BETA

CAROLYNE E CZAP AND EUGENE A CZAP CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CAROLYNE E CZAP AND EUGENE A CZAP CHARITABLE FOUNDATION (EIN 26-4709613)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-09
IRS object ID
202223139349100732
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-09T10:37:32-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113090078PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ZELL & ETTINGER CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13001 AVENUE MAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112104744ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN264709613EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAROLYNE E CZAP AND EUGENE A CZAPBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCAROBusinessNameControlTxt
Phone7182531480PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13001 AVENUE MAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11210ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK I ETTINGERPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone7186921212PhoneNum
Signature2022-11-08SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARK IPersonFirstNm
Person LastETTINGERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID SCHLOSSPreparerPersonNm
PTINP01053382PTIN
Phone7186921212PhoneNum
Preparation2022-11-09PreparationDt
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$5,870,747FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$770InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$770InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$103,814DividendsRevAndExpnssAmt
Dividends Net Invst Incm$103,814DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$143,111NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,608,721GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$143,111CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$424OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$424OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$248,119TotalRevAndExpnssAmt
Total Net Invst Incm$248,119TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$40,000CompOfcrDirTrstRevAndExpnssAmt
Oth Empl Slrs Wgs Rev And Expnss$40,000OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$40,000OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$110,206PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$17,155PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,288LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$24,200AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$24,200AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$45,440OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$45,440OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$19,603TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$23,722DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$200TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$200TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$83,526OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$32,098OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$388,185TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$32,098TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$126,995TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$165,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$165,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$553,185TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$32,098TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$291,995TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$305,066ExcessRevenueOverExpensesAmt
Net Investment Income$216,021NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$22,788CashBOYAmt
Cash EOY$91,439CashEOYAmt
Cash EOYFMV$91,439CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,249SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,249SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,249SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$88,445OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$88,445OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$88,445OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$88,445OtherNtsAndLoansRcvblEOYFMVAmt
Other Investments BOY$5,626,811OtherInvestmentsBOYAmt
Other Investments EOY$5,689,614OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,689,614OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$73,171LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$73,171LandBldgEquipAccumDeprecAmt
Total Assets BOY$5,693,717TotalAssetsBOYAmt
Total Assets EOY$5,870,747TotalAssetsEOYAmt
Total Assets EOYFMV$5,870,747TotalAssetsEOYFMVAmt
Accounts Payable BOY$12,686AccountsPayableBOYAmt
Accounts Payable EOY$12,686AccountsPayableEOYAmt
Grants Payable BOY$252,000GrantsPayableBOYAmt
Grants Payable EOY$112,000GrantsPayableEOYAmt
Total Liabilities BOY$264,686TotalLiabilitiesBOYAmt
Total Liabilities EOY$124,686TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$5,429,031NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$5,746,061NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$5,429,031TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,746,061TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,693,717TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,870,747TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,429,031TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$305,066ExcessRevenueOverExpensesAmt
Other Increases$622,096OtherIncreasesAmt
Subtotal$5,746,061SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,746,061TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWABP$664,798$662,571$2,227$2,227
UBS 16752P$502,436$501,850$586$586
UBS 16752P$114,303$101,858$12,445$12,445
UBS 16752P$2,935$2,935$2,935
UBS 16213P$52,363$54,315-$1,952-$1,952
UBS 16747P$38,116$32,281$5,835$5,835
UBS 16747P$1,790$1,055$735$735
UBS 16749P$66,084$54,807$11,277$11,277
UBS 16749P$12,630$10,899$1,731$1,731
UBS 16751P$50,400$45,974$4,426$4,426
FieldValueIRS element (for citing)
Capital Gain Net Income$143,111CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$34,844NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,003InvestmentIncomeExciseTaxAmt
Subtotal$3,003SubtotalAmt
Tax Based On Investment Income$3,003TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$30EsPenaltyAmt
Tax Due$33TaxDueAmt

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
Individual With BooksMARK I ETTINGERIndividualWithBooksNm
Phone7182531480PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13001 AVENUE MAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11210ZIPCd
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
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARK I ETTINGER
3001 AVENUE MBROOKLYNNY11210VICE PRESIDE000.00$0$0$0
NORA ETTINGER
1127 EAST 26TH STREETBROOKLYNNY11210DIRECTOR000.00$40,000$0$0
NOAH SMITH
1350 EAST 28TH STREETBROOKLYNNY11210DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,658,213AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$34,326AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$88,445FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,780,984TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,780,984AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$86,715CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,694,269NetVlNoncharitableAssetsAmt
Minimum Investment Return$284,713MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$284,713MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,003TaxBasedOnInvestmentIncomeAmt
Total Tax$3,003TotalTaxAmt
Distributable Before Adj$281,710DistributableBeforeAdjAmt
Distributable Before Ded$281,710DistributableBeforeDedAmt
Distributable As Adjusted$281,710DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$291,995ExpensesAndContributionsAmt
Qualifying Distributions$291,995QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$281,710DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$55,825ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$14,994ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$70,819TotalExcessDistributionCyovAmt
Qualifying Distributions$291,995QualifyingDistributionsAmt
Applied To Current Year$281,710AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,285RemainingDistriFromCorpusAmt
Total Corpus$81,104TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$81,104ExcessDistriCyovToNextYrAmt
Excess From Year3$55,825ExcessFromYear3Amt
Excess From Year2$14,994ExcessFromYear2Amt
Excess From Current Year$10,285ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCZAP FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13001 AVENUE MAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11210ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7186921212RecipientPhoneNum
Recipient Email AddressWWW.CZAPFOUNDATION.ORGRecipientEmailAddressTxt
Form And Info And MaterialsAPPLICATION AND INSTRUCTIONS AVAILABLE ON WEBSITE WWW.CZAPFOUNDATION.ORG.FormAndInfoAndMaterialsTxt
Submission DeadlinesGRANTS ARE APPROVED ON A QUARTERLY BASIS.SubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALBERT EINSTEIN COLLEGE
OF MEDICINE OF YESIVA UNIVERSITY1300 MORRIS PARK AVEMAZER BUILDING ROOM 725BRONXNY10461NONEEXEMPTMEDICAL RESEARCH$50,000
BNEI TORAH
1323 EAST 32ND STREETBROOKLYNNY11210NONEEXEMPTCHARITABLE$10,000
KOLLEL BNEI HAYESHIVOS
2402 AVE PBROOKLYNNY11229NONEEXEMPTCHARITABLE$30,000
KOLLEL TIFERES ELIYAHU
33 DAVIS ROADLAKEWOODNJ08701NONEEXEMPTRESEARCH$25,000
MIAMI JEWISH HEALTH
5200 NE 2ND AVENUEMIAMIFL33137NONEEXEMPTMEDICAL RESEARCH$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$165,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$770RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$103,814RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$424RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$143,111RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescSCHWAB PARTNERSHIP DISTDesc

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$248,119RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$248,119TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$24,200Amt
Disbursements Charitable Prps$24,200DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmt
COMPUTER EQUIPMENT2019-07-01$20,155$20,155200DB5.0000
FURNITURE & EQUIPMENT2020-07-01$29,294$29,294200DB5.0000
COMPUTER EQUIPMENT2021-07-01$4,517200DB5.0000$4,517
OFFICE EQUIPMENT2021-07-01$19,205200DB5.0000$19,205

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
UBSFMV$2,340,409$2,340,409
CHARLES SCHWABFMV$3,349,205$3,349,205

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Cost Or Other Basis$73,171CostOrOtherBasisAmt
Accumulated Depreciation$73,171AccumulatedDepreciationAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$1,288LegalFeesAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK CHARGES$291
INVESTMENT EXPENSES SCHWAB$32,096$32,098
PAYROLL SERVICE FEES$1,382
TELECOMMUNICATIONS$5,863
DUES & SUBSCRIPTIONS$119
SUPPLIES & EQUIPMENT$5,541
BOOKS & RESEARCH$10,440
MISCELLANEOUS$73
REPAIRS & MAINTENANCE$2,750
INVESTMENT EXPENSES UBS$15,731
INVESTMENT EXPENSES UBS$2,173
INVESTMENT EXPENSES UBS$3,395
INVESTMENT EXPENSES UBS$3,672

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescUBSDesc
Revenue And Expenses Per Books$424RevenueAndExpensesPerBooksAmt
Net Investment Income$424NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
PPA FOR UNCLEARED CHECKS$50,000
UNREALIZED GAINS$572,096

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp

Organization501c3 Name Organization501c3Name

FieldValueIRS element (for citing)
Business Name Line1LIFE INSURANCE REIMBURSABLEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Balance Due$88,445BalanceDueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SECURITY & POLICY FEES$20,940$20,940
CONSULTING$24,500$24,500

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (6 entries)

CategoryCategoryTxtAmtAmt
US TREASURY$19,010
FOREIGN TAV PAID ON SCHWAB
NYS DEPARTMENT OF LAW$250
FOREIGN TAX UBS$296
FOREIGN TAX UBS$11
FOREIGN TAX UBS$36

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