ASSOULINE LICHTEN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ASSOULINE LICHTEN FOUNDATION (EIN 36-4848995)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-17
- IRS object ID
- 202042309349100604
- 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 Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-17T07:58:12-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263838358 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRINKER SIMPSON & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 W SPROUL RD STE 101 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190641211 | 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 | 364848995 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASSOULINE-LICHTEN FOUNDATION IN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASSO | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 SERPENTINE DRIVE PO BOX 1064 | AddressLine1Txt |
| City | SHELTER ISLAND HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11965 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL ASSOULINE | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Signature | 2020-07-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT J POMANTE CPA | PreparerPersonNm |
| PTIN | P01231652 | PTIN |
| Phone | 6105445900 | PhoneNum |
| Preparation | 2020-08-07 | 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 | $1,476,240 | 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 | $303 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $303 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $46,135 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,135 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$804 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $69,952 | GrossSalesPriceAmt |
| Total Rev And Expnss | $45,634 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,438 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,570 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,570 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $16,276 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,276 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,930 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $6,153 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,153 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $29,929 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,999 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,725 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,725 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,654 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,999 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,725 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,020 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,439 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,866 | CashBOYAmt |
| Cash EOY | $8,918 | CashEOYAmt |
| Cash EOYFMV | $8,918 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $71,565 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,868 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,868 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,303,460 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,316,085 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,430,454 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,381,891 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,361,871 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,476,240 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,381,891 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,361,871 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,381,891 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,361,871 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,381,891 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,361,871 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,381,891 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,020 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,361,871 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,361,871 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $33,541 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $463,412 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.072378 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $40,368 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $649,229 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062178 | DistributionYr2Rt |
| Net Vl Noncharitable Assets Yr3 | $347,927 | NetVlNoncharitableAssetsYr3Amt |
| Total Distribution | 0.134556 | TotalDistributionRt |
| Average Distribution | 0.067278 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $484,247 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $32,579 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $194 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $32,773 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $35,725 | 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 | $194 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $194 | SubtotalAmt |
| Tax Based On Investment Income | $194 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $194 | 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 |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J ASSOULINE | BusinessNameLine1Txt |
| Business Name Line2 | J ASSOULINE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6105445900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 SERPENTINE DRIVE PO BOX 1064 | AddressLine1Txt |
| Address Line2 | 6 SERPENTINE DRIVE PO BOX 1064 | AddressLine2Txt |
| City | SHELTER ISLAND HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11965 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOEL ASSOULINE | ||||||||
| 6 SERPENTINE DRIVE PO BOX 1064 | SHELTER ISLAND HEIGHTS | NY | 11965 | CO-PRESIDENT | 000.00 | $0 | $0 | $0 |
| VEBEKE LICHTEN | ||||||||
| 6 SERPENTINE DRIVE PO BOX 1064 | SHELTER ISLAND HEIGHTS | NY | 11965 | CO-PRESIDENT | 000.00 | $0 | $0 | $0 |
| AGATHE ASSOULINE-LICHTEN | ||||||||
| 6 SERPENTINE DRIVE PO BOX 1064 | SHELTER ISLAND HEIGHTS | NY | 11965 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| ARIELLE ASSOULINE-LICHTEN | ||||||||
| 6 SERPENTINE DRIVE PO BOX 1064 | SHELTER ISLAND HEIGHTS | NY | 11965 | DIRECTOR | 000.00 | $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 | $421,147 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,474 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $491,621 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $491,621 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,374 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $484,247 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,212 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,212 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $194 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $194 | TotalTaxAmt |
| Distributable Before Adj | $24,018 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $24,018 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $24,018 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,725 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $35,725 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $194 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $35,531 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,018 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $1,506 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,506 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,725 | QualifyingDistributionsAmt |
| Applied To Current Year | $24,018 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,707 | RemainingDistriFromCorpusAmt |
| Total Corpus | $13,213 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $13,213 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,506 | ExcessFromYear1Amt |
| Excess From Current Year | $11,707 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF BAR-ILAN | ||||||||
| 160 E 56TH STREET | NEW YORK | NY | 10022 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $250 | ||
| AMERICAN FRIENDS OF HEBREW UNIV | ||||||||
| ONE BATTERY PARK PLAZA | NEW YORK | NY | 10004 | 509(A)(1) | ADVANCE HUMAN UNDERSTANDING | $27,900 | 25TH FLOOR | |
| ASSOCIATION TO BENEFIT CHILDREN | ||||||||
| 419 EAST 86TH STREET | NEW YORK | NY | 10028 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $250 | ||
| BLACK GIRLS CODE | ||||||||
| PO BOX 640926 | SAN FRANCISCO | CA | 94164 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $250 | ||
| BLACK MAMAS MATTER ALLIANCE | ||||||||
| 1237 RALPH DAVID | ATLANTA | GA | 30310 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $250 | ABERNATHY BLVD | |
| CHILDREN OF PROMISE NYC | ||||||||
| 54 MACDONOUGH STREET | BROOKLYN | NY | 11216 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $250 | ||
| FIGHTING CHANCE | ||||||||
| 1 W SHORE | MARBLEHEAD | MA | 01945 | PROGRAM ACCOMPLISHMENTS | $150 | |||
| HARVARD GRADUATE SCHOOL OF DESIGN | ||||||||
| 48 QUINCY ST | CAMBRIDGE | MA | 02138 | 509(A)(1) | EMPOWERING STUDENTS TO DESIGN | $1,000 | ||
| HONESTREPORTING USA | ||||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $100 | 2ND FLOOR | |
| HUNGER SOLUTIONS NEW YORK INC | ||||||||
| 14 COMPUTER DRIVE EAST | ALBANY | NY | 12205 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $250 | 2ND FLOOR | |
| INNOVATION AFRICA ISRAEL | ||||||||
| 520 8TH AVENUE | NEW YORK | NY | 10018 | 509(A)(1) | SOLAR AND WATER TECH TO AFRICA | $750 | 15TH FLOOR | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $100 | ||
| JEWISH NATIONAL FUND | ||||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $500 | ||
| MACCABI USA | ||||||||
| 1511 WALNUT STREET | PHILADELPHIA | PA | 19102 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $180 | SUITE 401 | |
| MADE IN BROWNSVILLE | ||||||||
| 47 BELMONT AVE | BROOKLYN | NY | 11212 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $250 | ||
| MEMORIAL SLOAN KETTERING CANCER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $50 | CENTER | |
| ORGANIC CONSUMER ASSOCIATION | ||||||||
| 6771 SOUTH SILVER HILL DR | FINLAND | MN | 55603 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $100 | ||
| PERLMAN MUSIC PROGRAM | ||||||||
| 19 WEST 69TH STREET | NEW YORK | NY | 10023 | 509(A)(1) | MUSIC TRAINING FOR SPECIAL TALENT | $1,500 | SUITE 1101 | |
| PLAY COMPANY | ||||||||
| 321 WEST 44 STREET | NEW YORK | NY | 10036 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $500 | NO 802 | |
| SENIOR CITEZENS FOUNDATION OF SI | ||||||||
| PO BOX 352 | SHELTER ISLAND | NY | 11964 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $50 | ||
| SHELTER ISLAND EDUCATION FUND | ||||||||
| PO BOX 1950 | SHELTER ISLAND | NY | 11964 | 509(A)(1) | EDUCATION OPPORT FOR CHILDREN | $150 | ||
| SHELTER ISLAND PUBLIC LIBRARY | ||||||||
| 37 N FERRY RD | SHELTER ISLAND | NY | 11964 | 509(A)(1) | SUPPORT OF PUBLIC LIBRARY | $175 | ||
| SIMON WIESENTHAL CENTER | ||||||||
| 1399 S ROXBURY DRIVE | LOS ANGELES | CA | 90035 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $250 | ||
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | 501(C)(3) | MONITORS HATE GROUPS | $70 | ||
| SPME | ||||||||
| PO BOX 2241 | BALA CYNWYD | PA | 19004 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $100 | ||
| TRUSTEES OF THE UNIVERSITY OF PENN | ||||||||
| 3400 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | 509(A)(1) | SCHOLARSHIPS | $100 | ||
| UNION OF CONCERNED SCIENTISTS | ||||||||
| TWO BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $100 | ||
| UNION SETTLEMENT ASSOCIATION | ||||||||
| 237 EAST 104TH STREET | NEW YORK | NY | 10029 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $100 | ||
| WIKIMEDIA FOUNDATION | ||||||||
| 1 MONTGOMERY STREET | SAN FRANCISCO | CA | 94104 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $50 | SUITE 1600 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,725 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $303 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,135 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$804 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $46,438 | ExclusionAmt |
| Related Or Exempt Function Incm | -$804 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $45,634 | 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 FEES | CategoryTxt |
| Amt | $4,570 | Amt |
| Net Investment Income | $4,570 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | CHARLES SCHWAB 5515 | AssetDesc |
| Acquired | 2019-01 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2019-12 | SoldDt |
| Gross Sales Price | $69,952 | GrossSalesPriceAmt |
| Basis | $70,756 | BasisAmt |
| Total Net | -$804 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STRATEGIC TRUST | AT COST | $500,000 | $511,026 |
| TD AMERITRADE-BLUE ROCK | AT COST | $302,145 | $379,195 |
| CHARLES SCHWAB | AT COST | $513,940 | $540,233 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| FACILITIES EXPENSE | $2,178 | $2,178 |
| MAINTENANCE FEES | $3,942 | $3,942 |
| OFFICE EXPENSE | $33 | $33 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BROKER FEES | $1,276 | $1,276 |
| MANAGEMENT FEES | $15,000 | $15,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX EXPENSE | CategoryTxt |
| Amt | $2,930 | Amt |