MILLS FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MILLS FAMILY FOUNDATION INC (EIN 52-2280710)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-06
- IRS object ID
- 201901269349100635
- Schema version
- 2018v3.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-06T10:57:18-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHULMAN BLACK & KATZ LLP CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 ROUTE 304 | AddressLine1Txt |
| City | NEW CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 109563035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522280710 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Mills Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 9149680060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 Fanshaw Avenue | AddressLine1Txt |
| City | Yonkers | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Judith Mills Johnson | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 9149680060 | PhoneNum |
| Signature | 2019-05-06 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joel Black CPA | PreparerPersonNm |
| PTIN | P00090906 | PTIN |
| Phone | 8456384600 | PhoneNum |
| Preparation | 2019-05-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.23.87.147 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-06 | IPDt |
| IP Tm | 10:57:07 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B7CA5BA6AC161B5A50E43F25E02BB97D8C025631 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 21841466E1F62B36DDFD2E6729322A668DD238E3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,388,571 | 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 | $17,743 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,743 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,370 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,370 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $131,829 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $469,877 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $180,942 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,113 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $255 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $13,143 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,143 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $16,898 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,143 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $92,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $92,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $109,398 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,143 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $92,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $71,544 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,970 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $67,927 | CashBOYAmt |
| Cash EOY | $83,394 | CashEOYAmt |
| Cash EOYFMV | $83,394 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $50,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,000 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $392,193 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $437,448 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $424,473 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $972,606 | CorporateStockBOYAmt |
| Corporate Stock EOY | $959,358 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,830,704 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $25,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| 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 | $1,457,726 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,530,200 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,388,571 | 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 SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,457,726 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,530,200 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,457,726 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,530,200 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,457,726 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,530,200 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,457,726 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $71,544 | ExcessRevenueOverExpensesAmt |
| Other Increases | $930 | OtherIncreasesAmt |
| Subtotal | $1,530,200 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,530,200 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $96,245 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $0 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $99,634 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $103,671 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,161,490 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047963 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $107,638 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,214,124 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048614 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $99,080 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,060,149 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048094 | DistributionYr5Rt |
| Total Distribution | 0.144671 | TotalDistributionRt |
| Average Distribution | 0.028934 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $360 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $360 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $92,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $360 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $360 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $360 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $360 | 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 | DC | 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 | Judith Mills-Johnson | IndividualWithBooksNm |
| Phone | 9149680181 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 Fanshaw Avenue | AddressLine1Txt |
| City | Yonkers | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10705 | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Judith Mills-Johnson | ||||||||
| 25 Fanshaw Avenue | Yonkers | NY | 10705 | Pres/Treas | 5.00 | $0 | $0 | $0 |
| David Brylawski | ||||||||
| 4444 Albermarle St | Washington | DC | 20016 | Vice Pres | 1.00 | $0 | $0 | $0 |
| Richard Mills | ||||||||
| 5708 Cricket Place | McLean | VA | 22101 | Vice-Pres | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $360 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $360 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $92,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $92,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $360 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $92,140 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $99,500 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $108,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $104,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $100,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $96,500 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $508,000 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $92,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $92,500 | RemainingDistriFromCorpusAmt |
| Total Corpus | $600,500 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $99,500 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $501,000 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $108,000 | ExcessFromYear4Amt |
| Excess From Year3 | $104,000 | ExcessFromYear3Amt |
| Excess From Year2 | $100,000 | ExcessFromYear2Amt |
| Excess From Year1 | $96,500 | ExcessFromYear1Amt |
| Excess From Current Year | $92,500 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Arena Stage | ||||||
| 1101 Sixth Street SW | Washington | DC | 20024 | PublicCharity | Charitable | $5,000 |
| Greystone Foundation | ||||||
| 21 Park Avenue | Yonkers | NY | 10703 | PublicCharity | Charitable | $1,500 |
| American Jewish World Service | ||||||
| 45 W 36th Street | New York | NY | 10018 | PublicCharity | Charitable | $10,000 |
| Afya Foundation | ||||||
| 140 Saw Mill River Rd | Yonkers | NY | 10701 | PublicCharity | Charitable | $2,500 |
| Doctors Without Borders | ||||||
| 333 Seventh Ave 2nd Floor | New York | NY | 10001 | PublicCharity | Charitable | $5,000 |
| Grace Cottage Hospital | ||||||
| 185 Grafton Road | Townshend | VT | 05353 | PublicCharity | Charitable | $1,500 |
| Usdan Center for the Creative and Performing Arts | ||||||
| 420 East 79th ST | New York | NY | 10075 | PublicCharity | Charitable | $1,000 |
| Chief's Fund | ||||||
| 19 Watchtower Road | Hopkinton | NH | 03229 | PublicCharity | Charitable | $2,000 |
| Sidwell Friends School | ||||||
| 3825 Wisconsin Avenue NW | Washington | DC | 20016 | PublicCharity | Educational | $5,000 |
| Mount Sinai Adolescent Health Center | ||||||
| 312-320 E 94th St | New York | NY | 10128 | PublicCharity | Charitable | $5,000 |
| Center for Reproductive Rights | ||||||
| 199 Water Street | New York | NY | 10038 | PublicCharity | Charitable | $5,000 |
| Untermeyer Garden Conservancy | ||||||
| 945 North Broadway | Yonkers | NY | 10701 | PublicCharity | Charitable | $1,000 |
| Jewish Historical Society of Greater Washington | ||||||
| 701 4th St NW Suite 200 | Washington | DC | 20001 | PublicCharity | Charitable | $1,000 |
| Wave Hill | ||||||
| 675 W 252nd St | Bronx | NY | 10471 | PublicCharity | Charitable | $5,000 |
| Kena Shriners | ||||||
| PO Box 456 | Merrifield | VA | 22116 | PublicCharity | Charitable | $2,500 |
| Montgomery College Foundation | ||||||
| 9221 Corporate Blvd 3rd Fl | Rockville | MD | 20850 | PublicCharity | Educational | $10,000 |
| Planned Parenthood Action Fund | ||||||
| PO Box 96009 | Washington | DC | 20077 | PublicCharity | Charitable | $3,000 |
| Westhab | ||||||
| 8 Bashford St | Yonkers | NY | 10701 | PublicCharity | Charitable | $2,500 |
| RMHAMosaic Mental Health | ||||||
| 5676 Riverdale Avenue | Bronx | NY | 10471 | PublicCharity | Charitable | $1,000 |
| Greater DC Diaper Bank | ||||||
| 1532 A Street NE | Washington | DC | 20002 | PublicCharity | Charitable | $3,000 |
| Humane Rescue Alliance | ||||||
| PO Box 96312 | Washington | DC | 20009 | PublicCharity | Charitable | $2,500 |
| Washington Baltimore Center For Psychoanalysis | ||||||
| 2120 L Street NW Suite 600-1 | Washington | DC | 20037 | PublicCharity | Charitable | $2,500 |
| Doorways for Women and Families | ||||||
| PO Box 100185 | Arlington | VA | 22210 | PublicCharity | Charitable | $2,000 |
| Lucky Dog Animal Rescue | ||||||
| 5159 Lee Hwy | Arlington | VA | 22207 | PublicCharity | Charitable | $2,500 |
| Berwyn Heights Elementary School | ||||||
| 6200 Pontiac Street | Berwyn Heights | MD | 20740 | PublicCharity | Charitable | $1,000 |
| Eastham Public Library | ||||||
| 190 Samoset Road | Eastham | MA | 02642 | PublicCharity | Charitable | $1,000 |
| RAICES | ||||||
| 1305 N Flores St | San Antonio | TX | 78212 | PublicCharity | Charitable | $5,000 |
| Dress for Success Worldwide | ||||||
| 32 East 31st Street | New York | NY | 10016 | PublicCharity | Charitable | $2,500 |
| Riverdale Neighborhood House | ||||||
| 5521 Mosholu Avenue | Bronx | NY | 10471 | PublicCharity | Charitable | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $92,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,743 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,370 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $131,829 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $49,113 | ExclusionAmt |
| Related Or Exempt Function Incm | $131,829 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $180,942 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | n/a | LineNumberTxt |
| Relationship Statement | Stock sales provided funds for charitable contributions | RelationshipStatementTxt |
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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Stocks | AssetDesc |
| Gross Sales Price | $469,877 | GrossSalesPriceAmt |
| Basis | $338,048 | BasisAmt |
| Total Net | $131,829 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Various | StockNm |
| EOY Book Value | $959,358 | EOYBookValueAmt |
| EOYFMV | $1,830,704 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $437,448 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $424,473 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Management fees | Desc |
| Revenue And Expenses Per Books | $13,143 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13,143 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous basis adjustments | Desc |
| Amt | $930 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2017 Federal Fiduciary | CategoryTxt |
| Amt | $255 | Amt |