ARTHUR L & GERALDINE C SCHNEEBERG FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ARTHUR L & GERALDINE C SCHNEEBERG FOUNDATION (EIN 23-2866495)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202601349349100420
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T06:34:55-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231285212 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SKLAR CARMOSIN & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 OLD YORK RD STE 402 | AddressLine1Txt |
| City | JENKINTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232866495 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR L & GERALDINE C SCHNEEBERG | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTH | BusinessNameControlTxt |
| Phone | 9176568705 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 OLD YORK ROADSUITE 402 NOBLE P | AddressLine1Txt |
| City | JENKINTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERALDINE C SCHNEEBERG | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2158855811 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN J SMART | PreparerPersonNm |
| PTIN | P01305891 | PTIN |
| Phone | 2158855811 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $62,282 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $22 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,305 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,305 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,131 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,850 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,131 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,458 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,458 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $550 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $101 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $321 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $321 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $972 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $895 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,495 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,495 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,467 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $895 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,495 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,991 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,563 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,768 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $746 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $746 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $37,563 | CorporateStockBOYAmt |
| Corporate Stock EOY | $40,463 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,796 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,633 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,177 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,215 | CorporateBondsEOYFMVAmt |
| Other Assets EOY | $525 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $525 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $52,964 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,911 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $62,282 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $121 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $77 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $121 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $77 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $52,843 | RetainedEarningBOYAmt |
| Retained Earning EOY | $54,834 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,843 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,834 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,964 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,911 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,843 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,991 | ExcessRevenueOverExpensesAmt |
| Subtotal | $54,834 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $54,834 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATTACHED | P | $3,276 | $2,987 | $289 | $289 |
| SEE ATTACHED | P | $25,571 | $20,732 | $4,839 | $4,839 |
| SEE ATTACHED | P | $3 | $3 | $3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,131 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $289 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $77 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $77 | SubtotalAmt |
| Tax Based On Investment Income | $77 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $77 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SKLAR CARMOSIN & COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2158855811 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 OLD YORK ROAD | AddressLine1Txt |
| City | JENKINTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERALDINE C SCHNEEBERG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 OLD YORK ROAD | AddressLine1Txt |
| Address Line2 | SUITE ONE | AddressLine2Txt |
| City | JENKINTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $57,134 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,501 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $525 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $60,160 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $60,160 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $902 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $59,258 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,963 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,963 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $77 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $77 | TotalTaxAmt |
| Distributable Before Adj | $2,886 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,886 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,886 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,495 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,495 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,886 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,676 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $953 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $599 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,146 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $918 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,292 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,495 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,886 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $609 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,901 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,676 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,225 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $953 | ExcessFromYear4Amt |
| Excess From Year3 | $599 | ExcessFromYear3Amt |
| Excess From Year2 | $1,146 | ExcessFromYear2Amt |
| Excess From Year1 | $918 | ExcessFromYear1Amt |
| Excess From Current Year | $609 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AARP | ||||||||
| 601 E STREET NW | WASHINGTON | DC | 20049 | PC | CHARITABLE | $20 | ||
| AMERICAN HEART ASSOCIATION | ||||||||
| PO BOX 840692 | DALLAS | TX | 75284 | PC | CHARITABLE | $19 | ||
| AMERICAN RED CROSS | ||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | PC | CHARITABLE | $100 | ||
| BARNES FOUNDATION | ||||||||
| 2025 BENJAMIN FRANKLIN | PHILADELPHIA | PA | 19130 | PC | CHARITABLE | $38 | PARKWAY | |
| CONGREGATION ADATH JESHURUN | ||||||||
| 7763 OLD YORK ROAD | ELKINS PARK | PA | 19027 | PC | CHARITABLE | $36 | ||
| CONGREGATION ADATH JESHURUN | ||||||||
| 7763 OLD YORK ROAD | ELKINS PARK | PA | 19027 | PC | CHARITABLE | $1,680 | ||
| CONGREGATION ADATH JESHURUN | ||||||||
| 7763 OLD YORK ROAD | ELKINS PARK | PA | 19027 | PC | CHARITABLE | $640 | ||
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR STREET 16TH FL | NEW YORK | NY | 10006 | PC | CHARITABLE | $100 | ||
| GRATZ COLLEGE | ||||||||
| 315 YORK ROAD | JENKINTOWN | PA | 19046 | PC | CHARITABLE | $25 | ||
| HADASSAH | ||||||||
| 40 WALL STREET 8TH FLOOR | NEW YORK | NY | 10005 | PC | CHARITABLE | $40 | ||
| HADASSAH | ||||||||
| 40 WALL STREET 8TH FLOOR | NEW YORK | NY | 10005 | PC | CHARITABLE | $55 | ||
| HADASSAH | ||||||||
| 40 WALL STREET 8TH FLOOR | NEW YORK | NY | 10005 | PC | CHARITABLE | $42 | ||
| HIAS | ||||||||
| 1300 SPRING STREET | SILVER SPRING | MD | 20910 | PC | CHARITABLE | $110 | SUITE 500 | |
| LEHIGH VALLEY PUBLIC TELECOMMUNICAT | ||||||||
| 839 SESAME STREET | BETHLEHEM | PA | 18015 | PC | CHARITABLE | $50 | IONS CORPORATION - PBS 39 AND 913 WLVR | |
| LITTLE FALLS WATERSHED ALLIANCE | ||||||||
| 4920 DORSET AVENUE | CHEVY CHASE | MD | 20815 | PC | CHARITABLE | $50 | ||
| NATIONAL AUDUBON SOCIETY | ||||||||
| 225 VARICK STREET | NEW YORK | NY | 10014 | PC | CHARITABLE | $50 | ||
| NATIONAL AUDUBON SOCIETY | ||||||||
| 225 VARICK STREET | NEW YORK | NY | 10014 | PC | CHARITABLE | $20 | ||
| NATIONAL PARK FOUNDATION | ||||||||
| 1500 K STREET NW | WASHINGTON | DC | 20005 | PC | CHARITABLE | $75 | SUITE 700 | |
| PELICAN HARBOR SEABIRD SANCTUARY | ||||||||
| 1279 NORTHEAST 79TH STREE | MIAMI | FL | 33138 | PC | CHARITABLE | $50 | ||
| PHILADELPHIA MUSEUM OF ART | ||||||||
| PO BOX 7646 | PHILADELPHIA | PA | 191017646 | PC | CHARITABLE | $95 | ||
| POA (PROTECTOR OF ANIMALS) | ||||||||
| 144 MAIN STREET UNIT O | EAST HARTFORD | CT | 06118 | PC | CHARITABLE | $200 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,495 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $22 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,305 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,131 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,458 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,458 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $550 | Amt |
| Net Investment Income | $550 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INC. FUNDS-MUTUAL, ETF'S, ETC. | BondNm |
| EOY Book Value | $13,177 | EOYBookValueAmt |
| EOYFMV | $13,215 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| REINVESTMENT FUND | $1,144 | $1,144 |
| EQUITIY FUNDS - MUTUAL, ETF'S, ETC. | $39,319 | $46,652 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM GRANTOR | Desc |
| EOY Book Value | $525 | EOYBookValueAmt |
| EOYFMV | $525 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BROKER FEES | $318 | $318 |
| INVESTMENT EXPENSES | $3 | $3 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL TAX PAYABLE | $47 | $77 |
| DUE TO GRANTOR | $74 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX | $77 | |
| FOREIGN TAXES | $24 | $24 |