HAROLD E HIRSCH FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD E HIRSCH FOUNDATION INC (EIN 13-6160989)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-02-10
- IRS object ID
- 202140419349100414
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-10T15:30:56-06:00 | ReturnTs |
| Tax Period End | 2020-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830618653 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARRELL CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 JERICHO QUADRANGLE STE 220 | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136160989 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAROLD E HIRSCH FOUNDATIONINC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARO | BusinessNameControlTxt |
| Phone | 5163332331 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 610 | AddressLine1Txt |
| City | MILLWOOD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10546 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL KIRSCH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5163332331 | PhoneNum |
| Signature | 2021-01-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER FARRELL | PreparerPersonNm |
| PTIN | P00343121 | PTIN |
| Phone | 5163332331 | PhoneNum |
| Preparation | 2021-01-24 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $1,004,281 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $177 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $177 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $177 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $48,870 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,870 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $48,870 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $77 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,082 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $77 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $49,124 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,124 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $49,047 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,149 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,716 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,167 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,720 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,240 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,480 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $692 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $189 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $189 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,750 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,956 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,086 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,289 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,289 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $71,039 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,956 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,915 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,168 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $49,047 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $45,746 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,749 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,749 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,515 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,700 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,515 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,515 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $471,456 | CorporateStockBOYAmt |
| Corporate Stock EOY | $472,450 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $602,988 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $193,555 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $172,550 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $216,166 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $201,326 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $201,326 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $138,985 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $878 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $878 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $915,783 | TotalAssetsBOYAmt |
| Total Assets EOY | $892,468 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,004,281 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $12,251 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $11,149 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $298 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $12,549 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,149 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $903,234 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $881,319 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $903,234 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $881,319 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $915,783 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $892,468 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $903,234 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,915 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $881,319 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $881,319 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | US WEST COMMUNICATIONS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 1998-06-16 | AcquiredDt |
| Sold | 2020-01-15 | SoldDt |
| Gross Sales Price | $21,082 | GrossSalesPriceAmt |
| Cost Or Other Basis | $21,005 | CostOrOtherBasisAmt |
| Gain Or Loss | $77 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $77 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $77 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $52,142 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,566,072 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033295 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $110,663 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,057,727 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053779 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $104,685 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,073,180 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050495 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $102,806 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,046,321 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050239 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $102,369 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,087,043 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049050 | DistributionYr5Rt |
| Total Distribution | 0.236858 | TotalDistributionRt |
| Average Distribution | 0.047372 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,051,203 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $49,798 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $442 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $50,240 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $66,375 | 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 | $442 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $442 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $442 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,320 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $878 | OverpaymentAmt |
| Applied To ES Tax | $878 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | CO CHRISTOPHER FARRELL CPA | IndividualWithBooksNm |
| Phone | 5163332331 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 JERICHO QUADRANGLE SUITE 220 | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL KIRSCH | ||||||||
| PO BOX 610 | MILLWOOD | NY | 10546 | TRUSTEE | 3.00 | $11,149 | $0 | $0 |
| MARGERY KIRSCH | ||||||||
| PO BOX 610 | MILLWOOD | NY | 10546 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DANIEL KIRSCH | ||||||||
| PO BOX 610 | MILLWOOD | NY | 10546 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| REBECCA KIRSCH | ||||||||
| PO BOX 610 | MILLWOOD | NY | 10546 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JONATHAN KIRSCH | ||||||||
| PO BOX 610 | MILLWOOD | NY | 10546 | TRUSTEE | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE NUMBER OF DIRECT CHARITIES RECEIVING CONTRIBUTIONS WAS APPROX 49. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $1,019,855 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,748 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,608 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,067,211 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,067,211 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,008 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,051,203 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,560 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,560 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $442 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $442 | TotalTaxAmt |
| Distributable Before Adj | $52,118 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,118 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,118 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,375 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $66,375 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $442 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $65,933 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,118 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,571 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,375 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,571 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,118 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,686 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,686 | 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 | $5,686 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $5,686 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | M KIRSCH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 610 | AddressLine1Txt |
| City | MILLWOOD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5163332331 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORM/INFO RELATING TO CHARITY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADL | |||||||
| 605 THIRD AVENUE 9TH FLOOR | NEW YORK | NY | 10158 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $1,580 | |
| ALPHA PHI FOUNDATION | |||||||
| 1930 SHERMAN AVENUE | EVANSTON | IL | 602013214 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $50 | |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 910 | NEW YORK | NY | 101010910 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $100 | |
| AMERICAN RED CROSS | |||||||
| PO BOX 807 | NEW YORK | NY | 101130807 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $200 | |
| ANIMAL MEDICAL CENTER | |||||||
| 510 EAST 62ND ST | NEW YORK | NY | 10065 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $500 | |
| BENEDICTINE HEALTH FOUNDATION | |||||||
| 105 MARYS AVENUE | KINGSTON | NY | 12401 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $250 | |
| CENTER FOR JEWISH HISTORY | |||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 101141201 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $100 | |
| CHAPPAQUA SCHOOL FOUNDATION | |||||||
| PO BOX 202 | CHAPPAQUA | NY | 10514 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $200 | |
| CONGREGATION SONS OF ISRAEL | |||||||
| 1666 PLEASANTVILLE ROAD | BRIARCLIFF MANOR | NY | 10510 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $26,354 | |
| DAMON RUNYON CANCER RESEARCH FOUNDATION | |||||||
| 1 EXCHANGE PLACE STE 302 | NEW YORK | NY | 10006 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $200 | |
| DEPARTMENT OF ORTHOPEDIC SURGERY NYU MEDICAL CENTER | |||||||
| 530 FIRST AVENUE | NEW YORK | NY | 10016 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $1,000 | |
| DRESS FOR SUCCESS | |||||||
| 32 EAST 31ST STREET 7TH FLOOR | NEW YORK | NY | 10016 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $100 | |
| FEEDING WESTCHESTER | |||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $100 | |
| HEIFER INTERNATIONAL | |||||||
| PO BOX 8058 | LITTLE ROCK | AR | 72203 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $100 | |
| HISTORIC HUDSON VALLEY DEVELOPMENT OFFICE | |||||||
| 639 BEDFORD ROAD | POCANTICO HILLS | NY | 10591 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $2,200 | |
| HOFSTRA CULTURAL ARTS CENTER | |||||||
| HOFSTRA UNIVERSITY | HEMPSTEAD | NY | 11549 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $500 | |
| HOPE'S DOOR | |||||||
| PO BOX 203 | PLEASANTVILLE | NY | 10570 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $100 | |
| HORACE GREELEY SCHOLARSHIP | |||||||
| PO BOX 242 | CHAPPAQUA | NY | 10514 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $200 | |
| HUDSON RIVER SLOOP CLEARWATER INC | |||||||
| 724 WALCOTT AVENUE | BEACON | NY | 12508 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $100 | |
| JACOB BURNS FILM CENTER | |||||||
| PO BOX 378 | PLEASANTVILLE | NY | 10570 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $120 | |
| JUNIOR LEAGUE OF NORTHERN WESTCHESTER | |||||||
| 43 KENSICO DRIVE 1ST FL | MOUNT KISCO | NY | 10549 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $100 | |
| MAKING HEADWAY FOUNDATION | |||||||
| 115 KING ST | CHAPPAQUA | NY | 10514 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $250 | |
| MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY INC RESOURCE DEVELOPMENT | |||||||
| PO BOX 2304 | KINGSTON | NY | 12401 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $250 | |
| MENTAL HEALTH ASSOCIATION OF WESTCHESTER | |||||||
| 580 WHITE PLAINS RD 510 | TARRYTOWN | NY | 10591 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $250 | |
| MOUNT KISCO CHILD CARE CENTER | |||||||
| 95 RADIO CIRCLE DRIVE | MOUNT KISCO | NY | 10549 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $300 | |
| MOUNT KISCO INTERFAITH FOOD PANTRY INC | |||||||
| PO BOX 834 | MOUNT KISCO | NY | 10549 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $200 | |
| MYSTIC SEAPORT MUSEUM | |||||||
| 75 GREENMANVILLE AVE PO BOX 6000 | MYSTIC | CT | 06355 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $300 | |
| NEW ENGLAND AQUARIUM | |||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $200 | |
| NEW YORK BOTANICAL GARDEN | |||||||
| PO BOX 30703 | NEW YORK | NY | 10087 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $250 | |
| NEW YORK MEDICAL COLLEGE SCHOOL OF MEDICINE ALUMNI ASSOCIATION | |||||||
| 40 SUNSHINE COTTAGE RD | VALHALLA | NY | 10595 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $150 | |
| NEW YORK PUBLIC RADIO | |||||||
| PO BOX 1550 | NEW YORK | NY | 10116 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $50 | |
| NORTHERN WESTCHESTER HOSPITAL FOUNDATION | |||||||
| 400 EAST MAIN STREET | MOUNT KISCO | NY | 10549 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $2,500 | |
| PACE UNIVERSITY GIFT PROCESSING CENTER | |||||||
| PO BOX 419268 | BOSTON | MA | 02241 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $150 | |
| SIERRA CLUB | |||||||
| 2101 WEBSTER STREET SUITE 1300 | OAKLAND | CA | 94612 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $100 | |
| SIGMA THETA TAU INTERNATIONAL | |||||||
| 550 W NORTH STREET | INDIANAPOLIS | IN | 46202 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $150 | |
| SKIDMORE COLLEGE | |||||||
| OFFICE OF ALUMNI AFFAIRS | SARATOGA SPRINGS | NY | 12866 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $2,500 | |
| TEATOWN | |||||||
| 1600 SPRING VALLEY ROAD | OSSINING | NY | 10562 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $85 | |
| TEMPLE EMANUEL | |||||||
| 385 WARD STREET | NEWTON | MA | 02459 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $4,550 | |
| TEMPLE UNIVERSITY | |||||||
| PO BOX 71340 | PHILADELPHIA | PA | 19176 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $500 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA THE PENN FUND | |||||||
| 601 FRANKLIN BLDG 3451 WALNUT ST | PHILADELPHIA | PA | 19104 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $4,600 | |
| TUCK SCHOOL OF BUSINESS | |||||||
| 100 TUCK HALL | HANOVER | NH | 03755 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $100 | |
| UNION COLLEGE | |||||||
| 807 UNION STREET | SCHENECTADY | NY | 12308 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $1,500 | |
| UNION COLLEGE HILLEL | |||||||
| REAMER COLLEGE CAMPUS CENTER UNION | SCHENECTADY | NY | 12308 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $150 | COLLEGE |
| WBUR 909 FM | |||||||
| BOSTON UNIVERSITY 890 COMMONWEALTH | BOSTON | MA | 02215 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $100 | AVE 3RD FLOOR |
| WCNY | |||||||
| PO BOX 2400 | SYRACUSE | NY | 132202400 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $100 | |
| WESTCHESTER COMMUNITY COLLEGE FOUNDATION | |||||||
| HARTFORD HALL - 75 GRASSLANDS ROAD | VALHALLA | NY | 10595 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $150 | |
| WESTCHESTER-PUTNAM COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 41 SAW MILL RIVER ROAD | HAWTHORNE | NY | 10532 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $100 | |
| WESTMORELAND SANCTUARY INC | |||||||
| 260 CHESTNUT RIDGE ROAD | MOUNT KISCO | NY | 10549 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $100 | |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | NONE | CONTRIBUTIONS ARE GIVEN TO CHARITABLE ORGANIZATIONS TO ALLOW THEM TO PURSUE THEIR CHARITABLE PURPOSE. | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,289 | 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 | $177 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,870 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $77 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $49,124 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,124 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,720 | Amt |
| Net Investment Income | $1,240 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,480 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| $30,000 NEWMONT MINING CORP | $25,908 | $39,623 |
| $50,000 AT&T INC | $47,081 | $57,687 |
| $50,000 GOLDMAN SACHS 5.25% | $49,998 | $51,795 |
| $48,000 GOLDMAN SACHS 6.45% | $49,563 | $67,061 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 675 SHS AT&T INC | $24,865 | $18,239 |
| 175 SHS PEPSICO | $24,004 | $23,326 |
| 200 SHS GENUINE PARTS CO | $18,010 | $18,086 |
| 700 SHS BRISTOL MEYERS SQUIBB CO | $33,626 | $40,915 |
| 320 SHS ABBVIE | $24,693 | $27,232 |
| 1,000 SHS APOLLO GLOBAL MANAGEMENT | $26,722 | $36,860 |
| 500 SHS FORD CORP NEW | $5,745 | $3,865 |
| 1,000 SHS WELLS FARGO 5.5% PFD | $26,176 | $25,470 |
| 1,500 SHS FORD CORP NEW | $18,061 | $11,595 |
| 375 SHS VERIZON | $17,143 | $21,371 |
| 550 SHS ROYAL DUTCH SHELL | $31,094 | $13,283 |
| 800 SHS PFIZER | $27,969 | $28,384 |
| 500 SHS VERIZON | $28,390 | $28,495 |
| 700 SHS ALTRIA GROUP | $24,411 | $25,256 |
| 587 SHS VERIZON COMMUNICATIONS | $22,881 | $33,453 |
| 3,400 SHS PUBLIC SERVICE ENTERPRISE GROU | $51,318 | $197,710 |
| 332 SHS BANK OF AMERICA CORP | $12,493 | $7,869 |
| 440 SHS ASTRAZENECA PLC ADS | $10,178 | $22,070 |
| 722 SHS AT&T INC | $22,774 | $19,508 |
| 2 SHS SEADRILL LTD | $21,897 | $1 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 842 SHS PITNEY BOWES INC 6.7% | FMV | $20,004 | $16,074 |
| 2,243 SHS FT-PREFERRED SECUR & INC ETF | FMV | $45,269 | $42,998 |
| 1,785 SHS INVESCO PFD | FMV | $25,085 | $26,132 |
| 1,902 SHS COHEN & STEERS REIT & PFD | FMV | $51,248 | $36,404 |
| 1,882.709 SHS FIRST TRUST ENERGY | FMV | $59,720 | $17,377 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FEDERAL TAX | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $878 | EOYBookValueAmt |
| EOYFMV | $878 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $41 | $0 | $0 | $41 |
| OFFICE SUPPLIES | $148 | $0 | $0 | $148 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED FEDERAL TAX | Desc |
| BOY Book Value | $298 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STATE | $250 | $0 | $0 | $250 |
| FEDERAL TAX | $442 | $0 | $0 | $0 |