GRODZINS FUND: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GRODZINS FUND (EIN 13-4022751)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-09-02
- IRS object ID
- 201612469349100601
- Schema version
- 2015v2.0
- 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
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-02T10:37:18-07:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEAF MIELE MANGANELLI FORTUNATO & ENGEL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 PASSAIC AVE | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070042530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134022751 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GRODZINS FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROD | BusinessNameControlTxt |
| Phone | 2122881356 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 EAST 77TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIS SLESIN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-09-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE R LEAF CPA | PreparerPersonNm |
| PTIN | P00028774 | PTIN |
| Phone | 9738089500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,970,254 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $81,617 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $81,617 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $81,617 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $106,019 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $386,815 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $106,019 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $187,636 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $187,636 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $81,617 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,375 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25,529 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,765 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,764 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,311 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $880 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $9,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,500 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,500 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $76 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $38 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $38 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,278 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,640 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,638 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,944 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,198 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,315 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $176,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $176,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $219,944 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,198 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $197,315 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$32,308 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $165,438 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $81,617 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,355 | CashBOYAmt |
| Cash EOY | $10,728 | CashEOYAmt |
| Cash EOYFMV | $10,728 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $46,986 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $146,384 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $146,384 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $894,587 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $895,590 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,118,444 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,390,560 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,765,402 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,461,815 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,163,033 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,152,150 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,534 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,534 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $3,637,600 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,605,292 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,970,254 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,637,600 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,605,292 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,637,600 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,605,292 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,637,600 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,605,292 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,637,600 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$32,308 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,605,292 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,605,292 | 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 |
|---|---|---|---|---|---|---|---|
| BNY MELLON WEALTH MGNT SCHEDULE ATTACHED | P | 2010-01-01 | 2015-01-01 | $323,056 | $110,228 | $212,828 | $212,828 |
| BNY MELLON WEALTH MGNT SCHEDULE ATTACHED | P | 2015-01-01 | 2015-01-02 | $63,759 | $170,568 | -$106,809 | -$106,809 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $106,019 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$106,809 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $213,373 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,220,820 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05055 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $208,956 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,050,730 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05159 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $185,524 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,677,178 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05045 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $202,918 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,703,380 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05479 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $150,100 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,610,355 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04158 | DistributionYr5Rt |
| Total Distribution | 0.248958 | TotalDistributionRt |
| Average Distribution | 0.049792 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,892,839 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $193,832 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,654 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $195,486 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $197,315 | 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 | $1,654 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,654 | SubtotalAmt |
| Tax Based On Investment Income | $1,654 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,636 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,636 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,982 | OverpaymentAmt |
| Applied To ES Tax | $1,982 | AppliedToESTaxAmt |
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 | LOUIS SLESIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122881356 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 EAST 77TH STREET NO 3 F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | 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 |
|---|---|---|---|---|---|---|
| LOUIS SLESIN | ||||||
| 155 EAST 77TH STREET NO 3 F | NEW YORK | NY | 10075 | President | 5.00 | $0 |
| LESLI RICE | ||||||
| 155 EAST 77TH STREET NO 3 F | NEW YORK | NY | 10075 | Director | 5.00 | $0 |
| MUFFIE MEYER | ||||||
| 390 WEST END AVENUE | NEW YORK | NY | 10024 | Director | 5.00 | $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 | $3,934,322 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,799 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,952,121 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,952,121 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,282 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,892,839 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $194,642 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $194,642 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,654 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,654 | TotalTaxAmt |
| Distributable Before Adj | $192,988 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $192,988 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $192,988 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $197,315 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $197,315 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,654 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $195,661 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $192,988 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $9,316 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,602 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,918 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $197,315 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $192,988 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,327 | RemainingDistriFromCorpusAmt |
| Total Corpus | $23,245 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $23,245 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $9,316 | ExcessFromYear2Amt |
| Excess From Year1 | $9,602 | ExcessFromYear1Amt |
| Excess From Current Year | $4,327 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE SCHEDULE ATTACHED - | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1220 L STREET NW SUITE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SUSTAINING | GrantOrContributionPurposeTxt |
| Amt | $176,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $176,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81,617 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $106,019 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $187,636 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $187,636 | 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 | LEAF MIELE MANGANELLI FORTUNATO & ENGEL | CategoryTxt |
| Amt | $2,750 | Amt |
| Net Investment Income | $1,375 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,375 | DisbursementsCharitablePrpsAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Furniture and Fixtures | CategoryOrItemTxt |
| Cost Or Other Basis | $10,534 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $10,534 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODY FEES | $4,436 | $2,218 | $2,218 |
| FEES AND PERMITS | $395 | $198 | $197 |
| TELEPHONE | $447 | $224 | $223 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NEUBERGER & BERMAN | CategoryTxt |
| Amt | $25,529 | Amt |
| Net Investment Income | $12,765 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,764 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $431 | |
| foreign taxes | $880 | $880 |