BLACK IV INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BLACK IV INC (EIN 83-2498144)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-06
- IRS object ID
- 202043119349100649
- 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 Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-06T13:36:06-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 709 WESTCHESTER AVENUE | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10604 | 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 | 832498144 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACK IV INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLAC | BusinessNameControlTxt |
| Phone | 9149492990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 JENIFER LANE | AddressLine1Txt |
| City | COS COB | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06807 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN BLACK | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 9149492990 | PhoneNum |
| Signature | 2020-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD HROBERTSCPA | PreparerPersonNm |
| PTIN | P00667378 | PTIN |
| Phone | 9149492990 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.119.184.216 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-30 | IPDt |
| IP Tm | 15:08:08 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | 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 | $1,387,753 | 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 | $26,223 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,223 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $232,186 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,407,486 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $77,486 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $258,409 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $103,709 | 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 |
| Accounting Fees Rev And Expnss | $2,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,850 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $235 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $235 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $383 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $383 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,468 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $618 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,850 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,110 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,110 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,578 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $618 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $54,960 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $202,831 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $103,091 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $647,906 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $647,906 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,175,300 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $730,225 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $739,847 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,175,300 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,378,131 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,387,753 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,175,300 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,378,131 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,175,300 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,378,131 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,175,300 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,378,131 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,175,300 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $202,831 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,378,131 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,378,131 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,407,486 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,330,000 | CostOrOtherBasisAmt |
| Gain Or Loss | $77,486 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $77,486 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $77,486 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,177,321 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Total Distribution | 0.000000 | TotalDistributionRt |
| Average Distribution | 0.000000 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,636,532 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,031 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,031 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $54,960 | 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 | $1,031 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,031 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,031 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $38 | EsPenaltyAmt |
| Overpayment | $1,431 | OverpaymentAmt |
| Applied To ES Tax | $1,431 | 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 | CT | 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 | STEVEN R BLACK | IndividualWithBooksNm |
| Phone | 9149492990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 JENIFER LANE | AddressLine1Txt |
| City | COS COB | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06807 | 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 |
|---|---|---|---|---|---|---|---|---|
| MARJORIE L BLACK | ||||||||
| 2 JENIFER LANE | COS COB | CT | 06807 | DIRECTOR, PRESIDENT | 1.00 | $0 | $0 | $0 |
| STEVEN R BLACK | ||||||||
| 2 JENIFER LANE | COS COB | CT | 06807 | DIRECTOR, VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SARAH A BLACK | ||||||||
| 2 JENIFER LANE | COS COB | CT | 06807 | DIRECTOR, SECRETARY | 1.00 | $0 | $0 | $0 |
| JUSTIN L BLACK | ||||||||
| 2 JENIFER LANE | COS COB | CT | 06807 | DIRECTOR, TREASURER | 1.00 | $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 | $593,430 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,068,024 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,661,454 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,661,454 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,922 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,636,532 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $81,827 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $81,827 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,031 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,031 | TotalTaxAmt |
| Distributable Before Adj | $80,796 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $80,796 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $80,796 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $54,960 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $54,960 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,031 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $53,929 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $80,796 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18,224 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $54,960 | QualifyingDistributionsAmt |
| Applied To Year1 | $18,224 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,736 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $44,060 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2018-09-10 | PrivateOperatingFndtnRulingDt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN COUNCIL FOR THE BLIND | ||||||
| 1703 N BEAUREGARD ST STE 420 | ALEXANDRIA | VA | 22311 | PC | GENERAL PURPOSE | $100 |
| UNIV OF WISCONSIN FOUDNATION | ||||||
| US BANK LOCKBOX 78807 | MILWAUKEE | WI | 53278 | PC | GENERAL PURPOSE | $250 |
| GREENWICH ALLIANCE FOR EDUCATION | ||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | PC | GENERAL PURPOSE | $200 |
| BIRTHRIGHT ISRAEL | ||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | PC | GENERAL PURPOSE | $3,600 |
| GREENWICH UNITED WAY | ||||||
| 500 W PUTNAM AVENUE STE 415 | GREENWICH | CT | 06830 | PC | GENERAL PURPOSE | $250 |
| NEIGHBOR TO NEIGHBOR | ||||||
| 248 E PUTNAM AVENUE | GREENWICH | CT | 06830 | PC | GENERAL PURPOSE | $3,000 |
| CT BROADCASTING NETWORK | ||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | PC | GENERAL PURPOSE | $550 |
| AVENTURA TURNBERRY JEWISH CENTER | ||||||
| 20400 NE 30TH AVENUE | AVENTURA | FL | 33180 | PC | GENERAL PURPOSE | $1,800 |
| BROADWAY CARES | ||||||
| 165 W 46TH STREET | NEW YORK | NY | 10036 | PC | GENERAL PURPOSE | $7,000 |
| AMERICAN FRIENDS OF SHALVA | ||||||
| 315 5TH AVENUE | NEW YORK | NY | 10016 | PC | GENERAL PURPOSE | $8,800 |
| ALS ASSN CT CHAPTER | ||||||
| 4 OXFORD RD UNIT E4 | MILFORD | CT | 06460 | PC | GENERAL PURPOSE | $100 |
| UJA-JCC GREENWICH | ||||||
| 1 HOLLY HILL LN | GREENWICH | CT | 06830 | PC | GENERAL PURPOSE | $15,000 |
| TEMPLE BNAI ISRAEL | ||||||
| 471 ELMONT ROAD | ELMONT | NY | 11003 | PC | GENERAL PURPOSE | $500 |
| GREENWICH LIBRARY | ||||||
| 101 W PUTNAM AVENUE | GREENWICH | CT | 06830 | PC | GENERAL PURPOSE | $500 |
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND | ||||||
| 345 WHITNEY AVENUE | NEW HAVEN | CT | 06511 | PC | GENERAL PURPOSE | $4,200 |
| GREENWICH EMS | ||||||
| 1111 E PUTNAM AVENUE | RIVERSIDE | CT | 06878 | PC | GENERAL PURPOSE | $100 |
| GREENWICH SILVER SHIELD ASSOC | ||||||
| 11 BRUCE PL | GREENWICH | CT | 06830 | PC | GENERAL PURPOSE | $100 |
| CHILDREN'S WISH FOUNDATION | ||||||
| 8615 ROSWELL ROAD | ATLANTA | GA | 30350 | PC | GENERAL PURPOSE | $100 |
| UNIVERSITY OF MASS | ||||||
| 300 MASSACHUSETTS AVENUE | AMHERST | MA | 01003 | PC | GENERAL PURPOSE | $150 |
| MUHLENBERG COLLEGE | ||||||
| 2400 CHEW STREET | ALLENTOWN | PA | 18104 | PC | GENERAL PURPOSE | $250 |
| MSK | ||||||
| 500 WESTCHESTER AVENUE | WEST HARRISON | NY | 10604 | PC | GENERAL PURPOSE | $100 |
| FARGO FOUNDATION FOR APPLIED RESEARCH IN GASTROINTESTINAL ONCOLOGY | ||||||
| 106 IRVING STREET NY3900 | WASHINGTON | DC | 20010 | PC | GENERAL PURPOSE | $5,000 |
| OCEAN BEACH VOLUNTEER FIRE DEPARTMENT | ||||||
| 40 KITTIWAKE AVENUE | LAVALLETTE | NJ | 08735 | PC | GENERAL PURPOSE | $100 |
| JEWISH FAMILY SERVICES OF GREENWICH | ||||||
| 1 HOLLY HILL LANE | GREENWICH | CT | 06830 | PC | GENERAL PURPOSE | $360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,110 | 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 | $26,223 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $232,186 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $258,409 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $258,409 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,850 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TEMPLETON GLOBAL BOND FUND ADVISORS | AT COST | $50,000 | $47,634 |
| ISHARES TR JPMORGAN USD EMG | AT COST | $50,152 | $50,979 |
| ISHARES INC CORE MSCI EMKT | AT COST | $125,073 | $129,830 |
| SEG PARTNERS OFFSHORE, LTD-CL D | AT COST | $252,500 | $252,891 |
| P2 CAPITAL FUND, LTD-CLASS R | AT COST | $252,500 | $258,513 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $383 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $383 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $235 | Amt |
| Net Investment Income | $235 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |