STANLEYS GARDEN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- STANLEYS GARDEN FOUNDATION (EIN 26-6138709)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-13
- IRS object ID
- 201621959349100602
- Schema version
- 2015v2.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-13T09:21:13-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 PROSPECT STREET | AddressLine1Txt |
| City | RIDGEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07450 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266138709 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANLEY'S GARDEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAN | BusinessNameControlTxt |
| Phone | 2015681488 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 ESSEX DRIVE | AddressLine1Txt |
| City | TENAFLY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07670 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY LEVENTHAL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2015681488 | PhoneNum |
| Signature | 2016-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES P MADORMO | PreparerPersonNm |
| PTIN | P00060969 | PTIN |
| Phone | 2014450500 | PhoneNum |
| Preparation | 2016-07-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,140,477 | 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 | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $92,158 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $92,158 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $98,747 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,205,858 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $98,747 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $190,924 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $190,924 | 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 | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,808 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,558 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,558 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,558 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $405,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $405,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $443,558 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,558 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $405,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$252,634 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $160,366 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $65,732 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $118,595 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $118,602 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,554,574 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,558,559 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,883,710 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,362,087 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,052,609 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,138,165 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,982,397 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,729,763 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,140,477 | 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 | $2,982,397 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,729,763 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,982,397 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,729,763 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,982,397 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,729,763 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,982,397 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$252,634 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,729,763 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,729,763 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (83 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALLSTATE CORP | P | 2015-01-07 | 2015-09-03 | $16,243 | $19,023 | -$2,780 | -$2,780 |
| ALTRIA GROUP INC. | P | 2015-03-18 | 2015-04-14 | $1,301 | $1,269 | $32 | $32 |
| BP AMOCO P L C ADR | P | 2014-09-25 | 2015-04-14 | $3,563 | $3,772 | -$209 | -$209 |
| BLACKROCK GLOBAL LONG/SHORT | P | 2015-04-27 | 2015-12-15 | $69,317 | $71,600 | -$2,283 | -$2,283 |
| BLACKROCK INC. CL A | P | 2014-08-07 | 2015-04-14 | $3,709 | $3,030 | $679 | $679 |
| CAPITAL ONE FINL CORP | P | 2015-03-18 | 2015-04-14 | $1,218 | $1,210 | $8 | $8 |
| CISCO SYSTEM INC | P | 2015-01-08 | 2015-04-14 | $832 | $835 | -$3 | -$3 |
| COCA COLA | P | 2015-04-14 | 2015-05-28 | $1,436 | $1,420 | $16 | $16 |
| CORNING INC | P | 2014-09-25 | 2015-04-14 | $3,677 | $3,290 | $387 | $387 |
| DISNEY WALT CO | P | 2015-01-07 | 2015-04-14 | $3,202 | $2,788 | $414 | $414 |
| DOMINION RES INC VA NEW | P | 2015-03-18 | 2015-04-14 | $1,434 | $1,406 | $28 | $28 |
| EMERSON ELECTRIC CO | P | 2015-04-14 | 2015-09-16 | $14,925 | $19,320 | -$4,395 | -$4,395 |
| EXXON MOBIL CORP | P | 2015-04-14 | 2015-11-30 | $13,533 | $14,909 | -$1,376 | -$1,376 |
| GENERAL ELECTRIC CO | P | 2015-01-07 | 2015-11-25 | $1,979 | $1,575 | $404 | $404 |
| HALYARD HEALTH INC | P | 2015-01-03 | 2015-01-02 | $245 | $186 | $59 | $59 |
| INTERNATIONAL PAPER CO | P | 2014-09-25 | 2015-04-14 | $8,539 | $7,416 | $1,123 | $1,123 |
| JP MORGAN CHASE & CO | P | 2014-09-12 | 2015-04-14 | $3,163 | $3,020 | $143 | $143 |
| KIMBERLY CLARK CORP | P | 2015-04-14 | 2015-11-25 | $2,412 | $2,161 | $251 | $251 |
| KINDER MORGAN INC DEL | P | 2015-03-18 | 2015-04-14 | $20,813 | $32,163 | -$11,350 | -$11,350 |
| LAS VEGAS SANDS CORP | P | 2015-04-14 | 2015-09-03 | $3,324 | $3,906 | -$582 | -$582 |
| MFS SER TR I RESH INTL FD CL I | P | 2014-05-02 | 2015-01-15 | $14,764 | $16,335 | -$1,571 | -$1,571 |
| MERCK & CO INC | P | 2015-04-14 | 2015-10-27 | $2,139 | $2,315 | -$176 | -$176 |
| METLIFE INC | P | 2015-03-18 | 2015-04-14 | $757 | $769 | -$12 | -$12 |
| OCCIDENTAL PETROLEUM CORP | P | 2015-04-14 | 2015-07-23 | $33,113 | $44,140 | -$11,027 | -$11,027 |
| PFIZER INC | P | 2015-04-14 | 2015-10-27 | $1,920 | $1,932 | -$12 | -$12 |
| PRUDENTIAL FINL INC | P | 2015-04-14 | 2015-11-30 | $858 | $800 | $58 | $58 |
| PRUDENTIAL SHORT-TERM CORPORATE | P | 2015-04-27 | 2015-11-30 | $56,040 | $57,000 | -$960 | -$960 |
| QUALCOMM INC | P | 2015-04-14 | 2015-05-28 | $7,770 | $7,598 | $172 | $172 |
| RAYTHEON CO NEW | P | 2014-09-12 | 2015-01-07 | $20,958 | $19,639 | $1,319 | $1,319 |
| ROCKWELL INTL CORP NEW | P | 2015-01-07 | 2015-04-14 | $1,673 | $1,604 | $69 | $69 |
| SPDR BARCLAYS | P | 2015-11-30 | 2015-12-15 | $67,811 | $70,184 | -$2,373 | -$2,373 |
| TARGET CORP | P | 2014-08-07 | 2015-04-14 | $6,222 | $4,312 | $1,910 | $1,910 |
| TEXAS INSTRUMENTS INC | P | 2014-09-12 | 2015-04-14 | $8,264 | $6,942 | $1,322 | $1,322 |
| TIME WARNER INC | P | 2015-01-07 | 2015-11-30 | $26,201 | $29,485 | -$3,284 | -$3,284 |
| TOUCHSTONE FDS GROUP TR SANDS CAP | P | 2015-01-15 | 2015-12-15 | $92,936 | $95,000 | -$2,064 | -$2,064 |
| US BANCORP DEL NEW | P | 2015-07-23 | 2015-11-30 | $35,472 | $36,119 | -$647 | -$647 |
| V F CORP | P | 2015-01-07 | 2015-04-14 | $749 | $735 | $14 | $14 |
| XILINX INC | P | 2014-05-20 | 2015-04-14 | $2,153 | $2,304 | -$151 | -$151 |
| ACCENTURE PLC | P | 2015-01-07 | 2015-04-14 | $1,409 | $1,319 | $90 | $90 |
| BB&T CORP | P | 2014-01-03 | 2015-04-14 | $11,504 | $10,763 | $741 | $741 |
| BP AMOCO P L C ADR | P | 2014-11-20 | 2015-11-30 | $31,437 | $38,514 | -$7,077 | -$7,077 |
| BLACKROCK GLOBAL LONG/SHORT CR | P | 2014-01-03 | 2015-11-30 | $281,078 | $288,399 | -$7,321 | -$7,321 |
| CHEMOURS CO | P | 2011-12-20 | 2015-11-30 | $328 | $595 | -$267 | -$267 |
| CHEVRONTEXACO CORP | P | 2013-10-18 | 2015-09-03 | $38,767 | $33,837 | $4,930 | $4,930 |
| CISCO SYSTEM INC | P | 2014-01-03 | 2015-04-14 | $3,467 | $2,879 | $588 | $588 |
| COCA COLA | P | 2014-01-03 | 2015-05-28 | $18,284 | $17,405 | $879 | $879 |
| COLUMBIA ACORN TR INTL CL Z | P | 2010-06-08 | 2015-01-15 | $33,712 | $27,192 | $6,520 | $6,520 |
| COLUMBIA FDS SER TR I SELECT LARGE | P | 2013-06-28 | 2015-01-15 | $98,004 | $75,194 | $22,810 | $22,810 |
| COLUMBIA HIGH YIELD BOND FUND | P | 2013-10-18 | 2015-11-30 | $73,537 | $77,175 | -$3,638 | -$3,638 |
| CONOCOPHILLIPS | P | 2011-08-10 | 2015-04-14 | $9,711 | $6,822 | $2,889 | $2,889 |
| CORNING INC | P | 2014-09-25 | 2015-11-30 | $15,630 | $16,548 | -$918 | -$918 |
| DU PONT (E I) DE NEMOURS & CO | P | 2014-01-03 | 2015-07-23 | $23,042 | $17,500 | $5,542 | $5,542 |
| EXXON MOBIL CORP | P | 2014-11-20 | 2015-11-30 | $17,634 | $20,514 | -$2,880 | -$2,880 |
| FORD MTR CO DEL | P | 2014-03-04 | 2015-11-30 | $16,788 | $17,994 | -$1,206 | -$1,206 |
| GENERAL ELECTRIC CO | P | 2014-01-03 | 2015-11-25 | $31,074 | $22,123 | $8,951 | $8,951 |
| HALYARD HEALTH INC | P | 2013-12-05 | 2015-01-02 | $2,308 | $1,202 | $1,106 | $1,106 |
| HOME DEPOT INC | P | 2010-09-17 | 2015-04-14 | $8,567 | $2,201 | $6,366 | $6,366 |
| INTEL CORP | P | 2013-10-18 | 2015-04-14 | $23,196 | $15,622 | $7,574 | $7,574 |
| INTERNATIONAL PAPER CO | P | 2014-09-25 | 2015-11-30 | $28,118 | $32,023 | -$3,905 | -$3,905 |
| ISHARES TR S&P MIDCAP 400 INDEX FD | P | 2013-12-05 | 2015-04-14 | $45,090 | $38,789 | $6,301 | $6,301 |
| ISHARES TR S&P SMALLCAP 600 INDEX | P | 2014-01-03 | 2015-04-14 | $18,081 | $16,771 | $1,310 | $1,310 |
| KIMBERLY CLARK CORP | P | 2014-01-03 | 2015-11-25 | $25,727 | $19,096 | $6,631 | $6,631 |
| KRAFT FOODS GROUP INC | P | 2014-01-03 | 2015-07-02 | $51,861 | $39,380 | $12,481 | $12,481 |
| LAS VEGAS SANDS CORP | P | 2014-05-20 | 2015-09-03 | $11,871 | $18,307 | -$6,436 | -$6,436 |
| LOCKHEED MARTIN CORP | P | 2014-01-03 | 2015-07-23 | $15,127 | $8,506 | $6,621 | $6,621 |
| MFS SER TR I RESH INTL FD CL I | P | 2013-07-09 | 2015-01-15 | $35,710 | $35,179 | $531 | $531 |
| MCDONALDS CORP | P | 2014-01-23 | 2015-10-27 | $36,023 | $33,972 | $2,051 | $2,051 |
| MERCK & CO INC | P | 2014-01-03 | 2015-10-27 | $10,961 | $10,157 | $804 | $804 |
| NUCOR CORP | P | 2013-12-05 | 2015-07-23 | $23,578 | $24,661 | -$1,083 | -$1,083 |
| PAYCHEX INC | P | 2010-09-17 | 2015-03-18 | $33,840 | $17,511 | $16,329 | $16,329 |
| PFIZER INC | P | 2014-01-03 | 2015-10-27 | $14,490 | $12,905 | $1,585 | $1,585 |
| PRUDENTIAL FINL INC | P | 2014-09-12 | 2015-11-30 | $18,886 | $19,924 | -$1,038 | -$1,038 |
| PRUDENTIAL SHORT-TERM CORPORATE | P | 2014-01-03 | 2015-11-30 | $229,875 | $234,897 | -$5,022 | -$5,022 |
| QUALCOMM INC | P | 2014-01-03 | 2015-05-28 | $30,373 | $23,360 | $7,013 | $7,013 |
| SPDR SER TR DJ WILSHIRE REIT ETF | P | 2012-10-04 | 2015-01-15 | $17,947 | $13,326 | $4,621 | $4,621 |
| SOUTHERN CO | P | 2014-03-04 | 2015-03-18 | $37,426 | $35,803 | $1,623 | $1,623 |
| TOUCHSTONE FDS GROUP TR SANDS CAP | P | 2014-05-02 | 2015-12-15 | $111,792 | $113,835 | -$2,043 | -$2,043 |
| TRAVELERS COS INC | P | 2014-01-23 | 2015-03-18 | $40,527 | $28,435 | $12,092 | $12,092 |
| UNITED PARCEL SVC INC CL B | P | 2011-08-10 | 2015-04-14 | $11,285 | $6,562 | $4,723 | $4,723 |
| VERIZON COMMUNICATIONS | P | 2013-10-18 | 2015-04-14 | $8,477 | $9,007 | -$530 | -$530 |
| WELLS FARGO 7 CO (NEW) | P | 2014-01-03 | 2015-04-14 | $1,621 | $1,361 | $260 | $260 |
| XILINX INC | P | 2014-08-07 | 2015-11-25 | $31,304 | $28,034 | $3,270 | $3,270 |
| CAPITAL GAINS DIVIDENDS | P | $21,726 | $21,726 | $21,726 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $98,747 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $358,561 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,685,700 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.097284 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $385,526 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,573,833 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.149787 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $591,573 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,561,522 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.230946 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $164,009 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,318,553 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070738 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $38,282 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,849,166 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.020702 | DistributionYr5Rt |
| Total Distribution | 0.569457 | TotalDistributionRt |
| Average Distribution | 0.113891 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,447,154 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $392,600 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,604 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $394,204 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $405,000 | 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 | $1,604 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,604 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,604 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,181 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,681 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,077 | OverpaymentAmt |
| Applied To ES Tax | $3,077 | 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 | 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 |
| Individual With Books | KATHY LEVENTHAL | IndividualWithBooksNm |
| Phone | 2015681488 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 ESSEX DR | AddressLine1Txt |
| City | TENAFLY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07670 | 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 |
|---|---|---|---|---|---|---|---|---|
| KATHY LEVENTHAL | ||||||||
| 47 ESSEX DR | TENAFLY | NJ | 07670 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| RICHARD LEVENTHAL | ||||||||
| 47 ESSEX DR | TENAFLY | NJ | 07670 | TRUSTEE | 0.00 | $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 | $3,458,267 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,382 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,499,649 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,499,649 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,495 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,447,154 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $172,358 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $172,358 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,604 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,604 | TotalTaxAmt |
| Distributable Before Adj | $170,754 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $170,754 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $170,754 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $405,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $405,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,604 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $403,396 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $170,754 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $14,362 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $467,035 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $266,050 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $178,324 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $925,771 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $405,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $170,754 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $234,246 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,160,017 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,160,017 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,362 | ExcessFromYear4Amt |
| Excess From Year3 | $467,035 | ExcessFromYear3Amt |
| Excess From Year2 | $266,050 | ExcessFromYear2Amt |
| Excess From Year1 | $178,324 | ExcessFromYear1Amt |
| Excess From Current Year | $234,246 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHY LEVENTHAL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 ESSEX DRIVE | AddressLine1Txt |
| City | TENAFLY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07670 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2015681488 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | DISTRIBUTIONS LIMITED TO ORGANIZATIONS THAT CARRY OUT THE PURPOSE OF THE FOUNDATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DAVID LYNCH FOUNDATION | |||||||
| 216 E 45TH ST | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $10,000 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH ST | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $170,000 |
| USC | |||||||
| 3560 WATT WAY | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $225,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $405,000 | 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 | $19 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,158 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $98,747 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $190,924 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $190,924 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (66 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| A T & T INC. | $43,401 | $53,508 |
| ABBVIE INC. | $20,175 | $36,136 |
| APPLE INC. | $56,471 | $64,209 |
| B B AND T CORP | $37,018 | $49,909 |
| CHEVRON CORP. | $0 | $0 |
| CISCO SYS INC | $29,940 | $45,077 |
| COCA COLA CO. | $24,012 | $39,523 |
| CONOCOPHILLIPS | $21,645 | $26,146 |
| DIAGEO PLC | $80,080 | $69,259 |
| DU PONT EI DE NEMOURS AND CO | $0 | $0 |
| GENERAL ELECTRIC | $19,062 | $38,470 |
| HOME DEPOT INC. | $9,096 | $42,981 |
| INTEL CORP. | $29,419 | $50,573 |
| JOHNSON & JOHNSON | $42,574 | $47,765 |
| KIMBERLY CLARK CORP. | $13,645 | $29,916 |
| KRAFT FOODS INC. | $0 | $0 |
| LOCKHEED MARTIN CORP. | $13,660 | $40,173 |
| MCDONALDS CORP. | $22,486 | $29,535 |
| MERCK & CO. | $48,200 | $56,253 |
| MICROSOFT CORP. | $44,817 | $77,117 |
| NUCOR CORP | $0 | $0 |
| PAYCHEX INC. | $0 | $0 |
| PEPSICO INC. | $31,907 | $38,969 |
| PFIZER INC. | $43,230 | $53,262 |
| PHILIP MORRIS INTL INC. | $47,817 | $63,295 |
| PROCTER AND GAMBLE CO | $24,274 | $26,602 |
| QUALCOMM INC. | $0 | $0 |
| TRAVELERS COS INC. | $0 | $0 |
| UNITED PARCEL SVC INC. | $26,168 | $41,860 |
| VERIZON COMMUNICATIONS INC. | $41,074 | $43,909 |
| WELLS FARGO & CO. | $41,773 | $55,447 |
| BLACKROCK INC | $30,023 | $34,052 |
| CORNING INC | $0 | $0 |
| EXXON MOBILE CORP | $0 | $0 |
| FORT MTR CO DEL | $0 | $0 |
| INTERNATIONAL PAPER CO | $0 | $0 |
| JP MORGAN CHASE & CO | $44,726 | $49,523 |
| LAS VEGAS SANDS CORP | $0 | $0 |
| OCCIDENTAL PETE CORP DEL | $0 | $0 |
| RAYTHEON CO | $0 | $0 |
| SOUTHERN CO | $0 | $0 |
| TARGET CORP | $29,356 | $32,311 |
| TEXAS INSTRS INC | $26,548 | $30,420 |
| TOUCHSTONE SANDS CAP SELECT | $0 | $0 |
| XILINX INC | $0 | $0 |
| ACCENTURE PLC | $17,587 | $20,900 |
| ALTRIA GROUP INC | $30,043 | $33,471 |
| AMGEN INC | $18,914 | $19,480 |
| CAPITAL ONE FINL CORP | $39,804 | $34,646 |
| DISNEY WALT CO | $16,263 | $18,389 |
| DOMINION RES INC VA NEW | $28,108 | $27,394 |
| DOW CHEM CO | $17,320 | $20,849 |
| KRAFT HEINZ CORP | $24,850 | $34,561 |
| L BRANDS INC | $18,506 | $21,080 |
| LILLY ELI & CO | $34,001 | $34,968 |
| METLIFE INC | $18,721 | $17,597 |
| PNC FINL SVCS GROUP INC | $17,617 | $18,585 |
| ROCKWELL AUTOMATION INC | $17,639 | $16,931 |
| SELECT SECTOR SPDR TR CONS DISC | $42,149 | $40,644 |
| SELECT SECTOR SPDR TR ENERGY | $81,613 | $72,082 |
| SELECT SECTOR SPDR TR FINANCIAL | $55,407 | $53,737 |
| SELECT SECTOR SPDR TR MATERIALS | $28,407 | $26,920 |
| SELECT SECTOR SPDR TR TECHNOLOGY | $15,838 | $15,419 |
| UNION PAC CORP | $23,763 | $21,896 |
| V F CORP | $34,853 | $31,125 |
| VISA INC | $34,559 | $36,836 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK GLOBAL LONG/SHORT CR FUND | FMV | $0 | $0 |
| COLUMBIA ACORN INTERNATIONAL FUND | FMV | $0 | $0 |
| COLUMBIA HIGH YIELD BOND FUND CL Z | FMV | $0 | $0 |
| COLUMBIA SELECT LARGE CAP GROWTH FUND | FMV | $0 | $0 |
| ISHARES CORE S&P MID CAP | FMV | $210,541 | $259,135 |
| ISHARES CORE S&P SMALL CAP | FMV | $111,004 | $131,912 |
| MFS SER TR I RESH INTL FD CL I | FMV | $0 | $0 |
| PRUDENTIAL SHORT-TERM CORPORATE BD FD | FMV | $0 | $0 |
| SPDR DJ WILSHIRE REIT | FMV | $84,213 | $105,833 |
| HALYARD HEALTH INC | FMV | $0 | $0 |
| BP P L C | FMV | $0 | $0 |
| DOUBLELINE TOTAL RETURN BD FUND | FMV | $88,425 | $86,903 |
| PRUDENTIAL FINL INC | FMV | $0 | $0 |
| MEDTRONIC PLC | FMV | $18,488 | $18,461 |
| VANGUARD TOTAL WORLD STOCK INDEX | FMV | $35,045 | $34,284 |
| WISDOMTREE EUROPE HEDGED EQUITY | FMV | $35,565 | $33,631 |
| WISDOMTREE JAPAN HEDGED EQUITY | FMV | $35,210 | $36,809 |
| ISHARES | FMV | $70,166 | $69,153 |
| VANGUARD SHORT TERM BOND | FMV | $363,952 | $362,044 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $30,558 | $30,558 | $0 |
| FILING FEES | $250 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $4,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |