MARTHA LOVENHEIM SIEGEL CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MARTHA LOVENHEIM SIEGEL CHARITABLE TRUST (EIN 16-6383848)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202601319349103530
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T13:55:14-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161182991 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIE KAPLAN CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MERIDIAN CENTRE BLVD SUITE 200 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 166383848 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTHA LOVENHEIM SIEGEL CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 2129870566 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 EAST 72ND STREET 6A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA LOVENHEIM SIEGEL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2129870566 | PhoneNum |
| Signature | 2026-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEANETTE T TOWNSEND CPA | PreparerPersonNm |
| PTIN | P01250411 | PTIN |
| Phone | 5854544161 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $2,231,980 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $44,073 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,073 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,705 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $530,485 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,705 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $100,778 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $100,778 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,439 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,754 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $41 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,829 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,579 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,172 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,620 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $88,729 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $88,729 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $120,901 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,620 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $88,729 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,123 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,158 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $51,582 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $60,969 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,969 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $49,967 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $446,553 | CorporateStockBOYAmt |
| Corporate Stock EOY | $975,963 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,122,309 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $487,020 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $41,710 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,910 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $48,702 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | -$171 | OtherAssetsBOYAmt |
| Other Assets EOY | -$304 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,076,661 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,056,538 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,231,980 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,076,661 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,056,538 | 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 | $1,076,661 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,056,538 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,076,661 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,056,538 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,076,661 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,123 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,056,538 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,056,538 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | $611 | $611 | $611 | |
| SHORT TERM COVERED | P | $100,000 | $220 | $220 | $99,780 |
| LONG TERM COVERED | P | $429,874 | $55,874 | $55,874 | $374,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,705 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,072 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,072 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,072 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,560 | 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 | $1,560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $488 | OverpaymentAmt |
| Applied To ES Tax | $488 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARTHA LOVENHEIM SIEGEL | IndividualWithBooksNm |
| Phone | 2129870566 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 E 72ND STREET 6A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA LOVENHEIM SIEGEL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 EAST 72ND STREET APT 6A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $2,439 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
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 | $2,070,297 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,978 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,109,275 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,109,275 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,639 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,077,636 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,882 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,882 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,072 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,072 | TotalTaxAmt |
| Distributable Before Adj | $102,810 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $102,810 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $102,810 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $88,729 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $88,729 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $102,810 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $83,558 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $88,729 | QualifyingDistributionsAmt |
| Applied To Year1 | $83,558 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,171 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $97,639 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU | |||||||
| 125 BROAD ST | NEW YORK | NY | 10004 | NONE | PC | TO DEFEND AND PRESERVE INDIVIDUAL RIGHTS AND LIBERTIES GUARANTEED BY THE CONSTITUTION | $10,000 |
| ALS ASSOCIATION | |||||||
| 1275 K STREET NW SUITE 250 | WASHINGTON | DC | 20005 | NONE | PC | MEDICAL RESEARCH | $500 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | NONE | PC | MEDICAL RESEARCH | $2,000 |
| AMERICAN BALLET THEATRE | |||||||
| 890 BROADWAY | NEW YORK | NY | 10003 | NONE | PC | EDUCATION AND TRAINING PROGRAMS | $8,000 |
| AMERICAN INDIAN COLLEGE FUND | |||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | NONE | PC | SCHOLARSHIP FUND | $3,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PC | TO STOP THE DEFAMATION OF THE JEWISH AND TO SECURE JUSTICE AND FAIR TREATMENT TO | $3,000 |
| ASPCA | |||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | NONE | PC | TO PREVENT CRUELTY TO ANIMALS | $1,000 |
| CARNEGIE HALL FRIENDS | |||||||
| 881 7TH AVE | NEW YORK | NY | 10019 | NONE | PC | SUPPORT ARTS | $300 |
| CENTER FOR JEWISH HISTORY | |||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | NONE | PC | ILLUMINATES HISTORY, CULTURE, AND HERITAGE | $1,000 |
| CENTER FOR TRADITIONAL MUSIC & DANCE | |||||||
| 32 BROADWAY SUITE 1314 | NEW YORK | NY | 10004 | NONE | PC | TO PRESERVE AND PRESENT THE PERFORMING ARTS TRADITION | $3,500 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | NONE | PC | TO RESTORE, MANAGE AND ENHANCE CENTRAL PARK | $1,000 |
| CHILDREN'S CANCER THERAPY DEVOLPMENT INSTITUTE | |||||||
| 9025 NE VON NEUMANN DR SUITE 110 | HILLSBORO | OR | 97006 | NONE | PC | RESEARCH TREATMENT OPTIONS FOR CHILDREN WITH CANCER | $3,000 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | NONE | PC | SUPPORT FOOD BANKS AND PEOPLE IN NEED | $3,000 |
| FLAMENCO VIVO CARLOTA SANTANA | |||||||
| 4 W 43RD ST | NEW YORK | NY | 10036 | NONE | PC | SUPPORT OF THE ARTS | $6,000 |
| FRESHAIRORG | |||||||
| 633 3RD AVENUE 14TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | TO SUPPORT FRESH AIR | $8,000 |
| FRICK MUSEUM | |||||||
| 1 E 70TH ST | NEW YORK | NY | 10021 | NONE | PC | SUPPORT EUROPEAN PAINTINGS, SULTURE AND DECORATIVE ARTS. | $300 |
| GUATEMALA HEALING HANDS FOUNDATION | |||||||
| PO BOX 190360 | BROOKLYN | NY | 11219 | NONE | PC | SUPPORT OF HEALTH CARE PROGRAMS IN GUATEMALA | $1,000 |
| HISPANOLA HEALTH PARTNERS | |||||||
| 374 TACONIC RD | SALISBURY | CT | 06068 | NONE | PC | PROVIDE MEDICAL CARE | $2,000 |
| JEWISH SENIOR LIFE FOUNDATION | |||||||
| 2021 S WINTON RD | ROCHESTER | NY | 14618 | NONE | PC | SUPPORT COMMUNITY PROGRAMS | $1,500 |
| MSK GIVING (MEMORIAL SLOAN KETTERING CANCER CENTER) | |||||||
| 633 3RD AVE 5TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | TO SUPPORT CENTER RESEARCH | $1,000 |
| NY PHILHARMONIC ORCHESTRA | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | SUPPORT OF THE ARTS | $500 |
| PARK AVENUE ARMORY NY NY | |||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | NONE | PC | TO SUPPORT THE ARMORY | $72 |
| PETCO LOVE | |||||||
| 654 RICHLAND HILLS DR | SAN ANTONIO | TX | 78245 | NONE | PC | TO SUPPORT PETS IN NEED | $500 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | PC | EDUCATIONAL AND HEALTH CARE PROGRAMS | $5,000 |
| SHARING EXCESS | |||||||
| 6700 ESSINGTON AVE SUITE E207 | PHILADELPHIA | PA | 19153 | NONE | PC | TO SUPPORT SHARING EXCESS | $535 |
| SKINCANCERORG | |||||||
| 205 LEXINGTON AVENUE 11TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | TO SUPPORT THE FIGHT ON SKIN CANCER | $500 |
| SOLOMON R GUGGENHEIM MUSEUM | |||||||
| 1071 5TH AVE | NEW YORK | NY | 10128 | NONE | PC | SUPPORT THE ARTS | $150 |
| SP GEORGIA HISTORICA | |||||||
| 104 W GASTON ST | SAVANNAH | GA | 31401 | NONE | PC | TO SUPPORT THE GA HISTORICAL SOCIETY | $500 |
| SUPPLIES FOR SUCCESS | |||||||
| PO BOX 229 | SAGAPONACK | NY | 11962 | NONE | PC | TO PROVIDE CHILDREN WITH SUPPLIES | $500 |
| TEXAS CIVIL RIGHTS PROJECT | |||||||
| 1405 MONTOPOLIS DRIVE | AUSTIN | TX | 78741 | NONE | PC | SUPPORT CIVIL RIGHTS | $2,000 |
| THE LEAGUE OF WOMEN VOTERS OF THE UNITED STATES | |||||||
| 233 20TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | NONE | PC | TO SUPPORT THE LWVUS | $2,000 |
| THE LUSTGARTEN FOUNDATION | |||||||
| 504 RXR PLAZA | UNIONDALE | NY | 11556 | NONE | PC | TO SUPPORT THE FIGHT ON PANCREATIC CANCER | $1,000 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | SUPPORT OF THE ARTS | $380 |
| THE METROPOLITAN OPERA | |||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PC | SUPPORT OF THE ARTS | $5,500 |
| THE MORGAN LIBRARY | |||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | PC | TO SUPPORT THE LIBRARY | $150 |
| THEATRE DEVELOPMENT FUND | |||||||
| 520 EIGHTH AVENUE SUITE 801 | NEW YORK | NY | 10018 | NONE | PC | TO SUPPORT THE THEATRE | $42 |
| UJA FEDERATION OF NEW YORK | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | PC | SUPPORT COMMUNITY CAUSES | $6,000 |
| WIKIMEDIA FOUNDATION | |||||||
| 1 SANSOME STREET SUITE 1895 | SAN FRANCISCO | CA | 94104 | NONE | PC | TO SUPPORT THE FOUNDATION | $100 |
| WQRX NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK STREET 8TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | SUPPORT PUBLIC RADIO | $4,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $88,729 | 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 | $44,073 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $56,705 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $100,778 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $100,778 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DAVIE KAPLAN, CPA, P.C. | CategoryTxt |
| Amt | $4,150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $405,431 | $1,521,865 |
| FIXED INCOME | $548,781 | $552,858 |
| MUTUAL FUNDS | $21,751 | $47,586 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $19,910 | BookValueAmt |
| EOYFMV | $48,702 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUALS | Desc |
| BOY Book Value | -$171 | BOYBookValueAmt |
| EOY Book Value | -$304 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $23,483 | $23,483 | $0 |
| NYS FILING FEE | $250 | $0 | $0 |
| INVESTMENT EXPENSE | $96 | $96 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES AND FEES PAID | $41 | $41 | $0 |
| FEDERAL ESTIMATE PAID | $1,560 | $0 | $0 |
| FEDERAL TAXES | $153 | $0 | $0 |
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