NETTER FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- NETTER FOUNDATION INC (EIN 13-6176542)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201931339349101053
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T08:24:45-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112950263 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOFLER & CO CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MERRICK ROAD SUITE 210E | AddressLine1Txt |
| City | ROCKVILLE CENTRE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115704881 | 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 | 136176542 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NETTER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NETT | BusinessNameControlTxt |
| Phone | 9142712802 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 FOX RUN ROAD | AddressLine1Txt |
| City | CROTON ON HUDSON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105203707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALFRED NETTER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 9142712802 | PhoneNum |
| Signature | 2019-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD CEPLER | PreparerPersonNm |
| PTIN | P00039158 | PTIN |
| Phone | 5165360300 | PhoneNum |
| Preparation | 2019-04-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.167.19.109 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-29 | IPDt |
| IP Tm | 15:13:37 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 14B2158F494AF5A6F4C5A9BAE9C814AF8869D6FE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1C13F5F2BA22E3A3A000D7845D057015350C4AAA | 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 | $4,723,591 | 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 | $102 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $102 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $142,320 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $142,320 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58,570 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $233,242 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58,570 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $200,992 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $200,992 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,024 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,024 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $13 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,794 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,374 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,150 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $240,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $240,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $300,294 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,374 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $243,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$99,302 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $144,618 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,466 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $62,921 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $62,921 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,800,995 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,669,510 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,101,218 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,614,373 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,611,101 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,559,452 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,442,834 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,343,532 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,723,591 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,900,456 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,900,456 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $542,378 | RetainedEarningBOYAmt |
| Retained Earning EOY | $443,076 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,442,834 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,343,532 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,442,834 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,343,532 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,442,834 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$99,302 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,343,532 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,343,532 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF | 2013-11-27 | 2018-05-29 | $4,538 | $4,129 | $409 | $409 | |
| ISHARES CORE MSCI EAFE ETF | 2013-11-27 | 2018-05-07 | $8,037 | $7,181 | $856 | $856 | |
| ISHARES S&P 500 GROWTH ETF | 2013-11-27 | 2018-11-08 | $95,316 | $56,083 | $39,233 | $39,233 | |
| ISHARES S&P 500 VALUE ETF | 2013-11-27 | 2018-11-09 | $62,173 | $46,590 | $15,583 | $15,583 | |
| PIMCO INCOME FUND CLASS 12 | 2013-11-27 | 2018-11-19 | $45,000 | $46,310 | -$1,310 | -$1,310 | P |
| VANGUARD TOTAL WORLD STK ETF | 2013-11-27 | 2018-05-07 | $18,178 | $14,379 | $3,799 | $3,799 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,570 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $240,350 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,054,549 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047551 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $246,963 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,696,229 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052588 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $242,086 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,893,907 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049467 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $197,040 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,911,217 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040120 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $233,412 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,700,865 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049653 | DistributionYr5Rt |
| Total Distribution | 0.239379 | TotalDistributionRt |
| Average Distribution | 0.047876 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,112,265 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $244,755 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,446 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $246,201 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $243,650 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,892 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,892 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,892 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,711 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,711 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,819 | OverpaymentAmt |
| Applied To ES Tax | $1,819 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 | KOFLER CO PC | IndividualWithBooksNm |
| Phone | 5165360300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MERRICK RD | AddressLine1Txt |
| City | ROCKVILLE CENTRE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115704881 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| RONALD NETTER | ||||||||
| 2 OLD TOWN HIGHWAY UNIT 7 | EAST HAVEN | CT | 06512 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| ALFRED NETTER | ||||||||
| 24 FOX RUN ROAD | CROTON ON HUDSON | NY | 10520 | SECRETARY | 0.00 | $0 | $0 | $0 |
| NADINE NETTER LEVY | ||||||||
| 315 SEASPRAY AVENUE | PALM BEACH | FL | 33480 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,153,251 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,866 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,190,117 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,190,117 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,852 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,112,265 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $255,613 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $255,613 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,892 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,892 | TotalTaxAmt |
| Distributable Before Adj | $252,721 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $252,721 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $252,721 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $243,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $243,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $243,650 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $252,721 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $233,369 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $243,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $233,369 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,281 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $242,440 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CROHN'S & COLITIS FOUNDATION | |||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | NONE | CHARITY | $10,000 |
| ALL OUR KIN | |||||||
| 414 CHAPEL STREET STE 100 | NEW HAVEN | CT | 06511 | NONE | NONE | CHARITY | $2,000 |
| ALLIANCE FOR CANCER GENE THERAPY | |||||||
| 96 CUMMINGS POINT RD | STAMFORD | CT | 06902 | NONE | NONE | CHARITY | $1,000 |
| FRIENDS COMMITTEE ON NATIONAL LEGISLATION | |||||||
| 245 2ND STREET NE | WASHINGTON | DC | 20002 | NONE | NONE | CHARITY | $40,000 |
| HEROES FOUNDATION OF AMERICA INC | |||||||
| PO BOX 31863 | PALM BEACH GARDENS | FL | 33420 | NONE | NONE | CHARITY | $1,000 |
| HYDROCEPHALUS ASSOCIATION | |||||||
| 4340 EW HIGHWAY STE 905 | BETHESDA | MD | 20814 | NONE | NONE | CHARITY | $1,100 |
| THE JACKSON CHANCE FOUNDATION | |||||||
| 230 N MICHIGAN AVE 37TH FLR | CHICAGO | IL | 60601 | NONE | NONE | CHARITY | $1,900 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 220 E 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | NONE | NONE | CHARITY | $1,000 |
| MOBILIZATION FOR JUSTICE INC | |||||||
| 100 WILLIAM STREET 6TH FLR | NEW YORK | NY | 10038 | NONE | NONE | CHARITY | $1,000 |
| YALE SUMMER SCHOOL OF MUSICNORFOLK CHAMBER MUSIC FESTIVAL | |||||||
| PO BOX 208246 | NEW HAVEN | CT | 06520 | NONE | NONE | CHARITY | $4,000 |
| BIRTHRIGHT ISRAEL | |||||||
| 33 E 33RD STREET | NEW YORK | NY | 10016 | NONE | NONE | CHARITY | $1,500 |
| PALM BEACH ISLAND CATS INC | |||||||
| 1480 VIA MANANA | PALM BEACH | FL | 33480 | NONE | NONE | CHARITY | $1,500 |
| STEM CELLS SAVE LIVES | |||||||
| 487 E MAIN ST | MOUNT KISCO | NY | 10549 | NONE | NONE | CHARITY | $1,500 |
| CARNEGIE HALL | |||||||
| 881 7TH AVE | NEW YORK | NY | 10019 | NONE | NONE | CHARITY | $2,500 |
| UNITED JEWISH COUNCIL OF THE EAST | |||||||
| 500 A GRAND STREET | NEW YORK | NY | 10002 | NONE | NONE | CHARITY | $2,000 |
| CHILDRENS CENTER OF HAMDEN | |||||||
| 1400 WHITNEY AVE | HAMDEN | CT | 06517 | NONE | NONE | CHARITY | $500 |
| CROTON CARING COMMITTEE | |||||||
| 38 PENFIELD AVE | CROTON ON HUDSON | NY | 10520 | NONE | NONE | CHARITY | $500 |
| DENAN PROJECT | |||||||
| PO BOX 543 | WOODBURY | CT | 06798 | NONE | NONE | CHARITY | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVE | NEW YORK | NY | 10001 | NONE | NONE | CHARITY | $1,000 |
| DOROT PROJECT | |||||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | NONE | NONE | CHARITY | $500 |
| FCFC | |||||||
| 227 EAST GRAND AVE | NEW HAVEN | CT | 06513 | NONE | NONE | CHARITY | $7,000 |
| FELLOWSHIP PLACE | |||||||
| 441 ELM STREET | NEW HAVEN | CT | 06511 | NONE | NONE | CHARITY | $4,500 |
| FRIENDS OF THE IDF | |||||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | NONE | NONE | CHARITY | $1,000 |
| ICE THEATRE | |||||||
| 62 CHELSEA PIER STE 308 | NEW YORK | NY | 10011 | NONE | NONE | CHARITY | $1,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 E 42ND ST FL 12 | NEW YORK | NY | 10168 | NONE | NONE | CHARITY | $3,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 E 69TH STREET | NEW YORK | NY | 10021 | NONE | NONE | CHARITY | $500 |
| JUNIOR TENNIS FOUNDATION | |||||||
| 70 WEST RED OAK LANE | WHITE PLAINS | NY | 10604 | NONE | NONE | CHARITY | $15,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 1311 MAMARONECK AVE STE 310 | WHITE PLAINS | NY | 10605 | NONE | NONE | CHARITY | $9,000 |
| LYMPHOMA RESEARCH FOUNDATION | |||||||
| 115 BROADWAY STE 1301 | NEW YORK | NY | 10006 | NONE | NONE | CHARITY | $1,500 |
| MUSIC HAVEN | |||||||
| PO BOX 207332 | NEW HAVEN | CT | 06520 | NONE | NONE | CHARITY | $3,500 |
| MUSIC HEALS US | |||||||
| 900 RIVERSIDE DRIVE APT 6B | NEW YORK | NY | 10032 | NONE | NONE | CHARITY | $7,000 |
| NEW HAVEN FRIENDS MEETING | |||||||
| 223 E GRAND AVE | NEW HAVEN | CT | 06513 | NONE | NONE | CHARITY | $3,000 |
| NEW HAVEN READS | |||||||
| 45 BRISTOL STREET | NEW HAVEN | CT | 06511 | NONE | NONE | CHARITY | $6,500 |
| NORTHWESTERN MEMORIAL HOSPITAL | |||||||
| 251 E HURON ST | CHICAGO | IL | 60611 | NONE | NONE | CHARITY | -$500 |
| NY PHILHARMONIC | |||||||
| 10 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | NONE | NONE | CHARITY | $6,000 |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | NONE | CHARITY | $1,000 |
| RAMAPO FOR CHILDREN | |||||||
| 49 WEST 38TH STREET | NEW YORK | NY | 10018 | NONE | NONE | CHARITY | $2,500 |
| RIPPOWAM-CISQUA SCHOOL | |||||||
| 325 W PATENT RD | MOUNT KISCO | NY | 10549 | NONE | NONE | CHARITY | $5,000 |
| SELFHELP | |||||||
| 520 EIGHTH AVE | NEW YORK | NY | 10018 | NONE | NONE | CHARITY | $48,500 |
| SOUTH CAROLINA AQUARIUM | |||||||
| 10 WHARFSIDE STREET | CHARLESTON | SC | 29401 | NONE | NONE | CHARITY | $500 |
| STAMFORD PUBLIC SCHOOLS | |||||||
| 888 WASHINGTON BOULEVARD 5TH FLOOR | STAMFORD | CT | 06901 | NONE | NONE | CHARITY | $10,000 |
| TEMPLE ISRAEL OF N WESTCHESTER | |||||||
| 31 GLENGARY ROAD | CROTON ON HUDSON | NY | 10520 | NONE | NONE | CHARITY | $6,000 |
| THREE LAKES COUNCIL | |||||||
| PO BOX 241 | SOUTH SALEM | NY | 10590 | NONE | NONE | CHARITY | $5,000 |
| UJA | |||||||
| 701 WESTCHESTER AVE STE 203E | WHITE PLAINS | NY | 10604 | NONE | NONE | CHARITY | $1,500 |
| UNITED WAY | |||||||
| 701 N FAIRFAX STREET | ALEXANDRIA | VA | 22314 | NONE | NONE | CHARITY | $8,000 |
| WEIZMANN INSTITUTE | |||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | NONE | NONE | CHARITY | $1,000 |
| WESTERN CT STATE UNIVERSITY | |||||||
| 181 WHITE ST | DANBURY | CT | 06810 | NONE | NONE | CHARITY | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $240,500 | 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 | $102 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $142,320 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $58,570 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $200,992 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $200,992 | 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 | $4,500 | Amt |
| Net Investment Income | $1,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,150 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD SHORT TERM CORPORATE BD ETF | $721,673 | $700,291 |
| PIMCO INCOME FUND | $889,428 | $859,161 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES S&P 500 VALUE ETF | $604,241 | $725,376 |
| ISHARES S&P 500 GROWTH ETF | $496,345 | $774,745 |
| ISHARES TRUST S&P MIDCAP 400 | $201,289 | $244,308 |
| ISHARES CORE MSCI EAFE ETF | $955,106 | $877,855 |
| VANGUARD REIT ETF | $188,432 | $227,960 |
| VANGUARD TOTAL WORLD STK INDEX | $224,097 | $250,974 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $7 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $55,024 | Amt |
| Net Investment Income | $55,024 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NYS DEPT OF LAW | CategoryTxt |
| Amt | $250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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