THEODORE AND RENEE WEILER FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THEODORE AND RENEE WEILER FOUNDATION INC (EIN 13-6181441)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-06
- IRS object ID
- 201531269349100843
- Schema version
- 2014v5.0
- 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
- Compensation Explanation
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-06T15:23:28-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KANDEL & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 Jericho Turnpike Suite 206E | AddressLine1Txt |
| City | Syosset | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11791 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136181441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Theodore & Renee Weiler Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THEO | BusinessNameControlTxt |
| Phone | 5164969195 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 Jericho Turnpike | AddressLine1Txt |
| City | Syosset | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11791 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard Kandel | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2015-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard Kandel | PreparerPersonNm |
| PTIN | P00167249 | PTIN |
| Phone | 5164969195 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,055,174 | 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 |
| Dividends Rev And Expnss | $132,472 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $132,472 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $160,565 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,128,428 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $160,565 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $293,037 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $293,037 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,041 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $22,639 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,964 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,675 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,680 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,964 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,675 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $876,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $876,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $954,530 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,964 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $908,525 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$661,493 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $252,073 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $75,784 | CashBOYAmt |
| Cash EOY | $49,149 | CashEOYAmt |
| Cash EOYFMV | $49,149 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,001,690 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $760,796 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $760,796 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,922,843 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,533,920 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,281,067 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,500,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,500,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,953,534 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $15,669 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,628 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,628 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,515,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,854,493 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,055,174 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $8,515,986 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,854,493 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,515,986 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,854,493 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,515,986 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,854,493 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,515,986 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$661,493 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,854,493 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,854,493 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 7,000 Broadcom Corp | P | 2012-09-24 | 2014-07-05 | $251,994 | $223,666 | $28,328 | $28,328 |
| 1,500 Stanley Black & Decker | P | 2013-10-22 | 2014-07-30 | $134,997 | $111,600 | $23,397 | $23,397 |
| Fraction Seventy Seven Energy | P | 2014-01-13 | 2014-07-01 | $7 | $7 | $7 | |
| 4 Youku-Expired Option | P | 2014-03-06 | 2014-04-19 | $12,000 | $12,000 | $12,000 | |
| 4,000 CSX Corp | P | 2013-11-06 | 2014-06-06 | $119,208 | $106,606 | $12,602 | $12,602 |
| 2,000 Royal Dutch Shell CL-B | P | 2013-11-06 | 2014-05-05 | $159,134 | $141,366 | $17,768 | $17,768 |
| Fraction Seventy Seven Energy | P | 2013-01-01 | 2014-07-01 | $6 | $6 | $6 | |
| 10,000 Morgan Stanley | P | 2012-02-28 | 2014-01-23 | $329,744 | $269,654 | $60,090 | $60,090 |
| Worldcom-Securities Litigation | P | 2010-01-01 | 2014-02-13 | $1,969 | $1,969 | $1,969 | |
| Worldcom-Securities Litigation | P | 2010-01-01 | 2014-02-13 | $178 | $178 | $178 | |
| 2,000 Target Corp | P | 2014-06-13 | 2014-08-20 | $119,182 | $114,971 | $4,211 | $4,211 |
| Seventy Seven Energy | P | 2013-01-01 | 2014-07-01 | $9 | $9 | $9 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $160,565 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $69,985 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,003,823 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,310,934 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.12078 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,138,987 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,578,800 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.13277 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $993,541 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,434,297 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.10531 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $978,067 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,994,217 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.09786 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $869,886 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,511,868 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.09145 | DistributionYr5Rt |
| Total Distribution | 0.54818 | TotalDistributionRt |
| Average Distribution | 0.10964 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,391,052 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $919,961 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,521 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $922,482 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $908,525 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,041 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,041 | SubtotalAmt |
| Tax Based On Investment Income | $5,041 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,669 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,669 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,628 | OverpaymentAmt |
| Applied To ES Tax | $10,628 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard Kandel | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5164969195 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 Jericho Turnpike-Ste 206E | AddressLine1Txt |
| City | Syosset | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11791 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| Richard Kandel | ||||||
| 15 W 53rd Street | New York | NY | 10019 | Treas.-Mgr. Dir | 8.00 | $50,000 |
| Alan Safir | ||||||
| 473 Mariner Drive | Jupiter | FL | 33477 | Pres.-Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,398,331 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $120,504 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,518,835 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $8,518,835 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $127,783 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,391,052 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $419,553 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $419,553 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,041 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,041 | TotalTaxAmt |
| Distributable Before Adj | $414,512 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $414,512 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $414,512 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $908,525 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $908,525 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $908,525 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $414,512 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $403,103 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $497,872 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $534,452 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $712,833 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $593,200 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,741,460 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $908,525 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $414,512 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $494,013 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,235,473 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $403,103 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,832,370 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $497,872 | ExcessFromYear4Amt |
| Excess From Year3 | $534,452 | ExcessFromYear3Amt |
| Excess From Year2 | $712,833 | ExcessFromYear2Amt |
| Excess From Year1 | $593,200 | ExcessFromYear1Amt |
| Excess From Current Year | $494,013 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (101 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Actors Fund of America | |||||||
| 729 7th Avenue | New York | NY | 10011 | N/A | PC | General & Capital Purposes, unless noted | $8,750 |
| Amer Fdn for AIDS Research | |||||||
| 120 Wall Street | New York | NY | 10005 | N/A | PC | General & Capital Purposes, unless noted | $3,000 |
| American Friends of the Israel Muse | |||||||
| 500 5th Avenue-Ste 2540 | New York | NY | 10110 | N/A | PC | General & Capital Purposes, unless noted | $41,500 |
| Amer Friends of the Israel Philharm | |||||||
| 122 East 42nd Street | New York | NY | 10168 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| American Museum of Natural Hist | |||||||
| Central Park West | New York | NY | 10024 | N/A | PC | General & Capital Purposes, unless noted | $6,500 |
| Ballet Theatre Foundation | |||||||
| 890 Broadway | New York | NY | 10003 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Breast Cancer Research Fdn | |||||||
| 60 East 56th Street | New York | NY | 10022 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Crohn's Colitis Foundation | |||||||
| 386 Park Avenue South | New York | NY | 10016 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Children's Hearing Institute | |||||||
| 380 Second Ave | New York | NY | 10010 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| City Meals on Wheels | |||||||
| 355 Lexington Avenue | New York | NY | 10017 | N/A | PC | General & Capital Purposes, unless noted | $8,000 |
| Dancers Group Studio Theater | |||||||
| 1360 Mission Street | San Francisco | CA | 94103 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Federal Drugs Agent Fdn | |||||||
| 400 Jericho Turnpike - 2nd Floor | Jericho | NY | 11753 | N/A | PC | General & Capital Purposes, unless noted | $11,000 |
| Film Society Lincoln Center | |||||||
| 70 Lincoln Center Plaza | New York | NY | 10023 | N/A | PC | General & Capital Purposes, unless noted | $37,500 |
| Greenwich House | |||||||
| 224 W 30th St-Ste 302 | New York | NY | 10001 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Israel Air Force Center Fdn | |||||||
| 2300 Computer Ave-Ste D-18 | Willow Grove | PA | 19090 | N/A | PC | General & Capital Purposes, unless noted | $40,000 |
| Jacob Burns Film Center | |||||||
| 405 Manville Road | Pleasantville | NY | 10570 | N/A | PC | General & Capital Purposes, unless noted | $21,000 |
| Katonah Museum of Art | |||||||
| 134 Jay Street | Katonah | NY | 10536 | N/A | PC | General & Capital Purposes, unless noted | $3,000 |
| Lee David Pesky Center for Learning | |||||||
| 3324 Elder Street | Boise | ID | 83705 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Lincoln Center Theater | |||||||
| 150 West 65th Street | New York | NY | 10023 | N/A | PC | General & Capital Purposes, unless noted | $15,000 |
| Lymphoma Research Foundation | |||||||
| 115 Broadway-13th Floor | New York | NY | 10006 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Maltz Jupiter Theater | |||||||
| 1001 E Indiantown Rd | Jupiter | FL | 33477 | N/A | PC | General & Capital Purposes, unless noted | $17,000 |
| Metropolitan Museum of Art | |||||||
| 1000 5th Avenue | New York | NY | 10028 | N/A | PC | General & Capital Purposes, unless noted | $4,500 |
| Metropolitan Opera | |||||||
| Lincoln Center Plaza | New York | NY | 10023 | N/A | PC | General & Capital Purposes, unless noted | $11,000 |
| New York City Ballet | |||||||
| 20 Lincoln Center Plaza | New York | NY | 10023 | N/A | PC | General & Capital Purposes, unless noted | $10,500 |
| New York Theater Ballet | |||||||
| 30 East 31st Street | New York | NY | 10016 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| North Shore LI Health Systems | |||||||
| 125 Community Drive | Great Neck | NY | 11021 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Norton Museum of Art | |||||||
| 1451 S Olive Ave | W Palm Beach | FL | 33401 | N/A | PC | General & Capital Purposes, unless noted | $19,000 |
| Pave the Way Foundation | |||||||
| 47 Farrell Street | Long Beach | NY | 10118 | N/A | PC | General & Capital Purposes, unless noted | $80,000 |
| Raymond F Kravis Center Performing | |||||||
| 701 Okeechobee Blvd | W Palm Beach | FL | 33401 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Roundabout Theatre | |||||||
| 231 West 39th Street | New York | NY | 10018 | N/A | PC | General & Capital Purposes, unless noted | $17,000 |
| SCAN New York Foundation | |||||||
| 345 East 102nd Street | New York | NY | 10029 | N/A | PC | General & Capital Purposes, unless noted | $7,500 |
| School of American Ballet | |||||||
| 70 Lincoln Center Plaza | New York | NY | 10023 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| USC Shoah Fdn Visual History | |||||||
| 650 W 35th Street-Ste 114 | Los Angeles | CA | 90089 | N/A | PC | General & Capital Purposes, unless noted | $25,000 |
| WNET-Thirteen | |||||||
| 825 Eighth Ave | New York | NY | 10019 | N/A | PC | General & Capital Purposes, unless noted | $3,500 |
| United Way-York County | |||||||
| 800 East King Street | York | PA | 17405 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| White Plains Hospital Center | |||||||
| Davis Avenue | White Plains | NY | 10601 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| WITF-TV | |||||||
| 4801 Lindle Road | Harrisburg | PA | 17111 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Women in Need | |||||||
| 115 West 31st Street | New York | NY | 10001 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Hewlett-East Rockaway Jewish Ctr | |||||||
| 295 Main Street | East Rockaway | NY | 11518 | N/A | PC | General & Capital Purposes, unless noted | $6,000 |
| Jupiter Medical Center Foundation | |||||||
| 1210 S Old Dixie Hwy | Jupiter | FL | 33458 | N/A | PC | General & Capital Purposes, unless noted | $2,000 |
| Museum of the Moving Image | |||||||
| 35 Avenue 36th Street | Astoria | NY | 11106 | N/A | PC | General & Capital Purposes, unless noted | $6,000 |
| Blythedale Children's Hospital | |||||||
| 95 Bradhurst Avenue | Valhalla | NY | 10595 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Central Park Conservancy | |||||||
| 14 East 60th Street | New York | NY | 10022 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Alzheimer's Association | |||||||
| 225 N Michigan Ave-17th FL | Chicago | IL | 60601 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Amer Friends of Magen David Adom | |||||||
| 352 Seventh Ave-400 | New York | NY | 10001 | N/A | PC | General & Capital Purposes, unless noted | $7,500 |
| Federal Enforcement Homeland Securi | |||||||
| 150 John F Kennedy Parkway | Short Hills | NJ | 07078 | N/A | PC | General & Capital Purposes, unless noted | $7,500 |
| Friends Of Ir David | |||||||
| 3145 Coney Island Ave | Brooklyn | NY | 11235 | N/A | PC | General & Capital Purposes, unless noted | $20,000 |
| FSH Society Inc | |||||||
| 64 Grove Street | Watertown | MA | 02472 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| NYS Troopers Foundation | |||||||
| 3 Airport Park Blvd | Latham | NY | 12110 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| ARS Nova | |||||||
| 511 West 54th Street | New York | NY | 10019 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Association of Israel Decorative Ar | |||||||
| 100 Worth Ave 713 | Palm Beach | FL | 33480 | N/A | PC | General & Capital Purposes, unless noted | $2,000 |
| Foundation Stone Inc | |||||||
| 232 Madison Ave-Rm 608 | New York | NY | 10016 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Second Stage Theatre | |||||||
| 305 W 43rd Street | New York | NY | 10036 | N/A | PC | General & Capital Purposes, unless noted | $3,500 |
| St Francis Food Pantries Shelter | |||||||
| 450 7th Avenue | New York | NY | 10123 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Street Squash | |||||||
| 40 W 116th Street | New York | NY | 10026 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Berkshire Farm Ctr Services for You | |||||||
| 13640 Route 22 | Canaan | NY | 12029 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Jewish Adoption Foster Care Options | |||||||
| 4200 N University Drive | Sunrise | FL | 33351 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Jewish Institute Nat'l Security Aff | |||||||
| 1307 New York Ave NW | Washington | DC | 20005 | N/A | PC | General & Capital Purposes, unless noted | $35,000 |
| One Jerusalem Charitable Educationa | |||||||
| 136 East 39th Street | New York | NY | 10016 | N/A | PC | General & Capital Purposes, unless noted | $20,000 |
| Thoughline Artists Inc | |||||||
| 15 West 53rd Street | New York | NY | 10019 | N/A | PC | General & Capital Purposes, unless noted | $25,000 |
| Wildlife Conservation Society | |||||||
| 2300 Southern Blvd | Bronx | NY | 10460 | N/A | PC | General & Capital Purposes, unless noted | $6,000 |
| Kaufman Music Center | |||||||
| 129 West 67th Street | New York | NY | 10023 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Let's Get Ready | |||||||
| 50 Broadway-Ste 806 | New York | NY | 10004 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Wounded Warrior Project | |||||||
| 4899 Belfort Road-Ste 300 | Jacksonville | FL | 32256 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Children's Medical Center | |||||||
| 125 Community Drive | Great Neck | NY | 11021 | N/A | PC | General & Capital Purposes, unless noted | $15,000 |
| Alvin Ailey Dance Foundation | |||||||
| 405 West 55th Street | New York | NY | 10102 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| American Israel Cultural Foundation | |||||||
| 1140 Broadway-Ste 304 | New York | NY | 10001 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| ASOLO Repertory Theatre | |||||||
| 5555 N Tamiami Trail | Sarasota | FL | 32243 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Children's Theatre Company | |||||||
| 526 W 26th Street-Ste 1012 | New York | NY | 10001 | N/A | PC | General & Capital Purposes, unless noted | $7,500 |
| City Squash | |||||||
| PO Box 619-Fordham Station | New York | NY | 10458 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| DEA Survivors Benefit Fund | |||||||
| 2020 Pennsylvania Ave NW | Washington | DC | 20006 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Gabrielle's Angle Fdn-Cancer Resear | |||||||
| 14 Penn Plaza-Ste 1704 | New York | NY | 10122 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Icahn School of Medicine | |||||||
| One Gustave Levy Place | New York | NY | 10029 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| ICE Foundation | |||||||
| 9267 Glen Meadow Lane | Bristow | VA | 20136 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Mandel JCC of the Palm Beaches | |||||||
| 8500 Jog Road | Boynton Beach | FL | 33472 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Musicals Tonight | |||||||
| 150 W 79th Street | New York | NY | 10024 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| New Jersey Theatre Alliance | |||||||
| 8 Marcella Ave | West Orange | NJ | 07052 | N/A | PC | General & Capital Purposes, unless noted | $25,000 |
| NYU Langone Medical Center | |||||||
| One Park Avenue-17th FL | New York | NY | 10016 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Public Theater | |||||||
| 425 Lafayette Street | New York | NY | 10003 | N/A | PC | General & Capital Purposes, unless noted | $4,000 |
| Tibetan Village Project | |||||||
| 10542 Kipling Place | Westminister | CO | 80021 | N/A | PC | General & Capital Purposes, unless noted | $3,600 |
| Women to Women-Mt Sinai | |||||||
| One Gustave Levy PL-Box 1252 | New York | NY | 10029 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| American Friends of Genesis Jerusal | |||||||
| PO Box 489 | Marlboro | NJ | 07746 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Animal Medical Center | |||||||
| 510 E 62nd Street | New York | NY | 10065 | N/A | PC | General & Capital Purposes, unless noted | $2,000 |
| Assoc of Former Agents US Secret Se | |||||||
| 525 SW 5th Street-Ste A | Des Moines | IA | 50309 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Birthright Israel Foundation | |||||||
| 500 Australian Ave-Ste 644 | W Palm Beach | FL | 33401 | N/A | PC | General & Capital Purposes, unless noted | $9,000 |
| Cancer Care for Kids | |||||||
| 120 Mineola Blvd | Mineola | NY | 11501 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Concert Artists Guild | |||||||
| 850 7th Avenue-Ste 1205 | New York | NY | 10019 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Grand Street Settlement | |||||||
| 80 Pitt Street | New York | NY | 10035 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| International Center of Photography | |||||||
| 1114 Ave of the Americas | New York | NY | 10036 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| JCC Greater Orlando | |||||||
| 851 N Maitland Ave | Maitland | FL | 32751 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Maimonides Medical Center | |||||||
| 4802 Tenth Avenue | Brooklyn | NY | 11219 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Museum of Modern Art | |||||||
| 11 W 53rd Street | New York | NY | 10019 | N/A | PC | General & Capital Purposes, unless noted | $16,000 |
| New York State Troopers PBA | |||||||
| 120 State Street | Albany | NY | 12207 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Palm Beach Synagogue | |||||||
| 120 N County Road | Palm Beach | FL | 33480 | N/A | PC | General & Capital Purposes, unless noted | $500 |
| Planned Parenthood | |||||||
| 2300 N Florida Mango Rd | W Palm Beach | FL | 33409 | N/A | PC | General & Capital Purposes, unless noted | $2,000 |
| Shelter for the Homeless Inc | |||||||
| PO Box 1252 | Stamford | CT | 06902 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Shoe4Africa | |||||||
| 8040 161st St NE | Redmond | WA | 98052 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Silver Shield Foundation | |||||||
| 870 United Nations Plaza | New York | NY | 10017 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Store Front Harlem | |||||||
| 70 east 129th Street | New York | NY | 10035 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Temple Shaaray Tefila | |||||||
| 89 Baldwin Road | Mt Kisco | NY | 10549 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Westchester Jewish Community Servic | |||||||
| 845 North Broadway | White Plains | NY | 10603 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $876,850 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $132,472 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $160,565 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $293,037 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $293,037 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard Kandel | PersonNm |
| Short Explanation | Kandel & Company Management Services$35,000Kandel & CompanyAccounting and Tax Preparation$15,000 | ShortExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CBRE Clarion Global REIT | $1,345,179 | $1,078,800 |
| Morgan Stanley | ||
| Petroleo Brasileiro SA | $97,921 | $43,800 |
| Petroleo Brasileiro SA | $614,605 | $182,500 |
| Broadcom Corp | ||
| Nvidia Corp | $108,634 | $100,250 |
| Nvidia Corp | $425,604 | $401,000 |
| United States Steel | $129,479 | $71,240 |
| Youku Inc | $99,828 | $71,240 |
| Apple Inc | $109,070 | $154,532 |
| Apple Inc | $110,064 | $154,532 |
| Apple Inc | $1,057,261 | $1,545,320 |
| Chesapeake Energy | $99,254 | $117,420 |
| Chesapeake Energy | $519,256 | $587,100 |
| Chesapeake Energy | $96,990 | $117,420 |
| CXS Corp | ||
| Kinder Morgan Inc | $123,586 | $148,085 |
| Lloyds Banking Group PLC | $48,778 | $46,400 |
| Market Vectors Gold Miners | $74,192 | $64,330 |
| Royal Dutch Shell CL-B | ||
| Stanley Black & Deeker Inc | ||
| Kinder Morgan Inc | $108,443 | $126,930 |
| Market Vectors Gold Miners | $105,300 | $91,900 |
| Petroleo Brasileiro SA | $96,100 | $73,000 |
| Seventy Seven Energy Inc | $31,760 | $11,588 |
| Seventy Seven Energy Inc | $5,910 | $2,315 |
| Seventy Seven Energy Inc | $6,067 | $2,315 |
| Youku Inc | $120,639 | $89,050 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Crestwood Capital | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,500,000 | BookValueAmt |
| EOYFMV | $1,953,534 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prepaid Excise Tax | Desc |
| BOY Book Value | $15,669 | BOYBookValueAmt |
| EOY Book Value | $10,628 | EOYBookValueAmt |
| EOYFMV | $10,628 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank & Wire Fees | $536 | $536 | |
| Filing Fee | $250 | $250 | |
| Investment & Custody Fees | $20,428 | $20,428 | |
| Public Notice | $140 | $140 | |
| Publication Notice | $1,285 | $1,285 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax -2014 | CategoryTxt |
| Amt | $5,041 | Amt |
Comments