BETA

SACHS FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SACHS FAMILY FOUNDATION (EIN 20-1966808)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-06
IRS object ID
202411279349102101
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-06T11:06:59-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FULVIO & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15 W 37TH STREET 4TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201966808EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SACHS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ALLISON SACHSInCareOfNm
Business Name ControlSACHBusinessNameControlTxt
Phone9142347091PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1454 SUCCABONE ROADAddressLine1Txt
CityBEDFORD CORNERSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10549ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALLISON SACHSPersonNm
Person TitleMANAGERPersonTitleTxt
Phone9142347091PhoneNum
Signature2024-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstALLISONPersonFirstNm
Person LastSACHSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGennaro J Fulvio CPAPreparerPersonNm
PTINP00531238PTIN
Phone2124903113PhoneNum
Preparation2024-05-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,040,751FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$64InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$64InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,976DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,976DividendsNetInvstIncmAmt
Total Rev And Expnss$9,040TotalRevAndExpnssAmt
Total Net Invst Incm$9,040TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,420AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$625AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$795AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$3,483OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,011OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,903TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,636TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$895TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$150,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$150,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$155,703TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,636TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$151,695TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$146,663ExcessRevenueOverExpensesAmt
Net Investment Income$5,404NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$69,850CashBOYAmt
Cash EOY$76,010CashEOYAmt
Cash EOYFMV$76,010CashEOYFMVAmt
Sav And Temp Cash Invst BOY$223,898SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$72,835SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$72,835SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,191,075CorporateStockBOYAmt
Corporate Stock EOY$1,191,115CorporateStockEOYAmt
Corporate Stock EOYFMV$891,906CorporateStockEOYFMVAmt
Total Assets BOY$1,484,823TotalAssetsBOYAmt
Total Assets EOY$1,339,960TotalAssetsEOYAmt
Total Assets EOYFMV$1,040,751TotalAssetsEOYFMVAmt
Accounts Payable EOY$1,800AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,800TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,484,823RetainedEarningBOYAmt
Retained Earning EOY$1,338,160RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,484,823TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,338,160TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,484,823TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,339,960TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,484,823TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$146,663ExcessRevenueOverExpensesAmt
Subtotal$1,338,160SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,338,160TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$75InvestmentIncomeExciseTaxAmt
Subtotal$75SubtotalAmt
Tax Based On Investment Income$75TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$75TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ALLISON SACHSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9142347091PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1454 SUCCABONE ROADAddressLine1Txt
CityBEDFORD CORNERSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10549ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID SACHS
454 SUCCABONE ROADBEDFORD CORNERSNY10549Treasurer5.0$0$0$0
ALLISON SACHS
454 SUCCABONE ROADBEDFORD CORNERSNY10549President5.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$751,185AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$237,641AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$988,826TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$988,826AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,832CashDeemedCharitableAmt
Net Vl Noncharitable Assets$973,994NetVlNoncharitableAssetsAmt
Minimum Investment Return$48,700MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$48,700MinimumInvestmentReturnAmt
Tax Based On Investment Income$75TaxBasedOnInvestmentIncomeAmt
Total Tax$75TotalTaxAmt
Distributable Before Adj$48,625DistributableBeforeAdjAmt
Distributable Before Ded$48,625DistributableBeforeDedAmt
Distributable As Adjusted$48,625DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$151,695ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$151,695QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$48,625DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$182,963ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$104,810ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$124,708ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$66,054ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$84,864ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$563,399TotalExcessDistributionCyovAmt
Qualifying Distributions$151,695QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Treated As Distri From Corpus$151,695TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$48,625ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$48,625ExcessDistributionCyovAppCYAmt
Total Corpus$666,469TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$134,338ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$532,131ExcessDistriCyovToNextYrAmt
Excess From Year4$104,810ExcessFromYear4Amt
Excess From Year3$124,708ExcessFromYear3Amt
Excess From Year2$66,054ExcessFromYear2Amt
Excess From Year1$84,864ExcessFromYear1Amt
Excess From Current Year$151,695ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerALLISON SACHSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
BABSON COLLEGE
Cruickshank Alumni Hall 2 NicholsBabson ParkMA024570310NonePCEducation$1,000
SILO RIDGE COMMUNITY FOUNDATION
4974 ROUTE 22AMENIANY12501NonePCTo aid donee organization in their exempt function$10,000
STREET SQUASH
40 West 116th StreetNew YorkNY10004NonePCTo aid donee organization in their exempt function$15,000
CITY SQUASH
PO Box 619BronxNY10458NonePCTo aid donee organization in their exempt function$10,000Fordham Station
Boy and Girls Club of N Weschester
351 Main StMount KiscoNY10549NonePCTo aid donee organization in their exempt function$7,000
Memorial Sloan Kettering
1275 York AvenueNew YorkNY10065NonePCTo aid donee organization in their exempt function$1,000
WATERSIDE SCHOOL
770 PACIFIC STREETSTAMFORDCT06902NonePCTo aid donee organization in their exempt function$50,000
Bedford Fire Department
34 Village GreenBedfordNY105060230NonePCTo aid donee organization in their exempt function$500
KAPLAN PUBLIC
170 West 74th StreetNew YorkNY10023NONEPCTo help organization in its exempt function$2,800
Future 5
135 Atlantic StreetStamfordCT06901NonePCTo help org. in its exempt function$5,000
Squash and Education Alliance
555 8th AveNew YorkNY10018NonePCTo help org. in its exempt function$5,000Suite 1102
FRIENDS OF THE CHARTER HIGH SCHOOL FOR LAW AND JUS
1960 UNIVERSITY AVENUEBRONXNY10453NonePCTo help org. in its exempt function$500
Northern Westchester Hospital
400 East Main StreetMount KiscoNY10549NonePCTo help organization with its exempt function$6,000
RIDGE'S WAY FOUNDATION
300 THIRD AVEUEBROOKLYNNY11217NONEPCTO HELP ORG. IN ITS EXEMPT FUNCTION$6,000203
UJA FEDERATION
130E 59TH STREETNEW YORKNY10022NONEPCTO HELP ORG. IN ITS EXEMPT FUNCTION$1,500
BROTHERS FOR LIFE
270 S HANFORD STSEATTLEWA98134NONENCTO HELP ORG. IN ITS EXEMPT FUNCTION$1,000207
BEDFORD VILLAGE LIONS CLUB FOUNDATION
PO BOX 260BEDFORDNY10506NONEPCTO HELP ORG. IN ITS EXEMPT FUNCTION$1,000
FILM INDEPENDENT
5670 WILSHIRE BLVDLOS ANGELESCA90036NONEPCTO HELP ORG. IN ITS EXEMPT FUNCTION$2509TH FLOOR
MOUNT KISCO CHILDCARE
95 RADIO CIRCLE DRMOUNT KISCONY10549NONEPCTO HELP ORG. IN ITS EXEMPT FUNCTION$1,250
NATIONAL MULTIPLE SCLEROSIS SOCIETY
733 THIRD AVENUE 3RD FLOORNEW YORKNY10017NONEPCTO HELP ORG. IN ITS EXEMPT FUNCTION$1,000
PEF
630 THIRD AVENUENEW YORKNY10017NONEPCTO HELP ORG. IN ITS EXEMPT FUNCTION$2,50015TH FLOOR
JGIVE -TRENDS OF ASOR FUND
NONEPCTO HELP ORG. IN ITS EXEMPT FUNCTION$7,50024 HEBROF RD JVP MEDIA QUARTERJERUSALEMIS9354212
MARK MESSEIR FOUNDATIONS
CO MONARCH 209 E 31STNEW YORKNY10016NONEPCTO HELP ORG. IN ITS EXEMPT FUNCTION$10,000
AMERICAN FRIENDS OF LEKET ISRAEL- HEDADO COM
PO BOX 2090TEANECKNJ07666NONEPCTO HELP ORG. IN ITS EXEMPT FUNCTION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$150,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$64ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,976ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOVERPAYMENT ESTIMATED TAXES 2020Desc

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,040ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,040TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING FEES$1,250$625$625
ADVERTISING$170$170

Depreciation Schedule DepreciationSchedule

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionELECTION UNDER REGULATION SEC.53.4942(A)-3(D)(2) WE HEREBY ELECT UNDER REGULTION SEC. 53.4942(A)-3(D)(2) TO TREAT THE QUALIFYING DISTRIBUTIONS AMADE DURING THE YEAR ENDED 12/31/2023 OF $151,695 AS HAVING BEEN MADE OUT OF CORPUS.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock36300.60 SHS RIVER PARK FDS TRStockNm
EOY Book Value$1,191,115EOYBookValueAmt
EOYFMV$891,906EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
NYS DEPT OF LAW$100$100
BANK CHARGES$11$11
NON DEDUCTIBLE DONATIONS$3,000$3,000
MISC. EXPENSES$372

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOVERPAYMENT ESTIMATED TAX 2020Desc

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt

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