MILLS FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MILLS FAMILY FOUNDATION INC (EIN 52-2280710)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201441339349100539
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T07:57:57-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHULMAN BLACK & KATZ LLP CPA'S | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 ROUTE 304 | AddressLine1 |
| City | NEW CITY | City |
| State | NY | State |
| ZIP Code | 109563035 | 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 | 522280710 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Mills Family Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 9149680060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 Fanshaw Avenue | AddressLine1 |
| City | Yonkers | City |
| State | NY | State |
| ZIP Code | 10705 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH MILLS JOHNSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9149680060 | PhoneNum |
| Signature | 2014-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOEL BLACK CPA | PreparerPersonNm |
| Phone | 8456384600 | 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 | $2,207,243 | 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 | $23,610 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,610 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,974 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,974 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $121,095 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $855,761 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $173,679 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,584 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $7,000 | AccountingFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $1,496 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,936 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $10,599 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,599 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $21,031 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,599 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $99,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $99,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $120,531 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,599 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $99,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $53,148 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,985 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $70,264 | CashBOYAmt |
| Cash EOY | $134,128 | CashEOYAmt |
| Cash EOYFMV | $134,128 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $50,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,000 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $272,216 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $279,413 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $277,207 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $922,478 | CorporateStockBOYAmt |
| Corporate Stock EOY | $931,242 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,633,713 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $104,750 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $77,500 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $112,195 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,419,708 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,472,283 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,207,243 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,419,708 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,472,283 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,419,708 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,472,283 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,419,708 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,472,283 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,419,708 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $53,148 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$573 | OtherIncreasesAmt |
| Subtotal | $1,472,283 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,472,283 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $80,008 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,890,835 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042314 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $88,056 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,875,602 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046948 | DistributionYr2Rt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $1,498,529 | NetVlNoncharitableAssetsYr4Amt |
| Adjusted Qlfy Distri Yr5 | $96,379 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,874,496 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051416 | DistributionYr5Rt |
| Total Distribution | 0.140678 | TotalDistributionRt |
| Average Distribution | 0.035170 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,060,149 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $72,455 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $420 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $72,875 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $99,500 | 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 | $420 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $420 | SubtotalAmt |
| Tax Based On Investment Income | $420 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $420 | 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 | DC | 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 | JUDITH MILLS-JOHNSON | IndividualWithBooksNm |
| Phone | 9149680181 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 Fanshaw Avenue | AddressLine1 |
| City | Yonkers | City |
| State | NY | State |
| ZIP Code | 10705 | 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 |
|---|---|---|---|---|---|---|---|---|
| JUDITH MILLS-JOHNSON | ||||||||
| 25 Fanshaw Avenue | Yonkers | NY | 10705 | Pres/Treas | 5.00 | $0 | $0 | $0 |
| JOAN MILLS BUSKO | ||||||||
| Durham | Durham | NC | 27707 | Vice Pres | 1.00 | $0 | $0 | $0 |
| RICHARD MILLS | ||||||||
| McLean | McLean | VA | 22101 | Vice-Pres | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,939,326 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $152,196 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,091,522 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,091,522 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,373 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,060,149 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,007 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,007 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $420 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $420 | TotalTaxAmt |
| Distributable Before Adj | $102,587 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $102,587 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $102,587 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $99,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $99,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $420 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $99,080 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $102,587 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $94,050 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr4 | $72,500 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $88,500 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $80,500 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $241,500 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $99,500 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $99,500 | RemainingDistriFromCorpusAmt |
| Total Corpus | $341,000 | TotalCorpusAmt |
| Taxable2 | $94,050 | Taxable2Amt |
| Undistributed Income CY | $102,587 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $341,000 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $72,500 | ExcessFromYear4Amt |
| Excess From Year2 | $88,500 | ExcessFromYear2Amt |
| Excess From Year1 | $80,500 | ExcessFromYear1Amt |
| Excess From Current Year | $99,500 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Arena Stage | ||||||
| 1101 Sixth Street SW | Washington | DC | 20024 | PublicCharity | Charitable | $5,000 |
| Greystone Foundation | ||||||
| 21 Park Avenue | Yonkers | NY | 10703 | PublicCharity | Charitable | $2,000 |
| Washington Humane Society | ||||||
| 1201 New York Avenue NE | Washington | DC | 20002 | PublicCharity | Charitable | $2,500 |
| Montgomery College | ||||||
| 900 Hungerford Drive | Rockville | MD | 20850 | PublicCharity | Educational | $12,500 |
| American Jewish World Service | ||||||
| 45 W 36th Street | New York | NY | 10018 | PublicCharity | Charitable | $18,000 |
| Afya Foundation | ||||||
| 140 Saw Mill River Rd | Yonkers | NY | 10701 | PublicCharity | Charitable | $2,500 |
| Riverdale Neighborhood House | ||||||
| 5521 Mosholu Parkway | Riverdale | NY | 10471 | PublicCharity | CharitableCommunity Svc | $1,000 |
| Rocky Mountain Institute | ||||||
| 2317 Snowmass Creek Road | Snowmass | CO | 81654 | PublicCharity | Environmental | $1,500 |
| Doctors Without Borders USA | ||||||
| PO Box 5030 | Hagerstown | MD | 217415030 | PublicCharity | CharitableCommunity Svc | $5,000 |
| Brady Center to Prevent Gun Violence | ||||||
| 1225 Eye Street NW Suite 1100 | Washington | DC | 20005 | PublicCharity | Charitable | $3,500 |
| Grace Cottage Foundation | ||||||
| 185 Grafton Road | Townshend | VT | 05353 | PublicCharity | Charitable | $1,500 |
| Center for Reproductive Rights | ||||||
| 1634 Eye Street NW Suite 600 | Washington | DC | 20006 | PublicCharity | Charitable | $1,000 |
| Westchester Jewish Community Services | ||||||
| 845 North Broadway | White Plains | NY | 10603 | PublicCharity | Charitable | $1,000 |
| St James the Less | ||||||
| 10 Church Lane Crane Road | Scarsdale | NY | 10583 | PublicCharity | Charitable | $1,000 |
| Usdan Center for the Creative and Performing Arts | ||||||
| 185 Colonial Spring Road | Wheatley Heights | NY | 11798 | PublicCharity | Charitable | $1,000 |
| Westhab | ||||||
| 8 Bashford St | Yonkers | NY | 10701 | PublicCharity | Charitable | $1,000 |
| Goathouse Refuge | ||||||
| 379 Goathouse Rd | Pittsboro | NC | 27312 | PublicCharity | Charitable | $1,500 |
| NC Museum of Art Foundation | ||||||
| 2110 Blue Ridge Road | Raleigh | NC | 27607 | PublicCharity | Charitable | $5,000 |
| Chief's Memorial Campership Fund | ||||||
| 19 Watchtower Road | Hopkinton | NH | 03229 | PublicCharity | Charitable | $1,000 |
| Planned Parenthood of Central NC | ||||||
| PO Box 3258 | Chapel Hill | NC | 27515 | PublicCharity | Charitable | $2,000 |
| NCSU Foundation | ||||||
| Campus Box 7474 | Raleigh | NC | 27695 | PublicCharity | Educational | $11,000 |
| Sidwell Friends School | ||||||
| 38925 Wisconsin Avenue NW | Washington | DC | 20016 | PublicCharity | Educational | $5,000 |
| Shriners Hospital For Children | ||||||
| 3551 N Broad Street | Philadelphia | PA | 19140 | PublicCharity | Charitable | $3,000 |
| North Carolina | ||||||
| State University | Raleigh | NC | 27695 | PublicCharity | Charitable | $3,000 |
| Greenbelt Nursery School | ||||||
| 15 Crescent Road | Greenbelt | MD | 20770 | PublicCharity | Educational | $1,000 |
| College Park Arts Exchange | ||||||
| PO Box 784 | College Park | MD | 20741 | PublicCharity | Charitable | $1,000 |
| National Resources Defense Council | ||||||
| 40 West 20th Street | New York | NY | 10011 | PublicCharity | Charitable | $1,000 |
| Mount Sinai Adolescent Health Center | ||||||
| 320 E 94th St | New York | NY | 10128 | PublicCharity | Charitable | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $99,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,610 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,974 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $121,095 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $52,584 | ExclusionAmt |
| Related Or Exempt Function Incm | $121,095 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $173,679 | 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 | Schulman and Black Tax Preparation | CategoryTxt |
| Amt | $7,000 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Stocks | AssetDesc |
| Gross Sales Price | $855,761 | GrossSalesPriceAmt |
| Basis | $734,666 | BasisAmt |
| Total Net | $121,095 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Various | BondNm |
| EOY Book Value | $77,500 | EOYBookValueAmt |
| EOYFMV | $112,195 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Various | StockNm |
| EOY Book Value | $931,242 | EOYBookValueAmt |
| EOYFMV | $1,633,713 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $279,413 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $277,207 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Management fees | Desc |
| Revenue And Expenses Per Books | $10,599 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,599 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous basis adjustments | Description |
| Amount | -$573 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 2010 Federal Fiduciary | $787 |
| 2011 Federal Fiduciary | $444 |
| 2012 Federal Fiduciary | $492 |
| Foreign Taxes Paid | $213 |