STRATEGY STUDIO / PUBLIC DATA EXPLORER

NANCY AND RICHARD PINE FAMILY FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
NANCY AND RICHARD PINE FAMILY FOUNDATION INC (EIN 81-0902011)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-14
IRS object ID
202631349349101403
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-14T08:24:28-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN934340136PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EAG BROADWAY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1733 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810902011EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NANCY AND RICHARD PINE FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlNANCBusinessNameControlTxt
Phone2124532500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 ASPINWALL ROADAddressLine1Txt
CityBRIARCLIFF MANORCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10510ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD PINEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2124532500PhoneNum
Signature2026-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD KOENIGSBERGPreparerPersonNm
PTINP00300383PTIN
Phone2129498700PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,621,303FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$197,677ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,774InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,774InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$4,774InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$26,239DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,239DividendsNetInvstIncmAmt
Dividends Adj Net Incm$26,239DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$419,987NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,490,407GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$419,987CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$648,677TotalRevAndExpnssAmt
Total Net Invst Incm$451,000TotalNetInvstIncmAmt
Total Adj Net Incm$31,013TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,238AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$9,214AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,024AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$34,320TaxesRevAndExpnssAmt
Taxes Net Invst Incm$34,320TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$33,254OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$33,254OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$77,812TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$76,788TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,024TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$380,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$380,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$458,062TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$76,788TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$381,274TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$190,615ExcessRevenueOverExpensesAmt
Net Investment Income$374,212NetInvestmentIncomeAmt
Adjusted Net Income$31,013AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$39,970SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$103,073SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$103,073SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,720,941CorporateStockBOYAmt
Corporate Stock EOY$2,518,230CorporateStockEOYAmt
Corporate Stock EOYFMV$2,518,230CorporateStockEOYFMVAmt
Total Assets BOY$2,760,911TotalAssetsBOYAmt
Total Assets EOY$2,621,303TotalAssetsEOYAmt
Total Assets EOYFMV$2,621,303TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,760,911CapitalStockBOYAmt
Capital Stock EOY$2,621,303CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,760,911TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,621,303TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,760,911TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,621,303TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,760,911TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$190,615ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,951,526SubtotalAmt
Other Decreases$330,223OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,621,303TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - MORGAN STANLEY 086186P2025-12-31$259,640$277,842-$18,202-$18,202
PUBLICLY TRADED SECURITIES - MORGAN STANLEY 086186P2025-12-31$795,612$414,983$380,629$380,629
PUBLICLY TRADED SECURITIES - MORGAN STANLEY 013238P2025-12-31$81,017$92,326-$11,309-$11,309
PUBLICLY TRADED SECURITIES - MORGAN STANLEY 013238P2025-12-31$169,536$109,363$60,173$60,173
PUBLICLY TRADED SECURITIES - MORGAN STANLEY 013239P2025-12-31$43,335$55,137-$11,802-$11,802
PUBLICLY TRADED SECURITIES - MORGAN STANLEY 013239P2025-12-31$141,267$120,769$20,498$20,498
FieldValueIRS element (for citing)
Capital Gain Net Income$419,987CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$41,313NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,202InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,202SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,202TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$266EsPenaltyAmt
Tax Due$5,468TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksEISNERAMPER LLPIndividualWithBooksNm
Phone2124532500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1733 THIRD AVEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonRICHARD PINEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 ASPINWALL ROADAddressLine1Txt
CityBRIARCLIFF MANORCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10510ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,607,229AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$98,929AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,706,158TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,706,158AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$40,592CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,665,566NetVlNoncharitableAssetsAmt
Minimum Investment Return$133,278MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$133,278MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,202TaxBasedOnInvestmentIncomeAmt
Total Tax$5,202TotalTaxAmt
Distributable Before Adj$128,076DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$128,076DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$128,076DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$381,274ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$381,274QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$128,076DistributableAsAdjustedAmt
Undistributed Income PY$127,454UndistributedIncomePYAmt
Prior Year12023PriorYear1Yr
Prior Year22022PriorYear2Yr
Total For Prior Years$165,784TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$381,274QualifyingDistributionsAmt
Applied To Year1$127,454AppliedToYear1Amt
Applied To Prior Years$165,784AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$88,036AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$40,040UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient PhoneRecipientPhoneNumForm And Info And MaterialsFormAndInfoAndMaterialsTxtSubmission DeadlinesSubmissionDeadlinesTxtRestrictions On AwardsRestrictionsOnAwardsTxt
RICHARD PINE
25 ASPINWALL ROADBRIARCLIFF MANORNY105102124532500FORM SHOULD BE WRITTENNONENONE
RICHARD PINE
25 ASPINWALL ROADBRIARCLIFF MANORNY105102124532500FORM SHOULD BE WRITTENNONENONE

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SPCA OF WESTCHESTER INC
590 NORTH STATE ROADBRIARCLIFF MANORNY10510NONEPCANIMAL SHELTER HOUSING DOGS, CATS AND OTHER PETS, PLUS A CLINIC FOR RESCUED ANIMALS.$15,000
NYULH DEVELOPMENT
ONE PARK AVENUE 5TH FLOORNEW YORKNY10016NONEPCTO ADVANCE EXCELLENCE IN PATIENT CARE, EDUCATION, AND RESEARCH BY FOSTERING STRATEGIC PARTNERSHIPS.$15,000
SPCA OF WESTCHESTER INC
590 NORTH STATE ROADBRIARCLIFF MANORNY10510NONEPCANIMAL SHELTER HOUSING DOGS, CATS AND OTHER PETS, PLUS A CLINIC FOR RESCUED ANIMALS.$15,000
UJA FEDERATION OF NEW YORK
PO BOX 4227NEW YORKNY10261NONEPCSTRENGTHENS JEWISH COMMUNITIES LOCALLY AND GLOBALLY, SUPPORTS THOSE IN NEED, COMBATS ANTISEMITISM, AND RESPONDS TO GLOBAL CRISES.$10,000
THE ALS ASSOCIATION
PO BOX 37022BOONEIA50037NONEPCRESEARCHING A CURE FOR ALS.$15,000
WWWLATINOUORG
75 VIRGINIA ROAD 2ND FLOORWHITE PLAINSNY10603NONEPCIGNITES THE REMARKABLE POTENTIAL OF LATINO AND ALL FIRST-GENERATION STUDENTS$7,500
JACOB BURNS FILM CENTER
405 MANVILLE ROADPLEASANTVILLENY10570NONEPCTO GATHER AUDIENCES, STUDENTS, AND FILMMAKERS TO EXPERIENCE THE JOY OF FILM AND LEARN ABOUT THE CRAFT, OURSELVES, AND EACH OTHER.$2,750
MORGAN STANLEY DONOR ADVISED FUND
2000 WESTCHESTER AVENUEPURCHASENY10577NONEPCTO INCREASE CHARITABLE GIVING BY PROVIDING INDIVIDUAL DONORS WITH A PLATFORM THROUGH WHICH THEY CAN MAKE TAX-DEDUCTIBLE CONTRIBUTIONS.$300,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$380,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,774ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,239ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$419,987ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$451,000ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$451,000TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$10,238Amt
Net Investment Income$9,214NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,024DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionFOUNDATION IS ELECTING TO APPLY EXCESS DISTRIBUTIONS TO PRIOR YEARS UNDER IRC SECTION 4942(H) AND TREASURY REGULATION 53.4942(A)-3(D)(2).ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$2,518,230EOYBookValueAmt
EOYFMV$2,518,230EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$330,223Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMANAGEMENT FEESDesc
Revenue And Expenses Per Books$33,254RevenueAndExpensesPerBooksAmt
Net Investment Income$33,254NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHELD$567$567$0$0
FEDERAL TAXES$33,753$33,753$0$0