BETTY & NORMAN F LEVY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BETTY & NORMAN F LEVY FOUNDATION INC (EIN 13-2553674)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-02-19
- IRS object ID
- 202030509349100308
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-19T16:44:33-06:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132553674 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BETTY & NORMAN F LEVY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % FRANCIS LEVY | InCareOfNm |
| Business Name Control | BETT | BusinessNameControlTxt |
| Phone | 2127519100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WITHUMSMITHBROWN1411 BDWY Sui | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANCIS LEVY | PersonNm |
| Person Title | CO-PRES/DIRECTOR | PersonTitleTxt |
| Phone | 2127519100 | PhoneNum |
| Signature | 2020-01-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT DEMMETT CPA | PreparerPersonNm |
| PTIN | P00103809 | PTIN |
| Phone | 2127519100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $345,976 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7,142 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,142 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,142 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,142 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $139 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,739 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,600 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,239 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,600 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$58,097 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,542 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $403,757 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $345,651 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $345,651 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $325 | OtherAssetsBOYAmt |
| Other Assets EOY | $325 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $325 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $404,082 | TotalAssetsBOYAmt |
| Total Assets EOY | $345,976 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $345,976 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $404,082 | CapitalStockBOYAmt |
| Capital Stock EOY | $345,976 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $404,082 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $345,976 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $404,082 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $345,976 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $404,082 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$58,097 | ExcessRevenueOverExpensesAmt |
| Subtotal | $345,985 | SubtotalAmt |
| Other Decreases | $9 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $345,976 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $140,133 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $426,842 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.328302 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $127,472 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $572,855 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.222521 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $52,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $669,766 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.078386 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $84,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $738,204 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.114128 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $544,223 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $838,621 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.64895 | DistributionYr5Rt |
| Total Distribution | 1.392287 | TotalDistributionRt |
| Average Distribution | 0.278457 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $353,424 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $98,413 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $45 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $98,458 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $62,600 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $91 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $91 | SubtotalAmt |
| Tax Based On Investment Income | $91 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $91 | TaxDueAmt |
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 | FRANCIS LEVY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127519100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WITHUMSMITHBROWN PC1411 BDWY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FRANCIS N LEVY | ||||||||
| C/O WSBPC 1411 BROADWAY 9TH FL | NEW YORK | NY | 10018 | CO-PRES/DIRECTOR | 1.0 | $0 | $0 | $0 |
| JEANNE LEVY CHURCH | ||||||||
| C/O WSBPC 1411 BROADWAY 9TH FL | NEW YORK | NY | 10018 | CO-PRES/DIRECTOR | 0.0 | $0 | $0 | $0 |
| HALLIE D COHEN | ||||||||
| C/O WSBPC 1411 BROADWAY 9TH FL | NEW YORK | NY | 10018 | SECTY/TREASURER/DIRECTOR | 1.0 | $0 | $0 | $0 |
| KENNETH LEVY CHURCH | ||||||||
| C/O WSBPC 1411 BROADWAY 9TH FL | NEW YORK | NY | 10018 | VP/DIRECTOR | 0.0 | $0 | $0 | $0 |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $358,481 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $325 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $358,806 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $358,806 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,382 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $353,424 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,671 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,671 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $91 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $91 | TotalTaxAmt |
| Distributable Before Adj | $17,580 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,580 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,580 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,600 | 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 | $62,600 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $62,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,580 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $502,292 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $47,340 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,012 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $98,885 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $118,869 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $786,398 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $62,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $17,580 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,020 | RemainingDistriFromCorpusAmt |
| Total Corpus | $831,418 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $502,292 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $329,126 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $47,340 | ExcessFromYear4Amt |
| Excess From Year3 | $19,012 | ExcessFromYear3Amt |
| Excess From Year2 | $98,885 | ExcessFromYear2Amt |
| Excess From Year1 | $118,869 | ExcessFromYear1Amt |
| Excess From Current Year | $45,020 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MACALESTER COLLEGE ANNUAL FUND | |||||||
| 1600 GRAND AVENUE | ST PAUL | MN | 55105 | NONE | PC | UNRESTRICTED | $5,000 |
| AMERICAN ACADEMY IN ROME | |||||||
| 7 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | PC | UNRESTRICTED | $2,500 |
| THE BROTHERHOOD SYNAGOGUE | |||||||
| 28 GRAMERCY PARK SOUTH | NEW YORK | NY | 10003 | NONE | PC | UNRESTRICTED | $50,000 |
| ENCOURAGE KIDS FOUNDATION | |||||||
| 1560 BROADWAY SUITE 600 | NEW YORK | NY | 10036 | NONE | PC | UNRESTRICTED | $2,500 |
| SCS FOUNDATION | |||||||
| 1415 E 29TH ST | BROOKLYN | NY | 11210 | NONE | PC | UNRESTRICTED | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,500 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,142 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| 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 | |
| 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 | $7,142 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,142 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT/BOOKEEPING FEES | CategoryTxt |
| Amt | $2,600 | Amt |
| Net Investment Income | $2,600 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORGANIZATIONAL EXPENSE | Desc |
| BOY Book Value | $325 | BOYBookValueAmt |
| EOY Book Value | $325 | EOYBookValueAmt |
| EOYFMV | $325 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $9 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| NY TAXES | $100 | $100 |
| EXCISE TAXES | $39 |
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