ISSROFF FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ISSROFF FAMILY FOUNDATION (EIN 76-0849175)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202003189349101645
- 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
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T12:39:17-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475678930 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GALEAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 GRAND STREET APT JGB | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760849175 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ISSROFF FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ISSR | BusinessNameControlTxt |
| Phone | 6464909130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 BROADWAY NO 1703 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ISSROFF | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2129444433 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNA H CHU | PreparerPersonNm |
| PTIN | P00536737 | PTIN |
| Phone | 6465888423 | PhoneNum |
| Preparation | 2020-11-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.113.160.110 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 13:39:03 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7120B684FBBD645B2613F85D02F9C9144B8BFFB7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7120B684FBBD645B2613F85D02F9C9144B8BFFB7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,161,274 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $247 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $247 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $193,985 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $193,985 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $473,612 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $473,612 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $667,844 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $667,844 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $75,715 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $73,978 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,738 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,580 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,330 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $63,692 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $41,736 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $55 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $55 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,424 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,424 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $181,466 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $115,732 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,779 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $488,459 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $488,459 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $669,925 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $115,732 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $532,238 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,081 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $552,112 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $490,058 | CashBOYAmt |
| Cash EOY | $696,409 | CashEOYAmt |
| Cash EOYFMV | $697,355 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,769,277 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,583,823 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,467,120 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $457,371 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $455,248 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $464,856 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $657,997 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $637,192 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $531,943 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,374,703 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,372,672 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,161,274 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $62 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $112 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $62 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $112 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,374,641 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,372,560 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,374,641 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,372,560 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,374,703 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,372,672 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,374,641 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,081 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,372,560 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,372,560 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION THRU US TRUST | P | $48,216 | $48,216 |
| INVESTMENT -US TRUST | P | $14,560 | $14,560 |
| INVESTMENT -US TRUST | P | $410,836 | $410,836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $473,612 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $537,288 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,777,332 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054952 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $498,361 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,194,514 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054202 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $494,527 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,660,425 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057102 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $486,586 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,319,448 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052212 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $466,593 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,567,756 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048767 | DistributionYr5Rt |
| Total Distribution | 0.267235 | TotalDistributionRt |
| Average Distribution | 0.053447 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,673,308 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $517,009 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,521 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $522,530 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $532,238 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,521 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,521 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,521 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,493 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,521 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHRISTINE O'DONNELL-US TRUST | IndividualWithBooksNm |
| Phone | 6468551011 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 WEST 42ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID ISSROFF | ||||||||
| TRINITY BUILDING 111 BWAY STE 1703 | NEW YORK | NY | 10006 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| LISA ISSROFF | ||||||||
| TRINITY BUILDING 111 BWAY STE 1703 | NEW YORK | NY | 10006 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | INTERNAL REVENUE CODE SECTION 501(C)(3). | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,822,524 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $471,344 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $526,749 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,820,617 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,820,617 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $147,309 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,673,308 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $483,665 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $483,665 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,521 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,521 | TotalTaxAmt |
| Distributable Before Adj | $478,144 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $478,144 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $478,144 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $532,238 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $532,238 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,521 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $526,717 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $478,144 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $238,389 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $532,238 | QualifyingDistributionsAmt |
| Applied To Year1 | $238,389 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $293,849 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $184,295 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AFRICAN LEADERSHIP FOUNDATION | |||||||||||
| PO BOX 26730 | SAN FRANCISCO | CA | 94126 | 501(C)(3) | EDUCATION | $25,000 | |||||
| ARBOR BROTHERS INC | |||||||||||
| 349 5TH AVE 6TH FL | NEW YORK | NY | 10016 | 501(C)(3) | EDUCATION | $15,000 | |||||
| ASYV | |||||||||||
| 498 SEVENTH AVE | NEW YORK | NY | 10018 | 501(C)(3) | EDUCATION | $10,000 | |||||
| BICYCLES AGAINST POVERTY | |||||||||||
| 244 FIFTH AVE STE D222 | NEW YORK | NY | 10001 | 501(C)(3) | ECONOMIC DEVELOPMENT | $15,000 | |||||
| 350 ORG | |||||||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | 501(C)(3) | EDUCATION | $1,000 | |||||
| BROWN UNIVERSITY | |||||||||||
| 164 ANGALL ST | PROVIDENCE | RI | 02912 | 501(C)(3) | EDUCATION | $5,000 | |||||
| ECHOING GREEN FOUNDATION | |||||||||||
| 462 7TH AVE 13FL | NEW YORK | NY | 10018 | 501(C)(3) | ENTREPRENEURSHIP | $50,000 | |||||
| EDUCATE | |||||||||||
| PO BOX 4847 | BOULDER | CO | 80306 | 501(C)(3) | EDUCATION | $10,000 | |||||
| GARDENS OF HEALTH INTERNATIONAL RWANDA | |||||||||||
| 9 WATERHOUSE STREET | CAMBRIDGE | MA | 02138 | 501(C)(3) | HEALTH | $2,500 | |||||
| GENERATION CITIZEN | |||||||||||
| 89 SOUTH STREET STE 203 | BOSTON | MA | 02111 | 501(C)(3) | CIVIC EDUCATION | $50,000 | |||||
| GIRL UP INITIATIVE | |||||||||||
| 1750 PENNSYLVANIA AVE | WASHINGTON | DC | 20006 | 501(C)(3) | GIRL EMPOWERMENT | $25,000 | |||||
| KAKENYA'S DREAM | |||||||||||
| 8300 BOONE BLVD STE 300 | VIENNA | VA | 22182 | 501(C)(3) | EDUCATION | $2,800 | |||||
| TRICKLE UP | |||||||||||
| 104 W 27TH ST 12 | NEW YORK | NY | 10001 | 501(C)(3) | EDUCATION | $500 | |||||
| LWALA COMMUNITY ALLIANCE | |||||||||||
| PO BOX 60688 | NASHVILLE | TN | 37206 | 501(C)(3) | HEALTH, EDUCATION AND WELFARE | $2,500 | |||||
| MINDLEAPS | |||||||||||
| 315 WEST 36TH ST 2ND FL | NEW YORK | NY | 10018 | 501(C)(3) | EDUCATION | $15,000 | |||||
| ONE WORLD CHILDREN'S FUND | |||||||||||
| 3108 GLENDALE BLVD 506 | LOS ANGELES | CA | 90039 | 501(C)(3) | RELIEF SERVICES | $1,000 | |||||
| ONGOZA | |||||||||||
| 111 BROADWAY STE 1703 | NEW YORK | NY | 10006 | 501(C)(3) | ENTREPRENEURSHIP | $52,100 | |||||
| PRINCETON UNIVERSITY | |||||||||||
| 125 FACULTY ROAD | PRINCETON | NJ | 08544 | 501(C)(3) | EDUCATION | $20,000 | |||||
| THE YOUNG CENTER FOR IMMIGRANT | |||||||||||
| 2245 S MICHIGAN AVE STE 301 | CHICAGO | IL | 60616 | 501(C)(3) | HEALTH AND WELFARE | $1,000 | |||||
| RESONATE | |||||||||||
| 107 WOODRUFF STREET | MADISON | TN | 37115 | 501(C)(3) | GIRL EMPOWERMENT | $35,000 | |||||
| ROBINHOOD | |||||||||||
| 826 BROADWAY 9TH FL | NEW YORK | NY | 10003 | 501(C)(3) | EDUCATION | $10,000 | |||||
| SHE JUMPS | |||||||||||
| 3434 E BENGAL BLVD UNIT 114 | SALT LAKE CITY | UT | 84121 | 501(C)(3) | EDUCATION | $2,000 | |||||
| SHOFCO | |||||||||||
| 318 W 108TH ST 5 | NEW YORK | NY | 10025 | 501(C)(3) | EDUCATION | $10,000 | |||||
| SPARK MICROGRANT | |||||||||||
| 575 MAIN STREET N1909 | NEW YORK | NY | 10044 | 501(C)(3) | ENTREPRENEURSHIP | $6,500 | |||||
| TEACH FOR UGANDA | |||||||||||
| 2040 BANCROFT WAY STE 200 | BERKELEY | CA | 94704 | 501(C)(3) | EDUCATION | $20,500 | |||||
| EQUAL JUSTICE INITIATIVE | |||||||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | 501(C)(3) | CRIMINAL JUSTICE | $1,000 | |||||
| UBUNTU EDUCATION FUND | |||||||||||
| 32 BROADWAY STE 414 | NEW YORK | NY | 10004 | 501(C)(3) | EDUCATION | $5,059 | |||||
| ACTION FUND | |||||||||||
| 501(C)(3) | HEALTH AND WELFARE | $1,000 | 660 13TH ST STE 200 | OAKLAND | CALIFORNIA | UG | 94612 | ||||
| WESLEYAN UNIVERSITY | |||||||||||
| 45 WYLLYS AVE | MIDDLETOWN | CT | 06459 | 501(C)(3) | EDUCATION | $5,000 | |||||
| YOUTH RENEWAL FUND | |||||||||||
| 250 WEST 57TH STREET 632 | NEW YORK | NY | 10107 | 501(C)(3) | HEALTH AND WELFARE | $5,000 | |||||
| MCE | |||||||||||
| 12501 ALCOSTA BLVE | SAN RAMON | CA | 94583 | 501(C)(3) | EDUCATION | $32,000 | |||||
| UJIMA FOUNDATION | |||||||||||
| 501(C)(3) | EDUCATION | $15,000 | DURANT RD 4 | ST MARTEN | OC | ||||||
| URCHARTED FIRSCAL | |||||||||||
| 3532 FRANKLIN STREET STE 1 | DENVER | CO | 80205 | 501(C)(3) | EDUCATION | $25,000 | |||||
| KING BAUDOIN FOUNDATION | |||||||||||
| 10 ROCKEFELLER PLAZA | NEW YORK | NY | 10020 | 501(C)(3) | HEALTH AND WELFARE | $7,500 | |||||
| TUNAPANDA INSTITUTE | |||||||||||
| 333 GOVERNORS DRIVE | KIAWAH ISLAND | SC | 29455 | 501(C)(3) | EDUCATION | $2,500 | |||||
| NOT FOR SALE COMPAIGN | |||||||||||
| 1900 POWELL S | EMERYVILLE | CA | 94608 | 501(C)(3) | EDUCATION | $1,000 | |||||
| BRASS FOR AFRICA | |||||||||||
| 58 SAUNDERS ST | N WEYMOUTH | MA | 02191 | 501(C)(3) | EDUCATION | $1,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $488,459 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $247 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $193,985 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $473,612 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $667,844 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $667,844 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BOND HELD THROUGH U.S. TRUST | BondNm |
| EOY Book Value | $455,248 | EOYBookValueAmt |
| EOYFMV | $464,856 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK HELD THROUGH U.S. TRUST | StockNm |
| EOY Book Value | $5,583,823 | EOYBookValueAmt |
| EOYFMV | $8,467,120 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REAL ESTATE AND PUBLIC REITS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $637,192 | BookValueAmt |
| EOYFMV | $531,943 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES US TRUST | Desc |
| Revenue And Expenses Per Books | $25,424 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25,424 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $62 | BOYBookValueAmt |
| EOY Book Value | $112 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENTT FEES | $73,978 | $73,978 | $0 |
| OUTSIDE IT & WEB SERVICES FEES | $1,737 | $0 | $1,738 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $5,742 | $5,742 | $0 |
| NET INVESTMENT TAX | $10,588 | $10,588 | $0 |
| ANNUAL FILING FEE | $250 | $0 | $250 |
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