ELLIOTT FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ELLIOTT FAMILY FOUNDATION INC (EIN 20-2025290)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-11
- IRS object ID
- 201411019349100001
- Schema version
- 2013v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-11T06:37:31-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMBER CASCIO & CO | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 Minuteman Road | AddressLine1 |
| City | Ridgefield | City |
| State | CT | State |
| ZIP Code | 06877 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202025290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELLI | BusinessNameControlTxt |
| Phone | 9147638931 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 EAST RIDGE ROAD | AddressLine1 |
| City | WACCABUC | City |
| State | NY | State |
| ZIP Code | 10597 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ELLIOTT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9147638931 | PhoneNum |
| Signature | 2014-03-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS CASCIO | PreparerPersonNm |
| Phone | 2034315714 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,107,279 | 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 | $84,657 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $31,445 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,445 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $9,534 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $9,534 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $116,102 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,979 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $9,534 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,333 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $150 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $581 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $581 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $260 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $3,324 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $581 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $142,137 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $142,137 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $145,461 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $581 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $142,137 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,359 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,398 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,534 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $297,754 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $219,808 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $219,808 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $814,197 | CorporateStockBOYAmt |
| Corporate Stock EOY | $869,267 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,887,471 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,111,951 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,089,075 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,107,279 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,111,951 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,089,075 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,111,951 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,089,075 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,111,951 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,089,075 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,111,951 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,359 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,483 | OtherIncreasesAmt |
| Subtotal | $1,089,075 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,089,075 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HEINZ H J CO 300 SHS | P | 2012-04-18 | 2013-02-21 | $21,642 | $0 | $15,846 | $5,796 | $0 | $0 | $0 | $5,796 |
| HEINZ H J CO 200 SHS | P | 2012-06-06 | 2013-02-21 | $14,428 | $0 | $10,690 | $3,738 | $0 | $0 | $0 | $3,738 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,534 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $9,534 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $108,539 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,664,791 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065197 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $68,761 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,426,630 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048198 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $53,088 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,702,517 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.031182 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $53,038 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,116,220 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047516 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $101,638 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,287,469 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.078944 | DistributionYr5Rt |
| Total Distribution | 0.271037 | TotalDistributionRt |
| Average Distribution | 0.054207 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,865,978 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $101,149 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $404 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $101,553 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $142,137 | 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 | $404 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $404 | SubtotalAmt |
| Tax Based On Investment Income | $404 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $295 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $109 | AppliedToEsTaxAmt |
| Total Payments And Credits | $404 | TotalPaymentsAndCreditsAmt |
| Applied To ES Tax | $0 | 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 |
| 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 | Yes (true) | 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 | DAVID ELLIOTT | IndividualWithBooksNm |
| Phone | 9147638931 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 EAST RIDGE ROAD | AddressLine1 |
| City | WACCABUC | City |
| State | NY | State |
| ZIP Code | 10597 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID ELLIOTT | ||||||||
| 80 EAST RIDGE RD | WACCABUC | NY | 10597 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| JEANNE ELLIOTT | ||||||||
| 80 EAST RIDGE RD | WACCABUC | NY | 10597 | VP | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,643,493 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $250,901 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,894,394 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,894,394 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,416 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,865,978 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $93,299 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $93,299 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $404 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $404 | TotalTaxAmt |
| Distributable Before Adj | $92,895 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $92,895 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $92,895 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $142,137 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $142,137 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $404 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $141,733 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $92,895 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $142,137 | QualifyingDistributionsAmt |
| Applied To Current Year | $92,895 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $49,242 | RemainingDistriFromCorpusAmt |
| Total Corpus | $49,242 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $49,242 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $49,242 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID ELLIOTT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 EAST RIDGE ROAD | AddressLine1 |
| City | WACCABUC | City |
| State | NY | State |
| ZIP Code | 01597 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9147638931 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| TOWSON UNIVERSITY | ||||||
| 8000 YORK RD | TOWSON | MD | 21252 | 501(c)(3) | EDUCATION | $6,000 |
| SUSAN G KOMEN FOR THE CURE | ||||||
| 5005 LBJ FWY STE 250 | DALLAS | TX | 75244 | 501(c)(3) | EDUCATION | $2,000 |
| PURCHASE COLLEGE | ||||||
| 735 ANDERSON HILL RD | PURCHASE | NY | 10577 | 501(c)(3) | EDUCATION | $9,000 |
| THE AMIRAH & ARIANA COLLEGE FD | ||||||
| 305 DICKSON HILL RD | FAIRFIELD | CA | 94533 | 501(C)3 | EDUCATION | $1,000 |
| PACE UNIVERSITY | ||||||
| 861 BEDFORD RD | PLEASANTVILLE | NY | 10570 | 501(C)3 | EDUCATION | $5,500 |
| CALDWELL COLLEGE | ||||||
| 120 BLOOMFIELD | CARDWELL | NY | 07006 | 501(C)3 | COMMUNITY SERVICESEDUCATION | $5,000 |
| IONA COLLEGE | ||||||
| 715 NORTH AVENUE | NEW ROCHELLE | NY | 10801 | 501(C)3 | EDUCATION | $24,000 |
| COLLEGE OF NEW ROCHELLE | ||||||
| 29 CASTLE PL | NEW ROCHELLE | NY | 10805 | 501 (C) (3) | EDUCATION | $13,000 |
| NATIONAL MS SOCIETY | ||||||
| 733 THIRD AVE | NY | NY | 10017 | 501(C) (3) | WELFARE | $1,000 |
| CALDWELL COLLEGE | ||||||
| 120 BLOOMFIELD | CARDWELL | NY | 07006 | N/A | WELFARE | $5,000 |
| EARLHAM COLLEGE | ||||||
| 801 NATIONAL ROAD WEST | RICHMOND | IN | 47374 | 501 (c) (3) | EDUCATION | $2,200 |
| ST FRANCIS COLLEGE | ||||||
| 180 REMSEN ST | BROOKLYN | NY | 11201 | 501(C) (3) | EDUCATION | $10,000 |
| LA SALLE UNIV | ||||||
| PO BOX 347316 | PITTSBURG | PA | 15251 | 501 (C) 3 | EDUCATION | $22,000 |
| BIKE MS SOCIETY NYC | ||||||
| 733 THIER AVE | NY | NY | 10017 | 501(C)3 | EDUCATION | $750 |
| SIENA COLLEGE | ||||||
| 515 LOUDON RD | LOUNDINVILLE | NY | 12211 | 501(C) 3 | EDUCATION | $25,867 |
| RI COLLEGE | ||||||
| 600 MT PLEASANT AVE | PROVIDENCE | RI | 02908 | 501(C)3 | EDUCATION | $7,500 |
| TOMKINS CORTLAND COMM COLLEGE | ||||||
| 170 NORTH ST | DRYDEN | NY | 13053 | 501 (C)(3) | EDUCATION | $2,320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $142,137 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,445 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,534 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $40,979 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,979 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID ELLIOTT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 E RIDGE RD | AddressLine1 |
| City | SHENOROCK | City |
| State | NY | State |
| ZIP Code | 10587 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $84,657 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 250 SHS PRAXAIR | $31,258 | 2013-12-11 |
| 1 | 300 ISHARES S&P SMALL CAP | $31,479 | 2013-12-11 |
| 1 | 1000 SHS BLACKROCK GLOBAL ALLOCATION FD | $21,920 | 2013-12-11 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AMBER CASCIO & CO. TAX FILING FEES | CategoryTxt |
| Amt | $2,333 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COROPORATE STOCKS | $569,188 | $1,462,167 |
| MUTUAL FUNDS | $300,079 | $425,304 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEE | Desc |
| Revenue And Expenses Per Books | $260 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DISPOSITION DIFFERENCES | Description |
| Amount | $6,483 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH ANNAUL FEE | CategoryTxt |
| Amt | $150 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $581 | Amt |
| Net Investment Income | $581 | NetInvestmentIncomeAmt |