MILTON AND BEATRICE WIND FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MILTON AND BEATRICE WIND FOUNDATION (EIN 20-8997756)
- Tax period
- 2017-05-01 to 2018-04-30
- Filed
- 2018-09-19
- IRS object ID
- 201842629349100504
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-19T14:23:27-05:00 | ReturnTs |
| Tax Period End | 2018-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222095327 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSS ANGLIM ANGELINI & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 775 MOUNTAIN BLVD | AddressLine1Txt |
| City | WATCHUNG | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208997756 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MILTON & BEATRICE WIND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILT | BusinessNameControlTxt |
| Phone | 9085611600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 2ND STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112152503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E LYNN SCHNEIDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9085611600 | PhoneNum |
| Signature | 2018-09-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELLEN HARRISON | PreparerPersonNm |
| PTIN | P00087530 | PTIN |
| Phone | 9085611600 | 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 | $2,876,459 | 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 |
| Dividends Rev And Expnss | $68,655 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,655 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $250,650 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,075,210 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $250,650 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $319,305 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $319,305 | 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 | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,000 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $23,612 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,362 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,612 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,362 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $161,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $161,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $188,612 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,362 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $165,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $130,693 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $295,943 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $153,318 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,838 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,838 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $39,986 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $39,975 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $39,296 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,283,894 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,474,070 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,906,539 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $835,084 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $888,790 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $865,786 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $24,698 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,336,980 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,467,673 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,876,459 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,336,980 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,467,673 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,336,980 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,467,673 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,336,980 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,467,673 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,336,980 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $130,693 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,467,673 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,467,673 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (44 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| COLGATE-PALMOLIVE | P | 2011-05-18 | 2017-05-01 | $50,000 | $50,000 | $0 | $0 |
| MASTERCARD INC CL A | P | 2014-07-15 | 2017-05-30 | $64,345 | $41,737 | $22,608 | $22,608 |
| MASTERCARD INC CL A | P | 2016-08-09 | 2017-05-30 | $364 | $320 | $44 | $44 |
| MICROSOFT CORP | P | 2017-01-18 | 2017-05-15 | $878 | $1,578 | -$700 | -$700 |
| BLACKROCK INC | P | 2011-12-28 | 2017-06-16 | $85,516 | $35,766 | $49,750 | $49,750 |
| COMCAST CORP (NEW) CLASS A | P | 2015-06-25 | 2017-06-05 | $50,101 | $36,728 | $13,373 | $13,373 |
| CVS HEALTH CORP COM | P | 2015-12-07 | 2017-06-16 | $30,510 | $38,625 | -$8,115 | -$8,115 |
| MEDTRONIC PLC SHS | P | 2016-01-13 | 2017-06-05 | $45,604 | $40,066 | $5,538 | $5,538 |
| NIKE INC B | P | 2016-01-25 | 2017-06-23 | $35,764 | $41,486 | -$5,722 | -$5,722 |
| PROSHARES TR S&P 500 DV ARIST | P | 2016-02-16 | 2017-06-16 | $29,213 | $24,265 | $4,948 | $4,948 |
| UNION PACIFIC CORP | P | 2013-11-01 | 2017-06-05 | $49,234 | $34,201 | $15,033 | $15,033 |
| BLACKROCK INC | P | 2016-06-23 | 2017-06-16 | $1,685 | $1,486 | $199 | $199 |
| COMCAST CORP (NEW) CLASS A | P | 2016-07-27 | 2017-06-05 | $666 | $565 | $101 | $101 |
| CVS HEALTH CORP COM | P | 2016-08-01 | 2017-06-16 | $533 | $581 | -$48 | -$48 |
| MEDTRONIC PLC SHS | P | 2016-07-27 | 2017-06-05 | $771 | $725 | $46 | $46 |
| NIKE INC B | P | 2016-07-05 | 2017-06-23 | $8,270 | $8,051 | $219 | $219 |
| PROSHARES TR S&P 500 DV ARIST | P | 2016-06-30 | 2017-06-16 | $466 | $433 | $33 | $33 |
| UNION PACIFIC CORP | P | 2016-06-30 | 2017-06-05 | $891 | $791 | $100 | $100 |
| FACEBOOK INC CL-A | P | 2015-08-28 | 2017-07-31 | $33,864 | $18,078 | $15,786 | $15,786 |
| BLACKROCK INC | P | 2017-06-23 | 2017-07-31 | $427 | $422 | $5 | $5 |
| MICROSOFT CORP 62.500 OCT C | P | 2017-05-15 | 2017-07-31 | $1,310 | $2,166 | -$856 | -$856 |
| OCCIDENTAL PETROLEUM CORP DE | P | 2016-10-19 | 2017-07-31 | $30,956 | $37,533 | -$6,577 | -$6,577 |
| VISA INC CL A | P | 2016-09-06 | 2017-07-31 | $100 | $82 | $18 | $18 |
| SCHLUMBERGER LTD | P | 2010-08-02 | 2017-09-27 | $38,968 | $37,110 | $1,858 | $1,858 |
| ROCKWELL COLLINS INC | P | 2017-05-30 | 2017-09-27 | $51,166 | $42,148 | $9,018 | $9,018 |
| SCHLUMBERGER LTD | P | 2016-10-14 | 2017-09-27 | $895 | $1,000 | -$105 | -$105 |
| MICROSOFT CORP 67.500 DEC C | P | 2017-07-31 | 2017-10-19 | $1,404 | $2,088 | -$684 | -$684 |
| SCHLUMBERGER LTD | P | 2017-10-13 | 2017-11-09 | $268 | $269 | -$1 | -$1 |
| JP MORGAN CHASE & CO | P | 2007-01-04 | 2017-11-09 | $19,506 | $9,630 | $9,876 | $9,876 |
| COSTCO WHOLESALE CORP NEW | P | 2016-04-29 | 2017-12-18 | $52,331 | $40,028 | $12,303 | $12,303 |
| ESTEE LAUDER CO INC CL A | P | 2013-03-12 | 2017-12-05 | $76,569 | $40,846 | $35,723 | $35,723 |
| JP MORGAN CHASE & CO | P | 2007-01-04 | 2017-12-05 | $21,433 | $9,630 | $11,803 | $11,803 |
| WELLS FARGO CO | P | 2008-06-26 | 2017-12-11 | $70,000 | $67,865 | $2,135 | $2,135 |
| ESTEE LAUDER CO INC CL A | P | 2016-12-15 | 2017-12-05 | $869 | $629 | $240 | $240 |
| HONEYWELL INTERNATIONAL INC | P | 2010-09-23 | 2018-01-17 | $57,908 | $15,863 | $42,045 | $42,045 |
| PEPSICO INC NC | P | 2008-12-04 | 2018-02-26 | $5,537 | $2,679 | $2,858 | $2,858 |
| DELPHI TECHNOLOGIES PLC | P | 2015-03-04 | 2018-03-14 | $8,974 | $7,410 | $1,564 | $1,564 |
| FACEBOOK INC CL-A | P | 2015-08-28 | 2018-03-14 | $18,300 | $9,039 | $9,261 | $9,261 |
| DELPHI TECHNOLOGIES PLC | P | 2017-05-24 | 2018-03-14 | $48 | $47 | $1 | $1 |
| ESTEE LAUDER CO INC CL A | P | 2017-12-15 | 2018-03-14 | $144 | $128 | $16 | $16 |
| KRAFT HEINZ CO | P | 2017-06-05 | 2018-03-14 | $33,392 | $45,957 | -$12,565 | -$12,565 |
| AMGEN INC | P | 2014-05-15 | 2018-04-16 | $52,678 | $34,417 | $18,261 | $18,261 |
| AMGEN INC | P | 2017-06-08 | 2018-04-16 | $1,209 | $1,231 | -$22 | -$22 |
| EXELON CORP | P | 2017-06-05 | 2018-04-16 | $42,143 | $40,861 | $1,282 | $1,282 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $250,650 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $152,876 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,778,683 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055017 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $148,578 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,796,382 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053132 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $155,261 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,944,481 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052729 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $159,827 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,769,431 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057711 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $125,650 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,578,052 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048738 | DistributionYr5Rt |
| Total Distribution | 0.267327 | TotalDistributionRt |
| Average Distribution | 0.053465 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,950,485 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $157,748 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,959 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $160,707 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $165,250 | 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 | $2,959 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,959 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,959 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,732 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,732 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,227 | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | E LYNN SCHNEIDER | IndividualWithBooksNm |
| Phone | 9085611600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 2ND STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112152503 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| E LYNN SCHNEIDER | ||||||||
| 480 2ND STREET | BROOKLYN | NY | 112152503 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSANNAH VINING | ||||||||
| 23 LOVERS LN | GUILFORD | CT | 06437 | TREASURER | 0.25 | $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 | $2,834,015 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $161,401 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,995,416 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,995,416 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,931 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,950,485 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $147,524 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $147,524 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,959 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,959 | TotalTaxAmt |
| Distributable Before Adj | $144,565 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $144,565 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $144,565 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $165,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $165,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,959 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $162,291 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $144,565 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $25,021 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,345 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,903 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,814 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $67,083 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $165,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $144,565 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,685 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $87,768 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $87,768 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $25,021 | ExcessFromYear4Amt |
| Excess From Year3 | $15,345 | ExcessFromYear3Amt |
| Excess From Year2 | $9,903 | ExcessFromYear2Amt |
| Excess From Year1 | $16,814 | ExcessFromYear1Amt |
| Excess From Current Year | $20,685 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | E LYNN SCHNEIDER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 2ND STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112152503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9085611600 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANT'S OWN LETTER DESCRIBING CHARITABLE OR EXEMPT PURPOSE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATION MUST BE QUALIFIED UNDER IRC SEC 501 (C) (3) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BROOKLYN ACADEMY OF MUSIC | |||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 112171486 | NONE | 501 C(3) | TO HELP SUPPORT THE WORK OF EMERGING ARTISTS AND INNOVATIVE MODERN MASTERS | $1,000 |
| BROOKLYN ART SONG SOCIETY | |||||||
| 60 E 8TH ST APT 30 E | NEW YORK | NY | 10003 | NONE | 501 C(3) | TO HELP THE VAST REPERTOIRE OF POETRY SET TO MUSIC THROUGH A COLLECTIVE OF SINGERS & PIANISTS WHO SHARE A LOVE | $2,000 |
| BROOKLYN-QUEENS CONSERVATORY OF MUSIC | |||||||
| 58 SEVENTH AVENUE | BROOKLYN | NY | 112171486 | NONE | 501 C(3) | TO HELP SUPPORT MUSIC INSTRUCTION, MUSIC THERAPY, AND COMMUNITY CONCERTS THROUGHOUT BROOKLYN | $20,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | 501 C(3) | TO HELP PROVIDE INDEPENDENT MEDICAL HUMANITARIAN EMERGENCY AID TO PEOPLE AFFECTED BY ARMED CONFLICT, EPIDEMICS, MALNUTRITION, NATURAL DISASTERS, AND EXCLUSION FROM HEALTH CARE | $5,000 |
| NATURAL RESOURCES DEFENSE COUNCIL (NRDC) | |||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | 501 C(3) | TO HELP PROTECT WILDLIFE AND WILD PLACES TO ENSURE A HEALTH ENVIRONMENT FOR ALL LIFE ON EARTH | $5,000 |
| THE CONSERVATION FUND | |||||||
| 1655 N FORT MYER DRIVE SUITE 1300 | ARLINGTON | VA | 222093199 | NONE | 501 C(3) | TO PURSUE ENVIRONMENTAL PRESERVAION AND ECONOMIC DEVELOPMENT | $30,000 |
| WNYC RADIO NY PUBLIC RADIO | |||||||
| PO BOX 1550 | NEW YORK | NY | 100161550 | NONE | 501 C(3) | TO AID IN ITS MISSION "TO MAKE THE MIND MORE CURIOUS, THE HEART MORE TOLERANT AND THE SPIRIT MORE JOYFUL THROUGH EXCELLENT RADIO PROGRAMMING." | $14,500 |
| WOMEN AGAINST ABUSE | |||||||
| 100 SOUTH BROAD ST SUITE 1341 | PHILADELPHIA | PA | 19110 | NONE | 501 C(3) | TO PROVIDE ASSISTANCE TO VICTIMS OF DOMESTIC ABUSE | $26,500 |
| WORDS WITHOUT BORDERS | |||||||
| PO BOX 1658 | NEW YORK | NY | 10276 | NONE | 501 C(3) | TO HELP PROMOTE CULTURAL UNDERSTANDING THROUGH THE TRANSLATION, PUBLICATION AND PROMOTION OF THE FINEST CONTEMPORARY INTERNATIONAL LITERATURE | $5,000 |
| WORLDWIDE FISTULA FUND | |||||||
| PO BOX 27879 | ST LOUIS | MO | 631461379 | NONE | 501 C(3) | TO HELP PROVIDE EXCEPTIONAL HEALTH CARE SERVICES FOR WOMEN SUFFERING FROM AND AT RISK OF OBSTETRIC FISTULA | $25,000 |
| YALE NEW HAVEN CHILDREN'S HOSPITAL | |||||||
| 20 YORK STREET | NEW HAVEN | CT | 06510 | NONE | 501 C(3) | TO HELP PROVIDE COMPREHENSIVE INPATIENT, OUTPATIENT, EMERGENCY, PRIMARY AND PREVENTIVE SERVICES FOR CHILDREN | $20,000 |
| HISPANIC FEDERATION | |||||||
| 55 EXCHANGE PL | NEW YORK | NY | 10005 | NONE | 501 C(3) | TO EMPOWER AND ADVANCE THE HISPANIC COMMUNITY | $2,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | 501 C(3) | CHALLENGES POVERTY AND RACIAL INJUSTICE, ADVOCATES FOR EQUAL TREATMENT IN THE CRIMINAL JUSTICE SYSTEM | $3,000 |
| GIVE KIDS THE WORLD | |||||||
| 210 SBASS RD | KISSIMMEE | FL | 34746 | NONE | 501 C(3) | TO HELP FULFILL WISHES OF ALL CHILDREN WITH LIFE-THREATENING ILLNESSES AND THEIR FAMILIES | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $161,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,655 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $250,650 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $319,305 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $319,305 | TotalIncomeProducingActyAmt |
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 | ACCOUNTING | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $888,790 | EOYBookValueAmt |
| EOYFMV | $865,786 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $1,474,070 | EOYBookValueAmt |
| EOYFMV | $1,906,539 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $39,975 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $39,296 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY | $23,362 | $23,362 | $0 |
| NYS FILING FEE | $250 | $0 | $250 |
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