GEORGE B ALLEN AND DIANA ALLEN FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE B ALLEN AND DIANA ALLEN FAMILY FOUNDATION (EIN 22-3661255)
- Tax period
- 2021-06-01 to 2022-05-31
- Filed
- 2022-06-13
- IRS object ID
- 202231649349100303
- Schema version
- 2021v4.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-13T07:52:21-05:00 | ReturnTs |
| Tax Period End | 2022-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223339838 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GB ALLEN CASTRO & ASSOCIATES PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 CHESTNUT RIDGE ROAD SUITE 215 | AddressLine1Txt |
| City | MONTVALE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07645 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223661255 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE AND DIANA ALLEN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 2012627878 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 CHESTNUT RIDGE ROAD 215 | AddressLine1Txt |
| City | MONTVALE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07645 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE ALLEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2012627878 | PhoneNum |
| Signature | 2022-06-13 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GEORGE | PersonFirstNm |
| Person Last | ALLEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE B ALLEN | PreparerPersonNm |
| PTIN | P00429952 | PTIN |
| Phone | 2012627878 | PhoneNum |
| Preparation | 2022-06-13 | PreparationDt |
| 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 | $329,545 | 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 | $120,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,004 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,004 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $7,004 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$112,091 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,192,742 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $2,422 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $2,422 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $17,335 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,004 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $9,426 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $9,693 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,693 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $375 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $375 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,392 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $2,392 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,460 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,460 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,029 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,029 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $66,489 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,489 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$49,154 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,004 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,426 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $60,327 | CashBOYAmt |
| Cash EOY | $26,624 | CashEOYAmt |
| Cash EOYFMV | $26,624 | CashEOYFMVAmt |
| Corporate Stock BOY | $319,198 | CorporateStockBOYAmt |
| Corporate Stock EOY | $294,906 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $260,856 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $42,037 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $42,065 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $42,065 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $421,562 | TotalAssetsBOYAmt |
| Total Assets EOY | $363,595 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $329,545 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $421,562 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $363,595 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $421,562 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $363,595 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $421,562 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $363,595 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $421,562 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$49,154 | ExcessRevenueOverExpensesAmt |
| Subtotal | $372,408 | SubtotalAmt |
| Other Decreases | $8,813 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $363,595 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| OPTIONS | P | 2021-06-01 | 2022-05-31 | $13,954 | $12,750 | $1,204 | $1,204 |
| STOCKS | P | 2021-06-01 | 2022-05-31 | $9,596,051 | $9,683,112 | -$87,061 | -$87,061 |
| STOCKS | P | 2020-06-01 | 2022-05-31 | $582,737 | $608,971 | -$26,234 | -$26,234 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$112,091 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $97 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $97 | SubtotalAmt |
| Tax Based On Investment Income | $97 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $97 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GB ALLEN ASSOCIATES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2012627878 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 CHESTNUT RIDGE ROAD 215 | AddressLine1Txt |
| City | MONTVALE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07645 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GEORGE ALLEN | ||||||||
| 241 CAMBRIDGE OAKS | PARK RIDGE | NJ | 07656 | TRUSTEE | 10.00 | $10,000 | $0 | $0 |
| DIANA ALLEN | ||||||||
| 241 CAMBRIDGE OAKS | PARK RIDGE | NJ | 07656 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $279,085 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,818 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $260,856 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $541,759 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $541,759 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,126 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $533,633 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,682 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,682 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $97 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $97 | TotalTaxAmt |
| Distributable Before Adj | $26,585 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $26,585 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $26,585 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,489 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $56,489 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,585 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $19,432 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $20,649 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,881 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $41,025 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $178,931 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $271,918 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $56,489 | QualifyingDistributionsAmt |
| Applied To Current Year | $26,585 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,904 | RemainingDistriFromCorpusAmt |
| Total Corpus | $301,822 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $19,432 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $282,390 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $20,649 | ExcessFromYear4Amt |
| Excess From Year3 | $11,881 | ExcessFromYear3Amt |
| Excess From Year2 | $41,025 | ExcessFromYear2Amt |
| Excess From Year1 | $178,931 | ExcessFromYear1Amt |
| Excess From Current Year | $29,904 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VARIOUS - SEE ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 EISENHOWER DRIVE | AddressLine1Txt |
| City | PARAMUS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07652 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | VARIOUS | RecipientRelationshipTxt |
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $44,029 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,029 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $7,004 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | -$112,091 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARK MANOR | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $2,422 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$102,665 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$102,665 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
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 | GEORGE ALLEN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 CAMBRIDGE OAKS | AddressLine1Txt |
| City | PARK RIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07656 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $120,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ETRADE | StockNm |
| EOY Book Value | $294,906 | EOYBookValueAmt |
| EOYFMV | $260,856 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARK MANOR REALTY LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $42,065 | BookValueAmt |
| EOYFMV | $42,065 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $8,813 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARK MANOR | Desc |
| Revenue And Expenses Per Books | $2,422 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $2,422 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OUTSIDE SEVICES | $1,000 | $1,000 |
| INVESTMENT MANAGEMET FEES | $8,693 | $8,693 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES - FEDERAL | CategoryTxt |
| Amt | $2,392 | Amt |
| Disbursements Charitable Prps | $2,392 | DisbursementsCharitablePrpsAmt |