BARBARA AND MICHAEL SATOW FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BARBARA AND MICHAEL SATOW FAMILY FOUNDATION INC (EIN 87-3333524)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-08
- IRS object ID
- 202301289349100615
- 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
- Schedule B
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-08T09:16:04-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112461669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SILVERCREST FINANCIAL SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 COURT SQUARE SUITE 101 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | 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 | 873333524 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBARA AND MICHAEL SATOW FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARB | BusinessNameControlTxt |
| Phone | 9739944021 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SILVERCREST 230 COURT SQUARE | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL SATOW | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9739944021 | PhoneNum |
| Signature | 2023-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | SATOW | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONNA STEFANELLI | PreparerPersonNm |
| PTIN | P00849568 | PTIN |
| Phone | 4349774420 | PhoneNum |
| Preparation | 2023-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,003,968 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $30,804 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,804 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$10,668 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $318,315 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $92,083 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $28,136 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $122,887 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $314 | LegalFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $275 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $250 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $839 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $159,285 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $159,285 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $160,124 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $159,285 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$131,988 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $122,737 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,101 | CashBOYAmt |
| Cash EOY | $201,649 | CashEOYAmt |
| Cash EOYFMV | $201,649 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,429,294 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,100,758 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $802,319 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,434,395 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,302,407 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,003,968 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,434,395 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,302,407 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,434,395 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,302,407 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,434,395 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,302,407 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,434,395 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$131,988 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,302,407 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,302,407 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MARKETABLE SECURITIES | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2021-01-01 | AcquiredDt |
| Sold | 2022-12-31 | SoldDt |
| Gross Sales Price | $317,621 | GrossSalesPriceAmt |
| Cost Or Other Basis | $226,232 | CostOrOtherBasisAmt |
| Gain Or Loss | $91,389 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $91,389 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $92,083 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,706 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,706 | SubtotalAmt |
| Tax Based On Investment Income | $1,706 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $706 | TaxDueAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SILVERCREST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9739944021 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 COURT SQUARE | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL SATOW | ||||||||
| C/O SILVERCREST 230 COURT SQUARE | CHARLOTTESVILLE | VA | 22902 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| BARBARA SATOW | ||||||||
| C/O SILVERCREST 230 COURT SQUARE | CHARLOTTESVILLE | VA | 22902 | SECRETARY TR | 0.50 | $0 | $0 | $0 |
| MAX SATOW | ||||||||
| C/O SILVERCREST 230 COURT SQUARE | CHARLOTTESVILLE | VA | 22902 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,143,292 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,469 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,201,761 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,201,761 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,026 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,183,735 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,187 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,187 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,706 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,706 | TotalTaxAmt |
| Distributable Before Adj | $57,481 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $57,481 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $57,481 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $159,285 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $159,285 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,481 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $36,540 | UndistributedIncomePYAmt |
| Qualifying Distributions | $159,285 | QualifyingDistributionsAmt |
| Applied To Year1 | $36,540 | AppliedToYear1Amt |
| Applied To Current Year | $57,481 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $65,264 | RemainingDistriFromCorpusAmt |
| Total Corpus | $65,264 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $65,264 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $65,264 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL SATOW | ContributingManagerNm |
| Contributing Manager | BARBARA SATOW | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| LAGOND MUSIC SCHOOL | |||||||||
| 9 HAVEN STREET | ELMSFORD | NY | 10523 | NONE | PUBLIC | GENERAL | $7,500 | ||
| UNIVERSITY OF CALIFORNIA | |||||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | NONE | PUBLIC | GENERAL | $10,000 | SAN FRANCISCO | |
| HORACE GREELEY SCHOLARSHIP FUND | |||||||||
| PO BOX 242 | CHAPPAQUA | NY | 10514 | NONE | PUBLIC | GENERAL | $1,000 | ||
| MAKING HEADWAY FOUNDATION | |||||||||
| 115 KING STREET | CHAPPAQUA | NY | 10514 | NONE | PUBLIC | GENERAL | $1,000 | ||
| SAVE THE CHILDREN | |||||||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | NONE | PUBLIC | GENERAL | $2,500 | STE 400 | |
| DIRECT RELIEF | |||||||||
| 6100 WALLACE ROAD | SANTA BARBARA | CA | 93117 | NONE | PUBLIC | GENERAL | $2,500 | ||
| LEHIGH UNIVERSITY | |||||||||
| 27 MEMORIAL DRIVE W | BETHLEHEM | PA | 18015 | NONE | PUBLIC | GENERAL | $5,000 | ||
| BARD COLLEGE | |||||||||
| 30 CAMPUS ROAD | ANNANDALE ON HUDSON | NY | 12504 | NONE | PUBLIC | GENERAL | $1,000 | ||
| CONNECTICUT COLLEGE | |||||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | NONE | PUBLIC | GENERAL | $1,000 | ||
| JED FOUNDATION | |||||||||
| 530 7TH AVENUE STE 801 | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL | $30,000 | ||
| TEMPLE BETH EL OF NORTHERN | |||||||||
| 220 S BEDFORD ROAD | CHAPPAQUA | NY | 10514 | NONE | PUBLIC | GENERAL | $6,785 | WESTCHESTER | |
| CHAPPAQUA SCHOOL FOUNDATION | |||||||||
| PO BOX 202 | CHAPPAQUA | NY | 10514 | NONE | PUBLIC | GENERAL | $1,000 | ||
| LIFTING UP WESTCHESTER | |||||||||
| 35 ORCHARD STREET | WHITE PLAINS | NY | 10603 | NONE | PUBLIC | GENERAL | $3,000 | ||
| NYUFACES | |||||||||
| ONE PARK AVENUE 5TH FL | NEW YORK | NY | 10016 | NONE | PUBLIC | GENERAL | $2,500 | NYU LANGONE HEALTH | |
| BRAINIACS FOUNDATION | |||||||||
| 11 RIVER STREET | SLEEPY HOLLOW | NY | 10591 | NONE | PUBLIC | GENERAL | $500 | ||
| MY SISTERS PLACE | |||||||||
| 3 BARKER AVENUE | WHITE PLAINS | NY | 10601 | NONE | PUBLIC | GENERAL | $2,500 | ||
| UNDERSTOOD | |||||||||
| 9 MORTON STREET 5TH FL | NEW YORK | NY | 10014 | NONE | PUBLIC | GENERAL | $5,000 | ||
| COLUMBIA UNIVERSITY | |||||||||
| 622 WEST 113TH ST MC4524 | NEW YORK | NY | 10025 | NONE | PUBLIC | GENERAL | $48,500 | ||
| NORTHERN WESTCHESTER HOSPITAL | |||||||||
| 400 EST MAIN STREET | MOUNT KISCO | NY | 10549 | NONE | PUBLIC | GENERAL | $2,500 | ||
| MEMORIAL SLOAN KETTERING | |||||||||
| PO BOX 27106 | NEW YORK | NY | 10087 | NONE | PUBLIC | GENERAL | $25,000 | CANCER CENTER | |
| MAKE A WISH AMERICA | |||||||||
| 1702 EAST HIGHLAND AVE | PHOENIX | AZ | 85016 | NONE | PUBLIC | GENERAL | $500 | STE 400 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $159,285 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,804 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$10,668 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $20,136 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,136 | TotalIncomeProducingActyAmt |
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 Person | MICHAEL BARBARA SATOW | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SILVERCREST 230 COURT SQUARE | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,100,758 | EOYBookValueAmt |
| EOYFMV | $802,319 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $314 | LegalFeesAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MERRILL LYNCH FEES | $150 | $150 |
| HARVARD BUSINESS SERVICES | $125 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NYS FILING FEE | CategoryTxt |
| Amt | $250 | Amt |
Comments