GERDA LISSNER FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GERDA LISSNER FOUNDATION INC (EIN 13-3566516)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-30
- IRS object ID
- 202503039349100010
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-30T14:54:07-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 242 STATE ROUTE 79 STE 3 | AddressLine1Txt |
| City | MORGANVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07751 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133566516 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERDA LISSNER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERD | BusinessNameControlTxt |
| Phone | 2128266100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 EAST 65TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100656501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL A FORNABAIO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7323321700 | PhoneNum |
| Signature | 2025-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN SEWALD | PreparerPersonNm |
| PTIN | P00171184 | PTIN |
| Phone | 2126618640 | PhoneNum |
| Preparation | 2025-10-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,316,897 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $36,400 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $181,337 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $174,406 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $396,785 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,815,501 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $396,785 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,314 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $615,836 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $571,191 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $179,590 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,950 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $161,640 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,100 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,100 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,471 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,471 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,973 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,973 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,395 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,849 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $26,546 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $82,498 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $82,498 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,717 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,575 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $833 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $60,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $60,000 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $91,969 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $91,969 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $473,713 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $110,872 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $361,532 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $582,963 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $110,872 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $470,782 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,873 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $460,319 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,102 | CashBOYAmt |
| Cash EOY | $3,686 | CashEOYAmt |
| Cash EOYFMV | $3,686 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $126,352 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $216,193 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $216,193 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $6,310 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $14,620 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $14,620 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,383,159 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,272,179 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,988,266 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,038,412 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,100,598 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,084,132 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,951 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,951 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $10,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,583,335 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,617,276 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,316,897 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,137 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,205 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,137 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,205 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $5,582,198 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,615,071 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,582,198 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,615,071 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,583,335 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,617,276 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,582,198 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,873 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,615,071 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,615,071 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ROCKEFELLER ADVISORY - #3604 | P | 2024-01-01 | 2024-12-31 | $199,153 | $191,912 | $7,241 | $7,241 |
| ROCKEFELLER ADVISORY - #3604 | P | 2023-01-01 | 2024-12-31 | $243,365 | $219,824 | $23,541 | $23,541 |
| ROCKEFELLER ADVISORY - #3602 | P | 2024-01-01 | 2024-12-31 | $306,386 | $300,564 | $5,822 | $5,822 |
| ROCKEFELLER ADVISORY - #3602 | P | 2023-01-01 | 2024-12-31 | $548,310 | $578,468 | -$30,158 | -$30,158 |
| ROCKEFELLER ADVISORY - #3603 | P | 2024-01-01 | 2024-12-31 | $4,379 | $4,515 | -$136 | -$136 |
| ROCKEFELLER ADVISORY - #3603 | P | 2023-01-01 | 2024-12-31 | $64,172 | $26,064 | $38,108 | $38,108 |
| ROCKEFELLER ADVISORY - #3600 | P | 2024-01-01 | 2024-12-31 | $65,681 | $63,942 | $1,739 | $1,739 |
| ROCKEFELLER ADVISORY - #3600 | P | 2023-01-01 | 2024-12-31 | $111,911 | $81,345 | $30,566 | $30,566 |
| ROCKEFELLER ADVISORY - #3601 (CAPITAL GAIN DISTRIBUTION) | P | 2023-01-01 | 2024-12-31 | $392 | $392 | $392 | |
| ROCKEFELLER ADVISORY - #3601 | P | 2024-01-01 | 2024-12-31 | $18,141 | $17,944 | $197 | $197 |
| ROCKEFELLER ADVISORY - #3601 | P | 2023-01-01 | 2024-12-31 | $554,106 | $320,214 | $233,892 | $233,892 |
| BNY MELLON - #9200 (CAPITAL GAIN DISTRIBUTION) | P | 2023-01-01 | 2024-12-31 | $6,398 | $6,398 | $6,398 | |
| BNY MELLON - #9200 | P | 2024-01-01 | 2024-12-31 | $214,407 | $203,256 | $11,151 | $11,151 |
| BNY MELLON - #9200 | P | 2023-01-01 | 2024-12-31 | $462,552 | $410,668 | $51,884 | $51,884 |
| JPMORGAN - #7373 | P | 2023-01-01 | 2024-12-31 | $16,123 | $16,123 | $16,123 | |
| ROCKEFELLER ADVISORY - #3604 (CAPITAL GAIN DISTRIBUTION) | P | 2023-01-01 | 2024-12-31 | $25 | $25 | $25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $396,785 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,398 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,398 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,398 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $700 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,398 | 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 | WWW.GERDALISSNER.ORG | WebsiteAddressTxt |
| Individual With Books | STEVEN SEWALD CPA | IndividualWithBooksNm |
| Phone | 7323321700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 242 ROUTE 79 NORTH STE 3 | AddressLine1Txt |
| City | MORGANVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07751 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL A FORNABAIO | ||||||||
| 420 EAST 64TH STREET | NEW YORK | NY | 10065 | PRESIDENT | 25.00 | $52,000 | $0 | $0 |
| KARL MICHAELIS | ||||||||
| 244 EAST 86TH STREET 44 | NEW YORK | NY | 10028 | TREASURER | 5.00 | $12,000 | $0 | $0 |
| CORNELIA BEIGEL | ||||||||
| 267 EDGCOMBE AVENUE | NEW YORK | NY | 10031 | VP AND SECRETARY | 40.00 | $91,590 | $0 | $0 |
| ARLENE R SHRUT | ||||||||
| 1703 LAKEMONT DRIVE | GREENSBORO | NC | 27410 | TRUSTEE | 5.00 | $12,000 | $0 | $0 |
| MARY B WOOSLEY | ||||||||
| 144 EAST 84TH STREET 2B | NEW YORK | NY | 10028 | TRUSTEE | 5.00 | $12,000 | $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 | THE FOUNDATION MAKES GRANTS AND ENCOURAGEMENT AWARDS TO THE WINNERS OF THE VARIOUS ANNUAL COMPETITIONS TO A LIMITED NUMBER OF PARTICIPANTS TO PROVIDE YOUNG OPERA SINGERS WITH THE FINANCIAL SUPPORT THEY NEED TO PURSUE THEIR CRAFT AND EXCEL IN THE WORLD OF OPERA. THE TRUSTEES BELIEVE THAT THE ENCOURAGEMENT AND ASSISTANCE TO YOUNG ARTISTS TOWARD ACHIEVING THEIR GOALS IS IMPERATIVE FOR THE CONTINUATION OF THIS DEMANDING ART FORM. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | CONTRIBUTIONS TO OTHER 501(C)(3) ORGANIZATIONS FOR GENERAL OPERATING SUPPORT IN THE FIELD OF OPERA AND OTHER VARIOUS PERFORMANCE ORGANIZATIONS. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
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 | $6,148,632 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $153,831 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $20,465 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,322,928 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,322,928 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $94,844 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,228,084 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $311,404 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $311,404 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,398 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,398 | TotalTaxAmt |
| Distributable Before Adj | $305,006 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $305,006 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $305,006 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $470,782 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $470,782 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $305,006 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $223,380 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $172,988 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $199,289 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $595,657 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $470,782 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $305,006 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $165,776 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $761,433 | 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 | $223,380 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $538,053 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $172,988 | ExcessFromYear2Amt |
| Excess From Year1 | $199,289 | ExcessFromYear1Amt |
| Excess From Current Year | $165,776 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CORNELIA BEIGEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 E 65TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128260366 | RecipientPhoneNum |
| Recipient Email Address | MAIL@GERDALISSNER.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | REFER TO FOUNDATION'S WEBSITE. WWWW.GERDALISSNER.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | REFER TO FOUNDATION'S WEBSITE. WWW.GERDALISSNER.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT 13 AND 14. SEE STATEMENT 14 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADAM HOLTHAUS | ||||||||||||
| 7510 BROMPTON ROAD APT 581 | HOUSTON | TX | 77025 | NONE | SEE STATEMENT 13 | $500 | ||||||
| ADRIANA STEPIEN | ||||||||||||
| 6720 MITCHELL STREET | PHILADELPHIA | PA | 19128 | NONE | SEE STATEMENT 13 | $500 | ||||||
| ALICE CHUNG | ||||||||||||
| 264 SOUTH 20TH STREET 2 | PHILADELPHIA | PA | 19103 | NONE | SEE STATEMENT 13 | $2,000 | ||||||
| ARYEH NUSSBAUM COHEN | ||||||||||||
| 576 WESLEY AVENUE | OAKLAND | CA | 94606 | NONE | SEE STATEMENT 13 | $15,000 | ||||||
| ASHLEY ROBILLARD | ||||||||||||
| 2209 CROSS STREET | PHILADELPHIA | PA | 19146 | NONE | SEE STATEMENT 13 | $500 | ||||||
| AVA LINVOG | ||||||||||||
| 521 PRICE ROAD | SNOHOMISH | WA | 98290 | NONE | SEE STATEMENT 13 | $1,000 | ||||||
| CURTIS INSTITUTE OF MUSIC | ||||||||||||
| 1726 LOCUST STREET | PHILADELPHIA | PA | 19103 | NONE | CHARITABLE - GEN'L OPERATING SUPPORT | $9,000 | 501(C)(3) | |||||
| DONGHOON KANG | ||||||||||||
| 860 RIVERSIDE DR APT 2A | NEW YORK | NY | 10032 | NONE | SEE STATEMENT 13 | $1,000 | ||||||
| ELISABETH LENEHAN WANGERMAN | ||||||||||||
| 1717 ARTS PLZ SUITE 2104 | DALLAS | TX | 75201 | NONE | SEE STATEMENT 13 | $500 | ||||||
| EMILIE KEALANI SUAREZ | ||||||||||||
| 806 38TH AVENUE | SAN FRANCISCO | CA | 94121 | NONE | SEE STATEMENT 13 | $1,000 | ||||||
| EVAN GRAY | ||||||||||||
| 1220 SOUTH 18TH STREET | PHILADELPHIA | PA | 19146 | NONE | SEE STATEMENT 13 | $1,000 | ||||||
| EVAN LAZDOWSKI | ||||||||||||
| 33 MOOSE WALK | MOULTONBOROUGH | NH | 03254 | NONE | SEE STATEMENT 13 | $500 | ||||||
| GABRIELLE BARKIDJIJA | ||||||||||||
| 3500 N LAKE SHORE DRIVE APT 12C | CHICAGO | IL | 60657 | NONE | SEE STATEMENT 13 | $500 | ||||||
| GIULIO GARI FOUNDATION | ||||||||||||
| 175 WEST 72ND STREET | NEW YORK | NY | 10023 | NONE | CHARITABLE - GEN'L OPERATING SUPPORT | $1,500 | 501(C)(3) | |||||
| HAILEY MCAVOY | ||||||||||||
| 24 CRANE STREET | KINGSTON | NY | 12401 | NONE | SEE STATEMENT 13 | $1,000 | ||||||
| JANA ALEXA MCINTYRE | ||||||||||||
| 2209 S JAMESTOWN AVENUE | TULSA | OK | 74114 | NONE | SEE STATEMENT 13 | $2,000 | ||||||
| JASMINE OLWALIA | ||||||||||||
| 1137 BRINTELL STREET | PITTSBURGH | PA | 15201 | NONE | SEE STATEMENT 13 | $2,000 | ||||||
| JAZMINE SAUNDERS | ||||||||||||
| 559 WEST 158TH STREET | NEW YORK | NY | 10032 | NONE | SEE STATEMENT 13 | $1,000 | ||||||
| JEONGMIN OAK | ||||||||||||
| NONE | SEE STATEMENT 13 | $500 | 3449 RUE DUROCHER APT 516 | MONTREAL | QUEBEC | CA | H2X 2E2 | |||||
| JILLIAN TATE | ||||||||||||
| 1308 CHURCHILL DOWNS DRIVE | WAXHAW | NC | 28173 | NONE | SEE STATEMENT 13 | $750 | ||||||
| JOANNE EVANS | ||||||||||||
| 6104 DERBY COVE | AUSTIN | TX | 78723 | NONE | SEE STATEMENT 13 | $1,000 | ||||||
| JOSEPH SACCHI | ||||||||||||
| 559 WEST 158TH STREET | NEW YORK | NY | 10032 | NONE | SEE STATEMENT 13 | $2,000 | ||||||
| JULIA STUART | ||||||||||||
| 13131 DIERICX DRIVE | MOUNTAIN VIEW | CA | 94040 | NONE | SEE STATEMENT 13 | $1,000 | ||||||
| KAROLINA ANNA PODOLAK | ||||||||||||
| NONE | SEE STATEMENT 13 | $3,000 | 586 MINETTE CIRCLE | MISSISSAUGA | ONTARIO | CA | L5A 3B8 | |||||
| KAYLA STEIN | ||||||||||||
| 332 E 95ST STREET APT A | NEW YORK | NY | 10128 | NONE | SEE STATEMENT 13 | $500 | ||||||
| KERRIGAN BIGELOW | ||||||||||||
| 15A W 64TH ST APT 5B | NEW YORK CITY | NY | 10023 | NONE | SEE STATEMENT 13 | $1,000 | ||||||
| LEAH HAWKINS | ||||||||||||
| 152 WEST 140TH STREET APT 7F | NEW YORK | NY | 10030 | NONE | SEE STATEMENT 13 | $4,500 | ||||||
| LUCAS ZUEHL | ||||||||||||
| 38 CLARK STREET APT 2 | NEW HAVEN | CT | 06511 | NONE | SEE STATEMENT 13 | $500 | ||||||
| MAGGIE RENEE VALDMAN | ||||||||||||
| 465 BRICKELL AVE 916 | MIAMI | FL | 331312494 | NONE | SEE STATEMENT 13 | $500 | ||||||
| MAIRE CARMACK | ||||||||||||
| 5440 SETTLERS TERR | COLORADO SPRINGS | CO | 80917 | NONE | SEE STATEMENT 13 | $5,000 | ||||||
| MARY GABRIELLE BETEAG | ||||||||||||
| 3712 HOLLOW TREE LANE | LILBURN | GA | 30047 | NONE | SEE STATEMENT 13 | $2,000 | ||||||
| MATTHEW CAIRNS | ||||||||||||
| 862 WEST END AVE APT 3R | NEW YORK | NY | 10025 | NONE | SEE STATEMENT 13 | $2,500 | ||||||
| MELISSA DEBORAH JOSEPH | ||||||||||||
| 3069 SABLE RUN ROAD | ATLANTA | GA | 10065 | NONE | SEE STATEMENT 13 | $1,000 | ||||||
| MINGHANG WANG | ||||||||||||
| 248 W 64TH STREET APT 6G | NEW YORK | NY | 10023 | NONE | SEE STATEMENT 13 | $500 | ||||||
| NICOLE CABELL | ||||||||||||
| 6535 RUSH LIMA ROAD | HONEYOYE FALLS | NY | 14472 | NONE | SEE STATEMENT 13 | $3,500 | ||||||
| OPERA INDEX INC | ||||||||||||
| PO BOX 237153 ANSONIA ST | NEW YORK | NY | 10023 | NONE | CHARITABLE - GEN'L OPERATING SUPPORT | $1,750 | 501(C)(3) | |||||
| ROSARIO HERNANDEZ ARMAS | ||||||||||||
| 449 WEST 125TH STREET APT 1A | NEW YORK | NY | 10027 | NONE | SEE STATEMENT 13 | $5,750 | ||||||
| RUBY DIBBLE | ||||||||||||
| 6829 LOCUST ST | KANSAS CITY | MO | 64131 | NONE | SEE STATEMENT 13 | $1,000 | ||||||
| RYAN CAPOZZO | ||||||||||||
| 545 HALSTEAD AVENUE | MAMARONECK | NY | 10543 | NONE | SEE STATEMENT 13 | $1,500 | ||||||
| SARAH FLEISS | ||||||||||||
| 226 W RITTENHOUSE SQ | PHILADELPHIA | PA | 19103 | NONE | SEE STATEMENT 13 | $500 | ||||||
| SEONGEUN PARK | ||||||||||||
| 5151 WEST 52ND STREET | NEW YORK | NY | 10019 | NONE | SEE STATEMENT 13 | $500 | ||||||
| SHELEN HUGHES | ||||||||||||
| 25 AVE AT PORT IMPERIAL | WEST NEW YORK | NJ | 07092 | NONE | SEE STATEMENT 13 | $7,000 | ||||||
| SOFIA GOTCH | ||||||||||||
| 433 E 2ND ST APT 2 | BROOKLYN | NY | 11218 | NONE | SEE STATEMENT 13 | $500 | ||||||
| SOO HYUN GEMMA NHA | ||||||||||||
| 575 W MADISON STREEN APT 1606 | CHICAGO | IL | 60661 | NONE | SEE STATEMENT 13 | $2,000 | ||||||
| SUNGHOON HAN | ||||||||||||
| 3333 BROADWAY APT C2B | NEW YORK | NY | 100318720 | NONE | SEE STATEMENT 13 | $500 | ||||||
| SUSANNE BURGESS | ||||||||||||
| 881 STKESWOOD AVE SE | ATLANTA | GA | 30316 | NONE | SEE STATEMENT 13 | $1,000 | ||||||
| TATEV BAROYAN | ||||||||||||
| 3411 CLARK ROAD APT 211 | SARASOTA | FL | 34231 | NONE | SEE STATEMENT 13 | $2,500 | ||||||
| THE KOSCIUSZKO FOUNDATION | ||||||||||||
| 15 EAST 65TH STREET | NEW YORK | NY | 11065 | NONE | CHARITABLE - GEN'L OPERATING SUPPORT | $500 | 501(C)(3) | |||||
| TITUS JOSEPH MUZI III | ||||||||||||
| N4W30600 MAPLEFIELDS PATH | WAUKESHA | WI | 53188 | NONE | SEE STATEMENT 13 | $1,000 | ||||||
| TIVOLI TRELOAR | ||||||||||||
| 60 LINCOLN CTR PL BOX 620 | NEW YORK | NY | 10023 | NONE | SEE STATEMENT 13 | $1,000 | ||||||
| YEONGTAEK YANG | ||||||||||||
| 192 CLAREMONT AVE 2A | NEW YORK | NY | 10027 | NONE | SEE STATEMENT 13 | $10,000 | ||||||
| YICHEN XUE | ||||||||||||
| 5203 CENTER BLVD APT 1407 | LONG ISLAND CITY | NY | 11101 | NONE | SEE STATEMENT 13 | $2,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $181,337 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $396,785 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,314 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $579,436 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $579,436 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LIEDERKRANZ FOUNDATION INC | ||||||
| 1 | 6 EAST 87TH STREET | NEW YORK | NY | 10128 | $35,000 | Yes (X) |
| VARIOUS INDIVIDUALS | ||||||
| 2 | 15 EAST 65TH STREET | NEW YORK | NY | 10065 | $700 | Yes (X) |
| SONY CORP OF AMERICA CORPORATE SOCIAL RESPONSIBILITY | ||||||
| 3 | 25 MADISON AVENUE 26 FLOOR | NEW YORK | NY | 100108601 | $700 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STEVEN SEWALD & COMPANY CPAS | CategoryTxt |
| Amt | $35,395 | Amt |
| Net Investment Income | $8,849 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,546 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE STATEMENT - 17 | BondNm |
| EOY Book Value | $2,100,598 | EOYBookValueAmt |
| EOYFMV | $2,084,132 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE STATEMENT - 16 | StockNm |
| EOY Book Value | $3,272,179 | EOYBookValueAmt |
| EOYFMV | $3,988,266 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRANKFURT KURNIT KLEIN & SELA PC | CategoryTxt |
| Legal Fees | $1,973 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,973 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT - RENT | Desc |
| BOY Book Value | $10,000 | BOYBookValueAmt |
| EOY Book Value | $10,000 | EOYBookValueAmt |
| EOYFMV | $10,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL SERVICES - PAYCHEX | $3,171 | $0 | $3,171 |
| POSTAGE AND DELIVERY | $235 | $0 | $235 |
| ADVERTISING AND PROMOTION | $7,325 | $0 | $7,325 |
| DUES AND PUBLICATIONS | $561 | $0 | $561 |
| TELEPHONE | $3,675 | $0 | $3,675 |
| INSURANCE - EMPLOYEE HEALTH | $14,527 | $0 | $14,527 |
| INSURANCE - DIRECTORS LIABILITY | $3,098 | $0 | $3,098 |
| INSURANCE - GENERAL | $2,474 | $0 | $2,474 |
| INSURANCE - W/COMP | $3,569 | $0 | $3,569 |
| LOCAL TRAVEL | $1,238 | $0 | $1,238 |
| WEB-SITE COSTS | $4,176 | $0 | $4,176 |
| INTERNET AND CABLE ACCESS | $2,303 | $0 | $2,303 |
| OFFCE EXPENSES | $5,725 | $0 | $5,725 |
| COMPUTER RELATED EXPENSES | $2,981 | $0 | $2,981 |
| WQXR EVENT | $1,000 | $0 | $1,000 |
| IVC EVENT | $33,391 | $0 | $33,391 |
| ESM WQXR GREENE SPACE EVENT | $1,500 | $0 | $1,500 |
| LIEDER SONG VC EVENT | $1,020 | $0 | $1,020 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $1,314 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,314 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CREDIT CARD PAYABLE - MASTERCARD | $537 | $313 |
| OTHER TAXES PAYABLE | $600 | $1,500 |
| PAYROLL LIABILITIES | $0 | $392 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADV FEES - SEE ST 15 | CategoryTxt |
| Amt | $82,498 | Amt |
| Net Investment Income | $82,498 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $1,309 | $0 | $0 |
| FOREIGN TAXES PAID ON DIVIDENDS | $1,575 | $1,575 | $0 |
| NYS FILING FEES | $250 | $0 | $250 |
| CT WOLTERS CORP | $583 | $0 | $583 |
Comments