THE ELAINE M AND MYRON J@COHN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE ELAINE M AND MYRON J@COHN FAMILY FOUNDATION (EIN 30-0047252)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-13
- IRS object ID
- 202021959349101307
- Schema version
- 2019v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T10:30:39-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141731700 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL A TOBIN & ASSOCIATES CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 BRITISH AMERICAN BLVD | AddressLine1Txt |
| City | LATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300047252 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ELAINE M AND MYRON J COHN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELAI | BusinessNameControlTxt |
| Phone | 3128321515 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 38196 | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 122038196 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN W MYERS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2020-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL A TOBIN II | PreparerPersonNm |
| PTIN | P00248170 | PTIN |
| Phone | 5187833100 | PhoneNum |
| Preparation | 2020-07-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $498,316 | 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 | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $14 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $12,238 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,238 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $12,238 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,893 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,213 | GrossSalesPriceAmt |
| Total Rev And Expnss | $17,145 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,252 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $12,252 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,725 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,725 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,725 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $185 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $200 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $200 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,110 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,925 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,925 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,925 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,110 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,925 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,925 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,925 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,965 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,327 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,327 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,565 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,920 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,920 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $153,680 | CorporateStockBOYAmt |
| Corporate Stock EOY | $141,360 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $459,945 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $12,142 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,142 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $31,451 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $167,387 | TotalAssetsBOYAmt |
| Total Assets EOY | $160,422 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $498,316 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $167,387 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $160,422 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $167,387 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $160,422 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $167,387 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $160,422 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $167,387 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,965 | ExcessRevenueOverExpensesAmt |
| Subtotal | $160,422 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $160,422 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,045 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $426,895 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046955 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,901 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $413,759 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045681 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,772 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $377,048 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044482 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,280 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $381,210 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055822 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,746 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $366,853 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056551 | DistributionYr5Rt |
| Total Distribution | 0.249491 | TotalDistributionRt |
| Average Distribution | 0.049898 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $458,044 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $22,855 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $103 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $22,958 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $23,925 | 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 | $103 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $103 | SubtotalAmt |
| Tax Based On Investment Income | $103 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $103 | TaxDueAmt |
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 |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 |
| Individual With Books | JOHN W MYERS | IndividualWithBooksNm |
| Phone | 3128281100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 609 CEDAR STREET | AddressLine1Txt |
| City | WINNETKA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN W MYERS | ||||||||
| 609 CEDAR STREET | WINNETKA | IL | 60093 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| WILLIAM S MYERS | ||||||||
| 107 KRUMKILL CT EAST | ALBANY | NY | 122081333 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $455,743 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,276 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $465,019 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $465,019 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,975 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $458,044 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,902 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,902 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $103 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $103 | TotalTaxAmt |
| Distributable Before Adj | $22,799 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,799 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,799 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,925 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $23,925 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $103 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $23,822 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,799 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $984 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $984 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,925 | QualifyingDistributionsAmt |
| Applied To Current Year | $22,799 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,126 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,110 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,110 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $984 | ExcessFromYear4Amt |
| Excess From Current Year | $1,126 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM MYERS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 KRUMKILL CT EAST | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 122081333 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5184734076 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| UNION COLLEGE | ||||||
| 807 UNION STREET | SCHENECTADY | NY | 12308 | EXEMPT | SCHOLARSHIP FUNDING | $1,000 |
| ALBANY LAW SCHOOL | ||||||
| 80 NEW SCOTLAND AVE | ALBANY | NY | 12208 | EXEMPT | SCHOLARSHIP FUNDING | $1,000 |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||
| 1700 W VAN BUREN ST 250 | CHICAGO | IL | 60612 | EXEMPT | RESEARCH | $18,000 |
| CONGREGATION BETH EMETH | ||||||
| 100 ACADEMY ROAD | ALBANY | NY | 122083199 | EXEMPT | GENERAL FUNDED PROGRAMMING | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,238 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $4,893 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,252 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,893 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,145 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT | CategoryTxt |
| Amt | $1,725 | Amt |
| Net Investment Income | $1,725 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,725 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,725 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|---|---|
| 0.074 WABTEC CORP | 2019-02 | PURCHASE | 2019-02 | $6 | $6 | |
| 1.000 WABTEC CORP | 2019-02 | PURCHASE | 2019-03 | $69 | $69 | |
| 185.000 AT&T | 2009-10 | PURCHASE | 2019-10 | $7,125 | $2,177 | $4,948 |
| 100.000 PHILIP MORRIS INTERNATIONAL | 2003-02 | PURCHASE | 2019-10 | $8,203 | $6,141 | $2,062 |
| 100.000 GENERAL ELECTRIC | 2003-06 | PURCHASE | 2019-10 | $905 | -$1,983 | $2,888 |
| 100.000 GENERAL ELECTRIC | 2003-02 | PURCHASE | 2019-10 | $905 | -$1,517 | $2,422 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $141,360 | EOYBookValueAmt |
| EOYFMV | $459,945 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REIT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $12,142 | BookValueAmt |
| EOYFMV | $31,451 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXPENSES | ||||
| NYS CHAR500 FEE | $100 | $100 | $100 | $100 |
| FOREIGN TAXES PAID | $74 | $74 | $74 | $74 |
| BANK CHARGES | $26 | $26 | $26 | $26 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $185 | Amt |