RENEE B FISHER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RENEE B FISHER FOUNDATION (EIN 06-0952015)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201933179349101933
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T14:16:16-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | KVLSM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 CROSSWAYS PARK DR STE C | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117972055 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060952015 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENEE B FISHER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RENE | BusinessNameControlTxt |
| Phone | 5164874070 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CP FISHER PO BOX 366 | AddressLine1Txt |
| City | GREEN FARMS | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06838 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CP FISHER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5164874070 | PhoneNum |
| Signature | 2019-10-28 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAY LIPNER CPA | PreparerPersonNm |
| PTIN | P00749201 | PTIN |
| Phone | 5162940400 | PhoneNum |
| Preparation | 2019-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.195.230.74 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 14:16:16 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 12B0CACD5877ADBC05BCE96537E42D4061DCE671 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A482714643EEF80BC7F7F1DB82C856185E919C90 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,925,561 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,418 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,418 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9,418 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $309,495 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $309,495 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $309,495 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $636,454 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,344,634 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $636,454 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $32,882 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $32,882 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $32,882 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $988,249 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $988,249 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $351,795 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $9,750 | AccountingFeesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $11,900 | OccupancyRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $10,940 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $105,223 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $98,594 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $137,813 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $98,594 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $948,535 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $948,535 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,086,348 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $98,594 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $948,535 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$98,099 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $889,655 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $351,795 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $514,215 | CashBOYAmt |
| Cash EOY | $376,463 | CashEOYAmt |
| Cash EOYFMV | $376,463 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,167,613 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,432,602 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,432,602 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $6,528,002 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,302,666 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $12,116,496 | USGovtObligationsEOYFMVAmt |
| Total Assets BOY | $9,209,830 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,111,731 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,925,561 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $9,209,830 | UnrestrictedBOYAmt |
| Unrestricted EOY | $9,111,731 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,209,830 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,111,731 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,209,830 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,111,731 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,209,830 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$98,099 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,111,731 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,111,731 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (68 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| AEGON NV | P | $8 | $4 | $4 | $4 |
| CENTRAL GARDEN & PET CO | P | $40,292 | $5,814 | $34,478 | $34,478 |
| GERDAU SA-SPONSORED ADR | P | $5,760 | $9,665 | -$3,905 | -$3,905 |
| NISOURCE INC COM | P | $25,894 | $23,202 | $2,692 | $2,692 |
| TRONOX INC. SER B. WTS | P | ||||
| AMPLIFY SNACK BRANDS INC | P | $6,000 | $7,725 | -$1,725 | -$1,725 |
| CHENIERE ENERGY INC. | P | $27,497 | $7,939 | $19,558 | $19,558 |
| HANESBRANDS INC | P | $56,165 | $11,075 | $45,090 | $45,090 |
| OI S A RT RTS EXP 12/17/18 | P | ||||
| UNITED PARCEL SVC INC CLASS B | P | $44,603 | $35,100 | $9,503 | $9,503 |
| ANDEAVOR | P | $56,956 | $365 | $56,591 | $56,591 |
| COMMERCEHUB INC SERIES A | P | $137 | $137 | $137 | |
| HOME DEPOT INC | P | $20,218 | $2,448 | $17,770 | $17,770 |
| OPKO HEALTH INC | P | $20,298 | $7,916 | $12,382 | $12,382 |
| UNITI GROUP INC | P | $1,791 | $23,634 | -$21,843 | -$21,843 |
| ANDEAVOR | P | $24,254 | $4,045 | $20,209 | $20,209 |
| COMMERCEHUB INC SERIES C | P | $273 | $273 | $273 | |
| INTEL CORP | P | $17,428 | $8,105 | $9,323 | $9,323 |
| PEGASYSTEMS INC | P | $29,249 | $1,224 | $28,025 | $28,025 |
| VALE S A | P | $13,095 | $10,343 | $2,752 | $2,752 |
| APPLE INC | P | $87,255 | $622 | $86,633 | $86,633 |
| ENZO BIOCHEM INC | P | $933 | $3,129 | -$2,196 | -$2,196 |
| ITAU UNIBANCO HOLDING | P | $9,040 | $8,960 | $80 | $80 |
| RTS CYTORY THERAPEUTICS INC | P | ||||
| VERMILLION INC | P | $713 | $4,241 | -$3,528 | -$3,528 |
| ARDELYX INC | P | $3,462 | $24,114 | -$20,652 | -$20,652 |
| FARMER BROS CO | P | $13,803 | $12,091 | $1,712 | $1,712 |
| LADENBURG THALMANN FINL SVCS | P | $14,294 | $6,285 | $8,009 | $8,009 |
| SEABRIDGE GOLD INC | P | $8,920 | $21,181 | -$12,261 | -$12,261 |
| WEB COM GROUP INC | P | $532 | $189 | $343 | $343 |
| BANCO SANTANDER S A | P | $6 | $3 | $3 | $3 |
| FARMER BROS CO | P | $13,635 | $11,182 | $2,453 | $2,453 |
| LEUCADIA NATIONAL CORP | P | $10,958 | $4,133 | $6,825 | $6,825 |
| SIRIUS XM HOLDINGS INC | P | $6,310 | $3,125 | $3,185 | $3,185 |
| WILLIAMS COMPANIES INC | P | $52,911 | $15,984 | $36,927 | $36,927 |
| B&G FOODS INC | P | $12,925 | $20,813 | -$7,888 | -$7,888 |
| FARMER BROS CO | P | $14,150 | $10,442 | $3,708 | $3,708 |
| LEUCADIA NATIONAL CORP | P | $12,891 | $5,170 | $7,721 | $7,721 |
| SPARK THERAPEUTICS INC | P | $10,867 | $13,994 | -$3,127 | -$3,127 |
| WILLIAMS COMPANIES INC | P | $48,031 | $15,984 | $32,047 | $32,047 |
| BIOVERATIV INC | P | $52,500 | $15,270 | $37,230 | $37,230 |
| FIDELITY NATIONAL FINANCIAL INC | P | $14,904 | $6,088 | $8,816 | $8,816 |
| LIBERTY GLOBAL PLC LILAC CLASS A | P | ||||
| TELEFONICA BRASIL SA | P | $11,883 | $17,897 | -$6,014 | -$6,014 |
| BIOVERTIV INC | P | $51,841 | $51,841 | $51,841 | |
| FOUNDATION MEDICINE INC | P | $68,500 | $10,099 | $58,401 | $58,401 |
| LIBERTY GLOBAL PLC LILAC CLASS C | P | ||||
| TELEFONICA BRASIL SA | P | $6 | $6 | $6 | |
| BLACKHAWK NETWORK HOLDINGS INC | P | $45,250 | $25,985 | $19,265 | $19,265 |
| FOUR CORNERS PROPERTY TRUST | P | $27 | $14 | $13 | $13 |
| LIBERTY TAX INC CL A | P | $4,500 | $6,880 | -$2,380 | -$2,380 |
| THAI FUND INC | P | $5,654 | $5,278 | $376 | $376 |
| BOARDWALK PIPELINE PARTNERS LP | P | $8,442 | $19,268 | -$10,826 | -$10,826 |
| FRESH DEL MONTE PRODUCE INC | P | $49,025 | $7,551 | $41,474 | $41,474 |
| MICRO FOCUS INTERNATIONAL PLC | P | $14,120 | $16,333 | -$2,213 | -$2,213 |
| TIME INC | P | $759 | $759 | $759 | |
| CADUS CORPORATION | P | $16,100 | $17,039 | -$939 | -$939 |
| GENERAL DATACOMM INDS INC | P | $5 | $299 | -$294 | -$294 |
| MOBILE MINI INC | P | $33,372 | $23,755 | $9,617 | $9,617 |
| TIME WARNER INC | P | $17,899 | $17,207 | $692 | $692 |
| CALPINE CORPORATION | P | $30,500 | $35,668 | -$5,168 | -$5,168 |
| GENERAL ELECTRIC CO | P | $17,743 | $32,027 | -$14,284 | -$14,284 |
| NBI INC NEW | P | $1 | $1,849 | -$1,848 | -$1,848 |
| TRACTOR SUPPLY CO | P | $46,849 | $27,680 | $19,169 | $19,169 |
| CANTEL MEDICAL CORPORATION | P | $67,673 | $2,724 | $64,949 | $64,949 |
| GENERAL ELECTRIC CO | P | $33,690 | $48,702 | -$15,012 | -$15,012 |
| NEWELL BRANDS INC | P | $33,769 | $30,321 | $3,448 | $3,448 |
| TRONOX INC. SER A. WTS | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $636,454 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,133 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $758,917 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,499,623 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045996 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $788,302 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,875,092 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052995 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $924,402 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,271,574 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056811 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $780,198 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,415,387 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047528 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $743,679 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,644,366 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050783 | DistributionYr5Rt |
| Total Distribution | 0.254113 | TotalDistributionRt |
| Average Distribution | 0.050823 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,651,531 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $846,281 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,897 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $855,178 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $948,535 | 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 | $8,897 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,897 | SubtotalAmt |
| Tax Based On Investment Income | $8,897 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,340 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,340 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,557 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CP FISHER | IndividualWithBooksNm |
| Phone | 5164874070 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 365 | AddressLine1Txt |
| City | GREENS FARMS | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| DR SHELLEY FISHKIN | ||||||||
| 807 SAN FRANCISCO TERRACE | STANFORD | CA | 94305 | PRES & DIR | 000.00 | $0 | $0 | $0 |
| DR JAMES FISHKIN | ||||||||
| 807 SAN FRANCISCO TERRACE | STANFORD | CA | 94305 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| CP FISHER | ||||||||
| PO BOX 365 | GREENS FARMS | CT | 06436 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,725,122 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,179,986 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,905,108 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $16,905,108 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $253,577 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,651,531 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $832,577 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $832,577 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,897 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,897 | TotalTaxAmt |
| Distributable Before Adj | $823,680 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $823,680 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $823,680 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $948,535 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $948,535 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,897 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $939,638 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $823,680 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $246,294 | UndistributedIncomePYAmt |
| Qualifying Distributions | $948,535 | QualifyingDistributionsAmt |
| Applied To Year1 | $246,294 | AppliedToYear1Amt |
| Applied To Current Year | $702,241 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $121,439 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CAROL FISHER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 366 | AddressLine1Txt |
| City | GREEN FARMS | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06838 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2032550707 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATIONS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ABERDEEN FRIENDS OF HARTFORD COUNTY | |||||
| 21 FRANKLIN STREET | ABERDEEN | MD | 21001 | DONATION | $200 |
| AMERICAN COUNCIL OF LEARNED SOCIETI | |||||
| 633 3RD AVE | NEW YORK | NY | 10017 | DONATION | $15,000 |
| COMMUNITY FOUNDATION OF G | |||||
| 70 AUDUBON ST | NEW HAVEN | CT | 06510 | DONATION | $300,000 |
| FEMINIST MAJORITY FOUNDATION | |||||
| 433 S BEVERLY DR | BEVERLY HILLS | CA | 90212 | DONATION | $26,000 |
| FRIENDS OF THE BANCROFT LIBRARY | |||||
| UNIVERSITY OF CALIFORNIA | BERKELEY | CA | 94720 | DONATION | $15,000 |
| FRIENDS OF THE DANBURY PUBLIC LIBRA | |||||
| PO BOX 3913 | DANBURY | CT | 06813 | DONATION | $2,385 |
| FRIENDS OF THE JV FLETCHER LIBRAR | |||||
| PO BOX 4122 | WESTFORD | MA | 01886 | DONATION | $913 |
| FRIENDS OF THE LIBRARY OF HAWAII | |||||
| 99-1132 IWAENA STREET | AIEA | HI | 96701 | DONATION | $5,700 |
| FRIENDS OF THE SEATTLE PUBLIC LIBRA | |||||
| 1000 FOURTH AVENUE | SEATTLE | WA | 98104 | DONATION | $27,350 |
| LANCASTER PUBLIC LIBRARY | |||||
| 125 N DUKE ST | LANCASTER | PA | 17602 | DONATION | $5,500 |
| LOS ANGELES MUSEUM OF THE HOLOCAUST | |||||
| 100 THE GROVE DR | LOS ANGELES | CA | 90036 | DONATION | $5,000 |
| MEDIA UPPER PROVIDENCE LIBRARY | |||||
| 1 EAST FRONT STREET | MEDIA | PA | 19603 | DONATION | $6,600 |
| NEIGHBORHOOD MUSIC SCHOOL | |||||
| 100 AUDUBON ST | NEW HAVEN | CT | 06510 | DONATION | $87,987 |
| PEQUOT LIBRARY | |||||
| 720 PEQUOT AVE | SOUTHPORT | CT | 06890 | DONATION | $28,500 |
| PORT ANGELES FRIENDS OF THE LIBRARY | |||||
| 2210 SOUTH PEABODY STREET | PORT ANGELES | WA | 98362 | DONATION | $1,600 |
| SILICON VALLEY COMMUNITY FOUNDATION | |||||
| 2440 WEST EL CAMINO REAL | MT VIEW | CA | 94040 | DONATION | $400,000 |
| AMERICAN FRIENDS OF CONCORDIA UNIV | |||||
| 1725 I ST NW STE 300 | WASHINGTON | DC | 20006 | DONATION | $10,000 |
| CONNECTICUT SCIENCE FAIR ASSOC | |||||
| 45 COLES ROAD | CROMWELL | CT | 06416 | DONATION | $400 |
| QUARRY FARM LEGACY PRESERVATION CAM | |||||
| ONE PARK PLACE | ELMIRA | NY | 14901 | DONATION | $10,000 |
| VETERANS FOR PEACE CHAPTER 69 | |||||
| 205-13TH STREET | SAN FRANSICO | CA | 94103 | DONATION | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $948,535 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,418 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $309,495 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $32,882 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $636,454 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $318,913 | ExclusionAmt |
| Related Or Exempt Function Incm | $669,336 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $988,249 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LIPNER, SOFFERMAN &CO, LLP | CategoryTxt |
| Amt | $9,750 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | WTS BIOTIME INC | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $6,302,666 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $12,116,496 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| OFFICE | $5,744 | |
| CONSULTING FEES | $885 | |
| CUSTODIAL FEES | $98,594 | $98,594 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $32,882 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $32,882 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $32,882 | AdjustedNetIncomeAmt |
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