MICHAEL AND ROBIN PSAROS FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL AND ROBIN PSAROS FAMILY FOUNDATION (EIN 47-1978258)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201713189349100626
- 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
- Investments Corp Bonds Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T09:21:55-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133791592 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERELSON WEINER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DAG HAMMARSKJOLD PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172286 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471978258 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MICHAEL AND ROBIN PSAROS | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 2123385108 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 39 | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105770039 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL PSAROS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2123385108 | PhoneNum |
| Signature | 2017-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RIAZ S QUREISHI CPA | PreparerPersonNm |
| PTIN | P00047903 | PTIN |
| Phone | 2126053100 | PhoneNum |
| Preparation | 2017-11-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.209.90.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-08 | IPDt |
| IP Tm | 18:31:45 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 417770B2F0646CE3AE4405052054191F40B54F43 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 18023F3E72DD4098E0E22954A4B48A84AF9AC4D3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | 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 | $2,975,789 | 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 | $2,018,456 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $526 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $526 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,642 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,354,784 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $612,097 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,052,624 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $612,623 | 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 |
| Other Prof Fees Rev And Expnss | $1,140 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,140 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,140 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,140 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,140 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,140 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,011,484 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $611,483 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $975,102 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $809,808 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $809,808 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,176,778 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,165,981 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $975,102 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,986,586 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,975,789 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $975,102 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,986,586 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $975,102 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,986,586 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $975,102 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,986,586 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $975,102 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,011,484 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,986,586 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,986,586 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $289,777 | $302,686 | -$12,909 | -$12,909 |
| PUBLICLY TRADED SECURITIES | $2,065,007 | $1,440,001 | $625,006 | $625,006 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $612,097 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $24,999 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $984,437 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.025394 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $985,000 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Total Distribution | 0.025394 | TotalDistributionRt |
| Average Distribution | 0.012697 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,130,955 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,360 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,115 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $20,475 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,000 | 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 | $6,115 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,115 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,115 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $15,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $15,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,885 | OverpaymentAmt |
| Applied To ES Tax | $8,885 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 | PERELSON WEINER LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126053100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DAG HAMMARSKJOLD PL 42FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172286 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL PSAROS | ||||||||
| 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| ROBIN PSAROS | ||||||||
| 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| 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 | $642,538 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $505,640 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,148,178 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,148,178 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,223 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,130,955 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,548 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,548 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,115 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,115 | TotalTaxAmt |
| Distributable Before Adj | $50,433 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $50,433 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $50,433 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $40,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,115 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $33,885 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,433 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $36,770 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $36,770 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,230 | 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 | $47,203 | 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 | MICHAEL PSAROS | ContributingManagerNm |
| Contributing Manager | ROBIN PSAROS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CARVER CENTER | |||||||
| 400 WESTCHESTER AVENUE | PORT CHESTER | NY | 10573 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| GREEK ORTHODOX CHURCH OF OUR SAVIOUR | |||||||
| 2195 WESTCHESTER AVENUE | RYE | NY | 10580 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| GREEK ORTHODOX CHURCH OF OUR SAVIOUR | |||||||
| 2195 WESTCHESTER AVENUE | RYE | NY | 10580 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| THE SHARING COMMUNITY | |||||||
| 1 HUDSON STREET | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,000 | 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 | 14 | ExclusionCd |
| Exclusion | $526 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $33,642 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $34,168 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,168 | 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 (20 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| MICHAEL AND ROBIN PSAROS | ||||||
| 1 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $113,567 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 2 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $114,768 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 3 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $107,010 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 4 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $70,801 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 5 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $96,530 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 6 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $119,778 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 7 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $131,639 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 8 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $112,707 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 9 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $117,033 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 10 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $126,451 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 11 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $73,819 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 12 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $120,776 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 13 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $96,126 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 14 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $58,752 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 15 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $108,522 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 16 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $107,438 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 17 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $94,395 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 18 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $53,538 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 19 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $89,152 | Yes (X) |
| MICHAEL AND ROBIN PSAROS | ||||||
| 20 | 6 AZALEA CIRCLE | PURCHASE | NY | 10577 | $105,653 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (20 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 946 SH. ACCENTURE PLC-CL A | $113,567 | 2016-12-07 |
| 2 | 1189 SH. AUTOMATIC DATA PROCESSING | $114,768 | 2016-12-07 |
| 3 | 2320 SH. BB &T CORP | $107,010 | 2016-12-07 |
| 4 | 1082 SH.COLGATE PALMOLIVE CO | $70,801 | 2016-12-07 |
| 5 | 1101 SH. EXXON MOBIL CORP | $96,530 | 2016-12-07 |
| 6 | 915 SH. HOME DEPOT INC | $119,778 | 2016-12-07 |
| 7 | 1036 SH. ILLINOIS TOOLS WORKS | $131,639 | 2016-12-07 |
| 8 | 1019 SH. JOHNSON & JOHNSON | $112,707 | 2016-12-07 |
| 9 | 981 SH. MCDONALD'S CORP | $117,033 | 2016-12-07 |
| 10 | 2087 SH. MICROSOFT CORP | $126,451 | 2016-12-07 |
| 11 | 635 SH. NEXTERA ENERGY INC | $73,819 | 2016-12-07 |
| 12 | 1080 SH. PNC FINANCIAL SERVICES GROUP | $120,776 | 2016-12-07 |
| 13 | 942 SH. PEPSICO INC | $96,126 | 2016-12-07 |
| 14 | 683 SH. PHILLIPS 66 | $58,752 | 2016-12-07 |
| 15 | 1416 SH. TARGET CORP | $108,522 | 2016-12-07 |
| 16 | 8059.843 SH COHEN & STEERS PR SEC &INC - I | $107,438 | 2016-12-12 |
| 17 | 1969.021 SH. JOHN HANCOCK L/C EQUITY - I | $94,395 | 2016-12-12 |
| 18 | 5041.254 SH. HARBOR CONVERTIBLE SEC -INST | $53,538 | 2016-12-12 |
| 19 | 5628.283 SH. MATTHEWS ASIA DIVIDEND- INST | $89,152 | 2016-12-12 |
| 20 | 6281.408 SH. SIT DIVIDEND GROWTH FD - I | $105,653 | 2016-12-12 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (50 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 75000 TEXTRON INC NT | $77,646 | $77,663 |
| 80000 METLIFE INC | $80,228 | $80,298 |
| 70000 WALGREENS BOOTS ALLIANCE | $70,070 | $70,125 |
| 70000 EOG RESOURCES INC | $75,957 | $75,884 |
| 25000 GENERAL MOTORS FINL CO | $25,511 | $25,188 |
| 25000 EXPRESS SCRIPTS HOLDING | $25,264 | $25,042 |
| 70000 AT&T INC | $76,406 | $76,381 |
| 25000 L-3 COMMUNICATIONS CORP | $27,155 | $26,900 |
| 223000 TOLL BROS FINANCE CORP | $25,990 | $25,413 |
| 50000 TIME WARNER CABLE INC | $52,881 | $52,910 |
| 23000 BOEING CO | $25,933 | $24,949 |
| 25000 D.R. HORTON INC | $25,813 | $25,688 |
| 50000 HCA INC | $54,500 | $54,700 |
| 65000 MASCO CORP | $73,613 | $73,458 |
| 25000 AMERICAN TOWER CORP | $24,992 | $25,047 |
| 10000 SCRIPPS NETWORKS INTERAC | $10,152 | $10,002 |
| 25000 MORGAN STANLEY | $25,626 | $25,173 |
| 25000 S&P GLOBAL INC | $26,019 | $25,490 |
| 25000 EXPEDIA INC | $27,853 | $27,125 |
| 25000 CARNIVAL CORP | $27,220 | $26,368 |
| 25000 MEAD JOHNSON NUTRITION C | $25,924 | $25,274 |
| 80000 SCHLUMBERGER HLDGS CORP | $81,394 | $81,325 |
| 70000 DIGITAL REALTY TRUST LP | $75,853 | $75,945 |
| 69000 JUNIPER NETWORKS INC | $73,947 | $73,641 |
| 25000 CITIGROUP INC | $25,323 | $24,821 |
| 25000 GOLDMAN SACHS GROUP INC | $25,257 | $24,813 |
| 75000 CONSTELLATION BRANDS INC | $77,813 | $77,063 |
| 25000 CVS HEALTH CORP | $24,844 | $24,531 |
| 20000 VULCAN MATERIALS | $24,100 | $23,475 |
| 25000 CAPITAL ONE FINANCIAL CO | $27,746 | $26,999 |
| 25000 SYSCO CORPORATION | $25,145 | $24,862 |
| 25000 TIME WARNER CABLE INC | $26,258 | $25,576 |
| 75000 DR PEPPER SNAPPLE GROUP | $74,306 | $74,663 |
| 25000 SPIRIT AEROSYSTEMS INC | $26,469 | $26,094 |
| 25000 CROWN CASTLE INTL CORP | $27,357 | $26,620 |
| 25000 DIAGEO INVESTMENT CORP | $25,039 | $25,130 |
| 25000 REPUBLIC SERVICES INC | $26,752 | $25,935 |
| 25000 VIRGINIA ELEC & POWER CO | $25,790 | $25,875 |
| 80000 UNITED PARCEL SERVICE | $79,426 | $79,700 |
| 80000 VERIZON COMMUNICATIONS | $76,816 | $77,200 |
| 25000 E TRADE FINANCIAL CORP | $26,500 | $26,638 |
| 25000 COMCAST CORP | $24,620 | $24,692 |
| 25000 FEDEX CORP | $25,200 | $24,629 |
| 25000 HCA INC | $25,812 | $25,563 |
| 85000 PHILIP MORRIS INTL INC | $80,386 | $80,578 |
| 25000 WASTE MANAGEMENT INC | $24,825 | $24,313 |
| 75000 DUKE ENERGY CORP | $78,189 | $78,386 |
| 25000 AVALONBAY COMMUNITIES IN | $26,276 | $26,452 |
| 75000 ORACLE CORP | $75,902 | $76,364 |
| 55000 CVS CAREMARK CORP | $54,680 | $55,020 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $1,140 | Amt |
| Net Investment Income | $1,140 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| MICHAEL PSAROS | |||
| PO BOX 39 | PURCHASE | NY | 105770039 |
| ROBIN PSAROS | |||
| PO BOX 39 | PURCHASE | NY | 105770039 |