ELLIOTT FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ELLIOTT FAMILY FOUNDATION INC (EIN 20-2025290)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-07
- IRS object ID
- 201640989349100809
- 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 Govt Obligations Sch
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-07T10:54:49-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMBER CASCIO & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 Minuteman Road | AddressLine1Txt |
| City | Ridgefield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06877 | 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 | 202025290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELLI | BusinessNameControlTxt |
| Phone | 9147638931 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 EAST RIDGE ROAD | AddressLine1Txt |
| City | WACCABUC | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10597 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ELLIOTT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9147638931 | PhoneNum |
| Signature | 2016-03-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS CASCIO | PreparerPersonNm |
| Phone | 2034315714 | PhoneNum |
| 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 | $2,025,995 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $158,951 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $70,459 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,469 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $229,410 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,469 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,333 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $951 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $676 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,434 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $826 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $154,508 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $154,508 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $157,942 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $826 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $154,508 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $71,468 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $69,643 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $151 | CashEOYAmt |
| Cash EOYFMV | $151 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $193,022 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $171,035 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $171,035 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $75,895 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $79,618 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $867,946 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,431,997 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,775,058 | CorporateStockEOYFMVAmt |
| Other Assets EOYFMV | $133 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,060,968 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,679,078 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,025,995 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,060,968 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,679,078 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,060,968 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,679,078 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,060,968 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,679,078 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,060,968 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $71,468 | ExcessRevenueOverExpensesAmt |
| Other Increases | $546,642 | OtherIncreasesAmt |
| Subtotal | $1,679,078 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,679,078 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MBIA INC 6750 SHARES | D | 2004-12-23 | 2015-05-15 | $66,774 | $0 | $427,174 | -$360,400 | $0 | $0 | $0 | -$360,400 |
| MBIA INC 2500 SHARES | D | 2005-11-02 | 2015-05-15 | $24,731 | $0 | $155,288 | -$130,557 | $0 | $0 | $0 | -$130,557 |
| MBIA INC 750 SHARES | D | 2006-11-07 | 2015-05-15 | $7,419 | $0 | $47,303 | -$39,884 | $0 | $0 | $0 | -$39,884 |
| MBIA INC 1250 SHARES | D | 2006-11-07 | 2015-05-15 | $12,330 | $0 | $78,838 | -$66,508 | $0 | $0 | $0 | -$66,508 |
| MBIA INC 2000 SHARES | D | 2006-11-13 | 2015-05-15 | $19,728 | $0 | $127,980 | -$108,252 | $0 | $0 | $0 | -$108,252 |
| MBIA INC 750 SHARES | D | 2006-11-30 | 2015-05-15 | $7,398 | $0 | $51,709 | -$44,311 | $0 | $0 | $0 | -$44,311 |
| MBIA INC 582 SHARES | D | 2006-12-27 | 2015-05-15 | $5,741 | $0 | $42,643 | -$36,902 | $0 | $0 | $0 | -$36,902 |
| CENOVUS ENERGY | P | 2005-02-17 | 2015-08-28 | $4,215 | $0 | $4,606 | -$391 | $0 | $0 | $0 | -$391 |
| $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$787,205 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $160,669 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,175,815 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.073843 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $141,733 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,865,978 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.075956 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $108,539 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,664,791 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065197 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $68,761 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,426,630 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048198 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $53,088 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,702,517 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031182 | DistributionYr5Rt |
| Total Distribution | 0.294376 | TotalDistributionRt |
| Average Distribution | 0.058875 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,099,848 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $123,629 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $696 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $124,325 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $154,508 | 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 | $696 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $696 | SubtotalAmt |
| Tax Based On Investment Income | $696 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $710 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID ELLIOTT | IndividualWithBooksNm |
| Phone | 9147638931 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 EAST RIDGE ROAD | AddressLine1Txt |
| City | WACCABUC | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10597 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID ELLIOTT | ||||||||
| 80 EAST RIDGE RD | WACCABUC | NY | 10597 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| JEANNE ELLIOTT | ||||||||
| 80 EAST RIDGE RD | WACCABUC | NY | 10597 | VP | 2.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,980,753 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $151,072 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,131,825 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,131,825 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,977 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,099,848 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $104,992 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $104,992 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $696 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $696 | TotalTaxAmt |
| Distributable Before Adj | $104,296 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $104,296 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $104,296 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $154,508 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $154,508 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $696 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $153,812 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,296 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $49,242 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $54,218 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $103,460 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $154,508 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $154,508 | RemainingDistriFromCorpusAmt |
| Total Corpus | $257,968 | TotalCorpusAmt |
| Undistributed Income CY | $104,296 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $257,968 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $49,242 | ExcessFromYear2Amt |
| Excess From Year1 | $54,218 | ExcessFromYear1Amt |
| Excess From Current Year | $154,508 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID ELLIOTT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 EAST RIDGE ROAD | AddressLine1Txt |
| City | WACCABUC | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 01597 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9147638931 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| TAWSON UNIVERSITY | ||||||
| 8000 YORK RD | TOWSON | MD | 21252 | 501(c)(3) | EDUCATION | $11,000 |
| (no name) | ||||||
| $0 | ||||||
| SUNY | ||||||
| 1 COLLEGE CIRCLE | GENESEO | NY | 14454 | 501(c)(3) | EDUCATION | $7,000 |
| LASALLE UNIVERISITY | ||||||
| 1900 WEST OLNEY AVE | PHILADELPHIA | PA | 19141 | 501(C) (3) | EDUCAYION | $8,500 |
| PACE UNIVERSITY | ||||||
| 861 BEDFORD RD | PLEASANTVILLE | NY | 10570 | 501(C)3 | EDUCATION | $9,500 |
| (no name) | ||||||
| $0 | ||||||
| IONA COLLEGE | ||||||
| 715 NORTH AVENUE | NEW ROCHELLE | NY | 10801 | 501(C)3 | EDUCATION | $23,467 |
| COLLEGE OF NEW ROCHELLE | ||||||
| 29 CASTLE PL | NEW ROCHELLE | NY | 10805 | 501 (C) (3) | EDUCATION | $6,756 |
| NATIONAL MS SOCIETY | ||||||
| 733 THIRD AVE | NY | NY | 10017 | 501(C) (3) | WELFARE | $0 |
| JOHNSON AND WALES UNIVERSITY | ||||||
| 8 ABBOTT PARK PLACE | PROVIDENCE | RI | 02903 | 501 (C) (3) | EDUCATION | $5,000 |
| TUITION MGMT SYS | ||||||
| PO BOX 742627 | CINCINNATI | OH | 45274 | 501(C)(3) | EDUCATION | $10,377 |
| ST FRANCIS COLLEGE | ||||||
| 180 REMSEN ST | BROOKLYN | NY | 11201 | 501(C) (3) | EDUCATION | $5,408 |
| LA SALLE UNIV | ||||||
| PO BOX 347316 | PITTSBURG | PA | 15251 | 501 (C) 3 | EDUCATION | $6,000 |
| MS NYC | ||||||
| 733 THIER AVE | NY | NY | 10017 | 501(C)3 | EDUCATION | $500 |
| SIENA COLLEGE | ||||||
| 515 LOUDON RD | LOUNDINVILLE | NY | 12211 | 501(C) 3 | EDUCATION | $26,000 |
| RI COLLEGE | ||||||
| 600 MT PLEASANT AVE | PROVIDENCE | RI | 02908 | 501(C)3 | EDUCATION | $0 |
| THE OHIN STATE UNIV | ||||||
| DEPT 0997 | COLUMBUS | OH | 43271 | 501(C) 3 | EDUCATION | $4,000 |
| SYRACUSE UNIVERSITY | ||||||
| 102 ARCHBOLD NORTH | STRACUSE | NY | 13244 | 501(C)(3) | EDUCATION | $4,000 |
| UNIVERSITY OF BUFFALO | ||||||
| 232 CAPEN HALL | BUFFALO | NY | 14260 | 501(C) (3) 3 | EDUCATION | $14,000 |
| DOUGLAS KIRT | ||||||
| PO BOX | PALMYRA | NJ | 08065 | N/A | EDUCATION | $0 |
| CHAMPLAIN COLLEGE | ||||||
| PO BOX 670 | BURLINGTON | VT | 05402 | 501 (C)(3) | EDUCATION | $0 |
| PATRRICK MARKS | ||||||
| 1936 BRYN MAWR AVE | HADDON HEIGHTS | NJ | 08035 | N/A | EDUCATION | $1,500 |
| UNIVERSITY AT ALBANY | ||||||
| G-26 BURSARS OFFICE | ALBANY | NY | 12222 | 501(C)3 | EDUCATION | $4,000 |
| RAHSAAN SIMMONDS | ||||||
| 1900 WEST OLNEY AVE | PHILADELPHIA | PA | 19141 | N/A | EDUCATION | $3,500 |
| SUZANNE FROMM | ||||||
| 200 MADISON AVE | NEW YORK | NY | 10016 | 501(C)3 | EDUCATION | $2,000 |
| WHITE PLAINS BEAUTIFUL FOUNDATION | ||||||
| PO BOX 1614 | WHITE PLAINS | NY | 10602 | 501(C)3 | EDUCATION | $500 |
| BERKLEE COLLEGE | ||||||
| 1140 BOYLSTON ST | BOSTON | MA | 02215 | 501(C)3 | EDUCATIO | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $154,508 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,459 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $70,459 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,459 | 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 | AMBER CASCIO & CO. TAX FILING FEES | CategoryTxt |
| Amt | $2,333 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COROPORATE STOCKS | $1,076,957 | $1,392,095 |
| MUTUAL FUNDS | $355,040 | $382,963 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $75,895 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $79,618 | StateLocalSecEOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSETS BASIS CORRECTIONS TO VALUE OF GIFTS RECEIVED | Desc |
| Amt | $546,642 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH ANNAUL FEE | CategoryTxt |
| Amt | $150 | Amt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NYS | $275 | |
| FOREIGN TAXES | $676 | $676 |