SHELDON H LISCHIN FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SHELDON H LISCHIN FOUNDATION INC (EIN 31-1530694)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-29
- IRS object ID
- 201722729349100012
- 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
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-29T11:51:42-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARM CREDIT EAST ACA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 State Route 9H | AddressLine1Txt |
| City | Hudson | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 125343819 | 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 | 311530694 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sheldon H Lischin Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEL | BusinessNameControlTxt |
| Phone | 5183985666 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 656 | AddressLine1Txt |
| City | Pine Plains | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12567 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Lischin | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2017-09-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kirk Williams | PreparerPersonNm |
| PTIN | P00684110 | PTIN |
| Phone | 5188513313 | PhoneNum |
| 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 | $157,233 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,703 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,703 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,703 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,688 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $73,008 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,688 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $33 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $33 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $33 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $12,426 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,426 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,738 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $550 | AccountingFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,545 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,545 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,095 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,095 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,871 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,871 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,966 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,095 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,871 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $460 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,331 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,738 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,320 | CashBOYAmt |
| Cash EOY | $18,396 | CashEOYAmt |
| Cash EOYFMV | $18,396 | CashEOYFMVAmt |
| US Government Obligations BOY | $13,064 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $11,024 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,644 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $93,347 | CorporateStockBOYAmt |
| Corporate Stock EOY | $99,910 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $128,193 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $118,731 | TotalAssetsBOYAmt |
| Total Assets EOY | $129,330 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $157,233 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $210,928 | CapitalStockBOYAmt |
| Capital Stock EOY | $210,928 | CapitalStockEOYAmt |
| Retained Earning BOY | -$92,197 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$81,598 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $118,731 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $129,330 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $118,731 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $129,330 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $118,731 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $460 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,139 | OtherIncreasesAmt |
| Subtotal | $129,330 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $129,330 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 4.681 California Resources Corp | P | 2015-10-07 | 2016-08-11 | $5 | $6 | -$1 | -$1 |
| 100 Coach Inc | P | 2016-08-02 | 2016-12-30 | $3,499 | $4,179 | -$680 | -$680 |
| 50 Lauder Estee Cos CL A | P | 2016-05-02 | 2016-11-14 | $3,876 | $4,862 | -$986 | -$986 |
| 30 Netflix Inc | P | 2015-10-07 | 2016-08-11 | $2,879 | $3,222 | -$343 | -$343 |
| 25 Allergan PLC Foreign Stock | P | 2016-08-02 | 2016-12-30 | $5,249 | $6,344 | -$1,095 | -$1,095 |
| 100 Akamai Technologies Inc | P | 2013-07-31 | 2016-01-13 | $4,713 | $4,727 | -$14 | -$14 |
| 50 Walt Disney Co | P | 2013-10-24 | 2016-09-26 | $4,607 | $3,457 | $1,150 | $1,150 |
| 75 Gilead Sciences Inc Common Stock | P | 2013-10-11 | 2016-05-02 | $6,579 | $4,707 | $1,872 | $1,872 |
| 200 HD Supply Hldgs Inc | P | 2013-08-12 | 2016-02-10 | $4,624 | $4,702 | -$78 | -$78 |
| 200 Hartford Fincl Services Group Inc | P | 2012-09-13 | 2016-08-02 | $7,978 | $3,982 | $3,996 | $3,996 |
| 150 Morgan Stanley New | P | 2013-10-11 | 2016-02-10 | $3,444 | $4,175 | -$731 | -$731 |
| 300 Questar Corp | P | 2010-07-13 | 2016-05-04 | $7,525 | $4,979 | $2,546 | $2,546 |
| 150 Wells Fargo & Co New | P | 2012-08-09 | 2016-05-02 | $7,580 | $5,073 | $2,507 | $2,507 |
| 75 Wisdomtree Europe Hedged Equity | P | 2015-02-04 | 2016-05-02 | $3,931 | $4,585 | -$654 | -$654 |
| 30 Allergan PLC Foreign Stock | P | 2013-10-01 | 2016-05-02 | $6,519 | $4,320 | $2,199 | $2,199 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,688 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,105 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,226 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $154,915 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05310 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,550 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $165,254 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04569 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,646 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $159,828 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04158 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,182 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $136,662 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05255 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,208 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $136,105 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04561 | DistributionYr5Rt |
| Total Distribution | 0.238534 | TotalDistributionRt |
| Average Distribution | 0.047707 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $157,759 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,526 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $83 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,609 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,871 | 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 | $83 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $83 | SubtotalAmt |
| Tax Based On Investment Income | $83 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $83 | AppliedToEsTaxAmt |
| Total Payments And Credits | $83 | TotalPaymentsAndCreditsAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael Lischin | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5183985666 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 656 | AddressLine1Txt |
| City | Pine Plains | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12567 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| Gary Lischin | ||||||
| 19 Hofstra Drive | Farmingville | NY | 11738 | Managing Direct | 1.00 | $0 |
| Michael Lischin | ||||||
| 189 Johnnycake Hollow Road | Pine Plains | NY | 12567 | Treasurer | 1.00 | $0 |
| Malissa Lischin | ||||||
| 174 Carroll Street Apt 1D | Brooklyn | NY | 11231 | Secretary | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $144,803 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,358 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $160,161 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $160,161 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,402 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $157,759 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,888 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,888 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $83 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $83 | TotalTaxAmt |
| Distributable Before Adj | $7,805 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,805 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,805 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,871 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $7,871 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $83 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,788 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,805 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,029 | UndistributedIncomePYAmt |
| Qualifying Distributions | $7,871 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,029 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,842 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $5,963 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| National Racing Museum | |||||||
| 191 Union Avenue | Saratoga Springs | NY | 12866 | None | Public Ch | To help provide public education and understanding of Thoroughbred racing. | $250 |
| Thoroughbred Retirement Foundation | |||||||
| 10 Lake Avenue | Saratoga Springs | NY | 12866 | None | Public Ch | Rescue, rehabilitation, and retraining of retired Thoroughbred horses. | $2,500 |
| The Finger Lakes Thoroughbred Adopt | |||||||
| 5757 Route 96 | Farmington | NY | 14425 | None | Public Ch | Humane treatment of Horses | $500 |
| Wildlife Conservation Society | |||||||
| 2300 Southern Boulevard | Bronx | NY | 10460 | None | Public Ch | Support operational expenses of public charity | $195 |
| Rerun Thoroughbred Adoption | |||||||
| 236B Waters Road | East Greenbush | NY | 12061 | None | PC | Humane Care of Equine | $1,000 |
| Hevreh | |||||||
| 270 State Road | Great Barrington | MA | 01230 | None | PC | Fostor Community Care and Support | $1,926 |
| Children's Charity Fund | |||||||
| 6623 Superior Ave Ste B | Sarasota | FL | 34231 | None | PC | Educational Support for Children | $700 |
| Hidden Hollow Farms Riding Center I | |||||||
| 6 Hidden Hollow Trail | Milan | NY | 12571 | None | PC | Educational Support for Children | $500 |
| Pine Plains Hose Company | |||||||
| 7 Lake Rd | Pine Plains | NY | 12567 | None | PC | Public Safety and Rescue | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,871 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,703 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $33 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,688 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12,426 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,426 | 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) |
|---|---|---|
| Amt | $550 | Amt |
| Net Investment Income | $550 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Investment Management Fees | $2,397 | $2,397 |
| Membership Fees | $495 | $495 |
| Miscellaneous | $653 | $653 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $33 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $33 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $33 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjustment to beginning balance | Desc |
| Amt | $10,139 | Amt |