DAVID J SIMON FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- DAVID J SIMON FAMILY CHARITABLE FOUNDATION (EIN 13-4189190)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-12
- IRS object ID
- 201121329349101722
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T15:40:34-04:00 | 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 | STEPHEN A KEPNISS & ASSOC PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 MOUNTAIN AVENUE | AddressLine1 |
| City | SPRINGFIELD | City |
| State | NJ | State |
| ZIP Code | 07081 | 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 | 134189190 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID J SIMON FAMILY CHARITABLE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | DATED 9/26/2001 DAVID J SIMON TRUSTEE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DAVI | NameControl |
| Phone | 2124992630 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TWIN CAPITAL MGMT 2 GRAND CENTR | AddressLine1 |
| Address Line2 | 140 EAST 45TH STREET 27TH FLOOR | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID J SIMON | Name |
| Title | TRUSTEE | Title |
| Date Signed | 2011-05-06 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN A KEPNISS | Name |
| Phone | 9739211250 | Phone |
| 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 | 458615 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 100000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 5 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 5 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 371 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 371 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 55667 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 736840 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 55667 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 156043 | TotalRevenueAndExpenses |
| Total Net Investment Income | 56043 | TotalNetInvestmentIncome |
| Taxes Rev And Expnss | 606 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 148 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 148 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 754 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 148 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 50795 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 50795 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 51549 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 148 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 50795 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 104494 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 55895 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 73466 | CashBOY |
| Cash EOY | 248067 | CashEOY |
| Cash EOYFMV | 248063 | CashEOYFMV |
| Investments Corp Stock BOY | 261141 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 191039 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 210552 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 334607 | TotalAssetsBOY |
| Total Assets EOY | 439106 | TotalAssetsEOY |
| Total Assets EOYFMV | 458615 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 334607 | RetainedEarningsBOY |
| Retained Earnings EOY | 439106 | RetainedEarningsEOY |
| Total Net Assets BOY | 334607 | TotalNetAssetsBOY |
| Total Net Assets EOY | 439106 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 334607 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 439106 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 334607 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 104494 | ExcessOfRevenueOverExpenses |
| Other Increases | 5 | OtherIncreases |
| Subtotal | 439106 | Subtotal |
| Total Net Assets Fund Balances EOY | 439106 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | FIDELITY # Z67-508128 | DescriptionOfAsset |
| Gross Sales Price | 736840 | GrossSalesPrice |
| Cost Or Other Basis | 681173 | CostOrOtherBasis |
| Gain Or Loss | 55667 | GainOrLoss |
| Gains Minus Excess Or Losses | 55667 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 55667 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 52435 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 257652 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.203511 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 58725 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 196034 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.299565 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 96850 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 148632 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.651609 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 54925 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 136142 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.403439 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 38705 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 84380 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.458699 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.016823 | TotalDistributionRatio |
| Average Distribution Ratio | 0.403365 | AverageDistributionRatio |
| Net Noncharitable Assets | 338977 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 136731 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 559 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 137290 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 50795 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1118 | InvestmentIncomeExciseTax |
| Subtotal | 1118 | Subtotal |
| Tax Based On Investment Income | 1118 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 17 | PenaltyForUnderpayment |
| Tax Due | 1135 | TaxDue |
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 |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID J SIMON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2126876834 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 EAST 45TH ST 27TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| 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 |
| Relying Curr Notice Disaster Asst2 | X | RelyingCurrNoticeDisasterAsst2 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | DAVID SIMON | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TWIN CAPITAL MGMT 2 GRAND CENTR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CHAIRMAN | Title |
| Avg Hours Per Wk Devoted To Position | 0 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 149016 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 195123 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 344139 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 344139 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5162 | CashDeemedCharitable |
| Net Noncharitable Assets | 338977 | NetNoncharitableAssets |
| Minimum Investment Return | 16949 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 16949 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1118 | TaxBasedOnInvestmentIncome |
| Total Tax | 1118 | TotalTax |
| Distributable Amount Before Adj | 15831 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 15831 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 15831 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 50795 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 50795 | QualifyingDistributions |
| Adj Qualifying Distributions | 50795 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 15831 | DistributableAmountAsAdjusted |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Excess Distri Carryover Year5 | 34840 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 48126 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 89418 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 49263 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 40149 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 261796 | TotalExcessDistriCarryover |
| Qualifying Distributions | 50795 | QualifyingDistributions |
| Applied To Current Year | 15831 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 34964 | RemainingDistriFromCorpus |
| Total Corpus | 296760 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 34840 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 261920 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 48126 | ExcessFromYear4 |
| Excess From Year3 | 89418 | ExcessFromYear3 |
| Excess From Year2 | 49263 | ExcessFromYear2 |
| Excess From Year1 | 40149 | ExcessFromYear1 |
| Excess From Current Year | 34964 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID SIMON | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode | Province Or StateRecipientForeignAddress/ProvinceOrState |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MUHLENBERG COLLEGE | |||||||||||||
| 2400 CHEW STREET | ALLENTOWN | PA | 181045586 | N/A | PUBLIC | CHARITABLE | $1,500 | ||||||
| HELP FUNDING INC | |||||||||||||
| 5 HANOVER SQUARE 17TH FLOOR | NEW YORK | NY | 10004 | N/A | PUBLIC | CHARITABLE | $22,750 | ||||||
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | N/A | PUBLIC | CHARITABLE | $1,500 | ||||||
| VANDERBILT | |||||||||||||
| 211 KIRKLAND HALL | NASHVILLE | TN | 37240 | N/A | PUBLIC | CHARITABLE | $4,500 | ||||||
| JACOBS CURE | |||||||||||||
| POST OFFICE BOX 52 | RYE | NY | 10580 | N/A | PUBLIC | CHARITABLE | $1,000 | ||||||
| SOLVING KIDS CANCER | |||||||||||||
| 598 MADISON AVENUE 6TH FLOOR | NEW YORK | NY | 10022 | N/A | PUBLIC | CHARITABLE | $2,000 | ||||||
| UJA - FEDERATION OF NY | |||||||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | N/A | PUBLIC | CHARITABLE | $5,000 | ||||||
| A LITTLE HOPE | |||||||||||||
| 810 SEVENTH AVENUE - 37TH FLOOR | NEW YORK | NY | 10019 | N/A | PUBLIC | CHARITABLE | $250 | ||||||
| CONGREGATION EMANUEL WESTCHESTER | |||||||||||||
| 2125 WESTCHESTER AVENUE EAST | RYE | NY | 10580 | N/A | PUBLIC | CHARITABLE | $2,995 | ||||||
| BRAEBURN CHARITY | |||||||||||||
| PO BOX 1802 | PROVIDENCE | RI | 029011802 | N/A | PUBLIC | CHARITABLE | $500 | ||||||
| THE CALVARY FUND | |||||||||||||
| 1740 EASTCHESTER ROAD | BRONX | NY | 10461 | N/A | PUBLIC | CHARITABLE | $2,500 | ||||||
| THANC FOUNDATION | |||||||||||||
| 10 UNION SQUARE EAST SUITE 5B | NEW YORK | NY | 10003 | N/A | PUBLIC | CHARITABLE | $1,000 | ||||||
| THE EDWARDEAN CENTER | |||||||||||||
| C/O TWIN CAPITAL MGMT 2 GRAND CENTR | NEW YORK | NY | 10017 | N/A | PUBLIC | CHARITABLE | $300 | 140 EAST 45TH STREET 27TH FLOOR | |||||
| PHI KAPPA TAU | |||||||||||||
| 5221 MORNING SUN ROAD | OXFORD | OH | 45056 | N/A | PUBLIC | CHARITABLE | $200 | ||||||
| FREIDREICH'S ATAXIA RESEARCH ALLIANCE | |||||||||||||
| 533 W UWCHLAN AVE | DOWNINGTON | PA | 19335 | N/A | PUBLIC | CHARITABLE | $100 | ||||||
| THE BREAST CANCER RESEARCH FOUNDATION | |||||||||||||
| 60 EAST 56TH STREET 8TH FLOOR | NEW YORK | NY | 10022 | N/A | PUBLIC | CHARITABLE | $500 | ||||||
| PREVENT CANCER FOUNDATION | |||||||||||||
| 1600 DUKE STREET SUITE 500 | ALEXANDRIA | VA | 22314 | N/A | PUBLIC | CHARITABLE | $500 | ||||||
| BUCKNELL UNIVERSITY | |||||||||||||
| BUCKNELL UNIVERSITY | LEWISBERG | PA | 17837 | N/A | PUBLIC | CHARITABLE | $2,500 | ||||||
| AMERICAN FRIENDS OF SHALVA | |||||||||||||
| N/A | PUBLIC | CHARITABLE | $750 | 6 IBN DENAN ST POB 34449 | JERUSALAM | IS | 91344 | ||||||
| WORLD ORT | |||||||||||||
| N/A | PUBLIC | CHARITABLE | $350 | ORT HOUSE 126 ALBERT STREET | LONDON | UK | NW1 7NE | ENGLAND | |||||
| IUMDRILEY HOSPITAL FOR CHILDREN | |||||||||||||
| 702 BARNHILL DRIVE | INDIANAPOLIS | IN | 46202 | N/A | PUBLIC | CHARITABLE | $100 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 50795 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $376 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $55,667 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $56,043 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 56043 | TotalPartXVIA |
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 |
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 | DAVID SIMON | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TWIN CAPITAL 140 EAST 45TH ST | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 100000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | OTHER INVESTMENTS | NameOfStock |
| EOY Book Value | 191039 | EOYBookValue |
| EOYFMV | 210552 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| NYS DEPARTMENT OF LAW | 100 | 100 |
| OTHER EXPENSES | 48 | 48 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAX EXEMPT DIVIDENDS | Description |
| Amount | $5 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | Category |
| Amount | $606 | Amount |
Comments