THEODORE AND RENEE WEILER FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
THEODORE AND RENEE WEILER FOUNDATION INC (EIN 13-6181441)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-04-28
IRS object ID
201421189349100217
Schema version
2013v3.1
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

FieldValueIRS element (for citing)
Return2014-04-28T14:19:14-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KANDEL & COMPANYBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16800 Jericho Turnpike Suite 206EAddressLine1
CitySyossetCity
StateNYState
ZIP Code11791ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136181441EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Theodore & Renee Weiler Foundation IncBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlTHEOBusinessNameControlTxt
Phone5164969195PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16800 Jericho TurnpikeAddressLine1
CitySyossetCity
StateNYState
ZIP Code11791ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRichard KandelPersonNm
Person TitleSecretaryPersonTitleTxt
Signature2014-04-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRichard KandelPreparerPersonNm
PTINP00167249PTIN
Phone5164969195PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,660,757FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$123,475DividendsRevAndExpnssAmt
Dividends Net Invst Incm$123,475DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$161,560NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,359,848GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$161,560CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$285,035TotalRevAndExpnssAmt
Total Net Invst Incm$285,035TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$15,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$9,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$35,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,000OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$21,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,462TaxesRevAndExpnssAmt
Printing And Pub Rev And Expnss$1,000PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$1,000PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$19,244OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$18,859OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$385OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$72,706TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$38,859TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$31,385TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$974,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$974,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,047,606TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$38,859TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,006,285TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$762,571ExcessRevenueOverExpensesAmt
Net Investment Income$246,176NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$112,229CashBOYAmt
Cash EOY$75,784CashEOYAmt
Cash EOYFMV$75,784CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,645,122SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,001,690SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,001,690SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,013,075CorporateStockBOYAmt
Corporate Stock EOY$5,922,843CorporateStockEOYAmt
Corporate Stock EOYFMV$5,566,399CorporateStockEOYFMVAmt
Other Investments BOY$1,500,000OtherInvestmentsBOYAmt
Other Investments EOY$1,500,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,001,215OtherInvestmentsEOYFMVAmt
Other Assets BOY$8,131OtherAssetsBOYAmt
Other Assets EOY$15,669OtherAssetsEOYAmt
Other Assets EOYFMV$15,669OtherAssetsEOYFMVAmt
Total Assets BOY$9,278,557TotalAssetsBOYAmt
Total Assets EOY$8,515,986TotalAssetsEOYAmt
Total Assets EOYFMV$8,660,757TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$9,278,557CapitalStockBOYAmt
Capital Stock EOY$8,515,986CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$9,278,557TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,515,986TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,278,557TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,515,986TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,278,557TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$762,571ExcessRevenueOverExpensesAmt
Subtotal$8,515,986SubtotalAmt
Tot Net Ast Or Fund Balances EOY$8,515,986TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
2,000 CME Group IncP2011-03-142013-03-06$119,997$116,000$3,997$3,997
10,000 Ford Motor CoP2011-08-082013-05-09$139,997$100,000$39,997$39,997
10,000 Bank of AmericaP2010-10-252013-05-10$129,997$93,600$36,397$36,397
7,000 Cisco SystemsP2010-11-112013-05-21$163,516$132,937$30,579$30,579
2,000 Royal Dutch Shell-CL AP2013-11-122013-12-24$138,074$133,900$4,174$4,174
500 Broadcom CorpP2011-04-272013-04-30$17,765$17,889-$124-$124
4,000 Cisco SystemsP2010-11-112013-05-16$92,749$83,060$9,689$9,689
5,000 Nvidia CorpP2011-03-012013-12-30$79,315$109,502-$30,187-$30,187
20,000 Cisco SystemsP2010-11-162013-05-21$478,438$411,400$67,038$67,038
FieldValueIRS element (for citing)
Capital Gain Net Income$161,560CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$4,174NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,138,987AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$8,578,800NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.13277DistributionYr1Rt
Adjusted Qlfy Distri Yr2$993,541AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,434,297NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.10531DistributionYr2Rt
Adjusted Qlfy Distri Yr3$978,067AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$9,994,217NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.09786DistributionYr3Rt
Adjusted Qlfy Distri Yr4$869,886AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$9,511,868NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.09145DistributionYr4Rt
Adjusted Qlfy Distri Yr5$885,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$10,880,102NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.08139DistributionYr5Rt
Total Distribution0.50878TotalDistributionRt
Average Distribution0.10176AverageDistributionRt
Net Vl Noncharitable Assets$8,310,934NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$845,696AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,462NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$848,158AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,006,285QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,462InvestmentIncomeExciseTaxAmt
Subtotal$2,462SubtotalAmt
Tax Based On Investment Income$2,462TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$18,131EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$18,131TotalPaymentsAndCreditsAmt
Overpayment$15,669OverpaymentAmt
Applied To ES Tax$15,669AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Richard KandelBusinessNameLine1
FieldValueIRS element (for citing)
Phone5164969195PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16800 Jericho Turnpike-Ste 206EAddressLine1
CitySyossetCity
StateNYState
ZIP Code11791ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Richard Kandel
15 W 53rd StreetNew YorkNY10019Treas.-Mgr. Dir8.00$0
Alan Safir
473 Mariner DriveJupiterFL33477Pres.-Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,398,499AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$164,851AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,874,146FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,437,496TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$8,437,496AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$126,562CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,310,934NetVlNoncharitableAssetsAmt
Minimum Investment Return$415,547MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$415,547MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,462TaxBasedOnInvestmentIncomeAmt
Total Tax$2,462TotalTaxAmt
Distributable Before Adj$413,085DistributableBeforeAdjAmt
Distributable Before Ded$413,085DistributableBeforeDedAmt
Distributable As Adjusted$413,085DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,006,285ExpensesAndContributionsAmt
Qualifying Distributions$1,006,285QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,462PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,003,823AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$413,085DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$341,495ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$403,103ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$497,872ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$534,452ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$712,833ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,489,755TotalExcessDistributionCyovAmt
Qualifying Distributions$1,006,285QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$413,085AppliedToCurrentYearAmt
Remaining Distri From Corpus$593,200RemainingDistriFromCorpusAmt
Total Corpus$3,082,955TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$341,495ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,741,460ExcessDistriCyovToNextYrAmt
Excess From Year4$403,103ExcessFromYear4Amt
Excess From Year3$497,872ExcessFromYear3Amt
Excess From Year2$534,452ExcessFromYear2Amt
Excess From Year1$712,833ExcessFromYear1Amt
Excess From Current Year$593,200ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (100 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Actors Fund of America
729 7th AvenueNew YorkNY10011N/APublicGeneral & Capital Purposes, unless noted$5,000
Amer Fdn for AIDS Research
120 Wall StreetNew YorkNY10005N/APublicGeneral & Capital Purposes, unless noted$10,000
American Friends of the Israel Muse
500 5th Avenue-Ste 2540New YorkNY10110N/APublicGeneral & Capital Purposes, unless noted$101,000
Amer Friends of the Israel Philharm
122 East 42nd StreetNew YorkNY10168N/APublicGeneral & Capital Purposes, unless noted$10,000
American Museum of Natural Hist
Central Park WestNew YorkNY10024N/APublicGeneral & Capital Purposes, unless noted$6,500
Ballet Theatre Foundation
890 BroadwayNew YorkNY10003N/APublicGeneral & Capital Purposes, unless noted$5,000
Breast Cancer Research Fdn
60 East 56th StreetNew YorkNY10022N/APublicGeneral & Capital Purposes, unless noted$7,500
Carnegie Hall
881 7th AvenueNew YorkNY10019N/APublicGeneral & Capital Purposes, unless noted$6,500
Crohn's Colitis Foundation
386 Park Avenue SouthNew YorkNY10016N/APublicGeneral & Capital Purposes, unless noted$2,500
Children's Hearing Institute
380 Second AveNew YorkNY10010N/APublicGeneral & Capital Purposes, unless noted$1,500
City Meals on Wheels
355 Lexington AvenueNew YorkNY10017N/APublicGeneral & Capital Purposes, unless noted$6,900
Dancers Group Studio Theater
1360 Mission StreetSan FranciscoCA94103N/APublicGeneral & Capital Purposes, unless noted$10,000
Federal Drugs Agent Fdn
400 Jericho Turnpike - 2nd FloorJerichoNY11753N/APublicGeneral & Capital Purposes, unless noted$15,000
Film Society Lincoln Center
70 Lincoln Center PlazaNew YorkNY10023N/APublicGeneral & Capital Purposes, unless noted$35,500
Greenwich House
224 W 30th St-Ste 302New YorkNY10001N/APublicGeneral & Capital Purposes, unless noted$10,000
Hole in the Wall Gang Fund
555 Long Wharf DriveNew HavenCT06511N/APublicGeneral & Capital Purposes, unless noted$5,000
Israel Air Force Center Fdn
2300 Computer Ave-Ste D-18Willow GrovePA19090N/APublicGeneral & Capital Purposes, unless noted$60,000
Jacob Burns Film Center
405 Manville RoadPleasantvilleNY10570N/APublicGeneral & Capital Purposes, unless noted$13,500
Katonah Museum of Art
134 Jay StreetKatonahNY10536N/APublicGeneral & Capital Purposes, unless noted$1,000
Lee David Pesky Center for Learning
3324 Elder StreetBoiseID83705N/APublicGeneral & Capital Purposes, unless noted$2,500
Lincoln Center Theater
150 West 65th StreetNew YorkNY10023N/APublicGeneral & Capital Purposes, unless noted$10,000
Lymphoma Research Foundation
115 Broadway-13th FloorNew YorkNY10006N/APublicGeneral & Capital Purposes, unless noted$5,000
Maltz Jupiter Theater
1001 E Indiantown RdJupiterFL33477N/APublicGeneral & Capital Purposes, unless noted$17,000
Metropolitan Museum of Art
1000 5th AvenueNew YorkNY10028N/APublicGeneral & Capital Purposes, unless noted$4,500
Metropolitan Opera
Lincoln Center PlazaNew YorkNY10023N/APublicGeneral & Capital Purposes, unless noted$11,000
New York City Ballet
20 Lincoln Center PlazaNew YorkNY10023N/APublicGeneral & Capital Purposes, unless noted$11,000
New York Theater Ballet
30 East 31st StreetNew YorkNY10016N/APublicGeneral & Capital Purposes, unless noted$5,000
North Shore LI Health Systems
125 Community DriveGreat NeckNY11021N/APublicGeneral & Capital Purposes, unless noted$5,000
Norton Museum of Art
1451 S Olive AveW Palm BeachFL33401N/APublicGeneral & Capital Purposes, unless noted$15,000
Ovarian Cancer Research Fund
14 Pennsylvania PlazaNew YorkNY10122N/APublicGeneral & Capital Purposes, unless noted$500
Pave the Way Foundation
47 Farrell StreetLong BeachNY10118N/APublicGeneral & Capital Purposes, unless noted$100,000
Princess Grace Foundation
150 East 58th StreetNew YorkNY10155N/APublicGeneral & Capital Purposes, unless noted$5,000
Kravis Center Performing Arts
701 Okeechobee BlvdW Palm BeachFL33401N/APublicGeneral & Capital Purposes, unless noted$1,000
Roundabout Theatre
231 West 39th StreetNew YorkNY10018N/APublicGeneral & Capital Purposes, unless noted$18,000
SCAN New York Foundation
345 East 102nd StreetNew YorkNY10029N/APublicGeneral & Capital Purposes, unless noted$5,000
School of American Ballet
70 Lincoln Center PlazaNew YorkNY10023N/APublicGeneral & Capital Purposes, unless noted$5,000
USC Shoah Fdn Visual History
650 W 35th Street-Ste 114Los AngelesCA90089N/APublicGeneral & Capital Purposes, unless noted$25,000
WNET-Thirteen
825 Eighth AveNew YorkNY10019N/APublicGeneral & Capital Purposes, unless noted$3,000
United Way-York County
800 East King StreetYorkPA17405N/APublicGeneral & Capital Purposes, unless noted$10,000
White Plains Hospital Center
Davis AvenueWhite PlainsNY10601N/APublicGeneral & Capital Purposes, unless noted$5,000
WITF-TV
4801 Lindle RoadHarrisburgPA17111N/APublicGeneral & Capital Purposes, unless noted$10,000
Women in Need
115 West 31st StreetNew YorkNY10001N/APublicGeneral & Capital Purposes, unless noted$1,000
Hewlett-East Rockaway Jewish Ctr
295 Main StreetEast RockawayNY11518N/APublicGeneral & Capital Purposes, unless noted$6,000
Jupiter Medical Center Foundation
1210 S Old Dixie HwyJupiterFL33458N/APublicGeneral & Capital Purposes, unless noted$1,000
Museum of the Moving Image
35 Avenue 36th StreetAstoriaNY11106N/APublicGeneral & Capital Purposes, unless noted$5,000
Paley Center for Media
25 West 52nd StreetNew YorkNY10019N/APublicGeneral & Capital Purposes, unless noted$25,000
Blythedale Children's Hospital
95 Bradhurst AvenueValhallaNY10595N/APublicGeneral & Capital Purposes, unless noted$10,000
Central Park Conservancy
14 East 60th StreetNew YorkNY10022N/APublicGeneral & Capital Purposes, unless noted$2,500
Alzheimer's Association
225 N Michigan Ave-17th FLChicagoIL60601N/APublicGeneral & Capital Purposes, unless noted$5,000
Amer Friends of Mogen David Adom
5700 Lake Worth RoadLake WorthFL33467N/APublicGeneral & Capital Purposes, unless noted$7,500
Children's Store Front
70 E 129th StreetNew YorkNY10035N/APublicGeneral & Capital Purposes, unless noted$2,000
Federal Enforcement Homeland Securi
150 John F Kennedy ParkwayShort HillsNJ07078N/APublicGeneral & Capital Purposes, unless noted$16,000
Friends Of Ir David
3145 Coney Island AveBrooklynNY11235N/APublicGeneral & Capital Purposes, unless noted$20,000
FSH Society Inc
64 Grove StreetWatertownMA02472N/APublicGeneral & Capital Purposes, unless noted$5,000
NYS Troopers Foundation
3 Airport Park BlvdLathamNY12110N/APublicGeneral & Capital Purposes, unless noted$10,000
ARS Nova
511 West 54th StreetNew YorkNY10019N/APublicGeneral & Capital Purposes, unless noted$2,500
Association of Israel Decorative Ar
110 East 59th St-26th FlNew YorkNY10126N/APublicGeneral & Capital Purposes, unless noted$2,000
Foundation Stone Inc
232 Madison Ave-Rm 608New YorkNY10016N/APublicGeneral & Capital Purposes, unless noted$10,000
Second Stage Theatre
305 W 43rd StreetNew YorkNY10036N/APublicGeneral & Capital Purposes, unless noted$3,500
St Francis Food Pantries Shelter
450 7th AvenueNew YorkNY10123N/APublicGeneral & Capital Purposes, unless noted$5,000
Street Squash
40 W 116th StreetNew YorkNY10026N/APublicGeneral & Capital Purposes, unless noted$1,000
Admiral's Cove Cares Charitable Fdn
200 Admirals Cove BlvdJupiterFL33477N/APublicGeneral & Capital Purposes, unless noted$2,000
Hebrew University
1 Battery Park Plaza-25th FLNew YorkNY10004N/APublicGeneral & Capital Purposes, unless noted$1,000
Berkshire Farm Ctr Services for You
13640 Route 22CanaanNY12029N/APublicGeneral & Capital Purposes, unless noted$1,000
Jewish Adoption Foster Care Options
4200 N University DriveSunriseFL33351N/APublicGeneral & Capital Purposes, unless noted$1,000
Jewish Institute Nat'l Security Aff
1307 New York Ave NWWashingtonDC20005N/APublicGeneral & Capital Purposes, unless noted$27,000
One Jerusalem Charitable Educationa
136 East 39th StreetNew YorkNY10016N/APublicGeneral & Capital Purposes, unless noted$20,000
Thoughline Artists Inc
15 West 53rd StreetNew YorkNY10019N/APublicGeneral & Capital Purposes, unless noted$20,000
Wildlife Conservation Society
2300 Southern BlvdBronxNY10460N/APublicGeneral & Capital Purposes, unless noted$5,000
Kaufman Music Center
129 West 67th StreetNew YorkNY10023N/APublicGeneral & Capital Purposes, unless noted$1,000
Let's Get Ready
50 Broadway-Ste 806New YorkNY10004N/APublicGeneral & Capital Purposes, unless noted$5,000
Reflective Image
10 Arkansas St-Ste FSan FranciscoCA94107N/APublicGeneral & Capital Purposes, unless noted$10,000
The 3E Fund
459 Columbus Ave 272New YorkNY10024N/APublicGeneral & Capital Purposes, unless noted$5,000
Wounded Warrior Project
4899 Belfort Road-Ste 300JacksonvilleFL32256N/APublicGeneral & Capital Purposes, unless noted$5,000
Children's Medical Center
125 Community DriveGreat NeckNY11021N/APublicGeneral & Capital Purposes, unless noted$15,000
Alvin Ailey Dance Foundation
405 West 55th StreetNew YorkNY10102N/APublicGeneral & Capital Purposes, unless noted$1,000
American Friends of Kolot
27 W 72nd Street 702New YorkNY10023N/APublicGeneral & Capital Purposes, unless noted$10,000
American Israel Cultural Foundation
1140 Broadway-Ste 304New YorkNY10001N/APublicGeneral & Capital Purposes, unless noted$1,000
ASOLO Repertory Theatre
5555 N Tamiami TrailSarasotaFL32243N/APublicGeneral & Capital Purposes, unless noted$5,000
Brain Behavior Reasearch Foundation
90 Park Ave-16th FloorNew YorkNY10016N/APublicGeneral & Capital Purposes, unless noted$1,000
Caramoor Center for Music Arts
PO Box 816KatonahNY10536N/APublicGeneral & Capital Purposes, unless noted$1,500
Central Synagogue
652 Lexington AveNew YorkNY10022N/APublicGeneral & Capital Purposes, unless noted$2,500
Children's Theatre Company
526 W 26th Street-Ste 1012New YorkNY10001N/APublicGeneral & Capital Purposes, unless noted$7,500
City Squash
PO Box 619-Fordham StationNew YorkNY10458N/APublicGeneral & Capital Purposes, unless noted$1,000
DEA Survivors Benefit Fund
2020 Pennsylvania Ave NWWashingtonDC20006N/APublicGeneral & Capital Purposes, unless noted$5,500
Friends In Deed
594 Broadway-Ste 706New YorkNY10012N/APublicGeneral & Capital Purposes, unless noted$5,000
Gabrielle's Angle Fdn-Cancer Resear
14 Penn Plaza-Ste 1704New YorkNY10122N/APublicGeneral & Capital Purposes, unless noted$5,000
Icahn School of Medicine
One Gustave Levy PlaceNew YorkNY10029N/APublicGeneral & Capital Purposes, unless noted$1,000
ICE Foundation
9267 Glen Meadow LaneBristowVA20136N/APublicGeneral & Capital Purposes, unless noted$5,000
Jacob's Pillow Dance
358 George Carter RdBecketMA01223N/APublicGeneral & Capital Purposes, unless noted$5,000
Jewish Assoc Services for the Aged
247 W 37th St-8th FLNew YorkNY10018N/APublicGeneral & Capital Purposes, unless noted$1,000
Mandel JCC of the Palm Beaches
8500 Jog RoadBoynton BeachFL33472N/APublicGeneral & Capital Purposes, unless noted$5,000
Musicals Tonight
150 W 79th StreetNew YorkNY10024N/APublicGeneral & Capital Purposes, unless noted$1,000
New Jersey Theatre Alliance
8 Marcella AveWest OrangeNJ07052N/APublicGeneral & Capital Purposes, unless noted$25,000
NYU Langone Medical Center
One Park Avenue-17th FLNew YorkNY10016N/APublicGeneral & Capital Purposes, unless noted$5,000
Oberon Theatre Ensemble Inc
545 8th Ave 402New YorkNY10018N/APublicGeneral & Capital Purposes, unless noted$2,000
Palm Beach Pops
500 S Australian Ave-Ste 100West Palm BeachFL33401N/APublicGeneral & Capital Purposes, unless noted$1,000
Public Theater
4215 Lafayette StreetNew YorkNY10003N/APublicGeneral & Capital Purposes, unless noted$4,000
Tibetan Village Project
10542 Kipling PlaceWestministerCO80021N/APublicGeneral & Capital Purposes, unless noted$20,000
Women to Women-Mt Sinai
One Gustave Levy PL-Box 1252New YorkNY10029N/APublicGeneral & Capital Purposes, unless noted$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$974,900TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$123,475ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$161,560ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$285,035ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$285,035TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryKandel & CompanyCategoryTxt
Amt$15,000Amt
Net Investment Income$6,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$9,000DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CBRE Clarion Global REIT$1,362,403$950,400
Bank of America Corp
Cisco Systems Inc
Cisco Systems Inc
Cisco Systems Inc
Morgan Stanley$269,655$313,800
Petroleo Brasileiro SA$97,921$82,680
Petroleo Brasileiro SA$614,605$344,500
Broadcom Corp
Broadcom Corp$223,666$207,515
CME Corp
Ford Motor Co
Nvidia Corp
Nvidia Corp$108,634$80,100
Nvidia Corp$425,604$320,400
United States Steel$129,479$73,750
Youku Inc$99,828$121,200
Apple Inc$109,070$112,204
Apple Inc$110,064$112,204
Apple Inc$1,057,260$1,122,040
Chesapeake Energy$105,330$162,840
Chesapeake Energy$551,029$814,200
Chesapeake Energy$102,907$162,840
CXS Corp$106,605$115,080
Kinder Morgan Inc$72,847$72,000
Lloyds Banking Group PLC$48,778$53,200
Market Vectors Gold Miners$74,192$74,191
Royal Dutch Shell CL-B$141,366$150,220
Stanley Black & Deeker Inc$111,600$121,035

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCrestwood CapitalCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,500,000BookValueAmt
EOYFMV$2,001,215EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPrepaid Excise TaxDesc
BOY Book Value$8,131BOYBookValueAmt
EOY Book Value$15,669EOYBookValueAmt
EOYFMV$15,669EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank & Wire Fees$306$306
Filing Fee$250$250
Investment & Custody Fees$18,553$18,553
Publication Notice$135$135

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryKandel & Company-Management ServicesCategoryTxt
Amt$35,000Amt
Net Investment Income$14,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$21,000DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise Tax -2013CategoryTxt
Amt$2,462Amt

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