KENNETH AND HARRIET R KUPFERBERG FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- KENNETH AND HARRIET R KUPFERBERG FAMILY FOUNDATION (EIN 06-1636085)
- Tax period
- 2010-12-01 to 2011-11-30
- Filed
- 2012-04-18
- IRS object ID
- 201201099349100410
- Schema version
- 2010v3.7
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-18T14:26:45-04:00 | Timestamp |
| Tax Period End Date | 2011-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 BROAD HOLLOW ROAD STE300 | AddressLine1 |
| City | MELVILLE | City |
| State | NY | State |
| ZIP Code | 117473601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061636085 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH AND HARRIET R KUPFERBERG FAMILY FDN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KENN | NameControl |
| Phone | 7184617000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131-38 SANFORD AVE | AddressLine1 |
| City | FLUSHING | City |
| State | NY | State |
| ZIP Code | 11355 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK KUPFERBERG | Name |
| Title | TRUSTEE | Title |
| Date Signed | 2012-04-16 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6312496001 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 5605309 | 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 |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 392 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 392 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 174733 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 174733 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 134208 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1136171 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 134208 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 309333 | TotalRevenueAndExpenses |
| Total Net Investment Income | 309333 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Legal Fees Rev And Expnss | 34613 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 25960 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 8653 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2912 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2184 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 728 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 895 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 895 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 43760 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 41033 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 2159 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 82180 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 70072 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 11540 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 106687 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 106687 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 188867 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 70072 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 118227 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 120466 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 239261 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 2004011 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2112712 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2064241 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 3454946 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3381619 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3458029 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 85092 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 83039 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 5458957 | TotalAssetsBOY |
| Total Assets EOY | 5579423 | TotalAssetsEOY |
| Total Assets EOYFMV | 5605309 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 5336844 | CapitalStockBOY |
| Capital Stock EOY | 5336844 | CapitalStockEOY |
| Retained Earnings BOY | 122113 | RetainedEarningsBOY |
| Retained Earnings EOY | 242579 | RetainedEarningsEOY |
| Total Net Assets BOY | 5458957 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5579423 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5458957 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5579423 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5458957 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 120466 | ExcessOfRevenueOverExpenses |
| Subtotal | 5579423 | Subtotal |
| Total Net Assets Fund Balances EOY | 5579423 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (29 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| LANDMARK BANCORP INC | P | 2010-12-15 | 2 | 2 | 2 | ||
| GUARANTY FINL GROUP INC | P | 2011-07-22 | -13729 | -13729 | 2008-03-25 | 13729 | |
| NEW YORK COMMUNITY BANCORP | P | 2010-12-23 | 16291 | -8352 | -8352 | 2003-12-31 | 24643 |
| NEW YORK COMMUNITY BANCORP | P | 2010-12-23 | 264918 | 51010 | 51010 | 2008-03-25 | 213908 |
| NEW YORK COMMUNITY BANCORP | P | 2010-12-30 | 190697 | 39319 | 39319 | 2008-03-25 | 151378 |
| SWEDISH MATCH | P | 2011-01-05 | 94322 | 19038 | 19038 | 2008-03-25 | 75284 |
| MONSANTO CO | P | 2011-01-28 | 72612 | -20583 | -20583 | 2008-10-15 | 93195 |
| TOYOTA MOTOR CORP | P | 2011-03-14 | 32650 | -4626 | -4626 | 2011-02-18 | 37276 |
| WESTPAC BANKING | P | 2011-03-28 | 115998 | 35998 | 35998 | 2008-10-15 | 80000 |
| WESTPAC BANKING | P | 2011-04-05 | 78963 | 28723 | 28723 | 2008-10-15 | 50240 |
| WESTPAC BANKING | P | 2011-04-05 | 75521 | 27521 | 27521 | 2008-10-15 | 48000 |
| VOLVO AKTIEBOLAGET | P | 2011-04-27 | 15304 | 4234 | 4234 | 2008-03-25 | 11070 |
| VOLVO AKTIEBOLAGET | P | 2011-04-27 | 3830 | 1062 | 1062 | 2008-03-25 | 2768 |
| ENER1 INC. | P | 2011-05-20 | 1276 | -1632 | -1632 | 2011-04-05 | 2908 |
| ENER1 INC. | P | 2011-05-20 | 128 | -128 | -128 | 2011-04-27 | 256 |
| ENER1 INC. | P | 2011-05-20 | 1148 | -1165 | -1165 | 2011-04-27 | 2313 |
| GUARANTY FINL GROUP INC | P | 2011-07-25 | -13729 | -13729 | 2008-03-25 | 13729 | |
| AMERICAN NATIONAL INS CO | P | 2011-08-11 | 21921 | -14608 | -14608 | 2008-03-25 | 36529 |
| FORESTAR GROUP INC | P | 2011-08-05 | 15510 | -6632 | -6632 | 2008-03-25 | 22142 |
| CF INDS HOLDINGS INC | P | 2011-08-30 | 2435 | -1146 | -1146 | 2010-04-19 | 3581 |
| CANON INC | P | 2011-08-29 | 9270 | 158 | 158 | 2011-03-21 | 9112 |
| CANON INC | P | 2011-08-29 | 4635 | 152 | 152 | 2011-03-22 | 4483 |
| CF INDS HOLDINGS INC | P | 2011-08-30 | 16293 | 5114 | 5114 | 2011-03-16 | 11179 |
| CF INDS HOLDINGS INC | P | 2011-08-30 | 18729 | 5879 | 5879 | 2011-03-16 | 12850 |
| ETFS WHITE METALS BASKET | P | 2011-08-29 | 25987 | 2272 | 2272 | 2011-03-14 | 23715 |
| ETFS WHITE METALS BASKET | P | 2011-08-29 | 25987 | 2241 | 2241 | 2011-03-21 | 23746 |
| ETFS WHITE METALS BASKET | P | 2011-08-29 | 12993 | -314 | -314 | 2011-04-15 | 13307 |
| VOLVO AKTIEBOLAGET | P | 2011-11-02 | 11820 | -2018 | -2018 | 2008-03-25 | 13838 |
| ABERDEEN ASIA-PAC INC | P | 2011-11-02 | 6934 | 147 | 147 | 2011-03-21 | 6787 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 134208 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2944853 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 8057451 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.365482 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 331018 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 7085218 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.04672 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 60897 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 6333360 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.009615 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 62040 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1653191 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.037527 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 53469 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1212228 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.044108 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.503452 | TotalDistributionRatio |
| Average Distribution Ratio | 0.10069 | AverageDistributionRatio |
| Net Noncharitable Assets | 5900006 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 594072 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2393 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 596465 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 118227 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 4785 | InvestmentIncomeExciseTax |
| Subtotal | 4785 | Subtotal |
| Tax Based On Investment Income | 4785 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2400 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2400 | TotalCreditsAndPayments |
| Tax Due | 2385 | TaxDue |
| Amount Credited To Next Year | 0 | 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 |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| 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 |
| Website Address | n/a | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK KUPFERBERG | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7184617000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131-38 SANFORD AVE | AddressLine1 |
| City | FLUSHING | City |
| State | NY | State |
| ZIP Code | 11355 | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MARK KUPFERBERG | ||||||||
| 131-38 SANFORD AVE | FLUSHING | NY | 11355 | TRUSTEE | 5.0 | 0 | 0 | 0 |
| SARAH KUPFERBERG | ||||||||
| UCB INTEGRATIVE BIOLOGY DEPT | BERKELEY | CA | 94720 | TRUSTEE | 5.0 | 0 | 0 | 0 |
| ANNE PEPPER | ||||||||
| c/o AKPCO LLC | WEST WINDSOR | NJ | 08550 | TRUSTEE | 5.0 | 0 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4516763 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1473091 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5989854 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5989854 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 89848 | CashDeemedCharitable |
| Net Noncharitable Assets | 5900006 | NetNoncharitableAssets |
| Minimum Investment Return | 295000 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 295000 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4785 | TaxBasedOnInvestmentIncome |
| Total Tax | 4785 | TotalTax |
| Distributable Amount Before Adj | 290215 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 290215 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 290215 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 118227 | 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 | 118227 | QualifyingDistributions |
| Adj Qualifying Distributions | 118227 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 290215 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 2217727 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2217727 | TotalExcessDistriCarryover |
| Qualifying Distributions | 118227 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 118227 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 171988 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 171988 | ExcessDistriCyovAppliedCY |
| Total Corpus | 2045739 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2045739 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 2045739 | ExcessFromYear1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 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 |
|---|---|---|---|---|---|---|---|---|
| TEMPLE BETH EL | ||||||||
| 5 OLD MILL ROAD | GREAT NECK | NY | 11023 | NO RELATIONSHIP | 501(c)(3) PUBLIC | RESTRICTED | $18,062 | |
| NEW YORK UNIVERSITY | ||||||||
| 23 WEST 4TH ST 5TH FL | NEW YORK | NY | 100121119 | NO RELATIONSHIP | 501(c)(3) PUBLIC | RESTRICTED | $29,420 | |
| GARDEN SCHOOL | ||||||||
| 33-16 79TH STREET | JACKSON HEIGHTS | NY | 11372 | NO RELATIONSHIP | 501(c)(3) PUBLIC | RESTRICTED | $14,805 | |
| QCC FUND INC | ||||||||
| 222-05 56TH AVENUE | BAYSIDE | NY | 11364 | NO RELATIONSHIP | 501(c)(3) PUBLIC | RESTRICTED | $12,600 | |
| WAGNER COLLEGE CHAI SOCIETY | ||||||||
| 1 CAMPUS ROAD | STATEN ISLAND | NY | 10301 | NO RELATIONSHIP | 501(c)(3) PUBLIC | RESTRICTED | $1,800 | |
| THEODORE ROOSEVELT COUNCIL BOY SCOUTS OF AMERICA | ||||||||
| 544 BROADWAY | MASSAPEQUA | NY | 11758 | NO RELATIONSHIP | 501(c)(3) PUBLIC | RESTRICTED | $5,000 | |
| WHYY | ||||||||
| INDEPENDENCE MALL WEST | PHILADELPHIA | NY | 19106 | NO RELATIONSHIP | 501(c)(3) PUBLIC | GENERAL | $8,500 | 150N SIXTH STREET |
| TEMPLE BETH EL SHOLOM | ||||||||
| 171-39 NORTHERN BLVD | FLUSHING | NY | 11358 | NO RELATIONSHIP | 501(c)(3) PUBLIC | RESTRICTED | $10,000 | |
| JEWISH FAMILY & CHILDREN SERVICE | ||||||||
| 707 ALEXANDER RD 12 | PRINCETON TOWNSHIP | NJ | 08540 | NO RELATIONSHIP | 501(c)(3) PUBLIC | RESTRICTED | $6,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 106687 | 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 | $392 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $174,733 | 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 | $134,208 | 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 | $309,333 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 309333 | 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 | GRANT THORNTON LLP | Category |
| Amount | $2,912 | Amount |
| Net Investment Income | 2184 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 728 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MARKETABLE SEC.-SEE ATTACHED 1 | 1707200 | 1781701 |
| MARKETABLE SEC.-SEE ATTACHED 2 | 1674419 | 1676328 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - SILVER & GOLD | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 85092 | BookValue |
| EOYFMV | 83039 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ED NORTHWOOD & ASSOCIATES | Category |
| Amount | $34,613 | Amount |
| Net Investment Income | 25960 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 8653 | DisbursementsCharitablePrps |
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 | 250 | 0 | 0 | 0 |
| FAMILY OFFICE | 8635 | 6476 | 0 | 2159 |
| INVESTMENT FEES | 34557 | 34557 | 0 | 0 |
| MISCELLANEOUS | 318 | 0 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | Category |
| Amount | $895 | Amount |
| Net Investment Income | 895 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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