MICHAEL TUCH FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL TUCH FOUNDATION INC (EIN 13-6002848)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-08
- IRS object ID
- 202111599349100711
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-08T12:00:05-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1850 N CENTRAL AVE STE 700 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136002848 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL TUCH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 5187272010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 124 SOUTH PINE AVE | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA TUCK ROZETT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5187272010 | PhoneNum |
| Signature | 2021-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY E KUHLIN | PreparerPersonNm |
| PTIN | P00353001 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2021-04-29 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $7,417,377 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $102,969 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $205,683 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $204,450 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $87,046 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,437,754 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,046 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $395,698 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $291,496 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,623 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,156 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,467 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,735 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,735 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,712 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $595 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $3,050 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $700 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,350 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $81,120 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,186 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,817 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $504,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $504,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $585,620 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,186 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $520,317 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$189,922 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $246,310 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $146 | CashBOYAmt |
| Cash EOY | $356,741 | CashEOYAmt |
| Cash EOYFMV | $356,741 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock EOY | $1,453,433 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,599,059 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $1,854,047 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,287,274 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,387,086 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,531,082 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,174,303 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,387,232 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,195,303 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,417,377 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,387,232 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,195,303 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,387,232 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,195,303 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,387,232 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,195,303 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,387,232 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$189,922 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,197,310 | SubtotalAmt |
| Other Decreases | $2,007 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,195,303 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (138 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 112. ABBOTT LABORATORIES COM | 2019-05-10 | 2020-06-30 | $10,104 | $8,511 | $1,593 | $1,593 | |
| 195. AMEREN CORPORATION | 2019-05-10 | 2020-06-12 | $13,953 | $14,206 | -$253 | -$253 | |
| 330. AMEREN CORPORATION | 2020-06-30 | $23,094 | $22,245 | $849 | $849 | ||
| 90. AMERICAN WATER WORKS CO INC | 2020-06-12 | 2020-07-28 | $12,945 | $11,523 | $1,422 | $1,422 | |
| 70. AMGEN INC COM | 2019-01-03 | 2020-07-30 | $17,274 | $13,342 | $3,932 | $3,932 | |
| 27. AMGEN INC COM | 2020-04-16 | 2020-07-30 | $6,663 | $6,236 | $427 | $427 | |
| 323. AUTOMATIC DATA PROCESSING INC | 2003-02-14 | 2020-03-02 | $50,931 | $8,158 | $42,773 | $42,773 | |
| 155. CME GROUP INC | 2020-04-16 | 2020-06-12 | $27,195 | $28,878 | -$1,683 | -$1,683 | |
| 635. CMS ENERGY CORP | 2020-07-28 | $39,819 | $33,453 | $6,366 | $6,366 | ||
| 159. CMS ENERGY CORP | 2020-06-12 | 2020-07-28 | $9,970 | $9,292 | $678 | $678 | |
| 581. CMS ENERGY CORP | 2020-06-12 | 2020-10-21 | $38,130 | $33,954 | $4,176 | $4,176 | |
| 514. CVS CORP COM | 2020-07-28 | $32,063 | $32,792 | -$729 | -$729 | ||
| 125. CVS CORP COM | 2019-01-17 | 2020-07-28 | $7,797 | $7,951 | -$154 | -$154 | |
| 3585. CAMECO CORP | 2019-02-22 | 2020-04-16 | $34,631 | $44,039 | -$9,408 | -$9,408 | |
| 359. CONAGRA FOODS, INC | 2020-07-28 | $13,240 | $11,718 | $1,522 | $1,522 | ||
| 425. CONAGRA FOODS, INC | 2019-01-17 | 2020-07-28 | $15,674 | $9,063 | $6,611 | $6,611 | |
| 673. CONAGRA FOODS, INC | 2020-06-12 | 2020-10-21 | $25,074 | $21,739 | $3,335 | $3,335 | |
| 95. CROWN CASTLE INTERNATIONAL CORP | 2019-05-10 | 2020-07-28 | $15,967 | $11,729 | $4,238 | $4,238 | |
| 425. CULLEN FROST BANKERS INC | 2019-01-03 | 2020-07-28 | $30,302 | $38,183 | -$7,881 | -$7,881 | |
| 483. DISCOVER FINANCIAL SERVICES | 2020-06-12 | 2020-07-28 | $24,690 | $24,806 | -$116 | -$116 | |
| 759. EMERSON ELECTRIC COM | 2020-06-12 | 2020-07-28 | $47,846 | $46,502 | $1,344 | $1,344 | |
| 235. EMERSON ELECTRIC COM | 2019-06-06 | 2020-07-28 | $14,814 | $14,709 | $105 | $105 | |
| 6530. FLEXSHARES INT QUALITY DIVIDEND INDEX FD | 2019-04-01 | 2020-04-16 | $117,359 | $152,890 | -$35,531 | -$35,531 | |
| 380. HELMERICH & PAYNE INC | 2019-02-22 | 2020-04-16 | $6,148 | $21,019 | -$14,871 | -$14,871 | |
| 52. HONEYWELL INTERNATIONAL INC | 2019-01-03 | 2020-10-21 | $9,013 | $6,774 | $2,239 | $2,239 | |
| 335. INTEL CORP | 2020-06-12 | 2020-10-21 | $18,040 | $19,810 | -$1,770 | -$1,770 | |
| 133. INTEL CORP | 2019-01-17 | 2020-10-21 | $7,162 | $6,451 | $711 | $711 | |
| 105. INTUIT | 2019-01-17 | 2020-06-30 | $30,778 | $22,250 | $8,528 | $8,528 | |
| 6985. ISHARES EMERGING MARKETS DIVIDEND ETF | 2020-04-16 | $206,217 | $287,537 | -$81,320 | -$81,320 | ||
| 70. ISHARES S&P SMALLCAP 600 INDEX CLOSED-END FUND | 2017-10-27 | 2020-01-17 | $6,009 | $5,238 | $771 | $771 | |
| 2055. ISHARES CORE MSCI EAFE ETF $1.58000 | 2020-04-16 | $103,631 | $129,849 | -$26,218 | -$26,218 | ||
| 4025. JPMORGAN ALERIAN MLP INDEX ETN $2.18900 | 2020-10-01 | $43,014 | $105,954 | -$62,940 | -$62,940 | ||
| 58. JOHNSON & JOHNSON | 2019-05-10 | 2020-06-30 | $8,049 | $8,020 | $29 | $29 | |
| 1510. KINDER MORGAN INC | 2019-02-22 | 2020-04-16 | $21,366 | $28,486 | -$7,120 | -$7,120 | |
| 340. MARATHON PETROLEUM CORP | 2019-02-22 | 2020-04-16 | $7,556 | $22,167 | -$14,611 | -$14,611 | |
| 566. MARATHON PETROLEUM CORP | 2020-06-12 | 2020-10-21 | $16,380 | $20,330 | -$3,950 | -$3,950 | |
| 602. MICROSOFT CORP | 2008-12-29 | 2020-01-17 | $100,755 | $11,313 | $89,442 | $89,442 | |
| 617. MICROSOFT CORP | 2008-12-29 | 2020-03-02 | $101,789 | $11,595 | $90,194 | $90,194 | |
| 186. MONDELEZ INTERNATIONAL INC | 2020-04-16 | 2020-06-12 | $9,479 | $9,958 | -$479 | -$479 | |
| 71. MONDELEZ INTERNATIONAL INC | 2019-01-17 | 2020-06-12 | $3,618 | $3,062 | $556 | $556 | |
| 120000. MORGAN STANLEY DTD 7/26/2010 5.50000% 7/24/2020 | 2010-09-10 | 2020-07-24 | $120,000 | $120,000 | |||
| 36. NEXTERA ENERGY INC | 2019-05-10 | 2020-07-28 | $9,978 | $6,877 | $3,101 | $3,101 | |
| 1305. NISOURCE INC | 2020-06-12 | $30,068 | $35,578 | -$5,510 | -$5,510 | ||
| 420. OCCIDENTAL PETE CORP DEL | 2019-02-22 | 2020-04-16 | $5,304 | $27,808 | -$22,504 | -$22,504 | |
| 305. PNC FINANCIAL SERVICES GROUP | 2019-01-03 | 2020-06-12 | $33,529 | $36,369 | -$2,840 | -$2,840 | |
| 716. PEPSICO INC CAP | 2020-01-17 | $100,281 | $27,850 | $72,431 | $72,431 | ||
| 379. PEPSICO INC CAP | 2000-04-04 | 2020-03-02 | $50,945 | $14,104 | $36,841 | $36,841 | |
| 1705. PFIZER INC | 2020-06-12 | $57,072 | $71,261 | -$14,189 | -$14,189 | ||
| 445. PFIZER INC | 2020-04-16 | 2020-06-12 | $14,896 | $15,934 | -$1,038 | -$1,038 | |
| 340. PHILIP MORRIS INTERNATIONAL INC | 2019-01-17 | 2020-06-30 | $23,680 | $24,681 | -$1,001 | -$1,001 | |
| 155. PROCTER & GAMBLE CO COM | 2020-04-16 | 2020-06-12 | $18,204 | $18,725 | -$521 | -$521 | |
| 69. PROLOGIS INC | 2020-06-12 | 2020-07-28 | $7,007 | $6,390 | $617 | $617 | |
| 405. REALTY INCOME CORP | 2008-04-07 | 2020-06-12 | $24,190 | $9,315 | $14,875 | $14,875 | |
| 240. REALTY INCOME CORP | 2019-05-10 | 2020-06-12 | $14,335 | $16,119 | -$1,784 | -$1,784 | |
| 153. REPUBLIC SERVICES INC | 2019-01-03 | 2020-07-28 | $12,979 | $10,827 | $2,152 | $2,152 | |
| 271. REPUBLIC SERVICES INC | 2019-01-03 | 2020-10-21 | $24,996 | $19,177 | $5,819 | $5,819 | |
| 205. SEMPRA ENERGY | 2020-06-12 | $25,447 | $24,327 | $1,120 | $1,120 | ||
| 1210. SYSCO CORP COM | 2003-02-14 | 2020-01-17 | $100,561 | $34,994 | $65,567 | $65,567 | |
| 750. SYSCO CORP COM | 2020-03-02 | $51,152 | $21,690 | $29,462 | $29,462 | ||
| 155. TEXAS INSTRUMENTS INC COM | 2019-01-17 | 2020-06-12 | $19,347 | $15,115 | $4,232 | $4,232 | |
| 80. V F CORP | 2019-02-22 | 2020-01-17 | $7,517 | $6,532 | $985 | $985 | |
| 390. VERIZON COMMUNICATIONS INC | 2019-02-22 | 2020-07-28 | $22,233 | $22,249 | -$16 | -$16 | |
| 450. WELLTOWER INC | 2020-06-12 | $24,269 | $34,359 | -$10,090 | -$10,090 | ||
| 518. WISDOMTREE U.S. MIDCAP DIVIDEND FUND $0.74200 | 2019-01-18 | 2020-01-17 | $20,025 | $17,866 | $2,159 | $2,159 | |
| 5637. WISDOMTREE U.S. MIDCAP DIVIDEND FUND $0.74200 | 2019-01-18 | 2020-04-16 | $139,062 | $194,420 | -$55,358 | -$55,358 | |
| 623. WISDOMTREE U.S. SMALLCAP DIVIDEND | 2019-01-18 | 2020-01-17 | $17,986 | $16,946 | $1,040 | $1,040 | |
| 5477. WISDOMTREE U.S. SMALLCAP DIVIDEND | 2019-01-18 | 2020-04-16 | $97,033 | $148,974 | -$51,941 | -$51,941 | |
| 133. XYLEM INC | 2019-06-06 | 2020-07-28 | $9,984 | $10,513 | -$529 | -$529 | |
| 186. LYONDELLBASELL INDUSTRIES N V | 2019-04-01 | 2020-07-28 | $12,860 | $15,976 | -$3,116 | -$3,116 | |
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,275 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,046 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,424 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,424 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,424 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,372 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,372 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $948 | OverpaymentAmt |
| Applied To ES Tax | $856 | AppliedToESTaxAmt |
| Refund | $92 | RefundAmt |
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 | KEYBANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2168134618 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN ROAD | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARTHA TUCK ROZETT | ||||||
| 124 SOUTH PINE AVE | ALBANY | NY | 12208 | PRESIDENT | 1 | $16,623 |
| JONATHAN S TUCK | ||||||
| 124 SOUTH PINE AVE | ALBANY | NY | 12208 | VICE PRESIDENT | 1 | $0 |
| JOSHUA S ROZETT | ||||||
| 124 SOUTH PINE AVE | ALBANY | NY | 12208 | SECRETARY | 1 | $0 |
| JOHN M ROZETT | ||||||
| 124 SOUTH PINE AVE | ALBANY | NY | 12208 | TREASURER | 1 | $0 |
| DANIEL H TUCK | ||||||
| 124 SOUTH PINE AVE | ALBANY | NY | 12208 | DIRECTOR | 1 | $0 |
| ALEXANDER TUCK ROZETT | ||||||
| 124 SOUTH PINE AVE | ALBANY | NY | 12208 | DIRECTOR | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| 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 | $6,405,934 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $538,930 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,944,864 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,944,864 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $104,173 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,840,691 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $342,035 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $342,035 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,424 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,424 | TotalTaxAmt |
| Distributable Before Adj | $338,611 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $338,611 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $338,611 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $520,317 | 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 | $520,317 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $520,317 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $338,611 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $79,712 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $84,008 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $121,641 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $285,361 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $520,317 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $338,611 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $181,706 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $467,067 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $467,067 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $79,712 | ExcessFromYear3Amt |
| Excess From Year2 | $84,008 | ExcessFromYear2Amt |
| Excess From Year1 | $121,641 | ExcessFromYear1Amt |
| Excess From Current Year | $181,706 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MINT THEATER COMPANY | |||||||
| 412 W 42ND ST | NEW YORK | NY | 10036 | NONE | PC | GENERAL | $12,000 |
| LEAP LEARNING THROUGH | |||||||
| 535 EIGHTH AVE SUITE 1100 | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $5,000 |
| THEATRE FOR A NEW AUDIENCE | |||||||
| 262 ASHLAND PL | BROOKLYN | NY | 11217 | NONE | PC | GENERAL | $10,000 |
| SYMPHONY SPACE | |||||||
| UPPER LEVEL 2537 BROADWAY | NEW YORK | NY | 10025 | NONE | PC | GENERAL | $10,000 |
| S'COOL SOUNDS | |||||||
| 111 2ND PL | BROOKLYN | NY | 11231 | NONE | PC | GENERAL | $5,000 |
| ROUNDABOUT THEATRE COMPANY | |||||||
| 231 W 39TH ST | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $10,000 |
| RED BULL THEATER | |||||||
| 191 7TH AVE 2S | NEW YORK | NY | 10011 | NONE | PC | GENERAL | $10,000 |
| PAPER BAGS PLAYERS | |||||||
| 131 VARICK ST SUITE 1001 | NEW YORK | NY | 10013 | NONE | PC | GENERAL | $6,000 |
| THE PALEY CENTER FOR MEDIA | |||||||
| 25 W 52ND ST | NEW YORK | NY | 10019 | NONE | PC | GENERAL | $7,000 |
| NEW YORK THEATRE WORKSHOP | |||||||
| 79 E 4TH ST | NEW YORK | NY | 10003 | NONE | PC | GENERAL | $8,000 |
| NEW YORK CITY CENTER | |||||||
| 131 W 55TH ST | NEW YORK | NY | 10019 | NONE | PC | GENERAL | $7,000 |
| LINCOLN CENTER THEATER | |||||||
| 150 W 65TH ST | NEW YORK | NY | 10023 | NONE | PC | GENERAL | $10,000 |
| DOROT | |||||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | NONE | PC | GENERAL | $5,000 |
| CLASSIC STAGE COMPANY | |||||||
| 136 E 13TH ST | NEW YORK | NY | 10003 | NONE | PC | GENERAL | $7,000 |
| CITY PARKS FOUNDATION | |||||||
| 830 5TH AVE | NEW YORK | NY | 10065 | NONE | PC | GENERAL | $5,000 |
| BROOKLYN YOUTH CHORUS ACADEMY | |||||||
| 179 PACIFIC ST | BROOKLYN | NY | 11201 | NONE | PC | GENERAL | $7,500 |
| BRONX ARTS ENSEMBLE | |||||||
| 80 VAN CORTLANDT PARK S D2 | BRONX | NY | 10463 | NONE | PC | GENERAL | $6,000 |
| ATLANTIC THEATRE COMPANY | |||||||
| PO BOX 4302 | CLIFTON | NJ | 07012 | NONE | PC | GENERAL | $8,000 |
| CITY ARTS | |||||||
| 77 BLEECKER ST SUITE C2-18 | NEW YORK | NY | 10012 | NONE | PC | GENERAL | $12,000 |
| SECOND STAGE | |||||||
| 1501 BROADWAY SUITE 518 | NEW YORK | NY | 10036 | NONE | PC | GENERAL | $12,000 |
| PUBLICOLOR | |||||||
| 20 W 36TH ST 9TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $15,000 |
| EPIC THEATRE ENSEMBLE | |||||||
| 410 W 42ND ST 4 | NEW YORK | NY | 10036 | NONE | PC | GENERAL | $15,000 |
| WOMEN'S PRISON ASSOCIATION | |||||||
| 110 2ND AVE | NEW YORK | NY | 10003 | NONE | PC | GENERAL | $10,000 |
| STATEN ISLAND ARTS | |||||||
| 7 NAVY PIER CT | STATEN ISLAND | NY | 10304 | NONE | PC | GENERAL | $5,000 |
| QUEENS BOTANICAL GARDEN | |||||||
| 43-50 MAIN ST | FLUSHING | NY | 11355 | NONE | PC | GENERAL | $7,000 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | GENERAL | $7,000 |
| MANHATTAN THEATRE CLUB | |||||||
| 311 WEST 43RD ST 8TH FLOOR | NEW YORK | NY | 10036 | NONE | PC | GENERAL | $10,000 |
| IRISH REPERTORY THEATRE | |||||||
| 132 WEST 22ND STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL | $10,000 |
| INTREPID SEA AIR AND SPACE MUSEUM | |||||||
| PIER 86 W 46TH ST | NEW YORK | NY | 10036 | NONE | PC | GENERAL | $7,000 |
| GINGOLD THEATRICAL GROUP | |||||||
| 520 8TH AVE 304 | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $10,000 |
| FUTURES AND OPTIONS | |||||||
| 120 BROADWAY 1019 | NEW YORK | NY | 10271 | NONE | PC | GENERAL | $5,000 |
| ART-NEW YORK | |||||||
| 520 8TH AVE SUITE 319 | BROOKLYN | NY | 11217 | NONE | PC | GENERAL | $10,000 |
| EDUCATION THROUGH MUSIC | |||||||
| 122 E 42ND ST 1501 | NEW YORK | NY | 10168 | NONE | PC | GENERAL | $10,000 |
| FIASCO THEATER | |||||||
| PO BOX 291 | NEW YORK | NY | 10276 | NONE | PC | GENERAL | $5,000 |
| YORK THEATER COMPANY | |||||||
| 619 LEXINGTON AVE | NEW YORK | NY | 10022 | NONE | PC | GENERAL | $7,000 |
| WORKING THEATER | |||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $5,000 |
| WATERFRONT MUSEUM | |||||||
| 290 CONOVER ST | BROOKLYN | NY | 11231 | NONE | PC | GENERAL | $5,000 |
| URBAN STAGES | |||||||
| 259 W 30TH ST | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $7,000 |
| SEARCH AND CARE | |||||||
| 1844 2ND AVE | NEW YORK | NY | 10128 | NONE | PC | GENERAL | $10,000 |
| ST GEORGE THEATRE | |||||||
| 35 HYATT ST | STATEN ISLANED | NY | 10301 | NONE | PC | GENERAL | $7,500 |
| PROSPECT THEATER | |||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $10,000 |
| PHOENIX THEATRE | |||||||
| 1825 N CENTRAL AVE | PHOENIX | AZ | 85004 | NONE | PC | GENERAL | $4,000 |
| NEW YORK CITY CHILDREN'S THEATRE | |||||||
| 340 E 46TH ST | NEW YORK | NY | 10017 | NONE | PC | GENERAL | $10,000 |
| NATIONAL DANCE INSTITUTE | |||||||
| 217 W 147TH ST | NEW YORK | NY | 10039 | NONE | PC | GENERAL | $10,000 |
| KAUFMAN MUSIC CENTER | |||||||
| 129 W 67TH ST | NEW YORK | NY | 10023 | NONE | PC | GENERAL | $7,500 |
| THE HOPE PROGRAM | |||||||
| 1 SMITH ST 4TH FLOOR | BROOKLYN | NY | 11201 | NONE | PC | GENERAL | $10,000 |
| FRIENDS OF THE ISLAND COMPANY | |||||||
| PO BOX 133 | MARCO ISLAN | FL | 34146 | NONE | PC | GENERAL | $5,000 |
| CORA DANCE | |||||||
| 358 VAN BRUNT ST | BROOKLYN | NY | 11231 | NONE | PC | GENERAL | $5,000 |
| BROOKLYN HISTORICAL SOCIETY | |||||||
| 128 PIERREPONT ST | BROOKLYN | NY | 11201 | NONE | PC | GENERAL | $10,000 |
| BROOKLYN BOTANICAL GARDEN | |||||||
| 990 WASHINGTON AVE | BROOKLYN | NY | 11225 | NONE | PC | GENERAL | $8,000 |
| BALLET TECH | |||||||
| 890 BROADWAY | NEW YORK | NY | 10003 | NONE | PC | GENERAL | $5,000 |
| AVENUES FOR JUSTICE | |||||||
| 100 CENTRE STREET ROOM 1541 | NEW YORK | NY | 10013 | NONE | PC | GENERAL | $10,000 |
| THIRD STREET MUSIC SCHOOL SETTLEMENT | |||||||
| 235 E 11TH ST | NEW YORK | NY | 10003 | NONE | PC | GENERAL | $15,000 |
| STATEN ISLAND MUSEUM | |||||||
| 1000 RICHMOND TERRACE | STATEN ISLAND | NY | 10301 | NONE | PC | GENERAL | $5,000 |
| ST ANN'S WAREHOUSE | |||||||
| 45 WATER ST | BROOKLYN | NY | 11201 | NONE | PC | GENERAL | $5,000 |
| NEW YORK CLASSICAL THEATRE | |||||||
| 64 FULTON ST 1108 | NEW YORK | NY | 10038 | NONE | PC | GENERAL | $5,000 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BLVD | THE BRONX | NY | 10458 | NONE | PC | GENERAL | $5,000 |
| MUSEUM OF THE CITY OF NEW YORK | |||||||
| 1220 5TH AVE | NEW YORK | NY | 10029 | NONE | PC | GENERAL | $5,000 |
| MOSHOLU MENTEFIORE COMMUNITY CENTER | |||||||
| 3450 DEKALB AVE | BRONX | NY | 10467 | NONE | PC | GENERAL | $10,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | NONE | PC | GENERAL | $5,000 |
| THE JEWISH MUSEUM | |||||||
| 1109 5TH AVE | NEW YORK | NY | 10128 | NONE | PC | GENERAL | $5,000 |
| HARLEM CHILDREN'S ZONE | |||||||
| 35 EAST 125TH ST | NEW YORK | NY | 10035 | NONE | PC | GENERAL | $10,000 |
| GREEN GUERILLAS | |||||||
| 30 THIRD AVE ROOM 848 | BROOKLYN | NY | 11217 | NONE | PC | GENERAL | $5,000 |
| LOWER EASTSIDE TENEMENT MUSEUM | |||||||
| 103 ORCHARD ST | NEW YORK | NY | 10002 | NONE | PC | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $504,500 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $205,683 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $87,046 | 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 | $292,729 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $292,729 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUCH UW MICHAEL TUCH PARAGRAPH SEVENTH | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O KEYBANK N A TRUSTEE | AddressLine1Txt |
| Address Line2 | 4900 TIEDEMAN RD | AddressLine2Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $102,969 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,000 | Amt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 59156RAJ7 METLIFE INC SENIOR B | $209,364 | $304,226 |
| 61747WAL3 MORGAN STANLEY SENIO | $48,948 | $51,470 |
| 46625HHF0 JPMORGAN CHASE & CO | $238,640 | $379,380 |
| 949746JM4 WELLS FARGO & CO SEN | $108,843 | $164,171 |
| 983024AL4 WYETH L L C SENIOR B | $169,153 | $253,603 |
| 46138G805 INVESCO TAXABLE MUNI | $30,080 | $33,500 |
| 592905509 METROPOLITAN WEST T/ | $388,403 | $393,358 |
| 72201U638 PIMCO MORTAGE OPPORT | $173,670 | $174,140 |
| 74256W584 PRINCIPAL MIDCAP FUN | $172,203 | $205,486 |
| 957663503 WESTERN ASSET CORE P | $314,743 | $327,940 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 871829107 SYSCO CORP COM | $84,522 | $217,211 |
| 89352HAB5 TRANSCANADA PIPELINE | $198,003 | $270,016 |
| 002824100 ABBOTT LABS COM | $73,132 | $114,527 |
| 00770G847 JOHCM INTERNATIONAL | $98,063 | $136,925 |
| 02079K305 ALPHABET INC COM CL | $20,805 | $24,537 |
| 037833100 APPLE INC COM | $20,157 | $22,955 |
| 166764100 CHEVRON CORP COM | $80,694 | $74,907 |
| 25746U109 DOMINION ENERGY INC | $37,764 | $35,269 |
| 291011104 EMERSON ELEC CO COM | $28,489 | $37,372 |
| 412295107 HARDING LOEVNER INTL | $50,000 | $58,000 |
| 46625H100 JP MORGAN CHASE & CO | $127,593 | $166,970 |
| 500754106 KRAFT HEINZ CO COM | $48,011 | $49,183 |
| 552983470 MFS RESEARCH INTERNA | $50,000 | $56,723 |
| 594918104 MICROSOFT CORP COM | $58,179 | $688,612 |
| 65339F101 NEXTERA ENERGY INC C | $42,548 | $66,040 |
| 690742101 OWENS CORNING INC CO | $19,670 | $20,682 |
| 744320102 PRUDENTIAL FINANCIAL | $79,656 | $85,252 |
| 75513E101 RAYTHEON TECHNOLOGIE | $44,858 | $50,915 |
| 824348106 SHERWIN WILLIAMS CO | $34,209 | $52,179 |
| 883556102 THERMO FISHER SCIENT | $71,317 | $125,761 |
| 931142103 WALMART INC | $59,428 | $77,264 |
| 955306105 WEST PHARMACEUTICAL | $53,190 | $81,027 |
| 962879102 WHEATON PRECIOUS MET | $26,549 | $20,035 |
| 98419M100 XYLEM INC COM | $26,515 | $40,207 |
| N53745100 LYONDELLBASELL INDUS | $20,081 | $26,490 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (31 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SEE ATTACHED STMT | |||
| 00206R102 AT&T INC COM | AT COST | $47,095 | $39,689 |
| 023135106 AMAZON COM INC COM | AT COST | $33,123 | $55,368 |
| 030420103 AMERICAN WATER WORKS | AT COST | $37,640 | $45,120 |
| 032095101 AMPHENOL CORP COM CL | AT COST | $15,157 | $20,662 |
| 053015103 AUTOMATIC DATA PROCE | AT COST | $32,357 | $228,531 |
| 060505104 BANK OF AMERICA CORP | AT COST | $112,978 | $139,123 |
| 11135F101 BROADCOM INC COM | AT COST | $36,667 | $42,909 |
| 12572Q105 CME GROUP INC COM | AT COST | $86,023 | $86,838 |
| 17275R102 CISCO SYS INC COM | AT COST | $47,335 | $47,883 |
| 20030N101 COMCAST CORP COM CL | AT COST | $40,036 | $54,339 |
| 22822V101 CROWN CASTLE INTERNA | AT COST | $50,385 | $63,198 |
| 231021106 CUMMINS INC COM | AT COST | $24,069 | $24,527 |
| 254687106 WALT DISNEY CO COM | AT COST | $37,451 | $59,065 |
| 254709108 DISCOVER FINANCIAL S | AT COST | $34,062 | $57,305 |
| 256677105 DOLLAR GENERAL CORP | AT COST | $32,112 | $43,953 |
| 437076102 HOME DEPOT INC COM | AT COST | $47,965 | $50,733 |
| 438516106 HONEYWELL INTERNATIO | AT COST | $33,931 | $52,324 |
| 443510607 HUBBELL INC COM | AT COST | $38,292 | $48,448 |
| 458140100 INTEL CORP COM | AT COST | $25,802 | $26,504 |
| 464287804 ISHARES CORE S&P SMA | AT COST | $149,234 | $223,593 |
| 464288687 ISHARES PREFERRED & | AT COST | $230,140 | $236,837 |
| 478160104 JOHNSON & JOHNSON CO | AT COST | $54,030 | $93,012 |
| 580135101 MCDONALDS CORP COM | AT COST | $45,162 | $46,993 |
| 609207105 MONDELEZ INTERNATION | AT COST | $33,308 | $39,467 |
| 67066G104 NVIDIA CORP COM | AT COST | $24,973 | $24,021 |
| 701094104 PARKER HANNIFIN CORP | AT COST | $16,909 | $20,703 |
| 713448108 PEPSICO INC COM | AT COST | $35,726 | $142,368 |
| 742718109 PROCTER & GAMBLE CO | AT COST | $57,923 | $79,727 |
| 74340W103 PROLOGIS INC REIT | AT COST | $44,545 | $47,936 |
| 760759100 REPUBLIC SERVICES IN | AT COST | $26,652 | $33,127 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST ADJUSTMENT FOR RETURN OF CAPITAL | Desc |
| Amt | $2,007 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEE | $250 | $0 | $250 |
| PAYROLL WITHHOLDING | $2,800 | $700 | $2,100 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $39,735 | Amt |
| Net Investment Income | $39,735 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $16 | $16 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $15,745 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $4,372 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $519 | $519 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $60 | $60 | $0 |
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