BITAR FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BITAR FOUNDATION (EIN 26-3263340)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-22
- IRS object ID
- 201811429349100416
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-22T14:10:36-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 518 TOWNSHIP LINE ROAD SUITE 300 | AddressLine1Txt |
| City | BLUE BELL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19422 | 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 | 263263340 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BITAR FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BITA | BusinessNameControlTxt |
| Phone | 2125354041 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 EAST 91ST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE A BITAR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2125354041 | PhoneNum |
| Signature | 2018-05-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN S HILL | PreparerPersonNm |
| PTIN | P00649865 | PTIN |
| Phone | 2156418600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,837,393 | 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 | $3,420 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $100 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $100 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $66,385 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,218 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $127,510 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $469,678 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $127,510 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $197,415 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $193,828 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,155 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,946 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,831 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,532 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,532 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,633 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,363 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $94,905 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $94,905 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $112,538 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,363 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $94,905 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $84,877 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $179,465 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,047 | CashBOYAmt |
| Cash EOY | $45,403 | CashEOYAmt |
| Cash EOYFMV | $45,403 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,364,731 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,433,590 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,791,990 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,394,778 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,478,993 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,837,393 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,394,778 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,478,993 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,394,778 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,478,993 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,394,778 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,478,993 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,394,778 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $84,877 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,479,655 | SubtotalAmt |
| Other Decreases | $662 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,478,993 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| ML #3108 | $65,450 | $56,788 | $8,662 | $8,662 | |
| ML #3108 | $361,499 | $283,118 | $78,381 | $78,381 | |
| ML #04P02 | $41,612 | $2,262 | $39,350 | $39,350 | |
| CAPITAL GAINS DIVIDENDS | $1,117 | $1,117 | $1,117 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $127,510 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $73,058 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,687,672 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043289 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $57,631 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,595,419 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036123 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $85,945 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,553,797 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055313 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $347,759 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.002876 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $85,232 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041064 | DistributionYr5Rt |
| Total Distribution | 0.178665 | TotalDistributionRt |
| Average Distribution | 0.035733 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,780,600 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $63,626 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,795 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $65,421 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $94,905 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,795 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,795 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,795 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $56 | EsPenaltyAmt |
| Tax Due | $1,851 | 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 | 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 | GEORGE A BITAR | IndividualWithBooksNm |
| Phone | 2125354041 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 EAST 91ST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE A BITAR | ||||||||
| 135 EAST 91ST STREET | NEW YORK | NY | 10128 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| CLAUDIA FLEMING | ||||||||
| 135 EAST 91ST STREET | NEW YORK | NY | 10128 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SALIM HADDAD | ||||||||
| 813 WEST 11 STREET SUITE C | AUSTIN | TX | 78701 | TRUSTEE | 0.00 | $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 |
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 | $1,736,739 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,977 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,807,716 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,807,716 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,116 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,780,600 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,030 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,030 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,795 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,795 | TotalTaxAmt |
| Distributable Before Adj | $87,235 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $87,235 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $87,235 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $94,905 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $94,905 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,795 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $93,110 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,235 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,955 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $94,905 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,955 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $82,950 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,285 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGE A BITAR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GEORGE A BITAR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 EAST 91ST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2125354041 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTION AGAINST HUNGER | |||||||
| 1 WHITEHAT STREET 2ND FL | NEW YORK | NY | 10004 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $6,450 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVENUE FLOOR 17 | CHICAGO | IL | 60601 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $500 |
| CHALLENGED ATHLETES INC | |||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $5,000 |
| COLUMBIA UNIVERSITY | |||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $10,000 |
| EPARCHY OF SAINT MARON OF BROOKLYN | |||||||
| 109 REMSEN STEET | BROOKLYN | NY | 11201 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $2,500 |
| EVERY MOTHER COUNTS | |||||||
| 180 VARICK STREET SUITE 1116 | NEW YORK | NY | 10014 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $500 |
| GUNN MEMORIAL LIBRARY | |||||||
| 5 WYKEHAM ROAD PO BOX 1273 | WASHINGTON | CT | 06793 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $1,050 |
| LUNG CANCER RESEARCH | |||||||
| 155 E 55TH STREET SUITE 6H | NEW YORK | NY | 10022 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $1,000 |
| LYCEE FRANCAIS DE NEW YORK | |||||||
| 505 EAST 75TH STREET | NEW YORK | NY | 10021 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $38,000 |
| MY SISTER'S KEEPER (MSK) FOUNDATION | |||||||
| 2890 GA-212 124 | CONYERS | GA | 30094 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $555 |
| PARK AVENUE ARMORY | |||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $3,050 |
| PAYPAL GIVING FUND | |||||||
| 1250 I STREET NW SUITE 1202 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $19,800 |
| STEEP ROCK ASSOCIATION | |||||||
| PO BOX 279 | WASHINGTON DEPOT | CT | 06794 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $2,000 |
| THE JEFFREY AHN JR FELLOWSHIP INC | |||||||
| 444 E 57TH ST APT 14F | NEW YORK | NY | 10022 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $1,000 |
| UNITED NATIONS CHILDREN'S FUND (UNICEF) | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $1,500 |
| WASHINGTON AMBULANCE ASSOCIATION | |||||||
| 2 BRYAN PLAZA | WASHINGTON DEPOT | CT | 06794 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $94,905 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,385 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $127,510 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $193,995 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $193,995 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | GAIN ON SALE OF INVESTMENTS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RSM US, LLP | CategoryTxt |
| Amt | $1,155 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EURONET WORLDWIDE INC | $12,033 | $224,158 |
| ALTRIA | $45,788 | $73,695 |
| ASTRAZENECA PLC | $45,554 | $51,113 |
| ABBVIE | $27,382 | $41,875 |
| AT&T | $71,652 | $82,814 |
| AMN ELEC POWER CO | $13,784 | $20,085 |
| BP PLC | $45,407 | $42,913 |
| BCE INC | $64,748 | $67,982 |
| CHEVRON | $56,613 | $63,972 |
| CROWN CASTLE REIT | $44,864 | $53,618 |
| COCA-COLA | $59,322 | $65,104 |
| DOMINION RES INC NEW VA | $52,580 | $59,498 |
| DUKE ENERGY | $42,788 | $51,055 |
| EXXON | $51,602 | $59,217 |
| GLAXOSMITHKLINE | $64,073 | $48,310 |
| GENERAL MILLS | $30,177 | $32,669 |
| KIMBERLY CLARK | $24,942 | $28,596 |
| MERCK | $33,450 | $33,087 |
| NATIONAL GRID PLC | $59,663 | $47,518 |
| OCCIDENTAL PETE CORP | $45,220 | $49,205 |
| PPL CORP | $32,446 | $32,683 |
| PHILIP MORRIS INTL | $48,586 | $62,756 |
| PEPSICO INC | $13,312 | $18,947 |
| PROCTOR & GAMBLE | $27,950 | $33,904 |
| REALTY INCM CRP MD | $9,839 | $13,799 |
| SANOFI ADR | $25,929 | $26,359 |
| WELLTOWER INC | $22,885 | $25,062 |
| SOUTHERN COMPANY | $20,496 | $22,939 |
| TOTAL S.A. | $41,245 | $44,113 |
| VENTAS INC | $24,080 | $25,204 |
| VERIZON COMMUNICATIONS | $77,752 | $88,181 |
| VODAFONE GROUP | $82,351 | $78,857 |
| BRITISH AMN TOBACCO | $19,841 | $20,164 |
| CANADIAN IMPERIAL BANK | $30,664 | $33,996 |
| PUBLIC STORAGE | $29,635 | $29,678 |
| PUB SVC ENTERPRISE | $19,700 | $22,660 |
| UNITED PARCEL | $15,237 | $16,204 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $662 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ML FEES | $12,105 | $12,105 | $0 |
| EMA ANNUAL FEE | $150 | $150 | $0 |
| ADR FEE | $277 | $277 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NY FILING FEE | $250 | $0 | $0 |
| EXCISE TAX ON INVESTMENT INCOME | $1,865 | $0 | $0 |
| FOREIGN DIVIDEND TAX | $1,831 | $1,831 | $0 |