VICTOR AND PEARL TUMPEER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- VICTOR AND PEARL TUMPEER FOUNDATION (EIN 36-6102201)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-23
- IRS object ID
- 201411139349100621
- Schema version
- 2013v3.0
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-23T15:51:36-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133905748 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEIN DEVISSER MINTZ PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 WEST 38TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10018 | 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 | 366102201 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICTOR AND PEARL TUMPEER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VICT | BusinessNameControlTxt |
| Phone | 9736698573 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WEST ROAD | AddressLine1 |
| City | WEST ORANGE | City |
| State | NJ | State |
| ZIP Code | 07052 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD TRENK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9736698573 | PhoneNum |
| Signature | 2014-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT L STEIN | PreparerPersonNm |
| PTIN | P00301110 | PTIN |
| Phone | 2127193046 | PhoneNum |
| Preparation | 2014-04-23 | PreparationDt |
| 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 | $1,316,726 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,339 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,339 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,113 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,113 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,625 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $817,044 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,827 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,452 | 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 |
| Legal Fees Rev And Expnss | $6,012 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,012 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,652 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $826 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $826 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,432 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,432 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $518 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $268 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,614 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,526 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,088 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $58,440 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $58,440 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $79,054 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,526 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,528 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$60,227 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,926 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $330,139 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,918 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,918 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $31,352 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,352 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $46,199 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $850,065 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,087,059 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,237,609 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,211,556 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,151,329 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,316,726 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $365,128 | CapitalStockBOYAmt |
| Capital Stock EOY | $365,128 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $846,428 | RetainedEarningBOYAmt |
| Retained Earning EOY | $786,201 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,211,556 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,151,329 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,211,556 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,151,329 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,211,556 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$60,227 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,151,329 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,151,329 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTURY INVESTMENTS | P | 2013-01-01 | 2013-12-12 | $9,772 | $10,037 | -$265 | -$265 |
| BLACKROCK FUNDS II | P | 2013-01-01 | 2013-05-07 | $13,019 | $13,025 | -$6 | -$6 |
| PIMCO FDS PAC INVT / MGMT SER LOW DURATION FD | P | 2013-01-01 | 2013-08-14 | $96,513 | $98,667 | -$2,154 | -$2,154 |
| PIMCO FDS PAC INVT / MGMT SER TOTAL RETURN FD | P | 2013-01-01 | 2013-04-02 | $98,714 | $99,102 | -$388 | -$388 |
| PIMCO FDS PAC INVT / MGMT SER-COMMODITY REAL RETURN START FD | P | 2013-01-01 | 2013-08-14 | $36,389 | $43,283 | -$6,894 | -$6,894 |
| APPLE BANK FOR SVNGS CD/CPN 0.3% DUE 03/19/13 | P | 2013-01-14 | 2013-03-19 | $10,000 | $10,000 | $0 | $0 |
| APPLE BANK FOR SVNGS CD/CPN 0.4% DUE 03/19/13 | P | 2012-12-26 | 2013-02-06 | $99,959 | $100,000 | -$41 | -$41 |
| BBCN BANK CD/CPN 0.3% DUE 05/21/13 | P | 2012-12-26 | 2013-05-21 | $10,000 | $10,000 | $0 | $0 |
| BEAL BANK USA CD/CPN 0.3% DUE 05/08/13 | P | 2012-12-26 | 2013-05-08 | $36,000 | $36,000 | $0 | $0 |
| DISCOVER BANK CD/CPN 0.5% DUE 07/03/13 | P | 2012-12-26 | 2013-02-06 | $46,971 | $46,989 | -$18 | -$18 |
| FRANKLIN SECURITY BK CD/ CPN 0.3% DUE 06/28/13 | P | 2012-10-05 | 2013-06-28 | $83,000 | $83,000 | $0 | $0 |
| GE CAPITAL BANK CD/ CPN 0.45% DUE 08/09/13 | P | 2012-09-27 | 2013-08-09 | $10,000 | $10,000 | $0 | $0 |
| GE CAPITAL RETAIL BK CD/CPN 0.3% DUE 04/12/13 | P | 2012-10-05 | 2013-04-12 | $67,000 | $67,000 | $0 | $0 |
| GOLDMAN SACHS BK USA CD/ CPN 0.45% DUE 01/11/13 | P | 2012-09-27 | 2013-01-11 | $50,000 | $50,000 | $0 | $0 |
| GOLDMAN SACHS BK USA CD/ CPN 0.6% DUE 08/08/13 | P | 2012-09-27 | 2013-08-08 | $10,000 | $10,000 | $0 | $0 |
| JOHN HANCOCK LIFE INS CO/CPN 4.65% DUE 02/15/13 | P | 2013-01-14 | 2013-02-15 | $25,000 | $25,085 | -$85 | -$85 |
| PEPSICO INC/CPN 4.65% DUE 02/15/13 | P | 2013-01-14 | 2013-02-15 | $50,000 | $50,172 | -$172 | -$172 |
| US BANCORP/CPN 2.125% DUE 02/15/13 | P | 2013-01-14 | 2013-02-15 | $15,000 | $15,021 | -$21 | -$21 |
| THORNBURG INCOME TR | P | 2012-08-21 | 2013-12-31 | $15,000 | $15,288 | -$288 | -$288 |
| BEAL BK USA CD/CPN 0.5% DUE 10/02/13 | P | 2012-09-27 | 2013-10-02 | $30,000 | $30,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $4,707 | $4,707 | $4,707 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,625 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $50,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $697,202 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.071715 | DistributionYr1Rt |
| Total Distribution | 0.071715 | TotalDistributionRt |
| Average Distribution | 0.071715 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,274,266 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $91,384 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $109 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $91,493 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $65,528 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $219 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $219 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $219 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $219 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD TRENK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9736698573 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WEST ROAD | AddressLine1 |
| City | WEST ORANGE | City |
| State | NJ | State |
| ZIP Code | 07052 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD TRENK | ||||||||
| 10 WEST ROAD | WEST ORANGE | NJ | 07052 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PERA LEE TRENK | ||||||||
| 800 FIFTH AVENUE 4B | NEW YORK | NY | 10065 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MICHAEL TRENK | ||||||||
| 201 W 70TH STREET APT 7F | NEW YORK | NY | 10023 | TRUSTEE | 0.00 | $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 |
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 | $1,087,143 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $206,528 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,293,671 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,293,671 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,405 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,274,266 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,713 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,713 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $219 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $219 | TotalTaxAmt |
| Distributable Before Adj | $63,494 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $63,494 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $63,494 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,528 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $65,528 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $65,528 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,494 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $15,217 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,217 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $65,528 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $63,494 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,034 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,251 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,251 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $15,217 | ExcessFromYear1Amt |
| Excess From Current Year | $2,034 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NEW YORK STEM CELL FOUNDATION | |||||||
| 178 COLUMBUS AVENUE | NEW YORK | NY | 10023 | NONE | 501C3 | GRANT FOR SCIENTIFIC RESEARCH | $50,000 |
| OFFICE OF THE DISTRICT ATTORNEY KINGS COUNTY | |||||||
| 350 JAY STREET 10 | NEW YORK | NY | 11201 | NONE | GRANT FOR DOMESTIC VIOLENCE PROGRAM | $8,440 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $58,440 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $1,339 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $23,113 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$5,625 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $18,827 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,827 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3&4 | THE INCOME EARNED FROM SECURITIES WAS USED TO FURTHER THE FOUNDATION'S |
| 8 | EDUCATIONAL AND SCIENTIFIC RESEARCH GOALS. |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,652 | Amt |
| Net Investment Income | $826 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $826 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $31,352 | EOYBookValueAmt |
| EOYFMV | $46,199 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $1,087,059 | $1,237,609 |
| CERTIFICATES OF DEPOSIT | AT COST | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,012 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,012 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $268 | $268 | $0 |
| STATE REGISTRATION FEES | $250 | $0 | $250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $12,432 | Amt |
| Net Investment Income | $12,432 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |