BETA

LAWRENCE CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LAWRENCE CHARITABLE FOUNDATION (EIN 31-1709120)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-12-20
IRS object ID
202143549349100704
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)
Return2021-12-20T16:04:20-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311709120EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Lawrence Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% GARY GETTENBERGInCareOfNm
Business Name ControlLAWRBusinessNameControlTxt
Phone5162955350PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1388 Kenridge RoadAddressLine1Txt
CityLawrenceCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11559ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY GETTENBERGPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5162955350PhoneNum
Signature2021-12-20SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGARYPersonFirstNm
Person LastGETTENBERGPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
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$2,626,430FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$600ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7,506InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,506InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$7,506InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$3,922DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,922DividendsNetInvstIncmAmt
Dividends Adj Net Incm$3,922DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$357NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$400,523GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$357CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$13,331OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$13,331OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$13,331OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$25,716TotalRevAndExpnssAmt
Total Net Invst Incm$25,116TotalNetInvstIncmAmt
Total Adj Net Incm$24,759TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$250TaxesRevAndExpnssAmt
Taxes Net Invst Incm$250TaxesNetInvstIncmAmt
Taxes Adj Net Incm$250TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$250TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$225OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$225OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$225OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$225OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$475TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$475TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$475TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$475TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$215,589ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$215,589ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$216,064TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$475TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$475TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$216,064TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$190,348ExcessRevenueOverExpensesAmt
Net Investment Income$24,641NetInvestmentIncomeAmt
Adjusted Net Income$24,284AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$466,280CashBOYAmt
Cash EOY$190,840CashEOYAmt
Cash EOYFMV$190,840CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
Corporate Stock BOY$1,371,493CorporateStockBOYAmt
Corporate Stock EOY$1,419,044CorporateStockEOYAmt
Corporate Stock EOYFMV$1,421,608CorporateStockEOYFMVAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Mortgage Loans BOY$977,382MortgageLoansBOYAmt
Mortgage Loans EOY$1,013,982MortgageLoansEOYAmt
Mortgage Loans EOYFMV$1,013,982MortgageLoansEOYFMVAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$2,815,155TotalAssetsBOYAmt
Total Assets EOY$2,623,866TotalAssetsEOYAmt
Total Assets EOYFMV$2,626,430TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,815,155CapitalStockBOYAmt
Capital Stock EOY$2,623,866CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$2,815,155TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,623,866TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,815,155TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,623,866TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,815,155TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$190,348ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,624,807SubtotalAmt
Other Decreases$941OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,623,866TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$357CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$219NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$343InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$343SubtotalAmt
Tax Based On Investment Income$343TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$343EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$343TotalPaymentsAndCreditsAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Gary GettenbergBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5162955350PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1388 Kenridge RoadAddressLine1Txt
CityLawrenceCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11559ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
GARY GETTENBERG
388 Kenridge RoadLawrenceNY11559Trustee3.000$0
LYNN GETTENBERG
388 Kenridge RoadLawrenceNY11559Trustee2.000$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Aid to many needy charitable institutions They were provided with grants to aid the needyDescription1Txt
Expenses1$475Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,396,551AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$328,560AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$995,682FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,720,793TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,720,793AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$40,812CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,679,981NetVlNoncharitableAssetsAmt
Minimum Investment Return$133,999MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$133,999MinimumInvestmentReturnAmt
Tax Based On Investment Income$343TaxBasedOnInvestmentIncomeAmt
Total Tax$343TotalTaxAmt
Distributable Before Adj$133,656DistributableBeforeAdjAmt
Distributable Before Ded$133,656DistributableBeforeDedAmt
Distributable As Adjusted$133,656DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$216,064ExpensesAndContributionsAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$216,064QualifyingDistributionsAmt
Adjusted Qualifying Distri$216,064AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$133,656DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$118,926ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$293,363ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$258,113ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$151,092ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$71,362ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$892,856TotalExcessDistributionCyovAmt
Qualifying Distributions$216,064QualifyingDistributionsAmt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$216,064RemainingDistriFromCorpusAmt
Total Corpus$1,108,920TotalCorpusAmt
Undistributed Income CY$133,656UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$118,926ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$989,994ExcessDistriCyovToNextYrAmt
Excess From Year4$293,363ExcessFromYear4Amt
Excess From Year3$258,113ExcessFromYear3Amt
Excess From Year2$151,092ExcessFromYear2Amt
Excess From Year1$71,362ExcessFromYear1Amt
Excess From Current Year$216,064ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLYNN GETTENBERGRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1388 Kenridge RoadAddressLine1Txt
CityLawrenceCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11559ZIPCd
FieldValueIRS element (for citing)
Form And Info And MaterialsLetters of Recommendation Description of ActivitiesFormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsNoneRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
New York Medical College
40 Sunshine Cottage RoadValhallaNY10595EOFDeans WhiteCoat Scholarship Fund$25,000
American Friends of Rambam Medical Center
420 Lexington AvenueNew YorkNY10170EOFAid to Needy$36,000
VAAD Harabbanim
221 Regent DriveLakewoodNJ08701EOFAID TO NEEDY$20,000
PELEH YOETZ
163 HEWES STREETBrooklynNY11211EOFAID TO NEEDY$20,000
MESIVTA YESHIVA R'CHAIM BERLIN
1585 Coney Island AvenueBrooklynNY11230EOFAID TO NEEDY$16,800
CONG CHINO V'CHISDA
535 DAHILL ROADBrooklynNY11218EOFAID TO NEEDY$15,000
AMERICAN FRIENDS OF NETIV ARYEH
18 Orchard Hill DriveMonseyNY10952EOFAID TO NEEDY$10,000
WEST SIDE KOLLEL
646 West End AvenueNew YorkNY10025EOFAID TO NEEDY$10,680
Congregation Kneseth Israel
728 Empire AvenueFar RockawayNY11691EOFAID TO NEEDY$5,000
CONGREGATION BNEI AHARON
1516 East 24thBrooklynNY11210EOFAID TO NEEDY$4,000
CONGREGATION NISHMAT HATORAH
6 Franklin PlaceWoodmereNY11598EOFAID TO NEEDY$4,500
CONGREGATION BETH SHOLOM
390 BroadwayLawrenceNY11559EOFAID TO NEEDY$2,500
MOSDOT BOTOSHAN
1148 49th StreetBrooklynNY11219EOFAID TO NEEDY$1,740
OHEL CHILDREN'S HOME
156 BEACH 9th Street 2nd FloorFar RockawayNY11691EOFAID TO NEEDY$1,000
SHULAMITH SCHOOL FOR GIRLS
305 Cedarhurst AvenueCedarhurstNY11516EOFAID TO NEEDY$1,000
KEREN REFOEL YEHUDA
1137 SAGE STREETFar RockawayNY11691EOFAid to needy$1,000
YAD BATYA L'KALLAH
1256 East 26th StreetBrooklynNY11210EOFAID TO NEEDY$2,000
NEW YORK MEDICAL COLLEGE
40 SUNSHINE COTTAGE ROADValhallaNY10595EOFUNRESTRICTED FUND$25,000
AID
388 Kenridge RoadLawrenceNY11559EOFAid to needy$14,369
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$215,589TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$7,506UnrelatedBusinessTaxblIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$3,922UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$11,428UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,428TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3ADDITIONAL INCOME SET ASIDE FOR CHARITABLE PURPOSES
4ADDITIONAL INCOME SET ASIDE FOR CHARITABLE PURPOSES

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
09042020
ISHARES US ETF 3992 SHS2019-12p2020-09$200,115$200,742-$627
02182020
CITIGROUP INC2015-07P2020-02$50,000$49,855$145
06302015
MORGAN STANLEY2015-06P2015-06$50,000$49,942$58
05202020
QUALCOMM INC2015-07P2020-05$50,000$49,773$227
12312020
SPDR GOLD TR2020-01P2020-12$408$408
05112020
SHELL INTERNATIONAL2015-11P2020-05$50,000$49,854$146

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTSStockNm
EOY Book Value$1,419,044EOYBookValueAmt
EOYFMV$1,421,608EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPY IRS TAX PAYMENTDesc
Amt$941Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$225RevenueAndExpensesPerBooksAmt
Net Investment Income$225NetInvestmentIncomeAmt
Adjusted Net Income$225AdjustedNetIncomeAmt
Disbursements Charitable Prps$225DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescAlliance Bernstein K1Desc
Revenue And Expenses Per Books$13,331RevenueAndExpensesPerBooksAmt
Net Investment Income$13,331NetInvestmentIncomeAmt
Adjusted Net Income$13,331AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryNYCategoryTxt
Amt$250Amt
Net Investment Income$250NetInvestmentIncomeAmt
Adjusted Net Income$250AdjustedNetIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

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