DANIEL J & EDITH A EHRLICH FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DANIEL J & EDITH A EHRLICH FAMILY FOUNDATION (EIN 13-3977042)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-14
- IRS object ID
- 201532269349100013
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-14T09:06:49-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132620561 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNICK GARBER & SANDLER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133977042 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL J AND EDITH A EHRLICH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANI | BusinessNameControlTxt |
| Phone | 2125340732 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1070 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDITH A EHRLICH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2125340732 | PhoneNum |
| Signature | 2015-08-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MYLES W SCHUMER | PreparerPersonNm |
| PTIN | P01346926 | PTIN |
| Phone | 2125573900 | PhoneNum |
| Preparation | 2015-08-03 | PreparationDt |
| 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 | $1,906,620 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $101 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $101 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $40,037 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,037 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,894 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $266,730 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,894 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $56,032 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,032 | 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 | $19,873 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,028 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,569 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,389 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $350 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,442 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,417 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $296,545 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $296,545 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $334,987 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,417 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $296,895 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$278,955 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,615 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $324,433 | CashBOYAmt |
| Cash EOY | $97,179 | CashEOYAmt |
| Cash EOYFMV | $97,179 | CashEOYFMVAmt |
| Corporate Stock BOY | $697,551 | CorporateStockBOYAmt |
| Corporate Stock EOY | $796,619 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,748,205 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $200,763 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $49,994 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $61,236 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,222,747 | TotalAssetsBOYAmt |
| Total Assets EOY | $943,792 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,906,620 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,222,747 | RetainedEarningBOYAmt |
| Retained Earning EOY | $943,792 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,222,747 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $943,792 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,222,747 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $943,792 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,222,747 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$278,955 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $943,792 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $943,792 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY - NOMINEE L/T GAINS | P | $193,520 | $179,011 | $14,509 | $14,509 |
| MORGAN STANLEY - NOMINEE S/T GAINS | P | $73,210 | $71,825 | $1,385 | $1,385 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,894 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $124,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,682,613 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.074141 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $140,475 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,538,948 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.091280 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $94,737 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,477,859 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064104 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $113,583 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,095,938 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.103640 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $119,016 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $797,903 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.149161 | DistributionYr5Rt |
| Total Distribution | 0.482326 | TotalDistributionRt |
| Average Distribution | 0.096465 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,012,159 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $194,103 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $436 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $194,539 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $296,895 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $436 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $436 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $436 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,760 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,760 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,324 | OverpaymentAmt |
| Applied To ES Tax | $11,324 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | EDITH A EHRLICH | IndividualWithBooksNm |
| Phone | 2125340732 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1070 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EDITH A EHRLICH | ||||||||
| 1070 PARK AVENUE | NEW YORK | NY | 10128 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| NINA FOLEY | ||||||||
| 54 SEA CLIFF AVENUE | SEA CLIFF | NY | 11579 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,833,819 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $208,982 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,042,801 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,042,801 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,642 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,012,159 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $100,608 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $100,608 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $436 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $436 | TotalTaxAmt |
| Distributable Before Adj | $100,172 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $100,172 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $100,172 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $296,895 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $296,895 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $436 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $296,459 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,172 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $79,439 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $59,170 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,939 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $64,331 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $52,372 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $279,251 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $296,895 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $100,172 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $196,723 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $475,974 | 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 | $79,439 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $396,535 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $59,170 | ExcessFromYear4Amt |
| Excess From Year3 | $23,939 | ExcessFromYear3Amt |
| Excess From Year2 | $64,331 | ExcessFromYear2Amt |
| Excess From Year1 | $52,372 | ExcessFromYear1Amt |
| Excess From Current Year | $196,723 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EDITH A EHRLICH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1070 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2125340732 | RecipientPhoneNum |
| Form And Info And Materials | LETTER WITH EXPLANATION OF ORGANIZATION'S FUNCTION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| 92ND STREET Y | ||||||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PC | CHARITABLE | $1,000 | |||
| AMERICAN CHOICE COMMITTEE | ||||||||||
| 91 CLAREMONT AVENUE | NEW YORK | NY | 10027 | NONE | PC | CHARITABLE | $500 | |||
| AMERICAN CRAFT COUNCIL | ||||||||||
| 1224 MARSHALL STREET NE SUITE 200 | MINNEAPOLIS | MN | 55413 | NONE | PC | CHARITABLE | $200 | |||
| BANK STREET COLLEGE OF EDUCATION | ||||||||||
| 610 WEST 112TH STREET | NEW YORK | NY | 10025 | NONE | PC | CHARITABLE | $100 | |||
| BUTTERFIELD MEMORIAL LIBRARY | ||||||||||
| 10 MORRIS AVENUE | COLD SPRINGS | NY | 10516 | NONE | PC | CHARITABLE | $100 | |||
| CFILE FOUNDATION | ||||||||||
| 223 NORTH GUADALUPE STREET | SANTE FE | NM | 87501 | NONE | PC | CHARITABLE | $100 | |||
| CAMPHILL VILLAGE | ||||||||||
| 84 CAMPHILL ROAD | COPAKE | NY | 12516 | NONE | PC | CHARITABLE | $10,000 | |||
| CITYMEALS-ON-WHEELS | ||||||||||
| 355 LEXINGTON AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE | $2,000 | |||
| CIVITAS | ||||||||||
| 1457 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PC | CHARITABLE | $100 | |||
| CORPORATE ANGEL NETWORK | ||||||||||
| 1 LOOP ROAD WESTCHESTER CO AIRPORT | WHITE PLAINS | NY | 10604 | NONE | PC | CHARITABLE | $500 | |||
| CRAFT EMERGENCY RELIEF FUND | ||||||||||
| 28 ELM STREET | MONTPELIER | VT | 05602 | NONE | PC | CHARITABLE | $150 | |||
| DANCE COLLECTIVE | ||||||||||
| 463 WEST STREET - 953H | NEW YORK | NY | 10014 | NONE | PC | CHARITABLE | $200 | |||
| DEPOT THEATRE | ||||||||||
| PO BOX 414 | WESTPORT | NY | 12993 | NONE | PC | CHARITABLE | $200 | |||
| DESMOND FISH LIBRARY | ||||||||||
| 472 ROUTE 403 PO BOX 265 | GARRISON | NY | 10524 | NONE | PC | CHARITABLE | $3,200 | |||
| DIA ART FOUNDATION | ||||||||||
| 535 WEST 22ND STREET FLOOR 4 | NEW YORK | NY | 10011 | NONE | PC | CHARITABLE | $250 | |||
| DOCTORS WITHOUT BORDERS | ||||||||||
| 333 SEVENTH AVENUE | NEW YORK | NY | 100015004 | NONE | PC | CHARITABLE | $5,000 | |||
| FARM AND WILDERNESS | ||||||||||
| 263 FARM AND WILDERNESS ROAD | PLYMOUTH | VT | 05056 | NONE | PC | CHARITABLE | $2,000 | |||
| FINCA INTERNATIONAL | ||||||||||
| 1101 14TH STREET NW 11TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE | $1,000 | |||
| FOOD BANK OF HUDSON VALLEY | ||||||||||
| 195 HUDSON STREET | CORNWALL ON HUDSON | NY | 12520 | NONE | PC | CHARITABLE | $200 | |||
| FOUNDATION FOR CONTEMPORARY ARTS | ||||||||||
| 820 GREENWICH STREET | NEW YORK | NY | 10014 | NONE | PC | CHARITABLE | $100 | |||
| FOUNTAIN HOUSE | ||||||||||
| 425 WEST 47TH STREET | NEW YORK | NY | 10036 | NONE | PC | CHARITABLE | $300 | |||
| FRACTURED ATLAS | ||||||||||
| 248 WEST 35TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE | $250 | |||
| FRIENDS OF PORT ROWING | ||||||||||
| 666 OLD COUNTRY ROAD SUITE 300 | GARDEN CITY | NY | 11530 | NONE | PC | CHARITABLE | $2,000 | |||
| FRIENDS OF THE SMITHSONIAN | ||||||||||
| PO BOX 37012 SIB 494 MRC 035 | WASHINGTON | DC | 20013 | NONE | PC | CHARITABLE | $195 | |||
| FUND FOR THE AGED INC | ||||||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | NONE | PC | CHARITABLE | $250 | |||
| GARRISON ART CENTER | ||||||||||
| 23 GARRISON LANDING | GARRISON | NY | 10524 | NONE | PC | CHARITABLE | $25,000 | |||
| GLEN COVE ANIMAL SHELTER | ||||||||||
| 40 SHORE ROAD | GLEN COVE | NY | 11542 | NONE | PC | CHARITABLE | $1,000 | |||
| HABITAT FOR HUMANITY | ||||||||||
| 270 PEACHTREE STREET NW SUITE 1300 | ATLANTA | GA | 30303 | NONE | PC | CHARITABLE | $2,000 | |||
| HENRY STREET SETTLEMENT | ||||||||||
| 334 MADISON STREET | NEW YORK | NY | 10002 | NONE | PC | CHARITABLE | $25,000 | |||
| HORSEABILITY | ||||||||||
| 238 ROUND SWAMP ROAD | MELVILLE | NY | 11747 | NONE | PC | CHARITABLE | $5,000 | |||
| HUDSON VALLEY SHAKESPEARE FESTIVAL | ||||||||||
| 140 MAIN STREET | COLD SPRING | NY | 10516 | NONE | PC | CHARITABLE | $300 | |||
| HUMAN RIGHTS WATCH | ||||||||||
| 350 5TH AVENYE FLOOR 34 | NEW YORK | NY | 10118 | NONE | PC | CHARITABLE | $100 | |||
| INTERNATIONAL RESCUE COMMITTEE | ||||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PC | CHARITABLE | $1,000 | |||
| JEWISH BOARD OF FAMILY & CHILDREN'S SERVICES | ||||||||||
| 135 WEST 50TH STREET | NEW YORK | NY | 10020 | NONE | PC | CHARITABLE | $25,000 | |||
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||
| 1311 MAMARONECK AVENUE SUITE 310 | WHITE PLAINS | NY | 10605 | NONE | PC | CHARITABLE | $200 | |||
| LLS | ||||||||||
| 529 5TH AVENUE | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE | $100 | |||
| MANHATTAN CHILDRENS CENTER | ||||||||||
| 124 WEST 95TH STREET | NEW YORK | NY | 10025 | NONE | PC | CHARITABLE | $500 | |||
| NATIONAL AUDUBON SOCIETY | ||||||||||
| 225 VARICK STREET 7TH FLOOR | NEW YORK | NY | 10014 | NONE | PC | CHARITABLE | $500 | |||
| NEW YORK PRESBYTERIAN HOSPITAL | ||||||||||
| 5141 BROADWAY | NEW YORK | NY | 10034 | NONE | PC | CHARITABLE | $2,500 | |||
| NEW YORK PUBLIC RADIO | ||||||||||
| 160 VARICK STREET | MEW YORK | NY | 10013 | NONE | PC | CHARITABLE | $5,000 | |||
| NORTH SHORE INN | ||||||||||
| PO BOX 168 | GLEN COVE | NY | 11542 | NONE | PC | CHARITABLE | $5,000 | |||
| NORTHSIDE CENTER FOR CHILD DEVELOPMENT | ||||||||||
| 1301 FIFTH AVENUE | NEW YORK | NY | 10029 | NONE | PC | CHARITABLE | $7,000 | |||
| NYT NEEDIEST CASES FUND | ||||||||||
| 620 8TH AVENUE | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE | $4,000 | |||
| OPEN SPACE INSTITUTE | ||||||||||
| 1350 BROADWAY | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE | $1,000 | |||
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE | $1,000 | |||
| QUEENS THEATRE | ||||||||||
| 14 UNITED NATIONS AVENUE SOUTH | FLUSHING | NY | 11368 | NONE | PC | CHARITABLE | $1,000 | |||
| RACINE ART MUSEUM | ||||||||||
| 441 MAIN STREET | RACINE | WI | 53403 | NONE | PC | CHARITABLE | $500 | |||
| REHABILITATION THROUGH THE ARTS | ||||||||||
| 12 HUNTVILLE ROAD | KATONAH | NY | 105362002 | NONE | PC | CHARITABLE | $2,200 | |||
| RESIDENTS FOR A MORE BEAUTIFUL PORT WASHINGTON | ||||||||||
| PO BOX 864 | PORT WASHINGTON | NY | 11050 | NONE | PC | CHARITABLE | $5,000 | |||
| RIVERKEEPER | ||||||||||
| 20 SECOR ROAD | OSSINING | NY | 10562 | NONE | PC | CHARITABLE | $2,000 | |||
| SAN ANGELO MUSEUM OF FINE ARTS | ||||||||||
| ONE LOVE STREET | SAN ANGELO | TX | 76903 | NONE | PC | CHARITABLE | $100,000 | |||
| SCENIC HUDSON | ||||||||||
| ONE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 12601 | NONE | PC | CHARITABLE | $20,000 | |||
| SERRV | ||||||||||
| 122 STATE STREET SUITE 600 | MADISON | WI | 53703 | NONE | PC | CHARITABLE | $200 | |||
| ST MARK SCHOOL | ||||||||||
| 2602 EAST 19TH STREET | BROOKLYN | NY | 11235 | NONE | PC | CHARITABLE | $10,000 | |||
| ST JOSEPH INDIAN SCHOOL | ||||||||||
| 1301 NORTH MAIN STREET BOX 89 | CHAMBERLAIN | SD | 57325 | NONE | PC | CHARITABLE | $200 | |||
| STANLEY ISAACS NEIGHBORHOOD CENTER | ||||||||||
| 415 EAST 93RD STREET | NEW YORK | NY | 10128 | NONE | PC | CHARITABLE | $100 | |||
| THE PAPER | ||||||||||
| 69 MAIN STREET | COLD SPRING | NY | 10516 | NONE | PC | CHARITABLE | $150 | |||
| THE STUDIO POTTER | ||||||||||
| PO BOX 352 | MANCHESTER | NH | 03105 | NONE | PC | CHARITABLE | $100 | |||
| THERAPEUTIC EQUESTRIAN CENTER | ||||||||||
| PO BOX 367 | COLD SPRING | NY | 10516 | NONE | PC | CHARITABLE | $300 | |||
| TREES NY | ||||||||||
| 51 CHAMBERS STREET SUITE 1412A | NEW YORK | NY | 10007 | NONE | PC | CHARITABLE | $100 | |||
| UNIVERSITY OF SAINT ANDREWS AMERICAN FOUNDATION INC | ||||||||||
| NONE | PC | CHARITABLE | $5,000 | 91 NORTH STREET | FIFE | UK | ||||
| MORNINGSIDE FRIENDS MEETING | ||||||||||
| 91 CLAREMONT AVENUE | NEW YORK | NY | 10027 | NONE | PC | CHARITABLE | $1,000 | |||
| VILLAGE OF COLD SPRING | ||||||||||
| PO BOX 81 | COLD SPRING | NY | 10516 | NONE | PC | CHARITABLE | $100 | |||
| VISITING NURSE SERVICE | ||||||||||
| 107 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | CHARITABLE | $3,000 | |||
| WESTBURY FRIENDS ACADEMY | ||||||||||
| 550 POST AVENUE | WESTBURY | NY | 11590 | NONE | PC | CHARITABLE | $2,000 | |||
| WMHT | ||||||||||
| 4 GLOBAL VIEW | TROY | NY | 121808368 | NONE | PC | CHARITABLE | $500 | |||
| WNET | ||||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | PC | CHARITABLE | $2,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $296,545 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $101 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,037 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,894 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $56,032 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,032 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $22,734 | $67,530 |
| ABBVIE INC | $24,654 | $98,160 |
| ALLSCRIPTS HEALTHCARE SOLU INC | $40,077 | $34,390 |
| COMCAST | $20,499 | $318,450 |
| COSTCO WHOLESALE CORP | $78,345 | $106,313 |
| COVIDIEN PLC | $43,795 | $78,347 |
| CROWN CASTLE INTL | $29,967 | $31,008 |
| DIRECT TV | $17,317 | $76,296 |
| EMC CORP MASS | $25,565 | $59,480 |
| ENERGY TRANS EQUITY LP | $15,153 | $34,428 |
| HAIN CELESTIAL GROUP | $39,836 | $59,806 |
| INTL BUSINESS MACHINES CORP | $954 | $119,528 |
| INTL FLAVORS & FRAGRANCES | $66,915 | $101,360 |
| JOHNSON & JOHNSON | $57 | $104,570 |
| LIBERTY MEDIA CORP SER A | $1,446 | $10,475 |
| MALLINCKRODT PUBLIC LTD | $4,385 | $9,903 |
| NESTLE | $75,363 | $84,428 |
| ONEOK, INC. | $26,142 | $25,941 |
| PFIZER | $39,313 | $52,706 |
| SMUCKER JM CO | $52,960 | $60,588 |
| SPECTRA ENERGY CORP | $14,568 | $14,520 |
| AGILENT TECHNOLOGIES | $36,188 | $34,676 |
| BRISTOL MEYERS SQUIBB | $50,005 | $52,360 |
| KEYSIGHT TECH | $13,802 | $14,285 |
| LIBERTY MEDIA CORP SER C | $2,761 | $20,808 |
| ONE GAS | $3,789 | $5,359 |
| SONY CORP | $48,608 | $61,410 |
| LIBERTY BROADBAND CORP CLASS A | $476 | $3,707 |
| LIBERTY BROADBAND CORP CLASS B | $945 | $7,373 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VANGUARD | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $49,994 | BookValueAmt |
| EOYFMV | $61,236 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $6,830 | $0 | $0 |
| CUSTODIAL AGENT FEES | $11,294 | $11,294 | $0 |
| BANK FEES | $95 | $95 | $0 |
| FILING FEES | $250 | $0 | $250 |
| MISCELLANEOUS | $100 | $0 | $100 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN WITHHOLDING TAX | $1,028 | $1,028 | $0 |
| FEDERAL EXCISE TAX | $18,845 | $0 | $0 |
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