THOMAS S PERAKOS FAMILY CARES FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS S PERAKOS FAMILY CARES FOUNDATION (EIN 81-4810329)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-12
- IRS object ID
- 201932249349100018
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-12T11:19:09-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113518842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 814810329 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS S PERAKOS FAMILY CARES FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARKS PANETH LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 2125038800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVE 4TH FL-HEFTER | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS PERAKOS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2125038800 | PhoneNum |
| Signature | 2019-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ISIDOR HEFTER | PreparerPersonNm |
| PTIN | P01068992 | PTIN |
| Phone | 2125038800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.74.165.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-15 | IPDt |
| IP Tm | 13:32:49 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 32DB6E2AA715D209279FA9C7423FF9E736BA4B4A | 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 | $2,031,555 | 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 | $101,047 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $41,406 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,406 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $91,458 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $439,890 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $91,458 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $233,911 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $132,864 | 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 |
| Legal Fees Rev And Expnss | $910 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $910 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $10,365 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,365 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,849 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,859 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $258 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $258 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,382 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,224 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,168 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,694 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,694 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,076 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,224 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,862 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $188,835 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $120,640 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,187,731 | CashBOYAmt |
| Cash EOY | $355,649 | CashEOYAmt |
| Cash EOYFMV | $355,649 | CashEOYFMVAmt |
| Corporate Stock BOY | $464,932 | CorporateStockBOYAmt |
| Corporate Stock EOY | $913,084 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,157,873 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $527,104 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $518,033 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,652,663 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,795,837 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,031,555 | 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 | $1,652,663 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,795,837 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,652,663 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,795,837 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,652,663 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,795,837 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,652,663 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $188,835 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,841,498 | SubtotalAmt |
| Other Decreases | $45,661 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,795,837 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $439,890 | GrossSalesPriceAmt |
| Cost Or Other Basis | $348,432 | CostOrOtherBasisAmt |
| Gain Or Loss | $91,458 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $91,458 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $91,458 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $130,070 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,378,195 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.094377 | DistributionYr1Rt |
| Total Distribution | 0.094377 | TotalDistributionRt |
| Average Distribution | 0.094377 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,037,421 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $192,286 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,206 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $193,492 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $27,862 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,413 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,413 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,413 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,504 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,161 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,665 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,252 | OverpaymentAmt |
| Applied To ES Tax | $1,252 | 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 | ID | 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 | I HEFTER CO MARKS PANETH LLP | IndividualWithBooksNm |
| Phone | 2125038800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 3RD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | Yes (1) | 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 |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| 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 | THOMAS S PERAKOS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MARKS PANETH LLP - 685 3RD | AddressLine1Txt |
| Address Line2 | AVENUE | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE - PART TIME | 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 | $1,545,892 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $522,556 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,068,448 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,068,448 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,027 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,037,421 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $101,871 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $101,871 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,413 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,413 | TotalTaxAmt |
| Distributable Before Adj | $99,458 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $99,458 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $99,458 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,862 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $27,862 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $27,862 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,458 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $74,921 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $74,921 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,862 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,862 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $71,596 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $71,596 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,325 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,325 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $3,325 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ATLANTIC THEATRE COMPANY | ||||||
| 76 9TH AVE STE 537 | NEW YORK | NY | 10011 | PC | GENERAL SUPPORT | $4,790 |
| CATHOLIC CHARITIES | ||||||
| 191 JORALEMON ST | BROOKLYN | NY | 11201 | PC | GENERAL SUPPORT | $2,000 |
| THE ACTORS FUND | ||||||
| 729 7TH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | PC | GENERAL SUPPORT | $9,540 |
| BALLET SUN VALLEY | ||||||
| PO BOX 555 | SUN VALLEY | ID | 833530555 | PC | GENERAL SUPPORT | $4,364 |
| THE SPOT | ||||||
| 220 LEWIS ST 2 | KETCHUM | ID | 83340 | PC | GENERAL SUPPORT | $1,000 |
| SAINT MARK GREEK ORTHODOX CHURCH | ||||||
| 2100 NW 51ST STREET | BOCA RATON | FL | 33431 | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,694 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,406 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $91,458 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $132,864 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $132,864 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| PERAKOS FAMILY CARES FOUNDATION | |||||||
| 1 | C/O MARKS PANETH LLP- 685 3RD AVENU | NEW YORK | NY | 10017 | $237 | Yes (X) | |
| THOMAS S PERAKOS | |||||||
| 2 | C/O MARKS PANETH LLP- 685 3RD AVENU | NEW YORK | NY | 10017 | $100,810 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $100,810 | FairMarketValueAmt |
| Received | 2018-12-26 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (27 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN CHASE & CO BOND | $20,548 | $19,750 |
| NEXTERA ENERGY CAP HLDGS | $19,935 | $19,954 |
| CITIGROUP INC NOTE | $19,906 | $19,916 |
| CONSTELLATION BRANDS INC NOTE | $19,720 | $19,754 |
| ARES CAP CORP NOTE | $20,157 | $20,042 |
| SEMPRA ENERGY NOTE | $19,923 | $19,731 |
| CVS HEALTH CORP NOTE | $20,008 | $19,820 |
| D R HORTON INC NOTE | $19,798 | $19,519 |
| ANALOG DEVICES INC NOTE | $19,914 | $19,825 |
| CELGENE CORP NOTE | $14,993 | $14,846 |
| VULCAN MTLS CO NOTE | $20,000 | $19,850 |
| ZIMMER BIOMET | $20,020 | $19,813 |
| FIDELITY NATL INFORMATION SVCS | $19,529 | $19,314 |
| BANK AMER CORP | $20,042 | $19,697 |
| AMERICAN TOWER CORP | $14,662 | $14,432 |
| GENERAL MLS INC NOTE | $19,957 | $19,883 |
| SHERWIN WILLIAMS CO NOTE | $19,428 | $19,097 |
| TARGA RES PARTNERS | $20,049 | $19,825 |
| HCA INC NOTE | $20,653 | $20,500 |
| NIELSEN FIN LLC | $20,135 | $19,750 |
| SAIC INC NOTE | $20,298 | $19,850 |
| LEVEL 3 FING INC NOTE | $20,214 | $20,000 |
| SERVICE CORP INTL NOTE | $20,353 | $20,050 |
| SBA COMMUNICATIONS CORP | $15,127 | $14,738 |
| GENESIS ENERGY LP | $20,515 | $19,500 |
| ZAYO GROUP LLC | $20,702 | $18,952 |
| UNITED RENTALS NORTH AMER INC | $20,518 | $19,625 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $110,296 | $167,520 |
| MICROSOFT CORP | $25,800 | $50,785 |
| COGNIZANT TECH SOLUTIONS CORP | $30,755 | $43,357 |
| DELTA AIR LINES INC DEL COM NEW | $18,106 | $59,880 |
| JPMORGAN CHASE & CO | $15,854 | $34,753 |
| IHS MARKIT LTD COM | $22,800 | $45,572 |
| PAYPAL HLDGS INC COM | $29,752 | $71,477 |
| PFIZER INC | $19,916 | $32,738 |
| VISA INC COM CL A | $20,381 | $49,609 |
| ALLEGHANY TECH INC | $28,981 | $25,580 |
| EXPEDIA GROUP INC | $30,643 | $29,852 |
| GTT COMMUNICATIONS INC | $37,795 | $21,767 |
| PROVIDENCE SVC CORP | $30,928 | $28,810 |
| PETS AT HOME GROUP PLC | $45,168 | $32,896 |
| SCHOLASTIC CORP | $22,453 | $23,753 |
| STERICYCLE INC | $28,065 | $16,694 |
| CABOT OIL & GAS CP | $21,278 | $19,333 |
| AON PLC | $43,131 | $55,237 |
| THOMPSON REUTERS CORP | $20,927 | $25,604 |
| QUANTA SERVICES INC | $31,449 | $28,144 |
| TETRA TECH INC | $20,093 | $21,485 |
| ALIBABA GROUP HLDG | $23,099 | $19,875 |
| ALLISON TRANSMISSION HLDGS | $16,028 | $26,785 |
| ALPHABET INC | $20,330 | $20,899 |
| AMDOCS LTD | $33,723 | $30,462 |
| CORNING INC | $26,331 | $28,700 |
| INOVALON HLDGS | $34,724 | $43,462 |
| MICROSOFT CORP | $24,250 | $52,816 |
| SYMANTEC CORP | $40,557 | $30,988 |
| WESTERN DIGITAL CORP | $39,471 | $19,040 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $910 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $910 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON SECURITIES | $44,815 |
| 4720 ADJUSTMENT | $846 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $258 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $258 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $5,418 | $5,418 | $0 |
| ACCRUED INTEREST PAID | $4,334 | $4,334 | $0 |
| BOND PREMIUM | $613 | $613 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,859 | $1,859 | $0 |
| FEDERAL TAXES | $4,990 | $0 | $0 |
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