MICHAEL TUCH FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL TUCH FOUNDATION INC (EIN 13-6002848)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-19
- IRS object ID
- 202442329349100214
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-19T11:01:12-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 E CAMELBACK ROAD STE 475 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136002848 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL TUCH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 5187272010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 124 SOUTH PINE AVE | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA TUCK ROZETT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5187272010 | PhoneNum |
| Signature | 2024-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | JEFFREY E KUHLIN | PreparerPersonNm |
| PTIN | P00353001 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2024-06-03 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,241,172 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $98,738 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $242,723 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $241,122 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $407,767 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,607,651 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $407,767 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $3,642 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $752,870 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $648,889 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,623 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,156 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,467 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,994 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,994 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,378 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,726 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $3,351 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $759 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,592 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $63,396 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,635 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,109 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $632,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $632,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $695,396 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,635 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $648,109 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $57,474 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $605,254 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,862 | CashBOYAmt |
| Cash EOY | $6,404 | CashEOYAmt |
| Cash EOYFMV | $6,404 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $444,541 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $4,924,449 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,419,614 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,234,768 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,370,852 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,426,018 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,241,172 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,370,852 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,426,018 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,370,852 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,426,018 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,370,852 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,426,018 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,370,852 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $57,474 | ExcessRevenueOverExpensesAmt |
| Other Increases | $834 | OtherIncreasesAmt |
| Subtotal | $5,429,160 | SubtotalAmt |
| Other Decreases | $3,142 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,426,018 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (160 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 83. AT&T INC | 2020-06-12 | 2023-03-27 | $1,565 | $1,928 | -$363 | -$363 | |
| 1916. AT&T INC | 2023-10-04 | $27,876 | $42,717 | -$14,841 | -$14,841 | ||
| 36. ABBOTT LABORATORIES COM | 2019-05-10 | 2023-03-27 | $3,546 | $2,736 | $810 | $810 | |
| 727. ABBOTT LABORATORIES COM | 2023-10-04 | $69,176 | $48,448 | $20,728 | $20,728 | ||
| 200. ALPHABET INC | 2020-10-01 | 2023-01-06 | $17,442 | $14,860 | $2,582 | $2,582 | |
| 14. AMERICAN WATER WORKS CO INC | 2020-06-12 | 2023-03-27 | $1,985 | $1,792 | $193 | $193 | |
| 199. AMERICAN WATER WORKS CO INC | 2020-06-12 | 2023-10-04 | $23,433 | $25,478 | -$2,045 | -$2,045 | |
| 646. AMPHENOL CORP | 2023-10-04 | $53,476 | $37,392 | $16,084 | $16,084 | ||
| 529. AUTOMATIC DATA PROCESSING INC | 2023-03-07 | $117,969 | $12,960 | $105,009 | $105,009 | ||
| 3330. BANK OF AMERICA CORP | 2023-10-04 | $85,653 | $81,798 | $3,855 | $3,855 | ||
| 6. BROADCOM INC | 2021-01-13 | 2023-03-27 | $3,799 | $2,702 | $1,097 | $1,097 | |
| 83. BROADCOM INC | 2023-10-04 | $68,070 | $32,197 | $35,873 | $35,873 | ||
| 346. CME GROUP INC | 2023-10-04 | $69,612 | $61,663 | $7,949 | $7,949 | ||
| 2501. CAMECO CORP | 2021-05-07 | 2023-10-04 | $89,628 | $45,318 | $44,310 | $44,310 | |
| 30. CHEVRON CORP | 2020-06-12 | 2023-03-27 | $4,730 | $2,740 | $1,990 | $1,990 | |
| 236. CHEVRON CORP | 2023-10-04 | $38,435 | $21,541 | $16,894 | $16,894 | ||
| 55. CISCO SYS INC COM | 2019-01-17 | 2023-03-27 | $2,785 | $2,433 | $352 | $352 | |
| 378. CISCO SYS INC COM | 2019-01-17 | 2023-10-04 | $20,174 | $16,722 | $3,452 | $3,452 | |
| 35000. CISCO SYSTEMS INCDTD 3/3/2014 3.62500% 3 | 2023-03-31 | 2023-08-15 | $34,603 | $34,629 | -$26 | -$26 | |
| 47. COMCAST CORP CL A | 2023-03-27 | $1,709 | $2,341 | -$632 | -$632 | ||
| 324. COMCAST CORP CL A | 2021-01-13 | 2023-10-04 | $14,029 | $16,093 | -$2,064 | -$2,064 | |
| 13. CROWN CASTLE INTERNATIONAL CORP | 2020-06-12 | 2023-03-27 | $1,674 | $2,064 | -$390 | -$390 | |
| 275. CROWN CASTLE INTERNATIONAL CORP | 2023-10-04 | $24,641 | $32,379 | -$7,738 | -$7,738 | ||
| 15. DOLLAR GENERAL CORP | 2021-01-13 | 2023-03-27 | $3,097 | $3,259 | -$162 | -$162 | |
| 191. DOLLAR GENERAL CORP | 2023-10-04 | $20,313 | $33,508 | -$13,195 | -$13,195 | ||
| 65. DOMINION RES INC VA NEW | 2023-01-06 | 2023-10-04 | $2,726 | $4,038 | -$1,312 | -$1,312 | |
| 330. DOMINION RES INC VA NEW | 2020-10-21 | 2023-10-04 | $13,840 | $26,572 | -$12,732 | -$12,732 | |
| 130. HESS CORP | 2022-11-18 | 2023-10-04 | $18,614 | $18,511 | $103 | $103 | |
| 8. HOME DEPOT INC | 2021-01-13 | 2023-03-27 | $2,261 | $2,227 | $34 | $34 | |
| 165. HOME DEPOT INC | 2023-10-04 | $48,074 | $43,692 | $4,382 | $4,382 | ||
| 14. HONEYWELL INTERNATIONAL INC | 2021-01-13 | 2023-03-27 | $2,646 | $2,916 | -$270 | -$270 | |
| 161. HONEYWELL INTERNATIONAL INC | 2023-10-04 | $29,316 | $27,562 | $1,754 | $1,754 | ||
| 67. HUBBELL INC | 2023-10-04 | $20,680 | $8,287 | $12,393 | $12,393 | ||
| 6150. ISHARES S&P US PREFERRED STOCK CLOSED-END FUND | 2023-10-24 | $175,777 | $230,140 | -$54,363 | -$54,363 | ||
| 245000. JPMORGAN CHASE & CODTD 5/22/2008 6.40000 | 2009-05-07 | 2023-08-15 | $265,911 | $238,640 | $27,271 | $27,271 | |
| 18. JOHNSON & JOHNSON | 2020-07-30 | 2023-03-27 | $2,768 | $2,635 | $133 | $133 | |
| 66. JOHNSON & JOHNSON | 2023-10-04 | $10,214 | $9,143 | $1,071 | $1,071 | ||
| 48. JOHNSON & JOHNSON | 2003-03-04 | 2023-10-04 | $7,428 | $2,507 | $4,921 | $4,921 | |
| .11 KENVUE INC | 2019-05-10 | 2023-09-11 | $3 | $2 | $1 | $1 | |
| 64. KRAFT HEINZ CO | 2020-07-28 | 2023-03-27 | $2,471 | $2,236 | $235 | $235 | |
| 966. KRAFT HEINZ CO | 2023-10-04 | $31,940 | $32,184 | -$244 | -$244 | ||
| 11. MCDONALDS CORP | 2020-10-01 | 2023-03-27 | $3,022 | $2,413 | $609 | $609 | |
| 222. MCDONALDS CORP | 2023-10-04 | $56,515 | $46,780 | $9,735 | $9,735 | ||
| 200000. METLIFE INCDTD 6/3/2004 6.37500% 6/15/20 | 2010-02-12 | 2023-08-15 | $212,388 | $208,022 | $4,366 | $4,366 | |
| 358. MOLSON COORS BREWING CO | 2022-11-18 | 2023-10-04 | $22,406 | $19,203 | $3,203 | $3,203 | |
| 26. NEXTERA ENERGY INC | 2020-06-12 | 2023-03-27 | $1,972 | $1,614 | $358 | $358 | |
| 593. NEXTERA ENERGY INC | 2023-10-04 | $30,167 | $29,509 | $658 | $658 | ||
| 7. PARKER HANNIFIN CORP COM | 2021-01-13 | 2023-03-27 | $2,274 | $2,011 | $263 | $263 | |
| 102. PARKER HANNIFIN CORP COM | 2023-10-04 | $39,125 | $24,017 | $15,108 | $15,108 | ||
| 33. PEPSICO INC CAP | 2000-04-04 | 2023-03-27 | $5,937 | $1,228 | $4,709 | $4,709 | |
| 349. PEPSICO INC CAP | 2000-04-04 | 2023-10-04 | $58,649 | $12,988 | $45,661 | $45,661 | |
| 19. PROCTER & GAMBLE CO COM | 2020-07-30 | 2023-03-27 | $2,781 | $2,476 | $305 | $305 | |
| 268. PROCTER & GAMBLE CO COM | 2023-10-04 | $39,089 | $28,246 | $10,843 | $10,843 | ||
| 17. PROLOGIS INC | 2020-06-12 | 2023-03-27 | $2,009 | $1,574 | $435 | $435 | |
| 331. PROLOGIS INC | 2020-06-12 | 2023-10-04 | $35,632 | $30,654 | $4,978 | $4,978 | |
| 792. PRUDENTIAL FINANCIAL INC | 2023-10-04 | $71,790 | $54,948 | $16,842 | $16,842 | ||
| 27. RAYTHEON TECHNOLOGIES CORP | 2020-06-12 | 2023-03-27 | $2,622 | $1,750 | $872 | $872 | |
| 523. RAYTHEON TECHNOLOGIES CORP | 2023-10-04 | $36,386 | $32,606 | $3,780 | $3,780 | ||
| 235000. REALTY INCOME CORP | 2022-11-03 | 2023-08-22 | $229,879 | $228,582 | $1,297 | $1,297 | |
| 14. REPUBLIC SERVICES INC | 2023-03-27 | $1,843 | $1,233 | $610 | $610 | ||
| 249. REPUBLIC SERVICES INC | 2023-10-04 | $35,443 | $19,874 | $15,569 | $15,569 | ||
| 300000. ROYAL BANK OF CANADA | 2022-11-03 | 2023-08-15 | $306,549 | $300,435 | $6,114 | $6,114 | |
| 100000. SOCIETE GENERALE | 2022-09-28 | 2023-10-03 | $100,000 | $100,000 | |||
| 200000. TRANSCANADA PIPELINES LTDDTD 3/20/2006 5 | 2010-02-12 | 2023-08-15 | $195,384 | $198,003 | -$2,619 | -$2,619 | |
| 100000. UNITED STATES TREAS BILLS | 2022-09-27 | 2023-03-30 | $98,069 | $98,069 | |||
| 100000. UNITED STATES TREAS NTSDTD 9/30/2016 1.3 | 2022-09-27 | 2023-07-21 | $99,277 | $97,137 | $2,140 | $2,140 | |
| 5. UNITEDHEALTH GROUP INC | 2022-01-03 | 2023-03-27 | $2,412 | $2,485 | -$73 | -$73 | |
| 94. UNITEDHEALTH GROUP INC | 2022-01-03 | 2023-10-04 | $47,762 | $46,711 | $1,051 | $1,051 | |
| 815. VIACOMCBS INC | 2022-11-18 | 2023-10-04 | $9,584 | $15,330 | -$5,746 | -$5,746 | |
| 165. VULCAN MATERIALS CO COM | 2022-11-18 | 2023-10-04 | $34,029 | $29,355 | $4,674 | $4,674 | |
| 20. WALMART STORES INC | 2020-07-28 | 2023-03-27 | $2,888 | $2,631 | $257 | $257 | |
| 369. WALMART STORES INC | 2023-10-04 | $59,297 | $37,414 | $21,883 | $21,883 | ||
| 719. WELLS FARGO & COMPANY | 2022-01-03 | 2023-10-04 | $27,871 | $36,525 | -$8,654 | -$8,654 | |
| 12. WEST PHARMACEUTICAL SERVICES INC | 2020-06-30 | 2023-03-27 | $4,021 | $2,693 | $1,328 | $1,328 | |
| 195. WEST PHARMACEUTICAL SERVICES INC | 2023-10-04 | $72,155 | $40,253 | $31,902 | $31,902 | ||
| 143. WHEATON PRECIOUS METALS CORP | 2023-01-06 | 2023-10-04 | $5,516 | $6,197 | -$681 | -$681 | |
| 264. WHEATON PRECIOUS METALS CORP | 2020-07-28 | 2023-10-04 | $10,183 | $14,602 | -$4,419 | -$4,419 | |
| 170000. WYETH L L CDTD 11/14/2005 6.00000% 2/15/ | 2009-04-22 | 2023-08-15 | $180,086 | $169,153 | $10,933 | $10,933 | |
| 20. XYLEM INC | 2020-06-12 | 2023-03-27 | $1,996 | $1,280 | $716 | $716 | |
| 293. XYLEM INC | 2020-06-12 | 2023-10-04 | $26,507 | $18,753 | $7,754 | $7,754 | |
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $407,767 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,413 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,413 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,413 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,008 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,416 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,424 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11 | OverpaymentAmt |
| Applied To ES Tax | $11 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEYBANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2168134548 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN RD OH-01-49-0381 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARTHA TUCK ROZETT | ||||||
| 124 SOUTH PINE AVE | ALBANY | NY | 12208 | PRESIDENT | 1 | $16,623 |
| JONATHAN S TUCK | ||||||
| 124 SOUTH PINE AVE | ALBANY | NY | 12208 | VICE PRESIDENT | 1 | $0 |
| JOSHUA S ROZETT | ||||||
| 124 SOUTH PINE AVE | ALBANY | NY | 12208 | SECRETARY | 1 | $0 |
| JOHN M ROZETT | ||||||
| 124 SOUTH PINE AVE | ALBANY | NY | 12208 | TREASURER | 1 | $0 |
| DANIEL H TUCK | ||||||
| 124 SOUTH PINE AVE | ALBANY | NY | 12208 | DIRECTOR | 1 | $0 |
| ALEXANDER TUCK ROZETT | ||||||
| 124 SOUTH PINE AVE | ALBANY | NY | 12208 | DIRECTOR | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,703,428 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $473,571 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,176,999 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,176,999 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,655 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,084,344 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $304,217 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $304,217 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,413 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,413 | TotalTaxAmt |
| Distributable Before Adj | $295,804 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $295,804 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $295,804 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $648,109 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $648,109 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $295,804 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $84,008 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $121,641 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $181,706 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $208,654 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $244,806 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $840,815 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $648,109 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $295,804 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $352,305 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,193,120 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $84,008 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,109,112 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $121,641 | ExcessFromYear4Amt |
| Excess From Year3 | $181,706 | ExcessFromYear3Amt |
| Excess From Year2 | $208,654 | ExcessFromYear2Amt |
| Excess From Year1 | $244,806 | ExcessFromYear1Amt |
| Excess From Current Year | $352,305 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MINT THEATER COMPANY | |||||||
| 412 W 42ND ST | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING | $10,000 |
| THEATRE FOR A NEW AUDIENCE | |||||||
| 262 ASHLAND PL | BROOKLYN | NY | 11217 | NONE | PC | GENERAL OPERATING | $10,000 |
| SYMPHONY SPACE | |||||||
| UPPER LEVEL 2537 BROADWAY | NEW YORK | NY | 10025 | NONE | PC | GENERAL OPERATING | $10,000 |
| S'COOL SOUNDS | |||||||
| 111 2ND PL | BROOKLYN | NY | 11231 | NONE | PC | GENERAL OPERATING | $10,000 |
| ROUNDABOUT THEATRE COMPANY | |||||||
| 231 W 39TH ST | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING | $10,000 |
| GINGOLD THEATRICAL GROUP | |||||||
| 520 8TH AVE RM 304 | NEW YORK | NY | 100188641 | NONE | PC | GENERAL OPERATING | $10,000 |
| RED BULL THEATER | |||||||
| 191 7TH AVE 2S | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING | $15,000 |
| NEW YORK THEATRE WORKSHOP | |||||||
| 79 E 4TH ST | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING | $7,500 |
| TEATRO CIRCULO | |||||||
| 64 E 4TH ST | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING | $5,000 |
| BROOKLYN YOUTH CHORUS ACADEMY INC | |||||||
| 179 PACIFIC ST | BROOKLYN | NY | 112016213 | NONE | PC | GENERAL OPERATING | $12,500 |
| NEW YORK CITY CENTER | |||||||
| 131 W 55TH ST | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING | $8,000 |
| LINCOLN CENTER THEATER | |||||||
| 150 W 65TH ST | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING | $10,000 |
| MUSEUM OF THE CITY OF NEW YORK | |||||||
| 1220 5TH AVE | NEW YORK | NY | 100295221 | NONE | PC | GENERAL OPERATING | $5,000 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK W | NEW YORK | NY | 100245152 | NONE | PC | GENERAL OPERATING | $10,000 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 104585126 | NONE | PC | GENERAL OPERATING | $10,000 |
| THE PAPER BAG PLAYERS INC | |||||||
| 131 VARICK ST RM 1001 | NEW YORK | NY | 100131417 | NONE | PC | GENERAL OPERATING | $5,000 |
| THE PALEY CENTER FOR MEDIA | |||||||
| 25 WEST 52 STREET | NEW YORK | NY | 100196104 | NONE | PC | GENERAL OPERATING | $8,000 |
| ATLANTIC THEATER COMPANY | |||||||
| 336 W 20TH ST | NEW YORK | NY | 100113302 | NONE | PC | GENERAL OPERATING | $8,000 |
| MUSEUM OF JEWISH HERITAGE A LIVING MEMOR | |||||||
| 36 BATTERY PL | NEW YORK | NY | 102801502 | NONE | PC | GENERAL OPERATING | $5,000 |
| MUSEUM AT ELDRIDGE STREET | |||||||
| 12 ELDRIDGE ST | NEW YORK | NY | 100026204 | NONE | PC | GENERAL OPERATING | $10,000 |
| LOWER EAST SIDE TENEMENT MUSEUM | |||||||
| 103 ORCHARD ST 4TH FL | NEW YORK | NY | 100023102 | NONE | PC | GENERAL OPERATING | $8,000 |
| HUDSON VALLEY SHAKESPEARE FESTIVAL INC | |||||||
| PO BOX 125 | GARRISON | NY | 105240125 | NONE | PC | GENERAL OPERATING | $5,000 |
| YOUTH JUSTICE NETWORK INC | |||||||
| 63 W 125TH STREET | NEW YORK | NY | 100274590 | NONE | PC | GENERAL OPERATING | $5,000 |
| ANSONIA MUSIC OUTREACH ORGANIZATION INC | |||||||
| 330 WADSWORTH AVE APT 2G | NEW YORK | NY | 100404137 | NONE | PC | GENERAL OPERATING | $5,000 |
| CLASSICAL THEATRE OF HARLEM | |||||||
| 8 W 126TH ST | NEW YORK | NY | 100273811 | NONE | PC | GENERAL OPERATING | $5,000 |
| SOCIETY OF THE THIRD STREET MUSIC SCHOOL | |||||||
| 235 E 11TH ST | NEW YORK | NY | 100037305 | NONE | PC | GENERAL OPERATING | $15,000 |
| BROOKLYN BOTANIC GARDEN CORP TRUST UW E | |||||||
| CO FIDUCIARY TR CO 280 PARK AVENUE | NEW YORK | NY | 100170000 | NONE | PC | GENERAL OPERATING | $10,000 |
| JEWISH MUSEUM | |||||||
| 1109 5TH AVE | NEW YORK | NY | 101280118 | NONE | PC | GENERAL OPERATING | $7,000 |
| DOROT | |||||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | NONE | PC | GENERAL OPERATING | $7,500 |
| CLASSIC STAGE COMPANY | |||||||
| 136 E 13TH ST | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING | $8,000 |
| CITY PARKS FOUNDATION | |||||||
| 830 5TH AVE | NEW YORK | NY | 10065 | NONE | PC | GENERAL OPERATING | $5,000 |
| CITY ARTS | |||||||
| 77 BLEECKER ST SUITE C2-18 | NEW YORK | NY | 10012 | NONE | PC | GENERAL OPERATING | $15,000 |
| PHOENIX THEATRE ENSEMBLE INC | |||||||
| 200 EAST 10TH STREET 180 | NEW YORK | NY | 100037702 | NONE | PC | GENERAL OPERATING | $5,000 |
| DEVELOPING ARTISTS THEATER COMPANY INC | |||||||
| 22 E 30TH ST | NEW YORK | NY | 100167002 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| SECOND STAGE | |||||||
| 1501 BROADWAY SUITE 518 | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING | $12,000 |
| PUBLICOLOR | |||||||
| 20 W 36TH ST 9TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING | $25,000 |
| EPIC THEATRE ENSEMBLE | |||||||
| 410 W 42ND ST 4 | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING | $15,000 |
| FIASCO THEATER | |||||||
| PO BOX 291 | NEW YORK | NY | 102760291 | NONE | PC | GENERAL OPERATING | $25,000 |
| QUEENS BOTANICAL GARDEN | |||||||
| 43-50 MAIN ST | FLUSHING | NY | 11355 | NONE | PC | GENERAL OPERATING | $8,000 |
| MANHATTAN THEATRE CLUB | |||||||
| 311 WEST 43RD ST 8TH FLOOR | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING | $12,000 |
| IRISH REPERTORY THEATRE | |||||||
| 132 WEST 22ND STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING | $15,000 |
| INTREPID SEA AIR AND SPACE MUSEUM | |||||||
| PIER 86 W 46TH ST | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING | $7,000 |
| FUTURES AND OPTIONS | |||||||
| 120 BROADWAY 1019 | NEW YORK | NY | 10271 | NONE | PC | GENERAL OPERATING | $5,000 |
| EDUCATION THROUGH MUSIC | |||||||
| 122 E 42ND ST 1501 | NEW YORK | NY | 10168 | NONE | PC | GENERAL OPERATING | $15,000 |
| YORK THEATER COMPANY | |||||||
| 619 LEXINGTON AVE | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING | $7,000 |
| WORKING THEATER | |||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING | $5,000 |
| WATERFRONT MUSEUM | |||||||
| 290 CONOVER ST | BROOKLYN | NY | 11231 | NONE | PC | GENERAL OPERATING | $10,000 |
| URBAN STAGES | |||||||
| 259 W 30TH ST | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING | $10,000 |
| SEARCH AND CARE | |||||||
| 1844 2ND AVE | NEW YORK | NY | 10128 | NONE | PC | GENERAL OPERATING | $12,000 |
| JAZZ PASSENGERS MUSIC PROJECTS | |||||||
| 410 W 24TH ST APT 14L | NEW YORK | NY | 100111308 | NONE | PC | GENERAL OPERATING | $5,000 |
| NATIONAL DANCE INSTITUTE | |||||||
| 217 W 147TH ST | NEW YORK | NY | 10039 | NONE | PC | GENERAL OPERATING | $10,000 |
| KAUFMAN MUSIC CENTER | |||||||
| 129 W 67TH ST | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING | $7,500 |
| THE HOPE PROGRAM | |||||||
| 1 SMITH ST 4TH FLOOR | BROOKLYN | NY | 11201 | NONE | PC | GENERAL OPERATING | $10,000 |
| CORA DANCE | |||||||
| 358 VAN BRUNT ST | BROOKLYN | NY | 11231 | NONE | PC | GENERAL OPERATING | $5,000 |
| BALLET TECH | |||||||
| 890 BROADWAY | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING | $7,000 |
| AVENUES FOR JUSTICE | |||||||
| 100 CENTRE STREET ROOM 1541 | NEW YORK | NY | 10013 | NONE | PC | GENERAL OPERATING | $20,000 |
| STATEN ISLAND MUSEUM | |||||||
| 1000 RICHMOND TERRACE | STATEN ISLAND | NY | 10301 | NONE | PC | GENERAL OPERATING | $5,000 |
| PROSPECT THEATER COMPANY INC | |||||||
| 520 EIGHTH AVE 3RD FLOOR SUITE 307 | NEW YORK | NY | 100188643 | NONE | PC | GENERAL OPERATING | $10,000 |
| ST ANN'S WAREHOUSE | |||||||
| 45 WATER ST | BROOKLYN | NY | 11201 | NONE | PC | GENERAL OPERATING | $10,000 |
| NEW YORK CLASSICAL THEATRE | |||||||
| 64 FULTON ST 1108 | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATING | $10,000 |
| HARLEM CHILDREN'S ZONE | |||||||
| 35 EAST 125TH ST | NEW YORK | NY | 10035 | NONE | PC | GENERAL OPERATING | $15,000 |
| GREEN GUERILLAS | |||||||
| 30 THIRD AVE ROOM 848 | BROOKLYN | NY | 11217 | NONE | PC | GENERAL OPERATING | $5,000 |
| BROOKLYN CONSERVATORY OF MUSIC | |||||||
| 58 7TH AVE BROOKLYN | BROOKLYN | NY | 11217 | NONE | PC | GENERAL OPERATING | $7,500 |
| BROOKLYN MUSEUM | |||||||
| 200 EASTERN PKWY | BROOKLYN | NY | 11238 | NONE | PC | GENERAL OPERATING | $5,000 |
| BROOKLYN PUBLIC LIBRARY | |||||||
| 128 PIERREPONT ST | BROOKLYN | NY | 11201 | NONE | PC | GENERAL OPERATING | $7,500 |
| LEAP | |||||||
| 535 8TH AVE SUITE 1100 | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING | $10,000 |
| METROPOLITAN MUSEUM OF ARTS | |||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | NONE | PC | GENERAL OPERATING | $5,000 |
| NEW YORK CITY CHILDRENS THEATER | |||||||
| 340 EAST 46TH ST | NEW YORK CITY | NY | 10017 | NONE | PC | GENERAL OPERATING | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $632,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $242,723 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $407,767 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Exclusion | $3,642 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $654,132 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $654,132 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUCH UW MICHAEL TUCH PARAGRAPH SEVENTH | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O KEYBANK 4900 TIEDEMAN RD | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $98,738 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,050 | Amt |
| Disbursements Charitable Prps | $1,050 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (151 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 00206R102 AT&T INC | |||
| 023135106 AMAZON COM INC | |||
| 030420103 AMERICAN WATER WORKS | |||
| 032095101 AMPHENOL CORP | |||
| 053015103 AUTOMATIC DATA PROCE | |||
| 060505104 BANK OF AMERICA CORP | |||
| 11135F101 BROADCOM INC | AT COST | $11,225 | $33,488 |
| 12572Q105 CME GROUP INC | |||
| 17275R102 CISCO SYS INC | AT COST | $15,572 | $17,783 |
| 20030N101 COMCAST CORP | AT COST | $28,472 | $31,572 |
| 22822V101 CROWN CASTLE INTERNA | |||
| 231021106 CUMMINS INC | AT COST | $24,795 | $26,592 |
| 254687106 WALT DISNEY CO | |||
| 254709108 DISCOVER FINANCIAL S | |||
| 256677105 DOLLAR GENERAL CORP | |||
| 437076102 HOME DEPOT INC | |||
| 438516106 HONEYWELL INTERNATIO | AT COST | $8,858 | $14,260 |
| 443510607 HUBBELL INC | |||
| 458140100 INTEL CORP | |||
| 464287804 ISHARES CORE S&P SMA | |||
| 464288687 ISHARES S&P US PREFE | |||
| 478160104 JOHNSON & JOHNSON | AT COST | $10,496 | $31,505 |
| 580135101 MCDONALDS CORP | |||
| 609207105 MONDELEZ INTERNATION | |||
| 67066G104 NVIDIA CORP | |||
| 701094104 PARKER HANNIFIN CORP | |||
| 713448108 PEPSICO INC | AT COST | $12,579 | $57,406 |
| 742718109 PROCTER & GAMBLE CO | AT COST | $11,772 | $19,050 |
| 74340W103 PROLOGIS INC | |||
| 760759100 REPUBLIC SERVICES IN | |||
| 500754106 KRAFT HEINZ CO | |||
| 89352HAB5 TRANSCANADA PIPELINE | |||
| 921943858 VANGUARD FTSE DEV MK | |||
| 931142103 WALMART INC | |||
| 166764100 CHEVRON CORP | AT COST | $33,941 | $55,935 |
| 74256W584 PRINCIPAL MIDCAP FUN | |||
| 46625HHF0 JPMORGAN CHASE & COD | |||
| 65339F101 NEXTERA ENERGY INC | |||
| 690742101 OWENS CORNING INC | |||
| 824348106 SHERWIN WILLIAMS CO | |||
| 957663503 WESTERN ASSET CORE P | |||
| 131649774 CALVERT EMG MKTS EQU | |||
| 291011104 EMERSON ELEC CO | |||
| 46625H100 JP MORGAN CHASE & CO | AT COST | $92,461 | $162,275 |
| 552983470 MFS RESEARCH INTERNA | |||
| 75513E101 RAYTHEON TECHNOLOGIE | |||
| 744320102 PRUDENTIAL FINANCIAL | |||
| 02079K305 ALPHABET INC | |||
| 25746U109 DOMINION ENERGY INC | |||
| 592905509 METROPOLITAN WEST T/ | |||
| 594918104 MICROSOFT CORP | AT COST | $27,041 | $541,122 |
| 72201U638 PIMCO MORTAGE OPP & | |||
| 883556102 THERMO FISHER SCIENT | |||
| 983024AL4 WYETH L L CDTD 11/14 | |||
| 98419M100 XYLEM INC | |||
| 998143905 KEYBANK DEPOSIT SWEE | AT COST | $584,053 | $584,053 |
| 002824100 ABBOTT LABS | |||
| 13321L108 CAMECO CORP | |||
| 46138G805 INVESCO TAXABLE MUNI | |||
| 49456B101 KINDER MORGAN INC | AT COST | $18,724 | $20,815 |
| 962879102 WHEATON PRECIOUS MET | |||
| 97717W505 WISDOMTREE U.S. MIDC | AT COST | $223,853 | $240,832 |
| 46653M849 JOHCM INTERNATIONAL | |||
| 955306105 WEST PHARMACEUTICAL | |||
| 59156RAJ7 METLIFE INCDTD 6/3/2 | |||
| N53745100 LYONDELLBASELL INDUS | |||
| 037833100 APPLE INC | |||
| 33939L837 FLEXSHARES INT QUALI | AT COST | $390,349 | $342,923 |
| 464286319 ISHARES EMERGING MAR | AT COST | $100,236 | $65,722 |
| 808524797 SCHWAB US DIVIDEND E | AT COST | $225,230 | $222,604 |
| 912796YM5 UNITED STATES TREAS | |||
| 91324P102 UNITEDHEALTH GROUP I | |||
| 186854204 CLIFFWATER CORP LEND | AT COST | $199,198 | $198,496 |
| 60871R209 MOLSON COORS BREWING | |||
| 912828T26 UNITED STATES TREAS | |||
| 78016FZU1 ROYAL BANK OF CANADA | |||
| 929160109 VULCAN MATERIALS CO | |||
| 33939L860 FLEXSHARES QUALITY D | AT COST | $167,018 | $186,005 |
| 756109BE3 REALTY INCOME CORP | AT COST | $63,225 | $64,579 |
| 949746101 WELLS FARGO CO | |||
| 42809H107 HESS CORP | |||
| 83369NUV0 SOCIETE GENERALE | |||
| 92556H206 VIACOMCBS INC | |||
| 97717W604 WISDOMTREE U.S. SMAL | AT COST | $218,503 | $235,356 |
| 00287Y109 ABBVIE INC | AT COST | $18,791 | $19,836 |
| 020002101 ALLSTATE CORP | AT COST | $18,997 | $24,077 |
| 031162100 AMGEN INC | AT COST | $25,065 | $27,362 |
| 036752103 ANTHEM INC | AT COST | $19,166 | $20,749 |
| 06051GFM6 BANK OF AMERICA CORP | AT COST | $68,028 | $69,057 |
| 063671101 BANK OF MONTREAL | AT COST | $30,016 | $37,201 |
| 093671105 BLOCK H & R INC | AT COST | $18,521 | $21,380 |
| 110122108 BRISTOL-MYERS SQUIBB | AT COST | $18,641 | $16,932 |
| 126650100 CVS HEALTH CORPORATI | AT COST | $24,985 | $28,899 |
| 134429109 CAMPBELL SOUP CO | AT COST | $12,423 | $13,445 |
| 166764BW9 CHEVRON CORP | AT COST | $65,613 | $67,120 |
| 17275RAN2 CISCO SYSTEMS INCDTD | AT COST | $64,311 | $64,790 |
| 172967HB0 CITIGROUP INCDTD 9/1 | AT COST | $66,435 | $67,305 |
| 219350105 CORNING INC | AT COST | $31,129 | $31,729 |
| 237194105 DARDEN RESTAURANTS I | AT COST | $30,862 | $35,982 |
| 24422EXD6 JOHN DEERE CAPITAL C | AT COST | $74,942 | $76,351 |
| 26441CBV6 DUKE ENERGY CORP | AT COST | $67,318 | $68,125 |
| 30231G102 EXXON MOBIL CORP | AT COST | $18,156 | $16,297 |
| 3130AWUM0 FEDERAL HOME LN BANK | AT COST | $80,000 | $79,876 |
| 3130AXGT9 FEDERAL HOME LOAN BA | AT COST | $104,958 | $105,182 |
| 370334104 GENERAL MLS INC | AT COST | $12,393 | $12,833 |
| 375558103 GILEAD SCIENCES INC | AT COST | $18,512 | $20,253 |
| 38141G104 GOLDMAN SACHS GROUP | AT COST | $17,759 | $22,375 |
| 40434L105 HP INC | AT COST | $25,833 | $29,909 |
| 438127AA0 HONDA MOTOR CO LTD | AT COST | $66,870 | $67,840 |
| 46647PDM5 JPMORGAN CHASE & CO | AT COST | $67,660 | $68,044 |
| 487836108 KELLOGG CO | AT COST | $22,434 | $23,650 |
| 49177J102 KENVUE INC | AT COST | $28,797 | $40,670 |
| 494368103 KIMBERLY CLARK CORP | AT COST | $25,265 | $25,517 |
| 52736R102 LEVI STRAUSS & CO | AT COST | $18,755 | $22,924 |
| 539830109 LOCKHEED MARTIN CORP | AT COST | $24,378 | $27,648 |
| 553530106 MSC INDL DIRECT INC | AT COST | $19,294 | $19,746 |
| 636180101 NATIONAL FUEL GAS CO | AT COST | $30,987 | $30,855 |
| 64110D104 NETAPP INC | AT COST | $31,307 | $36,851 |
| 69047Q102 OVINTIV INC | AT COST | $11,801 | $11,858 |
| 695156109 PACKAGING CORP OF AM | AT COST | $24,943 | $26,554 |
| 704326107 PAYCHEX INC | AT COST | $25,474 | $26,442 |
| 713448FQ6 PEPSICO INC | AT COST | $69,327 | $70,280 |
| 718546104 PHILLIPS 66 | AT COST | $11,766 | $14,246 |
| 74144T108 T ROWE PRICE GROUP I | AT COST | $30,470 | $32,415 |
| 747525103 QUALCOMM INC | AT COST | $18,678 | $24,732 |
| 783549108 RYDER SYS INC | AT COST | $17,668 | $20,136 |
| 80282KAE6 SANTANDER HOLDINGS U | AT COST | $48,798 | $49,420 |
| 854502101 STANLEY BLACK & DECK | AT COST | $23,482 | $29,528 |
| 882508104 TEXAS INSTRS INC | AT COST | $24,863 | $26,933 |
| 89114QCP1 TORONTO-DOMINION BAN | AT COST | $66,956 | $69,278 |
| 902494103 TYSON FOODS INC | AT COST | $12,180 | $13,545 |
| 911312106 UNITED PARCEL SERVIC | AT COST | $49,958 | $51,257 |
| 911312BL9 UNITED PARCEL SERVIC | AT COST | $67,820 | $68,615 |
| 9128283Z1 UNITED STATES TREAS | AT COST | $67,549 | $68,499 |
| 912828Y79 UNITED STATES TREAS | AT COST | $83,598 | $84,923 |
| 91282CDB4 UNITED STATES TREAS | AT COST | $84,261 | $86,080 |
| 91282CDN8 UNITED STATES TREAS | AT COST | $84,116 | $85,826 |
| 91282CFW6 US TREASURY N/B | AT COST | $79,119 | $80,269 |
| 91282CGA3 UNITED STATES TREAS | AT COST | $83,396 | $84,545 |
| 91282CGU9 UNITED STATES TREAS | AT COST | $83,333 | $84,253 |
| 91282CHB0 UNITED STATES TREAS | AT COST | $83,601 | $85,002 |
| 91282CHM6 UNITED STATES TREAS | AT COST | $83,560 | $84,781 |
| 91282CHY0 UNITED STATES TREAS | AT COST | $83,416 | $85,172 |
| 91879Q109 VAIL RESORTS INC | AT COST | $30,004 | $30,313 |
| 92343V104 VERIZON COMMUNICATIO | AT COST | $18,565 | $22,243 |
| 92343VFS8 VERIZON 0.85% 11/20/ | AT COST | $63,174 | $65,048 |
| 92939U106 WEC ENERGY GROUP INC | AT COST | $18,414 | $19,696 |
| 94974BGH7 WELLS FARGO & CODTD | AT COST | $72,211 | $73,311 |
| 961214DC4 WESTPAC BANKING CORP | AT COST | $66,022 | $66,854 |
| 961214EU3 WESTPAC BANKING CORP | AT COST | $52,094 | $53,151 |
| G5960L103 MEDTRONIC PLC | AT COST | $42,795 | $46,380 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PY RETURN OF CAPITAL ADJUSTMENT | $2,695 |
| ROC ADJ ON CY SALES | $447 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEE | $250 | $0 | $250 |
| CHECKING ACCOUNT FEE | $67 | $0 | $67 |
| PAYROLL WITHHOLDING | $3,034 | $759 | $2,275 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Revenue And Expenses Per Books | $3,642 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PY PURCHASE OF ACCRUED INTEREST | $831 |
| ROUNDING | $3 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $35,994 | Amt |
| Net Investment Income | $35,994 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,343 | $1,343 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $3,652 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,383 | $1,383 | $0 |
Comments