MONTROSE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MONTROSE FOUNDATION (EIN 46-1602212)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-04-13
- IRS object ID
- 202211039349101211
- Schema version
- 2020v4.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-13T15:54:56-07:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Samuel Reinhold CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1764 49th St | AddressLine1Txt |
| City | Brooklyn | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461602212 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTROSE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 2014472525 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 JUDITH LANE | AddressLine1Txt |
| City | MONSEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10952 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES ROSENBERG | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2022-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | ROSENBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HENRY REINHOLD | PreparerPersonNm |
| PTIN | P01391884 | PTIN |
| Phone | 7186502030 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $1,211,079 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $161,364 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $941 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $941 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $55,046 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,046 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,011 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $402,625 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,011 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $223,362 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,998 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,750 | AccountingFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,042 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,042 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,792 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,792 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $382,460 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $382,460 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $392,252 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,792 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $382,460 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$168,890 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,206 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $328,574 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $118,441 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $118,441 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $923,359 | CorporateStockBOYAmt |
| Corporate Stock EOY | $964,382 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,092,638 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,251,933 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,082,823 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,211,079 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,251,933 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,082,823 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,251,933 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,082,823 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,251,933 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,082,823 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,251,933 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$168,890 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,083,043 | SubtotalAmt |
| Other Decreases | $220 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,082,823 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LPL | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-12-01 | AcquiredDt |
| Sold | 2021-11-30 | SoldDt |
| Gross Sales Price | $402,625 | GrossSalesPriceAmt |
| Cost Or Other Basis | $396,614 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,011 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,011 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,011 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,011 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $726 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $726 | SubtotalAmt |
| Tax Based On Investment Income | $726 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $731 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALKA A ROSENBERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2014472525 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 LYNCREST DRIVE | AddressLine1Txt |
| City | MONSEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10952 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MALKA A ROSENBERG | ||||||
| 39 LYNCREST DRIVE | MONSEY | NY | 10952 | Trustee | 0.00 | $0 |
| CHARLES ROSENBERG | ||||||
| 10 JUDITH LANE | MONSEY | NY | 10952 | Trustee | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,033,174 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $223,547 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,256,721 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,256,721 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,851 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,237,870 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,894 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,894 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $726 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $726 | TotalTaxAmt |
| Distributable Before Adj | $61,168 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $61,168 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $61,168 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $382,460 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $382,460 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $382,460 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $61,168 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $1,380 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $233,732 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $295,727 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $530,839 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $382,460 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $61,168 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $321,292 | RemainingDistriFromCorpusAmt |
| Total Corpus | $852,131 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $852,131 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,380 | ExcessFromYear4Amt |
| Excess From Year2 | $233,732 | ExcessFromYear2Amt |
| Excess From Year1 | $295,727 | ExcessFromYear1Amt |
| Excess From Current Year | $321,292 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| TOMCHE SHABBOS OF ROCKLAND COUNTY | ||||||
| 78 COLLAGE ROAD | MONSEY | NY | 10952 | PC | TO FURTHER JEWISH STUDIES AND CHARITABLE CAUSES | $3,000 |
| CONG NETZACH YISROEL | ||||||
| 49 FORSHAY ROAD | MONSEY | NY | 10952 | TO FURTHER JEWISH STUDIES AND CHARITABLE CAUSES | $7,800 | |
| THE DONORS FUNDS | ||||||
| 328 3RD STREET | LAKEWOOD | NJ | 08701 | TO FURTHER JEWISH STUDIES AND CHARITABLE CAUSES | $259,500 | |
| TOMCHE TORAH B'ERETZ YISROEL INC | ||||||
| PO BOX 17 | MONSEY | NY | 10952 | TO FURTHER JEWISH STUDIES AND CHARITABLE CAUSES | $900 | |
| PARK AVE SYNAGOGUE | ||||||
| 39 LYNCREST DRIVE | MONSEY | NY | 10952 | TO FURTHER JEWISH STUDIES AND CHARITABLE CAUSES | $1,000 | |
| KHAL CHASAM SOFER | ||||||
| 39 LYNCREST DRIVE | MONSEY | NY | 10952 | TO FURTHER JEWISH STUDIES AND CHARITABLE CAUSES | $180 | |
| CONGREGATION WALDEN WOODS | ||||||
| 39 LYNCREST DRIVE | MONSEY | NY | 10952 | PF | TO FURTHER JEWISH STUDIES AND CHARITABLE CAUSES | $180 |
| CONGREGATION STOLIN | ||||||
| 39 LYNCREST DRIVE | MONSEY | NY | 10952 | TO FURTHER JEWISH STUDIES AND CHARITABLE CAUSES | $1,000 | |
| CONGREGATION OHAIV YISROEL | ||||||
| 39 LYNCREST DRIVE | MONSEY | NY | 10952 | TO FURTHER JEWISH STUDIES AND CHARITABLE CAUSES | $300 | |
| BOCA RATON SYNAGOGUE | ||||||
| 39 LYNCREST DRIVE | MONSEY | NY | 10952 | TO FURTHER JEWISH STUDIES AND CHARITABLE CAUSES | $500 | |
| ADINAS CLOSET | ||||||
| 39 LYNCREST DRIVE | MONSEY | NY | 10952 | TO FURTHER JEWISH STUDIES AND CHARITABLE CAUSES | $100 | |
| VAAD HARABONIM L'INYANEI TZEDAHA | ||||||
| 39 LYNCREST DRIVE | MONSEY | NY | 10952 | TO FURTHER JEWISH STUDIES AND CHARITABLE CAUSES | $2,000 | |
| YESHIVA KEREN ORAH | ||||||
| 39 LYNCREST DRIVE | MONSEY | NY | 10952 | TO FURTHER JEWISH STUDIES AND CHARITABLE CAUSES | $1,000 | |
| YESHIVA TORAS EMES | ||||||
| 39 LYNCREST DRIVE | MONSEY | NY | 10952 | TO FURTHER JEWISH STUDIES AND CHARITABLE CAUSES | $5,000 | |
| TOV V'CHESED | ||||||
| 39 LYNCREST DRIVE | MONSEY | NY | 10952 | TO FURTHER JEWISH STUDIES AND CHARITABLE CAUSES | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $382,460 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $941 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,046 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,011 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $61,998 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,998 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MALKA A ROSENBERG | |||||||
| 1 | 39 LYNCREST DRIVE | MONSEY | NY | 10952 | $80,000 | Yes (X) | |
| CHARLES ROSENBERG | |||||||
| 2 | 10 JUDITH LANE | MONSEY | NY | 10952 | $81,364 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 2269 sh Principal Mid Cap | NoncashPropertyDesc |
| Fair Market Value | $81,364 | FairMarketValueAmt |
| Received | 2020-12-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $2,750 | Amt |
| Net Investment Income | $2,750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LVHD | $40,052 | $46,805 |
| VYM | $92,370 | $114,920 |
| USMV ISHARES EDGE | $66,678 | $77,536 |
| EITVX | $88,445 | $109,246 |
| EPLCX | $89,106 | $98,889 |
| LGLFX | $135,857 | $180,933 |
| SPYFX | $62,289 | $64,046 |
| LSFYX | $61,716 | $63,224 |
| ACGYX | $61,817 | $59,514 |
| GHQYX | $61,859 | $59,025 |
| LDCFX | $60,915 | $60,057 |
| PCBIX | $81,364 | $97,338 |
| TFGYX | $61,914 | $61,105 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES | Desc |
| Amt | $220 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK CHARGES | $6,792 | $6,792 |
| LICENSE & FEES | $250 | $250 |
Comments