THE ROBERT M ABRAMSON FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE ROBERT M ABRAMSON FOUNDATION INC (EIN 13-3298527)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-30
- IRS object ID
- 201833039349100228
- Schema version
- 2017v2.2
- 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
- Compensation Explanation
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-30T10:21:58-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263748765 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RRC CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Dutch Hill Road Suite 210 | AddressLine1Txt |
| City | Orangeburg | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10962 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133298527 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT M ABRAMSON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 8453572215 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ARNOLD REITER 75 MONTEBELLO RD | AddressLine1Txt |
| City | SUFFERN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARNOLD E REITER | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2018-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | William Carbonari | PreparerPersonNm |
| PTIN | P00908639 | PTIN |
| Phone | 8456271040 | PhoneNum |
| 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 | $735,259 | 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 | $23 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $142 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $142 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $837 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,979 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $837 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,279 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $4,281 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,002 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $39,286 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $39,286 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,219 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $7,610 | LegalFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,210 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,112 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $98 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $68,715 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,112 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,994 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,715 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,112 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $81,994 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$99,434 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,993 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,655 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,655 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,026 | CorporateStockBOYAmt |
| Corporate Stock EOY | $34,710 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,710 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $758,132 | OtherAssetsBOYAmt |
| Other Assets EOY | $697,894 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $697,894 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $773,151 | TotalAssetsBOYAmt |
| Total Assets EOY | $735,259 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $735,259 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $773,151 | CapitalStockBOYAmt |
| Capital Stock EOY | $735,259 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $773,151 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $735,259 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $773,151 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $735,259 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $773,151 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$99,434 | ExcessRevenueOverExpensesAmt |
| Other Increases | $61,542 | OtherIncreasesAmt |
| Subtotal | $735,259 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $735,259 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 78.285 GMG DEFENSIVE BETA FUND | P | 2010-01-09 | 2017-01-09 | $769 | $828 | -$59 | -$59 |
| 132.463 DOUBLELINE TOTAL RET BOND | P | 2017-05-22 | 2017-05-22 | $1,420 | $1,397 | $23 | $23 |
| 20.561 DOUBLELINE TOTAL RET BOND | P | 2017-10-04 | 2017-10-04 | $220 | $219 | $1 | $1 |
| 148.098 FIDELITY PURITAN | P | 2017-05-22 | 2017-05-22 | $3,270 | $3,203 | $67 | $67 |
| 29.652 FIDELITY PURITAN | P | 2017-10-04 | 2017-10-04 | $690 | $641 | $49 | $49 |
| 60.131 PAX WORLD SMALL CAP | P | 2017-05-22 | 2017-05-22 | $920 | $918 | $2 | $2 |
| 13.258 PAX WORLD SMALL CAP | P | 2017-10-04 | 2017-10-04 | $210 | $202 | $8 | $8 |
| 152.033 PIMCO INCOME FUND CL D | P | 2017-05-22 | 2017-05-22 | $1,870 | $1,845 | $25 | $25 |
| 21.689 PIMCO INCOME FUND CL D | P | 2017-10-04 | 2017-10-04 | $270 | $263 | $7 | $7 |
| 12.85 T ROWE PRICE CAP APPRECIATION | P | 2010-05-22 | 2017-05-22 | $363 | $348 | $15 | $15 |
| 104.401 T ROWE PRICE CAP APPRECIATION | P | 2017-05-22 | 2017-05-22 | $2,947 | $2,812 | $135 | $135 |
| 25.45 T ROWE PRICE CAP APPRECIATION | P | 2017-10-04 | 2017-10-04 | $750 | $685 | $65 | $65 |
| 52.89 T ROWE PRICE CAP APPRECIATION | P | 2010-01-01 | 2017-01-09 | $1,400 | $1,079 | $321 | $321 |
| 52.386 TWEEDY BROWNE GLOBAL VALUE | P | 2017-05-22 | 2017-05-22 | $1,460 | $1,381 | $79 | $79 |
| 10.608 TWEEDY BROWNE GLOBAL VALUE | P | 2017-10-04 | 2017-10-04 | $300 | $280 | $20 | $20 |
| 19.482 VALUE LINE SMALL CAP | P | 2017-05-22 | 2017-05-22 | $940 | $919 | $21 | $21 |
| 4.472 VALUE LINE SMALL CAP | P | 2017-10-04 | 2017-10-04 | $230 | $211 | $19 | $19 |
| 102.187 VANGUARD HIGH DIVID YLD INDEX | P | 2017-05-22 | 2017-05-22 | $3,130 | $3,173 | -$43 | -$43 |
| 23.773 VANGUARD HIGH DIVID YLD INDEX | P | 2017-10-04 | 2017-10-04 | $770 | $738 | $32 | $32 |
| Capital Gain Dividends | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $837 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARNOLD E REITER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8453572215 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 MONTEBELLO ROAD | AddressLine1Txt |
| City | SUFFERN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10901 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| ARNOLD E REITER | ||||||
| 75 MONTEBELLO ROAD | SUFFERN | NY | 10901 | Director | 0.00 | $0 |
| DANIEL O CATANEO | ||||||
| 18 FAIRVIEW DRIVE | ROCKAWAY | NJ | 07866 | Director | 3.50 | $39,286 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $754,580 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,566 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $768,146 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $768,146 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,522 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $756,624 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,831 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,831 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $37,831 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $37,831 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $37,831 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $81,994 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $81,994 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $81,994 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,831 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $29,774 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $55,081 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $84,855 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $81,994 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,831 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $44,163 | RemainingDistriFromCorpusAmt |
| Total Corpus | $129,018 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $129,018 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $29,774 | ExcessFromYear2Amt |
| Excess From Year1 | $55,081 | ExcessFromYear1Amt |
| Excess From Current Year | $44,163 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| The Dalcroze Center | ||||||
| 74 LINCOLN AVE | ARDSLEY | NY | 10502 | PC | MUSIC EDUCATION | $7,000 |
| THE DOME PROJECT | ||||||
| 486 AMSTERDAM AVENUE | NEW YORK | NY | 10024 | PC | EDUCATION FOR THE CHALLENGED YOUTH | $4,000 |
| FRACTURED ATLAS OUTREACH PROGRAM | ||||||
| 248 WEST 35TH STREET | NEW YORK | NY | 10001 | PC | SUPPORT FOR ARTISTS | $7,500 |
| THE ISADORA DUNCAN DANCE CO | ||||||
| 141 WEST 26TH STREET 3RD FL | NEW YORK | NY | 10001 | PC | FOR DANCE PERFORMANCES | $3,000 |
| BARNERT TEMPLE | ||||||
| 747 Route 208 South | FRANKLIN LAKES | NJ | 07417 | PF | RELIGIOUS | $5,500 |
| SOUTHAMPTON CULTURAL CENTER | ||||||
| 25 POND LANE | SOUTHAMPTON | NY | 11968 | PC | RISING STARS PIANO SERIES - To provide performance, exhibition; and compelling arts and cultural education opportunities | $2,000 |
| BROOKLYN CHILDREN'S THEATRE | ||||||
| 135 Prospect Park SW B7 | Brooklyn | NY | 11218 | PC | Brings together youth from diverse backgrounds to learn and grow through the collaborative art of musical theatre. | $5,000 |
| REDWOOD CREDIT UNION COMMUNITY FUND | ||||||
| 3033 CLEVELAND AVENUE 100 | SANTA ROSA | CA | 95403 | PC | NORTH BAY FIRE RELIEF FUND | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $142 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $837 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $3,279 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,281 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,281 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL O CATANEO | PersonNm |
| Short Explanation | COMPENSATION IS FOR SERVICES TO PRODUCE A BOOK ON THE LIFE AND ACCOMPLISHMENTS OF ROBERT ABRAMSON, THE FOUNDER. | ShortExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $15,219 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,610 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JACKSON NATIONAL LIFE ANNUITY | $213,112 | $179,809 | $179,809 |
| PRUDENTIAL ANNUITY | $545,020 | $518,085 | $518,085 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNT FEES | $30 | $30 | |
| ASSET MANAGEMENT FEES | $14,082 | $14,082 | |
| BANK CHARGES | $98 | $98 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Revenue And Expenses Per Books | $3,279 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS REFUND - BACKUP WITHHOLDING | Desc |
| Amt | $4,964 | Amt |
Comments