THE ALBERT AND LIN BILDNER FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE ALBERT AND LIN BILDNER FOUNDATION INC (EIN 65-0633272)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-12-10
- IRS object ID
- 201103469349100000
- Schema version
- 2010v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-12-10T13:24:02-08:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD P CARROCCIO CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2381 HYLAN BLVD SUITE 15F | AddressLine1 |
| City | STATEN ISLAND | City |
| State | NY | State |
| ZIP Code | 10306 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650633272 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALBERT & LIN BILDNER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALBE | NameControl |
| Phone | 2125709643 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 FIFTH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10021 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALBERT BILDNER | Name |
| Title | PRESIDENT | Title |
| Phone | 2125709643 | Phone |
| Date Signed | 2011-05-11 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD P CARROCCIO | Name |
| Phone | 7187690600 | Phone |
| Date Prepared | 2011-12-10 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 1276434 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 8200 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 4 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 67690 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 67690 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 78124 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 505055 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 78124 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 9667 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 4333 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 163685 | TotalRevenueAndExpenses |
| Total Net Investment Income | 150151 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 180 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 180 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3500 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 3500 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 12302 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 4101 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 8201 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2176 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2176 | TaxesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 28550 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 28550 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 37375 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 8706 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 28669 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 84083 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 14983 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 69100 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 94953 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 94953 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 179036 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 14983 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 164053 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -15351 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 135168 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 43388 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 20211 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 20211 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 591910 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 669862 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 844678 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 519573 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 449447 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 411545 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1154871 | TotalAssetsBOY |
| Total Assets EOY | 1139520 | TotalAssetsEOY |
| Total Assets EOYFMV | 1276434 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1154871 | UnrestrictedBOY |
| Unrestricted EOY | 1139520 | UnrestrictedEOY |
| Total Net Assets BOY | 1154871 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1139520 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1154871 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1139520 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1154871 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -15351 | ExcessOfRevenueOverExpenses |
| Subtotal | 1139520 | Subtotal |
| Total Net Assets Fund Balances EOY | 1139520 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (41 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | DepreciationDepreciation | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | FMV As Of123169FMVAsOf123169 | Adjusted Basis As Of123169AdjustedBasisAsOf123169 | Excess Of FMV Over Adjusted BasisExcessOfFMVOverAdjustedBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 20000 Lake Wales Fl | P | 2008-11-15 | 2010-01-04 | 20000 | 0 | 20000 | 0 | 0 | 0 | 0 | 0 |
| 75 Sunoco Logistics Partners LP | P | 2008-11-15 | 2010-01-08 | 5115 | 0 | 3808 | 1307 | 0 | 0 | 0 | 1307 |
| 525 MDU Res Group | P | 2008-11-15 | 2010-01-22 | 12170 | 0 | 11206 | 964 | 0 | 0 | 0 | 964 |
| 150 Encana Corp | P | 2008-12-01 | 2010-02-19 | 5002 | 0 | 4417 | 585 | 0 | 0 | 0 | 585 |
| 125 Encana Corp | P | 2008-12-01 | 2010-02-19 | 4168 | 0 | 3681 | 487 | 0 | 0 | 0 | 487 |
| 5000 Oklahoma Dev Fin | P | 2007-07-01 | 2010-03-01 | 5000 | 0 | 5000 | 0 | 0 | 0 | 0 | 0 |
| 5000 Clarendon Hills Ill Res | P | 2007-07-01 | 2010-03-01 | 5000 | 0 | 4110 | 890 | 0 | 0 | 0 | 890 |
| 75 Terra Nitrogen Co LP | P | 2008-12-06 | 2010-03-19 | 6146 | 0 | 8675 | -2529 | 0 | 0 | 0 | -2529 |
| 125 Diamond Offshore Drilling Inc | P | 2008-12-06 | 2010-03-19 | 10470 | 0 | 8072 | 2398 | 0 | 0 | 0 | 2398 |
| 75 Terra Nitrogen Co LP | P | 2008-12-06 | 2010-03-26 | 5765 | 0 | 8675 | -2910 | 0 | 0 | 0 | -2910 |
| 425 Canadian Oil Sands Tr | P | 2008-12-20 | 2010-04-05 | 13413 | 0 | 7136 | 6277 | 0 | 0 | 0 | 6277 |
| 125 San Juan B Royalty Tr | P | 2008-12-20 | 2010-04-15 | 2888 | 0 | 2424 | 464 | 0 | 0 | 0 | 464 |
| 125 San Juan B Royalty Tr | P | 2008-12-20 | 2010-04-16 | 2771 | 0 | 2424 | 347 | 0 | 0 | 0 | 347 |
| 675 National Retail Prop Inc | P | 2009-01-12 | 2010-05-04 | 15511 | 0 | 9229 | 6282 | 0 | 0 | 0 | 6282 |
| 450 Baytex Energy Corp | P | 2009-01-12 | 2010-05-04 | 14722 | 0 | 8225 | 6497 | 0 | 0 | 0 | 6497 |
| 450 Energy Transfer Partners LP | P | 2009-01-12 | 2010-05-13 | 20279 | 0 | 16833 | 3446 | 0 | 0 | 0 | 3446 |
| 500 Bristol Myers | P | 2009-02-06 | 2010-06-04 | 11265 | 0 | 10286 | 979 | 0 | 0 | 0 | 979 |
| 450 Paychex | P | 2009-02-06 | 2010-06-04 | 12788 | 0 | 11377 | 1411 | 0 | 0 | 0 | 1411 |
| 500 Paychex | P | 2009-02-06 | 2010-06-21 | 13989 | 0 | 12641 | 1348 | 0 | 0 | 0 | 1348 |
| 225 BP Amoco | P | 2009-04-16 | 2010-06-25 | 6095 | 0 | 10542 | -4447 | 0 | 0 | 0 | -4447 |
| 30000 Clarendon Hills Ill Res | P | 2007-07-01 | 2010-06-29 | 30000 | 0 | 24660 | 5340 | 0 | 0 | 0 | 5340 |
| 50 Sunoco Logistics Partners LP | P | 2008-01-15 | 2010-07-13 | 3810 | 0 | 2539 | 1271 | 0 | 0 | 0 | 1271 |
| 180 Frontier Communications | P | 2008-01-15 | 2010-07-13 | 1271 | 0 | 1491 | -220 | 0 | 0 | 0 | -220 |
| 650 Nustar Energy | P | 2009-04-04 | 2010-08-05 | 38847 | 0 | 31188 | 7659 | 0 | 0 | 0 | 7659 |
| 40000 LaSalle County Tex Pub | P | 2007-07-01 | 2010-09-01 | 40000 | 0 | 38865 | 1135 | 0 | 0 | 0 | 1135 |
| 15000 LaSalle County Tex Pub | P | 2007-07-01 | 2010-09-01 | 15000 | 0 | 14715 | 285 | 0 | 0 | 0 | 285 |
| 1160 National Retail Prop | P | 2008-04-11 | 2010-09-02 | 28956 | 0 | 15861 | 13095 | 0 | 0 | 0 | 13095 |
| 20000 National Retail Prop | P | 2008-04-11 | 2010-09-09 | 21300 | 0 | 13000 | 8300 | 0 | 0 | 0 | 8300 |
| 25000 Heart of Il Regl Port | P | 2007-07-01 | 2010-09-28 | 18750 | 0 | 23000 | -4250 | 0 | 0 | 0 | -4250 |
| 480 Hugoton Royalty Tr | P | 2007-08-01 | 2010-10-11 | 9665 | 0 | 7713 | 1952 | 0 | 0 | 0 | 1952 |
| 595 Hugoton Royalty Tr | P | 2007-08-01 | 2010-10-13 | 12311 | 0 | 9561 | 2750 | 0 | 0 | 0 | 2750 |
| 85 PPG Industries Inc | P | 2009-09-15 | 2010-10-14 | 6419 | 0 | 3151 | 3268 | 0 | 0 | 0 | 3268 |
| 145 Hubbell Inc Cl B | P | 2009-09-15 | 2010-10-15 | 7644 | 0 | 4140 | 3504 | 0 | 0 | 0 | 3504 |
| 605 Alliancebernstein | P | 2008-06-15 | 2010-11-04 | 14608 | 0 | 16248 | -1640 | 0 | 0 | 0 | -1640 |
| 275 Alliancebernstein | P | 2008-06-15 | 2010-11-04 | 6640 | 0 | 7385 | -745 | 0 | 0 | 0 | -745 |
| 5000 Willacy Cty Tex | P | 2007-07-01 | 2010-12-01 | 5000 | 0 | 4928 | 72 | 0 | 0 | 0 | 72 |
| 240 Baytex Energy | P | 2009-01-12 | 2010-12-08 | 10724 | 0 | 4387 | 6337 | 0 | 0 | 0 | 6337 |
| 355 Sysco | P | 2008-06-15 | 2010-12-15 | 10326 | 0 | 10269 | 57 | 0 | 0 | 0 | 57 |
| 175 Unilever | P | 2008-06-15 | 2010-12-15 | 5293 | 0 | 4762 | 531 | 0 | 0 | 0 | 531 |
| 110 Eaton Corp | P | 2008-06-15 | 2010-12-15 | 10934 | 0 | 5307 | 5627 | 0 | 0 | 0 | 5627 |
| 15000 Mass Dev Fin Agy | P | 2007-07-30 | 2010-12-30 | 15000 | 0 | 15000 | 0 | 0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 78124 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 123742 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1174196 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.105384 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 140878 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1378710 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.102181 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 159766 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1709839 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.093439 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 141628 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1823209 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.077681 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 118049 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1719092 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.068669 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.447354 | TotalDistributionRatio |
| Average Distribution Ratio | 0.089471 | AverageDistributionRatio |
| Net Noncharitable Assets | 1258922 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 112637 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1352 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 113989 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 164053 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1352 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1352 | Subtotal |
| Tax Based On Investment Income | 1352 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2556 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2556 | TotalCreditsAndPayments |
| Original Return Overpayment | -2556 | OriginalReturnOverpayment |
| Overpayment | 1204 | Overpayment |
| Amount Credited To Next Year | 1204 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | false | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | RONALD P CARROCCIO CPA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7187690600 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2381 HYLAN BLVD 15F | AddressLine1 |
| City | SI | City |
| State | NY | State |
| ZIP Code | 10306 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | 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 |
|---|---|---|---|---|---|---|---|---|
| ALBERT BILDNER | ||||||||
| 880 5TH AVENUE | NYC | NY | 10021 | Sec/Treas | 10.00 | 0 | 0 | 0 |
| ERLINDA BILDNER | ||||||||
| 880 5TH AVENUE | NYC | NY | 10021 | President | 10.00 | 0 | 0 | 0 |
| ANGELA LASCOFF | ||||||||
| 880 5TH AVENUE | NYC | NY | 10021 | Director | 10.00 | 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 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1246293 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 31800 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1278093 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1278093 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 19171 | CashDeemedCharitable |
| Net Noncharitable Assets | 1258922 | NetNoncharitableAssets |
| Minimum Investment Return | 62946 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 62946 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1352 | TaxBasedOnInvestmentIncome |
| Total Tax | 1352 | TotalTax |
| Distributable Amount Before Adj | 61594 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 61594 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 61594 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 164053 | ExpensesAndContributions |
| Qualifying Distributions | 164053 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1352 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 162701 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 61594 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 36550 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 56160 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 79246 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 73726 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 66100 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 311782 | TotalExcessDistriCarryover |
| Qualifying Distributions | 164053 | QualifyingDistributions |
| Applied To Current Year | 61594 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 102459 | RemainingDistriFromCorpus |
| Total Corpus | 414241 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 36550 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 377691 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 56160 | ExcessFromYear4 |
| Excess From Year3 | 79246 | ExcessFromYear3 |
| Excess From Year2 | 73726 | ExcessFromYear2 |
| Excess From Year1 | 66100 | ExcessFromYear1 |
| Excess From Current Year | 102459 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo (2 entries)
| Recipient NameRecipientName | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Phone NumberRecipientPhoneNumber | Form And Info And MaterialsFormAndInfoAndMaterials | Submission DeadlinesSubmissionDeadlines | Restrictions On AwardsRestrictionsOnAwards |
|---|---|---|---|---|---|---|---|---|
| ALBERT BILDNER | 880 FIFTH AVENUE APT 10D | NEW YORK | NY | 10021 | 2125709643 | ON THE LETTERHEAD OF THE ORGANIZATION REQUESTING FUNDS, INCLUDE ALL | NONE | EDUCATIONAL, CULTURAL & ENVIRONMENTAL |
| ALBERT OR LIN BILDNER | 800 FIFTH AVENUE | NEW YORK | NY | 10021 | 2125709643 | ON LETTERHEAD OF REQUESTING ORGANIZATION. | NONE | EDUCATIONAL, CULTURAL & ENVIRONMENTAL |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (27 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| YALE UNIVERSITY | ||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | General Purposes | $8,500 |
| WILLIAM J CLINTON FOUNDATION | ||||||
| 610 PRESIDENT CLINTON AVE | LITTLE ROCK | AR | 72201 | N/A | General Purposes | $250 |
| GRADUATE CENTER CUNY | ||||||
| 365 FIFTH AVENUE | NEW YORK | NY | 10016 | N/A | General Purposes | $56,800 |
| MIDDLE EAST FORUM | ||||||
| 1500 WALNUT STREET | PHILADELPHIA | PA | 19102 | N/A | General Purposes | $1,000 |
| CONGREGATION EMANUEL | ||||||
| 1 EAST 65TH STREET | NEW YORK | NY | 10065 | N/A | General Purposes | $225 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | N/A | General Purposes | $1,500 |
| AMERICAN FRIENDS LUDWIG | ||||||
| 3 EAST 69TH STREET | NEW YORK | NY | 10021 | N/A | General Purposes | $250 |
| GREEN PEACE INC | ||||||
| 702 H STREET NW SUITE 300 | WASGINGTON | DC | 20001 | N/A | General Purposes | $100 |
| THE MORGAN LIBRARY MUSEUM | ||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | N/A | General Purposes | $150 |
| COLUMBIA GRAMMAR & PREP SCHOOL | ||||||
| 5 WEST 93RD STREET | NEW YORK | NY | 10025 | N/A | General Purposes | $1,000 |
| THIRTEEN | ||||||
| 450 WEST 33RD STREET | NEW YORK | NY | 10001 | N/A | General Purposes | $675 |
| THE NEW YORK PUBLIC LIBRARY | ||||||
| 476 FIFTH AVENUE | NEW YORK | NY | 10018 | N/A | General Purposes | $75 |
| THE FRICK COLLECTION | ||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 10021 | N/A | General Purposes | $190 |
| CITY SQUASH | ||||||
| FORDHAM STATION | BRONX | NY | 10458 | N/A | General Purposes. | $1,000 |
| DARTMOUTH COLLEGE | ||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | N/A | General Purposes | $15,000 |
| AMERICAN SEPHARDI FEDERATION | ||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | N/A | General Purposes | $3,000 |
| NEW YORK PHILHARMONIC | ||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | N/A | General Purposes | $150 |
| OPERATION SMILE | ||||||
| 6435 TIDEWATER DRIVE | NORFOLK | VA | 23509 | NA | Geneal Purposes | $250 |
| LINCOLN CENTER THEATRE | ||||||
| 150 WEST 65TH STREET | NEW YORK | NY | 10023 | N/A | General Purposes | $143 |
| JINSA | ||||||
| 3999 SHERIDAN STREET SUITE 201 | HOLLYWOOD | FL | 33021 | N/A | General Purposes | $900 |
| MEIR PANIM | ||||||
| 5316 NEW UTRECHT AVENUE | BROOKLYN | NY | 11219 | N/A | General Purposes | $300 |
| INVEST PROJ ON TERRORISM | ||||||
| 5505 CONNECTICUT AVE | WASHINGTON | DC | 20015 | N/A | General Purposes | $1,500 |
| THE PEARL THEATRE COMPANY | ||||||
| 307 WEST 38TH STREET SUITE 1805 | NEW YORK | NY | 10018 | N/A | General Purposes | $100 |
| ASIA SOCIETY | ||||||
| 725 PARK AVENUE | NEW YORK | NY | 10021 | N/A | General Purposes | $120 |
| MUSEUM OF MODERN ART | ||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | N/A | General Purposes | $1,175 |
| BUILDING FUTURES TOGETHER | ||||||
| 8015 41ST AVENUE | ELMHURST | NY | 10018 | N/A | General Purposes | $500 |
| AMERICAN CANCER SOCIETY | ||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | N/A | General Purposes | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 94953 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 4 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 67690 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 78124 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed (3 entries)
| DescriptionDescription | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|
| Royalties | 2015 |
| Non Tax Dist | 5334 |
| Partnerships | 2318 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 155485 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 155485 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | Var | LineNumber |
| Relationship Statement | All income is distributed annually. | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Carroccio, CPA Tax | Category |
| Amount | $3,500 | Amount |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | See Detail Page 3 Part IV | Name |
| How Acquired | Purchased | HowAcquired |
| Gross Sales Price | 505055 | GrossSalesPrice |
| Basis | 426931 | Basis |
| Total Net | 78124 | TotalNet |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Corp Services Legal | Category |
| Amount | $180 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| General Office Exp. | 301 | 100 | 201 |
| Administration Exp | 34861 | 7500 | 27361 |
| Misc Exp- Dues | 2213 | 1106 | 1107 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Royalties | 2015 | 2015 |
| Non Taxable Dist. | 5334 | |
| PTP's | 2318 | 2318 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Hamlin Mgmt Portfolio Mgmt | Category |
| Amount | $12,302 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Excise Tax | $1,500 | 1500 |
| Foreign Tax | $676 | 676 |
Comments