MAJOR FAMILY TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MAJOR FAMILY TRUST (EIN 13-7221394)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-16
- IRS object ID
- 202013219349101041
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T08:59:46-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORFMAN MIZRACH & THALER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 ROUTE ONE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137221394 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAJOR FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARTIN MAJOR | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARTIN MAJOR | InCareOfNm |
| Business Name Control | MAJO | BusinessNameControlTxt |
| Phone | 9149231120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 CHESTNUT HILL LN | AddressLine1Txt |
| City | BRIARCLIFF MANOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN MAJOR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7324041860 | PhoneNum |
| Signature | 2020-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01350299 | PTIN |
| Phone | 7324041860 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 20757420203215000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CBF36A43B51B15259515B416D5E880BB1F1B1614 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 882D3F74339438EB85F5BB4265EAAC0D0D788450 | 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 | $1,056,021 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $32,593 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32,593 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $32,593 | InterestOnSavingsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$26,103 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $572,977 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,490 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,593 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $32,593 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $750 | AccountingFeesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $6,763 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,763 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $6,763 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,513 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,513 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $7,513 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $160,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $160,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $168,113 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,513 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $7,513 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $160,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$161,623 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,080 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $25,080 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,865 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $219,601 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $219,601 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,088,262 | CorporateStockBOYAmt |
| Corporate Stock EOY | $708,903 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $836,420 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,090,127 | TotalAssetsBOYAmt |
| Total Assets EOY | $928,504 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,056,021 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,090,127 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $928,504 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,090,127 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $928,504 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,090,127 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $928,504 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,090,127 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$161,623 | ExcessRevenueOverExpensesAmt |
| Subtotal | $928,504 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $928,504 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 1870.907 SH DOUBLELINE TOTAL | 2019-07-03 | $20,000 | $20,543 | -$543 | -$543 |
| 172 SH VANGUARD GROUP | 2019-07-05 | $19,941 | $14,005 | $5,936 | $5,936 |
| 938.086 SH DOUBLELINE TOTAL | 2019-07-16 | $10,000 | $10,300 | -$300 | -$300 |
| 27662.126 SH LORD ABBETT | 2020-03-13 | $114,245 | $115,904 | -$1,659 | -$1,659 |
| 11918.082 SH BLACKROCK | 2020-03-19 | $110,719 | $120,007 | -$9,288 | -$9,288 |
| 2498 SH TCG BDC INC | 2020-06-29 | $23,072 | $43,836 | -$20,764 | -$20,764 |
| 100M BERKSHIRE HATHAWAY | 2019-08-15 | $100,000 | $99,485 | $515 | $515 |
| 100M PFIZER INC NOTE | 2019-12-16 | $100,000 | $100,000 | ||
| 75M MICROSOFT CORP | 2020-02-06 | $75,000 | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$26,103 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $523,233 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,448,954 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.361111 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $522,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,725,830 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.302463 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $328,560 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,533,543 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.214249 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $347,541 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $948,752 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.366314 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $66,180 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $575,693 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.114957 | DistributionYr5Rt |
| Total Distribution | 1.359094 | TotalDistributionRt |
| Average Distribution | 0.271819 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,075,872 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $292,442 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $251 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $292,693 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $160,600 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $502 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $502 | SubtotalAmt |
| Tax Based On Investment Income | $502 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,101 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,101 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,599 | OverpaymentAmt |
| Applied To ES Tax | $2,599 | AppliedToESTaxAmt |
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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN MAJOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9149231120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 CHESTNUT HILL LN | AddressLine1Txt |
| City | BRIARCLIFF MANOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| MARTIN MAJOR | ||||||||
| 25 CHESTNUT HILL LANE | BRIARCLIFF MANOR | NY | 10510 | PRESIDENT | 0 | $0 | $0 | $0 |
| SHEILA MAJOR | ||||||||
| 25 CHESTNUT HILL LANE | BRIARCLIFF MANOR | NY | 10510 | VICE PRESIDENT | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $946,989 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $145,267 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,092,256 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,092,256 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,384 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,075,872 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,794 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,794 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $502 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $502 | TotalTaxAmt |
| Distributable Before Adj | $53,292 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $53,292 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $53,292 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $160,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $160,600 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $160,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,292 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $41,771 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $300,221 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $252,195 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $436,245 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $451,519 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,481,951 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $160,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $53,292 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $107,308 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,589,259 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $41,771 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,547,488 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $300,221 | ExcessFromYear4Amt |
| Excess From Year3 | $252,195 | ExcessFromYear3Amt |
| Excess From Year2 | $436,245 | ExcessFromYear2Amt |
| Excess From Year1 | $451,519 | ExcessFromYear1Amt |
| Excess From Current Year | $107,308 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARTIN AND SHEILA MAJOR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| STONE BARNS CENTER FOR FOOD & AGRICULTURE | |||||||
| 630 BEDFORD ROAD | TARRYTOWN | NY | 10591 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 Fifth Avenue | NEW YORK | NY | 10028 | NONE | PC | GENERAL CHARITABLE PURPOSES | $600 |
| FRIENDS OF KAREN | |||||||
| 116 E 16th St | NEW YORK | NY | 10003 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 |
| Pleasantville Community Synagogue | |||||||
| 219 Bedford Rd | PLEASANTVILLE | NY | 10570 | NONE | PC | GENERAL CHARITABLE PURPOSES | $36,000 |
| PLANNED PARENTHOOD | |||||||
| 114 University Avenue | ROCHESTER | NY | 14605 | NONE | PC | GENERAL CHARITABLE PURPOSES | $8,000 |
| Wave Hill Public Garden & Cultural Center | |||||||
| 4900 Independence Ave | BRONX | NY | 10471 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 Washington Ave | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 |
| DEMOCRACY NOW | |||||||
| 207 W 25th St 11 | NEW YORK | NY | 10001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 |
| CLDC | |||||||
| 1430 Willamette St 359 | EUGENE | OR | 97401 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 |
| 350 PDX | |||||||
| 1820 NE 21st Ave | PORTLAND | OR | 97212 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| ROGUE FARM CORP | |||||||
| PO BOX 533 | ASHLAND | OR | 97520 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,000 |
| SHOWING UP FOR RACIAL JUSTICE | |||||||
| 39 ELDRIDGE STREET | NEW YORK | NY | 10009 | NONE | PC | GENERAL CHARITABLE PURPOSES | $3,000 |
| Rogue Action Center | |||||||
| 3932 S Pacific Hwy 9012 | MEDFORD | OR | 97501 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 |
| THE TREVOR PROJECT | |||||||
| PO Box 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 |
| OREGON WILD | |||||||
| 5825 N Greeley Ave | PORTLAND | OR | 97217 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| SOUTHERNERS ON NEW GROUND | |||||||
| 561 W Whitehall St | ATLANTA | GA | 30310 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 |
| LILUM INITIATIVE | |||||||
| NO MAILING ADDRESS | PORTLAND | OR | 10001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| ROGUE CLIMATE | |||||||
| PO Box 1980 | Phoenix | OR | 97535 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 |
| RURAL ORGANIZING PROJECT | |||||||
| PO Box 664 | COTTAGE GROVE | OR | 97424 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,000 |
| AMERICAN INDIAN COLLEGE FUND | |||||||
| 8333 Greenwood Blvd | DENVER | CO | 80221 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,000 |
| RAICES | |||||||
| 1305 N Flores Street | SAN ANTONIO | TX | 78212 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 |
| KLAMATH FOREST ALLIANCE | |||||||
| PO BOX 820 518 NORTH HIGHWAY | ETNA | CA | 96027 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 |
| JACOB BURNS FILM CENTER | |||||||
| 405 Manville Rd | PLEASANTVILLE | NY | 10570 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,500 |
| ACLU OF MISSISSIPPI | |||||||
| PO Box 2242 | JACKSON | MS | 39225 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $160,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,593 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$26,103 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,490 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,490 | 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 |
Depreciation Schedule DepreciationSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FILING FEES | $250 | $250 | $250 |
| INVESTMENT FEES | $6,513 | $6,513 | $6,513 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |