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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-11-15T10:24:48-06:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1DDK & COMPANY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PENN PLAZA 54TH FLRAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10119ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN137202850EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1LEDERMAN FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlLEDENameControl
Phone6312041777Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line16 HALSEY FARM DRIVEAddressLine1
CitySOUTHAMPTONCity
StateNYState
ZIP Code11968ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCAROL LEDERMANName
TitleDIRECTORTitle
Phone6312041777Phone
Date Signed2011-11-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJEFFREY FEINMANName
Phone2129970600Phone
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 EOY719179FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss184ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss11728DividendsRevAndExpnss
Dividends Net Invst Incm11728DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss53716NetGainSaleAssetsRevAndExpnss
Gross Sales Price299725GrossSalesPrice
Capital Gain Net Incm Net Invst Incm53716CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses65628TotalRevenueAndExpenses
Total Net Investment Income65444TotalNetInvestmentIncome
Total Adjusted Net Income0TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm0CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss1866AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm933AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm0AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps933AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss74TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Adj Net Incm0TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss361TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm0TravConfMeetingNetInvstIncm
Trav Conf Meeting Adj Net Incm0TravConfMeetingAdjNetIncm
Trav Conf Meeting Dsbrs Chrtbl Prps361TravConfMeetingDsbrsChrtblPrps
Printing And Pub Rev And Expnss125PrintingAndPubRevAndExpnss
Printing And Pub Net Invst Incm0PrintingAndPubNetInvstIncm
Printing And Pub Adj Net Incm0PrintingAndPubAdjNetIncm
Printing And Pub Dsbrs Chrtbl Prps125PrintingAndPubDsbrsChrtblPrps
Other Expenses Rev And Expnss8343OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm8150OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm0OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps93OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss10769TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm9083TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1512TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss66298ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps66298ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss77067TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm9083TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps67810TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-11439ExcessOfRevenueOverExpenses
Net Investment Income56361NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash EOY7550CashEOY
Cash EOYFMV7550CashEOYFMV
Savings And Temp Cash Invst BOY22662SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY3837SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV3837SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY436507InvestmentsCorpStockBOY
Investments Corp Stock EOY534644InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV657228InvestmentsCorpStockEOYFMV
Other Assets BOY169637OtherAssetsBOY
Other Assets EOY50564OtherAssetsEOY
Other Assets EOYFMV50564OtherAssetsEOYFMV
Total Assets BOY628806TotalAssetsBOY
Total Assets EOY596595TotalAssetsEOY
Total Assets EOYFMV719179TotalAssetsEOYFMV
Other Liabilities BOY20772OtherLiabilitiesBOY
Other Liabilities EOY0OtherLiabilitiesEOY
Total Liabilities BOY20772TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY608034RetainedEarningsBOY
Retained Earnings EOY596595RetainedEarningsEOY
Total Net Assets BOY608034TotalNetAssetsBOY
Total Net Assets EOY596595TotalNetAssetsEOY
Total Liabilities Net Assets BOY628806TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY596595TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY608034TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-11439ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal596595Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY596595TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (38 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
25 SHRS DRESSER RAND GROUPP2006-06-162010-08-12959524435435
25 SHSR ECOLAB INCP2009-03-042010-10-131290770520520
150 SHRS ABB LTDP2004-12-082010-03-10314689022562256
150 SHRS NEW CORPORATION CLASS AP2008-10-292010-05-1121551377778778
50 SHRS NATIONAL FUEL GAS COMPANYP2009-02-102010-12-153253167715761576
350 SHRS ABB LTDP2004-12-082010-05-116443197644674467
50 SHRS UNION PACIFICP2009-05-132010-04-303850231615341534
50 SHRS PEPSICO INCP2009-05-152010-05-1132682534734734
50 SHRS MCDONALDS CORPP2009-10-292010-05-1135252949576576
100 SHRS ROCKWELL AUTOMATION INCP2009-06-232010-04-236167296532023202
100 SHRS ROCKWELL AUTOMATIONP2009-06-232010-05-115911296529462946
100 SHRS ROCKWELL AUTOMATIONP2009-06-232010-11-166532296535673567
100 SHRS SUNCOR ENERGYP2006-09-192010-05-1131393429-290-290
150 SHRS THERMO FISHER SCIENTIFICP2005-04-212010-05-118197376044374437
100 SHRS THERMO FISHER SCIENTIFIC INCP2005-04-212010-05-075481392115601560
150 SHRS MORGAN STANLEYP2009-09-012010-05-1143664252114114
400 SHRS ACTVISION BLIZZARDP2009-11-112010-05-1142964488-192-192
100 SHRS P&GP2003-07-092010-04-236337452518121812
150 SHRS ECOLABP2009-03-042010-05-117273462226512651
100 SHRS UNION PACIFICP2009-05-132010-03-317249463326162616
300 SHRS CISCO SYSTEMSP2009-05-202010-05-117980558623942394
300 SHRS MICROSOFTP2009-02-132010-05-118922574231803180
200 SHRS AETNA INCP2006-08-042010-05-1157726668-896-896
200 SHRS NATIONAL FUEL GAS COMPANYP2009-02-102010-05-1110178670734713471
300 SHRS DRESSER RAND GROUP INCP2006-09-192010-05-1110089729227972797
300 SHRS CHARLES RIVER LABROTORIESP2009-04-222010-11-099567755920082008
300 SHRS DRESSER RAND GROUPP2006-05-122010-05-0710335779225432543
200 SHRS SUNCOR ENERGYP2006-09-192010-11-1671907825-635-635
400 SHRS METHANEXP2010-06-082010-12-0611940806038803880
200 SHRS PROCTOR & GAMBLEP2003-09-032010-05-1112450892835223522
125 SHRS 3M COMPANYP2010-06-302010-05-1110805925315521552
300 SHRS KRAFT FOODS INCP2007-04-092010-05-1189019408-507-507
250 SHRS JP MORGANP2008-06-112010-05-1110615943211831183
300 SHRS SUNCOR ENERGYP2006-09-192010-03-02848410286-1802-1802
250 SHRS EXELON CORPP2009-05-142010-04-301085112335-1484-1484
350 SHRS CHARLES RIVER LABROTORIESP2007-02-282010-02-101240516042-3637-3637
500 SHRS XTO ENERGYP2008-08-192010-01-142404723098949949
2500 SHRS PEPSICO INCP2010-05-062010-12-202635726458-101-101
FieldValueIRS element (for citing)
Capital Gain Net Income53716CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year169366QualifyingDistributionsYear1
Noncharitable Assets Year1510208NoncharitableAssetsYear1
Distribution Ratio Year10.135956DistributionRatioYear1
Qualifying Distributions Year2147101QualifyingDistributionsYear2
Noncharitable Assets Year2732131NoncharitableAssetsYear2
Distribution Ratio Year20.200922DistributionRatioYear2
Qualifying Distributions Year3273890QualifyingDistributionsYear3
Noncharitable Assets Year32049490NoncharitableAssetsYear3
Distribution Ratio Year30.133638DistributionRatioYear3
Qualifying Distributions Year4250183QualifyingDistributionsYear4
Noncharitable Assets Year41995757NoncharitableAssetsYear4
Distribution Ratio Year40.125357DistributionRatioYear4
Qualifying Distributions Year5185435QualifyingDistributionsYear5
Noncharitable Assets Year51995195NoncharitableAssetsYear5
Distribution Ratio Year50.092941DistributionRatioYear5
Total Distribution Ratio0.688814TotalDistributionRatio
Average Distribution Ratio0.137763AverageDistributionRatio
Net Noncharitable Assets594265NetNoncharitableAssets
Adjusted Noncharitable Assets81868AdjustedNoncharitableAssets
One Percent Net Investment Income564OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One82432AdjNonchrtblAssetsAndOnePct
Qualifying Distributions67810QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax1127InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal1127Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income1127TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment700EstTaxPaymentsAndOverpayment
Tax Paid With Extension600TaxPaidWithExtension
Total Credits And Payments1300TotalCreditsAndPayments
Form2220 AttachedXForm2220Attached
Penalty For Underpayment7PenaltyForUnderpayment
Overpayment166Overpayment
Amount Credited To Next Year166AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameDDK COMPANY LLPBooksInCareOfPersonName
Books In Care Of Phone Number2129770600BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11 PENN PLAZAAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10119ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

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 PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
MARK LEDERMAN
6 HALSEY FARM DRIVESOUTHAMPTONNY11968DIRECTOR0.00000
CAROL LEDERMAN
6 HALSEY FARM DRIVESOUTHAMPTONNY11968DIRECTOR0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities554779AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances48536AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets603315TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets603315AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable9050CashDeemedCharitable
Net Noncharitable Assets594265NetNoncharitableAssets
Minimum Investment Return29713MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return29713MinimumInvestmentReturn
Tax Based On Investment Income1127TaxBasedOnInvestmentIncome
Total Tax1127TotalTax
Distributable Amount Before Adj28586DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded28586DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted28586DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions67810ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions67810QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions67810AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted28586DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year589187ExcessDistriCarryoverYear5
Excess Distri Carryover Year4154027ExcessDistriCarryoverYear4
Excess Distri Carryover Year3177009ExcessDistriCarryoverYear3
Excess Distri Carryover Year2110694ExcessDistriCarryoverYear2
Excess Distri Carryover Year143856ExcessDistriCarryoverYear1
Total Excess Distri Carryover574773TotalExcessDistriCarryover
Qualifying Distributions67810QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year28586AppliedToCurrentYear
Remaining Distri From Corpus39224RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus613997TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year589187ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year524810ExcessDistriCyovToNextYear
Excess From Year4154027ExcessFromYear4
Excess From Year3177009ExcessFromYear3
Excess From Year2110694ExcessFromYear2
Excess From Year143856ExcessFromYear1
Excess From Current Year39224ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (32 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ALBERT EINSTEIN COLLEGE OF MEDICINE
500 WEST 185TH STNEW YORKNY10033NONEEXEMPTCHARITABLE$3,300
AMERICAN CANCER SOCIETY
132 WEST 32ND STREETNEW YORKNY10001NONEEXEMPTCHARITABLE$250
FIRE FIGHTERS AND PARAMEDICS
9 METROTECH CENTERBROOKLYNNY11201NONEEXEMPTCHARITABLE$25
POLICE ATHLETIC LEAGUE INC
34 1/2 EAST 12TH STREETNEW YORKNY10003NONEEXEMPTCHARITABLE$50
HESCHEL SCHOOL
270 WEST 89TH STREETNEW YORKNY10024NONEEXEMPTCHARITABLE$200
BRUCE AND MARSHA MOSKOWITZ FOUNDATION
223 SUNSET AVENUE SUITE 200PALM BEACHFL33480NONEEXEMPTCHARITABLE$300
SOUTHAMPTION VILLAGE VOLUNTEER AMBU
44 MEETING HOUSE LANESOUTHAMPTONNY11969NONEEXEMPTCHARITABLE$300
CENTRAL PARK CONSERVACY
36 WEST 110TH STREETNEW YORKNY10026NONEEXEMPTCHARITABLE$395
FEGS
315 HUDSON STREETNEW YORKNY10013NONEEXEMPTCHARITABLE$500
GIVE TO ASIA
465 CALIFORNIA DRIVE SUITE 806SAN FRANCISCOCA94104NONEEXEMPTCHARITABLE$500
CONGREGATION ORACH CHAIM
1459 LEXINGTON AVENEW YORKNY10128NONEEXEMPTCHARITABLE$1,748
CHABAD OF SOUTHAMPTON JEWISH CENTER
214 HILL STSOUTHAMPTONNY11968NONEEXEMPTCHARITABLE$1,000
FRIENDS OF IDF
1430 BROADWAYNEW YORKNY10018NONEEXEMPTCHARITABLE$1,000
PALM BEACH COUNTRY CLUB FOUNDATION
PO BOX 615PALM BEACHFL33480NONEEXEMPTCHARITABLE$1,000
THE CAMPAIGN FOR DALTON
108 E 89TH STNEW YORKNY10128NONEEXEMPTCHARITABLE$1,000
US HOLOCAUST MEM MUSEUM
100 RAOUL WALLENBERG PLACE SWWASHINGTONDC20024NONEEXEMPTCHARITABLE$1,000
JEWISH GUILD FOR THE BLIND
15 WEST 65TH STREETNEW YORKNY10023NONEEXEMPTCHARITABLE$1,200
THE ATLANTIC GOLF CLUB FOUNDATION
PO BOX 1890BRIDGEHAMPTIONNY11932NONEEXEMPTCHARITABLE$2,000
TEMPLE ISRAEL
112 EAST 75TH STNEW YORKNY10021NONEEXEMPTCHARITABLE$2,400
MEMORIAL SLOAN-KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065NONEEXEMPTCHARITABLE$2,500
SOUTHAMPTION HOSPITAL FOUNDATION
240 MEETING HOUSE LANESOUTHAMPTONNY11968NONEQCHARITABLE$2,500
PALM BEACH SYNAGOGUE
PO BOX 1028PALM BEACHFL33480NONEEXEMPTCHARITABLE$2,650
JEWISH FED OF PALM BEACH
4601 COMMUNITY DRIVEWEST PALM BEACHFL33417NONEEXEMPTCHARITABLE$6,000
IDC
116 EAST 16THNEW YORKNY10003NONEEXEMPTCHARITABLE$5,000
STUDENT SPONSOR PARTNERS
286 MADISON AVENUENEW YORKNY10017NONEEXEMPTCHARITABLE$5,000
THE BIRCH WATHEN LENOX SCHOOL
210 EAST 77TH STREETNEW YORKNY10075NONEEXEMPTCHARITABLE$7,000
PARK EAST SYNAGOGUE
163 EAST 67TH STREETNEW YORKNY10065NONEEXEMPTCHARITABLE$8,000
TOWN OF PALM BEACH UNITED WAY INC
44 COCOANUT ROW M201PALM BEACHFL33480NONEEXEMPTCHARITABLE$1,000
UJA FEDERATION OF NY
130 E 59TH STNEW YORKNY10022NONEEXEMPTCHARITABLE$5,000
RABBI HAROLD EINSIDLER
163 EAST 67TH STREETNEW YORKNY10065NONEEXEMPTCHARITABLE$80
CHILDREN'S MUSEUM OF MANHATTAN
212 WEST 83D STREETNEW YORKNY10024NONEEXEMPTCHARITABLE$900
NEW YORK PRESBYTERIAN
525 EAST 68TH STREETNEW YORKNY10065NONEEXEMPTCHARITABLE$2,500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year66298TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$11,728ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$53,716ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$65,444ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA65444TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$1,866Amount
Net Investment Income933NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps933DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockNEUBERGER & BERMANNameOfStock
EOY Book Value534644EOYBookValue
EOYFMV657228EOYFMV

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (2 entries)

DescriptionDescriptionBOY Book ValueBOYBookValueEOY Book ValueEOYBookValueEOYFMVEOYFMV
DEFERRED MADOFF THEFT LOSS (SEE FOOTNOTE)505645056450564
POTENTIAL SPIC RECOVERY11907300

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
NYS FILING FEES100000
INVESTMENT ADVISORY FEES8057805700
BANK FEES18693093

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionCASH OVERDRAFTDescription
BOY Book Value20772BOYBookValue
EOY Book Value0EOYBookValue

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategory
Amount$74Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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