GARY AND EVELYN TRACHTEN FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GARY AND EVELYN TRACHTEN FAMILY FOUNDATION INC (EIN 85-4335405)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202433209349102953
- Schema version
- 2023v5.1
- 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
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T10:03:13-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 LONG WHARF DRIVE | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 854335405 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY AND EVELYN TRACHTEN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GARY | BusinessNameControlTxt |
| Phone | 2128685721 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 TRENOR DR | AddressLine1Txt |
| City | NEW ROCHELLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10804 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY TRACHTEN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2128685721 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS A VISCUSO | PreparerPersonNm |
| PTIN | P00367804 | PTIN |
| Phone | 2037819600 | PhoneNum |
| Preparation | 2024-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,119,167 | 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 | $69 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $69 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,362 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,417 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,879 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $60,850 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,879 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $58,310 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,365 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $20 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,020 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,182 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,182 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,202 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,182 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,108 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,345 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $505 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,596 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,596 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $12 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $109,596 | CorporateStockBOYAmt |
| Corporate Stock EOY | $103,625 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,105,571 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $110,113 | TotalAssetsBOYAmt |
| Total Assets EOY | $117,221 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,119,167 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $110,113 | RetainedEarningBOYAmt |
| Retained Earning EOY | $117,221 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $110,113 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $117,221 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $110,113 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $117,221 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $110,113 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,108 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $117,221 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $117,221 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $60,850 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,971 | CostOrOtherBasisAmt |
| Gain Or Loss | $54,879 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $54,879 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,879 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $811 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $811 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $811 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $37 | EsPenaltyAmt |
| Overpayment | $152 | OverpaymentAmt |
| Applied To ES Tax | $152 | 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 | 0 | 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 | GARY TRACHTEN | IndividualWithBooksNm |
| Phone | 2128685721 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 TRENOR DRIVE | AddressLine1Txt |
| City | NEW ROCHELLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10804 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| GARY TRACHTEN | ||||||||
| 240 TRENOR DRIVE | NEW ROCHELLE | NY | 10804 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| EVELYN TRACHTEN | ||||||||
| 240 TRENOR DRIVE | NEW ROCHELLE | NY | 10804 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| 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 | $962,906 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,100 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $981,006 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $981,006 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,715 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $966,291 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,315 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,315 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $811 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $811 | TotalTaxAmt |
| Distributable Before Adj | $47,504 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,504 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,504 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,182 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $50,182 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,504 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $11,769 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,930 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,699 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,182 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,504 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,678 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,377 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,377 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $11,769 | ExcessFromYear2Amt |
| Excess From Year1 | $4,930 | ExcessFromYear1Amt |
| Excess From Current Year | $2,678 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GARY TRACHTEN | ContributingManagerNm |
| Contributing Manager | EVELYN TRACHTEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 70 FACES MEDIA | ||||||||||||
| 520 8TH AVENUE 4TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | CONNECT AS MANY PEOPLE AS POSSIBLE TO ALL SIDES OF THE UNFOLDING JEWISH STORY. | $180 | |||||
| ALZHEIMERS ASSOCIATION | ||||||||||||
| 225 N MICHIGAN AVE FLOOR | CHICAGO | IL | 60601 | N/A | PC | FIGHT TO END ALZHEIMER'S AND ALL OTHER DEMENTIA | $130 | |||||
| AMERICAN FRIENDS OF COMBATANTS FOR PEACE INC | ||||||||||||
| 545 TERESITA BLVD | SAN FRANCISCO | CA | 94127 | N/A | PC | SUPPORT THE COMBATANTS FOR PEACE THROUGH EDUCATION AND FUNDRAISING | $250 | |||||
| AMERICAN JEWISH COMMITTEE | ||||||||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 100222709 | N/A | PC | ENHANCE THE WELLBEING OF THE JEWISH PEOPLE AND ISRAEL AROUND THE WORLD | $180 | |||||
| AMNESTY INTERNATIONAL OF THE USA INC | ||||||||||||
| 5 PENN PLAZA SUITE 16TH FL | NEW YORK | NY | 10001 | N/A | PC | SUPPORT HUMAN RIGHTS | $100 | |||||
| ANTI-DEFAMATION LEAGUE (ADL) | ||||||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 101583560 | N/A | PC | ELIMINATE ANTI-SEMITISM AND BIGOTRY IN THE US AND AROUND THE WORLD | $180 | |||||
| BEND THE ARC - A JEWISH PARTNERSHIP FOR JUSTICE | ||||||||||||
| 330 7TH AVENUE SUITE 1902 | NEW YORK | NY | 10001 | N/A | PC | SUPPORT THE JEWISH COMMUNITY | $72 | |||||
| BETH EL SYNAGOGUE CENTER | ||||||||||||
| 1324 NORTH AVENUE | NEW ROCHELLE | NY | 10804 | N/A | PC | PROVIDE RELIGIOUS ACTIVITIES FOR ALL AGES IN THE JEWISH COMMUNITY | $468 | |||||
| BIG EARS FESTIVAL | ||||||||||||
| PO BOX 217 | KNOXVILLE | TN | 37901 | N/A | PC | TO SHARE THE JOY AND TRANSFORMATIVE POWER OF EXTRAORDINARY MUSIC AND ART WITH TENS OF THOUSANDS OF PEOPLE ANNUALLY | $720 | |||||
| BOYS & GIRLS CLUB OF NEW ROCHELLE | ||||||||||||
| 79 SEVENTH STREET | NEW ROCHELLE | NY | 10801 | N/A | PC | SUPPORT BOYS & GIRLS CLUB | $250 | |||||
| BRENNAN CENTER FOR JUSTICE | ||||||||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | N/A | PC | WORKS TO REFORM, REVITALIZE, AND WHEN NECESSARY, DEFEND OUR COUNTRY'S SYSTEMS OF DEMOCRACY AND JUSTICE | $150 | |||||
| COALITION FOR THE HOMELESS | ||||||||||||
| 129 FULTON STREET | NEW YORK | NY | 10038 | N/A | PC | SUPPORT HOMELESS MEN, WOMEN AND CHILDREN | $500 | |||||
| DOCTORS WITHOUT BORDER | ||||||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | PROVIDE MEDICAL HUMANITARIAN EMERGENCY AID TO PEOPLE IN NEED | $500 | |||||
| GOVERNMENT ACCOUNTABILITY PROJECT | ||||||||||||
| 1612 K STREET NW SUITE 1100 | WASHINGTON | DC | 20006 | N/A | PC | SUPPORTS GOVERNMENT AND CORPORATE ACCOUNTABILITY | $180 | |||||
| HIAS INC | ||||||||||||
| 1300 SPRING STREET | SILVER SPRING | MD | 20910 | N/A | PC | PROVIDE SERVICES TO REFUGEES AND ASYLUM SEEKERS AROUND THE WORLD | $3,600 | |||||
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | N/A | PC | ENHANCE JEWISH LIFE FOR COLLEGE AND UNIVERSITY COMMUNITIES THROUGHOUT THE WORLD | $3,600 | |||||
| HOLOCAUST AND HUMAN RIGHTS EDUCATION CENTER | ||||||||||||
| 4 WEST RED OAK LANE NO 330 | WHITE PLAINS | NY | 10604 | N/A | PC | ENHANCE THE TEACHING AND LEARNING OF THE LESSONS OF THE HOLOCAUST | $50 | |||||
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | N/A | PC | PROVIDE SUPPORT TO THE WORLDS WORST HUMANITARIAN CRISES | $2,000 | |||||
| JEWISH AGENCY FOR ISRAEL - NORTH AMERICAN COUNCIL | ||||||||||||
| 633 THIRD AVENUE 2100 | NEW YORK | NY | 10017 | N/A | PC | SUPPORT JEWISH COMMUNITIES | $1,000 | |||||
| JORDAN RIVER VILLAGE | ||||||||||||
| 244 MADISON AVE SUITE 482 | NEW YORK | NY | 10016 | N/A | PC | SUPPORT SERIOUSLY ILL CHILDREN OF ALL BACKGROUNDS FROM ISRAEL AND SURROUNDING AREAS | $250 | |||||
| LAWYERS COMMITTEE FOR CIVIL RIGHTS UNDER LAW | ||||||||||||
| 1500 K STREET NW NO 900 | WASHINGTON | DC | 20005 | N/A | PC | SUPPORT CIVIL RIGHTS | $180 | |||||
| LEGAL SERVICES OF THE HUDSON VALLEY | ||||||||||||
| 90 MAPLE AVENUE | WHITE PLAINS | NY | 10601 | N/A | PC | PROVIDE COUNSEL TO POOR AND LOW-INCOME INDIVIDUALS AND FAMILIES | $250 | |||||
| MEALS ON WHEELS | ||||||||||||
| 50 PINTARD AVENUE | NEW ROCHELLE | NY | 108017148 | N/A | PC | DELIVER MEALS TO THE ELDERLY AND SHUT-IN PERSONS | $250 | |||||
| MEMORIAL SLOAN KETTERING | ||||||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | ENDING CANCER FOR LIFE | $100 | |||||
| NAACP LEGAL DEFENSE & EDUC FUND INC | ||||||||||||
| 40 RECTOR STREET 5TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | SUPPORT LITIGATION IN THE AREAS OF POVERTY AND JUSTICE | $250 | |||||
| NATURE CONSERVANCY | ||||||||||||
| 4245 FAIRFAX DRIVE | ARLINGTON | VA | 222031606 | N/A | PC | CONSERVE THE LANDS AND WATERS ON WHICH ALL LIFE DEPENDS | $100 | |||||
| NEW ISRAEL FUND | ||||||||||||
| 1320 19TH STREET NO 400 | WASHINGTON | DC | 20036 | N/A | PC | SUPPORT THE CITIZENS OF ISRAEL | $3,600 | |||||
| NEW YORK PUBLIC RADIO | ||||||||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | N/A | PC | OUR MISSION TO SERVE A DIVERSE AND GROWING AUDIENCE WITH EXCELLENT AND ACCESSIBLE PUBLIC MEDIA | $240 | |||||
| PAYPAL CAMPERSHIP FUND | ||||||||||||
| PO BOX 373 | PITTSFORD | VT | 05763 | N/A | PC | PROVIDES FINANCIAL ASSISTANCE AWARDS TO REGISTERED GIRL SCOUTS IN TROOPS IN LOWER BUCKS COUNTY FOR USE AT GIRL SCOUT SUMMER CAMP PROGRAMS. | $180 | |||||
| PAYPAL CHARITABLE GIVING FUND | ||||||||||||
| 1250 I ST NW STE 1202 | WASHINGTON | DC | 200053935 | N/A | PC | DEVELOP INNOVATIVE PROGRAMS THAT INTRODUCE CHARITABLE GIVING IN RELEVANT AND ENGAGING WAYS TO NEW AUDIENCES, BENEFITTING THE CHARITY SECTOR. | $100 | |||||
| PELHAM JEWISH CENTER | ||||||||||||
| 451 ESPLANADE | PELHAM MANOR | NY | 10803 | N/A | PC | PROVIDE A LEARNING ENVIRONMENT FOR CHILDREN IN THE JEWISH COMMUNITY | $5,994 | |||||
| SOUTHERN POVERTY LAW CENTER INC | ||||||||||||
| PO BOX 548 | MONTGOMERY | AL | 36104 | N/A | PC | SUPPORT THE FIGHTS FOR RACIAL JUSTICE | $180 | |||||
| THE CARTER CENTER | ||||||||||||
| 453 JOHN LEWIS FREEDOM PARKWAY | ATLANTA | GA | 303071496 | N/A | PC | SUPPORTS ADVANCING HUMAN RIGHTS AND ALLEVIATING UNNECESSARY HUMAN SUFFERING | $100 | |||||
| THE HEBREW FREE BURIAL ASSOCIATION | ||||||||||||
| 125 MAIDEN LN 5B | NEW YORK | NY | 10038 | N/A | PC | THE ULTIMATE ACT OF LOVINGKINDNESS- FOR THE DECEASED WHO ARE UNABLE TO REPAY THE KINDNESS | $100 | |||||
| THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | ||||||||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | FIND A CURE FOR PARKINSON'S DISEASE | $350 | |||||
| THE UNION OF CONCERNED SCIENTISTS INC | ||||||||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | N/A | PC | SUPPORTS INDEPENDENT SCIENCE TO WORK TO SOLVE OUR PLANET'S MOST PRESSING PROBLEMS | $150 | |||||
| THIRTEEN (WNET) | ||||||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | N/A | PC | PROVIDE VIEWERS WITH A UNIQUE CULTURAL AND EDUCATIONAL EXPERIENCE | $60 | |||||
| UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC | ||||||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | N/A | PC | SUPPORT THE JEWISH COMMUNITY | $12,000 | |||||
| UNITED STATES ASSOCIATION FOR UNHCR | ||||||||||||
| 1310 L STREET NW NO 450 | WASHINGTON | DC | 20005 | N/A | PC | PROTECT REFUGEES AND EMPOWERS THEM WITH HOPE AND OPPORTUNITY | $1,000 | |||||
| UNITED WAY OF WESTCHESTER AND PUTNAM | ||||||||||||
| 336 CENTRAL PARK AVE | WHITE PLAINS | NY | 106061502 | N/A | PC | PROVIDE ASSISTANCE TO LOCAL RESIDENTS LIVING IN POVERTY OR PAYCHECK TO PAYCHECK | $1,000 | |||||
| WIKIMEDIA FOUNDATION | ||||||||||||
| 1 MONTGOMERY STREET SUITE 1600 | SAN FRANCISCO | CA | 94104 | N/A | PC | HELP THE WORLD SHARE IN FREE KNOWLEDGE | $60 | |||||
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||||||
| 114 UNIVERSITY AVENUE | ROCHESTER | NY | 14605 | N/A | PC | SUPPORTS INDEPENDENTLY INCORPORATED PLANNED PARENTHOOD AFFILIATES | $100 | |||||
| HOSTAGE AND MISSING FAMILIES FORUM (JGIVE) | ||||||||||||
| N/A | PC | FOCUSED ON BRINGING OUR LOVED ONES BACK HOME BY ANY MEANS NECESSARY THROUGH ALL AVAILABLE CHANNELS | $360 | 3303 DUFFERIN STREET | NORTH YORK | ON M6A 2T7 | CA | |||||
| EMORY GIVING | ||||||||||||
| 1762 CLIFTON ROAD NE | ATLANTA | GA | 303224001 | N/A | PC | TO IMPROVE THE HEALTH OF INDIVIDUALS AND COMMUNITIES AT HOME AND THROUGHOUT THE WORLD | $100 | |||||
| NEW ISRAEL FUND | ||||||||||||
| PO BOX 70358 | PHILADELPHIA | PA | 191760358 | N/A | PC | TO HELP ISRAEL ACHIEVE ITS FOUNDERS' VISION OF A SOCIETY THAT IS COMPLETELY EQUAL FOR ALL ITS CITIZENS | $180 | |||||
| AMERICAN JEWISH WORLD SERVICE | ||||||||||||
| PO BOX 568 | ETNA | NH | 03750 | N/A | PC | TO REALIZE HUMAN RIGHTS AND END POVERTY IN AFRICA, ASIA, LATIN AMERICA AND THE CARIBBEAN | $108 | |||||
| ISRAEL POLICY FORUM | ||||||||||||
| 122 EAST 42ND STREET SUITE 3505 | NEW YORK | NY | 10168 | N/A | PC | SHAPE THE DISCOURSE AND MOBILIZE SUPPORT AMONG AMERICAN JEWISH LEADERS AND U.S. POLICYMAKERS FOR THE REALIZATION OF A VIABLE TWO-STATE OUTCOME. | $180 | |||||
| AMERICAN FRIENDS ISRAEL ASSOCIATION OF COMMUNITY CENTERS | ||||||||||||
| C/O STATEN ISLAND JCC 1466 MANOR RD | STATEN ISLAND | NY | 10314 | N/A | PC | TO SUPPORT THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF THE AMERICAN ASSOCIATION OF COMMUNITY CENTERS IN ISRAEL AND ITS CONSTITUENT COMMUNITY CENTERS. | $350 | |||||
| AMERICAN FRIENDS OF MAGEN DAVID ADOM (AFMDA) | ||||||||||||
| 20 W 36TH ST SUITE 1100 | NEW YORK | NY | 10018 | N/A | PC | TO HELP LEAD ISRAEL'S NATIONAL EMERGENCY RESPONSE, BLOOD SERVICES, AND DISASTER RELIEF ORGANIZATION. | $360 | |||||
| SAVE THE CHILDREN FEDERATION INC | ||||||||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | N/A | PC | TO ASSIST CHILDREN FULFILL THEIR RIGHTS BY HELPING START A HEALTHY LIFE BY GIVING THEM THE OPPORTUNITY TO LEARN AND BE PROTECTED FROM HARM. | $308 | |||||
| AMERICAN FRIENDS OF SOROKA MEDICAL CENTER INC | ||||||||||||
| PO BOX 184-H | SCARSDALE | NY | 10583 | N/A | PC | SUPPORTING THE OUTSTANDING MEDICAL CARE AND BREAKTHROUGH RESEARCH AT SOROKA MEDICAL CENTER, THE LEADING MEDICAL CENTER IN ISRAEL AND THE ONLY MAJOR HOSPITAL IN SOUTHERN ISRAEL, THE COUNTRY'S FASTEST-GROWING AND MOST DIVERSE REGION. | $1,000 | |||||
| EZRAS YISROEL | ||||||||||||
| 1049 42ND ST | BROOKLYN | NY | 11219 | N/A | PC | SUPPORTS AND ASSISTS THE NEEDY, BY PROVIDING GRANTS, LOANS, AND FINANCIAL SUPPORT TO HUNDREDS OF NEEDY PEOPLE AND FAMILIES | $300 | |||||
| ARTS WESTCHESTER | ||||||||||||
| 31 MAMARONECK AVE | WHITE PLAINS | NY | 10601 | N/A | PC | SUPPORTS THE ARTS IN WESTCHESTER THROUGH LEADERSHIP, FUNDING, PROGRAMMING, EDUCATION, ADVOCACY, AUDIENCE CULTIVATION AND PROFESSIONAL DEVELOPMENT. | $35 | |||||
| AMERICAN RED CROSS | ||||||||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | N/A | PC | PREVENTS AND ALLEVIATES HUMAN SUFFERING IN THE FACE OF EMERGENCIES BY MOBILIZING THE POWER OF VOLUNTEERS | $500 | |||||
| THE ALS ASSOCIATION | ||||||||||||
| 1300 WILSON BLVD SUITE 600 | ARLINGTON | VA | 22209 | N/A | PC | TO DISCOVER TREATMENTS AND A CURE FOR ALS, AND TO SERVE, ADVOCATE FOR, AND EMPOWER PEOPLE AFFECTED BY ALS TO LIVE THEIR LIVES TO THE FULLEST. | $100 | |||||
| NATURAL RESOURCES DEFENSE COUNCIL INC | ||||||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | N/A | PC | TO SAFEGUARD THE EARTHITS PEOPLE, ITS PLANTS AND ANIMALS, AND THE NATURAL SYSTEMS ON WHICH ALL LIFE DEPENDS | $200 | |||||
| MUSEUM OF JEWISH HERITAGE | ||||||||||||
| EDMOND J SAFRA PLAZA 36 BATTERY | NEW YORK | NY | 10280 | N/A | PC | TO EDUCATE PEOPLE OF ALL AGES AND BACKGROUNDS ABOUT THE BROAD TAPESTRY OF JEWISH LIFE BEFORE, DURING, AND AFTER THE HOLOCAUST | $100 | PLACE | ||||
| MAZON INC A JEWISH RESPONSE TO HUNGER | ||||||||||||
| 15303 VENTURA BLVD SUITE 1100 | SHERMAN OAKS | CA | 91403 | N/A | PC | A JEWISH RESPONSE TO HUNGER IS A NATIONAL NONPROFIT ORGANIZATION WORKING TO END HUNGER AMONG PEOPLE OF ALL FAITHS AND BACKGROUNDS IN THE UNITED STATES AND ISRAEL. | $360 | |||||
| FRESH AIR FUND | ||||||||||||
| 633 THIRD AVE 14TH FL | NEW YORK | NY | 10017 | N/A | PC | TO PROVIDE SAFE, FUN, ENGAGING AND ENRICHING EXPERIENCES FOR NEW YORK CITY YOUTH TO KEEP THE MAGIC OF SUMMER ALIVE THROUGH VIRTUAL AND OUTDOOR PROGRAMS. | $100 | |||||
| CARE USA FOUNDATION INC | ||||||||||||
| 12101 NEW HAMPSHIRE AVE | SILVER SPRING | MD | 20904 | N/A | PC | TO EXPEDITE THE RECOVERY PROCESS FOR WOUNDED AND DISABLED MILITARY MEN AND WOMEN, BY LIFTING THE BURDENS FROM THEM AND THEIR FAMILY MEMBERS WHO HAVE SACRIFICED SO MUCH FOR OUR FREEDOM. | $300 | |||||
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | ||||||||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | O REALIZE THE PROMISE OF THE UNITED STATES CONSTITUTION FOR ALL AND EXPAND THE REACH OF ITS GUARANTEES | $1,000 | |||||
| HADASSAH | ||||||||||||
| 40 WALL STREET 8TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | ENHANCES THE QUALITY OF AMERICAN AND JEWISH LIFE THROUGH ITS EDUCATION AND ZIONIST YOUTH PROGRAMS, PROMOTES HEALTH AWARENESS, AND PROVIDES PERSONAL ENRICHMENT AND GROWTH FOR ITS MEMBERS. | $489 | |||||
| NEW ROCHELLE CAMPERSHIP FUND | ||||||||||||
| PO BOX 255 | NEW ROCHELLE | NY | 10804 | N/A | PC | TO SEND KIDS TO CAMP EVERY SINGLE SUMMER | $180 | |||||
| FEEDING WESTCHESTER | ||||||||||||
| 200 CLEARBROOK RD | ELMSFORD | NY | 10523 | N/A | PC | TO NOURISH OUR NEIGHBORS IN THE FIGHT AGAINST HUNGER | $250 | |||||
| MUSEUM OF TOLERANCE | ||||||||||||
| 9786 W PICO BLVD | LOS ANGELES | CA | 90035 | N/A | PC | TO EXAMINE RACISM AND PREJUDICE AROUND THE WORLD WITH A STRONG FOCUS ON THE HISTORY OF THE HOLOCAUST. | $100 | |||||
| JEWS FOR RACIAL AND ECONOMIC JUSTICE COMMUNITY | ||||||||||||
| 275 PARK AVE GROUND FLOOR | BROOKLYN | NY | 11205 | N/A | PC | TO PURSUE RACIAL AND ECONOMIC JUSTICE IN NEW YORK CITY BY ADVANCING SYSTEMIC CHANGES THAT RESULT IN CONCRETE IMPROVEMENTS IN PEOPLES DAILY LIVES. | $18 | |||||
| WESTCHESTER JEWISH COMMUNITY SERVICES | ||||||||||||
| 845 NORTH BROADWAY | WHITE PLAINS | NY | 10603 | N/A | PC | PROVIDING SUPPORT TO PEOPLE OF ALL AGES AND BACKGROUNDS WHO FACE SIGNIFICANT CHALLENGES RELATING TO MENTAL HEALTH, TRAUMA, SUBSTANCE USE, INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, CHILD DEVELOPMENT, AND AGING IN PLACE | $2,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,182 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,362 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $54,879 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $58,310 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,310 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,000 SHS ALPHABET, INC | $27,006 | $281,860 |
| 2,00 SHS AMAZON.COM INC | $25,951 | $303,880 |
| 2,700 SHS APPLE, INC | $50,668 | $519,831 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JANNEY | CategoryTxt |
| Amt | $20 | Amt |
| Net Investment Income | $20 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |