VAN PELTBASS FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- VAN PELTBASS FOUNDATION (EIN 22-2188191)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2012-12-03
- IRS object ID
- 201213389349100451
- Schema version
- 2011v1.2
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-12-03T14:42:25-06:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222428965 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 FIFTH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100174683 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222188191 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VAN PELTBASS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | VANP | NameControl |
| Phone | 9174884092 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O LBASS 11 EAST 86TH STREET NO 11 | AddressLine1 |
| Address Line2 | A | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10028 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAWRENCE D BASS | Name |
| Title | PRESIDENT | Title |
| Phone | 9174884092 | Phone |
| Date Signed | 2012-12-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAWRENCE BASS | Name |
| PTIN | P00451513 | PTIN |
| Phone | 2126971000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 2038204 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 40149 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 40149 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 47872 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 454724 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 47872 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 88021 | TotalRevenueAndExpenses |
| Total Net Investment Income | 88021 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 22273 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 11137 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 20801 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 20801 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1604 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 106 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 3081 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 25 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 47784 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 32044 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 43086 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 43086 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 90870 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 32044 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 43086 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2849 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 55977 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 7600 | CashBOY |
| Cash EOY | 4137 | CashEOY |
| Cash EOYFMV | 4137 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 66129 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 82370 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 82370 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 138154 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 203487 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 209985 | InvestmentsGovtObligEOYFMV |
| Investments Other BOY | 1658898 | InvestmentsOtherBOY |
| Investments Other EOY | 1577938 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1741712 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1870781 | TotalAssetsBOY |
| Total Assets EOY | 1867932 | TotalAssetsEOY |
| Total Assets EOYFMV | 2038204 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1870781 | RetainedEarningsBOY |
| Retained Earnings EOY | 1867932 | RetainedEarningsEOY |
| Total Net Assets BOY | 1870781 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1867932 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1870781 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1867932 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1870781 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2849 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1867932 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1867932 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | THROUGH MORGANSTANLEY SMITHBARNEY | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 454724 | GrossSalesPrice |
| Cost Or Other Basis | 406852 | CostOrOtherBasis |
| Gain Or Loss | 47872 | GainOrLoss |
| Gains Minus Excess Or Losses | 47872 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 47872 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 41046 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1842590 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.022276 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 281983 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2000525 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.140954 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3824966 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4307216 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.888037 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 294200 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5702067 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051595 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 259200 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5906501 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.043884 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.146746 | TotalDistributionRatio |
| Average Distribution Ratio | 0.229349 | AverageDistributionRatio |
| Net Noncharitable Assets | 1999973 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 458692 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 560 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 459252 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 43086 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1120 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1120 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1120 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1380 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1380 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 260 | Overpayment |
| Amount Credited To Next Year | 260 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NJ | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | LAWRENCE BASS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9174884092 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 EAST 86TH STREET APT 11 A | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10028 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 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 |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE D BASS | ||||||||
| 11 E86TH ST | NEW YORK | NY | 10028 | PRESIDENT | 2.00 | 0 | 0 | 0 |
| SANDRA BASS | ||||||||
| 11 E86TH ST | NEW YORK | NY | 10028 | SECRETARY & TREASURER | 1.00 | 0 | 0 | 0 |
| MARISA BASS | ||||||||
| 11 E86TH ST | NEW YORK | NY | 10028 | VICE PRESIDENT | 1.00 | 0 | 0 | 0 |
| AMANDA BASS | ||||||||
| 11 E86TH ST | NEW YORK | NY | 10028 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| ARNOLD SPIEGEL | ||||||||
| 1065 PARK AVENUE | NEW YORK | NY | 10128 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1948931 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 80118 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1380 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2030429 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2030429 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 30456 | CashDeemedCharitable |
| Net Noncharitable Assets | 1999973 | NetNoncharitableAssets |
| Minimum Investment Return | 99999 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 99999 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1120 | TaxBasedOnInvestmentIncome |
| Total Tax | 1120 | TotalTax |
| Distributable Amount Before Adj | 98879 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 98879 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 98879 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 43086 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 43086 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 43086 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 98879 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 3581831 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 182149 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 3763980 | TotalExcessDistriCarryover |
| Qualifying Distributions | 43086 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 43086 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 55793 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 55793 | ExcessDistriCyovAppliedCY |
| Total Corpus | 3708187 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 3708187 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 3526038 | ExcessFromYear3 |
| Excess From Year2 | 182149 | ExcessFromYear2 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| TRUSTEES OF THE UNIVERSITY OF PA | |||||||
| 3451 WALNUT STREET | PHILADELPJIA | PA | 19104 | NONE | GENERAL | CHARITABLE | $500 |
| HORSES AND THE HANDICAPPED | |||||||
| PO BOX 273542 | BOCA RATON | FL | 33427 | NONE | GENERAL | CHARITABLE | $1,500 |
| SEQNN (AMISTAD) | |||||||
| 92-31 UNION HALL STREET - 3RD FL | NEW YORK | NY | 10024 | NONE | GENERAL | CHARITABLE | $1,000 |
| COLUMBIA PREP | |||||||
| 4 WEST 93RD STREET | NEW YORK | NY | 10021 | NONE | GENERAL | CHARITABLE | $500 |
| TEMPLE SHAARAY TEFILA | |||||||
| 250 EAST 79TH STREET | NEW YORK | NY | 10021 | NONE | GENERAL | CHARITABLE | $3,086 |
| HILLEL AT JOHNS HOPKINS UNIVERSITY | |||||||
| 3109 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | GENERAL | CHARITABLE | $2,500 |
| DEMAREST UNITED METHODIST CHURCH | |||||||
| 109 HARDENBURGH AVENUE | DEMAREST | MD | 21218 | NONE | GENERAL | CHARITABLE | $10,000 |
| JOHN HOPKINS UNIVERSITY | |||||||
| 3400 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | NONE | GENERAL | CHARITABLE | $10,000 |
| BIG APPLE CIRCUS | |||||||
| 505 EIGHT AVENUE | NEW YORK | NY | 10018 | NONE | GENERAL | CHARITABLE | $2,000 |
| MT SINAI ADOLESCENT HEALTH CENTER | |||||||
| 320 EAST 94TH STREET | NEW YORK | NY | 10128 | NONE | GENERAL | CHARITABLE | $5,000 |
| JEWISH GUILD FOR THE BLIND | |||||||
| 15 W 65TH STREET | NEW YORK | NY | 10023 | NONE | GENERAL | CHARITABLE | $1,000 |
| NATIONAL JEWISH | |||||||
| 1400 JACKSON STREET | DENUER | CO | 80206 | NONE | GENERAL | CHARITABLE | $2,500 |
| COMMUNITY-WORD PROJECT | |||||||
| 42ND BROADWAY 18TH FL | NEW YORK | NY | 10004 | NONE | GENERAL | CHARITABLE | $2,000 |
| BOCA HELPING HANDS | |||||||
| 1500 NW 1ST COURT | BOCA RATON | FL | 33432 | NONE | GENERAL | CHARITABLE | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 43086 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $40,149 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $47,872 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $88,021 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 88021 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $22,273 | Amount |
| Net Investment Income | 11137 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 203487 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 209985 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| COMMON STOCK | AT COST | 831359 | 961244 |
| MUTUAL FUNDS | AT COST | 746579 | 780468 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NJ REGISTRATION | Description |
| Revenue And Expenses Per Books | 25 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $20,801 | Amount |
| Net Investment Income | 20801 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX | $106 | 106 | 0 |
| EXCISE TAX | $1,498 | 0 | 0 |