HARRY & ROSE ZAIFERT FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HARRY & ROSE ZAIFERT FOUNDATION (EIN 22-6046906)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-05
- IRS object ID
- 201442179349100204
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-05T10:04:52-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113258497 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANOVER LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 QUENTIN ROOSEVELT BLVD | AddressLine1 |
| City | GARDEN CITY | City |
| State | NY | State |
| ZIP Code | 11530 | 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 | 226046906 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HARRY & ROSE S ZAIFERT FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 2126819131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JANOVER LLC 805 THIRD AVENUE NO | AddressLine1 |
| Address Line2 | 1002 | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | INA HASS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126819131 | PhoneNum |
| Signature | 2014-07-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NEAL H DRESHER | PreparerPersonNm |
| PTIN | P00097481 | PTIN |
| Phone | 5165426300 | PhoneNum |
| Preparation | 2014-07-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $489,944 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $718 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $718 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,178 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,178 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,547 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $35,566 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,547 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $37,443 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,443 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,675 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,675 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $603 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $603 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,427 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,063 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $364 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,455 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,091 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $364 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,455 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,091 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,364 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,012 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,352 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,928 | CashBOYAmt |
| Cash EOY | $4,555 | CashEOYAmt |
| Cash EOYFMV | $4,555 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,915 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,056 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,056 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $486,677 | CorporateStockBOYAmt |
| Corporate Stock EOY | $515,100 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $464,997 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $28,019 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $5,533 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,336 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,336 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $542,072 | TotalAssetsBOYAmt |
| Total Assets EOY | $540,047 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $489,944 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $542,072 | RetainedEarningBOYAmt |
| Retained Earning EOY | $540,047 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $542,072 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $540,047 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $542,072 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $540,047 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $542,072 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,012 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $540,060 | SubtotalAmt |
| Other Decreases | $13 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $540,047 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 15,000 IBM CORP DEBS 8.375% 11/1/19 | 1989-01-11 | 2013-01-11 | $21,005 | $17,221 | $3,784 | $3,784 | |
| 10,000 SHS TIME WARNER INC. DEB 9.125% 1/15/13 | 1998-01-15 | 2013-01-15 | $10,000 | $10,798 | -$798 | -$798 | |
| CAPITAL GAINS DIVIDENDS | $4,561 | $4,561 | $4,561 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,547 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $26,133 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $529,687 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049337 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,130 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $520,285 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050222 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $23,061 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $498,236 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046285 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,110 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $457,382 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052713 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $37,125 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $490,499 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.075688 | DistributionYr5Rt |
| Total Distribution | 0.274245 | TotalDistributionRt |
| Average Distribution | 0.054849 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $503,158 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $27,598 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $244 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $27,842 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,364 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $487 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $487 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $487 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $560 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $750 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,310 | TotalPaymentsAndCreditsAmt |
| Overpayment | $823 | OverpaymentAmt |
| Applied To ES Tax | $823 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JANOVER LLC | IndividualWithBooksNm |
| Phone | 2126819131 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 3RD AVENUE SUITE 1002 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| INA HASS | ||||||||
| 8144 WHISPERING PALM DR | BOCA RATON | FL | 33496 | PRESIDENT | 10.00 | $5,000 | $0 | $0 |
| PATRICIA REINHARZ | ||||||||
| 3940 GLENWOOD STREET | LITTLE NECK | NY | 11363 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| WILLIAM HASS | ||||||||
| 87 VALLEY VIEW ROAD | BLOOMINGBERG | NY | 12721 | TREASURER | 1.00 | $0 | $0 | $0 |
| PETER REINHARZ | ||||||||
| 3940 GLENWOOD STREET | LITTLE NECK | NY | 11363 | DIRECTOR | 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 |
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 | $484,658 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,227 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,935 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $510,820 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $510,820 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,662 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $503,158 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,158 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,158 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $487 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $487 | TotalTaxAmt |
| Distributable Before Adj | $24,671 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,671 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,671 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,364 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $26,364 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $26,364 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,671 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $232 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $584 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $184 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,000 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,364 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,671 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,693 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,693 | 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 | $2,693 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $232 | ExcessFromYear4Amt |
| Excess From Year2 | $584 | ExcessFromYear2Amt |
| Excess From Year1 | $184 | ExcessFromYear1Amt |
| Excess From Current Year | $1,693 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DAMON RUNYON | |||||||
| ONE EXCHANGE PLACE | NEW YORK | NY | 10006 | N/A | OTHER PUBLIC CHARITY | CHARITABLE PURPOSES | $1,721 |
| AMIPATHFRIENDSHIP NETWORK | |||||||
| 1981 MARCUS AVENUE | LAKE SUCCESS | NY | 11042 | N/A | OTHER PUBLIC CHARITY | CHARITABLE PURPOSES | $300 |
| BASCOM PALMER EYE INSTITUTE | |||||||
| 7101 FAIRWAY DRIVE | PALM BEACH GARDENS | FL | 33418 | N/A | OTHER PUBLIC CHARITY | CHARITABLE PURPOSES | $2,500 |
| BETH ISRAEL MEDICAL CENTER | |||||||
| 555 WEST 57TH STREET | NEW YORK | NY | 10019 | N/A | OTHER PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| BINGHAMTON UNIVERSITY FOUNDATION | |||||||
| PO BOX 6005 | BINGHAMTON | NY | 13902 | N/A | OTHER PUBLIC CHARITY | CHARITABLE PURPOSES | $100 |
| BOCA RATON REGIONAL HOSPITAL | |||||||
| 745 MEADOWS ROAD | BOCA RATON | FL | 33486 | N/A | OTHER PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| CANCER CARE INC | |||||||
| 20 CROSSWAYS PARK NORTH STE 304 | WOODBURY | NY | 11797 | N/A | OTHER PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 |
| CHRISTIAN CHILDREN'S FUND | |||||||
| PO BOX 26507 | RICHMOND | VA | 23261 | N/A | OTHER PUBLIC CHARITY | CHARITABLE PURPOSES | $400 |
| EQUINE RESCUE | |||||||
| 63 SOUTH MONTGOMERY STREET | WALDEN | NY | 12586 | N/A | OTHER PUBLIC CHARITY | CHARITABLE PURPOSES | $100 |
| ITHACA COLLEGE ANNUAL FUND | |||||||
| 953 DARBY ROAD | ITHACA | NY | 14580 | N/A | OTHER PUBLIC CHARITY | CHARITABLE PURPOSES | $100 |
| LAWRENCE WOODMERE ACADEMY | |||||||
| 336 WOODMERE BLVD | WOODMERE | NY | 11598 | N/A | OTHER PUBLIC CHARITY | CHARITABLE PURPOSES | $200 |
| MAKE-A-WISH FOUNDATION OF HUDSON VALLEY | |||||||
| 832 SOUTH BROADWAY | TARRYTOWN | NY | 10591 | N/A | OTHER PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | OTHER PUBLIC CHARITY | CHARITABLE PURPOSES | $300 |
| MIAMI CITY BALLET | |||||||
| 2200 LIBERTY AVENUE | MIAMI BEACH | FL | 33139 | N/A | OTHER PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 |
| ORANGE REGIONAL MEDICAL CENTER | |||||||
| 707 EAST MAIN STREET | MIDDLETOWN | NY | 10940 | N/A | OTHER PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| PRIDE OF JUDEA | |||||||
| 243-02 NORTHERN BLVD | DOUGLASTON | NY | 11362 | N/A | OTHER PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| QUEENS COLLEGE FOUNDATION | |||||||
| 65-30 KISSENA BLVD | FLUSHING | NY | 11367 | N/A | OTHER PUBLIC CHARITY | CHARITABLE PURPOSES | $100 |
| RUTH RALES JFS | |||||||
| 21300 RUTH BARON COLEMAN BLVD | BOCA RATON | FL | 33428 | N/A | OTHER PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| ST JUDES CHILDREN'S HOSPITAL | |||||||
| PO BOX 50 | MEMPHIS | TN | 38101 | N/A | OTHER PUBLIC CHARITY | CHARITABLE PURPOSES | $929 |
| SUNY ONEONTA FOUNDATION | |||||||
| 306 NETZER ADMIN BUILDING | ONEONTA | NY | 13820 | N/A | OTHER PUBLIC CHARITY | CHARITABLE PURPOSES | $100 |
| THE BETHEL WOODS CENTER FOR THE ARTS | |||||||
| 200 HURD ROAD | BETHEL | NY | 12720 | N/A | OTHER PUBLIC CHARITY | CHARITABLE PURPOSES | $1,200 |
| THE BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 5892 | HICKSVILLE | NY | 118025892 | N/A | OTHER PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| THE GIVING TREE | |||||||
| 3315 ST CHARLES CIRCLE | BOCA RATON | FL | 33434 | N/A | OTHER PUBLIC CHARITY | CHARITABLE PURPOSES | $150 |
| THE UNIVERSITY AT ALBANY FOUNDATION | |||||||
| 1400 WASHINGTON AVENUE | ALBANY | NY | 12222 | N/A | OTHER PUBLIC CHARITY | CHARITABLE PURPOSES | $100 |
| TIMES HERALD RECORD PEOPLE FOR PEOPLE FUND | |||||||
| PO BOX 2046 | MIDDLETOWN | NY | 10940 | N/A | OTHER PUBLIC CHARITY | CHARITABLE PURPOSES | $200 |
| UDALL'S COVE PRESERVATION COMMITTEE INC | |||||||
| 251-31 42ND AVENUE | LITTLE NECK | NY | 11363 | N/A | OTHER PUBLIC CHARITY | CHARITABLE PURPOSES | $1,500 |
| UJA FEDERATION OF NEW YORK | |||||||
| CHURCH STREET STATION PO BOX 4056 | NEW YORK | NY | 102614056 | N/A | OTHER PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| SYMPHONIA OF BOCA RATON | |||||||
| 2285 POTOMAC ROAD | BOCA RATON | FL | 33431 | N/A | OTHER PUBLIC CHARITY | CHARITABLE PURPOSES | $3,000 |
| YESHIVA UNIVERSITY FERKAUF GRAD SCHOOL OF PSYCHOLOGY | |||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | N/A | OTHER PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,000 | 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 | $718 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,178 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,547 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,443 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,443 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | NOT APPLICABLE |
| 4 | NOT APPLICABLE |
| 8 | NOT APPLICABLE |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,750 | Amt |
| Net Investment Income | $4,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 15,000 IBM CORP DEBS 8.375% 11/01/19 | $0 | $0 |
| 10,000 TIME WARNER INC DEB 9.125% 1/15/13 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,030 SHS. AMEREN CORP | $27,014 | $37,245 |
| 8,302 SHS. ALLIANCEBERNSTEIN INCOME FD INC | $72,410 | $59,193 |
| 1,300 SHS. CALAMOS CONV & HIGH INCOME FD | $20,424 | $16,809 |
| 700 SHS. CON EDISON | $30,504 | $38,696 |
| 269 SHS. CORNER STONE TOTAL RETURN FD | $1,973 | $1,627 |
| 5,200 SHS. DNP SELECT INCOME FD INC | $47,780 | $48,984 |
| 9,000 DUFF & PHELPS UTIL & CORP BOND | $124,308 | $90,270 |
| 400 SHS. FIRST ENERGY CORP | $16,250 | $13,192 |
| 900 SHS. GAMCO GLOBAL GOLD | $16,996 | $8,118 |
| 550 SHS GLOBAL PARTNERS LP | $13,507 | $19,465 |
| 317 SHS. CUTWATER SELECT INCOME FUND | $11,344 | $5,804 |
| 500 SHS. JOHN HANCOCK INCOME SECURITIES | $8,732 | $7,150 |
| 4,741 SHS. JOHN HANCOCK PREMIUM DIVIDEND FD | $64,613 | $54,996 |
| 800 SHS. MORGAN STANLEY INCOME SECS INC | $16,510 | $13,448 |
| 1,000 SHS. PIMCO CORPORATE & INCOME STRATEGY FUND | $15,936 | $15,800 |
| 1,200 SHS. PEPCO HOLDINGS | $11,030 | $22,956 |
| 600 SHS. PUTNAM PREMIER INCOME TRUST | $5,045 | $3,264 |
| 1,000 SHS. WINDSTREAM CORP | $10,724 | $7,980 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,675 | LegalFeesAmt |
| Net Investment Income | $1,675 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $5,533 | BOYBookValueAmt |
| EOY Book Value | $2,336 | EOYBookValueAmt |
| EOYFMV | $2,336 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NON DEDUCTIBLE EXPENSES - GLOBAL PARTNERS, LP | Description |
| Amount | $13 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $264 | $0 | $264 |
| FILING FEES | $100 | $0 | $100 |
| ORDINARY BUSINESS LOSS - GLOBAL PARTNERS LP | $723 | $723 | $0 |
| NET RENTAL REAL ESTATE LOSS - GLOBAL PARTNERS LP | $309 | $309 | $0 |
| NET SECTION 1231 LOSS - GLOBAL PARTNERS LP | $23 | $23 | $0 |
| CHARITABLE CONTRIBUTIONS - GLOBAL PARTNERS LP | $8 | $8 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $603 | Amt |
| Net Investment Income | $603 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |