ELIAS AND SONJA RAND CHARITABLE FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ELIAS AND SONJA RAND CHARITABLE FOUNDATION INC (EIN 13-4074575)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201401339349101470
- Schema version
- 2013v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T11:19:11-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132560393 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA - SUITE 3000 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10119 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134074575 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIAS AND SONJA RAND CHARITABLE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELIA | BusinessNameControlTxt |
| Phone | 2126976900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BAKER TILLY ONE PENN PLAZA NO | AddressLine1 |
| Address Line2 | 3000 | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10119 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JERRY GLASSMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126976900 | PhoneNum |
| Signature | 2014-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LILY HUI CPA PARTNER | PreparerPersonNm |
| PTIN | P00168048 | PTIN |
| Phone | 2126976900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,314 | 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 | $941 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $941 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $209 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $600 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $209 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,150 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,150 | 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 |
| Other Expenses Rev And Expnss | $175 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $175 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,275 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,125 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,125 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,697 | CashBOYAmt |
| Cash EOY | $12 | CashEOYAmt |
| Cash EOYFMV | $12 | CashEOYFMVAmt |
| Corporate Stock BOY | $24,109 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,669 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,302 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $29,806 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,681 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,314 | 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 | $29,806 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,681 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,806 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,681 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,806 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,681 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,806 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,125 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,681 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,681 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 25.000 SHS BLACKROCK EQ DIVIDEND C | P | 2010-06-23 | 2013-11-22 | $584 | $376 | $208 | $208 |
| 0.685 SHS BLACKROCK EQ DIVIDEND C | P | 2013-10-18 | 2013-11-22 | $16 | $15 | $1 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $209 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,385 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $33,010 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.102545 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,165 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $33,402 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064816 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $156 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $32,073 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.004864 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,740 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $34,090 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.080375 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,575 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $36,618 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070321 | DistributionYr5Rt |
| Total Distribution | 0.322921 | TotalDistributionRt |
| Average Distribution | 0.064584 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $28,679 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,852 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,862 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,125 | 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 | $10 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $10 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BAKER TILLY VIRCHOW KRAUSE LP | IndividualWithBooksNm |
| Phone | 2126976900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA SUITE 3000 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10119 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| RUSSELL MARLOW | ||||||||
| 2 SOUTH END AVENUE | NEW YORK | NY | 10280 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| NELSON H WILLICK | ||||||||
| 551 FIFTH AVENUE | NEW YORK | NY | 10176 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JERRY GLASSMAN | ||||||||
| C/O BTVK ONE PENN PLAZA SUITE 3000 | NEW YORK | NY | 10119 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,764 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $352 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,116 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,116 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $437 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,679 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,434 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,434 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10 | TotalTaxAmt |
| Distributable Before Adj | $1,424 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,424 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,424 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,125 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,125 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,115 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,424 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,452 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,452 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,125 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,424 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,701 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,153 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,153 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,452 | ExcessFromYear1Amt |
| Excess From Current Year | $4,701 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ANDRUS | ||||||||
| 1156 NORTH BROADWAY | YONKERS | NY | 10701 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $500 | |
| DOCTORS WITHOUT BORDER USA | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $200 | |
| EAST END HOSPICE | ||||||||
| 481 WESTHAMPTON-RIVERHEARD ROAD PO | WESTHAMPTON BEACH | NY | 119787048 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $500 | BOX 1048 |
| GUILD HALL | ||||||||
| 158 MAIN STREET | EAST HAMPTON | NY | 11937 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $500 | |
| HORACE MANN SCHOOL | ||||||||
| 231 WEST 246TH STREET | BRONX | NY | 10471 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $500 | |
| PARTNERS IN HEALTH | ||||||||
| 888 COMMONWEALTH AVE 3RD FL | BOSTON | MA | 02215 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $500 | |
| PLANNED PARENTHOOD | ||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $500 | |
| SAVE THE CHILDREN | ||||||||
| 54 WILTON ROAD | WESTPORT | CT | 06880 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $200 | |
| THE HENRY ST SETTLEMENT | ||||||||
| 265 HENRY STREET | NEW YORK | NY | 10002 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $500 | |
| THE JOE TORRE SAFE AT HOME FDN | ||||||||
| PO BOX 1037 MIDTOWN STATION | NEW YORK | NY | 10018 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $500 | |
| THE PERLMAN MUSIC PROGRAM | ||||||||
| 19 WEST 69TH STREET SUITE 304 | NEW YORK | NY | 10023 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $500 | |
| THE WORLD FOOD PROGRAMME | ||||||||
| 1725 EYE STREET NW SUITE 510 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $700 | |
| UNIVERSITY SETTLEMENT | ||||||||
| 184 ELDRIDGE STREET | NEW YORK | NY | 10002 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $941 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $209 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,150 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,150 | 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 (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 133.5520 SHS GOLDMAN SACHS GROWTH OPPORTUNITY FUNC C | $2,677 | $3,456 |
| 170.2330 SHS ALLIANCE BERNSTEIN SMALL/MID CAP VALUE CL C | $2,771 | $3,727 |
| 451.9960 SHS NEUBERGER BERMAN INTL LARGE CAP FD CL C | $3,659 | $5,018 |
| 372.5800 SHS BLACKROCK EQUITY DIVIDEND FD C | $5,355 | $8,344 |
| 894.3630 SHS PIMCO TOTAL RETURN FD CL C | $10,207 | $9,757 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS DEPT OF LAW | $25 | $0 | $25 |
| MERRIL LYNCH FEES | $150 | $150 | $0 |
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