ELLIOTT FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ELLIOTT FAMILY FOUNDATION INC (EIN 20-2025290)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-26
- IRS object ID
- 202010869349100206
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-26T08:55:19-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMBER CASCIO & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 Minuteman Road | AddressLine1Txt |
| City | Ridgefield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06877 | 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 | 202025290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELLI | BusinessNameControlTxt |
| Phone | 9147638931 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 EAST RIDGE ROAD | AddressLine1Txt |
| City | WACCABUC | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10597 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ELLIOTT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9147638931 | PhoneNum |
| Signature | 2020-03-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS CASCIO | PreparerPersonNm |
| PTIN | P01223214 | PTIN |
| Phone | 2034315714 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.63.128.84 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-03-26 | IPDt |
| IP Tm | 08:55:05 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 554E751EE3B31B2CE79D681DD9EA816FBFA239E1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 554E751EE3B31B2CE79D681DD9EA816FBFA239E1 | 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 | $2,959,037 | 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 | $134,570 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $83,106 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $83,106 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $217,676 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,106 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,343 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $150 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,798 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,291 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $83,005 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $83,005 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $88,296 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,005 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $129,380 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $83,106 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $306,340 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $259,360 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $259,360 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $98,195 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $196,287 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $199,881 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,449,549 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,492,967 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,499,796 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,854,084 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,948,614 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,959,037 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,854,084 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,948,614 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,854,084 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,948,614 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,854,084 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,948,614 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,854,084 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $129,380 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,983,464 | SubtotalAmt |
| Other Decreases | $34,850 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,948,614 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WEBTEC 5SHS | P | 2019-03-01 | 2019-03-02 | $362 | $0 | $392 | -$30 | $0 | $0 | $0 | -$30 |
| VICTORY RS VALUE FD. 3000.14 | P | 2017-11-03 | 2019-02-21 | $70,263 | $0 | $95,014 | -$24,751 | $0 | $0 | $0 | -$24,751 |
| JANUS HENDERSON RESEARCH FD. | P | 2011-12-19 | 2019-12-23 | $24 | $0 | $15 | $9 | $0 | $0 | $0 | $9 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$24,772 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$30 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $134,439 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,481,833 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054169 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $110,750 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,604,696 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042519 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $150,845 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,020,982 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.074639 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $153,812 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,099,848 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073249 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $160,669 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,175,815 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.073843 | DistributionYr5Rt |
| Total Distribution | 0.318419 | TotalDistributionRt |
| Average Distribution | 0.063684 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,307,815 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $146,971 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $831 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $147,802 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $83,005 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,662 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,662 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,662 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $63 | EsPenaltyAmt |
| Tax Due | $1,725 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID ELLIOTT | IndividualWithBooksNm |
| Phone | 9147638931 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 EAST RIDGE ROAD | AddressLine1Txt |
| City | WACCABUC | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10597 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| DAVID ELLIOTT | ||||||||
| 80 EAST RIDGE RD | WACCABUC | NY | 10597 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| JEANNE ELLIOTT | ||||||||
| 80 EAST RIDGE RD | WACCABUC | NY | 10597 | VP | 2.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,145,499 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $197,460 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,342,959 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,342,959 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,144 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,307,815 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $115,391 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $115,391 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,662 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,662 | TotalTaxAmt |
| Distributable Before Adj | $113,729 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $113,729 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $113,729 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,005 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $83,005 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $83,005 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $113,729 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $64,522 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $134,439 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $198,961 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $83,005 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $83,005 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $113,729 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $113,729 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $168,237 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $168,237 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $85,232 | ExcessFromYear1Amt |
| Excess From Current Year | $83,005 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID ELLIOTT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 EAST RIDGE ROAD | AddressLine1Txt |
| City | WACCABUC | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 01597 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9147638931 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SOUTH SALAM FIRE DEPT | ||||||
| 1190 NY-35 | SOUTH SALEM | NY | 10590 | 501(C)3 | WELFARE | $1,250 |
| (no name) | ||||||
| $0 | ||||||
| WESTCHESTER PUTNAM COUNCIL BSA | ||||||
| 41 SAW MILL RIVER RD | HAWTHORNE | NY | 10532 | 501(C) 3 | SOCIAL SERVICE | $4,200 |
| (no name) | ||||||
| $0 | ||||||
| VALENTINA RAMIREZ | ||||||
| 277 NORTH STATE RD | BRIARCLIFF | NY | 10210 | N/A | EDUCATION | $1,500 |
| ITHACA COLLEGE | ||||||
| 953 DANBY RD | Ithaca | NY | 14850 | 501(c)3 | Education | $23,590 |
| CANISIUS COLLEGE | ||||||
| 2001 MAIN ST | BUFFALO | NY | 14208 | 501(C) | EDUCATION | $8,000 |
| NATL MS SOC | ||||||
| 733 THIER | NY | NY | 10017 | 501(C)3 | WELFARE | $1,000 |
| (no name) | ||||||
| $0 | ||||||
| JOHNSON AND WALES UNIVERSITY | ||||||
| 8 ABBOTT PARK PLACE | PROVIDENCE | RI | 02903 | 501 (C) (3) | EDUCATION | $5,000 |
| CHARLES RUSCIANO | ||||||
| 4 UPLAND COURT | SOUTH SALEM | NY | 10590 | N/A | EDUCATION | $500 |
| (no name) | ||||||
| $0 | ||||||
| THE LEUKEMIA SOCIETY | ||||||
| 3 INTERNATIONAL DRIVE | RYE BROOK | NY | 10573 | sEC 501(C)3 | WELFARE | $500 |
| (no name) | ||||||
| $0 | ||||||
| ROXANNE FORBES | ||||||
| 1205 OLD COUNTRY RD | ELMSFORD | NY | 10523 | N/A | EDUCATION | $500 |
| MANHATTANVILLE COLLEGE | ||||||
| 2900 PURCHASE ST | PURCHASE | NY | 10577 | 501(C) | EDUCATION | $6,000 |
| (no name) | ||||||
| $0 | ||||||
| SYRACUSE UNIV | ||||||
| 102 ARCHBOLD ST NORTH | SYRACUSE | NY | 13244 | SEC 501 (C)3 | EDUCATION | $4,000 |
| ROOSEVELT UNIV | ||||||
| 430 S MICHIGAN AVEE | CHICAGO | IL | 60605 | 501(C) 3 | EDUCATION | $18,101 |
| GREENWICH CHORAL SOCIETY | ||||||
| PO BOX 5 | GREENWICH | CT | 06836 | SEC 501 (C)3 | ARTS | $114 |
| LOUISBORO VOLUNTEER AMBULANCE CORP | ||||||
| PO BOX 41 | SOUTH SALEM | NY | 10590 | SEC 501 9C0 3 | WELFARE | $750 |
| (no name) | ||||||
| $0 | ||||||
| (no name) | ||||||
| $0 | ||||||
| (no name) | ||||||
| $0 | ||||||
| (no name) | ||||||
| $0 | ||||||
| (no name) | ||||||
| $0 | ||||||
| BERKLEE COLLEGE OF MUSIC | ||||||
| 1140 BOYLSTON ST | BOSTON | MA | 02215 | 501(C)3 | EDUCATION | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $83,005 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,106 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $83,106 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $83,106 | 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 | AMBER CASCIO & CO. TAX FILING FEES | CategoryTxt |
| Amt | $2,343 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COROPORATE STOCKS | $1,231,805 | $2,088,119 |
| MUTUAL FUNDS | $229,683 | $361,367 |
| EXCHANGE TRADED FUNDS | $31,479 | $50,310 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DIFFERENCES IN BOOK BASIS OF CONTRIBUTIONS AND TAX ACCOUNTING | $10,078 |
| SALE OF SECURITES NOT IN REPORT | $24,772 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc |
|---|
| MISCELLANIOUS |
| OTHER EXPENSES |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH ANNAUL FEE | CategoryTxt |
| Amt | $150 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| NYS | $275 |
| FEDERAL | $1,766 |
| FOREIGN TAXES | $757 |