JDJ CHARITABLE TR: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JDJ CHARITABLE TR (EIN 13-7239304)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-13
- IRS object ID
- 201303179349100545
- Schema version
- 2012v2.3
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T13:13:44-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHAIN LEIFER GURALNICK | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 EAST 40TH STREET SUITE 2710 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100160348 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137239304 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JDJ CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JDJC | NameControl |
| Phone | 2126790380 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 522 RIVERSVILLE ROAD | AddressLine1 |
| City | GREENWICH | City |
| State | CT | State |
| ZIP Code | 06831 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES YACOBUCCI | Name |
| Title | TRUSTEE | Title |
| Phone | 2126790380 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD GURALNICK | Name |
| Phone | 2126790380 | Phone |
| Date Prepared | 2013-11-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1151788 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 105098 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 25672 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 25672 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 118460 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 623512 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 214607 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 249230 | TotalRevenueAndExpenses |
| Total Net Investment Income | 240279 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1125 | AccountingFeesRevAndExpnss |
| Taxes Rev And Expnss | 4984 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 30 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 6139 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 33750 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 33750 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 39889 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 33750 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 209341 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 240279 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -2 | CashEOY |
| Savings And Temp Cash Invst BOY | 500142 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 667882 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 667882 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 490 | PrepaidExpensesBOY |
| Investments Corp Stock BOY | 82935 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 220856 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 267420 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 294728 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 198900 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 216486 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 878295 | TotalAssetsBOY |
| Total Assets EOY | 1087636 | TotalAssetsEOY |
| Total Assets EOYFMV | 1151788 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 878295 | RetainedEarningsBOY |
| Retained Earnings EOY | 1087636 | RetainedEarningsEOY |
| Total Net Assets BOY | 878295 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1087636 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 878295 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1087636 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 878295 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 209341 | ExcessOfRevenueOverExpenses |
| Subtotal | 1087636 | Subtotal |
| Total Net Assets Fund Balances EOY | 1087636 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| US AIRWYS GROUP | P | 2012-08-02 | 2012-08-08 | 108988 | 108441 | 547 | 547 |
| ALLIANT TECH SYSTEM INC | P | 2011-08-10 | 2012-09-07 | 51125 | 50254 | 871 | 871 |
| CITIGROUP INC | P | 2012-07-20 | 2012-10-19 | 55354 | 39235 | 16119 | 16119 |
| NEXEN INC | D | 1999-03-03 | 2012-12-13 | 108170 | 8951 | 99219 | 99219 |
| RADIAN GROUP | P | 2009-04-20 | 2013-02-15 | 98000 | 45574 | 52426 | 52426 |
| US AIRWAYS GROUP INC | P | 2012-09-24 | 2013-04-05 | 160086 | 108810 | 51276 | 51276 |
| MARKET VECTORS | P | 2013-05-07 | 2013-06-24 | 41789 | 47640 | -5851 | -5851 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 214607 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 62091 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 57600 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 880385 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.065426 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 60276 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 891672 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.067599 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 61493 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 832936 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.073827 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 49000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 784448 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.062464 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 53612 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 748938 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.071584 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.340900 | TotalDistributionRatio |
| Average Distribution Ratio | 0.068180 | AverageDistributionRatio |
| Net Noncharitable Assets | 1097180 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 74806 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2403 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 77209 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 33750 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 4806 | InvestmentIncomeExciseTax |
| Subtotal | 4806 | Subtotal |
| Tax Based On Investment Income | 4806 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2600 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2600 | TotalCreditsAndPayments |
| Tax Due | 2206 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CT | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | SCHAIN LEIFER GURALNICK | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2126790380 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 EAST 40TH STREET STE 2710 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JAMES E YACOBUCCI | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 522 RIVERSVILLE ROAD | AddressLine1 |
| City | GREENWICH | City |
| State | CT | State |
| ZIP Code | 06831 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 5.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 555005 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 558883 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1113888 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1113888 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 16708 | CashDeemedCharitable |
| Net Noncharitable Assets | 1097180 | NetNoncharitableAssets |
| Minimum Investment Return | 54859 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 54859 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4806 | TaxBasedOnInvestmentIncome |
| Total Tax | 4806 | TotalTax |
| Distributable Amount Before Adj | 50053 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 50053 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 50053 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 33750 | ExpensesAndContributions |
| Qualifying Distributions | 33750 | QualifyingDistributions |
| Adj Qualifying Distributions | 33750 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 50053 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 18941 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 10252 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 20860 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 17140 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 16138 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 83331 | TotalExcessDistriCarryover |
| Qualifying Distributions | 33750 | QualifyingDistributions |
| Applied To Current Year | 33750 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 16303 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 16303 | ExcessDistriCyovAppliedCY |
| Total Corpus | 67028 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 2638 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 64390 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 10252 | ExcessFromYear4 |
| Excess From Year3 | 20860 | ExcessFromYear3 |
| Excess From Year2 | 17140 | ExcessFromYear2 |
| Excess From Year1 | 16138 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| THE BRUNSWICK SCHOOL | ||||||||
| 100 MAHER AVE | GREENWICH | CT | 06830 | NONE | PUBLIC | FULFILLMENT OF CHARITABLE PURPOSE | $7,500 | |
| GREENWICH ACADEMY | ||||||||
| 200 NORTH MAPLE AVE | GREENWICH | CT | 06830 | NONE | PUBLIC | FULFILLMENT OF CHARITABLE PURPOSE | $7,500 | |
| VILLANOVA UNIVERSITY | ||||||||
| 800 LANCASTER AVENUE | VILLANOVA | PA | 19085 | NONE | PUBLIC | FULFILLMENT OF CHARITABLE PURPOSE | $9,000 | |
| UNIVERSITY OF PENNSYLVANI | ||||||||
| 3101 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PUBLIC | FULFILLMENT OF CHARITABLE PURPOSE | $6,250 | |
| THE FRICK COLLECTION | ||||||||
| 1 EAST 70 STREET | NEW YORK | NY | 10021 | NONE | PUBLIC | FULFILLMENT OF CHARITABLE PURPOSE | $500 | |
| GEORGETOWN UNIVERSITY MENS SQUASH | ||||||||
| 3700 O STREET | WASHINGTON | DC | 20057 | NONE | PUBLIC | FULFILLMENT OF CHARITABLE PURPOSE | $3,000 | GEORGETOWN UNIVERSITY NW |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 33750 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $25,672 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 118460 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $25,672 | ExclusionAmount |
| Related Or Exempt Function Income | 118460 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 144132 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JAMES E YACOBUCCI | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 522 RIVERSVILLE ROAD | AddressLine1 |
| City | GREENWICH | City |
| State | CT | State |
| ZIP Code | 06831 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 105098 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 4050 SHR NEXEN INC | NoncashPropertyDescription |
| Fair Market Value | 105098 | FairMarketValue |
| Date Received | 2012-07-23 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $1,125 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JAMES E YACOBUCCI | PersonName |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GENERAL ELECTIONS | Identifier |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (4 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| SUNOCO INC NT 5.75% 1/15/17 | 99596 | 108236 |
| VULCAN MATLS CO 6.50% 12/1/16 | 99304 | 108250 |
| ALLIANT TECHSYSTEMS INC 6.75% 4/1/1 | ||
| RADIAN GROUP INC SR NOTE |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BRISTOL MYERS SQUIBB CO. | 29872 | 44690 |
| ALTRIA GROUP INC COM | 53064 | 69980 |
| INTEL CORP | 105910 | 121150 |
| RADISHACK CORP | 32010 | 31600 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| EXPENSES | |
| ACCOUNT MAINTENANCE FEE | 30 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| FEDERAL TAX | $4,922 |
| FOREIGN TAX | $62 |