E IKE ESHAGHIAN FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- E IKE ESHAGHIAN FOUNDATION INC (EIN 02-0711081)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201513209349104016
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T18:56:01-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461471409 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GABOR & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1878 VICTORY BLVD | AddressLine1Txt |
| City | STATEN ISLAND | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020711081 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE E IKE ESHAGHIAN FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O GABOR & ASSOCIATES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EIKE | BusinessNameControlTxt |
| Phone | 7183900555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1878 VICTORY BLVD | AddressLine1Txt |
| City | STATEN ISLAND | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TANAZ ESHAGHIAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7183900555 | PhoneNum |
| Signature | 2015-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD M GABOR | PreparerPersonNm |
| PTIN | P00248679 | PTIN |
| Phone | 7183900555 | PhoneNum |
| Preparation | 2015-11-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,211,503 | 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 | $20,605 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $20,605 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $11,400 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,400 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $11,400 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,386 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $372,521 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,193 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $48,391 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,613 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $32,005 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,875 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $425 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $425 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $425 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $60 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $60 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,500 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,860 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,925 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,860 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,860 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,925 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,860 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,531 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,688 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $32,005 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $135,011 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,256 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,256 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $463,222 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $569,653 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $569,653 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $545,101 | CorporateStockBOYAmt |
| Corporate Stock EOY | $594,594 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $594,594 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $68,008 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,370 | OtherAssetsEOYAmt |
| Total Assets BOY | $1,211,342 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,216,873 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,211,503 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,211,342 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,216,873 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,211,342 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,216,873 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,211,342 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,216,873 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,211,342 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,531 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,216,873 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,216,873 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,193 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,195 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,105,611 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.011935 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,775 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $89,755 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.164615 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $118,410 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $297,217 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.398396 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $245,828 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040679 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,900 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $249,260 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.071813 | DistributionYr5Rt |
| Total Distribution | 0.687438 | TotalDistributionRt |
| Average Distribution | 0.137488 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $97 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $97 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $42,860 | 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 | $97 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $97 | SubtotalAmt |
| Tax Based On Investment Income | $97 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $97 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GABOR ASSOCIATES CPA | IndividualWithBooksNm |
| Phone | 7183900555 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1878 VICTORY BLVD | AddressLine1Txt |
| City | STATEN ISLAND | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10314 | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| TANAZ ESHAGHIAN | ||||||||
| 1878 VICTORY BLVD | STATEN ISLAND | NY | 10314 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MAHROKH ESHAGHIAN | ||||||||
| 1878 VICTORY BLVD | STATEN ISLAND | NY | 10314 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| HOURA YAVARI | ||||||||
| 1878 VICTORY BLVD | STATEN ISLAND | NY | 10314 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $97 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $97 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,860 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $42,860 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $97 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $42,763 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $5,442 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,304 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $103,549 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,402 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $120,697 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,860 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $42,860 | RemainingDistriFromCorpusAmt |
| Total Corpus | $163,557 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $5,442 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $158,115 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,304 | ExcessFromYear4Amt |
| Excess From Year3 | $103,549 | ExcessFromYear3Amt |
| Excess From Year2 | $10,402 | ExcessFromYear2Amt |
| Excess From Current Year | $42,860 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMNON NETZER CTR FOR IRANIAN JEWISH | ||||||
| C/O ROB JANPANAH & ASSOC CPA | 9454 WILSHIRE BLVD | BEVERLY HILLS | CA | 90212 | ARTS, CULTURE & HUMANITIES | $10,000 |
| YESHIVA UNIVERSITY MUSEUM | ||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10111 | MUSEUM | $500 | |
| AMERICAN FREINDS OF BEIT HATFUTSOT | ||||||
| 633 3RD AVENUE | NEW YORK | NY | 10017 | MUSEUM | $2,000 | |
| HEBREW IMMIGRANT AID SOCIETY | ||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | IMIGRATION & REFUGEE RESETTLEMENT | $15,000 | |
| YALE UNIVERSITY | ||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | EDUCATION & RESEARCH | $7,500 | |
| SEED GLOBAL HEALTH | ||||||
| 125 NASHUA STREET | BOSTON | MA | 02114 | GLOBAL HEALTH EDUCATION & DELIVERY | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,585 | ExclusionAmt |
| Related Or Exempt Function Incm | $20 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,400 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16,386 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $20,585 | ExclusionAmt |
| Related Or Exempt Function Incm | $27,806 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,391 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,875 | Amt |
| Disbursements Charitable Prps | $2,875 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| THRU UBS FINANCIAL SERVICES INC | 2014-01 | PURCHASE | 2014-12 | $301,551 | $290,616 | $10,935 |
| THRU UBS FINANCIAL SERVICES | 2014-01 | PURCHASE | 2014-12 | $28,428 | $25,519 | $2,909 |
| THRU UBS FINANCIAL SERVICES | 2014-01 | PURCHASE | 2014-12 | $349 | $349 | |
| PLEASANTVILLE NY WTR | 2014-01 | PURCHASE | 2014-12 | $40,000 | $40,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS FINANCIAL SERVICES | StockNm |
| EOY Book Value | $594,594 | EOYBookValueAmt |
| EOYFMV | $594,594 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $569,653 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $569,653 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED CAPITAL GAINS | Desc |
| BOY Book Value | $68,008 | BOYBookValueAmt |
| EOY Book Value | $5,370 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INVETMENTS FEES | $3,500 | $3,500 | $3,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $425 | Amt |
| Net Investment Income | $425 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $425 | DisbursementsCharitablePrpsAmt |