MICHAEL AND ROBIN PSAROS FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL AND ROBIN PSAROS FAMILY FOUNDATION (EIN 47-1978258)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-21
- IRS object ID
- 201902339349100505
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-21T09:33:23-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133791592 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERELSON WEINER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 PARK AVENUE 2ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101710002 | 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 | 471978258 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MICHAEL AND ROBIN PSAROS | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 2123385108 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 39 | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105770039 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL PSAROS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2123385108 | PhoneNum |
| Signature | 2019-08-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RIAZ S QUREISHI CPA | PreparerPersonNm |
| PTIN | P00047903 | PTIN |
| Phone | 2126053100 | PhoneNum |
| Preparation | 2019-08-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.121.162.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-16 | IPDt |
| IP Tm | 12:05:49 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D4E9A04D23E7FA641394941BF02E213630DD4B1D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F8224541BFB26792CBF6C70789587FD9D335B145 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,933,238 | 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 | $1,003,621 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $84,249 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $84,249 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$24,873 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,132,527 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $316,836 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,062,997 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $401,085 | 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 | $4,460 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,345 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,115 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,434 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,434 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $438 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $438 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,332 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,779 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,553 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $144,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $144,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $158,332 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,779 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $145,553 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $904,665 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $388,306 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $288,023 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $966,748 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $966,748 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $2,890,913 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,116,853 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,966,490 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,178,936 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,083,601 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,933,238 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $3,178,936 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,083,601 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,178,936 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,083,601 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,178,936 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,083,601 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,178,936 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $904,665 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,083,601 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,083,601 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | D | $994,061 | $661,912 | $332,149 | $332,149 |
| PUBLICLY TRADED SECURITIES | P | $99,548 | $102,614 | -$3,066 | -$3,066 |
| PUBLICLY TRADED SECURITIES | P | $1,038,918 | $1,051,165 | -$12,247 | -$12,247 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $316,836 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $158,537 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,989,160 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053037 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $33,885 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,130,955 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.029961 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,999 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $984,437 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.025394 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $985,000 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.108392 | TotalDistributionRt |
| Average Distribution | 0.027098 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,108,696 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $84,239 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,883 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $88,122 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $145,553 | 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 | $3,883 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,883 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,883 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,172 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,172 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,289 | OverpaymentAmt |
| Applied To ES Tax | $3,289 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERELSON WEINER LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126053100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 PARK AVENUE 2ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10171 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL PSAROS | ||||||||
| 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | DIRECTOR/TREASURER | 0.10 | $0 | $0 | $0 |
| ROBIN PSAROS | ||||||||
| 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | DIRECTOR/SECRETARY | 0.10 | $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 | $3,059,158 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $96,879 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,156,037 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,156,037 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,341 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,108,696 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $155,435 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $155,435 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,883 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,883 | TotalTaxAmt |
| Distributable Before Adj | $151,552 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $151,552 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $151,552 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $145,553 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $145,553 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,883 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $141,670 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $151,552 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $34,698 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $145,553 | QualifyingDistributionsAmt |
| Applied To Year1 | $34,698 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $110,855 | 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 | $40,697 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL PSAROS | ContributingManagerNm |
| Contributing Manager | ROBIN PSAROS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRONX YMCA | |||||||
| 2 CASTLE HILL AVE | BRONX | NY | 10473 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| CARVER CENTER BUILDING BRIGHTER FUTURES | |||||||
| 400 WESTCHESTER AVE | PORT CHESTER | NY | 10573 | NONE | PUBLIC CHARITY | GENERAL | $16,000 |
| PROJECT MORRY | |||||||
| 350 EXECUTIVE BLVD | ELMSFORD | NY | 10523 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| FOOD BANK FOR WESTCHESTER | |||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | NONE | PUBLIC CHARITY | GENERAL | $16,000 |
| FRIENDS OF KAREN | |||||||
| 118 TITICUS ROAD | NORTH SALEM | NY | 10560 | NONE | PUBLIC CHARITY | GENERAL | $16,000 |
| THE SHARING COMMUNITY | |||||||
| 1 HUDSON STREET | YONKERS | NY | 10702 | NONE | PUBLIC CHARITY | GENERAL | $16,000 |
| WEIRTON CHRISTIAN CENTER | |||||||
| PO BOX 2045 | WEIRTON | WV | 26062 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| GOD'S LOVE WE DELIVER | |||||||
| 166 6TH AVE | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| GREEK AMERICAN EDUCATIONAL PUBLIC INFORMATION SYSTEMS | |||||||
| 23-18 29TH STREET | ASTORIA | NY | 11105 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| THE CHILDRENS HOPE CHEST | |||||||
| PO BOX 460 | PURCHASE | NY | 10577 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $144,000 | 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 | $84,249 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$24,873 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $59,376 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $59,376 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (50 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| MICHAEL AND ROBIN PSAROS | ||||||
| 1 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $2,778 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 2 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $2,715 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 3 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $5,880 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 4 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $5,293 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 5 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $1,677 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 6 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $5,284 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 7 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $13,173 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 8 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $3,413 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 9 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $13,698 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 10 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $3,436 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 11 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $5,617 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 12 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $88,485 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 13 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $11,494 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 14 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $2,134 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 15 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $163,253 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 16 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $43,285 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 17 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $56,913 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 18 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $1,660 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 19 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $6,296 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 20 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $4,963 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 21 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $3,181 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 22 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $2,309 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 23 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $2,717 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 24 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $7,772 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 25 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $133,550 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 26 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $146,928 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 27 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $91,542 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 28 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $850 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 29 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $6,472 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 30 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $29,733 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 31 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $4,342 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 32 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $4,733 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 33 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $1,799 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 34 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $4,128 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 35 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $2,895 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 36 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $3,776 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 37 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $46,209 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 38 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $4,232 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 39 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $11,981 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 40 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $1,844 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 41 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $2,427 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 42 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $6,956 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 43 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $2,482 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 44 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $5,243 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 45 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $3,895 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 46 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $1,137 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 47 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $6,373 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 48 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $10,146 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 49 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $3,267 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 50 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $9,255 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (50 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 11 ROPER TECHNOLOGIES INC | $2,778 | 2018-12-24 |
| 2 | 17 S&P GLOBAL INC | $2,715 | 2018-12-24 |
| 3 | 48 SALESFORCE.COM INC | $5,880 | 2018-12-24 |
| 4 | 25 THERMO FISHER SCIENTIFIC INC | $5,293 | 2018-12-24 |
| 5 | 21 TRACTOR SUPPLY CO | $1,677 | 2018-12-24 |
| 6 | 113 TWENTY-FIRST CENTURY FOX INC | $5,284 | 2018-12-24 |
| 7 | 56 UNITEDHEALTH GROUP INC | $13,173 | 2018-12-24 |
| 8 | 22 VERTEX PHARMACEUTICALS INC | $3,413 | 2018-12-24 |
| 9 | 111 VISA INC | $13,698 | 2018-12-24 |
| 10 | 43 ZOETIS INC | $3,436 | 2018-12-24 |
| 11 | 72 PAYPAL HOLDINGS INC | $5,617 | 2018-12-24 |
| 12 | 517 NEXTERA ENERGY INC | $88,485 | 2018-12-24 |
| 13 | 31 SHERWIN-WILLIAMS CO/THE | $11,494 | 2018-12-24 |
| 14 | 20 VARIAN MEDICAL SYSTEMS INC | $2,134 | 2018-12-24 |
| 15 | 1701 MICROSOFT CORP | $163,253 | 2018-12-24 |
| 16 | 451 MICROSOFT CORP | $43,285 | 2018-12-24 |
| 17 | 593 MICROSOFT CORP | $56,913 | 2018-12-24 |
| 18 | 15 MOTOROLA SOLUTIONS INC | $1,660 | 2018-12-24 |
| 19 | 26 NETFLIX INC | $6,296 | 2018-12-24 |
| 20 | 29 NEXTERA ENERGY INC | $4,963 | 2018-12-24 |
| 21 | 25 NVIDIA CORP | $3,181 | 2018-12-24 |
| 22 | 7 O'REILLY AUTOMOTIVE INC | $2,309 | 2018-12-24 |
| 23 | 23 HCA HEALTHCARE INC | $2,717 | 2018-12-24 |
| 24 | 45 MCDONALD'S CORP | $7,772 | 2018-12-24 |
| 25 | 2016 ABBOTT LABORATORIES | $133,550 | 2018-12-24 |
| 26 | 3581 CISCO SYSTEMS INC | $146,928 | 2018-12-24 |
| 27 | 530 MCDONALD'S CORP | $91,542 | 2018-12-24 |
| 28 | 10 ABBVIE INC | $850 | 2018-12-24 |
| 29 | 31 ADOBE INC | $6,472 | 2018-12-24 |
| 30 | 22 AMAZON.COM INC | $29,733 | 2018-12-24 |
| 31 | 28 AMERICAN TOWER CORP | $4,342 | 2018-12-24 |
| 32 | 19 ANTHEM INC | $4,733 | 2018-12-24 |
| 33 | 15 AUTODESK INC | $1,799 | 2018-12-24 |
| 34 | 5 AUTOZONE INC | $4,128 | 2018-12-24 |
| 35 | 90 BOSTON SCIENTIFIC CORP | $2,895 | 2018-12-24 |
| 36 | 21 CME GROUP INC | $3,776 | 2018-12-24 |
| 37 | 257 CME GROUP INC | $46,209 | 2018-12-24 |
| 38 | 71 CSX CORP | $4,232 | 2018-12-24 |
| 39 | 292 CISCO SYSTEMS INC | $11,981 | 2018-12-24 |
| 40 | 13 EDWARDS LIFESCIENCES CORP | $1,844 | 2018-12-24 |
| 41 | 9 WW GRAINGER INC | $2,427 | 2018-12-24 |
| 42 | 105 ABBOTT LABORATORIES | $6,956 | 2018-12-24 |
| 43 | 9 ILLUMINA INC | $2,482 | 2018-12-24 |
| 44 | 12 INTUITIVE SURGICAL INC | $5,243 | 2018-12-24 |
| 45 | 21 INTUIT INC | $3,895 | 2018-12-24 |
| 46 | 19 KOHL'S CORP | $1,137 | 2018-12-24 |
| 47 | 59 ELI LILLY & CO | $6,373 | 2018-12-24 |
| 48 | 58 MASTERCARD INC | $10,146 | 2018-12-24 |
| 49 | 24 MCCORMICK & CO INC/MD | $3,267 | 2018-12-24 |
| 50 | 31 BOEING CO/THE | $9,255 | 2018-12-24 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,460 | Amt |
| Net Investment Income | $3,345 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,115 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (54 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 25000 GENERAL MOTORS FINL CO | $25,512 | $24,999 |
| 25000 EXPRESS SCRIPTS HOLDING | $25,264 | $24,894 |
| 23000 TOLL BROS FINANCE CORP | $25,990 | $23,230 |
| 28000 FORD MOTOR CREDIT | $27,648 | $27,691 |
| 50000 TIME WARNER CABLE INC | $52,881 | $50,695 |
| 23000 BOEING CO | $25,933 | $23,491 |
| 50000 HCA INC | $54,500 | $51,250 |
| 9000 MASCO CORP | $10,193 | $9,400 |
| 25000 AMERICAN TOWER CORP | $24,992 | $24,804 |
| 10000 SCRIPPS NETWORKS INTERAC | $10,152 | $9,838 |
| 25000 S&P GLOBAL INC | $26,019 | $25,045 |
| 25000 EXPEDIA INC | $27,853 | $25,825 |
| 42000 BECTON DICKINSON | $41,738 | $41,738 |
| 25000 MEAD JOHNSON NUTRITION C | $25,924 | $24,922 |
| 50000 SCHLUMBERGER HLDGS CORP | $50,871 | $49,556 |
| 50000 DIGITAL REALTY TRUST LP | $54,181 | $51,629 |
| 49000 JUNIPER NETWORKS INC | $52,336 | $50,076 |
| 25000 GOLDMAN SACHS GROUP INC | $25,257 | $24,348 |
| 50000 CONSTELLATION BRANDS INC | $51,875 | $50,372 |
| 25000 CAPITAL ONE FINANCIAL CO | $27,746 | $25,649 |
| 25000 SYSCO CORPORATION | $25,145 | $24,494 |
| 50000 CROWN CASTLE INTL CORP | $54,532 | $51,447 |
| 25000 DIAGEO INVESTMENT CORP | $25,039 | $24,755 |
| 50000 REPUBLIC SERVICES INC | $52,589 | $50,206 |
| 25000 VIRGINIA ELEC & POWER CO | $25,790 | $25,094 |
| 50000 UNITED PARCEL SERVICE | $49,641 | $48,949 |
| 25000 COMCAST CORP | $24,620 | $24,330 |
| 50000 PHILIP MORRIS INTL INC | $47,286 | $47,101 |
| 25000 WASTE MANAGEMENT INC | $24,825 | $23,977 |
| 50000 DUKE ENERGY CORP | $52,126 | $50,448 |
| 25000 AVALONBAY COMMUNITIES IN | $26,276 | $25,704 |
| 50000 ORACLE CORP | $50,602 | $49,897 |
| 55000 CVS CAREMARK CORP | $54,680 | $53,336 |
| 50000 EBAY INC | $50,121 | $49,669 |
| 35000 STRYKER CORP | $35,263 | $34,565 |
| 50000 AERCAP IRELAND CAP LTD/A | $53,422 | $50,784 |
| 50000 KROGER CO/THE | $51,044 | $49,483 |
| 65000 ECOLAB INC | $66,769 | $64,745 |
| 50000 D.R. HORTON INC | $52,425 | $50,644 |
| 25000 EXPRESS SCRIPTS HOLDING | $24,622 | $24,060 |
| 50000 COCA-COLA CO/THE | $51,366 | $50,146 |
| 25000 STRYKER CORP | $25,842 | $24,892 |
| 55000 MORGAN STANLEY | $55,737 | $54,082 |
| 50000 AMAZON.COM INC | $52,928 | $51,171 |
| 55000 FEDEX CORP | $54,914 | $53,226 |
| 50000 UNITED TECHNOLOGIES CORP | $48,558 | $45,052 |
| 56000 MCDONALD'S CORP | $54,613 | $54,759 |
| 65000 COMCAST CORP. | $65,107 | $65,151 |
| 45000 WELLS FARGO | $45,825 | $43,619 |
| 56000 PROLOGIS LP | $55,796 | $56,306 |
| 25000 LOCKHEED MARTIN CORP | $24,670 | $24,819 |
| 40000 ENTERGY ARKANSAS INC. | $39,636 | $39,396 |
| 30000 XYLEM INC. | $28,310 | $28,523 |
| 3650 SPDR S&P 500 ETF TRUST | $999,869 | $912,208 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEES | $250 | $0 | $250 |
| DE AGENT FEES | $188 | $0 | $188 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $9,434 | Amt |
| Net Investment Income | $9,434 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |