THE EATON FAMILY FUND INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE EATON FAMILY FUND INC (EIN 13-6076804)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-14
- IRS object ID
- 201701349349100110
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-14T22:02:09-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113582335 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHATTEN GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 VERDI ST | AddressLine1Txt |
| City | FARMINGDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117356316 | 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 | 136076804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EATON FAMILY FUND INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O AUCHINCLOSS & LAWRENCE INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EATO | BusinessNameControlTxt |
| Phone | 2122454140 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 109 | AddressLine1Txt |
| City | HUNTINGTON STATION | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUSTINE E AUCHINCLOSS | PersonNm |
| Person Title | DIR/VP/SEC | PersonTitleTxt |
| Phone | 2122454140 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN SCHATTEN | PreparerPersonNm |
| PTIN | P00065522 | PTIN |
| Phone | 6312470988 | PhoneNum |
| Preparation | 2017-05-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 8BEC696C6C9A9CCEB5DE9E873E792111B8A174A1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8BEC696C6C9A9CCEB5DE9E873E792111B8A174A1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $337,706 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,638 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,638 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,550 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $104,982 | GrossSalesPriceAmt |
| Total Rev And Expnss | $16,192 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,642 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,545 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,227 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,228 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,833 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,531 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,302 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,378 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,258 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,030 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,078 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,258 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,730 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$32,886 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $384 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,725 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,261 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,261 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $228,281 | CorporateStockBOYAmt |
| Corporate Stock EOY | $177,859 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $317,445 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $231,006 | TotalAssetsBOYAmt |
| Total Assets EOY | $198,120 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $337,706 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $231,006 | RetainedEarningBOYAmt |
| Retained Earning EOY | $198,120 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $231,006 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $198,120 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $231,006 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $198,120 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $231,006 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$32,886 | ExcessRevenueOverExpensesAmt |
| Subtotal | $198,120 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $198,120 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $41,725 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $374,149 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.111520 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $33,590 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $377,432 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.088996 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $27,450 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $364,266 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.075357 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $54,960 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $344,172 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.159688 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,190 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $255,028 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039956 | DistributionYr5Rt |
| Total Distribution | 0.475517 | TotalDistributionRt |
| Average Distribution | 0.095103 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $331,806 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $31,556 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $31,560 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $44,730 | 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 | $4 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4 | SubtotalAmt |
| Tax Based On Investment Income | $4 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $440 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $440 | TotalPaymentsAndCreditsAmt |
| Overpayment | $436 | OverpaymentAmt |
| Applied To ES Tax | $436 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
| 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 | LINDA SCHATTEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122454140 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 109 | AddressLine1Txt |
| City | HUNTINGTON STATION | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11746 | 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| FREDERICK A EATON | |||||||||
| C/O AUCHINCLOSS LAWRENCE INC | HUNTINGTON STATION | NY | 11746 | DIR/VP/TREAS | 000.00 | $0 | $0 | $0 | |
| JUSTINE E AUCHINCLOSS | |||||||||
| C/O AUCHINCLOSS LAWRENCE INC | HUNTINGTON STATION | NY | 11746 | DIR/VP/SEC | 000.00 | $0 | $0 | $0 | PO BOX 109 |
| LINDA M SCHATTEN | |||||||||
| C/O AUCHINCLOSS LAWRENCE INC | HUNTINGTON STATION | NY | 11746 | VP/SECRETARY | 000.00 | $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 | $315,059 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,800 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $336,859 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $336,859 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,053 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $331,806 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,590 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,590 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4 | TotalTaxAmt |
| Distributable Before Adj | $16,586 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $16,586 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $16,586 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,730 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $44,730 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $44,726 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,586 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $10,190 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $37,751 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,237 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,718 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,018 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $94,914 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,730 | QualifyingDistributionsAmt |
| Applied To Current Year | $16,586 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,144 | RemainingDistriFromCorpusAmt |
| Total Corpus | $123,058 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $10,190 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $112,868 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $37,751 | ExcessFromYear4Amt |
| Excess From Year3 | $9,237 | ExcessFromYear3Amt |
| Excess From Year2 | $14,718 | ExcessFromYear2Amt |
| Excess From Year1 | $23,018 | ExcessFromYear1Amt |
| Excess From Current Year | $28,144 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| DUBLIN COMMUNITY FOUNDATION | |||||
| PO BOX 1036 | DUBLIN | NH | 03444 | ASSIST COMMUNITY NEEDS | $500 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||
| CENTRAL PARK WEST 79TH ST | NEW YORK | NY | 10024 | SUPPORT MUSEUM EDUCATION PROGRAMS | $1,000 |
| DUBLIN HISTORICAL SOCIETY | |||||
| PO BOX 415 | DUBLIN | NH | 03444 | PRESERVATION OF HISTORY | $1,000 |
| CIVITAS | |||||
| 1457 LEXINGTON AVE | NEW YORK | NY | 10128 | IMPROVE NEIGHBORHOOD QUALITY OF LIFE | $1,000 |
| COLUMBIA UNIVERSITY OPTHALMOLOGY | |||||
| 635 WEST 165TH STREET | NEW YORK | NY | 10032 | SUPPORT VISION RESEARCH, EDUCATION | $1,000 |
| THE DOE FUND | |||||
| 345 EAST 102ND STREET | NEW YORK | NY | 10029 | SUPPORT SERVICES FOR HOMELESS | $1,000 |
| DUBLIN WOMENS CLUB | |||||
| PO BOX 121 | DUBLIN | NH | 03444 | SUPPORT WOMENS EDUCATION | $1,000 |
| FOUNTAIN HOUSE | |||||
| 425 WEST 47TH STREET | NEW YORK | NY | 10036 | ASSISTANCE TO THE MENTALLY ILL | $500 |
| GADENPA BUDDHIST CENTER | |||||
| 38-30 29TH STREET | LONG ISLAND CITY | NY | 11101 | SUPPORT SPIRTUAL ENLIGHTENMENT | $1,000 |
| CLUBHOUSE INTERNATIONAL | |||||
| 483 TENTH AVENUE SUITE 52 | NEW YORK | NY | 10018 | SUPPORT MENTAL ILLNESS SOLUTIONS | $1,000 |
| COMMONWEAL | |||||
| PO BOX 316 | BOLINAS | CA | 94924 | SUPPORT FOR ENVIRONMENTAL RESEARCH | $500 |
| HANDS ACROSS THE NILE | |||||
| 1601 N KENT STREET | ARLINGTON | VA | 22209 | SUPPORT RELATIONS BETWEEN USA /EGYPT | $1,000 |
| HEALTH ADVOCATES FOR OLDER PEOPLE | |||||
| 1233 SECOND AVENUE | NEW YORK | NY | 10065 | SUPPORT ELDER RIGHTS | $500 |
| LIGHTHOUSE INTERNATIONAL | |||||
| 111 EAST 59TH STREET | NEW YORK | NY | 10022 | SUPPORT VISION LOSS PROGRAMS | $1,000 |
| MILL REEF FUND | |||||
| 487 GOODWYN STREET | MEMPHIS | TN | 38111 | PROVIDE MEDICAL, EDUCATIONAL&GENERAL | $1,000 |
| THE LICIA ALBANESE PUCCINI FOUNDATI | |||||
| 8 EAST 69TH STREET | NEW YORK | NY | 10021 | SUPPORT OPERA ARTISTS | $1,200 |
| JAN HUS PRESBYTERIAN CHURCH | |||||
| 35 EAST 74TH STREET | NEW YORK | NY | 10021 | SUPPORT SPIRITUAL GROWTH | $500 |
| THE NEW YORK COMMON PANTRY | |||||
| 8 EAST 109TH STREET | NEW YORK | NY | 10029 | SUPPORT PROGRAMS THAT REDUCE HUNGER | $2,000 |
| OPPORTUNITY INC | |||||
| 1713 QUAIL DRIVE | WEST PALM BEACH | FL | 33409 | EMPOWER CHILDREN OF LOW INCOME | $3,000 |
| THE SINGLE PARENT RESOURCE CENTER | |||||
| 228 EAST 45TH STREET | NEW YORK | NY | 10017 | SUPPORT SINGLE PARENT PROGRAMS | $1,000 |
| ST JAMES CHURCH | |||||
| 865 MADISON AVENUE | NEW YORK | NY | 10021 | PROVIDE FINANCIAL SUPPORT FOR CHURCH | $2,500 |
| THE PLACE TO GO | |||||
| PO BOX 253 | PETERBOROUGH | NH | 03458 | SUPPORT FOR AFTER SCHOOL CARE | $500 |
| MONADNOCK CONSERVANCY | |||||
| PO BOX 337 | KEENE | NH | 03431 | SUPPORT FOR ENVIRONMENTAL PRESERVATI | $2,000 |
| WOMEN IN NEED | |||||
| 115 WEST 31ST STREET | NEW YORK | NY | 10001 | SUPPORT FOR HOMELESS WOMEN AND CHILD | $1,000 |
| SCENIC HUDSON | |||||
| ONE CIVIC CENTER PLAZA | POUGHKEEPSIE | NY | 12601 | PRESERVE LAND & FARMS HUDSON RIVER | $500 |
| DUBLIN COMMUNITY CENTER | |||||
| PO BOX 249 | DUBLIN | NH | 03444 | PROVIDE SUPPORT FOR ARTS AND CULTURE | $500 |
| WNYC | |||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | PROVIDE PROGRAMMING SUPPORT | $1,000 |
| CHANNEL 13 ASSOCIATES | |||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | PROVIDE SUPPORT FOR EDUCATION | $1,000 |
| DUBLIN COMMUNITY CHURCH | |||||
| 1125 MAIN STREET | DUBLIN | NH | 03444 | PROVIDE SUPPORT TO LOCAL PROGRAMS | $1,000 |
| DEPARTMENT OF NEUROSCIENCE SCRIPPS | |||||
| 130 SCRIPPS WAY 4B2 | JUPITER | FL | 33458 | SUPPORT NEURO RESEARCH | $6,000 |
| CENTRAL PARK CONSERVANCY | |||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | SUPPORT PARK IMPROVEMENTS | $500 |
| NAMI NYC METRO | |||||
| 505 8TH AVENUE | NEW YORK | NY | 10010 | SUPPORT MENTAL HEALTH PROGRAMS | $500 |
| SHARE | |||||
| 165 WEST 46TH STREET | NEW YORK | NY | 10036 | SUPPORT BREAST OVARIAN CANCER | $500 |
| THE BREARLEY SCHOOL | |||||
| 610 EAST 83RD STREET | NEW YORK | NY | 10028 | SUPPORT GIRLS EDUCATION | $500 |
| THE CARL SCHURZ PARK CONSERVANCY | |||||
| 1562 FIRST AVENUE | NEW YORK | NY | 10028 | SUPPORT PARK PRESERVATION& IMPROVEME | $1,500 |
| YALE UNIVERSITY | |||||
| PO BOX 1890 | NEW HAVEN | CT | 06508 | SUPPORT STUDENT LIFE, TEACHING, | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,638 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,550 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,642 | ExclusionAmt |
| Related Or Exempt Function Incm | $11,550 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,192 | 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 | $3,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| SEE ATTACHED | PURCHASE | $44,909 | $45,190 | -$281 |
| SEE ATTACHED | PURCHASE | $60,073 | $48,242 | $11,831 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | US TRUST ACCOUNT SECURITIES | StockNm |
| EOY Book Value | $177,859 | EOYBookValueAmt |
| EOYFMV | $317,445 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| FOREIGN TAXES PAID-PUBLIC SEC | $354 | $354 | |
| INVESTMENT EXPENSES | $2,354 | $1,177 | $1,177 |
| NY FILING FEES | $125 | $125 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAN AND MANAGEMENT FEES | CategoryTxt |
| Amt | $2,545 | Amt |
| Net Investment Income | $1,227 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,228 | DisbursementsCharitablePrpsAmt |