SACHS FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SACHS FAMILY FOUNDATION (EIN 20-1966808)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-07-05
IRS object ID
202211869349100111
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)
Return2022-07-05T12:10:29-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FULVIO & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15 W 37TH STREET 4TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201966808EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SACHS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ALLISON SACHSInCareOfNm
Business Name ControlSACHBusinessNameControlTxt
Phone9142347091PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1454 SUCCABONE ROADAddressLine1Txt
CityBEDFORD CORNERSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10549ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALLISON SACHSPersonNm
Person TitleMANAGERPersonTitleTxt
Phone9142347091PhoneNum
Signature2022-07-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstALLISONPersonFirstNm
Person LastSACHSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGennaro J FulvioPreparerPersonNm
PTINP00531238PTIN
Phone2124903113PhoneNum
Preparation2022-07-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$1,389,875FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,314,500ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$10InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$91,119DividendsRevAndExpnssAmt
Dividends Net Invst Incm$91,119DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$3,716NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,310,783GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,105,548CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4,560OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$1,406,473TotalRevAndExpnssAmt
Total Net Invst Incm$1,196,677TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$660AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$250AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$410AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$3,140OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,140OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,800TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,390TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$410TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$65,644ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$65,644ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$69,444TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,390TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$66,054TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,337,029ExcessRevenueOverExpensesAmt
Net Investment Income$1,193,287NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$15,765CashBOYAmt
Cash EOY$101,431CashEOYAmt
Cash EOYFMV$10,431CashEOYFMVAmt
Sav And Temp Cash Invst BOY$235,962SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$496,790SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$496,790SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$991,075CorporateStockEOYAmt
Corporate Stock EOYFMV$882,654CorporateStockEOYFMVAmt
Total Assets BOY$251,727TotalAssetsBOYAmt
Total Assets EOY$1,589,296TotalAssetsEOYAmt
Total Assets EOYFMV$1,389,875TotalAssetsEOYFMVAmt
Accounts Payable EOY$540AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$540TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$251,727RetainedEarningBOYAmt
Retained Earning EOY$1,588,756RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$251,727TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,588,756TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$251,727TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,589,296TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$251,727TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,337,029ExcessRevenueOverExpensesAmt
Subtotal$1,588,756SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,588,756TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SEC.PropertyDesc
How AcquiredDHowAcquiredCd
Acquired2021-08-31AcquiredDt
Sold2021-09-07SoldDt
Gross Sales Price$1,310,783GrossSalesPriceAmt
Cost Or Other Basis$1,314,500CostOrOtherBasisAmt
Gain Or Loss$1,105,548GainOrLossAmt
Gains Minus Excess Or Losses-$3,717GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,105,548CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16,587InvestmentIncomeExciseTaxAmt
Subtotal$16,587SubtotalAmt
Tax Based On Investment Income$16,587TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$391EsPenaltyAmt
Tax Due$16,978TaxDueAmt

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 Line1ALLISON SACHSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9142347091PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1454 SUCCABONE ROADAddressLine1Txt
CityBEDFORD CORNERSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10549ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID SACHS
454 SUCCABONE ROADBEDFORD CORNERSNY10549Treasurer0$0$0$0
ALLISON SACHS
454 SUCCABONE ROADBEDFORD CORNERSNY10549President0$0$0$0
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$651,606AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$493,097AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,144,703TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,144,703AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,171CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,127,532NetVlNoncharitableAssetsAmt
Minimum Investment Return$56,377MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$56,377MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,587TaxBasedOnInvestmentIncomeAmt
Total Tax$16,587TotalTaxAmt
Distributable Before Adj$39,790DistributableBeforeAdjAmt
Distributable Before Ded$39,790DistributableBeforeDedAmt
Distributable As Adjusted$39,790DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$66,054ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$66,054QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$39,790DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$124,182ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$137,994ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$182,963ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$104,810ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$124,708ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$674,657TotalExcessDistributionCyovAmt
Qualifying Distributions$66,054QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Treated As Distri From Corpus$66,054TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$39,790ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$39,790ExcessDistributionCyovAppCYAmt
Total Corpus$700,921TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$84,392ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$616,529ExcessDistriCyovToNextYrAmt
Excess From Year4$137,994ExcessFromYear4Amt
Excess From Year3$182,963ExcessFromYear3Amt
Excess From Year2$104,810ExcessFromYear2Amt
Excess From Year1$124,708ExcessFromYear1Amt
Excess From Current Year$66,054ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Bedford Village Lions Club Foundation
PO BOX 260BedfordNY10506NONEPCTo aid donee organization in their exempt function$900
Babson College
Cruickshank Alumni Hall 2 NicholsBabson ParkMA024570310NonePCEducation$1,000
HARLEM VILLAGE ACADEMICS
DEVELOPMENT OFFICENew YorkNY10027NonePCTo aid donee organization in their exempt function$5,00035 WEST 124 STREET
Street Squash
40 West 116th StreetNew YorkNY10004NonePCTo aid donee organization in their exempt function$10,000
The Ideal School
314 W 91st StreetNew YorkNY10024NonePCEducation$5,000
City Squash
PO Box 619BronxNY10458NonePCTo aid donee organization in their exempt function$10,000Fordham Station
Boy and Girls Club of N Weschester
351 Main StMount KiscoNY10549NonePCTo aid donee organization in their exempt function$500
Memorial Sloan Kettering
1275 York AvenueNew YorkNY10065NonePCTo aid donee organization in their exempt function$750
Caddie Scholarship Fund
49 Knollwood RoadElmsfordNY10523NonePCTo aid donee organization in their exempt function$800
FAIRFIELD COUNTY HOUSE
1 DEN ROADSTAMFORDCT06024NonePCTo aid donee organization in their exempt function$500
Bedford Fire Department
34 Village GreenBedfordNY105060230NonePCTo aid donee organization in their exempt function$500
Blythedale Children's Hospital
95 Bradhurst AveValhallaNY105951697NonePCTo aid donee organization in their exempt function$1,000
Kaplan Public
170 West 74th StreetNew YorkNY10023NONEPCTo help organization in its exempt function$1,000
Future 5
135 Atlantic StreetStamfordCT06901NonePCTo help org. in its exempt function$1,000
Squash and Education Alliance
555 8th AveNew YorkNY10018NonePCTo help org. in its exempt function$5,500Suite 1102
The Bedford Free Library
PO Box 375BedfordNY10506NonePCTo help org. in its exempt function$500
Northern Westchester Hospital
400 East Main StreetMount KiscoNY10549NonePCTo help organization with its exempt function$3,000
BEDFORD PLAY HOUSE
PO BOX 777BEDFORDNY10506NONEPCTO HELP ORG. I ITS EXEMPT FUNCTION$1,000
HOLOCAUST & HUMAN RIGHTS EDUCATION CENTER
4 WEST RED OAK LANEWHITE PLAINSNY10604NONEPCTO HELP ORG. IN ITS EXEMPT FUNCTION$1,000SUITE 330
100 BLACK MEN OF AMERICA
141 AUDBURN AVENUE NEATLANTAGA30303NONEPCTO HELP ORG. IN ITS EXEMPT FUNCTION$653
RIDGE'S WAY FOUNDATION
300 THIRD AVEUEBROOKLYNNY11217NONEPCTO HELP ORG. IN ITS EXEMPT FUNCTION$3,000203
SILO RIDGE COMMUNITY FOUNDATION
4974 ROUTE 22AMEINIANY12501NONEPCTO HELP ORG. IN ITS EXEMPT FUNCTION$7,500
MAKE A WISH
1702 E HIGHLAND AVENUEPHOENIXAZ85016NONEPCTO HELP ORG. IN ITS EXEMPT FUNCTION$180SUITE 400
UJA FEDERATION
130E 59TH STREETNEW YORKNY10022NONEPCTO HELP ORG. IN ITS EXEMPT FUNCTION$2,800
HUDSON VALLEY RODEO
217 DEPOT HILL ROADAMENIANY12501NONENCTO HELP ORG. IN ITS EXEMPT FUNCTION$1,561
SUNDAY IN THE COUNTRY
PO BOX 789MILTERTONNY12546NONEPCTO HELP ORG. IN ITS EXEMPT FUNCTION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$65,644TotalGrantOrContriPdDurYrAmt

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$10ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$91,119ExclusionAmt
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-$3,716ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOVERPAYMENT ESTIMATED TAXES 2020Desc
Unrelated Business Taxbl Incm$4,560UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$4,560UnrelatedBusinessTaxblIncmAmt
Exclusion$87,413ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$91,973TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING FEES$500$250$250
ADVERTISING$160$160

Depreciation Schedule DepreciationSchedule

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionELECTION UNDER REGULATION SEC.53.4942(A)-3(D)(2) We hereby elect under Regulation SEC. 53.4942(a)-3(d)-(2) to treat the qualifying distributions made during the year ended 12/31/2021 of $66,054 as having been made out of corpus.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock28657.61 SHS RIVER PARK FDS TRStockNm
EOY Book Value$991,075EOYBookValueAmt
EOYFMV$882,654EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
NYS DEPT OF LAW$100$100
BANK CHARGES$40$40
NON DEDUCTIBLE CHARITABLE CONT$3,000$3,000

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOVERPAYMENT ESTIMATED TAX 2020Desc
Revenue And Expenses Per Books$4,560RevenueAndExpensesPerBooksAmt

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