STRATEGY STUDIO / PUBLIC DATA EXPLORER

JOSHUA N SOLOMON FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
JOSHUA N SOLOMON FOUNDATION (EIN 20-0263270)
Tax period
2021-05-01 to 2022-04-30
Filed
2022-08-10
IRS object ID
202212229349101211
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-08-10T11:57:32-05:00ReturnTs
Tax Period End2022-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133499413PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BARRY M STRAUSS ASSOC LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1307 FIFTH AVENUE 8TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100166517ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200263270EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOSHUA & GEULA SOLOMON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOSHBusinessNameControlTxt
Phone2127794700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1B STRAUSS ASSOC 307 5TH AVENUE FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100166517ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSHUA N SOLOMONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2127794700PhoneNum
Signature2022-08-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOSHUAPersonFirstNm
Person LastSOLOMONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonARYE RINGELPreparerPersonNm
PTINP00232499PTIN
Phone2127794700PhoneNum
Preparation2022-08-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,313,554FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$17,387DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,387DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$129,531NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$326,588GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$129,531CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$146,922TotalRevAndExpnssAmt
Total Net Invst Incm$146,922TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,050AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,050AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$252InterestRevAndExpnssAmt
Interest Net Invst Incm$252InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$750TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,302TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$252TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,300TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$262,138ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$262,138ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$264,440TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$252TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$263,438TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$117,518ExcessRevenueOverExpensesAmt
Net Investment Income$146,670NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$46SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$67,650SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$67,650SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$773,610CorporateStockBOYAmt
Corporate Stock EOY$588,488CorporateStockEOYAmt
Corporate Stock EOYFMV$1,245,904CorporateStockEOYFMVAmt
Total Assets BOY$773,656TotalAssetsBOYAmt
Total Assets EOY$656,138TotalAssetsEOYAmt
Total Assets EOYFMV$1,313,554TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$773,656CapitalStockBOYAmt
Capital Stock EOY$656,138CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$773,656TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$656,138TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$773,656TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$656,138TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$773,656TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$117,518ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$656,138SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$656,138TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property1,406 SHS VANGUARD TOTAL STOCK MKT ETFPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2018-04-29AcquiredDt
Sold2021-12-16SoldDt
Gross Sales Price$326,588GrossSalesPriceAmt
Cost Or Other Basis$197,057CostOrOtherBasisAmt
Gain Or Loss$129,531GainOrLossAmt
Gains Minus Excess Or Losses$129,531GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$129,531CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,039InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,039SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,039TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,310EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,310TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$271OverpaymentAmt
Applied To ES Tax$271AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2127794700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1B STRAUSS ASSOC 307 5TH AVENUE FL 8AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100166517ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSHUA N SOLOMON
B STRAUSS ASSOC LTD 307 5TH AVENEW YORKNY100166517TRUSTEE1.00$0$0$0
GEULA R SOLOMON
B STRAUSS ASSOC LTD 307 5TH AVENEW YORKNY100166517TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,494,233AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$420,512AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,914,745TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,914,745AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,721CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,886,024NetVlNoncharitableAssetsAmt
Minimum Investment Return$94,301MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$94,301MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,039TaxBasedOnInvestmentIncomeAmt
Total Tax$2,039TotalTaxAmt
Distributable Before Adj$92,262DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$92,262DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$92,262DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$263,438ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$263,438QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$92,262DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$154,250ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$106,836ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$352,955ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$298,239ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$413,937ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,326,217TotalExcessDistributionCyovAmt
Qualifying Distributions$263,438QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$92,262AppliedToCurrentYearAmt
Remaining Distri From Corpus$171,176RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,497,393TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$154,250ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,343,143ExcessDistriCyovToNextYrAmt
Excess From Year4$106,836ExcessFromYear4Amt
Excess From Year3$352,955ExcessFromYear3Amt
Excess From Year2$298,239ExcessFromYear2Amt
Excess From Year1$413,937ExcessFromYear1Amt
Excess From Current Year$171,176ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOSHUA N SOLOMONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
70 FACES MEDIA
520 EIGHT AVENUENEW YORKNY10018GENERAL$19,000
ABRAHAM JOSHUA HESCHEL SCHOOL
20 WEST END AVENEW YORKNY10023GENERAL$82,500
BNEI BRITH CAMP
6443 SW BEAVERTONPORTLANDOR97221GENERAL$1,800
ANSCHE CHESED
251 W 100TH STNEW YORKNY10025GENERAL$5,400
BRADY CENTER TO PREVENT GUN VIOLENCE
840 FIRST ST NE 400WASHINGTONDC20002GENERAL$40,000
CAMPERSHIPS FOR NEBAGAMON
PO BOX 331EAST TROYWI53120GENERAL$1,000
CENTER FOR JEWISH STUDIES - HARVARD UNIVERSITY
45 FRANCIS AVENUECAMBRIDGEMA02138GENERAL$1,800
COALITION FOR THE HOMELESS
129 FULTON STREETNEW YORKNY10038GENERAL$1,000
COLLEGIATE SCHOOL
301 FREEDOM PL SNEW YORKNY10069GENERAL$1,628
COUNCIL OF FOREIGN RELATIONS
58 E 68TH STNEW YORKNY10065GENERAL$500
HENRY STREET SETTLEMENT
265 HENRY STREETNEW YORKNY10002GENERAL$1,000
FOOD BANK NYC
355 FOOD CENTER DRBRONXNY10474GENERAL$1,000
JAPAN SOCIETY
333 E 47TH STNEW YORKNY10017GENERAL$15,000
SHEFA SCHOOL
40 EAST 29TH STREETNEW YORKNY10016GENERAL$3,600
JEWISH COMMUNITY CENTER OF ROCHESTER
334 AMSTERDAM AVENEW YORKNY10023GENERAL$5,000
LADIES VILLAGE IMPROVEMENT SOCIETY
95 MAIN STEAST HAMPTONNY11937GENERAL$500
STEPPING STONE FOUNDATION
62 OAK ROADKATONAHNY10536GENERAL$250
NATURAL RESOUCRCES DEFENSE COUNCIL
40 W 20TH STREET 11THNEW YORKNY10011GENERAL$1,000
NEW YORK COMMUNITY TRUST
909 3RD AVENUENEW YORKNY10022GENERAL$360
PHILLIPS EXETER ACAREMY
20 MAIN STREETEXETERNH03833GENERAL$5,000
SHALOM HARTMAN INSTITUTE OF NA
475 RIVERSIDE DR SUITE 455NEW YORKNY10115GENERAL$6,000
STUDENT CONSERVATION ASSN
1310 N COURHOUSE RD SUITE 110ARLINGTONVA22201GENERAL$1,000
SHARSHERET
10 EAST 40TH STREETNEW YORKNY10016GENERAL$1,800
TEACHER'S COLLEGE
525 WEST 120TH STNEW YORKNY10027GENERAL$12,000
THE TAFT SCHOOL
110 WOODBURY ROADWATERTOWNCT06795GENERAL$1,000
UJA FEDERATION
130 E 59TH STNEW YORKNY10022GENERAL$52,500
VILLAGE PRESERVATION SOCIETY
44 COSDREW LANEEAST HAMPTONNY11937GENERAL$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$262,138TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,387ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$129,531ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$146,922ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$146,922TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBARRY M STRAUSS ASSOC LTDCategoryTxt
Amt$1,050Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,050DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
4,750 SHS MONRO MUFFLER BRAKE INC$19,190$217,218
400 SHS REGENERON PHARMACEUTICALS$8,426$263,644
3,698 SHS VANGUARD TOTAL STOCK MKT$560,872$765,042

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescNYS DEPT OF LAW - FILING FEEDesc
Revenue And Expenses Per Books$250RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryUS TREASURY - EXCISE TAX - NETCategoryTxt
Amt$750Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt