AMY KLETTE NEWMAN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- AMY KLETTE NEWMAN FOUNDATION (EIN 58-2524051)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-01
- IRS object ID
- 202002459349100400
- 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
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-01T07:17:37-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223077810 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORY AND SCHWARTZ | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 ROUTE 17 NORTH SUITE 305 | AddressLine1Txt |
| City | PARAMUS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 076521415 | 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 | 582524051 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY KLETTE NEWMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMYK | BusinessNameControlTxt |
| Phone | 2128855158 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 473 WEST END AVE APT 10C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL JOSEPH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128855158 | PhoneNum |
| Signature | 2020-08-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES GREGORY | PreparerPersonNm |
| PTIN | P01259793 | PTIN |
| Phone | 2019860007 | PhoneNum |
| Preparation | 2020-08-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.99.178.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-06 | IPDt |
| IP Tm | 16:18:12 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E167674A4988543F22923C7392012979ADFBBF3A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A516B03A5A6B4489976E36A40DDA3F5837BC881B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,062,223 | 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 |
| Dividends Rev And Expnss | $111,425 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $111,425 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $145,300 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,195,479 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $145,300 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $256,725 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $256,725 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $25,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,860 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,841 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,977 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,901 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,977 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $205,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $205,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $275,401 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,977 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $205,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,676 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $240,748 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,174 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,146 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,146 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,985,157 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,500,650 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,726,702 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,830,723 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,288,582 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,300,375 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,843,054 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,824,378 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,062,223 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,843,054 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,824,378 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,843,054 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,824,378 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,843,054 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,824,378 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,843,054 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,676 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,824,378 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,824,378 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (64 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AQR EQUITY MARKET 00191K781 | P | 2019-05-10 | 2019-05-29 | $16,900 | $16,900 | $0 | $0 |
| EATON VANCE GLOBAL XXX-XX-XXXX | P | 2018-04-11 | 2019-03-05 | $307 | $324 | -$17 | -$17 |
| EATON VANCE GLOBAL XXX-XX-XXXX | P | 2018-04-11 | 2019-04-02 | $24,199 | $25,485 | -$1,286 | -$1,286 |
| EATON VANCE GLOBAL XXX-XX-XXXX | P | 2018-04-11 | 2019-05-13 | $28,311 | $28,463 | -$152 | -$152 |
| EATON VANCE GLOBAL XXX-XX-XXXX | P | 2019-05-10 | 2019-07-08 | $446 | $440 | $6 | $6 |
| EATON VANCE GLOBAL XXX-XX-XXXX | P | 2019-05-10 | 2019-11-06 | $892 | $874 | $18 | $18 |
| AQR MANAGED FUTURES 00203H842 | P | 2016-05-17 | 2019-12-31 | $8,080 | $9,521 | -$1,441 | -$1,441 |
| AQR MULTI STRGY 00203H818 | P | 2016-03-04 | 2019-03-05 | $187 | $234 | -$47 | -$47 |
| AQR MULTI STRGY 00203H818 | P | 2016-03-04 | 2019-04-02 | $14,664 | $18,329 | -$3,665 | -$3,665 |
| FIDELITY SAI EMERG 31635V836 | P | 2016-05-17 | 2019-03-05 | $567 | $490 | $77 | $77 |
| FIDELITY SAI EMERG 31635V836 | P | 2016-05-17 | 2019-05-10 | $8,600 | $7,559 | $1,041 | $1,041 |
| FIDELITY SAI EMERG 31635V836 | P | 2016-11-04 | 2019-12-31 | $8,921 | $7,858 | $1,063 | $1,063 |
| FEDELITY SAI INTERNATIONAL 31635V828 | P | 2017-04-18 | 2019-12-31 | $25,318 | $25,975 | -$657 | -$657 |
| FEDELITY SAI INTERNATIONAL 31635V828 | P | 2017-04-18 | 2019-06-26 | $9,200 | $8,963 | $237 | $237 |
| FEDELITY SAI INTERNATIONAL 31635V828 | P | 2017-12-12 | 2019-11-06 | $1,722 | $1,623 | $99 | $99 |
| FIDELITY SAI U.S LARGE 31635V794 | P | 2016-07-26 | 2019-03-06 | $10,748 | $9,088 | $1,660 | $1,660 |
| FIDELITY SAI U.S LARGE 31635V794 | P | 2016-07-26 | 2019-05-10 | $10,700 | $8,678 | $2,022 | $2,022 |
| FIDELITY SAI U.S LARGE 31635V794 | P | 2017-02-01 | 2019-11-06 | $2,467 | $1,931 | $536 | $536 |
| PIMCO COMMODITY REAL 722005667 | P | 2016-03-17 | 2019-12-31 | $10,881 | $12,637 | -$1,756 | -$1,756 |
| STRATEGIC ADVISERS CORE 31635R504 | P | 2017-04-18 | 2019-01-29 | $21,300 | $19,133 | $2,167 | $2,167 |
| STRATEGIC ADVISERS CORE 31635R504 | P | 2014-02-06 | 2019-03-05 | $7,850 | $6,644 | $1,206 | $1,206 |
| STRATEGIC ADVISERS CORE 31635R504 | P | 2014-02-06 | 2019-04-02 | $9,200 | $7,583 | $1,617 | $1,617 |
| STRATEGIC ADVISERS CORE 31635R504 | P | 2016-07-26 | 2019-05-10 | $128,000 | $104,576 | $23,424 | $23,424 |
| STRATEGIC ADVISERS CORE 31635R504 | P | 2014-08-05 | 2019-06-26 | $11,400 | $9,342 | $2,058 | $2,058 |
| STRATEGIC ADVISERS CORE 31635R504 | P | 2014-08-05 | 2019-07-08 | $9,924 | $7,959 | $1,965 | $1,965 |
| STRATEGIC ADVISERS CORE 31635R504 | P | 2014-08-07 | 2019-11-06 | $20,391 | $16,203 | $4,188 | $4,188 |
| STRATEGIC ADVISERS CORE 31635R884 | P | 2015-03-26 | 2019-03-05 | $18,100 | $18,668 | -$568 | -$568 |
| STRATEGIC ADVISERS CORE 31635R884 | P | 2015-03-26 | 2019-05-29 | $45,900 | $46,201 | -$301 | -$301 |
| STRATEGIC ADVISERS CORE 31635R884 | P | 2015-03-26 | 2019-07-08 | $32,062 | $31,802 | $260 | $260 |
| STRATEGIC ADVISERS CORE 31635R884 | P | 2013-03-04 | 2019-12-31 | $92,093 | $90,290 | $1,803 | $1,803 |
| STRATEGIC ADVISERS EMERGING 31635R801 | P | 2015-03-26 | 2019-03-05 | $1,519 | $1,354 | $165 | $165 |
| STRATEGIC ADVISERS EMERGING 31635R801 | P | 2015-03-26 | 2019-05-10 | $22,800 | $20,520 | $2,280 | $2,280 |
| STRATEGIC ADVISERS EMERGING 31635R801 | P | 2015-04-01 | 2019-12-31 | $5,817 | $5,006 | $811 | $811 |
| STRATEGIC ADVISER GROWTH 31635R603 | P | 2013-03-04 | 2019-12-31 | $29,582 | $26,624 | $2,958 | $2,958 |
| STRATEGIC ADVISER GROWTH 31635R603 | P | 2013-03-04 | 2019-04-02 | $4,100 | $3,465 | $635 | $635 |
| STRATEGIC ADVISER GROWTH 31635R603 | P | 2013-03-04 | 2019-05-10 | $53,600 | $45,074 | $8,526 | $8,526 |
| STRATEGIC ADVISER GROWTH 31635R603 | P | 2014-08-05 | 2019-06-26 | $11,600 | $9,665 | $1,935 | $1,935 |
| STRATEGIC ADVISER GROWTH 31635R603 | P | 2014-07-03 | 2019-07-08 | $3,768 | $3,064 | $704 | $704 |
| STRATEGIC ADVISER GROWTH 31635R603 | P | 2014-07-03 | 2019-11-06 | $7,494 | $6,479 | $1,015 | $1,015 |
| STRATEGIC ADVISER GROWTH 31635R603 | P | 2014-07-03 | 2019-12-04 | $18,100 | $15,175 | $2,925 | $2,925 |
| STRATEGIC ADVISER INCOME 31635R876 | P | 2013-03-04 | 2019-03-05 | $652 | $734 | -$82 | -$82 |
| STRATEGIC ADVISER INCOME 31635R876 | P | 2013-03-04 | 2019-04-02 | $5,900 | $6,325 | -$425 | -$425 |
| STRATEGIC ADVISER INCOME 31635R876 | P | 2013-03-04 | 2019-07-08 | $858 | $911 | -$53 | -$53 |
| STRATEGIC ADVISER INCOME 31635R876 | P | 2013-03-04 | 2019-09-25 | $8,100 | $8,587 | -$487 | -$487 |
| STRATEGIC ADVISER INCOME 31635R876 | P | 2013-03-04 | 2019-11-06 | $1,410 | $1,499 | -$89 | -$89 |
| STRATEGIC ADVISERS INTERN 31635R868 | P | 2013-03-04 | 2019-03-06 | $13,470 | $14,311 | -$841 | -$841 |
| STRATEGIC ADVISERS INTERN 31635R868 | P | 2013-03-04 | 2019-05-10 | $81,100 | $77,488 | $3,612 | $3,612 |
| STRATEGIC ADVISERS INTERN 31635R868 | P | 2013-03-26 | 2019-07-08 | $6,054 | $5,622 | $432 | $432 |
| STRATEGIC ADVISERS INTERN 31635R868 | P | 2013-03-16 | 2019-09-25 | $22,900 | $21,539 | $1,361 | $1,361 |
| STRATEGIC ADVISERS INTERN 31635R868 | P | 2013-06-04 | 2019-11-06 | $12,528 | $11,192 | $1,336 | $1,336 |
| STRATEGIC ADVISER SHORT 31635R769 | P | 2013-06-04 | 2019-12-31 | $55,408 | $55,694 | -$286 | -$286 |
| STRATEGIC ADVISER SMALL 31635R843 | P | 2013-06-04 | 2019-01-29 | $14,700 | $14,762 | -$62 | -$62 |
| STRATEGIC ADVISER SMALL 31635R843 | P | 2013-06-25 | 2019-12-31 | $7,207 | $6,808 | $399 | $399 |
| STRATEGIC ADVISER SMALL 31635R843 | P | 2013-06-25 | 2019-05-10 | $42,700 | $39,776 | $2,924 | $2,924 |
| STRATEGIC ADVISER SMALL 31635R843 | P | 2014-07-15 | 2019-12-31 | $8,937 | $8,115 | $822 | $822 |
| STRATEGIC ADVISERS VALUE 31635R702 | P | 2013-03-04 | 2019-03-05 | $3,506 | $3,078 | $428 | $428 |
| STRATEGIC ADVISERS VALUE 31635R702 | P | 2013-03-04 | 2019-03-06 | $17,400 | $15,396 | $2,004 | $2,004 |
| STRATEGIC ADVISERS VALUE 31635R702 | P | 2013-03-04 | 2019-05-10 | $52,700 | $45,655 | $7,045 | $7,045 |
| STRATEGIC ADVISERS VALUE 31635R702 | P | 2013-03-04 | 2019-06-26 | $8,400 | $7,262 | $1,138 | $1,138 |
| STRATEGIC ADVISERS VALUE 31635R702 | P | 2013-03-04 | 2019-07-08 | $3,752 | $3,179 | $573 | $573 |
| STRATEGIC ADVISERS VALUE 31635R702 | P | 2013-03-04 | 2019-09-25 | $5,600 | $5,050 | $550 | $550 |
| STRATEGIC ADVISERS VALUE 31635R702 | P | 2013-03-04 | 2019-11-06 | $7,485 | $6,447 | $1,038 | $1,038 |
| STRATEGIC ADVISERS VALUE 31635R702 | P | 2013-03-04 | 2019-12-04 | $12,300 | $10,550 | $1,750 | $1,750 |
| CAPITAL GAINS DIVIDENDS | P | $64,702 | $64,702 | $64,702 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $145,300 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $227,757 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,074,447 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055899 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $223,122 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,130,185 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054022 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $213,305 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,956,730 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053909 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $280,509 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,125,004 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.068002 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $273,307 | AdjustedQlfyDistriYr5Amt |
| Total Distribution | 0.231832 | TotalDistributionRt |
| Average Distribution | 0.046366 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,946,731 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $182,994 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,407 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $185,401 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $205,500 | 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 | $2,407 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,407 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,407 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,760 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $14 | EsPenaltyAmt |
| Overpayment | $339 | OverpaymentAmt |
| Applied To ES Tax | $339 | 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 | NJ | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL JOSEPH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128855158 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 473 WEST END AVE APT 10C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MARC JOSEPH | ||||||||
| 655 POMANDER WALK APT 3 | TEANECK | NJ | 07666 | TRUSTEE | 25.00 | $15,000 | $0 | $0 |
| CAROL JOSEPH | ||||||||
| 473 W END AVE APT 10C | NEW YORK | NY | 10024 | TRUSTEE | 5.00 | $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 |
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 | $3,970,943 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,891 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,006,834 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,006,834 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,103 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,946,731 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $197,337 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $197,337 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,407 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,407 | TotalTaxAmt |
| Distributable Before Adj | $194,930 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $194,930 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $194,930 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $205,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $205,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,407 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $203,093 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $194,930 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $77,931 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,858 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,369 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,521 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $145,679 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $205,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $194,930 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,570 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $156,249 | 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 | $156,249 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $77,931 | ExcessFromYear4Amt |
| Excess From Year3 | $16,858 | ExcessFromYear3Amt |
| Excess From Year2 | $21,369 | ExcessFromYear2Amt |
| Excess From Year1 | $29,521 | ExcessFromYear1Amt |
| Excess From Current Year | $10,570 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AJWS | |||||||
| 45 W 36TH STREET | NEW YORK | NY | 10018 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $18,000 |
| ALZEIMER'S FOUNDATION OF AMERICA | |||||||
| 9370 OLIVE BOULEVARD | ST LOUIS | MO | 63132 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $10,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22478 | OKLAHOMA CITY | OK | 73123 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| AMERICAN CIVIL LIBERTIES UNION ( ACLU) | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| AMERICAN FRIENDS OF ISRAEL | |||||||
| 545 FIFTH AVENUE SUITE 920 | NEW YORK | NY | 10017 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $10,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 122 EAST 42ND STREET 18 | NEW YORK | NY | 10168 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $1,500 |
| BERKELEY LAB FOUNDATION | |||||||
| 1111 BROADWAY SUITE 1450 | OAKLAND | CA | 94607 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| BOTTOMLESS CLOSET | |||||||
| 16 EAST 52ND STREET 15TH FLOOR | NEW YORK | NY | 10022 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 WEST LEXINGTON ST | BALTIMORE | MD | 21201 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| CENTER FOR A NEW AMERICAN | |||||||
| 1152 15TH STREET SUITE 950 | WASHINGTON | DC | 20005 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $10,000 |
| CITIZEN'S COMMITTEE FOR CHILDREN OF NY | |||||||
| 14 WALL STREET 4E | NEW YORK | NY | 10005 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 |
| CITY HARVEST | |||||||
| 6 EAST 32ND ST 5TH FLOOR | NEW YORK | NY | 10016 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $1,500 |
| CORNELL LAW SCHOOL | |||||||
| PO BOX 25838 | LEHIGH VALLEY | PA | 18003 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5022 | HAGERSTOWN | MD | 21741 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 |
| EMPOWER YOLO INC | |||||||
| 175 WALNUT ST | WOODLAND | CA | 95695 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $3,000 |
| ENGLEWOOD HOSPITAL & MEDICAL CENTER | |||||||
| 350 ENGLE ST | ENGLEWOOD | NJ | 07631 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| HACKENSACK UNIVERSITY MEDICAL CENTER FOUNDATION | |||||||
| 360 ESSEX STREET SUITE 301 | HACKENSACK | NJ | 07601 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| HOLY NAME HEALTH CARE FOUNDATION | |||||||
| 718 TEANECK ROAD | TEANECK | NJ | 07666 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| INNOCENCE PROJECT | |||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $1,000 |
| JEWISH HOME AT ROCKLEIGH | |||||||
| 10 LINK DRIVE | ROCKLEIGH | NJ | 07647 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| MAKERSPHERE COOPERATIVE INC | |||||||
| PO BOX 114 | WATERBURY | VT | 05676 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,000 |
| MARLENE MEYERSON JCC | |||||||
| 334 AMSTERDAM AVE AT W76TH ST | NEW YORK | NY | 10023 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $10,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 633 THIRD AVENUE 28TH FLOOR | NEW YORK | NY | 10017 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| MOMENT MAGAZINE ENDOWMENT | |||||||
| 4115 WISCONSIN AVE NW SUITE 10 | WASHINGTON | DC | 20016 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 |
| MOUNT SINAI HOSPITAL | |||||||
| 1468 MADISON AVENUE | NEW YORK | NY | 10029 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | |||||||
| 383 MAIN AVENUE 5TH FLOOR | NORWALK | CT | 06851 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| NEW YORK CENTER FOR LAW AND JUSTICE | |||||||
| 2095 BROADWAY | NEW YORK | NY | 10023 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| NEW YORK PRESBYTERIAN WEIL CORNELL | |||||||
| 525 EAST 68TH STREET | NEW YORK | NY | 10065 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 |
| PHOEBE FOUNDATION | |||||||
| 801 WOODCREST DRIVE | SPRING LAKE HEIGHTS | NJ | 07762 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,000 |
| PLANNED PARENTHOOD | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONSTO FUND NORMAL OPERATIONS | $5,000 |
| PROVIDENCE COLLEGE ( CP FORSTER SCHOLARSHIP) | |||||||
| 52 CEDAR DRIVE | BRISTOL | RI | 02809 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 |
| PUBLIC THEATER | |||||||
| 425 LAFAYETTE ST | NEW YORK | NY | 10003 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 |
| SHARSHERET | |||||||
| 1086 TEANECK RD | TEANECK | NJ | 07666 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 |
| SMITHSONIAN MUSEUM OF NATURAL HISTORY | |||||||
| 10TH ST CONSTITUTION AVE NW | WASHINGTON | DC | 20560 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 |
| THE BROTHERHOODSISTER SOL | |||||||
| 140 HAMILTON PL | NEW YORK | NY | 10031 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $10,000 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 |
| TREE DAVIS | |||||||
| PO BOX 72053 | DAVIS | CA | 95616 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $1,500 |
| TRUSTEES OF COLUMBIA UNIV-SCHOOL OF SOCIAL WORK | |||||||
| 1255 AMSTERDAM AVE | NEW YORK | NY | 10027 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $7,500 |
| UNITED STATES NAVY MEMORIAL | |||||||
| PO BOX 96570 | WASHINGTON | DC | 20090 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| PO BOX 19970 | CINCINNATI | OH | 45219 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| WESTSIDE CAMPAIGN AGAINST HUNGER | |||||||
| 263W 86TH STREET | NEW YORK | NY | 10024 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $205,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $111,425 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $145,300 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $256,725 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $256,725 | 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 | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $2,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $2,288,582 | EOYBookValueAmt |
| EOYFMV | $2,300,375 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,500,650 | EOYBookValueAmt |
| EOYFMV | $1,726,702 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE WC | $161 | $0 | $0 |
| ADVISORY FEES | $15,977 | $15,977 | $0 |
| PAYROLL PROCESSING FEES | $2,703 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $3,449 | $0 | $0 |
| FEDERAL INCOME TAXES 2018 | $2,865 | $0 | $0 |
| FEDERAL INCOME TAXES 2019 EST | $2,546 | $0 | $0 |