PILZER FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PILZER FOUNDATION INC (EIN 13-3973639)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-09-17
- IRS object ID
- 201942609349100509
- Schema version
- 2017v2.3
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-17T15:35:40-05:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113528371 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREILICH & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 WEST HAWTHORNE AVENUE | AddressLine1Txt |
| City | VALLEY STREAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133973639 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PILZER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PILZ | BusinessNameControlTxt |
| Phone | 9147158238 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WASHINGTON AVENUE | AddressLine1Txt |
| City | DOBBS FERRY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10522 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEAL PILZER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9142619000 | PhoneNum |
| Signature | 2019-09-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN L FREILICH | PreparerPersonNm |
| PTIN | P01421270 | PTIN |
| Phone | 5168878599 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.84.213.201 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-17 | IPDt |
| IP Tm | 16:35:24 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 49AACF11D88333E5AF8CD2A447A5814DFBCEA922 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 49AACF11D88333E5AF8CD2A447A5814DFBCEA922 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $1,575,774 | 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 |
| Dividends Rev And Expnss | $18,149 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,149 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $18,149 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $83,767 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $123,149 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $83,767 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $6,651 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $101,916 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $101,916 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $24,800 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $150 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,800 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,116 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $101,916 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $24,800 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,287 | CashBOYAmt |
| Cash EOY | $11,393 | CashEOYAmt |
| Cash EOYFMV | $11,393 | CashEOYFMVAmt |
| Other Assets BOY | $1,138,606 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,163,616 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,564,381 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,149,893 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,175,009 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,575,774 | 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 | $1,149,893 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,175,009 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,149,893 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,175,009 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,149,893 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,175,009 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,149,893 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,116 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,175,009 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,175,009 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN FUND PACIFIC FUNDS CL C | P | 2009-09-23 | 2018-01-17 | $1,000 | $0 | $643 | $357 | $357 |
| COLUMBIA LARGE CAP GROWTH FUND CLASS INSTITUTIONAL | P | 2009-09-23 | 2018-01-17 | $23,000 | $0 | $10,179 | $12,821 | $12,821 |
| FEDERATED KAUFMAN SMALL CAP FUND CLASS C | P | 2009-09-23 | 2018-01-17 | $36,000 | $0 | $23,455 | $12,545 | $12,545 |
| JP MORGAN US EQUITY FUND | P | 2009-09-23 | 2018-01-17 | $10,000 | $0 | $5,105 | $4,895 | $4,895 |
| P | $6,651 | $6,651 | $6,651 | |||||
| CAPITAL GAINS DIVIDENDS | P | $46,498 | $46,498 | $46,498 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $83,767 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,651 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $68,880 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $48,524 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.419504 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $75,975 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,164,753 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065228 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $79,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,229,127 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064273 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $110,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,512,951 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.072871 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $55,185 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,399,410 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039434 | DistributionYr5Rt |
| Total Distribution | 1.661310 | TotalDistributionRt |
| Average Distribution | 0.332262 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,573,471 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $522,805 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,019 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $523,824 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $76,650 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,038 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,038 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,038 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $1,052 | TaxDueAmt |
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 | Yes (1) | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | NEAL PILZER | IndividualWithBooksNm |
| Phone | 9142619000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WASHINGTON AVENUE | AddressLine1Txt |
| City | DOBBS FERRY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10522 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| NEAL R PILZER | ||||||||
| 200 WASHINGTON AVENUE | DOBBS FERRY | NY | 10522 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| LYNN A SOBEL | ||||||||
| 28 BEECHDALE AVENUE | DOBBS FERRY | NY | 10522 | DIRECTOR | 5.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | JACOB BURNS FILM CENTER $2,500 | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | COPD FOUNDATION $15,700 | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | HACKLEY SCHOOL $22,000 | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | THE MASTERS SCHOOL $10,000 | Description4Txt |
| Expenses4 | $0 | Expenses4Amt |
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 | $1,547,477 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,955 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,597,432 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,597,432 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,961 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,573,471 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,674 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $76,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $76,650 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1998-01-13 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $24,800 | CurrentYearAmt |
| Year1 | $2,426 | Year1Amt |
| Year2 | $11,030 | Year2Amt |
| Year3 | $28,822 | Year3Amt |
| Total | $67,078 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $21,080 | CurrentYearAmt |
| Year1 | $2,062 | Year1Amt |
| Year2 | $9,376 | Year2Amt |
| Year3 | $24,499 | Year3Amt |
| Total | $57,016 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $76,650 | CurrentYearAmt |
| Year1 | $69,250 | Year1Amt |
| Year2 | $75,975 | Year2Amt |
| Year3 | $79,675 | Year3Amt |
| Total | $301,550 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $76,650 | CurrentYearAmt |
| Year1 | $69,250 | Year1Amt |
| Year2 | $75,975 | Year2Amt |
| Year3 | $79,675 | Year3Amt |
| Total | $301,550 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year2 | $1,382,994 | Year2Amt |
| Year3 | $1,223,127 | Year3Amt |
| Total | $2,606,121 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NEAL R PILZER | ContributingManagerNm |
| Contributing Manager | LYNN A SOBEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NEAL PILZER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WASHINGTON AVENUE | AddressLine1Txt |
| City | DOBBS FERRY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10522 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9142619000 | RecipientPhoneNum |
| Form And Info And Materials | LETTER TO INCLUDE PURPOSE OF REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS THERAPY DEVELOPMENT INSTITUTE | |||||||
| 300 TECHOLOGY SQUARE | CAMBRIDGE | MA | 02139 | NONE | PC | PROVIDE FUNDING FOR RESEARCH TO END ALS | $500 |
| ANDRUS CHILDREN CENTER | |||||||
| 1156 NORTH BROADWAY | YONKERS | NY | 10701 | NONE | PC | NURTURING SOCIAL AND EMOTIONAL WELL BEING IN CHILDREN AND THEIR FAMILIES WITH A RANGE OF VITAL SERVICES BY PROVIDING RESEARCH TRAINING AND INNOVATIVE PROGRAMMING | $1,000 |
| ANIMAL RESCUE FUND OF THE HAMPTONS | |||||||
| 124 DANIELS HOLE ROAD | WAINSCOTT | NY | 11975 | NONE | PC | ARF ACTIVELY RESCUES CATS AND DOGS, PROVIDES QUALITY CARE AND OFFERS SANCTUARY UNTIL LOVING HOMES CAN BE FOUND | $500 |
| BRIDGES TO COMMUNITY | |||||||
| 95 CROTON AVENUE | OSSINING | NY | 10562 | NONE | PC | PROVIDE SUPPORT FOR HOME CONSTRUCTION, ACADEMIC PROGRAMS AND COMMUNITY PROGRAMS FOR THE NICARAGUAN COMMUNITY | $500 |
| CABRINI IMMIGRANT SERVICES | |||||||
| 21 CEDAR STREET | DOBBS FERRY | NY | 10522 | NONE | PC | TO PROVIDE FUNDING FOR ESSENTIAL SERVCICES FOR IMMIGRANTS | $100 |
| CHILDREN'S VILLAGE | |||||||
| ONE ECHO HILLS | DOBBS FERRY | NY | 10522 | NONE | PC | PROVIDE SUPPORT TO ASSIST IN THE EDUCATION, WORK TRAINING AND RELATIONSHIP DEVELOPMENT OF VULNERABLE CHILDREN | $500 |
| CLUSTER COMMUNITY SERVICES INC | |||||||
| 20 SOUTH BROADWAY 501 | YONKERS | NY | 10701 | NONE | PC | PRODVIES SHORT-TERM RESIDENTIAL PROGRAMS AND COUNSELING IN SOCIAL MATTERS | $200 |
| COLUMBIA BUSINESS SCHOOL | |||||||
| 3022 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | TO PROVIDE FUNDING FOR ACADEMIC ENDEAVORS | $500 |
| COMMUNITY NURSERY SCHOOL | |||||||
| 343 BROADWAY | DOBBS FERRY | NY | 10522 | NONE | PC | PROVIDE FUNDING FOR DEVELOPMENTALLY APPROPRIATE CURRICULUMS FOR YOUNG CHILDREN IN ALL AREAS OF A CHILD'S DEVELOPMENT | $100 |
| COPD FOUNDATION | |||||||
| 16 GUION PLACE | NEW ROCHELLE | NY | 10801 | NONE | PC | PROVIDE FUNDING TO PREVENT AND CURE CHRONIC OBSTRUCTIVE PULMONARY DISEASE | $3,200 |
| COPD FOUNDATION | |||||||
| 16 GUION PLACE | NEW ROCHELLE | NY | 10801 | NONE | PC | PROVIDE FUNDING TO PREVENT AND CURE CHRONIC OBSTRUCTIVE PULMINARY DISEASE | $10,000 |
| DOBBS FERRY FIRE DEPARTMENT | |||||||
| 112 MAIN STREET | DOBBS FERRY | NY | 10522 | NONE | PC | TO SUPPORT THE ACTIVITIES OF THE FIRE DEPARTMENT | $1,000 |
| DOBBS FERRY HISTORICAL SOCIETY | |||||||
| 12 ELM STREET | DOBBS FERRY | NY | 10522 | NONE | PC | PROVIDE FUNDING FOR THE COLLECTION AND PRESERVATION OF PRIVATE DOCUMENTS USED BY PAST GENERATIONS | $50 |
| DOBBS FERRY LIBRARY | |||||||
| 55 MAIN STREET | DOBBS FERRY | NY | 10522 | NONE | PC | PROVIDER OF BOOKS AND EDUCATIONAL PROGRAMS | $100 |
| DOBBS FERRY PAVILION OF ST JOHNS | |||||||
| 128 ASHFORD AVENUE | DOBBS FERRY | NY | 10522 | NONE | PC | PROVIDES MEDICAL CARE TO THE RESIDENTS OF THE RIVERTOWNS IN THE DOBBS FERRY NY REGIONPROVIDE FUNING FOR THE PROGRAMS OF THE LIBRARY | $2,500 |
| DOBBS FERRY PBA | |||||||
| 68 LUZERN ROAD | DOBBS FERRY | NY | 10522 | NONE | PC | PROVIDE SUPPORT FOR THE PBA ACTIVITIES | $1,000 |
| DOBBS FERRY SCHOOL FOUNDATION | |||||||
| 505 BROADWAY | DOBBS FERRY | NY | 10522 | NONE | PC | PROVIDE FUNDING FOR SELECT PROGRAMS THAT SUPPORT THE STRATEGIC GOALS FO THE DOBBS FERRY SCHOOL DISTRICT. | $100 |
| DOBBS FERRY TOUCHDOWN CLUB | |||||||
| PO BOX 26 | DOBBS FERRY | NY | 10522 | NONE | PC | PROVIDES ATHLETIC PROGRAMS FOR STUDENTS IN THE DOBBS FERRY NY SCHOOL DISTRICT | $500 |
| DOBBS FERRY VOLUNTEER AMBULANCE | |||||||
| 81 ASHFORD AVENUE | DOBBS FERRY | NY | 10522 | NONE | PC | FUND THE ACTIVITIES FO THE DOBBS FERRY VOLUNTEER AMBULANCE CORP | $500 |
| EAST HAMPTON FIRE DEPARTMENT | |||||||
| 1 CEDAR STREET | EAST HAMPTON | NY | 11937 | NONE | PC | ADMIN - 11/21/18 10:09AM WORKSHEET PRIVATE FOUNDATION | $500 |
| EAST HAMPTON MARINE PATROL | |||||||
| 131 WAINSCOTT NORTHWEST ROAD | WAINSCOTT | NY | 11975 | PC | TO PROVIDE PROGRAMS FOR WATER SAFETY | $600 | |
| EAST HAMPTON SHELLFISH HATCHERY | |||||||
| 214 FORT POND ROAD | MONTAUK | NY | 11954 | NONE | PC | PURPOSE OF ENHACING COMMERCIALLY VALUABLE MOLLUSCAN SHELLFISH STOCKS IN LOCAL WATERS | $500 |
| EAST HAMPTON TOWN PBA | |||||||
| PO BOX 1025 | EAST HAMPTON | NY | 11937 | NONE | PC | PROVIDES COMMUNITY SERVICE TO THE TOWN OF EAST HAMPTON AND OFFERS IT'S MEMBERS BENEFITS, NEWS, RESOURCES AND ACTIVITIES | $500 |
| EAST HAMPTON VILLAGE AMBULANCE | |||||||
| 1 CEDAR STREET | EAST HAMPTON | NY | 11937 | NONE | PC | PROVIDES MEDICAL TRANSPORTATION FOR RESIDENTS OF EAST HAMPTON IN NEED OF EMERGENCY TREATMENT | $500 |
| ELIZABETH MASCIA CHILDCARE CENTER | |||||||
| 171 SHELDON AVENUE | TARRYTOWN | NY | 10591 | NONE | PC | PROVIDE SPECIALIZED CLINICAL AND REHAB SERVICES TO MEDICALLY COMPLEX CHILDREN | $50 |
| GUILD HALL | |||||||
| 158 MAIN STREET | EAST HAMPTON | NY | 11937 | NONE | PC | GUILD HALL IS A CULTURAL COMPLEX HOSTING EXHIBITS THEATER, FILM SERIES, CONCERTS AND WORKSHOPS | $1,250 |
| HISTORIC HUDSON VALLEY | |||||||
| 639 BEDFORD ROAD | POCANTICO HILLS | NY | 10591 | NONE | PC | PROMOTES THE HISTORY, ARCHITECTURE AND CULTURE OF HTE HUDSON VALLEY ADVANCING ITS IMPORTANCE AND THEREBY ASSURING ITS PRESERVATION | $1,000 |
| HUDSON RIVER MUSEUM | |||||||
| 511 WARBURTON AVENUE | YONKERS | NY | 10701 | NONE | PC | THE MUSEUM PROVIDES ARET HISTORY SCIENCE AND REGIIONAL HERITAGE PROGRAMS AND EXHIBITS | $1,000 |
| IRVINGTON PRESBYTERIAN CHURCH | |||||||
| 25 NORTH BROADWAY | IRVINGTON | NY | 10533 | NONE | PC | TO PROVIDE FUNDING FOR THE CONTINUING ACTIVITIES OF THE RELIGIOUS ENTITY | $750 |
| IRVINGTON PRESBYTERIAN CHURCH | |||||||
| 25 NORTH BROADWAY | IRVINGTON | NY | 10533 | NONE | PC | TO PROVIDE FUNDING FOR THE CONTINUING ACTIVITIES OF THE RELIGIOUS ENTITY | $500 |
| JACOB BURNS FILM CENTER | |||||||
| 364 MANVILLE ROD | PLEASANTVILLE | NY | 10570 | NONE | PC | NON-PROFIT CULTURAL ARTS CENTER DEDICATED TO PRESENTING INDEPENDENT DOCUMENTARIES AND WORLD CINEMA | $2,500 |
| JCK FOUNDATION | |||||||
| 123 MAIN STREET | WOODMERE | NY | 10570 | NONE | PC | TO PROVIDE SUPPORT FOR PROGRAMMING FOR INDIVIDIUALS AFFECTED BY MENTAL ILLNESS | $2,500 |
| JUVENILE DIABETES RESEARCH | |||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | NONE | PC | PROVIDE FUNDING FOR THE RESEARCH REQUIRED TO FIND A CURE TO END JUVENILE DIABETES | $250 |
| LATINO U COLLEGE ACCESS | |||||||
| 75 VIRGINIA ROAD | WHITE PLAINS | NY | 10603 | NONE | PC | EMPOWER FIRST GENERATION LATINO YOUTH TO ENROLL AND GRADUATE FROM COLLEGE BY PROVIDING STUDENTS WITH THE KNOWLEDGE AND SUPPORT THEY NEED TO ACHIEVE THEIR DREAMS. | $500 |
| LYNDHURST RESTORATION | |||||||
| 635 SOUTH BROADWAY | TARRYTOWN | NY | 10591 | NONE | PC | FUNDS FOR THE RESTORATION OF THE LYNDHURST GREENHOUSE UNDER THE AUSPICES OF THE NATIONAL HISTORIC TRUST | $100 |
| NATIONAL COUNCIL ON ALOCHOLISM & DRUG DEP | |||||||
| 217 BROADWAY | NEW YORK | NY | 10007 | NONE | PC | FUNDING TO PREVENT ALOCHOLIS DRUG ADDICTION AND THE RELATED CONSEQUENCES. | $500 |
| NETWORK FOR TEACHING ENTRENEURSHIP | |||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | PC | FUNDING TO PROVIDE PROGRAMS TO ENABLE YOUNG ADULTS TO SUCCEED IN THE BUSINESS WORLD AS ENTREPRENEURS | $500 |
| O'CONNOR FOUNDATION | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | PC | TO PROVIDE SCHOLARSHIPS TO STUDENTS FROM DELAWARE COUNTY | $500 |
| PECONIC LAND TRUST | |||||||
| 296 NY 27A | SOUTHHAMPTON | NY | 11968 | NONE | PC | INVOLVED IN THE CONSERVATION OF LONG ISLAND'S WORKING FARMS NATURAL LANDS AND HERITAGE | $500 |
| PETER C ALDERMAN FOUNDATION | |||||||
| 41 GREAT HILLS ROAD | BEDFORD | NY | 10506 | NONE | PC | THE FOUNDATION IS DEDICATED TO HUMANITARIAN AND SOCIAL INNOVATION OBJECTIVES WITH OPERATIONS IN AFRICA AND ASIA. IT IMPLEMENTS PROGRAMS TO STRENGTHEN MENTAL HEALTH AND RECOVERY FOR COMMUNITIES DEVASTATED BY VIOLENCE AND ARMED CONFLICT | $500 |
| PHELPS MEMORIAL HOSPITAL | |||||||
| 701 NORTH BROADWAY | SLEEPY HOLLOW | NY | 10591 | NONE | PC | HELP TO FUND SERVICES TO MAINTAIN THE PHYSICAL HEALTH OF THE COMMUNITY AT LARGE | $150 |
| SCENIC HUDSON PARK | |||||||
| ONE CIVIC CENTER PLAZA | POUGHKEEPSIE | NY | 12601 | NONE | PC | PROVIDE FUNDING FOR THE TRANSFORMATION OF A FORMER INDUSTRIAL PARK INTO A COMMUNITY PARK | $100 |
| SMITH COLLEGE SCHOOL OF SOCIAL WORK | |||||||
| LILY HALL | NORTHHAMPTON | MA | 01063 | NONE | PC | TO FUND GRADUATE SOCIAL WORK EDUCATION FOR MEN AND WOMEN AROUND THE WORLD | $100 |
| ST CHRISTOPHERS SCHOOL | |||||||
| 71 BROADWAY | DOBBS FERRY | NY | 10522 | NONE | PC | TO PROVIDE FUNDS FOR SCHOLARSHIPS AND ADDITONAL ACADEMIC ENDEAVORS | $150 |
| STONE BARNES CENTER FOR EDUCATION | |||||||
| 630 BEDFORD ROAD | POCANTICO HILLS | NY | 10591 | NONE | PC | TO PROVIDE FUNDING TO CREATE A HEALTHY AND SUSTAINABLE FOOD SYSTEM | $1,000 |
| STRATTON COMMUNITY FOUNDATION | |||||||
| PO BOX 523 | STRATTON MT | VT | 05155 | NONE | PC | TO SUPPORT THE FOUNDATION'S COMMUNITY FOOD PANTRIES, EDUCATIONAL GROUPS AND FUNDING TO CARE FOR THE HEALTH AND WELL BEING OF DISADVANTAGED CHILDREN | $500 |
| THE CLAMSHELL FOUNDATION | |||||||
| PO BOX 2725 | EAST HAMPTON | NY | 11937 | NONE | PC | ENRICH LIVES OF OTHERS BY FOSTERING EDUCATION IN HEALTH, CULTURAL AND ENVIRONMENTAL FIELDS OF ENDEAVOR | $500 |
| THE GREATER IRVINGTON LAND CONSERVANCY FOUNDATION INC | |||||||
| 61 FIELD TERRACE | IRVINGTON | NY | 10533 | NONE | PC | TO PROVIDE FUNDING FOR THE PRESERVATION OF NATURAL RESOURCES | $500 |
| THE HACKLEY SCHOOL | |||||||
| 293 BENEDICT AVENUE | TARRYTOWN | NY | 10591 | NONE | PC | TO PROVIDE SCHOLARSHIP FUNDING FOR STUDENTS IN NEED | $6,000 |
| THE HACKLEY SCHOOL | |||||||
| 293 BENEDICT AVENUE | TARRYTOWN | NY | 10591 | NONE | PC | TO PROVIDE SCHOLARSHIP FUNDING FOR STUDENTS IN NEED | $10,000 |
| THE MASTERS SCHOOL | |||||||
| 49 CLINTON AVENUE | DOBBS FERRY | NY | 10522 | NONE | PC | TO PROVIDE FUNDS FOR SCHOLARSHIPS AND ADDITONAL ACADEMIC ENDEAVORS | $10,000 |
| THE MASTERS SCHOOL | |||||||
| 49 CLINTON AVENUE | DOBBS FERRY | NY | 10591 | NONE | PC | TO PROVIDE FUNDS FOR SCHOLARSHIPS AND ADDITONAL ACADEMIC ENDEAVORS | $6,000 |
| THE RETREAT | |||||||
| 13 GOODFRIEND ROAD | EAST HAMPTON | NY | 11937 | NONE | PC | PROVIDES A SAFE HAVEN FOR VICTIMS OF DOMESTIC VIOLENCE AND SEXUAL ASSAULTS | $500 |
| THE THURSDAY CLUB | |||||||
| 1224 SANTA BARBARA STREET | SAN DIEGO | CA | 92107 | NONE | PC | FACILITATE FUNDRAISING EVENT FOR A NON-PROFIT ENTITY | $800 |
| WESTCHESTER CHILDRENS ASSOCIATION | |||||||
| 470 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | NONE | PC | PROVIDE FUNDING FOR PROGRAMS TO IMPROVE THE LIVES OF UNDERPRIVILGED CHILDREN | $1,000 |
| WESTCHESTER COMMUNITY COLLEGE | |||||||
| 75 GRASSLANDS ROAD | VALHALLA | NY | 10595 | NONE | PC | TO PROVIDE FUNDS FOR THE CONTINUATION OF ACADEMIC SCHOLARSHIPS | $500 |
| WHITE PLAINS HOSPITAL | |||||||
| 41 EAST POST ROAD | WHITE PLAINS | NY | 10601 | NONE | PC | TO PROVIDE MEDICAL CARE AND RESEARCH FOR THE COMMUNITY | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,650 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $18,149 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $83,767 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $101,916 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $101,916 | 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 |
|---|---|
| 4 | INCOME IS GENERATED BY ASSETS HELD FOR CHARITABLE PURPOSES |
| 8 | INCOME IS GENERATED BY ASSETS HELD FOR CHARITABLE PURPOSES |
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 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (9 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN EURO PACIFICA FUND | $117,583 | $125,859 | $168,979 |
| BLACKROCK GLOBAL ALLOC FD IN CL C | $142,427 | $149,386 | $155,109 |
| COLUMBIA LARGE CAP GROWTH FUND CL Z | $102,114 | $103,452 | $202,056 |
| DELAWARE EMERGING MARKETS FUND CL C | $104,385 | $106,104 | $151,914 |
| DREYFUS NATURAL | $90,975 | $90,975 | $119,575 |
| FEDERATED KAUFMAN SMALL CAP FUND CL C | $147,654 | $138,887 | $223,771 |
| INVESCO DEVELOPING MARKETS FUND CL C | $102,367 | $102,374 | $127,457 |
| JP MORGAN CORE BOND FUND CL A | $221,194 | $227,216 | $220,529 |
| JP MORGAN EQUITY FUND CL A | $109,907 | $119,363 | $194,991 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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