SHELDON H LISCHIN FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SHELDON H LISCHIN FOUNDATION INC (EIN 31-1530694)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2022-12-13
- IRS object ID
- 202233479349100713
- Schema version
- 2019v5.2
- 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
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-13T13:56:13-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060800610 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARM CREDIT EAST ACA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 STATE ROUTE 9H | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 125343819 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311530694 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELDON H LISCHIN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEL | BusinessNameControlTxt |
| Phone | 5183985666 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 656 | AddressLine1Txt |
| City | PINE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12567 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL LISCHIN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5183985666 | PhoneNum |
| Signature | 2022-12-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIRK WILLIAMS | PreparerPersonNm |
| PTIN | P00684110 | PTIN |
| Phone | 8003624404 | PhoneNum |
| Preparation | 2022-12-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $197,633 | 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 | $66 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $66 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,933 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,933 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,546 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,705 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,546 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,545 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,545 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $3,937 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,637 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,564 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,564 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,201 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,564 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,656 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,545 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,333 | CashBOYAmt |
| Cash EOY | $21,001 | CashEOYAmt |
| Cash EOYFMV | $21,001 | CashEOYFMVAmt |
| US Government Obligations BOY | $13,764 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,479 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $20,810 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $86,290 | CorporateStockBOYAmt |
| Corporate Stock EOY | $92,615 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $155,822 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $126,387 | TotalAssetsBOYAmt |
| Total Assets EOY | $122,095 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $197,633 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $210,928 | CapitalStockBOYAmt |
| Capital Stock EOY | $210,928 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$84,541 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$88,833 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $126,387 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $122,095 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $126,387 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $122,095 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $126,387 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,656 | ExcessRevenueOverExpensesAmt |
| Other Increases | $364 | OtherIncreasesAmt |
| Subtotal | $122,095 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $122,095 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| OMNICELL INC | P | 2019-06-25 | 2019-08-27 | $3,528 | $4,310 | -$782 | -$782 |
| CATERPILLAR INC | P | 2018-02-16 | 2019-05-13 | $3,131 | $3,938 | -$807 | -$807 |
| DOW INC | P | 2012-12-31 | 2019-05-13 | $1,716 | $1,081 | $635 | $635 |
| DOWDUPONT INC | P | 2012-12-31 | 2019-05-13 | $3,044 | $2,140 | $904 | $904 |
| FIRST TR NYSE ARCA BIOTEC INDEX FD ETF | P | 2017-05-26 | 2019-10-15 | $6,455 | $5,285 | $1,170 | $1,170 |
| HEALTHEQUITY INC | P | 2018-06-07 | 2019-09-05 | $2,896 | $3,816 | -$920 | -$920 |
| PAYCOM SOFTWARE INC | P | 2018-06-07 | 2019-09-05 | $5,234 | $960 | $4,274 | $4,274 |
| RIO TINTO PLC SPON ADR | P | 2017-02-16 | 2019-05-30 | $4,446 | $3,449 | $997 | $997 |
| ROCKWELL AUTOMATION INC | P | 2017-05-25 | 2019-09-20 | $3,255 | $3,180 | $75 | $75 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,546 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,384 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $171,853 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042967 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,379 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $177,572 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041555 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,788 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $157,759 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049366 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,226 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $154,915 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053100 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,550 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $165,254 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045687 | DistributionYr5Rt |
| Total Distribution | 0.232675 | TotalDistributionRt |
| Average Distribution | 0.046535 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,161 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $333 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $85 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $418 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,564 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $85 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $85 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $85 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $85 | 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 | Yes (1) | 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 |
| Individual With Books | MICHAEL LISCHIN | IndividualWithBooksNm |
| Phone | 5183985666 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 656 | AddressLine1Txt |
| City | PINE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12567 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| GARY LISCHIN | ||||||||
| 19 HOFSTRA DRIVE | FARMINGVILLE | NY | 11738 | MANAGING DIRECT | 1.00 | $0 | $0 | $0 |
| MICHAEL LISCHIN | ||||||||
| 189 JOHNNYCAKE HOLLOW ROAD | PINE PLAINS | NY | 12567 | TREASURER | 1.00 | $0 | $0 | $0 |
| MALISSA LISCHIN | ||||||||
| 174 CARROLL STREET APT 1D | BROOKLYN | NY | 11231 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,240 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,030 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,270 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,270 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,161 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $358 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $358 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $85 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $85 | TotalTaxAmt |
| Distributable Before Adj | $273 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $273 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $273 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,564 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,564 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $85 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,479 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $273 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,386 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,564 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,386 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $178 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $95 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADOPT A CLASSROOM | |||||||
| 110 NORTH 5TH STREET 8TH FLOOR | MINNEAPOLIS | MN | 55403 | NONE | NON-PROFIT 501(C)-3 | PROVIDE EDUCATIONAL MATERIAL AND SUPPLIES | $105 |
| AIKINDALE THOROUGHBRED RESCUE | |||||||
| 323 S QUAKER HILL RD | PAWLING | NY | 12564 | NONE | NON-PROFIT 501(C)-3 | EQUINE PROTECTION | $757 |
| FINGER LAKES THOROUGHBRED ADOPTION PROGR | |||||||
| 5757 ROUTE 96 | FARMINGTON | NY | 14425 | NONE | NON PROFIT | HUMANE CARE OF EQUINE | $379 |
| PANCREATIC CANCER FOUNDATION | |||||||
| 2990 S SEPULVEDA BLVD SUITE 300C | LOS ANGELES | CA | 90064 | NONE | NON-PROFIT 501(C)-3 | SUPPORT OPERATIONAL EXPENSE OF PUBLIC CHARITY | $90 |
| PS 58 PTA | |||||||
| 330 SMITH STREET | BROOKLYN | NY | 11231 | NONE | NON PROFIT | STUDENT SUPPORT | $650 |
| RERUN THOROUGHBRED ADOPTION | |||||||
| 236B WATERS ROAD | EAST GREENBUSH | NY | 12061 | NONE | NON-PROFIT 501(C)-3 | HUMANE CARE OF EQUINE | $757 |
| TEMPLE EMANUEL | |||||||
| 17 LAMOREE RD | RHINEBECK | NY | 12575 | NONE | NON-PROFIT 501(C)-3 | EDUCATIONAL | $1,550 |
| THOROUGHBRED RETIREMENT FOUNDATION | |||||||
| 10 LAKE AVENUE | SARATOGA SPRINGS | NY | 12866 | NONE | NON-PROFIT 501(C)-3 | RESCUE, REHABILITATION, AND RETRAINING OF RETIRED THOROUGHBRED HORSES. | $379 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | NONE | NON PROFIT | SUPPORT OPERATIONAL EXPENSES OF PUBLIC CHARITY | $390 |
| KAUFMAN SCHOLARSHIP FUND | |||||||
| 10 S DEARBORN IL1-0111 | CHICAGO | IL | 60603 | NONE | NON-PROFIT 501(C)-3 | PROVIDING EDUCATIONAL SCHOLARSHIP | $300 |
| NEW VOCATIONS RACEHORSE ADOPTION PROGRAM | |||||||
| 719 DOLAN LANE | LEXINGTON | KY | 40511 | NONE | NON-PROFIT 501(C)-3 | CARE OF RETIRED THOROUGHBRED HORSES | $757 |
| MILLBROOK HORSE TRIALS | |||||||
| PO BOX 893 | MILLBROOK | NY | 12545 | NONE | NON-PROFIT 501(C)-3 | GENERAL EXPENSE | $900 |
| BERKSHIRE HILL EISENBERG CAMP | |||||||
| PO BOX 16 | COPAKE | NY | 12516 | NONE | NON-PROFIT 501(C)-3 | PROGRAM SUPPORT | $1,075 |
| NEW YORK ROAD RUNNERS | |||||||
| 156 WEST 56TH STREET 5TH FLOOR | NEW YORK | NY | 10019 | NONE | NON-PROFIT 501(C)-3 | PROGRAM SUPPORT | $475 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,564 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $66 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,933 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,546 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,545 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,545 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | N/A |
| 4 | N/A |
| 8 | N/A |
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 | TAX PREPARATION | CategoryTxt |
| Amt | $700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK OVERRIDE | StockNm |
| EOY Book Value | $92,615 | EOYBookValueAmt |
| EOYFMV | $155,822 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $8,479 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $20,810 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $2,467 | $0 | $0 |
| MISCELLANEOUS | $1,470 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT | Desc |
| Amt | $364 | Amt |