RUKAL FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RUKAL FOUNDATION INC (EIN 11-3189193)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-09-30
- IRS object ID
- 201542739349100209
- 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
- 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 | 2015-09-30T16:51:29-05:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112336434 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAICH ENDE MALTER AND CO LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 MERRICK AVENUE SUITE 802 | AddressLine1 |
| City | EAST MEADOW | City |
| State | NY | State |
| ZIP Code | 11554 | 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 | 113189193 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUKAL FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUKA | BusinessNameControlTxt |
| Phone | 5162289000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O RENOV 9 BEECHWOOD DRIVE | AddressLine1 |
| City | LAWRENCE | City |
| State | NY | State |
| ZIP Code | 11559 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOVA KATZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5162289000 | PhoneNum |
| Signature | 2015-09-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GIGI BOUDREAUX | PreparerPersonNm |
| PTIN | P00186969 | PTIN |
| Phone | 5162289000 | 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 | $34,130 | 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 | $113,390 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $123 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $123 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,425 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,829 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,425 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,416 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,416 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $138,356 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,966 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Interest Rev And Expnss | $29 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $98 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,893 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $434 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,020 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $434 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $172,791 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $172,791 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $177,811 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $434 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $172,791 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,455 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,532 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $98,908 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,916 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,916 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $33,263 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,263 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $77 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $581 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $137 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $137 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $132,752 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,316 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,130 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $132,752 | RetainedEarningBOYAmt |
| Retained Earning EOY | $67,316 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $132,752 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $67,316 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $132,752 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $67,316 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $132,752 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,455 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $93,297 | SubtotalAmt |
| Other Decreases | $25,981 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $67,316 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | TG THERAPEUTICS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2013-12-06 | AcquiredDt |
| Sold | 2014-09-02 | SoldDt |
| Gross Sales Price | $50,829 | GrossSalesPriceAmt |
| Cost Or Other Basis | $27,404 | CostOrOtherBasisAmt |
| Gain Or Loss | $23,425 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $23,425 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,425 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $115,961 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,781 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 4.174112 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $72,270 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,577 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 4.111623 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $109,148 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,840 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 5.793418 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $110,013 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $49,723 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.212517 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $137,739 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $52,723 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.612503 | DistributionYr5Rt |
| Total Distribution | 18.904173 | TotalDistributionRt |
| Average Distribution | 3.780835 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $35,191 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $133,051 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $245 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $133,296 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $172,791 | 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 | $245 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $245 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $245 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $245 | AppliedToEsTaxAmt |
| Total Payments And Credits | $245 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE ORGANIZATION | IndividualWithBooksNm |
| Phone | 5162289000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O RENOV 9 BEECHWOOD DRIVE | AddressLine1 |
| City | LAWRENCE | City |
| State | NY | State |
| ZIP Code | 11559 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TOVA KATZ | ||||||||
| 1042 READS LANE | FAR ROCAWAY | NY | 11559 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| NATHAN RENOV | ||||||||
| 9 BEECHWOOD DRIVE | LAWRENCE | NY | 11559 | SECRETARY/DIRECTOR | 2.00 | $0 | $0 | $0 |
| KALMAN RENOV | ||||||||
| 9 BEECHWOOD DRIVE | LAWRENCE | NY | 11559 | FOUNDER | 2.00 | $0 | $0 | $0 |
| RUKI RENOV | ||||||||
| 9 BEECHWOOD DRIVE | LAWRENCE | NY | 11559 | FOUNDER | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $77 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,650 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,727 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,727 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $536 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,191 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,760 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,760 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $245 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $245 | TotalTaxAmt |
| Distributable Before Adj | $1,515 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,515 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,515 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $172,791 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $172,791 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $245 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $172,546 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,515 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $137,739 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $107,527 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $109,306 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $71,403 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $115,012 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $540,987 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $172,791 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,515 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $171,276 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $712,263 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $137,739 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $574,524 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $107,527 | ExcessFromYear4Amt |
| Excess From Year3 | $109,306 | ExcessFromYear3Amt |
| Excess From Year2 | $71,403 | ExcessFromYear2Amt |
| Excess From Year1 | $115,012 | ExcessFromYear1Amt |
| Excess From Current Year | $171,276 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KALMAN RENOV | ContributingManagerNm |
| Contributing Manager | RUKI RENOV | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVAILABLE UPON REQUEST | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 BEECHWOOD DRIVE | AddressLine1 |
| City | LAWRENCE | City |
| State | NY | State |
| ZIP Code | 11559 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARITIES | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO ENABLE CHARITABLE ORGANIZATIONS TO CONTINUE TO OPERATE THEIR MISSIONS. | GrantOrContributionPurposeTxt |
| Amt | $172,791 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $172,791 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $123 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,416 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,425 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,966 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,966 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| BEECHWOOD VENTURES LLC | |||||||
| 1 | 9 BEECHWOOD DRIVE | LAWRENCE | NY | 11559 | $16,000 | Yes (X) | |
| KALMAN RUKI RENOV | |||||||
| 2 | 9 BEECHWOOD DRIVE | LAWRENCE | NY | 11559 | $20,000 | Yes (X) | |
| RUKI RENOV RESIDENCE TRUST | |||||||
| 3 | 9 BEECHWOOD DRIVE | LAWRENCE | NY | 11559 | $25,000 | Yes (X) | |
| RENOV INVESTMENTS LLC | |||||||
| 4 | 9 BEECHWOOD DRIVE | LAWRENCE | NY | 11559 | $52,390 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 4 | ContributorNum |
| Noncash Property | 6,200 SHARES TG THERAPEUTICS INC | NoncashPropertyDesc |
| Fair Market Value | $52,390 | FairMarketValueAmt |
| Received | 2014-09-02 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 25 SHS - ORCHESTRA THERAPEUTICS INC | $11,158 | $0 |
| 10,000 SHS - NOVADEL PHARMA INC | $22,105 | $77 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ITX ENERG LTD | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $137 | BookValueAmt |
| EOYFMV | $137 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| BOOK TO TAX CAPITAL GAIN DIFFERENCE | $24,987 |
| PASSTHRU BOOK TO TAX DIFFERENCE | $994 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $359 | $0 | $0 |
| ACTIVITY IN K-1S | $434 | $434 | $0 |
| ACCOUNTING FEES | $4,100 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM K-1 | Desc |
| Revenue And Expenses Per Books | $1,416 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,416 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,416 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FILING FEES | CategoryTxt |
| Amt | $98 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |