THE AMMON FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE AMMON FOUNDATION (EIN 13-6904321)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-04-14
- IRS object ID
- 201511049349100801
- Schema version
- 2013v4.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-14T15:16:07-05:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136904321 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Ammon Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SWEENEYGALLOREICH & BOLZ L | InCareOfNm |
| Business Name Control | AMMO | BusinessNameControlTxt |
| Phone | 7184599000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Sweeney Gallo Reich Bolz LLP | AddressLine1 |
| Address Line2 | 95-25 Queens Blvd Suite 11th Fl | AddressLine2 |
| City | Rego Park | City |
| State | NY | State |
| ZIP Code | 11374 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gerard J Sweeney | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 7184599000 | PhoneNum |
| Signature | 2015-04-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 7184599000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,735,679 | 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 | $10,794 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $152 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $152 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $281,837 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $281,837 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $449,776 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,066,945 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $449,776 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,127 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $745,686 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $731,765 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $24,115 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,115 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,633 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $46,951 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $46,951 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $81,699 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,115 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,951 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $553,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $553,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $634,699 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,115 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $599,951 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $110,987 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $707,650 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $85,159 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $136,115 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $136,115 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,603,529 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,663,560 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,599,564 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,688,688 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,799,675 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,735,679 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,688,688 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,799,675 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,688,688 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,799,675 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,688,688 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,799,675 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,688,688 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $110,987 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,799,675 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,799,675 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,066,945 | GrossSalesPriceAmt |
| Cost Or Other Basis | $617,169 | CostOrOtherBasisAmt |
| Gain Or Loss | $449,776 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $449,776 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $449,776 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $595,898 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,150,599 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049043 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $559,911 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,832,333 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04732 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $585,130 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,813,924 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049529 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $502,182 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,279,594 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044521 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $636,730 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,758,364 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059185 | DistributionYr5Rt |
| Total Distribution | 0.249598 | TotalDistributionRt |
| Average Distribution | 0.04992 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,545,981 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $626,295 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,077 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $633,372 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $599,951 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,153 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,153 | SubtotalAmt |
| Tax Based On Investment Income | $14,153 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $4,353 | TaxDueAmt |
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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWEENEYGALLOREICH & BOLZ LLP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7184599000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 95-25 QUEENS BLVD 11TH FLOOR | AddressLine1 |
| City | Rego Park | City |
| State | NY | State |
| ZIP Code | 11374 | ZIPCode |
| 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 |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Michael Dowd | ||||||
| Sweeney Gallo Reich Bolz LLP | Rego Park | NY | 11374 | Trustee | 1.0 | $0 |
| Gerard J Sweeney | ||||||
| Sweeney Gallo Reich Bolz LLP | Rego Park | NY | 11374 | Trustee | 1.0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,620,736 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $116,301 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,737,037 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,737,037 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $191,056 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,545,981 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $627,299 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $627,299 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,153 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,153 | TotalTaxAmt |
| Distributable Before Adj | $613,146 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $613,146 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $613,146 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $599,951 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $599,951 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $599,951 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $613,146 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $562,614 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Qualifying Distributions | $599,951 | QualifyingDistributionsAmt |
| Applied To Year1 | $562,614 | AppliedToYear1Amt |
| Applied To Current Year | $37,337 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $575,809 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AHRC NEW YORK CITY FOUNDATION INC | |||||||
| 83 MAIDEN LN | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $20,000 |
| CENTRAL NEW ENGLAND EQUINE RESCUE INC | |||||||
| 1510 S ST | BARRE | MA | 01005 | N/A | PC | Horse Stalls Program & General support Program | $15,000 |
| FILM INDEPENDENT INC | |||||||
| 9911 W PICO BLVD 11TH FLR | LOS ANGELES | CA | 90035 | N/A | PC | General & Unrestricted | $25,000 |
| FRACTURED ATLAS INC | |||||||
| 248 W 35TH ST 10TH FLR | NEW YORK | NY | 10001 | N/A | PC | The Warren - Interiors and Post Production Fund | $45,000 |
| FRIENDS OF KAREN INC | |||||||
| 118 TITICUS RD | NORTH SALEM | NY | 10560 | N/A | PC | General & Unrestricted | $35,000 |
| GILDAS CLUB NEW YORK CITY | |||||||
| 195 W HOUSTON ST | NEW YORK | NY | 10014 | N/A | PC | General & Unrestricted | $20,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 1120 35TH ST STE B | TUSCALOOSA | AL | 35401 | N/A | PC | Raise the Roof for Audrey Program | $18,000 |
| JAZZ AT LINCOLN CENTER INC | |||||||
| 3 COLUMBUS CIR | NEW YORK | NY | 10019 | N/A | PC | Ted Ammon Archives Project | $100,000 |
| NEW YORK STAGE AND FILM COMPANY INC | |||||||
| 214 W 29TH ST RM 1001 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $45,000 |
| NYU LANGONE MEDICAL CENTER | |||||||
| 1 PARK AVE 17TH FL | NEW YORK | NY | 10016 | N/A | PC | Breast Cancer Research Fund | $20,000 |
| SPECIAL OLYMPICS MASSACHUSETTS INC | |||||||
| 512 FOREST ST | MALBOROUGH | MA | 01752 | N/A | PC | General & Unrestricted | $10,000 |
| SUNDANCE INSTITUTE | |||||||
| PO BOX 684429 | PARK CITY | UT | 84068 | N/A | PC | Woman Filmmakers Fellowship Program | $50,000 |
| TEMPLE AM ECHAD | |||||||
| 1 SAPERSTEIN PLZ | LYNBROOK | NY | 11563 | N/A | PC | General & Unrestricted | $20,000 |
| THE DONALDSON ADOPTION INSTITUTE INC | |||||||
| 120 E 38TH ST | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $50,000 |
| THE NATIONAL CLEARINGHOUSE FOR THE DEFENSE OF BATT | |||||||
| 125 S 9TH ST STE 302 | PHILADELPHIA | PA | 19107 | N/A | PC | General & Unrestricted | $20,000 |
| THE SHUMLA SCHOOL INC | |||||||
| PO BOX 627 | COMSTOCK | TX | 78837 | N/A | PC | General & Unrestricted | $50,000 |
| VIETNAM VETERANS WORKSHOP INC | |||||||
| 17 COURT ST | BOSTON | MA | 02108 | N/A | PC | General & Unrestricted | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $553,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $152 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $281,837 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $449,776 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,127 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $734,892 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $734,892 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Estate of Generosa Ammon | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 95-25 Queens Blvd | AddressLine1 |
| City | Rego Park | City |
| State | NY | State |
| ZIP Code | 11374 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,794 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN INTERNATIONAL VALUE FU | $157,340 | $237,782 |
| CULLEN HIGH DIVIDEND EQ FD I | $333,310 | $536,764 |
| DODGE & COX FUNDS INTERNATIONA | $315,929 | $385,302 |
| DOUBLELINE TOTAL RETURN BOND | $880,860 | $866,691 |
| ISHARES BARCLAYS TIPS BOND FUN | $440,947 | $506,385 |
| JP MORGAN MID CAP EQUITY SELEC | $580,237 | $816,237 |
| JP MORGAN SHORT DURATION BOND | $1,452,784 | $1,461,210 |
| JP MORGAN STRATEGIC INCOME OPP | $622,658 | $617,163 |
| JP MORGAN US LARGE CAP CORE PL | $733,592 | $1,503,296 |
| JPMORGAN HIGH YIELD BOND FUND | $673,173 | $811,327 |
| JPMORGAN LARGE CAP GROWTH FUND | $233,742 | $369,744 |
| JPMORGAN MULTI-SECT INC-SEL | $945,000 | $944,075 |
| OSTERWEIS FUND | $275,893 | $433,883 |
| RIDGEWORTH FDS SEIX FLOATING R | $739,513 | $738,313 |
| SPDR S&P 500 ETF TRUST | $368,028 | $372,546 |
| T. ROWE PRICE NEW ASIA FUND | $265,763 | $350,540 |
| VANGUARD FTSE EMERGING MARKETS | $456,929 | $406,477 |
| VANGUARD INTERMEDIATE TERM INV | $1,187,862 | $1,241,829 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $46,201 | $46,201 |
| State or Local Filing Fees | $750 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $3,127 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $24,115 | Amt |
| Net Investment Income | $24,115 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2014 | $9,800 |
| 990-PF Excise Tax for 2013 | $833 |