CHARLES COHN FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES COHN FOUNDATION INC (EIN 13-6129449)
- Tax period
- 2014-12-01 to 2015-11-30
- Filed
- 2016-02-25
- IRS object ID
- 201610569349100801
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-25T13:25:06-06:00 | ReturnTs |
| Tax Period End | 2015-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112774468 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHENKER ZACARESE & MARKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 NORTH PARK AVE | AddressLine1Txt |
| City | ROCKVILLE CENTRE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11570 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136129449 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHARLES COHN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 5167633100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O M COHN 53 N PARK AVE NO 302 | AddressLine1Txt |
| City | ROCKVILLE CENTRE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11570 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARC S COHN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5167633100 | PhoneNum |
| Signature | 2016-02-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS ZACARESE | PreparerPersonNm |
| PTIN | P00451421 | PTIN |
| Phone | 5165367100 | PhoneNum |
| Preparation | 2016-02-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,652,674 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $184,674 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $184,674 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$32,408 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,149,309 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,652,290 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $184,698 | 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 |
| Accounting Fees Rev And Expnss | $4,855 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,855 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $12 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $12 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,087 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,087 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,138 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,379 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,379 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,471 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,321 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $193,430 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $193,430 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $214,901 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $213,751 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,437,389 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $184,686 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,880 | CashBOYAmt |
| Cash EOY | $16,276 | CashEOYAmt |
| Cash EOYFMV | $16,276 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $162,865 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,584,605 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,584,605 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $3,761,722 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,118,359 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,118,359 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $858,752 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $378,514 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $378,514 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $604,025 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,492 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $597,671 | LandBOYAmt |
| Land EOY | $596,533 | LandEOYAmt |
| Land EOYFMV | $502,333 | LandEOYFMVAmt |
| Other Assets BOY | $43,496 | OtherAssetsBOYAmt |
| Other Assets EOY | $52,587 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $52,587 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,438,386 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,746,874 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,652,674 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $8,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,429,886 | UnrestrictedBOYAmt |
| Unrestricted EOY | $6,746,874 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,429,886 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,746,874 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,438,386 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,746,874 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,429,886 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,437,389 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,130 | OtherIncreasesAmt |
| Subtotal | $6,873,405 | SubtotalAmt |
| Other Decreases | $126,531 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,746,874 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BARCLAYS BANK 4.25% 8/12/23 | P | 2012-12-03 | 2015-09-01 | $126,931 | $135,420 | -$8,489 | -$8,489 |
| PRIMERICA 4.75% 7/15/22 | P | 2013-01-02 | 2015-10-01 | $132,406 | $142,120 | -$9,714 | -$9,714 |
| VODAFONE 2.95% 2/19/23 | P | 2013-04-01 | 2015-07-01 | $114,586 | $126,679 | -$12,093 | -$12,093 |
| VODAFONE 2.95% 2/19/23 | P | 2013-04-01 | 2015-09-01 | $116,009 | $126,679 | -$10,670 | -$10,670 |
| APPLE 2.4% 5/3/23 | P | 2013-06-03 | 2015-05-01 | $144,186 | $145,980 | -$1,794 | -$1,794 |
| STATE STREET 3.1% 5/15/23 | P | 2013-06-03 | 2015-07-01 | $120,031 | $124,463 | -$4,432 | -$4,432 |
| BP CAPITAL 3.245% 5/6/22 | P | 2013-10-01 | 2015-03-02 | $101,369 | $98,527 | $2,842 | $2,842 |
| JOHN DEERE 3.15% 10/15/21 | P | 2013-12-02 | 2015-06-01 | $143,965 | $142,103 | $1,862 | $1,862 |
| HOME DEPOT 3.75% 2/15/24 | P | 2013-12-02 | 2015-03-02 | $161,116 | $155,021 | $6,095 | $6,095 |
| PFIZER 3% 6/15/23 | P | 2014-01-02 | 2015-05-01 | $125,663 | $120,383 | $5,280 | $5,280 |
| HONEYWELL 3.35% 12/1/23 | P | 2014-02-03 | 2015-03-02 | $209,279 | $204,810 | $4,469 | $4,469 |
| IBM 3.625% 2/12/24 | P | 2014-03-03 | 2015-04-01 | $105,428 | $102,890 | $2,538 | $2,538 |
| PNC BANK 4.2% 11/1/25 | P | 2014-05-01 | 2015-10-01 | $281,772 | $295,010 | -$13,238 | -$13,238 |
| COMCAST CORP | P | 2014-11-03 | 2015-04-01 | $266,568 | $261,632 | $4,936 | $4,936 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$32,408 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $254,596 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,737,316 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053743 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $239,622 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,880,326 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049100 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $224,964 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,973,733 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045230 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $239,880 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,718,047 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050843 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $207,894 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,846,403 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042897 | DistributionYr5Rt |
| Total Distribution | 0.241813 | TotalDistributionRt |
| Average Distribution | 0.048363 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,916,034 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $237,754 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,847 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $239,601 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $213,751 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,694 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,694 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,694 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,047 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,047 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,647 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5167633100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O M COHN 53 N PARK AVE NO 302 | AddressLine1Txt |
| City | ROCKVILLE CENTRE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11570 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| MARC S COHN | |||||||||
| 53 NORTH PARK AVENUE - SUITE 302 | ROCKVILLE CENTRE | NY | 11570 | PRESIDENT | 2.00 | $0 | $0 | $0 | |
| ELLEN MENSCHER | |||||||||
| C/O MARC S COHN 53 NORTH PARK | ROCKVILLE CENTRE | NY | 11570 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 | AVENUE - SUITE 302 |
| DANIEL COHN | |||||||||
| C/O MARC S COHN 53 NORTH PARK | ROCKVILLE CENTRE | NY | 11570 | VP & TREASURER | 0.00 | $0 | $0 | $0 | AVENUE - SUITE 302 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,647,183 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $298,212 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $45,502 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,990,897 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,990,897 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,863 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,916,034 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $245,802 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $245,802 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,694 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,694 | TotalTaxAmt |
| Distributable Before Adj | $242,108 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $242,108 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $242,108 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $213,751 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $213,751 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $213,751 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $242,108 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $212,552 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $213,751 | QualifyingDistributionsAmt |
| Applied To Year1 | $212,552 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,199 | 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 | $240,909 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARC S COHN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMARYLLIS FARM EQUINE RESCUE INC | ||||||||
| 44 LITTLE FRESH POND RO | SOUTHAMPTON | NY | 11968 | NONE | PUBLIC CHARITY | ANIMAL WELFARE | $1,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 250 WILLIAMS STREET | ATLANTA | GA | 30303 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $10,000 | |
| BELMONT CHILD CARE ASSOCIATION INC | ||||||||
| 2150 HEMPSTEAD TPKE | ELMONT | NY | 11003 | NONE | PUBLIC CHARITY | PROVIDE DAY CARE FOR EMPLOYEES OF BELMONT RACE TRACK | $500 | |
| BIG BROTHERS AND SISTERS OF BOSTON | ||||||||
| 75 FEDERAL STREET 8TH FLOOR | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | YOUTH EDUCATION AND ATHLETICS | $2,000 | |
| BLOWING ROCK CHARITY HORSE SHOW FOUNDATION | ||||||||
| PO BOX 650 | BLOWING ROCK | NC | 28605 | NONE | PUBLIC CHARITY | ANNUAL HORSE SHOW & EDUCATION | $1,500 | |
| BRANDYWINE VALLEY SUMMER SERIES | ||||||||
| 340 E HILLENDALE RD | KENNETT SQUARE | PA | 19348 | NONE | PUBLIC CHARITY | FUNDRAISING FOR HORSE SHOWS | $7,500 | |
| BROOKVILLE PARK TRANSITION | ||||||||
| 18 HORSE HILL ROAD | BROOKVILLE | NY | 11545 | NONE | PUBLIC CHARITY | CULTURAL | $250 | |
| CAMP HORSEABILITY INC | ||||||||
| PO BOX 410-1 | OLD WESTBURY | NY | 11568 | NONE | PUBLIC CHARITY | PROVIDES THERAPEUTIC HORSEBACK RIDING | $1,000 | |
| CARIDAD CENTER | ||||||||
| 8645 W BOYNTON BEACH BLVD | BOYNTON BEACH | FL | 33472 | NONE | PUBLIC CHARITY | SUPPORTS UNDER SERVED CHILDREN AND FAMILIES | $2,500 | |
| CITYMEALS-ON-WHEELS | ||||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | PROVIDES FOOD TO PEOPLE IN NEED | $1,000 | |
| CROHN'S & COLITIS FOUNDATION OF AMERICA | ||||||||
| 386 PARK AVE SOUTH 17TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $1,000 | |
| DANNY & RON'S RESCUE | ||||||||
| PO BOX 604 | CAMDEN | SC | 29021 | NONE | PUBLIC CHARITY | ANIMAL WELFARE | $7,000 | |
| EQUESTRIAN AIDS FOUNDATION INC | ||||||||
| 11924 W FOREST HILL BLVD SUITE | WELLINGTON | FL | 33414 | NONE | PUBLIC CHARITY | ANIMAL WELFARE | $2,500 | 22-377 |
| FOR CHILDREN WORLD WIDE INC | ||||||||
| 530 1ST AVE SUITE 9V | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | SUPPORTS FAMILIES IN CRISIS | $7,500 | |
| FORGOTTEN FRIENDS OF LONG ISLAND INC | ||||||||
| PO BOX 710 | PLAINVIEW | NY | 11803 | NONE | PUBLIC CHARITY | ANIMAL WELFARE | $1,500 | |
| FRIENDS OF TRANQUILITY CAMP | ||||||||
| PO BOX 378 | WOODMERE | NY | 11598 | NONE | PUBLIC CHARITY | YOUTH EDUCATION ATHLETICS | $3,000 | |
| GREATER LONG ISLAND RUNNING CLUB | ||||||||
| 101 DUPONT ST | PLAINVIEW | NY | 11803 | NONE | PUBLIC CHARITY | ATHLETIC | $3,000 | |
| HUMANE EQUINE AID & RAPID TRANSPORT INC | ||||||||
| 179 ACORN HILL DR | MADISON | VA | 22727 | NONE | PUBLIC CHARITY | PROVIDES HUMANE TRANSPORT FOR INJURED OR INCAPACITATED EQUINES | $5,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 1311 MAMARONECK AVE SUITE 310 | WHITE PLAINS | NY | 10605 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $1,000 | |
| MIDDLEBURG CLASSIC HORSE SHOW INC | ||||||||
| 781 LEDFORD LANE | SMITHFIELD | VA | 23430 | NONE | PUBLIC CHARITY | ANIMAL WELFARE | $1,500 | |
| MIXED BREEDS IN NEED | ||||||||
| 339 MILL RIVER ROAD | OYSTER BAY | NY | 11771 | NONE | PUBLIC CHARITY | ANIMAL WELFARE | $1,500 | |
| NATIONAL SPORTING LIBRARY INC | ||||||||
| PO BOX 1335 | MIDDLEBURG | VA | 20118 | NONE | PUBLIC CHARITY | CULTURAL - HORSE AND FIELD SPORTS | $1,000 | |
| OLD FIELD FARM LTD | ||||||||
| PO BOX 598 | STONYBROOK | NY | 11790 | NONE | PUBLIC CHARITY | CULTURAL | $3,000 | |
| PANTHER RIDGE SANCTUARY | ||||||||
| 14755 PALM BEACH POINT BLVD | WELLINGTON | FL | 33414 | NONE | PUBLIC CHARITY | ANIMAL WELFARE | $5,000 | |
| PART OF THE SOLUTION | ||||||||
| 2759 WEBSTER AVE | BRONX | NY | 10458 | NONE | PUBLIC CHARITY | NOURISHES THE BASIC NEEDS FOR PEOPLE OF THE BRONX | $2,000 | |
| RACE TRACK CHAPLAINCY OF AMERICA | ||||||||
| 2365 HARRODSBURG RD A120 | LEXINGTON | KY | 40504 | NONE | PUBLIC CHARITY | RELIGIOUS | $500 | |
| SKIDMORE COLLEGE SARATOGA | ||||||||
| 815 N BROADWAY | SARATOGA SPRINGS | NY | 12866 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 | |
| ST VINCENT'S SERVICES | ||||||||
| 66 BOERUM PLACE | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITY | FOSTER CHILDREN SERVICES | $10,000 | |
| TISCH MULTIPLE SCLEROSIS RESEARCH CENTER OF NY | ||||||||
| 521 WEST 57TH STREET 4TH FLOOR | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $2,500 | |
| TORAH DAY SCHOOL OF DALLAS | ||||||||
| 6691 FRANKFORD RD | DALLAS | TX | 75252 | NONE | PUBLIC CHARITY | JEWISH EDUCATION | $11,000 | |
| TOURO LAW CENTER DEVELOPMENT FOUNDATION | ||||||||
| 225 EASTVIEW DRIVE | CENTRAL ISLIP | NY | 11722 | NONE | PUBLIC CHARITY | SUPPORT THE JACOB D FUCHSBURG LAW CENTER | $5,000 | |
| TRANQUILITY CAMP INC | ||||||||
| 170 TRANQUILITY ROAD | EARLTON | NY | 12058 | NONE | PUBLIC CHARITY | YOUTH EDUCATION AND ATHLETICS;LISTTOTAL 58397 | $23,630 | |
| USHJA | ||||||||
| 3870 CIGAR LANE | LEXINGTON | KY | 40511 | NONE | PUBLIC CHARITY | ADVANCE AND PROMOTE HUNTER AND JUMPER DISCIPLINES | $10,550 | |
| WALL STREET SYNAGOGUE | ||||||||
| 47 BEEKMAN STREET | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | JEWISH EDUCATION | $1,000 | |
| WASHINGTON INTERNATIONAL HORSE SHOW | ||||||||
| 3299 K STREET NW 600 | WASHINGTON DC | DC | 20007 | NONE | PUBLIC CHARITY | PROMOTE A GREATER INTEREST IN AND EDUCATION OF ALL THINGS EQUESTRIAN | $2,500 | |
| WEILL CORNELL MEDICAL COLLEGE | ||||||||
| 1300 YORK AVE BX 314 | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $15,000 | |
| YORKIE 911 RESCUE INC | ||||||||
| 212 E 4TH STREET | DEER PARK | NY | 11729 | NONE | PUBLIC CHARITY | ANIMAL WELFARE | $1,500 | |
| 5 UNDER 40 FOUNDATION CORP | ||||||||
| 36 WEST 9TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $10,000 | |
| CHILDRENS MIRACLE NETWORK | ||||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | NONE | PUBLIC CHARITY | RAISING FUNDS FOR CHILDREN'S HOSPITALS | $1,000 | |
| COVE ANIMAL RESCUE CORPORATION | ||||||||
| 40 SHORE ROAD | GLEN COVE | NY | 11542 | NONE | PUBLIC CHARITY | ANIMAL WELFARE | $1,000 | |
| CURE DYSTONIA NOW INC | ||||||||
| PO BOX 9040 | FARMINGDALE | NY | 11735 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $1,000 | |
| DAYBROOK FOUNDATION | ||||||||
| 365 CANAL PLACE ST 1410 | NEW ORLEANS | LA | 70130 | NONE | PUBLIC CHARITY | DISASTER PREPAREDNESS & RELIEF | $7,500 | |
| OLD GLORY LEGACY FOUNDATION | ||||||||
| 27323 HAROLD MORRIS RD | WAGRAM | NC | 28396 | NONE | PUBLIC CHARITY | HELP FOR MILITARY FAMILIES | $1,000 | |
| OYSTER BAY RAILROAD MUSEUM | ||||||||
| PO BOX 335 | OYSTER BAY | NY | 11771 | NONE | PUBLIC CHARITY | EDUCATION/CULTURAL | $1,000 | |
| PALM BEACH GARDENS POLICE FOUNDATION INC | ||||||||
| 10500 N MILITARY TRAIL | PALM BEACH GARDENS | FL | 33410 | NONE | PUBLIC CHARITY | COMMUNITY SAFETY | $500 | |
| PLAY FOR PINK | ||||||||
| 3370 GRAND CORNICHE | PALM BEACH GARDENS | FL | 33410 | NONE | PUBLIC CHARITY | CANCER RESEARCH | $2,000 | |
| ST BALDRICK FOUNDATION INC | ||||||||
| 1333 SOUTH MAYFLOWER AVE SUITE 400 | MONROVIA | CA | 91016 | NONE | PUBLIC CHARITY | CANCER RESEARCH | $500 | |
| STEPHEN GAYNOR SCHOOL | ||||||||
| 22 WEST 74TH STREET | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | EDUCATION FOR CHILDREN WITH LEARNING DISABILITIES | $10,000 | |
| THE DONALD M HALPERIN MEMORIAL SCHOLARSHIP FUND | ||||||||
| 48 LINDA AVE | WHITE PLAINS | NY | 10605 | NONE | PUBLIC CHARITY | SUPPORT A MARINE SCIENCE EDUCATION PROGRAM | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $193,430 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 08 | ExclusionCd |
| Exclusion | $24 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $184,674 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$32,408 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $152,290 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $152,290 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MARC S COHN | ||||||
| 1 | 10 DOGWOOD HILL | GLEN HEAD | NY | 11545 | $750,000 | Yes (X) |
| PENNY HALLMAN | ||||||
| 2 | REMSENS LANE | OYSTER BAY | NY | 11771 | $750,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,855 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,855 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING | 2009-05-01 | $31,294 | $6,354 | SL | 27.500000000000 | $1,138 | $0 |
| LAND - SUGAR AND SPICE LLC | $154,200 | L | $0 | $0 | |||
| LAND - SANDP LLC | $418,531 | L | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED SCHEDULE | BondNm |
| EOY Book Value | $4,118,359 | EOYBookValueAmt |
| EOYFMV | $4,118,359 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED SCHEDULE | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $378,514 | BookValueAmt |
| EOYFMV | $378,514 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING | $31,294 | $7,492 | $23,802 |
| LAND - SUGAR AND SPICE LLC | $154,200 | $0 | $154,200 |
| LAND - SANDP LLC | $418,531 | $0 | $418,531 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $43,496 | BOYBookValueAmt |
| EOY Book Value | $52,587 | EOYBookValueAmt |
| EOYFMV | $52,587 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $126,531 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PUBLICATION NOTICE | $145 | $0 | $145 |
| INSURANCE | $3,621 | $0 | $3,621 |
| UTILITIES | $837 | $0 | $837 |
| LLC FILING FEE | $50 | $0 | $50 |
| REPAIRS & MAINTENANCE | $1,327 | $0 | $1,327 |
| MISCELLANEOUS | $399 | $0 | $399 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN FMV AND BASIS OF NON CASH CONTRIBUTION | Desc |
| Amt | $6,130 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WELLS FARGO - MARGIN LOAN | Desc |
| BOY Book Value | $8,500 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $8,837 | $0 | $8,837 |
| NYS CHAR500 TAX | $250 | $0 | $250 |