ACCESS CAPITAL FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ACCESS CAPITAL FOUNDATION (EIN 36-7190561)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-06
- IRS object ID
- 202011889349101011
- Schema version
- 2018v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-06T17:22:35-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132608630 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADELMAN KATZ & MOND LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST 41ST STREET - STE 1801 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367190561 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCESS CAPITAL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O DONNA REICHERT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACCE | BusinessNameControlTxt |
| Phone | 2126449300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 PARK AVENUE 19TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100229405 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIE STUCHIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2126449300 | PhoneNum |
| Signature | 2020-07-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE L KATZ CPA | PreparerPersonNm |
| PTIN | P00577432 | PTIN |
| Phone | 2123820404 | PhoneNum |
| Preparation | 2020-06-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 100.12.1.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-01 | IPDt |
| IP Tm | 13:22:00 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 13D1569FC759FC2DB331D0F1E532326BDF8E23E8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,406,945 | 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 | $86,678 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $32,271 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,271 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $227,623 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $273,187 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $227,623 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $346,572 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $259,894 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,788 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $570 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $570 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,358 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,570 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $203,511 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $203,511 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $209,869 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,570 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $203,511 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $136,703 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $257,324 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,855 | CashBOYAmt |
| Cash EOY | $14,498 | CashEOYAmt |
| Cash EOYFMV | $14,498 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $58,537 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $146,081 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $146,081 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,200,702 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,246,366 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,246,366 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,264,094 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,406,945 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,406,945 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,600 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,600 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,264,094 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,405,345 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,264,094 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,405,345 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,264,094 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,406,945 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,264,094 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $136,703 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,548 | OtherIncreasesAmt |
| Subtotal | $1,405,345 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,405,345 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ILLINOIS TOOL WORKS INC | 2010-04-13 | 2019-01-10 | $33,682 | $12,446 | $21,236 | $21,236 |
| INTL BUSINESS MACH | 1971-07-14 | 2019-01-10 | $16,380 | $1,795 | $14,585 | $14,585 |
| ALLSTATE CORP | 1977-04-25 | 2019-06-07 | $74,425 | $4,030 | $70,395 | $70,395 |
| ILLINOIS TOOL WORKS INC | 1977-04-25 | 2019-06-07 | $62,156 | $20,810 | $41,346 | $41,346 |
| MARRIOT INTL INC NEW CL A | 1973-03-29 | 2019-06-07 | $81,582 | $5,999 | $75,583 | $75,583 |
| MARRIOT VACATIONS WORLDWIDE | 1973-03-29 | 2019-06-07 | $4,962 | $484 | $4,478 | $4,478 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $227,623 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $191,949 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,347,490 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.142449 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $91,550 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $864,910 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.105849 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $107,913 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $261,081 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.413331 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $72,016 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $288,176 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.249903 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $154,834 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $79,695 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.942832 | DistributionYr5Rt |
| Total Distribution | 2.854364 | TotalDistributionRt |
| Average Distribution | 0.570873 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,325,576 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $756,736 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,573 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $759,309 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $203,511 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,146 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,146 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,146 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $2,649 | OverpaymentAmt |
| Applied To ES Tax | $2,649 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126449300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O DONNA REICHERT-400 PARK AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | 0 | BusinessHoldingsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIE STUCHIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ACESS CAPITAL - 400 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | HORACE MANN SCHOOL | Description1Txt |
| Expenses1 | $115,000 | Expenses1Amt |
| Description2 | PMC | Description2Txt |
| Expenses2 | $27,906 | Expenses2Amt |
| Description3 | MYFACE | Description3Txt |
| Expenses3 | $15,000 | Expenses3Amt |
| Description4 | LEUKEMIA & LYMPHOMA SOCIETY | Description4Txt |
| Expenses4 | $10,000 | Expenses4Amt |
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 | $1,289,714 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,048 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,345,762 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,345,762 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,186 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,325,576 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,279 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $66,279 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,146 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,146 | TotalTaxAmt |
| Distributable Before Adj | $61,133 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $61,133 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $61,133 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $203,511 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $203,511 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $203,511 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $61,133 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $153,857 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $57,607 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $95,483 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $48,812 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $127,027 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $482,786 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $203,511 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $61,133 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $142,378 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $625,164 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $153,857 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $471,307 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $57,607 | ExcessFromYear4Amt |
| Excess From Year3 | $95,483 | ExcessFromYear3Amt |
| Excess From Year2 | $48,812 | ExcessFromYear2Amt |
| Excess From Year1 | $127,027 | ExcessFromYear1Amt |
| Excess From Current Year | $142,378 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF BEIT RUTH | |||||||
| 315 WEST 70TH STREET 7F | NEW YORK | NY | 10023 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| CANCER RESEARCH FOUNDATION | |||||||
| 55 BROADWAY SUITE 1802 | NEW YORK | NY | 10006 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| HORACE MANN SCHOOL | |||||||
| 231 WEST 256TH STREET | BRONX | NY | 10471 | NONE | 501(C)(3) | GENERAL SUPPORT | $115,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 1311 MAMARONECK AVENUE SUITE 310 | WHITE PLAINS | NY | 10605 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| MYFACE | |||||||
| 333 EAST 30TH STREET LOBBY UNIT | NEW YORK | NY | 10016 | NONE | 501(C)(3) | GENERAL SUPPORT;LISTTOTAL 5500 | $15,000 |
| NATIONAL INSTITUTE FOR REPRODUCTIVE HEALTH | |||||||
| 470 PARK AVENUE SOUTH 7TH FLOOR | NEW YORK | NY | 10016 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| NEW YORK UNIVERSITY | |||||||
| ONE PARK AVE 17TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | NUCLEAR CARDIOLOGY PROGRAM | $1,000 |
| PMC | |||||||
| 345 STATE ST | PERTH AMBOY | NJ | 08861 | NONE | 501(C)(3) | GENERAL SUPPORT | $27,906 |
| VIRTUAL ENTERPRISES INTERNATIONAL INC | |||||||
| 122 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 |
| CHILDREN'S MUSEUM OF MANHATTAN | |||||||
| 212 W 83RD ST | NEW YORK | NY | 10024 | NONE | 501(C)(3) | GENERAL SUPPORT | $6,780 |
| CHRISTOPHER'S HEMOPHILIA BENEFIT | |||||||
| 315 W 36TH 2ND FLOOR | NEW YORK | NY | 10018 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 |
| CARE FOR THE HOMELESS | |||||||
| 30 E 33RD ST 5TH FLOOR | NEW YORK | NY | 10016 | NONE | 501(C)(3) | GENERAL SUPPORT | $725 |
| MARLBORO JEWISH CENTER | |||||||
| 103 SCHOOL ROAD W | MARLBORO TOWNSHIP | NJ | 07746 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| RED CROSS SRI LANKA | |||||||
| 50 WEST 15TH STREET | NEW YORK | NY | 10011 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 |
| SANCTUARY FOR FAMILIES | |||||||
| PO BOX 1406 WALL STREET STATION | NEW YORK | NY | 10268 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| FOUNDATION OF SARCOIDOSIS RESEARCH | |||||||
| 333 E 38TH ST 4TH FLOOR | NEW YORK | NY | 10016 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 |
| HEART OF VIRGINIA | |||||||
| PO BOX 442 | VIRGINIA | MN | 55792 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $203,511 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $32,271 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $227,623 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $259,894 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $259,894 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | DIVIDENDS AND INTEREST INCOME TO DISBURSE FOR EXEMPT PURPOSE |
| 8 | PROCEEDS FROM SALE OF ASSETS TO DISBURSE FOR EXEMPT PURPOSE |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILES STUCHIN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1107 5TH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $86,678 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 670 SHARES MARRIOTT INTL INC | NoncashPropertyDesc |
| Fair Market Value | $86,678 | FairMarketValueAmt |
| Received | 2019-06-07 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BOEING COMPANY | $171,085 | $171,085 |
| CELGENE CORP | $7,672 | $7,672 |
| ABBOT LABS | $780,363 | $780,363 |
| INTL BUSINESS MACH | $287,246 | $287,246 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEES | $250 | $250 | $0 | $0 |
| ADVERTISING | $320 | $320 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $4,548 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,600 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL | CategoryTxt |
| Amt | $3,788 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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