LEDERMAN FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LEDERMAN FAMILY FOUNDATION (EIN 13-7202850)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201123199349100527
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T10:24:48-06:00 | 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 | DDK & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA 54TH FLR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10119 | 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 | 137202850 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEDERMAN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LEDE | NameControl |
| Phone | 6312041777 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 HALSEY FARM DRIVE | AddressLine1 |
| City | SOUTHAMPTON | City |
| State | NY | State |
| ZIP Code | 11968 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROL LEDERMAN | Name |
| Title | DIRECTOR | Title |
| Phone | 6312041777 | Phone |
| Date Signed | 2011-11-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY FEINMAN | Name |
| Phone | 2129970600 | 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 | 719179 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 184 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 11728 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 11728 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 53716 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 299725 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 53716 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 65628 | TotalRevenueAndExpenses |
| Total Net Investment Income | 65444 | 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 |
| Accounting Fees Rev And Expnss | 1866 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 933 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 933 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 74 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 361 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 361 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 125 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 125 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 8343 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 8150 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 93 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 10769 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 9083 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1512 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 66298 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 66298 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 77067 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 9083 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 67810 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -11439 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 56361 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 7550 | CashEOY |
| Cash EOYFMV | 7550 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 22662 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 3837 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3837 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 436507 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 534644 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 657228 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 169637 | OtherAssetsBOY |
| Other Assets EOY | 50564 | OtherAssetsEOY |
| Other Assets EOYFMV | 50564 | OtherAssetsEOYFMV |
| Total Assets BOY | 628806 | TotalAssetsBOY |
| Total Assets EOY | 596595 | TotalAssetsEOY |
| Total Assets EOYFMV | 719179 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 20772 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 0 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 20772 | 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 | 608034 | RetainedEarningsBOY |
| Retained Earnings EOY | 596595 | RetainedEarningsEOY |
| Total Net Assets BOY | 608034 | TotalNetAssetsBOY |
| Total Net Assets EOY | 596595 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 628806 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 596595 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 608034 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -11439 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 596595 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 596595 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (38 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 25 SHRS DRESSER RAND GROUP | P | 2006-06-16 | 2010-08-12 | 959 | 524 | 435 | 435 |
| 25 SHSR ECOLAB INC | P | 2009-03-04 | 2010-10-13 | 1290 | 770 | 520 | 520 |
| 150 SHRS ABB LTD | P | 2004-12-08 | 2010-03-10 | 3146 | 890 | 2256 | 2256 |
| 150 SHRS NEW CORPORATION CLASS A | P | 2008-10-29 | 2010-05-11 | 2155 | 1377 | 778 | 778 |
| 50 SHRS NATIONAL FUEL GAS COMPANY | P | 2009-02-10 | 2010-12-15 | 3253 | 1677 | 1576 | 1576 |
| 350 SHRS ABB LTD | P | 2004-12-08 | 2010-05-11 | 6443 | 1976 | 4467 | 4467 |
| 50 SHRS UNION PACIFIC | P | 2009-05-13 | 2010-04-30 | 3850 | 2316 | 1534 | 1534 |
| 50 SHRS PEPSICO INC | P | 2009-05-15 | 2010-05-11 | 3268 | 2534 | 734 | 734 |
| 50 SHRS MCDONALDS CORP | P | 2009-10-29 | 2010-05-11 | 3525 | 2949 | 576 | 576 |
| 100 SHRS ROCKWELL AUTOMATION INC | P | 2009-06-23 | 2010-04-23 | 6167 | 2965 | 3202 | 3202 |
| 100 SHRS ROCKWELL AUTOMATION | P | 2009-06-23 | 2010-05-11 | 5911 | 2965 | 2946 | 2946 |
| 100 SHRS ROCKWELL AUTOMATION | P | 2009-06-23 | 2010-11-16 | 6532 | 2965 | 3567 | 3567 |
| 100 SHRS SUNCOR ENERGY | P | 2006-09-19 | 2010-05-11 | 3139 | 3429 | -290 | -290 |
| 150 SHRS THERMO FISHER SCIENTIFIC | P | 2005-04-21 | 2010-05-11 | 8197 | 3760 | 4437 | 4437 |
| 100 SHRS THERMO FISHER SCIENTIFIC INC | P | 2005-04-21 | 2010-05-07 | 5481 | 3921 | 1560 | 1560 |
| 150 SHRS MORGAN STANLEY | P | 2009-09-01 | 2010-05-11 | 4366 | 4252 | 114 | 114 |
| 400 SHRS ACTVISION BLIZZARD | P | 2009-11-11 | 2010-05-11 | 4296 | 4488 | -192 | -192 |
| 100 SHRS P&G | P | 2003-07-09 | 2010-04-23 | 6337 | 4525 | 1812 | 1812 |
| 150 SHRS ECOLAB | P | 2009-03-04 | 2010-05-11 | 7273 | 4622 | 2651 | 2651 |
| 100 SHRS UNION PACIFIC | P | 2009-05-13 | 2010-03-31 | 7249 | 4633 | 2616 | 2616 |
| 300 SHRS CISCO SYSTEMS | P | 2009-05-20 | 2010-05-11 | 7980 | 5586 | 2394 | 2394 |
| 300 SHRS MICROSOFT | P | 2009-02-13 | 2010-05-11 | 8922 | 5742 | 3180 | 3180 |
| 200 SHRS AETNA INC | P | 2006-08-04 | 2010-05-11 | 5772 | 6668 | -896 | -896 |
| 200 SHRS NATIONAL FUEL GAS COMPANY | P | 2009-02-10 | 2010-05-11 | 10178 | 6707 | 3471 | 3471 |
| 300 SHRS DRESSER RAND GROUP INC | P | 2006-09-19 | 2010-05-11 | 10089 | 7292 | 2797 | 2797 |
| 300 SHRS CHARLES RIVER LABROTORIES | P | 2009-04-22 | 2010-11-09 | 9567 | 7559 | 2008 | 2008 |
| 300 SHRS DRESSER RAND GROUP | P | 2006-05-12 | 2010-05-07 | 10335 | 7792 | 2543 | 2543 |
| 200 SHRS SUNCOR ENERGY | P | 2006-09-19 | 2010-11-16 | 7190 | 7825 | -635 | -635 |
| 400 SHRS METHANEX | P | 2010-06-08 | 2010-12-06 | 11940 | 8060 | 3880 | 3880 |
| 200 SHRS PROCTOR & GAMBLE | P | 2003-09-03 | 2010-05-11 | 12450 | 8928 | 3522 | 3522 |
| 125 SHRS 3M COMPANY | P | 2010-06-30 | 2010-05-11 | 10805 | 9253 | 1552 | 1552 |
| 300 SHRS KRAFT FOODS INC | P | 2007-04-09 | 2010-05-11 | 8901 | 9408 | -507 | -507 |
| 250 SHRS JP MORGAN | P | 2008-06-11 | 2010-05-11 | 10615 | 9432 | 1183 | 1183 |
| 300 SHRS SUNCOR ENERGY | P | 2006-09-19 | 2010-03-02 | 8484 | 10286 | -1802 | -1802 |
| 250 SHRS EXELON CORP | P | 2009-05-14 | 2010-04-30 | 10851 | 12335 | -1484 | -1484 |
| 350 SHRS CHARLES RIVER LABROTORIES | P | 2007-02-28 | 2010-02-10 | 12405 | 16042 | -3637 | -3637 |
| 500 SHRS XTO ENERGY | P | 2008-08-19 | 2010-01-14 | 24047 | 23098 | 949 | 949 |
| 2500 SHRS PEPSICO INC | P | 2010-05-06 | 2010-12-20 | 26357 | 26458 | -101 | -101 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 53716 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 69366 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 510208 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.135956 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 147101 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 732131 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.200922 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 273890 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2049490 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.133638 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 250183 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1995757 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.125357 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 185435 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1995195 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.092941 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.688814 | TotalDistributionRatio |
| Average Distribution Ratio | 0.137763 | AverageDistributionRatio |
| Net Noncharitable Assets | 594265 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 81868 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 564 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 82432 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 67810 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1127 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1127 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1127 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 700 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 600 | TaxPaidWithExtension |
| Total Credits And Payments | 1300 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 7 | PenaltyForUnderpayment |
| Overpayment | 166 | Overpayment |
| Amount Credited To Next Year | 166 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | 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 | DDK COMPANY LLP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2129770600 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 PENN PLAZA | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10119 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MARK LEDERMAN | ||||||||
| 6 HALSEY FARM DRIVE | SOUTHAMPTON | NY | 11968 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| CAROL LEDERMAN | ||||||||
| 6 HALSEY FARM DRIVE | SOUTHAMPTON | NY | 11968 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 554779 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 48536 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 603315 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 603315 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9050 | CashDeemedCharitable |
| Net Noncharitable Assets | 594265 | NetNoncharitableAssets |
| Minimum Investment Return | 29713 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 29713 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1127 | TaxBasedOnInvestmentIncome |
| Total Tax | 1127 | TotalTax |
| Distributable Amount Before Adj | 28586 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 28586 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 28586 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 67810 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 67810 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 67810 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 28586 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 89187 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 154027 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 177009 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 110694 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 43856 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 574773 | TotalExcessDistriCarryover |
| Qualifying Distributions | 67810 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 28586 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 39224 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 613997 | 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 | 89187 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 524810 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 154027 | ExcessFromYear4 |
| Excess From Year3 | 177009 | ExcessFromYear3 |
| Excess From Year2 | 110694 | ExcessFromYear2 |
| Excess From Year1 | 43856 | ExcessFromYear1 |
| Excess From Current Year | 39224 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (32 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 500 WEST 185TH ST | NEW YORK | NY | 10033 | NONE | EXEMPT | CHARITABLE | $3,300 |
| AMERICAN CANCER SOCIETY | |||||||
| 132 WEST 32ND STREET | NEW YORK | NY | 10001 | NONE | EXEMPT | CHARITABLE | $250 |
| FIRE FIGHTERS AND PARAMEDICS | |||||||
| 9 METROTECH CENTER | BROOKLYN | NY | 11201 | NONE | EXEMPT | CHARITABLE | $25 |
| POLICE ATHLETIC LEAGUE INC | |||||||
| 34 1/2 EAST 12TH STREET | NEW YORK | NY | 10003 | NONE | EXEMPT | CHARITABLE | $50 |
| HESCHEL SCHOOL | |||||||
| 270 WEST 89TH STREET | NEW YORK | NY | 10024 | NONE | EXEMPT | CHARITABLE | $200 |
| BRUCE AND MARSHA MOSKOWITZ FOUNDATION | |||||||
| 223 SUNSET AVENUE SUITE 200 | PALM BEACH | FL | 33480 | NONE | EXEMPT | CHARITABLE | $300 |
| SOUTHAMPTION VILLAGE VOLUNTEER AMBU | |||||||
| 44 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11969 | NONE | EXEMPT | CHARITABLE | $300 |
| CENTRAL PARK CONSERVACY | |||||||
| 36 WEST 110TH STREET | NEW YORK | NY | 10026 | NONE | EXEMPT | CHARITABLE | $395 |
| FEGS | |||||||
| 315 HUDSON STREET | NEW YORK | NY | 10013 | NONE | EXEMPT | CHARITABLE | $500 |
| GIVE TO ASIA | |||||||
| 465 CALIFORNIA DRIVE SUITE 806 | SAN FRANCISCO | CA | 94104 | NONE | EXEMPT | CHARITABLE | $500 |
| CONGREGATION ORACH CHAIM | |||||||
| 1459 LEXINGTON AVE | NEW YORK | NY | 10128 | NONE | EXEMPT | CHARITABLE | $1,748 |
| CHABAD OF SOUTHAMPTON JEWISH CENTER | |||||||
| 214 HILL ST | SOUTHAMPTON | NY | 11968 | NONE | EXEMPT | CHARITABLE | $1,000 |
| FRIENDS OF IDF | |||||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | NONE | EXEMPT | CHARITABLE | $1,000 |
| PALM BEACH COUNTRY CLUB FOUNDATION | |||||||
| PO BOX 615 | PALM BEACH | FL | 33480 | NONE | EXEMPT | CHARITABLE | $1,000 |
| THE CAMPAIGN FOR DALTON | |||||||
| 108 E 89TH ST | NEW YORK | NY | 10128 | NONE | EXEMPT | CHARITABLE | $1,000 |
| US HOLOCAUST MEM MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | NONE | EXEMPT | CHARITABLE | $1,000 |
| JEWISH GUILD FOR THE BLIND | |||||||
| 15 WEST 65TH STREET | NEW YORK | NY | 10023 | NONE | EXEMPT | CHARITABLE | $1,200 |
| THE ATLANTIC GOLF CLUB FOUNDATION | |||||||
| PO BOX 1890 | BRIDGEHAMPTION | NY | 11932 | NONE | EXEMPT | CHARITABLE | $2,000 |
| TEMPLE ISRAEL | |||||||
| 112 EAST 75TH ST | NEW YORK | NY | 10021 | NONE | EXEMPT | CHARITABLE | $2,400 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | EXEMPT | CHARITABLE | $2,500 |
| SOUTHAMPTION HOSPITAL FOUNDATION | |||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | NONE | Q | CHARITABLE | $2,500 |
| PALM BEACH SYNAGOGUE | |||||||
| PO BOX 1028 | PALM BEACH | FL | 33480 | NONE | EXEMPT | CHARITABLE | $2,650 |
| JEWISH FED OF PALM BEACH | |||||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 33417 | NONE | EXEMPT | CHARITABLE | $6,000 |
| IDC | |||||||
| 116 EAST 16TH | NEW YORK | NY | 10003 | NONE | EXEMPT | CHARITABLE | $5,000 |
| STUDENT SPONSOR PARTNERS | |||||||
| 286 MADISON AVENUE | NEW YORK | NY | 10017 | NONE | EXEMPT | CHARITABLE | $5,000 |
| THE BIRCH WATHEN LENOX SCHOOL | |||||||
| 210 EAST 77TH STREET | NEW YORK | NY | 10075 | NONE | EXEMPT | CHARITABLE | $7,000 |
| PARK EAST SYNAGOGUE | |||||||
| 163 EAST 67TH STREET | NEW YORK | NY | 10065 | NONE | EXEMPT | CHARITABLE | $8,000 |
| TOWN OF PALM BEACH UNITED WAY INC | |||||||
| 44 COCOANUT ROW M201 | PALM BEACH | FL | 33480 | NONE | EXEMPT | CHARITABLE | $1,000 |
| UJA FEDERATION OF NY | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | EXEMPT | CHARITABLE | $5,000 |
| RABBI HAROLD EINSIDLER | |||||||
| 163 EAST 67TH STREET | NEW YORK | NY | 10065 | NONE | EXEMPT | CHARITABLE | $80 |
| CHILDREN'S MUSEUM OF MANHATTAN | |||||||
| 212 WEST 83D STREET | NEW YORK | NY | 10024 | NONE | EXEMPT | CHARITABLE | $900 |
| NEW YORK PRESBYTERIAN | |||||||
| 525 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | EXEMPT | CHARITABLE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 66298 | 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 | $11,728 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $53,716 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $65,444 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 65444 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,866 | Amount |
| Net Investment Income | 933 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 933 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | NEUBERGER & BERMAN | NameOfStock |
| EOY Book Value | 534644 | EOYBookValue |
| EOYFMV | 657228 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| DEFERRED MADOFF THEFT LOSS (SEE FOOTNOTE) | 50564 | 50564 | 50564 |
| POTENTIAL SPIC RECOVERY | 119073 | 0 | 0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| NYS FILING FEES | 100 | 0 | 0 | 0 |
| INVESTMENT ADVISORY FEES | 8057 | 8057 | 0 | 0 |
| BANK FEES | 186 | 93 | 0 | 93 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CASH OVERDRAFT | Description |
| BOY Book Value | 20772 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $74 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments