MAJOR FAMILY TRUST: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MAJOR FAMILY TRUST (EIN 13-7221394)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-15
- IRS object ID
- 201813199349100801
- 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 | 2018-11-15T09:28:44-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORFMAN MIZRACH & THALER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 ROUTE ONE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137221394 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAJOR FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARTIN MAJOR | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARTIN MAJOR | InCareOfNm |
| Business Name Control | MAJO | BusinessNameControlTxt |
| Phone | 9149231120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 CHESTNUT HILL LN | AddressLine1Txt |
| City | BRIARCLIFF MANOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN MAJOR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7324041860 | PhoneNum |
| Signature | 2018-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FREDERIC THALER | PreparerPersonNm |
| PTIN | P00664524 | PTIN |
| Phone | 7324041860 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 20757420183195000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F27C366F4116C827324779D8CFA647567E07282F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CD2173A43874EAC0F7512A7DC83F3513D1773545 | 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 | $1,566,409 | 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 | $250,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $37,860 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,860 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $37,860 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$11,918 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $249,326 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $275,942 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,860 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $37,860 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $400 | AccountingFeesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $10,622 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,622 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $10,622 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,022 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,022 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $11,022 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $522,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $522,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $533,022 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,022 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $11,022 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $522,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$257,080 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,838 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $26,838 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $347,212 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,236 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,236 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,418,046 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,459,942 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,518,173 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,765,258 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,508,178 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,566,409 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,765,258 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,508,178 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,765,258 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,508,178 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,765,258 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,508,178 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,765,258 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$257,080 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,508,178 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,508,178 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 14400.221 SH PRUDENTIAL SHORT | 2018-04-19 | $155,522 | $160,500 | -$4,978 | -$4,978 |
| 2257.336 SH MAINGATE MLP | 2018-05-29 | $18,804 | $25,744 | -$6,940 | -$6,940 |
| 75M PACCAR FINL CORP SR | 2018-05-18 | $75,000 | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$11,918 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $328,560 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,533,543 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.214249 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $347,541 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $948,752 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.366314 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $66,180 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $575,693 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.114957 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $67,663 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $83,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $70,051 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.184851 | DistributionYr5Rt |
| Total Distribution | 1.880371 | TotalDistributionRt |
| Average Distribution | 0.376074 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,725,830 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $649,040 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $268 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $649,308 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $522,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $537 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $537 | SubtotalAmt |
| Tax Based On Investment Income | $537 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,005 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,005 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,468 | OverpaymentAmt |
| Applied To ES Tax | $3,468 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN MAJOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9149231120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 CHESTNUT HILL LN | AddressLine1Txt |
| City | BRIARCLIFF MANOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|---|---|
| MARTIN MAJOR | ||||||||
| 25 CHESTNUT HILL LANE | BRIARCLIFF | NY | 10510 | PRESIDENT | 0 | $0 | $0 | $0 |
| SHEILA MAJOR | ||||||||
| 25 CHESTNUT HILL LANE | BRIARCLIFF MANOR | NY | 10510 | VICE PRESIDENT | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,513,397 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $238,715 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,752,112 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,752,112 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,282 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,725,830 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,292 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,292 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $537 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $537 | TotalTaxAmt |
| Distributable Before Adj | $85,755 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $85,755 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $85,755 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $522,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $522,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $522,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,755 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $79,497 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $41,771 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $300,221 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $252,195 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $673,684 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $522,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $85,755 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $436,245 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,109,929 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $79,497 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,030,432 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $41,771 | ExcessFromYear3Amt |
| Excess From Year2 | $300,221 | ExcessFromYear2Amt |
| Excess From Year1 | $252,195 | ExcessFromYear1Amt |
| Excess From Current Year | $436,245 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARTIN AND SHEILA MAJOR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| HUDSON VALLEY SHAKESPEARE FESTIVAL | ||||||||
| 143 Main St | COLD SPRING | NY | 10516 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| MEMORIAL SLOAN KETTERING HOSPITAL | ||||||||
| 1275 York Avenue | NEW YORK | NY | 10065 | NONE | PC | GENERAL CHARITABLE PURPOSES | $300,000 | |
| STONE BARNS CENTER FOR FOOD | ||||||||
| 630 Bedford Rd | TARRYTOWN | NY | 10591 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| OREGON WILD | ||||||||
| 5825 N Greeley Ave | PORTLAND | OR | 97217 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,000 | |
| OUR FAMILY FARMS | ||||||||
| 324 Wells St | GREENFIELD | MA | 01301 | NONE | GENERAL CHARITABLE PURPOSES | $2,000 | ||
| KS WILD | ||||||||
| PO Box 102 | ASHLAND | OR | 97520 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| DURAL OP | ||||||||
| 1720 E 13th Avenue Suite 410 | eugene | OR | 97403 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 Washington Ave | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| ROGUE RIVER | ||||||||
| 89 Alder Street | CENTRAL POINT | OR | 97502 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,000 | |
| CLDC | ||||||||
| 1430 Willamette St 359 | EUGENE | OR | 97401 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| 350 PDX | ||||||||
| 1820 NE 21st Ave | PORTLAND | OR | 97212 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| ROGUE FARM CORP | ||||||||
| PO BOX 533 | ASHLAND | OR | 97520 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,000 | |
| LOTUS RISING | ||||||||
| 1314 Center Dr | MEDFORD | OR | 97501 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| WILD SOLMON CENTER | ||||||||
| 721 NW NINTH AVE | PORTLAND | OR | 97209 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 | SUITE 300 |
| EARTH JUSTICE | ||||||||
| 48 Wall Street 15th Floor | NEW YORK | NY | 10005 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| OREGON NATIONAL DESERT ASSOC | ||||||||
| 50 SW Bond Street Suite 4 | BEND | OR | 97702 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,000 | |
| ACLU | ||||||||
| 125 Broad Street 18th Floor | NEW YORK | NY | 10004 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| PLANNED PARENTHOOD | ||||||||
| 114 University Avenue | ROCHESTER | NY | 14605 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| DEMOCRACY NOW | ||||||||
| 207 West 25th Street 11th floor | NEW YORK | NY | 10001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,000 | |
| UNITE OREGON | ||||||||
| 700 N Killingsworth St | PORTLAND | OR | 97217 | NONE | PC | GENERAL CHARITABLE PURPOSES | $8,000 | |
| ASHLAND COMMUNITY HOSPITAL | ||||||||
| 280 Maple St | ASHLAND | OR | 97520 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $522,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,860 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$11,918 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $25,942 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,942 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | JOEL AND YVETTE MALLAH FAMILY FOUND | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 479 GREENBRIAR CT | AddressLine1Txt |
| City | NORTH HILLS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11576 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $250,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FILING FEES | $250 | $250 | $250 |
| INVESTMENT FEES | $10,372 | $10,372 | $10,372 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |