SPEKTOR FAMILY FOUNDATION INC: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
SPEKTOR FAMILY FOUNDATION INC (EIN 13-6277982)
Tax period
2010-07-01 to 2011-06-30
Filed
2012-05-15
IRS object ID
201231369349102158
Schema version
2010v3.4
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)
Timestamp2012-05-15T14:27:37-05:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CBIZ MHM LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11065 AVENUE OF THE AMERICASAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10018ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN136277982EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SPEKTOR FAMILY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSPEKNameControl
Phone2127905724Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1262 CENTRAL PARK WEST NO 14EAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100243512ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMIRA SPEKTORName
TitleOFFICERTitle
Phone2127905724Phone
Date Signed2012-05-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSTEVEN E GOLDENName
Phone2127905700Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY3195389FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss12228InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm12228InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss43DividendsRevAndExpnss
Dividends Net Invst Incm43DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss0NetGainSaleAssetsRevAndExpnss
Gross Sales Price218167GrossSalesPrice
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss8298OtherIncomeRevAndExpnss
Other Income Net Invst Incm8298OtherIncomeNetInvstIncm
Total Revenue And Expenses20569TotalRevenueAndExpenses
Total Net Investment Income20569TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss7195AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm3598AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps3597AccountingFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss12046OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm11426OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps620OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss19241TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm15024TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps4217TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss167590ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps167590ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss186831TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm15024TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps171807TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-166262ExcessOfRevenueOverExpenses
Net Investment Income5545NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY1037CashBOY
Cash EOY1037CashEOY
Cash EOYFMV1037CashEOYFMV
Investments Govt Oblig BOY155250InvestmentsGovtObligBOY
Investments Govt Oblig EOY0InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV0InvestmentsGovtObligEOYFMV
Investments Other BOY3131457InvestmentsOtherBOY
Investments Other EOY3194352InvestmentsOtherEOY
Investments Other EOYFMV3194352InvestmentsOtherEOYFMV
Total Assets BOY3287744TotalAssetsBOY
Total Assets EOY3195389TotalAssetsEOY
Total Assets EOYFMV3195389TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY3544785CapitalStockBOY
Capital Stock EOY3452430CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY-257041RetainedEarningsBOY
Retained Earnings EOY-257041RetainedEarningsEOY
Total Net Assets BOY3287744TotalNetAssetsBOY
Total Net Assets EOY3195389TotalNetAssetsEOY
Total Liabilities Net Assets BOY3287744TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY3195389TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY3287744TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-166262ExcessOfRevenueOverExpenses
Other Increases83173OtherIncreases
Subtotal3204655Subtotal
Other Decreases9266OtherDecreases
Total Net Assets Fund Balances EOY3195389TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of Asset150,000 US TREASURY BONDSDescriptionOfAsset
How AcquiredPHowAcquired
Date Acquired1951-01-01DateAcquired
Date Sold2011-06-21DateSold
Gross Sales Price218167GrossSalesPrice
Cost Or Other Basis218167CostOrOtherBasis
Gain Or Loss0GainOrLoss
Gains Minus Excess Or Losses0GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income0CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1216120QualifyingDistributionsYear1
Noncharitable Assets Year13451545NoncharitableAssetsYear1
Distribution Ratio Year10.062615DistributionRatioYear1
Qualifying Distributions Year2103800QualifyingDistributionsYear2
Noncharitable Assets Year23495909NoncharitableAssetsYear2
Distribution Ratio Year20.029692DistributionRatioYear2
Qualifying Distributions Year3112650QualifyingDistributionsYear3
Noncharitable Assets Year33516052NoncharitableAssetsYear3
Distribution Ratio Year30.032039DistributionRatioYear3
Qualifying Distributions Year472675QualifyingDistributionsYear4
Noncharitable Assets Year43341616NoncharitableAssetsYear4
Distribution Ratio Year40.021748DistributionRatioYear4
Qualifying Distributions Year5196349QualifyingDistributionsYear5
Noncharitable Assets Year53138087NoncharitableAssetsYear5
Distribution Ratio Year50.062570DistributionRatioYear5
Total Distribution Ratio0.208664TotalDistributionRatio
Average Distribution Ratio0.041733AverageDistributionRatio
Net Noncharitable Assets3209656NetNoncharitableAssets
Adjusted Noncharitable Assets133949AdjustedNoncharitableAssets
One Percent Net Investment Income55OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One134004AdjNonchrtblAssetsAndOnePct
Qualifying Distributions171807QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax55InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal55Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income55TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment7163EstTaxPaymentsAndOverpayment
Total Credits And Payments7163TotalCreditsAndPayments
Overpayment7108Overpayment
Amount Credited To Next Year7108AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameMIRA SPEKTORBooksInCareOfPersonName
Books In Care Of Phone Number2127905724BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1262 CENTRAL PARK WEST APT 14EAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100243512ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

FieldValueIRS element (for citing)
Person NameMIRA SPEKTORPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1262 CENTRAL PARK WESTAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10024ZIPCode
FieldValueIRS element (for citing)
TitlePRESIDENTTitle
Avg Hours Per Wk Devoted To Position0.00AvgHoursPerWkDevotedToPosition
Compensation0Compensation
Contri To Empl Benefit Plans Etc0ContriToEmplBenefitPlansEtc
Expense Account Other Allowances0ExpenseAccountOtherAllowances
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities202937AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances2845180AvgMonthlyCashBalances
FMV All Other Noncharitable Assets210417FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets3258534TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets3258534AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable48878CashDeemedCharitable
Net Noncharitable Assets3209656NetNoncharitableAssets
Minimum Investment Return160483MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return160483MinimumInvestmentReturn
Tax Based On Investment Income55TaxBasedOnInvestmentIncome
Total Tax55TotalTax
Distributable Amount Before Adj160428DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded160428DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted160428DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions171807ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions171807QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm55OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions171752AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted160428DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year354323ExcessDistriCarryoverYear3
Excess Distri Carryover Year2103800ExcessDistriCarryoverYear2
Excess Distri Carryover Year1216120ExcessDistriCarryoverYear1
Total Excess Distri Carryover374243TotalExcessDistriCarryover
Qualifying Distributions171807QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus171807TreatedAsDistriFromCorpus
Applied To Current Year0AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus160428ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY160428ExcessDistriCyovAppliedCY
Total Corpus385622TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year385622ExcessDistriCyovToNextYear
Excess From Year1213815ExcessFromYear1
Excess From Current Year171807ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameMIRA SPEKTORRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1262 CENTRAL PARK WEST APT 14EAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10024ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number2127905724RecipientPhoneNumber
Form And Info And MaterialsBY LETTERFormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsNONERestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (25 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodePurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AMERICAN JEWISH COMMITTEE
165 EAST 56TH STREETNEW YORKNY10022COMMUNITY SERVICES$10,000
DOWNTOWN MUSIC PRODUCTIONS
310 EAST 12TH STREET STE 2HNEW YORKNY10003SUPPORT OF ARTS$4,040
EAST HAMPTON FOOD PANTRY INC
219-50 ACCABONAC ROADEAST HAMPTONNY11937COMMUNITY SERVICES$10,000
GEORGE LONDON FOUNDATION
460 WEST 49TH STREETNEW YORKNY10019COMMUNITY SERVICES$1,000
GOLDEN FLEECE LTD
70A GREENWICH AVENUE 256NEW YORKNY10011COMMUNITY SERVICES$500
GUILD HALL
158 MAIN STREETEAST HAMPTONNY11937SUPPORT OF ARTS$4,000
MANNES COLLEGE OF MUSIC
150 WEST 85TH STREETNEW YORKNY10024EDUCATIONAL PROGRAMS$6,000
METROPOLITAN OPERA
LINCOLN CENTERNEW YORKNY10023SUPPORT OF ARTS$6,000
NEW YORK STEM CELL FOUNDATION
163 AMSTERDAM AVENUE 309NEW YORKNY10023HEALTH PROGRAMS$5,000
PLANNED PARENTHOOD
434 WEST 33RD STREETNEW YORKNY10001COMMUNITY SERVICES$50,000
RE'UTH (AMERICAN FRIENDS OF ISRAEL)
390 5TH AVE 902NEW YORKNY10018COMMUNITY SERVICES$1,000
THE HAMPTONS INT'L FILM FESTIVAL
30 WEST 26TH STREET 7TH FLNEW YORKNY10010SUPPORT OF ARTS$10,000
THE METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028SUPPORT OF ARTS$4,500
THE YORK THEATRE
619 LEXINGTON AVENUENEW YORKNY10022SUPPORT OF ARTS$1,000
BROTHERHOODSISTER
512 W 143 HAMILTON PLACENEW YORKNY10001SUPPORT OF ARTS$5,000
NEW YORK UNIVERSITY
70 WASHINGTON SQUARE SOUTHNEW YORKNY10012EDUCATIONAL PROGRAMS$25,000
NEW ISRAEL FUND
330 7TH AVENUE 1101NEW YORKNY10001EDUCATIONAL PROGRAMS$10,000
GAINESVILLE YOUTH CHORUS
PO BOX 14291GAINESVILLEFL32604SUPPORT OF ARTS$3,000
AMERICAN ISRAEL CULTURAL FOUNDATION
1140 BROADWAY STE 304NEW YORKNY10001SUPPORT OF ARTS$200
KADIMUS INC
74 MOUNMENT AVENUEBENNINGTONVT05201EDUCATIONAL PROGRAMS$500
MOUNT SINAI SCHOOL OF MEDICINE
ONE GUSTAVE L LEVY PLACENEW YORKNY10029EDUCATIONAL PROGRAMS$5,000
WQXR
122 5TH AVENUENEW YORKNY10011SUPPORT OF ARTS$5,000
NATIONAL COUNCIL OF JEWISH WOMAN
475 RIVERSIDE DRIVE STE 1901NEW YORKNY10115COMMUNITY SERVICES$400
JAPAN EARTHQUARE RELIEF FUND
333 EAST 47TH STREETNEW YORKNY10017COMMUNITY SERVICES$200
PROSPECT THEATRE COMPANY
520 8TH AVENUE STE 307NEW YORKNY10018SUPPORT OF ARTS$250
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year167590TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$12,228ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$43ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Exclusion Code01ExclusionCode
Exclusion$8,298ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$20,569ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA20569TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$7,195Amount
Net Investment Income3598NetInvestmentIncome
Disbursements Charitable Prps3597DisbursementsCharitablePrps

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionSPEKTOR FAMILY FOUNDATION INC 13-6277982 262 CENTRAL PARK WEST NO. 14E NEW YORK, NY 10024-3512PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. SIGNED:_______________________________ DATE ______________ _______________________________ NAME AND TITLEElection

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Securities EOY Book Value0USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV0USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val0StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV0StateLocalSecuritiesEOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
U.S. TRUSTAT COST669352669352
STIFEL NICOLAUSAT COST25250002525000

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

FieldValueIRS element (for citing)
DescriptionBOOK/TAX DIFFERENCES - U.S. TRUSTDescription
Amount$9,266Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
THRU NEW CASTLE PARTNERS, LLC844484440
INVESTMENT EXPENSES298229820
FILING FEES5000500
MISCELLANEOUS1200120

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncome
THRU NEW CASTLE PARTNERS, LLC159915991599
UNRELATED BUSINESS TAX REFUNDS669966996699

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

DescriptionDescriptionAmountAmount
BOOK/TAX DIFFERENCES - NEW CASTLE PARTNERS (U.S.) LP$6,822
UNREALIZED GAINS - INVESTMENTS$76,351

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