SOL GOLDMAN CHARITABLE TRUST: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
SOL GOLDMAN CHARITABLE TRUST (EIN 13-3577310)
Tax period
2011-02-01 to 2012-01-31
Filed
2012-12-12
IRS object ID
201203479349100005
Schema version
2011v1.3
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-12-12T15:48:16-06:00Timestamp
Tax Period End Date2012-01-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1666 THIRD AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100174057ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-02-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN133577310EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE SOL GOLDMAN CHARITABLE TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% PERRY BEEKInCareOfName
Name ControlSOLGNameControl
Phone2122652280Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1640 FIFTH AVENUEAddressLine1
Address Line2THIRD FLOORAddressLine2
CityNEW YORKCity
StateNYState
ZIP Code10019ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJane goldmanName
TitleJane goldmanTitle
Date Signed2012-12-12DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
Phone2125990100Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
NECTXNECT
FMV Assets EOY97306287FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss0ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss1337890InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm1337890InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss1096125DividendsRevAndExpnss
Dividends Net Invst Incm1096125DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss778767NetGainSaleAssetsRevAndExpnss
Gross Sales Price144988217GrossSalesPrice
Capital Gain Net Incm Net Invst Incm778767CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses3212782TotalRevenueAndExpenses
Total Net Investment Income3212782TotalNetInvestmentIncome
Oth Empl Slrs Wgs Rev And Expnss68693OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps68693OthEmplSlrsWgsDsbrsChrtblPrps
Accounting Fees Rev And Expnss14480AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm7240AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm0AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps7240AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss229555OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm229555OtherProfFeesNetInvstIncm
Interest Rev And Expnss81612InterestRevAndExpnss
Interest Net Invst Incm81612InterestNetInvstIncm
Taxes Rev And Expnss58515TaxesRevAndExpnss
Taxes Net Invst Incm1118TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps57397TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss19504OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm17778OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps1726OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss472359TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm337303TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps135056TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss5629928ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps5629928ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss6102287TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm337303TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps5764984TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-2889505ExcessOfRevenueOverExpenses
Net Investment Income2875479NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY50563CashBOY
Cash EOY78200CashEOY
Cash EOYFMV78200CashEOYFMV
Savings And Temp Cash Invst BOY1952254SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY783132SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV783132SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY79889363InvestmentsCorpStockBOY
Investments Corp Stock EOY75522413InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV82171735InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY11604152InvestmentsCorpBondsBOY
Investments Corp Bonds EOY13995420InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV13995420InvestmentsCorpBondsEOYFMV
Investments Other BOY410278InvestmentsOtherBOY
Investments Other EOY277800InvestmentsOtherEOY
Investments Other EOYFMV277800InvestmentsOtherEOYFMV
Total Assets BOY93906610TotalAssetsBOY
Total Assets EOY90656965TotalAssetsEOY
Total Assets EOYFMV97306287TotalAssetsEOYFMV
Accounts Payable BOY588AccountsPayableBOY
Other Liabilities BOY1271OtherLiabilitiesBOY
Other Liabilities EOY1719OtherLiabilitiesEOY
Total Liabilities BOY1859TotalLiabilitiesBOY
Total Liabilities EOY1719TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Paid In Or Capital Surplus BOY93544751PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY90655246PaidInOrCapitalSurplusEOY
Total Net Assets BOY93544751TotalNetAssetsBOY
Total Net Assets EOY90655246TotalNetAssetsEOY
Total Liabilities Net Assets BOY93546610TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY90656965TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY93544751TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-2889505ExcessOfRevenueOverExpenses
Subtotal90655246Subtotal
Total Net Assets Fund Balances EOY90655246TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)

Description Of AssetDescriptionOfAssetGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
JP MORGAN A37264008120875122695-1820-1820
JP MORGAN A14322001141770451141122183648268648268
WELLS FARGO 7905-8623309689130076708922189221
CAPITAL GAIN DISTRIBUTION43098
FieldValueIRS element (for citing)
Capital Gain Net Income778767CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year14467000QualifyingDistributionsYear1
Noncharitable Assets Year193730430NoncharitableAssetsYear1
Distribution Ratio Year10.047658DistributionRatioYear1
Qualifying Distributions Year24393060QualifyingDistributionsYear2
Noncharitable Assets Year292110192NoncharitableAssetsYear2
Distribution Ratio Year20.047694DistributionRatioYear2
Qualifying Distributions Year38939074QualifyingDistributionsYear3
Noncharitable Assets Year3103442141NoncharitableAssetsYear3
Distribution Ratio Year30.086416DistributionRatioYear3
Qualifying Distributions Year48994847QualifyingDistributionsYear4
Noncharitable Assets Year4134975743NoncharitableAssetsYear4
Distribution Ratio Year40.06664DistributionRatioYear4
Qualifying Distributions Year56071550QualifyingDistributionsYear5
Noncharitable Assets Year5127185102NoncharitableAssetsYear5
Distribution Ratio Year50.047738DistributionRatioYear5
Total Distribution Ratio0.296146TotalDistributionRatio
Average Distribution Ratio0.059229AverageDistributionRatio
Net Noncharitable Assets92760671NetNoncharitableAssets
Adjusted Noncharitable Assets5494122AdjustedNoncharitableAssets
One Percent Net Investment Income28755OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One5522877AdjNonchrtblAssetsAndOnePct
Qualifying Distributions5764984QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax28755InvestmentIncomeExciseTax
Subtotal28755Subtotal
Tax Based On Investment Income28755TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment68000EstTaxPaymentsAndOverpayment
Total Credits And Payments68000TotalCreditsAndPayments
Overpayment39245Overpayment
Amount Credited To Next Year39245AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1PERRY BEEKBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number2122652280BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1640 FIFTH AVENUEAddressLine1
Citynew yorkCity
StateNYState
ZIP Code10019ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersontruePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions0ActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
jane h goldman
640 FIFTH AVENUENEW YORKNY10019TRUSTEE1.00
allan h goldman
640 FIFTH AVENUENEW YORKNY10019TRUSTEE1.00
louisa little
640 FIFTH AVENUENEW YORKNY10019TRUSTEE1.00

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1N/ADescription1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1NONEDescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities90852251AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances2007336AvgMonthlyCashBalances
FMV All Other Noncharitable Assets1313683FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets94173270TotalFMVOfUnusedAssets
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets94173270AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1412599CashDeemedCharitable
Net Noncharitable Assets92760671NetNoncharitableAssets
Minimum Investment Return4638034MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return4638034MinimumInvestmentReturn
Tax Based On Investment Income28755TaxBasedOnInvestmentIncome
Total Tax28755TotalTax
Distributable Amount Before Adj4609279DistributableAmountBeforeAdj
Distributable Amount Before Ded4609279DistributableAmountBeforeDed
Distributable Amount As Adjusted4609279DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions5764984ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets0AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test0AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test0AmountsSetAsideCashDistriTest
Qualifying Distributions5764984QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm28755OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions5736229AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted4609279DistributableAmountAsAdjusted
Undistributed Income Prior Year242603UndistributedIncomePriorYear
Prior Year12009PriorYear1
Prior Year22008PriorYear2
Prior Year32007PriorYear3
Excess Distri Carryover Year10ExcessDistriCarryoverYear1
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions5764984QualifyingDistributions
Applied To Year1242603AppliedToYear1
Applied To Current Year4609279AppliedToCurrentYear
Remaining Distri From Corpus913102RemainingDistriFromCorpus
Total Corpus913102TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year913102ExcessDistriCyovToNextYear
Excess From Year10ExcessFromYear1
Excess From Current Year913102ExcessFromCurrentYear
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundations

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManager
Shareholder ManagerNONEShareholderManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameJANE GOLDMANRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1640 FIFTH AVE 3RD FL NY 10019AddressLine1
Cityfifth ave rd flCity
StateNYState
ZIP Code10019ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number2122652280RecipientPhoneNumber
Form And Info And MaterialsTHE FOUNDATION DOES NOT HAVE A FORMAL APPLICATION FORM. POTENTIAL GRANTEES ARE REQUIRED TO PROVIDE THE FOUNDATION DETAILS ON THE PURPOSE BEHIND THE GRANT AS WELL AS VERIFICATION OF THEIR TAX-EXEMPT STATUS.FormAndInfoAndMaterials
Submission DeadlinesTHERE ARE NO SUBMISSION DEADLINES.SubmissionDeadlines
Restrictions On AwardsTHERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS SUCH AS BY GEOGRAPHICAL AREAS, CHARITABLE FIELDS, KINDS OF INSTITUTIONS OR OTHER FACTORS.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (55 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line1RecipientForeignAddress/AddressLine1CityRecipientForeignAddress/CityCountryRecipientForeignAddress/CountryPostal CodeRecipientForeignAddress/PostalCode
ALZHEIMERS ASSOCIATION
225 N Michigan AveChicagoIL60601NONE170(B)(1)(A)(VI)Alzheimers, care, support and research$15,000
American Jewish Joint Distribution
143 East 43rd StNew YorkNY10017NONE170(B)(1)(A)(VI)Rescue Jewish lives at risk, Jews in need, renew Jewish identity$25,000
BOSTON MEDICAL LIBRARY
10 Shattuck StBostonMA02115NONE170(B)(1)(A)(VI)advance quality of health and healthcare of people$2,500
BOSTON UNIVERSITY HILLEL HOUSE
213 Bay State RoadBostonMA02215NONE170(B)(1)(A)(VI)Promote Jewish culture$2,500
BROKEN BUT LOVED
PO Box 2631WillowstreetPA17584NONE170(B)(1)(A)(VI)Taking action against teen substance abuse$1,000
BROWN UNIVERSITY
PO Box 1980ProvidenceRI02912NONE170(B)(1)(A)(II)Educational$1,000,000
BUCKINGHAM BROWNE & NICHOLS
80 Gerrys Landing RdCambridgeMA02138NONE170(B)(1)(A)(II)Educational$18,000
CENTRAL PARK CONSERVANCY
14 East 60th StNew YorkNY10022NONE170(B)(1)(A)(VI)Restore, manage and preserve Central Park$100,000
CHRIST EPISCOPAL CHURCH
33 Jefferson StGarden CityNY11530NONE170(B)(1)(A)(VI)Religious$1,000
CITY HARVEST
575 8th Ave 4th FlNew YorkNY10018NONE170(B)(1)(A)(VI)Feeding city's hungry men, women and children$164,754
City Meals on Wheels
355 Lexington AveNew YorkNY10017NONE170(B)(1)(A)(VI)Feed elderly New Yorkers$10,000
COMBINED JEWISH PHILANTHROPIES
126 High StBostonMA02110NONE170(B)(1)(A)(VI)Fufill needs and aspirations of Boston's Jewish community$1,500
CONGREGATION MISHKAN TEFILA
300 Hammond Pond ParkwayChestnut HillMA02467NONE170(B)(1)(A)(VI)Religious$4,000
DWIGHT-ENGLEWOOD 170(B)(1)(A)(II)
315 East Palisade AvenueEnglewoodNJ076313146NONE170(B)(1)(A)(II)Educational$15,000
ENGLEWOOD HOSPITAL
350 Engle StEnglewoodNJ07631NONE170(B)(1)(A)(VI)Hospital$10,000
FEGS
315 Hudson StNew YorkNY10013NONE170(B)(1)(A)(VI)Provide cost effective health and human services$25,000
GOOD SPORTS
150 Mount Vernon St 1DorchesterMA02125NONE170(B)(1)(A)(VI)Distributes sports equipment, footwear and apparel$3,000
HILLEL
12321 University BlvdOrlandoFL32817NONE170(B)(1)(A)(VI)Promote Jewish culture$300,000
JEWISH COMMUNITY CENTER OF GREATER BOSTON
333 Nahanton StNewtonMA02459NONE170(B)(1)(A)(VI)Community Services$10,000
JEWISH FAMILY AND CHILDREN'S SERVICES OF GREATER B
1340 Center StNewtonMA02459NONE170(B)(1)(A)(VI)Community Services$20,000
JEWISH HOME AT ROCKLEIGH
10 Link DriveRockleighNJ07647NONEPrivate Non- ProfitRetirement Home$10,000
John Hopkins University
3400 N Charles StBaltimoreMD21218NONE170(B)(1)(A)(II)Educational$932,666
KAPLAN JCC ON THE PALISADES
411 East Clinton AveTenaflyNJ07670NONE170(B)(1)(A)(VI)Organization for Jewish activity and identification$5,000
LIGHTHOUSE INTERNATIONAL
111 East 59th StreetNew YorkNY100221202NONE170(B)(1)(A)(VI)Preserve Vision$96,754
MAKE A WISH FOUNDATION
4742 N24th St Suite 400PhoenixAZ85016NONE170(B)(1)(A)(VI)Enrich lives of children with severe injuries$10,000
MANNES COLLEGE- THE NEW 170(B)(1)(A)(II) FOR MUSIC
150 W85th StNew YorkNY10024NONE170(B)(1)(A)(II)Educational$25,000
MAYO CLINIC JACKSONVILLE
4500 San Pablo RoadJacksonvilleFL32224NONE170(B)(1)(A)(VI)Hospital$25,000
MICHAEL J FOX FOUNDATION
PO Box 780New YorkNY10008NONE170(B)(1)(A)(VI)Cure Parkinson's disease$164,754
New Heritage Theatre
253 W138th StNew YorkNY10030NONE170(B)(1)(A)(VI)Black Theater Company$10,000
NEW YORK CITY CENTER
130 West 56th StNew YorkNY10019NONE170(B)(1)(A)(VI)Make the finest in performance arts accessible to broadest possible audience$150,000
New York Needs You Benefit Office
589 8th AveNew YorkNY10018NONE170(B)(1)(A)(VI)Preparing first generation college students realize college and career potential$50,000
NY TIMES NEEDIEST CASES FUNDS
4 Chase Metrotech Center 7th FlBrooklynNY11245NONE170(B)(1)(A)(VI)general appeal for poor and help agencies solicit funds$10,000
PARKINSON'S DISEASE FOUNDATION
1359 BroadwayNew YorkNY10018NONE170(B)(1)(A)(VI)Parkinson's disease research, education and public advocacy$25,000
PROJECT MORRY
900 Dobbs Ferry RdWhite PlainsNY10607NONE170(B)(1)(A)(VI)Youth development organization for inner city children$1,000
RAMAZ
60 E78th StNew YorkNY10075NONE170(B)(1)(A)(II)Educational$25,000
Roundabout Theatre Company
231 West 39th St Suite 1200New YorkNY10018NONE170(B)(1)(A)(VI)Theater Company$25,000
SAFE FOUNDATION INC
PO Box 230060BrooklynNY11223NONE170(B)(1)(A)(VI)Drug, alcohol and gambling treatment center$25,000
SALVATION ARMY
120 W14th StNew YorkNY10011NONE170(B)(1)(A)(VI)Meet human needs$10,000
ST FRANCIS HOSPITAL ASSOCIATION
100 Port Washington BlvdRoslynNY11576NONE170(B)(1)(A)(VI)Hospital$15,000
STUYVESANT HIGH 170(B)(1)(A)(II) ALUMNI ASSOCIATIO
345 Chambers StNew YorkNY10282NONE170(B)(1)(A)(VI)Alumni Association$10,000
SYRACUSE UNIVERSITY
200 Crouse CollegeSyracuseNY13244NONE170(B)(1)(A)(II)Educational$10,000
THE BREAST CANCER RESEARCH FOUNDATION
60 E56th St 8th FloorNew YorkNY10022NONE170(B)(1)(A)(VI)Achieve prevention and cure for breast cancer$25,000
THE BRIDGE
248 W 108TH StNew YorkNY10025NONE170(B)(1)(A)(VI)Help people with mental illness, substance abuse,homeless, HIV$10,000
THE DANA FARBER CANCER INSTITUTE
44 Binney StBostonMA02115NONE170(B)(1)(A)(VI)Provide care for cancer patients$20,000
THE GOLD FOUNDATION
619 Palisade AveEnglewoodNJ07632NONE170(B)(1)(A)(VI)Promote humanism in medicine by way of medical school training$2,000
The Israel Museum Jerusalem
NONE170(B)(1)(A)(VI)Museum$100,000POB 71117JerusalemIS91710
THE PUBLIC THEATRE
425 Lafayette StNew YorkNY10003NONE170(B)(1)(A)(VI)Theatrical Producer of Shakespeare and new work$25,000
THE RASHI 170(B)(1)(A)(II)
15 Walnut ParkNewtonMA02458NONE170(B)(1)(A)(II)Educational$15,000
THIRTEENWNET NEW YORK
450 W33rd StNew YorkNY10001NONE170(B)(1)(A)(VI)Public television$15,000
TRAVIS ROY FOUNDATION
60 State Street 8th FloorBostonMA02109NONE170(B)(1)(A)(VI)Enhancing life of people with spinal cord injuries$1,500
TUFTS HILLEL HOUSE
220 Packard AveMedfordMA02155NONE170(B)(1)(A)(VI)Promote Jewish culture$5,000
UJA FEDERATION OF NORTHERN NJ
111 Kinderkamack RoadRiver EdgeNJ07661NONE170(B)(1)(A)(VI)Community Services$18,000
VALTARESE FOUNDATION INC
23-01 33rd StAstoriaNY11105NONE170(B)(1)(A)(VI)Helps people of the Valley of the Taro River$5,000
VANDERBILT UNIVERSITY
2301 Vanderbilt PlaceNashvilleTN37235NONE170(B)(1)(A)(II)Educational$25,000
YALE LAW 170(B)(1)(A)(II)
PO Box 208215New HavenCT06520NONE170(B)(1)(A)(II)Educational$2,000,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year5629928TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

FieldValueIRS element (for citing)
Fees Contracts From Govt AgenciesFeesContractsFromGovtAgencies
Membership Dues And AssessmentsMembershipDuesAndAssessments

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1,337,890ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1,096,125ExclusionAmount
FieldValueIRS element (for citing)
Net Rental Incm Re Debt Fincd PropNetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal PropertyNetRentalIncmPersonalProperty
Other Investment Income Part VIIOtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$778,767ExclusionAmount
FieldValueIRS element (for citing)
Net Income Loss From Special EventsNetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of InvntryGrossProfitLossSalesOfInvntry

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$3,212,782ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA3212782TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryGRANT THORNTON LLPCategory
Amount$14,480Amount
Net Investment Income7240NetInvestmentIncome
Disbursements Charitable Prps7240DisbursementsCharitablePrps

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

FieldValueIRS element (for citing)
DescriptionNONEDescription

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

FieldValueIRS element (for citing)
Name Of BondJP MORGAN CHASENameOfBond
EOY Book Value13995420EOYBookValue
EOYFMV13995420EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (3 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
WELLS FARGO1666508021541826
JP MORGAN CHASE5471054456368406
FRANKLIN TEMP MUTUAL41467894261503

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemLTD PARTNERSHIP INVESTMENTSCategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value277800BookValue
EOYFMV277800EOYFMV

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksDisbursements Charitable PrpsDisbursementsCharitablePrpsNet Investment IncomeNetInvestmentIncome
NYS CHARITY FILING FEE15001500
UNEMPLOYMENT INSURANCE226226
NET LOSS FROM LP'S1777817778

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUSDescription
BOY Book Value1271BOYBookValue
EOY Book Value1719EOYBookValue

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategory
Amount$229,555Amount
Net Investment Income229555NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FOREIGN TAXES$1,1181118
PAYROLL$5,6005600
EXCISE TAXES$51,79751797

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