CONWAY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CONWAY FOUNDATION INC (EIN 13-3392387)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-03-09
IRS object ID
202110689349100211
Schema version
2020v4.0
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)
Return2021-03-09T12:44:05-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113518842PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARKS PANETH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 MANHATTANVILLE ROADAddressLine1Txt
CityPURCHASECityNm
State AbbreviationNYStateAbbreviationCd
ZIP10577ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133392387EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CONWAY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCONWBusinessNameControlTxt
Phone9149539512PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1489AddressLine1Txt
CityQUOGUECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11959ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALLISON C WORTHINGPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9149539512PhoneNum
Signature2021-02-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstALLISONPersonFirstNm
Person LastWORTHINGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD TERRANOPreparerPersonNm
PTINP00101716PTIN
Phone9145249000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$1,766,360FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$14,309DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,309DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$58,803NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$422,933GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$58,803CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$73,119TotalRevAndExpnssAmt
Total Net Invst Incm$73,119TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,333AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,167AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$250TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$250TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$14,758OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$14,758OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,508TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,091TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,417TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$56,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$56,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$74,508TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,091TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$57,417TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,389ExcessRevenueOverExpensesAmt
Net Investment Income$56,028NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$34,202CashBOYAmt
Cash EOY$30,069CashEOYAmt
Cash EOYFMV$30,069CashEOYFMVAmt
Other Investments BOY$1,150,984OtherInvestmentsBOYAmt
Other Investments EOY$1,153,728OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,736,291OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,185,186TotalAssetsBOYAmt
Total Assets EOY$1,183,797TotalAssetsEOYAmt
Total Assets EOYFMV$1,766,360TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,185,186NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,183,797NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,185,186TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,183,797TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,185,186TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,183,797TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,185,186TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,389ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,183,797SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,183,797TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2020-12-31$48,504$82,182-$33,678-$33,678
PUBLICLY TRADED SECURITIESP2020-12-31$374,429$281,948$92,481$92,481
FieldValueIRS element (for citing)
Capital Gain Net Income$58,803CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$779InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$779SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$779TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,693EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,693TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,914OverpaymentAmt
Applied To ES Tax$3,914AppliedToESTaxAmt
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 SatisfiedYes (1)Section508eRqrSatisfiedInd
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 BooksALLISON C WORTHINGTONIndividualWithBooksNm
Phone9149539512PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1489AddressLine1Txt
CityQUOGUECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11959ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALLISON C WORTHINGTON
PO BOX 1489QUOGUENY11959PRESIDENT1.00$0$0$0
WILLIAM W GAY
37 STRUGIS ROADBRONXVILLENY10708DIRECTOR1.00$0$0$0
EDMUND B CAREY
63 WALL STREET APT 1310NEW YORKNY10005SECRETARY1.00$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$1,509,640AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$41,858AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,551,498TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,551,498AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,272CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,528,226NetVlNoncharitableAssetsAmt
Minimum Investment Return$76,411MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$76,411MinimumInvestmentReturnAmt
Tax Based On Investment Income$779TaxBasedOnInvestmentIncomeAmt
Total Tax$779TotalTaxAmt
Distributable Before Adj$75,632DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$75,632DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$75,632DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$57,417ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$57,417QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$57,417AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$75,632DistributableAsAdjustedAmt
Undistributed Income PY$6,245UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$57,417QualifyingDistributionsAmt
Applied To Year1$6,245AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$51,172AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$24,460UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BRONXVILLE BEAUTIFICATION COUNCIL
PO BOX 127BRONXVILLENY10708PCSUPPORT OPERATIONS$250
COLGATE UNIVERSITY
13 OAK DRIVEHAMILTONNY13346PCSUPPORT OPERATIONS$5,000
GRAMATAN VILLAGE
85 POUNDFIELD ROADBRONXVILLENY10708PCSUPPORT OPERATIONS$2,000
MONTAUK COMMUNITY CHURCH
850 OLD MONTAUK HWYMONTAUKNY11954PCSUPPORT OPERATIONS$5,000
PACE UNIVERSITY
ONE PACE PLAZANEW YORKNY10038PCSUPPORT OPERATIONS$10,000
PACKER COLLEGIATE INSTITUTE
170 JORALEMON STREETBROOKLYNNY11201PCSUPPORT OPERATIONS$2,000
PAWTUCKET FOUNDATION
PO BOX 515PAWTUCKETRI02862PCSUPPORT OPERATIONS$750
SENIORS FIRST
5395 LB MCLEOD ROADORLANDOFL32811PCSUPPORT OPERATIONS$5,000
THE 122 EAST 66TH STREET FOUNDATION
122 EAST 66TH STREET FOUNDATIONNEW YORKNY10065PCSUPPORT OPERATIONS$5,000
THE CITY GARDENS CLUB
755 PARK AVENUENEW YORKNY10021PCSUPPORT OPERATIONS$5,000
EAST END HOSPICE
481 WESTHAMPTON-RIVERHEAD ROADWESTHAMPTON BEACHNY11978PCSUPPORT OPERATIONS$1,000
QUOGUE WILDLIFE REFUGE
3 OLD COUNTRY ROADQUOGUENY11959PCSUPPORT OPERATIONS$1,000
BIDEAWEE ANIMAL SHELTER
410 EAST 38TH STREETNEW YORKNY10016PCSUPPORT OPERATIONS$1,000
BLACK RIVER GOOD NEIGHBOR SERVICES INC
37B MAIN STREETLUDLOWVT05149PCSUPPORT OPERATIONS$2,000
JOBS PARTNERSHIP
2250 LEE ROAD STE 201WINTER PARKFL32789PCSUPPORT OPERATIONS$2,000
LOST TREE FOUNDATION
8 CHURCH LANENORTH PALM BEACHFL33408PCSUPPORT OPERATIONS$7,500
STAY MWV
PO BOX 2300NORTH CONWAYNH03860PCSUPPORT OPERATIONS$750
GREATER MEREDITH PROGRAM
PO BOX 1417MEREDITHNH03253PCSUPPORT OPERATIONS$750
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$56,000TotalGrantOrContriPdDurYrAmt
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
Exclusion$7ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,309ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$58,803ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$73,119ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$73,119TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryMARKS PANETH LLPCategoryTxt
Amt$3,500Amt
Net Investment Income$2,333NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,167DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (30 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
250 SH INTERCONTINENTAL EXCHANGE GROUPAT COST$21,960$28,822
210 SH AMERIPRISE FINANCIALAT COST$30,491$40,809
146 SH ADOBE SYSTEMS INCAT COST$40,087$73,018
902 SH COMCAST CORPAT COST$32,020$47,265
52 SH AMAZON COMAT COST$94,202$169,360
138 SH AMERICAN TOWER CORPAT COST$25,283$30,975
666 SH APPLE INCAT COST$71,821$88,372
55 SH COSTCO WHOLESALE CORPAT COST$13,529$20,723
78 SH ALPHABET INCAT COST$94,747$136,706
104 SH DOLLAR GENERAL CORPAT COST$18,726$21,871
197 SH DANAHER CORPAT COST$23,093$43,762
155 SH HOME DEPOT INCAT COST$32,711$41,171
230 SH HONEYWELL INTL INCAT COST$35,390$48,921
414 SH FACEBOOK INCAT COST$77,487$113,088
262 SH FIDELITY NATL INFORMATION SVCSAT COST$35,369$37,063
77 SH LAUDER ESTEE COSAT COST$12,569$20,497
279 SH LOWES COMPANIES INCAT COST$28,243$44,782
775 SH MICROSOFT CORPAT COST$84,883$172,375
550 SH MONDELEZ INTL INCAT COST$24,138$32,159
409 SH MEDTRONIC PLCAT COST$36,102$47,910
84 SH O REILLY AUTOMATIVE INCAT COST$25,059$38,016
100 SH PARKER HANNIFIN CORPAT COST$18,688$27,241
83 SH ROCKWELL AUTOMATION INCAT COST$14,911$20,817
152 SH SALESFORCE.COMAT COST$25,194$33,825
44 SH SHERWIN WILLIAMS COAT COST$23,707$32,336
204 SH ACCENTURE PLCAT COST$34,461$53,287
120 SH THERMO FISHER SCIENTIFIC INCAT COST$28,025$55,894
736 SH TJX COS INCAT COST$34,853$50,261
244 SH UNITEDHEALTH GROUP INCAT COST$62,881$85,566
363 SH VISA INCAT COST$53,098$79,399

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK SERVICE CHARGESDesc
Revenue And Expenses Per Books$14,758RevenueAndExpensesPerBooksAmt
Net Investment Income$14,758NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryNYS DEPT OF LAW FILING FEECategoryTxt
Amt$250Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

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