PITCH FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PITCH FOUNDATION (EIN 82-1541555)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201921339349100822
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T06:41:44-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSKOWITZ & ASSOCIATES CPA's PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 WHITE PLAINS RD | AddressLine1Txt |
| City | TARRYTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105915187 | 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 | 821541555 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PITCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PITC | BusinessNameControlTxt |
| Phone | 2036987810 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O DAVID AND VICKI CRAVER 152 INDI | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06878 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICKI CRAVER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2036987810 | PhoneNum |
| Signature | 2019-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN MOSKOWITZ CPA | PreparerPersonNm |
| PTIN | P00166473 | PTIN |
| Phone | 9143666714 | PhoneNum |
| Preparation | 2019-05-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 100.33.116.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 06:41:35 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7C0CF743C18EC51DC869B3294A8044ABF4B1870F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E21524407A18CF0FB559F421F8B1CBBF5C4E5FE6 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $38,825,668 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,064 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,064 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $326,799 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $326,799 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $146,519 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $571,180 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $146,519 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $28,849 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $28,849 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,518,231 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $518,231 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $418 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $209 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $209 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,470 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,735 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,735 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $150,208 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $150,208 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $54,317 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $49,317 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $14,662 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,662 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $227,075 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $218,131 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,944 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,300,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,300,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,527,075 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $218,131 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,303,944 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,991,156 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $300,100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,238 | CashBOYAmt |
| Cash EOY | $252,423 | CashEOYAmt |
| Cash EOYFMV | $252,423 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $34,578,999 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $40,382,970 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $38,573,245 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $34,644,237 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,635,393 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,825,668 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Additional Paid In Capital BOY | $34,675,850 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $34,675,850 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$31,613 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,959,543 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,644,237 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,635,393 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,644,237 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,635,393 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,644,237 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,991,156 | ExcessRevenueOverExpensesAmt |
| Subtotal | $40,635,393 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $40,635,393 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ST LOSS FROM PASS THRU ENTITIES | P | 2018-01-01 | 2018-12-31 | $0 | $0 | $280,954 | -$280,954 | $0 | $0 | $0 | -$280,954 |
| LT GAIN FROM PASS THRU ENTITIES | P | 2017-01-01 | 2018-12-31 | $427,473 | $0 | $0 | $427,473 | $0 | $0 | $0 | $427,473 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $146,519 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$280,954 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,737 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,157,074 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.002660 | DistributionYr1Rt |
| Total Distribution | 0.002660 | TotalDistributionRt |
| Average Distribution | 0.002660 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $36,046,913 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $95,885 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,001 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $98,886 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,303,944 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,001 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,001 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,001 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,446 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,446 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$4,446 | OriginalReturnOverpaymentAmt |
| Overpayment | $1,445 | OverpaymentAmt |
| Applied To ES Tax | $1,445 | AppliedToESTaxAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID AND VICKI CRAVER | IndividualWithBooksNm |
| Phone | 2036987810 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 152 INDIAN HEAD ROAD | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06878 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| VICKI U CRAVER | ||||||||
| 152 INDIAN HEAD ROAD | RIVERSIDE | CT | 06878 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID F CRAVER | ||||||||
| 152 INDIAN HEAD ROAD | RIVERSIDE | CT | 06878 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $36,422,489 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $173,362 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,595,851 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $36,595,851 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $548,938 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,046,913 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,802,346 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,802,346 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,001 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,001 | TotalTaxAmt |
| Distributable Before Adj | $1,799,345 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,799,345 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,799,345 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,303,944 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,303,944 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,001 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,300,943 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,799,345 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,303,944 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,799,345 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,504,599 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,504,599 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,504,599 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $2,504,599 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID AND VICKI CRAVER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NATIONAL PHALNTRHOPIC TRUST | ||||||
| 165 TOWNSHIP LINE ROAD SUITE 1200 | JENKINTOWN | PA | 19046 | 501(C)(3) | TO SUPPORT THE JP MORGAN CHARITABLE GIVING FUND | $2,800,000 |
| HORIZONS NATIONAL | ||||||
| 120 POST ROAD WEST SUITE 202 | WESTPORT | CT | 06880 | 501(C)(3) | TO SUPPORT EDUCATION FOR LOW INCOME FAMILIES | $1,500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,300,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,064 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $326,799 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,849 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $146,519 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $518,231 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $518,231 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID AND VICKI CRAVER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 152 INDIAN HEAD ROAD | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06878 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MOSKOWITZ & ASSOCIATES TAX AND ACCOUNTING | CategoryTxt |
| Amt | $7,470 | Amt |
| Net Investment Income | $3,735 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,735 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| SHORT TERM LOSS FROM LONE CASCADE LP | 2018-01 | Purchased | 2018-12 | $0 | $10,495 | -$10,495 |
| SHORT TERM LOSS FROM LONE PICEA LP | 2018-01 | Purchased | 2018-12 | $0 | $97,596 | -$97,596 |
| SHORT TERM LOSS FROM LONG REDWOOD LP | 2018-01 | Purchased | 2018-12 | $0 | $316,570 | -$316,570 |
| LONG TERM GAIN FROM LONE CASCADE LP | 2017-01 | Purchased | 2018-12 | $121,567 | $0 | $121,567 |
| LONG TERM GAIN FROM LONE PICEA LP | 2017-01 | Purchased | 2018-12 | $21,410 | $0 | $21,410 |
| LONG TERM GAIN FROM LONE REDWOOD LP | 2017-01 | Purchased | 2018-12 | $68,935 | $0 | $68,935 |
| SECTION 1256 SHORT TERM GAIN FROM PASS THRU ENTITIES | 2018-01 | Purchased | 2018-12 | $143,707 | $143,707 | |
| SECTION 1256 LONG TERM GAIN FROM PASS THRU ENTITIES | 2017-01 | Purchased | 2018-12 | $215,561 | $215,561 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT IN LONE REDWOOD LP | $9,421,982 | $9,118,585 |
| INVESTMENT IN LONE CASCADE LP | $26,088,436 | $24,784,461 |
| INVESTMENT IN LONE PICEA LP | $4,872,552 | $4,670,199 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUMMINGS & LOCKWOOD LEGAL | CategoryTxt |
| Legal Fees | $418 | LegalFeesAmt |
| Net Investment Income | $209 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $209 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PORTFOLIO DEDUCTIONS FROM PASS THRU ENTITY | Desc |
| Revenue And Expenses Per Books | $14,662 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $14,662 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM PASS THRU ENTITIES | Desc |
| Revenue And Expenses Per Books | $28,849 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $28,849 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FROM PASS THRU ENTITIES | $49,317 | $49,317 |
| FEDERAL TAXES | $5,000 |
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