HW SCHILLER FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HW SCHILLER FAMILY FOUNDATION INC (EIN 06-1666049)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-27
- IRS object ID
- 202003019349100525
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-27T15:32:18-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 272761141 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TURTLE BAY GROUP INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 LEXINGTON AVENUE 24TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 061666049 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HW SCHILLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O TURTLE BAY GROUP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HWSC | BusinessNameControlTxt |
| Phone | 6465788120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 LEXINGTON AVENUE NO 24 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARVEY W SCHILLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6467553829 | PhoneNum |
| Signature | 2020-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD M STARR | PreparerPersonNm |
| PTIN | P01236476 | PTIN |
| Phone | 6465788120 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 63.210.211.142 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-27 | IPDt |
| IP Tm | 09:03:39 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1A4C7224AC153A719C4CFF8D3649B35B1C60F6B9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 140BD2298B46BBBBCCCC10002D0F2AF348CDE5AD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,356,829 | 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 | $30,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $33,189 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,189 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,605 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,605 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,605 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $202 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $202 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $69,996 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,996 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $407 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $407 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,923 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,161 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,762 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,330 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,568 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,762 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,280 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,568 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,712 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,716 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,428 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,376 | CashBOYAmt |
| Cash EOY | $2,476 | CashEOYAmt |
| Cash EOYFMV | $2,476 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $163,514 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $150,111 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $150,288 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $872,351 | CorporateStockBOYAmt |
| Corporate Stock EOY | $441,915 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $749,436 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $455,455 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $454,629 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,041,241 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,049,957 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,356,829 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,041,241 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,049,957 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,041,241 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,049,957 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,041,241 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,049,957 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,041,241 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,716 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,049,957 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,049,957 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $6,605 | GrossSalesPriceAmt |
| Gain Or Loss | $6,605 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,605 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,605 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $38,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,253,334 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.030718 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $23,487 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,203,423 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.019517 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $69,099 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,133,973 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060935 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $78,931 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,073,650 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073517 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $87,463 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,123,998 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.077814 | DistributionYr5Rt |
| Total Distribution | 0.262501 | TotalDistributionRt |
| Average Distribution | 0.052500 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,288,858 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $67,665 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $314 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $67,979 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $52,712 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $629 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $629 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $629 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $24 | EsPenaltyAmt |
| Tax Due | $653 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TURTLE BAY GROUP INC | IndividualWithBooksNm |
| Phone | 6465788120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 LEXINGTON AVENUE 24TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 (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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| DR HARVEY SCHILLER | |||||||||
| 160 OCEAN PALMS COURT | KIAWAH ISLAND | SC | 29455 | PRESIDENT | 1.00 | $0 | $0 | $0 | |
| MARCIA SCHILLER | |||||||||
| 160 OCEAN PALMS COURT | KIAWAH ISLAND | SC | 29455 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 | |
| ERIKA SCHILLER | |||||||||
| C/O TURTLE BAY GROUP 369 LEXINGTON | NEW YORK | NY | 10017 | TREASURER | 1.00 | $0 | $0 | $0 | AVENUE |
| DEREK SCHILLER | |||||||||
| C/O TURTLE BAY GROUP 369 LEXINGTON | NEW YORK | NY | 10017 | SECRETARY | 1.00 | $0 | $0 | $0 | AVENUE |
| 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 | $1,142,945 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $165,540 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,308,485 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,308,485 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,627 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,288,858 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,443 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,443 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $629 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $629 | TotalTaxAmt |
| Distributable Before Adj | $63,814 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $63,814 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $63,814 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,712 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $52,712 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $52,712 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,814 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $28,597 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $25,630 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,202 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $68,429 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,712 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,712 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $11,102 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $11,102 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $57,327 | 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 | $17,495 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $39,832 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $25,630 | ExcessFromYear4Amt |
| Excess From Year3 | $14,202 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GEORGETOWN MINISTRY CENTER | |||||||
| 1041 WISCONSIN AVE NW | WASHINGTON | DC | 20007 | NONE | PUBLIC | TO SUPPORT IN FINDING LASTING SOLUTIONS FOR PEOPLE WHO ARE HOMELESS ON THE STREETS OF GEORGETOWN. | $1,000 |
| HALCYON HOUSE | |||||||
| 3400 PROSPECT ST NW | WASHINGTON | DC | 20017 | NONE | PUBLIC | TO SUPPORT INNOVATORS AND CREATORS WHO SEEK TO MAKE THE WORLD A BETTER PLACE. | $5,000 |
| FALCON ATHLETIC FUND | |||||||
| PO BOX 89 | USAF ACADEMY | CO | 80840 | NONE | PUBLIC | TO SUPPORT AN INITIATIVE IN DEVELOPING THE ABILITY OF EXCEPTIONAL YOUNG MEN AND WOMEN TO ATTEND THE USAF ACADEMY BY AWARDING JR COLLEGE AND PREP SCHOOL SCHOLARSHIPS. | $7,000 |
| THE KENNEDY CENTER INC | |||||||
| 2440 RESERVOIR AVENUE | TRUMBULL | CT | 06611 | NONE | PUBLIC | TO PROMOTE THE EMPOWERMENT OF CONSUMERS WITH DIVERSE DISABILITIES AND EXPERIENCES TOWARD OPTIMAL PARTICIPATION AND INCLUSION IN THE COMMUNITY. | $1,200 |
| MUSC (MEDICAL UNIVERSITY OF SC) FOUNDATION | |||||||
| 18 BEE ST CHARLESTON | CHARLESTON | SC | 29425 | NONE | PUBLIC | TO SUPPORT THE EDUCATION, RESEARCH, PATIENT CARE AND OTHER PROGRAMS AT THE SC MEDICAL UNIVERSITY | $25,000 |
| THE CITADEL FOOTBALL ASSOCIATION | |||||||
| 520 FOLLY ROAD SUITE P-BOX 376 | CHARLESTON | SC | 29412 | NONE | PUBLIC | TO SUPPORT THE ATHLETIC DEPARTMENT OF THE CITADEL. | $750 |
| NATIONAL BASEBALL HALL OF FAME AND MUSEUM INC | |||||||
| 25 MAIN STREET COOPERSTOWN | NEW YORK | NY | 13326 | NONE | PUBLIC | TO PROVIDE SUPPORT TO A NONPROFIT COMMITTED TO PRESERVING THE HISTORY OF AMERICA'S PASTIME (BASEBALL) AND CELEBRATING THE LEGENDARY PLAYERS, MANAGERS, UMPIRES AND EXECUTIVES WHO HAVE MADE THE GAME A FAN FAVORITE FOR MORE THAN A CENTURY. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,950 | 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 | $33,189 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $202 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,605 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $39,996 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,996 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DR HARVEY SCHILLER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 OCEAN PALMS COURT | AddressLine1Txt |
| City | KIAWAH ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29455 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $455,455 | EOYBookValueAmt |
| EOYFMV | $454,629 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $441,915 | EOYBookValueAmt |
| EOYFMV | $749,436 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING & TAX PREP FEES | $2,512 | $0 | $2,512 |
| FILING FEES | $250 | $0 | $250 |
| INV. MGMT FEES | $8,161 | $8,161 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $202 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $202 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $202 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $219 | $219 | $0 |
| FEDERAL TAX | $188 | $188 | $0 |