THE LYNN AND ROBERT AIMMER FAMILY FOUNDATION FOR JOHN DALSHEIM: Form 990PF, tax year 2018
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- Organization
- THE LYNN AND ROBERT AIMMER FAMILY FOUNDATION FOR JOHN DALSHEIM (EIN 20-6066441)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-01
- IRS object ID
- 201931829349100108
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-01T13:46:13-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132620561 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNICK GARBER & SANDLER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MADISON AVENUE 16TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | 206066441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LYNN AND ROBERT ZIMMER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION (FOR JOHN DALSHEIM) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LYNN | BusinessNameControlTxt |
| Phone | 2035320044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 BYRAM SHORE ROAD | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN ZIMMER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2035320044 | PhoneNum |
| Signature | 2019-06-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELE ROSENBERG | PreparerPersonNm |
| PTIN | P01346138 | PTIN |
| Phone | 2125573900 | PhoneNum |
| Preparation | 2019-06-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.168.221.9 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-11 | IPDt |
| IP Tm | 10:11:55 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C368939C60773483BFB1E01D6FA9F0705330DFBB | 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 | $1,207,776 | 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 | $499 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $499 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,775 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,775 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,800 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $296,368 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,800 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $74,074 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,074 | 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 | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $15 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $15 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,105 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,105 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,620 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,120 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $92,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $92,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $112,620 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,120 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $92,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$38,546 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,954 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,613 | CashBOYAmt |
| Cash EOY | $63,864 | CashEOYAmt |
| Cash EOYFMV | $63,864 | CashEOYFMVAmt |
| Corporate Stock BOY | $691,282 | CorporateStockBOYAmt |
| Corporate Stock EOY | $623,034 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $995,868 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $150,504 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $149,893 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $148,044 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,938 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $875,337 | TotalAssetsBOYAmt |
| Total Assets EOY | $836,791 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,207,776 | 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 | $875,337 | RetainedEarningBOYAmt |
| Retained Earning EOY | $836,791 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $875,337 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $836,791 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $875,337 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $836,791 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $875,337 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$38,546 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $836,791 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $836,791 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ALARM COM HLDGS INC SH | 2018-05-30 | 2018-10-05 | $30,150 | $25,442 | $4,708 | $4,708 | |
| GENERAL ELECTRIC CO | 2018-01-11 | 2018-02-08 | $19,330 | $24,919 | -$5,589 | -$5,589 | |
| ILLINOIS TOOL WORKS | 2018-03-02 | 2018-12-20 | $34,028 | $42,176 | -$8,148 | -$8,148 | |
| AMAZON.COM INC | 2014-08-28 | 2018-10-04 | $19,111 | $3,402 | $15,709 | $15,709 | |
| DEL TACO RESTAURANTS INC | 2017-02-17 | 2018-08-17 | $20,329 | $22,325 | -$1,996 | -$1,996 | |
| DOWDUPONT INC | 2017-10-31 | 2018-12-17 | $20,849 | $28,816 | -$7,967 | -$7,967 | |
| GENERAL MILLS INC | 2013-02-19 | 2018-05-03 | $29,086 | $31,905 | -$2,819 | -$2,819 | |
| DUKEENERGYCORP | 2006-02-16 | 2018-01-11 | $26,383 | $16,024 | $10,359 | $10,359 | |
| DUKE REALTY CORP | 2009-08-07 | 2018-06-06 | $28,490 | $9,938 | $18,552 | $18,552 | |
| PRAXAIR INC | 2007-04-18 | 2018-10-31 | $16,345 | $6,393 | $9,952 | $9,952 | |
| US BANCORP | 2008-01-24 | 2018-01-11 | $28,231 | $16,375 | $11,856 | $11,856 | |
| EXXON MOBIL CORP | 1920-11-15 | 2001-08-22 | $23,950 | $14,853 | $9,097 | $9,097 | |
| CAPITAL GAINS DIVIDENDS | $86 | $86 | $86 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,800 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $81,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,303,803 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062509 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $66,100 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,214,369 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054432 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $120,900 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,254,250 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.096392 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $76,300 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,282,892 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059475 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $158,015 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,300,412 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.121511 | DistributionYr5Rt |
| Total Distribution | 0.394319 | TotalDistributionRt |
| Average Distribution | 0.078864 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,337,692 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $105,496 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $570 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $106,066 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $92,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,139 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,139 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,139 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,229 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,100 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,329 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,190 | OverpaymentAmt |
| Applied To ES Tax | $1,190 | 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 | CT | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNICK GARBER & SANDLER LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125573900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MADISON AVENUE 16TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | LYNN ZIMMER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 BYRAM SHORE ROAD | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | 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 | $1,310,442 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,621 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,358,063 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,358,063 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,371 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,337,692 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,885 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $66,885 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,139 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,139 | TotalTaxAmt |
| Distributable Before Adj | $65,746 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $65,746 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $65,746 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $92,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $92,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $92,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $65,746 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $93,800 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,065 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $58,984 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,346 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,833 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $189,028 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $92,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $65,746 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,254 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $215,282 | 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 | $93,800 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $121,482 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,065 | ExcessFromYear4Amt |
| Excess From Year3 | $58,984 | ExcessFromYear3Amt |
| Excess From Year2 | $6,346 | ExcessFromYear2Amt |
| Excess From Year1 | $16,833 | ExcessFromYear1Amt |
| Excess From Current Year | $26,254 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LYNN ZIMMER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 BYRAM SHORE ROAD | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2035320044 | RecipientPhoneNum |
| Form And Info And Materials | LETTER WITH A DESCRIPTION OF THE USE OF GRANT FUNDS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADOPT A DOG | |||||||
| 849 LAKE AVENUE | GREENWICH | CT | 06831 | NONE | PUBLIC CHARITY | SUPPORT ANIMAL WELFARE | $500 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56 STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | TO ENHANCE THE WELL-BEING OF THE JEWISH PEOPLE AND ISRAEL, AND TO ADVANCE HUMAN RIGHTS AND DEMOCRATIC VALUES IN THE UNITED STATES AND AROUND THE WORLD. | $30,000 |
| FEDERATION OF JEWISH PHILANTHROPY | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | SUPPORT SOCIAL SERVICES | $30,000 |
| METROPOLIS COUNTRY CLUB FOUNDATION | |||||||
| 289 DOBBS FERRY ROAD | WHITE PLAINS | NY | 10607 | NONE | PUBLIC CHARITY | TO SUPPORT GIFTED INDIVIDUALS AND LOCAL ORGANIZATIONS IN SURROUNDING COMMUNITIES. | $500 |
| BALLENISLES CHARITIES FOUNDATION | |||||||
| 100 BALLENISLES CIR | PALM BEACH GARDENS | FL | 33418 | NONE | PUBLIC CHARITY | SUPPORT CIVIC, HEALTH & HUMAN SERVICES, ENVIRONMENT, AND EDUCATION | $1,000 |
| THE NORTON MUSEUM | |||||||
| 1450 S DIXIE HWY | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | SUPPORT ART AND ART EDUCATION | $20,000 |
| WHITE PLAINS HOSPITAL | |||||||
| 41 E POST RD | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | SUPPORT HEALTH SERVICES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $92,000 | 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 | $499 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,775 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $53,800 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $74,074 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,074 | 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 | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB - CORPORATE BONDS | BondNm |
| EOY Book Value | $149,893 | EOYBookValueAmt |
| EOYFMV | $148,044 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB - EQUITIES | StockNm |
| EOY Book Value | $623,034 | EOYBookValueAmt |
| EOYFMV | $995,868 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $17,102 | $17,102 | $0 |
| INVESTMENT FEE | $3 | $3 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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