DEL VECCHIO FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
DEL VECCHIO FAMILY FOUNDATION (EIN 20-5156807)
Tax period
2016-04-01 to 2017-03-31
Filed
2017-08-03
IRS object ID
201702159349100740
Schema version
2016v3.1
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)
Return2017-08-03T15:17:55-05:00ReturnTs
Tax Period End2017-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANCHIN BLOCK & ANCHIN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11375 BROADWAYAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100187001ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205156807EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEL VECCHIO FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% C/O ANCHIN BLOCK & ANCHIN LInCareOfNm
Business Name ControlDELVBusinessNameControlTxt
Phone2128403456PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O ANCHIN - 1375 BROADWAYAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCLAUDIO DEL VECCHIOPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2128403456PhoneNum
Signature2017-08-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY PERELMANPreparerPersonNm
PTINP00568345PTIN
Phone2128403456PhoneNum
Preparation2017-08-01PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address208.221.150.5IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id13087820172155000020FederalOriginalSubmissionId
Federal Original Submission Id2017-08-03FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id160F7B21087CDBFCDBD06AEDA57D6B2E0520AA28AtSubmissionCreationDeviceId
At Submission Filing Device Id605F7005174A608186DBEA72F2107212DB7AF958AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,400,516FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,250ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$29InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$29InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$19,864DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,864DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$220,143TotalRevAndExpnssAmt
Total Net Invst Incm$19,893TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$7,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,750AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$3,750AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$5,563TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,164TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$533OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$533OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,596TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,914TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,283TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$75,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$75,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$88,596TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,914TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$79,283TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$131,547ExcessRevenueOverExpensesAmt
Net Investment Income$10,979NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$102,247CashBOYAmt
Cash EOY$233,765CashEOYAmt
Cash EOYFMV$233,765CashEOYFMVAmt
Sav And Temp Cash Invst BOY$65,722SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$65,751SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$65,751SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$637,000CorporateStockBOYAmt
Corporate Stock EOY$637,000CorporateStockEOYAmt
Corporate Stock EOYFMV$1,101,000CorporateStockEOYFMVAmt
Total Assets BOY$804,969TotalAssetsBOYAmt
Total Assets EOY$936,516TotalAssetsEOYAmt
Total Assets EOYFMV$1,400,516TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$804,969RetainedEarningBOYAmt
Retained Earning EOY$936,516RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$804,969TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$936,516TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$804,969TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$936,516TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$804,969TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$131,547ExcessRevenueOverExpensesAmt
Subtotal$936,516SubtotalAmt
Tot Net Ast Or Fund Balances EOY$936,516TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$169,273AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,417,901NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.119383DistributionYr1Rt
Adjusted Qlfy Distri Yr2$169,241AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,246,847NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.135735DistributionYr2Rt
Adjusted Qlfy Distri Yr3$157,325AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,275,885NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.123307DistributionYr3Rt
Adjusted Qlfy Distri Yr4$69,102AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$929,822NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.074317DistributionYr4Rt
Adjusted Qlfy Distri Yr5$169,585AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$637,891NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.265853DistributionYr5Rt
Total Distribution0.718595TotalDistributionRt
Average Distribution0.143719AverageDistributionRt
Net Vl Noncharitable Assets$1,236,011NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$177,638AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$110NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$177,748AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$79,283QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$220InvestmentIncomeExciseTaxAmt
Subtotal$220SubtotalAmt
Tax Based On Investment Income$220TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$220TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CO ANCHIN BLOCK & ANCHIN LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2128403456PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11375 BROADWAYAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CLAUDIO DEL VECCHIO
C/O ANCHIN - 1375 BROADWAYNEW YORKNY10018PRESIDENT2.0$0$0$0
DEBRA DEL VECCHIO
C/O ANCHIN - 1375 BROADWAYNEW YORKNY10018SECT'Y/TREASURER/DIRECTOR2.0$0$0$0
MATTEO DEL VECCHIO
C/O ANCHIN - 1375 BROADWAYNEW YORKNY10018DIRECTOR2.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,027,150AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$227,684AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,254,834TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,254,834AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,823CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,236,011NetVlNoncharitableAssetsAmt
Minimum Investment Return$61,801MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$61,801MinimumInvestmentReturnAmt
Tax Based On Investment Income$220TaxBasedOnInvestmentIncomeAmt
Total Tax$220TotalTaxAmt
Distributable Before Adj$61,581DistributableBeforeAdjAmt
Distributable Before Ded$61,581DistributableBeforeDedAmt
Distributable As Adjusted$61,581DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$79,283ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$79,283QualifyingDistributionsAmt
Adjusted Qualifying Distri$79,283AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$61,581DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$137,787ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$22,735ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$93,685ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$107,112ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$98,777ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$460,096TotalExcessDistributionCyovAmt
Qualifying Distributions$79,283QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$61,581AppliedToCurrentYearAmt
Remaining Distri From Corpus$17,702RemainingDistriFromCorpusAmt
Total Corpus$477,798TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$137,787ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$340,011ExcessDistriCyovToNextYrAmt
Excess From Year4$22,735ExcessFromYear4Amt
Excess From Year3$93,685ExcessFromYear3Amt
Excess From Year2$107,112ExcessFromYear2Amt
Excess From Year1$98,777ExcessFromYear1Amt
Excess From Current Year$17,702ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCLAUDIO DEL VECCHIOContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN ITALIAN CANCER FOUNDATION
112 E 71ST STREET 2BNEW YORKNY10021nonePCGENERAL FUND$65,000
FRIENDS OF TELETHON FOUNDATION ITALY INC
3501 VIA DEL PRADOCALABASASCA913025583NONEPCGENERAL FUND$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$75,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,864ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$19,893ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$19,893TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonCLAUDIO DEL VECCHIOContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O ANCHINBLOCK ANCHIN-1375 BROAAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Total Contributions$200,250TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING, TAX RETURN
PREPARATION AND CONSULTING
FEES$7,500$3,750$3,750

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock20,000 SHS LUXOTTICA GROUPStockNm
EOY Book Value$637,000EOYBookValueAmt
EOYFMV$1,101,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NYS FILING FEES$250$250
BANK FEES$48$48
DELAWARE FILING FEES$235$235

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL EXCISE TAX ON NET
INVESTMENT INCOME$399
FOREIGN INCOME TAX WITHHELD
ON DIVIDENDS$5,164$5,164

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