DANIEL J & EDITH A EHRLICH FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DANIEL J & EDITH A EHRLICH FAMILY FOUNDATION (EIN 13-3977042)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-12
- IRS object ID
- 201323169349100482
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-12T12:38:43-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNICK GARBER & SANDLER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 THIRD AVENUE 4TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100229524 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133977042 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL J AND EDITH A EHRLICH | BusinessNameLine1 |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % EDITH A EHRLICH | InCareOfName |
| Name Control | DANI | NameControl |
| Phone | 2125340732 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1070 PARK AVENUE | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10128 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDITH A EHRLICH | Name |
| Title | TRUSTEE | Title |
| Phone | 2125340732 | Phone |
| Date Signed | 2013-11-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MYLES SCHUMER | Name |
| Phone | 2125573900 | Phone |
| Date Prepared | 2013-11-06 | DatePrepared |
| 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 | 1511830 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 37 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 37 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 44947 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 44947 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -56798 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 444069 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | -11814 | TotalRevenueAndExpenses |
| Total Net Investment Income | 44984 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 8225 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 8225 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5010 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 45 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 4769 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 4769 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 18004 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4814 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 8225 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 132250 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 132250 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 150254 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4814 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 140475 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -162068 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 40170 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 189374 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 98052 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 98052 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 730796 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 660050 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1413778 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 920170 | TotalAssetsBOY |
| Total Assets EOY | 758102 | TotalAssetsEOY |
| Total Assets EOYFMV | 1511830 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 920170 | RetainedEarningsBOY |
| Retained Earnings EOY | 758102 | RetainedEarningsEOY |
| Total Net Assets BOY | 920170 | TotalNetAssetsBOY |
| Total Net Assets EOY | 758102 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 920170 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 758102 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 920170 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -162068 | ExcessOfRevenueOverExpenses |
| Subtotal | 758102 | Subtotal |
| Total Net Assets Fund Balances EOY | 758102 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| MORGAN STANLEY - NOMINEE - L/T LOSSES | P | 2012-12-31 | 3010 | 83715 | -80705 | -80705 |
| MORGAN STANLEY - NOMINEE - L/T GAINS | P | 2012-12-31 | 441059 | 417152 | 23907 | 23907 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -56798 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 94737 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1477859 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.064104 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 113583 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1095938 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.10364 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 119016 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 797903 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.149161 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 103100 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1170320 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.088096 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 114275 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1306011 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.087499 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.4925 | TotalDistributionRatio |
| Average Distribution Ratio | 0.0985 | AverageDistributionRatio |
| Net Noncharitable Assets | 1538948 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 151586 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 402 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 151988 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 140475 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 803 | InvestmentIncomeExciseTax |
| Subtotal | 803 | Subtotal |
| Tax Based On Investment Income | 803 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3096 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3096 | TotalCreditsAndPayments |
| Overpayment | 2293 | Overpayment |
| Amount Credited To Next Year | 2293 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDITH A EHRLICH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2125340732 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DANIEL J EHRLICH | ||||||||
| 1070 PARK AVENUE | NEW YORK | NY | 10128 | TRUSTEE | 2.0 | 0 | 0 | 0 |
| EDITH A EHRLICH | ||||||||
| 1070 PARK AVENUE | NEW YORK | NY | 10128 | TRUSTEE | 2.0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1381205 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 181179 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1562384 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1562384 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 23436 | CashDeemedCharitable |
| Net Noncharitable Assets | 1538948 | NetNoncharitableAssets |
| Minimum Investment Return | 76947 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 76947 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 803 | TaxBasedOnInvestmentIncome |
| Total Tax | 803 | TotalTax |
| Distributable Amount Before Adj | 76144 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 76144 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 76144 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 140475 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 140475 | QualifyingDistributions |
| Adj Qualifying Distributions | 140475 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 76144 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year5 | 49546 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 45184 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 79439 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 59170 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 23939 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 257278 | TotalExcessDistriCarryover |
| Qualifying Distributions | 140475 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 76144 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 64331 | RemainingDistriFromCorpus |
| Total Corpus | 321609 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 49546 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 272063 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 45184 | ExcessFromYear4 |
| Excess From Year3 | 79439 | ExcessFromYear3 |
| Excess From Year2 | 59170 | ExcessFromYear2 |
| Excess From Year1 | 23939 | ExcessFromYear1 |
| Excess From Current Year | 64331 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL J EHRLICH | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (56 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| HENRY STREET SETTLEMENT | ||||||||
| 334 MADISON STREET | NEW YORK | NY | 10002 | NONE | EXEMPT | CHARITABLE | $20,000 | |
| CAMPHILL VILLAGE | ||||||||
| 84 CAMPHILL ROAD | COPAKE | NY | 12516 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| JEWISH BOARD OF CHILDREN & FAMILY SERVICE | ||||||||
| 135 WEST 50TH STREET - 6 | NEW YORK | NY | 10020 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| NORTHSIDE CENTER FOR CHILD DEVELOPMENT | ||||||||
| 1301 FIFTH AVENUE | NEW YORK | NY | 10029 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| RESIDENTS FOR A MORE BEAUTIFUL PORT WASHINGTON | ||||||||
| PO BOX 864 | PORT WASHINGTON | NY | 11050 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| BANK STREET COLLEGE OF EDUCATION | ||||||||
| 610 WEST 112TH STREET | NEW YORK | NY | 10025 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| CRAFT EMERGENCY RELIEF FUND | ||||||||
| 28 ELM STREET | MONTPELIER | VT | 05602 | NONE | EXEMPT | CHARITABLE | $250 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVENUE | NEW YORK | NY | 100015004 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| GARRISON ART CENTER | ||||||||
| 23 GARRISON LANDING | GARRISON | NY | 10524 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| PHILIPSTOWN DEPOT THEATER | ||||||||
| 10 GARRISONS LANDING | GARRISON | NY | 10524 | NONE | EXEMPT | CHARITABLE | $200 | |
| FOUNTAIN HOUSE | ||||||||
| 441 WEST 47TH STREET | NEW YORK | NY | 10036 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| RACINE ART MUSEUM | ||||||||
| 441 MAIN STREET | RACINE | WI | 53403 | NONE | EXEMPT | CHARITABLE | $250 | |
| STANLEY ISAACS NEIGHBORHOOD CENTER | ||||||||
| 415 EAST 93RD STREET | NEW YORK | NY | 10128 | NONE | EXEMPT | CHARITABLE | $250 | |
| DIA ART FOUNDATION | ||||||||
| 535 WEST 22ND STREET | NEW YORK | NY | 10011 | NONE | EXEMPT | CHARITABLE | $500 | |
| HORSEABILITY | ||||||||
| 238 ROUND SWAMP ROAD | MELVILLE | NY | 11747 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| VISITING NURSE SERVICE | ||||||||
| 107 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | EXEMPT | CHARITABLE | $1,200 | |
| WNYC | ||||||||
| PO BOX 1550 | NEW YORK | NY | 10116 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| LONG ISLAND SCHOOL FOR THE GIFTED | ||||||||
| 165 PIDGEON HILL RD 1 | HUNTINGTON STATION | NY | 11746 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| AMERICAN FRIENDS SERVICE COMMITTEE | ||||||||
| 15 Rutherford Place | NEW YORK | NY | 10003 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| GARDEN CONSERVANCY | ||||||||
| PO BOX 219 | COLDSPRING | NY | 10516 | NONE | EXEMPT | CHARITABLE | $250 | |
| FARM & WILDERNESS FOUNDATION | ||||||||
| 263 FARM WILDERNESS ROAD | PLYMOUTH | VT | 05056 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 Fifth Avenue | NEW YORK | NY | 10028 | NONE | EXEMPT | CHARITABLE | $550 | |
| CANCER RESEARCH INSTITUTE | ||||||||
| ONE EXCHANGE PLACE | NEW YORK | NY | 10006 | NONE | EXEMPT | CHARITABLE | $400 | 55 BROADWAY SUITE 1802 |
| PROJECT RENEWAL | ||||||||
| 200 VARICK STREET | NEW YORK | NY | 10014 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| SAN ANGELO MUSEUM OF FINE ARTS | ||||||||
| ONE LOVE STREET | SAN ANGELO | TX | 76903 | NONE | EXEMPT | CHARITABLE | $200 | |
| SCENIC HUDSON | ||||||||
| ONE CIVIC CENTER PLAZA | POUGHKEEPSIE | NY | 12601 | NONE | EXEMPT | CHARITABLE | $10,000 | SUITE 200 |
| ARTSPIRE AT NEW YORK FILM ACADEMY | ||||||||
| 20 JAY STREET SUITE 740 | BROOKLYN | NY | 11201 | NONE | EXEMPT | CHARITABLE | $250 | |
| CITIZENS' COMMITTEE FOR CHILDREN | ||||||||
| 105 EAST 22 STREET | NEW YORK | NY | 10010 | NONE | EXEMPT | CHARITABLE | $300 | |
| DANCE COLLECTIVE | ||||||||
| 463 WEST STREET - 953H | NEW YORK | NY | 10014 | NONE | EXEMPT | CHARITABLE | $250 | |
| DESMOND FISH LIBRARY | ||||||||
| 472 ROUTE 403 | GARRISON | NY | 10524 | NONE | EXEMPT | CHARITABLE | $2,000 | PO BOX 265 |
| FINCA INTERNATIONAL | ||||||||
| 1101 14TH STREET NW 11TH FLOOR | WASHINGTON | DC | 20005 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| FOOD BANK OF HUDSON VALLEY | ||||||||
| 195 HUDSON STREET | CORNWALL ON HUDSON | NY | 12520 | NONE | EXEMPT | CHARITABLE | $100 | |
| FRIENDS ACADEMY | ||||||||
| 270 DUCK POND ROAD | LOCUST VALLEY | NY | 11560 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| FRIENDS OF PORT ROWING | ||||||||
| 666 OLD COUNTRY ROAD SUITE 300 | GARDEN CITY | NY | 11530 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| FRIENDS OF PS 169 | ||||||||
| PO BOX 1546 | NEW YORK | NY | 100280016 | NONE | EXEMPT | CHARITABLE | $100 | |
| GLEN COVE INN SOUP KITCHEN | ||||||||
| 7 CONTINENTAL PLACE | GLEN COVE | NY | 11542 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 270 PEACHTREE STREET NW SUITE 1300 | ATLANTA | GA | 30303 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| HUDSON HIGHLANDS LAND TRUST | ||||||||
| 1180 NY ROUTE 9D | GARRISON | NY | 10524 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| HUDSON VALLEY SHAKESPEARE FEST | ||||||||
| 140 MAIN STREET | COLD SPRING | NY | 10516 | NONE | EXEMPT | CHARITABLE | $600 | |
| INDIANA UNIVERSITY FOUNDATION | ||||||||
| 340 W MICHIGAN STREET | INDIANAPOLIS | IN | 46202 | NONE | EXEMPT | CHARITABLE | $500 | |
| JEWISH CHILD CARE ASSOCIATION | ||||||||
| 858 EAST 29TH STREET | BROOKLYN | NY | 11210 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| LEROY NEIMAN ART CENTER | ||||||||
| 1 GRAND AVENUE SUITE 7 | ENGLEWOOD | NJ | 07631 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| LONG ISLAND CARES | ||||||||
| 10 DAVIDS DRIVE | HAUPPAUGE | NY | 11788 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| MEETING HOUSE | ||||||||
| 133 EAST 58TH STREET | NEW YORK | NY | 10022 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| MUSEUM OF MODERN ART | ||||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | EXEMPT | CHARITABLE | $350 | |
| OPEN SPACE INSTITUTE | ||||||||
| 1350 BROADWAY | NEW YORK | NY | 10018 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| PARTNERS IN MEDICINE | ||||||||
| NEW YORK WEILL CORNELL MEDICAL CENT | NEW YORK | NY | 10065 | NONE | EXEMPT | CHARITABLE | $1,000 | 525 EAST 68TH STREET BOX 123 |
| PUTNAM COUNTY HISTORICAL SOCIETY FSM | ||||||||
| 63 CHESTNUT STREET | COLD SPRING | NY | 10516 | NONE | EXEMPT | CHARITABLE | $100 | |
| REHABILITATION THROUGH THE ARTS | ||||||||
| 12 HUNTVILLE ROAD | KATONAH | NY | 105362002 | NONE | EXEMPT | CHARITABLE | $200 | |
| RIVERKEEPER | ||||||||
| 20 SECOR ROAD | OSSINING | NY | 10562 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| SERRV | ||||||||
| 122 STATE STREET SUITE 600 | MADISON | WI | 53703 | NONE | EXEMPT | CHARITABLE | $100 | |
| STORM KING ART CENTER | ||||||||
| 1 MUSEUM ROAD | NEW WINDSOR | NY | 12553 | NONE | EXEMPT | CHARITABLE | $500 | |
| THIRTEEN | ||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| TREES NY | ||||||||
| 51 CHAMBERS STREET SUITE 1412A | NEW YORK | NY | 10007 | NONE | EXEMPT | CHARITABLE | $350 | |
| WESTBURY FRIENDS ACADEMY | ||||||||
| 550 POST AVENUE | WESTBURY | NY | 11590 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| WMHT EDUCATIONAL TELECOMMUNICATIONS | ||||||||
| 4 GLOBAL VIEW | TROY | NY | 12180 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 132250 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $37 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $44,947 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$56,798 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$11,814 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -11814 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CORNICK, GARBER & SANDLER, LLP | Category |
| Amount | $8,225 | Amount |
| Disbursements Charitable Prps | 8225 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (28 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 1500 SHS ABBOTT LABORATORIES | 47388 | 98250 |
| 52 SHS AMERICAN INTL | ||
| 984 SHS BP PLC ADS | ||
| 750 SHS COSTCO WHOLESALE CORP | 78345 | 74048 |
| 8432 SHS COMCAST | 31245 | 302877 |
| 2000 SHS EMC CORP MASS | 25565 | 50600 |
| 1000 SHS DONALDSON CO INC | ||
| 9900 SHS FANNIE MAE | ||
| 1350 SHS GENERAL ELECTRIC CO | ||
| 1025 SHS INTL BUSINESS MACHINE | 1313 | 196339 |
| 1000 SHS INTL FLAVORS & FRAG | 66915 | 66540 |
| 600 SHS JABIL CIRCUIT INC | ||
| 1000 SHS JOHNSON & JOHNSON | 57 | 70100 |
| 1100 SHS LIBERTY MEDIA SR A | ||
| 297 SHS LIBERTY MEDIA CO CAP A | 6275 | 34455 |
| 880 SHS DIRECT TV | 17317 | 44141 |
| 16875 SHS MOLEX INC CL A | 92161 | 178560 |
| 300 SHS PEABODY ENERGY CORP | ||
| 600 SHS SUNCOR ENERGY INS | ||
| 1400 SHS VODAFONE GP PLC ADS | ||
| 200 SHS WELLPOINT INC | ||
| 60 SHS PATRIOT COAL CORP | ||
| 27 SHS AMERICAN INTL GP INC WT | ||
| 1150 SHS NESTLE | 75363 | 74946 |
| 970 SHS PHILLIPS 66 | 49845 | 51507 |
| 1692 SHS PFIZER | 39313 | 42434 |
| 6696 SHS JPMORGAN STRAT INC | 78948 | 79216 |
| 1023 SHS PERMANENT PORTFOLIO | 50000 | 49765 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CUSTODIAL AGENT FEES | Description |
| Revenue And Expenses Per Books | 4769 | RevenueAndExpensesPerBooks |
| Net Investment Income | 4769 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN WITHHOLDING TAX | $45 | 45 |
| FEDERAL EXCISE TAX | $4,965 |
Comments