ROSALIND P WALTER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROSALIND P WALTER FOUNDATION (EIN 13-6177284)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202113149349101616
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T10:53:50-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113037852 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRINSTER & BERGMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MERRICK RD STE 320E | AddressLine1Txt |
| City | ROCKVILLE CENTRE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11570 | 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 | 136177284 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROSALIND P WALTER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSA | BusinessNameControlTxt |
| Phone | 2125860700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA SUITE 301 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSALIND P WALTER | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROSALIND P | PersonFirstNm |
| Person Last | WALTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIKA L CALDERON | PreparerPersonNm |
| PTIN | P00366096 | PTIN |
| Phone | 5167664800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $4,544,875 | 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 | $2,172,581 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $59,611 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,611 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $59,611 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$102,118 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $360,334 | GrossSalesPriceAmt |
| Total Rev And Expnss | $2,130,074 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,611 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $59,611 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $6,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,100 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,100 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $62,584 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,934 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,480,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,480,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,569,934 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,486,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $560,140 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,511 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $59,611 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $361,301 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,103,180 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,103,180 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,604,312 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,424,418 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,441,695 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,965,613 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,527,598 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,544,875 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,965,613 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,527,598 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,965,613 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,527,598 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,965,613 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,527,598 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,965,613 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $560,140 | ExcessRevenueOverExpensesAmt |
| Other Increases | $56,249 | OtherIncreasesAmt |
| Subtotal | $3,582,002 | SubtotalAmt |
| Other Decreases | $54,404 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,527,598 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 406 CONSTELLATION BRANDS INC. | P | 2019-11-29 | 2020-03-12 | $56,737 | $75,587 | -$18,850 | -$18,850 |
| 46 HOME DEPOT INC | P | 2019-11-29 | 2020-03-09 | $9,843 | $10,160 | -$317 | -$317 |
| 49 MICROSOFT CORPORATION | P | 2019-11-29 | 2020-03-23 | $6,722 | $7,437 | -$715 | -$715 |
| 114 MCDONALD'S CORP | P | 2019-11-29 | 2020-03-09 | $18,266 | $22,223 | -$3,957 | -$3,957 |
| 100 NIKE INC | P | 2019-11-29 | 2020-03-09 | $10,307 | $9,376 | $931 | $931 |
| 1006 PHILIPS 66 | P | 2019-11-29 | 2020-03-06 | $65,282 | $115,662 | -$50,380 | -$50,380 |
| 689 ROYAL CARIBBEAN CRUISES LTD | P | 2019-11-29 | 2020-02-24 | $62,666 | $82,791 | -$20,125 | -$20,125 |
| 460 TE CONNECTIVITY LTD | P | 2019-11-29 | 2020-03-13 | $31,394 | $42,788 | -$11,394 | -$11,394 |
| 127 UNION PACIFIC CORP | P | 2019-11-29 | 2020-03-11 | $18,078 | $22,429 | -$4,351 | -$4,351 |
| 60 MARSH & MCLENNAN | P | 2019-11-29 | 2020-02-03 | $6,802 | $6,498 | $304 | $304 |
| 55 MICROSOFT CORPORATION | P | 2019-11-29 | 2020-01-13 | $8,891 | $8,348 | $543 | $543 |
| 91 MICROSOFT CORPORATION | P | 2019-11-29 | 2020-02-12 | $16,851 | $13,812 | $3,039 | $3,039 |
| 99 NEXTERA ENERGY INC | P | 2019-11-29 | 2020-01-23 | $26,113 | $23,156 | $2,957 | $2,957 |
| 84 NIKE INC | P | 2019-11-29 | 2020-03-09 | $7,149 | $7,876 | -$727 | -$727 |
| 51 UNITED HEALTH GROUP INC | P | 2019-11-29 | 2020-02-12 | $15,233 | $14,309 | $924 | $924 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$102,118 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$102,118 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $535 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $535 | SubtotalAmt |
| Tax Based On Investment Income | $535 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $32,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $32,061 | OverpaymentAmt |
| Applied To ES Tax | $32,061 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAURIZIO J MORELLO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125860700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA SUITE 301 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MAURIZIO J MORELLO | ||||||
| ONE ROCKEFELLER PLAZA ST 301 | NEW YORK | NY | 10022 | Trustee | 5.00 | $0 |
| RICHARD SOMERSET-WARD | ||||||
| ONE ROCKEFELLER PLAZA ST 301 | NEW YORK | NY | 10022 | Trustee | 5.00 | $0 |
| EDWARD B WALTER | ||||||
| ONE ROCKEFELLER PLAZA ST 301 | NEW YORK | NY | 10022 | Trustee | 5.00 | $0 |
| JP MORGAN CHASE BANK NA | ||||||
| ONE ROCKEFELLER PLAZA ST 301 | NEW YORK | NY | 10022 | Trustee | 5.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $535 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $535 | TotalTaxAmt |
| Distributable Before Adj | $535 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $535 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,486,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,486,250 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,486,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,450,652 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,121,621 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,113,620 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,779,171 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,312,627 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,777,691 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,486,250 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $1,486,250 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,263,941 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,450,652 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,813,289 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,121,621 | ExcessFromYear4Amt |
| Excess From Year3 | $2,113,620 | ExcessFromYear3Amt |
| Excess From Year2 | $1,779,171 | ExcessFromYear2Amt |
| Excess From Year1 | $1,312,627 | ExcessFromYear1Amt |
| Excess From Current Year | $1,486,250 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WNET CHANNEL 13 | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 EIGHT AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL FUND | GrantOrContributionPurposeTxt |
| Amt | $1,480,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,480,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,611 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$108,854 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,736 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$49,243 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,736 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$42,507 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| ROSALIND P WALTER | ||||||
| 1 | 435 EAST 52ND STREET | NEW YORK | NY | 10022 | $1,006,097 | Yes (X) |
| ROSALIND P WALTER | ||||||
| 2 | 435 EAST 52ND STREET | NEW YORK | NY | 10022 | $5,584 | Yes (X) |
| ROSALIND P WALTER | ||||||
| 3 | 435 EAST 52ND STREET | NEW YORK | NY | 10022 | $1,149,876 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 7,523 SHARES JOHNSON & JOHNSON | $1,006,097 | 2020-01-14 |
| 2 | MORGAN STANLEY GLOBAL OPPORTUNITY LTCG DISTRIBUTION | $5,584 | 2020-12-17 |
| 3 | 3,675 SHARES APPLE INC | $1,149,876 | 2020-01-14 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $6,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,000 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DIFFERENCE BETWEEN ACCOUNTING VALUE AND TAX VALUE | $9,353 |
| TRANSFERRED OUT OF ACCOUNT | $45,051 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS DEPARTMENT OF LAW - FEE | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN ACCOUNTING VALUE AND TAX VALUE | Desc |
| Amt | $56,249 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $21,100 | Amt |
| Net Investment Income | $21,100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 2019 TAX RETURN | $29,984 |
| Q4 2020 ESTIMATE | $32,600 |
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