SKERRYVORE FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SKERRYVORE FOUNDATION INC (EIN 13-6114309)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201803199349103370
- Schema version
- 2017v2.3
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T13:47:08-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270120069 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COOPERSMITH SIMON &VOGEL PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CHARLES LINDBERGH BLVD STE 605 | AddressLine1Txt |
| City | UNIONDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11553 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136114309 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SKERRYVORE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SKER | BusinessNameControlTxt |
| Phone | 9147307050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CSVPC 50 CHAS LINDBERGH NO 605 | AddressLine1Txt |
| City | UNIONDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11553 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY S COOPERSMITH | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5164835800 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFERY S COOPERSMITH | PreparerPersonNm |
| PTIN | P01293530 | PTIN |
| Phone | 5164835800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.56.140.54 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 17:52:13 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6BD08B45618F791D391241FC1FD8A754BBA31A6A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A52C81767C09E6CCAC7D00A5EBB513FA27904A1A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $1,202,442 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,469 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,469 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$60,031 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $299,410 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$37,556 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,475 | 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 |
| Interest Rev And Expnss | $83 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $83 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,530 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,834 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $537 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,447 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $650 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,947 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $650 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$84,503 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,825 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,195 | CashBOYAmt |
| Cash EOY | $14,701 | CashEOYAmt |
| Cash EOYFMV | $14,701 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $193,596 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $220,107 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $220,107 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $902,511 | CorporateStockBOYAmt |
| Corporate Stock EOY | $791,221 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $967,634 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,113,302 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,026,029 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,202,442 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,366,390 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,366,390 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$253,088 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$340,361 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,113,302 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,026,029 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,113,302 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,026,029 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,113,302 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$84,503 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,028,799 | SubtotalAmt |
| Other Decreases | $2,770 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,026,029 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VARIOUS TRADES IN FIDELITY #2063 | P | 1999-01-01 | 2017-12-31 | $23,083 | $22,554 | $529 | $529 |
| VARIOUS TRADES IN FIDELITY #2063 | P | 1999-01-01 | 2017-12-31 | $240,978 | $302,007 | -$61,029 | -$61,029 |
| 1,800 ENERGY TRANSFER EQUITY LP | P | 1999-01-01 | 2017-12-31 | $31,019 | $34,880 | -$3,861 | -$3,861 |
| GAIN FROM PARTNERSHIP K-1 | P | 1999-01-01 | 2017-12-31 | $4,330 | $4,330 | $4,330 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$60,031 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $982,025 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.005092 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $33,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,049,017 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031458 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $67,400 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,220,243 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055235 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $86,944 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,166,139 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.074557 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $113,077 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,116,396 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.101288 | DistributionYr5Rt |
| Total Distribution | 0.267630 | TotalDistributionRt |
| Average Distribution | 0.053526 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,109,142 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $59,368 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $218 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $59,586 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $42,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $437 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $437 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $437 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,944 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,944 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,507 | OverpaymentAmt |
| Applied To ES Tax | $4,507 | 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 | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY S COOPERSMITH CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5164835800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CSVPC 50 CHARLES LINDBERGH BLVD STE | AddressLine1Txt |
| Address Line2 | 605 | AddressLine2Txt |
| City | UNIONDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11553 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|
| JOHN R ROBINSON | |||||||||
| C/O CSV CPAS 50 CHARLES LINDBERGH | BLVD | UNIONDALE | NY | 11553 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| CHRISTOPHER ROBINSON | |||||||||
| C/O CSV CPAS 50 CHARLES LINDBERGH | BLVD | UNIONDALE | NY | 11553 | SECRETARY | 5.00 | $0 | $0 | $0 |
| JEFFREY S COOPERSMITH | |||||||||
| C/O CSV CPAS 50 CHARLES LINDBERGH | BLVD | UNIONDALE | NY | 11553 | CFO | 10.00 | $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 | $902,768 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $223,264 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,126,032 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,126,032 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,890 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,109,142 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,457 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,457 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $437 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $437 | TotalTaxAmt |
| Distributable Before Adj | $55,020 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $55,020 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $55,020 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $42,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $42,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,020 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $22,593 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $22,593 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,907 | 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 | $35,113 | 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 |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFERY S COOPERSMITH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CHARLES LINDBERGH BLVD STE 605 | AddressLine1Txt |
| City | UNIONDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11553 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5164835800 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| RIPPLE EFFECT INC | |||||||
| 5304 44TH AVE E | TACOMA | WA | 98443 | 501 (C)(3) | GENERAL | $10,000 | |
| CENTER DAY CAMP | |||||||
| 74 HACKETT ROAD | WINDHAM | ME | 04062 | 501 (C)(3) | GENERAL | $5,000 | |
| SHELBURNE MUSEUM | |||||||
| 6000 SHELBURNE RD | SHELBURNE | VT | 05482 | 501 (C)(3) | GENERAL | $5,000 | |
| FALMOUTH HIGH SCHOOL | |||||||
| 74 WOODVILLE ROAD | FALMOUTH | ME | 04105 | 501 (C)(3) | GENERAL | $5,000 | NONE |
| SAILNEWPORT | |||||||
| 72 FORT ADAMS DR | NEWPORT | RI | 02840 | 501 (C)(3) | GENERAL | $5,000 | |
| HEWNOAKS ARTIST COLONY | |||||||
| RD NUMBER 24 | LOVELL | ME | 04051 | 501 (C)(3) | GENERAL | $2,500 | |
| RIPPLE EFFECT INC | |||||||
| 5304 44TH AVE E | TACOMA | WA | 98443 | 501 (C)(3) | GENERAL | $5,000 | |
| FALMOUTH HIGH SCHOOL | |||||||
| 74 HACKETT ROAD | FALMOUTH | ME | 04105 | 501 (C)(3) | GENERAL | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,500 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,469 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$60,031 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22,475 | ExclusionAmt |
| Related Or Exempt Function Incm | -$60,031 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$37,556 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 190 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| IVESTMENTS IN FIDELITY #2063 | $634,390 | $807,788 |
| BLACKSTONE GROUP LP | $24,020 | $20,813 |
| KKR & CO LP | $46,677 | $46,332 |
| OAKTREE CAPITAL GROUP PARTNERS LP | $37,760 | $31,575 |
| APOLLO GLOBAL MANAGEMENT LLC | $21,874 | $26,776 |
| CARLYLE GROUP LP | $26,500 | $34,350 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX ADJUSTMENT | Desc |
| Amt | $2,770 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT CUSTODY FEES | $34 | $34 | $0 |
| LOSSES FROM PARTNERSHIPS | $1,297 | $0 | $0 |
| DEDUCTIONS FROM PORTFOLIO K-1 PARTNERSHIPS | $503 | $503 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $30 | $30 | $0 |
| FEDERAL EXCISE TAX | $2,500 | $0 | $0 |