ABELARD FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ABELARD FOUNDATION INC (EIN 13-6064580)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-20
- IRS object ID
- 201911409349100276
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-20T16:10:15-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133050313 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACKS PRESS & LACHER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100161901 | 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 | 136064580 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ABELARD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ABEL | BusinessNameControlTxt |
| Phone | 2125726351 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O P HEWITT 250 PARK AVE NO 7 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10177 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA HEWITT | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 2125726351 | PhoneNum |
| Signature | 2019-05-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRAD LEHRER | PreparerPersonNm |
| PTIN | P02160649 | PTIN |
| Phone | 2126826640 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.122.224.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-20 | IPDt |
| IP Tm | 17:10:07 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9BE2CBA19EAB42E3AA6A58C583F06FD5835108C0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7C41AB80254886BF6906B6FB5159BE2A2C7863A0 | 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 | $8,350,008 | 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 | $143,300 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $174,822 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $174,822 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $282,989 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,342,217 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $282,989 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $601,111 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $457,811 | 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 | $15,160 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,580 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,580 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $152,647 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $83,444 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $69,203 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $504 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $504 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,800 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,800 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $184,111 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,024 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $93,087 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $293,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $293,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $477,111 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,024 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $386,087 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $124,000 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $366,787 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $434 | CashBOYAmt |
| Cash EOY | $1,244 | CashEOYAmt |
| Cash EOYFMV | $1,244 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $183,106 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $403,985 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $404,855 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,372,109 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,264,539 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,494,174 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $452,540 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $462,421 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $449,735 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,008,189 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,132,189 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,350,008 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,957,394 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,957,394 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $50,795 | RetainedEarningBOYAmt |
| Retained Earning EOY | $174,795 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,008,189 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,132,189 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,008,189 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,132,189 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,008,189 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $124,000 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,132,189 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,132,189 | 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 | P | $2,341,963 | $2,058,480 | $283,483 | $283,483 |
| PROCEEDS FROM SECURITIES LITIGATION | P | $254 | $254 | $254 | |
| OTHER | P | $748 | -$748 | -$748 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $282,989 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $434,847 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,320,344 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052263 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $467,033 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,372,416 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063349 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $450,026 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,817,000 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057570 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $449,298 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,835,701 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057340 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $434,024 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,192,719 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060342 | DistributionYr5Rt |
| Total Distribution | 0.290864 | TotalDistributionRt |
| Average Distribution | 0.058173 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,097,046 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $529,202 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,668 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $532,870 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $386,087 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,336 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,336 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,336 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,864 | OverpaymentAmt |
| Applied To ES Tax | $5,864 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| 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 |
| Individual With Books | SACKS PRESS LACHER PC | IndividualWithBooksNm |
| Phone | 2126826640 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | 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 (46 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| SUSAN M WELLS | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MELISSA BLESSING | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| PAT FLOWERS | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| RACHAEL BLESSING | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SARA BLESSING | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| KRISTEN WELLS | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| TRAVIS BUCK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| HEATHER BUCK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| HALERYN BUCK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| GEORGE WELLS | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SHEA BREAUX WELLS | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ALBERT SCHRECK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DANIEL SCHRECK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| TERESA JUAREZ SCHRECK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CHARLES SCHRECK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CHRISTINE SCHRECK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CHARLES HAMLIN SCHRECK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| AUDREY SCHRECK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| THOMAS SCHRECK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CELESTE SCHRECK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MASON SCHRECK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | TREASURER | 2.00 | $0 | $0 | $0 |
| SAMANTHA RENTERIA SCHRECK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| THOMAS AG SCHRECK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| FRANCES MAGEE | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ADELE BERNHARD | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | VICE PRESIDENT/ASS'T SECRE | 1.00 | $0 | $0 | $0 |
| PETER NEUFELD | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SHANE NEUFELD | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CLAIRE STAPLETON | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| LENA NEUFELD | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MICHAEL BERNHARD | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| NANCY DOLL | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ANNA BERNHARD | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| PETER WORKMAN | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ANDREW BUDDY BERNHARD | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| STEVEN BERNHARD | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SHERYL BERNHARD | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JESSICA BERNHARD | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| PETER CARTY | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MATTHEW BERNHARD | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SUSAN COLLINS | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | VICE PRESIDENT | 10.00 | $0 | $0 | $0 |
| DONALD COLLINS | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| BRIAN COLLINS | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| GARRETT COLLINS | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ASHLEY CRAWFORD | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CECIL CRAWFORD | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| PATRICIA HEWITT | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | SECRETARY/ASS'T TREASURER | 3.00 | $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 | $8,931,459 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $304,121 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,235,580 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,235,580 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $138,534 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,097,046 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $454,852 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $454,852 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,336 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,336 | TotalTaxAmt |
| Distributable Before Adj | $447,516 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $447,516 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $447,516 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $386,087 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $386,087 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $386,087 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $447,516 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $81,889 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $69,039 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $73,295 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $102,782 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,824 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $358,829 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $386,087 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $386,087 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $61,429 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $61,429 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $297,400 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $20,460 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $276,940 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $69,039 | ExcessFromYear4Amt |
| Excess From Year3 | $73,295 | ExcessFromYear3Amt |
| Excess From Year2 | $102,782 | ExcessFromYear2Amt |
| Excess From Year1 | $31,824 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN COLLINS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 GRASSHOPPER LANE | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01773 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7812598470 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACTION INSTITUTE NC | ||||||
| 318 BLACKWELL ST SUITE 130 | DURHAM | NC | 27701 | NONE | SUPPORT | $10,000 |
| ADELANTE ALABAMA WORKER CENTER | ||||||
| 2104 CHAPEL HILL RD | BIRMINGHAM | AL | 35216 | NONE | SUPPORT | $10,000 |
| BRAZILIAN WORKER CENTER | ||||||
| 14 HARVARD AVE 2ND FL | ALLSTON | MA | 02134 | NONE | SUPPORT | $10,000 |
| CENTER FOR POPULAR DEMOCRACY - STEP UP LOUISIANA ORGANIZING FUND | ||||||
| 449 TROUTMAN ST SUITE A | BROOKLYN | NY | 11237 | NONE | SUPPORT | $10,000 |
| COMMON COUNSEL FOUNDATION GRASSROOTS EXCHANGE FUND | ||||||
| 405 14TH STREET STE 809 | OAKLAND | CA | 94612 | NONE | SUPPORT | $10,500 |
| GOT GREEN | ||||||
| 3518 S EDMUNDS ST | SEATTLE | WA | 98118 | NONE | SUPPORT | $11,000 |
| NATIONAL DAY LABORER ORGANIZING NETWORK | ||||||
| 674 S LA FAYETTE PARK PLACE | LOS ANGELES | CA | 90057 | NONE | SUPPORT | $10,000 |
| WECOUNT | ||||||
| PO BOX 344116 | FLORIDA CITY | FL | 33034 | NONE | SUPPORT | $10,000 |
| WORKERS' DIGNITY PROJECT | ||||||
| 335 WHITSETT RD | NASHVILLE | TN | 37210 | NONE | SUPPORT | $10,000 |
| ALLIANCE FOR YOUTH ORGANIZING - LEADERS IGNITING TRANSFORMATION ED FUND | ||||||
| 810 7TH ST NE | WASHINGTON | DC | 20002 | NONE | SUPPORT | $10,000 |
| CENTER FOR POPULAR DEMOCRACY - MAKE THE ROAD PA | ||||||
| 449 TROUTMAN ST SUITE A | BROOKLYN | NY | 11237 | NONE | SUPPORT | $10,000 |
| OHIO ORGANIZING COLLABORATIVE - OHIO STUDENT ASSOCIATION | ||||||
| 25 EAST BOARDMAN ST 230 | YOUNGSTOWN | OH | 44503 | NONE | SUPPORT | $10,000 |
| CORRECTIONAL ASSOCIATION - RELEASE AGING PEOPLE FROM PRISON | ||||||
| 22 CORTLANDT ST 33FL | NEW YORK | NY | 10007 | NONE | SUPPORT | $10,000 |
| GEORGIA LATINO ALLIANCE FOR HUMAN RIGHTS | ||||||
| 7 DUNWOODY PARK SUITE 110 | ATLANTA | GA | 30338 | NONE | SUPPORT | $10,000 |
| PIONEER VALLEY WORKER CENTER | ||||||
| 20 HAMPTON AVE 200 | NORTHAMPTON | MA | 01060 | NONE | SUPPORT | $10,000 |
| WORKERS CENTER FOR RACIAL JUSTICE | ||||||
| 2929 SWABASH AVE SUITE 203 | CHICAGO | IL | 60616 | NONE | SUPPORT | $10,000 |
| AFRICAN CAREER EDUCATION & RESOURCE | ||||||
| 6800 78TH AVENUE SUITE 101 | BROOKLYN PARK | MN | 55445 | NONE | SUPPORT | $10,000 |
| CAIR-MINNESOTA INC | ||||||
| 2511 EAST FRANKLIN AVE SUITE 100 | MINNEAPOLIS | MN | 55406 | NONE | SUPPORT | $10,500 |
| SOUTHWEST WORKERS UNION - A PROJECT OF CENTRO POR LA JUSTICIA | ||||||
| 1416 E COMMERCE ST | SAN ANTONIO | TX | 78205 | NONE | SUPPORT | $10,000 |
| CHARITABLE VENTURES OF ORANGE COUNTY (CVOC) | ||||||
| 4041 MACARTHUR BLVD SUITE 510 | NEWPORT BEACH | CA | 92660 | NONE | SUPPORT | $10,000 |
| COLORADO PEOPLE'S ALLIANCE | ||||||
| 700 KALAMATH ST | DENVER | CO | 802044403 | NONE | SUPPORT | $10,000 |
| FILIPINO MIGRANT CENTER | ||||||
| 2125 SANTA FE AVENUE | LONG BEACH | CA | 90810 | NONE | SUPPORT | $10,000 |
| BAY AREA BLACK WORKER CENTER | ||||||
| 9006 MACARTHUR BLVD | OAKLAND | CA | 94605 | NONE | SUPPORT | $10,000 |
| CLIMATE WORKERS-MOVEMENT GENERATION | ||||||
| 436 14TH STREET 5TH FLOOR | OAKLAND | CA | 94612 | NONE | SUPPORT | $10,000 |
| NORTHWEST ARKANSAS WORKERS JUSTICE CENTER | ||||||
| 210 S THOMPSON ST SUITE 4A | SPRINGDALE | AR | 72764 | NONE | SUPPORT | $10,000 |
| #STUDENTSDESERVE | ||||||
| 23532 CALABASAS ROAD SUITE A | CALABASAS | CA | 91302 | NONE | SUPPORT | $10,500 |
| SOMOS UN PUEBLO UNIDO | ||||||
| 1804 ESPINACITAS ST | SANTA FE | NM | 87505 | NONE | SUPPORT | $10,000 |
| SOUTHSIDE WORKER CENTER | ||||||
| 317 W 23RD STREET | TUCSON | AZ | 85713 | NONE | SUPPORT | $10,000 |
| UNITED TRIBES OF BRISTOL BAY | ||||||
| PO BOX 1252 | DILLINGHAM | AK | 99576 | NONE | SUPPORT | $10,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $293,000 | 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 | $174,822 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $282,989 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $457,811 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $457,811 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ETHEL B WELLS TRUST SP AB WELLS II | ||||||
| 1 | C/O EISNER LLP 100 CAMPUS DR | FLORHAM PARK | NJ | 07932 | $50,000 | Yes (X) |
| ETHEL B WELLS TRUST SP FW MAGEE | ||||||
| 2 | C/O EISNER LLP 100 CAMPUS DR | FLORHAM PARK | NJ | 07932 | $60,000 | Yes (X) |
| ETHEL B WELLS TRUST SP JW SCHRECK | ||||||
| 3 | C/O EISNER LLP 100 CAMPUS DR | FLORHAM PARK | NJ | 07932 | $33,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SACKS PRESS & LACHER, P.C. | CategoryTxt |
| Amt | $15,160 | Amt |
| Net Investment Income | $7,580 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,580 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $462,421 | EOYBookValueAmt |
| EOYFMV | $449,735 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY SECURITIES | StockNm |
| EOY Book Value | $5,264,539 | EOYBookValueAmt |
| EOYFMV | $7,494,174 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUNDRY | $1,154 | $0 | $1,154 |
| FILING FEES | $14,314 | $0 | $14,314 |
| POSTAGE & DELIVERY | $332 | $0 | $332 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEE | $83,444 | $83,444 | $0 |
| CONSULTING | $69,203 | $0 | $69,203 |