STRATEGY STUDIO / PUBLIC DATA EXPLORER

ANDREW AND CAROL PARSONS FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ANDREW AND CAROL PARSONS FAMILY FOUNDATION (EIN 20-7159352)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-03-05
IRS object ID
202430659349100803
Schema version
2023v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-03-05T11:42:22-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133737887PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TREBATCH LICHTENSTEIN AVRUTINE AND COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1950 THIRD AVENUE 4TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN207159352EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ANDREW AND CAROL PARSONS FAMILYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANDRBusinessNameControlTxt
Phone9147200006PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17727 FISHER ISLAND DRIVEAddressLine1Txt
CityFISHER ISLANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREW PARSONSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9147200006PhoneNum
Signature2024-03-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANDREWPersonFirstNm
Person LastPARSONSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPERRY TREBATCHPreparerPersonNm
PTINP01072583PTIN
Phone2128265050PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$141,556FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,873NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$29,407GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$14,600CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$10,880TotalRevAndExpnssAmt
Total Net Invst Incm$14,607TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,700AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Printing And Pub Rev And Expnss$134PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$134PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$0PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$50OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,884TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,884TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,480ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,480ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,364TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,884TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,480TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,516ExcessRevenueOverExpensesAmt
Net Investment Income$12,723NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,658CashBOYAmt
Cash EOY$22,232CashEOYAmt
Cash EOYFMV$22,232CashEOYFMVAmt
Other Investments BOY$79,311OtherInvestmentsBOYAmt
Other Investments EOY$68,911OtherInvestmentsEOYAmt
Other Investments EOYFMV$119,324OtherInvestmentsEOYFMVAmt
Total Assets BOY$85,969TotalAssetsBOYAmt
Total Assets EOY$91,143TotalAssetsEOYAmt
Total Assets EOYFMV$141,556TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$85,969RetainedEarningBOYAmt
Retained Earning EOY$91,143RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$85,969TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$91,143TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$85,969TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$91,143TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$85,969TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,516ExcessRevenueOverExpensesAmt
Other Increases$3,727OtherIncreasesAmt
Subtotal$91,212SubtotalAmt
Other Decreases$69OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$91,143TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY GROWTH COD$25,000$14,807$10,193$10,193
CAPITAL GAINS DIVIDENDSP$4,407$4,407$4,407
FieldValueIRS element (for citing)
Capital Gain Net Income$14,600CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$177InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$177SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$177TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$177TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksANDREW PARSONSIndividualWithBooksNm
Phone9147200006PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17727 FISHER ISLAND DRIVEAddressLine1Txt
CityFISHER ISLANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33109ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANDREW PARSONS
7727 FISHER ISLAND DRIVEFISHER ISLANDFL33109GRANTORS, TRUSTEES0.00$0$0$0
CAROL PARSONS
7727 FISHER ISLAND DRIVEFISHER ISLANDFL33109GRANTORS, TRUSTEES0.00$0$0$0
ALEXANDRA PARSONS
12195 LAKE TRAIL LANEPARKLANDFL33076TRUSTEES0.00$0$0$0
KATHERINE PARSONS
1711 N BAYSHORE DR- A-2551MIAMIFL33132TRUSTEES0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,445AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$99,318FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$113,763TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$113,763AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,706CashDeemedCharitableAmt
Net Vl Noncharitable Assets$112,057NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,603MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,603MinimumInvestmentReturnAmt
Tax Based On Investment Income$177TaxBasedOnInvestmentIncomeAmt
Total Tax$177TotalTaxAmt
Distributable Before Adj$5,426DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,426DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,426DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,480ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$7,480QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,426DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$24,694ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$16,241ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,381ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,947ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,335ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$48,598TotalExcessDistributionCyovAmt
Qualifying Distributions$7,480QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,426AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,054RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$50,652TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$24,694ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$25,958ExcessDistriCyovToNextYrAmt
Excess From Year4$16,241ExcessFromYear4Amt
Excess From Year3$1,381ExcessFromYear3Amt
Excess From Year2$2,947ExcessFromYear2Amt
Excess From Year1$3,335ExcessFromYear1Amt
Excess From Current Year$2,054ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerANDREW PARSONSContributingManagerNm
Contributing ManagerCAROL PARSONSContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonANDREW AND CAROL PARSONSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line17727 FISHER ISLAND DRIVEAddressLine1Txt
CityFISHER ISLANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33304ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9147200006RecipientPhoneNum
Form And Info And MaterialsTHE APPLICATION SHOULD BE IN WRITING STATING THE PURPOSE OF THE ORGANIZATION, ADDRESS,TELEPHONE NUMBER AND PERSON TO CONTACT. ALSO PLEASE INCLUDE PRIOR PERIOD OPERATING STATEMENT.FormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
WESTERLY LIBRARY
44 BROAD STWESTERLYRI02891NONEPUBLIC CHARITYEDUCATION$150
LITERACY VOLUNTEERS OF LVWC
7 ELM STREET PO BOX 245WESTERLYRI02891NONEPUBLIC CHARITYARTS$100
METROPOLITAN MUSEUM OF MODERN ART
1000 5TH AVENEW YORKNY10028NONEPUBLIC CHARITYARTSARTS$245
THE INTERNATIONAL FELLOWSHIP OF CHRISTIANS AND JEWS
303 EAST WACKER DRIVECHICAGOIL60601NONEPUBLIC CHARITYHUMANITARIAN CARE AND LIFESAVING AID.$150
MUSEUM OF MODERN ART
11 W 53RD STNEW YORKNY10019NONEPUBLIC CHARITYARTS$136
FLORIDA GRAND OPERA
8390 NW 25TH STMIAMIFL33122NONEPUBLIC CHARITYARTS$1,300
HACKLEY SCHOOL
293 BENEDICT AVETARRYTOWNNY10591NONEPUBLIC CHARITYEDUCATION$250
TUNNEL TO TOWERS
2361 HYLAN BOULEVARD STATEN ISLANDSTATEN ISLANDNY10306NONEPUBLIC CHARITYTO HONOR OUR MILITARY AND FIRST RESPONDERS$500NY 10306
WATCH HILL CHAPEL SOCIETY
5 BLUFF AVEWESTERLYRI02891NONEPUBLIC CHARITYRELIGIOUS$1,020
WATCH HILL CONSERVANCY
ONE BAY STWATCH HILLRI02891NONEPUBLIC CHARITYENVIROMENTAL$1,300
AMERICANS FOR OXFORD
500 FIFTH AVENUENEW YORKNY10110NONEPUBLIC CHARITYEDUCATION$1,500
WESLEY COLLEGE
120 NORTH STATE STREET DOVERDOVERDE19901NONEPUBLIC CHARITYEDUCATION$300DELAWARE 19901
COLONIAL THEATRE SCHOOL
227 BRIDGE STPHOENIXVILLEPA19460NONEEDUCATIONEDUCATION$200
MYSTIC SEAPORT
75 GREENMANVILLE AVEMYSTICCT06355NONEARTSARTS$179
METROPOLITAN OPERA
30 LINCOLN CENTERNEW YORKNY10023NONEARTSARTS$150
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,480TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$7UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$10,873UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$10,880UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,880TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4INVESTMENT INCOME WILL BE CONTRIBUTED TO CHARITIES WHICH IS THE
8PURPOSE OF THE FOUNDATION.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$1,700Amt
Net Investment Income$1,700NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFIDELITY GROWTHCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$68,911BookValueAmt
EOYFMV$119,324EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescEXCISE TAXDesc
Amt$69Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescNYS FILING FEEDesc
Revenue And Expenses Per Books$50RevenueAndExpensesPerBooksAmt
Net Investment Income$50NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX DIFFERENCEDesc
Amt$3,727Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonANDREW AND CAROL PARSONSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17727 FISHER ISLAND DRIVEAddressLine1Txt
CityFISHER ISLANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33109ZIPCd