ACCESS CAPITAL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ACCESS CAPITAL FOUNDATION (EIN 36-7190561)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202201369349104615
- Schema version
- 2020v4.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T14:25:32-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132608630 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADELMAN KATZ & MOND LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST 41ST STREET - STE 1801 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367190561 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCESS CAPITAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACCE | BusinessNameControlTxt |
| Phone | 2126449300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 PARK AVENUE 19TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100229405 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIE STUCHIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2126449300 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARCIE | PersonFirstNm |
| Person Last | STUCHIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACK E GOLD CPA | PreparerPersonNm |
| PTIN | P00026480 | PTIN |
| Phone | 2123820404 | PhoneNum |
| Preparation | 2022-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,786,078 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $27,623 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,623 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,473,620 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,902,121 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,473,620 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,501,243 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,501,243 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,435 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,435 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,835 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,735 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $324,885 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $324,885 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $330,720 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,735 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $324,885 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,170,523 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,497,508 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,483 | CashBOYAmt |
| Cash EOY | $48,758 | CashEOYAmt |
| Cash EOYFMV | $48,758 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $83,275 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,601 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,601 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,191,272 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,367,552 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,367,552 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $361,850 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $323,167 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $323,167 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,649,880 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,786,078 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,786,078 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,649,880 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,786,078 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,649,880 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,786,078 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,649,880 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,786,078 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,649,880 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,170,523 | ExcessRevenueOverExpensesAmt |
| Other Increases | $91,315 | OtherIncreasesAmt |
| Subtotal | $2,911,718 | SubtotalAmt |
| Other Decreases | $1,125,640 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,786,078 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BLACKROCK SHORT OBLIGATIONS INVESTORS | 2020-09-30 | 2020-12-02 | $102 | $102 | $0 | $0 |
| BLACKROCK SHORT OBLIGATIONS INVESTORS | 2020-09-30 | 2020-12-08 | $155,000 | $154,550 | $450 | $450 |
| BLACKROCK SHORT OBLIGATIONS INVESTORS | 2020-09-30 | 2021-03-29 | $908 | $905 | $3 | $3 |
| BLACKROCK SHORT OBLIGATIONS INVESTORS | 2019-12-18 | 2021-01-21 | $206,437 | $205,820 | $617 | $617 |
| BOEING CO COM | 2011-03-04 | 2021-03-29 | $44,889 | $11,668 | $33,221 | $33,221 |
| BRISTOL-MYERS SQUIBBCO COM | 2019-11-21 | 2021-03-29 | $5,321 | $4,682 | $639 | $639 |
| BRISTOL-MYERS SQUIBBCO COM | 2019-11-21 | 2021-01-19 | $191 | -$191 | -$191 | |
| ABBOTT LABORATORIES | 1977-04-22 | 2021-03-29 | $1,134,584 | $2,938 | $1,131,646 | $1,131,646 |
| BOEING CO COM | 2010-11-09 | 2021-03-29 | $72,322 | $20,158 | $52,164 | $52,164 |
| INTERNATIONAL BUS MACH CORP | 1971-07-14 | 2021-03-29 | $282,558 | $27,487 | $255,071 | $255,071 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,473,620 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,815 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,815 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,815 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,229 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $37,229 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $70 | EsPenaltyAmt |
| Overpayment | $16,344 | OverpaymentAmt |
| Applied To ES Tax | $16,344 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126449300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 PARK AVENUE 19TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIE STUCHIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ACESS CAPITAL - 400 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | HORACE MANN SCHOOL | Description1Txt |
| Expenses1 | $115,200 | Expenses1Amt |
| Description2 | CHILDREN'S MUSEUM OF MANHATTAN | Description2Txt |
| Expenses2 | $52,300 | Expenses2Amt |
| Description3 | DANA-FARBER CANCER INSTITUTE | Description3Txt |
| Expenses3 | $100,000 | Expenses3Amt |
| Description4 | NEW YORK PRESBYTERIAN | Description4Txt |
| Expenses4 | $25,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,673,500 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,693 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,746,193 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,746,193 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,193 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,720,000 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,000 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,000 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,815 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,815 | TotalTaxAmt |
| Distributable Before Adj | $65,185 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $65,185 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $65,185 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $324,885 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $324,885 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $324,885 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $65,185 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $95,483 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $48,812 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $127,027 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $142,378 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,059 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $436,759 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $324,885 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $65,185 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $259,700 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $696,459 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $95,483 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $600,976 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $48,812 | ExcessFromYear4Amt |
| Excess From Year3 | $127,027 | ExcessFromYear3Amt |
| Excess From Year2 | $142,378 | ExcessFromYear2Amt |
| Excess From Year1 | $23,059 | ExcessFromYear1Amt |
| Excess From Current Year | $259,700 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ASPCA | ||||||||
| 520 8TH AVENUE | NEW YORK | NY | 10018 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| CHILDREN'S MUSEUM OF MANHATTAN | ||||||||
| 212 W 83RD ST | NEW YORK | NY | 10024 | NONE | 501(C)(3) | GENERAL SUPPORT | $52,300 | |
| FOUNDATION FOR SARCOIDOSIS RESEARCH | ||||||||
| 122 SOUTH MICHIGAN AVENUE SUITE | CHICAGO | IL | 60603 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | 1700 |
| HORACE MANN SCHOOL | ||||||||
| 231 WEST 256TH STREET | BRONX | NY | 10471 | NONE | 501(C)(3) | GENERAL SUPPORT | $115,200 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 1311 MAMARONECK AVENUE SUITE 310 | WHITE PLAINS | NY | 10605 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |
| MYFACE | ||||||||
| 333 EAST 30TH STREET LOBBY UNIT | NEW YORK | NY | 10016 | NONE | 501(C)(3) | GENERAL SUPPORT;LISTTOTAL 5500 | $5,000 | |
| NATIONAL INSTITUTE FOR REPRODUCTIVE HEALTH | ||||||||
| 470 PARK AVENUE SOUTH 7TH FLOOR | NEW YORK | NY | 10016 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | |
| ALM MEDIA LLC | ||||||||
| 150 E 42ND STREET | NEW YORK | NY | 10017 | NONE | 501(C)(3) | GENERAL SUPPORT | $160 | |
| CHILDREN'S RIGHTS INC | ||||||||
| 88 PINE STREET | NEW YORK | NY | 10005 | NONE | 501(C)(3) | GENERAL SUPPORT | $125 | |
| DANA-FARBER CANCER INSTITUTE | ||||||||
| 450 BROOKLYNE AVE | BOSTON | MA | 02215 | NONE | 501(C)(3) | GENERAL SUPPORT | $100,000 | |
| NEW YORK PRESBYTERIAN | ||||||||
| 1283 YORK AVE | NEW YORK | NY | 10065 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | |
| RONALD MCDONALD HOUSE NEW YORK | ||||||||
| 405 E 73RD ST | NEW YORK | NY | 10021 | NONE | 501(C)(3) | GENERAL SUPPORT | $100 | |
| SUSAN G KOMEN GREATER NYC | ||||||||
| 246 W 38TH ST | NEW YORK | NY | 10018 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $324,885 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $27,623 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,473,620 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,501,243 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,501,243 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | DIVIDENDS AND INTEREST INCOME TO DISBURSE FOR EXEMPT PURPOSE |
| 8 | PROCEEDS FROM SALE OF ASSETS TO DISBURSE FOR EXEMPT PURPOSE |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,300 | Amt |
| Net Investment Income | $2,300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD BD INDEX FDS TOTAL BND MRKT | $64,761 | $64,761 |
| VANGUARD SHORT TERM TREASURY ETF | $127,590 | $127,590 |
| VANGUARD INTERMEDIATE TERM | $130,816 | $130,816 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT | $368,265 | $368,265 |
| VANGUARD INTL EQUITY INDEX FDS FTSE EMR | $218,055 | $218,055 |
| VANGUARD INDEX FUNDS S&P 500 ETF USD | $642,618 | $642,618 |
| VANGUARD EXTENDED MARKETS INDEX FUND | $138,614 | $138,614 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REVERSAL OF PREVIOUS UNREALIZED GAINS RECOGNIZED CURRENTLY | Desc |
| Amt | $1,125,640 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVISORY FEES | $1,185 | $1,185 | $0 | $0 |
| FILING FEES | $250 | $250 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $91,315 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL | CategoryTxt |
| Amt | $2,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments