AUGUSTINE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- AUGUSTINE FOUNDATION (EIN 13-2997450)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202401369349103545
- Schema version
- 2022v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T11:54:30-07:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273732292 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wexus LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 Grove Ave Ste 120 | AddressLine1Txt |
| City | Cedarhurst | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11516 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132997450 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AUGUSTINE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AUGU | BusinessNameControlTxt |
| Phone | 2016594556 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | D WEICHSELBAUM CPA 147-40 77TH ROAD | AddressLine1Txt |
| City | FLUSHING | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11367 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WEICHSELBAUM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2016594556 | PhoneNum |
| Signature | 2023-09-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | WEICHSELBAUM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAUN GREENWALD | PreparerPersonNm |
| PTIN | P00562006 | PTIN |
| Phone | 5164151801 | PhoneNum |
| Preparation | 2024-05-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,857,193 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $436,003 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $436,003 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,016,419 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,059,342 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,016,419 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,452,422 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,452,422 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $198,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $198,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $8,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $31,960 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31,960 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $35,288 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $35,288 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $11,561 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $11,561 | OccupancyNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $8,190 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $8,190 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $120,485 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $120,485 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $413,484 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $413,484 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,458,660 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,458,660 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,872,144 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $413,484 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,458,660 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$419,722 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,038,938 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $51,516 | CashBOYAmt |
| Cash EOY | $34,532 | CashEOYAmt |
| Cash EOYFMV | $34,532 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $167,487 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $208,334 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $208,334 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $1,032,788 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,766,437 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,627,042 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,413,582 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,944,407 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,920,753 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,932,262 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,259,491 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,225,478 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments BOY | $876,342 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $841,054 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $841,054 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,473,977 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,054,255 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,857,193 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $26,686 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $26,686 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $26,686 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,686 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $16,447,291 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $16,027,569 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,447,291 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,027,569 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,473,977 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,054,255 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,447,291 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$419,722 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,027,569 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,027,569 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $10,059,342 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $9,042,923 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,016,419 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $1,016,419 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,016,419 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,441 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,441 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,441 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$20,000 | OriginalReturnOverpaymentAmt |
| Overpayment | $5,559 | OverpaymentAmt |
| Applied To ES Tax | $5,559 | AppliedToESTaxAmt |
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 | NY | 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 | FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2016594556 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 322 WEST 57 ST UNIT 40K | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| S GRIESGRABER | ||||||||
| 7 RUSSELL ST | BROOKLYN | NY | 11222 | PRESIDENT | 20.00 | $80,000 | $0 | $0 |
| L MAVROVITIS | ||||||||
| 2211 BROADWAY | NEW YORK | NY | 11024 | SECRETARY | 20.00 | $70,000 | $0 | $0 |
| S ISBIN | ||||||||
| 260 WEST END AVENUE | NEW YORK | NY | 11023 | DIRECTOR | 20.00 | $24,000 | $0 | $0 |
| H ZEISEL | ||||||||
| 255 WEST END AVENUE | NEW YORK | NY | 11023 | DIRECTOR | 20.00 | $24,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,136,873 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $309,799 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $841,054 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,287,726 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $22,287,726 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $334,316 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,953,410 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,097,671 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,097,671 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,441 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,441 | TotalTaxAmt |
| Distributable Before Adj | $1,083,230 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,083,230 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,083,230 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,458,660 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,458,660 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,083,230 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,281,858 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,461,192 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,453,932 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,344,457 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,586,074 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,127,513 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,458,660 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $1,458,660 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,586,173 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,083,230 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,281,858 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,304,315 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,461,192 | ExcessFromYear4Amt |
| Excess From Year3 | $1,453,932 | ExcessFromYear3Amt |
| Excess From Year2 | $1,344,457 | ExcessFromYear2Amt |
| Excess From Year1 | $1,586,074 | ExcessFromYear1Amt |
| Excess From Current Year | $1,458,660 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEPHEN GEISBERGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 302 BEDFORD AVENUE | AddressLine1Txt |
| City | Brooklyn | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11249 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6462288349 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SCHEDULE | AddressLine1Txt |
| City | FLUSING | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501C3 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GRANT | GrantOrContributionPurposeTxt |
| Amt | $1,458,660 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,458,660 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $436,003 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,016,419 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,016,419 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,452,422 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,016,419 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,468,841 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | EXEMPT | RelationshipStatementTxt |
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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $10,059,342 | GrossSalesPriceAmt |
| Basis | $9,042,923 | BasisAmt |
| Total Net | $1,016,419 | TotalNetAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INSURANCE | $2,918 | $2,918 |
| INVESTMENT FEES | $111,212 | $111,212 |
| WEBSITE MAINT | $5,000 | $5,000 |
| TELEPHONE | $498 | $498 |
| OFFICE EXPENSE | $216 | $216 |
| UTILITIES | $526 | $526 |
| BANK CHARGES | $115 | $115 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL TAXES | $26,398 | $26,398 |
| EXCHANGE | $288 | $288 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PAYROLL TAXES | $12,062 | $12,062 |
| EXCISE | $19,898 | $19,898 |
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