THE ELAINE M AND MYRON J@COHN FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE ELAINE M AND MYRON J@COHN FAMILY FOUNDATION (EIN 30-0047252)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-06
- IRS object ID
- 201521269349101012
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-06T13:49:03-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141731700 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL A TOBIN & ASSOCIATES CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 BRITISH AMERICAN BLVD | AddressLine1Txt |
| City | LATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12110 | 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 | 300047252 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ELAINE M AND MYRON J COHN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELAI | BusinessNameControlTxt |
| Phone | 3128321515 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 38196 | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 122038196 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN MYERS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3128321515 | PhoneNum |
| Signature | 2015-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL A TOBIN II | PreparerPersonNm |
| PTIN | P00248170 | PTIN |
| Phone | 5187833100 | PhoneNum |
| Preparation | 2015-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | 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 | $375,881 | 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 | $2,557 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,557 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,557 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $7,832 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,832 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $7,832 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,439 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $71,462 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,439 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $106 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $17,934 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,828 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,389 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,575 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,575 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $236 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $171 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $171 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $171 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $171 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,982 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,746 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,746 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,746 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,982 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,746 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,746 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,746 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,048 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,082 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,643 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,607 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,361 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,361 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $126,079 | CorporateStockBOYAmt |
| Corporate Stock EOY | $156,100 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $313,735 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $74,574 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $24,843 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,510 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,394 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,394 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,275 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $207,654 | TotalAssetsBOYAmt |
| Total Assets EOY | $203,698 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $375,881 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $207,654 | UnrestrictedBOYAmt |
| Unrestricted EOY | $203,698 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $207,654 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $203,698 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $207,654 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $203,698 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $207,654 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,048 | ExcessRevenueOverExpensesAmt |
| Subtotal | $204,606 | SubtotalAmt |
| Other Decreases | $908 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $203,698 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CATERPILLAR FINANCIAL | P | 2009-04-22 | 2014-02-17 | $25,000 | $24,841 | $159 | $159 |
| BOEING | P | 2009-03-10 | 2014-03-15 | $25,000 | $24,890 | $110 | $110 |
| BANK OF NEW YORK MELLON CORP | P | 2003-02-28 | 2014-05-01 | $6,340 | $4,595 | $1,745 | $1,745 |
| KITE REALTY GROUP TRUST | P | 2009-10-02 | 2014-08-12 | $12 | $6 | $6 | $6 |
| NOW | P | 2010-05-10 | 2014-09-29 | $740 | $405 | $335 | $335 |
| KITE REALTY GROUP TRUST | P | 2009-10-02 | 2014-09-29 | $8,193 | $4,180 | $4,013 | $4,013 |
| OLD REPUBLIC INTERNATIONAL | P | 2009-10-02 | 2014-09-29 | $6,125 | $5,106 | $1,019 | $1,019 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,439 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $322 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $322 | SubtotalAmt |
| Tax Based On Investment Income | $322 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $322 | 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 |
| 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 | JOHN W MYERS | IndividualWithBooksNm |
| Phone | 3128281100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 609 CEDAR STREET | AddressLine1Txt |
| City | WINNETKA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JOHN W MYERS | ||||||||
| 609 CEDAR STREET | WINNETKA | IL | 60093 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| WILLIAM S MYERS | ||||||||
| 107 KRUMKILL ROAD | ALBANY | NY | 122081333 | TRUSTEE | 1.00 | $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 | $302,493 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,745 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $32,202 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $372,440 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $372,440 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,587 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $366,853 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,343 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,343 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $322 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $322 | TotalTaxAmt |
| Distributable Before Adj | $18,021 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,021 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,021 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,746 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $20,746 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $20,746 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,021 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $532 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $532 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,746 | QualifyingDistributionsAmt |
| Applied To Current Year | $18,021 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,725 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,257 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,257 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $532 | ExcessFromYear1Amt |
| Excess From Current Year | $2,725 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM MYERS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 KRUMKILL ROAD | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 122081333 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5184734076 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| UNITED JEWISH FEDERATION OF NY | ||||||
| 800 NEW LOUDON RD | LATHAM | NY | 12110 | EXEMPT | GENERAL FUNDED PROGRAMMING | $1,000 |
| FACING HISTORY AND OURSELVES | ||||||
| 16 HURD RD | BROOKLINE | MA | 02445 | EXEMPT | GENERAL FUNDED PROGRAMMING | $2,000 |
| CONGREGATION BETH EMETH | ||||||
| 100 ACADEMY ROAD | ALBANY | NY | 12208 | EXEMPT | PROGRAMMING SERVICES | $1,500 |
| YALE COLLEGE ALUMNI FUND | ||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | EXEMPT | GENERAL FUNDED PROGRAMMING | $5,000 |
| UNION COLLEGE | ||||||
| 807 UNION STREET | SCHENECTADY | NY | 12308 | EXEMPT | SCHOLARSHIP FUNDING | $4,250 |
| US HOLOCAUST MEMORIAL MUSEUM | ||||||
| 100 RAOUL WALLENBERG PL | WASHINGTON | DC | 20024 | EXEMPT | GENERAL FUNDED PROGRAMMING | $1,000 |
| ALBANY LAW SCHOOL | ||||||
| 80 NEW SCOTLAND AVE | ALBANY | NY | 12208 | EXEMPT | SCHOLARSHIP FUNDING | $4,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,557 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,832 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,387 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,547 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,387 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,934 | 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) |
|---|---|---|
| Amt | $1,575 | Amt |
| Net Investment Income | $1,575 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,575 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,575 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $24,843 | EOYBookValueAmt |
| EOYFMV | $25,510 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $156,100 | EOYBookValueAmt |
| EOYFMV | $313,735 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PUBLIC STORAGE | AT COST | $1,932 | $11,091 |
| EQUITY RESIDENTIAL | AT COST | $2,462 | $7,184 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL | Desc |
| Amt | $908 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXPENSES | ||||
| BANK CHARGES | $24 | $24 | $24 | $24 |
| FOREIGN INCOME TAX | $33 | $33 | $33 | $33 |
| NYS FEE | $100 | $100 | $100 | $100 |
| POSTAGE | $14 | $14 | $14 | $14 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue And Expenses Per Books | $106 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $106 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $106 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX | CategoryTxt |
| Amt | $236 | Amt |