SIMON FAM FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SIMON FAM FOUNDATION (EIN 35-7224974)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-07
- IRS object ID
- 202521279349103907
- Schema version
- 2024v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-07T17:25:19-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELFAND RENNERT & FELDMAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 HAMILTON AVE SUITE 700 | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 357224974 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Simon Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % C/O GRF LLC | InCareOfNm |
| Business Name Control | SIMO | BusinessNameControlTxt |
| Phone | 2123078000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GRF LLC 445 HAMILTON AVE 700 | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIO TESTANI | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2123078000 | PhoneNum |
| Signature | 2025-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Todd Kamelhar | PreparerPersonNm |
| PTIN | P00176477 | PTIN |
| Phone | 2123078000 | PhoneNum |
| Preparation | 2025-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $3,836,063 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $67,763 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,465 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $102,179 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,179 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,344 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $887,192 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,343 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $176,751 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $107,522 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,416 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,416 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $631,906 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $631,906 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $633,322 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $631,906 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$456,571 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $107,522 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $226,171 | CashBOYAmt |
| Cash EOY | $110,359 | CashEOYAmt |
| Cash EOYFMV | $110,359 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,357,069 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,016,310 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,725,704 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,583,240 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,126,669 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,836,063 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,583,240 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,126,669 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,583,240 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,126,669 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,583,240 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,126,669 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,583,240 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$456,571 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,126,669 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,126,669 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| BERNSTEIN #8607 | $30,082 | $29,986 | $96 | $96 |
| BERNSTEIN #8607 | $857,110 | $851,863 | $5,247 | $5,247 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,343 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,495 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,495 | SubtotalAmt |
| Tax Based On Investment Income | $1,495 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $77 | EsPenaltyAmt |
| Overpayment | $1,428 | OverpaymentAmt |
| Applied To ES Tax | $1,428 | 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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CO GRF LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123078000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 HAMILTON AVE 700 | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10601 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MARIO TESTANI | ||||||||
| C/O GRF LLC 445 HAMILTON AVE 700 | WHITE PLAINS | NY | 10601 | TRUSTEE | 0 | $0 | $0 | $0 |
| PAUL SIMON | ||||||||
| C/O GRF LLC 445 HAMILTON AVE 700 | WHITE PLAINS | NY | 10601 | TRUSTEE | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,940,563 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $184,169 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,124,732 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,124,732 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,871 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,062,861 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $203,143 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $203,143 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,495 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,495 | TotalTaxAmt |
| Distributable Before Adj | $201,648 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $201,648 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $201,648 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $631,906 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $631,906 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $201,648 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $510,652 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $55,189 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $278,818 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,663 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $847,322 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $631,906 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $201,648 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $430,258 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,277,580 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $510,652 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $766,928 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $55,189 | ExcessFromYear4Amt |
| Excess From Year2 | $278,818 | ExcessFromYear2Amt |
| Excess From Year1 | $2,663 | ExcessFromYear1Amt |
| Excess From Current Year | $430,258 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PAUL SIMON | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| EVERY MOTHER COUNTS | ||||||||
| 333 HUDSON STREET SUITE 1006 | NEW YORK | NY | 10013 | NONE | PC | GENERAL | $25,000 | |
| VOCES 8 FOUNDATION | ||||||||
| 171 MAIN ST SUITE 240 | LOS ALTOS | CA | 94022 | NONE | PC | GENERAL | $25,000 | |
| NEW YORK-PRESBYTERIAN | ||||||||
| 850 THIRD AVE 12TH FL | NEW YORK | NY | 10022 | NONE | PC | GENERAL | $35,000 | |
| JOE TORRE SAFE AT HOME | ||||||||
| 55 WEST 39TH STREET SUITE 600 | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $15,000 | |
| MOUNT SINAI | ||||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | NONE | PC | GENERAL | $5,000 | BOX 1049 |
| ENTERTAINMENT INDUSTRY FOUNDATION | ||||||||
| 10880 WILSHIRE BLVD SUITE 1400 | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL | $30,906 | |
| JAZZ AT LINCOLN CENTER | ||||||||
| 3 COLUMBUS CIRCLE SUITE 1200 | NEW YORK | NY | 10019 | NONE | PC | GENERAL | $250,000 | |
| NATIONAL CENTER FOR MISSING & EXPLOITED CHILDREN | ||||||||
| 333 JOHN CARLYLE STREET SUITE 125 | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL | $10,000 | |
| SOUTHERN GATEWAY PUBLIC GREEN FOUNDATION | ||||||||
| 633 W DAVIS ST 227 | DALLAS | TX | 75208 | NONE | PC | GENERAL | $100,000 | |
| MODO FOR THE PEOPLE | ||||||||
| 34 WAILEA GATEWAY PLACE | WAILEA | HI | 96753 | NONE | PC | GENERAL | $25,000 | SUITE A106 |
| AMERICAN ACADEMY OF THE ARTS AND SCIENCES | ||||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL | $5,000 | |
| EARL MONROE NEW RENAISSANCE SCHOOL | ||||||||
| 1617 PARKVIEW AVE | BRONX | NY | 10461 | NONE | PC | GENERAL | $6,000 | |
| FIND OUTDOORS | ||||||||
| 49 PISGAH HWY SUITE 4 | PISGAH FOREST | NC | 28768 | NONE | PC | GENERAL | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $631,906 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,644 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,344 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF UNUSED GRANTS | Desc |
| Related Or Exempt Function Incm | $67,763 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $108,988 | ExclusionAmt |
| Related Or Exempt Function Incm | $67,763 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $176,751 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,016,310 | EOYBookValueAmt |
| EOYFMV | $3,725,704 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| NYS FILING FEE | $250 |
| FEDERAL TAX | $1,166 |