ACCESS CAPITAL FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ACCESS CAPITAL FOUNDATION (EIN 36-7190561)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-01-17
- IRS object ID
- 201800179349100205
- Schema version
- 2016v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-01-17T09:07:31-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132608630 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Adelman Katz & Mond LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 West 41st - Suite 1500 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100364015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367190561 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCESS CAPITAL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MILES & MARCIE STUCHIN TTEES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACCE | BusinessNameControlTxt |
| Phone | 2126449300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 PARK AVENUE 16TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100229405 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MILES M STUCHIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2126449300 | PhoneNum |
| Signature | 2018-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lawrence L Katz CPA | PreparerPersonNm |
| PTIN | P00577432 | PTIN |
| Phone | 2123820404 | PhoneNum |
| Preparation | 2018-01-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.74.17.170 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-01-15 | IPDt |
| IP Tm | 15:36:05 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CBDCC24DE59D81339C8ECDC811151FA0A265D304 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,287,370 | 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 | $895,833 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $18,130 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,130 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,153 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,528 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,153 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $924,116 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,283 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $891 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $891 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,891 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,891 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $91,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $91,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $94,441 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,891 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $91,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $829,675 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,392 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $305 | CashBOYAmt |
| Cash EOY | $5,370 | CashEOYAmt |
| Cash EOYFMV | $5,370 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $166,511 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $118,937 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $118,937 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $176,011 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,163,063 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,163,063 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $342,827 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,287,370 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,287,370 | 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 | $342,827 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,287,370 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $342,827 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,287,370 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $342,827 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,287,370 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $342,827 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $829,675 | ExcessRevenueOverExpensesAmt |
| Other Increases | $114,868 | OtherIncreasesAmt |
| Subtotal | $1,287,370 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,287,370 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VF Corp | D | 2012-09-20 | 2017-06-29 | $33,524 | $23,375 | $10,149 | $10,149 |
| SPRINT NEXTEL SETTLEMENT FUND | D | 2015-06-15 | 2016-12-31 | $4 | $4 | $4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,153 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $107,913 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $261,081 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.413331 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $72,016 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $288,176 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.249903 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $154,834 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $79,695 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.942832 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $100,833 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $109,959 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.917005 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $291,780 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $347,681 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.839218 | DistributionYr5Rt |
| Total Distribution | 4.362289 | TotalDistributionRt |
| Average Distribution | 0.872458 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $864,910 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $754,598 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $254 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $754,852 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $91,550 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $508 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $508 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $508 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $15 | EsPenaltyAmt |
| Tax Due | $523 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | the foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126449300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o miles stuchin-405 park ave | AddressLine1Txt |
| City | new york | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 |
|---|---|---|---|---|---|---|---|---|
| miles m stuchin | ||||||||
| c/o acess capital - 405 park avenue | new york | NY | 10022 | trustee | 0.00 | $0 | $0 | $0 |
| marcie stuchin | ||||||||
| c/o acess capital - 405 park avenue | new york | NY | 10022 | trustee | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NEW YORK HISTORICAL SOCIETY | Description1Txt |
| Expenses1 | $25,000 | Expenses1Amt |
| Description2 | PMC | Description2Txt |
| Expenses2 | $20,000 | Expenses2Amt |
| Description3 | Trustees of University of Pensylvania | Description3Txt |
| Expenses3 | $10,000 | Expenses3Amt |
| Description4 | FOUNDATION FOR SARCOIDOSIS RESEARCH | Description4Txt |
| Expenses4 | $10,000 | Expenses4Amt |
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 | $750,849 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $127,232 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $878,081 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $878,081 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,171 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $864,910 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,246 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,246 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $508 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $508 | TotalTaxAmt |
| Distributable Before Adj | $42,738 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,738 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,738 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $91,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $91,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $91,550 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,738 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $274,396 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $95,335 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $153,857 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $57,607 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $95,483 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $676,678 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $91,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,738 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $48,812 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $725,490 | 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 | $274,396 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $451,094 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $95,335 | ExcessFromYear4Amt |
| Excess From Year3 | $153,857 | ExcessFromYear3Amt |
| Excess From Year2 | $57,607 | ExcessFromYear2Amt |
| Excess From Year1 | $95,483 | ExcessFromYear1Amt |
| Excess From Current Year | $48,812 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | miles m stuchin | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| foundation for sarcoidosis research | ||||||||
| 122 SOUTH MICHIGAN AVENUE SUITE | 1700 | CHICAGO | IL | 60603 | none | 501(c)(3) | GENERAL SUPPORT | $10,000 |
| hope and heros | ||||||||
| 161 FORT WASHINGTON AVENUE IP-7 | NEW YORK | NY | 10032 | NONE | 501(c)(3) | GENERAL SUPPORT | $1,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 1311 MAMARONECK AVENUE SUITE 310 | WHITE PLAINS | NY | 10605 | NONE | 501(c)(3) | GENERAL SUPPORT | $2,500 | |
| MYFACE | ||||||||
| 333 EAST 30TH STREET LOBBY UNIT | NEW YORK | NY | 10016 | NONE | 501(c)(3) | GENERAL SUPPORT;ListTotal 5500 | $5,000 | |
| NATIONAL MS SOCIETY | ||||||||
| PO BOX 4527 | NEW YORK | NY | 10163 | NONE | 501(c)(3) | GENERAL SUPPORT | $250 | |
| NEW YORK HISTORICAL SOCIETY | ||||||||
| 170 CENTRAL PARK PARK WEST AT | RICHARD GILDER WAY | NEW YORK | NY | 10024 | NONE | 501(c)(3) | GENERAL SUPPORT | $25,000 |
| THE MONROE FOUNDATION | ||||||||
| 2501 JEROME AVENUE | BRONX | NY | 10468 | NONE | 501(c)(3) | GENERAL SUPPORT | $5,000 | |
| TRUSTEES OF THE UNIVERSITY OF PENSYLVANIA | ||||||||
| 3400 CIVIC CENTER BOULEVARD | BUILDING 421 | PHILADELPHIA | PA | 19104 | NONE | 501(c)(3) | GENERAL SUPPORT | $10,000 |
| WATER COLLECTIVE | ||||||||
| 252 JAVA STREET 243 | BROOKLYN | NY | 11222 | NONE | 501(c)(3) | GENERAL SUPPORT | $500 | |
| Westport Weston Family YMCA | ||||||||
| 14 Allen Raymond Ln | Westport | CT | 06880 | nONE | 501(c)(3) | GENERAL SUPPORT | $1,000 | |
| BCRF | ||||||||
| 60 E 56th 8th Floor | New York | NY | 10022 | nONE | 501(c)(3) | GENERAL SUPPORT | $2,500 | |
| PMC | ||||||||
| 345 State St | Perth Amboy | NJ | 08861 | nONE | 501(c)(3) | GENERAL SUPPORT | $20,000 | |
| End Allergies Together | ||||||||
| PO Box 786 | Fairfield | CT | 06824 | nONE | 501(c)(3) | GENERAL SUPPORT | $1,000 | |
| Beit RUth | ||||||||
| 2 Jericho Plaza Suite 111 - Wing A | jEricho | NY | 11753 | nONE | 501(c)(3) | GENERAL SUPPORT | $500 | |
| Doctors without broder USA | ||||||||
| 333 7th Avenue 2nd Floor | New York | NY | 10001 | NONE | 501(c)(3) | GENERAL SUPPORT | $5,000 | |
| The Ironman Foundation | ||||||||
| 3407 W DR MARTIN LUTHER KING JR | BLVD | TAMPA FL | FL | 33607 | nONE | 501(c)(3) | GENERAL SUPPORT | $250 |
| AMERICAN LUNG FOUNDATION | ||||||||
| 55 W Wacker Drive Suite 1150 | Chicago | IL | 60601 | nONE | 501(c)(3) | GENERAL SUPPORT | $300 | |
| mskcc | ||||||||
| 1275 York Avenue | New York | NY | 10065 | nONE | 501(c)(3) | GENERAL SUPPORT | $250 | |
| Saint Jude Children's Hospital | ||||||||
| 220 E 42nd St | New York | NY | 10017 | nONE | 501(c)(3) | GENERAL SUPPORT | $500 | |
| Big Brothers and Big Sisters Long Island | ||||||||
| 145 Sycamore Ln | Islandia | NY | 11749 | nONE | 501(c)(3) | GENERAL SUPPORT | $500 | |
| The BOund lotus Foundation | ||||||||
| 2 Park Ave | New York | NY | 10016 | nONE | 501(c)(3) | GENERAL SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $91,550 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $18,130 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,153 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $28,283 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,283 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | dividends and interest income to disburse for exempt purpose |
| 8 | PROCEEDS FROM SALE OF ASSETS TO DISBURSE FOR EXEMPT PURPOSE |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| miles stuchin | ||||||
| 1 | 1107 5th avenue | new york | NY | 10128 | $320,411 | Yes (X) |
| miles stuchin | ||||||
| 2 | 1107 5th avenue | new york | NY | 10128 | $55,115 | Yes (X) |
| miles stuchin | ||||||
| 3 | 1107 5th avenue | new york | NY | 10128 | $485,142 | Yes (X) |
| miles stuchin | ||||||
| 4 | 1107 5th avenue | new york | NY | 10128 | $35,165 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 8,368 Shares Of Abbott Lab | $320,411 | 2016-12-22 |
| 2 | 740 Shares of Allstate Corp | $55,115 | 2016-12-22 |
| 3 | 2,904 Shs Intl Businesss Mach | $485,142 | 2016-12-22 |
| 4 | 911 Shares Of Abbott Lab | $35,165 | 2016-12-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | accounting services | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| boeing company | $92,943 | $92,943 |
| celgene corp | $10,779 | $10,779 |
| illinois tool works inc | $96,121 | $96,121 |
| vf corp | $0 | $0 |
| ALlsate Corp | $65,446 | $65,446 |
| Abbot Labs | $451,052 | $451,052 |
| Intl Business Mach | $446,722 | $446,722 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEES | $100 | $100 | $0 | $0 |
| advertising | $641 | $641 | $0 | $0 |
| bank charges | $150 | $150 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $114,868 | Amt |
Comments