ARMOUR-LEWIS FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ARMOUR-LEWIS FOUNDATION (EIN 22-3476006)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-11
- IRS object ID
- 201841929349100104
- 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 Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-11T11:39:35-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222899290 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONATO HAYES & COMPANY CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MAIN STREET | AddressLine1Txt |
| City | ALLENHURST | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07711 | 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 | 223476006 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMOUR-LEWIS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARMO | BusinessNameControlTxt |
| Phone | 7325313388 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O DONATO HAYES CO CPAS LLC | AddressLine1Txt |
| City | ALLENHURST | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARREN LLOYD LEWIS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7325313388 | PhoneNum |
| Signature | 2018-07-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENNIS V DONATO | PreparerPersonNm |
| PTIN | P00176735 | PTIN |
| Phone | 7325313388 | PhoneNum |
| Preparation | 2018-07-11 | 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 | $4,550,947 | 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 | $1,760 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,760 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,760 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $132,132 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $132,132 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $132,132 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $244,604 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,339,141 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,853 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,570 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,570 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $12,570 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $391,066 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $150,315 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $146,462 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $28,077 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,920 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,920 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,532 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,532 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,529 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,452 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $377,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $377,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $412,529 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,452 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $377,004 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,463 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $142,863 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $146,462 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Cash EOY | $2 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $55,588 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $165,634 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $165,634 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $12,397 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,968 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,968 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,203,973 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,073,892 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,374,345 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,271,959 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,250,496 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,550,947 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,259,324 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,269,801 | CapitalStockEOYAmt |
| Retained Earning BOY | -$987,365 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,019,305 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,271,959 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,250,496 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,271,959 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,250,496 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,271,959 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,463 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,250,496 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,250,496 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,853 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $375,669 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,841,578 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.097790 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $378,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,558,039 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.082930 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $401,800 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,743,383 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.084707 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $395,088 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,580,170 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.086261 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $408,516 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,368,786 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.093508 | DistributionYr5Rt |
| Total Distribution | 0.445196 | TotalDistributionRt |
| Average Distribution | 0.089039 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,903,186 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $347,536 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,429 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $348,965 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $377,004 | 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 | $1,429 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,429 | SubtotalAmt |
| Tax Based On Investment Income | $1,429 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,397 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,397 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,968 | OverpaymentAmt |
| Applied To ES Tax | $10,968 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENNIS V DONATO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7325313388 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MAIN STREET | AddressLine1Txt |
| City | ALLENHURST | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07711 | 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 | Yes (true) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | Yes (true) | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | Yes (true) | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| LOUISE OUELETTE | ||||||||
| 2419 NE 33RD AVENUE | FORT LAUDERDALE | FL | 33305 | TRUSTEE | 1.00 | $9,359 | $0 | $0 |
| TARA L FALLON | ||||||||
| 40 MELROSE TERRACE | MIDDLETOWN | NJ | 07748 | TRUSTEE | 1.00 | $9,359 | $0 | $0 |
| WARREN LLOYD LEWIS | ||||||||
| 2645 SE 4TH PLACE | HOMESTEAD | FL | 330335226 | TRUSTEE | 1.00 | $9,359 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHARITABLE ACTIVITIES ARE LIMITED TO MAKING GRANTS AND CONTRIBUTIONS TO PRESELECTED CHARITABLE ORGANIZATIONS. | Description1Txt |
| Expenses1 | $413,844 | Expenses1Amt |
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 | $4,283,591 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $109,944 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,651 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,403,186 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,403,186 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $500,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,903,186 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $195,159 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $195,159 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,429 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,429 | TotalTaxAmt |
| Distributable Before Adj | $193,730 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $193,730 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $193,730 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $377,004 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $377,004 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,429 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $375,575 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $193,730 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $152,494 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $186,004 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $338,498 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $377,004 | QualifyingDistributionsAmt |
| Applied To Current Year | $193,730 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $183,274 | RemainingDistriFromCorpusAmt |
| Total Corpus | $521,772 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $521,772 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $152,494 | ExcessFromYear2Amt |
| Excess From Year1 | $186,004 | ExcessFromYear1Amt |
| Excess From Current Year | $183,274 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MASONIC CHARITY FOUNDATION | |||||||
| 902 JACKSONVILLE RD | 902 JACKSONVILLE RD | BURLINGTON | NJ | 08016 | NONE | SUPPORT | $67,000 |
| STEVENS INSTITUTE OF TECHNOLOGY | |||||||
| CASTLE POINT ON HUDSON | CASTLE POINT ON HUDSON | HOBOKEN | NJ | 07030 | NONE | SUPPORT | $90,000 |
| UNIVERSITY OF PENNSLYVANIA | |||||||
| 1 COLLEGE HALL | 1 COLLEGE HALL | PHILADELPHIA | PA | 19104 | NONE | SUPPORT | $100,000 |
| UNION THEOLOGICAL SEMINARY | |||||||
| 3041 BROADWAY | 3041 BROADWAY | NEW YORK | NY | 10027 | NONE | SUPPORT | $60,000 |
| WEILL CORNELL MEDICAL COLLEGE | |||||||
| 1300 YORK AVE | 1300 YORK AVE | NEW YORK | NY | 10065 | NONE | SUPPORT | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $377,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,760 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $132,132 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,853 | ExclusionAmt |
| Related Or Exempt Function Incm | $240,751 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,570 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $150,315 | ExclusionAmt |
| Related Or Exempt Function Incm | $240,751 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $391,066 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $5,750 | $5,750 | $1 |
| INVESTMENT FEES | $170 | $170 | $1 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| MERRILL LYNCH S/T COVERED | PURCHASE | $70,460 | $70,280 | $180 |
| MERRILL LYNCH L/T COVERED | PURCHASE | $845,393 | $806,740 | $38,653 |
| MERRILL LYNCH L/T NON COVERED | PURCHASE | $392,702 | $212,279 | $180,423 |
| MERRILL LYNCH - OTHER TRANSACTIONS | PURCHASE | $26,733 | $5,238 | $21,495 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH | StockNm |
| EOY Book Value | $3,073,892 | EOYBookValueAmt |
| EOYFMV | $4,374,345 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $12,570 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12,570 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,570 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 990 PF TAX | $1,429 | $1,429 | $1 |
| FOREIGN DIVIDEND TAX | $103 | $103 | $1 |