GREENMAN FAMILY CHARITABLEFOUNDATION: Form 990PF, tax year 2016
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- Organization
- GREENMAN FAMILY CHARITABLEFOUNDATION (EIN 20-5926652)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-08
- IRS object ID
- 201711289349100106
- 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 Bonds Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-08T06:37:18-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL WERBEL CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 DUPONT ST STE 208 | AddressLine1Txt |
| City | PLAINVIEW | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 118031606 | 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 | 205926652 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GREENMAN FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 6314227367 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 WAMPUM LANE | AddressLine1Txt |
| City | WEST ISLIP | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117955211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY S HEILPERN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6314227367 | PhoneNum |
| Signature | 2017-04-26 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL WERBEL | PreparerPersonNm |
| Phone | 5165767033 | PhoneNum |
| Preparation | 2017-05-08 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.86.215.45 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-08 | IPDt |
| IP Tm | 06:36:42 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C9DE3FE6CDBF3DB189C758BB24AD4CBF89C491B5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2F5FCB173BAC6CA6B11765CE4AC20BCDFEA0B9B9 | 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 | $514,375 | 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 |
| Dividends Rev And Expnss | $13,061 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,061 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $13,061 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $328,992 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $140 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $13,061 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $342,053 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $13,201 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $900 | AccountingFeesAdjNetIncmAmt |
| Printing And Pub Rev And Expnss | $15 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $15 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $15 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $2,477 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,477 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $2,477 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,392 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,392 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,392 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,642 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,392 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,392 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$581 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $338,661 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,809 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,997 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $340,564 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $340,564 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $1,504 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,504 | PrepaidExpensesEOYFMVAmt |
| Corporate Bonds BOY | $75,728 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $71,507 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $71,507 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $104,736 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $100,800 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $100,800 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $189,461 | TotalAssetsBOYAmt |
| Total Assets EOY | $514,375 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $514,375 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $3,497 | LoansFromOfficersBOYAmt |
| Total Liabilities BOY | $3,497 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $185,964 | UnrestrictedBOYAmt |
| Unrestricted EOY | $514,375 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $185,964 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $514,375 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $189,461 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $514,375 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $185,964 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$581 | ExcessRevenueOverExpensesAmt |
| Other Increases | $328,992 | OtherIncreasesAmt |
| Subtotal | $514,375 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $514,375 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EDGEWOOD GRWTH FD | P | 2016-07-18 | 2016-10-03 | $460 | $0 | $444 | $16 | $0 | $0 | $0 | $16 |
| ADVISORS INNER CIRCLE FD | P | 2016-07-18 | 2016-10-03 | $239 | $0 | $239 | $0 | $0 | $0 | $0 | $0 |
| T ROWE PRICE LG CAP GRWTH | P | 2016-02-08 | 2016-07-18 | $1,413 | $0 | $1,282 | $131 | $0 | $0 | $0 | $131 |
| ISHARES TR S&P 500 | P | 2016-07-18 | 2016-10-03 | $217 | $0 | $217 | $0 | $0 | $0 | $0 | $0 |
| ISHARES CORE MSCI PACIFIC | P | 2016-02-08 | 2016-07-18 | $145 | $0 | $129 | $16 | $0 | $0 | $0 | $16 |
| ISHARES CORE MSCI EUROPE | P | 2015-10-19 | 2016-07-18 | $1,321 | $0 | $1,405 | -$84 | $0 | $0 | $0 | -$84 |
| JPMORGAN TR I US | P | 2015-10-19 | 2016-07-18 | $1,583 | $0 | $1,391 | $192 | $0 | $0 | $0 | $192 |
| MAINSTAY ICAP INTL | P | 2015-10-19 | 2016-07-18 | $360 | $0 | $388 | -$28 | $0 | $0 | $0 | -$28 |
| OSTERWEIS STRAT INC FD | P | 2015-10-19 | 2016-02-08 | $113 | $0 | $122 | -$9 | $0 | $0 | $0 | -$9 |
| WASATCH LONG/SHORT FD | P | 2015-02-23 | 2016-02-08 | $416 | $0 | $532 | -$116 | $0 | $0 | $0 | -$116 |
| WFA ABSOLUTE RET FD | P | 2016-02-08 | 2016-10-03 | $214 | $0 | $192 | $22 | $0 | $0 | $0 | $22 |
| ADVISORS CAMBIAR SMALL CAP FD | P | 2013-03-11 | 2016-07-18 | $247 | $0 | $308 | -$61 | $0 | $0 | $0 | -$61 |
| JOHCM INERNATIONAL SEL | P | 2015-06-15 | 2016-10-03 | $940 | $0 | $1,005 | -$65 | $0 | $0 | $0 | -$65 |
| BLACKSTONE ALT MULTI-STRAT | P | 2014-06-16 | 2016-07-06 | $60 | $0 | $60 | $0 | $0 | $0 | $0 | $0 |
| BRANDES INTL S/C EQUITY | P | 2014-03-24 | 2016-10-03 | $393 | $0 | $407 | -$14 | $0 | $0 | $0 | -$14 |
| DOUBLELINE TOTAL RET FD | P | 2012-08-06 | 2016-10-03 | $1,025 | $0 | $1,057 | -$32 | $0 | $0 | $0 | -$32 |
| EATON VANCE ATLANTA CAP | P | 2014-03-24 | 2016-07-06 | $554 | $0 | $485 | $69 | $0 | $0 | $0 | $69 |
| GOTHAM NEUTRAL FD | P | 2014-08-18 | 2016-07-06 | $195 | $0 | $220 | -$25 | $0 | $0 | $0 | -$25 |
| T ROWE PRICE LG-CAP GRWTH | P | 2014-08-18 | 2016-07-18 | $1,344 | $0 | $1,284 | $60 | $0 | $0 | $0 | $60 |
| ISHARES TREAS BD ETF | P | 2015-02-23 | 2016-10-03 | $710 | $0 | $684 | $26 | $0 | $0 | $0 | $26 |
| ISHARES CORE MSCI PACIFIC ETF | P | 2014-08-18 | 2016-07-18 | $2,846 | $0 | $3,051 | -$205 | $0 | $0 | $0 | -$205 |
| ISHARES CORE MSCI EUROPE | P | 2014-08-18 | 2016-07-18 | $3,282 | $0 | $3,881 | -$599 | $0 | $0 | $0 | -$599 |
| JOHN HANCOCK III DISCIPLINED VALUE | P | 2013-03-11 | 2016-07-06 | $5,147 | $0 | $5,051 | $96 | $0 | $0 | $0 | $96 |
| JOHN HANCOCK III DISCIPLINED VALUE | P | 2013-03-11 | 2016-10-03 | $199 | $0 | $171 | $28 | $0 | $0 | $0 | $28 |
| JPMORGAN TR I US | P | 2014-08-18 | 2016-07-18 | $13,797 | $0 | $14,626 | -$829 | $0 | $0 | $0 | -$829 |
| MAINSTAY ICAP INTL | P | 2013-10-07 | 2016-02-08 | $4,750 | $0 | $5,539 | -$789 | $0 | $0 | $0 | -$789 |
| OSTERWEIS STRAT INC FD | P | 2013-07-29 | 2016-02-08 | $6,058 | $0 | $6,925 | -$867 | $0 | $0 | $0 | -$867 |
| T ROWE PRICE SM CAP GRWTH FD | P | 2012-09-04 | 2016-07-06 | $394 | $0 | $261 | $133 | $0 | $0 | $0 | $133 |
| VANGUARD MTG BACKED SECS | P | 2012-08-06 | 2016-10-03 | $129 | $0 | $126 | $3 | $0 | $0 | $0 | $3 |
| WASATCH LONG/SHORT FD | P | 2012-08-06 | 2016-02-08 | $2,723 | $0 | $3,343 | -$620 | $0 | $0 | $0 | -$620 |
| WFA ABSOLUTE RET FD | P | 2014-03-24 | 2016-07-06 | $3,705 | $0 | $3,896 | -$191 | $0 | $0 | $0 | -$191 |
| FEDERATED STRAT VALUE FD | P | 2010-10-25 | 2016-07-06 | $1,265 | $0 | $867 | $398 | $0 | $0 | $0 | $398 |
| T ROWE PRICE INSTL LG-CAP GRWTH FD | P | 2010-05-24 | 2016-07-06 | $9,571 | $0 | $5,599 | $3,972 | $0 | $0 | $0 | $3,972 |
| OPPENHEIMER DEVELOPING MKT FD | P | 2010-10-25 | 2016-07-06 | $778 | $0 | $864 | -$86 | $0 | $0 | $0 | -$86 |
| PIMCO INVT GRADE CORP FD | P | 2009-02-02 | 2016-02-08 | $1,493 | $0 | $1,426 | $67 | $0 | $0 | $0 | $67 |
| GREENMAN - PEDERSEN COMMON | D | 2003-01-01 | 2016-12-31 | $328,383 | $0 | $0 | $328,383 | $0 | $0 | $0 | $328,383 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $328,992 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $140 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,896 | AdjustedQlfyDistriYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.000000 | TotalDistributionRt |
| Average Distribution | 0.000000 | AverageDistributionRt |
| Net Investment Income Pct | $3,387 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,387 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,773 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,773 | SubtotalAmt |
| Tax Based On Investment Income | $6,773 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $6,773 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | MARY S HEILPERN | IndividualWithBooksNm |
| Phone | 6314227367 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 WAMPUM RD | AddressLine1Txt |
| City | WEST ISLIP | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11795 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZY HEILPERN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 WAMPUM LANE | AddressLine1Txt |
| City | WEST ISLIP | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11795 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $6,773 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,773 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $10,000 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $10,000 | TotalExcessDistributionCyovAmt |
| Total Corpus | $10,000 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $10,000 | ExcessDistriCyovFromYr5Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHRIST CHURCH | ||||||
| 61 E MAIN ST | OYSTER BAY | NY | 11771 | 501C3 | CONTRIBUTION | $1,000 |
| SOUTHSIDE HOSPITAL | ||||||
| 301 E MAIN ST | BAY SHORE | NY | 11706 | 501C3 | CONTRIBUTION | $250 |
| AMERICAN CANCER SOCIETY | ||||||
| 6800 JERICHO TPKE | SYOSSET | NY | 11791 | 501C3 | CONTRIBUTION | $1,500 |
| MONDAYS AT RACINE | ||||||
| 341 MAIN ST | ISLIP | NY | 11751 | 501C3 | CONTRIBUTION | $2,500 |
| MORGAN CENTER | ||||||
| PO BOX 333 | BRIGHTWATERS | NY | 11718 | 501C3 | CONTRIBUTION | $3,000 |
| CARLY'S KIDS | ||||||
| 4 NORTHRIDGE DR | HILTON HEAD ISLAND | SC | 29925 | 501C3 | CONTRIBUTION | $1,500 |
| AJC LONG ISLAND | ||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | 501C3 | CONTRIBUTION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $13,061 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 3 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $13,061 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,061 | 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 | M WERBEL CPA TAX/ACCTG | CategoryTxt |
| Amt | $900 | Amt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $900 | AdjustedNetIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS | BondNm |
| EOY Book Value | $71,507 | EOYBookValueAmt |
| EOYFMV | $71,507 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VARIOUS COMMON STOCKS | CategoryOrItemTxt |
| Book Value | $100,800 | BookValueAmt |
| EOYFMV | $100,800 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $2,477 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,477 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,477 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN INCOME | Desc |
| Amt | $328,992 | Amt |
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