ASSOULINE LICHTEN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ASSOULINE LICHTEN FOUNDATION (EIN 36-4848995)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-14
- IRS object ID
- 202232579349100128
- Schema version
- 2021v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-14T13:00:48-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263838358 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRINKER SIMPSON & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 W SPROUL RD STE 101 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190641211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364848995 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASSOULINE-LICHTEN FOUNDATION IN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASSO | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WEST 67TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL ASSOULINE | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Signature | 2022-09-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOEL | PersonFirstNm |
| Person Last | ASSOULINE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT J POMANTE CPA | PreparerPersonNm |
| PTIN | P01231652 | PTIN |
| Phone | 6105445900 | PhoneNum |
| Preparation | 2022-09-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,356,458 | 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 | $5,550 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,550 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $48,653 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,653 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,000 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $2,328 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $56,559 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,203 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $25,137 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,137 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $739 | TaxesRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $1,000 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,000 | PrintingAndPubNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $308 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $308 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $27,184 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,445 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,359 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,359 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,543 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,445 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,359 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,016 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,758 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,902 | CashBOYAmt |
| Cash EOY | $42,588 | CashEOYAmt |
| Cash EOYFMV | $42,588 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,913 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,918 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,918 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,332,627 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,306,952 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,306,952 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,349,442 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,356,458 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,356,458 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,349,442 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,356,458 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,349,442 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,356,458 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,349,442 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,356,458 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,349,442 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,016 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,356,458 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,356,458 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $386 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $386 | SubtotalAmt |
| Tax Based On Investment Income | $386 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $386 | TaxDueAmt |
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 |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOEL ASSOULINE | BusinessNameLine1Txt |
| Business Name Line2 | J ASSOULINE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9176873303 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 SERPENTINE DRIVE PO BOX 1064 | AddressLine1Txt |
| Address Line2 | 6 SERPENTINE DRIVE PO BOX 1064 | AddressLine2Txt |
| City | SHELTER ISLAND HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11965 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOEL ASSOULINE | ||||||||
| 6 SERPENTINE DRIVE PO BOX 1064 | SHELTER ISLAND HEIGHTS | NY | 11965 | CO-PRESIDENT | 000.00 | $0 | $0 | $0 |
| VEBEKE LICHTEN | ||||||||
| 6 SERPENTINE DRIVE PO BOX 1064 | SHELTER ISLAND HEIGHTS | NY | 11965 | CO-PRESIDENT | 000.00 | $0 | $0 | $0 |
| AGATHE ASSOULINE-LICHTEN | ||||||||
| 6 SERPENTINE DRIVE PO BOX 1064 | SHELTER ISLAND HEIGHTS | NY | 11965 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| ARIELLE ASSOULINE-LICHTEN | ||||||||
| 6 SERPENTINE DRIVE PO BOX 1064 | SHELTER ISLAND HEIGHTS | NY | 11965 | DIRECTOR | 000.00 | $0 | $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 | $1,973,252 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,360 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,006,612 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,006,612 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,099 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,976,513 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $98,826 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $98,826 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $386 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $386 | TotalTaxAmt |
| Distributable Before Adj | $98,440 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $98,440 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $98,440 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,359 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $22,359 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $98,440 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $1,506 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,707 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,747 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,960 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,359 | QualifyingDistributionsAmt |
| Applied To Current Year | $22,359 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $29,960 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $29,960 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $46,121 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICA-ISRAEL FRIENDSHIP | ||||||||
| 251 W 30TH ST 6TH FL | NEW YORK | NY | 10001 | 501(C)3 | PROGRAM ACCOMPLISHMENTS | $500 | ||
| AMERICAN FRIEND OF TEL AVIV UNIVERS | ||||||||
| 8 W 40TH ST 8TH FL | NEW YORK | NY | 10018 | 501(C)3 | PROGRAM ACCOMPLISHMENTS | $5,000 | ||
| AMERICAN FRIENDS OF PHILHARMONIC CH | ||||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | 501(C)3 | PROGRAM ACCOMPLISHMENTS | $250 | SUITE 4507 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 14 EAST 60TH ST | NEW YORK | NY | 10022 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $100 | ||
| EESM FOUNDATION | ||||||||
| 2647 GATEWAY ROAD | CARLSBAD | CA | 92009 | 501(C)3 | PROGRAM ACCOMPLISHMENTS | $100 | SUITE 105 | |
| FRIENDS OF OFANIM | ||||||||
| 1255 DRUMMERS LANE | WAYNE | PA | 19087 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $2,000 | SUITE 200 | |
| HARVARD GAZETTE | ||||||||
| 114 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | 509(A)1 | PROGRAM ACCOMPLISHMENTS | $250 | ||
| HARVARD MAGAZINE | ||||||||
| 7 WARE STREET | CAMBRIDGE | MA | 02138 | 509(A)1 | PROGRAM ACCOMPLISHMENTS | $100 | ||
| HONEST REPORTING USA | ||||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $250 | 2ND FLOOR | |
| INNOVATION AFRICA ISRAEL | ||||||||
| 520 8TH AVENUE | NEW YORK | NY | 10018 | 509(A)(1) | SOLAR AND WATER TECH TO AFRICA | $2,500 | 15TH FLOOR | |
| JEWISH NATIONAL FUND | ||||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $500 | ||
| JOIN ISRAEL | ||||||||
| 232 MADISON AVE | NEW YORK | NY | 10019 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $500 | 608 | |
| MAS FOUNDATION | ||||||||
| 3181 CORAL WAY | MIAMI | FL | 33145 | 501(C)3 | PROGRAM ACCOMPLISHMENTS | $250 | 5TH FLOOR | |
| MEMORIAL SLOAN KETTERING CANCER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $250 | CENTER | |
| MET ORCHESTRA | ||||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $250 | ||
| NEW YORK LANDMARKS CONSERVANCY | ||||||||
| 1 WHITEHALL STREET | NEW YORK | NY | 10004 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $100 | 21ST FLOOR | |
| NY RESTORATION PROJECT | ||||||||
| 254 WEST 31ST STREET | NEW YORK | NY | 10001 | 501(C)3 | PROGRAM ACCOPMLISHMENTS | $100 | 10TH FLOOR | |
| PERLMAN MUSIC CENTER | ||||||||
| 73 SHORE ROAD | SHELTER ISLAND HEIGHTS | NY | 11965 | 501(C)3 | PROGRAM ACCOMPLISHMENTS | $4,000 | ||
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | 501(C)3 | PROGRAM ACCOMPLISHMENTS | $250 | 10TH FLOOR | |
| SENIOR CITEZENS FOUNDATION OF SI | ||||||||
| PO BOX 352 | SHELTER ISLAND | NY | 11964 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $200 | ||
| SEPHARDIC BROTHERHOOD | ||||||||
| 67-67 108TH ST | FLUSHING | NY | 11375 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $500 | ||
| SHELTER ISLAND AMBULANCE FOUNDATION | ||||||||
| PO BOX 547 | SHELTER ISLAND | NY | 11964 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $100 | ||
| SHELTER ISLAND EDUCATION FUND | ||||||||
| PO BOX 1950 | SHELTER ISLAND | NY | 11964 | 509(A)(1) | EDUCATION OPPORT FOR CHILDREN | $150 | ||
| SHELTER ISLAND PBA | ||||||||
| PO BOX 770 | SHELTER ISLAND | NY | 11964 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $100 | ||
| SHELTER ISLAND PUBLIC LIBRARY | ||||||||
| 37 N FERRY RD | SHELTER ISLAND | NY | 11964 | 509(A)(1) | SUPPORT OF PUBLIC LIBRARY | $350 | ||
| SHELTER ISLAND VOLUNTEER FIRE DEPT | ||||||||
| 49 N FERRY RD | SHELTER ISLAND | NY | 11964 | 501(9)A | SUPPORT | $100 | ||
| SIMON WIESENTHAL CENTER | ||||||||
| 1399 S ROXBURY DRIVE | LOS ANGELES | CA | 90035 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $400 | ||
| SPME | ||||||||
| PO BOX 2241 | BALA CYNWYD | PA | 19004 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $500 | ||
| STRICKER CENTER | ||||||||
| 1 E 65TH ST | NEW YORK | NY | 10065 | 501(C)3 | PROGRAM ACCOMPLISHMENTS | $500 | ||
| THE CULTURAL LANDSCAPE FOUNDATION | ||||||||
| 1711 CONNECTICUT AVE | WASHINGTON | DC | 20009 | 501(C)3 | PROGRAM ACCOMPLISHMENTS | $150 | SUITE 200 | |
| THE JEWISH MUSEUM | ||||||||
| 1109 5TH AVE AT 92ND ST | NEW YORK | NY | 10128 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $500 | ||
| THIRTEEN | ||||||||
| 825 EIGHTH AVE | NEW YORK | NY | 10019 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $100 | ||
| UNIVERSITY OF PENN | ||||||||
| 3101 WALNUT ST | PHILADELPHIA | PA | 19104 | 501(9)A | SUPPORT | $100 | ||
| WHITNEY MUSEUM OF AMERICAN ART | ||||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $300 | ||
| PAUL MARTIN | ||||||||
| 48 PROSPECT AVENUE | SHELTER ISLAND | NY | 11962 | PROGRAM ACCOMPLISMENTS | $250 | |||
| PEARLMAN MUSIC CENTER | ||||||||
| 73 SHORE ROAD | SHELTER ISLAND | NY | 11962 | 501(C)3 | PROGRAM ACCOMPLISHMENTS | $809 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,359 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,550 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,653 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $28 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $2,328 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $56,531 | ExclusionAmt |
| Related Or Exempt Function Incm | $28 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,559 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| CISCO SYSTEMS INC NOTE | 2018-10 | PURCHASE | 2021-08 | $25,000 | $24,042 | $930 | $28 |
| UNITED HEALTH GROUP INC NOTE | 2018-10 | PURCHASE | 2021-03 | $25,000 | $24,385 | $615 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STRATEGIC TRUST | AT COST | $500,000 | $500,000 |
| TD AMERITRADE-BLUE ROCK | AT COST | $806,952 | $806,952 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| REGISTRATION FEES | $275 | $275 |
| OFFICE EXPENSE | $33 | $33 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX | Desc |
| Revenue And Expenses Per Books | $2,328 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BROKER FEES | $5,137 | $5,137 |
| MANAGEMENT FEES | $20,000 | $20,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX ON INVESTMENTS | CategoryTxt |
| Amt | $739 | Amt |