HARRY W RABB FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HARRY W RABB FOUNDATION (EIN 23-7236149)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-04
- IRS object ID
- 201343089349100404
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-04T08:51:29-06:00 | 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 | JAMES S WARD CPA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3375 SO AKRON STREET | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80231 | 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 | 237236149 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY W RABB FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HARR | NameControl |
| Phone | 3036283343 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6500 WEST MANSFIELD AVE 33 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80235 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VINCENT ZARLENGO | Name |
| Title | SECRETARY/TREASURER | Title |
| Phone | 3036283343 | Phone |
| Date Signed | 2013-10-23 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES S WARD | Name |
| Phone | 3033062366 | Phone |
| Date Prepared | 2013-11-04 | DatePrepared |
| 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 | 1855040 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 16 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 16 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 65823 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 65823 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 7417 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 7417 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 7417 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 73256 | TotalRevenueAndExpenses |
| Total Net Investment Income | 73256 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 6000 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 2300 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1725 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 575 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1073 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1073 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 342 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 257 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 85 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9715 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3055 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 660 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 87000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 87000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 96715 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3055 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 87660 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -23459 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 70201 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 8638 | CashBOY |
| Cash EOY | 4924 | CashEOY |
| Cash EOYFMV | 4924 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 40827 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 6916 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 6916 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 1755198 | InvestmentsOtherBOY |
| Investments Other EOY | 1843200 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1843200 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1804663 | TotalAssetsBOY |
| Total Assets EOY | 1855040 | TotalAssetsEOY |
| Total Assets EOYFMV | 1855040 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1804663 | UnrestrictedBOY |
| Unrestricted EOY | 1855040 | UnrestrictedEOY |
| Total Net Assets BOY | 1804663 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1855040 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1804663 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1855040 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1804663 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -23459 | ExcessOfRevenueOverExpenses |
| Other Increases | 73836 | OtherIncreases |
| Subtotal | 1855040 | Subtotal |
| Total Net Assets Fund Balances EOY | 1855040 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 7417 | CapitalGainNetIncome |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1404 | InvestmentIncomeExciseTax |
| Subtotal | 1404 | Subtotal |
| Tax Based On Investment Income | 1404 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1196 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1196 | TotalCreditsAndPayments |
| Tax Due | 208 | 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 | CO | 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 | VINCENT ZARLENGO | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3036283343 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6500 W MANSFIELD AVE 33 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80235 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| BERNARD NAIMAN | ||||||||
| 6500 W MANSFIELD AVE 33 | DENVER | CO | 80235 | PRES/TRUSTEE | 0.50 | 0 | 0 | 0 |
| FREDERICK FIELDER JR | ||||||||
| 6500 W MANSFIELD AVE 33 | DENVER | CO | 80235 | VP/TRUSTEE | 0.50 | 0 | 0 | 0 |
| VINCENT ZARLENGO | ||||||||
| 6500 W MANSFIELD AVE 33 | DENVER | CO | 80235 | SECTREAS/TR | 3.00 | 6000 | 0 | 0 |
| 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 | 1828433 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 64953 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1893386 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1893386 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 28401 | CashDeemedCharitable |
| Net Noncharitable Assets | 1864985 | NetNoncharitableAssets |
| Minimum Investment Return | 93249 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 93249 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1404 | TaxBasedOnInvestmentIncome |
| Total Tax | 1404 | TotalTax |
| Distributable Amount Before Adj | 91845 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 91845 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 91845 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 87660 | ExpensesAndContributions |
| Qualifying Distributions | 87660 | QualifyingDistributions |
| Adj Qualifying Distributions | 87660 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 91845 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 86564 | UndistributedIncomePriorYear |
| Qualifying Distributions | 87660 | QualifyingDistributions |
| Applied To Year1 | 86564 | AppliedToYear1 |
| Applied To Current Year | 1096 | AppliedToCurrentYear |
| Undistributed Income CY | 90749 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | VINCENT ZARLENGO | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6500 W MANSFIELD AVE 33 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80235 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3036283343 | RecipientPhoneNumber |
| Form And Info And Materials | REQUESTS SHOULD BE AS BRIEF AS POSSIBLE (PREFERABLY ONE OR TWO PAGES) CONSISTENT WITH PROVIDING AS MUCH INFORMATION ABOUT THE ORGANIZATION AND PROJECT AS MAY BE APPROPRIATE IN ORDER FOR THE BOARD TO MAKE AN INFORMED DECISION. A BROCHURE CONCERNING THE ORGANIZATION AND ITS ACTIVITIES IS ALSO HELPFUL, IF AVAILABLE. VOLUMINOUS PROPOSAL PACKAGES ARE NEITHER DESIRABLE OR HELPFUL. A COPY OF THE ORGANIZATION'S IRS LETTER OF EXEMPTION UNDER SEC 501(C)(3)AND A COPY OF A STATEMENT OF REVENUES AND EXPENDITURES FOR THE MOST RECENT FISCAL YEAR ARE ABSOLUTELY ESSENTIAL AND MUST BE INCLUDED WITH THE REQUEST. THE STATEMENT OF REVENUE AND EXPENDITURES MUST CONTAIN A BREAKDOWN OF AMOUNTS SPENT ON PROGRAMS, GENERAL AND ADMINISTRATIVE AND FUNDRAISING. | FormAndInfoAndMaterials |
| Submission Deadlines | THE BOARD OF TRUSTEES MEETS ANNUALLY IN JUNE AND AT OTHER TIMES AS NECESSARY. AT EACH MEETING THE BO | SubmissionDeadlines |
| Restrictions On Awards | GENERALLY, THE FOUNDATION WILL MAKE GRANTS ONY TO ORGANIZATIONS HAVING PRIMARY FOCUS WITHIN THE METRO DENVER AREA IN THE STATE OF COLORADO. GRANTS WILL NOT BE MADE TO INDIVIDUALS, TO RELIGIOUS, PAROCHIAL OR PRIVATE SCHOOLS; FOR TRAVEL, CONFERENCES, CONVENTIONS, MEETINGS OR SEMINARS; TO RELIGIOUS ORGANIZATIONS FOR RELIGIOUS PURPOSES; TO ORGANIZATIONS WHICH DISCRIMINATE FOR REASONS OF RACE, SEX, NATIONAL ORIGIN, PHYSICAL HANDICAP OR SEXUAL ORIENTATION. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ALLIED JEWISH FEDERATION | ||||||
| 300 S DAHLIA | DENVER | CO | 80246 | EXEMPT | CHARITABLE | $18,000 |
| ALZHEIMERS ASSOCIATION | ||||||
| 455 SHERMAN ST | DENVER | CO | 80203 | EXEMPT | CHARITABLE | $2,000 |
| COLO CTR FOR THE BLIND | ||||||
| 2233 W SHEPPERD AVE | LITTLETON | CO | 80120 | EXEMPT | CHARITABLE | $4,000 |
| DENVER CHILDRENS ADVOCASY CTR | ||||||
| 2149 FEDERAL BLVD | DENVER | CO | 80211 | EXEMPT | CHARITABLE | $2,000 |
| DENVER HOSPICE | ||||||
| 501 SO CHERRY ST 700 | DENVER | CO | 80246 | EXEMPT | CHARITABLE | $7,000 |
| DUMB FRIENDS LEAGUE | ||||||
| 2080 S QUEBEC ST | DENVER | CO | 80231 | EXEMPT | CHARITABLE | $3,000 |
| EDUCATION FOUNDATION INC | ||||||
| PO BOX 440889 | AURORA | CO | 80044 | EXEMPT | CHARITABLE | $5,000 |
| FAMILY TREE INC | ||||||
| 3805 MARSHALL ST | WHEAT RIDGE | CO | 80033 | EXEMPT | CHARITABLE | $3,000 |
| HOWARD DENTAL CENTER | ||||||
| 1420 OGDEN ST | DENVER | CO | 80218 | EXEMPT | CHARITABLE | $2,000 |
| INTERNATIONAL HEARING DOG | ||||||
| 5901 E 89TH AVE | HENDERSON | CO | 80640 | EXEMPT | CHARITABLE | $3,000 |
| LEGAL CTR-PEOPLE WITH DISABILITIES | ||||||
| 455 SHERMAN ST | DENVER | CO | 80203 | EXEMPT | CHARITABLE | $2,000 |
| MT SAINT VINCENT HOME | ||||||
| 4159 LOWELL BLVD | DENVER | CO | 80211 | EXEMPT | CHARITABLE | $5,000 |
| NATL JEWISH MEDICAL CTR | ||||||
| 1400 JACKSON ST | DENVER | CO | 80206 | EXEMPT | CHARITABLE | $5,000 |
| ROCKY MTN MS CENTER | ||||||
| 8845 WAGNER ST | WESTMINSTER | CO | 80031 | EXEMPT | CHARITABLE | $3,000 |
| SACRED HEART HOUSE | ||||||
| 2844 LAWRENCE ST | DENVER | CO | 80205 | EXEMPT | CHARITABLE | $2,000 |
| SAFEHOUSE DENVER | ||||||
| 1649 DOWNING ST | DENVER | CO | 80218 | EXEMPT | CHARITABLE | $5,000 |
| SAVE OUR YOUTH | ||||||
| 3443 W 23RD AVE | DENVER | CO | 80211 | EXEMPT | CHARITABLE | $3,000 |
| SENIORS ASSISTANCE CENTER | ||||||
| 2839 W 44TH AVE | DENVER | CO | 80211 | EXEMPT | CHARITABLE | $3,000 |
| SENIORS RESOURCE CENTER | ||||||
| 3227 CHASE ST | DENVER | CO | 80212 | EXEMPT | CHARITABLE | $3,000 |
| WARREN VILLAGE | ||||||
| 1323 GILPIN ST | DENVER | CO | 80218 | EXEMPT | CHARITABLE | $4,000 |
| WORK OPTIONS FOR WOMEN | ||||||
| 1200 FEDERAL BLVD | DENVER | CO | 80204 | EXEMPT | CHARITABLE | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 87000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $16 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $65,823 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 7417 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $65,839 | ExclusionAmount |
| Related Or Exempt Function Income | 7417 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 73256 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT & TAX PREPARATION | Category |
| Amount | $2,300 | Amount |
| Net Investment Income | 1725 | NetInvestmentIncome |
| Disbursements Charitable Prps | 575 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| BERNARD NAIMAN |
| FREDERICK FIELDER JR |
| VINCENT ZARLENGO |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MUTUAL FUNDS | FMV | 978364 | 978364 |
| CERTIFICATES OF DEPOSIT | FMV | 864836 | 864836 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXPENSES | |||
| MISCELLANEOUS ADMN EXPENSE | 342 | 257 | 85 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN IN ASSETS | Description |
| Amount | $73,836 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $1,073 | Amount |
| Net Investment Income | 1073 | NetInvestmentIncome |