BLUMBERG FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BLUMBERG FAMILY FOUNDATION INC (EIN 13-6199591)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-06-25
- IRS object ID
- 201541769349100004
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-25T07:20:22-07:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY L KARPF & CO CPA PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 426 | AddressLine1 |
| City | MORGANVILLE | City |
| State | NJ | State |
| ZIP Code | 077510426 | 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 | 136199591 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GERALD AND RHODA BLUMBERG FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERA | BusinessNameControlTxt |
| Phone | 2126975550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 521 FIFTH AVENUE 24TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10175 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE S BLUMBERG | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2015-05-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HENRY L KARPFCPA | PreparerPersonNm |
| PTIN | P01277072 | PTIN |
| Phone | 7325918383 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,051 | 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 |
| Dividends Rev And Expnss | $132 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $132 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $132 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,444 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,463 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,444 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,576 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,576 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $132 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $825 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $150 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $165 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,965 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $825 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $850 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,940 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,940 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,905 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $825 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,790 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,329 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $751 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $132 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,192 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $882 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $882 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $63 | CorporateStockBOYAmt |
| Corporate Stock EOY | $44 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,169 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,255 | TotalAssetsBOYAmt |
| Total Assets EOY | $926 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,051 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,255 | RetainedEarningBOYAmt |
| Retained Earning EOY | $926 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,255 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $926 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,255 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $926 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,255 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,329 | ExcessRevenueOverExpensesAmt |
| Subtotal | $926 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $926 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 15 SH EXXONMOBIL | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 1997-04-17 | AcquiredDt |
| Sold | 2013-09-11 | SoldDt |
| Gross Sales Price | $1,463 | GrossSalesPriceAmt |
| Cost Or Other Basis | $19 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,444 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,444 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,444 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,417 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,035 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.56901 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,222 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $24,060 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.59111 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,630 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $33,458 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.25794 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,918 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $33,386 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.20721 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,929 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $43,428 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.22863 | DistributionYr5Rt |
| Total Distribution | 1.85389 | TotalDistributionRt |
| Average Distribution | 0.37078 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,260 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,321 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,329 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,790 | 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 | $8 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8 | SubtotalAmt |
| Tax Based On Investment Income | $8 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $164 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $164 | TotalPaymentsAndCreditsAmt |
| Overpayment | $156 | OverpaymentAmt |
| Applied To ES Tax | $156 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION MANAGER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126975550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 521 FIFTH AVENUE 24TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 101752499 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ALICE RUBIN | ||||||
| 521 FIFTH AVENUE24TH FL | NEW YORK | NY | 10175 | Secretary | 0.00 | $0 |
| RHODA BLUMBERG | ||||||
| 521 FIFTH AVENUE24TH FLOOR | NEW YORK | NY | 10175 | President | 0.00 | $0 |
| LAWRENCE S BLUMBERG | ||||||
| 521 FIFTH AVENUE24TH FLOOR | NEW YORK | NY | 10175 | Treasurer | 0.50 | $0 |
| LEDA BLUMBERG | ||||||
| 521 FIFTH AVENUE24TH FL | NEW YORK | NY | 10175 | Vice President | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,526 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,829 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,355 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,355 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,260 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $313 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $313 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8 | TotalTaxAmt |
| Distributable Before Adj | $305 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $305 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $305 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,790 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,790 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,782 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $305 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $7,764 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $6,881 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,645 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,790 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $305 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,485 | RemainingDistriFromCorpusAmt |
| Total Corpus | $17,130 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,764 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,366 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $6,881 | ExcessFromYear1Amt |
| Excess From Current Year | $2,485 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RHODA BLUMBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTRAL SYNAGOGUE | |||||||
| 652 Lexington Ave | NEW YORK | NY | 10022 | NONE | PUBLIC | RELIGIOUS | $750 |
| COPLAND HOUSE | |||||||
| 1538 Washington Street | CORTLANDT | NY | 10567 | NONE | PUBLIC | EDUCATION | $790 |
| Westchester Land Trust | |||||||
| 403 Harris Rd | Bedford Hills | NY | 10507 | NONE | PUBLIC | SOCIAL WELFARE | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,940 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $132 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,444 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $132 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,444 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,576 | 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 | HENRY L. KARPF & CO., CPA, PA | CategoryTxt |
| Amt | $1,650 | Amt |
| Net Investment Income | $825 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $825 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EXXON MOBIL - 50 SH BEG / 35 SH END | StockNm |
| EOY Book Value | $44 | EOYBookValueAmt |
| EOYFMV | $3,169 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| AMERICAN LAW MEDIA-PUBLIC NOTICE | $140 | |
| NYS Department of Law | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS EXCISE TAX | CategoryTxt |
| Amt | $150 | Amt |