BETA

THE ACHIM FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE ACHIM FAMILY FOUNDATION (EIN 47-2369212)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-03
IRS object ID
202201239349102460
Schema version
2021v4.2
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)
Return2022-05-03T16:39:07-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION SOURCEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HOLLOW LN STE 212AddressLine1Txt
CityLAKE SUCCESSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472369212EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The ACHIM Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlACHIBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personchaim wassermanPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2022-05-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstchaimPersonFirstNm
Person LastwassermanPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,712,983FMVAssetsEOYAmt
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$39InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$39InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$41,876DividendsRevAndExpnssAmt
Dividends Net Invst Incm$41,876DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$51,538NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$278,269GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$51,527CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$93,453TotalRevAndExpnssAmt
Total Net Invst Incm$93,442TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$17,282OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$17,282OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$730TaxesRevAndExpnssAmt
Taxes Net Invst Incm$230TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$14,374OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$37OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$14,337OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$32,386TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,549TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$14,337TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$63,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$63,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$95,386TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,549TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$77,337TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,933ExcessRevenueOverExpensesAmt
Net Investment Income$75,893NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$174,001SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$129,977SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$129,977SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,771,672CorporateStockBOYAmt
Corporate Stock EOY$1,813,763CorporateStockEOYAmt
Corporate Stock EOYFMV$2,583,006CorporateStockEOYFMVAmt
Total Assets BOY$1,945,673TotalAssetsBOYAmt
Total Assets EOY$1,943,740TotalAssetsEOYAmt
Total Assets EOYFMV$2,712,983TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,945,673RetainedEarningBOYAmt
Retained Earning EOY$1,943,740RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,945,673TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,943,740TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,945,673TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,943,740TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,945,673TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,933ExcessRevenueOverExpensesAmt
Subtotal$1,943,740SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,943,740TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$278,269GrossSalesPriceAmt
Cost Or Other Basis$226,742CostOrOtherBasisAmt
Gain Or Loss$51,527GainOrLossAmt
Gains Minus Excess Or Losses$51,527GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$51,527CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,055InvestmentIncomeExciseTaxAmt
Subtotal$1,055SubtotalAmt
Tax Based On Investment Income$1,055TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$513EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$513TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$542TaxDueAmt

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 StateDEOrgReportOrRegisterStateCd
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 Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
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)
PersonChaim WassermanPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
TitlePres, Dir, Sec, TreasTitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,385,974AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$158,322AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,544,296TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,544,296AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,164CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,506,132NetVlNoncharitableAssetsAmt
Minimum Investment Return$125,307MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$125,307MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,055TaxBasedOnInvestmentIncomeAmt
Total Tax$1,055TotalTaxAmt
Distributable Before Adj$124,252DistributableBeforeAdjAmt
Distributable Before Ded$124,252DistributableBeforeDedAmt
Distributable As Adjusted$124,252DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$77,337ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$77,337QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$124,252DistributableAsAdjustedAmt
Undistributed Income PY$69,984UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Qualifying Distributions$77,337QualifyingDistributionsAmt
Applied To Year1$69,984AppliedToYear1Amt
Applied To Current Year$7,353AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$116,899UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BEIS MENACHEM MENDEL OF FLATBUSH
1011 E 18TH STBROOKLYNY11230N/APCGeneral & Unrestricted$20,000
FRIENDS OF CHABAD LUBAVITCH SAN DIEGO
10785 POMERADO RDSAN DIEGOCA92131N/APCGeneral & Unrestricted$25,000
FRIENDSHIP CIRCLE OF THE FIVE TOWNS INC
74 MAPLE AVECEDARHURSTNY11516N/APCGeneral & Unrestricted$18,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$63,000TotalGrantOrContriPdDurYrAmt

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$39ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$41,876ExclusionAmt
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$51,538ExclusionAmt
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$93,453ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$93,453TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (70 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCENTURE PLC$3,386$7,047
ADYEN N.V.$3,086$4,132
AIA GROUP LTD ADR$6,190$6,088
AIR PRODS & CHEM INC$3,934$5,172
ALCON INC$3,586$5,489
ALPHABET INC CL C$4,794$11,574
ALTRIA GROUP INC$7,607$7,251
AMADEUS IT HLDS SA$4,401$3,860
AON PLC CL A$2,640$3,907
APPLE INC$4,932$11,720
ASML HOLDING NV NY REG SHS$3,243$9,554
ATLAS COPCO AB A SHS ADR$3,221$5,475
ATLASSIAN CORP PLC$4,376$4,194
BERKSHIRE HATHAWAY INC. CLASS$8,852$12,259
BLACKROCK EVENT DRIVEN EQUITY$24,050$24,759
BLACKROCK INC$3,067$5,493
BLACKROCK INDEX FDS INTL FD K$94,998$109,946
BLACKSTONE ALTERNATIVE MULTI S$24,903$24,393
CANADIAN PACIFIC RAILWAY LTD$3,971$6,475
CARMAX INC$3,255$5,339
CHARLES SCHWAB CORP$3,979$7,990
CHURCH & DWIGHT$4,820$5,638
CISCO SYSTEMS INC$3,466$4,879
CSL LTD$4,883$6,348
DSV UNSP ADR EACH REPR 0.5 ORD$3,380$7,512
EPAM SYSTEMS INC$3,956$5,348
EVOLUTION GAMING GROUP AB ADR$4,336$3,288
EXPERIAN GROUP LTD S/ADR$4,447$7,643
FACEBOOK INC$7,594$8,745
FEDEX CORPORATION$4,206$5,949
FERRARI NV$3,822$5,953
FIDELITY 500 INDEX FUND$783,054$1,185,754
FIDELITY INTERNATL INDEX INSTL$22,485$23,720
FISERV INC$5,001$4,878
HOME DEPOT INC$3,980$8,300
ICON PLC - AMERICAN DEPOSITARY$3,807$6,194
JOHNSON & JOHNSON$3,981$4,619
JPMORGAN BETA BUILDERS EUROPE$229,336$264,947
JPMORGAN BETABUILDERS CANADA E$56,443$75,667
JPMORGAN BETABUILDERS DEVELOPE$42,469$42,152
JPMORGAN BETABUILDERS JAPAN ET$67,809$73,091
LASERTEC ADR$4,545$7,536
LI NING CO$3,328$3,255
LONZA GROUP AG UNSP/ADR$4,113$5,511
LOWES COMPANIES INC$1,813$4,394
LULULEMON ATHLETICA INC$3,356$5,872
LVMH MOET HENN UNSP$3,246$6,124
MARTIN MARIETTA MATLS INC$4,133$7,489
METTLER-TOLEDO INTL$2,192$5,092
NESTLE S.A$7,909$11,510
NEUBERGER BERMAN ALTRNTIVE FDS$18,252$22,116
NEW MARKET CORP$5,164$4,113
NORFOLK SOUTHERN CORP$3,876$6,847
O'REILLY AUTOMOTIVE INC$3,596$7,062
OLD DOMINION FREIGHT LINES$3,255$5,017
PERNOD RICARD S A SPONSORED AD$2,840$3,878
PFIZER INC$3,216$4,842
PROGRESSIVE CORP OHIO$3,178$4,722
RESMED INC$3,372$6,512
SHENZHOU INTL GROUP HOLDINGS A$3,726$3,014
SHOPIFY INC$1,624$5,510
SIKA AG BEARER SHS$2,599$5,860
STERIS PLC$2,769$4,868
STORE CAPITAL CORPORATION$3,712$6,226
TAIWAN SEMICONDUCTOR MFG CO LT$3,710$8,181
TEXAS INSTRUMENTS INC$4,033$6,596
VANGUARD 500 INDEX FUND ADM$211,532$374,667
VERIZON COMMUNICATIONS$4,141$4,001
VISA INC$4,556$6,285
WUXI BIOLOGICS INC ADR$4,231$3,164

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$14,312$14,312
Bank Charges$37$37
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$17,282Amt
Net Investment Income$17,282NetInvestmentIncomeAmt

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationThe Foundation's tax preparer is located in Nassau County, NY, which, per IRS release NY-2021-01 announced on September 9, 2021, is included in the list of localities that constitute a covered disaster area for purposes of Treas. Reg. Sec. 301.7508A-1(d)(2) and are entitled to tax relief due to Hurricane Ida. Additional time was needed to calculate and transmit the tax payment. Therefore, Form 2220 indicates that the Q3 or Q4 estimated tax payment made on or before the extended deadline of February 15, 2022 was, in fact, made timely on the original due date of such payment. We respectfully request that no late payment penalties be assessed in connection with such payment(s) per Treas. Reg. Sec. 301.7508A-1(c)(1).ExplanationTxt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
990-PF Estimated Tax for 2021$500
Foreign Tax Paid$230$230

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.