BETA

U S FRIENDS OF LOYOLA FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
U S FRIENDS OF LOYOLA FOUNDATION INC (EIN 16-1536779)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-03-01
IRS object ID
202130609349100113
Schema version
2019v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-03-01T14:39:08-06:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN160765486PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LUMSDEN & MCCORMICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1369 FRANKLIN STREETAddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN161536779EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1US FRIENDS OF LOYOLA FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUSFRBusinessNameControlTxt
Phone7168563300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1369 FRANKLIN STREETAddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTERRENCE A FAIRHOLMPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7168563300PhoneNum
Signature2021-02-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCONNIE J RICOTTAPreparerPersonNm
PTINP01417495PTIN
Phone7168563300PhoneNum
Preparation2021-02-14PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$650,536FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$344,655ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,753InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,753InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,019DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,019DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$27,157NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$202,606GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$106,245CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$375,584TotalRevAndExpnssAmt
Total Net Invst Incm$110,017TotalNetInvstIncmAmt
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$3,725AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,863AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,862AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$125TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$125TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$177OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$177OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,027TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,863TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,164TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$92,153ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$92,153ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$96,180TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,863TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$94,317TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$279,404ExcessRevenueOverExpensesAmt
Net Investment Income$108,154NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$192,471CashBOYAmt
Cash EOY$25,277CashEOYAmt
Cash EOYFMV$25,277CashEOYFMVAmt
Sav And Temp Cash Invst BOY$22,461SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$419,839SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$419,839SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$143,359CorporateStockBOYAmt
Corporate Stock EOY$205,420CorporateStockEOYAmt
Corporate Stock EOYFMV$205,420CorporateStockEOYFMVAmt
Total Assets BOY$358,291TotalAssetsBOYAmt
Total Assets EOY$650,536TotalAssetsEOYAmt
Total Assets EOYFMV$650,536TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$358,291NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$650,536NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$358,291TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$650,536TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$358,291TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$650,536TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$358,291TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$279,404ExcessRevenueOverExpensesAmt
Other Increases$12,841OtherIncreasesAmt
Subtotal$650,536SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$650,536TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
246 SHS INVESCO QQQ TRUST, SERIES 12012-02-082020-01-23$54,794$17,182$37,612$37,612
430 SHS INVESCO S&P 500 EQUAL WEIGHT2013-10-022020-01-23$50,666$31,317$19,349$19,349
470 SHS WISDOMTREE US LARGECAP DIV FND2012-11-262020-01-23$50,512$24,918$25,594$25,594
123 SHS SPDR S&P MIDCAP 400 ETF TRUST2012-01-192020-01-23$46,634$22,944$23,690$23,690
FieldValueIRS element (for citing)
Capital Gain Net Income$106,245CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,808AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$281,335NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.009981DistributionYr1Rt
Adjusted Qlfy Distri Yr2$32,525AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$125,745NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.258658DistributionYr2Rt
Adjusted Qlfy Distri Yr3$96,833AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$78,872NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.227723DistributionYr3Rt
Adjusted Qlfy Distri Yr4$212,799AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$107,359NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.982125DistributionYr4Rt
Adjusted Qlfy Distri Yr5$230,301AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$259,490NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.887514DistributionYr5Rt
Total Distribution4.366001TotalDistributionRt
Average Distribution0.873200AverageDistributionRt
Net Vl Noncharitable Assets$526,427NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$459,676AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,082NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$460,758AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$94,317QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,163InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,163SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,163TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$2,700ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,700TotalPaymentsAndCreditsAmt
Es Penalty$63EsPenaltyAmt
Overpayment$474OverpaymentAmt
Applied To ES Tax$474AppliedToESTaxAmt
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 BooksLUMSDEN MCCORMICKIndividualWithBooksNm
Phone7168563300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1369 FRANKLIN STREETAddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14202ZIPCd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
TERRENCE A FAIRHOLM
9004 TARTAN FIELDS DRIVEDUBLINOH43017TREASURER0.00$0$0$0
DAVID P BOSSY
2803 BUTTERFIELD ROAD STE 310OAK BROOKIL60523VICE PRESIDENT0.00$0$0$0
ROBERT H BERIAULT
5 CHURCHILL DRIVEENGLEWOODCO80113PRESIDENT0.00$0$0$0
SEAN DOYLE
138 WEST 17TH STREET APT 3NEW YORKNY10011DIRECTOR0.00$0$0$0
BESSIE MICHAEL
SECRETARY3.00$0$0$07272 SHERBROOKE STREET WESTMONTREALQUEBECCAH4B1R2
PATRICK DUBEE
DIRECTOR0.00$0$0$07272 SHERBROOKE STREET WESTMONTREALQUEBECCAH4B1R2
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$174,615AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$359,829AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$534,444TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$534,444AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,017CashDeemedCharitableAmt
Net Vl Noncharitable Assets$526,427NetVlNoncharitableAssetsAmt
Minimum Investment Return$26,321MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$26,321MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,163TaxBasedOnInvestmentIncomeAmt
Total Tax$2,163TotalTaxAmt
Distributable Before Adj$24,158DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$24,158DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$24,158DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$94,317ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$94,317QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$94,317AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,158DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$217,570ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$208,363ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$93,119ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$26,332ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$545,384TotalExcessDistributionCyovAmt
Qualifying Distributions$94,317QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$24,158AppliedToCurrentYearAmt
Remaining Distri From Corpus$70,159RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$615,543TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$217,570ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$397,973ExcessDistriCyovToNextYrAmt
Excess From Year4$208,363ExcessFromYear4Amt
Excess From Year3$93,119ExcessFromYear3Amt
Excess From Year2$26,332ExcessFromYear2Amt
Excess From Current Year$70,159ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID P BOSSYContributingManagerNm
Contributing ManagerROBERT H BERIAULTContributingManagerNm
Contributing ManagerSEAN DOYLEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1LOYOLA HIGH SCHOOLBusinessNameLine1Txt

Recipient Foreign Address RecipientForeignAddress

FieldValueIRS element (for citing)
Address Line17272 SHERBROOKE ST WAddressLine1Txt
CityMONTREALCityNm
Province Or StateQUEBECProvinceOrStateNm
CountryCACountryCd
Foreign PostalH4B 1R2ForeignPostalCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusNCRecipientFoundationStatusTxt
Grant Or Contribution PurposeEDUCATIONGrantOrContributionPurposeTxt
Amt$92,153Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$92,153TotalGrantOrContriPdDurYrAmt
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$2,753ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,019ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$27,157ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$30,929ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$30,929TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
ROBERT H BERIAULT
15 CHURCHILL DRIVEENGLEWOODCO80113$100,000Yes (X)
THOMAS R PIRELLI
29086 166TH WAY NORTHJUPITERFL33478$225,669Yes (X)Yes (X)
CORDELL SPENCER
3435 W 44TH STREETNEW YORKNY10036$5,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
2130 SHARES INVESCO QQQ TRUST, SERIES 1$24,8772019-09-18
2246 SHARES INVESCO QQQ TRUST, SERIES 1$53,8642020-01-10
2430 SHARES INVESCO S&P 500 EQUAL WEIGHT$49,9492020-01-10
2123 SHARES SPDR S&P MIDCAP 400 ETF TRUST$45,9812020-01-10
2470 SHARES WISDOMTREE US LARGECAP DIV FND$49,9992020-01-10

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,725Amt
Net Investment Income$1,863NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,862DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
239 SHS VERISIGN$49,432$49,432
630 SHS INVESCO QQQ TRUST$155,988$155,988

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE CHARGES$23$0$23
PAYPAL SERVICE CHARGES$154$0$154

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED APPRECIATIONDesc
Amt$12,841Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryNYS FEECategoryTxt
Amt$125Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$125DisbursementsCharitablePrpsAmt

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