C GEORGE VAN KAMPEN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- C GEORGE VAN KAMPEN FOUNDATION (EIN 16-1686511)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-15
- IRS object ID
- 202021069349100307
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-15T13:49:15-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 842848875 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MURTHA TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 845 3RD AVE FL 6 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | 161686511 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE C GEORGE VAN KAMPEN FOUDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O SUNG HAN ANDERSEN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CGEO | BusinessNameControlTxt |
| Phone | 9739787473 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 346 COUNTY RD 565 | AddressLine1Txt |
| City | WANTAGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07461 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUNG HAN ANDERSEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128312779 | PhoneNum |
| Signature | 2020-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL MURTHA | PreparerPersonNm |
| PTIN | P01810059 | PTIN |
| Phone | 6462905291 | PhoneNum |
| Preparation | 2020-03-25 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.65.201.31 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-15 | IPDt |
| IP Tm | 13:49:15 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | ECBCF65C225329C503745E4EFF1E07411369444B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | ECBCF65C225329C503745E4EFF1E07411369444B | 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 | $834,908 | 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 | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $8 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $4,125 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,125 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,125 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,194 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $117,207 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,194 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,218 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | -$1,218 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $49,109 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,327 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,915 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,338 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,337 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,103 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,052 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,051 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $100 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,728 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $456 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $228 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $228 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,062 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,618 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,716 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,062 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,618 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,716 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,047 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,709 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,915 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $50,931 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,520 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,520 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $481,876 | CorporateStockBOYAmt |
| Corporate Stock EOY | $506,876 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $784,388 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,728 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $86 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $1,642 | LandEOYAmt |
| Total Assets BOY | $532,807 | TotalAssetsBOYAmt |
| Total Assets EOY | $559,038 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $834,908 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $532,807 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $559,038 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $532,807 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $559,038 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $532,807 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $559,038 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $532,807 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,047 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,642 | OtherIncreasesAmt |
| Subtotal | $560,496 | SubtotalAmt |
| Other Decreases | $1,458 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $559,038 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $12,989 | $14,336 | -$1,347 | -$1,347 |
| PUBLICLY TRADED SECURITIES | P | $63,599 | $56,677 | $6,922 | $6,922 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,194 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $31,345 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $763,827 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041037 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $32,845 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $689,154 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047660 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $83,786 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $550,864 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.152099 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $115,315 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $797,266 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.144638 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $113,490 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $627,883 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.180750 | DistributionYr5Rt |
| Total Distribution | 0.566184 | TotalDistributionRt |
| Average Distribution | 0.113237 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $766,823 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $86,833 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $447 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $87,280 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $15,716 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $894 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $894 | SubtotalAmt |
| Tax Based On Investment Income | $894 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $36 | EsPenaltyAmt |
| Tax Due | $930 | 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 |
| Individual With Books | SUNG HAN ANDERSEN | IndividualWithBooksNm |
| Phone | 9739787473 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 346 COUNTY RD 565 | AddressLine1Txt |
| City | WANTAGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07461 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| SUNG HAN ANDERSEN | ||||||||
| 346 COUNTY RD 565 | WANTAGE | NJ | 07461 | PRESIDENT | 10.00 | $4,000 | $0 | $0 |
| G CHRIS ANDERSEN | ||||||||
| 315 MATTISON RESERVOIR AVE | BRANCHVILLE | NJ | 07826 | VICE PRESIDE | 1.00 | $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 | $740,718 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,783 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $778,501 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $778,501 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,678 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $766,823 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,341 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,341 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $894 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $894 | TotalTaxAmt |
| Distributable Before Adj | $37,447 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $37,447 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $37,447 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,716 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $15,716 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $15,716 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,447 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $83,203 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $75,839 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $56,243 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $215,285 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,716 | QualifyingDistributionsAmt |
| Applied To Current Year | $15,716 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $21,731 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $21,731 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $193,554 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $61,472 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $132,082 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $75,839 | ExcessFromYear4Amt |
| Excess From Year3 | $56,243 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | G CHRIS ANDERSEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GAIT THERAPEUTIC RIDING CENTER | ||||||
| PO BOX 69 | MILFORD | PA | 18337 | PC | AN UNRESTRICTED GRANT | $4,000 |
| WOMEN'S PROJECT AND PRODUCTIONS INC | ||||||
| 55 WEST END AVE | NEW YORK | NY | 10023 | PC | AN UNRESTRICTED GRANT | $2,500 |
| NEW YORK PUBLIC LIBRARY | ||||||
| 445 FIFTH AVE 8TH FL | NEW YORK | NY | 10016 | PC | AN UNRESTRICTED GRANT | $2,500 |
| RAND CORPORATION | ||||||
| 1776 MAIN ST PO BOX 2138 | SANTA MONICA | CA | 90407 | PC | AN UNRESTRICTED GRANT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,125 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $46,194 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd |
|---|---|---|---|
| ORDINARY BUSINESS LOSS | 211110 | -$1,207 | 18 |
| SECTION 1231 LOSS | 211110 | -$11 | 18 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,218 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $50,327 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,109 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DEVER EWING | $675 | $338 | $337 |
| TAX PREPARATION | $4,000 | $2,000 | $2,000 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER | PropertyDesc |
| Acquired | 2019-06-24 | AcquiredDt |
| Cost Or Other Basis | $1,728 | CostOrOtherBasisAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 5.0000 | LifeRt |
| Current Year Expense | $1,728 | CurrentYearExpenseAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TOTAL INVESTMENT ACCOUNTS | StockNm |
| EOY Book Value | $506,876 | EOYBookValueAmt |
| EOYFMV | $784,388 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $1,458 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| CREDIT CARD FEES | $356 | $178 | $178 |
| MARKETING | $100 | $50 | $50 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| ORDINARY BUSINESS LOSS | -$1,207 | -$1,207 |
| SECTION 1231 LOSS | -$11 | -$11 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK DIFFERENCE | Desc |
| Amt | $1,642 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEE | CategoryTxt |
| Amt | $2,103 | Amt |
| Net Investment Income | $1,052 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,051 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NYS FILING FEE | CategoryTxt |
| Amt | $100 | Amt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |