EDWARD H BENENSON FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD H BENENSON FOUNDATION INC (EIN 13-6162730)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-24
- IRS object ID
- 201141449349100109
- Schema version
- 2010v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-24T14:16:03-07:00 | 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 | FleischmanSchulof & SchreiberCPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2874 Nostrand Avenue | AddressLine1 |
| City | Brooklyn | City |
| State | NY | State |
| ZIP Code | 11229 | 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 | 136162730 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EDWARD H BENENSON FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EDWA | NameControl |
| Phone | 2127522670 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 WEST 55TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALBERT FLEISCHMAN | Name |
| Title | Vice President | Title |
| Date Signed | 2011-05-24 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALBERT FLEISCHMAN | Name |
| Phone | 2127522670 | 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 | 9537675 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 14301 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 14301 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 14301 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 85220 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 85220 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 85220 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 47802 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 895574 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 47802 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 10020 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 310930 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 310930 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 310930 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 458253 | TotalRevenueAndExpenses |
| Total Net Investment Income | 458253 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 420471 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 832 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 832 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 832 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 832 | AccountingFeesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 1250 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1250 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 1250 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 1250 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2082 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2082 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 2082 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2082 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 427200 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 427200 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 429282 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2082 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 2082 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 429282 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 28971 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 456171 | NetInvestmentIncome |
| Adjusted Net Income | 418389 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 234326 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 50756 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 50756 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 50000 | AccountsReceivable |
| Accounts Receivable EOY | 50000 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 50000 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 2765617 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3148165 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3661195 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 8627514 | OtherAssetsBOY |
| Other Assets EOY | 8402975 | OtherAssetsEOY |
| Other Assets EOYFMV | 5775724 | OtherAssetsEOYFMV |
| Total Assets BOY | 11627457 | TotalAssetsBOY |
| Total Assets EOY | 11651896 | TotalAssetsEOY |
| Total Assets EOYFMV | 9537675 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 250 | AccountsPayableBOY |
| Accounts Payable EOY | 545 | AccountsPayableEOY |
| Total Liabilities BOY | 250 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 545 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 11627207 | RetainedEarningsBOY |
| Retained Earnings EOY | 11651351 | RetainedEarningsEOY |
| Total Net Assets BOY | 11627207 | TotalNetAssetsBOY |
| Total Net Assets EOY | 11651351 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 11627457 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 11651896 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 11627207 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 28971 | ExcessOfRevenueOverExpenses |
| Subtotal | 11656178 | Subtotal |
| Other Decreases | 4827 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 11651351 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (34 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 |
|---|---|---|---|---|---|---|---|
| SHOREBANK CDICAGE US CD MATURED | P | 2009-02-09 | 2009-08-25 | 100000 | 100000 | ||
| SIMON PROPERTIES | P | 2007-09-15 | 2010-12-31 | 6 | 6 | 6 | |
| 460 ISHARES MEDICAL DEVICES INDEX FUND | P | 2010-01-26 | 2010-12-01 | 25457 | 24977 | 480 | 480 |
| 570 SOC QUIMICA MINER B ADRFDE CHILE S A | P | 2009-02-25 | 2010-12-03 | 30102 | 16874 | 13228 | 13228 |
| 270 SOC QUIMICA MINER B ADRFDE CHILE S A | P | 2008-06-18 | 2010-12-03 | 14259 | 14032 | 227 | 227 |
| 160 SOC QUIMICA MINER B ADRFDE CHILE S A | P | 2008-06-17 | 2010-12-03 | 8450 | 7992 | 458 | 458 |
| 1830 MARVELL TECH GROUP LTD F | P | 2009-11-17 | 2010-12-20 | 34450 | 29727 | 4723 | 4723 |
| 325 NOVARTIS A G SPON ADR FSPONSORED ADR | P | 2010-04-13 | 2010-11-29 | 17756 | 17437 | 319 | 319 |
| 350 ISHARES S&P GLOBAL UTILSSECTOR INDEX FUND | P | 2010-08-23 | 2010-11-22 | 15924 | 15241 | 683 | 683 |
| 570 ISHARES U S INSURANCE FDINDEX FUND | P | 2010-04-13 | 2010-11-04 | 17434 | 17535 | -101 | -101 |
| 224 NATIONAL OILWELL VARCO WITH STOCK SPLIT SHARES | P | 2007-09-11 | 2010-10-25 | 11124 | 14642 | -3518 | -3518 |
| 400 NATIONAL OILWELL VARCO WITH STOCK SPLIT SHARES | P | 2007-09-07 | 2010-10-25 | 19864 | 25880 | -6016 | -6016 |
| 360 NATIONAL OILWELL VARCO | P | 2007-08-21 | 2010-10-25 | 17878 | 19877 | -1999 | -1999 |
| 1120 CONAGRA FOODS INC | P | 2009-12-22 | 2010-10-13 | 25068 | 24972 | 96 | 96 |
| 163 ALCON INC F | P | 2009-12-22 | 2010-09-14 | 26945 | 26124 | 821 | 821 |
| 480 FRONTIER COMMUNICATIONS | P | 2009-10-19 | 2010-09-03 | 3798 | 3655 | 143 | 143 |
| 485 ISHARES AERO & DEF INDX INDEX FUND | P | 2009-12-22 | 2010-08-23 | 24858 | 25094 | -236 | -236 |
| 2500 SEAGATE TECHNOLOGY PLC F | P | 2010-02-17 | 2010-08-17 | 28567 | 49172 | -20605 | -20605 |
| 1240 ISHARES TR DJ US TELECOMDOW JONES U S TELECOMMUN | P | 2009-12-24 | 2010-07-27 | 25412 | 25081 | 331 | 331 |
| FRONTIER COMMUNICATIONS type: CASH IN LIEU | P | 2009-10-19 | 2010-07-01 | 1 | 1 | ||
| 1650 CIA SIDERURGICA SPN ADRFSPONSORED ADR | P | 2009-11-17 | 2010-06-15 | 25517 | 29403 | -3886 | -3886 |
| 675 ABBOTT LABORATORIES | P | 2009-04-14 | 2010-04-21 | 34754 | 29850 | 4904 | 4904 |
| 335 FREEPORT MCMORAN COPPER | P | 2010-01-26 | 2010-03-22 | 26644 | 24697 | 1947 | 1947 |
| 200 AUTOZONE INC | P | 2009-05-11 | 2010-03-16 | 33752 | 31066 | 2686 | 2686 |
| 300 GOLDCORP INC NEW F | P | 2009-09-16 | 2010-03-16 | 49905 | 53657 | -3752 | -3752 |
| 270 CNOOC LIMITED ADR FSPONSORED ADR | P | 2009-06-16 | 2010-03-16 | 44329 | 34919 | 9410 | 9410 |
| 1275 SOUTHWESTERN ENERGY CO | P | 2009-01-14 | 2010-03-16 | 54628 | 35058 | 19570 | 19570 |
| 400 BEST BUY INC | P | 2009-04-14 | 2010-03-12 | 15992 | 15508 | 484 | 484 |
| 560 SEAGATE TECHNOLOGY F | P | 2010-02-17 | 2010-02-17 | 11091 | 11017 | 74 | 74 |
| 225 QUEST DIAGNOSTIC INC | P | 2009-05-22 | 2010-02-09 | 12495 | 11323 | 1172 | 1172 |
| 600 GENERAL MILLS INC | P | 2009-01-15 | 2010-02-05 | 41223 | 35024 | 6199 | 6199 |
| 820 ROCHE HLDG LTD SPON ADRF1 ADR REPS 1/4 | P | 2009-04-03 | 2010-02-05 | 32710 | 27641 | 5069 | 5069 |
| 850 MEAD JOHNSON NUTRITION | P | 2009-02-25 | 2010-01-26 | 37137 | 27094 | 10043 | 10043 |
| 1153 BRISTOL-MYERS SQUIBB CO | P | 2009-02-25 | 2010-01-26 | 28044 | 23202 | 4842 | 4842 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 47802 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 10020 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 242672 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 8496330 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.02856 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 238291 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 9730491 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.02449 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 250 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1724833 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.00015 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 166159 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4349939 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.03820 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 206338 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4018507 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.05135 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.14274 | TotalDistributionRatio |
| Average Distribution Ratio | 0.02855 | AverageDistributionRatio |
| Net Noncharitable Assets | 8907075 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 254279 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4562 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 258841 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 429282 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 4562 | InvestmentIncomeExciseTax |
| Subtotal | 4562 | Subtotal |
| Tax Based On Investment Income | 4562 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4704 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 7296 | TaxPaidWithExtension |
| Total Credits And Payments | 12000 | TotalCreditsAndPayments |
| Overpayment | 7438 | Overpayment |
| Amount Credited To Next Year | 7438 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2127522670 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BENENSON 20 WEST 55TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| GLADYS S BENENSON | ||||||
| 510 PARK AVENUE | NEW YORK | NY | 10022 | President | 1.50 | 0 |
| ALBERT FLEISCHMAN | ||||||
| 2874 NOSTRAND AVENUE | BROOKLYN | NY | 11229 | TREASURER | 2.00 | 0 |
| LISA QUATTROCCHI | ||||||
| 941 PARK AVENUE | NEW YORK | NY | 10028 | SECRETARY | 2.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3132032 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 134960 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 5775724 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9042716 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 9042716 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 135641 | CashDeemedCharitable |
| Net Noncharitable Assets | 8907075 | NetNoncharitableAssets |
| Minimum Investment Return | 445354 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 445354 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4562 | TaxBasedOnInvestmentIncome |
| Total Tax | 4562 | TotalTax |
| Distributable Amount Before Adj | 440792 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 440792 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 440792 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 429282 | ExpensesAndContributions |
| Qualifying Distributions | 429282 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 4562 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 424720 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 440792 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 413485 | UndistributedIncomePriorYear |
| Qualifying Distributions | 429282 | QualifyingDistributions |
| Applied To Year1 | 413485 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 15797 | AppliedToCurrentYear |
| Undistributed Income CY | 424995 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person Name | PER SCHEDULE ATTACHED | RecipientPersonName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS ADDRESSES ALL IN THE USA | AddressLine1 |
| City | VARIOUS | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE IN ALL CASES | RecipientRelationship |
| Purpose Of Grant Or Contribution | ALL DONATIONS ARE MADE TO PUBLIC CHARITIES OPERATING IN VARIOUS FIELDS | PurposeOfGrantOrContribution |
| Amount | $427,200 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 427200 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 14301 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 85220 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 47802 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCOME FROM L.L.C.'S | Description |
| Exclusion Code | 41 | ExclusionCode |
| Exclusion | $310,930 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $310,930 | ExclusionAmount |
| Related Or Exempt Function Income | 147323 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 458253 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $832 | Amount |
| Net Investment Income | 832 | NetInvestmentIncome |
| Adjusted Net Income | 832 | AdjustedNetIncome |
| Disbursements Charitable Prps | 832 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (4 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| EXCHANGES | 150 | 150 | |
| EHB REAL ESTATE ASSOCIATES LLC | 8203743 | 7977549 | 3714595 |
| 3310 HULL AVENUE ASSOCIATES LLC | 241141 | 191432 | 1052881 |
| 1447 MACOMBS ROAD SSOCIATES LLC | 177770 | 233844 | 1008248 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| NON DEDUCTABLE EXPENSES | $9 |
| FEDERAL INCOME TAX PROVISION | $4,818 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FOREIGN TAX WITHHELD | 1195 | 1195 | 1195 | 1195 |
| ADR FEES | 55 | 55 | 55 | 55 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCOME FROM L.L.C.'S | Description |
| Revenue And Expenses Per Books | 310930 | RevenueAndExpensesPerBooks |
Comments