OSTROVSKY FAMILY FUND INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- OSTROVSKY FAMILY FUND INC (EIN 13-3389580)
- Tax period
- 2011-12-01 to 2012-11-30
- Filed
- 2013-10-11
- IRS object ID
- 201342849349100114
- Schema version
- 2011v1.5
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-11T17:39:02-05:00 | Timestamp |
| Tax Period End Date | 2012-11-30 | 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 | 2011-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133389580 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSTROVSKY FAMILY FUND INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % CORNICK GARBER & SANDLER LL | InCareOfName |
| Name Control | OSTR | NameControl |
| Phone | 2125573900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CORNICK GARBER SANDLER LLP | AddressLine1 |
| Address Line2 | 825 THIRD AVENUE 4TH FLOOR | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VIVIAN OSTROVSKY | Name |
| Title | PRESIDENT | Title |
| Phone | 2125573900 | Phone |
| Date Signed | 2013-10-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHELE ROSENBERG | Name |
| Phone | 2125573900 | Phone |
| Date Prepared | 2013-10-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 1483093 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1287114 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1080 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1080 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 32734 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 32734 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 21570 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 429471 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 21570 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1342498 | TotalRevenueAndExpenses |
| Total Net Investment Income | 55384 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Other Prof Fees Rev And Expnss | 55023 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 42145 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 12878 | OtherProfFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 34411 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 34411 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 89434 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 76556 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 12878 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 517500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 517500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 606934 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 76556 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 530378 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 735564 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 349 | CashBOY |
| Cash EOY | 1158 | CashEOY |
| Cash EOYFMV | 1158 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 141306 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 253647 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 253647 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Bonds BOY | 602714 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 965453 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1228288 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 744369 | TotalAssetsBOY |
| Total Assets EOY | 1220258 | TotalAssetsEOY |
| Total Assets EOYFMV | 1483093 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 744369 | RetainedEarningsBOY |
| Retained Earnings EOY | 1220258 | RetainedEarningsEOY |
| Total Net Assets BOY | 744369 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1220258 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 744369 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1220258 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 744369 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 735564 | ExcessOfRevenueOverExpenses |
| Subtotal | 1479933 | Subtotal |
| Other Decreases | 259675 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1220258 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 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 |
|---|---|---|---|---|---|---|---|
| 45,000 SHARES OF KRAFT FOODS | P | 2007-01-18 | 2012-03-06 | 45555 | 47238 | -1683 | -1683 |
| 1,500 SHARES OF EATON VANCE | P | 2011-03-29 | 2012-04-17 | 13896 | 16654 | -2758 | -2758 |
| 35,000 SHARES OF GENERAL ELECTRIC CAPITAL CORP | P | 2007-01-18 | 2012-04-17 | 35248 | 36667 | -1419 | -1419 |
| 50,000 SHARES OF CITIGROUP INC | P | 2010-03-15 | 2012-05-30 | 53326 | 53633 | -307 | -307 |
| 50,000 SHARES OF GOLDMAN SACHS | P | 2009-03-06 | 2012-08-16 | 56297 | 45890 | 10407 | 10407 |
| 50,000 SHARES OF PUBLIC SERVICE ELECTRIC & GAS | P | 2006-05-04 | 2012-08-16 | 57310 | 52741 | 4569 | 4569 |
| 65,000 SHARES OF COMMERCIAL CREDIT CO | P | 2009-11-30 | 2012-11-14 | 71776 | 67459 | 4317 | 4317 |
| 50,000 SHARES OF GE GLOBAL INSURANCE | P | 2010-03-15 | 2012-11-14 | 57304 | 53505 | 3799 | 3799 |
| 35,000 SHARES OF MORGAN STANLEY | P | 2010-06-04 | 2012-11-14 | 38675 | 34114 | 4561 | 4561 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 21570 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 530870 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 926182 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.573181 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 809629 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 955971 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.846918 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 979820 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 837391 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 1.170087 | DistributionRatioYear3 |
| Total Distribution Ratio | 2.590186 | TotalDistributionRatio |
| Average Distribution Ratio | 0.863395 | AverageDistributionRatio |
| Net Noncharitable Assets | 657169 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 567396 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 567396 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 530378 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Subtotal | 0 | Subtotal |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 0 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 0 | TaxDue |
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 | true | 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 | CORNICK GARBER & SANDLER LLP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2125573900 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 THIRD AVENUE 4TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | 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 |
|---|---|---|---|---|---|---|---|---|
| VIVIAN OSTROVSKY | ||||||||
| C/O CORNICK GARBER SANDLER LLP | NEW YORK | NY | 10022 | PRESIDENT | 1.0 | 0 | 0 | 0 |
| ROSE OSTROVSKY | ||||||||
| C/O CORNICK GARBER SANDLER LLP | NEW YORK | NY | 10022 | DIRECTOR | 1.0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
| 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 | 528987 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 138190 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 667177 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 667177 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10008 | CashDeemedCharitable |
| Net Noncharitable Assets | 657169 | NetNoncharitableAssets |
| Minimum Investment Return | 32858 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 32858 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 32858 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 32858 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 32858 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 530378 | 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 | 530378 | QualifyingDistributions |
| Adj Qualifying Distributions | 530378 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 32858 | DistributableAmountAsAdjusted |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year5 | 1947810 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1659363 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 938823 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 695136 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 484561 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 5725693 | TotalExcessDistriCarryover |
| Qualifying Distributions | 530378 | QualifyingDistributions |
| Applied To Current Year | 32858 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 497520 | RemainingDistriFromCorpus |
| Total Corpus | 6223213 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 1947810 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 4275403 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1659363 | ExcessFromYear4 |
| Excess From Year3 | 938823 | ExcessFromYear3 |
| Excess From Year2 | 695136 | ExcessFromYear2 |
| Excess From Year1 | 484561 | ExcessFromYear1 |
| Excess From Current Year | 497520 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JEWISH FEDERATIONS OF NORTH AMERICA | |||||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | EXEMPT | CHARITABLE | $85,000 | ||||
| ARTIS CONTEMPORARY | |||||||||||
| 401 BROADWAY 803 | NEW YORK | NY | 10013 | NONE | EXEMPT | CHARITABLE | $15,500 | ||||
| THE MOVING IMAGE INC DBA THE FILM FORUM | |||||||||||
| 209 WEST HOUSTON STREET | NEW YORK | NY | 10014 | NONE | EXEMPT | CHARITABLE | $200,000 | ||||
| AMERICA ISRAEL CULTURAL FOUNDATION | |||||||||||
| 1140 BROADWAY SUITE 304 | NEW YORK | NY | 10001 | NONE | EXEMPT | CHARITABLE | $124,000 | ||||
| THE GESHER FOUNDATION USA | |||||||||||
| 332 BLEECKER STREET SUITE 444 | NEW YORK | NY | 10014 | NONE | EXEMPT | CHARITABLE | $10,000 | ||||
| BASS MUSEUM OF ART | |||||||||||
| 2100 COLLINS AVENUE | MIAMI BEACH | FL | 33139 | NONE | EXEMPT | CHARITABLE | $40,000 | ||||
| ORIT BEN-SHIRIT | |||||||||||
| NONE | SUPPORT OF CONTEMPORARY DANCE & ART | $10,500 | PLAZA ORAZIO GIUSTINIANI | ROME | IT | 00153 | |||||
| NEW YORK PUBLIC RADIO | |||||||||||
| PO BOX 1550 | NEW YORK | NY | 10116 | NONE | EXEMPT | CHARITABLE | $15,000 | ||||
| PEF ISRAEL ENDOWMENT FUNDS | |||||||||||
| 317 MADISON AVENUE SUITE 607 | NEW YORK | NY | 10017 | NONE | EXEMPT | CHARITABLE | $5,000 | ||||
| CENTRE POMPIDOU FOUNDATION | |||||||||||
| 117 WEST 9TH STREET SUITE 901 | LOS ANGELES | CA | 90015 | NONE | EXEMPT | CHARITABLE | $12,500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 517500 | 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 | $1,080 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $32,734 | 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 | $21,570 | 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 | $55,384 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 55384 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (6 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | EST ASSOCIATES LP | C/O CORNICK GARBER SANDLER825 THIR | NEW YORK | NY | 10022 | 114590 | X | |
| 2 | VIVIAN OSTROVSKY | C/O CORNICK GARBER SANDLER825 THIR | NEW YORK | NY | 10022 | 634248 | X | X |
| 3 | EST ASSOCIATES LP | C/O CORNICK GARBER SANDLER825 THIR | NEW YORK | NY | 10022 | 500000 | X | |
| 4 | VIVIAN OSTROVSKY | C/O CORNICK GARBER SANDLER825 THIR | NEW YORK | NY | 10022 | 10470 | X | |
| 5 | VIVIAN OSTROVSKY | C/O CORNICK GARBER SANDLER825 THIR | NEW YORK | NY | 10022 | 7000 | X | |
| 6 | VIVIAN OSTROVSKY | C/O CORNICK GARBER SANDLER825 THIR | NEW YORK | NY | 10022 | 20000 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 2 | ContributorNumberFromPartI |
| Noncash Property Description | 530 SHARES APPLE INC 1,750 SHARES CROWN CASTLE INTERNATIONAL 1,390 SHARES GILEAD SCIENCES 1,550 SHAR | NoncashPropertyDescription |
| Fair Market Value | 634248 | FairMarketValue |
| Date Received | 2012-11-26 | DateReceived |
Charitable Contributions CharitableContributions (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Purpose Of GiftPurposeOfGift | Use Of GiftUseOfGift |
|---|---|---|
| 3 | Not applicable | Not applicable |
| 3 | Not applicable | Not applicable |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (31 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ML BLACKROCK GOTV INCOME CL A | 51828 | 54213 |
| GOLDMAN SACHS GROUP | 0 | 0 |
| VK INV GRADE TR SERIES 16MPS | 43396 | 44845 |
| VK LT INV GRADE TR 21MPS | 29134 | 34119 |
| PUBLIC SERVICE ELECTRIC & GAS | 0 | 0 |
| KRAFT FOODS INC. | 0 | 0 |
| GENERAL ELECTRIC CAPITAL CORP | 0 | 0 |
| CITIGROUP INC | 29896 | 35903 |
| COMMERCIAL CREDIT CO | 0 | 0 |
| GE GLOBAL INSURANCE HOLDINGS | 0 | 0 |
| MORGAN STANLEY | 0 | 0 |
| EATON VANCE TAX MG CEF | 0 | 0 |
| ISHARES MSCI BRAZIL FREE INDEX | 16934 | 11348 |
| VANGUARD MSCI EMERGING MARKETS | 17073 | 14705 |
| APPLE INC | 174022 | 310198 |
| BLACKROCK INCOME OPP TR | 25118 | 24927 |
| CROWN CASTLE INTERNATIONAL | 75377 | 118160 |
| EATON VANCE LTD DURATION FUND | 25038 | 24563 |
| GILEAD SCIENCES | 75274 | 104250 |
| H&Q HEALTHCARE FD SBI | 49910 | 49811 |
| HOME DEPOT INC | 49900 | 100857 |
| MFS CHARTER INCOME TR | 24993 | 24966 |
| NUVEEN EQUITY PREMIUM OPP | 49927 | 50111 |
| NUVEEN FLOATING RATE INCOME OP | 24868 | 24258 |
| PIMCO CORPORATE & INCOME STRAT | 24855 | 24840 |
| TEMPLETON EMERGING MARKETS | 24775 | 24325 |
| TORTOISE ENERGYCAP CORP | 50070 | 50712 |
| ARCELORMITTAL | 25556 | 25255 |
| BEST BUY CO INC | 23448 | 22438 |
| PITNEY BOWES INC | 27129 | 26881 |
| GENWORTH FINANCIAL INC | 26932 | 26603 |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| EXCESS OF FMV OVER DONOR'S BASIS OF | $0 |
| SECURITIES CONTRIBUTED | $259,675 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| BANK CHARGES | 657 | 657 |
| LOSS ON FOREIGN EXCHANGE | 33754 | 33754 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOUNDATION MANAGEMENT FEES | $42,145 | 42145 | |
| CONSULTING FEES | $12,878 | 12878 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| EST ASSOCIATES LP | |||
| C/O CORNICK GARBER SANDLER825 THIR | NEW YORK | NY | 10022 |
| VIVIAN OSTROVSKY | |||
| C/O CORNICK GARBER SANDLER825 THIR | NEW YORK | NY | 10022 |
| VIVIAN OSTROVSKY | |||
| C/O CORNICK GARBER SANDLER825 THIR | NEW YORK | NY | 10022 |
| EST ASSOCIATES LP | |||
| C/O CORNICK GARBER SANDLER825 THIR | NEW YORK | NY | 10022 |
| VIVIAN OSTROVSKY | |||
| C/O CORNICK GARBER SANDLER825 THIR | NEW YORK | NY | 10022 |
| VIVIAN OSTROVSKY | |||
| C/O CORNICK GARBER SANDLER825 THIR | NEW YORK | NY | 10022 |
| VIVIAN OSTROVSKY | |||
| C/O CORNICK GARBER SANDLER825 THIR | NEW YORK | NY | 10022 |
| VIVIAN OSTROVSKY | |||
| C/O CORNICK GARBER SANDLER825 THIR | NEW YORK | NY | 10022 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NEW YORK STATE TAXES | Category |
Comments