MICHAEL AND ROBIN PSAROS FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL AND ROBIN PSAROS FAMILY FOUNDATION (EIN 47-1978258)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-09
- IRS object ID
- 201831299349100148
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-09T10:46:42-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133791592 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERELSON WEINER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DAG HAMMARSKJOLD PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172286 | 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 | 471978258 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MICHAEL AND ROBIN PSAROS | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 2123385108 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 39 | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105770039 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL PSAROS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2123385108 | PhoneNum |
| Signature | 2018-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RIAZ S QUREISHI CPA | PreparerPersonNm |
| PTIN | P00047903 | PTIN |
| Phone | 2126053100 | PhoneNum |
| Preparation | 2018-05-07 | PreparationDt |
| 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 | $3,162,195 | 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 | $281,703 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $93,819 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $93,819 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,067 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $545,938 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,441 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $377,589 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $181,260 | 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 |
| Other Prof Fees Rev And Expnss | $9,989 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,989 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,239 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,989 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $160,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $160,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $185,239 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,989 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $160,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $192,350 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $171,271 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $809,808 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $288,023 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $288,023 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $2,176,778 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,890,913 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,874,172 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,986,586 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,178,936 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,162,195 | 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 | $2,986,586 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,178,936 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,986,586 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,178,936 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,986,586 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,178,936 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,986,586 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $192,350 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,178,936 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,178,936 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $134,328 | $133,490 | $838 | $838 |
| PUBLICLY TRADED SECURITIES | P | $204,609 | $203,678 | $931 | $931 |
| PUBLICLY TRADED SECURITIES | D | $207,001 | $121,329 | $85,672 | $85,672 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,441 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $33,885 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,130,955 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.029961 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $24,999 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $984,437 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.025394 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $985,000 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.055355 | TotalDistributionRt |
| Average Distribution | 0.018452 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,989,160 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $55,156 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,713 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $56,869 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $160,250 | 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 | $1,713 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,713 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,713 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,885 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,885 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,172 | OverpaymentAmt |
| Applied To ES Tax | $7,172 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERELSON WEINER LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126053100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DAG HAMMARSKJOLD PL 42FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172286 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL PSAROS | ||||||||
| 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| ROBIN PSAROS | ||||||||
| 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | DIRECTOR | 0.10 | $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 | $2,872,810 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $161,870 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,034,680 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,034,680 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,520 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,989,160 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $149,458 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $149,458 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,713 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,713 | TotalTaxAmt |
| Distributable Before Adj | $147,745 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $147,745 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $147,745 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $160,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $160,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,713 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $158,537 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $147,745 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $47,203 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $160,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $47,203 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $113,047 | 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 | $34,698 | 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) |
|---|---|---|
| Contributing Manager | MICHAEL PSAROS | ContributingManagerNm |
| Contributing Manager | ROBIN PSAROS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WEIRTON CHRISTIAN CENTER | |||||||
| PO BOX 2045 | WEIRTON | WV | 26062 | NONE | PUBLIC CHARITY | GENERAL | $75,000 |
| THE SHARING COMMUNITY | |||||||
| 1 HUDSON STREET | YONKERS | NY | 10702 | NONE | PUBLIC CHARITY | GENERAL | $16,250 |
| FOOD BANK FOR WESTCHESTER | |||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | NONE | PUBLIC CHARITY | GENERAL | $16,250 |
| CARVER CENTER MARKET | |||||||
| 400 WESTCHESTER AVE | PORT CHESTER | NY | 10573 | NONE | PUBLIC CHARITY | GENERAL | $16,250 |
| CHILDREN'S HOPE CHEST | |||||||
| PO BOX 460 | PURCHASE | NY | 10577 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| BRONX YMCA | |||||||
| 2 CASTLE HILL AVE | BRONX | NY | 10473 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| FRIENDS OF KAREN | |||||||
| 118 TITICUS ROAD | NORTH SALEM | NY | 10560 | NONE | PUBLIC CHARITY | GENERAL | $16,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $160,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,819 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,067 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $95,886 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $95,886 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| MICHAEL AND ROBIN PSAROS | |||||||
| 1 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $12,173 | Yes (X) | |
| MICHAEL AND ROBIN PSAROS | |||||||
| 2 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $3,361 | Yes (X) | |
| MICHAEL AND ROBIN PSAROS | |||||||
| 3 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $23,350 | Yes (X) | |
| MICHAEL AND ROBIN PSAROS | |||||||
| 4 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $167,819 | Yes (X) | |
| MICHAEL AND ROBIN PSAROS | |||||||
| 5 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $75,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 218 ABBOTT LABORATORIES | $12,173 | 2017-11-29 |
| 2 | 40 MICROSOFT CORP. | $3,361 | 2017-11-29 |
| 3 | 59 SHERWIN-WILLIAMS | $23,350 | 2017-11-29 |
| 4 | 760 UNITED HEALTHGROUP | $167,819 | 2017-11-29 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (60 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 70000 EOG RESOURCES INC | $75,957 | $72,446 |
| 25000 GENERAL MOTORS FINL CO | $25,511 | $25,134 |
| 25000 EXPRESS SCRIPTS HOLDING | $25,264 | $24,957 |
| 70000 AT&T INC | $76,406 | $74,157 |
| 25000 L-3 COMMUNICATIONS CORP | $27,155 | $26,183 |
| 23000 TOLL BROS FINANCE CORP | $25,990 | $24,725 |
| 50000 TIME WARNER CABLE INC | $52,881 | $52,178 |
| 23000 BOEING CO | $25,933 | $24,291 |
| 25000 D.R. HORTON INC | $25,813 | $25,715 |
| 50000 HCA INC | $54,500 | $53,000 |
| 9000 MASCO CORP | $10,193 | $9,814 |
| 25000 AMERICAN TOWER CORP | $24,992 | $25,154 |
| 10000 SCRIPPS NETWORKS INTERAC | $10,152 | $9,998 |
| 25000 MORGAN STANLEY | $25,626 | $25,224 |
| 25000 S&P GLOBAL INC | $26,019 | $25,465 |
| 25000 EXPEDIA INC | $27,853 | $26,895 |
| 25000 CARNIVAL CORP | $79,977 | $78,295 |
| 25000 MEAD JOHNSON NUTRITION C | $25,924 | $25,373 |
| 80000 SCHLUMBERGER HLDGS CORP | $81,394 | $81,026 |
| 70000 DIGITAL REALTY TRUST LP | $75,853 | $75,091 |
| 69000 JUNIPER NETWORKS INC | $73,947 | $72,257 |
| 25000 CITIGROUP INC | $25,323 | $25,074 |
| 25000 GOLDMAN SACHS GROUP INC | $25,257 | $24,980 |
| 75000 CONSTELLATION BRANDS INC | $77,813 | $77,519 |
| 25000 CVS HEALTH CORP | $24,844 | $24,395 |
| 25000 CAPITAL ONE FINANCIAL CO | $27,746 | $26,709 |
| 25000 SYSCO CORPORATION | $25,145 | $24,930 |
| 25000 TIME WARNER CABLE INC | $26,258 | $25,746 |
| 75000 DR PEPPER SNAPPLE GROUP | $74,306 | $74,933 |
| 25000 SPIRIT AEROSYSTEMS INC | $26,469 | $25,762 |
| 70000 CROWN CASTLE INTL CORP | $76,272 | $75,056 |
| 25000 DIAGEO INVESTMENT CORP | $25,039 | $25,373 |
| 65000 REPUBLIC SERVICES INC | $68,651 | $66,998 |
| 25000 VIRGINIA ELEC & POWER CO | $25,790 | $25,817 |
| 80000 UNITED PARCEL SERVICE | $79,426 | $79,796 |
| 80000 VERIZON COMMUNICATIONS | $76,816 | $78,406 |
| 25000 COMCAST CORP | $24,620 | $25,115 |
| 25000 FEDEX CORP | $25,200 | $24,887 |
| 25000 HCA INC | $25,812 | $25,750 |
| 85000 PHILIP MORRIS INTL INC | $80,386 | $81,964 |
| 25000 WASTE MANAGEMENT INC | $24,825 | $24,511 |
| 75000 DUKE ENERGY CORP | $78,189 | $78,716 |
| 25000 AVALONBAY COMMUNITIES IN | $26,276 | $26,603 |
| 75000 ORACLE CORP | $75,902 | $77,753 |
| 55000 CVS CAREMARK CORP | $54,680 | $55,285 |
| 75000 SEAGATE HDD CAYMAN | $77,063 | $76,088 |
| 70000 EBAY INC | $70,169 | $69,818 |
| 35000 STRYKER CORP | $35,263 | $35,079 |
| 65000 AERCAP IRELAND CAP LTD/A | $69,448 | $69,282 |
| 75000 KROGER CO/THE | $76,566 | $76,761 |
| 65000 ECOLAB INC | $66,769 | $66,450 |
| 50000 D.R. HORTON INC | $52,425 | $53,399 |
| 25000 EXPRESS SCRIPTS HOLDING | $24,622 | $24,822 |
| 75000 COCA-COLA CO/THE | $77,048 | $77,864 |
| 45000 STRYKER CORP | $46,516 | $46,204 |
| 55000 MORGAN STANLEY | $55,737 | $56,821 |
| 70000 AMAZON.COM INC | $74,099 | $73,915 |
| 55000 FEDEX CORP | $54,914 | $55,688 |
| 55000 CITIGROUP INC | $54,197 | $55,499 |
| 80000 UNITED TECHNOLOGIES CORP | $77,692 | $77,026 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEES | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $9,989 | Amt |
| Net Investment Income | $9,989 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| MICHAEL PSAROS | |||
| PO BOX 39 | PURCHASE | NY | 105770039 |
| ROBIN PSAROS | |||
| PO BOX 39 | PURCHASE | NY | 105770039 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXTENSION PAYMENT | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |