THE KAPLAN SISTERS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE KAPLAN SISTERS FOUNDATION (EIN 20-6934832)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-08
- IRS object ID
- 202012829349100706
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-08T12:10:36-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814660533 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MEGLIO GROUP PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 ROSELAND AVE | AddressLine1Txt |
| City | CALDWELL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07006 | 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 | 206934832 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KAPLAN SISTERS FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JOHN COMBIAS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAPL | BusinessNameControlTxt |
| Phone | 9732264300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 GULF SHORE BLVD APT 305 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341032761 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LILLY COMBIAS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9736357374 | PhoneNum |
| Signature | 2020-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN O MEGLIO | PreparerPersonNm |
| PTIN | P00222584 | PTIN |
| Phone | 9732264300 | PhoneNum |
| Preparation | 2020-10-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.37.240.203 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-08 | IPDt |
| IP Tm | 12:10:36 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A29ACCFA07497FDB013A5DED58E3AC433920727B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D8AEB609687456F16A7167D4048212669708D4CF | 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 | $889,677 | 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 | $9,064 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $18,523 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,523 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $18,523 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $98,320 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $278,888 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $98,320 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $690 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $125,907 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $116,843 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $19,213 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,191 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,191 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $250 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $9,156 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,056 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,597 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,306 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,291 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,597 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,306 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,291 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $82,310 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $107,537 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $19,213 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $22,707 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $90,176 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $90,176 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $164,475 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $165,010 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $167,398 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $444,184 | CorporateStockBOYAmt |
| Corporate Stock EOY | $495,872 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $631,010 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,333 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,093 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,093 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $632,699 | TotalAssetsBOYAmt |
| Total Assets EOY | $752,151 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $889,677 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $632,699 | RetainedEarningBOYAmt |
| Retained Earning EOY | $752,151 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $632,699 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $752,151 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $632,699 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $752,151 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $632,699 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $82,310 | ExcessRevenueOverExpensesAmt |
| Other Increases | $37,142 | OtherIncreasesAmt |
| Subtotal | $752,151 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $752,151 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FRANKLIN K2 ALT STRATEGIES | P | 2019-03-18 | $22,368 | $22,089 | $279 | $279 |
| FED HOME BDS REDEMPTION | P | 2019-03-06 | $50,000 | $50,000 | ||
| FED HOME BD REDEMPTION | P | 2019-08-26 | $40,000 | $39,310 | $690 | $690 |
| NEW YORK BDS | P | 2019-10-01 | $25,000 | $25,000 | ||
| CELGENE CORP | P | 2019-11-21 | $121,210 | $23,087 | $98,123 | $98,123 |
| BRISTOL MYERS | P | 2019-12-31 | $477 | $2,840 | -$2,363 | -$2,363 |
| INVESCO EXCHANGE | P | 2019-12-18 | $18,906 | $18,242 | $664 | $664 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $98,320 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $690 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $52,334 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $846,888 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061796 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,550 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $892,608 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040947 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $56,043 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $862,465 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064980 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $48,868 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $929,983 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052547 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $52,243 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $915,903 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057040 | DistributionYr5Rt |
| Total Distribution | 0.277310 | TotalDistributionRt |
| Average Distribution | 0.055462 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $841,441 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $46,668 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,075 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $47,743 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $34,291 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,151 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,151 | SubtotalAmt |
| Tax Based On Investment Income | $2,151 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $10 | EsPenaltyAmt |
| Tax Due | $2,161 | 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 | MEGLIO & ODELL PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9732264300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 ROSELAND AVENUE | AddressLine1Txt |
| City | CALDWELL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07006 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| LILLY COMBIAS | |||||||||
| 4501 GULF SHORE BLVD NORTH | APT 305 | NAPLES | FL | 341032791 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| RUTH KAPLAN | |||||||||
| 5 PARADE LANE | RYE BROOK | NY | 10573 | TRUSTEE | 000.00 | $0 | $0 | $0 | |
| SARA ABRAMSON | |||||||||
| 84 ISLEN TERRACE | LARCHMONT | NY | 10538 | TRUSTEE | 000.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $787,908 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,347 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $854,255 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $854,255 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,814 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $841,441 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,072 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,072 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,151 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,151 | TotalTaxAmt |
| Distributable Before Adj | $39,921 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $39,921 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $39,921 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,291 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $34,291 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $34,291 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,921 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $287 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,034 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $10,522 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $23,843 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,291 | QualifyingDistributionsAmt |
| Applied To Current Year | $34,291 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $5,630 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,630 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,213 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $18,213 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $7,691 | ExcessFromYear3Amt |
| Excess From Year1 | $10,522 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| BOMA | ||||||||
| BOMA | 1101 15TH STREET | 1101 15TH STREET | WASHINGTON | DC | 20005 | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| BRIDGES OUTREACH INC | ||||||||
| BRIDGES OUTREACH INC | 120 MORRIS AVENUE | 120 MORRIS AVENUE | SUMMIT | NJ | 07901 | 501(C)(3) | GENERAL SUPPORT | $8,000 |
| DOCTORS WITHOUT BORDERS | ||||||||
| DOCTORS WITHOUT BORDERS | 333 7TH AVENUE | 333 7TH AVENUE | NEW YORK | NY | 10001 | 501(C)(3) | GENERAL PURPOSE | $8,000 |
| THE SHELTER | ||||||||
| THE SHELTER | PO BOX 10102 | PO BOX 10102 | NAPLES | FL | 34101 | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| NATIONAL EATING DOSORDERS FDN | ||||||||
| NATIONAL EATING DISORDERS FDN | 1500 BROADWAY | 1500 BROADWAY | NEW YORK | NY | 10036 | 501(C)(3) | GENERAL PURPOSE | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $18,523 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $927 | ExclusionAmt |
| Related Or Exempt Function Incm | $97,393 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,450 | ExclusionAmt |
| Related Or Exempt Function Incm | $97,393 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $116,843 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,191 | Amt |
| Disbursements Charitable Prps | $2,191 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY SECURITIES | StockNm |
| EOY Book Value | $495,872 | EOYBookValueAmt |
| EOYFMV | $631,010 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $165,010 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $167,398 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $1,333 | $1,093 | $1,093 |
| CAP GAIN DIV RECEIVABLE |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| NY STATE FILING FEES | $100 | $100 | |
| INVESTMENT ADVISORY FEES | $9,056 | $9,056 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORRECT COST BASIS OF SECURITIES | Desc |
| Amt | $37,142 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | ||
| FEDERAL EXCISE TAX | $250 | $250 |
Comments