MAJOR FAMILY TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MAJOR FAMILY TRUST (EIN 13-7221394)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-14
- IRS object ID
- 202243189349102829
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T11:04:23-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORFMAN MIZRACH & THALER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 ROUTE ONE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137221394 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAJOR FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARTIN MAJOR | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARTIN MAJOR | InCareOfNm |
| Business Name Control | MAJO | BusinessNameControlTxt |
| Phone | 9149231120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 CHESTNUT HILL LN | AddressLine1Txt |
| City | BRIARCLIFF MANOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN MAJOR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7324041860 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARTIN | PersonFirstNm |
| Person Last | MAJOR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01350299 | PTIN |
| Phone | 7324041860 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $886,640 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $16,847 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,847 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $16,847 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,217 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $438,941 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,217 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,064 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,064 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $16,847 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $750 | AccountingFeesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $8,304 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,304 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $8,304 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,054 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,054 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $9,054 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $82,304 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,054 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $9,054 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$61,240 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,010 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,793 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,246 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,285 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,285 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $793,461 | CorporateStockBOYAmt |
| Corporate Stock EOY | $734,182 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $879,355 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $802,707 | TotalAssetsBOYAmt |
| Total Assets EOY | $741,467 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $886,640 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $802,707 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $741,467 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $802,707 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $741,467 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $802,707 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $741,467 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $802,707 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$61,240 | ExcessRevenueOverExpensesAmt |
| Subtotal | $741,467 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $741,467 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| 748.13 SH EATON VANCE SHORT | 2021-09-02 | $6,000 | $6,097 | -$97 | -$97 | |
| 249.066 SH EATON VANCE SHORT | 2021-09-08 | $2,000 | $2,030 | -$30 | -$30 | |
| 24,783.598 SH EATON VANCE | 2021-12-29 | $197,030 | $200,995 | -$3,965 | -$3,965 | |
| 24,783.598 SH EATON VANCE | 2021-12-29 | $197,030 | $201,212 | -$4,182 | -$4,182 | |
| 70 SH VANGUARD SPECIALIZED | 2022-04-20 | $11,473 | $5,700 | $5,773 | $5,773 | |
| 1918.977 SH LORD ABBETT | 2022-05-03 | $18,000 | $18,690 | -$690 | -$690 | |
| CAPITAL GAIN DIVIDENDS | $7,408 | P | ||||
| CAPITAL GAIN DIVIDENDS | $7,408 | P | ||||
| CAPITAL GAIN DIVIDENDS | $7,408 | P | ||||
| CAPITAL GAIN DIVIDENDS | $7,408 | P | ||||
| CAPITAL GAIN DIVIDENDS | $7,408 | P | ||||
| CAPITAL GAIN DIVIDENDS | $7,408 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,217 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $167 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $167 | SubtotalAmt |
| Tax Based On Investment Income | $167 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,465 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,465 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,298 | OverpaymentAmt |
| Applied To ES Tax | $2,298 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN MAJOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9149231120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 CHESTNUT HILL LN | AddressLine1Txt |
| City | BRIARCLIFF MANOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10510 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARTIN MAJOR | ||||||||
| 25 CHESTNUT HILL LANE | BRIARCLIFF MANOR | NY | 10510 | PRESIDENT | 0 | $0 | $0 | $0 |
| SHEILA MAJOR | ||||||||
| 25 CHESTNUT HILL LANE | BRIARCLIFF MANOR | NY | 10510 | VICE PRESIDENT | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,024,852 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,718 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,028,570 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,028,570 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,429 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,013,141 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,657 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,657 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $167 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $167 | TotalTaxAmt |
| Distributable Before Adj | $50,490 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $50,490 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $50,490 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $73,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,490 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $252,195 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $436,245 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $451,519 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $107,308 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $72,416 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,319,683 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $73,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $50,490 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,760 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,342,443 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $252,195 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,090,248 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $436,245 | ExcessFromYear4Amt |
| Excess From Year3 | $451,519 | ExcessFromYear3Amt |
| Excess From Year2 | $107,308 | ExcessFromYear2Amt |
| Excess From Year1 | $72,416 | ExcessFromYear1Amt |
| Excess From Current Year | $22,760 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARTIN AND SHEILA MAJOR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| STONE BARNS CENTER FOR FOOD & AGRICULTURE | |||||||
| 630 BEDFORD ROAD | TARRYTOWN | NY | 10591 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 |
| THE JEWISH MUSEUM | |||||||
| 1109 5th Ave at 92nd St | NEW YORK | NY | 10128 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| DOROT | |||||||
| 171 W 85th St | NEW YORK | NY | 10024 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 |
| PFLAG | |||||||
| 1625 K ST NW SUITE 700 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,000 |
| FRIENDS OF KAREN | |||||||
| 118 Titicus Rd | NORTH SALEM | NY | 10560 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| HUDSON VALLEY SHAKESPEARE FESTIVAL | |||||||
| PO Box 125 | GARRISON | NY | 10524 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 |
| KS WILD | |||||||
| 562 A St | ASHLAND | OR | 97520 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 |
| Pleasantville Community Synagogue | |||||||
| 219 Bedford Rd | PLEASANTVILLE | NY | 10570 | NONE | PC | GENERAL CHARITABLE PURPOSES | $18,000 |
| 92ND STREET Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,000 |
| BOTANICAL GARDENS | |||||||
| 990 Washington Ave | BROOKYLN | NY | 11225 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| Rogue Action Center | |||||||
| 3932 S Pacific Hwy 9012 | MEDFORD | OR | 97501 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 |
| Rogue Valley UU Fellowship | |||||||
| 87 4th St | ASHLAND | OR | 97520 | NONE | PC | GENERAL CHARITABLE PURPOSES | $8,000 |
| WLIW | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | PC | GENERAL CHARITABLE PURPOSES | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,847 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,217 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,064 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,064 | 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 |
Depreciation Schedule DepreciationSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FILING FEES | $250 | $250 | $250 |
| INVESTMENT FEES | $8,054 | $8,054 | $8,054 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |