MRM FOUNDATION INC: Form 990PF, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- MRM FOUNDATION INC (EIN 11-3243133)
- Tax period
- 2009-12-01 to 2010-11-30
- Filed
- 2011-04-12
- IRS object ID
- 201101029349100005
- Schema version
- 2009v1.4
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-12T16:20:37-05:00 | Timestamp |
| Tax Period End Date | 2010-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLOOM HOCHBERG & CO PC CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 SEVENTH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10123 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2009-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113243133 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MRM FOUNDATION INC CO JULIA GREENBLATT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MRMF | NameControl |
| Phone | 5169354200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 JERICHO QUADRANGLE No 212 | AddressLine1 |
| City | JERICHO | City |
| State | NY | State |
| ZIP Code | 11753 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOEL GREENBLATT | Name |
| Title | DIRECTOR | Title |
| Phone | 5169354200 | Phone |
| Date Signed | 2011-04-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT T CASSA | Name |
| Phone | 2122442112 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | 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 | 14146 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 110000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 126 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 126 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1620 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1620 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 274802 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 383343 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 274802 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 386548 | TotalRevenueAndExpenses |
| Total Net Investment Income | 276548 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2400 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2400 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 11672 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 195 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 95 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 100 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 14267 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 95 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2500 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 853061 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 853061 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 867328 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 95 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 855561 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -480780 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 276453 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 386285 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 12722 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 12722 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 108541 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 0 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 0 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 100 | OtherAssetsBOY |
| Other Assets EOY | 1424 | OtherAssetsEOY |
| Other Assets EOYFMV | 1424 | OtherAssetsEOYFMV |
| Total Assets BOY | 494926 | TotalAssetsBOY |
| Total Assets EOY | 14146 | TotalAssetsEOY |
| Total Assets EOYFMV | 14146 | 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 | 494926 | RetainedEarningsBOY |
| Retained Earnings EOY | 14146 | RetainedEarningsEOY |
| Total Net Assets BOY | 494926 | TotalNetAssetsBOY |
| Total Net Assets EOY | 14146 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 494926 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 14146 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 494926 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -480780 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 14146 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 14146 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | 9,000 SHS AMERICAN EXPRESS | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2005-04-21 | DateAcquired |
| Date Sold | 2010-01-20 | DateSold |
| Gross Sales Price | 383343 | GrossSalesPrice |
| Cost Or Other Basis | 108541 | CostOrOtherBasis |
| Gain Or Loss | 274802 | GainOrLoss |
| Gains Minus Excess Or Losses | 274802 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 274802 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 724696 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 909226 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.797047 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 3277355 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 811825 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 4.037022 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2275 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4820 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.471992 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2639605 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 239648 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 11.014509 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2433635 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 173255 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 14.046550 | DistributionRatioYear5 |
| Total Distribution Ratio | 30.367120 | TotalDistributionRatio |
| Average Distribution Ratio | 6.073424 | AverageDistributionRatio |
| Net Noncharitable Assets | 257911 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1566403 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2765 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1569168 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 855561 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 5529 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 5529 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 5529 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6040 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6040 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 511 | Overpayment |
| Amount Credited To Next Year | 511 | 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 | 1 | 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 | JULIA GREENBLATT | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5169354200 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 JERICHO QUADRANGLE STE 212 | AddressLine1 |
| City | JERICHO | City |
| State | NY | State |
| ZIP Code | 11753 | ZIPCode |
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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JOEL M GREENBLATT | ||||||||
| 245 MIDDLE NECK ROAD | SANDS PT | NY | 11050 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| JULIA GREENBLATT | ||||||||
| 245 MIDDLE NECK ROAD | SANDS PT | NY | 11050 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| RICHARD GREENBLATT | ||||||||
| 2313 CEDAR SWAMP ROAD | BROOKVILLE | NY | 14545 | DIRECTOR | 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 | 62335 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 199504 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 261839 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 261839 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3928 | CashDeemedCharitable |
| Net Noncharitable Assets | 257911 | NetNoncharitableAssets |
| Minimum Investment Return | 12896 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 12896 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5529 | TaxBasedOnInvestmentIncome |
| Total Tax | 5529 | TotalTax |
| Distributable Amount Before Adj | 7367 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 7367 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 7367 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 855561 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 855561 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 855561 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 7367 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 2445000 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 2639605 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 2035 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 3277355 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 684721 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 9048716 | TotalExcessDistriCarryover |
| Qualifying Distributions | 855561 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 7367 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 848194 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 9896910 | 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 | 2445000 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 7451910 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 2639605 | ExcessFromYear4 |
| Excess From Year3 | 2035 | ExcessFromYear3 |
| Excess From Year2 | 3277355 | ExcessFromYear2 |
| Excess From Year1 | 684721 | ExcessFromYear1 |
| Excess From Current Year | 848194 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOEL M GREENBLATT | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JULIA GREENBLAT | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 MIDDLE NECK ROAD | AddressLine1 |
| City | SANDS POINT | City |
| State | NY | State |
| ZIP Code | 11050 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5169354200 | RecipientPhoneNumber |
| Form And Info And Materials | SUBMIT IN WRITING WITH DETAILED EXPLANATION OF PURPOSE AND OBJECTIVITIES OF THE PROGRAM | FormAndInfoAndMaterials |
| Submission Deadlines | NOVEMBER 30 OF EACH YEAR | SubmissionDeadlines |
| Restrictions On Awards | THE FOUNDATION MAKES CONTRIBUTIONS TO PRE-SELECTED CHARITABLE ORGANIZATIONS AND ALSO ACCEPTS UNSOLICITED APPLICATIONS FOR FUNDS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| OXALOSIS HYPEROXALURIA FOUNDATION | ||||||
| 4 EAST 89TH STREET 7E | NEW YORK | NY | 10128 | NONE | GENERAL | $2,500 |
| EDUCATION REFORM NOW | ||||||
| 24 WEST 46TH STREET 4B | NEW YORK | NY | 10036 | NONE | GENERAL | $50,000 |
| HEBREW COLLEGEME'AH NATIONAL INITIATIVE | ||||||
| 520 EIGTH AVENUE 15TH FLOOR | NEW YORK | NY | 10018 | NONE | GENERAL | $100,000 |
| CHABAD OF PORT WASHINGTON | ||||||
| 80 SHORE ROAD | PORT WASHINGTON | NY | 11050 | NONE | GENERAL | $2,500 |
| SUCCESS CHARTER NETWORK | ||||||
| 34 WEST 118TH STREET | NEW YORK | NY | 10026 | NONE | GENERAL | $419,045 |
| SAY YES TO EDUCATION | ||||||
| ONE STATE STREET 2OTH FLOOR | HARTFORD | CT | 06103 | NONE | GENERAL | $1,000 |
| HEBREW COLLEGE | ||||||
| 160 HERRICK RD | NEWTON CENTRE | MA | 02459 | NONE | GENERAL | $25,000 |
| SUCCESS FOR ALL FOUNDATION | ||||||
| 200 WEST TOWNSONTOWN BLVD | BALTIMORE | MD | 21204 | NONE | GENERAL | $153,016 |
| TEMPLE BETH ISRAEL | ||||||
| TEMPLE DRIVE | PORT WASHINGTON | NY | 11050 | NONE | GENERAL | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 853061 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $126 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,620 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $274,802 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $276,548 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 276548 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JOEL M GREENBLATT | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 MIDDLE NECK ROAD | AddressLine1 |
| City | SANDS POINT | City |
| State | NY | State |
| ZIP Code | 11050 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 110000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | Category |
| Amount | $2,400 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2400 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | 9,000 SHS AMERICAN EXPRESS | NameOfStock |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER ASSETS | Description |
| BOY Book Value | 100 | BOYBookValue |
| EOY Book Value | 1424 | EOYBookValue |
| EOYFMV | 1424 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| NY FILING FEE | 100 | 0 | 100 |
| BANK CHARGES | 95 | 95 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JOEL M GREENBLATT | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 MIDDLE NECK ROAD | AddressLine1 |
| City | SANDS POINT | City |
| State | NY | State |
| ZIP Code | 11050 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | Category |
| Amount | $11,672 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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