THE EATON FAMILY FUND INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE EATON FAMILY FUND INC (EIN 13-6076804)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201841349349104609
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T21:02:58-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113582335 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHATTEN GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 VERDI ST | AddressLine1Txt |
| City | FARMINGDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117356316 | 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 | 136076804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EATON FAMILY FUND INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O AUCHINCLOSS & LAWRENCE INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EATO | BusinessNameControlTxt |
| Phone | 2122454140 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 109 | AddressLine1Txt |
| City | HUNTINGTON STATION | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUSTINE E AUCHINCLOSS | PersonNm |
| Person Title | DIR/VP/SEC | PersonTitleTxt |
| Signature | 2018-05-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN SCHATTEN | PreparerPersonNm |
| PTIN | P00065522 | PTIN |
| Phone | 6312470988 | PhoneNum |
| Preparation | 2018-05-14 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $389,530 | 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 | $287 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $287 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,884 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,884 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $94,159 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $125,570 | GrossSalesPriceAmt |
| Total Rev And Expnss | $98,330 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,171 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,000 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $352 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $227 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,352 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,727 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,625 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $74,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $74,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $82,352 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,727 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,625 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,978 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,261 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,064 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,064 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $177,859 | CorporateStockBOYAmt |
| Corporate Stock EOY | $187,548 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $362,466 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $198,120 | TotalAssetsBOYAmt |
| Total Assets EOY | $214,612 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $389,530 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $198,120 | RetainedEarningBOYAmt |
| Retained Earning EOY | $214,612 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $198,120 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $214,612 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $198,120 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $214,612 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $198,120 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,978 | ExcessRevenueOverExpensesAmt |
| Other Increases | $514 | OtherIncreasesAmt |
| Subtotal | $214,612 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $214,612 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,726 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $331,806 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.134796 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $41,725 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $374,149 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.111520 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $33,590 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $377,432 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.088996 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $27,450 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $364,266 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.075357 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $54,960 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $344,172 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.159688 | DistributionYr5Rt |
| Total Distribution | 0.570357 | TotalDistributionRt |
| Average Distribution | 0.114071 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $374,052 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $42,668 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $42,668 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $75,625 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Estimated Plus Ovpmt Incm Tx | $436 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $436 | TotalPaymentsAndCreditsAmt |
| Overpayment | $436 | OverpaymentAmt |
| Applied To ES Tax | $436 | 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 |
| 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 | LINDA SCHATTEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122454140 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 109 | AddressLine1Txt |
| City | HUNTINGTON STATION | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11746 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| FREDERICK A EATON | |||||||||
| C/O AUCHINCLOSS LAWRENCE INC | HUNTINGTON STATION | NY | 11746 | DIR/VP/TREAS | 000.00 | $0 | $0 | $0 | |
| JUSTINE E AUCHINCLOSS | |||||||||
| C/O AUCHINCLOSS LAWRENCE INC | HUNTINGTON STATION | NY | 11746 | DIR/VP/SEC | 000.00 | $0 | $0 | $0 | PO BOX 109 |
| LINDA M SCHATTEN | |||||||||
| C/O AUCHINCLOSS LAWRENCE INC | HUNTINGTON STATION | NY | 11746 | VP/SECRETARY | 000.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $328,103 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,645 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $379,748 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $379,748 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,696 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $374,052 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,703 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,703 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $18,703 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,703 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,703 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,625 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $75,625 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $75,625 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,703 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $37,751 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,237 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,718 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,018 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,144 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $112,868 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,625 | QualifyingDistributionsAmt |
| Applied To Current Year | $18,703 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $56,922 | RemainingDistriFromCorpusAmt |
| Total Corpus | $169,790 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $37,751 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $132,039 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,237 | ExcessFromYear4Amt |
| Excess From Year3 | $14,718 | ExcessFromYear3Amt |
| Excess From Year2 | $23,018 | ExcessFromYear2Amt |
| Excess From Year1 | $28,144 | ExcessFromYear1Amt |
| Excess From Current Year | $56,922 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|
| DUBLIN COMMUNITY FOUNDATION | |||||||
| PO BOX 1036 | DUBLIN | NH | 03444 | ASSIST COMMUNITY NEEDS | $500 | ||
| THE DOE FUND | |||||||
| 345 EAST 102ND STREET | NEW YORK | NY | 10029 | SUPPORT SERVICES FOR HOMELESS | $1,000 | ||
| DUBLIN WOMENS CLUB | |||||||
| PO BOX 121 | DUBLIN | NH | 03444 | SUPPORT WOMENS EDUCATION | $500 | ||
| FOUNTAIN HOUSE | |||||||
| 425 WEST 47TH STREET | NEW YORK | NY | 10036 | ASSISTANCE TO THE MENTALLY ILL | $500 | ||
| HANDS ACROSS THE NILE | |||||||
| 1601 N KENT STREET | ARLINGTON | VA | 22209 | SUPPORT RELATIONS BETWEEN USA /EGYPT | $2,000 | ||
| MILL REEF FUND | |||||||
| 487 GOODWYN STREET | MEMPHIS | TN | 38111 | PROVIDE MEDICAL, EDUCATIONAL&GENERAL | $6,000 | ||
| OPPORTUNITY INC | |||||||
| 1713 QUAIL DRIVE | WEST PALM BEACH | FL | 33409 | EMPOWER CHILDREN OF LOW INCOME | $5,000 | ||
| ST JAMES CHURCH | |||||||
| 865 MADISON AVENUE | NEW YORK | NY | 10021 | PROVIDE FINANCIAL SUPPORT FOR CHURCH | $5,000 | ||
| WNYC | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | PROVIDE PROGRAMMING SUPPORT | $4,000 | ||
| CHANNEL 13 ASSOCIATES | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | PROVIDE SUPPORT FOR EDUCATION | $4,000 | ||
| DUBLIN COMMUNITY CHURCH | |||||||
| 1125 MAIN STREET | DUBLIN | NH | 03444 | PROVIDE SUPPORT TO LOCAL PROGRAMS | $1,000 | BOX 308 | |
| PECONIC LAND TRUST | |||||||
| 296 HAMPTON ROAD | SOUTHAMPTON | NY | 11968 | CONSERVE LAND | $1,500 | ||
| SCRIPPS RESEARCH FLORIDA | |||||||
| 130 SCRIPPS WAY | JUPITER | FL | 33458 | RESEARCH BIOMEDICAL TREATMENTS | $12,500 | ||
| INTERNATIONAL ANTI - POACHING FOUND | |||||||
| 1655 N FT MYER DRIVE | ARLINGTON | VA | 22209 | CONSERVE WILDLIFE | $2,500 | 400 | |
| ANNE MOORE BREAST CANCER RESEARCH F | |||||||
| 1300 YORK AVENUE | NEW YORK | NY | 10065 | BREAST CANCER RESEARCH | $2,000 | BOX 314 | |
| GIRL SCOUTS OF GREATER NEW YORK | |||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | DEVELOP COURAGE, CONFIDENCE IN GIRLS | $1,000 | SUITE 708 | |
| AMERICAN FRIENDS OF THE EPISCOPAL | |||||||
| 25 OLD KINGS HWY NORTH | DARIEN | CT | 06820 | SUPPORT PEACE IN THE HOLY LAND | $1,000 | SUITE 13 | DIOCESE OF JERUSALEM |
| HISTORIC HARRISVILLE | |||||||
| PO BOX 79 | HARRISVILLE | NH | 03450 | PRESERVE HISTORY IN HARRISVILLE NH | $500 | ||
| OCEAN CONSERVANCY | |||||||
| 1300 19TH STREET NW | WASHINGTON | DC | 20036 | CONSERVATION OF OCEANS | $10,000 | 8TH FLOOR | |
| SOUTH YUBA RIVER CITIZENS LEAGUE | |||||||
| 313 RAILROAD AVENUE | NEVADA CITY | CA | 95959 | PROTECTION OF YUBA AND BEAR RIVERS | $3,000 | SUITE 101 | |
| SIERRA STREAMS INSTITUTE | |||||||
| 431 UREN STREET | NEVADA CITY | CA | 95959 | SUPPORT SCIENCE EDUCATION | $3,000 | SUITE C | |
| FRIENDS OF SIERRA NEVADA FIELD CAMP | |||||||
| 2036 NEVADA CITY HIGHWAY | GRASS VALLEY | CA | 95945 | SUPPORT CAMPUS FACILITIES AND STUDEN | $4,000 | 94 | |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 1875 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | SUPPORT ENVIRONMENTAL EFFORTS | $500 | ||
| MONADNOCK CONSERVANCY | |||||||
| PO BOX 337 | KEENE | NH | 03431 | SUPPORT FOR ENVIRONMENTAL PRESERVATI | $3,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $74,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $287 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,884 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $94,159 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,171 | ExclusionAmt |
| Related Or Exempt Function Incm | $94,159 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $98,330 | 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 | $3,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | SEE ATTACHED SCHEDULE | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Gross Sales Price | $125,570 | GrossSalesPriceAmt |
| Basis | $31,411 | BasisAmt |
| Total Net | $94,159 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | US TRUST ACCOUNT SECURITIES | StockNm |
| EOY Book Value | $187,548 | EOYBookValueAmt |
| EOYFMV | $362,466 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| FOREIGN TAXES PAID-PUBLIC SEC | $191 | $191 | |
| INVESTMENT EXPENSES | $36 | $36 | |
| NY FILING FEES | $125 | $125 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCK CONTRIBUTIONS AT COST | Desc |
| Amt | $514 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAN AND MANAGEMENT FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |