THEODORE AND RENEE WEILER FOUNDATION INC: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
THEODORE AND RENEE WEILER FOUNDATION INC (EIN 13-6181441)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-13
IRS object ID
201121339349102042
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-13T15:16:40-07:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KANDEL & COMPANYBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line16800 Jericho Turnpike Suite 206EAddressLine1
CitySyossetCity
StateNYState
ZIP Code11791ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN136181441EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Theodore & Renee Weiler Foundation IncBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlTHEONameControl
Phone7184563600Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line124 Rock StreetAddressLine1
CityBrooklynCity
StateNYState
ZIP Code11206ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRichard KandelName
TitleSecretaryTitle
Date Signed2011-05-11DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameRichard KandelName
Phone5164969195Phone
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 EOY10653229FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss140112DividendsRevAndExpnss
Dividends Net Invst Incm140112DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss874419NetGainSaleAssetsRevAndExpnss
Gross Sales Price4532621GrossSalesPrice
Capital Gain Net Incm Net Invst Incm874419CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss8089OtherIncomeRevAndExpnss
Other Income Net Invst Incm8089OtherIncomeNetInvstIncm
Total Revenue And Expenses1022620TotalRevenueAndExpenses
Total Net Investment Income1022620TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss35000CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm7000CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps28000CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss15000AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm6000AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps9000AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss9758TaxesRevAndExpnss
Deprec And Depletion Rev And Expnss0DeprecAndDepletionRevAndExpnss
Printing And Pub Rev And Expnss1000PrintingAndPubRevAndExpnss
Printing And Pub Dsbrs Chrtbl Prps1000PrintingAndPubDsbrsChrtblPrps
Other Expenses Rev And Expnss34673OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm33798OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps875OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss95431TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm46798TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps38875TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss948950ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps948950ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss1044381TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm46798TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps987825TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-21761ExcessOfRevenueOverExpenses
Net Investment Income975822NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY102248CashBOY
Cash EOY313731CashEOY
Cash EOYFMV313731CashEOYFMV
Savings And Temp Cash Invst BOY3258979SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY2832784SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV2832784SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY1507426InvestmentsCorpStockBOY
Investments Corp Stock EOY3642896InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV3296658InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY594831InvestmentsCorpBondsBOY
Investments Corp Bonds EOY296829InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV299534InvestmentsCorpBondsEOYFMV
Investments Other BOY4988352InvestmentsOtherBOY
Investments Other EOY3353593InvestmentsOtherEOY
Investments Other EOYFMV3904685InvestmentsOtherEOYFMV
Other Assets BOY15595OtherAssetsBOY
Other Assets EOY5837OtherAssetsEOY
Other Assets EOYFMV5837OtherAssetsEOYFMV
Total Assets BOY10467431TotalAssetsBOY
Total Assets EOY10445670TotalAssetsEOY
Total Assets EOYFMV10653229TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY10467431CapitalStockBOY
Capital Stock EOY10445670CapitalStockEOY
Total Net Assets BOY10467431TotalNetAssetsBOY
Total Net Assets EOY10445670TotalNetAssetsEOY
Total Liabilities Net Assets BOY10467431TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY10445670TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY10467431TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-21761ExcessOfRevenueOverExpenses
Subtotal10445670Subtotal
Total Net Assets Fund Balances EOY10445670TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (43 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLossesCost Or Other BasisCostOrOtherBasis
Hocky Capital LPP2002-01-082010-12-31522325223252232
Hocky Capital LP-K-1P2010-01-012010-12-31294819294819294819
Hocky Capital LP-K-1P2009-01-012010-12-31108490108490108490
Tyco International-SettlementP2008-01-012010-09-09788788788
Oxford Health-SettlementP2008-01-012010-09-07197197197
WorldCom-SettlementP2008-01-012010-04-09490949094909
Lucent Tech-SettlementP2008-01-012010-03-18625562556255
AOL Time Warner-SettlementP2008-01-012010-01-28196196196
5,000 Schlumberger Ltd.P2010-08-202010-12-223735429534095340278202
400 Bank of America-Exp. PutsP2010-11-202010-10-26173941739417394
200 United States Steel-Exp. PutsP2010-12-182010-10-20595965959659596
100 Baker Hughes-Expired PutsP2010-09-182010-08-12273982739827398
20 Apple Inc-Exp. PutsP2010-09-182010-08-12184601846018460
31,903.837 Western Asset Core Plus FdP2007-11-132010-02-1232733428722872324462
2,000 Youku IncP2010-12-092010-12-0979893274182741852475
2,000 United States SteelP2010-10-262010-12-1798786170581705881728
2,500 Research In MotionP2010-08-052010-12-17154785711711154074
2,000 E-Commerce DangDangP2010-12-082010-12-0860604102871028750317
3,500 Baker Hughes IncP2010-08-052010-12-171816351839718397163238
1,000 Rio Tinto PLCP2010-08-112010-10-15573875855585551532
3,000 Mosaic CompanyP2010-05-042010-09-171736851268112681161004
68,961.778 Bernstein Short Duration Plus PortP2009-10-192010-09-218220241792917929804095
43.706 Bernstein Short Duration Plus PortP2009-10-192010-07-1651999510
43.559 Bernstein Short Duration Plus PortP2009-10-192010-04-1951355508
43.133 Bernstein Short Duration Plus PortP2009-10-192010-01-2750855503
2,000 United States SteelP2010-10-262010-12-1799198180981809881100
2,000 E-Commerce DangDangP2010-12-082010-12-09639999999999954000
2,000 Baker Hughes IncP2010-08-112010-12-17103998241812418179817
100,000 US Treasury Bill-11/18/10P2010-08-032010-08-129995799957
100,000 US Treasury-4/22/10P2010-03-162010-04-22100000100000
100,000 US Treasury-2/15/10P2010-01-282010-02-15100000100000
100,000 US Treasury-Strips-2/15/10P2010-01-282010-02-15100000100000
100,000 KFW Median Term NotesP2010-03-152010-08-24100000100000
100,000 GE Capital Corp-4/28/11P2009-10-232010-08-1710007265465499418
100,000 GE Capital Corp-1/26/11P2009-10-232010-10-2710000079079099210
100,000 Federal Home Loan Bk-7/20/12P2010-08-032010-10-20100000100000
100,000 Federal Home Loan Bk-2/24/10P2010-01-282010-02-24100000100000
100,000 Federal Farm Cr Bk-12/01/14P2009-12-032010-11-12100050757599975
100,000 American Express Cr-10/04/10P2009-10-232010-08-27100000545499946
100,000 American Express Bk-4/26/10P2010-03-152010-04-26100000100000
500 CME Group IncP2010-08-112010-11-191349981286712867122131
40 Adobe Systems-Exp. CallsP2010-12-182010-11-02500050005000
5 CME Group Inc-CallsP2010-10-152010-09-02340034003400
FieldValueIRS element (for citing)
Capital Gain Net Income874419CapitalGainNetIncome
Net Short Term Capital Gain Or Loss697690NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1869886QualifyingDistributionsYear1
Noncharitable Assets Year19511868NoncharitableAssetsYear1
Distribution Ratio Year10.09145DistributionRatioYear1
Qualifying Distributions Year2885500QualifyingDistributionsYear2
Noncharitable Assets Year210880102NoncharitableAssetsYear2
Distribution Ratio Year20.08139DistributionRatioYear2
Qualifying Distributions Year3870306QualifyingDistributionsYear3
Noncharitable Assets Year312722078NoncharitableAssetsYear3
Distribution Ratio Year30.06841DistributionRatioYear3
Qualifying Distributions Year4837556QualifyingDistributionsYear4
Noncharitable Assets Year412097478NoncharitableAssetsYear4
Distribution Ratio Year40.06923DistributionRatioYear4
Qualifying Distributions Year5775255QualifyingDistributionsYear5
Noncharitable Assets Year510951805NoncharitableAssetsYear5
Distribution Ratio Year50.07079DistributionRatioYear5
Total Distribution Ratio0.38127TotalDistributionRatio
Average Distribution Ratio0.07625AverageDistributionRatio
Net Noncharitable Assets9994217NetNoncharitableAssets
Adjusted Noncharitable Assets762099AdjustedNoncharitableAssets
One Percent Net Investment Income9758OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One771857AdjNonchrtblAssetsAndOnePct
Qualifying Distributions987825QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax9758InvestmentIncomeExciseTax
Subtotal9758Subtotal
Tax Based On Investment Income9758TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment15595EstTaxPaymentsAndOverpayment
Total Credits And Payments15595TotalCreditsAndPayments
Form2220 AttachedXForm2220Attached
Overpayment5837Overpayment
Amount Credited To Next Year5837AmountCreditedToNextYear

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
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1Richard KandelBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number5164969195BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line16800 Jericho Turnpike-Ste 206EAddressLine1
CitySyossetCity
StateNYState
ZIP Code11791ZIPCode
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
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
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 (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
Alan Safir
473 Mariner DriveJupiterFL33477Pres.-Director0.000
Richard Kandel
15 W 53rd StreetNew YorkNY10019Treas.-Mgr. Dir8.0035000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities6846538AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances140267AvgMonthlyCashBalances
FMV All Other Noncharitable Assets3159608FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets10146413TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets10146413AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable152196CashDeemedCharitable
Net Noncharitable Assets9994217NetNoncharitableAssets
Minimum Investment Return499711MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return499711MinimumInvestmentReturn
Tax Based On Investment Income9758TaxBasedOnInvestmentIncome
Total Tax9758TotalTax
Distributable Amount Before Adj489953DistributableAmountBeforeAdj
Distributable Amount Before Ded489953DistributableAmountBeforeDed
Distributable Amount As Adjusted489953DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions987825ExpensesAndContributions
Qualifying Distributions987825QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm9758OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions978067AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted489953DistributableAmountAsAdjusted
Excess Distri Carryover Year5234046ExcessDistriCarryoverYear5
Excess Distri Carryover Year4244716ExcessDistriCarryoverYear4
Excess Distri Carryover Year3259408ExcessDistriCarryoverYear3
Excess Distri Carryover Year2341495ExcessDistriCarryoverYear2
Excess Distri Carryover Year1403103ExcessDistriCarryoverYear1
Total Excess Distri Carryover1482768TotalExcessDistriCarryover
Qualifying Distributions987825QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year489953AppliedToCurrentYear
Remaining Distri From Corpus497872RemainingDistriFromCorpus
Total Corpus1980640TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year5234046ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year1746594ExcessDistriCyovToNextYear
Excess From Year4244716ExcessFromYear4
Excess From Year3259408ExcessFromYear3
Excess From Year2341495ExcessFromYear2
Excess From Year1403103ExcessFromYear1
Excess From Current Year497872ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (114 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
Westside Jewish Community Center
5870 W Olympic BlvdLos AngelesCA90036N/APublicGeneral & Capital Purposes, unless noted$2,500
Valley Charter School
PO Box 4128Valley VillageCA91617N/APublicGeneral & Capital Purposes, unless noted$2,500
Temple Israel-NYC
112 E 75th StreetNew YorkNY10021N/APublicGeneral & Capital Purposes, unless noted$1,000
Street Squash
40 W 116th StreetNew YorkNY10026N/APublicGeneral & Capital Purposes, unless noted$1,000
St Francis Food Pantries Shelter
450 7th AvenueNew YorkNY10123N/APublicGeneral & Capital Purposes, unless noted$2,500
Sinai Akiba Academy
10400 Wilshire BlvdLos AngelesCA90064N/APublicGeneral & Capital Purposes, unless noted$5,000
Second Stage Theatre
305 W 43rd StreetNew YorkNY10036N/APublicGeneral & Capital Purposes, unless noted$3,000
Rockefeller University
1230 York Ave-PO Box 164New YorkNY10065N/APublicGeneral & Capital Purposes, unless noted$1,500
Rabbinical College of America
PO Box 1996MorristownNJ07962N/APublicGeneral & Capital Purposes, unless noted$500
Prince Albert II Monaco Fdn-USA
565 5th Ave-23rd FlNew YorkNY10017N/APublicGeneral & Capital Purposes, unless noted$2,500
Our Space Inc
464 Common StreetBelmontNY02478N/APublicGeneral & Capital Purposes, unless noted$5,000
One Is Greater Than None Inc
263 Mineola BlvdMineolaNY11501N/APublicGeneral & Capital Purposes, unless noted$10,000
NYU Langone Medical Center
One Park Ave-17th FlNew YorkNY10016N/APublicGeneral & Capital Purposes, unless noted$1,000
Norman Thomas High School
111 E 33rd StreetNew YorkNY10016N/APublicGeneral & Capital Purposes, unless noted$2,000
National Liberty Museum
321 Chestnut StreetPhildelphiaPA19106N/APublicGeneral & Capital Purposes, unless noted$1,000
Mount Sinai Hospital
1 Gustave Levy PlaceNew YorkNY10029N/APublicGeneral & Capital Purposes, unless noted$5,000
Legal Aid Society
199 Water StreetNew YorkNY10038N/APublicGeneral & Capital Purposes, unless noted$1,000
Kaufman Center
129 W 67th StreetNew YorkNY10023N/APublicGeneral & Capital Purposes, unless noted$2,000
Jewish Child Care Association
120 Wall Street-12th FlNew YorkNY10005N/APublicGeneral & Capital Purposes, unless noted$2,500
Internation Arts Relations
PO Box 756New YorkNY10108N/APublicGeneral & Capital Purposes, unless noted$20,000
Holocaust Memorial Tolerance Ctr
100 Crescent Beach RdGlen CoveNY11542N/APublicGeneral & Capital Purposes, unless noted$5,000
Friends of the United Nations
429 E 52nd St-Ste 2811New YorkNY10022N/APublicGeneral & Capital Purposes, unless noted$25,000
Foundation Stone Inc
232 Madison Ave-Rm 608New YorkNY10016N/APublicGeneral & Capital Purposes, unless noted$10,000
Fidelity Charitable Gift Fund
200 Seaport BlvdBostonMA02210N/APublicGeneral & Capital Purposes, unless noted$2,500
Edeyo Inc
PO Box 30261New YorkNY10011N/APublicGeneral & Capital Purposes, unless noted$1,000
Cystic Fibrosis Foundation
2975 Westchester AvePurchaseNY10577N/APublicGeneral & Capital Purposes, unless noted$2,500
City Squash
PO Box 619-Fordham StationNew YorkNY10458N/APublicGeneral & Capital Purposes, unless noted$1,000
Bard College Associates Program
PO Box 5000Annandaleon HudsonNY12504N/APublicGeneral & Capital Purposes, unless noted$2,500
Assoc of Israel Decorative Arts
110 East 59th Street-26th FlNew YorkNY10126N/APublicGeneral & Capital Purposes, unless noted$1,000
Assoc Former Agents-US Secret Servi
525 SW 5th Street-Ste ADes MoinesIA50309N/APublicGeneral & Capital Purposes, unless noted$5,000
ARS Nova
511 West 54th StreetNew YorkNY10019N/APublicGeneral & Capital Purposes, unless noted$5,000
American Friends-Genesis Fdn Jerusa
733 Cornaga CourtFar RockawayNY11691N/APublicGeneral & Capital Purposes, unless noted$10,000
Abilis
50 Glenville StreetGreenwichCT06831N/APublicGeneral & Capital Purposes, unless noted$1,000
William J Clinton Foundation
55 West 125th StreetNew YorkNY10027N/APublicGeneral & Capital Purposes, unless noted$5,000
NYS Troopers Foundation
3 Airport Park BlvdLathamNY12110N/APublicGeneral & Capital Purposes, unless noted$10,000
Newport Beach Int'l Film Festival
4540 Campus DriveNewport BeachCA92660N/APublicGeneral & Capital Purposes, unless noted$10,000
FSH Society Inc
64 Grove StreetWatertownMA02472N/APublicGeneral & Capital Purposes, unless noted$1,000
Friends Of Ir David
3145 Coney Island AveBrooklynNY11235N/APublicGeneral & Capital Purposes, unless noted$20,000
Federal Enforcement Homeland Securi
150 John F Kennedy ParkwayShort HillsNJ07078N/APublicGeneral & Capital Purposes, unless noted$10,000
City Harvest
575 Eighth Ave-4th FloorNew YorkNY10018N/APublicGeneral & Capital Purposes, unless noted$1,500
Children's Store Front
70 E 129th StreetNew YorkNY10035N/APublicGeneral & Capital Purposes, unless noted$1,500
American Israel Environmental Counc
411 E 53rd StreetNew YorkNY10022N/APublicGeneral & Capital Purposes, unless noted$1,000
Amer Friends of Mogen David Adom
5700 Lake Worth RoadLake WorthFL33467N/APublicGeneral & Capital Purposes, unless noted$5,000
Alzheimer's Association
69-730 Highway 111Rancho MirageCA92270N/APublicGeneral & Capital Purposes, unless noted$5,000
Sigma Alpha Mu Foundation
6075 East Molloy RoadSyracuseNY13211N/APublicGeneral & Capital Purposes, unless noted$5,000
Pediatric Cancer Foundation
23 Rockinghorse TrailRye BrookNY10573N/APublicGeneral & Capital Purposes, unless noted$2,000
Marine Corps Law Enforcement Fdn
10 Rockefeller Plaza-Ste 1007New YorkNY10020N/APublicGeneral & Capital Purposes, unless noted$5,000
Cradle of Aviation Museum
One Davis AvenueGarden CityNY11530N/APublicGeneral & Capital Purposes, unless noted$5,000
Cong Emanu-el of Westchester
2125 Westchester Ave EastRyeNY10580N/APublicGeneral & Capital Purposes, unless noted$3,000
Central Park Conservancy
14 East 60th StreetNew YorkNY10022N/APublicGeneral & Capital Purposes, unless noted$2,500
Blythedale Children's Hospital
95 Bradhurst AvenueValhallaNY10595N/APublicGeneral & Capital Purposes, unless noted$15,000
Bloom's Syndrome Foundation
7095 Hollywood BlvdLos AngelesCA90028N/APublicGeneral & Capital Purposes, unless noted$5,000
Alvin Ailey Dance Foundation
405 West 55th StreetNew YorkNY10102N/APublicGeneral & Capital Purposes, unless noted$1,000
Westchester Jewish Community Servic
845 North BroadwayWhite PlainsNY10603N/APublicGeneral & Capital Purposes, unless noted$10,000
Tikva Odessa Children's Home
40 W 23rd Street-35th FloorNew YorkNY10010N/APublicGeneral & Capital Purposes, unless noted$1,000
Paley Center for Media
25 West 52nd StreetNew YorkNY10019N/APublicGeneral & Capital Purposes, unless noted$27,500
NY Service for the Handicapped
1140 BroadwayNew YorkNY10001N/APublicGeneral & Capital Purposes, unless noted$12,500
Museum of the Moving Image
35 Avenue 36th StreetAstoriaNY11106N/APublicGeneral & Capital Purposes, unless noted$5,000
Jupiter Medical Center Fdn
1210 S Old Dixie HwyJupiterFL33458N/APublicGeneral & Capital Purposes, unless noted$1,000
Hewlett-East Rockaway Jewish Ctr
295 Main StreetEast RockawayNY11518N/APublicGeneral & Capital Purposes, unless noted$6,000
Concert Arts Guild
850 7th Avenue-Ste 1205New YorkNY10019N/APublicGeneral & Capital Purposes, unless noted$2,500
Women in Need
115 West 31st StreetNew YorkNY10001N/APublicGeneral & Capital Purposes, unless noted$1,000
WITF-TV
4801 Lindle RoadHarrisburgPA17111N/APublicGeneral & Capital Purposes, unless noted$10,000
White Plains Hospital Center
Davis AvenueWhite PlainsNY10601N/APublicGeneral & Capital Purposes, unless noted$5,000
US Holocaust Memorial Museum
100 Raoul Wallenberg PlaceWashingtonDC20024N/APublicGeneral & Capital Purposes, unless noted$17,500
United Way-York County
800 East King StreetYorkPA17405N/APublicGeneral & Capital Purposes, unless noted$10,000
UJAFederation
130 E 59th StreetNew YorkNY10022N/APublicGeneral & Capital Purposes, unless noted$10,000
ThirteenWNET
450 W 33rd StreetNew YorkNY10001N/APublicGeneral & Capital Purposes, unless noted$2,500
USC Shoah Fdn Visual History
650 W 35th Street-Ste 114Los AngelesCA90089N/APublicGeneral & Capital Purposes, unless noted$35,000
School of American Ballet
70 Lincoln Center PlazaNew YorkNY10023N/APublicGeneral & Capital Purposes, unless noted$5,000
SCAN New York Foundation
345 East 102nd StreetNew YorkNY10029N/APublicGeneral & Capital Purposes, unless noted$10,000
Roundabout Theatre
231 West 39th StreetNew YorkNY10018N/APublicGeneral & Capital Purposes, unless noted$17,500
Kravis Center Performing Arts
701 Okeechobee BlvdW Palm BeachFL33401N/APublicGeneral & Capital Purposes, unless noted$2,200
Princess Grace Foundation
150 East 58th StreetNew YorkNY10155N/APublicGeneral & Capital Purposes, unless noted$6,250
Pave the Way Foundation
47 Farrell StreetLong BeachNY10118N/APublicGeneral & Capital Purposes, unless noted$70,000
Ovarian Cancer Research Fund
14 Pennsylvania PlazaNew YorkNY10122N/APublicGeneral & Capital Purposes, unless noted$1,300
Norton Museum of Art
1451 S Olive AveW Palm BeachFL33401N/APublicGeneral & Capital Purposes, unless noted$10,000
North Shore LI Health Systems
125 Community DriveGreat NeckNY11021N/APublicGeneral & Capital Purposes, unless noted$5,000
New York Theater Ballet
30 East 31st StreetNew YorkNY10016N/APublicGeneral & Capital Purposes, unless noted$5,000
New York City Ballet
20 Lincoln Center PlazaNew YorkNY10023N/APublicGeneral & Capital Purposes, unless noted$12,500
Musicals Tonight Inc
150 West 79th StreetNew YorkNY10024N/APublicGeneral & Capital Purposes, unless noted$1,000
Museum of Modern Art
11 West 53rd StreetNew YorkNY10019N/APublicGeneral & Capital Purposes, unless noted$15,000
Metropolitan Opera
Lincoln Center PlazaNew YorkNY10023N/APublicGeneral & Capital Purposes, unless noted$11,000
Metropolitan Museum of Art
1000 5th AvenueNew YorkNY10028N/APublicGeneral & Capital Purposes, unless noted$4,000
McCarton Foundation
350 East 82nd StreetNew YorkNY10028N/APublicGeneral & Capital Purposes, unless noted$5,000
Malty Jupiter Theater
1001 E Indiantown RdJupiterFL33477N/APublicGeneral & Capital Purposes, unless noted$10,000
Lymphoma Research Foundation
115 Broadway-13th FloorNew YorkNY10006N/APublicGeneral & Capital Purposes, unless noted$5,000
Lincoln Center Theater
150 West 65th StreetNew YorkNY10023N/APublicGeneral & Capital Purposes, unless noted$10,000
Lee David Pesky Center for Learning
3324 Elder StreetBoiseID83705N/APublicGeneral & Capital Purposes, unless noted$2,500
Katonah Museum of Art
Jay StreetKatonahNY10536N/APublicGeneral & Capital Purposes, unless noted$3,500
Jacob Burns Film Center
405 Manville RoadPleasantvilleNY10570N/APublicGeneral & Capital Purposes, unless noted$6,000
Israel Air Force Center Fdn
2300 Computer Ave-Ste D-18Willow GrovePA19090N/APublicGeneral & Capital Purposes, unless noted$60,000
Hole in the Wall Gang Fund
555 Long Wharf DriveNew HavenCT06511N/APublicGeneral & Capital Purposes, unless noted$5,000
Greenwich House
224 W 30th St-Ste 302New YorkNY10001N/APublicGeneral & Capital Purposes, unless noted$10,000
Gabrielle's Angel Fdn Cancer Resear
136 E 57th St-Ste 1704New YorkNY10022N/APublicGeneral & Capital Purposes, unless noted$5,000
Film Society Lincoln Center
70 Lincoln Center PlazaNew YorkNY10023N/APublicGeneral & Capital Purposes, unless noted$30,500
Federal Drugs Agent Fdn
380 North Broadway-2nd FlJerichoNY11753N/APublicGeneral & Capital Purposes, unless noted$13,000
Ethical Culture Fieldston Sch
33 Central Park WestNew YorkNY10023N/APublicGeneral & Capital Purposes, unless noted$2,000
Drama Desk Inc
111 E 14th StreetNew YorkNY10003N/APublicGeneral & Capital Purposes, unless noted$10,000
Dancers Group Studio Theater
1360 Mission StreetSan FranciscoCA94103N/APublicGeneral & Capital Purposes, unless noted$10,000
City Meals on Wheels
355 Lexington AvenueNew YorkNY10017N/APublicGeneral & Capital Purposes, unless noted$6,000
Children's Theatre Company
526 W 26th St-Ste 1012New YorkNY10003N/APublicGeneral & Capital Purposes, unless noted$7,500
Children's Hearing Institute
380 Second AveNew YorkNY10010N/APublicGeneral & Capital Purposes, unless noted$1,500
Crohn's Colitis Fdn
386 Park Avenue SouthNew YorkNY10016N/APublicGeneral & Capital Purposes, unless noted$1,500
Carnegie Hall
881 7th AvenueNew YorkNY10019N/APublicGeneral & Capital Purposes, unless noted$6,500
Breast Cancer Research Fdn
60 East 56th StreetNew YorkNY10022N/APublicGeneral & Capital Purposes, unless noted$1,500
Brazil Foundation
345 7th AvenueNew YorkNY10001N/APublicGeneral & Capital Purposes, unless noted$3,700
Ballet Theatre Foundation
890 BroadwayNew YorkNY10003N/APublicGeneral & Capital Purposes, unless noted$5,000
Amer Museum Natural Hist
Central Park WestNew YorkNY10024N/APublicGeneral & Capital Purposes, unless noted$6,500
Amer Friends Israel Philharmon
122 East 42nd StreetNew YorkNY10168N/APublicGeneral & Capital Purposes, unless noted$7,500
Amer Friends of Israel Museum
500 5th Avenue-Ste 2540New YorkNY10110N/APublicGeneral & Capital Purposes, unless noted$100,000
Amer Fdn for AIDS Research
120 Wall StreetNew YorkNY10005N/APublicGeneral & Capital Purposes, unless noted$12,500
American Cancer Society
2600 US Highway 1North BrunswickNJ08902N/APublicGeneral & Capital Purposes, unless noted$8,000
Actors Fund of America
729 7th AvenueNew YorkNY10011N/APublicGeneral & Capital Purposes, unless noted$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year948950TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$140,112ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Exclusion Code1ExclusionCode
Exclusion$8,089ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$874,419ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$1,022,620ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA1022620TotalPartXVIA

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryKandel & CompanyCategory
Amount$15,000Amount
Net Investment Income6000NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps9000DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (6 entries)

Name Of BondNameOfBondEOY Book ValueEOYBookValueEOYFMVEOYFMV
Merrill Lynch-3.531%, 7/25/119873299945
Gov't Backed Trust-5/15/119868899607
GE Capital Corp-5.215%, 1/26/11
GE Capital Corp-1/26/11
Federal Farm Cr Bank-2.84%, 12/1/14
American Express Cr-10/4/109940999982

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (20 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
Weatherford International Inc-Calls18943990
Weatherford International Inc3555345600
Visa Inc-Calls52501252
Visa Inc105000105570
Petroleo Brasileiro SA374302378400
Petroleo Brasileiro SA124683113520
Morgan Stanley269655272100
Huntington Bancshares Inc98056103050
Goldman Sachs Group Inc-Calls80009600
Goldman Sachs Group Inc149198168160
Cisco Systems Inc102800101150
Cisco Systems Inc411400404600
Cisco Systems Inc8306080920
Bank of America Corp5600066700
Bank of America Corp119657133400
Apple Inc-Calls750021825
Apple Inc125245161280
Adobe Systems Inc103505123120
ING Clarion REIT1404376930000
Pacific Enterprises Pfd-$4.40103050145755

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (7 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
Alliance Berstein Global Real Estate FdAT COST853593874227
Bernstein Short Duration Plus PortAT COST
Western Asset Core PlusAT COST
Crestwood CapitalAT COST10000001119465
Conatus Capital Overseas LtdAT COST10000001075280
Clovis Capital PartnersAT COST500000835713
Hocky Capital L.P.AT COST

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionPrepaid Excise TaxDescription
BOY Book Value15595BOYBookValue
EOY Book Value5837EOYBookValue
EOYFMV5837EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksDisbursements Charitable PrpsDisbursementsCharitablePrpsNet Investment IncomeNetInvestmentIncome
Publication Notice125125
Other Investment Expenses1211212112
Investment & Custody Fees2147421474
Filing Fee750750
Bank & Wire Fees212212

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionOther Investment IncomeDescription
Revenue And Expenses Per Books8089RevenueAndExpensesPerBooks
Net Investment Income8089NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryExcise Tax -2010Category
Amount$9,758Amount

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