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SACHS FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SACHS FAMILY FOUNDATION (EIN 20-1966808)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-07-23
IRS object ID
202102049349100765
Schema version
2020v4.1
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)
Return2021-07-23T16:40:04-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15 W 37TH STREET 4TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201966808EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALLISON SACHSPersonNm
Person TitleMANAGERPersonTitleTxt
Phone9142347091PhoneNum
Signature2021-08-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGennaro J FulvioPreparerPersonNm
PTINP00531238PTIN
Phone2124903113PhoneNum
Preparation2021-08-31PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$251,724FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$22InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$22InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$665DividendsRevAndExpnssAmt
Dividends Net Invst Incm$665DividendsNetInvstIncmAmt
Total Rev And Expnss$687TotalRevAndExpnssAmt
Total Net Invst Incm$687TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$250AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$410AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$9,295TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$1,016OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$731OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$285OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,811TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$981TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$695TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$124,013ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$124,013ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$134,824TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$981TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$124,708TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$134,137ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$387,114CashBOYAmt
Cash EOY$15,765CashEOYAmt
Cash EOYFMV$15,762CashEOYFMVAmt
Sav And Temp Cash Invst BOY$0SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$235,962SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$235,962SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Total Assets BOY$387,114TotalAssetsBOYAmt
Total Assets EOY$251,727TotalAssetsEOYAmt
Total Assets EOYFMV$251,724TotalAssetsEOYFMVAmt
Total Liabilities BOY$1,250TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$385,864RetainedEarningBOYAmt
Retained Earning EOY$251,727RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$385,864TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$251,727TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$387,114TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$251,727TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$385,864TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$134,137ExcessRevenueOverExpensesAmt
Subtotal$251,727SubtotalAmt
Tot Net Ast Or Fund Balances EOY$251,727TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,560EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$4,560TotalPaymentsAndCreditsAmt
Overpayment$4,560OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$4,560RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ALLISON SACHSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9142347091PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID SACHS
454 SUCCABONE ROADBEDFORD CORNERSNY10549Treasurer2.0$0$0$0
ALLISON SACHS
454 SUCCABONE ROADBEDFORD CORNERSNY10549President2.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$291,006AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$291,006TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$291,006AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,365CashDeemedCharitableAmt
Net Vl Noncharitable Assets$286,641NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,332MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,332MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$14,332DistributableBeforeAdjAmt
Distributable Before Ded$14,332DistributableBeforeDedAmt
Distributable As Adjusted$14,332DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$124,708ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$124,708QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$124,708AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,332DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$155,179ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$124,182ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$137,994ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$182,963ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$104,810ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$705,128TotalExcessDistributionCyovAmt
Qualifying Distributions$124,708QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Treated As Distri From Corpus$124,708TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$14,332ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$14,332ExcessDistributionCyovAppCYAmt
Total Corpus$815,504TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$140,847ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$674,657ExcessDistriCyovToNextYrAmt
Excess From Year4$124,182ExcessFromYear4Amt
Excess From Year3$137,994ExcessFromYear3Amt
Excess From Year2$182,963ExcessFromYear2Amt
Excess From Year1$104,810ExcessFromYear1Amt
Excess From Current Year$124,708ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Bedford Village Lions Club Foundation
PO BOX 260BedfordNY10506NONEPCTo aid donee organization in their exempt function$1,250
Babson College
Cruickshank Alumni Hall 2 NicholsBabson ParkMA024570310NonePCEducation$100
Bronx Baseball Dreams
Co TCS 142 West 57th Street 11th FlNew YorkNY10019NonePCTo aid donee organization in their exempt function$1,018
Street Squash
40 West 116th StreetNew YorkNY10004NonePCTo aid donee organization in their exempt function$10,000
The Ideal School
314 W 91st StreetNew YorkNY10024NonePCEducation$6,250
City Squash
PO Box 619BronxNY10458NonePCTo aid donee organization in their exempt function$10,000Fordham Station
Boy and Girls Club of N Weschester
351 Main StMount KiscoNY10549NonePCTo aid donee organization in their exempt function$50,000
Memorial Sloan Kettering
1275 York AvenueNew YorkNY10065NonePCTo aid donee organization in their exempt function$750
Caddie Scholarship Fund
49 Knollwood RoadElmsfordNY10523NonePCTo aid donee organization in their exempt function$1,850
University of Wisconsin Foundation
1848 University AveueMadisonWI53726NonePCTo aid donee organization in their exempt function$20,000
Bedford Fire Department
34 Village GreenBedfordNY105060230NonePCTo aid donee organization in their exempt function$250
Blythedale Children's Hospital
95 Bradhurst AveValhallaNY105951697NonePCTo aid donee organization in their exempt function$1,000
First Serve Bridgeport
PO Box 185574HamdenCT06518NonePCTo aid donee organization in their exempt function$250
Community Foundation of the Hudson Valley
80 Washington Street STe 201PoughkeepsieNY12601NonePCTo help Organization in its exempt function$10,000
Kaplan Public
170 West 74th StreetNew YorkNY10023NONEPCTo help organization in its exempt function$1,000
Feeding Westchester
200 Clearbrook RoadElmfordNY10523NONEPCTo help org. in its exempt function$1,000
Future 5
135 Atlantic StreetStamfordCT06901NonePCTo help org. in its exempt function$1,000
Hebrew Free Loan Society
C/O Beth Shaolom Congregation 8231Elkins ParkPA19027NonePCTo help org. in its exempt function$2,500Old York Rd
Squash and Education Allaince
555 8th AveNew YorkNY10018NonePCTo help org. in its exempt function$555Suite 1102
Greenspace - The Cambria land Trust
PO Box 1505CambriaCA93428NonePCTo help org. in its exempt function$500
Hillel The Foundation for Jewish Campus Life
800 Eighth StreetWashingtonDC20001NonePCTo help or. in its exempt function$1,000NW
The Bedford Free Library
PO Box 375BedfordNY10506NonePCTo help org. in its exempt function$250
National Mutiple Sclerosis Society
733 Third Avenue 3rd FloorNew YorkNY10017NonePCTo help Donee with its exempt function$250
Northern Westchester Hospital
400 East Main StreetMount KiscoNY10549NonePCTo help organization with its exempt function$2,000
Gift of Adoption Fund Inc
1200 Shermer Rd Suite 111NorthbrookIL60062nonePCTo help organization with its exempt function$740
Mclean Hospital
115 Mill StreetBelmontMA02478NonePCTo help organization with its exempt function$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$124,013TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$665ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$687ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$687TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$500Amt
Net Investment Income$250NetInvestmentIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionELECTION UNDER REGULATION SEC.53.4942(A)-3(D)(2) We hereby elect under Regulation SEC. 53.4942(a)-3(d)-(2) to treat the qualifying distributions made during the year ended 12/31/2020 of $124,708 as having been made out of corpus.ElectionDesc

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER EXPENSES$618$618
CREDIT INTEREST CHARGE$113$113
NYS DEPT OF LAW$125$125
ADVERTISING$160$160

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
2019 TAX PAYMENT TO IRS$4,735
ESTIMATE TAX 2020$4,560

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