MICHAEL CHERNOW TRUST FBO CHARITY C-2: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL CHERNOW TRUST FBO CHARITY C-2 (EIN 13-6758228)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-03
- IRS object ID
- 201423079349100512
- 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
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-03T09:14:03-08:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORDON S OPPENHEIMER | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 HOWELL AVENUE | AddressLine1 |
| City | LARCHMONT | City |
| State | NY | State |
| ZIP Code | 105383249 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136758228 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael Chernow Trust fbo Charity C-2 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 9148341900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBox 197 | AddressLine1 |
| City | Larchmont | City |
| State | NY | State |
| ZIP Code | 105380197 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN P KRASNER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9148341900 | PhoneNum |
| Signature | 2014-09-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GORDON S OPPENHEIMER | PreparerPersonNm |
| Phone | 9148341900 | 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 | $371,962 | 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 |
| Dividends Rev And Expnss | $7,224 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,224 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $54,912 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,224 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,136 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,465 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $586 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $879 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,683 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,473 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,210 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,321 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,321 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $454 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $99 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $355 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,397 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,397 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $154 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $143 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,474 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,490 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,984 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $82,474 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,490 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,984 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$75,250 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,646 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $90 | CashBOYAmt |
| Cash EOY | $90 | CashEOYAmt |
| Cash EOYFMV | $90 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,068 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,319 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,319 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $251,239 | CorporateStockBOYAmt |
| Corporate Stock EOY | $230,371 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $370,153 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $120 | OtherAssetsBOYAmt |
| Other Assets EOY | $400 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $400 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $252,517 | TotalAssetsBOYAmt |
| Total Assets EOY | $232,180 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $371,962 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $252,517 | CapitalStockBOYAmt |
| Capital Stock EOY | $232,180 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $252,517 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $232,180 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $252,517 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $232,180 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $252,517 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$75,250 | ExcessRevenueOverExpensesAmt |
| Other Increases | $54,913 | OtherIncreasesAmt |
| Subtotal | $232,180 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $232,180 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | See Attached Schedule | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2004-06-23 | AcquiredDt |
| Sold | 2014-06-30 | SoldDt |
| Gross Sales Price | $127,817 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $72,905 | CostOrOtherBasisAmt |
| Gain Or Loss | $54,912 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $54,912 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,912 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $50,145 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $350,085 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.143237 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $99,322 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $383,101 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.259258 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $38,589 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $457,270 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.084390 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $159,496 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $481,296 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.331389 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $192,117 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $697,994 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.275242 | DistributionYr5Rt |
| Total Distribution | 1.093516 | TotalDistributionRt |
| Average Distribution | 0.218703 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $359,893 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $78,710 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $506 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $79,216 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $70,984 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,013 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,013 | SubtotalAmt |
| Tax Based On Investment Income | $1,013 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $400 | OriginalReturnTaxPaidAmt |
| Tax Due | $613 | TaxDueAmt |
| 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gordon S Oppenheimer Esq | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9148341900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Howell Avenue | AddressLine1 |
| City | Larchmont | City |
| State | NY | State |
| ZIP Code | 10538 | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| LYNN STREIM | ||||||||
| Box 197 | Larchmont | NY | 105380197 | Trustee | 5.00 | $586 | $0 | $0 |
| MARTIN P KRASNER | ||||||||
| Box 197 | Larchmont | NY | 105380197 | Trustee | 3.00 | $293 | $0 | $0 |
| EDWARD STREIM | ||||||||
| Box 197 | Larchmont | NY | 105380197 | Trustee | 5.00 | $586 | $0 | $7,397 |
| 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 | $358,605 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,769 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $365,374 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $365,374 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,481 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $359,893 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,995 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,995 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,013 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,013 | TotalTaxAmt |
| Distributable Before Adj | $16,982 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $16,982 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $16,982 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,984 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $70,984 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $70,984 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,982 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $157,217 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $136,051 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,369 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $80,403 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $32,996 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $423,036 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $70,984 | QualifyingDistributionsAmt |
| Applied To Current Year | $16,982 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $54,002 | RemainingDistriFromCorpusAmt |
| Total Corpus | $477,038 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $157,217 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $319,821 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $136,051 | ExcessFromYear4Amt |
| Excess From Year3 | $16,369 | ExcessFromYear3Amt |
| Excess From Year2 | $80,403 | ExcessFromYear2Amt |
| Excess From Year1 | $32,996 | ExcessFromYear1Amt |
| Excess From Current Year | $54,002 | 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 | GORDON S OPPENHEIMER ESQ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 197 | AddressLine1 |
| City | Larchmont | City |
| State | NY | State |
| ZIP Code | 105380197 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9148341900 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| American Heart Association | ||||||
| 7272 Greenville Ave | Dallas | TX | 75231 | T/E | Gen'l Charitable | $5,000 |
| Int'l Rett Syndrome Fndtn | ||||||
| 4600 Devitt Drive | Cincinnati | OH | 45246 | T/E | Gen'l Charitable | $4,000 |
| St Jude Children's Center | ||||||
| 501 St Jude Place | Memphis | TN | 38105 | T/E | Gen'l Charitable | $5,000 |
| The Winstar Institute | ||||||
| 3601 Spruce St | Philadelphia | PA | 19104 | T/E | Gen'l Charitable | $20,000 |
| Save the Children | ||||||
| 54 Wilton Road | Westport | CT | 06880 | T/E | Gen'l Charitable | $5,000 |
| The Macula Foundation Inc | ||||||
| 210 East 64th Street | New York | NY | 10065 | T/E | Gen'l Charitable | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,224 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $54,912 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $62,136 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,136 | 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 | Gordon S. Oppenheimer Accounting & Legal Services | CategoryTxt |
| Amt | $13,683 | Amt |
| Net Investment Income | $5,473 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,210 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| State Filing Fees | $100 | $100 | |
| Legal Notice | $43 | $43 | |
| Bank Fees | $11 | $11 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Gain on Capital Sales | $54,912 |
| Rounding Adjustment | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Neuberger & Berman Investment Advisory Fees | CategoryTxt |
| Amt | $5,321 | Amt |
| Net Investment Income | $5,321 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Excise Tax | $355 | $355 | |
| Foreign Inc W/H Tax | $99 | $99 |