GD FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GD FOUNDATION INC (EIN 80-0022815)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-05-15
- IRS object ID
- 201541359349100834
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T09:14:37-05:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HECHT AND COMPANY PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 5TH AVENUE - 68TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 101180110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800022815 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GD FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % HECHT AND COMPANY PC | InCareOfNm |
| Business Name Control | GDFO | BusinessNameControlTxt |
| Phone | 2128198000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o HECHT 350 FIFTH AVE | AddressLine1 |
| Address Line2 | Suite 68 FL | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10118 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GILA GOODMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128198000 | PhoneNum |
| Signature | 2015-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN STERN | PreparerPersonNm |
| PTIN | P00180118 | PTIN |
| Phone | 2128198000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,017,436 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,717 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,717 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,941 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,941 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $88,868 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,331,493 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $325,387 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $134,526 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $371,045 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $21,450 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,450 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,650 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $17,650 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,800 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,961 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,771 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $140 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,861 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,771 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,240 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,039 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,039 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,900 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,771 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $93,279 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $31,626 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $363,274 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $752,865 | CashBOYAmt |
| Cash EOY | $270,117 | CashEOYAmt |
| Cash EOYFMV | $270,117 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $54,415 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $80,000 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $80,000 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $1,128,601 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,617,390 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,667,319 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,935,881 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,967,507 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,017,436 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,158,806 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,158,806 | CapitalStockEOYAmt |
| Retained Earning BOY | -$222,925 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$191,299 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,935,881 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,967,507 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,935,881 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,967,507 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,935,881 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $31,626 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,967,507 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,967,507 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 4,500 SH CHILDRENS PLACE | D | 2013-12-31 | $257,691 | $115,020 | $142,671 | $142,671 | |
| 7,500 SH CHILDRENS PLACE | D | 2014-06-20 | $374,992 | $191,700 | $183,292 | $183,292 | |
| 156 SH GOLDMAN SACHS BRIC INST | P | 2014-04-24 | $2,000 | $2,055 | -$55 | -$55 | 2013-12-10 |
| 27 SH GOLDMAN SACHS ENHANCED | P | 2014-04-24 | $254 | $254 | 2013-04-30 | ||
| 87 SH GOLDMAN SACHS GRW STRATEGY | P | 2014-04-24 | $1,137 | $1,117 | $20 | $20 | 2013-12-30 |
| 4568 SH GOLDMAN SACHS HIGH YLD INSTL | P | 2014-04-24 | $33,547 | $33,445 | $102 | $102 | 2013-04-30 |
| 10206 SH GOLDMAN SACHS BRIC INST | P | 2014-04-24 | $130,627 | $136,043 | -$5,416 | -$5,416 | 2007-01-26 |
| 4099 SH GOLDMAN SACHS ENHANCED | P | 2014-04-24 | $38,768 | $38,898 | -$130 | -$130 | 2012-08-22 |
| 4741 SH GOLDMAN SACHS GRW STRATEGY | P | 2014-04-24 | $62,003 | $67,568 | -$5,565 | -$5,565 | 2007-04-18 |
| 44967 SH GOLDMAN SACHS HIGH YLD INSTL | P | 2014-04-24 | $326,001 | $328,464 | -$2,463 | -$2,463 | 2012-08-22 |
| 1800 SH ALLIANCE BERNSTEIN GL HIGH CEG | P | 2014-05-14 | $26,892 | $26,622 | $270 | $270 | 2014-04-24 |
| 1500 SH POWERSHARES ETF DYNA | P | 2014-05-14 | $65,406 | $64,920 | $486 | $486 | 2014-04-24 |
| 75 CALL CHILDRENS PLACE | P | 2014-06-21 | $12,175 | $12,175 | $12,175 | 2014-05-13 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $325,387 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $169,240 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,997,319 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.084734 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $45,227 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $926,357 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048822 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $47,928 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,002,469 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04781 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $22,231 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $732,850 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.030335 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $16,092 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $918,610 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.017518 | DistributionYr5Rt |
| Total Distribution | 0.229219 | TotalDistributionRt |
| Average Distribution | 0.045844 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,858,221 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $85,188 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,633 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $88,821 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $93,279 | 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 | $3,633 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,633 | SubtotalAmt |
| Tax Based On Investment Income | $3,633 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $81 | EsPenaltyAmt |
| Tax Due | $3,714 | TaxDueAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HECHT AND COMPANY PC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128198000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 FIFTH AVE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10118 | ZIPCode |
| 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | Yes (true) | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (true) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | Yes (true) | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| GILA DWECK GOODMAN | ||||||||
| 521 PARK AVE | NEW YORK | NY | 10065 | PRESIDENT/DIRECTOR | 1.0 | $0 | $0 | $0 |
| ISAAC DABAH | ||||||||
| 950 THIRD AVE | NEW YORK | NY | 10022 | SECRETARY/DIRECTOR | 1.0 | $0 | $0 | $0 |
| NAOMI KASSIN | ||||||||
| 521 PARK AVE | NEW YORK | NY | 10065 | DIRECTOR | 5.0 | $21,450 | $0 | $0 |
| MORRIS DABAH SR | ||||||||
| c/o HECHT 350 FIFTH AVE | NEW YORK | NY | 10118 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,349,389 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $457,130 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $80,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,886,519 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,886,519 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,298 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,858,221 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,911 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,911 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,633 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,633 | TotalTaxAmt |
| Distributable Before Adj | $89,278 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $89,278 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $89,278 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $93,279 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $93,279 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,633 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $89,646 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $89,278 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $37,235 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $37,235 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $93,279 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $89,278 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,001 | RemainingDistriFromCorpusAmt |
| Total Corpus | $41,236 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $41,236 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $37,235 | ExcessFromYear1Amt |
| Excess From Current Year | $4,001 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GILA DWECK GOODMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ENCLOSED ATTACHMENT | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HECHT AND COMPANY | AddressLine1 |
| Address Line2 | 350 FIFTH AVE | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10118 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | UNRESTRICTED CHARITABLE PURPOSES | GrantOrContributionPurposeTxt |
| Amt | $54,039 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,039 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,717 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,941 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $325,387 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $371,045 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $371,045 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMORGAN INCOME BUILDER | $205,587 | $203,614 |
| PIMCO INCOME FUND | $102,677 | $103,953 |
| ALLIANCE BERNSTEIN GL HIGH | $47,828 | $43,136 |
| WESTERN ASSET HIGH INCOM OPPTY | $54,270 | $50,490 |
| KKR FIN'L HOLDINGS 7.375 PFD | $75,390 | $78,750 |
| WISDOMTREE EURO SM CAP DIV ETF | $62,040 | $52,410 |
| PIMCO DYNAMIC CREDIT INC FD | $69,500 | $66,300 |
| MSIF GROWTH I | $100,098 | $112,122 |
| AMG YACKTMAN SVC | $200,000 | $219,447 |
| CLEARBRIDGE AGGRESSIVE GRWTH | $250,000 | $269,869 |
| JPMORGAN VALUE ADVANTAGE SELCT | $250,000 | $270,085 |
| SKYBRIDGE MULTI ADSR HF | $200,000 | $197,143 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAL FEES | $7,771 | $7,771 | |
| PUBLIC INSPECTION NOTICE | $140 | $140 | |
| PENALTY | $50 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL EXCISE TAX ON | |
| INVESTMENT INCOME | $1,800 |
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