SKERRYVORE FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SKERRYVORE FOUNDATION INC (EIN 13-6114309)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-03-06
- IRS object ID
- 201420659349100802
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-03-06T15:47:55-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270120069 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COOPERSMITH SIMON &VOGEL PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CHARLES LINDBERGH BLVD STE 605 | AddressLine1 |
| City | UNIONDALE | City |
| State | NY | State |
| ZIP Code | 11553 | 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 | 136114309 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SKERRYVORE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SKER | BusinessNameControlTxt |
| Phone | 9147307050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O COOPERSMITH SIMON VOGEL 50 CHAS | AddressLine1 |
| Address Line2 | LINDBERGH NO 605 | AddressLine2 |
| City | UNIONDALE | City |
| State | NY | State |
| ZIP Code | 11553 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN R ROBINSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5164835800 | PhoneNum |
| Signature | 2014-02-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFERY S COOPERSMITH | PreparerPersonNm |
| PTIN | P01293530 | PTIN |
| Phone | 5164835800 | PhoneNum |
| 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 | $1,182,734 | 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 | $520 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $520 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,103 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,103 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $591 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $591 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $591 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,214 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,214 | 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 |
| Taxes Rev And Expnss | $308 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $308 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $343 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $343 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $651 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $651 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $87,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $87,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $87,651 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $651 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $87,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$81,437 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,563 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,054,704 | CashBOYAmt |
| Cash EOY | $6,993 | CashEOYAmt |
| Cash EOYFMV | $6,993 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $965,628 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $965,628 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $78,684 | CorporateStockBOYAmt |
| Corporate Stock EOY | $82,398 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $210,113 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,133,388 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,055,019 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,182,734 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,366,390 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,366,390 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$233,002 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$311,371 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,133,388 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,055,019 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,133,388 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,055,019 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,133,388 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$81,437 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,068 | OtherIncreasesAmt |
| Subtotal | $1,055,019 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,055,019 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| TOOTSIE ROLL | P | 2001-01-01 | 2013-04-10 | $3 | $3 | $3 |
| BP PLC SPON | P | 2001-01-01 | 2013-06-27 | $22 | $22 | $22 |
| ROYAL DUTCH | P | 2001-01-01 | 2013-07-03 | $52 | $52 | $52 |
| BP PLC SPON | P | 2001-01-01 | 2013-09-26 | $36 | $36 | $36 |
| BP PLC SPON | P | 2001-01-01 | 2013-12-26 | $27 | $27 | $27 |
| ROYAL DUTCH | P | 2001-01-01 | 2013-12-31 | $35 | $35 | $35 |
| FIDELITY | P | 2001-01-01 | 2013-12-31 | $416 | $416 | $416 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $591 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $113,077 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,116,396 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.101288 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $64,186 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,242,727 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051649 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $81,184 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,395,416 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058179 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $73,165 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,469,387 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049793 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $73,074 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,497,487 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048798 | DistributionYr5Rt |
| Total Distribution | 0.309707 | TotalDistributionRt |
| Average Distribution | 0.061941 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,166,139 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $72,232 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $56 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $72,288 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $87,000 | 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 | $56 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $56 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $56 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $56 | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | JOHN R ROBINSON ESQ | IndividualWithBooksNm |
| Phone | 5164835800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CSVPC 50 CHARLES LINDBERGH BLVD STE | AddressLine1 |
| Address Line2 | 605 | AddressLine2 |
| City | UNIONDALE | City |
| State | NY | State |
| ZIP Code | 11553 | 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 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JOHN R ROBINSON | |||||||||
| C/O CSV CPAS 50 CHARLES LINDBERGH | BLVD | UNIONDALE | NY | 11553 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| ABIGAIL ROBINSON BOWERS | |||||||||
| C/O CSV CPAS 50 CHARLES LINDBERGH | BLVD | UNIONDALE | NY | 11553 | SECRETARY | 10.00 | $0 | $0 | $0 |
| CHRISTOPHER ROBINSON | |||||||||
| C/O CSV CPAS 50 CHARLES LINDBERGH | BLVD | UNIONDALE | NY | 11553 | SECRETARY | 10.00 | $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 | $193,430 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $990,467 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,183,897 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,183,897 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,758 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,166,139 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,307 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,307 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $56 | TotalTaxAmt |
| Distributable Before Adj | $58,251 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,251 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,251 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $87,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $87,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $56 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $86,944 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,251 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $2,482 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,482 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $87,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58,251 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,749 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $31,231 | 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 | $31,231 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $2,482 | ExcessFromYear1Amt |
| Excess From Current Year | $28,749 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFERY S COOPERSMITH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CHARLES LINDBERGH BLVD STE 605 | AddressLine1 |
| City | UNIONDALE | City |
| State | NY | State |
| ZIP Code | 11553 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5164835800 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SAIL NEWPORT | |||||||
| 60 FORT ADAMS DRIVE | NEWPORT | RI | 02840 | NONE | 501 (C) | GENERAL | $15,000 |
| CENTRAL PARK CONSERVANCY | |||||||
| 36 WEST 110TH STREET | NEW YORK | NY | 10026 | NONE | 501 (C) | GENERAL | $12,500 |
| FAMILY CENTER BENEFIT | |||||||
| 40 ARCH STREET | GREENWICH | CT | 06830 | NONE | 501 (C) | GENERAL | $10,000 |
| PORTLAND MUSEUM OF ART | |||||||
| 7 CONGRESS SQUARE | PORTLAND | ME | 04101 | NONE | 501 (C) | GENERAL | $5,000 |
| KENTS HILL SCHOOL | |||||||
| 1614 MAIN STREET ROUTE 17 | KENTS HILL | ME | 04349 | NONE | 501 (C) | GENERAL | $5,000 |
| KENTS HILL SCHOOL | |||||||
| 1614 MAIN STREET ROUTE 17 | KENTS HILL | ME | 04349 | NONE | 501 (C) | GENERAL | $5,000 |
| PORTLAND PORPOISES SWIM CLUB | |||||||
| PO BOX 3817 | PORTLAND | ME | 04104 | NONE | 501 (C) | GENERALGENERAL | $3,000 |
| FAMILY CENTER BENEFIT | |||||||
| PO BOX 912418 | GREENWICH | CT | 06830 | NONE | 501 (C) | GENERAL | $6,000 |
| COMMUNITY MUSIC CENTER OF MAINE | |||||||
| 317 MAIN ST | YARMOUTH | ME | 04096 | NONE | 501 (C) | GENERAL | $15,000 |
| PORTLAND ROTARY CLUB | |||||||
| PO BOX 1755 | PORTLAND | ME | 04104 | NONE | 501 (C) | GENERAL | $1,500 |
| ROCK END ART BARN | |||||||
| 5 MEDFORD ST | ARLINGTON | MA | 02474 | NONE | 501 (C) | GENERAL | $8,000 |
| HEWNOAKS | |||||||
| ROAD NUMBER 24 | LOVELL | ME | 04051 | NONE | 501 (C) | GENERAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $87,000 | 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 | $520 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,103 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $591 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,214 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,214 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 190 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CITI BROKERAGE | $77,322 | $203,120 |
| FIDELITY | $5,076 | $6,993 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT CUSTODY FEES | Desc |
| Revenue And Expenses Per Books | $343 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $343 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK TO TAX ADJUSTMENT | Description |
| Amount | $3,068 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $235 | $235 | $0 |
| EXCISE TAX | $73 | $73 | $0 |