BETA

SHIN CREEK TR: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SHIN CREEK TR (EIN 13-7582641)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-15
IRS object ID
202341359349102849
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-15T12:37:14-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11177 AVENUE OF THE AMERICAS 18THAddressLine1Txt
Address Line2FLOORAddressLine2Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN137582641EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SHIN CREEK TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHINBusinessNameControlTxt
Phone2124556250PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1224 DAVIS ROADAddressLine1Txt
CityLIVINGSTON MANORCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12758ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL D BARNETTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6462135100PhoneNum
Signature2023-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPAULPersonFirstNm
Person LastBARNETTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANGELA PERCELLAPreparerPersonNm
PTINP00965741PTIN
Phone6462135100PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,937,190FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$15,723InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15,723InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$127,321DividendsRevAndExpnssAmt
Dividends Net Invst Incm$127,321DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$90,510NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$87,741GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$90,510CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,330OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$2,315OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$238,884TotalRevAndExpnssAmt
Total Net Invst Incm$231,239TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$3,601TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$899OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$899OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,500TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$899TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$222,668ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$222,668ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$227,168TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$899TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$222,668TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,716ExcessRevenueOverExpensesAmt
Net Investment Income$230,340NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$1CashBOYAmt
Cash EOY-$1CashEOYAmt
Cash EOYFMV-$1CashEOYFMVAmt
Sav And Temp Cash Invst BOY$167,319SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$63,296SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$63,296SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,518,297OtherInvestmentsBOYAmt
Other Investments EOY$1,632,689OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,873,895OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,685,615TotalAssetsBOYAmt
Total Assets EOY$1,695,984TotalAssetsEOYAmt
Total Assets EOYFMV$1,937,190TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,685,615RetainedEarningBOYAmt
Retained Earning EOY$1,695,984RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,685,615TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,695,984TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,685,615TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,695,984TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,685,615TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,716ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,697,331SubtotalAmt
Other Decreases$1,347OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,695,984TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
ONE WILLIAM STREET CAPITAL PARTNERS LPP-$4,552-$4,552
ONE WILLIAM STREET CAPITAL PARTNERS LPP-$521-$521
ONE WILLIAM STREET CAPITAL PARTNERS LPP$7,842$7,842
FROM FORM 2439 - NATIONAL FINANCIAL SERVICES LLCP$87,741$87,741$87,741
FieldValueIRS element (for citing)
Capital Gain Net Income$90,510CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,202InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,202SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,202TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$149EsPenaltyAmt
Tax Due$3,351TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksANDERSEN TAX LLCIndividualWithBooksNm
Phone6462135100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11177 AVENUE OF THE AMERICAS 18THAddressLine1Txt
Address Line2FLOORAddressLine2Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAUL D BARNETT
224 DAVIS ROADLIVINGSTON MANORNY12758TRUSTEE0.00$0$0$0
LINDA P BARNETT
224 DAVIS ROADLIVINGSTON MANORNY12758TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,681,555AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$122,604AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,804,159TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,804,159AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,062CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,777,097NetVlNoncharitableAssetsAmt
Minimum Investment Return$88,855MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$88,855MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,202TaxBasedOnInvestmentIncomeAmt
Income Tax$1,210IncomeTaxAmt
Total Tax$4,412TotalTaxAmt
Distributable Before Adj$84,443DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$84,443DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$84,443DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$222,668ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$222,668QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$84,443DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$127,209ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$140,099ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$116,815ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$224,994ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$231,571ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$840,688TotalExcessDistributionCyovAmt
Qualifying Distributions$222,668QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$84,443AppliedToCurrentYearAmt
Remaining Distri From Corpus$138,225RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$978,913TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$127,209ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$851,704ExcessDistriCyovToNextYrAmt
Excess From Year4$140,099ExcessFromYear4Amt
Excess From Year3$116,815ExcessFromYear3Amt
Excess From Year2$224,994ExcessFromYear2Amt
Excess From Year1$231,571ExcessFromYear1Amt
Excess From Current Year$138,225ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMERS ASSOCIATION
225 NORTH MICHIGAN AVENUE SUITE1700CHICAGOIL60601PUBLIC CHARITYRESEARCH$1,000
ASIA ART ARCHIVE
23 CRANBERRY STBROOKLYNNY11201PUBLIC CHARITYART$1,000
BEAVERKILL VALLEY FIRE DEPARTMENT
1517 BEAVERKILL RDLIVINGSTON MANORNY12758PUBLIC CHARITYFIRE STATION$100
BROTHERHOOD SISTER SOL
512 WEST 143RD STREETNEW YORKNY10031PUBLIC CHARITYYOUTH SUPPORT$20,000
CATSKILL ART SOCIETY
48 MAIN STLIVINGSTON MANORNY12758PUBLIC CHARITYART$5,000
CHARITIES AID FOUNDATION OF AMERICA
225 REINEKERS LANE SUITE 375 CAFAMERICAALEXANDRIAVA22314PUBLIC CHARITYFUND RAISING AND/OR FUND DISTRIBUTION$2,000
CHILDRENS RADIO FOUNDATION
169 STONE HILL ROADBEDFORDNY10506PUBLIC CHARITYYOUTH SUPPORT, RADIO EDUCATION$50,025
DEVELOPING RADIO PARTNERS
910 17TH STREETWASHINGTON DCDC20006PUBLIC CHARITYINTERNATIONAL DEVELOPMENT$500
FAIRFIELD UNIVERSITY
1073 N BENSON ROADFAIRFIELDCT06824PUBLIC CHARITYEDUCATION$1,000
FOWJC WILDLIFE JUSTICE NY
ONE LIBERTY PLAZA 165 BROADWAY FL23NEW YORKNY10006PUBLIC CHARITYWILDLIFE$1,010
GLOBALGOODS PARTNERS
115 WEST 30TH STREET SUITE 400NEW YORKNY10001PUBLIC CHARITYSOCIAL JUSTICE.$10,000
GRACE PLACE
375 MEADOWLARK DRIVEBERTHOUDCO80513PUBLIC CHARITYRELIGIOUS ORGANIZATION$1,000
HAITI CARDIAC ALLIANCE
47 MAPLE STREET SUITE 213BURLINGTONVT05401PUBLIC CHARITYLIFE-SAVING CARDIAC SURGERY TO ALL HAITIANS$10,000
JACKSON HOLE CONSERVATION ALLIANCE
685 S CACHE STREETJACKSONWY83001PUBLIC CHARITYPROTECTING THE WILDLIFE$3,033
LUNCHBOX FUND
PO BOX 10NEW YORKNY10276PUBLIC CHARITYFIGHT HUNGER$5,000
MSKC NY
1275 YORK AVENUENEW YORKNY10065PUBLIC CHARITYMEDICAL$500
OCEARCH
1790 BONANZA DRIVEPARK CITYUT84060PUBLIC CHARITYMARINE SCIENCE$1,000
PANCREAS CENTER AT COLUMBIA
161 FORT WASHINGTON AVENEW YORKNY10032PUBLIC CHARITYMEDICAL$50,000
POLLYANNA
19 E 80TH ST APT 8ENEW YORKNY10075PUBLIC CHARITYEDUCATIONAL SERVICES AND SCHOOLS$1,000
ROSEMARY PENCIL FOUNDATION
100 CEDAR STREET APT B 21DOBBS FERRYNY10522PUBLIC CHARITYEDUCATION FOR CHILDREN IN MALAWI, ZIMBABWE, AND ZAMBIA$5,000
SCRANTON AREA FOUNDATION
615 JEFFERSON AVE SUITE 102SCRANTONPA18510PUBLIC CHARITYCOUNTY DEVELOPMENT$500
SHINING HOPE FOR COMMUNITIES (SHOFCO)
11 PARK PLACE 3RD FLOORNEW YORKNY10007PUBLIC CHARITYADVOCACY AND EDUCATION$2,500
ST IGNATIUS LOYOLA
980 PARK AVENUENEW YORKNY10028PUBLIC CHARITYRELIGIOUS$500
ST LAWRENCE UNIVERSITY
ROMODA DRIVECANTONNY13617PUBLIC CHARITYEDUCATION$20,000
UNIVERSITY OF RICHMOND
28 WESTHAMPTON WAYUNIVERSITY OF RICHMONDVA23173PUBLIC CHARITYEDUCATION$20,000
US SKI AND SNOWBOARD
PO BOX 100PARK CITYUT84060PUBLIC CHARITYUS SKI AND SNOWBOARD$1,000
WORLD BICYCLE RELIEF
1000 WEST FULTON MARKET 4TH FLOORCHICAGOIL60607PUBLIC CHARITYBICYCLING ORIENTED DEVELOPMENT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$222,668TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,723ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$127,321ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$90,510RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescONE WILLIAM STREET CAPITAL PARTNERS LPDesc
Business523940BusinessCd
Unrelated Business Taxbl Incm$7,645UnrelatedBusinessTaxblIncmAmt
Related Or Exempt Function Incm-$2,315RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$7,645UnrelatedBusinessTaxblIncmAmt
Exclusion$143,044ExclusionAmt
Related Or Exempt Function Incm$88,195RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$238,884TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
8N/A
11N/A

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIDELITY #Z71-1442233 - COMMON STOCKAT COST$1,402,225$1,643,431
ONE WILLIAM STREET CAPITAL PARTNERS LPAT COST$230,464$230,464

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNONDEDUCTIBLE CHARITABLE CONTRIBUTIONSDesc
Amt$1,347Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescONE WILLIAM STREET CAPITAL PARTNERS LPDesc
Revenue And Expenses Per Books$899RevenueAndExpensesPerBooksAmt
Net Investment Income$899NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescONE WILLIAM STREET CAPITAL PARTNERS LPDesc
Revenue And Expenses Per Books$5,330RevenueAndExpensesPerBooksAmt
Net Investment Income-$2,315NetInvestmentIncomeAmt
Adjusted Net Income$5,330AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INTERNAL REVENUE SERVICE$3,351$0$0
NYS EXTENSION PAYMENT$250$0$0

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