BURTON FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BURTON FOUNDATION (EIN 13-3975899)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-07
- IRS object ID
- 201821279349100957
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-07T12:25:39-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORIAN A VERGOS & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 363 7th Avenue - 13th Floor | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | 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 | 133975899 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BURTON FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O DORIAN ALEX VERGOS & CO LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BURTON B STANIAR | InCareOfNm |
| Business Name Control | BURT | BusinessNameControlTxt |
| Phone | 2123434000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 363 SEVENTH AVENUE 13TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BURTON B STANIAR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2123074800 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DORIAN A VERGOS | PreparerPersonNm |
| PTIN | P00085651 | PTIN |
| Phone | 2123074800 | PhoneNum |
| Preparation | 2018-05-15 | PreparationDt |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,434,717 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $27,362 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,362 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $43,843 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $200,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,843 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $71,205 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $71,205 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $22,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,647 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $647 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10,469 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,469 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $34,616 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,366 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $173,695 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $173,695 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $208,311 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,366 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $184,945 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$137,106 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,839 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $62,735 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,140 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,140 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $658,878 | CorporateStockBOYAmt |
| Corporate Stock EOY | $635,577 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $757,302 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $706,229 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $600,019 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $622,275 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,427,842 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,290,736 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,434,717 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,427,842 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,290,736 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,427,842 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,290,736 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,427,842 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,290,736 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,427,842 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$137,106 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,290,736 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,290,736 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 1,179.08 SHS PACE INTERNATIONAL EMERGING MARKETS EQUITY INVESTMENTS | P | $15,205 | $15,308 | -$103 | -$103 |
| 762.133 SHS PACE INTERMEDIATE FIXED INCOME INVESTMENTS | P | $9,304 | $9,435 | -$129 | -$131 |
| 472.561 SHS PACE GLOBAL FIXED INCOME INVESTMENTS FUND | P | $4,749 | $4,995 | -$215 | -$246 |
| 253.061 SHS PACE GLOBAL REAL ESTATE SECURITIES INVESTMENTS | P | $1,860 | $1,855 | $5 | $5 |
| 396.393 SHS PACE HIGH YIELD INVESTMENTS | P | $3,972 | $4,003 | -$5 | -$31 |
| 1,516.588 SHS PACE ALTERNATIVE STRATEGIES INVESTMENTS | P | $16,000 | $15,879 | $121 | $121 |
| 882.096 SHS PACE INTERNATIONAL EQUITY INVESTMENTS | P | $14,140 | $11,784 | $2,356 | $2,356 |
| 675.176 SHS PACE INTERNATIONAL EMERGING MARKETS EQUITY INVESTMENT | P | $8,129 | $8,188 | -$59 | -$59 |
| 450.988 SHS PACE LARGE CO GROWTH EQUITY INVESTMENTS | P | $11,640 | $7,477 | $4,163 | $4,163 |
| 502.374 SHS PACE LARGE CO VALUE EQUITY INVESTMENTS | P | $11,640 | $6,642 | $4,998 | $4,998 |
| 2,758.50 SHS PACE GLOBAL FIXED INCOME INVESTMENTS FUND | P | $26,740 | $30,749 | -$4,009 | -$4,009 |
| 555.926 SHS PACE SMALL/MEDIUM CO GROWTH EQUITY INVESTMENTS | P | $9,392 | $7,299 | $2,093 | $2,093 |
| 517.613 SHS PACE SMALL/MEDIUM CO VALUE EQUITY INVESTMENTS | P | $11,005 | $7,324 | $3,681 | $3,681 |
| 1,069.953 SHS PACE STRATEGIC FIXED INCOME INVESTMENTS | P | $14,567 | $14,172 | $395 | $395 |
| 1,324.384 SHS PACE MORTGAGE BACKED SECURITIES FIXED INCOME | P | $16,897 | $17,077 | -$180 | -$180 |
| 2,481.066 SHS PACE HIGH YIELD INVESTMENTS | P | $24,760 | $22,599 | $2,161 | $2,161 |
| CAPITAL GAIN DIVIDENDS | P | $28,570 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,843 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $188,309 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,233,795 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.152626 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $204,997 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,429,183 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.143436 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $246,928 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,618,037 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.15261 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $173,317 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,447,881 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.119704 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $195,028 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,291,319 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.15103 | DistributionYr5Rt |
| Total Distribution | 0.719406 | TotalDistributionRt |
| Average Distribution | 0.143881 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,434,138 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $206,345 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $488 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $206,833 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $184,945 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $977 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $977 | SubtotalAmt |
| Tax Based On Investment Income | $977 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,060 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,060 | TotalPaymentsAndCreditsAmt |
| Overpayment | $83 | OverpaymentAmt |
| Applied To ES Tax | $83 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURTON B STANIAR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123434000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | KNOLL INC 76 9TH AVE 11TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BURTON B STANIAR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | KNOLL INC 76 NINTH AVENUE 11TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,378,003 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,975 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,455,978 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,455,978 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,840 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,434,138 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,707 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,707 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $977 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $977 | TotalTaxAmt |
| Distributable Before Adj | $70,730 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $70,730 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $70,730 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $184,945 | 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 | $184,945 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $184,945 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,730 | 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 | $130,640 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $106,609 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $168,854 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $135,268 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $128,341 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $669,712 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $184,945 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $70,730 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $114,215 | RemainingDistriFromCorpusAmt |
| Total Corpus | $783,927 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $130,640 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $653,287 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $106,609 | ExcessFromYear4Amt |
| Excess From Year3 | $168,854 | ExcessFromYear3Amt |
| Excess From Year2 | $135,268 | ExcessFromYear2Amt |
| Excess From Year1 | $128,341 | ExcessFromYear1Amt |
| Excess From Current Year | $114,215 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MR BURTON B STANIAR | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED STATEMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED STATEMENT | AddressLine1Txt |
| Address Line2 | SEE ATTACHED STATEMENT | AddressLine2Txt |
| City | SEE ATTACHED STATEMENT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | FOR THE ORGANIZATION'S CHARITABLE USE | GrantOrContributionPurposeTxt |
| Amt | $173,695 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $173,695 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,362 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $43,843 | 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 | $71,205 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,205 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $22,500 | Amt |
| Net Investment Income | $11,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,250 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES PORTFOLIO | StockNm |
| EOY Book Value | $635,577 | EOYBookValueAmt |
| EOYFMV | $757,302 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS PACE SELECT FIXED INCOME | $433,010 | $438,640 |
| UBS PACE SELECT | $167,009 | $183,635 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES | $10,219 | $10,219 |
| NY DEPARTMENT OF LAW | $250 | $250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $647 | $647 |
| FEDERAL TAX EXPENSE | $1,000 |
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