SAMUEL AND ESTELLE SYLVETSKY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SAMUEL AND ESTELLE SYLVETSKY FOUNDATION (EIN 46-1556912)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-16
- IRS object ID
- 201742899349100209
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-16T10:37:28-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141680017 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER W CRUDEN & CO CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 CORPORATE WOODS BLVD | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 122112523 | 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 | 461556912 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMUEL AND ESTELLE SYLVETSKY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMU | BusinessNameControlTxt |
| Phone | 5184624556 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CRUDEN CO 12 CORPWOODS BLVD | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMUEL M SYLVETSKY | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5183821118 | PhoneNum |
| Signature | 2017-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEX W CRUDEN CPA | PreparerPersonNm |
| PTIN | P00285967 | PTIN |
| Phone | 5184624556 | PhoneNum |
| Preparation | 2017-10-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $858,070 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,939 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,939 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$22,526 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $215,240 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | -$1,473 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $103 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$10,043 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,059 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $1,995 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $5,663 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,663 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $101 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $84 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,759 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,680 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,079 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,340 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,340 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,099 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,680 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,079 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,340 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$63,142 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,379 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $31,880 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $118,307 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $118,307 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,176 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,092 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,092 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $826,400 | CorporateStockBOYAmt |
| Corporate Stock EOY | $692,743 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $737,671 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $15,828 | OtherAssetsBOYAmt |
| Total Assets BOY | $876,284 | TotalAssetsBOYAmt |
| Total Assets EOY | $813,142 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $858,070 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $876,284 | UnrestrictedBOYAmt |
| Unrestricted EOY | $813,142 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $876,284 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $813,142 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $876,284 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $813,142 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $876,284 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$63,142 | ExcessRevenueOverExpensesAmt |
| Subtotal | $813,142 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $813,142 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MORGAN STANLEY ST COVERED | P | 2016-12-31 | $22,509 | $53 | $22,456 | $22,456 |
| MORGAN STANLEY ST NONCOVERED | P | 2016-12-31 | $28 | $28 | $28 | |
| MORGAN STANLEY LT COVERED | P | 2016-12-31 | $188,536 | $196,143 | -$7,607 | -$7,607 |
| MORGAN STANLEY LT NONCOVERED | P | 2016-12-31 | $3,614 | $17,765 | -$14,151 | -$14,151 |
| EMERGE ENERGY K1 | P | 2016-12-31 | $11 | $11 | $11 | |
| EMERGE ENERGY K1 1231 GAIN | P | 2016-12-31 | $449 | $449 | $449 | |
| OPTION ADJUSTMENT | P | 2016-12-31 | $23,805 | -$23,805 | -$23,805 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$22,526 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,321 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $50,481 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $931,788 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054176 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $47,255 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $973,541 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048539 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $42,883 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $907,066 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047277 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $886,500 | NetVlNoncharitableAssetsYr4Amt |
| Total Distribution | 0.149992 | TotalDistributionRt |
| Average Distribution | 0.049997 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $855,596 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $42,777 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $84 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $42,861 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $45,340 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $84 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $84 | SubtotalAmt |
| Tax Based On Investment Income | $84 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,176 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,176 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,092 | OverpaymentAmt |
| Applied To ES Tax | $2,092 | AppliedToESTaxAmt |
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 |
| 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 |
| Individual With Books | CRUDEN CO CPA'S | IndividualWithBooksNm |
| Phone | 5184624556 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 CORPORATE WOODS BLVD | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12211 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| SAMUEL M SYLVETSKY | ||||||||
| 12 CORPORATE WOODS BLVD | ALBANY | NY | 12211 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ESTELLE K SYLVETSKY | ||||||||
| 12 CORPORATE WOODS BLVD | ALBANY | NY | 12211 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DAN FINKLE | ||||||||
| 12 CORPORATE WOODS BLVD | ALBANY | NY | 12211 | DIRECTOR | 1.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $781,624 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $84,909 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,092 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $868,625 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $868,625 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,029 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $855,596 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,780 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,780 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $84 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $84 | TotalTaxAmt |
| Distributable Before Adj | $42,696 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $42,696 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $42,696 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,340 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $45,340 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $84 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $45,256 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,696 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $79 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $79 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,340 | QualifyingDistributionsAmt |
| Applied To Current Year | $42,696 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,644 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,723 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,723 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $79 | ExcessFromYear1Amt |
| Excess From Current Year | $2,644 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| UNITED JEWISH FEDERATION OF NENY | |||||
| 184 WASHINGTON AVE EXT | ALBANY | NY | 12203 | DONATION | $13,000 |
| PROCTORS | |||||
| 432 STATE STREET | SCHENECTADY | NY | 12305 | DONATION | $1,500 |
| UNITED JEWISH FEDERATION OF PBC | |||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 33417 | DONATION | $12,000 |
| AGUDAT ACHIM | |||||
| 2117 UNION STREET | SCHENECTADY | NY | 12309 | DONATION | $1,980 |
| CARIDAD CENTER | |||||
| 8645 W BOYNTON BEACH BLV | BOYNTON BEACH | FL | 33472 | DONATION | $5,000 |
| JCC OF SCHENECTADY | |||||
| 2565 BALLTOWN ROAD | SCHENECTADY | NY | 12309 | DONATION | $2,500 |
| KRAVIS CENTER | |||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | DONATION | $1,000 |
| ANTI DEFAMATION LEAGUE | |||||
| 605 3RD AVE 10 | NEW YORK | NY | 10158 | DONATION | $500 |
| AMERICAN ISREAL PUBLIC AFFAIRS COMM | |||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | DONATION | $500 |
| JETT FOUNDATION | |||||
| 68 EVERGREEN ST | KINGSTON | MA | 02364 | DONATION | $2,500 |
| HOSPICE OF PALM BEACH COUNTY | |||||
| 5300 EAST AVE | WEST PALM BEACH | FL | 33407 | DONATION | $1,000 |
| LAPPIN FOUNDATION | |||||
| 29 CONGRESS ST | SALEM | MA | 01970 | DONATION | $500 |
| BIRTHRIGHT ISREAL FOUNDATION | |||||
| PO BOX 5892 | HICKSVILLE | NY | 11802 | DONATION | $1,000 |
| WILDWOOD PROGRAMS | |||||
| 2995 CURRY ROAD EXT | SCHENECTADY | NY | 12303 | DONATION | $2,000 |
| HADASSAH | |||||
| PO BOX 1100 | NEW YORK | NY | 10268 | DONATION | $360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,340 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $17 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,939 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $103 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$22,526 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP LOSS | Desc |
| Related Or Exempt Function Incm | -$1,576 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$10,043 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$10,043 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,995 | Amt |
| Adjusted Net Income | $1,995 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLIC SECURITIES | StockNm |
| EOY Book Value | $692,743 | EOYBookValueAmt |
| EOYFMV | $737,671 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN PARTNERSHIP | Desc |
| BOY Book Value | $15,828 | BOYBookValueAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NON DIVIDEND DISTRIBUTION | $103 | $103 |
| PARTNERSHIP LOSS | -$1,576 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $5,663 | Amt |
| Net Investment Income | $5,663 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN TAXES | $17 | $17 | |
| INCOME TAXES | $84 | $84 |
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