VAN PELTBASS FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- VAN PELTBASS FOUNDATION (EIN 22-2188191)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-02-15
- IRS object ID
- 201410489349100151
- Schema version
- 2012v2.1
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-15T08:55:52-06:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222428965 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 FIFTH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100174683 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222188191 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VAN PELTBASS FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | (FORMERLY VAN PELT FOUNDATION) | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | VANP | NameControl |
| Phone | 9174884092 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O LBASS 11 EAST 86TH STREET NO 11 | AddressLine1 |
| Address Line2 | A | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10028 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAWRENCE D BASS | Name |
| Title | PRESIDENT | Title |
| Phone | 9174884092 | Phone |
| Date Signed | 2014-02-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAWRENCE BASS | Name |
| PTIN | P00451513 | PTIN |
| Phone | 2126971000 | Phone |
| Date Prepared | 2014-02-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2127285 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 62200 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 62200 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 52805 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1161960 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 52805 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 115005 | TotalRevenueAndExpenses |
| Total Net Investment Income | 115005 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 20450 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 10225 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 19579 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 19579 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1720 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1720 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 3910 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 25 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 45684 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 31524 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 82516 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 82516 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 128200 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 31524 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 82516 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -13195 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 83481 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 4137 | CashBOY |
| Cash EOY | 17235 | CashEOY |
| Cash EOYFMV | 17235 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 82370 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 49677 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 49677 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 203487 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 95677 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 92445 | InvestmentsGovtObligEOYFMV |
| Investments Other BOY | 1577938 | InvestmentsOtherBOY |
| Investments Other EOY | 1692148 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1967928 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1867932 | TotalAssetsBOY |
| Total Assets EOY | 1854737 | TotalAssetsEOY |
| Total Assets EOYFMV | 2127285 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1867932 | RetainedEarningsBOY |
| Retained Earnings EOY | 1854737 | RetainedEarningsEOY |
| Total Net Assets BOY | 1867932 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1854737 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1867932 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1854737 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1867932 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -13195 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1854737 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1854737 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| SEE ATTACHED SCHEDULE #1 | P | 55909 | 54709 | 1200 | 1200 |
| SEE ATTACHED SCHEDULE #1 | P | 119356 | 109138 | 10218 | 10218 |
| SEE ATTACHED SCHEDULE #2 | P | 465134 | 470771 | -5637 | -5637 |
| SEE ATTACHED SCHEDULE #2 | P | 521561 | 474537 | 47024 | 47024 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 52805 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 43086 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1999973 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.021543 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 41046 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1842590 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.022276 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 281983 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2000525 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.140954 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 3824966 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4307216 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.888037 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 294200 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5702067 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051595 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.124405 | TotalDistributionRatio |
| Average Distribution Ratio | 0.224881 | AverageDistributionRatio |
| Net Noncharitable Assets | 2024916 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 455365 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 835 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 456200 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 82516 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1670 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1670 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1670 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 260 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 260 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 17 | PenaltyForUnderpayment |
| Tax Due | 1427 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NJ | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | LAWRENCE BASS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9174884092 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 EAST 86TH STREET APT 11 A | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10028 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE D BASS | ||||||||
| 11 E86TH ST | NEW YORK | NY | 10028 | PRESIDENT | 2.00 | 0 | 0 | 0 |
| SANDRA BASS | ||||||||
| 11 E86TH ST | NEW YORK | NY | 10028 | SECRETARY & TREASURER | 1.00 | 0 | 0 | 0 |
| MARISA BASS | ||||||||
| 11 E86TH ST | NEW YORK | NY | 10028 | VICE PRESIDENT | 1.00 | 0 | 0 | 0 |
| AMANDA BASS | ||||||||
| 11 E86TH ST | NEW YORK | NY | 10028 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| ARNOLD SPIEGEL | ||||||||
| 1065 PARK AVENUE | NEW YORK | NY | 10128 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1998162 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 57590 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2055752 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2055752 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 30836 | CashDeemedCharitable |
| Net Noncharitable Assets | 2024916 | NetNoncharitableAssets |
| Minimum Investment Return | 101246 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 101246 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1670 | TaxBasedOnInvestmentIncome |
| Total Tax | 1670 | TotalTax |
| Distributable Amount Before Adj | 99576 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 99576 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 99576 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 82516 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 82516 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 82516 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 99576 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 3526038 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 182149 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 3708187 | TotalExcessDistriCarryover |
| Qualifying Distributions | 82516 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 82516 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 17060 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 17060 | ExcessDistriCyovAppliedCY |
| Total Corpus | 3691127 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 3691127 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 3508978 | ExcessFromYear4 |
| Excess From Year3 | 182149 | ExcessFromYear3 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BIG APPLE CIRCUS | |||||||
| 505 EIGHT AVENUE | NEW YORK | NY | 10018 | NONE | GENERAL | CHARITABLE | $1,000 |
| BOCA HELPING HANDS | |||||||
| 1500 NW 1ST COURT | BOCA RATON | FL | 33432 | NONE | GENERAL | CHARITABLE | $500 |
| COPLAND HOUSE | |||||||
| P O BOX 2177 | PEEKSKILL | NY | 10566 | NONE | GENERAL | CHARITABLE | $500 |
| DEMAREST UNITED METHODIST CHURCH | |||||||
| 109 HARDENBURGH AVENUE | DEMAREST | MD | 21218 | NONE | GENERAL | CHARITABLE | $10,000 |
| HILLEL AT JOHNS HOPKINS UNIVERSITY | |||||||
| 3109 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | GENERAL | CHARITABLE | $540 |
| HORSES AND THE HANDICAPPED | |||||||
| PO BOX 273542 | BOCA RATON | FL | 33427 | NONE | GENERAL | CHARITABLE | $1,000 |
| JOHN HOPKINS UNIVERSITY | |||||||
| 3400 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | NONE | GENERAL | CHARITABLE | $7,500 |
| SEQNN (AMISTAD) | |||||||
| 92-31 UNION HALL STREET - 3RD FL | NEW YORK | NY | 10024 | NONE | GENERAL | CHARITABLE | $200 |
| TEMPLE SHAARAY TEFILA | |||||||
| 250 EAST 79TH STREET | NEW YORK | NY | 10021 | NONE | GENERAL | CHARITABLE | $3,176 |
| TRUSTEES OF THE UNIVERSITY OF PA | |||||||
| 3451 WALNUT STREET | PHILADELPJIA | PA | 19104 | NONE | GENERAL | CHARITABLE | $50,000 |
| NY HOSPITAL CORNELL MEDICAL CENTER | |||||||
| 1305 YORK AVE | NEW YORK | NY | 10021 | NONE | GENERAL | MEDICAL RESEARCH | $7,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10021 | NONE | GENERAL | CHARITABLE | $400 |
| KAREN HORNEY CLINIC INC | |||||||
| 329 E 62ND ST | NEW YORK | NY | 10065 | NONE | GENERAL | CHARITABLE | $500 |
| WHITE PLAINS HIGH SCHOOL | |||||||
| 550 NORTH STREET | WHITE PALINS | NY | 10605 | NONE | GENERAL | 50TH REUNION FUND - EDUCATIONAL | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 82516 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $62,200 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $52,805 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $115,005 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 115005 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $20,450 | Amount |
| Net Investment Income | 10225 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 95677 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 92445 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| COMMON STOCK | AT COST | 776491 | 1000144 |
| MUTUAL FUNDS | AT COST | 694250 | 750443 |
| EXCHANGE-TRADED & CLOSED-END FUNDS | AT COST | 221407 | 217341 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NJ REGISTRATION | Description |
| Revenue And Expenses Per Books | 25 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $19,579 | Amount |
| Net Investment Income | 19579 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | Category |
| Amount | $1,720 | Amount |
| Net Investment Income | 1720 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |