ABELARD FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ABELARD FOUNDATION INC (EIN 13-6064580)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201801349349102910
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T13:22:09-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133050313 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACKS PRESS & LACHER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100161901 | 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 | 136064580 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ABELARD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ABEL | BusinessNameControlTxt |
| Phone | 2125726351 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O P HEWITT 250 PARK AVE NO 7 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10177 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA HEWITT | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 2125726351 | PhoneNum |
| Signature | 2018-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN L SACKS | PreparerPersonNm |
| PTIN | P00192737 | PTIN |
| Phone | 2126826640 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.122.224.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-10 | IPDt |
| IP Tm | 19:05:44 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 832D00FE438388DCA9934B5DA914816B222F7BE2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2A9FF2248D41E032A9421D4B8BBB7A52EE86A72 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,110,442 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $143,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $171,919 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $171,919 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $558,921 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,962,306 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $558,921 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $873,840 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $730,840 | 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 |
| Accounting Fees Rev And Expnss | $15,155 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,578 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,577 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $187,511 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $73,571 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $113,940 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,226 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,226 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,104 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,104 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $205,996 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $81,149 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $124,847 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $310,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $310,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $515,996 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $81,149 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $434,847 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $357,844 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $649,691 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,370 | CashBOYAmt |
| Cash EOY | $434 | CashEOYAmt |
| Cash EOYFMV | $434 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $249,085 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $183,106 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $183,106 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,915,814 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,372,109 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,484,504 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $381,630 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $452,540 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $442,398 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $101,446 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,650,345 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,008,189 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,110,442 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,957,394 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,957,394 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$307,049 | RetainedEarningBOYAmt |
| Retained Earning EOY | $50,795 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,650,345 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,008,189 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,650,345 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,008,189 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,650,345 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $357,844 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,008,189 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,008,189 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,960,253 | $1,403,385 | $556,868 | $556,868 |
| PROCEEDS FROM SECURITIES LITIGATION | P | $1,171 | $1,171 | $1,171 | |
| NON DIVIDEND DISTRIBUTION | P | $743 | $743 | $743 | |
| CAPITAL GAINS DIVIDENDS | P | $139 | $139 | $139 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $558,921 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $467,033 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,372,416 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063349 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $450,026 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,817,000 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057570 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $449,298 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,835,701 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057340 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $434,024 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,192,719 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060342 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $440,394 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,389,071 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068929 | DistributionYr5Rt |
| Total Distribution | 0.307530 | TotalDistributionRt |
| Average Distribution | 0.061506 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,320,344 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $511,751 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,497 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $518,248 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $434,847 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,994 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,994 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,994 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,215 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,215 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $779 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| 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 | SACKS PRESS LACHER PC | IndividualWithBooksNm |
| Phone | 2126826640 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | 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 (46 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| SUSAN M WELLS | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MELISSA BLESSING | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| PAT FLOWERS | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| RACHAEL BLESSING | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SARA BLESSING | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| KRISTEN WELLS | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| TRAVIS BUCK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| HEATHER BUCK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| HALERYN BUCK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| GEORGE WELLS | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SHEA BREAUX WELLS | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ALBERT SCHRECK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DANIEL SCHRECK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| TERESA JUAREZ SCHRECK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CHARLES SCHRECK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CHRISTINE SCHRECK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CHARLES HAMLIN SCHRECK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| AUDREY SCHRECK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| THOMAS SCHRECK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CELESTE SCHRECK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MASON SCHRECK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | TREASURER | 2.00 | $0 | $0 | $0 |
| SAMANTHA RENTERIA SCHRECK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| THOMAS AG SCHRECK | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| FRANCES MAGEE | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ADELE BERNHARD | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | VICE PRESIDENT/ASS'T SECRE | 1.00 | $0 | $0 | $0 |
| PETER NEUFELD | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SHANE NEUFELD | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CLAIRE STAPLETON | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| LENA NEUFELD | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MICHAEL BERNHARD | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| NANCY DOLL | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ANNA BERNHARD | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| PETER WORKMAN | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ANDREW BUDDY BERNHARD | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| STEVEN BERNHARD | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SHERYL BERNHARD | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JESSICA BERNHARD | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| PETER CARTY | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MATTHEW BERNHARD | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SUSAN COLLINS | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | VICE PRESIDENT | 10.00 | $0 | $0 | $0 |
| DONALD COLLINS | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| BRIAN COLLINS | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| GARRETT COLLINS | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ASHLEY CRAWFORD | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CECIL CRAWFORD | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| PATRICIA HEWITT | |||||||||
| C/O PATRICIA HEWITT 250 PARK AVENUE | 7TH FLOOR | NEW YORK | NY | 10177 | SECRETARY/ASS'T TREASURER | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMON COUNSEL FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 FOURTEENTH STREET STE 809 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | GRANTMAKING | ServiceTypeTxt |
| Compensation | $81,940 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $8,093,655 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $353,395 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,447,050 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,447,050 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $126,706 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,320,344 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $416,017 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $416,017 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,994 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,994 | TotalTaxAmt |
| Distributable Before Adj | $403,023 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $403,023 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $403,023 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $434,847 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $434,847 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $434,847 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $403,023 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $128,204 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $81,889 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $69,039 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $73,295 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $102,782 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $455,209 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $434,847 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $403,023 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,824 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $487,033 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $128,204 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $358,829 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $81,889 | ExcessFromYear4Amt |
| Excess From Year3 | $69,039 | ExcessFromYear3Amt |
| Excess From Year2 | $73,295 | ExcessFromYear2Amt |
| Excess From Year1 | $102,782 | ExcessFromYear1Amt |
| Excess From Current Year | $31,824 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN COLLINS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 GRASSHOPPER LANE | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01773 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7812598470 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACTION INSTITUTE NC | ||||||
| 318 BLACKWELL ST SUITE 130 | DURHAM | NC | 27701 | NONE | SUPPORT | $10,000 |
| ADELANTE ALABAMA WORKER CENTER | ||||||
| 2104 CHAPEL HILL RD | BIRMINGHAM | AL | 35216 | NONE | SUPPORT | $10,000 |
| AFRICAN COMMUNITIES TOGETHER | ||||||
| 318 CANAL PL SUITE 207 | BRONX | NY | 10451 | NONE | SUPPORT | $10,000 |
| ARAB RESOURCE AND ORGANIZING CENTER (AROC) | ||||||
| 522 VALENCIA ST | SAN FRANCISCO | CA | 94110 | NONE | SUPPORT | $10,000 |
| BRANDWORKERS INTERNATIONAL | ||||||
| 4502 23RD ST 2ND FLOOR | LONG ISLAND CITY | NY | 11101 | NONE | SUPPORT | $10,000 |
| BRAZILIAN WORKER CENTER | ||||||
| 14 HARVARD AVE 2ND FL | ALLSTON | MA | 02134 | NONE | SUPPORT | $10,000 |
| CENTER FOR POPULAR DEMOCRACY | ||||||
| 449 TROUTMAN ST SUITE A | BROOKLYN | NY | 11237 | NONE | SUPPORT | $10,000 |
| CENTRO DE TRABAJDORES UNIDOS EN LUCHA (CTUL) | ||||||
| 2511 E FRANKLIN ST 1022 | MINNEAPOLIS | MN | 55406 | NONE | SUPPORT | $11,000 |
| COMMON COUNSEL FOUNDATION GRASSROOTS EXCHANGE FUND | ||||||
| 405 14TH STREET STE 809 | OAKLAND | CA | 94612 | NONE | SUPPORT | $21,000 |
| DIGNITY AND POWER NOW | ||||||
| 3655 SOUTH GRAND AVENUE SUITE 240 | LOS ANGELES | CA | 90007 | NONE | SUPPORT | $12,000 |
| VOCES DE LA FRONTERA | ||||||
| 1027 SOUTH 5TH ST | MILWAUKEE | WI | 53204 | NONE | SUPPORT | $10,000 |
| WESTERN NORTH CAROLINA WORKERS CENTER | ||||||
| PO BOX 3025 | MARION | NC | 28752 | NONE | SUPPORT | $10,000 |
| WORKERS' CENTER OF CENTRAL NEW YORK | ||||||
| 2013 E GENESSE ST | SYRACUSE | NY | 13210 | NONE | SUPPORT | $10,000 |
| WORKERS' DIGNITY PROJECT | ||||||
| 335 WHITSETT RD | NASHVILLE | TN | 37210 | NONE | SUPPORT | $10,000 |
| WECOUNT | ||||||
| 201 N KROME AVE SUITE 230-250 | HOMESTEAD | FL | 33030 | NONE | SUPPORT | $10,000 |
| MISSISSIPPI IMMIGRANTS RIGHTS ALLIANCE | ||||||
| PO BOX 1104 | JACKSON | MS | 39215 | NONE | SUPPORT | $10,000 |
| NATIONAL DAY LABORER ORGANIZING NETWORK | ||||||
| 674 S LA FAYETTE PARK PLACE | LOS ANGELES | CA | 90057 | NONE | SUPPORT | $10,000 |
| GOT GREEN | ||||||
| 3518 S EDMUNDS ST | SEATTLE | WA | 98118 | NONE | SUPPORT | $10,000 |
| VOICE OF THE EXPERIENCED | ||||||
| PO BOX 13622 | NEW ORLEANS | LA | 70185 | NONE | SUPPORT | $10,000 |
| NATIVE AMERICAN VOTERS ALLIANCE | ||||||
| 3415 CARLISLE NE | ALBUQUERQUE | NM | 87110 | NONE | SUPPORT | $10,000 |
| MOVEMENT STRATEGY CENTER | ||||||
| 436 14TH STREET 5TH FLOOR | OAKLAND | CA | 94612 | NONE | SUPPORT | $10,000 |
| CENTRO HUMANITARIO PARA LOS TRABAJADORES | ||||||
| 2260 CALIFORNIA STREET | DENVER | CO | 80205 | NONE | SUPPORT | $10,000 |
| GARMENT WORKER CENTER | ||||||
| 1250 S LOS ANGELES ST SUITE 213 | LOS ANGELES | CA | 90015 | NONE | SUPPORT | $10,000 |
| GRASSROOTS GLOBAL JUSTICE ALLIANCE | ||||||
| PO BOX 610663 | NORTH MIAMI | FL | 332610663 | NONE | SUPPORT | $10,000 |
| BORDER WORKERS UNITED | ||||||
| 1317 E RIO GRANDE AVE | EL PASO | TX | 79902 | NONE | SUPPORT | $11,000 |
| TRANSGENDER LAW CENTER | ||||||
| PO BOX 70976 | OAKLAND | CA | 946120976 | NONE | SUPPORT | $10,500 |
| CENTER FOR NEIGHBORHOOD LEADERSHIP | ||||||
| 816 N 1ST AVE | PHOENIX | AZ | 85003 | NONE | SUPPORT | $10,500 |
| RURAL COMMUNITY ALLIANCE | ||||||
| 401 S SCOTT ST SUITE 5 | LITTLE ROCK | AR | 72201 | NONE | SUPPORT | $12,000 |
| THE MONTANA RACIAL EQUITY PROJECT | ||||||
| PO BOX 11885 | BOZEMAN | MT | 59719 | NONE | SUPPORT | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $310,000 | 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 | $171,919 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $558,921 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $730,840 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $730,840 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ETHEL B WELLS TRUST SP AB WELLS II | ||||||
| 1 | C/O EISNER LLP 100 CAMPUS DR | FLORHAM PARK | NJ | 07932 | $50,000 | Yes (X) |
| ETHEL B WELLS TRUST SP FW MAGEE | ||||||
| 2 | C/O EISNER LLP 100 CAMPUS DR | FLORHAM PARK | NJ | 07932 | $60,000 | Yes (X) |
| ETHEL B WELLS TRUST SP JW SCHRECK | ||||||
| 3 | C/O EISNER LLP 100 CAMPUS DR | FLORHAM PARK | NJ | 07932 | $33,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SACKS PRESS & LACHER, P.C. | CategoryTxt |
| Amt | $15,155 | Amt |
| Net Investment Income | $7,578 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,577 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $452,540 | EOYBookValueAmt |
| EOYFMV | $442,398 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY SECURITIES | StockNm |
| EOY Book Value | $5,372,109 | EOYBookValueAmt |
| EOYFMV | $8,484,504 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUNDRY | $350 | $0 | $350 |
| FILING FEES | $385 | $0 | $385 |
| POSTAGE & DELIVERY | $369 | $0 | $369 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEE | $73,571 | $73,571 | $0 |
| CONSULTING | $113,940 | $0 | $113,940 |