AMERICAN CHAI TRUST: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
AMERICAN CHAI TRUST (EIN 13-6130992)
Tax period
2012-03-01 to 2013-02-28
Filed
2014-01-13
IRS object ID
201430139349100228
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-01-13T13:21:42-06:00Timestamp
Tax Period End Date2013-02-28TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1PARITZ & COMPANY PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line115 WARREN STREET STE 25AddressLine1
CityHACKENSACKCity
StateNJState
ZIP Code076017126ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-03-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN136130992EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1AMERICAN CHAI TRUSTBusinessNameLine1
Business Name Line2C/O PERLMAN & PERLMANBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlAMERNameControl
Phone2128890575Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line141 MADISON AVENUE 40TH FLOORAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10010ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCLIFFORD PERLMANName
TitleTRUSTEETitle
Phone2128890575Phone
Date Signed2014-01-10DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameKEITH HABER CPAName
Phone2013427753Phone
Date Prepared2014-01-13DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1790391FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss16522InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm16522InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm16522InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss43912DividendsRevAndExpnss
Dividends Net Invst Incm43912DividendsNetInvstIncm
Dividends Adj Net Incm43912DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss-11125NetGainSaleAssetsRevAndExpnss
Gross Sales Price304220GrossSalesPrice
Total Revenue And Expenses49309TotalRevenueAndExpenses
Total Net Investment Income60434TotalNetInvestmentIncome
Total Adjusted Net Income60434TotalAdjustedNetIncome
Legal Fees Rev And Expnss7338LegalFeesRevAndExpnss
Accounting Fees Rev And Expnss3500AccountingFeesRevAndExpnss
Taxes Rev And Expnss250TaxesRevAndExpnss
Taxes Net Invst Incm250TaxesNetInvstIncm
Trav Conf Meeting Rev And Expnss1005TravConfMeetingRevAndExpnss
Other Expenses Rev And Expnss204OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss12297TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm250TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss178430ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps178430ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss190727TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm250TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps178430TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-141418ExcessOfRevenueOverExpenses
Net Investment Income60184NetInvestmentIncome
Adjusted Net Income60434AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY6445CashBOY
Cash EOY4468CashEOY
Cash EOYFMV4468CashEOYFMV
Savings And Temp Cash Invst BOY129777SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY237107SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV237107SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY560236InvestmentsCorpStockBOY
Investments Corp Stock EOY575237InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV1370475InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY440027InvestmentsCorpBondsBOY
Investments Corp Bonds EOY175005InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV178341InvestmentsCorpBondsEOYFMV
Total Assets BOY1136485TotalAssetsBOY
Total Assets EOY991817TotalAssetsEOY
Total Assets EOYFMV1790391TotalAssetsEOYFMV
Accounts Payable BOY7900AccountsPayableBOY
Accounts Payable EOY4650AccountsPayableEOY
Total Liabilities BOY7900TotalLiabilitiesBOY
Total Liabilities EOY4650TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY1128585UnrestrictedBOY
Unrestricted EOY987167UnrestrictedEOY
Total Net Assets BOY1128585TotalNetAssetsBOY
Total Net Assets EOY987167TotalNetAssetsEOY
Total Liabilities Net Assets BOY1136485TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY991817TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1128585TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-141418ExcessOfRevenueOverExpenses
Subtotal987167Subtotal
Total Net Assets Fund Balances EOY987167TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year122900QualifyingDistributionsYear1
Noncharitable Assets Year11760395NoncharitableAssetsYear1
Distribution Ratio Year10.013008DistributionRatioYear1
Qualifying Distributions Year2100435QualifyingDistributionsYear2
Noncharitable Assets Year21611585NoncharitableAssetsYear2
Distribution Ratio Year20.062321DistributionRatioYear2
Qualifying Distributions Year357500QualifyingDistributionsYear3
Noncharitable Assets Year31461347NoncharitableAssetsYear3
Distribution Ratio Year30.039347DistributionRatioYear3
Qualifying Distributions Year483939QualifyingDistributionsYear4
Noncharitable Assets Year41239082NoncharitableAssetsYear4
Distribution Ratio Year40.067743DistributionRatioYear4
Qualifying Distributions Year579431QualifyingDistributionsYear5
Noncharitable Assets Year51749794NoncharitableAssetsYear5
Distribution Ratio Year50.045394DistributionRatioYear5
Total Distribution Ratio0.227813TotalDistributionRatio
Average Distribution Ratio0.045563AverageDistributionRatio
Net Noncharitable Assets1788803NetNoncharitableAssets
Adjusted Noncharitable Assets81503AdjustedNoncharitableAssets
One Percent Net Investment Income602OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One82105AdjNonchrtblAssetsAndOnePct
Qualifying Distributions178430QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax602InvestmentIncomeExciseTax
Subtotal602Subtotal
Tax Based On Investment Income602TaxBasedOnInvestmentIncome
Form2220 AttachedXForm2220Attached
Penalty For Underpayment14PenaltyForUnderpayment
Tax Due616TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1PERLMAN & PERLMANBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number2128890575BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line141 MADISON AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10010ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersontruePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Business Name Line2BusinessName/BusinessNameLine2Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
CLIFFORD PERLMAN
C/O PERLMAN & PERLMAN41 MADISON AVENUENEW YORKNY10010TRUSTEE1.00000
AARON DOYNOW
28 RIDGE ROADCOLTS NECKNJ07722TRUSTEE1.00000
DR MICHAEL COHN
95 DELANCEY STREETNEW YORKNY10002TRUSTEE1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description142 GRANTS TO 501(C)(3) NON-PROFIT ORGANIZATIONSDescription1
Expenses1178430Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities1591266AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances224778AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1816044TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets1816044AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable27241CashDeemedCharitable
Net Noncharitable Assets1788803NetNoncharitableAssets
Minimum Investment Return89440MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return89440MinimumInvestmentReturn
Tax Based On Investment Income602TaxBasedOnInvestmentIncome
Total Tax602TotalTax
Distributable Amount Before Adj88838DistributableAmountBeforeAdj
Distributable Amount Before Ded88838DistributableAmountBeforeDed
Distributable Amount As Adjusted88838DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions178430ExpensesAndContributions
Qualifying Distributions178430QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm602OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions177828AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted88838DistributableAmountAsAdjusted
Undistributed Income Prior Year76293UndistributedIncomePriorYear
Qualifying Distributions178430QualifyingDistributions
Applied To Year176293AppliedToYear1
Applied To Current Year88838AppliedToCurrentYear
Remaining Distri From Corpus13299RemainingDistriFromCorpus
Total Corpus13299TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year13299ExcessDistriCyovToNextYear
Excess From Current Year13299ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManager
Shareholder ManagerNONEShareholderManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameCLIFFORD PERLMANRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line141 MADISO AVENUEAddressLine1
Address Line2SUITE 4000AddressLine2
CityNEW YORKCity
StateNYState
ZIP Code10010ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number2128890575RecipientPhoneNumber
Form And Info And Materials1. A DESCRIPTION OF THE PROPOSED PROJECT INCLUDING A BUDGET, PROOF CONCERNING THE NEED FOR THE PROJECT AND THE PROJECT TIME THAT IT WILL REQUIRE TO COMPLETE SAID PROJECT 2. A COPY OF THE IRS RULING THAT THE ORGANIZATION IS TAX EXEMPT AND IS NOT A PRIVATE FOUNDATION. 3. A COPY OF THE ORGANIZATION'S MOST RECENT FINANCIAL STATEMENT.FormAndInfoAndMaterials
Submission DeadlinesOPEN FOR SUBMISSIONS ALL YEARSubmissionDeadlines
Restrictions On AwardsTHE MINIMUM AWARD IS 500 TO A MAXIMUM OF 5,000.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (42 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AISA SOCIETY
725 PARK AVENUENEW YORKNY100215088NONE501(C)(3)PROMOTE CULTURAL AWARENESS OF ASIA$10,000
AMER FRIENDS OF THE TEL AVIV MUSEU
36 WEST 44TH STREETNEW YORKNY10036NONE501(C)(3)TO SUPPORT THE MUSEUM$2,000
ANSONIA MUSIC OUTREACH ORG INC
330 WADSWORTH AVENUE 2GNEW YORKNY10040NONE501(C)(3)TO SUPPORT MUSICAL ART EDUCATION$1,000
BELLEAYRE MUSIC FESTIVAL
181 GALLI CURCI ROADHIGHMOUNTNY12441NONE501(C)(3)TO SUPPORT MUSICAL ARTS$2,500
BIG APPLE CIRCUS
505 EIGHTH AVENUE 19TH FNEW YORKNY10018NONE501(C)(3)SUPPORT FOR THE CIRCUS$5,500
BIG BROTHERS BIG SISTERS
223 EAST 30TH STREETNEW YORKNY10016NONE501(C)(3)SUPPORT MENTOR PROGRAMS$10,000
BROOKLYN ACADEMY OF MUSIC
30 LAFAYETTE STREETBROOKLYNNY11217NONE501(C)(3)PERFORMING ARTS CENTER$5,000
BROOKLYN MUSEUM
200 EASTERN PARKWAYBROOKLYNNY112386052NONE501(C)(3)TO SUPPORT THE MUSEUM$2,500
CAMP AMERIKIDS
88 HAMILTON AVENUESTAMFORDCT06902NONE501(C)(3)TO SUPPORT KIDS CAMP PROGRAMS$1,000
CENTER AGAINST DOMESTIC VIOLENCE
25 CHAPEL STREET 904BROOKLYNNY11201NONE501(C)(3)TO SUPPORT VICTIMS OF VIOLENCE$2,500
CHASHAMA INC
201 E 42ND STREETNEW YORKNY10017NONE501(C)(3)TO SUPPORT ARTS PROGRAM$5,000
CHERRY LANE THEATRE
38 COMMERCE STNEW YORKNY10014NONE501(C)(3)TO SUPPORT AN URBAN ARTIST'S COLONY$5,000
CINDERELLA'S CLOSET
207 OLD MILL ROADFREEHOLDNJ07728NONE501(C)(3)TO SUPPORT PROM FOR POOR STUDENTS$7,500
CONCRETE SAFARIS
315 EAST 113TH STREETNEW YORKNY10029NONE50(C)(3)TO SUPPORT KIDS OUTDOOR PROGRAMS$3,000
DOROT
171 WEST 85TH STREETNEW YORKNY10024NONE501(C)(3)TO ENHANCE THE LIVES OF THE ELDERLY$1,000
EDUCATION AFRICA
POBOX 5151NEW YORKNY10185NONE501(C)(3)TO SUPPORT EDUCATION IN AFRICA$5,000
FOODBANK FOR NYC
39 BROADWAYNEW YORKNY10006NONE501(C)(3)TO PROMOTE INTEGRATED FOOD POVERTY$3,000
FRIENDS WITHOUT A BORDER
1123 BROADWAY SUITE 1210NEW YORKNY10010NONE501(C)(3)TO PROVIDE AID TO CHILDREN IN CAMBOD$5,000
GATEWAY TO EMPOWERMENT
1329 E 36TH STREETBROOKLYNNY11234NONE501(C)(3)TO SUPPORT YOUTH DEVELOPMENT PROGRAM$3,500
GREY ART GALLERY
100 WASHINGTON SQ EASTNEW YORKNY10003NONETO SUPPORT THE FINE ARTS$2,500
HAROLD HUNTER FOUNDATION
151 FIRST AVENUENEW YORKNY10003NONE501(C)(3)TO PROMOTE USE OF SKATEBOARDING$2,430
HENRY STREET SETTLEMENT
265 HENRY STREETNEW YORKNY10002NONE501(C)(3)TO SUPPORT THE SOCIAL SERVICES$4,000
HUNTER COLLEGE FOUNDATION
695 PARK AVENUENEW YORKNY10065NONE501(C)(3)TO ENHANCE HUNTER COLLEGE'S IMAGE$5,000
IRISH REPERTORY THEARTRE
132 WEST 22ND STREETNEW YORKNY10011NONE501(C)(3)TO PROMOTE IRISH THEATRE AND CULTURE$1,000
LANDMARK ON MAIN STREET
232 MAIN STREETPORT WASHINGNY11050NONE501(C)(3)TO PROMOTE CULTURAL ACTIVITIES IN PW$5,000
LIFT
2381 BELMONT AVENUEBRONXNY10458NONE501(C)(3)TO COMBAT POVERTY$1,000
LUNCH BREAK
42 BEECHWOOD DRIVESHREWSBURYNJ07702NONE501(C)(3)SUPPORT OF A SOUP KITCHEN$11,500
METROPOLIS ENSEMBLE
421 WEST 42ND STREET 4CNEW YORKNY10011NONE501(C)(3)TO SUPPORT A CHAMBER ORCHESTRA$6,000
NEW MUSEUM
235 BOWERYNEW YORKNY10002NONE501(C)(3)TO SUPPORT THE MUSEUM$10,000
NO LONGER EMPTY
150 EAST 58TH STREETNEW YORKNY10155NONE501(C)(3)ARRANGE ART EXHIBITS IN VACANT AREAS$1,500
NONPROFIT COORDINATING COMMITTEE
1801 BROADWAY SUITE 1801NEW YORKNY10018NONE501(C)(3)TO PROMOTE AND SUPPORT NFPS IN NY$2,000
NYC POLICE FOUNDATION
555 5TH AVENUENEW YORKNY10017NONE501(C)(3)TO PROMOTE EXCELLENCE IN THE NYPD$8,000
OPEN HANDS LEGAL SERVICE
300 WINSTON DRIVECLIFFSIDE PARKNJ07010NONE501(C)(3)TO PROVIDE LEGAL SERVICES TO POOR$7,000
OUR TIME THEATRE COMPANY
307 WEST 38TH STREETNEW YORKNY10018NONE501(C)(3)ARTISTIC HOME FOR PEOPLE WHO STUTTER$10,000
RESIDENCY UNLIMITED
360 COURT STREET UNIT 4BROOKLYNNY11231NONE501(C)(3)TO SUPPORT THE ARTISTS$3,000
RUBIN MUSEUM
150 WEST 17TH STREETNEW YORKNY10011NONE501(C)(3)TO PROMOTE HYMALAYAN ART$4,500
SECOND STAGE THEATRE
305 WEST 43RD STREETNEW YORKNY10038NONE501(C)(3)TO SUPPORT AMER CONTEMPORARY THEATRE$2,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUEMONTGOMERYAL36104NONE501(C)(3)TO HELP VICTIMS OF HATE GROUP$3,000
SOUTHHAMPTON FRESH AIR HOME
36 BERKERS ISLAND RDSOUTHAMPTONNY11968NONE501(C)(3)TO SUPPORT CAMP FACILITIES FOR KIDS$2,000
THE BONE MARROW FOUNDATION
515 MADISON AVENUENEW YORKNY10022NONE501(C)(3)SUPPORT OF BONE MARROW$3,000
THE CREATIVE CENTER
273 BOWERYNEW YORKNY10002NONE501(C)(3)TO BRING ARTS TO PEOPLE WITH CANCER$1,000
YOUNG CONCERT ARTISTS
250 WEST 57TH STREETNEW YORKNY10107NONE501(C)(3)SUPPORT OF YOUNG CONCERT ARTISTS$3,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year178430TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$16,522ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$43,912ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$11,125ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$49,309ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA49309TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategory
Amount$3,500Amount

Compensation Explanation CompensationExplanation

Compensation Compensation (3 entries)

Business Name Line2BusinessName/BusinessNameLine2
CLIFFORD PERLMAN
CO PERLMAN PERLMAN
AARON DOYNOW
DR MICHAEL COHN

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset (9 entries)

NameNameDate AcquiredDateAcquiredHow AcquiredHowAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceBasisBasisTotal NetTotalNet
MOTOROLA1999-02PURCHASE2012-05672018165-11445
BAC CAP TR TX2006-07PURCHASE2012-0775007158342
BANK AMER CORP SUB SR INTERNOTES2006-11PURCHASE2012-064000040006-6
BARCLAYS BANK PLC2010-03PURCHASE2012-035000050005-5
DISCOVER BANK2008-06PURCHASE2012-125000050000
GENERAL ELECTRIC CAP CORP2006-06PURCHASE2012-092500025006-6
GOLDMAN SACHS GROUP2010-09PURCHASE2012-035000050000
GOLDMAN SACHS GROUP2011-07PURCHASE2012-072500025000
MORGAN STANLEY DEAN WITTER2010-07PURCHASE2012-105000050005-5

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

FieldValueIRS element (for citing)
Name Of BondCORPORATE BONDSNameOfBond
EOY Book Value175005EOYBookValue
EOYFMV178341EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockCORPORATE STOCKNameOfStock
EOY Book Value575237EOYBookValue
EOYFMV1370475EOYFMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategory
Amount$7,338Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooks
EXPENSES
BANK CHARGE204

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryNYS REGISTRATION FEECategory
Amount$250Amount
Net Investment Income250NetInvestmentIncome

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