LEDERMAN FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LEDERMAN FAMILY FOUNDATION (EIN 13-7202850)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-26
- IRS object ID
- 201321779349100307
- Schema version
- 2012v2.1
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-26T17:25:17-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132738625 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DDK & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA 4TH FLR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10119 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137202850 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEDERMAN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LEDE | NameControl |
| Phone | 6312041777 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 HALSEY FARM DRIVE | AddressLine1 |
| City | SOUTHAMPTON | City |
| State | NY | State |
| ZIP Code | 11968 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROL LEDERMAN | Name |
| Title | DIRECTOR | Title |
| Phone | 6312041777 | Phone |
| Date Signed | 2013-05-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY FEINMAN | Name |
| PTIN | P00227146 | PTIN |
| Phone | 2129970600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 613924 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 6032 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 14922 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 14922 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 11818 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 97433 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 11818 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 32772 | TotalRevenueAndExpenses |
| Total Net Investment Income | 26740 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2356 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1178 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1178 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 460 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 60 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 7532 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 7222 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 310 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 10348 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8460 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1488 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 42370 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 42370 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 52718 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8460 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 43858 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -19946 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 18280 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1831 | CashBOY |
| Cash EOY | 4177 | CashEOY |
| Cash EOYFMV | 4177 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 6976 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 21591 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 21591 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 499409 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 464752 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 588156 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 50564 | OtherAssetsBOY |
| Other Assets EOY | 50564 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 558780 | TotalAssetsBOY |
| Total Assets EOY | 541084 | TotalAssetsEOY |
| Total Assets EOYFMV | 613924 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 0 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 2250 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2250 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 558780 | RetainedEarningsBOY |
| Retained Earnings EOY | 538834 | RetainedEarningsEOY |
| Total Net Assets BOY | 558780 | TotalNetAssetsBOY |
| Total Net Assets EOY | 538834 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 558780 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 541084 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 558780 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -19946 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 538834 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 538834 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 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 |
|---|---|---|---|---|---|---|---|
| SALE OF SECURITIES THROUGH NEUBERGER BERMAN | P | 2012-01-01 | 2012-12-31 | 21446 | 30395 | -8949 | -8949 |
| SALE OF SECURITIES THROUGH NEUBERGER BERMAN | P | 2011-01-01 | 2012-12-31 | 75774 | 55220 | 20554 | 20554 |
| CAPITAL GAINS DIVIDENDS | P | 213 | 213 | 213 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 11818 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 66307 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 640116 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.103586 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 67810 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 594265 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.114107 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 69366 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 510208 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.135956 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 147101 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 732131 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.200922 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 273890 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2049490 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.133638 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.688209 | TotalDistributionRatio |
| Average Distribution Ratio | 0.137642 | AverageDistributionRatio |
| Net Noncharitable Assets | 609456 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 83887 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 183 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 84070 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 43858 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 366 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 366 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 366 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 925 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 925 | TotalCreditsAndPayments |
| Overpayment | 559 | Overpayment |
| Amount Credited To Next Year | 559 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DDK COMPANY LLP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2129770600 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 PENN PLAZA | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10119 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 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 |
|---|---|---|---|---|---|---|---|---|
| CAROL LEDERMAN | ||||||||
| 6 HALSEY FARM DRIVE | SOUTHAMPTON | NY | 11968 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| JUDY LEDERMAN KLONER | ||||||||
| 301 EAST 69TH STREET | NEW YORK | NY | 10021 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| AMY LEDERMAN VERSCHLEISER | ||||||||
| 944 FIFTH AVE | NEW YORK | NY | 10021 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 596727 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 22010 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 618737 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 618737 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9281 | CashDeemedCharitable |
| Net Noncharitable Assets | 609456 | NetNoncharitableAssets |
| Minimum Investment Return | 30473 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 30473 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 366 | TaxBasedOnInvestmentIncome |
| Total Tax | 366 | TotalTax |
| Distributable Amount Before Adj | 30107 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 30107 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 30107 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 43858 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 43858 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 43858 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 30107 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 177009 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 110694 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 43856 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 39224 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 34901 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 405684 | TotalExcessDistriCarryover |
| Qualifying Distributions | 43858 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 30107 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 13751 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 419435 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 177009 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 242426 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 110694 | ExcessFromYear4 |
| Excess From Year3 | 43856 | ExcessFromYear3 |
| Excess From Year2 | 39224 | ExcessFromYear2 |
| Excess From Year1 | 34901 | ExcessFromYear1 |
| Excess From Current Year | 13751 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (30 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 500 WEST 185TH ST | NEW YORK | NY | 10033 | NONE | EXEMPT | CHARITABLE | $3,175 |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | |||||||
| 500 FIFTH AVENUE SUITE 2540 | NEW YORK | NY | 10110 | NONE | EXEMPT | CHARITABLE | $1,500 |
| AVON WALK FOR BREAST CANCER | |||||||
| 777 THIRD AVENUE 5TH FLOOR | NEW YORK | NY | 10017 | NONE | EXEMPT | CHARITABLE | $200 |
| BRUCE AND MARSHA MOSKOWITZ FOUNDATION | |||||||
| 223 SUNSET AVENUE SUITE 200 | PALM BEACH | FL | 33480 | NONE | EXEMPT | CHARITABLE | $300 |
| CASA COLUMBIA | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | NONE | EXEMPT | CHARITABLE | $2,000 |
| CENTRAL PARK CONSERVANCY | |||||||
| 36 WEST 110TH STREET | NEW YORK | NY | 10026 | NONE | EXEMPT | CHARITABLE | $300 |
| CHABAD OF SOUTHAMPTON JEWISH CENTER | |||||||
| 214 HILL ST | SOUTHAMPTON | NY | 11968 | NONE | EXEMPT | CHARITABLE | $500 |
| CHILDREN'S MUSEUM OF THE EAST END | |||||||
| 376 BRIDGEHAMPTON PO BOX 316 | BRIDGEHAMPTON | NY | 11932 | NONE | EXEMPT | CHARITABLE | $1,200 |
| FINCH COLLEGE | |||||||
| 954 LEXINGTON AVE | NEW YORK | NY | 10021 | NONE | EXEMPT | CHARITABLE | $100 |
| JEWISH BOARD OF FAMILY AND CHILDREN'S SERVICES | |||||||
| 135 WEST 50TH STREET | NEW YORK | NY | 10020 | NONE | EXEMPT | CHARITBALE | $2,500 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | EXEMPT | CHARITABLE | $2,500 |
| MISCELLANEOUS CONTRIBUTIONS THROUGH CREDIT CARD | |||||||
| UNKNOWN | NA | NY | 00000 | NONE | EXEMPT | CHARITABLE | $250 |
| NATIONAL VULVODYNIA ASSOCIATION | |||||||
| PO BOX 4491 | SILVER SPRING | MD | 20914 | NONE | EXEMPT | CHARITABLE | $100 |
| NEW YORK PRESBYTERIAN | |||||||
| 525 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | EXEMPT | CHARITABLE | $1,000 |
| PALM BEACH COUNTRY CLUB FOUNDATION | |||||||
| PO BOX 615 | PALM BEACH | FL | 33480 | NONE | EXEMPT | CHARITABLE | $2,000 |
| PALM BEACH SYNAGOGUE | |||||||
| PO BOX 1028 | PALM BEACH | FL | 33480 | NONE | EXEMPT | CHARITABLE | $1,775 |
| PARK EAST SYNAGOGUE | |||||||
| 163 EAST 67TH STREET | NEW YORK | NY | 10065 | NONE | EXEMPT | CHARITABLE | $1,475 |
| PARRISH ART MUSEUM | |||||||
| 25 JOBS LANE | SOUTHAMPTON | NY | 11968 | NONE | EXEMPT | CHARITABLE | $30 |
| POLICE ATHLETIC LEAGUE INC | |||||||
| 34 1/2 EAST 12TH STREET | NEW YORK | NY | 10003 | NONE | EXEMPT | CHARITABLE | $25 |
| PROJECT MORRY | |||||||
| 300 EXECUTIVE BLVD SUITE 125 | ELMSFORD | NY | 10523 | NONE | EXEMPT | CHARITABLE | $250 |
| SOUTHAMPTON TOWN PBA | |||||||
| 168 OLD COUNTRY RD | SPEONK | NY | 11972 | NONE | EXEMPT | CHARITABLE | $100 |
| TEMPLE ISRAEL | |||||||
| 112 EAST 75TH ST | NEW YORK | NY | 10021 | NONE | EXEMPT | CHARITABLE | $3,086 |
| THE BIRCH WATHEN LENOX SCHOOL | |||||||
| 210 EAST 77TH STREET | NEW YORK | NY | 10075 | NONE | EXEMPT | CHARITABLE | $11,000 |
| THE NETANYA FOUNDATION | |||||||
| 347 FIFTH AVE ROOM 706A | NEW YORK | NY | 10016 | NONE | EXEMPT | CHARITABLE | $500 |
| UJA FEDERATION OF NY | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | EXEMPT | CHARITABLE | $4,054 |
| SUSAN G KOMEN FOR THE CURE | |||||||
| 5005 LBJ FREEWAY SUITE 250 | DALLAS | TX | 75244 | NONE | EXEMPT | CHARITABLE | $1,000 |
| LIVE4LIFE FOUNDATION | |||||||
| 500 E 77TH STREET | NEW YORK | NY | 10162 | NONE | EXEMPT | CHARITABLE | $500 |
| ROTH FAMILY FOUNDATION | |||||||
| 12021 WILSHIRE BLVD SUITE 505 | LOS ANGELES | CA | 90025 | NONE | EXEMPT | CHARITABLE | $500 |
| UPPER EAST SIDE HATZOLAH | |||||||
| 125 E 85TH ST | NEW YORK | NY | 10028 | NONE | EXEMPT | CHARITABLE | $250 |
| ACT TODAY | |||||||
| 19019 VENTURA BLVD SUITE 200 | TARZANA | CA | 91356 | NONE | EXEMPT | CHARITABLE | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 42370 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14,922 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $11,818 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $26,740 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 26740 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | CAROL LEDERMAN | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 HALSEY FARM DRIVE | AddressLine1 |
| City | SOUTHAMPTON | City |
| State | NY | State |
| ZIP Code | 11968 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 6032 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,356 | Amount |
| Net Investment Income | 1178 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1178 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | NEUBERGER & BERMAN | NameOfStock |
| EOY Book Value | 464752 | EOYBookValue |
| EOYFMV | 588156 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED MADOFF THEFT LOSS (SEE FOOTNOTE) | Description |
| BOY Book Value | 50564 | BOYBookValue |
| EOY Book Value | 50564 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| NYS FILING FEES | 100 | 0 | 0 | 100 |
| INVESTMENT ADVISORY FEES | 7222 | 7222 | 0 | 0 |
| BANK FEES | 75 | 0 | 0 | 75 |
| MISCELLANEOUS | 135 | 0 | 0 | 135 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CREDIT CARD LIABILITY | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 2250 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FOREIGN TAXES | $60 | 60 | 0 | 0 |
| FEDERAL EXCISE TAXES | $400 | 0 | 0 | 0 |
Comments