SHIN CREEK TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SHIN CREEK TR (EIN 13-7582641)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-15
- IRS object ID
- 201822889349100642
- 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
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-15T15:57:38-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 137582641 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHIN CREEK TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIN | BusinessNameControlTxt |
| Phone | 2124556250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68 EAST 86TH STREET 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL BARNETT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2124556250 | PhoneNum |
| Signature | 2018-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA PERCELLA | PreparerPersonNm |
| PTIN | P00965741 | PTIN |
| Phone | 6462135100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.205.45.54 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-15 | IPDt |
| IP Tm | 15:57:00 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 724227B1F582B858A51E9DA19A1F2D2956356DDB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 10D40757338076D52CC4237D125AC571E9019363 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,948,653 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11,464 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,464 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $109,827 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $109,827 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,216 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $302,740 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,327 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,001 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$3,856 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $158,508 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $150,762 | 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 |
| Interest Rev And Expnss | $589 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $589 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,853 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,103 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,442 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,692 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $214,110 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $214,110 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $219,552 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,692 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $216,860 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$61,044 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $148,070 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,643 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $93,291 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $93,291 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,150,896 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,442,756 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,855,362 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,155,539 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,536,047 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,948,653 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $77,415 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $77,415 | 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 | $2,078,124 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,536,047 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,078,124 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,536,047 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,155,539 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,536,047 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,078,124 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$61,044 | ExcessRevenueOverExpensesAmt |
| Other Increases | $58 | OtherIncreasesAmt |
| Subtotal | $2,017,138 | SubtotalAmt |
| Other Decreases | $481,091 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,536,047 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY #1745 | P | $40,294 | $38,565 | $1,729 | $1,729 |
| FIDELITY #1745 | P | $157,425 | $150,582 | $6,843 | $6,843 |
| FIDELITY #1745 | P | $92,543 | $77,377 | $15,166 | $15,166 |
| ONE WILLIAM STREET CAPITAL PARTNERS LP | P | $2,469 | $1,388 | $1,081 | $1,081 |
| ONE WILLIAM STREET CAPITAL PARTNERS LP | P | $2,454 | $1,501 | $953 | $953 |
| ONE WILLIAM STREET CAPITAL PARTNERS LP - SEC. 1256 | P | $553 | $553 | $553 | |
| ONE WILLIAM STREET CAPITAL PARTNERS LP - SEC. 1256 | P | $829 | $829 | $829 | |
| CAPITAL GAINS DIVIDENDS | P | $6,173 | $6,173 | $6,173 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,327 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $192,417 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,074,250 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.179118 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $101,885 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $909,436 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.112031 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $106,461 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $916,984 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.116099 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $39,900 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $528,441 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.075505 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $45,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $389,429 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.115554 | DistributionYr5Rt |
| Total Distribution | 0.598307 | TotalDistributionRt |
| Average Distribution | 0.119661 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,881,316 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $225,120 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,481 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $226,601 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $216,860 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,961 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,961 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,961 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $719 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,719 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $2,753 | OverpaymentAmt |
| Applied To ES Tax | $2,753 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | ANDERSEN TAX LLC | IndividualWithBooksNm |
| Phone | 6462135100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL D BARNETT | ||||||||
| 68 EAST 86TH STREET 3RD FLOOR | NEW YORK | NY | 10028 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LINDA P BARNETT | ||||||||
| 68 EAST 86TH STREET 3RD FLOOR | NEW YORK | NY | 10028 | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,843,455 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,510 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,909,965 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,909,965 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,649 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,881,316 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $94,066 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $94,066 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,961 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,454 | IncomeTaxAmt |
| Total Tax | $4,415 | TotalTaxAmt |
| Distributable Before Adj | $89,651 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $89,651 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $89,651 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $216,860 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $216,860 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $216,860 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $89,651 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $25,866 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,123 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $62,144 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $57,443 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $140,676 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $300,252 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $216,860 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $89,651 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $127,209 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $427,461 | 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 | $25,866 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $401,595 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,123 | ExcessFromYear4Amt |
| Excess From Year3 | $62,144 | ExcessFromYear3Amt |
| Excess From Year2 | $57,443 | ExcessFromYear2Amt |
| Excess From Year1 | $140,676 | ExcessFromYear1Amt |
| Excess From Current Year | $127,209 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASSOCIATION TO BENEFIT CHILDREN | ||||||
| 719 EAST 86TH ST | NEW YORK | NY | 10028 | PUBLIC CHARITY | WITH PROGRAMS IN EARLY CHILDHOOD EDUCATION FOR AT-RISK INFANTS, TODDLERS, AND PRESCHOOLERS, SUPPORTIVE HOUSING, HEALTH AND MENTAL HEALTH SERVICES, CRISIS INTERVENTION, FAMILY SUPPORT AND PRESERVATION, YEAR-ROUND YOUTH DEVELOPMENT, AND AN OPEN DOOR TO THE COMMUNITY, ABC IS A REFUGE FOR IMPOVERISHED FAMILIES. | $1,000 |
| BROTHERHOOD SISTER SOL | ||||||
| 512 WEST 143RD STREET | NEW YORK | NY | 10031 | PUBLIC CHARITY | YOUTH SUPPORT | $20,000 |
| CAF AMERICA | ||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | PUBLIC CHARITY | CHARITIES AID FOUNDATION OF AMERICA (CAF AMERICA) HAS BROKEN DOWN THE BARRIERS TO INTERNATIONAL GIVING. CAF AMERICA IS A GLOBAL GRANTMAKING ORGANIZATION ASSISTING CORPORATIONS, FOUNDATIONS, AND INDIVIDUALS. | $1,000 |
| CHILDRENS RADIO FOUNDATION | ||||||
| 169 STONE HILL ROAD | BEDFORD | NY | 10506 | PUBLIC CHARITY | GIVING CHILDREN IN AFRICA THE SKILLS TO MAKE THEIR VOICES HEARD. | $32,358 |
| CHOATE ROSEMARY HALL FOUNDATION INCORPORATED | ||||||
| 333 CHRISTIAN ST | WALLINGFORD | CT | 06492 | PUBLIC CHARITY | TO PROVIDE A QUALITY SECONDARY INDEPENDENT SCHOOL EDUCATION TO APPROXIMATELY 875 STUDENTS PER YEAR | $50,000 |
| CHURCH OF ST IGNATIUS LOYOLA | ||||||
| 980 PARK AVENUE | NEW YORK | NY | 10028 | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $100 |
| COLBY COLLEGE | ||||||
| 4320 MAYFLOWER HILL | WATERVILLE | MN | 01901 | PUBLIC CHARITY | EDUCATION | $5,000 |
| COLUMBIA UNIVERSITY MIRZA FUND | ||||||
| 630 WEST 168TH STREET PS 2-421 | NEW YORK | NY | 10032 | PUBLIC CHARITY | GENERAL OBLIGATIONS | $16,666 |
| DIGITAL DIVIDE DATA | ||||||
| 115 W 30TH ST | NEW YORK | NY | 10001 | PUBLIC CHARITY | DDD'S INNOVATIVE SOCIAL MODEL ENABLES TALENT FROM UNDERSERVED POPULATIONS TO ACCESS PROFESSIONAL OPPORTUNITIES AND LASTING HIGHER INCOME, INCLUDING YOUTH FROM LOW-INCOME FAMILIES IN DEVELOPING COUNTRIES, AS WELL AS MILITARY SPOUSES AND VETERANS IN THE USA. | $2,500 |
| DREAMYARD PROJECT | ||||||
| 1085 WASHINGTON AVENUE GROUND FLOOR | BRONX | NY | 10456 | PUBLIC CHARITY | DREAMYARD COLLABORATES WITH BRONX YOUTH, FAMILIES AND SCHOOLS TO BUILD PATHWAYS TO EQUITY AND OPPORTUNITY THROUGH THE ARTS. | $750 |
| ECPAT USA | ||||||
| 30 3RD AVE 800A | BROOKLYN | NY | 11217 | PUBLIC CHARITY | PREVENTING CHILD TRAFFICKING AND SEXUAL EXPLOITATION BEGINS WITH COMMUNITY EDUCATION AND ENGAGEMENT. IN RECOGNITION OF THIS FACT, ECPAT-USA LEADS PROGRAMS, EVENTS, AND INITIATIVES TO INFORM OUR COMMUNITIES ABOUT THIS HUMAN RIGHTS CRISIS. | $100 |
| EVERY MOTHER COUNTS | ||||||
| 180 VARICK STREET SUITE 1116 | NEW YORK | NY | 10014 | PUBLIC CHARITY | DEDICATED TO MAKING PREGNANCY AND CHILDBIRTH SAFE FOR EVERY MOTHER, EVERYWHERE. WE EDUCATE THE PUBLIC ABOUT MATERNAL HEALTH, ENGAGE INDIVIDUALS TO ADVOCATE FOR THE WELL-BEING OF MOTHERS, AND INVEST IN COMMUNITY-LED PROGRAMS TO IMPROVE ACCESS TO ESSENTIAL MATERNITY CARE. | $500 |
| FRATERNITE NOTRE DAME | ||||||
| 2290 FIRST AVE | NEW YORK | NY | 10035 | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,000 |
| GENERATION CITIZEN | ||||||
| 110 WALL STREET 5TH FLOOR | NEW YORK | NY | 10005 | PUBLIC CHARITY | GENERATION CITIZEN (GC) WORKS TO ENSURE THAT EVERY STUDENT IN THE UNITED STATES RECEIVES AN EFFECTIVE ACTION CIVICS EDUCATION, WHICH PROVIDES THEM WITH THE KNOWLEDGE AND SKILLS NECESSARY TO PARTICIPATE IN OUR DEMOCRACY AS ACTIVE CITIZENS. | $250 |
| GLOBALGOODS PARTNERS | ||||||
| 115 WEST 30TH STREET SUITE 400 | NEW YORK | NY | 10001 | PUBLIC CHARITY | EMPOWERING WOMEN, ALLEVIATING POVERTY, AND PROMOTING SOCIAL JUSTICE. | $15,000 |
| GRACE PLACE | ||||||
| 375 MEADOWLARK DRIVE | BERTHOUD | CO | 80513 | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $500 |
| HAITI CARDIAC ALLIANCE | ||||||
| 47 MAPLE STREET SUITE 213 | BURLINGTON | VT | 05401 | PUBLIC CHARITY | HAITI CARDIAC ALLIANCE IS DEDICATED TO WORKING WITH PARTNERS TO SCALE UP THE AVAILABILITY OF LIFE-SAVING CARDIAC SURGERY TO ALL HAITIAN CHILDREN WHO NEED IT. | $2,500 |
| JACKSON HOLE CONSERVATION ALLIANCE | ||||||
| 685 S CACHE STREET | JACKSON | WY | 83001 | PUBLIC CHARITY | PROTECTING THE WILDLIFE, WILD PLACES, AND COMMUNITY CHARACTER OF JACKSON HOLE BY EMPOWERING THE WHOLE COMMUNITY TO LIVE IN BALANCE WITH NATURE. | $1,000 |
| LUNCHBOX FUND | ||||||
| PO BOX 10 | NEW YORK | NY | 10276 | PUBLIC CHARITY | FIGHT HUNGER | $10,100 |
| OSTEOGENESIS IMPERFECTA FOUNDATION | ||||||
| 804 W DIAMOND AVE SUITE 210 | GAITHERSBURG | MD | 20878 | PUBLIC CHARITY | THE MISSION OF THE OI FOUNDATION IS TO IMPROVE THE QUALITY OF LIFE FOR THOSE LIVING WITH OSTEOGENESIS IMPERFECTA THROUGH RESEARCH, EDUCATION, AWARENESS AND MUTUAL SUPPORT. | $1,003 |
| PARTNERSHIP FOR SCHOOLS | ||||||
| 1011 FIRST AVENUE SUITE 1800 | NEW YORK | NY | 10022 | PUBLIC CHARITY | MISSION IS TO DEVELOP OUTSTANDING CATHOLIC ELEMENTARY SCHOOLS THAT PROVIDE LOW-INCOME STUDENTS WITH THE ACADEMIC PREPARATION, VALUES AND SKILLS THEY NEED TO BREAK THE CYCLE OF POVERTY AND LEAD FULFILLING, PRODUCTIVE LIVES. | $5,000 |
| RIVERSIDE PARK CONSERVANCY | ||||||
| 475 RIVERSIDE DRIVE SUITE 455 | NEW YORK | NY | 10115 | PUBLIC CHARITY | THE MISSION OF THE RIVERSIDE PARK CONSERVANCY IS TO RESTORE, MAINTAIN, AND IMPROVE RIVERSIDE PARK IN PARTNERSHIP WITH THE CITY OF NEW YORK FOR THE ENJOYMENT AND BENEFIT OF ALL NEW YORKERS. WE SUPPORT THE PRESERVATION OF THE PARK'S HISTORIC LANDSCAPE, STRUCTURES, AND MONUMENTS, ENGAGE THE COMMUNITY IN ACTIVE STEWARDSHIP OF THE PARK, AND PROVIDE A WIDE RANGE OF PUBLIC PROGRAMS. | $1,000 |
| SBCC THRIVE LA | ||||||
| 540 NORTH MARINE AVENUE | WILINGTON | CA | 90744 | PUBLIC CHARITY | SBCC'S MISSION IS TO REDUCE ECONOMIC AND SOCIAL INEQUALITY IN HISTORICALLY MARGINALIZED COMMUNITIES THROUGH RELATIONSHIP-BASED COMMUNITY ORGANIZING AND AUTHENTIC RESIDENT-DRIVEN CIVIC ENGAGEMENT. | $5,000 |
| SHOFCO | ||||||
| 175 VARICK STREET 5TH FLOOR | NEW YORK | NY | 10014 | PUBLIC CHARITY | SHINING HOPE FOR COMMUNITIES (SHOFCO) IS A GRASSROOTS MOVEMENT THAT CATALYZES LARGE-SCALE TRANSFORMATION IN URBAN SLUMS BY PROVIDING CRITICAL SERVICES FOR ALL, COMMUNITY ADVOCACY PLATFORMS, AND EDUCATION AND LEADERSHIP DEVELOPMENT FOR WOMEN AND GIRLS. | $2,033 |
| ST LAWRENCE UNIVERSITY | ||||||
| ROMODA DRIVE | CANTON | NY | 13617 | PUBLIC CHARITY | EDUCATION | $10,000 |
| SYLVIA CENTER | ||||||
| 304 HUDSON STREET | NEW YORK | NY | 10013 | PUBLIC CHARITY | TO INSPIRE YOUNG PEOPLE AND THEIR FAMILIES TO EAT WELL THROUGH HANDS-ON LEARNING EXPERIENCES ON THE FARM AND IN THE KITCHEN. | $2,500 |
| TAFT SCHOOL | ||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | PUBLIC CHARITY | GENERAL OBLIGATIONS | $20,000 |
| THE JED FOUNDATION | ||||||
| 6 E 39TH STREET SUITE 1204 | NEW YORK | NY | 10016 | PUBLIC CHARITY | HELPS SCHOOLS EVALUATE AND STRENGTHENTHEIR MENTAL HEALTH, SUBSTANCE ABUSE AND SUICIDE PREVENTION PROGRAMS AND SYSTEMS TO SAFEGUARD INDIVIDUAL AND COMMUNITY HEALTH | $1,000 |
| TUFTS UNIVERSITY | ||||||
| BALLOU HALL | MEDFORD | MA | 02155 | PUBLIC CHARITY | EDUCATION | $6,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $214,110 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,464 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $109,827 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,173 | ExclusionAmt |
| Related Or Exempt Function Incm | $30,043 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ONE WILLIAM STREET CAPITAL PARTNERS LP | Desc |
| Business | 523920 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,857 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | -$3,856 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,857 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $127,464 | ExclusionAmt |
| Related Or Exempt Function Incm | $26,187 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $158,508 | 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 |
|---|---|
| 7 | N/A |
| 8 | N/A |
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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY #Z71-1442233 - COMMON STOCK | AT COST | $1,216,249 | $1,575,241 |
| FIDELITY #Z71-1442233 - MUTUAL FUNDS | AT COST | $73,560 | $127,174 |
| ONE WILLIAM STREET CAPITAL PARTNERS LP | AT COST | $152,947 | $152,947 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING ADJUSTMENT | $162 |
| PRIOR PERIOD ADJUSTMENT - DIFFERENCE BETWEEN FMV AND COST OF DONATED SHARES | $480,929 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS DEPARTMENT OF LAW | $250 | $0 | $250 |
| BANK FEES - FIDELITY #431745 | $293 | $293 | $0 |
| ONE WILLIAM STREET CAPITAL PARTNERS LP | $1,810 | $1,810 | $0 |
| TAX PREPERATION FEES | $2,500 | $0 | $2,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ONE WILLIAM STREET CAPITAL PARTNERS LP | Desc |
| Revenue And Expenses Per Books | $1,001 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$3,856 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,001 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVED BUT NOT REPORTED | Desc |
| Amt | $58 | Amt |
Comments