WILLINPHILA FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WILLINPHILA FOUNDATION (EIN 13-3933663)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-02-10
- IRS object ID
- 202020419349100607
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-10T10:33:08-06:00 | ReturnTs |
| Tax Period End | 2019-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TIMES SQUARE | 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 | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133933663 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLINPHILA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 EAST 86TH STREET NO 15A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100281060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM L MUSSER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2020-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NEIL TERENS | PreparerPersonNm |
| PTIN | P00957632 | PTIN |
| Phone | 2123721000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.134 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-02-04 | IPDt |
| IP Tm | 11:23:33 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3BE78EE3CD9C04C31E2E3DD4590FA9F8F4A6D636 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $438,115 | 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 | $10,095 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,963 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,963 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$36,753 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $37,629 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$19,665 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,993 | 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 |
| Accounting Fees Rev And Expnss | $2,730 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $819 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,911 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $207 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $626 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $151 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,563 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $980 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,011 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,633 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,633 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,196 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $980 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,644 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$63,861 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,013 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,396 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,806 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,806 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $237,980 | CorporateStockBOYAmt |
| Corporate Stock EOY | $182,998 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $428,309 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $256,376 | TotalAssetsBOYAmt |
| Total Assets EOY | $192,804 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $438,115 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $256,376 | RetainedEarningBOYAmt |
| Retained Earning EOY | $192,804 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $256,376 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $192,804 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $256,376 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $192,804 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $256,376 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$63,861 | ExcessRevenueOverExpensesAmt |
| Other Increases | $289 | OtherIncreasesAmt |
| Subtotal | $192,804 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $192,804 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $37,629 | GrossSalesPriceAmt |
| Cost Or Other Basis | $74,382 | CostOrOtherBasisAmt |
| Gain Or Loss | -$36,753 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$36,753 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$36,753 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,081 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $375,716 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.096033 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,833 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $311,862 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.098867 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $17,645 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $278,498 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063358 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,894 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $305,356 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055326 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,245 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $345,090 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049972 | DistributionYr5Rt |
| Total Distribution | 0.363556 | TotalDistributionRt |
| Average Distribution | 0.072711 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $376,226 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $27,356 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $60 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $27,416 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $42,644 | 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 | $60 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $60 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $60 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $60 | 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 | LINDA S MUSSER | IndividualWithBooksNm |
| Phone | 2123721000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 EAST 86TH STREET APT 15A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100281060 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM L MUSSER JR | ||||||||
| 49 EAST 86TH STREET APT 15A | NEW YORK | NY | 10028 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LINDA S MUSSER | ||||||||
| 49 EAST 86TH STREET APT 15A | NEW YORK | NY | 10028 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PHILIP ADRIAN MUSSER | ||||||||
| 1315 22ND STREET NW | NEW YORK | NY | 10028 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LILA RUTH MUSSER | ||||||||
| 49 EAST 86TH STREET APT 15A | NEW YORK | NY | 10028 | TRUSTEE | 1.00 | $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 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $374,145 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,810 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $381,955 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $381,955 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,729 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $376,226 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,811 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,811 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $60 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $60 | TotalTaxAmt |
| Distributable Before Adj | $18,751 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,751 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,751 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,644 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $42,644 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $60 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $42,584 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,751 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $6,229 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,689 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $23,918 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,644 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,751 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,893 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $47,811 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $47,811 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $6,229 | ExcessFromYear2Amt |
| Excess From Year1 | $17,689 | ExcessFromYear1Amt |
| Excess From Current Year | $23,893 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM L MUSSER JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 122 EAST 66TH STREET FOUNDATION | ||||||||
| 122 EAST 66TH STREET | NEW YORK | NY | 10065 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $200 | |
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||
| 79TH STREET CENTRAL PARK W | NEW YORK | NY | 10024 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $215 | |
| AMERICAN RIVERS | ||||||||
| 1101 14TH STREET NW SUITE 1400 | WASHINGTON | DC | 20005 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $6,000 | |
| CM RUSSELL MUSEUM | ||||||||
| 400 13TH STREET N | GREAT FALLS | MT | 59401 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $150 | |
| CENTER FOR COMPREHENSIVE HEALTH PRACTICE | ||||||||
| 1900 SECOND AVENUE 9TH FLOOR 12TH | NEW YORK | NY | 10029 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $750 | |
| CENTRAL PARK CONSERVANCY INC | ||||||||
| 14 E 60TH STREET 8TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| CHAMBER MUSIC SOCIETY OF LINCOLN CENTER INC | ||||||||
| 70 LINCOLN CENTER PLAZA 10TH FLOOR | NEW YORK | NY | 10023 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,500 | |
| CHANCES FOR CHILDREN | ||||||||
| 20343 N HAYDEN ROAD STE 105-114 | SCOTTSDALE | AZ | 85255 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $400 | |
| CHILDREN AID SOCIETY | ||||||||
| 343 LINCOLN WAY WEST | NEW OXFORD | PA | 17350 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,000 | |
| COALITION FOR THE HOMELESS | ||||||||
| 1300 S SOURTH STREET 250 | LOUISVILLE | KY | 40208 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| ECOHEALTH ALLIANCE | ||||||||
| 460 W 34TH STREET STE 1701 | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $300 | |
| FISHERS ISLAND CHURCH CLASSIC | ||||||||
| PO BOX 464 | FISHERS ISLAND | NY | 06390 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $150 | |
| FISHERS ISLAND COMMUNITY CENTER | ||||||||
| 66 HOUND LANE | FISHERS ISLAND | NY | 06390 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $300 | |
| FISHERS ISLAND CONSERVANCY | ||||||||
| PO BOX 464 | FISHERS ISLAND | NY | 06390 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| FISHERS ISLAND FIRE DEDT | ||||||||
| 250 ATHOL CRESCENT AVENUE | FISHERS ISLAND | NY | 06390 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $175 | |
| FISHERS ISLAND UNION CHAPEL | ||||||||
| 821 CRESCENT AVENUE PO BOX 192 | FISHERS ISLAND | NY | 06390 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $200 | |
| FRESH AIR FUND | ||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,150 | |
| FRICK COLLECTION | ||||||||
| 1 E 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $240 | |
| HEIFER INTERNATIONAL | ||||||||
| PO BOX 727 | LITTLE ROCK | AZ | 72203 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $180 | |
| HENRY L FERGUSON MUSEUM | ||||||||
| PO BOX 554 | FISHERS ISLAND | NY | 06390 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| HISTORIC HOUSE TRUST OF NEW YORK CITY INC | ||||||||
| 830 FIFTH AVENUE THE ARSENAL ROOM | NEW YORK | NY | 10065 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | 203 |
| ISLAND COMMUNITY BOARD | ||||||||
| PO BOX 464 | FISHERS ISLAND | NY | 06390 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $50 | |
| ISLAND HEALTH PROJECT INC | ||||||||
| PO BOX 344 | FISHERS ISLAND | NY | 06390 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,000 | |
| KENYON COLLEGE | ||||||||
| 209 CHASE AVE | GAMBIER | OH | 43022 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,500 | |
| LETS WIN PANCREATIC CANCER FOUNDATION | ||||||||
| 422 E 72ND STREET SUITE 9D | NEW YORK | NY | 10021 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| MONTANA LAND ALLIANCE | ||||||||
| 324 FULLER AVENUE PO BOX 355 | HELENA | MT | 59624 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $4,000 | |
| MONTANA PUBLIC RADIO | ||||||||
| 629 S 6TH E | MISSOULA | MT | 59812 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $400 | |
| MONTANA WILDERNESS ASSOCIATION | ||||||||
| 80 WARREN STREET | HELENA | MT | 59601 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |
| NEW YORK BOTANICAL GARDEN | ||||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $108 | |
| NEW YORK INSITUTE FOR SPECIAL EDUCATION | ||||||||
| 999 PELHAM PARKWAY N | BRONX | NY | 10469 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| NEW YORK JUNIOR LEAGUE | ||||||||
| 130 E 80TH STREET | NEW YORK | NY | 10075 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $150 | |
| NEW YORK PUBLIC RADIO | ||||||||
| PO BOX 1550 | NEW YORK | NY | 10013 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $365 | |
| NY TIMES NEEDIEST CASES | ||||||||
| 620 EIGTH AVENUE 4TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,000 | |
| PHILLIPS EXETER ACADEMY | ||||||||
| 20 MAIN STREET | EXETER | NH | 03833 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| ROCKEFELLER UNIVERSITY | ||||||||
| 1230 YORK AVE | NEW YORK | NY | 10065 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $150 | |
| ROCKY MOUNTAIN FRONT WEED ROUND TABLE INC | ||||||||
| PO BOX 663 | CHOTEAU | MT | 59422 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $100 | |
| SAVE THE MUSIC FOUNDATION | ||||||||
| 1515 BROADWAY 21ST FLOOR | NEW YORK | NY | 10036 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $200 | |
| ST ANDREWS SCHOOL | ||||||||
| 227 SOUTH CHERRY STREET | RICHMOND | VA | 23220 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $150 | |
| ST BENARDS SCHOOL INC | ||||||||
| 4 E 98TH STREET | NEW YORK | NY | 10029 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| THE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||||
| 520 EIGHTH AVENUE 7TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $300 | |
| THE BATTERY CONSERVANCY INC | ||||||||
| ONE WHITEHALL STREET 17TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| THE TRUST FOR PUBLIC LAND | ||||||||
| 101 MONTGOMERY STREET SUITE 900 | SAN FRANCISCO | CA | 94104 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $4,500 | |
| WALSH PARK BENEVOLENT CORPORATION | ||||||||
| PO BOX 684 | FISHERS ISLAND | NY | 06390 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| WNET | ||||||||
| 825 EIGHTH AVE 14TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,633 | 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 | $19 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,963 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$36,753 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$29,760 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$29,760 | 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 |
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 | WILLIAM & LINDA MUSSER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 EAST 86TH STREET APT 15A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100281060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,095 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RSM US LLP | CategoryTxt |
| Amt | $2,730 | Amt |
| Net Investment Income | $819 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,911 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,000 MAXIM INTERGRATED PRODS | $22,038 | $56,670 |
| 1,200 LIVEPERSON INC | $10,690 | $47,628 |
| 1,500 NEUROTROPE INC REG | $17,235 | $1,290 |
| 3,000 MFA FINANCIAL INC | $24,921 | $22,980 |
| 30 ALPHABET INC. CL A | $9,028 | $39,123 |
| 250 MICRON TECHNOLOGY INC | $11,943 | $11,877 |
| 350 APPLE INC | $21,696 | $93,538 |
| 800 MICROSOFT INC | $20,880 | $121,104 |
| 3,000 DIGITAL TURBINE INC | $9,972 | $26,640 |
| 6,000 IZEA WORLDWIDE INC | $10,211 | $1,530 |
| 1,908 PAN AMERN SILVER CORP | $24,384 | $5,929 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS DEPT OF LAW | $100 | $0 | $100 |
| BANK CHARGES | $151 | $151 | $0 |
| OTHER EXPENSES | $375 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $11 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUND BALANCE | Desc |
| Amt | $289 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $10 | $10 | $0 |
| FEDERAL EXCISE TAX | $197 | $0 | $0 |
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