CHARLES COHN FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES COHN FOUNDATION INC (EIN 13-6129449)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-02-28
- IRS object ID
- 201840599349100704
- Schema version
- 2016v3.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-28T09:52:06-06:00 | ReturnTs |
| Tax Period End | 2017-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112774468 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHENKER ZACARESE & MARKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 NORTH PARK AVE | AddressLine1Txt |
| City | ROCKVILLE CENTRE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11570 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136129449 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHARLES COHN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 5167633100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MARC S COHN 53 N PARK AV NO 302 | AddressLine1Txt |
| City | ROCKVILLE CENTRE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11570 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARC S COHN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5167633100 | PhoneNum |
| Signature | 2018-02-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS ZACARESE | PreparerPersonNm |
| PTIN | P00451421 | PTIN |
| Phone | 5165367100 | PhoneNum |
| Preparation | 2018-02-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.80.102.161 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-28 | IPDt |
| IP Tm | 10:45:33 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 146EB10075FCF35ECAA11FA2BD0BE949A3441C99 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2322B0F3A71568EEEAF4DA20DDB66D21F5F4DD8E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $7,844,334 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,029,607 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $332 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $332 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $227,602 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $227,602 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,093 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,465,744 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,244,448 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $227,934 | 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 |
| Legal Fees Rev And Expnss | $11,890 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,890 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,845 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,845 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,671 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,809 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,138 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $11,217 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,217 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,761 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,761 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $259,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $259,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $298,761 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $296,761 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $945,687 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $227,934 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,277 | CashBOYAmt |
| Cash EOY | $39,487 | CashEOYAmt |
| Cash EOYFMV | $39,487 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $473,150 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $695,663 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $695,663 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,128,602 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,275,097 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,275,097 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,118,921 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,917,912 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,917,912 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $373,952 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $368,009 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $368,009 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $604,025 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,768 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $595,395 | LandBOYAmt |
| Land EOY | $594,257 | LandEOYAmt |
| Land EOYFMV | $500,057 | LandEOYFMVAmt |
| Other Assets BOY | $44,095 | OtherAssetsBOYAmt |
| Other Assets EOY | $48,109 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $48,109 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,740,392 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,938,534 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,844,334 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $6,740,392 | UnrestrictedBOYAmt |
| Unrestricted EOY | $7,938,534 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,740,392 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,938,534 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,740,392 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,938,534 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,740,392 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $945,687 | ExcessRevenueOverExpensesAmt |
| Other Increases | $252,455 | OtherIncreasesAmt |
| Subtotal | $7,938,534 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,938,534 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GE 4.5% 9/15/26 | P | 2012-11-07 | 2017-11-07 | $108,177 | $109,548 | -$1,371 | -$1,371 |
| GE CAPITAL 4.125% 5/15/34 | P | 2015-03-02 | 2017-11-07 | $195,083 | $201,140 | -$6,057 | -$6,057 |
| WASTE MANAGEMENT INC 3.9% 3/1/35 | P | 2015-04-01 | 2017-12-01 | $97,013 | $106,436 | -$9,423 | -$9,423 |
| JOHNSON & JOHNSON 4.375% 12/5/33 | P | 2015-09-01 | 2017-06-02 | $112,482 | $110,573 | $1,909 | $1,909 |
| ORACLE 3.9% 5/15/35 | P | 2015-10-01 | 2017-05-23 | $100,329 | $97,942 | $2,387 | $2,387 |
| PEPSICO INC 3.5% 7/17/25 | P | 2015-12-01 | 2017-09-14 | $104,553 | $105,377 | -$824 | -$824 |
| WEBMD HEALTH CORP | P | 2016-01-05 | 2017-09-21 | $25,935 | $19,353 | $6,582 | $6,582 |
| WEBMD HEALTH CORP | P | 2016-02-12 | 2017-09-21 | $25,270 | $19,415 | $5,855 | $5,855 |
| GE CAPITAL 4% 7/15/32 | P | 2016-04-01 | 2017-11-07 | $99,491 | $104,462 | -$4,971 | -$4,971 |
| MONSANTO CO 4.2% 7/15/34 | P | 2016-10-04 | 2017-11-17 | $178,981 | $180,796 | -$1,815 | -$1,815 |
| LEHMAN BRO | P | 2016-12-14 | $383 | $383 | $383 | ||
| APPLE INC 4.5% 2/23/36 | P | 2016-03-01 | 2017-03-01 | $138,603 | $138,451 | $152 | $152 |
| JPMORGAN CHASE 3.875% 9/10/24 | P | 2016-11-01 | 2017-08-16 | $154,318 | $158,898 | -$4,580 | -$4,580 |
| GOLDMAN SACHS 3.5% 1/23/25 | P | 2017-03-02 | 2017-11-30 | $125,126 | $126,446 | -$1,320 | -$1,320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13,093 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $275,911 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,251,713 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044134 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $213,751 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,916,034 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043480 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $254,596 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,737,316 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053743 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $239,622 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,880,326 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049100 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $224,964 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,973,733 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045230 | DistributionYr5Rt |
| Total Distribution | 0.235687 | TotalDistributionRt |
| Average Distribution | 0.047137 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,111,711 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $335,225 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,279 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $337,504 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $296,761 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,559 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,559 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,559 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,160 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,160 | TotalPaymentsAndCreditsAmt |
| Tax Due | $399 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5167633100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MARC S COHN 53 N PARK AV NO 302 | AddressLine1Txt |
| City | ROCKVILLE CENTRE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11570 | 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 (3 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| MARC S COHN | |||||||||
| 53 NORTH PARK AVENUE - SUITE 302 | ROCKVILLE CENTRE | NY | 11570 | PRESIDENT | 2.00 | $0 | $0 | $0 | |
| ELLEN MENSCHER | |||||||||
| C/O MARC S COHN 53 NORTH PARK | ROCKVILLE CENTRE | NY | 11570 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 | AVENUE - SUITE 302 |
| DANIEL COHN | |||||||||
| C/O MARC S COHN 53 NORTH PARK | ROCKVILLE CENTRE | NY | 11570 | VP & TREASURER | 0.00 | $0 | $0 | $0 | AVENUE - SUITE 302 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,504,520 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $667,619 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $47,872 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,220,011 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,220,011 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $108,300 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,111,711 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $355,586 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $355,586 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,559 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,559 | TotalTaxAmt |
| Distributable Before Adj | $351,027 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $351,027 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $351,027 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $296,761 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $296,761 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $296,761 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $351,027 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $273,442 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $296,761 | QualifyingDistributionsAmt |
| Applied To Year1 | $273,442 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,319 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $327,708 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARC S COHN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMARYLLIS FARM EQUINE RESCUE INC | ||||||||
| 44 LITTLE FRESH POND RO | SOUTHAMPTON | NY | 11968 | NONE | PUBLIC CHARITY | ANIMAL WELFARE | $1,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 250 WILLIAMS STREET | ATLANTA | GA | 30303 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $1,000 | |
| BACKSTRETCH EMPLOYEE SERVICE TEAM OF NY | ||||||||
| 2150 HEMPSTEAD TPKE | ELMONT | NY | 11003 | NONE | PUBLIC CHARITY | HEALTHCARE AND ASSISTANCE TO NEEDY BACKSTRETCH EMPLOYEES OF AQUEDUCT, BELMONT, AND SARATOGA | $1,000 | |
| BELMONT CHILD CARE ASSOCIATION INC | ||||||||
| 2150 HEMPSTEAD TPKE | ELMONT | NY | 11003 | NONE | PUBLIC CHARITY | PROVIDE DAY CARE FOR EMPLOYEES OF BELMONT RACE TRACK | $1,000 | |
| BIG BROTHERS AND SISTERS OF BOSTON | ||||||||
| 75 FEDERAL STREET 8TH FLOOR | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | YOUTH EDUCATION AND ATHLETICS | $2,000 | |
| BLOWING ROCK CHARITY HORSE SHOW FOUNDATION | ||||||||
| PO BOX 650 | BLOWING ROCK | NC | 28605 | NONE | PUBLIC CHARITY | ANNUAL HORSE SHOW & EDUCATION | $1,500 | |
| BRANDYWINE VALLEY SUMMER SERIES | ||||||||
| 340 E HILLENDALE RD | KENNETT SQUARE | PA | 19348 | NONE | PUBLIC CHARITY | FUNDRAISING FOR HORSE SHOWS | $5,000 | |
| BROOKVILLE PARK TRANSITION | ||||||||
| 18 HORSE HILL ROAD | BROOKVILLE | NY | 11545 | NONE | PUBLIC CHARITY | CULTURAL | $250 | |
| BUFFALO THERAPEUTIC RIDING CENTER | ||||||||
| 950 AMHERST ST | BUFFALO | NY | 14216 | NONE | PUBLIC CHARITY | THERAPEUTIC HORSEBACK RIDING TO CHILDREN | $1,000 | |
| CAMP HORSEABILITY INC | ||||||||
| PO BOX 410-1 | OLD WESTBURY | NY | 11568 | NONE | PUBLIC CHARITY | PROVIDES THERAPEUTIC HORSEBACK RIDING | $1,000 | |
| CARIDAD CENTER | ||||||||
| 8645 W BOYNTON BEACH BLVD | BOYNTON BEACH | FL | 33472 | NONE | PUBLIC CHARITY | SUPPORTS UNDER SERVED CHILDREN AND FAMILIES | $3,500 | |
| CHILDRENS HEALTHCARE OF ATLANTA | ||||||||
| 1587 NORTHEAST EXPY NE | BROOKHAVEN | GA | 30329 | NONE | PUBLIC CHARITY | CHILDREN HEALTHCARE | $1,000 | |
| CITYMEALS-ON-WHEELS | ||||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | PROVIDES FOOD TO PEOPLE IN NEED | $1,000 | |
| COVE ANIMAL RESCUE CORPORATION | ||||||||
| 40 SHORE ROAD | GLEN COVE | NY | 11542 | NONE | PUBLIC CHARITY | ANIMAL WELFARE | $2,000 | |
| CROHN'S & COLITIS FOUNDATION OF AMERICA | ||||||||
| 386 PARK AVE SOUTH 17TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $1,000 | |
| DANNY & RON'S RESCUE | ||||||||
| PO BOX 604 | CAMDEN | SC | 29021 | NONE | PUBLIC CHARITY | ANIMAL WELFARE | $5,000 | |
| EQUESTRIAN AIDS FOUNDATION INC | ||||||||
| 11924 W FOREST HILL BLVD SUITE | WELLINGTON | FL | 33414 | NONE | PUBLIC CHARITY | ANIMAL WELFARE | $7,500 | 22-377 |
| FOR CHILDREN WORLD WIDE INC | ||||||||
| 530 1ST AVE SUITE 9V | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | SUPPORTS FAMILIES IN CRISIS | $22,500 | |
| GREATER LONG ISLAND RUNNING CLUB | ||||||||
| 101 DUPONT ST | PLAINVIEW | NY | 11803 | NONE | PUBLIC CHARITY | ATHLETIC | $2,000 | |
| HUMANE EQUINE AID & RAPID TRANSPORT INC | ||||||||
| 179 ACORN HILL DR | MADISON | VA | 22727 | NONE | PUBLIC CHARITY | PROVIDES HUMANE TRANSPORT FOR INJURED OR INCAPACITATED EQUINES | $5,000 | |
| JCC ON THE PALISADES | ||||||||
| 411 E CLINTON AVE | TENAFLY | NJ | 07670 | NONE | PUBLIC CHARITY | JEWISH EDUCATION | $5,500 | |
| KENTUCKY HORSE PARK FOUNDATION | ||||||||
| 4089 IRON WORKS PARKWAY | LEXINGTON | KY | 40511 | NONE | PUBLIC CHARITY | ENHANCING, EXPANDING, & IMPROVING THE KENTUCKY HORSE PARK | $1,000 | |
| MIDDLEBURG CLASSIC HORSE SHOW INC | ||||||||
| 781 LEDFORD LANE | SMITHFIELD | VA | 23430 | NONE | PUBLIC CHARITY | ANIMAL WELFARE | $1,500 | |
| NATIONAL HORSE SHOW ASSOC OF AMERICA LTD | ||||||||
| PO BOX 386 | GREENVALE | NY | 11548 | NONE | PUBLIC CHARITY | TO ADVANCE EQUESTRIAN SPORTS IN US | $4,400 | |
| NATIONAL MUSEUM OF RACING & HALL OF FAME | ||||||||
| 191 UNION AVE | SARATOGA SPRINGS | NY | 12866 | NONE | PUBLIC CHARITY | CONSERVATION OF OBJECTS RELATING TO HORSE RACING | $2,500 | |
| NATIONAL SPORTING LIBRARY INC | ||||||||
| PO BOX 1335 | MIDDLEBURG | VA | 20118 | NONE | PUBLIC CHARITY | CULTURAL - HORSE AND FIELD SPORTS | $1,500 | |
| OLD FIELD FARM LTD | ||||||||
| PO BOX 598 | STONYBROOK | NY | 11790 | NONE | PUBLIC CHARITY | CULTURAL | $5,000 | |
| RACE TRACK CHAPLAINCY OF AMERICA | ||||||||
| 2365 HARRODSBURG RD A120 | LEXINGTON | KY | 40504 | NONE | PUBLIC CHARITY | RELIGIOUS | $1,000 | |
| ROCKVILLE CENTRE GUILD FOR THE ARTS | ||||||||
| PO BOX 950 | ROCKVILLE CENTRE | NY | 11571 | NONE | PUBLIC CHARITY | CULTURAL | $2,500 | |
| SKIDMORE COLLEGE SARATOGA | ||||||||
| 815 N BROADWAY | SARATOGA SPRINGS | NY | 12866 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 | |
| SPECIAL OLYMPICS OF NY INC | ||||||||
| 504 BALLTOWN RD | SCHENECTADY | NY | 12304 | NONE | PUBLIC CHARITY | ATHLETIC INSTRUCTION AND COMPETITION FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES | $250 | |
| ST JUDE'S CHILDRENS HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE MS512 | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $1,000 | |
| THE METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | CULTURAL | $1,000 | |
| TISCH MULTIPLE SCLEROSIS RESEARCH CENTER OF NY | ||||||||
| 521 WEST 57TH STREET 4TH FLOOR | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $2,500 | |
| TRANQUILITY CAMP INC | ||||||||
| 170 TRANQUILITY ROAD | EARLTON | NY | 12058 | NONE | PUBLIC CHARITY | YOUTH EDUCATION AND ATHLETICS;LISTTOTAL 58397 | $17,500 | |
| UNITED SERVICE ORGANIZATIONS INC | ||||||||
| 2111 WILSON BLVD SUITE 1200 | ARLINGTON | VA | 22201 | NONE | PUBLIC CHARITY | LIFTS THE SPIRITS OF AMERICA'S TROOPS AND THEIR FAMILIES | $250 | |
| USHJA | ||||||||
| 3870 CIGAR LANE | LEXINGTON | KY | 40511 | NONE | PUBLIC CHARITY | ADVANCE AND PROMOTE HUNTER AND JUMPER DISCIPLINES | $10,850 | |
| WASHINGTON INTERNATIONAL HORSE SHOW | ||||||||
| 3299 K STREET NW 600 | WASHINGTON DC | DC | 20007 | NONE | PUBLIC CHARITY | PROMOTE A GREATER INTEREST IN AND EDUCATION OF ALL THINGS EQUESTRIAN | $2,500 | |
| WEILL CORNELL MEDICAL COLLEGE | ||||||||
| 1300 YORK AVE BX 314 | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $105,000 | |
| WHISKERS INC | ||||||||
| PO BOX 11190 | ALBANY | NY | 12211 | NONE | PUBLIC CHARITY | ANIMAL WELFARE | $2,500 | |
| YORKIE 911 RESCUE INC | ||||||||
| 212 E 4TH STREET | DEER PARK | NY | 11729 | NONE | PUBLIC CHARITY | ANIMAL WELFARE | $2,000 | |
| AIKEN HORSE PARK FOUNDATION | ||||||||
| 931 POWDERHOUSE RD SE | AIKEN | SC | 29803 | NONE | PUBLIC CHARITY | ANIMAL WELFARE | $1,500 | |
| EASTERSEALS | ||||||||
| PO BOX 768 | ALBANY | NY | 11201 | NONE | PUBLIC CHARITY | THERAPY, TRAINING, EDUCATION, AND SUPPORT SERVICES FOR DISABLED PEOPLE | $1,000 | |
| HEAD STRONG PROJECT INC | ||||||||
| 655 MADISON AVE 18TH FLOOR | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | MENTAL HEALTH CARE TO IRAQ AND AFGHANISTAN COMBAT VETERANS WITH PTSD | $4,500 | |
| HEROS PROJECT | ||||||||
| 7304 BEVERLY BLVD 151 | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | PHYSICAL AND EMOTIONAL TRAINING FOR INJURED WAR VETERANS | $2,500 | |
| JEWISH FEDERATION OF GREATER HOUSTON | ||||||||
| 5603 S BRAESWOOD BLVD | HOUSTON | TX | 77096 | NONE | PUBLIC CHARITY | JEWISH EDUCATION | $10,000 | |
| PILOTS N PAWS | ||||||||
| 4651 HOWE RD | LANDRUM | SC | 29356 | NONE | PUBLIC CHARITY | ANIMAL WELFARE | $1,000 | |
| TURNING POINTE DONKEY RESCUE INC | ||||||||
| 216 N MEECH RD | DANSVILLE | MI | 48819 | NONE | PUBLIC CHARITY | ANIMAL WELFARE | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $259,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 08 | ExclusionCd |
| Exclusion | $332 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $227,602 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$13,093 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $214,841 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $214,841 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANITA POLLACK TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MARC S COHN 53 N PARK AVE 302 | AddressLine1Txt |
| City | ROCKVILLE CENTRE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11570 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,029,607 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,845 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,845 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING | 2009-05-01 | $31,294 | $8,630 | SL | 27.500000000000 | $1,138 | $0 |
| LAND - SUGAR AND SPICE LLC | $154,200 | L | $0 | $0 | |||
| LAND - SANDP LLC | $418,531 | L | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED SCHEDULE | BondNm |
| EOY Book Value | $4,917,912 | EOYBookValueAmt |
| EOYFMV | $4,917,912 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE | StockNm |
| EOY Book Value | $1,275,097 | EOYBookValueAmt |
| EOYFMV | $1,275,097 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED SCHEDULE | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $368,009 | BookValueAmt |
| EOYFMV | $368,009 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING | $31,294 | $9,768 | $21,526 |
| LAND - SUGAR AND SPICE LLC | $154,200 | $0 | $154,200 |
| LAND - SANDP LLC | $418,531 | $0 | $418,531 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $11,890 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,890 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $44,095 | BOYBookValueAmt |
| EOY Book Value | $48,109 | EOYBookValueAmt |
| EOYFMV | $48,109 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PUBLICATION NOTICE | $155 | $0 | $155 |
| INSURANCE | $4,932 | $0 | $4,932 |
| UTILITIES | $2,345 | $0 | $2,345 |
| LLC FILING FEE | $50 | $0 | $50 |
| REPAIRS & MAINTENANCE | $3,037 | $0 | $3,037 |
| MISCELLANEOUS | $698 | $0 | $698 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $252,455 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANITA POLLACK TRUST | BusinessNameLine1Txt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $9,559 | $0 | $9,559 |
| NYS CHAR500 TAX | $250 | $0 | $250 |
| FEDERAL INVESTMENT INCOME SEC 4940 TAX | $862 | $0 | $0 |