JOHN L AND CORRINNE ALPERT FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOHN L AND CORRINNE ALPERT FOUNDATION (EIN 11-3440361)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-03-23
- IRS object ID
- 202230829349101003
- Schema version
- 2020v4.2
- 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 Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-23T15:43:34-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261550036 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNSTEIN ROSEN & COMPANY CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 THIRD AVENUE SUITE 1502 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113440361 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN L AND CORRINNE ALPERT | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2129530500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 292 LAFAYETTE STREET NO 3W | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN L ALPERT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2129530500 | PhoneNum |
| Signature | 2022-03-23 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | ALPERT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BERNSTEIN ROSEN COMPANY CPAS PC | PreparerPersonNm |
| PTIN | P01025069 | PTIN |
| Phone | 2126129700 | PhoneNum |
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 | 2020 | 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 | $153,143 | 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 |
| Dividends Rev And Expnss | $4,666 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,666 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,666 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,862 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,189 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,862 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $7,528 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,528 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,666 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,180 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,180 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $222 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $222 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $117 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $117 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,519 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,519 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,870 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,870 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,389 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,389 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,861 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,528 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,666 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,973 | CashBOYAmt |
| Cash EOY | $3,310 | CashEOYAmt |
| Cash EOYFMV | $3,310 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $500 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $500 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $500 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $68,202 | CorporateStockBOYAmt |
| Corporate Stock EOY | $67,004 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $149,833 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,588 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,588 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $73,675 | TotalAssetsBOYAmt |
| Total Assets EOY | $70,814 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $153,143 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $147,512 | CapitalStockBOYAmt |
| Capital Stock EOY | $147,512 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$73,837 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$76,698 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $73,675 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $70,814 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $73,675 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $70,814 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $73,675 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,861 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $70,814 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $70,814 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PROCTER & GAMBLE CO | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 1998-06-08 | AcquiredDt |
| Sold | 2020-11-02 | SoldDt |
| Gross Sales Price | $4,189 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,327 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,862 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,862 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,862 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $105 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $105 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $105 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $105 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE ALPERT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126129700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 292 LAFAYETTE STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10003 | 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 |
|---|---|---|---|---|---|---|---|---|
| JANE ALPERT | ||||||||
| 292 LAFAYETTE STREET | NEW YORK | NY | 10001 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ABBE LEVIN | ||||||||
| 6924 HEATHERHILL | BETHESDA | MD | 20817 | TRUSTEE | 5.00 | $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 | $142,473 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,161 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $147,634 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $147,634 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,215 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $145,419 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,271 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,389 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,389 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,389 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,666 | CurrentYearAmt |
| Year1 | $4,701 | Year1Amt |
| Year2 | $4,743 | Year2Amt |
| Year3 | $4,879 | Year3Amt |
| Total | $18,989 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,966 | CurrentYearAmt |
| Year1 | $3,996 | Year1Amt |
| Year2 | $4,032 | Year2Amt |
| Year3 | $4,147 | Year3Amt |
| Total | $16,141 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,389 | CurrentYearAmt |
| Year1 | $7,848 | Year1Amt |
| Year2 | $9,433 | Year2Amt |
| Year3 | $10,048 | Year3Amt |
| Total | $37,718 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,389 | CurrentYearAmt |
| Year1 | $7,848 | Year1Amt |
| Year2 | $9,433 | Year2Amt |
| Year3 | $10,048 | Year3Amt |
| Total | $37,718 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,847 | CurrentYearAmt |
| Year1 | $4,799 | Year1Amt |
| Year2 | $4,210 | Year2Amt |
| Year3 | $5,209 | Year3Amt |
| Total | $19,065 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SYRACUSE CTR FOR PEACE | |||||||
| 2013 GENESEE ST | SYRACUSE | NY | 13210 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $100 |
| GUGGENHEIM MUSEUM | |||||||
| 1071 5TH AVENUE | NEW YORK | NY | 10128 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $140 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $210 |
| NEW MUSEUM | |||||||
| 235 BOWERY | NEW YORK | NY | 10002 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $198 |
| NEW YORKERS AGAINST GUN VIOLENCE | |||||||
| PO BOX 3354 | NEW YORK | NY | 10163 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $1,500 |
| NYPR RADIO | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10017 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $412 |
| NYU DEVELOPMENT | |||||||
| 10 LAGUARDIA PLACE | NEW YORK | NY | 10017 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $300 |
| PROTECT THE ADIRONDACKS | |||||||
| PO BOX 48 | JOHNSBURG | NY | 12843 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $350 |
| COMMITTEE TO PROTECT JOURNALISTS | |||||||
| PO BOX 2675 | NEW YORK | NY | 10108 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $250 |
| SWARTHMORE COLLEGE | |||||||
| 500 COLLEGE AVE | SWARTHMORE | PA | 19081 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $500 |
| THE COOPER UNION | |||||||
| 30 COOPER SQ | NEW YORK | NY | 10003 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $1,000 |
| ELIZABETH STREET GARDEN | |||||||
| 1 ELIZABETH ST | NEW YORK | NY | 10012 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $200 |
| THE WHITNEY MUSEUM | |||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $140 |
| THE WILLISTON | |||||||
| 17 HILLSIDE AVE | WILLISTON PARK | NY | 11596 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $522 |
| CITY MEALS | |||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $303 |
| WIKIPEDIA | |||||||
| 1 MONTGOMERY ST | SAN FRANCISCO | CA | 94104 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $100 |
| THE GALEN GIBSON SCHOOL | |||||||
| 77 LANGSFORD ST | GLOUCESTER | MA | 01930 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $400 |
| RAICES | |||||||
| 1305 N FLORES ST | SAN ANTONIO | TX | 78212 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $100 |
| THIRTEEN | |||||||
| 825 EIGTH AVE | NEW YORK | NY | 10019 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $100 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $550 |
| THE SALVATION ARMY | |||||||
| 220 EAST 23RD ST | NEW YORK | NY | 10017 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $450 |
| WBGO | |||||||
| 54 PARK PLACE | NEWARK | NJ | 07102 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $150 |
| NYSTCC | |||||||
| 80 MAPLE AVE | WHITE PLAINS | NY | 10601 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $160 |
| SCHROON LAKE CHAMBER | |||||||
| 1075 US 9 | SCHROON | NY | 12870 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $100 |
| CENTRAL SYNAGOGUE | |||||||
| 652 LEXINGTON AVE | NEW YORK | NY | 10022 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $150 |
| CITY HARVEST | |||||||
| 6 EAST 32ND STREET | NEW YORK | NY | 10016 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $100 |
| FIRST NATIONS DEVELOPMENT INSTITUTE | |||||||
| 4263 MONTGOMERY BLVD | LONGMONT | CO | 80501 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $250 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | |||||||
| 2600 VIRGINIA AVE NW | WASHINGTON | DC | 20037 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $25 |
| UNCHAINED | |||||||
| 208 LENOX AVE | WESTFIELD | NJ | 07090 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $50 |
| NORTH COUNTY PUBLIC RADIO | |||||||
| ST LAWRENCE UNIVERSITY | CANTON | NY | 13617 | NONE | CHARITABLE | VARIOUS CHARITABLE ACTIVITIES | $60 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,870 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,666 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,862 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,528 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,528 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,180 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,180 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GENERAL ELECTRIC | $9,541 | $3,463 |
| IBM | $21,909 | $43,643 |
| PROCTOR & GAMBLE | $35,554 | $102,727 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRADING FEES | Desc |
| Revenue And Expenses Per Books | $117 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $117 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| US TREASURY | $172 | $0 | $0 | $172 |
| DEPT OF LAW | $50 | $0 | $0 | $50 |