HABER FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HABER FOUNDATION (EIN 22-3501508)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-17
- IRS object ID
- 201811989349100701
- 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
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-17T10:37:08-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133358774 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bernath & Rosenberg PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1430 Broadway 7th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100183308 | 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 | 223501508 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HABER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HABE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 PARKER AVENUE APT 26H | AddressLine1Txt |
| City | FOR LEE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMUEL HABER | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2018-07-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Benjamin Berger | PreparerPersonNm |
| PTIN | P00236799 | PTIN |
| Phone | 2122211140 | 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 | $822,593 | 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 | $35 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,888 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,888 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,309 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,229 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,309 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $58,232 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,232 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $795 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $795 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $578 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,623 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $895 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,023 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,295 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,209 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,082 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,870 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,000 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $123,313 | CorporateStockBOYAmt |
| Corporate Stock EOY | $111,393 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $779,593 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $144,183 | TotalAssetsBOYAmt |
| Total Assets EOY | $154,393 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $822,593 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $144,183 | CapitalStockBOYAmt |
| Capital Stock EOY | $154,393 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $144,183 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $154,393 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $144,183 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $154,393 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $144,183 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,209 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $154,393 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $154,393 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1000 COCA COLA CO. | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 1997-05-02 | AcquiredDt |
| Sold | 2017-07-24 | SoldDt |
| Gross Sales Price | $44,229 | GrossSalesPriceAmt |
| Cost Or Other Basis | $11,920 | CostOrOtherBasisAmt |
| Gain Or Loss | $32,309 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $32,309 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,309 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,295 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $802,607 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05519 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $46,396 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $806,011 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05756 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $41,780 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $818,019 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05108 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $43,218 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $798,099 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05415 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $51,143 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $762,504 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06707 | DistributionYr5Rt |
| Total Distribution | 0.285049 | TotalDistributionRt |
| Average Distribution | 0.057010 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $795,460 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $45,349 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $581 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $45,930 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $47,295 | 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 | $581 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $581 | SubtotalAmt |
| Tax Based On Investment Income | $581 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $219 | OverpaymentAmt |
| Applied To ES Tax | $219 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2013634815 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 PARKER AVE | AddressLine1Txt |
| City | FORT LEE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07024 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMUEL HABER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 PARKER AVE APT 26H | AddressLine1Txt |
| City | FORT LEE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $775,612 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,962 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $807,574 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $807,574 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,114 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $795,460 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,773 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,773 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $581 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $581 | TotalTaxAmt |
| Distributable Before Adj | $39,192 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $39,192 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $39,192 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,295 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $47,295 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $581 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $46,714 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,192 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $13,406 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,246 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,897 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,550 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,666 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $30,765 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,295 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,192 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,103 | RemainingDistriFromCorpusAmt |
| Total Corpus | $38,868 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $13,406 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $25,462 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,246 | ExcessFromYear4Amt |
| Excess From Year3 | $1,897 | ExcessFromYear3Amt |
| Excess From Year2 | $6,550 | ExcessFromYear2Amt |
| Excess From Year1 | $4,666 | ExcessFromYear1Amt |
| Excess From Current Year | $8,103 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MEMORIAL SLOAN KETTERING | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | EXEMPT | CHARITABLE | $5,000 |
| YOUNG ISRAEL OF FORT LEE | |||||||
| 305 WESTVIEW AVE | FORT LEE | NJ | 07024 | NONE | EXEMPT | CHARITABLE | $8,300 |
| VARIOUS CHARITIES | |||||||
| VARIOUS | FORT LEE | NJ | 07024 | NONE | EXEMPT | CHARITABLE | $7,600 |
| SWAN LAKE SYNAGOGUE | |||||||
| STANTON CORNER ROAD | SWAN LAKE | NY | 12783 | NONE | EXEMPT | CHARITABLE | $25,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,888 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,309 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $58,232 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,232 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $795 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $795 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 16,992 SHARES COCA COLA CO. STOCK | StockNm |
| EOY Book Value | $111,393 | EOYBookValueAmt |
| EOYFMV | $779,593 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| annual fee | $150 | $150 | |
| NYS FILING FEE | $100 | $100 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | excise tax | CategoryTxt |
| Amt | $578 | Amt |