TIGER TAIL FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
TIGER TAIL FAMILY FOUNDATION (EIN 81-0704856)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-06
IRS object ID
201803109349100110
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-06T07:15:05-08:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN352536842PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WMC Tax Services LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line155 Madison Ave Ste 400AddressLine1Txt
CityMorristownCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07960ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810704856EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE TIGER TAIL FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTIGEBusinessNameControlTxt
Phone9149676057PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line124 PENWOOD RDAddressLine1Txt
CityBEDFORD CORNERSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10549ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH W BROWN JRPersonNm
Person TitleTrusteePersonTitleTxt
Signature2018-10-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJASON M MUNK MACC CPAPreparerPersonNm
PTINP00545610PTIN
Phone9737759909PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,474,104FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$219,360ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,450InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,450InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$49,832DividendsRevAndExpnssAmt
Dividends Net Invst Incm$49,832DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$951,311NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,124,196GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$951,311CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,221,953TotalRevAndExpnssAmt
Total Net Invst Incm$1,002,593TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$4,215AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,108AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$30,846TaxesRevAndExpnssAmt
Taxes Net Invst Incm$846TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$23OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$23OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$35,084TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,977TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$259,291ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$259,291ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$294,375TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,977TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$259,291TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$927,578ExcessRevenueOverExpensesAmt
Net Investment Income$999,616NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,490,933CashBOYAmt
Cash EOY$204,246CashEOYAmt
Cash EOYFMV$204,246CashEOYFMVAmt
Sav And Temp Cash Invst BOY$15,000SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$90,000SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$89,281SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$154,754CorporateStockBOYAmt
Corporate Stock EOY$1,168,311CorporateStockEOYAmt
Corporate Stock EOYFMV$1,413,633CorporateStockEOYFMVAmt
Other Investments BOY$610,551OtherInvestmentsBOYAmt
Other Investments EOY$2,544,088OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,766,809OtherInvestmentsEOYFMVAmt
Other Assets BOY-$576OtherAssetsBOYAmt
Other Assets EOY$135OtherAssetsEOYAmt
Other Assets EOYFMV$135OtherAssetsEOYFMVAmt
Total Assets BOY$3,270,662TotalAssetsBOYAmt
Total Assets EOY$4,006,780TotalAssetsEOYAmt
Total Assets EOYFMV$4,474,104TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$3,270,662CapitalStockBOYAmt
Capital Stock EOY$4,006,780CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$3,270,662TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,006,780TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,270,662TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,006,780TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,270,662TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$927,578ExcessRevenueOverExpensesAmt
Other Increases$10,450OtherIncreasesAmt
Subtotal$4,208,690SubtotalAmt
Other Decreases$201,910OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,006,780TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
250 SHS AMAZON INCD2009-02-262017-02-01$207,486$15,980$191,506$191,506
150 SHS AMAZON INCD2009-02-262017-02-27$127,632$9,588$118,044$118,044
100 SHS AMAZON INCD2009-03-092017-02-27$85,088$6,218$78,870$78,870
250 SHS AMAZON INCD2009-03-092017-03-29$216,277$15,542$200,735$200,735
250 SHS AMAZON INCD2009-03-092017-04-04$224,990$15,542$209,448$209,448
400 SHS JC PENNY COP2017-07-132017-12-20$1,210$1,944-$734-$734
9500 SHS JC PENNY COP2017-07-132017-12-20$28,687$46,172-$17,485-$17,485
10100 SHS JC PENNY COP2017-07-132017-12-20$30,600$49,089-$18,489-$18,489
3000 SHS STARBUCKS CORPD2009-03-092017-12-20$174,330$12,810$161,520$161,520
Capital Gain Dividends$27,896
FieldValueIRS element (for citing)
Capital Gain Net Income$951,311CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$36,708NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$66,361AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,913,567NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.02278DistributionYr1Rt
Net Vl Noncharitable Assets Yr2$1,950,497NetVlNoncharitableAssetsYr2Amt
Total Distribution0.022777TotalDistributionRt
Average Distribution0.011389AverageDistributionRt
Net Vl Noncharitable Assets$4,122,343NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$46,949AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$9,996NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$56,945AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$259,291QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$9,996InvestmentIncomeExciseTaxAmt
Subtotal$9,996SubtotalAmt
Tax Based On Investment Income$9,996TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,132EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,082ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$10,214TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$115EsPenaltyAmt
Overpayment$103OverpaymentAmt
Applied To ES Tax$103AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JASON M MUNK CPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9737759909PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line155 MADISON AVE STE 400AddressLine1Txt
CityMORRISTOWNCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07960ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JOSEPH W BROWN JR
24 PENWOOD ROADBEDFORD CORNERSNY10549Trustee0.50$0
VALERIE BROWN
24 PENWOOD ROADBEDFORD CORNERSNY10549Trustee0.50$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,778,771AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,406,349AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,185,120TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$4,185,120AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$62,777CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,122,343NetVlNoncharitableAssetsAmt
Minimum Investment Return$206,117MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$206,117MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,996TaxBasedOnInvestmentIncomeAmt
Total Tax$9,996TotalTaxAmt
Distributable Before Adj$196,121DistributableBeforeAdjAmt
Distributable Before Ded$196,121DistributableBeforeDedAmt
Distributable As Adjusted$196,121DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$259,291ExpensesAndContributionsAmt
Qualifying Distributions$259,291QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$9,996PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$249,295AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$196,121DistributableAsAdjustedAmt
Undistributed Income PY$40,711UndistributedIncomePYAmt
Qualifying Distributions$259,291QualifyingDistributionsAmt
Applied To Year1$40,711AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$196,121AppliedToCurrentYearAmt
Remaining Distri From Corpus$22,459RemainingDistriFromCorpusAmt
Total Corpus$22,459TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$22,459ExcessDistriCyovToNextYrAmt
Excess From Current Year$22,459ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOSEPH W BROWN JRContributingManagerNm
Contributing ManagerVALERIE BROWNContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MARYMOUNT MANHATTAN COLLEGE
221 E 71ST STNEW YORKNY10021NonePCGENERAL$48,000
FRED HUTCH OBLITERIDE
1100 FAIRVIEW AVE N J5-200SEATTLEWA98109NonePCGENERAL$5,000
CITYSQUASH
PO BOX 619 FORDHAM STATIONBRONXNY10458NonePCGENERAL$1,000
HARLEM EDUCATIONAL ACTIVITIES FUND
2090 ADAM CLAYTON POWELL BLVD 10 FLNEW YORKNY10027NonePCGENERAL$2,500
ACTORS FUND
729 SEVENTH AVE 10TH FLNEW YORKNY10019NonePCGENERAL$3,696
FAMILY SERVICES OF WESTCHESTER
ONE GATEWAY PLAZAPORT CHESTERNY10573NonePCGENERAL$45,800
BIG BROTHERS BIG SISTERS OF NYC
40 RECTOR STNEW YORKNY10006NONEPCGENERAL$20,000
INNER-CITY SCHOLARSHIP FUND
1011 FIRST AVE STE 1800NEW YORKNY10022NonePCGENERAL$3,700
BEDFORD HILLS FIRE DEPT
332 BEDFORD RDBEDFORD HILLSNY10507NonePCGENERAL$200
FRIENDS OF HAITI
302 BEDFORD AVE PMB 74BROOKLYNNY11249NonePCGENERAL$5,000
LITERACY VOLUNTEERS
1600 SOUTH AVE STE 100ROCHESTERNY14620NonePCGENERAL$5,000
ST MICHAEL ROMAN CATHOLIC CHURCH
469 NORTH STGREENWICHCT06830NonePCGENERAL$500
ABILIS
50 GLENVILLE STGREENWICHCT06831NonePCGENERAL$10,260
CUNY SCHOOL OF PROFESSIONAL STUDIES
119 WEST 31ST STREETNEW YORKNY10001NonePCGENERAL$5,000
CORNELIA CONNELLY CENTER
220 EAST 4TH STNEW YORKNY10009NonePCGENERAL$500
FAMILY EQUALITY COUNCIL
475 PARK AVE SOUTHNEW YORKNY10016NonePCGENERAL$16,560
FOUR WINDS INC
PO BOX 140DEER HARBORWA98243NonePCGENERAL$1,000
FRIENDS OF BEDFORD BURYING GROUNDS
PO BOX 152BEDFORDNY10506NonePCGENERAL$250
GEORGE JACKSON ACADEMY
104 SAINT MARKS PLNEW YORKNY10009NonePCGENERAL$10,000
GEORGETOWN UNIVERSITY
37TH AND O STREETS NWWASHINGTONDC20007NonePCGENERAL$10,000
LAMBDA LEGAL
120 WALL ST 19TH FLNEW YORKNY10005NonePCGENERAL$5,000
MARCH OF DIMES FOUNDATION
1275 MAMARONECK AVEWHITE PLAINSNY10605NonePCGENERAL$2,575
NORTHERN WESTCHESTER HOSPITAL
400 E MAIN STMOUNT KISCONY10549NonePCGENERAL$11,000
OUR LADY OF VICTORY PARISH ELEM SCH
2 BELLMORE STFLORAL PARKNY11001NonePCGENERAL$1,000
PORT CHESTER CARES
55 SOUTH MAIN STPORT CHESTERNY10573NonePCGENERAL$250
RYE COUNTRY DAY SCHOOL
3 CEDAR STRYENY10580NonePCGENERAL$17,500
SEATTLE CHILDRENS THEATRE
201 THOMAS STSEATTLEWA98109NonePCGENERAL$2,500
THE HOMETOWN FOUNDATION INC
275 SCHOOLHOUSE RDCHESHIRECT06410NonePCGENERAL$1,000
THE POSSIBLE DREAM FOUNDATION
PO BOX 1317HAYESVILLENC28904NonePCGENERAL$5,000
THE SCHOOL OF THE HOLY CHILD
2225 WESTCHESTER AVERYENY10580NonePCGENERAL$2,500
UCONN FOUNDATION
2075 HILLSIDE RD 1019 2ND FLSTORRSCT06269NonePCGENERAL$5,000
WESTCHESTER LAND TRUST
403 HARRIS RDBEDFORD HILLSNY10507NonePCGENERAL$12,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$259,291TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,450ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$49,832ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$951,311ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,002,593ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,002,593TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonVALERIE BROWNContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line124 PENWOOD ROADAddressLine1Txt
CityBEDFORD CORNERSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10549ZIPCd
FieldValueIRS element (for citing)
Total Contributions$219,360TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property4,000 SHS STARBUCKS CORP STOCKNoncashPropertyDesc
Fair Market Value$219,360FairMarketValueAmt
Received2017-10-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryWMC TAX SERVICESCategoryTxt
Amt$4,215Amt
Net Investment Income$2,108NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$1,168,311EOYBookValueAmt
EOYFMV$1,413,633EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$2,544,088BookValueAmt
EOYFMV$2,766,809EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescBROKERAGE BOOK/TAX DIFFERENCESDesc
BOY Book Value-$576BOYBookValueAmt
EOY Book Value$135EOYBookValueAmt
EOYFMV$135EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX BASIS DIFF - CONTRIBUTED ASSETSDesc
Amt$201,910Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSESDesc
Revenue And Expenses Per Books$23RevenueAndExpensesPerBooksAmt
Net Investment Income$23NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONSDesc
Amt$10,450Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAX$30,000
FOREIGN TAXES$596$596
STATE TAX$250$250

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.