LEDERMAN FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LEDERMAN FAMILY FOUNDATION (EIN 13-7202850)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-12-06
- IRS object ID
- 201203419349100750
- Schema version
- 2011v1.2
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-12-06T12:45:49-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132738625 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DDK & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA 54TH FLR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10119 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137202850 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEDERMAN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LEDE | NameControl |
| Phone | 6312041777 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 HALSEY FARM DRIVE | AddressLine1 |
| City | SOUTHAMPTON | City |
| State | NY | State |
| ZIP Code | 11968 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROL LEDERMAN | Name |
| Title | DIRECTOR | Title |
| Phone | 6312041777 | Phone |
| Date Signed | 2012-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY FEINMAN | Name |
| PTIN | P00227146 | PTIN |
| Phone | 2129970600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 635803 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 13423 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 13351 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 28326 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 219092 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 28326 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 41749 | TotalRevenueAndExpenses |
| Total Net Investment Income | 41677 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 7700 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3850 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3850 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1630 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 68 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 125 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 125 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 7979 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 7777 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 202 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 17434 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 11695 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4177 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 62130 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 62130 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 79564 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 11695 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 66307 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -37815 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 29982 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 7550 | CashBOY |
| Cash EOY | 1831 | CashEOY |
| Cash EOYFMV | 1831 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 3837 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 6976 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 6976 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 534644 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 499409 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 576432 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 50564 | OtherAssetsBOY |
| Other Assets EOY | 50564 | OtherAssetsEOY |
| Other Assets EOYFMV | 50564 | OtherAssetsEOYFMV |
| Total Assets BOY | 596595 | TotalAssetsBOY |
| Total Assets EOY | 558780 | TotalAssetsEOY |
| Total Assets EOYFMV | 635803 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 596595 | RetainedEarningsBOY |
| Retained Earnings EOY | 558780 | RetainedEarningsEOY |
| Total Net Assets BOY | 596595 | TotalNetAssetsBOY |
| Total Net Assets EOY | 558780 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 596595 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 558780 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 596595 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -37815 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 558780 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 558780 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| SALE OF SECURITIES THROUGH NEUBERGER BERMAN | P | 2011-01-01 | 2011-12-31 | 75801 | 81225 | -5424 | -5424 |
| SALE OF SECURITIES THROUGH NEUBERGER BERMAN | P | 2010-01-01 | 2011-12-31 | 143198 | 109541 | 33657 | 33657 |
| CAPITAL GAINS DIVIDENDS | P | 93 | 93 | 93 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 28326 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 67810 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 594265 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.114107 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 69366 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 510208 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.135956 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 147101 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 732131 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.200922 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 273890 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2049490 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.133638 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 250183 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1995757 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.125357 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.709980 | TotalDistributionRatio |
| Average Distribution Ratio | 0.141996 | AverageDistributionRatio |
| Net Noncharitable Assets | 640116 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 90894 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 300 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 91194 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 66307 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 600 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 600 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 600 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1128 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 400 | TaxPaidWithExtension |
| Total Credits And Payments | 1528 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 3 | PenaltyForUnderpayment |
| Overpayment | 925 | Overpayment |
| Amount Credited To Next Year | 925 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DDK COMPANY LLP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2129770600 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 PENN PLAZA | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10119 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 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 LEDERMAN | ||||||||
| 6 HALSEY FARM DRIVE | SOUTHAMPTON | NY | 11968 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| CAROL LEDERMAN | ||||||||
| 6 HALSEY FARM DRIVE | SOUTHAMPTON | NY | 11968 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| JUDY LEDERMAN KLONER | ||||||||
| 301 EAST 69TH STREET | NEW YORK | NY | 10021 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| AMY LEDERMAN VERSCHLEISER | ||||||||
| 944 FIFTH AVE | NEW YORK | NY | 10021 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 631710 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 18154 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 649864 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 649864 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9748 | CashDeemedCharitable |
| Net Noncharitable Assets | 640116 | NetNoncharitableAssets |
| Minimum Investment Return | 32006 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 32006 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 600 | TaxBasedOnInvestmentIncome |
| Total Tax | 600 | TotalTax |
| Distributable Amount Before Adj | 31406 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 31406 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 31406 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 66307 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 66307 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 66307 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 31406 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 154027 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 177009 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 110694 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 43856 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 39224 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 524810 | TotalExcessDistriCarryover |
| Qualifying Distributions | 66307 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 31406 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 34901 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 559711 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 154027 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 405684 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 177009 | ExcessFromYear4 |
| Excess From Year3 | 110694 | ExcessFromYear3 |
| Excess From Year2 | 43856 | ExcessFromYear2 |
| Excess From Year1 | 39224 | ExcessFromYear1 |
| Excess From Current Year | 34901 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (38 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 500 WEST 185TH ST | NEW YORK | NY | 10033 | NONE | EXEMPT | CHARITABLE | $1,900 |
| CHABAD OF SOUTHAMPTON JEWISH CENTER | |||||||
| 214 HILL ST | SOUTHAMPTON | NY | 11968 | NONE | EXEMPT | CHARITABLE | $1,000 |
| CONGREGATION ORACH CHAIM | |||||||
| 1459 LEXINGTON AVE | NEW YORK | NY | 10128 | NONE | EXEMPT | CHARITABLE | $700 |
| FEGS | |||||||
| 315 HUDSON STREET | NEW YORK | NY | 10013 | NONE | EXEMPT | CHARITABLE | $500 |
| JEWISH GUILD FOR THE BLIND | |||||||
| 15 WEST 65TH STREET | NEW YORK | NY | 10023 | NONE | EXEMPT | CHARITABLE | $1,200 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | EXEMPT | CHARITABLE | $1,000 |
| NEW YORK PRESBYTERIAN | |||||||
| 525 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | EXEMPT | CHARITABLE | $3,000 |
| PALM BEACH COUNTRY CLUB FOUNDATION | |||||||
| PO BOX 615 | PALM BEACH | FL | 33480 | NONE | EXEMPT | CHARITABLE | $1,000 |
| PALM BEACH SYNAGOGUE | |||||||
| PO BOX 1028 | PALM BEACH | FL | 33480 | NONE | EXEMPT | CHARITABLE | $2,650 |
| PARK EAST SYNAGOGUE | |||||||
| 163 EAST 67TH STREET | NEW YORK | NY | 10065 | NONE | EXEMPT | CHARITABLE | $7,135 |
| SOUTHAMPTION HOSPITAL FOUNDATION | |||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | NONE | EXEMPT | CHARITABLE | $2,500 |
| SOUTHAMPTION VILLAGE VOLUNTEER AMBU | |||||||
| 44 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11969 | NONE | EXEMPT | CHARITABLE | $200 |
| TEMPLE ISRAEL | |||||||
| 112 EAST 75TH ST | NEW YORK | NY | 10021 | NONE | EXEMPT | CHARITABLE | $3,520 |
| THE ATLANTIC GOLF CLUB FOUNDATION | |||||||
| PO BOX 1890 | BRIDGEHAMPTION | NY | 11932 | NONE | EXEMPT | CHARITABLE | $2,000 |
| THE BIRCH WATHEN LENOX SCHOOL | |||||||
| 210 EAST 77TH STREET | NEW YORK | NY | 10075 | NONE | EXEMPT | CHARITABLE | $10,000 |
| UJA FEDERATION OF NY | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | EXEMPT | CHARITABLE | $6,500 |
| AIDS WALK NEW YORK | |||||||
| OLD CHELSEA STATION PO BOX 10 | NEW YORK | NY | 10113 | NONE | EXEMPT | CHARITABLE | $150 |
| ANIMAL RESCUE ADOPTION CENTER | |||||||
| 90 DANIELS HOLE ROAD | WAINSCOTT | NY | 11975 | NONE | EXEMPT | CHARITABLE | $250 |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | |||||||
| 500 FIFTH AVENUE SUITE 2540 | NEW YORK | NY | 10110 | NONE | EXEMPT | CHARITABLE | $500 |
| CHILDREN'S MUSEUM OF THE EAST END | |||||||
| 376 BRIDGEHAMPTON PO BOX 316 | BRIDGEHAMPTON | NY | 11932 | NONE | EXEMPT | CHARITABLE | $1,400 |
| CROHN'S AND COLITIS FOUNDATION | |||||||
| 386 PARK AVENUE SOUTH 17TH FLOOR | NEW YORK | NY | 10016 | NONE | EXEMPT | CHARITABLE | $200 |
| FRATERNAL ORDER OF POLICE - LODGE #19 | |||||||
| 5876 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33417 | NONE | EXEMPT | CHARITABLE | $500 |
| THE MACK FOUNDATION | |||||||
| UNKNOWN | NA | NY | 00000 | NONE | EXEMPT | CHARITABLE | $300 |
| AMERICAN FRIENDS OF THE INTERDISCIPLINARY CENTER OF HERZLIYA | |||||||
| 116 EAST 16TH | NEW YORK | NY | 10003 | NONE | EXEMPT | CHARITABLE | $500 |
| AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA | |||||||
| 122 EAST 42ND STREET SUITE 4507 | NEW YORK | NY | 10168 | NONE | EXEMPT | CHARITABLE | $2,500 |
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | EXEMPT | CHARITABLE | $3,000 |
| MELOMA RESEARCH FOUNDATION | |||||||
| 1411 K STREET NW SUITE 500 | WASHINGTON | DC | 20005 | NONE | EXEMPT | CHARITABLE | $1,500 |
| NEW YORK LAW SCHOOL | |||||||
| 185 WEST BROADWAY | NEW YORK | NY | 10013 | NONE | EXEMPT | CHARITABLE | $2,000 |
| NATIONAL VULVODYNIA ASSOCIATION | |||||||
| PO BOX 4491 | SILVER SPRING | MD | 20914 | NONE | EXEMPT | CHARITABLE | $100 |
| UNITED WAY OF PALM BEACH COUNTY | |||||||
| 2600 QUANTUM BLVD | BOYNTON BEACH | FL | 33426 | NONE | EXEMPT | CHARITABLE | $1,000 |
| PARRISH ART MUSEUM | |||||||
| 25 JOBS LANE | SOUTHAMPTON | NY | 11968 | NONE | EXEMPT | CHARITABLE | $135 |
| ZOELLER MOTORSPORTS MINISTRIES | |||||||
| PO BOX 6885 | FORT MYERS | FL | 33911 | NONE | EXEMPT | CHARITABLE | $300 |
| THE KIPS BAY BOYS AND GIRLS CLUB | |||||||
| 1930 RANDALL AVE | BRONX | NY | 10473 | NONE | EXEMPT | CHARITABLE | $30 |
| SOLOMON R GUGGENHEIM MUSEUM | |||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | EXEMPT | CHARITABLE | $875 |
| SOUTHAMPTON TOWN PBA | |||||||
| 168 OLD COUNTRY RD | SPEONK | NY | 11972 | NONE | EXEMPT | CHARITABLE | $100 |
| THE BREAST CANCER RESEARCH FOUNDATION | |||||||
| 60 EAST 56TH STREET 8TH FLOOR | NEW YORK | NY | 10022 | NONE | EXEMPT | CHARITABLE | $135 |
| THE WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||
| 1828 L STREET NW SUITE 1050 | WASHINGTON | DC | 20036 | NONE | EXEMPT | CHARITABLE | $1,200 |
| MISCELLANEOUS CONTRIBUTIONS THROUGH CREDIT CARD | |||||||
| UNKNOWN | NA | NY | 00000 | NONE | EXEMPT | CHARITABLE | $650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 62130 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $13,423 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $28,326 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $41,749 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 41749 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $7,700 | Amount |
| Net Investment Income | 3850 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 3850 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | NEUBERGER & BERMAN | NameOfStock |
| EOY Book Value | 499409 | EOYBookValue |
| EOYFMV | 576432 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED MADOFF THEFT LOSS (SEE FOOTNOTE) | Description |
| BOY Book Value | 50564 | BOYBookValue |
| EOY Book Value | 50564 | EOYBookValue |
| EOYFMV | 50564 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| NYS FILING FEES | 100 | 0 | 0 | 100 |
| INVESTMENT ADVISORY FEES | 7777 | 7777 | 0 | 0 |
| BANK FEES | 89 | 0 | 0 | 89 |
| POSTAGE | 13 | 0 | 0 | 13 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FOREIGN TAXES | $68 | 68 | 0 | 0 |
| FEDERAL EXCISE TAXES | $1,562 | 0 | 0 | 0 |
Comments