KAZICKAS FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KAZICKAS FAMILY FOUNDATION INC (EIN 13-4011883)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349100409
- 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
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T06:50:21-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271329764 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GETTRY MARCUS CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 FROEHLICH FARM BLVD 3RD FLOOR | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | 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 | 134011883 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAZICKAS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAZI | BusinessNameControlTxt |
| Phone | 5168492442 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO KAZICKAS 120 EAST 38TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100162602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN KAZICKAS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5168492442 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT SANDERSCPA | PreparerPersonNm |
| PTIN | P00021519 | PTIN |
| Phone | 5163643390 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
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) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 12:21:53 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E7755E2D91691D8E0E4DF80F8E4243CDB5F942C8 | 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 | $14,103,811 | 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 | $2,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $13,092 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,092 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $44,197 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,197 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $407,454 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,284,877 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $407,454 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$15,934 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$15,934 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $450,809 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $448,809 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $75,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $75,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,944 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,208 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,736 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $50,859 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,226 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,633 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $6,233 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $6,233 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,739 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,064 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,875 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $31,489 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $30,631 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $260,927 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,257 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $281,321 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $459,191 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,988 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $414,196 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $798,101 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $798,101 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,257,292 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,988 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,212,297 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$806,483 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $391,821 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,806 | CashBOYAmt |
| Cash EOY | $64,115 | CashEOYAmt |
| Cash EOYFMV | $64,115 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $120,447 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $185,019 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $185,019 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,547,934 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,673,484 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,653,020 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,767,680 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,796,072 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,201,657 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,463,867 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,718,690 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,103,811 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $731 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $731 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,136,337 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,136,337 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,327,530 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,581,622 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,463,867 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,717,959 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,463,867 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,718,690 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,463,867 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$806,483 | ExcessRevenueOverExpensesAmt |
| Other Increases | $83,496 | OtherIncreasesAmt |
| Subtotal | $6,740,880 | SubtotalAmt |
| Other Decreases | $22,921 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,717,959 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BNY MELLON #1431 | P | 2019-12-31 | $71,143 | $73,854 | -$2,711 | -$2,711 |
| BNY MELLON #1431 | P | 2019-12-31 | $267,705 | $203,588 | $64,117 | $64,117 |
| BNY MELLON #5360 | P | 2019-12-31 | $241,528 | $228,431 | $13,097 | $13,097 |
| BNY MELLON #5427 | P | 2019-12-31 | $99,325 | $105,943 | -$6,618 | -$6,618 |
| BNY MELLON #5427 | P | 2019-12-31 | $333,250 | $218,998 | $114,252 | $114,252 |
| BNY MELLON #5427 | P | 2019-12-31 | $105,965 | $24,621 | $81,344 | $81,344 |
| BNY MELLON #5427 | P | 2019-12-31 | $5,637 | $6,821 | -$1,184 | -$1,184 |
| BNY MELLON #5427 | P | 2019-12-31 | $11,162 | $9,577 | $1,585 | $1,585 |
| PASS THROUGH K1'S - ST | P | 2019-12-31 | $36,895 | $36,895 | $36,895 | |
| PASS THROUGH K1'S - LT | P | 2019-12-31 | $100,346 | $100,346 | $100,346 | |
| PASS THROUGH K1'S - 1256 CONTRACTS | P | 2019-12-31 | $5,590 | -$5,590 | -$5,590 | |
| PASS THROUGH K1'S - SECTION 1231 | P | 2019-12-31 | $11,921 | $11,921 | $11,921 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $407,454 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,451,164 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,754,975 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.098351 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $866,151 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,566,626 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059461 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $858,157 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,956,078 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061490 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $688,297 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,045,339 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045748 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $582,380 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,000,149 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038825 | DistributionYr5Rt |
| Total Distribution | 0.303875 | TotalDistributionRt |
| Average Distribution | 0.060775 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,942,208 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $847,338 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,918 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $851,256 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,212,297 | 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 | $3,918 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,918 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,918 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,528 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,600 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,128 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $56 | EsPenaltyAmt |
| Overpayment | $3,154 | OverpaymentAmt |
| Applied To ES Tax | $3,154 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | WWW.KFF.LT | WebsiteAddressTxt |
| Individual With Books | KAZICKAS FAMILY FOUNDATION INC | IndividualWithBooksNm |
| Phone | 2122136993 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 EAST 38TH STREET | AddressLine1Txt |
| City | NY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN A KAZICKAS | ||||||||
| 4 BACKUS FARM LANE | SANDS POINT | NY | 11050 | TREASURER/SECRETARY | 0.00 | $0 | $0 | $0 |
| JURATE KAZICKAS | ||||||||
| 120 EAST 38TH STREET | NEW YORK | NY | 10016 | DIRECTOR/PRESIDENT | 0.00 | $0 | $0 | $0 |
| MICHAEL V KAZICKAS | ||||||||
| 59 NORTHWOOD AVENUE | DEMAREST | NJ | 07627 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOSEPH M KAZICKAS | ||||||||
| PO BOX 2281 | AMAGANSETT | NY | 11930 | DIRECTOR | 0.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,825,108 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $329,418 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,154,526 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,154,526 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $212,318 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,942,208 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $697,110 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $697,110 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,918 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,995 | IncomeTaxAmt |
| Total Tax | $6,913 | TotalTaxAmt |
| Distributable Before Adj | $690,197 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $690,197 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $690,197 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,212,297 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,212,297 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,918 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,208,379 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $690,197 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $377,918 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $377,918 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,212,297 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $690,197 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $522,100 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $900,018 | 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 | $900,018 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $377,918 | ExcessFromYear1Amt |
| Excess From Current Year | $522,100 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AFTEE | |||||||||||||
| PO BOX 1665 | SAG HARBOR | NY | 11963 | NONE | GENERAL PURPOSES | $10,000 | |||||||
| AGAINST MALARIA FOUNDATION | |||||||||||||
| 310 W 20TH STREET SUITE 300 | KANSAS CITY | MO | 64108 | NONE | GENERAL PURPOSES | $5,000 | |||||||
| AITVARAS LITHUANIAN SCHOOL | |||||||||||||
| NONE | GENERAL PURPOSES | $4,000 | SV JONO G 13A | VILINIUS | VILINIUS | LH | 01123 | ||||||
| AMAGANSETT VILLAGE IMPROVEMENT SOCIETY | |||||||||||||
| PO BOX 611 | AMAGANSETT | NY | 11930 | NONE | GENERAL PURPOSES | $250 | |||||||
| AMATU MOKYKLA SODZIAUS MEISTRAI | |||||||||||||
| NONE | GENERAL PURPOSES | $6,000 | SV JONO G 13A | VILINIUS | VILINIUS | LH | 01123 | ||||||
| ASPIRE | |||||||||||||
| 16 COURT STREET 31ST FLOOR | BROOKLYN | NY | 11241 | NONE | GENERAL PURPOSES | $16,100 | |||||||
| ASSIST | |||||||||||||
| PO BOX 969 | SUFFIELD | CT | 06078 | NONE | GENERAL PURPOSES | $51,000 | |||||||
| BALTIJA LITHUANIAN SCHOOL | |||||||||||||
| NONE | GENERAL PURPOSES | $5,000 | SVJONO G13-6 | VILINIUS | VILINIUS | LH | 00000 | ||||||
| BOSTON LUTHUANIAN SCHOOL | |||||||||||||
| 250 BROOK ROAD | MILTON | MA | 02186 | NONE | GENERAL PURPOSES | $10,806 | |||||||
| CALIFORNIA COMMUNITY FOUNDATION | |||||||||||||
| 221 S FIGUEROA ST 400 | LOS ANGELES | CA | 90012 | NONE | GENERAL PURPOSES | $5,000 | |||||||
| CAMP NERINGA | |||||||||||||
| 147 NERINGA ROAD | BRATTLEBORO | VT | 05301 | NONE | GENERAL PURPOSES | $10,000 | |||||||
| CAT CAY MEDICAL CLINIC FOUNDATION | |||||||||||||
| 1050 LEE WAGENER BOULELVARD SUITE | FORT LAUDERDALE | FL | 33315 | NONE | GENERAL PURPOSES | $20,000 | 106 | ||||||
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NONE | GENERAL PURPOSES | $2,500 | |||||||
| COLORADO LITHUANIAN SCHOOL | |||||||||||||
| 4189 W 97TH CT | WESTMINSTER | CO | 80031 | NONE | GENERAL PURPOSES | $6,000 | |||||||
| DAVE THOMAS FOUNDATION FOR ADOPTION | |||||||||||||
| 4900 TUTTLE CROSSING BLVD | DUBLIN | OH | 43016 | NONE | GENERAL PURPOSES | $5,000 | |||||||
| DAWGPATCH BANDITS | |||||||||||||
| 21 COVE ROAD | SAG HARBOR | NY | 11963 | NONE | GENERAL PURPOSES | $500 | |||||||
| DR V KUDIRKA LITHUANIAN SCHOOL | |||||||||||||
| 211 RIPLEY PLACE | ELIZABETH | NJ | 07036 | NONE | GENERAL PURPOSES | $6,000 | |||||||
| FIGHT FOR THE FUTURE | |||||||||||||
| PO BOX 55071 95005 | BOSTON | MA | 02205 | NONE | GENERAL PURPOSES | $2,500 | |||||||
| GEDIMINAS LITHUANIAN CULTURAL SCHOOL | |||||||||||||
| NONE | GENERAL PURPOSES | $6,000 | SVJONO G13-6 | VILINIUS | VILINIUS | LH | 00000 | ||||||
| HAWAII LITHUANIAN SCHOOL | |||||||||||||
| NONE | GENERAL PURPOSES | $2,300 | SV JONO G 13A | VILINIUS | VILINIUS | LH | 01123 | ||||||
| HOOPS FOR HOPE | |||||||||||||
| PO BOX 7391 | WACO | TX | 76714 | NONE | GENERAL PURPOSES | $50,000 | |||||||
| IEFT | |||||||||||||
| 5177 BRANDIN COURT | FREMONT | CA | 94538 | NONE | GENERAL PURPOSES | $5,000 | |||||||
| INTERNATIONAL MEDICAL RELIEF | |||||||||||||
| 1151 EAGLE DRIVE SUITE 457 | LOVELAND | CO | 80537 | NONE | GENERAL PURPOSES | $5,000 | |||||||
| JURBARKO RAJONO SAVIVALDYBES | |||||||||||||
| NONE | GENERAL PURPOSES | $1,419 | SV JONO G 13A | VILINIUS | VILINIUS | LH | |||||||
| K DONELAITIS LITHUANIAN SCHOOL | |||||||||||||
| NONE | GENERAL PURPOSES | $5,000 | SV JONO G 13A | VILINIUS | VILINIUS | LH | 01123 | ||||||
| KARILE VAITKUTE | |||||||||||||
| 601 S MORGAN ST | CHICAGO | IL | 60607 | NONE | GENERAL PURPOSES | $377 | |||||||
| KAUNO ARKIVYSKUPIJOS | |||||||||||||
| NONE | GENERAL PURPOSES | $5,000 | JAKSTO G 4 | KAUNAS | KAUNAS | LH | 00000 | ||||||
| KAUNO TECHNOLOGIJOS UNIVERSITETAS | |||||||||||||
| NONE | GENERAL PURPOSES | $27,000 | SVJONO G13-6 | VILINIUS | VILINIUS | LH | 00000 | ||||||
| KURT KNOCHEL MD | |||||||||||||
| 375 DIXMYTH AVENUE | CINCINNATI | OH | 45220 | NONE | SPONSORSHIP | $8,000 | I | ||||||
| LIETUVELE LITHUANIAN SCHOOL | |||||||||||||
| NONE | GENERAL PURPOSES | $6,000 | SV JONO G 13A | VILINIUS | VILINIUS | LH | 01123 | ||||||
| LIETUVOS LAISVES KOVOTOJU SAJUNGA | |||||||||||||
| NONE | GENERAL PURPOSES | $5,000 | SVJONO G13-6 | MARTYNAS MAZVYDAS NATIONA | VILINIUS | LH | 00000 | ||||||
| LIETUVOS LAISVES KOVU MISKO | |||||||||||||
| NONE | GENERAL PURPOSES | $20,000 | SVJONO G13-6 | VILINIUS | VILINIUS | LH | 01123 | ||||||
| LITHUANIAN SCHOOL | |||||||||||||
| NONE | GENERAL PURPOSES | $34,748 | SV JONO G 13A | VILINIUS | VILINIUS | LH | 01123 | ||||||
| LITHUANIA CATHOLIC PRESS SOCIETY | |||||||||||||
| 4545 W 63RD STREET | CHICAGO | IL | 60629 | NONE | GENERAL PURPOSES | $3,800 | |||||||
| LITHUANIA SCHOOL OF WASHINGTON DC | |||||||||||||
| 543 BEULAH RD NE | VIENNA | VA | 22180 | NONE | GENERAL PURPOSES | $5,000 | |||||||
| LITHUANIAN AMERICAN COMMUNITY INC | |||||||||||||
| 43 ANTHONY ST | NEW HAVEN | CT | 06515 | NONE | GENERAL PURPOSES | $25,000 | |||||||
| LITHUANIAN CHORAL ENSEMBLE DAINAVA | |||||||||||||
| 14911 W 127TH ST | LEMONT | IL | 60439 | NONE | GENERAL PURPOSES | $10,000 | |||||||
| LITHUANIAN CULTURAL SCHOOL OF CHICAGO | |||||||||||||
| 5620 CLAREMONT AVE | CHICAGO | IL | 60636 | NONE | GENERAL PURPOSES | $4,500 | |||||||
| LITHUANIAN EDUCATION COUNCIL | |||||||||||||
| 170 QUERY ST | NEW BEDFORD | MA | 02745 | NONE | GENERAL PURPOSES | $10,000 | |||||||
| LITHUANIAN MUSEUM OF ART | |||||||||||||
| 6500 S PULASKI RD | CHICAGO | IL | 60629 | NONE | GENERAL PURPOSES | $5,000 | |||||||
| LNOBT PARAMOS FONDAS ORFEJAUS LYR | |||||||||||||
| NONE | GENERAL PURPOSES | $5,000 | SV JONO G 13A | VILINIUS | VILINIUS | LH | 01123 | ||||||
| MAIRONIS LITHUANIAN SCHOOL NEW YORK | |||||||||||||
| 206 SKILLMAN AVENUE | BROOKLYN | NY | 11211 | NONE | GENERAL PURPOSES | $10,745 | |||||||
| MARTYNAS MAZVYDAS NATIONAL LIBRARY | |||||||||||||
| NONE | GENERAL PURPOSES | $2,271 | GEDIMINO PR 51 | VILINIUS | VILINIUS | LH | 01109 | ||||||
| MERGELES MARIJOSE NEKALTOJO PRASIDEJIMO | |||||||||||||
| NONE | GENERAL PURPOSES | $10,000 | SVJONO G13-6 | VILINIUS | VILINIUS | LH | 00000 | ||||||
| MONTESSORI ZIBURELIS SCHOOL | |||||||||||||
| 14911 E 127TH ST | LEMONT | IL | 60439 | NONE | GENERAL PURPOSES | $5,000 | |||||||
| NACIONALINE ALOPECIJOS ASOCIAACSIAULIAI | |||||||||||||
| NONE | GENERAL PURPOSES | $2,500 | SVJONO G13-6 | VILINIUS | VILINIUS | LH | 00000 | ||||||
| NEIGALIUJU SPORT DRAUGYSTE VILNIUS | |||||||||||||
| NONE | GENERAL PURPOSES | $5,000 | JUSTINISKIU G 70-65 | VILINIUS | VILINIUS | LH | 00000 | ||||||
| NEXT STEP | |||||||||||||
| 717 POST RD 4621 | MADISON | WI | 53713 | NONE | GENERAL PURPOSES | $500 | |||||||
| NORDEA BANK FINLAND | |||||||||||||
| NONE | GENERAL PURPOSES | $2,500 | SV JONO G 13A | VILINIUS | VILINIUS | LH | 01123 | ||||||
| NORTHWELL HEALTH FOUNDATION | |||||||||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | NONE | GENERAL PURPOSES | $25,000 | |||||||
| PASS THRU INVESTMENTS | |||||||||||||
| 120 E 38TH ST | NEW YORK | NY | 10016 | NONE | GENERAL PURPOSES | $85 | |||||||
| PASVALIO PETRO VILEISIO GIMNAZIJA | |||||||||||||
| NONE | GENERAL PURPOSES | $2,500 | P VILEISIO G 7 | PASVALYS | PASVALYS | LH | 00000 | ||||||
| PASVALIO SV JONO KRIKSTYTOJO | |||||||||||||
| NONE | GENERAL PURPOSES | $2,500 | SVJONO G13-6 | VILINIUS | VILINIUS | LH | 01123 | ||||||
| PRISON CREATIVE ARS PROJECT | |||||||||||||
| 701 E UNIVERSITY AVE | ANN ARBOR | MI | 48109 | NONE | GENERAL PURPOSES | $2,500 | |||||||
| RELIGINES MUZIKOS CENTRAS | |||||||||||||
| NONE | GENERAL PURPOSES | $25,000 | SVJONO G13-6 | VILINIUS | VILINIUS | LH | 01123 | ||||||
| SAULETAS KRANTAS LITHUANIAN SCHOOL | |||||||||||||
| NONE | GENERAL PURPOSES | $5,000 | SV JONO G 13A | VILINIUS | VILINIUS | LH | 01123 | ||||||
| SAULUTE LITHUANIAN SCHOOL | |||||||||||||
| NONE | GENERAL PURPOSES | $4,450 | SV JONO G 13A | VILINIUS | VILINIUS | LH | 01123 | ||||||
| SCAN NEW YORK | |||||||||||||
| 345 EAST 102ND STREET 3RD FLOOR | NEW YORK | NY | 10029 | NONE | GENERAL PURPOSES | $5,000 | |||||||
| SOCIALINES INVESTICIJOS | |||||||||||||
| NONE | GENERAL PURPOSES | $2,500 | SVJONO G13-6 | VILINIUS | VILINIUS | LH | 01123 | ||||||
| SOURCEY LT VSI KAUNAS LT | |||||||||||||
| NONE | GENERAL PURPOSES | $50,000 | SV JONO G 13A | VILINIUS | VILINIUS | LH | 01123 | ||||||
| SPROUT CODING INC | |||||||||||||
| 3 RAILROAD AVE | EAST HAMPTON | NY | 11937 | NONE | GENERAL PURPOSES | $50,000 | |||||||
| THE ABILITY EXPERIENCE | |||||||||||||
| 2015 AYRSLEY TOWN BLVD SUITE 200 | CHARLOTTTE | NC | 28273 | NONE | GENERAL PURPOSES | $500 | |||||||
| THE ART GUILD | |||||||||||||
| 200 PORT WASHINGTON BLVD | MANHASSET | NY | 11030 | NONE | GENERAL PURPOSES | $5,000 | |||||||
| THE GARDEN CLUB OF AMERICA | |||||||||||||
| 14 60TH ST 3RD FLOOR | NEW YORK | NY | 10022 | NONE | GENERAL PURPOSES | $5,000 | |||||||
| THE NATURE CONSERVANCY | |||||||||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | GENERAL PURPOSES | $35,000 | |||||||
| THE RETREAT | |||||||||||||
| NONE | GENERAL PURPOSES | $10,000 | SVJONO G13-6 | VILINIUS | VILINIUS | LH | 00000 | ||||||
| USC COLLEGE | |||||||||||||
| 3551 TROUSDALE PKWY | LOS ANGELES | CA | 90007 | NONE | GENERAL PURPOSES | $50,000 | |||||||
| VAIVA VEBRAITE LITHUANIAN SCHOOL | |||||||||||||
| NONE | GENERAL PURPOSES | $5,000 | SV JONO G 13A | VILINIUS | VILINIUS | LH | 01123 | ||||||
| VIESOJI ISTAIGA SV JONO VAIKAI | |||||||||||||
| NONE | GENERAL PURPOSES | $6,000 | SVJONO G13-6 | VILINIUS | VILINIUS | LH | 00000 | ||||||
| VINCAS KREVE LITHUANIAN SCHOOL | |||||||||||||
| NONE | GENERAL PURPOSES | $6,000 | SVJONO G13-6 | VILINIUS | VILINIUS | LH | 00000 | ||||||
| VSI ARIOGALOS TEKME | |||||||||||||
| NONE | GENERAL PURPOSES | $5,000 | SV JONO G 13A | VILINIUS | VILINIUS | LH | 01123 | ||||||
| VSI PAZAISLIO MUZIKOS FESTIVALIS | |||||||||||||
| NONE | GENERAL PURPOSES | $4,000 | SVJONO G13-6 | VILINIUS | VILINIUS | LH | 00000 | ||||||
| VYTURYS LITHUANIAN SCHOOL | |||||||||||||
| NONE | GENERAL PURPOSES | $3,750 | SV JONO G 13A | VILINIUS | VILINIUS | LH | 01123 | ||||||
| WELLNESS FOUNDATION | |||||||||||||
| 34 BAY ST | SAG HARBOR | NY | 11963 | NONE | GENERAL PURPOSES | $5,000 | |||||||
| BRING TOGETHER | |||||||||||||
| NONE | GENERAL PURPOSES | $25,000 | SVJONO G13-6 | VILINIUS | VILINIUS | LH | 01223 | ||||||
| DETROIT LIBURYS LITHUANIAN SCHOOL | |||||||||||||
| NONE | GENERAL PURPOSES | $5,000 | SVJONO G13-6 | VILINIUS | VILINIUS | LH | 01223 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $798,101 | 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 | 03 | ExclusionCd |
| Exclusion | $13,092 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 03 | ExclusionCd |
| Exclusion | $44,197 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 03 | ExclusionCd |
| Exclusion | $407,454 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CANCELLATION OF DEBT FROM LP | 03 | $3,320 |
| PASS THRU INCOME FROM LP | 03 | -$16,548 |
| PASS THRU RRE INCOME FROM LP | 03 | -$2,706 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $448,809 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $448,809 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $18,944 | Amt |
| Net Investment Income | $14,208 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,736 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE OF OTHER EXPENSES | FormAndLineReferenceDesc |
| Medium Explanation | EXPENDITURE ON CHARITY 59,645EXPENDITURE ON SALARIES 174,093EXPENDITURE ON SOCIAL INSURANCE 3,431OTHER EXPENDITURE 18,933BANK FEES 469TOTAL OTHER EXPENSES 256,571 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS INVESTMENTS - AVAILABLE UPON REQUEST | StockNm |
| EOY Book Value | $1,673,484 | EOYBookValueAmt |
| EOYFMV | $8,653,020 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VARIOUS INVESTMENTS - AVAILABLE UPON REQUEST | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,796,072 | BookValueAmt |
| EOYFMV | $5,201,657 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCES | Desc |
| Amt | $22,921 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $1,011 | $1,011 | $0 |
| INVESTMENT EXPENSES | $246 | $246 | $0 |
| PAYROLL SERVICE FEES | $918 | $0 | $918 |
| OFFICE EXPENSE | $970 | $0 | $979 |
| OTHER EXPENSES - SEE SCHEDULE | $256,571 | $0 | $278,183 |
| DUES AND SUBSCRIPTIONS | $49 | $0 | $79 |
| WORKERS' COMPENSATION INSURANCE | $431 | $0 | $431 |
| INSURANCE | $731 | $0 | $731 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CANCELLATION OF DEBT FROM LP | $3,320 | $3,320 | $3,320 |
| PASS THRU INCOME FROM LP | -$16,548 | -$16,548 | -$16,548 |
| PASS THRU RRE INCOME FROM LP | -$2,706 | -$2,706 | -$2,706 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 UNREALIZED LOSS | Desc |
| Amt | $83,496 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $731 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEE EXPENSE | $34,226 | $34,226 | $0 |
| PROFESSIONAL FEES | $16,633 | $0 | $16,633 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $1,064 | $1,064 | $0 |
| EXCISE TAXES | $8,800 | $0 | $0 |
| PAYROLL TAXES | $5,875 | $0 | $5,875 |
Comments