JAY AND KELLY SUGARMAN FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JAY AND KELLY SUGARMAN FOUNDATION (EIN 20-0911399)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201313199349100436
- Schema version
- 2012v2.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T09:44:23-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 TIMES SQUARE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200911399 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jay and Kelly Sugarman Foundation | BusinessNameLine1 |
| Business Name Line2 | c/o Jay Sugarman | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JAY SUGARMAN | InCareOfName |
| Name Control | JAYA | NameControl |
| Phone | 2129309400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1114 Avenue of the Americas | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jay Sugarman | Name |
| Title | President | Title |
| Date Signed | 2013-11-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Donald Eagle | Name |
| Phone | 2127733000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2280119 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 55 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 55 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 32062 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 32062 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 125995 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 829922 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 125995 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 4046 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 162158 | TotalRevenueAndExpenses |
| Total Net Investment Income | 158112 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 40000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 40000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 25241 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 25241 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 4347 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 301 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 180 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 30 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 150 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 69768 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 25572 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 40150 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 598222 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 598222 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 667990 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 25572 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 638372 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -505832 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 132540 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1123 | CashBOY |
| Cash EOY | 9340 | CashEOY |
| Cash EOYFMV | 9340 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 194193 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 254417 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 254417 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1514028 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 939755 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2016362 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1709344 | TotalAssetsBOY |
| Total Assets EOY | 1203512 | TotalAssetsEOY |
| Total Assets EOYFMV | 2280119 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1709344 | CapitalStockBOY |
| Capital Stock EOY | 1203512 | CapitalStockEOY |
| Total Net Assets BOY | 1709344 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1203512 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1709344 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1203512 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1709344 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -505832 | ExcessOfRevenueOverExpenses |
| Subtotal | 1203512 | Subtotal |
| Total Net Assets Fund Balances EOY | 1203512 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | SEE ATTACHED | DescriptionOfAsset |
| Gross Sales Price | 829922 | GrossSalesPrice |
| Cost Or Other Basis | 703927 | CostOrOtherBasis |
| Gain Or Loss | 125995 | GainOrLoss |
| Gains Minus Excess Or Losses | 125995 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 125995 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 312158 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2877801 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.108471 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 604719 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2836079 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.213224 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1279043 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2978356 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.429446 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1304306 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5832986 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.223609 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1257230 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 10125006 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.124171 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.098921 | TotalDistributionRatio |
| Average Distribution Ratio | 0.219784 | AverageDistributionRatio |
| Net Noncharitable Assets | 2487680 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 546752 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1325 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 548077 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 638372 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1325 | InvestmentIncomeExciseTax |
| Subtotal | 1325 | Subtotal |
| Tax Based On Investment Income | 1325 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4046 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4046 | TotalCreditsAndPayments |
| Overpayment | 2721 | Overpayment |
| Amount Credited To Next Year | 2721 | AmountCreditedToNextYear |
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 | DE | StatesFiledWith |
| Form990 PF Filed With AG | false | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAY SUGARMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2129309400 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1114 AVENUE OF THE AMERICAS | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | 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 | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JAY SUGARMAN | ||||||||
| 1114 Avenue of the Americas | New York | NY | 10036 | PRESIDENT/TREASURER | 5.0 | 0 | 0 | 0 |
| KELLY SUGARMAN | ||||||||
| 1114 Avenue of the Americas | New York | NY | 10036 | VICE PRESIDENT | 5.0 | 0 | 0 | 0 |
| WENDY FORSHAY | ||||||||
| 1114 Avenue of the Americas | New York | NY | 10036 | SECRETARY | 10.0 | 40000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2299964 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 225599 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2525563 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2525563 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 37883 | CashDeemedCharitable |
| Net Noncharitable Assets | 2487680 | NetNoncharitableAssets |
| Minimum Investment Return | 124384 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 124384 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1325 | TaxBasedOnInvestmentIncome |
| Total Tax | 1325 | TotalTax |
| Distributable Amount Before Adj | 123059 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 123059 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 123059 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 638372 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 638372 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1325 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 637047 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 123059 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year5 | 781170 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1013997 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1105111 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 463173 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 312158 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 3675609 | TotalExcessDistriCarryover |
| Qualifying Distributions | 638372 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 123059 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 515313 | RemainingDistriFromCorpus |
| Total Corpus | 4190922 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 781170 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 3409752 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1013997 | ExcessFromYear4 |
| Excess From Year3 | 1105111 | ExcessFromYear3 |
| Excess From Year2 | 463173 | ExcessFromYear2 |
| Excess From Year1 | 312158 | ExcessFromYear1 |
| Excess From Current Year | 515313 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAY SUGARMAN | ContributingManager |
| Contributing Manager | KELLY SUGARMAN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCHEDULE ATTACHED | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | see stmt attached | AddressLine1 |
| City | see stmt attached | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Grant Or Contribution | SEE SCHEDULE ATTACHED | PurposeOfGrantOrContribution |
| Amount | $598,222 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 598222 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $55 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $32,062 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $125,995 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCISE TAX REFUND | Description |
| Exclusion | $4,046 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $162,158 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 162158 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| SEE US TRUST SCHEDULE ATTACHED | 939755 | 1979687 |
| 4,500 SHS I-STAR FINANCIAL | 0 | 36675 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| FILING FEE | 150 | 150 | |
| INVESTMENT FEE | 30 | 30 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCISE TAX REFUND | Description |
| Revenue And Expenses Per Books | 4046 | RevenueAndExpensesPerBooks |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MGMT FEES/BANK FEES | Category |
| Amount | $25,241 | Amount |
| Net Investment Income | 25241 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAXES | $301 | 301 |
| FEDERAL EXCISE TAX | $4,046 | 0 |