ERNEST GEORGE MUELLER AND FRANCIS JOY MUELLER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ERNEST GEORGE MUELLER AND FRANCIS JOY MUELLER FOUNDATION (EIN 20-3063009)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349108046
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Gain Loss Sale Other Assets Sch
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T14:44:54-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2020-01-01 | 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 | 2021-10-27 | 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 | 2021-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $365,007 | 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 | $9,095 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,095 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,095 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,038 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $411,135 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,038 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $66,038 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $75,134 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,134 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $75,134 | 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 | $2,261 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,131 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,131 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $8,175 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,175 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $483 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $483 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $517 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $15,436 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,789 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,131 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $202,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $202,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $217,436 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,789 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $205,131 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$142,302 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,345 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $75,134 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,217 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,544 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,544 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $108,685 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $73,445 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $78,919 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $220,745 | CorporateStockBOYAmt |
| Corporate Stock EOY | $149,010 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $212,815 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $80,724 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $52,567 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $55,729 | 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 | $429,371 | TotalAssetsBOYAmt |
| Total Assets EOY | $292,566 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $365,007 | 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 | $429,371 | CapitalStockBOYAmt |
| Capital Stock EOY | $292,566 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $429,371 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $292,566 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $429,371 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $292,566 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $429,371 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$142,302 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,497 | OtherIncreasesAmt |
| Subtotal | $292,566 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $292,566 | 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 | 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 | 2020-01-01 | 2020-01-01 | $125,762 | $0 | $122,883 | $2,879 | $0 | $0 | $0 | $2,879 |
| MERRILL - BK OF AMER. 4D02 SEE ATTACHED | P | 2020-01-01 | 2020-12-31 | $283,638 | $0 | $222,023 | $61,615 | $0 | $0 | $0 | $61,615 |
| ACCRUED MARKET DISCOUNT | P | 2020-01-01 | 2020-12-31 | $0 | $0 | $191 | -$191 | $0 | $0 | $0 | -$191 |
| WASH SALES | P | 2020-01-01 | 2020-12-31 | $1,735 | $0 | $0 | $1,735 | $0 | $0 | $0 | $1,735 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,038 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $66,038 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $880 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $880 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $880 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $787 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $787 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $787 | OriginalReturnTaxPaidAmt |
| Tax Due | $93 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 (5 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 |
| CHARLES E TASTENSEN | ||||||||
| 45 19TH AVENUE | SEA CLIFF | NY | 11579 | 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 |
| EDWARD G HURLEY | ||||||||
| 144-11 253RD STREET | ROSEDALE | NY | 11422 | DIRECTOR | 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 | $452,222 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,837 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $474,059 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $474,059 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,111 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $466,948 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,347 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,347 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $880 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $880 | TotalTaxAmt |
| Distributable Before Adj | $22,467 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,467 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,467 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $205,131 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $205,131 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $205,131 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,467 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $30,289 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $36,930 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $58,103 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $161,407 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $173,741 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $460,470 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $205,131 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,461 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $182,670 | RemainingDistriFromCorpusAmt |
| Total Corpus | $643,140 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $6 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $30,289 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $612,851 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,930 | ExcessFromYear4Amt |
| Excess From Year3 | $58,103 | ExcessFromYear3Amt |
| Excess From Year2 | $161,407 | ExcessFromYear2Amt |
| Excess From Year1 | $173,741 | ExcessFromYear1Amt |
| Excess From Current Year | $182,670 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Long Island Cat Kitten Solution Inc | ||||||
| PO Box 7192 | Freeport | NY | 11520 | PC | General Purposes | $2,000 |
| 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 |
| United States Power Squadron | ||||||
| 10 Firethorne Lane | Valley Stream | NY | 11581 | PC | General Purposes | $10,000 |
| The Children's Hospital of Philadelphia | ||||||
| 3401 Civic Center Blvd | Philadelphia | PA | 19104 | PC | General Purposes | $23,000 |
| The De La Salle School | ||||||
| 87 Pine Street | Freeport | NY | 11520 | PC | General Purposes | $15,000 |
| Children's Hunger Fund | ||||||
| PO Box 7085 | Mission Hills | CA | 91346 | PC | General Purposes | $15,000 |
| Project K9 Hero | ||||||
| 309 Bear Pen Road | Whitewell | TN | 37397 | PC | General Purposes | $2,000 |
| Vested Interest in K9s Inc | ||||||
| PO Box 9 | East Taunton | MA | 02718 | PC | General Purposes | $2,000 |
| 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 | $2,000 |
| Theodore Roosevelt Association | ||||||
| PO Box 719 | Oyster Bay | NY | 11771 | PC | General Purposes | $2,000 |
| Matinecock Masonic Historical Society | ||||||
| 55 Gabrielle Drive | East Norwich | NY | 11732 | PC | General Purposes | $42,000 |
| Matinecock Masonic Historical Society | ||||||
| 55 Gabrielle Drive | East Norwich | NY | 11732 | PC | Scholarship Fund | $3,000 |
| National Audubon Society Inc | ||||||
| 225 Varick Street 7th Fl | New York | NY | 10014 | PC | General Purposes | $2,000 |
| William Koch International Sea Scoup Cup Association Inc | ||||||
| 7101 SW 67th Avenue | Miami | FL | 33143 | PC | General Purposes | $5,000 |
| Valley Cats & Friends Animal Rescue | ||||||
| 43 Birch Lane | Valley Stream | NY | 11581 | PC | General Purposes | $2,000 |
| Paw It Forward | ||||||
| 57 Sunflower Rd | Colorado Springs | CO | 80907 | PC | General Purposes | $2,000 |
| Let's Work For Good Inc | ||||||
| 5 Theodore Drive | East Brunswick | NJ | 08816 | PC | General Purposes | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $202,000 | 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 | $1 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,095 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $66,038 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $75,134 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $75,134 | 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 (4 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|
| See Part IV | $125,762 | $122,883 | $2,879 |
| See Part IV | $283,638 | $222,023 | $61,615 |
| See Part IV | $0 | $191 | -$191 |
| See Part IV | $1,735 | $0 | $1,735 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Statutory Representation | $437 |
| EMA Annual Fee | $80 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Cost basis adjustment | Desc |
| Amt | $5,497 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|
| $83 | $83 |
| $400 | $400 |