ELLIOTT FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ELLIOTT FAMILY FOUNDATION INC (EIN 20-2025290)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-03-21
- IRS object ID
- 201800809349100010
- Schema version
- 2017v2.2
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-21T15:32:15-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMBER CASCIO & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 Minuteman Road | AddressLine1Txt |
| City | Ridgefield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06877 | 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 | 202025290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELLI | BusinessNameControlTxt |
| Phone | 9147638931 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 EAST RIDGE ROAD | AddressLine1Txt |
| City | WACCABUC | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10597 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ELLIOTT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9147638931 | PhoneNum |
| Signature | 2018-03-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS CASCIO | PreparerPersonNm |
| PTIN | P01223214 | PTIN |
| Phone | 2034315714 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,602,623 | 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 | $120,604 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $95,993 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $95,993 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $216,597 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $95,993 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,333 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,333 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,578 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,578 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,552 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,552 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,613 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,613 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $116,363 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,613 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $100,234 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $90,380 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $343,662 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $306,967 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $306,967 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $75,539 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $75,173 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $75,834 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,260,466 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,322,386 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,219,822 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,679,667 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,704,526 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,602,623 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,679,667 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,704,526 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,679,667 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,704,526 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,679,667 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,704,526 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,679,667 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $100,234 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,779,901 | SubtotalAmt |
| Other Decreases | $75,375 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,704,526 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $150,845 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,020,982 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.074639 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $153,812 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,099,848 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.073249 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $160,669 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,175,815 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.073843 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $141,733 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,865,978 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.075956 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $108,539 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,664,791 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065197 | DistributionYr5Rt |
| Total Distribution | 0.362884 | TotalDistributionRt |
| Average Distribution | 0.072577 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,604,696 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $189,041 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $904 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $189,945 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $110,750 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,808 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,808 | SubtotalAmt |
| Tax Based On Investment Income | $1,808 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $1,822 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID ELLIOTT | IndividualWithBooksNm |
| Phone | 9147638931 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 EAST RIDGE ROAD | AddressLine1Txt |
| City | WACCABUC | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10597 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| DAVID ELLIOTT | ||||||||
| 80 EAST RIDGE RD | WACCABUC | NY | 10597 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| JEANNE ELLIOTT | ||||||||
| 80 EAST RIDGE RD | WACCABUC | NY | 10597 | VP | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,360,548 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $283,813 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,644,361 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,644,361 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,665 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,604,696 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $130,235 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $130,235 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,808 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,808 | TotalTaxAmt |
| Distributable Before Adj | $128,427 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $128,427 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $128,427 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,750 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $110,750 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $110,750 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $128,427 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $2,973 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $154,508 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $47,111 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $204,592 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $110,750 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $110,750 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $128,427 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $128,427 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $186,915 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $186,915 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $29,054 | ExcessFromYear2Amt |
| Excess From Year1 | $47,111 | ExcessFromYear1Amt |
| Excess From Current Year | $110,750 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID ELLIOTT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 EAST RIDGE ROAD | AddressLine1Txt |
| City | WACCABUC | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 01597 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9147638931 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SOUTH SALAM FIRE DEPT | ||||||
| 1190 NY-35 | SOUTH SALEM | NY | 10590 | 501(C) | WELFARE | $500 |
| UNIVERSITY AT BUFFALO | ||||||
| 232 CAPEN HALL | BUFFALO | NY | 14260 | 501(C)3 | EDUCATION | $5,000 |
| (no name) | ||||||
| $0 | ||||||
| MARCY SILVERMAN | ||||||
| 23 BOUNTON ST | SSALEM | NY | 10590 | N/A | EDUCATION | $3,000 |
| GEORGE S ANDERSON MEMORIAL FD | ||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | 501(C) | EDUCATION | $500 |
| ITHACA COLLEGE | ||||||
| 953 DANBY RD | Ithaca | NY | 14850 | 501(c)3 | Education | $21,000 |
| CANISIUS COLLEGE | ||||||
| 2001 MAIN ST | BUFFALO | NY | 14208 | 501(C) | EDUCATION | $12,000 |
| MS NYC | ||||||
| 733 THIER | NY | NY | 10017 | 501(C)3 | WELFARE | $1,000 |
| NATIONAL MS SOCIETY | ||||||
| 733 THIRD AVE | NY | NY | 10017 | 501(C) (3) | WELFARE | $1,000 |
| JOHNSON AND WALES UNIVERSITY | ||||||
| 8 ABBOTT PARK PLACE | PROVIDENCE | RI | 02903 | 501 (C) (3) | EDUCATION | $10,000 |
| TOWNSON UNIVERSITY | ||||||
| 8000 YORK RD | TOWNSON | MD | 21252 | 501(C) | EDUCATION | $5,000 |
| CARLY FR0MM | ||||||
| 437B HERITAGE HILLS | SOMERS | NY | 10589 | N/A | EDUCATION | $3,500 |
| PACE UNIVERSITY | ||||||
| 1 PACE PLAZA | NY | NY | 10038 | 501 (C) | EDUCATION | $4,000 |
| SUNY PLATTSBURG | ||||||
| 101 BROAD ST | PLATTSBURG | NY | 12901 | 501(C) | EDUCATION | $4,000 |
| SUNY GENESEO | ||||||
| 1 COLLEGE CIR | GENESEO | NY | 14454 | 501(C) | EDUCATION | $2,000 |
| (no name) | ||||||
| $0 | ||||||
| OHIO STATE UNIV | ||||||
| DEPT 0997 | COLUMBUS | OH | 43271 | 501(C) 3 | EDUCATION | $9,000 |
| SYRACUSE UNIVERSITY | ||||||
| 102 ARCHBOLD NORTH | STRACUSE | NY | 13244 | 501(C)(3) | EDUCATION | $3,250 |
| (no name) | ||||||
| $0 | ||||||
| CULINARY INSTITUTE OF AMERICA | ||||||
| 1946 CAMPUS DRIVE | Hyde Park | NY | 12538 | 501(c)3 | EDUCATION | $8,000 |
| (no name) | ||||||
| $0 | ||||||
| (no name) | ||||||
| $0 | ||||||
| (no name) | ||||||
| $0 | ||||||
| (no name) | ||||||
| $0 | ||||||
| (no name) | ||||||
| $0 | ||||||
| (no name) | ||||||
| $0 | ||||||
| BERKLEE COLLEGE OF MUSIC | ||||||
| 1140 BOYLSTON ST | BOSTON | MA | 02215 | 501(C)3 | EDUCATION | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,993 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $95,993 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $95,993 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AMBER CASCIO & CO. TAX FILING FEES | CategoryTxt |
| Amt | $2,333 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COROPORATE STOCKS | $1,015,349 | $1,737,265 |
| MUTUAL FUNDS | $307,037 | $482,557 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $75,173 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $75,834 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCES IN VALUE AND BASIS OF GIFTS RECORDED | Desc |
| Amt | $75,375 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $1,552 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,552 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH ANNAUL FEE | CategoryTxt |
| Amt | $150 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NYS TAX | $275 | $275 |
| FEDERAL TAX | $576 | $576 |
| FOREIGN TAXES | $727 | $727 |