BETA

PENNIMAN FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
PENNIMAN FOUNDATION INC (EIN 38-1859967)
Tax period
2018-12-01 to 2019-11-30
Filed
2020-06-29
IRS object ID
202021819349100502
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-06-29T08:18:36-05:00ReturnTs
Tax Period End2019-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN383186775PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JANSEN VALK THOMPSON & REAHM PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17171 STADIUM DRAddressLine1Txt
CityKALAMAZOOCityNm
State AbbreviationMIStateAbbreviationCd
ZIP490094943ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN381859967EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PENNIMAN FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O JOHN G PENNIMANBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPENNBusinessNameControlTxt
Phone9544150235PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12270 NE 26TH STREETAddressLine1Txt
CityLIGHTHOUSE POINTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33064ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN G PENNIMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2020-06-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRHONDA L NEWMANPreparerPersonNm
PTINP00047726PTIN
Phone2693817600PhoneNum
Preparation2020-06-17PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.20.200.74IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-06-29IPDt
IP Tm08:18:36IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5A6247141C82E954CA985EFE3D8B1297206DF356AtSubmissionCreationDeviceId
At Submission Filing Device Id3AC60548BBD83425A54F43C30BE71C18F7E2199BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-09-10 13:11:23ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$630,892FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$66InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$66InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$21,466DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,466DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,249NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$21,092GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,249CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,103OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$3,103OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$25,884TotalRevAndExpnssAmt
Total Net Invst Incm$25,884TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,451CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$2,451CompOfcrDirTrstNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,103AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,051AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,052AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$19TaxesRevAndExpnssAmt
Taxes Net Invst Incm$19TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$21OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$21OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,594TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,542TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,052TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$33,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$33,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$37,644TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,542TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$34,102TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,760ExcessRevenueOverExpensesAmt
Net Investment Income$22,342NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$42,584SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$29,945SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$29,945SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$92AcctRcvblAmt
Acct Rcvbl BOY$92AcctRcvblBOYAmt
Acct Rcvbl EOY$92AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$92AcctRcvblEOYFMVAmt
Corporate Stock BOY$318,605CorporateStockBOYAmt
Corporate Stock EOY$320,476CorporateStockEOYAmt
Corporate Stock EOYFMV$530,833CorporateStockEOYFMVAmt
Other Investments BOY$7,153OtherInvestmentsBOYAmt
Other Investments EOY$5,371OtherInvestmentsEOYAmt
Other Investments EOYFMV$70,022OtherInvestmentsEOYFMVAmt
Total Assets BOY$368,434TotalAssetsBOYAmt
Total Assets EOY$355,884TotalAssetsEOYAmt
Total Assets EOYFMV$630,892TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Additional Paid In Capital BOY$91,781AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$91,781AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$276,653RetainedEarningBOYAmt
Retained Earning EOY$264,103RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$368,434TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$355,884TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$368,434TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$355,884TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$368,434TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,760ExcessRevenueOverExpensesAmt
Subtotal$356,674SubtotalAmt
Other Decreases$790OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$355,884TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIRSTENERGY CORP 300 SHP2019-01-25$11,733$11,470$263$263
CHIMERA INVT CORP 400 SHP2019-06-06$7,486$6,656$830$830
CHIMERA INVT CORP 100 SHP2019-06-06$1,867$1,664$203$203
ENTERPRISE PRODUCTS PARTNERSP2019-11-30$6$6$6
ALLIANCE BERNSTEINP2019-11-30$53-$53-$53
FieldValueIRS element (for citing)
Capital Gain Net Income$1,249CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$38,346AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$611,829NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.062674DistributionYr1Rt
Adjusted Qlfy Distri Yr2$34,567AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$625,537NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055260DistributionYr2Rt
Adjusted Qlfy Distri Yr3$33,648AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$609,158NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.055237DistributionYr3Rt
Adjusted Qlfy Distri Yr4$22,973AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$627,044NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.036637DistributionYr4Rt
Adjusted Qlfy Distri Yr5$28,070AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$640,486NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.043826DistributionYr5Rt
Total Distribution0.253634TotalDistributionRt
Average Distribution0.050727AverageDistributionRt
Net Vl Noncharitable Assets$623,948NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$31,651AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$223NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$31,874AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$34,102QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$223InvestmentIncomeExciseTaxAmt
Subtotal$223SubtotalAmt
Tax Based On Investment Income$223TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,594EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,594TotalPaymentsAndCreditsAmt
Overpayment$1,371OverpaymentAmt
Applied To ES Tax$1,371AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOHN G PENNIMANIndividualWithBooksNm
Phone9544150235PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12270 NE 26TH STREETAddressLine1Txt
CityLIGHTHOUSE POINTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP330648349ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN G PENNIMAN
2270 NE 26TH STREETLIGHTHOUSE POINTFL33064PRESIDENT1.00$2,451$0$0
LINDA SUE BOLT
4832 GENTRY AVEVALLEY VILLAGECA91607VP/SEC/TREAS1.00$0$0$0
KIMBERLY S PENNIMAN
2270 NE 26TH STREETLIGHTHOUSE POINTFL33064DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$583,014AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$50,436AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$633,450TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$633,450AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,502CashDeemedCharitableAmt
Net Vl Noncharitable Assets$623,948NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,197MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31,197MinimumInvestmentReturnAmt
Tax Based On Investment Income$223TaxBasedOnInvestmentIncomeAmt
Total Tax$223TotalTaxAmt
Distributable Before Adj$30,974DistributableBeforeAdjAmt
Distributable Before Ded$30,974DistributableBeforeDedAmt
Distributable As Adjusted$30,974DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$34,102ExpensesAndContributionsAmt
Qualifying Distributions$34,102QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$223PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$33,879AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$30,974DistributableAsAdjustedAmt
Undistributed Income PY$14,063UndistributedIncomePYAmt
Qualifying Distributions$34,102QualifyingDistributionsAmt
Applied To Year1$14,063AppliedToYear1Amt
Applied To Current Year$20,039AppliedToCurrentYearAmt
Undistributed Income CY$10,935UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALEXANDRA'S ANGELS MS FOUNDATION
1500 N FEDERAL HIGHWAYFORT LAUDERDALEFL33304NONEPUBLICGENERAL FUNDS$250
ASHEVILLE SCHOOL ANNUAL FUND
360 ASHEVILLE SCHOOL ROADASHEVILLENC28806NONEPUBLICGENERAL FUNDS$1,000
BOCA RATON COMM HOSPITAL FOUNDATION
745 MEADOWS ROADBOCA RATONFL33486NONEPUBLICGENERAL FUNDS$4,100
CATO INSTITUTE
1000 MASSACHUSETTS AVEWASHINGTONDC200015403NONEPUBLICGENERAL FUNDS$1,000NW
CENTER FOR THE ARTS MIZNER PARK
225 NE MIZNER BLVD 500BOCA RATONFL33432NONEPUBLICGENERAL FUNDS$3,000
CHILDRENS OPPORTUNITY GROUP
PO BOX 11343FORT LAUDERDALEFL33339NONEPUBLICGENERAL FUNDS$750
DAVE MILLER MEMORIAL FUND
C/O ST THOMAS AQUINAS HSFORT LAUDERDALEFL33312NONEPUBLICSCHOLARSHIPS$2502801 SW 12TH ST
FERAL CAT CARETAKERS COALITION
PO BOX 491244LOS ANGELESCA90049NONEPUBLICGENERAL FUNDS$6,000
FRIENDS OF BIG BEAR ALPINE ZOO
PO BOX 1988BIG BEAR LAKECA92315NONEPUBLICGENERAL FUNDS$6,000
FSGA FOUNDATION
12630 TELECOM DRTAMPAFL33637NONEPUBLICGENERAL FUNDS$1,000
JUVENILE DIABETES RESEARCH FUND
200 VESEY ST 28TH FLOORNEW YORKNY10281NONEPUBLICGENERAL FUNDS$500
PACE CENTER FOR GIRLS
6745 PHILLIPS INDUS BLVDJACKSONVILLEFL32256NONEPUBLICGENERAL FUNDS$1,200
PROVIDENCE ST JOSEPH'S FDN
501 S BUENA VISTA STBURBANKCA91505NONEPUBLICGENERAL FUNDS$6,000
SOS FOUNDATION
5640 MALONEY AVEKEY WESTFL33040NONEPUBLICSCHOLARSHIPS$1,000
ST ANNE'S EPISCOPAL SCHOOL
2701 S YORK STDENVERCO80210NONEPUBLICGENERAL FUNDS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$33,050TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$66ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,466ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,103ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,249ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$25,884ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$25,884TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,103Amt
Net Investment Income$1,051NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,052DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALEXANDERS INC$6,259$32,636
CBL & ASSOC PPTYS INC$8,589$1,008
FIDELITY - BOND FUNDS$38,898$38,886
FIDELITY - FIXED INCOME ETPS$8,315$8,694
VORNADO RLTY TR$6,911$6,457
HEALTHPEAK PPTYS$9,723$10,464
WEYERHAUSER CO$11,773$14,755
FIDELITY - STOCKS$230,008$417,933
CHIMERA INVT CORP
HCP INC

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdEOYFMVEOYFMVAmtBook ValueBookValueAmt
2000 SHS ENTERPRISE PRODS PARTNERS LAT COST$52,640
600 SHS ALLIANCEBERNSTEIN LPAT COST$17,382$5,371

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (4 entries)

DescDescAmtAmt
NONDEDUCTIBLE EXPENSES PER ALLIANCE K-1$247
NONDEDUCTIBLE EXPENSE PER EPP K-1$1
COST BASIS ADJUSTMENTS$286
TIMING DIFFERENCES ON K-1$256

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ALLIANCEBERNSTEIN HOLDING LP$21$21

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
ALLIANCEBERNSTEIN HOLDINGS LP$1,162$1,162
ENTERPRISE PRODUCTS PARTNERS$1,941$1,941

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationFILING DUE DATE EXTENDED TO JULY 15, 2020 UNDER NOTICE 2020-23.ExplanationTxt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$19Amt
Net Investment Income$19NetInvestmentIncomeAmt

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