BETTINA BARUCH FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BETTINA BARUCH FOUNDATION INC (EIN 13-4066646)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-13
- IRS object ID
- 202631949349100063
- Schema version
- 2025v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-13T13:32:26-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 332259806 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAMPFER & LISS CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 WALT WHITMAN RD SUITE 310 | AddressLine1Txt |
| City | HUNTINGTON STATION | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11746 | 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 | 134066646 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETTINA BARUCH FOUNDATION INC CO | BusinessNameLine1Txt |
| Business Name Line2 | ROBERT EDMONDS ESQ | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BETT | BusinessNameControlTxt |
| Phone | 2128191845 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 MADISON AVENUE 18TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT EDMONDS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128190089 | PhoneNum |
| Signature | 2026-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD B LISS | PreparerPersonNm |
| PTIN | P00355443 | PTIN |
| Phone | 6314996666 | PhoneNum |
| Preparation | 2026-07-03 | PreparationDt |
| 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 | $4,261,126 | 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 |
| Interest On Sav Rev And Expnss | $106 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $106 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $106 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $96,678 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,678 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $96,678 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $370,122 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,176,666 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $40 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $40 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $40 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $466,946 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $96,834 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $96,824 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,174 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $45,805 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,805 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,209 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $69,688 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,805 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $182,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $182,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $251,688 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,805 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $188,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $215,258 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,029 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $96,824 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,696 | CashBOYAmt |
| Cash EOY | $80,969 | CashEOYAmt |
| Cash EOYFMV | $87,422 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,065,032 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,231,017 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,173,704 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,096,728 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,311,986 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,261,126 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,096,728 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,311,986 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,096,728 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,311,986 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,096,728 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,311,986 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,096,728 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $215,258 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,311,986 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,311,986 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $709 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $709 | SubtotalAmt |
| Tax Based On Investment Income | $709 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $919 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $919 | TotalPaymentsAndCreditsAmt |
| Overpayment | $210 | OverpaymentAmt |
| Applied To ES Tax | $210 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT EDMONDS ESQ | IndividualWithBooksNm |
| Phone | 2128190089 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 MADISON AVE 18TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT EDMONDS | ||||||||
| 260 MADISON AVE 18TH FLR | NEW YORK | NY | 10016 | TRUSTEE | 000.00 | $3,000 | $0 | $0 |
| PATRICIA J LEWIS | ||||||||
| 260 MADISON AVE 18TH FL | NEW YORK | NY | 10016 | PRESIDENT | 000.00 | $3,000 | $0 | $0 |
| ROBERT LEWIS | ||||||||
| 260 MADISON AVE 18TH FL | NEW YORK | NY | 10016 | TREASURER | 000.00 | $3,000 | $0 | $0 |
| EUGENIA EDMONDS | ||||||||
| 260 MADISON AVE 18TH FL | NEW YORK | NY | 10016 | TRUSTEE | 000.00 | $3,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,028,167 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,067 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,099,234 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,099,234 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,489 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,037,745 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $201,887 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $201,887 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $709 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $709 | TotalTaxAmt |
| Distributable Before Adj | $201,178 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $201,178 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $201,178 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $188,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $188,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $201,178 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $180,055 | UndistributedIncomePYAmt |
| Qualifying Distributions | $188,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $180,055 | AppliedToYear1Amt |
| Applied To Current Year | $7,945 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $193,233 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANIMAL WELFARE SOCIETY | |||||||
| OLD HOLLAND RD PO BOX 43 | WEST KENNEBUNK | ME | 04094 | N/A | PC | CHARITABLE | $2,500 |
| ANIMAL PROTECTION OF NEW MEXICO | |||||||
| PO BOX 11651 | ALBUQUERQUE | NM | 87192 | N/A | PC | CHARITABLE | $1,500 |
| ASSISTANCE DOGS OF THE WEST | |||||||
| P OBOX 31027 | SANTE FE | NM | 87594 | N/A | PC | CHARITABLE | $30,000 |
| BARD CONSERVORTORY OF MUSIC | |||||||
| PO BOX 5000 | ANNANDALEON HUDSON | NY | 12504 | N/A | PC | CHARITABLE | $23,500 |
| THE GENTLE BARN FOUNDATION | |||||||
| 15825 SIERRA HIGHWAY | SANTA CLARITA | CA | 91390 | N/A | PC | CHARITABLE | $5,000 |
| THE MUSICIANS FOUNDATION | |||||||
| 875 SIXTH AVE | SANTA CLARA | CA | 91390 | N/A | PC | CHARITABLE | $13,000 |
| SAN JOSE CHAMBER ORCHESTRA | |||||||
| 31 NORTH 2ND ST SUITE 260 | SAN JOSE | CA | 95113 | N/A | PC | CHARITABLE | $1,000 |
| GOLDEN RETRIEVER RESCUE RESOURCE | |||||||
| PO BOX 57 | WATERVILLE | OH | 43566 | N/A | PC | CHARITABLE | $1,000 |
| MANHATTAN SCHOOL OF MUSIC | |||||||
| 130 CLAREMONT AVE | NEW YORK | NY | 10027 | N/A | PC | CHARITABLE | $7,500 |
| CINCINNATI CONSERVATORY OF MUSIC | |||||||
| PO BOX 210003 | CINCINNATI | OH | 45221 | N/A | PC | CHARITABLE | $7,500 |
| COLLABORATIVE ARTS INSTITUTE | |||||||
| 1126 W FULLERTON AVE 1 | CHICAGO | IL | 60614 | N/A | PC | CHARITABLE | $2,500 |
| CAN DO CANINES ASSISTANCE | |||||||
| 9440 SCIENCE CENTER DRIVE | NEW HOPE | MN | 55428 | N/A | PC | CHARITABLE | $3,000 |
| EDUCATION THROUGH MUSIC | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | N/A | PC | CHARITABLE | $5,000 |
| KSDS ASSISTANCE DOGS | |||||||
| 120 W 7TH STREET | WASHINGTON | KS | 66968 | N/A | PC | CHARITABLE | $3,500 |
| PETS FOR THE ELDERLY FOUNDATION | |||||||
| 530 EAST HUNT HIGHWAY | SAN TAN VALLEY | AZ | 85143 | N/A | PC | CHARITABLE | $5,000 |
| PLAY ON PHILLY | |||||||
| PO BOX 8662 | PHILADELPHIA | PA | 19102 | N/A | PC | CHARITABLE | $10,000 |
| YARNWIRE | |||||||
| 1717 TROUTMAN ST STE 214 | RIDGEWOOD | NY | 10027 | N/A | PC | CHARITABLE | $6,000 |
| BARD COLLEGE | |||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | N/A | PC | CHARITABLE | $30,000 |
| FRACTURED ATLAS | |||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | N/A | PC | CHARITABLE | $3,000 |
| FRIENDS OF CANADA'S NATIONAL BALLET | |||||||
| 200 DELAWARE AVE STE 900 | BUFFALO | NY | 14202 | N/A | PC | CHARITABLE | $10,000 |
| AUDUBON SOCIETY OF RHODE ISLAND | |||||||
| 12 SANDERSON RD | SMITHFIELD | RI | 02917 | N/A | PC | CHARITABLE | $1,500 |
| ART SONG CHICAGO | |||||||
| 1126 W FULLERTON AVE 1 | CHICAGO | IL | 60614 | N/A | PC | CHARITABLE | $2,500 |
| UNIVERSITY OF COLORADO AT BOULDER | |||||||
| 972 BROADWAY | BOULDER | CO | 80302 | N/A | PC | CHARITABLE | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $182,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96,678 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10 | ExclusionAmt |
| Related Or Exempt Function Incm | $370,112 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MISC 1099 | 14 | $40 |
| MISC 1099 | 14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $96,834 | ExclusionAmt |
| Related Or Exempt Function Incm | $370,112 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $466,946 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RONALD B LISS CPA PC | CategoryTxt |
| Amt | $3,500 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| MORGAN STANLEY 908 | PURCHASE | $393,964 | $401,923 | -$7,959 |
| MORGAN STANLEY 908 | PURCHASE | $264,670 | $148,369 | $116,301 |
| MORGAN STANLEY 147 | PURCHASE | $91,733 | $91,978 | -$245 |
| MORGAN STANLEY 147 | PURCHASE | $303,579 | $128,541 | $175,038 |
| MORGAN STANLEY 147 | PURCHASE | $122,710 | $35,733 | $86,977 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,231,017 | EOYBookValueAmt |
| EOYFMV | $4,173,704 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEE | CategoryTxt |
| Legal Fees | $5,174 | LegalFeesAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC 1099 | Desc |
| Revenue And Expenses Per Books | $40 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $40 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MORGAN STANLEY | $28,326 | $28,326 |
| MORGAN STANLEY | $17,479 | $17,479 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| NYS FILING FEES | $250 |
| FOREIGN TAXES | $459 |
| EXCISE TAX | $2,500 |