HOODA GERMACK TRUST UW ARTICLE EIGHTH: Form 990PF, tax year 2018
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- Organization
- HOODA GERMACK TRUST UW ARTICLE EIGHTH (EIN 90-1138989)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201901339349102845
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T15:29:18-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133792494 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORRADO CPA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 48 S FRANKLIN TURNPIKE SUITE 300 | AddressLine1Txt |
| City | RAMSEY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07446 | 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 | 901138989 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOODA GERMACK TRUST UW ARTICLE EIGHTH | BusinessNameLine1Txt |
| Business Name Line2 | MYLES DAVIS TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOOD | BusinessNameControlTxt |
| Phone | 9178815963 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 OLIVER ST NO 3A | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MYLES DAVIS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9178815963 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM M MONAHAN | PreparerPersonNm |
| PTIN | P00441015 | PTIN |
| Phone | 2016616600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.104.45.30 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 16:28:58 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B22742CEDFFA0026FBE2D53C92E0249E767CBD88 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D6641B884746E1E0A3066D78AC2A90081087C8FD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $1,107,047 | 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 | $249 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $249 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,007 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,007 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$20,101 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $367,716 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,155 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,256 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,248 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,349 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $899 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,880 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,920 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,472 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,472 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $862 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $372 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,632 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,223 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,919 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,632 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,223 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,919 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,477 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,033 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $107,684 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,243 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,243 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $226,147 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $226,147 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $435,677 | CorporateStockBOYAmt |
| Corporate Stock EOY | $240,535 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $240,535 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $99,986 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $575,957 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $587,359 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $587,359 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $616 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,763 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,763 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,219,920 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,107,047 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,107,047 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,219,920 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,107,047 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,219,920 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,107,047 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,219,920 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,107,047 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,219,920 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,477 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,191,443 | SubtotalAmt |
| Other Decreases | $84,396 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,107,047 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AT&T INC | P | 2017-12-28 | 2018-06-18 | $32 | $32 | $0 | $0 |
| CELGANE CORP | P | 2018-02-08 | 2018-07-02 | $15,285 | $18,059 | -$2,774 | -$2,774 |
| FELXTRONICS INTL LTD | P | 2017-12-05 | 2018-10-30 | $7,586 | $18,420 | -$10,834 | -$10,834 |
| MICRON TECHNOLOGY | P | 2018-09-21 | 2018-10-24 | $7,252 | $9,244 | -$1,992 | -$1,992 |
| QUALCOMM INC | P | 2018-05-15 | 2018-12-06 | $7,061 | $6,950 | $111 | $111 |
| TIME WARNER INC | P | 2017-12-28 | 2018-06-15 | $7,256 | $6,035 | $1,221 | $1,221 |
| BOEING CO | P | 2015-09-22 | 2018-09-25 | $7,756 | $2,812 | $4,944 | $4,944 |
| CORNING INC | P | 2016-01-11 | 2018-10-05 | $5,768 | $2,878 | $2,890 | $2,890 |
| GILEAD SCIENCES INC | P | 2015-07-15 | 2018-01-29 | $15,631 | $20,118 | -$4,487 | -$4,487 |
| GUGGENHEIM TOTAL RETURN BD | P | 2016-08-09 | 2018-11-16 | $56,508 | $58,020 | -$1,512 | -$1,512 |
| INVESCO BULLETSHARES 2018 | P | 2017-02-14 | 2018-11-16 | $19,725 | $19,861 | -$136 | -$136 |
| MACQUARIE INFRASTRUCTURE | P | 2016-07-22 | 2018-02-22 | $4,563 | $8,711 | -$4,148 | -$4,148 |
| MACQUARIE INFRASTRUCTURE | P | 2016-07-22 | 2018-02-23 | $4,202 | $8,639 | -$4,437 | -$4,437 |
| PIMCO BROAD US TIPS INDX | P | 2016-08-09 | 2018-11-16 | $83,539 | $88,289 | -$4,750 | -$4,750 |
| QUALCOMM INC | P | 2017-01-23 | 2018-07-26 | $13,950 | $14,457 | -$507 | -$507 |
| QUALCOMM INC | P | 2017-01-23 | 2018-12-06 | $5,649 | $5,292 | $357 | $357 |
| MORGAN STANLEY DUE 3/7/18 | P | 2013-03-04 | 2018-03-07 | $100,000 | $100,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $5,953 | $5,953 | $5,953 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$20,101 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,196 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,181,963 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.010318 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $22,770 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,140,726 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.019961 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,272 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,162,284 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.001094 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $113,062 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,248,475 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.090560 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $131,501 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,325,594 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.099202 | DistributionYr5Rt |
| Total Distribution | 0.221135 | TotalDistributionRt |
| Average Distribution | 0.044227 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,179,569 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $52,169 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $100 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $52,269 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,919 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $201 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $201 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $201 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $201 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MYLES DAVIS | IndividualWithBooksNm |
| Phone | 9178815963 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 OLIVER ST APT 3A | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11209 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MYLES DAVIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 OLIVER STREET APT 3A | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $2,248 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $1,074,356 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $123,176 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,197,532 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,197,532 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,963 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,179,569 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,978 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,978 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $201 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $201 | TotalTaxAmt |
| Distributable Before Adj | $58,777 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,777 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,777 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,919 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,919 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,919 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,777 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $68,145 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $50,286 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $118,431 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,919 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,919 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $40,858 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $40,858 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $77,573 | 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 | $27,287 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $50,286 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,286 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAVO AMBULANCE SERVICE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8507 7TH AVENUE | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $15,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $249 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,007 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$20,101 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,155 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,155 | 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 | $4,800 | Amt |
| Net Investment Income | $2,880 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,920 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC | $31,348 | $31,348 |
| BANK OF AMERICA CORP | $19,958 | $19,958 |
| BOEING CO | $15,803 | $15,803 |
| STARWOOD PPTY TRUST | $14,881 | $14,881 |
| VIVENDI SA ORD | $19,769 | $19,769 |
| AT&T INC | $18,494 | $18,494 |
| CBS CORP | $13,335 | $13,335 |
| CITIGROUP INC | $27,592 | $27,592 |
| CORNING INC | $15,105 | $15,105 |
| DOWDUPONT INC | $13,905 | $13,905 |
| FEDEX CORP | $11,454 | $11,454 |
| MICRON TECHNOLOGY | $6,505 | $6,505 |
| VOLKSWAGEN AG | $18,720 | $18,720 |
| WALGREENS BOOTS ALLI | $13,666 | $13,666 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $226,147 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $226,147 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TECHNOLOGY SELECT SECTOR | FMV | $23,243 | $23,243 |
| PIMCO INCM INST | FMV | $115,599 | $115,599 |
| PIMCO UNCONSTRAINED BD | FMV | $89,378 | $89,378 |
| BARON ASSET FUND | FMV | $32,404 | $32,404 |
| EVERMORE GLOBAL VALUE | FMV | $33,694 | $33,694 |
| WELL FARGO ADVTG OPPTY | FMV | $26,318 | $26,318 |
| BLACKROCK STRAT GLBL BD | FMV | $55,062 | $55,062 |
| GUGGENHEIM FLOATING RATE | FMV | $55,797 | $55,797 |
| LORD ABBETT SHORT DUR | FMV | $55,200 | $55,200 |
| INVESCO BULLETSHARES 2019 | FMV | $18,676 | $18,676 |
| INVESCO BULLETSHARES 2020 | FMV | $42,760 | $42,760 |
| ISHARES US HEALTHCARE | FMV | $14,826 | $14,826 |
| OPPENHEIMER INTL GROWTH DS CL I | FMV | $24,402 | $24,402 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $616 | $479 | $479 |
| DUE FROM IRS | $0 | $1,284 | $1,284 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $84,396 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL FILING FEES | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT AND OTHER FEES | CategoryTxt |
| Amt | $16,472 | Amt |
| Net Investment Income | $16,472 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $372 | $372 | $0 |
| FEDERAL EXCISE TAX | $490 | $0 | $0 |