DANIEL J & EDITH A EHRLICH FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DANIEL J & EDITH A EHRLICH FAMILY FOUNDATION (EIN 13-3977042)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201443179349100204
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T08:38:45-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132620561 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNICK GARBER & SANDLER LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | 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 | 133977042 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL J AND EDITH A EHRLICH FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANI | BusinessNameControlTxt |
| Phone | 2125340732 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1070 PARK AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10128 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDITH A EHRLICH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2125340732 | PhoneNum |
| Signature | 2014-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MYLES W SCHUMER | PreparerPersonNm |
| PTIN | P01346926 | PTIN |
| Phone | 2125573900 | PhoneNum |
| Preparation | 2014-11-10 | PreparationDt |
| 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 | $2,000,550 | 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 | $249,263 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $32 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,677 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,677 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $572,901 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $755,702 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $572,901 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $850,873 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $601,610 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $871 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $871 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,096 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,096 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,967 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,967 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $124,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $124,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $138,717 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,967 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $124,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $712,156 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $587,643 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $98,052 | CashBOYAmt |
| Cash EOY | $324,433 | CashEOYAmt |
| Cash EOYFMV | $324,433 | CashEOYFMVAmt |
| Corporate Stock BOY | $531,102 | CorporateStockBOYAmt |
| Corporate Stock EOY | $697,551 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,480,206 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $128,948 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $200,763 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $195,911 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $758,102 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,222,747 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,000,550 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $758,102 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,222,747 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $758,102 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,222,747 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $758,102 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,222,747 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $758,102 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $712,156 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,470,258 | SubtotalAmt |
| Other Decreases | $247,511 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,222,747 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| MORGAN STANLEY - NOMINEE L/T GAINS | $72,525 | $40,812 | $31,713 | $31,713 |
| MORGAN STANLEY - NOMINEE S/T GAINS | $85,590 | $77,784 | $7,806 | $7,806 |
| MORGAN STANLEY - NOMINEE L/T GAINS | $597,587 | $64,205 | $533,382 | $533,382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $572,901 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $140,475 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,538,948 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.091280 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $94,737 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,477,859 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064104 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $113,583 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,095,938 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.103640 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $119,016 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $797,903 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.149161 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $103,100 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,170,320 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.088096 | DistributionYr5Rt |
| Total Distribution | 0.496281 | TotalDistributionRt |
| Average Distribution | 0.099256 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,682,613 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $167,009 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,876 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $172,885 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $124,750 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,753 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,753 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,753 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,293 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $18,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $20,293 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,540 | OverpaymentAmt |
| Applied To ES Tax | $8,540 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | EDITH A EHRLICH | IndividualWithBooksNm |
| Phone | 2125340732 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1070 PARK AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10128 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EDITH A EHRLICH | ||||||||
| 1070 PARK AVENUE | NEW YORK | NY | 10128 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| NINA FOLEY | ||||||||
| 54 SEA CLIFF AVENUE | SEA CLIFF | NY | 11579 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,588,112 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $120,125 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,708,237 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,708,237 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,624 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,682,613 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,131 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,131 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,753 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,753 | TotalTaxAmt |
| Distributable Before Adj | $72,378 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $72,378 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $72,378 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $124,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $124,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $124,750 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,378 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $45,184 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $79,439 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $59,170 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,939 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $64,331 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $272,063 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $124,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $72,378 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $52,372 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $324,435 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $45,184 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $279,251 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $79,439 | ExcessFromYear4Amt |
| Excess From Year3 | $59,170 | ExcessFromYear3Amt |
| Excess From Year2 | $23,939 | ExcessFromYear2Amt |
| Excess From Year1 | $64,331 | ExcessFromYear1Amt |
| Excess From Current Year | $52,372 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EDITH A EHRLICH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1070 PARK AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10128 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2125340732 | RecipientPhoneNum |
| Form And Info And Materials | LETTER WITH EXPLANATION OF ORGANIZATION'S FUNCTION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 92ND STREET Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PC | CHARITABLE | $500 |
| AMERICAN CRAFT COUNCIL | |||||||
| 1224 MARSHALL STREET NE SUITE 200 | MINNEAPOLIS | MN | 55413 | NONE | PC | CHARITABLE | $100 |
| AMERICAN FRIENDS SERVICE COMMITTEE | |||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | NONE | PC | CHARITABLE | -$250 |
| CAMPHILL VILLAGE | |||||||
| 84 CAMPHILL ROAD | COPAKE | NY | 12516 | NONE | PC | CHARITABLE | $5,000 |
| CIVITAS | |||||||
| 1457 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PC | CHARITABLE | $100 |
| CRAFT EMERGENCY RELIEF FUND | |||||||
| 28 ELM STREET | MONTPELIER | VT | 05602 | NONE | PC | CHARITABLE | $250 |
| DANCE COLLECTIVE | |||||||
| 463 WEST STREET - 953H | NEW YORK | NY | 10014 | NONE | PC | CHARITABLE | $200 |
| DESMOND FISH LIBRARY | |||||||
| 472 ROUTE 403 PO BOX 265 | GARRISON | NY | 10524 | NONE | PC | CHARITABLE | $50 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE | NEW YORK | NY | 100015004 | NONE | PC | CHARITABLE | $3,000 |
| FINCA INTERNATIONAL | |||||||
| 1101 14TH STREET NW 11TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE | $1,000 |
| FOOD BANK OF HUDSON VALLEY | |||||||
| 195 HUDSON STREET | CORNWALL ON HUDSON | NY | 12520 | NONE | PC | CHARITABLE | $100 |
| FOUNDATION FOR CONTEMPORARY ARTS | |||||||
| 820 GREENWICH STREET | NEW YORK | NY | 10014 | NONE | PC | CHARITABLE | $500 |
| FRIENDS ACADEMY | |||||||
| 270 DUCK POND ROAD | LOCUST VALLEY | NY | 11560 | NONE | PC | CHARITABLE | $3,000 |
| FRIENDS OF PORT ROWING | |||||||
| 666 OLD COUNTRY ROAD SUITE 300 | GARDEN CITY | NY | 11530 | NONE | PC | CHARITABLE | $1,000 |
| FRIENDS OF PS 169 | |||||||
| PO BOX 1546 | NEW YORK | NY | 100280016 | NONE | PC | CHARITABLE | $250 |
| FUND FOR THE AGED INC | |||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | NONE | PC | CHARITABLE | $250 |
| GARRISON ART CENTER | |||||||
| 23 GARRISON LANDING | GARRISON | NY | 10524 | NONE | PC | CHARITABLE | $35,000 |
| HENRY STREET SETTLEMENT | |||||||
| 334 MADISON STREET | NEW YORK | NY | 10002 | NONE | PC | CHARITABLE | $20,000 |
| HORSEABILITY | |||||||
| 238 ROUND SWAMP ROAD | MELVILLE | NY | 11747 | NONE | PC | CHARITABLE | $4,000 |
| HUDSON HIGHLANDS LAND TRUST | |||||||
| 1180 NY ROUTE 9D | GARRISON | NY | 10524 | NONE | PC | CHARITABLE | $250 |
| HUDSON VALLEY SHAKESPEARE FESTIVAL | |||||||
| 140 MAIN STREET | COLD SPRING | NY | 10516 | NONE | PC | CHARITABLE | $300 |
| JEWISH BOARD OF FAMILY & CHILDREN'S SERVICES | |||||||
| 135 WEST 50TH STREET | NEW YORK | NY | 10020 | NONE | PC | CHARITABLE | $10,000 |
| NEW YORK PRESBYTERIAN HOSPITAL | |||||||
| 5141 BROADWAY | NEW YORK | NY | 10034 | NONE | PC | CHARITABLE | $1,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK STREET | MEW YORK | NY | 10013 | NONE | PC | CHARITABLE | $5,000 |
| NORTHSIDE CENTER FOR CHILD DEVELOPMENT | |||||||
| 1301 FIFTH AVENUE | NEW YORK | NY | 10029 | NONE | PC | CHARITABLE | $5,000 |
| OPEN SPACE INSTITUTE | |||||||
| 1350 BROADWAY | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE | $1,000 |
| PHILIPSTOWN DEPOT THEATER | |||||||
| 10 GARRISON LANDING | GARRISON | NY | 10524 | NONE | PC | CHARITABLE | $100 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE | $2,000 |
| RACINE ART MUSEUM | |||||||
| 441 MAIN STREET | RACINE | WI | 53403 | NONE | PC | CHARITABLE | $200 |
| REHABILITATION THROUGH THE ARTS | |||||||
| 12 HUNTVILLE ROAD | KATONAH | NY | 105362002 | NONE | PC | CHARITABLE | $100 |
| RESIDENTS FOR A MORE BEAUTIFUL PORT WASHINGTON | |||||||
| PO BOX 864 | PORT WASHINGTON | NY | 11050 | NONE | PC | CHARITABLE | $5,000 |
| RIVERKEEPER | |||||||
| 20 SECOR ROAD | OSSINING | NY | 10562 | NONE | PC | CHARITABLE | $1,000 |
| SAN ANGELO MUSEUM OF FINE ARTS | |||||||
| ONE LOVE STREET | SAN ANGELO | TX | 76903 | NONE | PC | CHARITABLE | $200 |
| SCENIC HUDSON | |||||||
| ONE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 12601 | NONE | PC | CHARITABLE | $10,000 |
| SERRV | |||||||
| 122 STATE STREET SUITE 600 | MADISON | WI | 53703 | NONE | PC | CHARITABLE | $200 |
| ST MARK SCHOOL | |||||||
| 2602 EAST 19TH STREET | BROOKLYN | NY | 11235 | NONE | PC | CHARITABLE | $5,000 |
| STANLEY ISAACS NEIGHBORHOOD CENTER | |||||||
| 415 EAST 93RD STREET | NEW YORK | NY | 10128 | NONE | PC | CHARITABLE | $250 |
| THE NATIONAL AUDUBON SOCIETY | |||||||
| 225 VARICK STREET | NEW YORK | NY | 10014 | NONE | PC | CHARITABLE | $500 |
| TREES NY | |||||||
| 51 CHAMBERS STREET SUITE 1412A | NEW YORK | NY | 10007 | NONE | PC | CHARITABLE | $100 |
| VISITING NURSE SERVICE | |||||||
| 107 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | CHARITABLE | $1,500 |
| WMHT | |||||||
| 4 GLOBAL VIEW | TROY | NY | 121808368 | NONE | PC | CHARITABLE | $500 |
| WNET | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | PC | CHARITABLE | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $124,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,677 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $572,901 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $601,610 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $601,610 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
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 | DANIEL J AND EDITH A EHRLICH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1070 PARK AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10128 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $249,263 | 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 | 1368 SHARES OF IBM | NoncashPropertyDesc |
| Fair Market Value | $249,263 | FairMarketValueAmt |
| Received | 2013-11-14 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $22,734 | $57,495 |
| ABBVIE INC | $24,654 | $79,215 |
| ALLSCRIPTS HEALTHCARE SOLU INC | $40,077 | $41,634 |
| COMCAST | $20,499 | $275,936 |
| COSTCO WHOLESALE CORP | $78,345 | $89,265 |
| COVIDIEN PLC | $43,795 | $52,165 |
| CROWN CASTLE INTL | $29,967 | $28,931 |
| DIRECT TV | $17,317 | $60,773 |
| EMC CORP MASS | $25,565 | $50,300 |
| ENERGY TRANS EQUITY LP | $16,053 | $24,522 |
| HAIN CELESTIAL GROUP | $39,836 | $46,570 |
| INTL BUSINESS MACHINES CORP | $954 | $139,740 |
| INTL FLAVORS & FRAGRANCES | $66,915 | $85,980 |
| JOHNSON & JOHNSON | $57 | $91,590 |
| LIBERTY MEDIA CORP SER A | $5,628 | $43,449 |
| MALLINCKRODT PUBLIC LTD | $4,385 | $5,226 |
| NESTLE | $75,363 | $84,629 |
| ONEOK, INC. | $29,939 | $32,396 |
| PFIZER | $39,313 | $51,826 |
| QUALCOMM, INC. | $47,980 | $53,460 |
| SMUCKER JM CO | $52,960 | $62,172 |
| SPECTRA ENERGY CORP | $14,568 | $14,248 |
| STARZ | $647 | $8,684 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK GLOBAL | AT COST | $65,015 | $65,439 |
| JPMORGAN STRAT INC | AT COST | $81,042 | $81,711 |
| PERMANENT PORTFOLIO | AT COST | $54,706 | $48,761 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALLOWANCE FOR EXCESS OF FMV OVER COST OF CONTRIBUTED STOCK | Description |
| Amount | $247,511 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAL AGENT FEES | $12,167 | $12,167 | $0 |
| BANK FEES | $98 | $98 | $0 |
| PARTNERSHIP LOSS | $831 | $831 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN WITHHOLDING TAX | CategoryTxt |
| Amt | $871 | Amt |
| Net Investment Income | $871 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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