ROSENFELD 12272011 FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ROSENFELD 12272011 FAMILY FOUNDATION (EIN 38-7012122)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202213199349103121
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)
Return2022-11-15T11:07:19-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232440252PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SAVRAN BENSON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE BALA PLAZA SUITE 640AddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN387012122EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROSENFELD FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROSEBusinessNameControlTxt
Phone6106646400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1279 CENTRAL PARK WEST 6AAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES ROSENFELDPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6106646400PhoneNum
Signature2022-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMESPersonFirstNm
Person LastROSENFELDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonADAM POUTASSEPreparerPersonNm
PTINP01278650PTIN
Phone6106646400PhoneNum
Preparation2022-11-14PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$730,207FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$39,606DividendsRevAndExpnssAmt
Dividends Net Invst Incm$39,606DividendsNetInvstIncmAmt
Dividends Adj Net Incm$39,606DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$23,292NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$269,020GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$23,292CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$62,898TotalRevAndExpnssAmt
Total Net Invst Incm$62,898TotalNetInvstIncmAmt
Total Adj Net Incm$39,606TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$678TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$678TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$143,343ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$143,343ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$144,021TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$143,343TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$81,123ExcessRevenueOverExpensesAmt
Net Investment Income$62,898NetInvestmentIncomeAmt
Adjusted Net Income$39,606AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$13,890CashBOYAmt
Cash EOY$154,814CashEOYAmt
Cash EOYFMV$154,814CashEOYFMVAmt
Other Investments BOY$779,807OtherInvestmentsBOYAmt
Other Investments EOY$514,711OtherInvestmentsEOYAmt
Other Investments EOYFMV$575,393OtherInvestmentsEOYFMVAmt
Total Assets BOY$793,697TotalAssetsBOYAmt
Total Assets EOY$669,525TotalAssetsEOYAmt
Total Assets EOYFMV$730,207TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$793,697RetainedEarningBOYAmt
Retained Earning EOY$669,525RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$793,697TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$669,525TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$793,697TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$669,525TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$793,697TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$81,123ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$712,574SubtotalAmt
Other Decreases$43,049OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$669,525TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
JP MORGAN CHASE X9007P$33,964$33,245$719$719
JP MORGAN CHASE X9007P$235,056$212,483$22,573$22,573
FieldValueIRS element (for citing)
Capital Gain Net Income$23,292CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$719NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$874InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$874SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$874TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,600TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,726OverpaymentAmt
Applied To ES Tax$1,726AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone6106646400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1279 CENTRAL PARK WEST 6AAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10024ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES ROSENFELD
279 CENTRAL PARK WEST 6ANEW YORKNY10024TRUSTEE0.00$0$0$0
SHERI ROSENFELD
279 CENTRAL PARK WEST 6ANEW YORKNY10024TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$757,054AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$28,653AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$785,707TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$785,707AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,786CashDeemedCharitableAmt
Net Vl Noncharitable Assets$773,921NetVlNoncharitableAssetsAmt
Minimum Investment Return$38,696MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$38,696MinimumInvestmentReturnAmt
Tax Based On Investment Income$874TaxBasedOnInvestmentIncomeAmt
Total Tax$874TotalTaxAmt
Distributable Before Adj$37,822DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$37,822DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$37,822DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$143,343ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$143,343QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$37,822DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$143,343QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$37,822AppliedToCurrentYearAmt
Remaining Distri From Corpus$105,521RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$105,521TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$105,521ExcessDistriCyovToNextYrAmt
Excess From Current Year$105,521ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALZHEIMER
225 N MICHIGAN AVE FLOOR 17CHICAGOIL60601PCGENERAL OPERATING$500
AMERICAN JEWISH COMMITTEE
30 S 15TH STPHILADELPHIAPA19102PCGENERAL OPERATING$1,250
BIRTHRIGHT ISRAEL FOUNDATION
711 3RD AVE 10TH FLOORNEW YORKNY10017PCGENERAL OPERATING$2,500
CENTRAL PARK CONSERVANCY
14 EAST 60TH STREETNEW YORKNY10022PCGENERAL OPERATING$1,000
CHILDREN'S HEALTH FUND
475 RIVERSIDE DRIVE SUITE 630NEW YORKNY10115PCGENERAL OPERATING$3,000
DUBIN BREAST CENTER
THE KLINGENSTEIN PAVILION 1176 5THNEW YORKNY10029PCGENERAL OPERATING$250AVE
EMILY'S ENTOURAGE
PO BOX 71MERION STATIONPA19066PCGENERAL OPERATING$5,000
EPISCOPAL ACADEM
1785 BISHOP WHITE DRIVENEWTOWN SQUAREPA19073PCGENERAL OPERATING$10,000
FAMILIAL DYSAUTONOMIA FOUNDATION
315 W 39TH ST SUITE 701NEW YORKNY10018PCGENERAL OPERATING$1,000
FOUNDATION FOR DEFENSE OF DEMOCRACIES
PO BOX 33249WASHINGTON DCDC20033PCGENERAL OPERATING$1,000
FRIEDMAN BRAIN INSTITUTE
1 GUSTAVE L LEVY PLACENEW YORKNY10029PCGENERAL OPERATING$250
FRIENDS OF SCHUMER
192 LEXINGTON AVE 1001NEW YORKNY10016PCGENERAL OPERATING$2,800
GENERATION SOS
33 SOUNDVIEW DRIVEWESTPORTCT06880PCGENERAL OPERATING$250
GUILD HALL
158 MAIN STREETEAST HAMPTONNY11937PCGENERAL OPERATING$300
HSS ANNUAL AUTUMN BENEFIT
535 EAST 70TH STREETNEW YORKNY10021PCGENERAL OPERATING$500
ICAHN SCHOOL OF MEDICINE
1 GUSTAVE L LEVY PLNEW YORKNY10029PCGENERAL OPERATING$500
INCLUDENYC
116 E 16TH ST 5NEW YORKNY10003PCGENERAL OPERATING$200
ISRAEL CANCER RESEARCH FUND
52 VANDERBILT AVENUE SUITE 1510NEW YORKNY10017PCGENERAL OPERATING$300
JCHAI (JUDITH CREED HORIZONS FOR ACHIEVING INDEPENDENCE)
274 S BRYN MAWR AVENUEBRYN MAWRPA19010PCGENERAL OPERATING$200
JEWISH WOMEN'S FOUNDATION
130 E 59TH STNEW YORKNY10022PCGENERAL OPERATING$250
MAKING HEADWAY FOUNDATION INC
115 KING STCHAPPAQUANY10514PCGENERAL OPERATING$1,000
MUSEUM AT ELDRIDGE STREET
12 ELDRIDGE STNEW YORKNY10002PCGENERAL OPERATING$100
NEW-YORK HISTORICAL SOCIETY
170 CENTRAL PARK WESTNEW YORKNY10024PCGENERAL OPERATING$12,000
PARK AVENUE SYNAGOGUE
50 E 87TH STNEW YORKNY10128PCGENERAL OPERATING$60,393
PATROLMEN'S BENEVOLENT ASSOCIATION
125 BROAD STREET 11TH FLOORNEW YORKNY10004PCGENERAL OPERATING$100
PUBLIC ART FUND
1 E 53RD ST 12NEW YORKNY10022PCGENERAL OPERATING$500
RIVERDALE COUNTRY SCHOOL
5250 FIELDSTON RDTHE BRONXNY10471PCGENERAL OPERATING$4,000
ROBIN HOOD FOUNDATION
826 BROADWAY 9TH FLOORNEW YORKNY10003PCGENERAL OPERATING$250
SAG HARBOR COMMUNITY FOOD PANTRY
44 E UNION STSAG HARBORNY11963PCGENERAL OPERATING$250
SCHECHTER MANHATTAN
805 COLUMBUS AVENEW YORKNY10025PCGENERAL OPERATING$500
SELF HELP
2600 SOUTHAMPTON ROADPHILADELPHIAPA19116PCGENERAL OPERATING$1,000
TULANE UNIVERSITY
6823 ST CHARLES AVENEW ORLEANSLA70118PCGENERAL OPERATING$5,000
UJA FEDERATION NEW YORK
PO BOX 4227NEW YORKNY10261PCGENERAL OPERATING$10,200
UROLOGY CARE FOUNDATION
1000 CORPORATE BOULEVARDLINTHICUMMD21090PCGENERAL OPERATING$1,000
WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STNEW YORKNY10014PCGENERAL OPERATING$15,000
WIN NY
ONE STATE STREET PLAZA 18TH FLOORNEW YORKNY10004PCGENERAL OPERATING$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$143,343TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$39,606ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$23,292ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$62,898ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$62,898TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemJPMORGAN INVEST ACCCOUNTCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$514,711BookValueAmt
EOYFMV$575,393EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN VALUE OF INVESTMENTSDesc
Amt$43,049Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$678Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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