GANZI FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GANZI FAMILY FOUNDATION (EIN 27-1538063)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-11
- IRS object ID
- 201443159349100449
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-11T15:03:16-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100172703 | 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 | 271538063 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ganzi Family Foundation UAD 12192009 | BusinessNameLine1 |
| Business Name Line2 | C/O Victor F Ganzi | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % J DAMATO C/O MERRILL LYNCH | InCareOfNm |
| Business Name Control | GANZ | BusinessNameControlTxt |
| Phone | 2127520636 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 East 56th Street 14th floor | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Victor F Ganzi | PersonNm |
| Person Title | Officer | PersonTitleTxt |
| Phone | 2127520636 | PhoneNum |
| Signature | 2014-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA DEJANA | PreparerPersonNm |
| PTIN | P00391763 | PTIN |
| Phone | 2127520636 | 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 | $11,976,338 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $134,544 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $537,589 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $537,589 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $735,448 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,462,661 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $735,448 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,407,581 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,273,037 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $584 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $292 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $292 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,325 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,325 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $111,196 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $111,196 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $18,310 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,610 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $154,740 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $131,423 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,617 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $850,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $850,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,004,740 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $131,423 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $862,617 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $402,841 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,141,614 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $404,218 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $500,881 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $500,881 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,017 | AcctRcvblAmt |
| Acct Rcvbl BOY | $18,123 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,017 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,017 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $992,724 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,076,181 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,076,181 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,193,915 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,946,259 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,946,259 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $590,907 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $625,635 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $625,635 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,689,632 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,813,617 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,813,617 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $10,754 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,748 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,748 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,900,273 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,976,338 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,976,338 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,900,273 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,976,338 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,900,273 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,976,338 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,900,273 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,976,338 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,900,273 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $402,841 | ExcessRevenueOverExpensesAmt |
| Other Increases | $723,935 | OtherIncreasesAmt |
| Subtotal | $12,027,049 | SubtotalAmt |
| Other Decreases | $50,711 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,976,338 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHMENT 1 | P | 2013-06-30 | $2,765,014 | $2,583,359 | $187,360 | $181,655 | |
| SEE ATTACHMENT 1 | P | 2013-06-30 | $270,835 | $273,735 | -$2,900 | -$2,900 | |
| SEE ATTACHMENT 1 | P | 2013-12-31 | $1,515,685 | $1,211,841 | $304,553 | $303,844 | |
| SEE ATTACHMENT 1 | P | 2013-12-31 | $1,725,219 | $1,477,888 | $247,331 | $247,331 | |
| SEE ATTACHMENT 2 | P | 2013-12-31 | $86,432 | $86,745 | -$313 | -$313 | |
| 136,000 FNMA P725027 | P | 2013-08-22 | $17,879 | $17,766 | $113 | $113 | |
| 316,000 FHLMC G0 5120 | P | 2013-06-13 | $34,430 | $34,675 | -$245 | -$245 | 2012-12-11 |
| 41,000 SHS FHLMC J1 9197 | P | 2013-06-13 | $33,963 | $34,167 | -$204 | -$204 | 2012-05-23 |
| 5,000 SHS FHLMC J1 9197 | P | 2013-06-13 | $4,142 | $4,204 | -$62 | -$62 | 2012-12-12 |
| 12,000 FNMA PAL1953 | P | 2013-08-22 | $7,265 | $7,428 | -$163 | -$163 | 2012-08-20 |
| 11,000 FNMA P745275 | P | 2013-08-22 | $1,797 | $1,819 | -$22 | -$22 | 2012-03-29 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $735,448 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $496,758 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,595,418 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05177 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $271,203 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,909,572 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03925 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $17,962 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,655,273 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.003858 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,477,500 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Total Distribution | 0.094878 | TotalDistributionRt |
| Average Distribution | 0.02372 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,289,801 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $267,794 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,416 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $279,210 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $862,617 | 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 | $11,416 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,416 | SubtotalAmt |
| Tax Based On Investment Income | $11,416 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,995 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $14,995 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,579 | OverpaymentAmt |
| Applied To ES Tax | $3,579 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J DAMATO CO MERRILL LYNCH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6092742751 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 MERRILL LYNCH DRIVE 3RD FLOOR | AddressLine1 |
| City | Pennington | City |
| State | NJ | State |
| ZIP Code | 10022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Victor F Ganzi | ||||||
| 126 56th Street 14th floor | New York | NY | 10022 | Trustee | 1.5 | $0 |
| Patricia M Ganzi | ||||||
| 106 Central Park South | New York | NY | 10019 | Trustee | 0.5 | $0 |
| Danielle G Hauck | ||||||
| 7100 Clarden Road | Bethesda | MD | 20814 | Trustee | 0.5 | $0 |
| Jonathan M Hauck | ||||||
| 7100 Clarden Road | Bethesda | MD | 20814 | Trustee | 0.5 | $0 |
| Victoria G Binnie | ||||||
| 351 EAST 51st Street | New York | NY | 10022 | Trustee | 0.5 | $0 |
| Edward S Binnie | ||||||
| 351 EAST 51st Street | New York | NY | 10022 | Trustee | 0.5 | $0 |
| Ronald S Kochman | ||||||
| 222 Lakeview Avenue | West Palm Beach | FL | 33401 | Trustee | 0.5 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bank of America (MLTC) | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1524 | AddressLine1 |
| City | PENNINGTON | City |
| State | NJ | State |
| ZIP Code | 05834 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | investment services | ServiceTypeTxt |
| Compensation | $110,165 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,574,936 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $382,731 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,504,060 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,461,727 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,461,727 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $171,926 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,289,801 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $564,490 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $564,490 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,416 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,416 | TotalTaxAmt |
| Distributable Before Adj | $553,074 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $553,074 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $553,074 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $862,617 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $862,617 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,416 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $851,201 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $553,074 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $248,840 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $862,617 | QualifyingDistributionsAmt |
| Applied To Year1 | $248,840 | AppliedToYear1Amt |
| Applied To Current Year | $553,074 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,703 | RemainingDistriFromCorpusAmt |
| Total Corpus | $60,703 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $60,703 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $60,703 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VICTOR GANZI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| All About Labs Rescue Inc | |||||||
| 1623 Leander Dr | Little Rock | AR | 72204 | None | PC | GENERAL SUPPORT | $7,500 |
| SOME | |||||||
| 71 O Street NW | Washington | DC | 20001 | none | PC | general support | $2,500 |
| American Museum of National History | |||||||
| 200 Central Park West | New York | NY | 10024 | none | PC | general support | $100,000 |
| the wilmington fund VT Inc | |||||||
| 14 Castle Hill | Wilmington | VT | 05363 | none | PC | general support | $2,500 |
| Whitney Museum of American Art | |||||||
| 945 Madison Ave | New York | NY | 10021 | none | PC | general support | $285,000 |
| Madison Square Boys & Girls Club | |||||||
| 317 Madison Ave Suite 1110 | New York | NY | 10012 | none | PC | general support | $50,000 |
| The trustees of columbia university | |||||||
| 116th st and Broadway | New York | NY | 10027 | none | PC | general support | $100,000 |
| Central Park Conservancy | |||||||
| 14 East 60th Street | New York | NY | 10022 | none | PC | general support | $200,000 |
| Chaminade High School | |||||||
| 340 Jackson Ave | Mineola | NY | 115012441 | none | PC | general support | $100,000 |
| Protestant Episcopal Cathedral Foundation | |||||||
| Wisconsin and Massachusettes Ave N | Washington | DC | 20016 | none | PC | general support | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $850,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $537,589 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $735,448 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,273,037 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,273,037 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Victor Ganzi | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 E 56th St 14th Floor | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $134,544 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2,400 Shs JP Morgan Chase | NoncashPropertyDesc |
| Fair Market Value | $134,856 | FairMarketValueAmt |
| Received | 2013-12-09 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EISNERAMPER, LLP | CategoryTxt |
| Amt | $24,650 | Amt |
| Net Investment Income | $12,325 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,325 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MERRILL LYNCH A/C 859-31537 | BondNm |
| EOY Book Value | $625,635 | EOYBookValueAmt |
| EOYFMV | $625,635 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH A/C 859-31537 | StockNm |
| EOY Book Value | $5,946,259 | EOYBookValueAmt |
| EOYFMV | $5,946,259 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,076,181 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,076,181 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH A/C 859-31537 | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $3,813,617 | BookValueAmt |
| EOYFMV | $3,813,617 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $584 | LegalFeesAmt |
| Net Investment Income | $292 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $292 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST RECEIVABLE | Desc |
| BOY Book Value | $10,754 | BOYBookValueAmt |
| EOY Book Value | $10,748 | EOYBookValueAmt |
| EOYFMV | $10,748 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CHANGE IN ESTIMATED ACCRUED INTEREST | -$7 |
| AMORTIZATION ADJUSTMENT | $50,707 |
| MISCELLANEOUS ADJUSTMENT | $11 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NET CHANGE IN UNREALIZED GAIN | Description |
| Amount | $723,935 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $111,196 | Amt |
| Net Investment Income | $111,196 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Victor Ganzi | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 E 56th St 14th Floor | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $7,610 | $7,610 |
| FEDERAL INCOME TAX PAID | $10,700 |