ERNEST GEORGE MUELLER AND FRANCIS JOY MUELLER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ERNEST GEORGE MUELLER AND FRANCIS JOY MUELLER FOUNDATION (EIN 20-3063009)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-04
- IRS object ID
- 202233089349101238
- Schema version
- 2021v4.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-04T12:48:13-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111853927 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rivkin Radler LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 926 RXR Plaza | AddressLine1Txt |
| City | Uniondale | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11556 | 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 | 203063009 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNEST GEORGE MUELLER AND FRANCIS JOY MUELLER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ERNE | BusinessNameControlTxt |
| Phone | 5163573367 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O RIVKIN RADLER 926 RXR PLAZA | AddressLine1Txt |
| City | UNIONDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11556 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Warren W Obes | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5163573367 | PhoneNum |
| Signature | 2022-11-03 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Warren | PersonFirstNm |
| Person Last | Obes | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bernadette Kasnicki | PreparerPersonNm |
| PTIN | P02053715 | PTIN |
| Phone | 5163573379 | PhoneNum |
| Preparation | 2022-11-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $85,106 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,340 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,340 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,340 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $112,245 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $501,935 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $112,245 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $6,391 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $118,586 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $118,586 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $12,732 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,221 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,221 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,221 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,407 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,407 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,407 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,800 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,800 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $25,178 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,178 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,378 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $325,178 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,178 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $321,378 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$206,592 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $95,408 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,732 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,544 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $85,106 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $85,106 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $73,445 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $149,010 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $52,567 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $292,566 | TotalAssetsBOYAmt |
| Total Assets EOY | $85,106 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $85,106 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $292,566 | CapitalStockBOYAmt |
| Capital Stock EOY | $85,106 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $292,566 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $85,106 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $292,566 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $85,106 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $292,566 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$206,592 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$868 | OtherIncreasesAmt |
| Subtotal | $85,106 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $85,106 | 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 | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERRILL - BK OF AMER. 4D02 SEE ATTACHED | P | 2021-01-01 | 2021-12-31 | $152,309 | $0 | $145,927 | $6,382 | $0 | $0 | $0 | $6,382 |
| MERRILL - BK OF AMER. 4D02 SEE ATTACHED | P | 2020-01-01 | 2021-12-31 | $349,617 | $0 | $243,763 | $105,854 | $0 | $0 | $0 | $105,854 |
| WASH SALES | P | 2021-01-01 | 2021-12-31 | $9 | $0 | $0 | $9 | $0 | $0 | $0 | $9 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $112,245 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,391 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,326 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,326 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,326 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,800 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$1,800 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $23 | EsPenaltyAmt |
| Overpayment | $451 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $451 | RefundAmt |
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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 | Rivkin Radler LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5163573000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 926 RXR Plaza | AddressLine1Txt |
| City | Uniondale | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11556 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| LOUIS J PAOLILLO | ||||||||
| 2927 ESSEX PLACE | VALLEY STREAM | NY | 11580 | VICE PRESIDENT | 1.00 | $1,000 | $0 | $0 |
| EDWARD G HURLEY | ||||||||
| 144-11 253RD STREET | ROSEDALE | NY | 11422 | DIRECTOR | 1.00 | $1,000 | $0 | $0 |
| WARREN W OBES | ||||||||
| 55 GABRIELLE DRIVE | EAST NORWICH | NY | 11732 | PRESIDENT | 1.00 | $1,000 | $0 | $0 |
| ANNA WELLANDER | ||||||||
| 23 PINETREE DRIVE | FARMINGDALE | NY | 11735 | SECRETARY | 1.00 | $1,000 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,326 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,326 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $321,378 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $321,378 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $36,930 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $58,103 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $161,407 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $173,741 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $182,670 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $612,851 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $321,378 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $321,378 | RemainingDistriFromCorpusAmt |
| Total Corpus | $934,229 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $36,930 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $897,299 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $58,103 | ExcessFromYear4Amt |
| Excess From Year3 | $161,407 | ExcessFromYear3Amt |
| Excess From Year2 | $173,741 | ExcessFromYear2Amt |
| Excess From Year1 | $182,670 | ExcessFromYear1Amt |
| Excess From Current Year | $321,378 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| St Jude's Children's Research Hospital | ||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | PC | General Purposes | $25,000 |
| NYU Winthrop Hospital | ||||||
| 259 First Street | Mineola | NY | 11501 | PC | General Purposes | $25,000 |
| The Children's Hospital of Philadelphia | ||||||
| 3401 Civic Center Blvd | Philadelphia | PA | 19104 | PC | General Purposes | $15,000 |
| The De La Salle School | ||||||
| 87 Pine Street | Freeport | NY | 11520 | PC | General Purposes | $25,000 |
| Children's Hunger Fund | ||||||
| PO Box 7085 | Mission Hills | CA | 91346 | PC | General Purposes | $10,000 |
| Project K9 Hero | ||||||
| 309 Bear Pen Road | Whitewell | TN | 37397 | PC | General Purposes | $5,000 |
| Vested Interest in K9s Inc | ||||||
| PO Box 9 | East Taunton | MA | 02718 | PC | General Purposes | $5,000 |
| Paws of War Inc | ||||||
| 127 Smithtown Blvd | Nesconset | NY | 11767 | PC | General Purposes | $5,000 |
| Raymar's Children Fund | ||||||
| 379 Willow Street | South Hempstead | NY | 11550 | PC | General Purposes | $5,000 |
| Freedom Service Dogs Inc | ||||||
| 7193 S Dillon Ct | Englewood | CO | 80112 | PC | General Purposes | $5,000 |
| Give Me Shelter Project Inc | ||||||
| 47-48 196th St | Flushing | NY | 11358 | PC | General Purposes | $5,000 |
| Salgi Esophageal Cancer Research Foundation | ||||||
| PO Box 1912 | East Greenwich | RI | 02818 | PC | General Purposes | $20,000 |
| Matinecock Masonic Historical Society | ||||||
| 55 Gabrielle Drive | East Norwich | NY | 11732 | PC | General Purposes | $65,000 |
| Matinecock Masonic Historical Society | ||||||
| 55 Gabrielle Drive | East Norwich | NY | 11732 | PC | Scholarship Fund | $4,000 |
| National Audubon Society Inc | ||||||
| 225 Varick Street 7th Fl | New York | NY | 10014 | PC | General Purposes | $3,000 |
| Valley Cats & Friends Animal Rescue | ||||||
| 43 Birch Lane | Valley Stream | NY | 11581 | PC | General Purposes | $5,000 |
| Popcorn for the People | ||||||
| 140 Ethel Road West Ste M | Piscataway | NJ | 08854 | PC | General Purposes | $10,000 |
| The Friends of Sagamore Hill | ||||||
| 20 Sagamore Hill Road | Oyster Bay | NY | 11771 | PC | General Purposes | $3,000 |
| Parkinson's Foundation | ||||||
| 200 SE 1st Street Ste 800 | Miami | FL | 33131 | PC | General Purposes | $20,000 |
| Long Island Cares | ||||||
| 10 Davids Drive | Hauppauge | NY | 11788 | PC | General Purposes | $15,000 |
| Autism Society - NassauSuffolk ASA | ||||||
| PO Box 7472 | Wantagh | NY | 11793 | PC | General Purposes | $20,000 |
| Sea Dart II Inc | ||||||
| 829 Willow Ave Apt 1 | Hoboken | NJ | 07030 | PC | General Purposes | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $112,245 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $112,245 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $112,245 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|
| See Part IV | $152,309 | $145,927 | $6,382 |
| See Part IV | $349,617 | $243,763 | $105,854 |
| See Part IV | $9 | $0 | $9 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Cost basis adjustment | Desc |
| Amt | -$868 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $1,800 | Amt |
| Net Investment Income | $1,800 | NetInvestmentIncomeAmt |