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PAUL AND JILL KANEB FAMILY CHARITABLE: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
PAUL AND JILL KANEB FAMILY CHARITABLE (EIN 59-3214005)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-11
IRS object ID
202201319349105220
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)
Return2022-05-11T14:20:21-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN050409384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KAHN LITWIN RENZA & CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11075 MAIN STREET SUITE 130AddressLine1Txt
CityWALTHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02451ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593214005EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAUL AND JILL KANEB FAMILY CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPAULBusinessNameControlTxt
Phone7727787140PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1GEORGE E WARREN 3001 OCEAN DR 20AddressLine1Txt
CityVERO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP329631992ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL KANEBPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7727787140PhoneNum
Signature2022-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPAULPersonFirstNm
Person LastKANEBPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMITCHELL HALPERNPreparerPersonNm
PTINP00297038PTIN
Phone7815478800PhoneNum
Preparation2022-05-05PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$4,471,900FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$65,995DividendsRevAndExpnssAmt
Dividends Net Invst Incm$65,995DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$350,384NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$675,723GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$350,384CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$416,379TotalRevAndExpnssAmt
Total Net Invst Incm$416,379TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,075AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,060AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,015AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$11,480OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,480OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$520TaxesRevAndExpnssAmt
Taxes Net Invst Incm$520TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$35OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,110TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,060TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,050TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$217,810ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$217,810ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$234,920TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,060TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$218,860TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$181,459ExcessRevenueOverExpensesAmt
Net Investment Income$400,319NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,005,320SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$33,428SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$33,428SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$2,358,818OtherInvestmentsBOYAmt
Other Investments EOY$3,501,324OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,438,472OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,364,138TotalAssetsBOYAmt
Total Assets EOY$3,534,752TotalAssetsEOYAmt
Total Assets EOYFMV$4,471,900TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,071,167CapitalStockBOYAmt
Capital Stock EOY$2,071,167CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,292,971RetainedEarningBOYAmt
Retained Earning EOY$1,463,585RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,364,138TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,534,752TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,364,138TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,534,752TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,364,138TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$181,459ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,545,597SubtotalAmt
Other Decreases$10,845OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,534,752TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BROWN BROTHERS HARRIMAN - AVAILABLE UPON REQUESTP2021-12-31$36,795$32,776$4,019$4,019
BROWN BROTHERS HARRIMAN - AVAILABLE UPON REQUESTP2021-12-31$588,092$292,563$295,529$295,529
CAPITAL GAINS DIVIDENDSP$50,836$50,836$50,836
FieldValueIRS element (for citing)
Capital Gain Net Income$350,384CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,564InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,564SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,564TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,725EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,725TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$839TaxDueAmt

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 Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PAUL D KANEB SRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7727787140PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1GEORGE E WARREN 3001 OCEAN DR 203AddressLine1Txt
CityVERO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP329631992ZIPCd
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 KANEB SR
111 STINGAREE POINT-JOHNS ISLANDVERO BEACHFL329633835TRUSTEE0.25$0$0$0
JILL M KANEB
111 STINGAREE POINT-JOHNS ISLANDVERO BEACHFL329633835TRUSTEE0.25$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)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,852,922AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$355,987AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,208,909TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,208,909AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$63,134CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,145,775NetVlNoncharitableAssetsAmt
Minimum Investment Return$207,289MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$207,289MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,564TaxBasedOnInvestmentIncomeAmt
Total Tax$5,564TotalTaxAmt
Distributable Before Adj$201,725DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$201,725DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$201,725DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$218,860ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$218,860QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$201,725DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$2,445ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$2,445TotalExcessDistributionCyovAmt
Qualifying Distributions$218,860QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$201,725AppliedToCurrentYearAmt
Remaining Distri From Corpus$17,135RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$19,580TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$19,580ExcessDistriCyovToNextYrAmt
Excess From Year2$2,445ExcessFromYear2Amt
Excess From Current Year$17,135ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
152 COMMONWEALTH FOUNDATION INC
152 COMMONWEALTH AVENUE CHILTONCLUBBOSTONMA02116NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$1,000
AMERICAN CANCER SOCIETY
3380 CHASTAIN MEADOWS PKWY NW SUITE200KENNESAWGA30144NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$25
ANGEL FLIGHT NORTHEAST
492 SUTTON STREETNORTH ANDOVERMA01845NONEPUBLIC CHARITYGENERAL OPERATING EXPNESES$250
BARNSTABLE CLEAN WATER COALITION
864 MAIN STREETOSTERVILLEMA02655NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$2,500
BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS STREETBOSTONMA02115NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$5,000
CAHOON MUSEUM OF AMERICAN ART
4676 FALMOUTH ROADCOTUITMA02635NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$250
CAPE COD HEALTHCARE FOUNDATION
PO BOX 370HYANNISMA02601NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$5,000
CLEVELAND CLINIC INDIAN RIVER FOUNDATION
1000 37TH PLACE SUITE 101VERO BEACHFL32960NONEPUBLIC CHARITYGENERAL OPERTING EXPENSES$49,950
CLEVELAND CLINIC TAUSSIG CANCER INSTITUTE
10201 CARNEGIE AVECLEVLANDOH44106NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$50
COLGATE UNIVERSITY
13 OAK DRIVEHAMILTONNY13346NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$25,000
FRANCIS OUIMET FOUNDATION
300 ARNOLD PALMER BLVDNORTONMA02766NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$25
HEBRON ACADEMY
339 PANS ROADHEBRONME04238NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$25,000
INDIAN RIVER LAND TRUST INC
80 ROYAL PALM POINTE 301VERO BEACHFL32960NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$80,000
IRCFIMPACT 100
4010 EXECUTIVE PARK DRIVE SUITE 100CINCINNATIOH45241NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$1,000
MCKEE BOTANICAL GARDEN
350 US-1VERO BEACHFL32962NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$10,000
OSTERVILLE HISTORICAL MUSEUM
155 W BAY ROADOSTERVILLEMA02655NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$200
OSTERVILLE HISTORICAL SOCIETY INC
155 W BAY ROADOSTERVILLEMA02655NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$1,000
OSTERVILLE VILLAGE ASSOCIATION
11 WIANNO AVENUEOSTERVILLEMA02655NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$35
OSTERVILLE VILLAGE LIBRARY
43 WIANNO AVENUEOSTERVILLEMA02655NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$500
RIVERSIDE THEATRE
45 FAIRMOUNT AVEHYDE PARKMA02136NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$1,000
THE TRUSTEES ARMSTRONG-KELLEY PARK
200 HIGH STREETBOSTONMA02110NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$5,000
UNION PRESBYTERIAN SEMINARY
3041 BROADWAYNEW YORKNY10027NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$25
VERO BEACH MUSEUM OF ART
3001 RIVERSIDE PARK DRIVEVERO BEACHFL32963NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$217,810TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$65,995ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$350,384ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$416,379ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$416,379TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING PROFESSIONAL FEESCategoryTxt
Amt$5,075Amt
Net Investment Income$4,060NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,015DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BROWN BROTHERS HARRIMAN - COMMON STOCKSAT COST$1,494,173$2,381,294
BROWN BROTHERS HARRIMAN - FIXED INCOMEAT COST$2,007,151$2,057,178

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTIMING/COST BASIS DIFFERENCES ON SALES OF DONATED SECURITIESDesc
Amt$10,845Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescANNUAL FILING FEE (MA)Desc
Revenue And Expenses Per Books$35RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$35DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$11,480Amt
Net Investment Income$11,480NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX EXPENSECategoryTxt
Amt$520Amt
Net Investment Income$520NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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