SHIN CREEK TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SHIN CREEK TR (EIN 13-7582641)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201931359349103558
- 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
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T15:52:42-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 137582641 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHIN CREEK TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIN | BusinessNameControlTxt |
| Phone | 2124556250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68 EAST 86TH STREET 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL BARNETT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2124556250 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA PERCELLA | PreparerPersonNm |
| PTIN | P00965741 | PTIN |
| Phone | 6462135100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 204.237.176.59 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-15 | IPDt |
| IP Tm | 15:50:50 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7E530C01EC0DBF1FFF79A5BAD1379F9D370DED1E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0EB4CE1ACD44DB279B6C2D9A8476B20948576B96 | 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 | $1,838,674 | 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 | $404,096 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,113 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,113 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $114,705 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $114,705 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $121,696 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $441,115 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $121,696 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,597 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$7,013 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $650,013 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $240,501 | 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 |
| Other Expenses Rev And Expnss | $11,819 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,569 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,819 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,569 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $223,462 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $223,462 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $235,281 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,569 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $223,712 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $414,732 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $228,932 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $93,291 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $395,699 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $395,699 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,442,756 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,456,486 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,442,975 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,536,047 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,852,185 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,838,674 | 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 | $1,536,047 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,852,185 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,536,047 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,852,185 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,536,047 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,852,185 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,536,047 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $414,732 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $1,950,780 | SubtotalAmt |
| Other Decreases | $98,595 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,852,185 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| ONE WILLIAM STREET CAPITAL LP | P | $2,602 | $2,602 | $2,602 | |||
| ONE WILLIAM STREET CAPITAL LP | P | $1,307 | $1,307 | $1,307 | |||
| 4,321 SHS AV HOMES INC. | P | $92,902 | $13,612 | $13,612 | 2018-05-31 | 2018-10-03 | $79,290 |
| 1,300 SHS AV HOMES INC. | P | $27,950 | $8,690 | $8,690 | 2015-08-04 | 2018-10-03 | $19,260 |
| 895 SHS AV HOMES INC. | P | $19,243 | $6,937 | $6,937 | 2012-08-22 | 2018-10-03 | $12,306 |
| 3,308 SHS AV HOMES INC. | P | $71,122 | $15,878 | $15,878 | 2014-06-19 | 2018-10-03 | $55,244 |
| 2,538 SHS AV HOMES INC. | P | $54,567 | $14,035 | $14,035 | 2015-06-11 | 2018-10-03 | $40,532 |
| 2,848 SHS AV HOMES INC. | P | $61,232 | $27,740 | $27,740 | 2016-05-24 | 2018-10-03 | $33,492 |
| 3,673 SHS AV HOMES INC. | P | $78,970 | $13,591 | $13,591 | 2017-06-13 | 2018-10-03 | $65,379 |
| 150 SHS FIDELITY 500 INDEX PREM. | P | $14,208 | $7,779 | $7,779 | 2018-06-27 | $6,429 | |
| 250 SHS T. ROWE PRICE GROWTH STOCK ADVISOR | P | $16,595 | $9,108 | $9,108 | 2018-06-27 | $7,487 | |
| ONE WILLIAM STREET CAPITAL LP | P | $250 | $250 | $250 | |||
| ONE WILLIAM STREET CAPITAL LP | P | $167 | $167 | $167 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $121,696 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $216,860 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,881,316 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.115270 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $192,417 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,074,250 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.179118 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $101,885 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $909,436 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.112031 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $106,461 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $916,984 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.116099 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $39,900 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $528,441 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.075505 | DistributionYr5Rt |
| Total Distribution | 0.598023 | TotalDistributionRt |
| Average Distribution | 0.119605 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,732,101 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $207,168 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,289 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $209,457 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $223,712 | 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 | $2,289 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,289 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,289 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,753 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,753 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $464 | OverpaymentAmt |
| Applied To ES Tax | $464 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANDERSEN TAX LLC | IndividualWithBooksNm |
| Phone | 6462135100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| PAUL D BARNETT | ||||||||
| 68 EAST 86TH STREET 3RD FLOOR | NEW YORK | NY | 10028 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LINDA P BARNETT | ||||||||
| 68 EAST 86TH STREET 3RD FLOOR | NEW YORK | NY | 10028 | TRUSTEE | 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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,612,490 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $145,988 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,758,478 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,758,478 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,377 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,732,101 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,605 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,605 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,289 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $703 | IncomeTaxAmt |
| Total Tax | $2,992 | TotalTaxAmt |
| Distributable Before Adj | $83,613 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $83,613 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $83,613 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $223,712 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $223,712 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,289 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $221,423 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $83,613 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,123 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $62,144 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $57,443 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $140,676 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $127,209 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $401,595 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $223,712 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $83,613 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $140,099 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $541,694 | 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 | $14,123 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $527,571 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $62,144 | ExcessFromYear4Amt |
| Excess From Year3 | $57,443 | ExcessFromYear3Amt |
| Excess From Year2 | $140,676 | ExcessFromYear2Amt |
| Excess From Year1 | $127,209 | ExcessFromYear1Amt |
| Excess From Current Year | $140,099 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 92ND STREET Y | |||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | PUBLIC CHARITY | YOUTH DEVELOPMENT PROGRAM | $1,000 | |
| ALLEN STEVENSON | |||||||
| 132 E 78TH ST | NEW YORK | NY | 10075 | PUBLIC CHARITY | BOYS EDUCATION K-9 | $10,000 | |
| BEER RIGHT NOW | |||||||
| 69 2ND AVE | NEW YORK | NY | 10003 | PUBLIC CHARITY | GENERAL OBLIGATIONS | $1,105 | |
| BROTHERHOOD SISTER SOL | |||||||
| 512 WEST 143RD STREET | NEW YORK | NY | 10031 | PUBLIC CHARITY | YOUTH SUPPORT | $25,000 | |
| CATSKILL ARTS SOCIETY | |||||||
| 48 MAIN STREET PO BOX 991 | LIVINGSTON MANOR | NY | 12758 | PUBLIC CHARITY | ARTS EDUCATION/SCHOOLS | $1,500 | |
| CATSKILL FLY FISHING MUSEUM | |||||||
| PO BOX 1295 | LIVINGSTN MNR | NY | 12758 | PUBLIC CHARITY | EDUCATION/MUSEUM OF FLY FISHING | $1,000 | |
| CHARITIES AID FOUNDATION OF AMERICA | |||||||
| 225 REINEKERS LANE SUITE 375 CAF | ALEXANDRIA | VA | 22314 | PUBLIC CHARITY | FUND RAISING AND/OR FUND DISTRIBUTION | $2,000 | AMERICA |
| CHILDRENS RADIO FOUNDATION | |||||||
| 169 STONE HILL ROAD | BEDFORD | NY | 10506 | PUBLIC CHARITY | YOUTH SUPPORT, RADIO EDUCATION | $25,000 | |
| CHOATE ROSEMARY HALL FOUNDATION INCORPORATED | |||||||
| 333 CHRISTIAN ST | WALLINGFORD | CT | 06492 | PUBLIC CHARITY | SECONDARY INDEPENDENT SCHOOL EDUCATION | $50,000 | |
| COLBY COLLEGE | |||||||
| 4320 MAYFLOWER HILL | WATERVILLE | MN | 01901 | PUBLIC CHARITY | EDUCATION | $2,500 | |
| DEVELOPING RADIO PARTERS | |||||||
| 910 17TH STREET NW 7TH FLOOR | WASHINGTON | DC | 20006 | PUBLIC CHARITY | RADIO MANAGEMENT AND TECHNICAL ASSISTANCE | $200 | |
| DIGITAL DIVIDE DATA | |||||||
| 115 W 30TH ST | NEW YORK | NY | 10001 | PUBLIC CHARITY | ACCESS TO PROFESSIONAL OPPORTUNITIES FOR ALL | $1,500 | |
| EVERY MOTHER COUNTS | |||||||
| 180 VARICK STREET SUITE 1116 | NEW YORK | NY | 10014 | PUBLIC CHARITY | DEDICATED TO MAKING PREGNANCY AND CHILDBIRTH SAFE | $527 | |
| FRATERNITE NOTRE DAME | |||||||
| 2290 FIRST AVE | NEW YORK | NY | 10035 | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,000 | |
| GLOBALGOODS PARTNERS | |||||||
| 115 WEST 30TH STREET SUITE 400 | NEW YORK | NY | 10001 | PUBLIC CHARITY | SOCIAL JUSTICE. | $12,500 | |
| GRACE PLACE | |||||||
| 375 MEADOWLARK DRIVE | BERTHOUD | CO | 80513 | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $500 | |
| HAITI CARDIAC ALLIANCE | |||||||
| 47 MAPLE STREET SUITE 213 | BURLINGTON | VT | 05401 | PUBLIC CHARITY | LIFE-SAVING CARDIAC SURGERY TO ALL HAITIANS | $3,500 | |
| ICE HOCKEY IN HARLEM INC | |||||||
| 127 WEST 127TH STREET SUITE 415 | NEW YORK | NY | 10027 | PUBLIC CHARITY | YOUTH DEVELOPMENT PROGRAMS | $250 | |
| JACKSON HOLE CONSERVATION ALLIANCE | |||||||
| 685 S CACHE STREET | JACKSON | WY | 83001 | PUBLIC CHARITY | PROTECTING THE WILDLIFE | $1,000 | |
| JACKSON HOLE PUBLIC ART | |||||||
| PO BOX 4413 | JACKSON | WY | 83001 | PUBLIC CHARITY | ARTS EDUCATION/SCHOOLS | $1,000 | |
| LUNCHBOX FUND | |||||||
| PO BOX 10 | NEW YORK | NY | 10276 | PUBLIC CHARITY | FIGHT HUNGER | $10,000 | |
| MCGILL UNIVERSITY | |||||||
| 2 HAMILTON AVE STE 211 | NEW ROCHELLE | NY | 10801 | PUBLIC CHARITY | EDUCATION | $25,000 | |
| MEXICO NATIONAL LA | |||||||
| 855 JEFFERSON AVENUE PO BOX 1329 | REDWOOD CITY | CA | 94063 | PUBLIC CHARITY | MEXICO NATIONAL LA | $200 | |
| NATIONAL MS SOCIETY | |||||||
| 733 THIRD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | PUBLIC CHARITY | DISEASES, DISORDERS, MEDICAL DISCIPLINES N.E.C. | $500 | |
| NIGHTINGALE-BAMFORD | |||||||
| 20 E 92ND ST | NEW YORK | NY | 10128 | PUBLIC CHARITY | ELEMENTARY, SECONDARY ED | $2,500 | |
| OSTEOGENESIS IMPERFECTA FOUNDATION | |||||||
| 804 W DIAMOND AVE SUITE 210 | GAITHERSBURG | MD | 20878 | PUBLIC CHARITY | RESEARCH, EDUCATION, AWARENESS AND MUTUAL SUPPORT. | $5,000 | |
| PATTON VETERANS PROJECT | |||||||
| 349 5TH AVENUE | NEW YORK | NY | 10016 | PUBLIC CHARITY | NARRATIVE THERAPY THROUGH DIGITAL MEDIA FOR VETERANS | $1,000 | |
| PEER HEALTH EXCHANGE | |||||||
| 70 GOLD STREET | SAN FRANCISCO | CA | 94133 | PUBLIC CHARITY | YOUTH DEVELOPMENT PROGRAMS, ALCOHOL, DRUG ABUSE PREVENTION | $100 | |
| POLLYANNA | |||||||
| 19 E 80TH ST APT 8E | NEW YORK | NY | 10075 | PUBLIC CHARITY | EDUCATIONAL SERVICES AND SCHOOLS | $1,500 | |
| REFUGEE AND IMMIGRANT CENTER FOR EDUCATION AND LEGAL SERVICES | |||||||
| 1305 N FLORES STREET | SAN ANTONIO | TX | 78212 | PUBLIC CHARITY | IMMIGRANTS' RIGHTS, LEGAL SERVICES | $100 | |
| SHINING HOPE FOR COMMUNITIES | |||||||
| 175 VARICK ST 5TH FLOOR | NEW YORK | NY | 10014 | PUBLIC CHARITY | PUBLIC, SOCIETY BENEFIT - MULTIPURPOSE AND OTHER | $2,580 | |
| ST LAWRENCE UNIVERSITY | |||||||
| ROMODA DRIVE | CANTON | NY | 13617 | PUBLIC CHARITY | EDUCATION | $10,000 | |
| SYLVIA CENTER | |||||||
| 304 HUDSON STREET | NEW YORK | NY | 10013 | PUBLIC CHARITY | FOOD EDUCATION | $2,500 | |
| TRUSTEES OF COLUMBIA UNIVERSITY | |||||||
| 615 W 131ST ST 8741 | NEW YORK | NY | 10027 | PUBLIC CHARITY | PROMOTION OF BUSINESS | $16,700 | |
| TUFTS UNIVERSITY | |||||||
| BALLOU HALL | MEDFORD | MA | 02155 | PUBLIC CHARITY | EDUCATION | $2,700 | |
| UJA FEDERATION | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | PUBLIC CHARITY | FUND RAISING FOR OTHER ORGANIZATIONS | $1,000 | |
| US SKI TEAM | |||||||
| PO BOX 100 | PARK CITY | UT | 84060 | PUBLIC CHARITY | BENEFIT AND SUPPORT OF AMATEUR SKIING | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $223,462 | 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 | $11,113 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114,705 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $121,696 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ONE WILLIAM STREET CAPITAL PARTNERS LP | Desc |
| Business | 523920 | BusinessCd |
| Unrelated Business Taxbl Incm | $5,416 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | -$7,013 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,416 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $125,818 | ExclusionAmt |
| Related Or Exempt Function Incm | $114,683 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $245,917 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | N/A |
| 11 | N/A |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PAUL BARNETT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68 EAST 86TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $404,096 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 18,883 SHS AV HOMES INC. | NoncashPropertyDesc |
| Fair Market Value | $404,096 | FairMarketValueAmt |
| Received | 2018-09-12 | ReceivedDt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY #Z71-1442233 - COMMON STOCK | AT COST | $1,291,943 | $1,278,432 |
| ONE WILLIAM STREET CAPITAL PARTNERS LP | AT COST | $164,543 | $164,543 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING ADJUSTMENT | $2 |
| DIFFERENCE BETWEEN FMV AND COST OF DONATED SHARES | $98,593 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS EXTENSION PAYMENT | $8,000 | $8,000 | $0 |
| NYS DEPARTMENT OF LAW | $250 | $0 | $250 |
| ONE WILLIAM STREET CAPITAL PARTNERS LP | $2,269 | $2,269 | $0 |
| NYS EXTENSION PAYMENT | $1,300 | $1,300 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ONE WILLIAM STREET CAPITAL PARTNERS LP | Desc |
| Revenue And Expenses Per Books | -$1,597 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$7,013 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$1,597 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVED BUT NOT REPORTED | Desc |
| Amt | $1 | Amt |
Comments