BLUMBERG FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BLUMBERG FAMILY FOUNDATION INC (EIN 13-6199591)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-10-08
- IRS object ID
- 202302819349100500
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-08T10:47:56-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141569720 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIRSHON & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1999 22 IBM ROAD STE 210 | AddressLine1Txt |
| City | POUGHKEEPSIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136199591 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUMBERG FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLUM | BusinessNameControlTxt |
| Phone | 9142592366 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | L BLUMBERG 1325 BAPTIST CHURCH RD | AddressLine1Txt |
| City | YORKTOWN HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10598 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE S BLUMBERG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6462029950 | PhoneNum |
| Signature | 2023-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LAWRENCE | PersonFirstNm |
| Person Last | BLUMBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAMMY S KIRSHON CPA | PreparerPersonNm |
| PTIN | P00187388 | PTIN |
| Phone | 8454731811 | PhoneNum |
| Preparation | 2023-10-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $624,983 | 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 | $449 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $449 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,600 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,600 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$40,295 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $268,340 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$23,246 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,049 | 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 |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $900 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $251 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $59 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $125 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,176 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $959 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,176 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $959 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$76,422 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,090 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $122,128 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $197,429 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $197,429 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $45,163 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $24,686 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $24,057 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $452,728 | CorporateStockBOYAmt |
| Corporate Stock EOY | $301,639 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $393,525 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $20,171 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,034 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,972 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $640,190 | TotalAssetsBOYAmt |
| Total Assets EOY | $533,788 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $624,983 | 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 | $640,190 | RetainedEarningBOYAmt |
| Retained Earning EOY | $533,788 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $640,190 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $533,788 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $640,190 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $533,788 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $640,190 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$76,422 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $563,768 | SubtotalAmt |
| Other Decreases | $29,980 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $533,788 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SPDR S&P GLOBAL NATURAL RESOURCES ETF | 2021-12-27 | $13,020 | $14,229 | -$1,209 | -$1,209 | ||
| OSHKOSH CORP | 2022-09-22 | $7,735 | $9,138 | -$1,403 | -$1,403 | ||
| AT&T INC COM | 2022-10-31 | $52,669 | $61,683 | -$9,014 | -$9,014 | ||
| BROADCOM INC COM - CASH IN LIEU | 2022-11-15 | $2 | $2 | $2 | |||
| AMERICAN ELEC PWR COINC COM | 2022-11-17 | $17,800 | $20,083 | -$2,283 | -$2,283 | ||
| TARGET CORP | 2022-02-22 | $20,150 | $13,812 | $6,338 | $6,338 | ||
| US TREAS SER AQ-2022 1.5% 08/15/22 | 2022-03-22 | $25,063 | $24,993 | $70 | $70 | 1929-08-14 | |
| APPLE INC 2.3% 05/11/22 | 2022-05-11 | $10,000 | $9,930 | $70 | $70 | 2019-04-01 | |
| NIKE INC CL B COM | 2022-05-19 | $5,365 | $4,260 | $1,105 | $1,105 | ||
| GOLDMAN SACHS GROUP INC 3.955% PFD | 2022-05-20 | $5,621 | $7,457 | -$1,836 | -$1,836 | 2021-02-05 | |
| GOLDMAN SACHS GROUP INC 3.955% PFD | 2022-05-23 | $14,848 | $19,884 | -$5,036 | -$5,036 | 2021-02-05 | |
| GOLDMAN SACHS GROUP INC 3.955% PFD | 2022-05-24 | $16,524 | $22,370 | -$5,846 | -$5,846 | 2021-02-05 | |
| GOLDMAN SACHS GROUP INC 3.955% PFD | 2022-05-24 | $14,688 | $19,471 | -$4,783 | -$4,783 | 2021-02-24 | |
| GOLDMAN SACHS GROUP INC 3.955% PFD | 2022-05-25 | $3,701 | $4,868 | -$1,167 | -$1,167 | 2021-02-24 | |
| BROADCOM INC 8% MCNV PFD SR A | 2022-06-02 | $9,001 | $5,876 | $3,125 | $3,125 | 2020-02-07 | |
| PAYPAL HLDGS INC COM | 2022-06-17 | $5,367 | $7,166 | -$1,799 | -$1,799 | P | |
| PRICE T ROWE GROUPS COM USD0.20 | 2022-06-21 | $10,946 | $11,998 | -$1,052 | -$1,052 | P | |
| META PLATFORMS INC CL A | 2022-07-26 | $12,120 | $15,802 | -$3,682 | -$3,682 | P | |
| SALESFORCE.COM INC COM USD0.001 | 2022-08-31 | $15,850 | $23,524 | -$7,674 | -$7,674 | P | |
| OSHKOSH CORP | 2022-09-20 | $7,735 | $11,975 | -$4,240 | -$4,240 | P | |
| BROADCOM INC COM - CASH IN LIEU | 2022-10-26 | $64 | $56 | $8 | $8 | 2020-02-07 | P |
| BROADCOM INC COM - CASH IN LIEU | 2022-10-26 | $64 | $60 | $4 | $4 | 2020-10-16 | P |
| CAPITAL GAINS DIVIDENDS | $7 | $7 | $7 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$40,295 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $224 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $224 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $224 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $237 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $237 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13 | OverpaymentAmt |
| Applied To ES Tax | $13 | 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 | Yes (1) | 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 | LARRY S BLUMBERG | IndividualWithBooksNm |
| Phone | 6462029950 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1325 BAPTIST CHURCH RD | AddressLine1Txt |
| City | YORKTOWN HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10598 | 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 |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE S BLUMBERG | ||||||||
| 1325 BAPTIST CHURCH RD | YORKTOWN HEIGHTS | NY | 10598 | PRESIDENT/TREASURER | 0.50 | $0 | $0 | $0 |
| LEDA BLUMBERG | ||||||||
| 1315 BAPTIST CHURCH RD | YORKTOWN HEIGHTS | NY | 10598 | SECRETARY | 0.00 | $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 | $562,488 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $128,727 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $691,215 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $691,215 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,368 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $680,847 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,042 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,042 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $224 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $224 | TotalTaxAmt |
| Distributable Before Adj | $33,818 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,818 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,818 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,025 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $52,025 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,818 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $50,500 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,500 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,025 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,818 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,207 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $68,707 | 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 | $68,707 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $50,500 | ExcessFromYear1Amt |
| Excess From Current Year | $18,207 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||
| 122 EAST 42ND ST | NEW YORK | NY | 10168 | 501(C)(3) | TO HELP PEOPLE AFFECTED BY HUMANITARIAN CRISES TO SURVIVE, RECOVER, AND REBUILD THEIR LIVES. | $10,000 |
| COPLAND HOUSE INC | ||||||
| PO BOX 2177 | PEEKSKILL | NY | 10566 | 501(C)(3) | TO RENEW AMERICA'S MUSICAL HERITAGE AND TO FOSTER GREATER PUBLIC AWARENESS AND APPRECIAITION TO THE NATION'S COMPOSERS AND THEIR WORK. | $20,000 |
| TURNING POINTE DONKEY RESCUE | ||||||
| 216 NORTH MEECH ROAD | DANSVILLE | MI | 48819 | 501(C)(3) | TO RESCUE, REHABILITATE, AND REHOME DONKEYS AND MULES AS WELL AS EDUCATE THE PUBLIC ON PROPER CARE, HANDLING, AND TRAINING. | $5,000 |
| THE NUNOA PROJECT | ||||||
| 458 SOUTH WASHINGTON ST | BELCHERTOWN | MA | 01007 | 501(C)(3) | TO GIVE BACK TO THE COUNTRY OF PERU FOR THEIR GIFT OF ALPACAS TO THE US AND OTHER COUNTRIES ACROSS THE WORLD. | $5,000 |
| CARINGBRIDGE | ||||||
| PO BOX 6032 | ALBERT LEA | MN | 56007 | 501(C)(3) | TO BUILD BRIDGES OF CARE AND COMMUNICATION PROVIDING LOVE AND SUPPORT ON A HEALTH JOURNEY. | $1,000 |
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE | ||||||
| 633 THIRD AVE 20TH FLR | NEW YORK | NY | 10017 | 501(C)(3) | TO FOSTER THE PARTNERSHIP BETWEEN SCIENCE AND PHILANTHROPY WHILE SUPPORTING THE WEIZMANN INSTITUTE'S NEEDS, LEADING THE WAY IN PROVIDING RESOURCES FOR CONTINUOUS DEVELOPMENT AND PIONEERING PROJECTS AND PROMOTING AWARENESS OF THE VISION AND ACCOMPLISHMENTS OF ITS SCIENTISTS. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,000 | 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 | $449 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,600 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$40,295 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$23,246 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$23,246 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HENRY L KARPF & CO CPA PA | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $900 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | QUALCOMM 2.6% 01/30/23 | BondNm |
| EOY Book Value | $10,034 | EOYBookValueAmt |
| EOYFMV | $9,972 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EATON CORP PLC COM | $16,295 | $16,345 |
| ALPHABET INC CAP STK CL A | $11,814 | $20,198 |
| ANALOG DEVICES INC COM USD0.16 2/3 | $16,061 | $17,191 |
| APPLE INC | $7,594 | $29,606 |
| BROADCOM INC COM | $40,723 | $61,715 |
| CONOCOPHILLIPS COM | $11,705 | $12,351 |
| DEVON ENERGY CORP NEW | $11,201 | $30,834 |
| JPMORGAN CHASE & CO | $8,399 | $10,363 |
| MICROSOFT CORP | $16,202 | $25,514 |
| PEPSICO INC | $16,503 | $23,189 |
| PFIZER INC | $15,492 | $15,039 |
| STRYKER CORP COM | $22,416 | $23,389 |
| TAIWAN SEMICONDUCTOR MANUFACTURING SPON | $10,752 | $12,447 |
| VISA CORP | $10,175 | $10,850 |
| ZOETIS INC | $12,740 | $15,414 |
| BECTON DICKINSON & CO 6% DP CONV PFD B | $53,298 | $49,380 |
| WP CAREY INC COM REIT | $20,269 | $19,700 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $24,686 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $24,057 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJUSTMENT (O/S CHKS) | Desc |
| Amt | $29,980 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEE | Desc |
| Revenue And Expenses Per Books | $125 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $125 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $192 | $0 | $0 |
| FOREIGN TAX | $59 | $59 | $0 |