ACCESS CAPITAL FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ACCESS CAPITAL FOUNDATION (EIN 36-7190561)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-13
- IRS object ID
- 202443189349100724
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T08:14:43-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204553256 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARINER WEALTH ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 BROADWAY 28TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367190561 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCESS CAPITAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACCE | BusinessNameControlTxt |
| Phone | 2126449300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 PARK AVENUE 19TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIE STUCHIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2126449300 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH MITCHELL | PreparerPersonNm |
| PTIN | P01635343 | PTIN |
| Phone | 2128695900 | PhoneNum |
| Preparation | 2024-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $714,081 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $137 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $137 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,089 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,089 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$34,831 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $299,848 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$9,605 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,226 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,523 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $761 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $762 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $5,486 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,486 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,259 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,247 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,012 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $412,029 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $412,029 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $419,288 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,247 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $413,041 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$428,893 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,979 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,499 | CashBOYAmt |
| Cash EOY | $14,365 | CashEOYAmt |
| Cash EOYFMV | $14,365 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $134,720 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,642 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,642 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $724,093 | CorporateStockBOYAmt |
| Corporate Stock EOY | $538,824 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $538,824 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $181,080 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $119,250 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $119,250 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,055,392 | TotalAssetsBOYAmt |
| Total Assets EOY | $714,081 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $714,081 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,055,392 | RetainedEarningBOYAmt |
| Retained Earning EOY | $714,081 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,055,392 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $714,081 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,055,392 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $714,081 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,055,392 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$428,893 | ExcessRevenueOverExpensesAmt |
| Other Increases | $87,582 | OtherIncreasesAmt |
| Subtotal | $714,081 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $714,081 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 220 SHS VANGUARD EXTENDED MARKETS INDEX FD | P | 2021-03-30 | 2023-10-24 | $29,902 | $38,303 | -$8,401 | -$8,401 |
| 863 SHS VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT | P | 2021-03-30 | 2023-10-24 | $33,013 | $44,699 | -$11,686 | -$11,686 |
| 176 SHS VANGUARD BD INDEX FDS TOTAL BND MRKT | P | 2021-03-30 | 2023-10-24 | $12,093 | $14,901 | -$2,808 | -$2,808 |
| 1,632 SHS VANGUARD DEVELOPED MARKETS INDEX FUND ETF | P | 2021-03-30 | 2023-10-24 | $68,991 | $80,358 | -$11,367 | -$11,367 |
| 418 SHS VANGUARD SCOTTSDALE FUNDS SHORT-TERM TREASURY ETF | P | 2021-03-30 | 2023-10-24 | $24,072 | $25,722 | -$1,650 | -$1,650 |
| 322 SHS VANGUARD SCOTTSDALE FUNDS VANGUARD INTER-TERM CORP BD ETF | P | 2021-03-30 | 2023-10-24 | $24,056 | $29,891 | -$5,835 | -$5,835 |
| 278 SHS VANGUARD INDEX FUNDS S&P 500 ETF USA. | P | 2021-03-30 | 2023-10-24 | $107,721 | $100,805 | $6,916 | $6,916 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$34,831 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $264 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $264 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $264 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,379 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,379 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,115 | OverpaymentAmt |
| Applied To ES Tax | $15,115 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 2126449300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 PARK AVENUE 19TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIE STUCHIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ACCESS CAPITAL - 400 PARK | AddressLine1Txt |
| Address Line2 | AVENUE | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $702,586 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $155,052 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $857,638 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $857,638 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,865 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $844,773 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,239 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,239 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $264 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $264 | TotalTaxAmt |
| Distributable Before Adj | $41,975 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,975 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,975 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $413,041 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $413,041 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,975 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $142,378 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,059 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $259,700 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $181,251 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $285,107 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $891,495 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $413,041 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,975 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $371,066 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,262,561 | 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 | $142,378 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,120,183 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,059 | ExcessFromYear4Amt |
| Excess From Year3 | $259,700 | ExcessFromYear3Amt |
| Excess From Year2 | $181,251 | ExcessFromYear2Amt |
| Excess From Year1 | $285,107 | ExcessFromYear1Amt |
| Excess From Current Year | $371,066 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BARROW STREET NURSERY SCHOOL | ||||||||
| 27 BARROW STREET 2ND FLOOR | NEW YORK | NY | 10014 | NONE | 501 (C) (3) | GENERAL SUPPORT | $10,000 | |
| CHILDREN'S MUSEUM OF MANHATTAN | ||||||||
| 212 W 83RD ST | NEW YORK | NY | 10024 | NONE | 501 (C) (3) | GENERAL SUPPORT | $118,400 | |
| DANA-FARBER CANCER INSTITUTE | ||||||||
| 450 BROOKLYNE AVE | BOSTON | MA | 02215 | NONE | 501 (C) (3) | GENERAL SUPPORT | $100,000 | |
| FOUNDATION FOR SARCOIDOSIS RESEARCH | ||||||||
| 122 SOUTH MICHIGAN AVE SUITE 1700 | CHICAGO | IL | 60603 | NONE | 501 (C) (3) | GENERAL SUPPORT | $10,000 | |
| HORACE MANN SCHOOL | ||||||||
| 231 WEST 256TH STREET | BRONX | NY | 10471 | NONE | 501 (C) (3) | GENERAL SUPPORT | $150,200 | |
| JDC | ||||||||
| 220 E 42ND STREET | NEW YORK | NY | 10017 | NONE | 501 (C) (3) | GENERAL SUPPORT | $10,000 | |
| METROPOLITAN MUSEUM | ||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | 501 (C) (3) | GENERAL SUPPORT | $600 | |
| PROMISE PROJECT INC | ||||||||
| 121 AVENUE OF THE AMERICAS 6TH | NEW YORK | NY | 10013 | NONE | 501 (C) (3) | GENERAL SUPPORT | $5,000 | FLOOR |
| US HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | NONE | 501 (C) (3) | GENERAL SUPPORT | $1,370 | |
| PENNSYLVANIA STATE UNIVERSITY - THON | ||||||||
| 329 INNOVATION BLVD SUITE 311 | STATE COLLEGE | PA | 168036606 | NONE | 501 (C) (3) | GENERAL SUPPORT | $309 | |
| NCJW NEW YORK | ||||||||
| 241 WEST 72ND STREET | NEW YORK | NY | 10023 | NONE | 501 (C) (3) | GENERAL SUPPORT | $850 | |
| HABITAT FOR HUMANITY GREATER PALM BEACH COUNTY | ||||||||
| 181 SE 5TH AVENUE | DELRAY BEACH | FL | 33483 | NONE | 501 (C) (3) | GENERAL SUPPORT | $2,500 | |
| CENTRAL SYNOGOGUE | ||||||||
| 652 LEXINGTON AVE | NEW YORK | NY | 10022 | NONE | 501 (C) (3) | GENERAL SUPPORT | $1,000 | |
| CHABAD OF WEST VILLAGE INC | ||||||||
| 54 CHARLES STREET | NEW YORK | NY | 10014 | NONE | 501 (C) (3) | GENERAL SUPPORT | $1,800 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $412,029 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $137 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,089 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$34,831 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$9,605 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$9,605 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY XX0467 | BondNm |
| EOY Book Value | $119,250 | EOYBookValueAmt |
| EOYFMV | $119,250 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY XX0467 | StockNm |
| EOY Book Value | $538,824 | EOYBookValueAmt |
| EOYFMV | $538,824 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,523 | LegalFeesAmt |
| Net Investment Income | $761 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $762 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $87,582 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $5,486 | Amt |
| Net Investment Income | $5,486 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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