NORDEMANN FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NORDEMANN FOUNDATION INC (EIN 11-2667115)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201421349349101137
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T11:34:09-00:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN REISNER CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 BABYLON TPKE | AddressLine1 |
| City | MERRICK | City |
| State | NY | State |
| ZIP Code | 11566 | 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 | 112667115 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORDEMANN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORD | BusinessNameControlTxt |
| Phone | 5168689500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O REISNER 137 BABYLON TPKE | AddressLine1 |
| City | MERRICK | City |
| State | NY | State |
| ZIP Code | 11566 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HANS NORDEMANN | PersonNm |
| Person Title | TREAS | PersonTitleTxt |
| Signature | 2014-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN REISNER | PreparerPersonNm |
| Phone | 5168689500 | PhoneNum |
| Preparation | 2014-05-14 | PreparationDt |
| 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 | $1,160,587 | 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 | $1,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $19,249 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,249 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $19,249 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,591 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $129,778 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,591 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $714 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $714 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $714 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $46,554 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,554 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $19,963 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $450 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $8,900 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,900 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $8,900 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $380 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $380 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $380 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $100 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $100 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,830 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,830 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $9,830 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $62,330 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,830 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $9,830 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,776 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,724 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,133 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $82,418 | CashBOYAmt |
| Cash EOY | $13,078 | CashEOYAmt |
| Cash EOYFMV | $13,078 | CashEOYFMVAmt |
| Corporate Stock BOY | $717,522 | CorporateStockBOYAmt |
| Corporate Stock EOY | $770,447 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,147,509 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $799,940 | TotalAssetsBOYAmt |
| Total Assets EOY | $783,525 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,160,587 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $35,969 | CapitalStockBOYAmt |
| Capital Stock EOY | $35,969 | CapitalStockEOYAmt |
| Retained Earning BOY | $763,971 | RetainedEarningBOYAmt |
| Retained Earning EOY | $747,556 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $799,940 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $783,525 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $799,940 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $783,525 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $799,940 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,776 | ExcessRevenueOverExpensesAmt |
| Subtotal | $784,164 | SubtotalAmt |
| Other Decreases | $639 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $783,525 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMGN | P | 2009-05-19 | 2013-01-22 | $58,555 | $37,725 | $20,830 | $20,830 |
| EMC | P | 2008-12-31 | 2013-10-25 | $12,050 | $5,250 | $6,800 | $6,800 |
| IBM | P | 2006-03-17 | 2013-07-15 | $19,248 | $8,329 | $10,919 | $10,919 |
| CISCO | P | 2009-03-18 | 2013-09-24 | $13,968 | $9,869 | $4,099 | $4,099 |
| NEWMONT MINING | P | 2010-03-30 | 2013-09-10 | $15,110 | $25,438 | -$10,328 | -$10,328 |
| ISHARES SILVER | P | 2013-04-12 | 2013-07-01 | $10,847 | $17,576 | -$6,729 | -$6,729 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,591 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$6,729 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $52,028 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $971,463 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.053556 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $48,129 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $988,841 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.048672 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $54,883 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $992,346 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.055306 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $45,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $992,858 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.045324 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $39,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,089,862 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.035784 | DistributionYr5Rt |
| Total Distribution | 000.238642 | TotalDistributionRt |
| Average Distribution | 000.047728 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,061,009 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $50,640 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $357 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $50,997 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $52,500 | 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 | $357 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $357 | SubtotalAmt |
| Tax Based On Investment Income | $357 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $357 | TaxDueAmt |
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 | false | 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 | ALAN REISNER CPA | IndividualWithBooksNm |
| Phone | 5168689500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 BABYLON TPKE | AddressLine1 |
| City | MERRICK | City |
| State | NY | State |
| ZIP Code | 11566 | 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 |
| 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 |
| 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 |
|---|---|---|---|---|---|---|
| DEBORAH NORDEMANN | ||||||
| PO BOX 815 | SANTA FE | NM | 87504 | PRES | 010.00 | $0 |
| HANS B H NORDEMANN | ||||||
| 332 SOUTHDOWN RD | HUNTINGTON | NY | 11743 | TREAS | 010.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,029,418 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,748 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,077,166 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,077,166 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,157 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,061,009 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,050 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,050 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $357 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $357 | TotalTaxAmt |
| Distributable Before Adj | $52,693 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $52,693 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $52,693 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $52,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $357 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $52,143 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,693 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $5,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $4,399 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,899 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $52,500 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $193 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $193 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,706 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $9,706 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $5,307 | ExcessFromYear3Amt |
| Excess From Year1 | $4,399 | ExcessFromYear1Amt |
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 | DEBORAH NORDEMANN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 815 | AddressLine1 |
| City | SANTA FE | City |
| State | NM | State |
| ZIP Code | 87504 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6315490505 | RecipientPhoneNum |
| Form And Info And Materials | NOT DEFINED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ACCION INTERNATIONAL | |||||
| 56 ROLAND ST SUITE 300 | BOSTON | MA | 02129 | TO FURTHER EXEMPT PURPOSES | $1,500 |
| AMERICARES | |||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | TO FURTHER EXEMPT PURPOSES | $2,000 |
| ASTHMA AND ALLERGY FOUNDATION | |||||
| 8201 CORPORATE DRIVE SUITE 1000 | LANDOVER | MD | 20785 | TO FURTHER EXEMPT PURPOSES | $850 |
| COUSTEAU SOCIETY | |||||
| PO BOX 2227 | CHESAPEAKE | VA | 23327 | TO FURTHER EXEMPT PURPOSES | $1,500 |
| DOCTORS WITHOUT BORDERS | |||||
| 333 SEVENTH AVE- 2ND FLOOR | NEW YORK | NY | 10001 | TO FURTHER EXEMPT PURPOSES | $4,000 |
| FAMILY SERVICE LEAGUE | |||||
| 790 PARK AVE | HUNTINGTON | NY | 11743 | TO FURTHER EXEMPT PURPOSES | $4,000 |
| FEEDING AMERICA | |||||
| 35 E WACKER DR SUITE 2000 | CHICAGO | IL | 60601 | TO FURTHER EXEMPT PURPOSES | $3,000 |
| GREENBERG BREAST CANCER FOUNDATION | |||||
| 16 EAST 98TH AT APT 1E | NEW YORK | NY | 10029 | TO FURTHER EXEMPT PURPOSES | $10,000 |
| HEART AND SOUL ANIMAL SANTUARY | |||||
| 369 MONTEXUMA AVE 130 | SANTA FE | NM | 87501 | TO FURTHER EXEMPT PURPOSES | $750 |
| HOLE IN THE WALL GANG | |||||
| 555 LONG WHARF DRIVE | NE HAVEN | CT | 06511 | TO FURTHER EXEMPT PURPOSES | $1,500 |
| HOMES FOR OUR TROOPS | |||||
| 6 MAIN ST | TAUNTON | MA | 02780 | TO FURTHER EXEMPT PURPOSES | $650 |
| HUNTINGTON COMMUNITY FIRST AID SQUAD | |||||
| 2 RAILROAD ST | HUNTINGTON | NY | 11746 | TO FURTHER EXEMPT PURPOSES | $1,000 |
| HUNTINGTON FIRE DEPT | |||||
| 1 LEVERICH PL | HUNTINGTON | NY | 11743 | TO FURTHER EXEMPT PURPOSES | $1,000 |
| KNME | |||||
| 1200 UNIVERSITY BLVD NE | ALBUQUERQUE | NM | 87502 | TO FURTHER EXEMPT PURPOSES | $1,000 |
| LA FAMILIA | |||||
| PO BIX 5395 | SANTA FE | NM | 87502 | TO FURTHER EXEMPT PURPOSES | $2,000 |
| LLOYD HARBOR POLICE | |||||
| 380 WEST NECK RD | HUNTINGTON | NY | 11743 | TO FURTHER EXEMPT PURPOSES | $500 |
| MEALS ON WHEELS | |||||
| 423 PARK AVE EAST WING | HUNTINGTON | NY | 11743 | TO FURTHER EXEMPT PURPOSES | $2,500 |
| MEMORIAL SLOAN KETTERING | |||||
| 1725 YORK AVE | NEW YORK | NY | 10021 | TO FURTHER EXEMPT PURPOSES | $1,500 |
| NORTH SHORE LIJ HUNTINGTON HOSPITAL | |||||
| 270 PARK AVE | HUNTINGTON | NY | 11743 | TO FURTHER EXEMPT PURPOSES | $1,000 |
| NY TIMES NEEDIEST CASES FUND | |||||
| 4 CHASE METROTECH CTR 7THE FLR | BROOKLYN | NY | 11245 | TO FURTHER EXEMPT PURPOSES | $2,750 |
| PLAN USA | |||||
| 155 PLAN WAY | WARWICK | RI | 02886 | TO FURTHER EXEMPT PURPOSES | $1,000 |
| SANTA FE OPERA | |||||
| PO BOX 2408 | SANTA FE | NM | 87504 | TO FURTHER EXEMPT PURPOSES | $500 |
| SCHOLARSHIP AMERICA | |||||
| 1550 AMERICAN BLVD EAST SUITE 155 | BLOOMINGTON | MN | 55425 | TO FURTHER EXEMPT PURPOSES | $2,250 |
| SPECIAL OLYMPICS | |||||
| 1133 19THE ST NW 12TH FL | WASHINGTON | DC | 20036 | TO FURTHER EXEMPT PURPOSES | $750 |
| THIRTEEN WNET | |||||
| 450 WEST 33RD ST | NEW YORK | NY | 10001 | TO FURTHER EXEMPT PURPOSES | $1,000 |
| US FUND FOR UNICEF | |||||
| 333 EAST 38TH ST | NEW YORK | NY | 10016 | TO FURTHER EXEMPT PURPOSES | $3,000 |
| WORLD WILDLIFE FUND | |||||
| 1250 TWENTY FOURTH ST NW | WASHINGTON | DC | 20077 | TO FURTHER EXEMPT PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS | Desc |
| Related Or Exempt Function Incm | $1,000 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $19,249 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $25,591 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $46,554 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,554 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT | CategoryTxt |
| Amt | $450 | Amt |
| Net Investment Income | $450 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $450 | AdjustedNetIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| AMGN | 2009-05 | P | 2013-01 | $58,555 | $37,725 | $20,830 |
| EMC | 2008-12 | P | 2013-10 | $12,050 | $5,250 | $6,800 |
| IBM | 2006-03 | P | 2013-07 | $19,248 | $8,329 | $10,919 |
| CISCO | 2009-03 | P | 2013-09 | $13,968 | $9,869 | $4,099 |
| NEWMONT MINING | 2010-03 | P | 2013-09 | $15,110 | $25,438 | -$10,328 |
| ISHARES SILVER | 2013-04 | P | 2013-07 | $10,847 | $17,576 | -$6,729 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 300 shares of AMGEN INC | $14,776 | $34,224 |
| 800 shares of BARRICK GOLD | $30,344 | $14,104 |
| 1000 shares of BRISTOL MYERS SQUIBB | $23,068 | $53,150 |
| 1400 shares of CVS CAREMARK | $44,592 | $100,198 |
| 400 shares of CISCO SYS INC | $6,579 | $8,972 |
| 1000 shares of CORNING NC | $16,673 | $17,820 |
| 500 shares of EMC CORP | $5,250 | $12,575 |
| 1000 shares of GENERAL ELECTRIC | $36,029 | $28,030 |
| 150 shares of GOOGLE INC | $52,086 | $168,106 |
| 1000 shares of INTEL CORP | $14,957 | $25,955 |
| 100 shares of IBM | $8,329 | $18,757 |
| 700 shares of KIMBERLY CLARK | $47,729 | $73,122 |
| 1000 shares of MDU RESOURCES | $18,600 | $30,550 |
| 1000 shares of MICROSOFT CORP | $27,430 | $37,410 |
| 1000 shares of CALPINE | $18,338 | $19,510 |
| 500 shares of ROYAL DUTCH SHELL | $21,682 | $35,635 |
| 1000 shares of SAN JUAN BASIN ROYALTY | $37,880 | $16,740 |
| 1000 shares of SCHLUMBERGER LTD | $38,608 | $90,110 |
| 700 shares of 3M COMPANY | $55,032 | $98,175 |
| 100 shares of WALMART STORES | $5,551 | $7,869 |
| 500 shares of NEWMONT MINING | $25,440 | $11,515 |
| 1000 shares of RIO TINTO PLC | $54,677 | $56,430 |
| 6 shares of ROYAL DUTCH SHELL | $386 | $428 |
| 500 shares of WALMART STORES | $26,874 | $39,345 |
| 200 shares of BARRICK | $3,948 | $3,526 |
| 200 shares of CITIGROUP | $10,423 | $10,422 |
| 400 shares of NUCOR CORP | $18,630 | $21,352 |
| 1000 shares of ENCANA | $17,586 | $18,050 |
| 300 shares of DOW CHEM | $10,482 | $13,320 |
| 150 shares of ROCHE | $9,834 | $10,530 |
| 50 shares of ROCHE | $3,145 | $3,510 |
| 200 shares of EBAY | $10,645 | $10,973 |
| 100 shares of CITIGROUP | $5,051 | $5,211 |
| 200 shares of GLAXOMITH | $10,658 | $10,678 |
| 100 shares of DOW CHEM | $3,875 | $4,440 |
| 400 shares of FREEPORT MCMORAN | $13,904 | $15,096 |
| 100 shares of EBAY | $5,318 | $5,487 |
| 200 shares of EBAY | $10,800 | $10,973 |
| 100 shares of CITIGROUP | $5,238 | $5,211 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL TAXES | Description |
| Amount | $639 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS DEPARTMENT OF LAW | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $100 | AdjustedNetIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Revenue And Expenses Per Books | $714 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $714 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $714 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $8,900 | Amt |
| Net Investment Income | $8,900 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,900 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $380 | Amt |
| Net Investment Income | $380 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $380 | AdjustedNetIncomeAmt |