NORDEMANN FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- NORDEMANN FOUNDATION INC (EIN 11-2667115)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-09
- IRS object ID
- 201841359349101324
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-09T02:39:05-00:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN REISNER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 BABYLON TPKE | AddressLine1Txt |
| City | MERRICK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11566 | 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 | 112667115 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORDEMANN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORD | BusinessNameControlTxt |
| Phone | 5168689500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O REISNER 137 BABYLON TPKE | AddressLine1Txt |
| City | MERRICK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11566 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH NORDEMANN | PersonNm |
| Person Title | PRES | PersonTitleTxt |
| Signature | 2018-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN REISNER | PreparerPersonNm |
| Phone | 5168689500 | PhoneNum |
| Preparation | 2018-05-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.14.74.21 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-15 | IPDt |
| IP Tm | 14:17:18 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9D7525ED3141EAC8F50897175FE2948EF4FC9DA9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9D7525ED3141EAC8F50897175FE2948EF4FC9DA9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,205,828 | 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 | $1,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $26,746 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,746 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $26,746 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,269 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $41,406 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,477 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,746 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $26,746 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $450 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $9,988 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,988 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $9,988 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,045 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,045 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,045 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $100 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $100 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,583 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,583 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $11,583 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $63,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $63,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $75,083 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,583 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $11,583 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$54,606 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,163 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,163 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $126,203 | CashBOYAmt |
| Cash EOY | $45,317 | CashEOYAmt |
| Cash EOYFMV | $45,317 | CashEOYFMVAmt |
| Corporate Stock BOY | $646,549 | CorporateStockBOYAmt |
| Corporate Stock EOY | $664,458 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,160,511 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $772,752 | TotalAssetsBOYAmt |
| Total Assets EOY | $709,775 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,205,828 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $35,969 | CapitalStockBOYAmt |
| Capital Stock EOY | $35,969 | CapitalStockEOYAmt |
| Retained Earning BOY | $736,783 | RetainedEarningBOYAmt |
| Retained Earning EOY | $673,806 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $772,752 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $709,775 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $772,752 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $709,775 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $772,752 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$54,606 | ExcessRevenueOverExpensesAmt |
| Subtotal | $718,146 | SubtotalAmt |
| Other Decreases | $8,371 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $709,775 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 25000 US TREASURY NOTE | P | 2016-10-11 | 2017-06-30 | $25,000 | $25,232 | -$232 | -$232 |
| 1000 CON ED | P | 2015-10-22 | 2017-11-22 | $16,406 | $23,443 | -$7,037 | -$7,037 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,269 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$232 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $57,668 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,113,258 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.051801 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $52,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,142,380 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.045519 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $52,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,152,187 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.045132 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $52,143 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,061,009 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.049145 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $52,028 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $971,463 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.053556 | DistributionYr5Rt |
| Total Distribution | 000.245153 | TotalDistributionRt |
| Average Distribution | 000.049031 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,145,346 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $56,157 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $152 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $56,309 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $63,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $152 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $152 | SubtotalAmt |
| Tax Based On Investment Income | $152 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $152 | 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 |
| Website Address | n/a | WebsiteAddressTxt |
| Individual With Books | ALAN REISNER CPA | IndividualWithBooksNm |
| Phone | 5168689500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 BABYLON TPKE | AddressLine1Txt |
| City | MERRICK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11566 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DEBORAH NORDEMANN | ||||||
| PO BOX 815 | SANTA FE | NM | 87504 | PRES | 010.00 | $0 |
| HANS B H NORDEMANN | ||||||
| 332 SOUTHDOWN RD | HUNTINGTON | NY | 11743 | TREAS | 010.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,077,028 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $85,760 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,162,788 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,162,788 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,442 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,145,346 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,267 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,267 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $152 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $152 | TotalTaxAmt |
| Distributable Before Adj | $57,115 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $57,115 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $57,115 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $63,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $152 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $63,348 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,115 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $4,282 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,282 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $63,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $57,115 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,385 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,667 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $10,667 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $4,282 | ExcessFromYear1Amt |
| Excess From Current Year | $6,385 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DEBORAH NORDEMANN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 815 | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6315490505 | RecipientPhoneNum |
| Form And Info And Materials | NOT DEFINED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HUNTINGTON COMMUNITY FIRST AID SQUAD | |||||||
| 2 RAILROAD AVE | HUNTINGTON | NY | 11746 | NONE | NC | TO FURTHER EXEMPT PURPOSE | $500 |
| HUNTINGTON FIRE DEPARTMENT | |||||||
| 1 LEVERICH PL | HUNTINGTON | NY | 11743 | NONE | NC | TO FURTHER EXEMPT PURPOSE | $1,000 |
| KNME | |||||||
| 1200 UNIVERSITY BLVD NE | ALBUQUERE | NM | 87502 | NONE | NC | TO FURTHER EXEMPT PURPOSE | $1,500 |
| LA FAMILA | |||||||
| PO BOX 5395 | SANTA FE | NM | 87502 | NONE | NC | TO FURTHER EXEMPT PURPOSE | $3,000 |
| LLOYD HARBOR POLICE | |||||||
| 380 WEST NECK RD | HUNTINGTON | NY | 11743 | NONE | NC | TO FURTHER EXEMPT PURPOSE | $300 |
| MEALS ON WHEELS | |||||||
| 432 PARK AVE EAST WING | HUNTINGTON | NY | 11743 | NONE | NC | TO FURTHER EXEMPT PURPOSE | $3,000 |
| MEMORIAL SLOAN KETTERING | |||||||
| 1725 YORK AVE | NYC | NY | 10021 | NONE | NC | TO FURTHER EXEMPT PURPOSE | $2,000 |
| NORTH SHORE LIJ HUNTINGTON HOSPITAL | |||||||
| 270 PARK AVE | HUNTINGTON | NY | 11743 | NONE | NC | TO FURTHER EXEMPT PURPOSE | $1,000 |
| NY TIMES NEEDIEST CASES FUND | |||||||
| 4 CHASE METROTECH CTR 7TH FLOOR | BROOKLYN | NY | 11245 | NONE | NC | TO FURTHER EXEMPT PURPOSE | $3,000 |
| PLAN USA | |||||||
| 155 PLAN WAY | WARWICK | RI | 02886 | NONE | NC | TO FURTHER EXEMPT PURPOSE | $1,500 |
| SANTA FE OPERA | |||||||
| PO BOX 2408 | SANAT FE | NM | 87504 | NONE | NC | TO FURTHER EXEMPT PURPOSE | $500 |
| SCHOLARSHIP AMERICA | |||||||
| 1550 AMERICAN BLVD EAST SUITE 155 | BLOOMINTON | MN | 55425 | NONE | NC | TO FURTHER EXEMPT PURPOSE | $3,500 |
| SPECIAL OLYMPICS | |||||||
| 1133 19THE ST NW 12TH FLOOR | WASHINGTON | DC | 20036 | NONE | NC | TO FURTHER EXEMPT PURPOSE | $1,500 |
| THIRTEEN WNET | |||||||
| 450 WEST 33RD STREET | NYC | NY | 10001 | NONE | NC | TO FURTHER EXEMPT PURPOSE | $1,000 |
| US FUND FOR UNICEF | |||||||
| 330 EAST 38TH STREET | NYC | NY | 10016 | NONE | NC | TO FURTHER EXEMPT PURPOSE | $4,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 TWENTY FOURTH ST NW | WASHINGTON | DC | 20077 | NONE | NC | TO FURTHER EXEMPT PURPOSE | $1,500 |
| ACION INTERNATIONAL | |||||||
| 56 ROLAND ST SUITE 300 | BOSTON | MA | 02129 | NONE | NC | TO FURTHER EXEMPT PURPOSE | $2,500 |
| AMERICARES | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | NONE | NC | TO FURTHER EXEMPT PURPOSE | $3,000 |
| ASTHMA AND ALLERGY FOUNDATION | |||||||
| 8201 CORPORATE DRIVE SUITE 1000 | LANDOVER | MD | 20785 | NONE | NC | TO FURTHER EXEMPT PURPOSE | $900 |
| COUSTEAU SOCIETY | |||||||
| PO BOX 2227 | CHESAPEAKE | VA | 23327 | NONE | NC | TO FURTHER EXEMPT PURPOSE | $1,500 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVE 2ND FLOOR | NYC | NY | 10001 | NONE | NC | TO FURTHER EXEMPT PURPOSE | $7,000 |
| FAMILY SERVICE LEAGUE | |||||||
| 790 PARK AVE | HUNTINGTON | NY | 11743 | NONE | NC | TO FURTHER EXEMPT PURPOSE | $3,500 |
| FEEDING AMERICA | |||||||
| 35 E WACKER DR SUITE 2000 | CHICAGO | IL | 60601 | NONE | NC | TO FURTHER EXEMPT PURPOSE | $3,200 |
| HEART AND SOUL ANIMAL SANCTUARY | |||||||
| 369 MONTEXUMA AVE SUITE 130 | SANTA FE | NM | 87501 | NONE | NC | TO FURTHER EXEMPT PURPOSE | $1,000 |
| HOLE IN THE WALL GANG | |||||||
| 555 LONG WHARF DRIVE | NEW HAVEN | CT | 06511 | NONE | NC | TO FURTHER EXEMPT PURPOSE | $2,000 |
| HOMES FOR OUR TROOPS | |||||||
| 6 MAIN ST | TAUNTON | MA | 02780 | NONE | NC | TO FURTHER EXEMPT PURPOSE | $3,500 |
| ST VINCENT HOSPITAL | |||||||
| 455 ST MICHAELS DRIVE | SANTA FE | NM | 87505 | NONE | NC | TO FURTHER EXEMPT PURPOSE | $1,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND ST | NYC | NY | 10168 | NONE | NC | TO FURTHER EXEMPT PURPOSE | $5,000 |
| DALANCEY ST FOUNDATION | |||||||
| 600 EMBARCADERO | SAN FRANCISCO | CA | 94107 | NONE | NC | TO FURTHER EXEMPT PURPOSE | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $63,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS | Desc |
| Related Or Exempt Function Incm | $1,000 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $26,746 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$7,269 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $20,477 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,477 | 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 | ACCOUNTANT | CategoryTxt |
| Amt | $450 | Amt |
| Net Investment Income | $450 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $450 | AdjustedNetIncomeAmt |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 300 shares of AMGEN INC | $14,776 | $52,170 |
| 100 shares of ROCHE | $3,547 | $3,158 |
| 600 shares of BRISTOL MYERS SQUIBB | $13,841 | $36,768 |
| 700 shares of CVS CAREMARK | $22,074 | $50,750 |
| 400 shares of CISCO SYS INC | $6,579 | $15,320 |
| 1000 shares of WEYERHAEUSER | $28,198 | $35,260 |
| 200 shares of ISHARES TIPS | $22,800 | $22,816 |
| 1000 shares of GENERAL ELECTRIC | $36,029 | $17,450 |
| 150 shares of GOOGLE INC | $26,085 | $158,010 |
| 1000 shares of INTEL CORP | $14,957 | $46,160 |
| 200 shares of KIMBERLY CLARK | $12,630 | $24,132 |
| 200 shares of DISNEY | $18,620 | $21,502 |
| 1000 shares of MICROSOFT CORP | $27,430 | $85,540 |
| 100 shares of IBM | $15,991 | $15,342 |
| 500 shares of ROYAL DUTCH SHELL | $21,682 | $33,355 |
| 50 shares of IBM | $7,780 | $7,671 |
| 1000 shares of SCHLUMBERGER LTD | $38,608 | $67,390 |
| 200 shares of 3M COMPANY | $15,724 | $47,074 |
| 100 shares of WALMART STORES | $5,551 | $9,875 |
| 50 shares of IBM | $7,441 | $7,671 |
| 300 shares of XOM | $24,856 | $25,092 |
| 6 shares of ROYAL DUTCH SHELL | $386 | $400 |
| 500 shares of WALMART STORES | $26,874 | $49,375 |
| 100 shares of NSRGY | $7,624 | $8,597 |
| 200 shares of CITIGROUP | $10,423 | $14,882 |
| 400 shares of NUCOR CORP | $18,630 | $25,432 |
| 50 shares of IBM | $7,176 | $7,671 |
| 150 shares of ROCHE | $9,834 | $9,474 |
| 50 shares of ROCHE | $3,145 | $3,158 |
| 300 shares of KSU | $24,471 | $31,566 |
| 100 shares of CITIGROUP | $5,051 | $7,441 |
| 200 shares of NSRGY | $13,314 | $17,194 |
| 500 shares of ROCHE | $13,924 | $15,790 |
| 500 shares of VERIZON | $25,056 | $26,465 |
| 200 shares of RIO | $10,082 | $10,586 |
| 100 shares of CITIGROUP | $5,238 | $7,441 |
| 100 shares of CITIGROUP | $4,858 | $7,441 |
| 100 shares of MCD | $9,679 | $17,212 |
| 100 shares of NUE | $5,401 | $6,358 |
| 100 shares of MCD | $9,729 | $17,212 |
| 50 shares of MCD | $4,832 | $8,606 |
| 100 shares of CITIGROUP | $5,652 | $7,441 |
| 200 shares of KO | $8,184 | $9,176 |
| 500 shares of GE | $13,535 | $8,725 |
| 200 shares of NSRGY | $15,540 | $17,194 |
| 100 shares of NUE | $4,368 | $6,358 |
| 500 shares of PYPL | $16,253 | $36,810 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAXES | $1,332 |
| PRIOR YEARS ADJUSTMENT | $7,039 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS DEPARTMENT OF LAW | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $100 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $9,988 | Amt |
| Net Investment Income | $9,988 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,988 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,045 | Amt |
| Net Investment Income | $1,045 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,045 | AdjustedNetIncomeAmt |