THE@B WASSERMAN FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE@B WASSERMAN FAMILY FOUNDATION (EIN 11-3641752)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201121369349100142
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T09:57:00-05:00 | 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 | JANOVER LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 QUENTIN ROOSEVELT BLVD | AddressLine1 |
| City | GARDEN CITY | City |
| State | NY | State |
| ZIP Code | 11530 | 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 | 113641752 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE B WASSERMAN FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O JANOVER LLC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BWAS | NameControl |
| Phone | 5165426300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 QUENTIN ROOSEVELT BLVD NO 516 | AddressLine1 |
| City | GARDEN CITY | City |
| State | NY | State |
| ZIP Code | 11530 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN WASSERMAN | Name |
| Title | PRESIDENT | Title |
| Phone | 5165426300 | Phone |
| Date Signed | 2011-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK K GOODMAN | Name |
| Phone | 5165426300 | Phone |
| Date Prepared | 2011-05-13 | DatePrepared |
| 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 | 65063 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 1831 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1831 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2478 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 15994 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2478 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 4309 | TotalRevenueAndExpenses |
| Total Net Investment Income | 4309 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 69 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 523 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 592 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 16835 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 16835 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 17427 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 16835 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -13118 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 4309 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 24712 | CashBOY |
| Cash EOY | 7336 | CashEOY |
| Cash EOYFMV | 7336 | CashEOYFMV |
| Investments Corp Stock BOY | 46773 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 51031 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 57727 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 71485 | TotalAssetsBOY |
| Total Assets EOY | 58367 | TotalAssetsEOY |
| Total Assets EOYFMV | 65063 | 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 | 71485 | RetainedEarningsBOY |
| Retained Earnings EOY | 58367 | RetainedEarningsEOY |
| Total Net Assets BOY | 71485 | TotalNetAssetsBOY |
| Total Net Assets EOY | 58367 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 71485 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 58367 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 71485 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -13118 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 58367 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 58367 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (15 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| ARTIO GLOBAL INVT FDS TOTAL RETURN BD FD CL I | P | 190 | 182 | 8 | 8 |
| COHEN & STEERS RLTY SHARES INC | P | 34 | 31 | 3 | 3 |
| PIMCO FDS PAC INVT MGMT SER EMERGING MKTS BD FD INSTL CL | P | 94 | 86 | 8 | 8 |
| ARTIO GLOBAL INVT FDS TOTAL RETURN BD FD CL I | P | 4609 | 4199 | 410 | 410 |
| COHEN & STEERS RLTY SHARES INC | P | 1303 | 954 | 349 | 349 |
| DODGE & COX STK FD | P | 344 | 299 | 45 | 45 |
| JOHN HANCOCK III GLOBAL SHAREHOLDER YLD CLASS I | P | 1100 | 952 | 148 | 148 |
| MAINSTAY FD HIGH YIELD CORPORATE BD FD CL I | P | 1163 | 988 | 175 | 175 |
| MANAGERS FUNDS BOND FUND | P | 2364 | 1909 | 455 | 455 |
| NUVEEN INVT TRUST TRADEWINDS VALUE OPPTYS FUND - CLASS I | P | 1139 | 910 | 229 | 229 |
| PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL | P | 544 | 480 | 64 | 64 |
| PIMCO FDS PAC INVT MGMT SER EMERGING MKTS BD FD INSTL CL | P | 1649 | 1362 | 287 | 287 |
| PIONEER FUND CL-Y | P | 432 | 407 | 25 | 25 |
| T ROWE PRICE BLUE CHIP GROWTH FUND | P | 893 | 757 | 136 | 136 |
| CAPITAL GAINS DIVIDENDS | P | 136 | 136 | 136 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2478 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 7531 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 71633 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.105133 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 4500 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 96943 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.046419 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 13172 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 119912 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.109847 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 11329 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 130887 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.086556 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 0 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 207458 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.0 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.347955 | TotalDistributionRatio |
| Average Distribution Ratio | 0.069591 | AverageDistributionRatio |
| Net Noncharitable Assets | 72553 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 5049 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 43 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 5092 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 16835 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 43 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 43 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 43 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 43 | TaxDue |
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 | 0 | 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 | JANOVER LLC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5165426300 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 QUENTIN ROOSEVELT BLVD | AddressLine1 |
| City | GARDEN CITY | City |
| State | NY | State |
| ZIP Code | 11530 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
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 |
|---|---|---|---|---|---|---|---|---|
| BRIAN WASSERMAN | ||||||||
| 14 WILSHIRE DRIVE | SYOSSET | NY | 11791 | DIRECTOR AND PRESIDENT | 0.00 | 0 | 0 | 0 |
| ANDREA WASSERMAN | ||||||||
| 14 WILSHIRE DRIVE | SYOSSET | NY | 11791 | DIRECTOR AND SECRETARY | 0.00 | 0 | 0 | 0 |
| MICHAEL P GOODMAN | ||||||||
| 100 QUENTIN ROOSEVELT BLVD | GARDEN CITY | NY | 11530 | DIRECTOR AND TREASURER | 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 | 19794 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 53864 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 73658 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 73658 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1105 | CashDeemedCharitable |
| Net Noncharitable Assets | 72553 | NetNoncharitableAssets |
| Minimum Investment Return | 3628 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 3628 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 43 | TaxBasedOnInvestmentIncome |
| Total Tax | 43 | TotalTax |
| Distributable Amount Before Adj | 3585 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 3585 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 3585 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 16835 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 16835 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 43 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 16792 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 3585 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 1397 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1397 | TotalExcessDistriCarryover |
| Qualifying Distributions | 16835 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 3585 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 13250 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 14647 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 14647 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 1397 | ExcessFromYear1 |
| Excess From Current Year | 13250 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| THE DISABILITY OPP FUND | ||||||
| 1550 FRANKLIN AVE | MINEOLA | NY | 11501 | GENERAL FUND | CHARITABLE | $500 |
| CCFA | ||||||
| 386 PARK AVE SOUTH | NEW YORK | NY | 10016 | GENERAL FUND | CHARITABLE | $100 |
| CHILDRENS MEDICAL FUND | ||||||
| 3000 MARCUS AVE SUITE LL09 | NEW HYDE PARK | NY | 11040 | GENERAL FUND | CHARITABLE | $5,875 |
| ERIC TRUMP FDN | ||||||
| 14 WILSHIRE DRIVE | SYOSSET | NY | 11791 | GENERAL FUND | CHARITABLE | $7,500 |
| SUNRISE LAKE CAMP | ||||||
| ROUTE 24 | MORRISTOWNSHIP | NJ | 07960 | GENERAL FUND | CHARITABLE | $250 |
| NANCY STEINMAN FOUNDATION | ||||||
| 1864 MUTTONTOWN ROAD | SYOSSET | NY | 11791 | GENERAL FUND | CHARITABLE | $100 |
| NORTH SHORE SYNAGOGUE | ||||||
| 83 MUTTONTOWN EASTWOODS ROAD | SYOSSET | NY | 11791 | GENERAL FUND | CHARITABLE | $360 |
| BREAST CANCER RESEARCH FDN | ||||||
| 60 EAST 56TH ST | NEW YORK | NY | 10022 | GENERAL FUND | CHARITABLE | $800 |
| SOUTH WOODS STUDENT ACTIVITY FUND | ||||||
| 532 NYS ROUTE 74 | PARADOX | NY | 12858 | GENERAL FUND | CHARITABLE | $100 |
| SYOSSET FIRE DEPT | ||||||
| 50 COLD SPRING ROAD | SYOSSET | NY | 11791 | GENERAL FUND | CHARITABLE | $50 |
| HEADCOUNT FOUNDATION | ||||||
| 104 W 29TH STREET | NEW YORK | NY | 10001 | GENERAL FUND | CHARITABLE | $1,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 16835 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,831 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $2,478 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $4,309 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 4309 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (24 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| GS FINL SQ MMKT INSTL | 534 | 534 |
| PIMCO TOTAL RETURN INSTL | 5590 | 5876 |
| ALGER FDS SMICAP GROWTH FD | 2034 | 2687 |
| COHEN & STEER RLTY SHARES INC | 0 | 0 |
| DODGE & COX STOCK FUND | 2806 | 3931 |
| EUROPACIFIC GROWTH FD | 2114 | 2504 |
| JOHN HANCOCK FDS III GLOBAL SHAREHOLDER YLD | 1419 | 1829 |
| JPMORGAN CORE BOND FD SELECT | 4156 | 4242 |
| MAINSTAY HIGH YIELD CORP BOND FD | 967 | 1125 |
| MANAGERS FUNDS BOND FD | 2329 | 2697 |
| METROPOLITAN FUNDS WEST TOT/RET BOND | 4380 | 4833 |
| NUVEEN TRADEWINDS VALUE OPPORTUNITIES FD INSTL SHS | 0 | 0 |
| ARTIO GLOBAL INVT FDS TOTAL RETURN BD FD | 0 | 0 |
| PIMCO FDS PAC INVT MGMT SER EMERGING MKTS BD FD INSTL | 0 | 0 |
| PIONEER FUND | 2021 | 2626 |
| T ROWE PRICE BLUE CHIP GROWTH FD | 3355 | 4693 |
| T ROWE PRICE SHORT TERM BD FD INC | 2617 | 2674 |
| WELLS FARGO FDS TR SHORT DURATION GOVT BD FD ADMIN | 2681 | 2679 |
| AMERICAN CENTY INVT TR DIVERSIFIED BD FD INSTL | 2713 | 2645 |
| BLACKROCK FDS TOTAL RETURN CL INSTIT | 3236 | 3172 |
| CRM SMALL/MID CAP VALUE FUND INV CLASS | 2137 | 2765 |
| FIRST AMER INVT FD INC REAL ESTATE SECS FD | 1080 | 1205 |
| PIMCO FDS PAC INVT DIVERSIFIED INC FD INSTL | 3794 | 3793 |
| VIRTUS EMERGING MARKETS OPPORTUNITIES FUND | 1068 | 1217 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FILING FEE | 125 | 0 | 0 | 0 |
| INVESTMENT FEE | 398 | 0 | 0 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | BRIAN WASSERMAN | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 WILSHIRE DRIVE | AddressLine1 |
| City | SYOSSET | City |
| State | NY | State |
| ZIP Code | 11791 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | Category |
| Amount | $69 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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