MURIEL F SIEBERT FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MURIEL F SIEBERT FOUNDATION INC (EIN 13-6266367)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349107494
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T15:39:45-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131459550 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAZARS USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 WEST 50TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100200002 | 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 | 136266367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MURIEL F SIEBERT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MURI | BusinessNameControlTxt |
| Phone | 9175398015 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 543 EIGHTH AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100184302 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MURIEL F SIEBERT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9175398015 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MURIEL | PersonFirstNm |
| Person Last | SIEBERT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA GONZALEZ | PreparerPersonNm |
| PTIN | P00716195 | PTIN |
| Phone | 2128127000 | 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 | 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 | $17,080,051 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $57 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $57 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $660,355 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $660,355 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $568,562 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,233,519 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $568,562 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,228,974 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,228,974 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $82,541 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $82,541 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $54,094 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $54,094 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $24,800 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $18 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $18 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,861 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,279 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,531 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,531 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,221 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,221 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $191,066 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,297 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $178,187 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $656,375 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $656,375 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $847,441 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,297 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $834,562 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $381,533 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,225,677 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,747,731 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,382,429 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,382,429 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,179,006 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,631,006 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,697,622 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $12,926,737 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,013,435 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,080,051 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,926,737 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,013,435 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,926,737 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,013,435 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,926,737 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,013,435 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,926,737 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $381,533 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,705,165 | OtherIncreasesAmt |
| Subtotal | $15,013,435 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,013,435 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 50000 SHS SEIBERT FINL CORP | D | 2018-09-11 | 2021-02-02 | $766,924 | $210,012 | $556,912 | $556,912 |
| 1305000 UST BILL DUE 4/15/21 | P | 2021-04-15 | $1,304,961 | $1,304,961 | $0 | $0 | |
| 150000 UST BILL DUE 4/15/21 | P | 2021-02-03 | $149,984 | $149,984 | $0 | $0 | |
| CAPITAL GAINS DIVIDENDS | P | $11,650 | $11,650 | $11,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $568,562 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,037 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,037 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,037 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,600 | 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 | $9,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $96 | EsPenaltyAmt |
| Tax Due | $7,533 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9175398015 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 543 EIGHTH AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100184302 | 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JANE H MACON | |||||||||
| C/O BRACEWELL LLP 300 CONVENT ST | SUITE 2700 | SAN ANTONIO | TX | 78205 | VICE PRESIDENT/TREASURER | 10.00 | $27,514 | $0 | $0 |
| JUNE JAFFEE | |||||||||
| 180 EAST 79TH STREET | NEW YORK | NY | 10021 | SECRETARY | 10.00 | $27,514 | $0 | $0 | |
| PATRICIA L FRANCY | |||||||||
| 35 CLAREMONT AVENUE APT 5 SOUTH | NEW YORK | NY | 10027 | PRESIDENT | 1.00 | $27,513 | $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 | $14,798,787 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,210,973 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,009,760 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,009,760 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $255,146 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,754,614 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $837,731 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $837,731 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,037 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,037 | TotalTaxAmt |
| Distributable Before Adj | $820,694 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $820,694 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $820,694 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $834,562 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $834,562 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $820,694 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $110,107 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,046 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $129,317 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $271,470 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $834,562 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $820,694 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,868 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $285,338 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $285,338 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $110,107 | ExcessFromYear3Amt |
| Excess From Year2 | $32,046 | ExcessFromYear2Amt |
| Excess From Year1 | $129,317 | ExcessFromYear1Amt |
| Excess From Current Year | $13,868 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JANE H MACON | ContributingManagerNm |
| Contributing Manager | JUNE JAFFEE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AFTER-SCHOOL ALL-STARS | ||||||||
| 5900 WILSHIRE BLVD STE 2000 | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| ALAMO COLLEGES FOUNDATION | ||||||||
| 2222 N ALAMO ST | SAN ANTONIO | TX | 78215 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| AMERICAN FRIENDS OF LUDWIG FDTN | ||||||||
| 9 E 69TH STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| ANIMAL MEDIAL CENTER | ||||||||
| 510 E 62ND ST | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| ASSOCIATED SERVICE FOR THE BLIND | ||||||||
| 919 WALNUT STREET | PHILADELPHIA | PA | 19107 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 | |
| ATTICUS CIRCLE | ||||||||
| 515 CONGRESS AVE | AUSTIN | TX | 78701 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| BLESSED SACRAMENT | ||||||||
| 152 WEST 71ST ST | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| BRACKENRIDGE PARK CONSERVANCY | ||||||||
| PO BOX 6311 | SAN ANTONIO | TX | 78209 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,500 | |
| BRISCOE MUSEUM | ||||||||
| 210 W MARKET STREET | SAN ANTONIO | TX | 78205 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| CALLAWAY ARTS & ENTERTAINMENT INC | ||||||||
| 41 UNION SQ W | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,337 | |
| CATHOLIC CHARITIES | ||||||||
| 2050 BALLENGER AVE SUITE 400 | ALEXANDRIA | VA | 22314 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $4,000 | |
| CENTER FOR HEALTHCARE SERVICE | ||||||||
| 6800 PARK TEN BLVD STE 200-S | SAN ANTONIO | TX | 78213 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| CHILDREN'S TUMOR FOUNDATION | ||||||||
| PO BOX 7247 | PHILADELPHIA | PA | 19170 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 | |
| COLUMBIA COMMUNITY SERVICE | ||||||||
| 309 LOW LIBRARY 535 WEST 116TH | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | STREET |
| COPS METRO EDUCATION | ||||||||
| 1511 SALTILLO ST | SAN ANTONIO | TX | 78207 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $12,000 | |
| DRESS FOR SUCCESS | ||||||||
| 32 EAST 31ST STREET | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| DUKE UNIVERSITY SCHOOL | ||||||||
| PO BOX 90581 | DURHAM | NC | 27710 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| ECONOMIC CLUB | ||||||||
| 1156 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |
| EL EDUCATION | ||||||||
| 7 N PLEASANT ST 3RD FLOOR | AMHERST | MA | 01002 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| ELEANOR ROOSEVELT VAL-KILL PARTNERSHIP | ||||||||
| 4097 ALBANY POST ROAD C/O THE | HYDE PARK | NY | 12538 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | BELLEFIELD MANSION |
| FERAL CAT COALITION OF OREGON | ||||||||
| 4522 S WATER AVE | PORTLAND | OR | 97239 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| FREE FLIGHT EXOTIC BIRD SANCTUARY | ||||||||
| 2132 JIMMY DURANTE BLVD | DEL MAR | CA | 92014 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| GEMINI INK | ||||||||
| 1111 NAVARRO ST | SAN ANTONIO | TX | 78205 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,500 | |
| GIRL SCOUTS | ||||||||
| PO BOX 5046 | NEW YORK | NY | 10087 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| GLOBAL CAMPS AFRICA | ||||||||
| 700 12TH STREET SUITE 88 | LYNCHBURG | VA | 24504 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $4,000 | |
| GREATER SAN ANTONIO AFTER SCHOOL | ||||||||
| 2006 W COMMERCE ST | SAN ANTONIO | TX | 78207 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| GREATER SAN ANTONIO CHAMBER OF COMMERCE | ||||||||
| 602 E COMMERCE ST | SAN ANTONIO | TX | 78205 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,500 | |
| HAMPTON BAYS BEAUTIFICATION | ||||||||
| PO BOX 682 | HAMPTON BAYS | NY | 11946 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| HAMPTON CLASSIC HORSE SHOW | ||||||||
| PO BOX 3013 | BRIDGEHAMPTON | NY | 11932 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $13,738 | |
| HEREDITARY DISEASE FOUNDATION | ||||||||
| 601 WEST 168TH STREET SUITE 54 | NEW YORK | NY | 10032 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| IMPACT SAN ANTONIO FOUNDATION | ||||||||
| 24165 W INTERSTATE 10 STE 217-462 | SAN ANTONIO | TX | 78257 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| INTERNATIONAL WOMEN'S FOR FORUM LEADERSHIP | ||||||||
| 1155 15TH STREET NW SUITE 1000 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 | |
| IRISH REPERTORY THEATRE | ||||||||
| 132 WEST 22ND STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| JA USA | ||||||||
| ONE EDUCATION WAY | COLORADO SPRINGS | CO | 80906 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| JA WORLDWIDE INC | ||||||||
| BOX 83417 | WOBURN | MA | 01813 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |
| KLRN NEWS & PUBLIC AFFAIR | ||||||||
| 501 BROADWAY | SAN ANTONIO | TX | 78215 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| LA PRENSA FOUNDATION | ||||||||
| 816 CAMARON ST SUITE 104 | SAN ANTONIO | TX | 78212 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| LAS MISIONES | ||||||||
| 816 CAMARON ST SUITE 104 | SAN ANTONIO | TX | 78212 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| LATINO LEADERS NETWORK | ||||||||
| 1101 17TH ST NW SUITE 607 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| LBJ FOUNDATION | ||||||||
| 2313 RED RIVER ST | AUSTIN | TX | 78705 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| LEWIS & CLARK COLLEGE | ||||||||
| 615 S PALATINE HILL ROAD | PORTLAND | OR | 97219 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | |
| MARJORIE'S FUND | ||||||||
| 229 EAST 85TH STREET 1656 | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 | |
| MEDIA CARES FOUNDATION | ||||||||
| 603 W 115TH ST PMB 371 | NEW YORK | NY | 10025 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $6,000 | |
| MIND SCIENCE FOUNDATION | ||||||||
| 4007 MCCULLOUGH 452 | SAN ANTONIO | TX | 78212 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| MUSIC CENTER FOUNDATION | ||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| MUSICAL BRIDGE AROUND THEATER | ||||||||
| 23705 FRONTAGE RD SUITE 101 | SAN ANTONIO | TX | 28257 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| NATIONAL BREAST CANCER | ||||||||
| 7460 WARREN PKWY SUITE 150 | FRISCO | TX | 75034 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| NEW YORK PRESBYTERIAN HOSPITAL | ||||||||
| 850 THIRD AVENUE 12TH FLOOR | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| NORTHEAST BUSINESS GROUP | ||||||||
| 80 PINE ST 29TH FLOOR | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |
| NYC OUTWARD BOUND CENTER INC | ||||||||
| 2946 NORTHERN BLVD | NEW YORK | NY | 11101 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $26,000 | |
| PARRISH ART MUSEUM | ||||||||
| 279 MONTAUK HIGHWAY | WATER MILL | NY | 11976 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| PLANNED PARENTHOOD | ||||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 | |
| ROADRUNNER FOUNDATION | ||||||||
| 1 UTSA CIR | SAN ANTONIO | TX | 78249 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| ROOM TO READ | ||||||||
| 465 CALIFORNIA ST SUITE 1000 | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| SAISD FOUNDATION | ||||||||
| 2411 SAN PEDRO AVE | SAN ANTONIO | TX | 78212 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,500 | |
| SAN ANTONIO BAR ASSN | ||||||||
| PO BOX 831165 | SAN ANTONIO | TX | 78283 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |
| SAN ANTONIO BOTANICAL GARDENS | ||||||||
| 555 FUNSTON PLACE | SAN ANTONIO | TX | 78209 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| SAN ANTONIO BRANCH NAACP | ||||||||
| 2803 E COMMERCE ST | SAN ANTONIO | TX | 78203 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| SAN ANTONIO FOOD BANK | ||||||||
| 5200 ENRIQUE M BARRERA PKWY | SAN ANTONIO | TX | 78227 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,800 | |
| SAN ANTONIO FOUNDATION FOR FREE ENTERPRISE | ||||||||
| 602 E COMMERCE ST | SAN ANTONIO | TX | 78205 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| SAN ANTONIO PARKS FOUNDATION | ||||||||
| 400 N SAINT MARYS STREET SUITE 101 | SAN ANTONIO | TX | 78205 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| SAN ANTONIO PUBLIC LIBRARY | ||||||||
| 600 SOLEDAD ST | SAN ANTONIO | TX | 78205 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| SAN ANTONIO WOMENS CHAMBER | ||||||||
| 602 E COMMERCE ST | SAN ANTONIO | TX | 78205 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| SAN ANTONIO YOUTH LITERACY | ||||||||
| 2527 RIM OAK | SAN ANTONIO | TX | 78232 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| SAN ANTONIO ZOO | ||||||||
| 3903 N ST MARYS STREET | SAN ANTONIO | TX | 78212 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $21,500 | |
| SEGUIMOS ADELANTE | ||||||||
| PO BOX 3571 | EL PASO | TX | 79923 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| SHE'S THE FIRST | ||||||||
| 590 AVENUE OF THE AMERICAS 8TH | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | FLOOR |
| SOUTHAMPTON ARTS CENTER | ||||||||
| 25 JOBS LN | SOUTHAMPTON | NY | 11968 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| SOUTHAMPTON VILLAGE BENEV | ||||||||
| 12 EASTERLY RD | HAMPTON BAYS | NY | 11946 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| SOUTHWEST SCHOOL OF ART | ||||||||
| 300 AUGUSTA ST | SAN ANTONIO | TX | 78205 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,500 | |
| SPECIAL REACH INC | ||||||||
| 6851 CITIZENS PKWY SUITE 220 | SAN ANTONIO | TX | 78229 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 | |
| ST JOHNS URBAN LAND INST | ||||||||
| 500 LENFANT PLAZA SW | WASHINGTON | DC | 20024 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,400 | |
| TEXAS 2036 | ||||||||
| 3963 MAPLE AVENUE SUITE 290 | DALLAS | TX | 75219 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| TEXAS AGGI CORPS | ||||||||
| 1134 FINFEATHER RD | BRYAN | TX | 77803 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| THE RETREAT | ||||||||
| 13 GOODFRIEND DRIVE | EAST HAMPTON | NY | 11937 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $7,000 | |
| THE TRUSTEES OF COLUMBIA UNIVERSITY | ||||||||
| 535 W 116TH STREET | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| TRAVIS PARK CHURCH | ||||||||
| 230 EAST TRAVIS STREET | SAN ANTONIO | TX | 78205 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 | |
| UNIVERSITY HEALTH SYSTEM | ||||||||
| 4502 MEDICAL DRIVE | SAN ANTONIO | TX | 78229 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| UNIVERSITY OF TEXAS LAW SCHOOL | ||||||||
| 727 E DEAN KEETON STREET | AUSTIN | TX | 78705 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,600 | |
| WITTE MUSEUM | ||||||||
| 3801 BROADWAY | SAN ANTONIO | TX | 78209 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 | |
| WOMEN'S FORUM | ||||||||
| 59 E 54TH ST 81 | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $656,375 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $660,355 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $568,562 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,228,974 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,228,974 | 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 | $24,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEE ATTACHED SCHEDULE - STOCKS | $5,747,035 | $9,899,123 |
| SEE ATTACHED SCHEDULE - MUTUAL FUNDS | $6,883,971 | $4,798,499 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $54,094 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $54,094 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $2,347 | $0 | $2,347 |
| NYS DEPT OF LAW | $1,500 | $0 | $1,500 |
| MISCELLANEOUS | $1,039 | $0 | $1,039 |
| BANK FEES | $428 | $0 | $428 |
| PRINTING | $107 | $0 | $107 |
| OFFICE SERVICE | $7,800 | $0 | $7,800 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJ - CONTRIBUTION | Desc |
| Amt | $1,705,165 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $9,582 | $0 | $0 |
| FOREIGN TAX | $3,279 | $3,279 | $0 |