THE GIFFORD FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE GIFFORD FAMILY FOUNDATION (EIN 13-6992402)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-29
- IRS object ID
- 201833029349100418
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-29T14:19:58-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bender Lane Advisory LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 Tower Pl Ste 1001 | AddressLine1Txt |
| City | Albany | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 122033721 | 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 | 136992402 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Gifford Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN R ALDRICH | InCareOfNm |
| Business Name Control | GIFF | BusinessNameControlTxt |
| Phone | 5188861515 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 376 Broadway Suite 29 | AddressLine1Txt |
| City | Saratoga Springs | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHIE LEE GIFFORD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5188861515 | PhoneNum |
| Signature | 2018-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John R Aldrich | PreparerPersonNm |
| PTIN | P01050466 | PTIN |
| Phone | 5182181218 | PhoneNum |
| Preparation | 2018-10-23 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.246.140.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 14204720183025000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-10-29 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2471441A665EDC23BB81BC96D7FF3CCACD114206 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6155DF1B7206B068AF5DC14EA014F72282BAA246 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,351,156 | 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 | $10,665 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,133 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,133 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,980 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,980 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,971 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $500,005 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,971 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $101,749 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $91,084 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $23,029 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,364 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,444 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $144 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $25,723 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,508 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $86,723 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,508 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,026 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $78,576 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $92,296 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $87,721 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $87,721 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $745,911 | CorporateStockBOYAmt |
| Corporate Stock EOY | $741,233 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,090,609 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $145,812 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $170,091 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $172,826 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $984,019 | TotalAssetsBOYAmt |
| Total Assets EOY | $999,045 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,351,156 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $984,019 | RetainedEarningBOYAmt |
| Retained Earning EOY | $999,045 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $984,019 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $999,045 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $984,019 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $999,045 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $984,019 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,026 | ExcessRevenueOverExpensesAmt |
| Subtotal | $999,045 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $999,045 | 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 |
|---|---|---|---|---|---|
| NBJ #035512 - ST (SEE ATTACHED) | P | $174,652 | $161,462 | $13,190 | $13,190 |
| NBJ #035512 - LT (SEE ATTACHED) | P | $325,353 | $271,572 | $53,781 | $53,781 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,971 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $66,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,158,768 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056957 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $151,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,299,037 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.11624 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $91,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,276,690 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.071278 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $77,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,173,789 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065813 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $350,086 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $959,847 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.364731 | DistributionYr5Rt |
| Total Distribution | 0.675019 | TotalDistributionRt |
| Average Distribution | 0.135004 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,283,928 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $173,335 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $786 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $174,121 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $61,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,572 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,572 | SubtotalAmt |
| Tax Based On Investment Income | $1,572 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,157 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,157 | TotalPaymentsAndCreditsAmt |
| Tax Due | $415 | TaxDueAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN R ALDRICH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5188861515 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 376 BROADWAY SUITE 29 | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kathie Lee Gifford | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 376 broadway Suite 29 | AddressLine1Txt |
| City | Saratoga Springs | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,180,627 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $122,853 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,303,480 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,303,480 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,552 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,283,928 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,196 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,196 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,572 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,572 | TotalTaxAmt |
| Distributable Before Adj | $62,624 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $62,624 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $62,624 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $61,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $61,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,624 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $305,922 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,546 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,669 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $88,687 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,173 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $455,997 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $61,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $61,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,624 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,624 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $454,373 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $304,298 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $150,075 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,546 | ExcessFromYear4Amt |
| Excess From Year3 | $30,669 | ExcessFromYear3Amt |
| Excess From Year2 | $88,687 | ExcessFromYear2Amt |
| Excess From Year1 | $9,173 | ExcessFromYear1Amt |
| Excess From Current Year | $1,624 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THE DREAM CENTER | ||||||||
| 2301 BELLVUE AVE | LOS ANGELES | CA | 90026 | NONE | PC | GENERAL CHARITABLE | $10,000 | |
| FUSION GLOBAL | ||||||||
| 5062 LANKERSHIM BLVD SUITE 3017 | NORTH HOLLYWOOD | CA | 91601 | NONE | PC | GENERAL CHARITABLE | $5,000 | |
| FREEDOM FOR FISTULA FOUNDATION | ||||||||
| 777 UNITED NATIONS PLAZA 8TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL CHARITABLE | $11,000 | SUITE 8-B |
| ARISE | ||||||||
| 151 WEST 30TH ST 5TH FL | NEW YORK | NY | 10001 | NONE | PC | GENERAL CHARITABLE | $20,000 | |
| HOPELAND | ||||||||
| 575 MADISON AVE | NEW YORK | NY | 10022 | NONE | PC | GENERAL CHARITABLE | $15,000 | 24TH FL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,113 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $66,971 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $91,084 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $91,084 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $170,091 | EOYBookValueAmt |
| EOYFMV | $172,826 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $719,783 | $1,068,033 |
| PREFERRED STOCKS | $21,450 | $22,576 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEE | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NBJ #035512 - MANAGEMENT FEES | $12,364 | $12,364 |
| TAX PREPARATION FEES | $10,665 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $144 | $144 |
| FEDERAL TAX | $2,300 |