KAYE FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KAYE FAMILY FOUNDATION (EIN 13-4092284)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-03-07
- IRS object ID
- 202620669349100112
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-07T19:43:46-06:00 | ReturnTs |
| Tax Period End | 2025-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161468002 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHIAMPOU TRAVIS BESAW & KERSHNER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 BRYANT WOODS NORTH | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134092284 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KAYE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAYE | BusinessNameControlTxt |
| Phone | 5188864191 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO THE AYCO COMPANY PO BOX 15201 | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 122125201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES R KAYE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5188864191 | PhoneNum |
| Signature | 2026-03-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA LAROUSSI | PreparerPersonNm |
| PTIN | P01257512 | PTIN |
| Phone | 7166302400 | PhoneNum |
| Preparation | 2026-03-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,065,051 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,183,188 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $306,159 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $306,159 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,346,979 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,964,618 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,346,979 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,836,326 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,653,138 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $45,133 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,133 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,190 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,190 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,271 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,521 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $90,594 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,844 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,915,562 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,920,561 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,006,156 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,844 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,921,311 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,169,830 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,588,294 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $838,505 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $735,324 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $735,324 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $210 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $10,500 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $210 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $210 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $6,895,914 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,095,612 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,779,132 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,205,955 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $574,889 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $550,385 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,950,874 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,406,035 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,065,051 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,950,874 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,406,035 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,950,874 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,406,035 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,950,874 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,406,035 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,950,874 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,169,830 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,781,044 | SubtotalAmt |
| Other Decreases | $1,375,009 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,406,035 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| ST CAPITAL GAIN FROM BBR FIXED INCOME K-1 | 2025-11-30 | $20,597 | $20,597 | $20,597 | ||
| LT CAPITAL LOSS FROM BBR FIXED INCOME K-1 | 2025-11-30 | -$14,231 | -$14,231 | $14,231 | ||
| CHARLES SCHWAB #7456 | 2025-11-30 | $6,628,046 | $2,354,236 | $2,354,236 | $4,273,810 | P |
| CHARLES SCHWAB #9390 | 2025-11-30 | $2,315,975 | -$13,623 | -$13,623 | $2,329,598 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,346,979 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $35,977 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $35,977 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $35,977 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $47,014 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $47,014 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,037 | OverpaymentAmt |
| Applied To ES Tax | $11,037 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHUCK JUDGE - AYCO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5188864118 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 COLISEUM DRIVE | AddressLine1Txt |
| City | COHOES | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12047 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHARLES R KAYE | ||||||||
| C/O THE AYCO COMPANY PO BOX 15201 | ALBANY | NY | 12212 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SHERYL KAYE | ||||||||
| C/O THE AYCO COMPANY PO BOX 15201 | ALBANY | NY | 12212 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECTCHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT,BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPTUNDER INTERNAL REVENUE CODE SECTION 501 (C)(3). | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,131,602 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $816,575 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,948,177 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,948,177 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $104,223 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,843,954 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $342,198 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $342,198 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35,977 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35,977 | TotalTaxAmt |
| Distributable Before Adj | $306,221 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $306,221 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $306,221 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,921,311 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,921,311 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $306,221 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,521,054 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $484,749 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,932,672 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,526,207 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,707,044 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,171,726 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,921,311 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $306,221 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,615,090 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $29,786,816 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $4,521,054 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $25,265,762 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $484,749 | ExcessFromYear4Amt |
| Excess From Year3 | $2,932,672 | ExcessFromYear3Amt |
| Excess From Year2 | $6,526,207 | ExcessFromYear2Amt |
| Excess From Year1 | $6,707,044 | ExcessFromYear1Amt |
| Excess From Current Year | $8,615,090 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES R KAYE | ContributingManagerNm |
| Contributing Manager | SHERYL KAYE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AJC | ||||||||
| 1200 PEACHTREE STREET NE | ATLANTA | GA | 30309 | NONE | PUBLIC CHARITY | GENERAL DONATION | $100,000 | |
| ALZHEIMER'S DRUG DISCOVERY FOUNDATION | ||||||||
| 57 WEST 57TH STREET SUITE 904 | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | GENERAL DONATION | $3,300 | |
| AMERICAN FRIENDS OF LEKET ISRAEL | ||||||||
| PO BOX 2090 | TEANECK | NJ | 076661490 | NONE | PUBLIC CHARITY | GENERAL DONATION | $12,480 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||
| 20 WEST 36TH STREET SUITE 1100 | NEW YORK | NY | 100189784 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,000 | |
| AMERICAN INDIA FOUNDATION | ||||||||
| 216 EAST 45TH STREET 7TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL DONATION | $10,000 | |
| BARNARD COLLEGE | ||||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | GENERAL DONATION | $10,000 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 2502 N ROCKY POINT DRIVE SUITE 100 | TAMPA | FL | 33607 | NONE | PUBLIC CHARITY | GENERAL DONATION | $15,526 | |
| BLYTHEDALE CHILDREN'S HOSPITAL | ||||||||
| 95 BRADHURST AVE | VALHALLA | NY | 10595 | NONE | PUBLIC CHARITY | GENERAL DONATION | $25,000 | |
| BRONFMAN YOUTH FELLOWSHIP | ||||||||
| 420 LEXINGTON AVE | NEW YORK | NY | 101700399 | NONE | PUBLIC CHARITY | GENERAL DONATION | $2,600 | |
| BROOKLYN MUSEUM | ||||||||
| 200 EASTERN PKWY | BROOKLYN | NY | 11238 | NONE | PUBLIC CHARITY | GENERAL DONATION | $50,000 | |
| CARING FOR CLASSROOMS | ||||||||
| 180 FREEDOM AVE | MURFREESBORO | TN | 37129 | NONE | PUBLIC CHARITY | GENERAL DONATION | $183 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 717 5TH AVE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL DONATION | $10,000 | |
| CHILDREN'S CAUSE FOR CANCER ADVOCACY | ||||||||
| 1325 G ST NW SUITE 540 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL DONATION | $15,000 | |
| CHILDREN'S HEART FOUNDATION | ||||||||
| 5 REVERE DR SUITE 200 | NORTHBROOK | IL | 60062 | NONE | PUBLIC CHARITY | GENERAL DONATION | $518 | |
| CHILDREN'S MUSEUM OF MANHATTAN | ||||||||
| 212 W 83RD ST | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | GENERAL DONATION | $525,000 | |
| CITY HARVEST | ||||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | NONE | PUBLIC CHARITY | GENERAL DONATION | $52,320 | |
| CITY MEALS | ||||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,140 | |
| CITY PARKS FOUNDATION | ||||||||
| 830 5TH AVE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL DONATION | $1,107 | |
| CONGREGATION EMANU-EL OF WESTCHESTER | ||||||||
| 2125 WESTCHESTER AVE | RYE | NY | 10580 | NONE | PUBLIC CHARITY | GENERAL DONATION | $34,400 | |
| COUNCIL ON FOREIGN RELATIONS | ||||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL DONATION | $250,000 | |
| CROHN'S & COLITIS FDN OF AMERICA | ||||||||
| 4780 ASHFORD DUNWOODY ROAD SUITE | ATLANTA | GA | 303385504 | NONE | PUBLIC CHARITY | GENERAL DONATION | $25,000 | 540 474 |
| FOUNTAIN HOUSE | ||||||||
| 425 W 47TH ST NEW YORK | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | GENERAL DONATION | $1,667 | |
| FRIENDS OF ASOR FUND USA | ||||||||
| 43 LUBLIN TR | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | GENERAL DONATION | $1,800 | |
| GLSEN | ||||||||
| 244 MADISON AVE 108 | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | GENERAL DONATION | $1,800 | |
| GRASSROOTS SOCCER | ||||||||
| PO BOX 632 | HANOVER | NH | 03755 | NONE | PUBLIC CHARITY | GENERAL DONATION | $2,000 | |
| GUARDIAN HEALS | ||||||||
| 14002 SHIBLEY ROAD | GREEN CASTLE | MO | 63544 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,000 | |
| HER JUSTICE | ||||||||
| 100 BROADWAY 10TH FLOOR | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | GENERAL DONATION | $15,000 | |
| HOSPITAL FOR SPECIAL SURGERY | ||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | GENERAL DONATION | $101,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | NONE | PUBLIC CHARITY | GENERAL DONATION | $48,334 | |
| IONA UNIVERSITY | ||||||||
| 715 NORTH AVENUE | NEW ROCHELLE | NY | 108011890 | NONE | PUBLIC CHARITY | GENERAL DONATION | $25,000 | |
| JEWISH BOARD | ||||||||
| 135 WEST 50TH ST | NEW YORK | NY | 10020 | NONE | PUBLIC CHARITY | GENERAL DONATION | $25,000 | |
| JEWISH MUSEUM | ||||||||
| 1109 5TH AVE AT 92ND ST | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | GENERAL DONATION | $25,000 | |
| JOHNS HOPKINS UNIVERSITY SAIS | ||||||||
| 555 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL DONATION | $50,000 | |
| LINCOLN CENTER FOR THE PERFORMING ARTS | ||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | GENERAL DONATION | $1,808,901 | |
| LUCKY DOG REFUGE | ||||||||
| 36 PULASKI STREET | STAMFORD | CT | 06902 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,000 | |
| MACCABI USA | ||||||||
| 1511 WALNUT STREET SUITE 401 | PHILADELPHIA | PA | 19102 | NONE | PUBLIC CHARITY | GENERAL DONATION | $1,854 | |
| MEIR PANIM | ||||||||
| 88 WALTON STREET SUITE B1 | BROOKLYN | NY | 112064479 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,000 | |
| MEMORIAL SLOAN-KETTERING | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL DONATION | $25,000 | |
| MIAMI CITY BALLET | ||||||||
| 2200 LIBERTY AVE | MIAMI BEACH | FL | 33139 | NONE | PUBLIC CHARITY | GENERAL DONATION | $15,000 | |
| MOUNT SINAI CHILDREN'S FOUNDATION | ||||||||
| 3201 KINGS HIGHWAY | BROOKLYN | NY | 11234 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,000 | |
| MOUNT SINAI MEDICAL CENTER FOUNDATION | ||||||||
| 4300 ALTON RD | MIAMI BEACH | FL | 331402948 | NONE | PUBLIC CHARITY | GENERAL DONATION | $25,000 | |
| MOUNTAIN FAMILY HEALTH CENTERS | ||||||||
| PO BOX 339 | GLENWOOD SPRINGS | CO | 81602 | NONE | PUBLIC CHARITY | GENERAL DONATION | $71,664 | |
| MOVING TRADITIONS | ||||||||
| 8380 OLD YORK ROAD SUITE 4300 | ELKINS PARK | PA | 19027 | NONE | PUBLIC CHARITY | GENERAL DONATION | $60,000 | |
| NETWORK 2020 | ||||||||
| PO BOX 21 | NEW YORK | NY | 10020 | NONE | PUBLIC CHARITY | GENERAL DONATION | $1,667 | |
| NEW YORK-PRESBYTERIAN FUND INC | ||||||||
| 525 E 68TH ST BOX 156 | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL DONATION | $2,533,334 | |
| NICOYA PENISULA FOUNDATION | ||||||||
| 1430 BROADWAY FL 8 | NEW YORK CITY | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL DONATION | $313 | |
| NORTHWESTERN UNIVERSITY - KELLOGG SCHOOL 35TH REUNION | ||||||||
| 2211 CAMPUS DRIVE | EVANSTON | IL | 60208 | NONE | PUBLIC CHARITY | GENERAL DONATION | $10,000 | |
| ONETABLE | ||||||||
| 228 PARK AVE S SUITE 77191 | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | GENERAL DONATION | $1,800 | |
| PENN HILLEL | ||||||||
| 215 SOUTH 39TH STREET | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | GENERAL DONATION | $100,000 | |
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAM ST 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | GENERAL DONATION | $15,000 | |
| PRINCETON UNIVERSITY | ||||||||
| PO BOX 430 | PRINCETON | NJ | 084520430 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,000 | |
| RYE COUNTRY DAY SCHOOL | ||||||||
| 3 CEDAR ST | RYE | NY | 10580 | NONE | PUBLIC CHARITY | GENERAL DONATION | $6,500 | |
| SPARROW'S NEST | ||||||||
| 10 TOWN CENTER BLVD | HOPEWELL JUNCTION | NY | 12533 | NONE | PUBLIC CHARITY | GENERAL DONATION | $1,020 | |
| ST MARK'S SCHOOL OF TEXAS | ||||||||
| 10600 PRESTON RD | DALLAS | TX | 75230 | NONE | PUBLIC CHARITY | GENERAL DONATION | $1,000 | |
| THANC FOUNDATION | ||||||||
| 10 UNION SQUARE E | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,000 | |
| THE MIAMI FOUNDATION | ||||||||
| 40 NW 3RD STREET SUITE 305 | MIAMI | FL | 33128 | NONE | PUBLIC CHARITY | GENERAL DONATION | $8,334 | |
| TINA'S WISH | ||||||||
| 31 W 52ND ST 4 | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,000 | |
| UJA-FEDERATION OF NEW YORK | ||||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | NONE | PUBLIC CHARITY | GENERAL DONATION | $2,750,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,920,562 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $306,159 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,346,979 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,653,138 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,653,138 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (59 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 1 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $10,213 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 2 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $3,261 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 3 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $21,824 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 4 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $248,412 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 5 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $157,130 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 6 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $21,311 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 7 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $12,246 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 8 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $82,936 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 9 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $3,424 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 10 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $3,831 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 11 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $1,862 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 12 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $124,346 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 13 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $3,344 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 14 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $3,546 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 15 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $3,455 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 16 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $5,810 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 17 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $21,529 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 18 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $7,363 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 19 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $9,935 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 20 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $21,042 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 21 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $10,007 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 22 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $7,685 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 23 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $5,907 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 24 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $4,226 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 25 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $77,482 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 26 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $9,885 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 27 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $21,506 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 28 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $28,947 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 29 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $5,811 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 30 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $9,591 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 31 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $3,625 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 32 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $73,742 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 33 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $12,014 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 34 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $4,411 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 35 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $8,465 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 36 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $20,091 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 37 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $197,104 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 38 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $15,268 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 39 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $9,322 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 40 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $40,121 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 41 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $7,347 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 42 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $367,669 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 43 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $28,936 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 44 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $4,181 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 45 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $18,935 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 46 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $3,309 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 47 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $4,267 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 48 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $9,634 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 49 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $3,760 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 50 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $90,364 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 51 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $2,649 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 52 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $4,753 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 53 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $3,604 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 54 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $61,260 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 55 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $25,488 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 56 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $6,909 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 57 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $7,285 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 58 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $4,900 | Yes (X) |
| SHERYL KAYE REVOCABLE TRUST | ||||||
| 59 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $195,906 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (59 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 3M CO - 60 SHARES | $10,213 | 2025-11-12 |
| 2 | ACUITY BRANDS INC COM-9 SHARES | $3,261 | 2025-11-12 |
| 3 | ADVANCED MICRO DEVICES-85 SHARES | $21,824 | 2025-11-12 |
| 4 | ALPHABET INC CL A-863 SAHRES | $248,412 | 2025-11-12 |
| 5 | AMAZON COM INC COM-636 SHARES | $157,130 | 2025-11-12 |
| 6 | AMERICAN EXPRESS CO COM-57 SHARES | $21,311 | 2025-11-12 |
| 7 | AMPHENOL CORP NEW CL A-86 SHARES | $12,246 | 2025-11-12 |
| 8 | APPLE INC-303 SHARES | $82,936 | 2025-11-12 |
| 9 | AXOVANT SCIENCES LTD COM-6 SHARES | $3,424 | 2025-11-12 |
| 10 | BANK OF NEW YORK MELLON CORP-34 SHARES | $3,831 | 2025-11-12 |
| 11 | BOSTON SCIENTIFIC CORP COM-18 SHARES | $1,862 | 2025-11-12 |
| 12 | BROADCOM INC.-350 SHARES | $124,346 | 2025-11-12 |
| 13 | C H ROBINSON WORLDWIDE COM-22 SHARES | $3,344 | 2025-11-12 |
| 14 | CAPITAL ONE FINL CORP COM-16 SHARES | $3,546 | 2025-11-12 |
| 15 | CATERPILLAR INC DEL-6 SHRES | $3,455 | 2025-11-12 |
| 16 | CENCORA ORD SHS-16 SHARES | $5,810 | 2025-11-12 |
| 17 | CITIGROUP INC-210 SHARES | $21,529 | 2025-11-12 |
| 18 | CONSTELLATION ENERGY COM-21 SHARES | $7,363 | 2025-11-12 |
| 19 | CORNING INC COM-111 SHARES | $9,935 | 2025-11-12 |
| 20 | COSTCO WHSL CORP NEW COM-23 SHRES | $21,042 | 2025-11-12 |
| 21 | CROWDSTRIKE HLDGS INC CL A-18 SHARES | $10,007 | 2025-11-12 |
| 22 | CUMMINS INC COM-16 SHARES | $7,685 | 2025-11-12 |
| 23 | EATON CORP PLC-16 SHARES | $5,907 | 2025-11-12 |
| 24 | EBAY INC COM-48 SHARES | $4,226 | 2025-11-12 |
| 25 | ELI LILLY & CO-77 SHARES | $77,482 | 2025-11-12 |
| 26 | GE VERNOVA INC COM-17 SHARES | $9,885 | 2025-11-12 |
| 27 | GENERAL ELECTRIC CO-70 SHARES | $21,506 | 2025-11-12 |
| 28 | GOLDMAN SACHS GROUP INC-35 SHARES | $28,947 | 2025-11-12 |
| 29 | HOWMET AEROSPACE INC COM-28 SHARES | $5,811 | 2025-11-12 |
| 30 | INTERNATIONAL BUSINESS MACHS-30 SHARES | $9,591 | 2025-11-12 |
| 31 | JABIL CIRCUIT INC COM-17 SHARES | $3,625 | 2025-11-12 |
| 32 | JP MORGAN CHASE & CO-231 SHARES | $73,742 | 2025-11-12 |
| 33 | KLA-TENCOR CORP COM-10 SHARES | $12,014 | 2025-11-12 |
| 34 | LYFT INC.-177 SHARES | $4,411 | 2025-11-12 |
| 35 | MCKESSON CORP COM-10 SHARES | $8,465 | 2025-11-12 |
| 36 | MICRON TECHNOLOGY INC-82 SHARES | $20,091 | 2025-11-12 |
| 37 | MICROSOFT CORP-390 SHARES | $197,104 | 2025-11-12 |
| 38 | MORGAN STANLEY-90 SHARES | $15,268 | 2025-11-12 |
| 39 | MP MATERIALS CORP COM CL A-155 SHARES | $9,322 | 2025-11-12 |
| 40 | NETFLIX COM INC COM-35 SHARES | $40,121 | 2025-11-12 |
| 41 | NEWMONT GOLDCORP CORP-80 SHARES | $7,347 | 2025-11-12 |
| 42 | NVIDIA CORP COM-1900 SHARES | $367,669 | 2025-11-12 |
| 43 | ORACLE CORP-125 SHARES | $28,936 | 2025-11-12 |
| 44 | RAMBUS INC DEL COM-40 SHARES | $4,181 | 2025-11-12 |
| 45 | RAYTHEON TECHNOLOGIES CORPORATION-106 SHARES | $18,935 | 2025-11-12 |
| 46 | ROKU INC COM CL A-31 SHARES | $3,309 | 2025-11-12 |
| 47 | ROYAL CARIBBEAN CRUISE COM-16 SHARES | $4,267 | 2025-11-12 |
| 48 | SCHWAB CHARLES CP NEW COM-99 SHARES | $9,634 | 2025-11-12 |
| 49 | SYNCHRONY FINL COM-50 SHARES | $3,760 | 2025-11-12 |
| 50 | TESLA MOTORS INC-208 SHARES | $90,364 | 2025-11-12 |
| 51 | UMB FINL CORP COM-24 SHARES | $2,649 | 2025-11-12 |
| 52 | UNITY SOFTWARE, INC.-116 SHARES | $4,753 | 2025-11-12 |
| 53 | VORNADO RLTY TR SH BEN INT-100 SHARES | $3,604 | 2025-11-12 |
| 54 | WALMART INC.-594 SHARES | $61,260 | 2025-11-12 |
| 55 | WELLS FARGO & CO NEW-292 SHARES | $25,488 | 2025-11-12 |
| 56 | WELLTOWER INC COM-36 SHARES | $6,909 | 2025-11-12 |
| 57 | WILLIAMS COS INC DEL COM-120 SHARES | $7,285 | 2025-11-12 |
| 58 | WR BERKLEY CORP-64 SHARES | $4,900 | 2025-11-12 |
| 59 | MONGODB INC CLASS - 600 SHARES | $195,906 | 2024-12-04 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB #7456 | StockNm |
| EOY Book Value | $3,095,612 | EOYBookValueAmt |
| EOYFMV | $3,779,132 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BBR FIXED INCOME FUND LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $574,889 | BookValueAmt |
| EOYFMV | $550,385 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APPRECIATION OF SECURITIES DONATED OVER COST BASIS | Desc |
| Amt | $1,375,009 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEES | $750 | $0 | $750 |
| PORTFOLIO DEDUCTIONS | $9,001 | $9,001 | $0 |
| OTHER DEDUCTIONS FROM K1 | $4,165 | $4,165 | $0 |
| ADMINISTRATION FEES FROM K-1 | $5,355 | $5,355 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $45,133 | Amt |
| Net Investment Income | $45,133 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERYL KAYE REVOCABLE TRUST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O THE AYCO COMPANY PO BOX 15201 | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12212 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $25,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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