BETTINA BARUCH FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BETTINA BARUCH FOUNDATION INC (EIN 13-4066646)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-09
- IRS object ID
- 201811299349102426
- 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
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-09T16:02:12-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112336434 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAICH ENDE MALTER & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 | 134066646 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETTINA BARUCH FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O ROBERT EDMONDS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BETT | BusinessNameControlTxt |
| Phone | 2128190089 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 FIFTH AVENUE NO 19TH F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA LEWIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128190089 | PhoneNum |
| Signature | 2018-05-09 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILIP I MINTZ CPA | PreparerPersonNm |
| PTIN | P00301109 | PTIN |
| Phone | 2129444433 | 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 | $3,237,128 | 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 | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $82,245 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,200 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $222,273 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $906,557 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $222,273 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $304,528 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $301,483 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,252 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,626 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,626 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,881 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,881 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,305 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $156 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $270 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $982 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $245 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $737 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,420 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,408 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,133 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $137,040 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $137,040 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $198,460 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,408 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,173 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $106,068 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $255,075 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $90,826 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $381,044 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $381,139 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,079,980 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,895,830 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,855,989 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,170,806 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,276,874 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,237,128 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,170,806 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,276,874 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,170,806 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,276,874 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,170,806 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,276,874 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,170,806 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $106,068 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,276,874 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,276,874 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY - A/C# XXX8908 | P | 2017-01-01 | 2017-12-31 | $146,298 | $133,222 | $13,076 | $13,076 |
| MORGAN STANLEY - A/C# XXX8908 | P | 2016-01-01 | 2017-12-31 | $263,205 | $202,173 | $61,032 | $61,032 |
| MORGAN STANLEY - A/C# XXX0147 | P | 2017-01-01 | 2017-12-31 | $21,856 | $20,331 | $1,525 | $1,525 |
| MORGAN STANLEY - A/C# XXX0147 | P | 2017-01-01 | 2017-12-31 | $2,678 | $2,673 | $5 | $5 |
| MORGAN STANLEY - A/C# XXX0147 | P | 2016-01-01 | 2017-12-31 | $202,040 | $163,360 | $38,680 | $38,680 |
| MORGAN STANLEY - A/C# XXX0147 | P | 2016-01-01 | 2017-12-31 | $268,317 | $162,525 | $105,792 | $105,792 |
| CAPITAL GAINS DIVIDENDS | P | $2,163 | $2,163 | $2,163 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $222,273 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $122,174 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,768,373 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044132 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $122,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,771,521 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044163 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $125,600 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,752,918 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045624 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $125,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,506,564 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049969 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $145,297 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,313,626 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062801 | DistributionYr5Rt |
| Total Distribution | 0.246689 | TotalDistributionRt |
| Average Distribution | 0.049338 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,988,225 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $147,433 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,551 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $149,984 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $150,173 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,551 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,551 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,551 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,180 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,180 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $28 | EsPenaltyAmt |
| Tax Due | $1,399 | 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 | ROBERT EDMONDS ESQ | IndividualWithBooksNm |
| Phone | 2128190089 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT EDMONDS | ||||||||
| 501 FIFTH AVENUE | NEW YORK | NY | 10017 | VICE PRESIDENT | 4.00 | $4,000 | $0 | $0 |
| PATRICIA J LEWIS | ||||||||
| 501 FIFTH AVENUE | NEW YORK | NY | 10017 | PRESIDENT | 4.00 | $4,000 | $0 | $0 |
| ROBERT LEWIS | ||||||||
| 501 FIFTH AVENUE | NEW YORK | NY | 10017 | TREASURER | 1.00 | $4,000 | $0 | $0 |
| EUGENIA EDMONDS | ||||||||
| 501 FIFTH AVENUE | NEW YORK | NY | 10017 | TRUSTEE | 4.00 | $4,000 | $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 | $2,953,467 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,264 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,033,731 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,033,731 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,506 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,988,225 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $149,411 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $149,411 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,551 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,551 | TotalTaxAmt |
| Distributable Before Adj | $146,860 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $146,860 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $146,860 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,173 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $150,173 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,551 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $147,622 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $146,860 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $103,611 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $150,173 | QualifyingDistributionsAmt |
| Applied To Year1 | $103,611 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,562 | 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 | $100,298 | 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE WILDIZE FOUNDATION | ||||||||||||
| 730 TWINING FLATS ROAD | ASPEN | CO | 81611 | N/A | 501(C)(3) | CHARITABLE | $4,000 | |||||
| FRACTURED ATLAS | ||||||||||||
| 248 WEST 35TH STREET 10FL | NEW YORK | NY | 10001 | N/A | 501(C)(3) | CHARITABLE | $2,500 | |||||
| ASSISTANCE DOGS OF THE WEST | ||||||||||||
| BOX 31027 | SANTA FE | NM | 87594 | N/A | 501(C)(3) | CHARITABLE | $12,500 | |||||
| BARD CONSERVATORY OF MUSIC | ||||||||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | N/A | 501(C)(3) | CHARITABLE | $16,600 | |||||
| BARD MUSIC FESTIVAL | ||||||||||||
| BARD COLLEGE | ANNANDALEONHUDSON | NY | 12504 | N/A | 501(C)(3) | CHARITABLE | $26,440 | |||||
| BUGLISI DANCE THEATER | ||||||||||||
| 229 WEST 42ND STREET STE 502 | NEW YORK | NY | 10036 | N/A | 501(C)(3) | CHARITABLE | $1,000 | |||||
| CAN DO CANINES ASSISTANCE DOGS | ||||||||||||
| 9440 SCIENCE CENTER DRIVE | NEW HOPE | MN | 55428 | N/A | 501(C)(3) | CHARITABLE | $1,500 | |||||
| CARNEGIE HALL SOCIETY | ||||||||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | N/A | 501(C)(3) | CHARITABLE | $1,000 | |||||
| CHELSEA OPERA | ||||||||||||
| PO BOX 277 OLD CHELSEA STATION | NEW YORK | NY | 10013 | N/A | 501(C)(3) | CHARITABLE | $5,000 | |||||
| COLLABORATIVE ARTS INSTITUTE OF CHICAGO | ||||||||||||
| 203 NORTH WABASH AVENUE | CHICAGO | IL | 60601 | N/A | 501(C)(3) | CHARITABLE | $3,500 | |||||
| CORNELL COLLEGE | ||||||||||||
| 600 FIRST STREET | MOUNT VERNON | IA | 52314 | N/A | 501(C)(3) | CHARITABLE | $5,000 | |||||
| DANBURY MUSIC CENTER INC | ||||||||||||
| 256 MAIN STREET | DANBURY | CT | 06810 | N/A | 501(C)(3) | CHARITABLE | $5,000 | |||||
| EDUCATION THROUGH MUSIC | ||||||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | N/A | 501(C)(3) | CHARITABLE | $10,000 | |||||
| FRIENDS OF CANADA'S NATIONAL BALLET | ||||||||||||
| N/A | 501(C)(3) | CHARITABLE | $2,000 | 400 JARVIS STREET | TORONTO | ONTARIO | CA | M4Y 2G6 | ||||
| GOLDEN RETRIEVER RESCUE RESOURCE | ||||||||||||
| PO BOX 57 | WATERVILLE | OH | 43566 | N/A | 501(C)(3) | CHARITABLE | $500 | |||||
| NEW ENGLAND CONSERVATORY OF MUSIC | ||||||||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | 501(C)(3) | CHARITABLE | $5,000 | |||||
| NEW MEXICO SCHOOL OF ARTS | ||||||||||||
| 275 EAST ALAMEDA | SANTA FE | NM | 87501 | N/A | 501(C)(3) | CHARITABLE | $3,500 | |||||
| PETS FOR THE ELDERLY | ||||||||||||
| 530 EAST HUNT HIGHWAY STE 103 | SAN TAN VALLEY | AZ | 85143 | N/A | 501(C)(3) | CHARITABLE | $7,000 | |||||
| SAN JOSE CHAMBER ORCHESTRA | ||||||||||||
| 72 N 5TH STREET | SAN JOSE | CA | 95112 | N/A | 501(C)(3) | CHARITABLE | $1,000 | |||||
| THE ANIMAL WELFARE SOCIETY | ||||||||||||
| OLD HOLLAND ROAD PO BOX 43 | WEST KENNEBUNK | ME | 04094 | N/A | 501(C)(3) | CHARITABLE | $5,000 | |||||
| THE GENTLE BARN FOUNDATION | ||||||||||||
| 15825 SIERRA HIGHWAY | SANTA CLARA | CA | 91390 | N/A | 501(C)(3) | CHARITABLE | $4,500 | |||||
| THE MUSICIANS FOUNDATION INC | ||||||||||||
| 875 SIXTH AVENUE | NEW YORK | NY | 10001 | N/A | 501(C)(3) | CHARITABLE | $1,000 | |||||
| UNIVER OF CINCINNATI-CONSERVATORY OF MUSIC | ||||||||||||
| PO BOX 210003 | CINCINNATI | OH | 45221 | N/A | 501(C)(3) | CHARITABLE | $5,000 | |||||
| UNIVERSITY OF COLORADO COLLEGE OF MUSIC | ||||||||||||
| 18TH AND EUCLID 301 UCB | BOULDER | CO | 80309 | N/A | 501(C)(3) | CHARITABLE | $5,000 | |||||
| WILLIE MAE ROCK CAMP FOR GIRLS | ||||||||||||
| 87 IRVING PLACE | BROOKLYN | NY | 11238 | N/A | 501(C)(3) | CHARITABLE | $2,000 | |||||
| YARNWIRE | ||||||||||||
| 1717 TROUTMAN STREET STE 214 | RIDGEWOOD | NY | 11385 | N/A | 501(C)(3) | CHARITABLE | $1,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $137,040 | 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 | $10 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,245 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $222,273 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $304,528 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $304,528 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,895,830 | EOYBookValueAmt |
| EOYFMV | $2,855,989 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,252 | LegalFeesAmt |
| Net Investment Income | $1,626 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,626 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $33,881 | Amt |
| Net Investment Income | $33,881 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEES | $270 | $0 | $270 |
| EXCISE TAXES | $1,879 | $0 | $0 |
| FOREIGN TAXES | $156 | $156 | $0 |