DEBS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DEBS FOUNDATION (EIN 13-3639449)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-12
- IRS object ID
- 202211329349102946
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T13:56:49-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 834675976 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTINA TOMEO & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 522 NORTH AVENUE | AddressLine1Txt |
| City | FORT LEE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07024 | 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 | 133639449 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DEBS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEBS | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BEEKMAN PLACE 7A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA K DEBS | PersonNm |
| Person Title | V PRESIDENT/AUTH OFFICER | PersonTitleTxt |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARBARA | PersonFirstNm |
| Person Last | DEBS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINA TOMEO | PreparerPersonNm |
| PTIN | P00075811 | PTIN |
| Phone | 2017254647 | PhoneNum |
| Preparation | 2022-05-12 | 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 | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,346,748 | 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 | $935,026 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $20 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,500 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,500 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $316,408 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $928,613 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $928,513 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,272,954 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $950,033 | 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 | $15,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $14,044 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $44 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $599 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $599 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,643 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,544 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $599 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $778,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $778,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $807,793 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,544 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $778,749 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $465,161 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $942,489 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,587 | CashBOYAmt |
| Cash EOY | $179,132 | CashEOYAmt |
| Cash EOYFMV | $179,132 | CashEOYFMVAmt |
| Corporate Stock BOY | $625,967 | CorporateStockBOYAmt |
| Corporate Stock EOY | $948,788 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,016,053 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $48,716 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $48,716 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $144,709 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $59 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,854 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,854 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $718,329 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,183,490 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,346,748 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $536,471 | CapitalStockBOYAmt |
| Capital Stock EOY | $536,471 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $181,858 | RetainedEarningBOYAmt |
| Retained Earning EOY | $647,019 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $718,329 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,183,490 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $718,329 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,183,490 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $718,329 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $465,161 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,183,490 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,183,490 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | P | 2001-01-01 | 2021-06-09 | $143,285 | $15 | $143,270 | $143,270 |
| MORGAN STANLEY | P | 1986-02-14 | 2021-06-09 | $135,299 | $15 | $135,284 | $135,284 |
| MORGAN STANLEY | P | 1986-02-14 | 2021-06-09 | $464,306 | $50 | $464,256 | $464,256 |
| MORGAN STANLEY | P | 1999-02-04 | 2021-06-09 | $185,723 | $20 | $185,703 | $185,703 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $928,513 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,101 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,101 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,101 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,726 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,726 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,625 | OverpaymentAmt |
| Applied To ES Tax | $2,625 | 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 |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | RICHARD A DEBS | IndividualWithBooksNm |
| Phone | 2127525607 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BEEKMAN PLACE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MR RICHARD A DEBS | ||||||||
| ONE BEEKMAN PLACE | NEW YORK | NY | 10022 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MRS BARBARA K DEBS | ||||||||
| ONE BEEKMAN PLACE | NEW YORK | NY | 10022 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MSELIZABETH A DEBS | ||||||||
| 25 BOWEN STREET | PROVIDENCE | RI | 02903 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MR NICHOLAS A DEBS | ||||||||
| 101 DYER PRINCE ROAD | EASTHAM | MA | 02642 | 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) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,059,251 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $185,988 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,245,239 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,245,239 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,679 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,226,560 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,328 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,328 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,101 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,101 | TotalTaxAmt |
| Distributable Before Adj | $48,227 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,227 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,227 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $778,749 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $778,749 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,227 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $534,989 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $560,458 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $424,628 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $647,527 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $464,278 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,631,880 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $778,749 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,227 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $730,522 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,362,402 | 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 | $534,989 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,827,413 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $560,458 | ExcessFromYear4Amt |
| Excess From Year3 | $424,628 | ExcessFromYear3Amt |
| Excess From Year2 | $647,527 | ExcessFromYear2Amt |
| Excess From Year1 | $464,278 | ExcessFromYear1Amt |
| Excess From Current Year | $730,522 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MR RICHARD A DEBS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABANA | ||||||||
| 150 WEST 28TH STREET SU 801N | NEW YORK | NY | 10001 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | |
| ACLU | ||||||||
| 125 BROAD STREET 18TH FL | NEW YORK | NY | 10004 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | |
| AMERICAN MUSEUM OF TORT LAW | ||||||||
| 654 MAIN ST | WINSTED | CT | 06098 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $7,000 | |
| AMERICAN TASK FORCE FOR LEBANON | ||||||||
| 1100 CONNECTICUT AVE | WASHINGTON | DC | 20036 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | |
| AMERICAN UNIVERSITY IN CAIRO | ||||||||
| 1 ROCKEFELLER PLZ | NEW YORK | NY | 10020 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | |
| AMERICAN UNIVERSITY OF BEIRUT | ||||||||
| 3 DAG HAMMARSKJOLD PLAZA - 8TH | NEW YORK | NY | 10017 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $100,000 | FLOOR |
| AMERICANS FOR PEACE NOW | ||||||||
| 10 TOWER OFFICE PARK | BOSTON | MA | 01801 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | |
| AMIDEAST | ||||||||
| 2025 M ST NW FL 6 | WASHINGTON | DC | 20036 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $250 | |
| APCC (ASSOCIATION TO PRESERVE CAPE COD) | ||||||||
| PO BOX 398 | BARNSTABLE | MA | 02630 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $500 | |
| APPLESEED FOUNDATION | ||||||||
| 727 FIFTEENTH ST NW 11TH FL | WASHINGTON | DC | 20005 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $500 | |
| ARTHIRITS FOUNDATION | ||||||||
| 122 E 42ND STREET | NEW YORK | NY | 10168 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | |
| BARENBOIM SAID FOUNDATION | ||||||||
| 435 RIVERSIDE DRIVE SUIT 122 | NEW YORK | NY | 10025 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | |
| BUTLER HOSPITAL | ||||||||
| 345 BLACKSTONE BLVD | PROVIDENCE | RI | 02906 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $500 | |
| CAPE COD HOSPITAL | ||||||||
| PO BOX 1934 | NORTH EASTHAM | MA | 02651 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $5,000 | |
| CARNEGIE HALL | ||||||||
| 881 7TH AVE | NEW YORK | NY | 10019 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $50,000 | |
| CENTER FOR STUDY OF RESPONSIVE LAW | ||||||||
| PO BOX 19367 | WASHINGTON | DC | 20036 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $3,000 | |
| CHURCHES FOR MIDDLE EAST PEACE | ||||||||
| 110 MARYLAND AVE | WASHINGTON | DC | 20002 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $250 | |
| COLGATE UNIVERSITY | ||||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | |
| COLUMBIA UNIV MEDICAL (SEETRSTEES&DRS) | ||||||||
| 622 WEST 113ST STREET | NEW YORK | NY | 10025 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $10,000 | |
| COLUMBIA UNIVERSITY | ||||||||
| MIDDLE EAST INSTITUTE 606 WEST 122 | NEW YORK | NY | 10027 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | ST 3RD FL SU 301 |
| COLUMBIA UNIVERSITY PRESS | ||||||||
| 622 WEST 113ST STREET | NEW YORK | NY | 10025 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | |
| COUNCIL OF FOREIGN RELATIONS | ||||||||
| 58 E 68TH STREET | NEW YORK | NY | 10065 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $5,000 | |
| DEMOCRACY NOW | ||||||||
| 207 WEST 25TH STREET -- 11TH FLOOR | NEW YORK | NY | 10001 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVENUE 2ND FL | NEW YORK | NY | 10001 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | |
| DOE FUND THE | ||||||||
| 232 EAST 84TH ST | NEW YORK | NY | 10028 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $500 | |
| EISENHOWER FOUNDATION | ||||||||
| 200 SE FOURTH STREET | ABILENE | KS | 67410 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $500 | |
| FEDERATION OF PROTESTANT WELFARE AGENCIES | ||||||||
| 40 BROAD STREET | NEW YORK | NY | 10004 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $10,000 | |
| FELDENKRAIS FOUNDATION | ||||||||
| 134 WEST 26TH STREET 2ND FL | NEW YORK | NY | 10001 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $15,000 | |
| FINANCIAL SERVICES VOLUNTEER CORPS | ||||||||
| 10 E 53RD STREET | NEW YORK | NY | 10022 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | |
| FOUNDATION FOR INDEPENDENT ARTISTS INC | ||||||||
| 159 E 103RD ST 4F | NEW YORK | NY | 10029 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $5,000 | |
| GILDER LEHRMAN INSTITUTE OF AMERICAN HIST | ||||||||
| 49 WEST 45TH STREET | NEW YORK | NY | 10036 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $5,000 | |
| GROUP OF THIRTY | ||||||||
| 1701 K STREET | WASHINGTON | DC | 20006 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $5,000 | |
| HARLEM ACADEMY | ||||||||
| PO BOX 641 | NEW YORK | NY | 10034 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $5,000 | |
| HARLEM SCHOOL OF THE ARTS | ||||||||
| 645 ST NICHOLAS AVE | NEW YORK | NY | 10030 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | |
| HARVARD LAW SCHOOL | ||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $2,000 | |
| HOSPITAL FOR SPECIAL SURGERY | ||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $5,000 | |
| INSTITUTE OF INTERNATIONAL EDUCATION | ||||||||
| 809 UNITED NATIONAL PLAZA | NEW YORK | NY | 10017 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $60,000 | |
| KAUFMANN CENTER | ||||||||
| 129 WEST 67TH | NEW YORK | NY | 10023 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | |
| MACULAR DEGENERATION RESEARCH | ||||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | |
| MARTINA ARROYO FOUNDATION | ||||||||
| 200 CENTRAL PARK | NEW YORK | NY | 10019 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| PO BOX 5028 | HAGERSTOWN | MD | 21741 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | |
| MIDDLE EAST INSTITUTE | ||||||||
| 1761 N STREET NW | WASHINGTON | DC | 20036 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $7,500 | |
| MORGAN STANLEY ANNUAL APPEAL | ||||||||
| 1585 BROADWAY 23RD FLOOR | NEW YORK | NY | 10036 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $5,000 | |
| NAACP | ||||||||
| PO BOX 64983 | BALTIMORE | MD | 21264 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $2,000 | |
| NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY | ||||||||
| 1400 CONSTITUTION AVE NW | WASHINGTON | DC | 20560 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | |
| NEW YORK HISTORICAL SOCIETY | ||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $125,000 | |
| NEW YORK LANDMARKS CONSERVANCY | ||||||||
| ONE WHITEHALL STREET | NEW YORK | NY | 10004 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $2,000 | |
| NEW YORK PRESBYTERIAN HOSPITAL | ||||||||
| JAMES LENOX SOCIETY 654 WEST 170TH | NEW YORK | NY | 10032 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $3,000 | STREET |
| NEW YORK STEM CELL FOUNDATION | ||||||||
| 1995 BROADWAY SUITE 600 | NEW YORK | NY | 10023 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | |
| NEW YORK WEILL CORNELL MEDICAL CENTER | ||||||||
| 525 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $2,000 | |
| NEW YORK WOMEN'S FOUNDATION | ||||||||
| 39 BROADWAY 23RD FL | NEW YORK | NY | 10006 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | |
| ORLEANS CONSERVATION TRUST | ||||||||
| PO BOX 1078 | EAST ORLEANS | MA | 02643 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $20,000 | |
| ORPHEUS CHAMBER ORCHESTRA | ||||||||
| 490 RIVERSIDE DRIVE | NEW YORK | NY | 10027 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | |
| OUTER CAPE HEALTH SERVICES INC | ||||||||
| PO BOX 1413 | WELLSFLEET | MA | 02667 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $2,000 | |
| PARK AVENUE ARMORY | ||||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $2,000 | |
| PHI BETA KAPPA SOCIETY | ||||||||
| 1606 NEW HAMPSHIRE AVE | WASHINGTON | DC | 20036 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $150 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| PRESIDENTS CIRCLE PO BOX 97166 | WASHINGTON | DC | 20090 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $2,000 | |
| POLY PREP COUNTRY DAY SCHOOL | ||||||||
| DEVELOPMENT OFFICE 9216 SEVENTH AVE | BROOKLYN | NY | 11228 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | |
| PRINCETON UNIVERSITY | ||||||||
| GRADUATE SCHOOL ANNUAL GIVING PO | PRINCETON | NJ | 08543 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | BOX 5357 |
| PROVIDENCE PUBLIC LIBRARY | ||||||||
| 150 EMPIRE STREET | PROVIDENCE | RI | 02903 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $100,000 | |
| PUBLIC CITIZEN FOUNDATION | ||||||||
| 1600 20TH STREET NW | WASHINGTON | DC | 20009 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | |
| RHODE ISLAND COMMUNITY FOOD BANK | ||||||||
| 200 NIANTIC AVENUE | PROVIDENCE | RI | 02907 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | |
| ROCKEFELLER UNIVERSITY | ||||||||
| WOMEN SCIENCE 1230 YORK AVE BOX 164 | NEW YORK | NY | 10065 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | |
| SILK ROAD PROJECT INC | ||||||||
| 175 NORTH HARVARD STREET | BOSTON | MA | 02134 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $10,000 | |
| SPAULDING REHABILITATION HOSPITAL | ||||||||
| 311 SERVICE ROAD | EAST SANDWICH | MA | 02537 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $5,000 | |
| SPHINX ORGANIZATION | ||||||||
| GLOBAL HEADQUARTERS 400 RENAISSANCE | DETROIT | MI | 48243 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $3,000 | CENTER SUITE 2550 |
| STOREFRONT ACADEMY HARLEM | ||||||||
| 61 EAST 129TH STREET | NEW YORK | NY | 10035 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | |
| SYNERGOS INSTITUTE | ||||||||
| 3 E 54TH STREET | NEW YORK | NY | 10022 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | |
| THIRD STREET MUSIC SCHOOL SETTLEMENT | ||||||||
| 235 EAST 11TH STREET | NEW YORK | NY | 10003 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $2,000 | |
| TREATMENT ACTION GROUP (TAG) | ||||||||
| 611 BROADWAY -SUITE 308 | NEW YORK | NY | 10012 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $40,000 | |
| US-MIDDLE EAST PROJECT ACCOUNT | ||||||||
| 641 LEXINGTON AVENUE SUITE 1500 | NEW YORK | NY | 10022 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $3,000 | |
| UNITED NEGRO COLLEGE FUND | ||||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 20001 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 | |
| VASSAR COLLEGE | ||||||||
| 124 RAYMOND AVE | POUGHKEEPSIE | NY | 12604 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $110,000 | |
| VNSNY | ||||||||
| 107 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $2,500 | |
| VOLCKER ALLICANCE | ||||||||
| 560 LEXINGTON AVENUE | NEW YORK | NY | 10022 | NONE | TAX EXEMPT | FOR THE ORGANIZATION'S CHARITABLE USE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $778,150 | 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 | $20 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,500 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $316,408 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $337,928 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $337,928 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RICHARD A DEBS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BEEKMAN PLACE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $935,026 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 10100 SHARES MORGAN STANLEY | NoncashPropertyDesc |
| Fair Market Value | $935,026 | FairMarketValueAmt |
| Received | 2021-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $7,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100 SHS CISCO SYSTEMS INC. | $2,370 | $6,337 |
| 100 SHS XILINX INC. | $4,774 | $21,203 |
| 2,000 SHS FREDDIE MAC | $130,826 | $1,660 |
| 490 SHS JPMORGAN CHASE & CO | $48,755 | $77,592 |
| APPLE INC | $16,554 | $71,028 |
| DISCOVER FINL SERVICES | $6,807 | $11,556 |
| HONEYWELL INTERNATIONAL INC | $49,082 | $68,391 |
| MORGAN STANLEY | $689,620 | $758,286 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 100 SHS SPDR DJIA TRUST | AT COST | $10,881 | $36,332 |
| 200 SHS HEALTH CARE SELECT | AT COST | $6,044 | $28,178 |
| ISHARES MSCI EMERGING MKTS | AT COST | $10,593 | $12,213 |
| ISHARES MSCI EAFE GRWTH | AT COST | $15,286 | $22,058 |
| ISHARES US TECHNOLOGY | AT COST | $5,912 | $45,928 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDEND RECEIVABLE | $59 | $100 | $100 |
| CASH RECEIVABLE - JPM | $6,754 | $6,754 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $100 | $0 | $100 |
| OTHER FEES | $499 | $0 | $499 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD A DEBS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BEEKMAN PLACE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $14,000 | $0 | $0 |
| FOREIGN TAX | $44 | $44 | $0 |