JOELSON FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
JOELSON FOUNDATION (EIN 13-6220799)
Tax period
2010-04-01 to 2011-03-31
Filed
2012-03-01
IRS object ID
201240619349100119
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-03-01T12:56:47-06:00Timestamp
Tax Period End Date2011-03-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1WITHUM SMITH BROWN PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line15 VAUGHN DRAddressLine1
CityPRINCETONCity
StateNJState
ZIP Code085406313ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-04-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN136220799EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE JOELSON FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJOELNameControl
Phone6095201188Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O WITHUMSMITHBROWNPC ATTN DOAddressLine1
Address Line25 VAUGHN DRIVEAddressLine2
CityPRINCETONCity
StateNJState
ZIP Code085406313ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameBARBARA J FIFEName
TitlePRESIDENTTitle
Date Signed2012-02-04DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone6095201188Phone
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 EOY19061222FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss99880ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss855InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm855InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss457346DividendsRevAndExpnss
Dividends Net Invst Incm457346DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss119754NetGainSaleAssetsRevAndExpnss
Gross Sales Price858359GrossSalesPrice
Capital Gain Net Incm Net Invst Incm119754CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss2674OtherIncomeRevAndExpnss
Other Income Net Invst Incm2674OtherIncomeNetInvstIncm
Total Revenue And Expenses680509TotalRevenueAndExpenses
Total Net Investment Income580629TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss94350CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm14153CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps80197CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Rev And Expnss58413OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm8762OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps49651OthEmplSlrsWgsDsbrsChrtblPrps
Accounting Fees Rev And Expnss16700AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm2505AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm0AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps14195AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss62662OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm62662OtherProfFeesNetInvstIncm
Taxes Rev And Expnss5568TaxesRevAndExpnss
Taxes Net Invst Incm2018TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps3550TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss106DeprecAndDepletionRevAndExpnss
Occupancy Rev And Expnss68121OccupancyRevAndExpnss
Occupancy Net Invst Incm10218OccupancyNetInvstIncm
Occupancy Dsbrs Chrtbl Prps57903OccupancyDsbrsChrtblPrps
Other Expenses Rev And Expnss7747OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm1366OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps6381OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss313667TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm101684TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps211877TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss840026ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps840026ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss1153693TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm101684TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps1051903TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-473184ExcessOfRevenueOverExpenses
Net Investment Income478945NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY38739CashBOY
Cash EOY17305CashEOY
Cash EOYFMV17305CashEOYFMV
Savings And Temp Cash Invst BOY6044911SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY1189357SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV1189357SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY9741859InvestmentsCorpStockBOY
Investments Corp Stock EOY14278366InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV15182851InvestmentsCorpStockEOYFMV
Investments Other BOY1589163InvestmentsOtherBOY
Investments Other EOY1455647InvestmentsOtherEOY
Investments Other EOYFMV2657978InvestmentsOtherEOYFMV
Land Building And Equipment Basis30588LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip30218AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY476LandBuildingAndEquipmentBOY
Land Building And Equipment EOY370LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV370LandBuildingAndEquipmentEOYFMV
Other Assets BOY13361OtherAssetsBOY
Other Assets EOY13361OtherAssetsEOY
Other Assets EOYFMV13361OtherAssetsEOYFMV
Total Assets BOY17428509TotalAssetsBOY
Total Assets EOY16954406TotalAssetsEOY
Total Assets EOYFMV19061222TotalAssetsEOYFMV
Other Liabilities BOY919OtherLiabilitiesBOY
Other Liabilities EOY441OtherLiabilitiesEOY
Total Liabilities BOY919TotalLiabilitiesBOY
Total Liabilities EOY441TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY19282895CapitalStockBOY
Capital Stock EOY19282895CapitalStockEOY
Retained Earnings BOY-1855305RetainedEarningsBOY
Retained Earnings EOY-2328930RetainedEarningsEOY
Total Net Assets BOY17427590TotalNetAssetsBOY
Total Net Assets EOY16953965TotalNetAssetsEOY
Total Liabilities Net Assets BOY17428509TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY16954406TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY17427590TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-473184ExcessOfRevenueOverExpenses
Subtotal16954406Subtotal
Other Decreases441OtherDecreases
Total Net Assets Fund Balances EOY16953965TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (82 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
726 SHS SUPERVALU INCP2009-05-082010-04-201229812011287287
10 SHS TRANSOCEAN LTDP2008-07-092010-04-239151440-525-525
94 SHS TRANSOCEAN LTDP2007-07-232010-04-23859910927-2328-2328
274 SHS SHERWIN WILLIAMS COP2009-06-292010-04-23202641479754675467
260 SHS SHERWIN WILLIAMS COP2009-07-212010-04-26192771412551525152
78 SHS SHERWIN WILLIAMS COP2009-06-292010-04-265783421215711571
1086 SHS DOMINOS PIZZA INCP2009-04-082010-04-2916924741695089508
385 SHS MCDONALDS CORPP2009-09-112010-05-10272102095362576257
362 SHS HANSEN NAT CORPP2010-04-152010-05-121303015242-2212-2212
142 SHS HANSEN NAT CORPP2010-04-152010-05-1456655979-314-314
88 SHS HANSEN NAT CORPP2010-04-152010-05-1735413705-164-164
1088 SHS TOGNUM AG FRIEDRICHSP2008-07-142010-06-041924025544-6304-6304
600 SHS BURGER KING HLDGSP2009-04-292010-06-08117021029914031403
765 SHS NESTLE SA CHF 1.0 ISP2007-08-082010-06-09350452969853475347
87 SHS TRANSOCEAN LTDP2008-07-092010-06-11390212532-8630-8630
85 SHS TRANSOCEAN LTDP2008-09-232010-06-1436219966-6345-6345
186 SHS TRANSOCEAN LTDP2008-09-092010-06-14792322069-14146-14146
59 SHS TRANSOCEAN LTDP2008-07-092010-06-1425138499-5986-5986
285 SHS CARTER INCP2010-01-262010-07-0673777415-38-38
250 SHS LI IDENTITY SOLUTIONP2008-12-192010-07-2020961574522522
497 SHS THERMO FISHER SCIENTP2009-05-202010-07-28249831791770667066
216 SHS HANSEN NAT CORPP2010-04-152010-08-0390039095-92-92
113 SHS LI IDENTITY SOLUTIONP2008-12-222010-08-121032747285285
950 SHS LI IDENTITY SOLUTIONP2008-12-192010-08-128676598126952695
126 SHS HOLLY CORPP2008-09-092010-09-0233353654-319-319
289 SHS HOLLY CORPP2008-07-112010-09-0276499244-1595-1595
34 SHS BURGER KING HLDGSP2010-03-122010-09-08785621164164
508 SHS BURGER KING HLDGSP2009-10-292010-09-0811731868030513051
580 SHS BURGER KING HLDGSP2009-04-292010-09-0813393995634373437
231 SHS LI IDENTITY SOLUTIONP2008-12-232010-09-1722141624590590
287 SHS LI IDENTITY SOLUTIONP2008-12-222010-09-1727511896855855
425 SHS LI IDENTITY SOLUTIONP2009-08-112010-09-234917297519421942
621 SHS LI IDENTITY SOLUTIONP2009-04-202010-09-237185407231133113
600 SHS LI IDENTITY SOLUTIONP2009-04-162010-09-236942428426582658
414 SHS LI IDENTITY SOLUTIONP2008-12-232010-09-234790291018801880
100 SHS DEMAG CRANES AG WETTP2007-10-252010-10-1143765496-1120-1120
290 SHS ORACLE CORPP2008-10-292010-10-128002463633663366
160 SHS DEMAG CRANES AG WETTP2007-10-252010-10-1275668793-1227-1227
279 SHS BANK OF AMERICAP2009-05-122010-10-19350734317676
113 SHS DIAGEO PLCP2008-10-292010-10-198184609420902090
42 SHS DIAGEO PLCP2008-10-202010-10-1930422562480480
50 SHS DEMAG CRANES AG WETTP2007-11-282010-10-2025832179404404
70 SHS DEMAG CRANES AG WETTP2007-10-252010-10-2036163847-231-231
187 SHS DEMAG CRANES AG WETTP2007-12-052010-10-219390798314071407
50 SHS DEMAG CRANES AG WETTP2007-11-282010-10-2125112179332332
156 SHS CSX CORPORATIONP2009-06-162010-10-229185548437013701
194 SHS LINCOLN EDL SVCS CORP2010-04-162010-10-2224015181-2780-2780
200 SHS LINCOLN EDL SVCS CORP2010-04-192010-10-2524355456-3021-3021
265 SHS LINCOLN EDL SVCS CORP2010-04-162010-10-2532277077-3850-3850
379 SHS CROWN HOLDINGS INCP2006-07-212010-11-0412329611462156215
179 SHS CROWN HOLDINGS INCP2006-10-202010-11-055794335124432443
232 SHS CROWN HOLDINGS INCP2006-07-212010-11-057510374237683768
945 SHS CARTER INCP2010-01-262010-11-092509824587511511
151 SHS GOLDMAN SACHS GROUPP2010-01-262010-11-10256582412615321532
1109 SHS CISCO SYSTEMS INCP2008-02-072010-11-162269624067-1371-1371
312 SHS CSX CORPORATIONP2009-06-162010-12-07200141096890469046
388 SHS HOLLY CORPP2008-09-092010-12-07142171125229652965
10 SHS PEP BOYS-MANNY MOE&JP2004-08-182010-12-09125141-16-16
515 SHS PEP BOYS-MANNY MOE&JP2004-08-172010-12-0964598071-1612-1612
100 SHS CANADIAN TIRE CORPP2006-12-202010-12-1567266422304304
24 SHS MASTERCARD INC CL AP2009-07-012010-12-166239402622132213
264 SHS COVIDIEN PLCP2009-05-292010-12-2112147906030873087
337 SHS CVS CAREMARK CORPP2009-01-152010-12-2111570847530953095
370 SHS HOLLY CORPP2009-04-162011-01-1015082855465286528
86 SHS HOLLY CORPP2008-09-092011-01-103506249410121012
1998 SHS CHEMTURA CORPP2010-12-172011-02-07337723067830943094
800 SHS INGERSOLL RAND PLCP2010-09-232011-02-1138791282911050010500
1783 SHS SERVICE CORP INTLP2008-02-262011-02-151815820073-1915-1915
206 SHS SERVICE CORP INTLP2006-05-022011-02-1520981657441441
466 SHS CROWN HOLDINGS INCP2006-10-202011-02-1817639872589148914
598 SHS AMERIPRISE FINL INCP2010-02-232011-02-2537917237381417914179
183 SHS LOCKHEED MARTIN CORPP2009-08-272011-03-031446613744722722
48 SHS CSX CORPORATIONP2009-09-292011-03-043550208714631463
97 SHS CSX CORPORATIONP2009-06-162011-03-047173341037633763
1184 SHS COTT CORPP2010-12-202011-03-0496429809-167-167
855 SHS DOMINOS PIZZA INCP2009-07-222011-03-0914639659980408040
195 SHS DOMINOS PIZZA INCP2009-04-082011-03-093339133220072007
297 SHS DOMINOS PIZZA INCP2010-07-022011-03-165338330520332033
340 SHS DOMINOS PIZZA INCP2009-07-222011-03-166110262434863486
184 SHS LOCKHEED MARTIN CORPP2009-09-012011-03-181452714086441441
168 SHS LOCKHEED MARTIN CORPP2009-08-272011-03-181326412617647647
712 SHS DOMINOS PIZZA INCP2010-07-022011-03-2112675792347524752
FieldValueIRS element (for citing)
Capital Gain Net Income119754CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1670007QualifyingDistributionsYear1
Noncharitable Assets Year116110131NoncharitableAssetsYear1
Distribution Ratio Year10.041589DistributionRatioYear1
Qualifying Distributions Year2867282QualifyingDistributionsYear2
Noncharitable Assets Year217023338NoncharitableAssetsYear2
Distribution Ratio Year20.050947DistributionRatioYear2
Qualifying Distributions Year3916554QualifyingDistributionsYear3
Noncharitable Assets Year321692302NoncharitableAssetsYear3
Distribution Ratio Year30.042253DistributionRatioYear3
Qualifying Distributions Year4785298QualifyingDistributionsYear4
Noncharitable Assets Year420160178NoncharitableAssetsYear4
Distribution Ratio Year40.038953DistributionRatioYear4
Qualifying Distributions Year5808752QualifyingDistributionsYear5
Noncharitable Assets Year518628585NoncharitableAssetsYear5
Distribution Ratio Year50.043415DistributionRatioYear5
Total Distribution Ratio0.217157TotalDistributionRatio
Average Distribution Ratio0.043431AverageDistributionRatio
Net Noncharitable Assets17722469NetNoncharitableAssets
Adjusted Noncharitable Assets769705AdjustedNoncharitableAssets
One Percent Net Investment Income4789OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One774494AdjNonchrtblAssetsAndOnePct
Qualifying Distributions1051903QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax4789InvestmentIncomeExciseTax
Subtotal4789Subtotal
Tax Based On Investment Income4789TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment16776EstTaxPaymentsAndOverpayment
Total Credits And Payments16776TotalCreditsAndPayments
Overpayment11987Overpayment
Amount Credited To Next Year4792AmountCreditedToNextYear
Amount To Be Refunded7195AmountToBeRefunded

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 ContributorstrueNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressNOT APPLICABLEWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1BARBARA J FIFEBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number2122460230BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11841 BROADWAY SUITE 1008AddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100237646ZIPCode
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 ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
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
Proceeds Or Net IncomefalseProceedsOrNetIncome

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
BARBARA J FIFE
C/O WITHUMSMITHBROWNPC ATTN DOPRINCETONNJ085406313PRESIDENT24.094350
JOSEPH C MITCHELL
C/O WITHUMSMITHBROWNPC ATTN DOPRINCETONNJ085406313TREASURY/SECRETARY3.00
STEPHEN FIFE
1841 BROADWAY SUITE 1008NEW YORKNY100237646DIRECTOR3.00

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities13964500AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances1618775AvgMonthlyCashBalances
FMV All Other Noncharitable Assets2409079FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets17992354TotalFMVOfUnusedAssets
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets17992354AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable269885CashDeemedCharitable
Net Noncharitable Assets17722469NetNoncharitableAssets
Minimum Investment Return886123MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return886123MinimumInvestmentReturn
Tax Based On Investment Income4789TaxBasedOnInvestmentIncome
Total Tax4789TotalTax
Distributable Amount Before Adj881334DistributableAmountBeforeAdj
Distributable Amount Before Ded881334DistributableAmountBeforeDed
Distributable Amount As Adjusted881334DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions1051903ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets0AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test0AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test0AmountsSetAsideCashDistriTest
Qualifying Distributions1051903QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm4789OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions1047114AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted881334DistributableAmountAsAdjusted
Undistributed Income Prior Year797877UndistributedIncomePriorYear
Prior Year12008PriorYear1
Prior Year22007PriorYear2
Prior Year32006PriorYear3
Total For Prior Years136590TotalForPriorYears
Excess Distri Carryover Year40ExcessDistriCarryoverYear4
Excess Distri Carryover Year30ExcessDistriCarryoverYear3
Excess Distri Carryover Year20ExcessDistriCarryoverYear2
Excess Distri Carryover Year10ExcessDistriCarryoverYear1
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions1051903QualifyingDistributions
Applied To Year1797877AppliedToYear1
Applied To Prior Years136590AppliedToPriorYears
Applied To Current Year117436AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Undistributed Income CY763898UndistributedIncomeCY
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear
Excess From Year30ExcessFromYear3
Excess From Year20ExcessFromYear2
Excess From Year10ExcessFromYear1
Excess From Current Year0ExcessFromCurrentYear
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundations

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManager
Shareholder ManagerNONEShareholderManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (193 entries)

Address Line1RecipientUSAddress/AddressLine1Address Line2RecipientUSAddress/AddressLine2CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ALLIANCE FOR THE ARTS
330 WEST 42ND STREETSUITE 1701NEW YORKNY10036NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
AMERICAN BALLET THEATRE
890 BROADWAY3RD FLOORNEW YORKNY100031278NONE501(C)(3)GENERAL OPERATING SUPPORT$1,500
AMERICAN CANCER SOCIETY
EAST CENTRAL DIVISIONPO BOX 897HERSHEYPA170330897NONE501(C)(3)PROJECT SUPPORT$500
AMERICAN CANCER SOCIETY
PO BOX 22718OKLAHOMA CITYOK731231718NONE501(C)(3)GENERAL OPERATING SUPPORT$2,000
AMERICAN JEWISH WORLD SERVICE INC
45 WEST 36TH STREETNEW YORKNY10018NONE501(C)(3)GENERAL OPERATING SUPPORT$5,000
AMERICAN JEWISH WORLD SERVICE INC
45 WEST 36TH STREETNEW YORKNY10018NONE501(C)(3)GENERAL OPERATING SUPPORT$500
AMERICAN PARDES FOUNDATION
FIVE WEST 37TH STREETSUITE 802NEW YORKNY10018NONE501(C)(3)GENERAL OPERATING SUPPORT$500
AMERICARES INC
88 HAMILTON AVENUESTAMFORDCT06902NONE501(C)(3)PROJECT SUPPORT$1,000
AMHERST COLLEGE
PO BOX 5000AMHERSTMA010025000NONE501(C)(3)PROJECT SUPPORT$500
ARCHER SCHOOL FOR GIRLS INC
11725 SUNSET BOULEVARDLOS ANGELESCA90049NONE501(C)(3)GENERAL OPERATING SUPPORT$3,000
ARCHER SCHOOL FOR GIRLS INC
11725 SUNSET BOULEVARDLOS ANGELESCA90049NONE501(C)(3)GENERAL OPERATING SUPPORT$300
ARCHER SCHOOL FOR GIRLS INC
11725 SUNSET BOULEVARDLOS ANGELESCA90049NONE501(C)(3)GENERAL OPERATING SUPPORT$300
ARTBARN COMMUNITY THEATER
PO BOX 470504BROOKLINE VILLAGEMA02447NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
ATLANTIC THEATER COMPANY
ADMINISTRATIVE OFFICES76 NINTH AVENUE SUITE 537NEW YORKNY10011NONE501(C)(3)GENERAL OPERATING SUPPORT$1,500
AUTISM SPEAKS
1 EAST 33RD STREET 4TH FLOORNEW YORKNY10016NONE501(C)(3)GENERAL OPERATING SUPPORT$2,500
BALLET TECH FOUNDATION INC
LAWRENCE A WIEN CENTER FOR DANCE890 BROADWAYNEW YORKNY10003NONE501(C)(3)GENERAL OPERATING SUPPORT$2,000
BIG APPLE CIRCUS
ONE METROTECH CENTER3RD FLOORBROOKLYNNY112013949NONE501(C)(3)GENERAL OPERATING SUPPORT$2,500
BOSTON UNIVERSITYTRUSTEES OF BOSTON UNIVERSITY
PRESIDENT/DEV ALUMNI RELATIONSONE SHERBORN STREET 8TH FLOORBOSTONMA02215NONE501(C)(3)PROJECT SUPPORT$3,000
BRANDEIS UNIVERSITY
OFFICE OF DEVELOPMENT AND ALUMNI REMAILSTOP 122 PO BOX 549110WALTHAMMA024549110NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
BREAST CANCER RESEARCH FOUNDATION
60 EAST 56TH STREET8TH FLOORNEW YORKNY10022NONE501(C)(3)GENERAL OPERATING SUPPORT$3,500
BRONX WORKS
60 EAST TREMONT AVENUEBRONXNY10453NONE501(C)(3)GENERAL OPERATING SUPPORT$500
BROOKLYN ACADEMY OF MUSIC INC
PETER JAY SHARP BUILDING30 LAYFAYETTE AVENUEBROOKLYNNY112171486NONE501(C)(3)GENERAL OPERATING SUPPORT$1,500
BROOKLYN BOTANIC GARDEN
1000 WASHINGTON AVENUEBROOKLYNNY112251099NONE501(C)(3)GENERAL OPERATING SUPPORT$2,500
BROWN UNIVERSITY
BOX 1893110 ELM STREETPROVIDENCERI02912NONE501(C)(3)GENERAL OPERATING SUPPORT$15,000
BROWN UNIVERSITY
BOX 1893110 ELM STREETPROVIDENCERI02912NONE501(C)(3)PROJECT SUPPORT$3,000
BROWN UNIVERSITY
BOX 1893110 ELM STREETPROVIDENCERI02912NONE501(C)(3)PROJECT SUPPORT$1,000
BROWN UNIVERSITY
BOX 1893110 ELM STREETPROVIDENCERI02912NONE501(C)(3)GENERAL OPERATING SUPPORT$7,500
BRYN MAWR COLLEGE
HELFARIAN101 NORTH MERION AVENUEBRYN MAWRPA190102899NONE501(C)(3)GENERAL OPERATING SUPPORT$3,500
CENTER FOR JEWISH CULTURE AND CREATIVITY
423 NORTH PALM DRIVESUITE 102BEVERLY HILLSCA90210NONE501(C)(3)GENERAL OPERATING SUPPORT$750
CENTER FOR JEWISH CULTURE AND CREATIVITY
423 NORTH PALM DRIVESUITE 102BEVERLY HILLSCA90210NONE501(C)(3)PROJECT SUPPORT$2,000
CENTER FOR JEWISH CULTURE AND CREATIVITY
423 NORTH PALM DRIVESUITE 102BEVERLY HILLSCA90210NONE501(C)(3)GENERAL OPERATING SUPPORT$550
CENTER FOR JEWISH CULTURE AND CREATIVITY
423 NORTH PALM DRIVESUITE 102BEVERLY HILLSCA90210NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
CENTRAL PARK CONSERVANCY
14 EAST 60TH STREETNEW YORKNY10022NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
CENTRAL PARK CONSERVANCY
14 EAST 60TH STREETNEW YORKNY10022NONE501(C)(3)GENERAL OPERATING SUPPORT$2,000
CENTRAL PARK CONSERVANCY
14 EAST 60TH STREETNEW YORKNY10022NONE501(C)(3)GENERAL OPERATING SUPPORT$2,000
CENTRAL SYNAGOGUE
123 EAST 55TH STREETNEW YORKNY100223502NONE501(C)(3)PROJECT SUPPORT$2,000
CHILDREN'S SCHOOL OF SCIENCE INC
PO BOX 522WOODS HOLEMA02543NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
CITIZENS UNION FOUNDATION
299 BROADWAYSUITE 700NEW YORKNY10007NONE501(C)(3)GENERAL OPERATING SUPPORT$1,500
CITIZENS UNION FOUNDATION
299 BROADWAYSUITE 700NEW YORKNY10007NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
CITY HARVEST INC
575 EIGHTH AVENUE4TH FLOORNEW YORKNY100183069NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
CITY PARKS FOUNDATION
830 FIFTH AVENUENEW YORKNY10021NONE501(C)(3)GENERAL OPERATING SUPPORT$2,500
COLUMBIA UNIVERSITY
2960 BROADWAY305 DODGE HALL MC 1803NEW YORKNY10027NONE501(C)(3)PROJECT SUPPORT$400
COMMUNITY SERVICE SOCIETY
105 EAST 22ND STREETNEW YORKNY10010NONE501(C)(3)GENERAL OPERATING SUPPORT$2,500
COMMUNITY SERVICE SOCIETY
105 EAST 22ND STREETNEW YORKNY10010NONE501(C)(3)PROJECT SUPPORT$2,000
CONGREGATION RODEPH SHOLOM
7 WEST 83RD STREETNEW YORKNY10024NONE501(C)(3)GENERAL OPERATING SUPPORT$3,350
CONGREGATION RODEPH SHOLOM
7 WEST 83RD STREETNEW YORKNY10024NONE501(C)(3)GENERAL OPERATING SUPPORT$3,500
CONGREGATION RODEPH SHOLOM
7 WEST 83RD STREETNEW YORKNY10024NONE501(C)(3)GENERAL OPERATING SUPPORT$3,400
CONGREGATION SHIRAT HA YAM
PO BOX 1145NANTUCKETMA02554NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
CORNELL UNIVERSITY
ALUMNI AFFAIRS AND DEVELOPMENT130 EAST SENECA STREET SUITE 400ITHACANY148504353NONE501(C)(3)GENERAL OPERATING SUPPORT$3,000
CORNELL UNIVERSITY
ALUMNI AFFAIRS AND DEVELOPMENT130 EAST SENECA STREET SUITE 400ITHACANY148504353NONE501(C)(3)PROJECT SUPPORT$2,000
CROHN'S & COLITIS FOUNDATION OF AMERICA
386 PARK AVENUE SOUTH14TH FLOORNEW YORKNY100168804NONE501(C)(3)GENERAL OPERATING SUPPORT$250
DANA-FARBER CANCER INSTITUTE
DIVISION OF DEVELOPMENT THE JIMMY10 BROOKLINE PLACE WEST 6TH FLOORBROOKLINEMA024457226NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
DOROT INC
171 WEST 85TH STREETNEW YORKNY10024NONE501(C)(3)GENERAL OPERATING SUPPORT$3,500
DWIGHT SCHOOL FOUNDATION
291 CENTRAL PARK WESTNEW YORKNY10024NONE501(C)(3)GENERAL OPERATING SUPPORT$500
EAST HARLEM SCHOOL AT EXODUS HOUSE
309 EAST 103RD STREETNEW YORKNY10029NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
EDGEMAR CENTER FOR THE ARTS
2437 MAIN STREETSANTA MONICACA90405NONE501(C)(3)PROJECT SUPPORT$2,000
FOOD BANK FOR NEW YORK CITY
39 BROADWAY10TH FLOORNEW YORKNY10006NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
FRIENDS OF THE HIGH SCHOOL FOR ENVIRONMENTAL STUDI
444 WEST 56TH STREETNEW YORKNY10019NONE501(C)(3)GENERAL OPERATING SUPPORT$500
FRIENDS OF THE HIGH SCHOOL FOR ENVIRONMENTAL STUDI
444 WEST 56TH STREETNEW YORKNY10019NONE501(C)(3)GENERAL OPERATING SUPPORT$200
HARVARD UNIVERSITY
124 MOUNT AUBURN STREETCAMBRIDGEMA021385795NONE501(C)(3)PROJECT SUPPORT$1,000
HARVARD UNIVERSITY
124 MOUNT AUBURN STREETCAMBRIDGEMA021385795NONE501(C)(3)PROJECT SUPPORT$10,000
HEAF HARLEM EDUCATIONAL ACTIVITIES FUND INC
2090 SEVENTH AVENUE10TH FLOORNEW YORKNY10027NONE501(C)(3)GENERAL OPERATING SUPPORT$2,500
HORACE MANN SCHOOL
ALUMNI HOUSE AND DEVELOPMENT OFFICE231 WEST 246TH STREETBRONXNY10471NONE501(C)(3)GENERAL OPERATING SUPPORT$5,000
IMENTOR
30 BROAD STREET9TH FLOORNEW YORKNY10004NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
ISRAEL HEART FUND
C/O PSF TRADER TOOLS LLC45 ROCKEFELLER PLAZA SUITE 2109NEW YORKNY101112195NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
JEWISH FAMILY & CHILDREN'S SERVICE HEADQUARTERS
1430 MAIN STREETWALTHAMMA02451NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
JEWISH FUNDS FOR JUSTICE
330 SEVENTH AVENUESUITE 1902NEW YORKNY10001NONE501(C)(3)GENERAL OPERATING SUPPORT$6,500
JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONA
26 BROADWAYNEW YORKNY10004NONE501(C)(3)GENERAL OPERATING SUPPORT$250
LA STAGE ALLIANCE
644 SOUTH FIGUEROA STREETLOS ANGELESCA90017NONE501(C)(3)GENERAL OPERATING SUPPORT$150
LAWYERS FOR CHILDREN INC
110 LAFAYETTE STREET8TH FLOORNEW YORKNY10013NONE501(C)(3)GENERAL OPERATING SUPPORT$2,500
LEHIGH UNIVERSITY
ALUMNI MEMORIAL BUILDING27 MEMORIAL DRIVE WESTBETHLEHEMPA180153086NONE501(C)(3)GENERAL OPERATING SUPPORT$20,000
LET'S GET READY INC
50 BROADWAYSUITE 806NEW YORKNY10004NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
LINCOLN CENTER FOR THE PERFORMING ARTS INC
70 LINCOLN CENTER PLAZANEW YORKNY100236583NONE501(C)(3)PROJECT SUPPORT$10,000
LINCOLN CENTER FOR THE PERFORMING ARTS INC
70 LINCOLN CENTER PLAZANEW YORKNY100236583NONE501(C)(3)GENERAL OPERATING SUPPORT$2,500
LINCOLN CENTER FOR THE PERFORMING ARTS INC
70 LINCOLN CENTER PLAZANEW YORKNY100236583NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
LINCOLN CENTER FOR THE PERFORMING ARTS INC
70 LINCOLN CENTER PLAZANEW YORKNY100236583NONE501(C)(3)GENERAL OPERATING SUPPORT$15,000
LINCOLN CENTER THEATER
150 WEST 65TH STREETNEW YORKNY100236975NONE501(C)(3)GENERAL OPERATING SUPPORT$10,000
MANHATTAN THEATRE CLUB
311 WEST 43RD STREET8TH FLOORNEW YORKNY10036NONE501(C)(3)GENERAL OPERATING SUPPORT$40,000
MANHATTAN THEATRE CLUB
311 WEST 43RD STREET8TH FLOORNEW YORKNY10036NONE501(C)(3)GENERAL OPERATING SUPPORT$10,000
MANHATTAN THEATRE CLUB
311 WEST 43RD STREET8TH FLOORNEW YORKNY10036NONE501(C)(3)GENERAL OPERATING SUPPORT$15,000
MANHATTAN THEATRE CLUB
311 WEST 43RD STREET8TH FLOORNEW YORKNY10036NONE501(C)(3)GENERAL OPERATING SUPPORT$20,000
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY100280198NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY100280198NONE501(C)(3)GENERAL OPERATING SUPPORT$400
MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
CHURCH STREET STATIONPO BOX 780NEW YORKNY100080780NONE501(C)(3)GENERAL OPERATING SUPPORT$2,500
MISSISSIPPI ACTORS GROUP INC
1306 NORTH WILTONLOS ANGELESCA90028NONE501(C)(3)GENERAL OPERATING SUPPORT$800
MUSEUM OF MODERN ART
11 WEST 53RD STREETNEW YORKNY100195498NONE501(C)(3)GENERAL OPERATING SUPPORT$1,500
MUSEUM OF THE CITY OF NEW YORK
1220 FIFTH AVENUENEW YORKNY100295287NONE501(C)(3)GENERAL OPERATING SUPPORT$10,000
MUSEUM OF THE CITY OF NEW YORK
1220 FIFTH AVENUENEW YORKNY100295287NONE501(C)(3)GENERAL OPERATING SUPPORT$5,000
MUSEUM OF THE CITY OF NEW YORK
1220 FIFTH AVENUENEW YORKNY100295287NONE501(C)(3)GENERAL OPERATING SUPPORT$10,000
MUSEUM OF THE CITY OF NEW YORK
1220 FIFTH AVENUENEW YORKNY100295287NONE501(C)(3)GENERAL OPERATING SUPPORT$10,000
NANTUCKET ARTS COUNCIL INC
PO BOX 2176NANTUCKETMA02584NONE501(C)(3)GENERAL OPERATING SUPPORT$150
NANTUCKET ARTS COUNCIL INC
PO BOX 2176NANTUCKETMA02584NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
NANTUCKET ARTS COUNCIL INC
PO BOX 2176NANTUCKETMA02584NONE501(C)(3)GENERAL OPERATING SUPPORT$500
NANTUCKET ATHENEUM
ONE INDIA STREETPO BOX 808NANTUCKETMA02554NONE501(C)(3)GENERAL OPERATING SUPPORT$15,000
NANTUCKET ATHENEUM
ONE INDIA STREETPO BOX 808NANTUCKETMA02554NONE501(C)(3)GENERAL OPERATING SUPPORT$20,000
NANTUCKET ATHENEUM
ONE INDIA STREETPO BOX 808NANTUCKETMA02554NONE501(C)(3)GENERAL OPERATING SUPPORT$3,000
NANTUCKET CONSERVATION FOUNDATION INC
POST OFFICE BOX 13118 CLIFF ROADNANTUCKETMA025540013NONE501(C)(3)GENERAL OPERATING SUPPORT$5,000
NANTUCKET COTTAGE HOSPITAL
57 PROSPECT STREETNANTUCKET ISLANDMA025542799NONE501(C)(3)PROJECT SUPPORT$15,000
NANTUCKET COTTAGE HOSPITAL
57 PROSPECT STREETNANTUCKET ISLANDMA025542799NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
NANTUCKET DREAM LAND FOUNDATION
POST OFFICE BOX 98912 OAK STREET SHOP ANANTUCKETMA02554NONE501(C)(3)GENERAL OPERATING SUPPORT$3,000
NANTUCKET HISTORICAL ASSOCIATION
PO BOX 1016NANTUCKETMA025541016NONE501(C)(3)GENERAL OPERATING SUPPORT$1,300
NANTUCKET LAND COUNCIL
SIX ASH LANEPO BOX 502NANTUCKETMA02554NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
NANTUCKET LIGHTSHIP BASKET MUSEUM INC
49 UNION STREETPO BOX 2517NANTUCKETMA02584NONE501(C)(3)GENERAL OPERATING SUPPORT$100
NANTUCKET PRESERVATION TRUST
TWO UNION STREETPO BOX 158NANTUCKET ISLANDMA02554NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
NANTUCKET PRESERVATION TRUST
TWO UNION STREETPO BOX 158NANTUCKET ISLANDMA02554NONE501(C)(3)GENERAL OPERATING SUPPORT$500
NATURAL RESOURCES DEFENSE COUNCIL INC (NRDC)
40 WEST 20TH STREETNEW YORKNY10011NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
NEW ISRAEL FUND
2100 M STREET NW6TH FLOORWASHINGTONDC20037NONE501(C)(3)GENERAL OPERATING SUPPORT$500
NEW YORK CENTER FOR AUTISM
477 MADISON AVENUESUITE 420NEW YORKNY10022NONE501(C)(3)GENERAL OPERATING SUPPORT$1,500
NEW YORK CITY BALLET INC
DAVID H KOCH THEATER20 LINCOLN CENTERNEW YORKNY10023NONE501(C)(3)PROJECT SUPPORT$15,000
NEW YORK CITY BALLET INC
DAVID H KOCH THEATER20 LINCOLN CENTERNEW YORKNY10023NONE501(C)(3)GENERAL OPERATING SUPPORT$25,000
NEW YORK CITY BALLET INC
DAVID H KOCH THEATER20 LINCOLN CENTERNEW YORKNY10023NONE501(C)(3)GENERAL OPERATING SUPPORT$25,000
NEW YORK CITY BALLET INC
DAVID H KOCH THEATER20 LINCOLN CENTERNEW YORKNY10023NONE501(C)(3)GENERAL OPERATING SUPPORT$20,000
NEW YORK CITY CENTER
130 WEST 56TH STREETNEW YORKNY100193803NONE501(C)(3)CAPITAL FUND SUPPORT$12,000
NEW YORK CITY CENTER
130 WEST 56TH STREETNEW YORKNY100193803NONE501(C)(3)CAPITAL FUND SUPPORT$12,000
NEW YORK CITY CENTER
130 WEST 56TH STREETNEW YORKNY100193803NONE501(C)(3)GENERAL OPERATING SUPPORT$5,000
NEW YORK CITY CENTER
130 WEST 56TH STREETNEW YORKNY100193803NONE501(C)(3)GENERAL OPERATING SUPPORT$4,000
NEW YORK LEAGUE OF CONSERVATION VOTERS EDUCATION F
30 BROAD STREET30TH FLOORNEW YORKNY100042304NONE501(C)(3)GENERAL OPERATING SUPPORT$5,000
NEW YORK LEAGUE OF CONSERVATION VOTERS EDUCATION F
30 BROAD STREET30TH FLOORNEW YORKNY100042304NONE501(C)(3)GENERAL OPERATING SUPPORT$15,000
NEW YORK LEAGUE OF CONSERVATION VOTERS EDUCATION F
30 BROAD STREET30TH FLOORNEW YORKNY100042304NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
NEW YORK SHAKESPEARE FESTIVAL
THE PUBLIC425 LAFAYETTE STREETNEW YORKNY10003NONE501(C)(3)CAPITAL FUND SUPPORT$20,000
NEW YORK SHAKESPEARE FESTIVAL
THE PUBLIC425 LAFAYETTE STREETNEW YORKNY10003NONE501(C)(3)CAPITAL FUND SUPPORT$10,000
NEW YORK STEM CELL FOUNDATIONNYSCF
163 AMSTERDAM AVENUEBOX 309NEW YORKNY10023NONE501(C)(3)GENERAL OPERATING SUPPORT$3,500
NEW YORK STEM CELL FOUNDATIONNYSCF
163 AMSTERDAM AVENUEBOX 309NEW YORKNY10023NONE501(C)(3)GENERAL OPERATING SUPPORT$2,500
NEW YORK UNIVERSITY LANGONE MEDICAL CENTER
OFFICE OF DEVELOPMENTONE PARK AVENUE 17TH FLOORNEW YORKNY100165802NONE501(C)(3)PROJECT SUPPORT$1,000
NEW YORK UNIVERSITY LANGONE MEDICAL CENTER
OFFICE OF DEVELOPMENTONE PARK AVENUE 17TH FLOORNEW YORKNY100165802NONE501(C)(3)PROJECT SUPPORT$5,000
NEW YORKERS AGAINST GUN VIOLENCE EDUCATION FUND
3 WEST 29TH STREETSUITE 1007NEW YORKNY10001NONE501(C)(3)GENERAL OPERATING SUPPORT$1,200
NORTH SHORE ANIMAL LEAGUE AMERICA INC
16 LEWYT STREETPORT WASHINGTONNY11050NONE501(C)(3)GENERAL OPERATING SUPPORT$350
NYFA NEW YORK FOUNDATION FOR THE ARTS
20 JAY STREETSUITE 740BROOKLYNNY11201NONE501(C)(3)GENERAL OPERATING SUPPORT$6,000
PAUL ROBERT CAREY FOUNDATION
20 CORPORATE WOODS BOULEVARDALBANYNY12211NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
PHARMAKA
101 WEST 5TH STREETLOS ANGELESCA90013NONE501(C)(3)GENERAL OPERATING SUPPORT$9,500
PHIPPS COMMUNITY DEVELOPMENT CORPORATIONPHIPPS HO
902 BROADWAY13TH FLOORNEW YORKNY100106033NONE501(C)(3)GENERAL OPERATING SUPPORT$1,500
PHIPPS COMMUNITY DEVELOPMENT CORPORATIONPHIPPS HO
902 BROADWAY13TH FLOORNEW YORKNY100106033NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
PINE STREET INN
444 HARRISON AVENUEBOSTONMA021182404NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
PLAYWRIGHTS HORIZONS INC
THE EDITH K EHRMAN BUILDING416 WEST 42ND STREETNEW YORKNY100366809NONE501(C)(3)GENERAL OPERATING SUPPORT$1,500
PLAYWRIGHTS HORIZONS INC
THE EDITH K EHRMAN BUILDING416 WEST 42ND STREETNEW YORKNY100366809NONE501(C)(3)GENERAL OPERATING SUPPORT$5,000
PROJECT FIND
160 WEST 71ST STREETSUITE 2FNEW YORKNY10023NONE501(C)(3)GENERAL OPERATING SUPPORT$3,000
PROJECT FIND
160 WEST 71ST STREETSUITE 2FNEW YORKNY10023NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
PROJECT FIND
160 WEST 71ST STREETSUITE 2FNEW YORKNY10023NONE501(C)(3)GENERAL OPERATING SUPPORT$15,000
PROSPECT PARK ALLIANCE INC
95 PROSPECT PARK WESTBROOKLYNNY11215NONE501(C)(3)GENERAL OPERATING SUPPORT$2,000
PUBLIC ART FUND
ONE EAST 53RD STREETNEW YORKNY10022NONE501(C)(3)GENERAL OPERATING SUPPORT$4,000
PUBLIC ART FUND
ONE EAST 53RD STREETNEW YORKNY10022NONE501(C)(3)GENERAL OPERATING SUPPORT$1,500
PUBLIC ART FUND
ONE EAST 53RD STREETNEW YORKNY10022NONE501(C)(3)PROJECT SUPPORT$5,000
PUBLIC ART FUND
ONE EAST 53RD STREETNEW YORKNY10022NONE501(C)(3)GENERAL OPERATING SUPPORT$7,500
RAINFOREST FOUNDATION
180 VARICK STREETSUITE 528NEW YORKNY10014NONE501(C)(3)GENERAL OPERATING SUPPORT$600
RAINFOREST FOUNDATION
180 VARICK STREETSUITE 528NEW YORKNY10014NONE501(C)(3)GENERAL OPERATING SUPPORT$1,800
REGIONAL PLAN ASSOCIATION
4 IRVING PLACE7TH FLOORNEW YORKNY10003NONE501(C)(3)GENERAL OPERATING SUPPORT$10,000
REGIONAL PLAN ASSOCIATION
4 IRVING PLACE7TH FLOORNEW YORKNY10003NONE501(C)(3)GENERAL OPERATING SUPPORT$10,000
REGIONAL PLAN ASSOCIATION
4 IRVING PLACE7TH FLOORNEW YORKNY10003NONE501(C)(3)GENERAL OPERATING SUPPORT$5,000
ROBIN HOOD FOUNDATION
826 BROADWAY9TH FLOORNEW YORKNY10003NONE501(C)(3)GENERAL OPERATING SUPPORT$3,000
ROBIN HOOD FOUNDATION
826 BROADWAY9TH FLOORNEW YORKNY10003NONE501(C)(3)GENERAL OPERATING SUPPORT$2,000
ROBIN HOOD FOUNDATION
826 BROADWAY9TH FLOORNEW YORKNY10003NONE501(C)(3)GENERAL OPERATING SUPPORT$3,500
ROSIE'S PLACE
889 HARRISON AVENUEBOSTONMA02118NONE501(C)(3)GENERAL OPERATING SUPPORT$1,500
ROUNDABOUT THEATRE COMPANY
231 WEST 39TH STREETSUITE 1200NEW YORKNY10018NONE501(C)(3)GENERAL OPERATING SUPPORT$12,000
ROUNDABOUT THEATRE COMPANY
231 WEST 39TH STREETSUITE 1200NEW YORKNY10018NONE501(C)(3)GENERAL OPERATING SUPPORT$12,000
RWANDA EDUCATION ASSISTANCE PROJECT INC
5 SAMUEL PURDY LANEKATONAHNY105363404NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
SARAH LAWRENCE COLLEGE
1 MEAD WAYBRONXVILLENY107085999NONE501(C)(3)GENERAL OPERATING SUPPORT$500
SETTLEMENT HOUSING FUND INC
247 WEST 37TH STREET4TH FLOORNEW YORKNY10018NONE501(C)(3)GENERAL OPERATING SUPPORT$2,000
SETTLEMENT HOUSING FUND INC
247 WEST 37TH STREET4TH FLOORNEW YORKNY10018NONE501(C)(3)GENERAL OPERATING SUPPORT$500
SHOLEM EDUCATIONAL INSTITUTE
PO BOX 4508CULVER CITYCA902314508NONE501(C)(3)GENERAL OPERATING SUPPORT$1,350
SMASH SANTA MONICA ALTERNATIVE SCHOOL HOUSE
2525 FIFTH STREETSANTA MONICACA90405NONE501(C)(3)GENERAL OPERATING SUPPORT$400
STEPHEN WISE FREE SYNAGOGUE
30 WEST 68TH STREETNEW YORKNY10023NONE501(C)(3)GENERAL OPERATING SUPPORT$1,800
STEPHEN WISE FREE SYNAGOGUE
30 WEST 68TH STREETNEW YORKNY10023NONE501(C)(3)GENERAL OPERATING SUPPORT$2,176
STEPHEN WISE FREE SYNAGOGUE
30 WEST 68TH STREETNEW YORKNY10023NONE501(C)(3)GENERAL OPERATING SUPPORT$10,000
SUSAN G KOMEN BREAST CANCER FOUNDATION INC
GREATER NEW YORK CITY AFFILIATE341 WEST 38TH STREET 10TH FLOORNEW YORKNY100182918NONE501(C)(3)PROJECT SUPPORT$1,000
SUSTAINABLE NANTUCKET
PO BOX 1244NANTUCKETMA02554NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
TEMPLE SINAI
50 SEWALL AVENUEBROOKLINEMA024465238NONE501(C)(3)GENERAL OPERATING SUPPORT$5,000
THE BREARLEY SCHOOL
610 EAST 83RD STREETNEW YORKNY100287988NONE501(C)(3)PROJECT SUPPORT$13,500
THE BREARLEY SCHOOL
610 EAST 83RD STREETNEW YORKNY100287988NONE501(C)(3)PROJECT SUPPORT$1,000
THE GRADUATE CENTER FOUNDATION INC
OFFICE OF INSTITUTIONAL ADVANCEMENT365 FIFTH AVENUE SUITE 8204NEW YORKNY100164309NONE501(C)(3)PROJECT SUPPORT$1,500
THE JACKSON LABORATORY
600 MAIN STREETBAR HARBORME046091500NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
THE PUBLIC THEATER
425 LAFAYETTE STREETNEW YORKNY10003NONE501(C)(3)GENERAL OPERATING SUPPORT$3,500
THEATRE FOR A NEW AUDIENCE
154 CHRISTOPHER STREETSUITE 3DNEW YORKNY10014NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
THEATRE WORKSHOP OF NANTUCKET
PO BOX 1297NANTUCKETMA02554NONE501(C)(3)GENERAL OPERATING SUPPORT$500
UJA-FEDERATION OF NEW YORK
130 EAST 59TH STREET16101NEW YORKNY100221397NONE501(C)(3)PROJECT SUPPORT$2,000
UJA-FEDERATION OF NEW YORK
130 EAST 59TH STREET16101NEW YORKNY100221397NONE501(C)(3)PROJECT SUPPORT$500
UJA-FEDERATION OF NEW YORK
130 EAST 59TH STREET16101NEW YORKNY100221397NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
UJA-FEDERATION OF NEW YORK
130 EAST 59TH STREET16101NEW YORKNY100221397NONE501(C)(3)GENERAL OPERATING SUPPORT$3,150
UJA-FEDERATION OF NEW YORK
130 EAST 59TH STREET16101NEW YORKNY100221397NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
UJA-FEDERATION OF NEW YORK
130 EAST 59TH STREET16101NEW YORKNY100221397NONE501(C)(3)GENERAL OPERATING SUPPORT$250
VOCATIONAL FOUNDATION INCTHE WAY TO WORK
52 BROADWAY6TH FLOORBROOKLYNNY10004NONE501(C)(3)GENERAL OPERATING SUPPORT$300
WASHINGTON UNIVERSITY IN ST LOUIS PARENTS ANNUAL
CAMPUS BOX 1192ONE BROOKINGS DRIVESAINT LOUISMO631304899NONE501(C)(3)PROJECT SUPPORT$500
WASHINGTON UNIVERSITY IN ST LOUIS PARENTS ANNUAL
CAMPUS BOX 1192ONE BROOKINGS DRIVESAINT LOUISMO631304899NONE501(C)(3)GENERAL OPERATING SUPPORT$500
WESLEYAN UNIVERSITY
WESLEYAN ANNUAL FUND318 HIGH STREETMIDDLETOWNCT064590472NONE501(C)(3)GENERAL OPERATING SUPPORT$5,000
WEST COAST JEWISH THEATRE
PO BOX 1723STUDIO CITYCA916140723NONE501(C)(3)GENERAL OPERATING SUPPORT$500
WEST HARLEM ENVIRONMENTAL ACTION INC
1854 AMSTERDAM AVENUE2ND FLOORNEW YORKNY100311714NONE501(C)(3)GENERAL OPERATING SUPPORT$2,500
WEST HARLEM ENVIRONMENTAL ACTION INC
1854 AMSTERDAM AVENUE2ND FLOORNEW YORKNY100311714NONE501(C)(3)GENERAL OPERATING SUPPORT$2,000
WESTCHESTER REFORM TEMPLE
255 MAMARONECK ROADSCARSDALENY105837299NONE501(C)(3)CAPITAL FUND SUPPORT$30,000
WESTCHESTER REFORM TEMPLE
255 MAMARONECK ROADSCARSDALENY105837299NONE501(C)(3)GENERAL OPERATING SUPPORT$3,400
WESTCHESTER REFORM TEMPLE
255 MAMARONECK ROADSCARSDALENY105837299NONE501(C)(3)CAPITAL FUND SUPPORT$20,000
WHITNEY MUSEUM OF AMERICAN ART
945 MADISON AVENUE AT 75TH STREETNEW YORKNY10021NONE501(C)(3)GENERAL OPERATING SUPPORT$100
WINSOR SCHOOL
PILGRIM ROADBOSTONMA02215NONE501(C)(3)GENERAL OPERATING SUPPORT$1,000
WOMEN IN NEED INC
115 WEST 31ST STREETNEW YORKNY10001NONE501(C)(3)GENERAL OPERATING SUPPORT$3,500
WORLD WILDLIFE FUND
1250 24TH STREET NWPO BOX 96555WASHINGTONDC200777789NONE501(C)(3)GENERAL OPERATING SUPPORT$500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year840026TotGrantOrContriPaidDuringYear

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$855ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$457,346ExclusionAmount
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$119,754ExclusionAmount
FieldValueIRS element (for citing)
Net Income Loss From Special EventsNetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of InvntryGrossProfitLossSalesOfInvntry

Other Revenue Described OtherRevenueDescribed (2 entries)

DescriptionDescriptionExclusion CodeExclusionCodeExclusionExclusionAmount
PARTNERSHIP INCOME/LOSS
SECURITIES SETTLEMENTS14$2,674

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$580,629ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA580629TotalPartXVIA

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualGRT GRAND CHARIT REMAINDER UNITRUContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1C/O WITHUMSMITHBROWN 465 SOUTH STAddressLine1
CityMORRISTOWNCity
StateNJState
ZIP Code079606497ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions99880AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryWITHUMSMITH+BROWN, P.C.Category
Amount$16,700Amount
Net Investment Income2505NetInvestmentIncome
Disbursements Charitable Prps14195DisbursementsCharitablePrps

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTHE JOELSON FOUNDATION ELECTS UNDER REG. 53.4942(a)-3(e)(1) TO TREAT $136,590 OF THE EXCESS DISTRIBUTIONS FOR THE FISCAL YEAR ENDED 3/31/2011 APPLIED TO THE UNDERDISTRIBUTION OF INCOME FOR THE FISCAL YEAR ENDED 3/31/2009.Election

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (8 entries)

Description Of PropertyDescriptionOfPropertyDate AcquiredDateAcquiredCost Or Other BasisCostOrOtherBasisPrior Years DepreciationPriorYearsDepreciationComputation MethodComputationMethodLifeLifeCurrent Year ExpenseCurrentYearExpense
FURNITURE1997-09-3076257625M77
COMPUTER EQUIP.1997-09-3033643364M55
SOFTWARE2001-10-2935753575M33
FURNITURE2001-10-2915491548M77
COMPUTER2001-11-0149854985M55
TYPEWRITER2001-12-06444444M55
SOFTWARE2003-07-1683068306M33
FURNITURE2007-10-02740265M77106

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (62 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
AMERIPRISE FINL INC
ARTISAN INTERNATIONAL FUND19557922236525
BANK OF AMERICA3660739537
BRITISH POUND94
BURGER KING HLDGS
CANADIAN TIRE LTD3264437934
CAREFUSION2926435222
CARTER INC
CISCO SYSTEMS INC
CITIGROUP INC2786726604
COCA COLA ENTERPRISE2789629375
COTT CORP2593326191
COVIDIEN PLC3978554277
CROWN HOLDINGS INC4759985185
CSX CORPORATION1087019650
CVS CAREMARK CORP5742169876
DEMAG CRANES AG WETT3947845118
DIAGEO PLC1773930793
DOMINOS PIZZA INC
FIDELITY SPARTAN 500 INDEX FD
GOLDMAN SACHS GROUP
GOODYEAR TIRE&RUBBER3687619744
GROUP AEROPLAN INC5297189162
HEINEKEN5524362474
HEWLETT PACKARD CO6446661701
HOLLY CORP
ISHARES BARCLAYS 1 - 39996111005000
ISHARES BARCLAYS INTERM15193501537234
ISHARES MSCI EAFE INDEX684659732976
JP MORGAN CHASE & CO5940977632
KRAFT FOODS INC CL A5015554629
L 1 IDENTITY SOLUTNS
LOCKHEED MARTIN CORP
MAINSTAY HIGH YIELD CORP BD FD41266793703342
MASTERCARD INC CL A3203342289
MCDONALDS CORP
METHANEX CORP3292243597
MFA FINANCIAL2819130365
MOLSON COORS BREWING6164067146
NESTLE SA CHF 1.0
ORACLE CORP3207759365
PEP BOYS5722262838
S&P 500 DEPOSITORY9645021129667
SERVICE CORP INTL3646160045
SHERWIN WILLIAMS CO
SIEMENS AG3677242026
SLM CORP2935839000
SPARTAN 500 INDEX9786131214600
SUPERVALU INC
TARGET CORP6640761512
TE CONNECTIVITY LTD2925132034
TELEFLEX INC5985667721
THERMO FISHER SCIENT
TNT NV2766627737
TOGNUM AG FRIEDRICHS
TRANSOCEAN INC NEW
UNILEVER NV5621960305
VANGUARD EMERG MKT VIPER707273827255
VANGUARD INDEX MID CAP262077322200
VANGUARD INDEX SMALL CAP438401545031
VANGUARD I TM TREASURY ADMIRAL285200283003
WELLPOINT INC5781784934

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (5 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
AHAB INTERNATIONAL LTDAT COST9095112326354
CHANCELLOR PARTNERSHIP FUND LPAT COST218869127747
JOELSON INVESTMENT LLC:
(1)INVESCO VENTURE PARTNERSHIPAT COST287019158240
(2)INVESCO NON-US PARTNERSHIPAT COST4024845637

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (8 entries)

Category Or ItemCategoryOrItemCost Or Other BasisCostOrOtherBasisAccumulated DepreciationAccumulatedDepreciationBook ValueBookValue
FURNITURE76257625
COMPUTER EQUIP.33643364
SOFTWARE35753575
FURNITURE154915481
COMPUTER49854985
TYPEWRITER444444
SOFTWARE83068306
FURNITURE740371369

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionRENTAL SECURITY DEPOSITDescription
BOY Book Value13361BOYBookValue
EOY Book Value13361EOYBookValue
EOYFMV13361EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

FieldValueIRS element (for citing)
DescriptionBOOK/TAX EXPENSE DIFFERENCE ADJUSTMENTDescription
Amount$441Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (10 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
BANK CHARGES1358946
CREDIT CARD ANNUAL FEE
COMMERCIAL INSURANCE20923141778
NYS DEPT OF LAW-ANNUAL FILING10001000
NY LAW JOURNAL-PUBLIC NOTICE125125
OFFICE EXPENSES
OFFICE SUPPLIES14021119
POSTAGE33450284
REPRESENTATION & STATE FEE358358
TELEPHONE & ON-LINE EXPENSES35635343029

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (4 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncome
CHANCELLOR PARTNERSHIP-NET GAIN
INVESCO NON-US PARTNERSHIP-NET LOSS26742674
INVESCO VENTURE PARTNERSHIP-NET LOSS
SECURITIES SETTLEMENTS

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionBOY Book ValueBOYBookValueEOY Book ValueEOYBookValue
FEDERAL TAX W/H PAYABLE00
NY STATE TAX W/H PAYABLE919441

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncome
PERSHING INVESTMENT MGMT FEE$32,66232662
INVESCO MANAGEMENT FEE$30,00030000

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameGRT GRAND CHARIT REMAINDER UNITRUPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O WITHUMSMITHBROWN 465 SOUTH STAddressLine1
CityMORRISTOWNCity
StateNJState
ZIP Code079606497ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
REAL ESTATE TAXES$4,1776273550
FOREIGN TAXES$1,3911391

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.