THE SUE & EUGENE MERCY JR FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE SUE & EUGENE MERCY JR FOUNDATION (EIN 13-6217050)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-02
- IRS object ID
- 201823069349100032
- Schema version
- 2017v2.3
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-02T15:43:42-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112461669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SILVERCREST FINANCIAL SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 COURT SQUARE SUITE 101 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | 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 | 136217050 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SUE & EUGENE MERCY JR | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUE& | BusinessNameControlTxt |
| Phone | 4349774420 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SILVERCREST 230 COURT SQUARE | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE MERCY JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4349774420 | PhoneNum |
| Signature | 2018-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVAN KWIATKOWSKI | PreparerPersonNm |
| PTIN | P01509799 | PTIN |
| Phone | 4349774420 | PhoneNum |
| Preparation | 2018-11-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.8.122.81 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-02 | IPDt |
| IP Tm | 14:43:42 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CAB9ED1E533C5919F7D53A0ADD517BEBE257D565 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CAB9ED1E533C5919F7D53A0ADD517BEBE257D565 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,216,742 | 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 | $2,979 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,064 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,979 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $116,473 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $116,473 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $116,473 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $390,214 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,570,044 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $390,214 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $35,053 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $509,666 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $507,751 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $154,505 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $5,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,867 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,867 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $15,045 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,045 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $325 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $325 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,037 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,812 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,225 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $431,099 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $431,099 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $488,136 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,812 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $434,324 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,530 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $467,939 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $154,505 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $94,457 | CashBOYAmt |
| Cash EOY | $45,282 | CashEOYAmt |
| Cash EOYFMV | $45,282 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $32,846 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $551,561 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $551,561 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,483,910 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,057,453 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,619,899 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,611,213 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,654,296 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,216,742 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,611,213 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,654,296 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,611,213 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,654,296 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,611,213 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,654,296 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,611,213 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,530 | ExcessRevenueOverExpensesAmt |
| Other Increases | $21,553 | OtherIncreasesAmt |
| Subtotal | $3,654,296 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,654,296 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,314,072 | $959,632 | $354,440 | $354,440 |
| PUBLICLY TRADED SECURITIES | P | $1,255,251 | $1,220,198 | $35,053 | $35,053 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $390,214 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $35,053 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $443,598 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,467,009 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.099305 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $540,285 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,512,899 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.119720 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $517,007 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,845,519 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.106698 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $590,701 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,748,216 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.124405 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $585,632 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,450,778 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.131580 | DistributionYr5Rt |
| Total Distribution | 0.581708 | TotalDistributionRt |
| Average Distribution | 0.116342 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,786,498 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $556,871 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,679 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $561,550 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $434,324 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,359 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,359 | SubtotalAmt |
| Tax Based On Investment Income | $9,359 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,856 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $8,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $19,856 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,497 | OverpaymentAmt |
| Applied To ES Tax | $10,497 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 |
| Individual With Books | SILVERCREST ASSET MANAGEMENT GROUP | IndividualWithBooksNm |
| Phone | 4349774420 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 COURT SQUARE SUITE 101 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| EUGENE MERCY JR | ||||||||
| C/O SILVERCREST 230 COURT SQUARE | CHARLOTTESVILLE | VA | 22902 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ROBERT E MNUCHIN | ||||||||
| C/O SILVERCREST 230 COURT SQUARE | CHARLOTTESVILLE | VA | 22902 | SECRETARY | 1.00 | $0 | $0 | $0 |
| EUGENE MERCY III | ||||||||
| C/O SILVERCREST 230 COURT SQUARE | CHARLOTTESVILLE | VA | 22902 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANDREW SETH MERCY | ||||||||
| C/O SILVERCREST 230 COURT SQUARE | CHARLOTTESVILLE | VA | 22902 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| AARON DANIELS | ||||||||
| C/O SILVERCREST 230 COURT SQUARE | CHARLOTTESVILLE | VA | 22902 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,668,652 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $190,737 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,859,389 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,859,389 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,891 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,786,498 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $239,325 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $239,325 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,359 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,359 | TotalTaxAmt |
| Distributable Before Adj | $229,966 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $229,966 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $229,966 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $434,324 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $434,324 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $434,324 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $229,966 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $364,289 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $358,626 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $280,477 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $319,978 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $228,220 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,551,590 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $434,324 | QualifyingDistributionsAmt |
| Applied To Current Year | $229,966 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $204,358 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,755,948 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $364,289 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,391,659 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $358,626 | ExcessFromYear4Amt |
| Excess From Year3 | $280,477 | ExcessFromYear3Amt |
| Excess From Year2 | $319,978 | ExcessFromYear2Amt |
| Excess From Year1 | $228,220 | ExcessFromYear1Amt |
| Excess From Current Year | $204,358 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (90 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 92ND STREET YMCA | |||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10028 | NONE | PUBLIC | GENERAL | $1,000 |
| ACKERMAN INSTITUTE FOR THE FAMILY | |||||||
| 936 BROADWAY | NEW YORK | NY | 10010 | NONE | PUBLIC | GENERAL | $500 |
| ACTIVE MINDS | |||||||
| 2001 S STREET NW SUITE 6 | WASHINGTON | DC | 20009 | NONE | PUBLIC | GENERAL | $1,000 |
| ADL | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PUBLIC | GENERAL | $5,000 |
| AFRICAN PARKS FOUNDATION OF AMERICA | |||||||
| 21 W 46TH ST STE 1107 | NEW YORK | NY | 10036 | NONE | PUBLIC | GENERAL | $10,000 |
| ALLEN-STEVENSON SCHOOL | |||||||
| 132 E 78TH ST | NEW YORK | NY | 10075 | NONE | PUBLIC | GENERAL | $750 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FL 1 | CHICAGO | IL | 60601 | NONE | PUBLIC | GENERAL | $1,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 1156 15TH ST NW | WASHINGTON | DC | 20005 | NONE | PUBLIC | GENERAL | $5,000 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| CENTRAL PARK WEST 79TH | NEW YORK | NY | 10024 | NONE | PUBLIC | GENERAL | $1,750 |
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | NONE | PUBLIC | GENERAL | $1,000 |
| ARTHRITIS FOUNDATION | |||||||
| 1355 PEACHTREE ST NE | ATLANTA | GA | 30309 | NONE | PUBLIC | GENERAL | $250 |
| BIG BROTHERSSISTERS OF NEW YORK | |||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | NONE | PUBLIC | GENERAL | $10,000 |
| BRAVO VAIL VALLEY MUSIC FESTIVAL | |||||||
| 2271 N FRONTAGE RD W | VAIL | CO | 81657 | NONE | PUBLIC | GENERAL | $25,000 |
| CAMP OAKHURST | |||||||
| 111 MONMOUTH ROAD | OAKHURST | NJ | 07755 | NONE | PUBLIC | GENERAL | $1,000 |
| CARNEGIE HILL NEIGHBORS | |||||||
| 170 E 91ST ST | NEW YORK | NY | 10128 | NONE | PUBLIC | GENERAL | $1,000 |
| CEI-PEA | |||||||
| 28 W 44TH ST 801 | NEW YORK | NY | 10036 | NONE | PUBLIC | GENERAL | $5,000 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC | GENERAL | $75,000 |
| CENTRAL SYNAGOGUE | |||||||
| 652 LEXINGTON AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC | GENERAL | $3,100 |
| CENTRAL SYNAGOGUE | |||||||
| 652 LEXINGTON AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC | GENERAL | $5,000 |
| CHESS IN THE SCHOOLS | |||||||
| 520 8TH AVE 2 | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL | $500 |
| COLORADO PUBLIC RADIO | |||||||
| 7409 S ALTON CT | CENTENNIAL | CO | 80112 | NONE | PUBLIC | GENERAL | $200 |
| COLUMBIA BUSINESS SCHOOL | |||||||
| 3022 BROADWAY | NEW YORK | NY | 10027 | NONE | PUBLIC | GENERAL | $400 |
| COMMITTEE TO REDUCE INFECTION DEATH | |||||||
| 5 PARTRIDGE HOLLOW RD | GREENWICH | CT | 06831 | NONE | PUBLIC | GENERAL | $1,000 |
| CONNECTICUT COLLEGE | |||||||
| 270 MOHEGAN AVE PKWY | NEW LONDON | CT | 06320 | NONE | PUBLIC | GENERAL | $10,000 |
| CONNECTICUT COLLEGE | |||||||
| 270 MOHEGAN AVE PKWY | NEW LONDON | CT | 06320 | NONE | PUBLIC | GENERAL | $1,000 |
| EAGLE VALLEY LAND TRUST | |||||||
| 51 EAGLE RD | AVON | CO | 81620 | NONE | PUBLIC | GENERAL | $250 |
| FRIENDS OF PS 169 | |||||||
| PO BOX 1546 | NEW YORK | NY | 100280016 | NONE | PUBLIC | GENERAL | $100 |
| GIRL SCOUTS | |||||||
| PO BOX 5046 | NEW YORK | NY | 10087 | NONE | PUBLIC | GENERAL | $500 |
| GRAND STREET SETTLEMENT | |||||||
| 80 PITT STREET | NEW YORK | NY | 10002 | NONE | PUBLIC | GENERAL | $1,000 |
| GREATER NY COUNCILS BOY SCOUTS OF | |||||||
| 1481 CRYSTAL LAKE RD | NARROWSBURG | NY | 12764 | NONE | PUBLIC | GENERAL | $1,000 |
| HUMANITY IN ACTION | |||||||
| 601 W 26TH ST STE 325 | NEW YORK | NY | 10001 | NONE | PUBLIC | GENERAL | $10,000 |
| JOHN JAY COLLEGE OF CRIMINAL JUSTIC | |||||||
| 524 W 59TH ST | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL | $25,000 |
| JOSEPH KUSHNER HEBREW ACADEMY | |||||||
| 110 S ORANGE AVENUE | LIVINGSTON | NJ | 07039 | NONE | PUBLIC | GENERAL | $2,000 |
| JUMPSTART | |||||||
| 308 CONGRESS ST | BOSTON | MA | 02210 | NONE | PUBLIC | GENERAL | $500 |
| JUMPSTART | |||||||
| 308 CONGRESS ST | BOSTON | MA | 02210 | NONE | PUBLIC | GENERAL | $500 |
| LEE PESKY LEARNING CENTER | |||||||
| 3324 ELDER ST | BOISE | ID | 83705 | NONE | PUBLIC | GENERAL | $1,000 |
| LEHIGH UNIVERSITY | |||||||
| 27 MEMORIAL DRIVE W | BETHLEHEM | PA | 18015 | NONE | PUBLIC | GENERAL | $25,000 |
| LEHIGH UNIVERSITY | |||||||
| 27 MEMORIAL DRIVE W | BETHLEHEM | PA | 18015 | NONE | PUBLIC | GENERAL | $2,500 |
| LENOX HILL NEIGHBORHOOD | |||||||
| 331 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC | GENERAL | $250 |
| LINCOLN CENTER FOR THE PERFORMING A | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL | $5,000 |
| LOOMIS CHAFFEE ANNUAL FUND | |||||||
| 4 BATCHELDER ROAD | WINDSOR | CT | 06095 | NONE | PUBLIC | GENERAL | $20,000 |
| LOOMIS CHAFFEE ANNUAL FUND | |||||||
| 4 BATCHELDER ROAD | WINDSOR | CT | 06095 | NONE | PUBLIC | GENERAL | $2,500 |
| MANHATTAN INSTITUTE FOR POLICY RESE | |||||||
| 52 VANDERBILT AVE 201 | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL | $1,000 |
| MGA FOUNDATION | |||||||
| 49 KNOLLWOOD ROAD | ELMSFORD | NY | 10523 | NONE | PUBLIC | GENERAL | $1,640 |
| MIAMI CITY BALLET | |||||||
| 2200 LIBERTY AVENUE | MIAMI BEACH | FL | 33139 | NONE | PUBLIC | GENERAL | $2,500 |
| MUSEUM OF MODERN ART | |||||||
| 11 W 53RD ST | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL | $14,461 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PUBLIC | GENERAL | $1,000 |
| NEW YORK PHILHARMONIC | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL | $25,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | PUBLIC | GENERAL | $1,000 |
| NEW YORKERS FOR PARKS | |||||||
| 55 BROAD STREET | NEW YORK | NY | 10004 | NONE | PUBLIC | GENERAL | $2,500 |
| ODYSSEY FOUNDATION | |||||||
| 5150 INTERSTATE DRIVE | SHREVEPORT | LA | 71109 | NONE | PUBLIC | GENERAL | $2,500 |
| OPENING ACT | |||||||
| PO BOX 20178 | NEW YORK | NY | 10001 | NONE | PUBLIC | GENERAL | $1,000 |
| OPENING ACT | |||||||
| PO BOX 20178 | NEW YORK | NY | 10001 | NONE | PUBLIC | GENERAL | $1,000 |
| ORCHESTRA OF ST LUKE'S | |||||||
| 450 WEST 37TH STREET 502 | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL | $1,000 |
| PALM BEACH ZOO | |||||||
| 1301 SUMMIT BLVD | WEST PALM BEACH | FL | 33405 | NONE | PUBLIC | GENERAL | $2,500 |
| PEER HEALTH EXCHANGE INC | |||||||
| 55 EXCHANGE PLACE 405 | NEW YORK | NY | 10021 | NONE | PUBLIC | GENERAL | $250 |
| PHIPPS HOUSE | |||||||
| 490 2ND AVE | NEW YORK | NY | 10016 | NONE | PUBLIC | GENERAL | $500 |
| PHOENIX ART MUSEUM | |||||||
| 1685 1625 N CENTRAL AVE | PHOENIX | AZ | 85004 | NONE | PUBLIC | GENERAL | $2,500 |
| PUBLIC ART FUND | |||||||
| ONE EAST 53RD STREET | NEW YORK | NY | 10022 | NONE | PUBLIC | GENERAL | $500 |
| PUBLICOLOR | |||||||
| 20 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL | $8,300 |
| PUBLICOLOR | |||||||
| 20 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL | $5,000 |
| SARCOMA FOUNDATION OF AMERICA | |||||||
| 9899 MAIN ST 204 | DAMASCUS | MD | 20872 | NONE | PUBLIC | GENERAL | $500 |
| SEEDS OF PEACE | |||||||
| 370 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL | $350 |
| SEEDS OF PEACE | |||||||
| 370 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL | $25,000 |
| SOLOMON R GUGGENHEIM FOUNDATION | |||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC | GENERAL | $4,040 |
| SUMMER SEARCH NORTH BAY | |||||||
| 360 22ND ST SUITE 305 | OAKLAND | CA | 94612 | NONE | PUBLIC | GENERAL | $5,000 |
| SUMMER SEARCH NORTH BAY | |||||||
| 360 22ND ST SUITE 305 | OAKLAND | CA | 94612 | NONE | PUBLIC | GENERAL | $500 |
| THE DOE FUND | |||||||
| 232 E 84TH ST | NEW YORK | NY | 10028 | NONE | PUBLIC | GENERAL | $500 |
| THE DOE FUND | |||||||
| 232 E 84TH ST | NEW YORK | NY | 10028 | NONE | PUBLIC | GENERAL | $500 |
| THE FRICK COLLECTION | |||||||
| 1 E 70TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC | GENERAL | $600 |
| THE FUND FOR PARK AVENUE | |||||||
| 445 PARK AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC | GENERAL | $100 |
| THE JEWISH MUSEUM | |||||||
| 1109 5TH AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC | GENERAL | $360 |
| THE JEWISH MUSEUM | |||||||
| 1109 5TH AVE E 92ND ST | NEW YORK | NY | 10128 | NONE | PUBLIC | GENERAL | $2,500 |
| THE LYMPHOMA FOUNDATION | |||||||
| 115 BROADWAY | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL | $1,000 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | NONE | PUBLIC | GENERAL | $2,248 |
| THE NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DR | ARLINGTON | VA | 22203 | NONE | PUBLIC | GENERAL | $250 |
| THE NEW YORK PUBLIC LIBRARY | |||||||
| 5TH AVENUE AT 42ND ST | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL | $1,500 |
| THE READING TEAM INC | |||||||
| 2090 ADAM CLAYTON POWELL | NEW YORK | NY | 10027 | NONE | PUBLIC | GENERAL | $200 |
| THE WASHINGTON INSTITUTE | |||||||
| 1111 19TH ST NW STE 500 | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL | $5,000 |
| THE WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | NONE | PUBLIC | GENERAL | $1,000 |
| THIRD STREET MUSIC SCHOOL SETTLEMEN | |||||||
| 235 E 11TH ST | NEW YORK | NY | 10003 | NONE | PUBLIC | GENERAL | $250 |
| UJA FEDERATION OF NY | |||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC | GENERAL | $10,000 |
| UJA FEDERATION OF NY | |||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC | GENERAL | $2,500 |
| UNION SETTLEMENT ASSOCIATION | |||||||
| 237 E 104TH ST | NEW YORK | NY | 10029 | NONE | PUBLIC | GENERAL | $1,000 |
| UNION SETTLEMENT ASSOCIATION | |||||||
| 237 E 104TH ST | NEW YORK | NY | 10029 | NONE | PUBLIC | GENERAL | $500 |
| VAIL VALLEY FOUNDATION | |||||||
| 90 W BENCHMARK RD 300 | AVON | CO | 81620 | NONE | PUBLIC | GENERAL | $20,000 |
| VAIL VALLEY MEDICAL CENTER | |||||||
| 180 S FRONTAGE RD W | VAIL | CO | 81657 | NONE | PUBLIC | GENERAL | $1,000 |
| VISITING NURSE CENTER OF NEW YORK | |||||||
| 107 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC | GENERAL | $500 |
| VISITING NURSE SERVICE OF NEW YORK | |||||||
| 1250 BROADWAY | NEW YORK | NY | 10022 | NONE | PUBLIC | GENERAL | $5,000 |
| WNET | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $431,099 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,979 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,473 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $390,214 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $509,666 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $509,666 | 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 FEE | CategoryTxt |
| Amt | $5,800 | Amt |
| Net Investment Income | $2,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,900 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS INVESTMENTS | StockNm |
| EOY Book Value | $3,057,453 | EOYBookValueAmt |
| EOYFMV | $4,619,899 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| FILING FEES | $325 | $325 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER TIMING DIFFERENCES | $17,242 |
| DONATION TIMING ADJUSTMENT | $4,311 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY & CUSTODY | CategoryTxt |
| Amt | $35,867 | Amt |
| Net Investment Income | $35,867 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $1,045 | $1,045 |
| FEDERAL EXCISE TAX | $14,000 |