SHELDON H LISCHIN FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SHELDON H LISCHIN FOUNDATION INC (EIN 31-1530694)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-16
- IRS object ID
- 201911369349100706
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-16T10:45:40-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060800610 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARM CREDIT EAST ACA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 STATE ROUTE 9H | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 125343819 | 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 | 311530694 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELDON H LISCHIN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEL | BusinessNameControlTxt |
| Phone | 5183985666 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 656 | AddressLine1Txt |
| City | PINE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12567 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL LISCHIN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5183985666 | PhoneNum |
| Signature | 2019-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIRK WILLIAMS | PreparerPersonNm |
| PTIN | P00684110 | PTIN |
| Phone | 8003624404 | PhoneNum |
| Preparation | 2019-05-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 165.225.38.199 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-16 | IPDt |
| IP Tm | 09:05:12 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9A5A2BC27EF7E706F6246D9FA3CD49DFFA853830 | 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 | $166,312 | 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 | $48 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,559 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,559 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,823 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $84,654 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,823 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $14,430 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,430 | 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 | $650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $650 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $3,678 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,678 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $931 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,328 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,328 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,581 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,803 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,803 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,131 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,328 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,384 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,299 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,102 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,098 | CashBOYAmt |
| Cash EOY | $26,333 | CashEOYAmt |
| Cash EOYFMV | $26,333 | CashEOYFMVAmt |
| US Government Obligations BOY | $14,406 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $13,764 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $23,093 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $86,981 | CorporateStockBOYAmt |
| Corporate Stock EOY | $86,290 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $116,886 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $124,485 | TotalAssetsBOYAmt |
| Total Assets EOY | $126,387 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $166,312 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $210,928 | CapitalStockBOYAmt |
| Capital Stock EOY | $210,928 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$86,443 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$84,541 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $124,485 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $126,387 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $124,485 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $126,387 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $124,485 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,299 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $128,784 | SubtotalAmt |
| Other Decreases | $2,397 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $126,387 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIRST HORIZON NATIONAL CORP | P | $3,464 | $3,820 | -$356 | -$356 |
| GENERAL MOTORS CO | P | $3,556 | $4,286 | -$730 | -$730 |
| JOHN HANCOCK TAX ADVANTAGE | P | $2,837 | $3,195 | -$358 | -$358 |
| HARTFORD FINCL SERVICES | P | $3,292 | $3,963 | -$671 | -$671 |
| INVESCO KBW BANK | P | $3,712 | $4,417 | -$705 | -$705 |
| SIEMENTS A G SPON ADR | P | $4,306 | $5,200 | -$894 | -$894 |
| ADIENT PCL FOREIGN STOCK | P | $3,208 | $3,843 | -$635 | -$635 |
| ADOBE INC | P | $3,868 | $1,277 | $2,591 | $2,591 |
| BRISTOL MYERS SQUIBB | P | $2,635 | $2,918 | -$283 | -$283 |
| FACEBOOK INC | P | $7,137 | $4,711 | $2,426 | $2,426 |
| ISHARES CORE US | P | $5,339 | $5,536 | -$197 | -$197 |
| ISHARES 7-10 YR TREASURY BONDS | P | $5,159 | $5,488 | -$329 | -$329 |
| MERCK & CO INC | P | $8,577 | $5,653 | $2,924 | $2,924 |
| ORACLE CORP | P | $7,157 | $2,379 | $4,778 | $4,778 |
| PAYCOM SOFTWARE INC | P | $5,697 | $1,920 | $3,777 | $3,777 |
| PRAXAIR INC MERGER | P | $4,086 | $3,141 | $945 | $945 |
| VANGUARD FTSE EMERGING MARKETS | P | $3,763 | $4,108 | -$345 | -$345 |
| LINDE PLC FOREIGN STOCK | P | $3,905 | $4,086 | -$181 | -$181 |
| APTIV PLC FOREIGN STOCK | P | $2,956 | $2,890 | $66 | $66 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,823 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,379 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $177,572 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041555 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,788 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $157,759 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049366 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,226 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $154,915 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053100 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,550 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $165,254 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045687 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,646 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $159,828 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041582 | DistributionYr5Rt |
| Total Distribution | 0.231290 | TotalDistributionRt |
| Average Distribution | 0.046258 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $171,853 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,950 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $101 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,051 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,384 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $202 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $202 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $202 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $202 | TaxDueAmt |
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 |
| Individual With Books | MICHAEL LISCHIN | IndividualWithBooksNm |
| Phone | 5183985666 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 656 | AddressLine1Txt |
| City | PINE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12567 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| GARY LISCHIN | ||||||||
| 19 HOFSTRA DRIVE | FARMINGVILLE | NY | 11738 | MANAGING DIRECT | 1.00 | $0 | $0 | $0 |
| MICHAEL LISCHIN | ||||||||
| 189 JOHNNYCAKE HOLLOW ROAD | PINE PLAINS | NY | 12567 | TREASURER | 1.00 | $0 | $0 | $0 |
| MALISSA LISCHIN | ||||||||
| 174 CARROLL STREET APT 1D | BROOKLYN | NY | 11231 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $149,754 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,716 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $174,470 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $174,470 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,617 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $171,853 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,593 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,593 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $202 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $202 | TotalTaxAmt |
| Distributable Before Adj | $8,391 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,391 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,391 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,384 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,384 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,384 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,391 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,379 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,384 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,379 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5 | 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 | $8,386 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AIKINDALE THOROUGHBRED RESCUE | ||||||||
| 323 S QUAKER HILL RD | PAWLING | NY | 12564 | NONE | NON-PROFIT 501(C)-3 | EQUINE PROTECTION | $408 | |
| FINGER LAKES THOROUGHBRED ADOPTION PROGR | ||||||||
| 5757 ROUTE 96 | FARMINGTON | NY | 14425 | NONE | NON PROFIT | HUMANE CARE OF EQUINE | $408 | |
| NATIONAL RACING MUSEUM | ||||||||
| 191 UNION AVENUE | SARATOGA SPRINGS | NY | 12866 | NONE | NON PROFIT | TO HELP PROVIDE PUBLIC EDUCATION AND UNDERSTANDING OF THOROUGHBRED RACING. | $250 | |
| TEMPLE EMANUEL | ||||||||
| 17 LAMOREE RD | RHINEBECK | NY | 12575 | NONE | NON-PROFIT 501(C)-3 | EDUCATIONAL | $1,650 | |
| THOROUGHBRED RETIREMENT FOUNDATION | ||||||||
| 10 LAKE AVENUE | SARATOGA SPRINGS | NY | 12866 | NONE | NON PROFIT | RESCUE, REHABILITATION, AND RETRAINING OF RETIRED THOROUGHBRED HORSES. | $408 | |
| WORLD TEAM SPORTS | ||||||||
| 4250 VETERANS MEMORIAL HWY STE 420 | HOLBROOK | NY | 11741 | NONE | NON PROFIT | PROVIDE SUPPORT FOR DISABLED VETS | $25 | |
| PINE PLAINS COMMUNITY FOOD LOCKER | ||||||||
| 3023 CHURCH STREET | PINE PLAINS | NY | 12567 | NONE | NON-PROFIT 501(C)-3 | PROVIDE FOOD FOR THE COMMUNITY | $100 | |
| WALDEN FAMILY SERVICES | ||||||||
| 8525 GIBBS DRIVE SUITE 100 | SAN DIEGO | CA | 92123 | NONE | NON-PROFIT 501(C)-3 | FAMILY SERVICES | $500 | |
| THE HARRY M ZWEIG MEMORIAL FUND FOR EQUINE RESEARCH | ||||||||
| BOX 38 COLLEGE OF VETERINARY | ITHACA | NY | 14853 | NONE | NON-PROFIT 501(C)-3 | EQUINE MEDICAL RESEARCH | $1,000 | MEDICINE |
| FAMILIES FIRST INC | ||||||||
| 9 GALEN STREET SUITE 400 | WATERTOWN | NY | 02472 | NONE | NON PROFIT | PROVIDE PARENTING PROGRAMS | $52 | |
| PS 58 PTA | ||||||||
| 330 SMITH STREET | BROOKLYN | NY | 11231 | NONE | NON PROFIT | STUDENT SUPPORT | $527 | |
| ELITE FEATS INC | ||||||||
| 170 WOOD ROAD | CENTEREACH | NY | 11720 | NONE | NON PROFIT | SUPPORT ATHELETES | $50 | |
| PARK SLOPE UNITED CLUBHOUSE | ||||||||
| 260 JEFFERSON AVENUE | BROOKLYN | NY | 11216 | NONE | NON PROFIT | SUPPORT YOUTH PROGRAMS | $250 | |
| JDRF WALK | ||||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | NON PROFIT | SUPPORT DIABETIC PATIENTS | $175 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,803 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $48 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,559 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,823 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $14,430 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,430 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | N/A |
| 4 | N/A |
| 8 | N/A |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $650 | Amt |
| Net Investment Income | $650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $650 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK OVERRIDE | StockNm |
| EOY Book Value | $86,290 | EOYBookValueAmt |
| EOYFMV | $116,886 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $13,764 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $23,093 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNCLEARED CHECKS | $2,336 |
| FOREIGN TAX PAID | $10 |
| 2017 TAX - IRS | $51 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $2,747 | $2,747 | $0 |
| MISCELLANEOUS | $931 | $931 | $931 |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | LATE FILE RETURN DUE TO CCH SOFTWARE OUTAGE | ExplanationTxt |