EMILY HARVEY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EMILY HARVEY FOUNDATION (EIN 20-1136424)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202203139349101875
- Schema version
- 2021v4.0
- 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 Land Schedule2
- Land Etc Schedule2
- Mortgages And Notes Payable Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-09T11:47:35-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061533072 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lewitz Balosie Wollack Rayner & Giroux LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 Elm St | AddressLine1Txt |
| City | Old Saybrook | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06475 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201136424 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EMILY HARVEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMIL | BusinessNameControlTxt |
| Phone | 2129257651 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 537 BROADWAY 2ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10012 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVIDSON GIGLIOTTI | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVIDSON | PersonFirstNm |
| Person Last | GIGLIOTTI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH J WOLLACK CPA | PreparerPersonNm |
| PTIN | P01217255 | PTIN |
| Phone | 8603884451 | PhoneNum |
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 | 2021 | 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 | $11,797,216 | 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 | $34,367 | ContriRcvdRevAndExpnssAmt |
| Gross Rents Rev And Expnss | $42,973 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $42,973 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $42,973 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $5,653 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $39,406 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,406 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,406 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $38,800 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $155,546 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $82,379 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $42,973 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $52,808 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $42,208 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $30,899 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $17,515 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,117 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,308 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,262 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,312 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,887 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $8,239 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $54,503 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $12,092 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $12,092 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $17,283 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $9,520 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,418 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $487 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $81,180 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,228 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $25,228 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,201 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $265,357 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,320 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $37,320 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $109,790 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $265,357 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,320 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $37,320 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $109,790 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$109,811 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $45,059 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,653 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,938 | CashBOYAmt |
| Cash EOY | $9,800 | CashEOYAmt |
| Cash EOYFMV | $9,800 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $97,661 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $54,628 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $54,628 | SavAndTempCashInvstEOYFMVAmt |
| Invst Land Cost Or Other Basis | $350,372 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $193,235 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $169,230 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $157,137 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,864,181 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,278,644 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $704,357 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $616,697 | LandBOYAmt |
| Land EOY | $574,287 | LandEOYAmt |
| Land EOYFMV | $3,015,607 | LandEOYFMVAmt |
| Other Assets BOY | $220,841 | OtherAssetsBOYAmt |
| Other Assets EOY | $220,841 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,853,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,148,367 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,016,693 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,797,216 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,238 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,240 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,238 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,240 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,013,068 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,013,068 | CapitalStockEOYAmt |
| Retained Earning BOY | -$1,869,939 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$2,001,615 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,143,129 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,011,453 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,148,367 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,016,693 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,143,129 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$109,811 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,033,318 | SubtotalAmt |
| Other Decreases | $21,865 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,011,453 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | ART WORK | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2000-01-01 | AcquiredDt |
| Sold | 2021-06-30 | SoldDt |
| Gross Sales Price | $39,406 | GrossSalesPriceAmt |
| Gain Or Loss | $39,406 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $39,406 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,406 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $626 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $626 | SubtotalAmt |
| Tax Based On Investment Income | $626 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,719 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,719 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,093 | OverpaymentAmt |
| Applied To ES Tax | $3,093 | AppliedToESTaxAmt |
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 | Yes (true) | 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 | www.emilyharveyfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIDSON GIGLIOTTI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9176076886 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 63 | AddressLine1Txt |
| City | ESSEX | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06426 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| DAVIDSON GIGLIOTTI | |||||||||
| PO BOX 63 | ESSEX | CT | 06426 | President | 35.00 | $20,417 | |||
| CHRISTIAN XATREC | |||||||||
| 16 E 8TH ST APT 6R | NEW YORK | NY | 10003 | VICE PRES | 35.00 | $23,333 | |||
| HENRY MARTIN | |||||||||
| Secretary | 35.00 | $9,058 | PRACKFOLERHOF FIE | ALLO SCILIAR BOLZANO | IT | ||||
| BERTY SKUBER | |||||||||
| Director | 2.00 | $0 | PRACKFOLERHOF FIE | ALLO SCILIAR BOLZANO | IT | ||||
| GRACIE MANSION | |||||||||
| 101 SECOND AVENUE | NEW YORK | NY | 10003 | Treasurer | 2.00 | $0 | |||
| YVE-ALAIN BOIS | |||||||||
| 48 LINDBERGH ROAD | RINGOES | NJ | 08551 | Director | 2.00 | $0 | |||
| DAVID A ROSS | |||||||||
| 8 DUCHESS TERRACE | BEACON | NY | 12508 | Director | 2.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE EMILY HARVEY FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION, CREATEDIN 2004, WHICH OPERATES IN NEW YORK CITY AND VENICE, ITALY. THEPRIMARY FOCUS OF ITS VENICE ACTIVITIES IS ITS RESIDENCY PROGRAM FORCREATIVE THINKERS IN MID TO LATE CAREER FROM ALL AROUND THE WORLD:ARTISTS, WRITERS, MUSICIANS, DANCERS, PHOTO AND VIDEOGRAPHERS,ARCHITECTS, ART HISTORIANS AND OTHERS WHO EXPLORE THE LEADING EDGESOF THEIR DISCIPLINES.IN 2021, THE VENICE PROGRAM OFFERED 525 DAYS OF RESIDENTIAL LIVE/WORK SPACE TO 13 ARTISTS, OR ARTIST COUPLES, FROM ITALY, FRANCE, GERMANY, SWITZERLAND, CROATIA, PHILIPPINES, HOLLAND, AUSTRIA AND THE UNITED STATES. REASONABLE COMMERCIAL VALUE OF THESE ACCOMMODATIONS WOULD AMOUNT TO $152,250.00IN ITS NEW YORK SPACE, THE FOUNDATION HAS DEVELOPED A PROGRAM OF ARTEVENTS THAT DRAWS ON ITS PARTICULAR HISTORY IN FLUXUS, CONCEPT ARTAND MAIL ART. THIS 1,100 SQUARE FOOT SPACE IS STRATEGICALLY LOCATEDIN SOHO. WORKS FROM THE EHF COLLECTION ARE REGULARLY LENT TOTEMPORARY EXHIBITS WORLDWIDE, A | Description1Txt |
| Expenses1 | $109,790 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $50,357 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,638 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,680,631 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,784,626 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,784,626 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,769 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,742,857 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $137,143 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $137,143 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $626 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $626 | TotalTaxAmt |
| Distributable Before Adj | $136,517 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $136,517 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $136,517 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $109,790 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $109,790 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $136,517 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $25,883 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $102,930 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $74,275 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $116,308 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $32,496 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $351,892 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $109,790 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $109,790 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $26,727 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $26,727 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $325,165 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $325,165 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $102,086 | ExcessFromYear4Amt |
| Excess From Year3 | $74,275 | ExcessFromYear3Amt |
| Excess From Year2 | $116,308 | ExcessFromYear2Amt |
| Excess From Year1 | $32,496 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $5,653 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,406 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ESTATE DISTRIBUTION | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $38,800 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $83,859 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $83,859 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 A | LineNumberTxt |
| Relationship Statement | THE FOUNDATION IS THE BENEFICIARY OF THE ESTATE OF EMILY HARVEY WHICH MAKES PERIODIC DISTRIBUTIONS AS FUNDS BECOME AVAILABLE. | RelationshipStatementTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | B HAMILTON S CARLISLE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 521 CALLE LUCERO | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,260 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 115.000 SHARES OF EXXON MOBIL CORP STOCK | NoncashPropertyDesc |
| Fair Market Value | $7,260 | FairMarketValueAmt |
| Received | 2021-06-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & BOOKKEEPING | CategoryTxt |
| Amt | $14,117 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,308 | DisbursementsCharitablePrpsAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Buildings | CategoryOrItemTxt |
| Cost Or Other Basis | $350,372 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $193,235 | AccumulatedDepreciationAmt |
| Book Value | $157,137 | BookValueAmt |
| EOYFMV | $1,864,181 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $84,216 | $72,228 | $11,988 | |
| Machinery and Equipment | $36,208 | $34,174 | $2,034 | |
| Buildings | $1,158,220 | $597,955 | $560,265 | $3,015,607 |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
Note Payable NotePayableGrp (2 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Repayment TermsRepaymentTermsTxt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt |
|---|---|---|---|---|
| CATHERINE WEIS | ||||
| NONE | $3,000 | DEMAND | NONE | CASH FLOW NEEDS |
| CITY OF VENICE | ||||
| NONE | $18,211 | REAL ESTATE | SUBSIDY REPAYMENT | |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ART COLLECTION | Desc |
| BOY Book Value | $220,841 | BOYBookValueAmt |
| EOY Book Value | $220,841 | EOYBookValueAmt |
| EOYFMV | $6,853,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN EXCHANGE REMEASUREMENT | Desc |
| Amt | $21,642 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Adjusted Net IncomeAdjustedNetIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| ALLOCATED RENTAL EXPENSES | $25,228 | |||
| BANK FEES | $679 | |||
| CURATORIAL HONORARIA | $1,000 | $1,000 | ||
| DUES & SUBSCRIPTIONS | $147 | $147 | ||
| EMPLOYEE BENEFITS | $14,616 | $12,233 | ||
| INSURANCE | $8,368 | $5,495 | ||
| MEALS & ENTERTAINMENT | $359 | $359 | ||
| MISCELLANEOUS | $3,200 | |||
| OFFICE SUPPLIES & EXPENSES | $9,720 | $4,000 | ||
| OTHER SERVICES | $6,110 | $3,055 | ||
| POSTAGE & SHIPPING | $215 | |||
| REFRESHMENTS | $379 | $379 | ||
| Rental Expenses | $25,228 | $25,228 | ||
| REPAIRS & MAINTENANCE | $1,403 | $259 | ||
| TELEPHONE | $9,756 | $274 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ESTATE DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $38,800 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SECURITY DEPOSITS | $5,237 | $5,237 |
| Rounding | $1 | $3 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,262 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,312 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OTHER TAXES | $4,081 | $3,401 |
| PROPERTY TAXES | $5,806 | $4,838 |
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