BETA

BUNSON FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BUNSON FAMILY FOUNDATION (EIN 45-0526292)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-15
IRS object ID
202001369349100025
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-05-15T09:23:07-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1The Ayco Company LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 15014AddressLine1Txt
CityAlbanyCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122125014ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN450526292EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Bunson Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% THE AYCO COMPANY LP - NTGInCareOfNm
Business Name ControlBUNSBusinessNameControlTxt
Phone5186405000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 73 Bowling Green StationAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP102740073ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN M BUNSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5186405000PhoneNum
Signature2020-04-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChristine DiIonnaPreparerPersonNm
PTINP00999533PTIN
Phone5186405000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.47.208.34IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id14244320201365000035FederalOriginalSubmissionId
Federal Original Submission Id2020-05-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id64E326594ACA797352E9040581C26CF45152FA85AtSubmissionCreationDeviceId
At Submission Filing Device Id64E326594ACA797352E9040581C26CF45152FA85AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-11-06 18:47:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$919,799FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$36InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$36InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$26,932DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,932DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$39,270NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$156,005GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$39,270CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$66,238TotalRevAndExpnssAmt
Total Net Invst Incm$66,238TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$4,000TaxesRevAndExpnssAmt
Printing And Pub Rev And Expnss$100PrintingAndPubRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$4,100TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$200,759ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$200,759ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$204,859TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$200,759TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$138,621ExcessRevenueOverExpensesAmt
Net Investment Income$66,238NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$946SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,881SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,881SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$891,977CorporateStockBOYAmt
Corporate Stock EOY$815,436CorporateStockEOYAmt
Corporate Stock EOYFMV$835,708CorporateStockEOYFMVAmt
Other Investments BOY$171,624OtherInvestmentsBOYAmt
Other Investments EOY$92,325OtherInvestmentsEOYAmt
Other Investments EOYFMV$82,210OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,064,547TotalAssetsBOYAmt
Total Assets EOY$909,642TotalAssetsEOYAmt
Total Assets EOYFMV$919,799TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,064,547CapitalStockBOYAmt
Capital Stock EOY$909,642CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,064,547TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$909,642TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,064,547TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$909,642TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,064,547TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$138,621ExcessRevenueOverExpensesAmt
Subtotal$925,926SubtotalAmt
Other Decreases$16,284OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$909,642TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIES - GSPropertyDesc
Sold2019-12-31SoldDt
Gross Sales Price$105,000GrossSalesPriceAmt
Cost Or Other Basis$116,735CostOrOtherBasisAmt
Gain Or Loss-$11,735GainOrLossAmt
Gains Minus Excess Or Losses-$11,735GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$39,270CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$101,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,057,944NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.095941DistributionYr1Rt
Adjusted Qlfy Distri Yr2$224,133AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,166,505NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.192141DistributionYr2Rt
Adjusted Qlfy Distri Yr3$124,614AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,272,763NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.097908DistributionYr3Rt
Adjusted Qlfy Distri Yr4$234,531AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,411,562NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.16615DistributionYr4Rt
Adjusted Qlfy Distri Yr5$51,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,392,655NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.036621DistributionYr5Rt
Total Distribution0.588761TotalDistributionRt
Average Distribution0.117752AverageDistributionRt
Net Vl Noncharitable Assets$986,160NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$116,122AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$662NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$116,784AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$200,759QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$662InvestmentIncomeExciseTaxAmt
Subtotal$662SubtotalAmt
Tax Based On Investment Income$662TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,531EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,531TotalPaymentsAndCreditsAmt
Overpayment$1,869OverpaymentAmt
Applied To ES Tax$1,869AppliedToESTaxAmt

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
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE AYCO COMPANY LP - NTGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5186405000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line125 BRITISH AMERICAN BOULEVARDAddressLine1Txt
CityLathamCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12110ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Steven M Bunson
PO Box 73 Bowling Green StationNew YorkNY102740073TRUSTEE1.0$0$0$0
Joy F Bunson
PO Box 73 Bowling Green StationNew YorkNY102740073TRUSTEE1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPTDescription1Txt
Description2UNDER INTERNAL REVENUE CODE SECTION 501 (C)(3).Description2Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$856,014AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,675AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$143,489FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,001,178TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,001,178AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,018CashDeemedCharitableAmt
Net Vl Noncharitable Assets$986,160NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,308MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,308MinimumInvestmentReturnAmt
Tax Based On Investment Income$662TaxBasedOnInvestmentIncomeAmt
Total Tax$662TotalTaxAmt
Distributable Before Adj$48,646DistributableBeforeAdjAmt
Distributable Before Ded$48,646DistributableBeforeDedAmt
Distributable As Adjusted$48,646DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$200,759ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$200,759QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$662PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$200,097AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$48,646DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$164,891ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$61,748ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$167,542ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$51,125ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$445,306TotalExcessDistributionCyovAmt
Qualifying Distributions$200,759QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$48,646AppliedToCurrentYearAmt
Remaining Distri From Corpus$152,113RemainingDistriFromCorpusAmt
Total Corpus$597,419TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$597,419ExcessDistriCyovToNextYrAmt
Excess From Year4$164,891ExcessFromYear4Amt
Excess From Year3$61,748ExcessFromYear3Amt
Excess From Year2$167,542ExcessFromYear2Amt
Excess From Year1$51,125ExcessFromYear1Amt
Excess From Current Year$152,113ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEVEN M BUNSONContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE ATTACHED LISTBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 15203AddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122125203ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONE 501(C)(3)RecipientRelationshipTxt
Grant Or Contribution PurposeFOR CHARITABLE PURPOSES ONLYGrantOrContributionPurposeTxt
Amt$200,759Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$200,759TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$36ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,932ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$39,270ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$66,238ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$66,238TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line NumberN/ALineNumberTxt
Relationship StatementNot ApplicableRelationshipStatementTxt

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

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockGOLDMAN SACHS ACCTStockNm
EOY Book Value$815,436EOYBookValueAmt
EOYFMV$835,708EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemGS L/S CREDIT STRATIGIES FUNDCategoryOrItemTxt
Book Value$92,325BookValueAmt
EOYFMV$82,210EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
APPRECIATION OVER DONORS COST BASIS -$16,284
STOCKS DONATED TO CHARITIES$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$4,000Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.