THE DCT FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE DCT FOUNDATION (EIN 47-2663403)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201713179349101811
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Short Sch2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T11:41:33-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Saul N Friedman & Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333 60th Street | AddressLine1Txt |
| City | Brooklyn | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472663403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DCT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DCTF | BusinessNameControlTxt |
| Phone | 9084361100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 OLYMPIA LN | AddressLine1Txt |
| City | MONSEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10952 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID TEMPLER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Yehuda Szanzer CPA | PreparerPersonNm |
| PTIN | P01756959 | PTIN |
| Phone | 7182321111 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,746,906 | 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 | $650,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $34,728 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34,728 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $34,728 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $34,808 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,808 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $34,808 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$743 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $221,143 | GrossSalesPriceAmt |
| Net ST Capital Gain Adj Net Incm | $11,656 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$1,714 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,714 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $717,079 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,822 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $81,192 | TotalAdjNetIncmAmt |
| Interest Rev And Expnss | $44,728 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $44,728 | InterestNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,620 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,620 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $50,348 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,348 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $171,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $171,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $221,848 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,348 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $171,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $495,231 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,474 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $81,192 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $305,608 | CashBOYAmt |
| Cash EOY | $891,932 | CashEOYAmt |
| Cash EOYFMV | $891,932 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,313,228 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,300,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,313,228 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,313,228 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $1,692,137 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,632,209 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,541,746 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,297,745 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,837,369 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,746,906 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,324,664 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,369,057 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,324,664 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,369,057 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,973,081 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,468,312 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,973,081 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,468,312 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,297,745 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,837,369 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,973,081 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $495,231 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,468,312 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,468,312 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3762.227 GOTHAM ABSOLUTE RETURN INSTITUTIONAL | P | 2015-03-03 | 2016-12-30 | $50,000 | $52,136 | -$2,136 | -$2,136 |
| 50.958 IVY ASSET STRATEGY FUND CLASS | P | 2015-12-10 | 2016-07-21 | $1,036 | $1,086 | -$50 | -$50 |
| 35000 JEFFERIES GROUP INC | P | 2016-01-06 | 2016-05-11 | $36,300 | $35,737 | $563 | $563 |
| 44.289 JP MORGAN INTL VALUE | P | 2016-12-20 | 2016-12-28 | $514 | $517 | -$3 | -$3 |
| 120.803 SALIENT MLP& ENERGY INFRASTRUCTURE FUND | P | 2016-01-28 | 2016-12-30 | $1,118 | $864 | $254 | $254 |
| 1000 CITI GROUP INC TRIGGER PERFORMANCE | P | 2016-02-25 | 2016-05-04 | $11,149 | $10,000 | $1,149 | $1,149 |
| 4000 JP MORGAN CHASE & CO TRIGGER PERFORMANCE | P | 2016-01-26 | 2016-05-02 | $49,743 | $40,000 | $9,743 | $9,743 |
| 793.502 IVY ASSET STRATEGY FUND CLASS | P | 2015-02-09 | 2016-12-31 | $16,127 | $20,021 | -$3,894 | -$3,894 |
| 769.08 JP MORGAN INTL VALUE | P | 2015-02-09 | 2016-12-31 | $8,921 | $10,064 | -$1,143 | -$1,143 |
| 1741.451 SALIENT MLP& ENERGY INFRASTRUCTURE FUND | P | 2015-02-09 | 2016-12-31 | $16,121 | $22,042 | -$5,921 | -$5,921 |
| 30000 ANGLOGOLD HOLDINGS PLC NOTE RATE | P | 2015-02-09 | 2016-05-02 | $30,114 | $29,419 | $695 | $695 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$743 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $11,656 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $349 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $349 | SubtotalAmt |
| Tax Based On Investment Income | $349 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $349 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID TEMPLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9084361100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 OLYMPIA LN | AddressLine1Txt |
| City | MONSEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10952 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| DAVID TEMPLER | ||||||
| 36 OLYMPIA LN | MONSEY | NY | 10952 | Executive Dir. | 0.00 | $0 |
| CHAYA TEMPLER | ||||||
| 36 OLYMPIA LN | MONSEY | NY | 10952 | Trustee | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,625,197 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $289,131 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,323,228 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,237,556 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,237,556 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,563 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,188,993 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $159,450 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $159,450 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $349 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $349 | TotalTaxAmt |
| Distributable Before Adj | $159,101 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $159,101 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $159,101 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $171,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $171,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $171,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $159,101 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $122,341 | UndistributedIncomePYAmt |
| Qualifying Distributions | $171,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $122,341 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,159 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $109,942 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID TEMPLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CONG ADAS BNEI YOSEF | ||||||
| 204 BROADWAY | BROOKLYN | NY | 11211 | N/A | RELIGIOUS ASSISTANCE | $10,750 |
| Congregation Chonen Vnosen | ||||||
| 199 LEE AVE 809 | BROOKLYN | NY | 11211 | RELIGIOUS ASSISTANCE | $160,750 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $171,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,728 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,808 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | -$743 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | -$1,714 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $67,079 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,079 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID TEMPLER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 OLYMPIA LN | AddressLine1Txt |
| City | MONSEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10952 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $650,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS FINANCIAL *036 SEE ATTACHED | AT COST | $1,439,705 | $1,353,641 |
| UBS FINANCIAL *279 SEE ATTACHED | AT COST | $192,504 | $188,105 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Accounting Fees | $1,675 | $1,675 |
| BANK FEES | $25 | $25 |
| INVESTMENT EXPENSES | $3,920 | $3,920 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | -$1,714 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$1,714 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LOANS PAYABLE | Desc |
| BOY Book Value | $1,324,664 | BOYBookValueAmt |
| EOY Book Value | $1,369,057 | EOYBookValueAmt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Note Receivable | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $1,313,228 | BalanceDueAmt |
Comments