DORIS & STANLEY TANANBAUM FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DORIS & STANLEY TANANBAUM FOUNDATION (EIN 13-7161531)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201543209349102284
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T13:32:30-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132550103 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D'ARCANGELO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WESTCHESTER AVE SUITE N-400 | AddressLine1Txt |
| City | RYE BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105731301 | 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 | 137161531 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DORIS & STANLEY TANANBAUM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORI | BusinessNameControlTxt |
| Phone | 9149644600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WESTCHESTER AVE NO N-400 | AddressLine1Txt |
| City | RYE BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105731301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STANLEY TANANBUAM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9149644600 | PhoneNum |
| Signature | 2015-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES R D'ARCANGELO | PreparerPersonNm |
| PTIN | P00836264 | PTIN |
| Phone | 9146944600 | PhoneNum |
| Preparation | 2015-11-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | 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 | $12,708,279 | 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 | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $452,217 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $452,217 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$118,009 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,537,377 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $23 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $23 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $334,236 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $452,245 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,520 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,520 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,046 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,935 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,111 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $46,020 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45,270 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,586 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,725 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,861 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $963,682 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $545,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,035,268 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,725 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $561,861 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$701,032 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $397,520 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,416 | CashBOYAmt |
| Cash EOY | $155,859 | CashEOYAmt |
| Cash EOYFMV | $155,859 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $113,360 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $496,428 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $496,428 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,107,900 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,800,526 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,800,526 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,548,268 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,976,263 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,976,263 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,296,057 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,968,853 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,968,853 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,630,846 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,310,350 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,310,350 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,723,847 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,708,279 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,708,279 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $5,775 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $5,775 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $5,775 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,775 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $13,055,970 | CapitalStockBOYAmt |
| Capital Stock EOY | $13,055,970 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$337,898 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$353,466 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,718,072 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,702,504 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,723,847 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,708,279 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,718,072 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$701,032 | ExcessRevenueOverExpensesAmt |
| Other Increases | $685,464 | OtherIncreasesAmt |
| Subtotal | $12,702,504 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,702,504 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $2,537,377 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,655,386 | CostOrOtherBasisAmt |
| Gain Or Loss | -$118,009 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$118,009 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$118,009 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,241,372 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,607,149 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.098466 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,728 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,012,065 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000594 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $496,764 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,057,051 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044927 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $433,333 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,074,546 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043013 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $460,128 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,322,152 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049359 | DistributionYr5Rt |
| Total Distribution | 0.236359 | TotalDistributionRt |
| Average Distribution | 0.047272 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,683,904 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $599,594 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,975 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $603,569 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $561,861 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,950 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,950 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,950 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,355 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $12,355 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,405 | OverpaymentAmt |
| Applied To ES Tax | $4,405 | 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 | D'ARCANGELO COLLP | IndividualWithBooksNm |
| Phone | 9146944600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WESTCHESTER AVENUE SUITE N-400 | AddressLine1Txt |
| City | RYE BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105731301 | 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 (3 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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DORIS TANANBAUM | |||||||||||
| 16 PLEASANT RIDGE ROAD | HARRISON | NY | 10528 | SETTLOR/TRUSTEE | 0.00 | $0 | $0 | $0 | |||
| STANLEY TANANBAUM | |||||||||||
| 16 PLEASANT RIDGE ROAD | HARRISON | NY | 10528 | SETTLOR/TRUSTEE | 1.00 | $0 | $0 | $0 | |||
| RICKI CONWAY | |||||||||||
| TRUSTEE | 0.00 | $0 | $0 | $0 | 47 CHESTER SQUARE | LONDON | UK | ||||
| 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 | $12,679,848 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $197,212 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,877,060 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,877,060 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $193,156 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,683,904 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $634,195 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $634,195 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,950 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,950 | TotalTaxAmt |
| Distributable Before Adj | $626,245 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $626,245 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $626,245 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $561,861 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $561,861 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $561,861 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $626,245 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $521,234 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $561,861 | QualifyingDistributionsAmt |
| Applied To Year1 | $521,234 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,627 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $585,618 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DORIS TANANBAUM | ContributingManagerNm |
| Contributing Manager | STANLEY TANANBAUM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COLUMBIA UNIVERSITY DEPT OF OPHTHALMOGY | |||||||
| 635 WEST 165TH STREET BOX 20 | NEW YORK | NY | 10032 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $50,000 |
| HARRISON FIRE DEPARTMENT | |||||||
| 206 HARRISON AVENUE | HARRISON | NY | 10528 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $2,000 |
| HARRISON POLICE ASSOCIATION | |||||||
| 650 NORTH STREET | HARRISON | NY | 10528 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $25,000 |
| HARRISON VOLUNTEER AMBULANCE CORPS INC | |||||||
| 2 PLEASANT RIDGE ROAD | HARRISON | NY | 10528 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $2,500 |
| HARVARD-WESTLAKE SCHOOL | |||||||
| 700 NORTH FARING ROAD | LOS ANGELES | CA | 90077 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $50,000 |
| HOMES FOR LIFE FOUNDATION | |||||||
| 1106 BERKELEY ROAD | WILMINGTON | DE | 19807 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $418,682 |
| JEWISH THEOLOGICAL SEMINARY | |||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $25,000 |
| LAURENCE SCHOOL | |||||||
| 13639 VICTORY BLVD | VALLEY GLEN | CA | 91401 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $25,000 |
| MAYO CLINIC | |||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $50,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $110,000 |
| MILSTEIN HEART CENTER | |||||||
| 173 FORT WASHINGTON AVE 4TH FLOOR | NEW YORK | NY | 10032 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $55,500 |
| TREVOR DAY SCHOOL | |||||||
| 566 COLUMBUS AVE | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $50,000 |
| UJA FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $963,682 | 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 | $5 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $452,217 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$118,009 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $334,236 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $334,236 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $24,046 | Amt |
| Net Investment Income | $7,935 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,111 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CHARITABLE SET-ASIDE | IdentifierTxt |
| Form And Line Reference | PART I LINE 25 | FormAndLineReferenceDesc |
| Medium Explanation | PART I LINE 25: DIFFERENCE BETWEEN CONTRIBUTIONS LINE 25 COLUMN (A) AND COLUMN (D)SET-ASIDE FUNDS:IN 2013 $600,000 WAS SET ASIDE FOR THE HOMES FOR LIFE FOUNDATION TO BUILD A NEIGHBORHOOD GROUP HOME FOR ADULTS WITH INTELLECTUAL DIABILITIES. IN JUNE OF 2014, $418,682 OF THESET-ASIDE FUNDS WERE PAID TO THE HOMES FOR LIFE FOUNDATION AND AT THAT TIME THEY PURCHASED AND FURNISHED 2 CONDOS USED TO HOUSE ADULTS WITH INTELLECTUAL DISABILITIES. FOR THE START UP PERIOD AND FULL-PAYMENT PERIOD ALL DISTRIBUTABLE AMOUNTS DETERMINED UNDER CODE SEC 4942(D) WERE PAID. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JP MORGAN 6009 | BondNm |
| EOY Book Value | $1,968,853 | EOYBookValueAmt |
| EOYFMV | $1,968,853 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JP MORGAN 7003 | StockNm |
| EOY Book Value | $3,976,263 | EOYBookValueAmt |
| EOYFMV | $3,976,263 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,800,526 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,800,526 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JP MORGAN 6009 | FMV | $4,306,083 | $4,306,083 |
| GOLDMAN SACHS-GS LIBERTY HARBOR | FMV | $4,267 | $4,267 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $1,520 | LegalFeesAmt |
| Net Investment Income | $1,520 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEES & COMMISSIONS | $45,029 | $45,029 | $0 |
| BANK CHARGES | $241 | $241 | $0 |
| NYS FILING FEE | $750 | $0 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue And Expenses Per Books | $23 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $23 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $23 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/(LOSS) | Desc |
| Amt | $685,464 | Amt |