ROY AND NIUTA TITUS FOUNDATION INC: Form 990PF, tax year 2018
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- Organization
- ROY AND NIUTA TITUS FOUNDATION INC (EIN 13-4027009)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-02-24
- IRS object ID
- 202030559349100503
- Schema version
- 2018v3.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-24T09:03:27-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIS & GRUTMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134027009 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROY & NIUTA TITUS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MICHAEL STEINBERG | InCareOfNm |
| Business Name Control | ROY& | BusinessNameControlTxt |
| Phone | 2122197699 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 BAXTER STREET SUITE 1C Suite 1 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL STEINBERG | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2129411800 | PhoneNum |
| Signature | 2020-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENNET H GRUTMAN | PreparerPersonNm |
| PTIN | P00598067 | PTIN |
| Phone | 2129532900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $2,746,541 | 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 | $264 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $264 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $74,008 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,008 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,806 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $397,533 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,806 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $276 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $8,929 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,929 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $152,007 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $152,007 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $276 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $15,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $4,950 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $10,050 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,416 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,127 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,289 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,415 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,087 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,328 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $187 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $187 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,706 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,222 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,484 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $12,812 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,228 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $8,584 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,570 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,178 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,392 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59,340 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $44,951 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,389 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $144,446 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,930 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50,516 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $101,526 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $101,526 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $245,972 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,930 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $152,042 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$93,965 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $88,077 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $276 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,875 | CashBOYAmt |
| Cash EOY | $22,199 | CashEOYAmt |
| Cash EOYFMV | $22,199 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $120,572 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $161,855 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $144,655 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $115,922 | AcctRcvblAmt |
| Acct Rcvbl BOY | $81,505 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $115,922 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $115,922 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,450,149 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,266,005 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,462,617 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $3,233 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $2,085 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,148 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,148 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,148 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,666,249 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,567,129 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,746,541 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,915 | AccountsPayableBOYAmt |
| Accounts Payable EOY | -$1,240 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $3,915 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | -$1,240 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,662,334 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,568,369 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,662,334 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,568,369 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,666,249 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,567,129 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,662,334 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$93,965 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,568,369 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,568,369 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| OPPENHEIMER SR FLOATING RATE | P | 2013-09-24 | 2018-10-26 | $10,000 | $10,343 | -$343 | -$343 |
| THORNBURG INTL GROWTH FUND | P | 2017-11-17 | 2018-10-12 | $390 | $400 | -$10 | -$10 |
| THORNBURG INTL GROWTH FUND | P | 2018-10-12 | $11,291 | $9,600 | $1,691 | $1,691 | |
| JOHN HANCOCK DISCIPLINED VALUE MID CAP | P | $3,560 | $3,312 | $248 | $248 | ||
| JOHN HANCOCK DISCIPLINED VALUE MID CAP | P | $30,395 | $26,764 | $3,631 | $3,631 | ||
| ISHARES RUSSELL MIDCAP ETF | P | 2013-10-15 | $27,041 | $17,680 | $9,361 | $9,361 | |
| ISHARES RUSSELL 2000 ETF | P | $26,222 | $17,698 | $8,524 | $8,524 | ||
| VIRTUS NEWFLEET MULTI SECTOR BOND | P | $727 | $733 | -$6 | -$6 | ||
| VIRTUS NEWFLEET MULTI SECTOR BOND | P | $26,694 | $27,563 | -$869 | -$869 | ||
| JANUS HENDERSON GLOBAL EQUITY INCOME FUND | P | 2018-08-22 | $877 | $933 | -$56 | -$56 | |
| JANUS HENDERSON GLOBAL EQUITY INCOME | P | 2018-08-22 | $3,647 | $3,614 | $33 | $33 | |
| SPDR S&P DIVIDEND ETF | P | 2019-04-24 | $26,614 | $19,155 | $7,459 | $7,459 | |
| LOOMIS SAYLES STRATEGIC INCOME FUND | P | 2018-08-22 | $578 | $582 | -$4 | -$4 | |
| LOOMIS SAYLES STRATEGIC INCOME FUND | P | 2018-08-22 | $36,956 | $42,947 | -$5,991 | -$5,991 | |
| PRINCIPAL GLOBAL DIVERSIFIED INCOME | P | 2018-12-26 | $1,744 | $1,872 | -$128 | -$128 | |
| PRINCIPAL GLOBAL DIVERSIFIED INCOME | P | 2018-12-26 | $39,987 | $40,975 | -$988 | -$988 | |
| JANUS HENDERSON EUOPEAN FOCUS FUND | P | 2018-12-18 | 2019-05-21 | $2,205 | $1,935 | $270 | $270 |
| JANUS HENDERSON EUROPEAN FOCUS FUND | P | $52,109 | $59,494 | -$7,385 | -$7,385 | ||
| ISHARES RUSSELL 1000 GROWTH | P | $16,861 | $12,566 | $4,295 | $4,295 | ||
| PGIM JENNISON MID CAP GROWTH | P | 2018-11-27 | $5,913 | $5,951 | -$38 | -$38 | |
| PGIM JENNISON MID CAP GROWTH | P | 2018-11-27 | $24,768 | $24,610 | $158 | $158 | |
| CAPITAL GAIN DIVIDENDS | P | $48,954 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,806 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $276 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $148,918 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,832,954 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052566 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $182,875 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,848,846 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064193 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $186,200 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,895,422 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064308 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $145,458 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,252,011 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044729 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $131,806 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,347,140 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039379 | DistributionYr5Rt |
| Total Distribution | 0.265175 | TotalDistributionRt |
| Average Distribution | 0.053035 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,619,853 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $138,944 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $881 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $139,825 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $152,042 | 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 | $881 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $881 | SubtotalAmt |
| Tax Based On Investment Income | $881 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $36 | EsPenaltyAmt |
| Overpayment | $583 | OverpaymentAmt |
| Applied To ES Tax | $583 | 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 | 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 | NOT APPLICABLE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL STEINBERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129411800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 BAXTER STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | 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 | Yes (true) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| SUZANNE SLESIN | |||||||||
| 136 BAXTER STREET SUITE 1C | NEW YORK | NY | 10013 | PRESIDENT | 0 | $30,000 | $0 | $0 | |
| MICHAEL STEINBERG | |||||||||
| 136 BAXTER STREET SUITE 1C | NEW YORK | NY | 10013 | SECRETARY/TREASURER | 0 | $0 | $0 | $0 | 1C |
| AUDREY FEUERSTEIN | |||||||||
| 136 BAXTER STREET SUITE 1C | NEW YORK | NY | 10013 | DIRECTOR | 0 | $0 | $0 | $0 | 1C |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
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 | $2,582,596 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,153 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,659,749 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,659,749 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,896 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,619,853 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $130,993 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $130,993 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $881 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $881 | TotalTaxAmt |
| Distributable Before Adj | $130,112 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $130,112 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $130,112 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $152,042 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $152,042 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $881 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $151,161 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $130,112 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $42,001 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $41,907 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,036 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $92,944 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $152,042 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $130,112 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,930 | RemainingDistriFromCorpusAmt |
| Total Corpus | $114,874 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $114,874 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $42,001 | ExcessFromYear3Amt |
| Excess From Year2 | $41,907 | ExcessFromYear2Amt |
| Excess From Year1 | $9,036 | ExcessFromYear1Amt |
| Excess From Current Year | $21,930 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUZANNE SLESIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| WHITNEY MUSEUM OF AMERICAN ART | ||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | MAINTAIN AND CONSERVE OUR PREMIERE COLLECTION OF AMERICAN ART; DEVELOP AND PRODUCE CUTTING-EDGE EXHIBITS, HOST WORLD-RENOWNED TRAVELING SHOWS; AND PRESENT INSPIRING AND EDUCATION PROGRAMS | $2,344 | |
| SMACK MELLON | ||||||
| 92 PLYMOUTH STREET | BROOKLYN | NY | 11201 | SMACK MELLON'S MISSION IS TO NURTURE AND SUPPORT EMERGING, UNDER-RECOGNIZED MID-CAREER AND WOMEN ARTISTS IN THE CREATION AND EXHIBITION OF NEW WORK, BY PROVIDING EXHIBITION OPPORTUNITIES, STUDIO WORKSPACES, AND ACCESS TO EQUIPEMTN AND TECHNICAL ASSISTANCE FOR THE REALIZATION OF AMBITIOUS PROJECTIONS | $11,400 | |
| NO LONGER EMPTY | ||||||
| 150 EAST 58TH STREET | NEW YORK | NY | 10155 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $15,000 | |
| NEW MUSEUM OF CONTEMPORARY ART | ||||||
| 235 BOWERY STREET | NEW YORK | NY | 10002 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $900 | |
| PARK EAST SYNAGOGUE | ||||||
| 164 EAST 68 STREET | NEW YORK | NY | 10021 | TO PROMOTE THE MORALS, TRADITIONS & VALUES OF JUDAISM | $3,200 | |
| METROPOLITAN MUSEUM | ||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $1,310 | |
| SAN FRANCISCO FILM SOCIETY | ||||||
| 39 MESA STREET | SAN FRANCISCO | CA | 94129 | Provide filmmaker services that support and open opportunities for all levels of talented filmmaking, and bring the best of film programming to the bay area. | $1,000 | SUITE 110 |
| MUSEUM OF MODERN ART | ||||||
| 11 WEST 53RD ST | NEW YORK | NY | 10019 | Promote artistic expression and education | $20,000 | |
| LONGHOUSE RESERVE | ||||||
| 133 HANDS CREEK ROAD | EAST HAMPTON | NY | 11937 | Promote artistic expression and education, specifically living with arts in all of its forms. | $14,200 | |
| SF MOMA | ||||||
| 151 3RD ST | SAN FRANCISCO | CA | 94103 | SFMOMA holds an internationally recognized collection of modern and contemporary art, and was the first museum on the West Coast devoted solely to 20th-century art. The museums current collection includes over 33,000 works of painting, sculpture, photography, architecture, design, and media arts | $525 | |
| AIDS LEGAL REFERRAL PANEL | ||||||
| 1663 MISSION ST | SAN FRANCISCO | CA | 94103 | ALRP'S MISSION IS TO HELP PEOPLE WITH HIV MAINTAIN OR IMPROVE THEIR HEALTH BY RESOLVING THEIR LEGAL ISSUES | $500 | SUITE 500 |
| BROOKLYN MUSEUM OF ART | ||||||
| 200 EASTERN PKWY | BROOKLYN | NY | 11238 | TO PROMOTE ARTISTIC EXPRESS AND EDUCATION | $425 | |
| ASSISTANCE TO LITHUANIAN JEWS | ||||||
| 245 EAST 11TH STREET | NEW YORK | NY | 10003 | TO PROVIDE MATERIAL ASSISTANCE TO INDIGENT LIVAKS IN VARIOUS COUNTRIES AND TO JEWISH COMMUNAL ENTITIES IN LITHUANIA | $500 | |
| INTERNATIONAL PRINT CENTER NEW YORK | ||||||
| 508 W 26TH STREET | NEW YORK | NY | 10001 | DEDICATED TO THE INNOVATIVE PRESENTATION OF PRINTS BY EMERGING, ESTABLISHED, NATIONAL AND INTERNATIONAL ARTISTS | $405 | |
| THE ASSOCIATES COMMITTEE | ||||||
| 11601 WILSHIRE BLVD | LOS ANGELES | CA | 90025 | to support organizations at the cutting edge of public interest advocacy, and to encourage philanthropy and civic engagement among young corporate lawyers. | $2,000 | SUITE 600 |
| NEW YORKERS FOR PARKS | ||||||
| 55 BROAD STREET | NEW YORK | NY | 10004 | To promote quality open space for all New Yorkers | $5,000 | |
| CONCERT ARTISTS GUILD | ||||||
| 135 EAST 57TH STREET | NEW YORK | NY | 10022 | IT IS DEDICATED TO DISCOVERING AND NURTURING MUSCIAL TALENT, AND HELPING MUSICIANS START CAREERS. IT PROVIDES SCHOLARSHIPS AND GRANTS AND ALSO RUNS THE CAG RECORDS LABEL. | $500 | 7TH FLOOR |
| CROSSING THRESHOLDS | ||||||
| 168A IRVING AVENUE 300K | PORT CHESTER | NY | 10573 | WORK WITH LOCAL COMMUNITY LEADERS TO BUILD SCHOOLS AND PROMOTE EDUCATIONAL OPPORTUNITES WHERE THEY ARE DESPERATELY NEEDED | $500 | |
| FILM SOCIETY OF LINCOLN CENTER | ||||||
| 165 WEST 65TH STREET | NEW YORK | NY | 10023 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $3,975 | 4TH FLOOR |
| FRACTURED ATLAS | ||||||
| 248 W 35TH ST | NEW YORK | NY | 10001 | FRACTURED ATLAS EMPOWERS ARTISTS, ART ORGANIZATIONS, AND OTHER CULTURAL SECTIRE STAKEHOLDERS BY ELIMINATING PRACTICAL BARRIERS TO ARTISTIC EXPRESSION, SO AS TO FOSTER A MORE AGILE AND RESILENT CULTURAL ECOSYSTEM | $2,000 | |
| PROJECTART | ||||||
| 247 WATER STREET | BROOKLYN | NY | 11201 | OFFER FREE AFTERSCHOOL VISUAL ARTS CLASSES TO YOUTH IN THE NATION'S PUBLIC LIBRARIES TAUGHT BY EMERGING CONTEMPORARY ARTISTS | $100 | SUITE 403 |
| RESIDENCY UNLIMITED | ||||||
| 360 COURT ST 4 | BROOKLYN | NY | 11231 | SUPPORTS THE CREATION, PRESENTATION AND DISSEMINATION OF CONTEMPORARY ART THROGUH ITS UNIQUE RESIDENCY PROGRAM AND YEAR-ROUND PUBLIC PROGRAMS | $500 | |
| ROOT DIVISION | ||||||
| 1131 MISSION ST | SAN FRANCISCO | CA | 94103 | TO EMPOWER ARTISTS, PROMOTE COMMUNITY SERVICE, INSPIRE YOUTH, AND ENRICH THE BAY AREA THROUGH ENGAGEMENT IN THE VISUAL ARTS | $250 | |
| SOLOMON GUGGENHEIM MUSEUM | ||||||
| 1071 5TH AVE | NEW YORK | NY | 10128 | SOLOMON R. GUGGENHEIM FOUDNATION COLLECTS, PRESERVES, AND INTERPRETS MODERN AND CONTEMPORARY ART, AND EXPLORES IDEAS ACROSS CULTURES THROUGH DYNAMIC CURATORIAL AND EDUCATIONAL INITIATIVES AND COLLABORATIONS | $672 | |
| THE LAUNDROMAT PROJECT | ||||||
| 127 W 127TH ST 434 | NEW YORK | NY | 10027 | MAKE SUSTAINED INVESTMENTS IN GROWING A COMMUNITY OF MULTIRACIAL, MULTIGENERATIONAL, AND MULTIDISCIPLINARY ARTISTS AND NEIGHBORS COMMITTED TO SOCIETAL CHANGE BY SUPPORTING THEIR ARTMAKING, COMMUNITY BUILDING, AND LEADERSHIP DEVELOPMENT. | $500 | |
| THE SHED | ||||||
| 545 W 30TH ST | NEW YORK | NY | 10001 | The Shed, commissions original works of art, across all disciplines, for all audiences. The Shed brings together established and emerging artists in fields ranging from hip hop to classical music, painting to digital media, theater to literature, and sculpture to dance in an unprecedented movable structure that adapts to support all kinds of inventive work under one roof | $500 | |
| WORLD MUSIC INSTITUTE | ||||||
| 68 JAY ST 201 | BROOKLYN | NY | 11201 | PROMOTE WORLD CULTURES THROUGH MISC AND DANCE | $330 | |
| 826 VALENCIA | ||||||
| 826 VALENCIA | SAN FRANCISCO | CA | 94110 | DEDICATED TO SUPPORTING UNDER-RESOURCED STUDENTS AGES SIX TO EIGHTEEN WITH THEIR CREATIVE AND EXPOSITORY WRITING SKILLS AND TO HELP TEACHERS INSPIRE THEIR STUDENTS TO WRITE | $1,000 | |
| CAMPHILL VILLAGE USA | ||||||
| 84 CAMPHILL ROAD | COPAKE | NY | 12516 | ON 615 ACRES OF WOODED HILLS, GARDENS, AND PASTURES IN RURAL UPSTATE NEW YORK, ADULTS WITH SPECIAL NEEDS AND LONG AND SHORT TERM SERVICE VOLUNTEERS STRIVE TO LIVE AND WORK TOGETHER AS EQUALS IN EXTENDED FAMILIES IN HOMES THROUGHOUT THE VILLAGE | $500 | |
| IMPRINT CITY | ||||||
| 1150 25TH STREET | SAN FRANCISCO | CA | 94107 | ACTIVATING NEIGHBORHOODS WITH PERFORMING AND VISUAL ART EVENTS TO ENCOURAGE INCREASED FOOT TRAFFIC AND ECONOMIC VITALITY IN DESOLATE AREAS | $250 | |
| NEW YORK SCHOOL OF INTERIOR DESIGN | ||||||
| 170 E 70TH ST | NEW YORK | NY | 10021 | A PRIVATE, NONPROFIT COLLEGE FOCUSED EXCLUSIVELY ON INTERIOR DESIGN. THE COLLEGE OFFERS CERTIFICATE, UNDERGRADUATE, AND GRADUATE PROGRAMS FOR STUDENTS AT ALL STAGES OF THEIR CAREERS. | $1,020 | |
| DELANCY STREET FOUNDATION | ||||||
| 600 EMBARCADERO | SAN FRANCISCO | CA | 94107 | NONPROFIT ORGANIZATION BASED IN SAN FRANCISCO THAT PROVIDES RESIDENTIAL REHABILIATION SERVICES AND VOCATIONAL TRAINING FOR SUBSTANCE ABUSERS AND CONVICTED CRIMINALS. | $250 | |
| PLANNED PARENTHOOD | ||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | NONPROFIT ORGANIZATION THAT PROVIDES REPRODUCTIVE HEALTH CARE IN THE UNITED STATES AND GLOBALLY | $100 | 10TH FLOOR |
| SAG HARBOR FIRE DEPARTMENT | ||||||
| MAIN ST | SAG HARBOR | NY | 11963 | VOLUNTEER FIRE DEPARTMENT OF SAG HARBOR | $100 | |
| SAN FRANCISCO PARKS ALLIANCE | ||||||
| 1074 FOLSOM ST | SAN FRANCISCO | CA | 94103 | THE SAN FRANCISCO PARKS ALLIANCE CHAMPIONS, TRANSFORMS AND ACTIVATES PARKS AND PUBLIC SPACES THROUGHOUT THE CITY | $1,000 | |
| SESAME WORKSHOP | ||||||
| 1900 BROADWAY | NEW YORK | NY | 10023 | RESPONSIBLE FOR THE PRODUCTION OF SEVERAL EDUCATIONAL CHILDREN'S PROGRAMS - INCLUDING ITS FIRST AND BEST-KNOWN, SESAME STREET - THAT HAVE BEEN TELEVISED INTERNATIONALLY. | $4,400 | |
| STREET SOCCER USA | ||||||
| 115 E 13TH ST | NEW YORK | NY | 10003 | TO FIGHT POVERTY AND EMPOVER UNDERSERVED COMMUNITIES THROUGH SOCCER | $1,000 | |
| WNYC - NEW YORK PUBLIC RADIO | ||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | TO MAKE THE MIND MORE CURIOUS, THE HEART MORE OPEN, AND THE SPIRIT OF MORE JOYFUL THROUGH EXCELLENT AUDIO PROGRAMMING THAT IS DEEPLY ROOTED IN NEW YORK | $75 | |
| THE ELIZABETH TAYLOR AIDS FOUNDATION | ||||||
| 9701 WILSHIRE BLVD | BEVERLY HILLS | CA | 90212 | RAISE FUNDS AND AWARENESS TO FIGHT THE SPREAD OF HIV/AIDS. | $100 | SUITE 600 |
| GORILLA DOCTORS NEW YORK | ||||||
| PO BOX 356 | DAVIS | CA | 95617 | DEDICATED TO SAVING THE MOUNTAIN AND EASTERN LOWLAN GORILLA SPECIES | $75 | |
| OVARIAN CANCER RESEARCH FUND | ||||||
| 14 PENNSYLVANIA PLAZA 2110 | NEW YORK | NY | 10122 | TO CURE OVARIAN CANCER, ADVOCATE FOR PATIENTS AND SUPPORT SURVIVORS | $2,340 | |
| SAG HARBOR VOLUNTEER AMBULANCE | ||||||
| MAIN ST | SAG HARBOR | NY | 11963 | VOLUNTEER AMBULANCE DEPARTMENT OF SAG HARBOR | $100 | |
| STEPHEN WISE SYNAGOGUE | ||||||
| 30 W 68TH STREET | NEW YORK | NY | 10023 | A REFORM SYNAGOGUE IN THE NEW YORK CITY BOROUGH OF MANHATTAN | $180 | |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | INTERNATIONAL HUMANITARIAN MEDICAL NON-GOVERNMENTAL ORGANIZATION OF FRENCH ORIGIN BEST KNOWN FOR ITS PROJECTS IN CONFLICT ZONES AND IN COUNTRIES AFFECTED BY ENDEMIC DISEASES. | $500 | 16TH FLOOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $101,526 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $264 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74,008 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,929 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $68,806 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $152,007 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $152,007 | 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 | ACCOUNTING/BOOKKEEPING | CategoryTxt |
| Amt | $15,415 | Amt |
| Net Investment Income | $5,087 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,328 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY INVESTMENTS | StockNm |
| EOY Book Value | $2,266,005 | EOYBookValueAmt |
| EOYFMV | $2,462,617 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $3,416 | LegalFeesAmt |
| Net Investment Income | $1,127 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,289 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE - W/C | $275 | $91 | $184 |
| AUTO | $2,586 | $854 | $1,732 |
| BANK CHARGES | $89 | $29 | $60 |
| COMPUTER SOFTWARE | $23 | $8 | $15 |
| MEALS | $1,668 | $550 | $1,118 |
| PAYROLL SERVICE FEES | $2,111 | $697 | $1,414 |
| TELEPHONE | $1,586 | $523 | $1,063 |
| COPIER LEASE | $1,458 | $481 | $977 |
| INVESTMENT ADVISORY FEES | $37,861 | $37,861 | |
| ADMISSIONS | $7,793 | $2,572 | $5,221 |
| OFFICE EXPENSE | $2,217 | $732 | $1,485 |
| INSURANCE - COMMERCIAL | $1,406 | $464 | $942 |
| INSURANCE - DISABILITY | $120 | $40 | $80 |
| SUBSCRIPTIONS | $147 | $49 | $98 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $8,929 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,929 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL ONE CREDIT CARD | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $3,706 | $1,222 | $2,484 |
| FEDERAL INCOME TAXES | $1,000 | $1,000 |