BETA

RAFFERTY FAMILY PRIVATE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
RAFFERTY FAMILY PRIVATE FOUNDATION (EIN 27-6590504)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-09
IRS object ID
201743139349100509
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-09T08:43:49-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131610809PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRIEDMAN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 EAGLE ROCK AVENUE STE 200AddressLine1Txt
CityEAST HANOVERCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07936ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN276590504EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RAFFERTY FAMILY PRIVATE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRAFFBusinessNameControlTxt
Phone9147770622PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1522 PROSPECT AVENUEAddressLine1Txt
CityMAMARONECKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10543ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonOFFICERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9147770622PhoneNum
Signature2017-10-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRED BERKPreparerPersonNm
PTINP00058172PTIN
Phone9739293500PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address216.255.121.30IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-10-24IPDt
IP Tm13:58:09IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6BF8239E91A5AA7EB2BBDA52A87AED35CFAFC9ADAtSubmissionCreationDeviceId
At Submission Filing Device IdA021D805E30473F6CF9A39DAAF1F08010A82A254AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$770,337FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$19,338DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,338DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$19,659NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,481,081GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$316TotalRevAndExpnssAmt
Total Net Invst Incm$19,343TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$6,255OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,255OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,230TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$537TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$537TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$211OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$211OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,233TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,255TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$748TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$91,820ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$91,820ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$101,053TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,255TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$92,568TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$101,369ExcessRevenueOverExpensesAmt
Net Investment Income$13,088NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$55,095CashBOYAmt
Cash EOY$59,779CashEOYAmt
Cash EOYFMV$59,779CashEOYFMVAmt
Sav And Temp Cash Invst BOY$15,266SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$12,415SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$12,415SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers BOY$472RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$472RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$472RcvblFromOfficersEOYFMVAmt
Corporate Stock BOY$735,572CorporateStockBOYAmt
Corporate Stock EOY$634,470CorporateStockEOYAmt
Corporate Stock EOYFMV$697,671CorporateStockEOYFMVAmt
Total Assets BOY$806,405TotalAssetsBOYAmt
Total Assets EOY$707,136TotalAssetsEOYAmt
Total Assets EOYFMV$770,337TotalAssetsEOYFMVAmt
Accounts Payable EOY$2,100AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,100TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$806,405RetainedEarningBOYAmt
Retained Earning EOY$705,036RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$806,405TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$705,036TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$806,405TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$707,136TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$806,405TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$101,369ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$705,036SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$705,036TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH - 04P51P$1,090,525$1,091,359-$834-$834
MERRILL LYNCH - 04P51P$390,556$409,381-$18,825-$18,825
FieldValueIRS element (for citing)
Capital Gain Net Income-$19,659CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$108,113AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$862,221NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.125389DistributionYr1Rt
Adjusted Qlfy Distri Yr2$160,363AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$980,347NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.163578DistributionYr2Rt
Adjusted Qlfy Distri Yr3$113,036AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,023,343NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.110458DistributionYr3Rt
Adjusted Qlfy Distri Yr4$71,174AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$976,905NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.072857DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$549,725NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.472282TotalDistributionRt
Average Distribution0.094456AverageDistributionRt
Net Vl Noncharitable Assets$731,768NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$69,120AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$131NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$69,251AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$92,568QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$131InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$131SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$131TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$569EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$569TotalPaymentsAndCreditsAmt
Overpayment$438OverpaymentAmt
Applied To ES Tax$438AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9147770622PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1522 PROSPECT AVENUEAddressLine1Txt
CityMAMARONECKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10543ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRIAN RAFFERTY
522 PROSPECT AVENUEMAMARONECKNY10543TRUSTEE5.00$0$0$0
HELEN RAFFERTY
522 PROSPECT AVENUEMAMARONECKNY10543TRUSTEE5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$708,239AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$34,673AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$742,912TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$742,912AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,144CashDeemedCharitableAmt
Net Vl Noncharitable Assets$731,768NetVlNoncharitableAssetsAmt
Minimum Investment Return$36,588MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$36,588MinimumInvestmentReturnAmt
Tax Based On Investment Income$131TaxBasedOnInvestmentIncomeAmt
Total Tax$131TotalTaxAmt
Distributable Before Adj$36,457DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$36,457DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$36,457DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$92,568ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$92,568QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$131PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$92,437AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$36,457DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$55,592ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$113,684ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$65,864ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$235,140TotalExcessDistributionCyovAmt
Qualifying Distributions$92,568QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$36,457AppliedToCurrentYearAmt
Remaining Distri From Corpus$56,111RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$291,251TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$291,251ExcessDistriCyovToNextYrAmt
Excess From Year3$55,592ExcessFromYear3Amt
Excess From Year2$113,684ExcessFromYear2Amt
Excess From Year1$65,864ExcessFromYear1Amt
Excess From Current Year$56,111ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBRIAN RAFFERTYContributingManagerNm
Contributing ManagerHELEN RAFFERTYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE COMMUNITY FOUNDATION OF SARASOTA CO INC
2635 FRUITVILLE RDSARASOTAFL34237NONEPCGENERAL SUPPORT$100
GEORGETOWN UNIVERSITY
37TH AND O STREETS NWWASHINGTONDC20057NONEPCSCHOLARSHIP$24,805
HEART 911
614 FRELINGHUYSEN AVENUENEWARKNJ07114NONEPCGENERAL SUPPORT$1,000
HUMANE SOCIETY OF WESTCHESTER
70 PORTMAN ROADNEW ROCHELLENY10801NONEPCGENERAL SUPPORT$1,000
FRIENDS OF THE MAMARONECK PUBLIC LIBRARY
136 PROSPECT AVEMAMARONECKNY10543NONEPCGENERAL SUPPORT$500
OLD SEAPORT ALLIANCE
140 BEEKMAN STNEW YORKNY10038NONEPCGENERAL SUPPORT$2,500
PAN-MASS CHALLENGE
77 FOURTH AVENUENEEDHAMMA02494NONEPCGENERAL SUPPORT$235
PROJECT REBIRTH
163 WILLIAM STREET ROOM 1610NEW YORKNY10038NONEPCGENERAL SUPPORT$56,200
SARASOTA FILM FESTIVAL
332 COCOANUT AVENUESARASOTAFL34236NONEPCGENERAL SUPPORT$1,000
STEM ALLIANCE OF LARCHMONT-MAMARONECK
PO BOX 528LARCHMONTNY10538NONEPCGENERAL SUPPORT$380
HUNGER TASKFORCE
201 S HAWLEY COURTMILWAUKEEWI53214NONEPCGENERAL SUPPORT$100
VILLAGE OF MAMARONECK
123 MAMARONECK AVEMAMARONECKNY10543NONENCGENERAL SUPPORT$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$91,820TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,338ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$19,659ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$316ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$316TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMERRILL LYNCH ACCOUNT 04P51StockNm
EOY Book Value$634,470EOYBookValueAmt
EOYFMV$697,671EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INTEREST EXPENSE$43$0$43
CREDIT CARD FEES$68$0$68
STATE FILING FEE$100$0$100

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$6,255Amt
Net Investment Income$6,255NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$2,230Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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