||||||
| BOX 1976 | PROVIDENCE | RI | 02912 | NONE | PUBLIC | GENERAL CHARITABLE | $10,000 |
| BRYANT LIBRARY | |||||||
| 2 PAPER MILL ROAD | ROSLYN | NY | 11576 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| CAMP SUNSHINE | |||||||
| 35 ACADIA ROAD | CASCO | ME | 04015 | NONE | PUBLIC | GENERAL CHARITABLE | $1,500 |
| CARE | |||||||
| 151 ELLIS STREET | ATLANTA | GA | 303032440 | NONE | PUBLIC | GENERAL CHARITABLE | $200 |
| CHARLEY'S FUND | |||||||
| 635 MAIN STREET STE 3 | GREAT BARRINGTON | MA | 01230 | NONE | PUBLIC | GENERAL CHARITABLE | $10,000 |
| CHILDREN'S MEDICAL FUND OF NEW YORK | |||||||
| 3000 MARCUS AVENUE SUITE LL09 | NEW HYDE PARK | NY | 11040 | NONE | PUBLIC | GENERAL CHARITABLE | $950 |
| CITYMEALS-ON-WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL CHARITABLE | $250 |
| COLD SPRING HARBOR HATCHERY | |||||||
| 1660 ROUTE 25A | COLD SPRING HARBOR | NY | 11724 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| COLUMBIA UNIVERSITY | |||||||
| 100 HAVEN AVENUE SUITE 29D | NEW YORK | NY | 10032 | NONE | PUBLIC | GENERAL CHARITABLE | $30,000 |
| COLUMBUS CITIZEN FOUNDATION INC | |||||||
| 8 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| CONGREGATION EMANU-EL OF WESTCHESTER | |||||||
| 2125 WESTCHESTER AVENUE EAST | RYE | NY | 10580 | NONE | PUBLIC | GENERAL CHARITABLE | $4,750 |
| CONNECTICUT PUBLIC BROADCASTING | |||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | NONE | PUBLIC | GENERAL CHARITABLE | $100 |
| CROHN'S & COLITIS FOUNDATION OF AMERICA - LI CHAPTER | |||||||
| 585 STEWART AVENUE SUITE 580 | GARDEN CITY | NY | 11530 | NONE | PUBLIC | GENERAL CHARITABLE | $250 |
| DANA FARBER CANCER INSTITUTE | |||||||
| PO BOX 849168 | BOSTON | MA | 022849168 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| DANCE THEATER OF HARLEM | |||||||
| 276 FIFTH AVENUE SUITE 703 | NEW YORK | NY | 10001 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| DOCOTRS WITHOUT BORDERS USA | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | NONE | PUBLIC | GENERAL CHARITABLE | $1,500 |
| FOOD ALLERGY RESEARCH & EDUCATION | |||||||
| 515 MADISON AVENUE | NEW YORK | NY | 100225403 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| FRIENDS OF THE IDF | |||||||
| 1430 BROADWAY SUITE 1301 | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL CHARITABLE | $50,000 |
| FRIENDS OF LINCOLN CENTER | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 101330008 | NONE | PUBLIC | GENERAL CHARITABLE | $100 |
| GIFT OF LIFE BOND MARROW FOUNDATION | |||||||
| 800 YAMATO ROAD SUITE 101 | BOCA RATON | FL | 33431 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| GLEN OAKS CLUB - PHILANTHROPIC FUND | |||||||
| 175 POST ROAD | OLD WESTBURY | NY | 115680249 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| GREENWICH HOSPITAL | |||||||
| OPO BOX 4939 | GREENWICH | CT | 068310418 | NONE | PUBLIC | GENERAL CHARITABLE | $70,000 |
| HARRISON PBA | |||||||
| PO BOX 127 | HARRISON | NY | 10528 | NONE | PUBLIC | GENERAL CHARITABLE | $3,000 |
| HABITAT FOR HUMANITY | |||||||
| 121 HABITAT STREET | AMERICUS | GA | 317093498 | NONE | PUBLIC | GENERAL CHARITABLE | $250 |
| HARLEM ACADEMY | |||||||
| 1330 5HT AVENUE | NEW YORK | NY | 10026 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| ISLAND HARVEST | |||||||
| 199 SECOND STREET | MINEOLA | NY | 11501 | NONE | PUBLIC | GENERAL CHARITABLE | $1,600 |
| INTERFAITH NUTRITION NETWORK | |||||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | NONE | PUBLIC | GENERAL CHARITABLE | $2,500 |
| JEWISH COMMUNAL FUND | |||||||
| 575 MADISON AVENUE SUITE 703 | NEW YORK | NY | 10022 | NONE | PUBLIC | GENERAL CHARITABLE | $200,000 |
| JEWISH NATIONAL FUND | |||||||
| 78 RANDALL AVENUE | ROCKVILLE CENTER | NY | 11570 | NONE | PUBLIC | GENERAL CHARITABLE | $2,000 |
| JOHN THEISSEN CHILDREN'S FOUNDATION | |||||||
| 1881 WANTAGH AVENUE | WANTAGH | NY | 11793 | NONE | PUBLIC | GENERAL CHARITABLE | $5,000 |
| LA FONDAZIONE FRIENDS OF THE ITALIAN CULTURAL INSTITUTE OF NEW YORK | |||||||
| 75 ROCKEFELLER PLAZA 19TH FLOOR | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL CHARITABLE | $2,000 |
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL CHARITABLE | $3,000 |
| LIUTILLES CENTER | |||||||
| CW POST CAMPUS | BROOKVILLE | NY | 11548 | NONE | PUBLIC | GENERAL CHARITABLE | $3,500 |
| LONG ISLAND CARES INC | |||||||
| 10 DAVIS DRIVE | HAUPPAUGE | NY | 117882039 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| LONG ISLAND PHILHARMONIC | |||||||
| 1 HUNTINGTON QUADRANGLE | MELVILLE | NY | 11747 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| MANHASSETGREAT NECK CAMERA CLUB | |||||||
| 30 ONDERDONK AVENUE | MANHASSET | NY | 11030 | NONE | PUBLIC | GENERAL CHARITABLE | $2,500 |
| MARIA FARERI CHILDREN'S HOSPITAL | |||||||
| 100 WOODS ROAD | VALHALLA | NY | 10595 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| MCCARTHY'S WILDLIFE SANCTUARY INC | |||||||
| 12943 61ST ST NORTH | WEST PALM BEACH | FL | 33412 | NONE | PUBLIC | GENERAL CHARITABLE | $3,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 300 EAST 66TH STREET | NEW YORK | NY | 10065 | NONE | PUBLIC | GENERAL CHARITABLE | $100,000 |
| METROPOLITAN MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL CHARITABLE | $998 |
| MIAMI CITY BALLET | |||||||
| 2200 LIBERTY AVENUE | MIAMI BEACH | FL | 33139 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 100195498 | NONE | PUBLIC | GENERAL CHARITABLE | $582 |
| NASSAU COUNTY COALATION OF DOMESTIC VIOLENCE | |||||||
| 15 GRUMMAN ROAD WEST | BETHPAGE | NY | 11714 | NONE | PUBLIC | GENERAL CHARITABLE | $750 |
| NASSAU COUNTY MUSEUM OF ART | |||||||
| ONE MUSEUM DRIVE | ROSLYN HARBOR | NY | 11576 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| NATIONAL MULTIPLE SLEROSIS | |||||||
| 40 MARCUS DRIVE SUITE 100 | MELVILLE | NY | 11747 | NONE | PUBLIC | GENERAL CHARITABLE | $5,000 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| PO BOX 1691 | MERRIFIELD | VA | 221161691 | NONE | PUBLIC | GENERAL CHARITABLE | $100 |
| NEW ROCHELLE HUMANE SOCIETY | |||||||
| 70 PORTMAN ROAD | NEW ROCHELLE | NY | 10801 | NONE | PUBLIC | GENERAL CHARITABLE | $750 |
| NEW YORK PUBLIC RADIO - WQXR | |||||||
| PO BOX 1550 | NEW YORK | NY | 101161550 | NONE | PUBLIC | GENERAL CHARITABLE | $100 |
| NORTH SHORE ANIMAL LEAGUE | |||||||
| 16 LEWYT STREET | PORT WASHINGTON | NY | 11050 | NONE | PUBLIC | GENERAL CHARITABLE | $250 |
| NORTH SHORE CHILD & FAMILY GUIDANCE CENTER | |||||||
| 480 OLD WESTBURY ROAD | ROSLYN HEIGHTS | NY | 115772215 | NONE | PUBLIC | GENERAL CHARITABLE | $4,000 |
| NORTH SHORE LAND ALLIANCE | |||||||
| 151 POST ROAD | OLD WESTBURY | NY | 11568 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| NY PRESBYTERIAN HOSPITAL | |||||||
| 525 EAST 68TH STREET BOX 123 | NEW YORK | NY | 10065 | NONE | PUBLIC | GENERAL CHARITABLE | $100,000 |
| NYU LANGONE MEDICAL CENTER | |||||||
| 24 WEST FOURTH STREET 4TH FLOOR | NEW YORK | NY | 10012 | NONE | PUBLIC | GENERAL CHARITABLE | $10,000 |
| NYU SCHOOL OF MEDICINE | |||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | NONE | PUBLIC | GENERAL CHARITABLE | $10,000 |
| ORT AMERICA | |||||||
| 75 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PUBLIC | GENERAL CHARITABLE | $300 |
| PARKINSON'S DISEASE FOUNDATION | |||||||
| 1359 BROADWAY | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| PLANNED PARENTHOOD OF NASSAU COUNTY INC | |||||||
| 540 FULTON AVENUE | HEMPSTEAD | NY | 11550 | NONE | PUBLIC | GENERAL CHARITABLE | $650 |
| POETS HOUSE | |||||||
| 10 RIVER TERRACE | NEW YORK | NY | 10282 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| POETS & WRITERS INC | |||||||
| PO BOX 422460 | PALM COAST | FL | 321422460 | NONE | PUBLIC | GENERAL CHARITABLE | $2,500 |
| PREP FOR PREP | |||||||
| 156 FIFTH AVENUE SUITE 1100 | NEW YORK | NY | 10010 | NONE | PUBLIC | GENERAL CHARITABLE | $5,000 |
| RAMAZ SCHOOL FOUNDATION | |||||||
| 125 EAST 85TH STREET | NEW YORK | NY | 10028 | NONE | PUBLIC | GENERAL CHARITABLE | $15,000 |
| RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS | |||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC | GENERAL CHARITABLE | $1,425 |
| RECONSTRUCTIONIST RABBINICAL COLLEGE | |||||||
| 1299 CHURCH ROAD | WYNCOTE | PA | 190951898 | NONE | PUBLIC | GENERAL CHARITABLE | $10,000 |
| RECONSTRUCTIONIST SYNAGOGUE OF THE NORTH SHORE | |||||||
| 1001 PLANDOME ROAD | PLANDOME | NY | 110301334 | NONE | PUBLIC | GENERAL CHARITABLE | $24,685 |
| REDLINE | |||||||
| 2350 ARAPAHOE STREET | DENVER | CO | 80205 | NONE | PUBLIC | GENERAL CHARITABLE | $10,000 |
| ROSLYN HIGH SCHOOL SCHOLARSHIP FUND | |||||||
| ROSLYN ROAD | ROSLY HEIGHTS | NY | 11577 | NONE | PUBLIC | GENERAL CHARITABLE | $250 |
| SCO FAMILY OF SERVICES | |||||||
| ONE ALEXANDER PLACE | GLEN COVE | NY | 11542 | NONE | PUBLIC | GENERAL CHARITABLE | $250 |
| SEA EDUCATION ASSOCIATION | |||||||
| PO BOX 6607 | WOODS HOLE | MA | 02543 | NONE | PUBLIC | GENERAL CHARITABLE | $100 |
| SHALOM HARTMAN INSTITUTE | |||||||
| ONE PENNSYLVANIA PLAZA | NEW YORK | NY | 10119 | NONE | PUBLIC | GENERAL CHARITABLE | $10,000 |
| SILVER SHIELD ASSOCIATION INC | |||||||
| PO BOX 1123 | GREENWICH | CT | 06836 | NONE | PUBLIC | GENERAL CHARITABLE | $1,500 |
| ST BALDRICK'S FOUNDATION | |||||||
| 1333 S MAYFLOWER AVENUE | MONROVIA | CA | 91016 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| STORYCORPS | |||||||
| 80 HANSON PLACE | BROOKLYN | NY | 11217 | NONE | PUBLIC | GENERAL CHARITABLE | $7,500 |
| TEACHERS & WRITERS COLLABORATIVE | |||||||
| 520 EIGHT AVENUE SUITE 2020 | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL CHARITABLE | $10,000 |
| THE ACADEMY OF AMERICAN POETS | |||||||
| 584 BROADWAY SUITE 604 | NEW YORK | NY | 10012 | NONE | PUBLIC | GENERAL CHARITABLE | $250 |
| THE AMERICAN FRIENDS OF BATSHEVA | |||||||
| 220 5HT AVENUE ROOM 1301 | NEW YORK | NY | 10001 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| THE EPILEPSY FOUNDATION OF LONG ISLAND | |||||||
| 506 STEWART AVENUE | GARDEN CITY | NY | 11530 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| THE FRICK COLLECTION | |||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 100214907 | NONE | PUBLIC | GENERAL CHARITABLE | $120 |
| THE HOLOCAUST AND HUMAN RIGHTS EDUCATION CENTER | |||||||
| FOUR WEST RED OAK LANE | WHITE PLAINS | NY | 10604 | NONE | PUBLIC | GENERAL CHARITABLE | $5,000 |
| THE JDM FUND | |||||||
| 1333A NORTH AVENUE | NEW ROCHELLE | NY | 10804 | NONE | PUBLIC | 145072 - 02/27/15 02:54PM WORKSHEET PRIVATE FOUNDATION | $10,000 |
| THE JEWSIH ACADEMY | |||||||
| 74 HAUPPAUGE ROAD | COMMACK | NY | 11725 | NONE | PUBLIC | GENERAL CHARITABLE | $2,500 |
| THE JEWISH MUSEUM | |||||||
| 1109 5TH AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC | GENERAL CHARITABLE | $100 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 300 ROBBINS LANE | SYOSSET | NY | 11791 | NONE | PUBLIC | GENERAL CHARITABLE | $2,500 |
| THE MAITIME AQUARIUM AT NORWALK | |||||||
| 10 NORHT WATER STREET | NORWALK | CT | 06854 | NONE | PUBLIC | GENERAL CHARITABLE | $5,000 |
| THE METROPOLITAN OPERA | |||||||
| 1 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL CHARITABLE | $5,865 |
| THE MICHAEL J FOX FOUNDATION | |||||||
| PO BOX 780 | NEW YORK | NY | 10008 | NONE | PUBLIC | GENERAL CHARITABLE | $25,000 |
| THE NATURE CONSERVANCY | |||||||
| 250 LAWRENCE HILL ROAD | COLD SPRING HARBOR | NY | 11724 | NONE | PUBLIC | GENERAL CHARITABLE | $250 |
| THE ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC | GENERAL CHARITABLE | $2,000 |
| THE WHITBY SCHOOL | |||||||
| 969 LAKE AVENUE | GREENWICH | CT | 06831 | NONE | PUBLIC | GENERAL CHARITABLE | $20,000 |
| THE YOUNG ISRAEL OF PLAINVIEW | |||||||
| 132 SOUTHERN PARKWAY | PLAINVIEW | NY | 11803 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| THIRTEEN ASSOCIATES | |||||||
| PO BOX 1313 | NEW YORK | NY | 101011313 | NONE | PUBLIC | GENERAL CHARITABLE | $165 |
| TOWN OF PALM BEACH UNITED WAY | |||||||
| 44 COCOANUT ROW M201 | PALM BEACH | FL | 33480 | NONE | PUBLIC | GENERAL CHARITABLE | $250 |
| TOWNWIDE FUND OF HUNTINGTON INC | |||||||
| 148 EAST MAIN STREET | HUNTINGTON | NY | 117437901 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| UJA FEDERATION OF JEWISH PHILANTHROPIES OF NY INC | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC | GENERAL CHARITABLE | $12,000 |
| UJA FEDERATION OF NEW YORK | |||||||
| 6900 JERICHO TURNPIKE | SYOSSET | NY | 117914414 | NONE | PUBLIC | GENERAL CHARITABLE | $5,000 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| PO BOX 7023 | ALBERT LEA | MN | 560078023 | NONE | PUBLIC | GENERAL CHARITABLE | $250 |
| USDAN CENTER FOR THE CREATIVE ARTS | |||||||
| 420 EAST 79TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC | GENERAL CHARITABLE | $15,000 |
| WESTPORT COUNTRY PLAYHOUSE | |||||||
| 25 POWERS COURT | WESTPORT | CT | 06880 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 945 MADISON AVENUE AT 75TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC | GENERAL CHARITABLE | $112 |
| WOMEN IN CANOE | |||||||
| 140-39 34TH AVENUE | FLUSHING | NY | 11354 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| WORLD JEWISH CONGRESS | |||||||
| 501 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC | GENERAL CHARITABLE | $250 |
| WXEL TV-42 | |||||||
| PO BOX 6607 | WEST PALM BEACH | FL | 334056607 | NONE | PUBLIC | GENERAL CHARITABLE | $125 |
| YADDO | |||||||
| PO BOX 395 - UNION AVENUE | SARATOGA SPRINGS | NY | 128660395 | NONE | PUBLIC | GENERAL CHARITABLE | $250 |
| YMCA BOULTON CENTER FOR THE PERFORMING ARTS | |||||||
| 37 WEST MAIN STREET | BAYSHORE | NY | 11706 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,200,392 | 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 | $359,837 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $360,751 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $217,346 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $937,934 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $937,934 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| FRED COLIN | ||||||
| 1 | 1520 NORTHERN BLVD | MANHASSET | NY | 11030 | $172,776 | Yes (X) |
| BARBARA COLIN | ||||||
| 2 | 1520 NORTHERN BLVD | MANHASSET | NY | 11030 | $229,141 | Yes (X) |
| SIMCO MANAGEMENT CO LLC | ||||||
| 3 | 1520 NORTHERN BLVD | MANHASSET | NY | 11030 | $1,196,650 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 812.146 SHARES OF VISA INC. STOCK | $172,776 | 2013-12-18 |
| 2 | 1,500 SHARES OF MICROSOFT CORP. STOCK 2,149 SHARES OF PROCTOR & GAMBLE STOCK | $229,141 | 2013-12-18 |
| 3 | 35,000 SHARES AT&T INC STOCK | $1,196,650 | 2013-12-11 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BARCLAY 100%PP CNY REN 5/01/14 | BondNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1 SHS BERKSHIRE HATHAWAY-CLASS B | $35 | $140 |
| 3,233.1380 SHS CISCO SYSTEMS INC | $62,426 | $79,115 |
| 7,621.2830 SHS MICROSOFT CORP | $205,610 | $357,819 |
| FIRST BIOMED LIMITED | $500,000 | $1,434,016 |
| FIRST HEALTH, LP | $300,000 | $2,019,007 |
| 285 SHS EXPRESS SCRIPTS HOLDIING CO | $7,001 | $21,894 |
| 39,155.2615 SHS EXXONMOBIL CORP. | $2,109,021 | $3,786,705 |
| 4939.4504 SHS ROYAL DUTCH SHELL | $138,749 | $354,603 |
| 5,700 SHS JOHNSON & JOHNSON | $324,996 | $614,346 |
| RCG LONGVIEW DEBT FUND IV LP | $108,603 | $178,499 |
| 8,500 SHS XENOPORT INC | $0 | $0 |
| 9,100 SHS AMERICAN WATER WORKS CO., INC. | $181,949 | $485,667 |
| 4,495 SHS ALTISOURCE PORTFOLIO SOLUTIONS | $125,276 | $335,597 |
| 449 SHS ALTISOURCE ASSET MANAGEMENT CORP | $35,095 | $242,460 |
| 1,498 SHS ALTISOURCE RESIDENTIAL CORP | $22,507 | $34,784 |
| 7,887 SHS OCWEN FINANCIAL CORPORATION | $69,958 | $185,818 |
| 5,902 SHS GENERAL ELECTRIC COMPANY | $187,619 | $152,331 |
| 6,600 SHS ABBOTT LABS | $145,521 | $287,694 |
| 6,600 SHS ABBVIE INC | $157,810 | $418,836 |
| 3,700 SHS MEDTRONIC, INC | $119,630 | $252,192 |
| 12,200 SHS NIPPON SHINYAKU CO., LTD | $164,302 | $351,541 |
| 47,800 SHS VIVUS INC. | $481,860 | $162,042 |
| 9,400 SHS AMEREN CORP. | $265,775 | $397,996 |
| 4,800 SHS RANGE RESOURCES CORPORATION | $259,167 | $328,320 |
| 2,100 SHS ANHEUSER-BUSCH INBEV | $122,435 | $233,058 |
| 2,600 SHS BEIERSDORF AG | $165,496 | $210,290 |
| 5,236.24 SHS VERTEX PHARACEUTICALS INC | $0 | $0 |
| 1,659.5330 SHS APPLE INC. | $102,664 | $179,230 |
| 1,630 SHS BED BATH & BEYOND INC | $0 | $0 |
| 14,900 SHS APPROACH RESOURCES INC | $334,847 | $147,510 |
| 3,500 SHS JPMORGAN CHASE & CO | $199,255 | $214,704 |
| 815.1030 VISA INC | $173,426 | $196,790 |
| 7,000 SHS ARAMARK | $189,121 | $195,370 |
| 2,149 SHS PROCTOR & GAMBLE CO. | $175,036 | $187,543 |
| 35,460 SHS DANONE | $498,274 | $481,760 |
| 2,800 SHS DIAGEO PLC | $332,823 | $330,316 |
| CITI MANAGED FUND | $2,008,737 | $2,267,740 |
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 | $50,000 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $50,000 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WEXFORD PARTNERS 10, L.P. | AT COST | $788,990 | $776,077 |
| SMSF, LLC (HEDGE FORUM) | AT COST | $29,382 | $34,491 |
| HSBC MM FUND | AT COST | $1,581,930 | $1,581,930 |
| FMC MM FUND # 1 | AT COST | $1,807,023 | $1,807,023 |
| CITI INVESTOR M/F | AT COST | $259,398 | $259,398 |
| FP ALTERNATIVE FUND | AT COST | $16,068 | $41,824 |
| DEUTSCHEBANK M/F | AT COST | $27,823 | $27,823 |
| HPS MEZZANINE PRIVATE INVESTORS OFFSHORE II, L.P. | AT COST | $153,988 | $188,477 |
| BEP PRIVATE INVESTORS LP | AT COST | $358,457 | $374,288 |
| GREENLIGHT CAPITAL OFFSHORE (GOLD), LTD | AT COST | $2,000,000 | $2,488,595 |
| KKR ASIAN FUND II PRIVATE INVESTORS OFFSHORE, LP | AT COST | $83,669 | $80,258 |
| FIRST HONG KONG FUND LLC | AT COST | $821,357 | $795,818 |
| STARWOOD DISTRESSED OPPORTUNITY FUND IX, L.P. | AT COST | $268,495 | $355,732 |
| BREP ASIA PRIVATE | AT COST | $90,482 | $87,029 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $19,053 | LegalFeesAmt |
| Net Investment Income | $1,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,084 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| LIFE INSURANCE POLICIES-NET CASH VALUE | $240,103 | $0 |
| INTEREST RECEIVABLE | $15,671 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEE | $80,014 | $60,011 | $20,003 |
| NYS FILING FEE | $759 | $0 | $0 |
| DUES & SUBSCRIPTIONS | $350 | $350 | $0 |
| INSURANCE PREMIUMS | $3,741 | $3,741 | $0 |
| BROKERAGE COMMISSION FEES | $927 | $927 | $0 |
| MISCELLANEOUS | $5 | $5 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME/LOSS FROM PARTNERSHIP | Desc |
| Revenue And Expenses Per Books | $360,751 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $360,751 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $360,751 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REAL ESTATE TAX ESCROWED | Desc |
| BOY Book Value | $8,750 | BOYBookValueAmt |
| EOY Book Value | $12,815 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME | $6,953 | $6,953 | $0 |
| FOREIGN INCOME TAX WITHHELD | $9,215 | $9,215 | $0 |
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