OSTROVSKY FAMILY FUND INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- OSTROVSKY FAMILY FUND INC (EIN 13-3389580)
- Tax period
- 2012-12-01 to 2013-11-30
- Filed
- 2014-09-12
- IRS object ID
- 201422559349100302
- Schema version
- 2012v2.3
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-09-12T08:45:13-05:00 | Timestamp |
| Tax Period End Date | 2013-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNICK GARBER & SANDLER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 THIRD AVENUE 4TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100229524 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133389580 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSTROVSKY FAMILY FUND INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % CORNICK GARBER & SANDLER LL | InCareOfName |
| Name Control | OSTR | NameControl |
| Phone | 2125573900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CORNICK GARBER SANDLER LLP | AddressLine1 |
| Address Line2 | 825 THIRD AVENUE 4TH FLOOR Suite | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VIVIAN OSTROVSKY | Name |
| Title | PRESIDENT | Title |
| Phone | 2125573900 | Phone |
| Date Signed | 2014-08-27 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHELE ROSENBERG | Name |
| Phone | 2125573900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1342687 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 512000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 9962 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 9962 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 25634 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 25634 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 125927 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 626845 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 125927 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 3324 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 3324 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 676847 | TotalRevenueAndExpenses |
| Total Net Investment Income | 164847 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Other Prof Fees Rev And Expnss | 22320 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Dsbrs Chrtbl Prps | 22320 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 500 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 40017 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1865 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 4042 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 62837 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1865 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 26362 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 671048 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 671048 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 733885 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1865 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 697410 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -57038 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 162982 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1158 | CashBOY |
| Cash EOY | 46086 | CashEOY |
| Cash EOYFMV | 46086 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 253647 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 239695 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 239695 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 780664 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 716098 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 885173 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 184789 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 161341 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 171733 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1220258 | TotalAssetsBOY |
| Total Assets EOY | 1163220 | TotalAssetsEOY |
| Total Assets EOYFMV | 1342687 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1220258 | RetainedEarningsBOY |
| Retained Earnings EOY | 1163220 | RetainedEarningsEOY |
| Total Net Assets BOY | 1220258 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1163220 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1220258 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1163220 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1220258 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -57038 | ExcessOfRevenueOverExpenses |
| Subtotal | 1163220 | Subtotal |
| Total Net Assets Fund Balances EOY | 1163220 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (16 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 265 SHS. - APPLE INC. | D | 2010-11-12 | 2013-04-17 | 109211 | 73273 | 35938 | 35938 |
| 2,100 SHS. - BLACKROCK INCOME OPPORTUNITY TRUST | P | 2012-11-21 | 2013-05-28 | 23160 | 25118 | -1958 | -1958 |
| 1,750 SHS. - CROWN CASTLE INTERNATIONAL | D | 2011-12-19 | 2013-05-29 | 122708 | 75377 | 47331 | 47331 |
| 1,450 SHS. - EATON VANCE LTD. DURATION FUND | 2012-11-21 | 2013-11-26 | 21224 | 25038 | -3814 | -3814 | |
| 2,050 SHS. - GILEAD SCIENCE | D | 2012-02-23 | 2013-06-03 | 105849 | 50413 | 55436 | 55436 |
| 730 SHS. - GILEAD SCIENCE | 2012-11-05 | 2013-06-03 | 37693 | 24862 | 12831 | 12831 | |
| H&Q HEALTHCARE FD. SBI - FRACTIONAL SHARES | P | 2013-06-28 | 2013-06-28 | 18 | 16 | 2 | 2 |
| 220 SHS. - ISHARES MSCI BRAZIL (FREE) INDEX | P | 2011-03-29 | 2013-02-28 | 11874 | 16934 | -5060 | -5060 |
| 2,450 SHS. - MFS CHARTER INCOMR TR SBI | P | 2012-11-21 | 2013-08-29 | 20721 | 24993 | -4272 | -4272 |
| 1,950 SHS. - NUVEEN FLOATING RATE INCOME OPPTY | P | 2012-11-21 | 2013-03-20 | 25702 | 24868 | 834 | 834 |
| 1,350 SHS. - PIMCO CORP & INCOME STRATEGIC | P | 2012-11-21 | 2013-11-26 | 21359 | 24855 | -3496 | -3496 |
| 1,425 SHS. - TEMPELTON EMERGING MKT INCOME FD | P | 2012-11-21 | 2013-03-20 | 24528 | 24775 | -247 | -247 |
| 350 SHS. - VANGUARD MSCI EMERGING MARKETS | P | 2011-03-29 | 2013-02-28 | 14980 | 17073 | -2093 | -2093 |
| 1,000 SHS. - CENTURY LINK INC. | P | 2013-06-26 | 2013-11-26 | 30191 | 35435 | -5244 | -5244 |
| 2,050 SHS. - INVESCO MORTGAE CAPITAL INC. | P | 2013-06-26 | 2013-08-08 | 31502 | 34440 | -2938 | -2938 |
| $25,000 - BEST BUY CO. INC. | P | 2012-11-21 | 2013-03-11 | 24757 | 23448 | 1309 | 1309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 125927 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 530378 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 657169 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.807065 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 530870 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 926182 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.573181 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 809629 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 955971 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.846918 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 979820 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 837391 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 1.170087 | DistributionRatioYear4 |
| Total Distribution Ratio | 3.397251 | TotalDistributionRatio |
| Average Distribution Ratio | 0.849313 | AverageDistributionRatio |
| Net Noncharitable Assets | 1237585 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1051097 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1630 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1052727 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 697410 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3260 | InvestmentIncomeExciseTax |
| Subtotal | 3260 | Subtotal |
| Tax Based On Investment Income | 3260 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 4500 | TaxPaidWithExtension |
| Total Credits And Payments | 4500 | TotalCreditsAndPayments |
| Penalty For Underpayment | 72 | PenaltyForUnderpayment |
| Overpayment | 1168 | Overpayment |
| Amount Credited To Next Year | 1168 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNICK GARBER & SANDLER LLP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2125573900 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 THIRD AVENUE 4TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| VIVIAN OSTROVSKY | ||||||||
| C/O CORNICK GARBER SANDLER LLP | NEW YORK | NY | 10022 | PRESIDENT | 1.0 | 0 | 0 | 0 |
| ROSE OSTROVSKY | ||||||||
| C/O CORNICK GARBER SANDLER LLP | NEW YORK | NY | 10022 | DIRECTOR | 1.0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1005360 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 251071 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1256431 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1256431 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 18846 | CashDeemedCharitable |
| Net Noncharitable Assets | 1237585 | NetNoncharitableAssets |
| Minimum Investment Return | 61879 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 61879 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3260 | TaxBasedOnInvestmentIncome |
| Total Tax | 3260 | TotalTax |
| Distributable Amount Before Adj | 58619 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 58619 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 58619 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 697410 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 697410 | QualifyingDistributions |
| Adj Qualifying Distributions | 697410 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 58619 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 1659363 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 938823 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 695136 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 484561 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 497520 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 4275403 | TotalExcessDistriCarryover |
| Qualifying Distributions | 697410 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 58619 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 638791 | RemainingDistriFromCorpus |
| Total Corpus | 4914194 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 1659363 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 3254831 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 938823 | ExcessFromYear4 |
| Excess From Year3 | 695136 | ExcessFromYear3 |
| Excess From Year2 | 484561 | ExcessFromYear2 |
| Excess From Year1 | 497520 | ExcessFromYear1 |
| Excess From Current Year | 638791 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| JERUSALEM FOUNDATION INC | ||||||||
| 420 LEXINGTON AVENUE | SUITE 1645 | NEW YORK | NY | 10170 | NONE | 501(C)(3) | CHARITABLE | $7,100 |
| JEWISH FEDERATIONS OF NORTH AMERICA | ||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | 501(C)(3) | CHARITABLE | $34,300 | |
| ARTIS CONTEMPORARY | ||||||||
| 401 BROADWAY | SUITE 803 | NEW YORK | NY | 10013 | NONE | 501(C)(3) | CHARITABLE | $114,400 |
| FILM FORUM INC | ||||||||
| 209 WEST HOUSTON STREET | NEW YORK | NY | 10014 | NONE | 501(C)(3) | CHARITABLE | $150,000 | |
| AMERICA ISRAEL CULTURAL FOUNDATION | ||||||||
| 1140 BROADWAY | SUITE 304 | NEW YORK | NY | 10001 | NONE | 501(C)(3) | CHARITABLE | $145,248 |
| THE GESHER FOUNDATION INC | ||||||||
| 332 BLEECKER STREET SUITE 444 | NEW YORK | NY | 10014 | NONE | 501(C)(3) | CHARITABLE | $10,000 | |
| BRITISH SCHOOLS & UNIVERSITIES FOUNDATION INC | ||||||||
| 575 MADISON AVENUE SUITE 1006 | NEW YORK | NY | 10022 | NONE | 501(C)(3) | CHARITABLE | $20,000 | |
| PEF ISRAEL ENDOWMENT FUNDS | ||||||||
| 317 MADISON AVENUE SUITE 607 | NEW YORK | NY | 10017 | NONE | 501(C)(3) | CHARITABLE | $25,000 | |
| FUND FOR RECONCILIATION TOLERANCE AND PEACE | ||||||||
| 9300 WILSHIRE BLVD SUITE 200 | BEVERLY HILLS | NY | 90212 | NONE | 501(C)(3) | CHARITABLE | $5,000 | |
| AMERICAN FRIENDS OF TEL AVIV MUSEUM OF ART | ||||||||
| 36 WEST 44TH STREET SUITE 1209 | NEW YORK | NY | 10036 | NONE | 501(C)(3) | CHARITABLE | $105,000 | |
| NEW ISRAEL FUND | ||||||||
| 330 SEVENTH AVENUE 11TH FLOOR | NEW YORK | NY | 10001 | NONE | 501(C)(3) | CHARITABLE | $30,000 | |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | ||||||||
| 500 FIFTH AVENUE SUITE 2540 | NEW YORK | NY | 10110 | NONE | 501(C)(3) | CHARITABLE | $20,000 | |
| WOMEN MAKE MOVIES | ||||||||
| 115 WEST 29TH STREET SUITE 1200 | NEW YORK | NY | 10001 | NONE | 501(C)(3) | CHARITABLE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 671048 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,962 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $25,634 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $125,927 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FOREIGN CURRENCY GAIN | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,324 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $164,847 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 164847 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | EST ASSOCIATES LP | C/O CORNICK GARBER SANDLER825 THIR | NEW YORK | NY | 10022 | 500000 | X |
| 2 | JET LAG PRODUCTIONS LLC | C/O CORNICK GARBER SANDLER825 THIR | NEW YORK | NY | 10022 | 12000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MERRILL LYNCH - NOMINEE | 51828 | 54213 |
| MORGAN STANLEY - NOMINEE | 109513 | 117520 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MORGAN STANLEY - NOMINEE | 656954 | 824053 |
| UNIT INVESTMENT TRUSTS | 59144 | 61120 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK CHARGES | 1865 | 1865 | |
| FOUNDATION MANAGEMRNT FEES | 37902 | 3792 | |
| NYS FILING FEE | 250 | 250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GAIN ON FOREIGN CURRENCY | Description |
| Revenue And Expenses Per Books | 3324 | RevenueAndExpensesPerBooks |
| Net Investment Income | 3324 | NetInvestmentIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | Category |
| Amount | $22,320 | Amount |
| Disbursements Charitable Prps | 22320 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $500 | Amount |
Comments