JOSEPH JACK SITT 1986 CHARITABLE TR: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JOSEPH JACK SITT 1986 CHARITABLE TR (EIN 13-3406764)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202313199349104846
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)
Return2023-11-15T13:26:05-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FTI Consulting IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line156 Livingston Avenue 4th FloorAddressLine1Txt
CityRoselandCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07068ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133406764EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Joseph Jack Sitt 1986 - Charitable TrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% TAXPAYERInCareOfNm
Business Name ControlJOSEBusinessNameControlTxt
Phone2125295055PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 West 39th Street - 11th FloorAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJoseph SittPersonNm
Person TitleTrusteePersonTitleTxt
Phone2125295055PhoneNum
Signature2023-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJosephPersonFirstNm
Person LastSittPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMark GoldenPreparerPersonNm
PTINP00285161PTIN
Phone9738528100PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$7,010,044FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,140ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$154InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$154InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$22,171DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,171DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$781,274NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,974,672GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$755,809TotalRevAndExpnssAmt
Total Net Invst Incm$22,325TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$3,559OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$3,559OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$957TaxesRevAndExpnssAmt
Taxes Net Invst Incm$957TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$5,497OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$5,497OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,013TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$957TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,056TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$124,382ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$124,382ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$134,395TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$957TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$133,438TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$890,204ExcessRevenueOverExpensesAmt
Net Investment Income$21,368NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$46,429SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$159,309SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$159,309SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,105,790CorporateStockBOYAmt
Corporate Stock EOY$1,277,475CorporateStockEOYAmt
Corporate Stock EOYFMV$731,725CorporateStockEOYFMVAmt
Other Investments BOY$6,293,779OtherInvestmentsBOYAmt
Other Investments EOY$6,119,010OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,119,010OtherInvestmentsEOYFMVAmt
Total Assets BOY$8,445,998TotalAssetsBOYAmt
Total Assets EOY$7,555,794TotalAssetsEOYAmt
Total Assets EOYFMV$7,010,044TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$8,445,998RetainedEarningBOYAmt
Retained Earning EOY$7,555,794RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,445,998TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,555,794TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,445,998TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,555,794TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,445,998TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$890,204ExcessRevenueOverExpensesAmt
Subtotal$7,555,794SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,555,794TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SUMMARY OF VARIOUS STOCK TRANSACTIONS2022-01-012022-12-31$12,472,924$13,309,800-$810,389-$836,876
SUMMARY OF VARIOUS STOCK TRANSACTIONS2022-01-012022-12-31$501,748$475,219$29,115$26,529
FieldValueIRS element (for citing)
Capital Gain Net Income-$781,274CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$297InvestmentIncomeExciseTaxAmt
Subtotal$297SubtotalAmt
Tax Based On Investment Income$297TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$963EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$963TotalPaymentsAndCreditsAmt
Overpayment$666OverpaymentAmt
Applied To ES Tax$666AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1TAXPAYERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2125295055PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line125 WEST 39TH STREET - 11TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJoseph J SittPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 West 39th Street - 11th FloorAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,269,514AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$198,811AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$6,119,010FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,587,335TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,587,335AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$113,810CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,473,525NetVlNoncharitableAssetsAmt
Minimum Investment Return$373,676MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$373,676MinimumInvestmentReturnAmt
Tax Based On Investment Income$297TaxBasedOnInvestmentIncomeAmt
Total Tax$297TotalTaxAmt
Distributable Before Adj$373,379DistributableBeforeAdjAmt
Distributable Before Ded$373,379DistributableBeforeDedAmt
Distributable As Adjusted$373,379DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$133,438ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$133,438QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$373,379DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Excess Distribution Cyov Yr5$267,664ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$268,977ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$194,234ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$184,997ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$271,510ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,187,382TotalExcessDistributionCyovAmt
Qualifying Distributions$133,438QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Treated As Distri From Corpus$133,438TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$373,379ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$373,379ExcessDistributionCyovAppCYAmt
Total Corpus$947,441TotalCorpusAmt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$947,441ExcessDistriCyovToNextYrAmt
Excess From Year4$163,262ExcessFromYear4Amt
Excess From Year3$194,234ExcessFromYear3Amt
Excess From Year2$184,997ExcessFromYear2Amt
Excess From Year1$271,510ExcessFromYear1Amt
Excess From Current Year$133,438ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOSEPH J SITTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Hatzoloh Of Flatbush
1880 Ocean AvenueBrooklynNY11230NonePCUnrestricted$1,200
Renewal Of Life
5904 13th AvenueBrooklynNY11219NonePCUnrestricted$5,000
The Special Children's Center
1400 Prospect StreetLakewoodNJ08701NonePublic CharityUnrestricted$3,600
Total Donations Less Than 1000
VariousVariousNY11223NONEPCUnrestricted.$10,242
Chabad Lubavitch Of Western Monmouth County
24 Wickatunk RoadManalapanNJ07726NONEPCUnrestricted$2,000
Mount Sinai Health System
One Gustave L Levy PlaceNew YorkNY10029NONEPCUnrestricted$5,000Box 1049
Ohr Joseph Institutions
One Gustave L Levy PlaceNew YorkNY10001NONEPCUnrestricted$1,000Box 1049
Kever Rachel Fund
901 First CourtBrooklynNY11223NONEPCUnrestricted$5,000
Ahavat Shalom
2425 Hubbard StreetBrooklynNY11235NONEPCUnrestricted$2,000
Tiferet Shaul
1747 East 2nd StreetBrooklynNY11223NONEPCUnrestricted$1,200
Sephardic Food Fund
8 West 40th Street / 4th FloorNew YorkNY10018NONEPCUnrestricted$1,000
Flatbush Shomrim Safety Patrol
1009 East 14th StreetBrooklynNY11230NONEPCUnrestricted$2,000
Mary Tawil Foundation
1832 East 8th StreetBrooklynNY11223NONEPCUnrestricted$1,000
Congregation Bnei Yeshiva
728 Shrewsbury AveLong BranchNJ07740NONEPCUnrestricted$1,000
Dr Richard Barnett Foundation
52 Great Oak RoadHamilton SquareNJ08690NONEPCUnrestricted$10,000
March Of Dimes
PO Box 18819AtlantaGA31126NONEPCUnrestricted$2,500
UJA-Federation of New York
PO Box 4917New YorkNY10261NONEPCUnrestricted$26,000
Joyeux Foundation US
345 Park Avenue SouthNew YorkNY10017NONEPCUnrestricted$1,800
Torat Hanachal
303 Park AvenueElberonNJ07740NONEPCUnrestricted$1,100
Yeshiva of Flatbush
919 East 10th StreetBrooklynNY11230NONEPCUnrestricted$1,000
Synagogue of Deal
128 Norwood AveDealNJ07723NONEPCUnrestricted$1,000
Chabad of Clifton Park
495 Moe RoadClifton ParkNY12065NONEPCUnrestricted$1,000
Yeshiva Gedolah Bais Yisroel
1731 Ridge AvenueLakewoodNJ08701NONEPCUnrestricted$2,000
Friends Of Access Israel
1641 Third AvenueNew YorkNY10128NONEPCUnrestricted$1,500Apt 7H
Bobbie's Place
1243 East 14th StreetBrooklynNY11230NONEPCUnrestricted$2,400
Beverly Hills Jewish Community
910 N Beverly DriveBeverly HillsCA90210NONEPCUnrestricted$3,000
Mifal Chesed
1843 53d StreetBrooklynNY11204NONEPCUnrestricted$1,500
American Friends Of Rabin Medical Center
636 Broadway Suite 618New YorkNY10012NONEPCUnrestricted$6,740
Israel Medical Fund
3110 Solon Road Suite 9SolonOH44139NONEPCUnrestricted$1,000
Chai Lifeline
5 Airport RoadLakewoodNJ08701NONEPCUnrestricted$1,000
Foundation for Ethnic Understanding
1 East 93rd StreetNew YorkNY10128NONEPCUnrestricted$1,800Suite 1C
Jewish GW
2522 St NWWashington DCDC20037NONEPCUnrestricted$3,600
CARE For Special Needs Children Foundation
1977 Coney Island AvenueBrooklynNY11223NONEPCUnrestricted$1,200
Federation of Jewish Communities
445 Park AveNew YorkNY10022NONEPCUnrestricted$10,0009Th Floor
Deal Policeman's Benevolent Association
PO BOX 308DealNJ07723NONEPCUnrestricted$2,000
Mirrer Yeshiva Central Institute
1791-95 Ocean ParkwayBrooklynNY11223NONEPCUnrestricted$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$124,382TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$154ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,171ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$781,274ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$758,949ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$758,949TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPursuant to IRC Section 4942(h)(2) and Reg. 53-4942(a), the above referenced foundation hereby elects to treat the current year qualifying distributions in excess of the immediately proceeding tax year's undistributed income as being made out of the corpus.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$1,277,475EOYBookValueAmt
EOYFMV$731,725EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or Item99% INTEREST IN THOR UPF I LLCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$6,119,010BookValueAmt
EOYFMV$6,119,010EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$3,082$3,082
FILING FEES$250$250
MISC EXPENSE$2,165$2,165

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$3,559Amt
Disbursements Charitable Prps$3,559DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$957Amt
Net Investment Income$957NetInvestmentIncomeAmt

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