JACK NUDELMAN QTIP TR U-W FBO EUNICE: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JACK NUDELMAN QTIP TR U-W FBO EUNICE (EIN 16-6544776)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2024-10-03
- IRS object ID
- 202402779349100405
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-03T10:01:32-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 RUSH ALLEY SUITE 800 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432153932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 166544776 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TR UA JACK NUDELMAN QTIP FBO EUNICE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NUDE | BusinessNameControlTxt |
| Phone | 2125250561 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 HUDSON BOULEVARD | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FOR HSBC BANK USA | PersonNm |
| Person Title | VP | PersonTitleTxt |
| Phone | 2125250561 | PhoneNum |
| Signature | 2024-10-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY NEUGEBAUER | PreparerPersonNm |
| PTIN | P01285591 | PTIN |
| Phone | 3124869399 | PhoneNum |
| Preparation | 2024-10-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Application Pending | Yes (X) | ApplicationPendingInd |
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $2,388,363 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $34,499 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,923 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,433 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $990,165 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,433 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $87,932 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84,356 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $32,239 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,791 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,448 | 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 |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $52,288 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $43 | 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 |
| Tot Opr Expenses Rev And Expnss | $84,527 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,834 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,448 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,012 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,012 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $94,539 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,834 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,460 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,607 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,522 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,591 | CashBOYAmt |
| Cash EOY | $46,025 | CashEOYAmt |
| Cash EOYFMV | $46,025 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,374,633 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,389,245 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,758,214 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,514 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,398 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $49,856 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $590,075 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $571,135 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $534,268 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,054,813 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,056,803 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,388,363 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,054,813 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,056,803 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,054,813 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,056,803 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,054,813 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,056,803 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,054,813 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,607 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,597 | OtherIncreasesAmt |
| Subtotal | $2,056,803 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,056,803 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (75 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 182. AECOM | 2021-04-06 | 2022-07-13 | $11,606 | $12,130 | -$524 | -$524 |
| 136. AMAZON COM INC | 2018-09-12 | 2022-06-23 | $15,079 | $13,464 | $1,615 | $1,615 |
| 145. AMERICAN TOWER CORP | 2022-10-28 | $29,765 | $40,521 | -$10,756 | -$10,756 | |
| 164. APPLE COMPUTER INC | 2022-08-19 | $28,156 | $9,006 | $19,150 | $19,150 | |
| 7. BLACKROCK INC | 2022-03-10 | 2022-07-07 | $4,353 | $4,808 | -$455 | -$455 |
| 15. BLACKROCK INC | 2022-07-07 | $9,327 | $7,840 | $1,487 | $1,487 | |
| 147. BLACKSTONE INC | 2019-11-05 | 2022-07-07 | $14,277 | $7,801 | $6,476 | $6,476 |
| 147. CHEVRONTEXACO CORP | 2019-11-05 | 2022-03-07 | $23,652 | $17,902 | $5,750 | $5,750 |
| 12. CHEVRONTEXACO CORP | 2021-06-02 | 2022-04-04 | $1,960 | $1,300 | $660 | $660 |
| 45. CHEVRONTEXACO CORP | 2019-11-05 | 2022-04-04 | $7,349 | $5,480 | $1,869 | $1,869 |
| 40. CHEVRONTEXACO CORP | 2021-06-02 | 2022-05-12 | $6,366 | $4,335 | $2,031 | $2,031 |
| 4. CHIPOTLE MEXICAN GRILL INC | 2021-08-23 | 2022-04-14 | $6,387 | $7,715 | -$1,328 | -$1,328 |
| 4. CHIPOTLE MEXICAN GRILL INC | 2021-08-23 | 2022-08-19 | $6,673 | $7,715 | -$1,042 | -$1,042 |
| 94. CONOCOPHILLIPS | 2022-01-07 | 2022-03-07 | $9,686 | $7,511 | $2,175 | $2,175 |
| 75. CONOCOPHILLIPS | 2022-01-07 | 2022-05-12 | $7,202 | $5,992 | $1,210 | $1,210 |
| 299. CRANE CO | 2021-05-14 | 2022-05-17 | $29,122 | $29,122 | ||
| 110. CRANE NXT CO | 2021-05-14 | 2022-07-13 | $9,701 | $10,714 | -$1,013 | -$1,013 |
| 82. DISNEY WALT CO | 2022-04-20 | 2022-08-19 | $9,848 | $10,257 | -$409 | -$409 |
| 10. DISNEY WALT CO | 2019-11-05 | 2022-08-19 | $1,201 | $1,318 | -$117 | -$117 |
| 18. EMBECTA CORP | 2022-04-06 | $516 | $528 | -$12 | -$12 | |
| 15. EMBECTA CORP | 2022-04-06 | $430 | $439 | -$9 | -$9 | |
| 139. META PLATFORMS INC-CLASS A | 2022-02-18 | $29,051 | $25,245 | $3,806 | $3,806 | |
| 37. GENERAC HOLDINGS INC | 2020-02-26 | 2022-06-17 | $8,221 | $4,059 | $4,162 | $4,162 |
| 72. GENERAC HOLDINGS INC | 2022-08-04 | $17,889 | $6,884 | $11,005 | $11,005 | |
| 585. GENERAL MOTORS CO | 2022-04-04 | $25,259 | $34,770 | -$9,511 | -$9,511 | |
| 40. HOME DEPOT INC | 2022-04-04 | 2022-06-29 | $10,950 | $12,155 | -$1,205 | -$1,205 |
| 4. HOME DEPOT INC | 2015-10-19 | 2022-06-29 | $1,095 | $490 | $605 | $605 |
| 120. HONEYWELL INTL INC | 2018-09-12 | 2022-02-01 | $24,346 | $18,879 | $5,467 | $5,467 |
| 56. HUNTINGTON INGALLS INDUSTRIE | 2021-02-03 | 2022-01-03 | $10,427 | $8,961 | $1,466 | $1,466 |
| 115. HUNTINGTON INGALLS INDUSTRIE | 2022-01-03 | $21,413 | $19,800 | $1,613 | $1,613 | |
| 100. INTERCONTINENTAL EXCHANGE IN | 2022-01-19 | $12,645 | $8,940 | $3,705 | $3,705 | |
| 60. INTERCONTINENTAL EXCHANGE IN | 2021-07-20 | 2022-02-10 | $7,658 | $7,176 | $482 | $482 |
| 191. INTERCONTINENTAL EXCHANGE IN | 2019-11-05 | 2022-02-10 | $24,377 | $17,054 | $7,323 | $7,323 |
| 96. INTUITIVE SURGICAL INC | 2022-09-08 | $20,546 | $26,742 | -$6,196 | -$6,196 | |
| 500. ISHARES RUSSELL MID-CAP ETF | 2014-01-22 | 2022-04-13 | $38,429 | $18,940 | $19,489 | $19,489 |
| 96. J P MORGAN CHASE & CO | 2022-01-14 | $15,347 | $10,364 | $4,983 | $4,983 | |
| 52. J P MORGAN CHASE & CO | 2022-03-10 | 2022-05-26 | $6,728 | $6,882 | -$154 | -$154 |
| 149. LAUDER ESTEE COS INC CL A | 2022-01-10 | $49,935 | $27,719 | $22,216 | $22,216 | |
| 62. LULULEMON ATHLETICA INC | 2022-06-23 | $17,586 | $14,732 | $2,854 | $2,854 | |
| 145. NIKE INC CL B | 2018-09-12 | 2022-06-23 | $15,410 | $11,990 | $3,420 | $3,420 |
| 82. NVIDIA CORP | 2022-09-01 | $10,891 | $12,116 | -$1,225 | -$1,225 | |
| 97. OSHKOSH TRUCK CORP | 2021-09-16 | 2022-06-17 | $7,921 | $10,592 | -$2,671 | -$2,671 |
| 18. OSHKOSH TRUCK CORP | 2021-09-16 | 2022-07-13 | $1,423 | $1,965 | -$542 | -$542 |
| 76. OSHKOSH TRUCK CORP | 2021-02-17 | 2022-07-13 | $6,008 | $7,635 | -$1,627 | -$1,627 |
| 93. PACCAR INC | 2022-02-01 | 2022-07-13 | $7,398 | $8,834 | -$1,436 | -$1,436 |
| 38. PAYPAL HOLDINGS INC | 2021-11-15 | 2022-02-02 | $5,086 | $8,126 | -$3,040 | -$3,040 |
| 172. PAYPAL HOLDINGS INC | 2022-02-02 | $23,021 | $20,465 | $2,556 | $2,556 | |
| 78. QUANTA SVCS INC | 2021-09-14 | 2022-08-19 | $11,080 | $9,053 | $2,027 | $2,027 |
| 24. SVB FINANCIAL GROUP | 2021-09-14 | 2022-05-26 | $11,314 | $13,992 | -$2,678 | -$2,678 |
| 20. SVB FINANCIAL GROUP | 2022-09-08 | $8,259 | $10,517 | -$2,258 | -$2,258 | |
| 37. SVB FINANCIAL GROUP | 2021-08-11 | 2022-09-08 | $15,280 | $21,549 | -$6,269 | -$6,269 |
| 145. SCHLUMBERGER LTD | 2021-01-05 | 2022-04-04 | $5,930 | $3,357 | $2,573 | $2,573 |
| 163. SCHLUMBERGER LTD | 2021-01-05 | 2022-05-12 | $6,093 | $3,774 | $2,319 | $2,319 |
| 197. SCHWAB CHARLES CORP NEW | 2022-05-26 | $13,563 | $17,818 | -$4,255 | -$4,255 | |
| 191. BLOCK INC | 2022-01-07 | $27,131 | $42,149 | -$15,018 | -$15,018 | |
| 275. TARGET CORP | 2022-11-22 | $43,188 | $57,053 | -$13,865 | -$13,865 | |
| 9. TESLA INC | 2022-04-04 | 2022-06-23 | $6,361 | $10,175 | -$3,814 | -$3,814 |
| 69. TESLA INC | 2022-10-28 | $15,544 | $24,204 | -$8,660 | -$8,660 | |
| 17. THERMO FISHER SCIENTIFIC INC | 2019-11-05 | 2022-01-19 | $10,089 | $4,977 | $5,112 | $5,112 |
| 49. UNITED RENTALS INC | 2020-07-06 | 2022-06-17 | $11,759 | $7,403 | $4,356 | $4,356 |
| 39. UNITED RENTALS INC | 2022-07-13 | $9,697 | $5,843 | $3,854 | $3,854 | |
| 25. UNITEDHEALTH GROUP INC | 2019-11-05 | 2022-01-19 | $11,588 | $6,292 | $5,296 | $5,296 |
| 21. UNITEDHEALTH GROUP INC | 2019-11-05 | 2022-07-21 | $10,793 | $5,285 | $5,508 | $5,508 |
| 838. VERIZON COMMUNICATIONS | 2022-10-28 | $31,437 | $41,302 | -$9,865 | -$9,865 | |
| 76. VULCAN MATLS CO | 2021-01-12 | 2022-05-20 | $11,986 | $12,718 | -$732 | -$732 |
| 49. VULCAN MATLS CO | 2021-01-12 | 2022-06-17 | $7,089 | $8,200 | -$1,111 | -$1,111 |
| 114. VULCAN MATLS CO | 2022-09-26 | $17,566 | $17,955 | -$389 | -$389 | |
| 113. WELLS FARGO & CO NEW | 2021-03-18 | 2022-05-26 | $5,145 | $4,671 | $474 | $474 |
| 71. WORKDAY INC-CLASS A | 2020-09-01 | 2022-06-03 | $11,668 | $17,230 | -$5,562 | -$5,562 |
| .6 ZIMVIE INC | 2020-03-30 | 2022-03-03 | $14 | $13 | $1 | $1 |
| 4.2 ZIMVIE INC | 2021-08-17 | 2022-03-08 | $91 | $143 | -$52 | -$52 |
| 24.8 ZIMVIE INC | 2022-03-08 | $537 | $742 | -$205 | -$205 | |
| 555. JANUS HENDERSON GROUP PLC | 2020-12-03 | 2022-05-04 | $15,410 | $17,766 | -$2,356 | -$2,356 |
| 43. LINDE PLC | 2022-05-20 | $13,253 | $10,530 | $2,723 | $2,723 | |
| 23. LINDE PLC | 2019-11-05 | 2022-06-17 | $6,584 | $4,608 | $1,976 | $1,976 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,433 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $813 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $813 | SubtotalAmt |
| Subtitle A Tax | $10,814 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Applied To ES Tax | $0 | 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 | HSBC BANK USA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125250561 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 HUDSON BOULEVARD | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2021 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HSBC BANK USA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 HUDSON BOULEVARD | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $32,239 | CompensationAmt |
| 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 | $2,418,996 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,483 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,425,479 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,425,479 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,382 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,389,097 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $119,455 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $119,455 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $119,455 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $119,455 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $119,455 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,460 | 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 | $16,460 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $119,455 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $126,305 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,460 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,460 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $109,845 | Taxable2Amt |
| Undistributed Income CY | $119,455 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THE SHRINERS HOSPITAL FOR CHILDREN | ||||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 332061460 | NONE | PC | PROGRAM SUPPORT | $2,503 | |
| THE SALVATION ARMY | ||||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | NONE | PC | PROGRAM SUPPORT | $2,503 | |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||||
| PO BOX 31356 | TAMPA | FL | 336313356 | NONE | PC | PROGRAM SUPPORT | $2,503 | ATTNTRUST & INVESTMENT ACCT MANAGE |
| THE NATURE CONSERVANCY | ||||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 222031606 | NONE | PC | PROGRAM SUPPORT | $2,503 | ATTN BETH MCNALLY EST ADMIN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,012 | 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 | $34,499 | 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 | $53,433 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $87,932 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $87,932 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MUNICIPAL NOTES/BONDS | BondNm |
| EOY Book Value | $50,398 | EOYBookValueAmt |
| EOYFMV | $49,856 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $1,332,289 | $1,688,143 |
| GLOBAL COMMON STOCK | $56,956 | $70,071 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | US CLOSED-END MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $571,135 | BookValueAmt |
| EOYFMV | $534,268 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $8,597 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $52,245 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $43 | $43 | $0 |
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