NETTER FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- NETTER FOUNDATION INC (EIN 13-6176542)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201711359349100711
- 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 Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T07:31:09-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112950263 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOFLER LEVENSTEIN ROMANOTTO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MERRICK ROAD SUITE 210E | AddressLine1Txt |
| City | ROCKVILLE CENTRE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115704881 | 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 | 136176542 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NETTER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NETT | BusinessNameControlTxt |
| Phone | 9142712802 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 FOX RUN ROAD | AddressLine1Txt |
| City | CROTON ON HUDSON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105203707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALFRED NETTER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 9142712802 | PhoneNum |
| Signature | 2017-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD CEPLER | PreparerPersonNm |
| PTIN | P00039158 | PTIN |
| Phone | 5165360300 | PhoneNum |
| Preparation | 2017-05-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.167.19.109 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-10 | IPDt |
| IP Tm | 14:36:12 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E7A2A1280A90D04C58E6E3BCC50FCD9627EC6B62 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F1279D8D9B265F68E7A34D436C911793CE5C46FB | 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 | $4,852,923 | 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 | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $137,459 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $137,459 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,656 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $239,611 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,656 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $162,117 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $162,117 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $49,508 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,508 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $18 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $18 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,276 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,876 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,150 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $244,925 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $244,925 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $299,201 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,876 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $248,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$137,084 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $111,241 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,797 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,623 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,623 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,069,164 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,918,309 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,245,775 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,603,442 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,582,387 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,556,525 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,688,403 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,551,319 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,852,923 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,900,454 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,900,456 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $787,949 | RetainedEarningBOYAmt |
| Retained Earning EOY | $650,863 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,688,403 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,551,319 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,688,403 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,551,319 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,688,403 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$137,084 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,551,319 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,551,319 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES S&P MID-CAP 400 VALUE ETF | P | 2013-11-27 | 2016-04-22 | $25,123 | $20,516 | $4,607 | $4,607 |
| ISHARES S&P 500 GROWTH ETF | P | 2013-11-27 | 2016-01-05 | $54,986 | $45,271 | $9,715 | $9,715 |
| ISHARES S&P 500 VALUE ETF | P | 2013-11-27 | 2016-03-07 | $83,710 | $74,393 | $9,317 | $9,317 |
| PIMCO INCOME FUND CLASS P | P | 2013-11-27 | 2016-01-05 | $66,000 | $67,128 | -$1,128 | -$1,128 |
| VANGUARD REIT ETF | P | 2013-11-27 | 2016-04-22 | $9,792 | $7,647 | $2,145 | $2,145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,656 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $242,086 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,893,907 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049467 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $197,040 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,911,217 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040120 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $233,412 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,700,865 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049653 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $221,021 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,458,471 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049573 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $209,780 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,466,518 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046967 | DistributionYr5Rt |
| Total Distribution | 0.235780 | TotalDistributionRt |
| Average Distribution | 0.047156 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,696,229 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $221,455 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,112 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $222,567 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $248,075 | 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 | $1,112 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,112 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,112 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,465 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,465 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,353 | OverpaymentAmt |
| Applied To ES Tax | $7,353 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KOFLER LEVENSTEIN ROMANOTTO PC | IndividualWithBooksNm |
| Phone | 5165360300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MERRICK RD | AddressLine1Txt |
| City | ROCKVILLE CENTRE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115704881 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| RONALD NETTER | ||||||||
| 2 OLD TOWN HIGHWAY UNIT 7 | EAST HAVEN | CT | 06512 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| ALFRED NETTER | ||||||||
| 24 FOX RUN ROAD | CROTON ON HUDSON | NY | 10520 | SECRETARY | 0.00 | $0 | $0 | $0 |
| NADINE NETTER LEVY | ||||||||
| 315 SEASPRAY AVENUE | PALM BEACH | FL | 33480 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,748,082 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,663 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,767,745 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,767,745 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,516 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,696,229 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $234,811 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $234,811 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,112 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,112 | TotalTaxAmt |
| Distributable Before Adj | $233,699 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $233,699 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $233,699 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $248,075 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $248,075 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,112 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $246,963 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $233,699 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $238,010 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $248,075 | QualifyingDistributionsAmt |
| Applied To Year1 | $238,010 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,065 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $223,634 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FRACTURED ATLAS | |||||||
| 248 W 35TH ST 10 | NEW YORK | NY | 10001 | NONE | NONE | CHARITY | $8,000 |
| DOROT PROJECT | |||||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | NONE | NONE | CHARITY | $500 |
| ALLIANCE FOR CANCER GENE THERAPY | |||||||
| 96 CUMMINGS POINT RD | STAMFORD | CT | 06902 | NONE | NONE | CHARITY | $1,000 |
| ALL OUR KIN | |||||||
| 414 CHAPEL STREET STE 100 | NEW HAVEN | CT | 06511 | NONE | NONE | CHARITY | $500 |
| ALTERNATIVES TO VIOLENCE | |||||||
| PO BOX 6851 | ITHACA | NY | 14851 | NONE | NONE | CHARITY | $1,000 |
| BIRTHRIGHT ISRAEL | |||||||
| 33 E 33RD STREET | NEW YORK | NY | 10016 | NONE | NONE | CHARITY | $1,000 |
| BREAST CANCER RESEARCH | |||||||
| 60 E 66TH ST | NEW YORK | NY | 10022 | NONE | NONE | CHARITY | $500 |
| CAA FOUNDATION | |||||||
| 405 LEXINGTON AVENUE 19TH FLOOR | NEW YORK | NY | 10174 | NONE | NONE | CHARITY | $10,625 |
| CARNEGIE HALL | |||||||
| 881 7TH AVE | NEW YORK | NY | 10019 | NONE | NONE | CHARITY | $5,000 |
| CHILDRENS CENTER OF HAMDEN | |||||||
| 1400 WHITNEY AVE | HAMDEN | CT | 06517 | NONE | NONE | CHARITY | $5,000 |
| CREATIVE ALTERNATIVES | |||||||
| 225 W 99TH ST | NEW YORK | NY | 10025 | NONE | NONE | CHARITY | $2,500 |
| CROTON CARING COMMITTEE | |||||||
| 38 PENFIELD AVE | CROTON ON HUDSON | NY | 10520 | NONE | NONE | CHARITY | $2,500 |
| DENAN PROJECT | |||||||
| PO BOX 543 | WOODBURY | CT | 06798 | NONE | NONE | CHARITY | $1,000 |
| FCFC | |||||||
| 227 EAST GRAND AVE | NEW HAVEN | CT | 06513 | NONE | NONE | CHARITY | $5,000 |
| FELLOWSHIP PLACE | |||||||
| 441 ELM STREET | NEW HAVEN | CT | 06511 | NONE | NONE | CHARITY | $5,000 |
| FRIENDS OF THE IDF | |||||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | NONE | NONE | CHARITY | $500 |
| GUIDANCE CENTER FOR WESTCHESTER | |||||||
| 256 WASHINGTON STREET | MOUNT VERNON | NY | 10553 | NONE | NONE | CHARITY | $5,250 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 E 42ND ST FL 12 | NEW YORK | NY | 10168 | NONE | NONE | CHARITY | $2,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 E 69TH STREET | NEW YORK | NY | 10021 | NONE | NONE | CHARITY | $500 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 1311 MAMARONECK AVE STE 310 | WHITE PLAINS | NY | 10605 | NONE | NONE | CHARITY | $10,000 |
| MUSIC HAVEN | |||||||
| PO BOX 207332 | NEW HAVEN | CT | 06520 | NONE | NONE | CHARITY | $2,000 |
| NEW HAVEN FRIENDS MEETING | |||||||
| 223 E GRAND AVE | NEW HAVEN | CT | 06513 | NONE | NONE | CHARITY | $3,000 |
| NEW HAVEN READS | |||||||
| 45 BRISTOL STREET | NEW HAVEN | CT | 06511 | NONE | NONE | CHARITY | $5,000 |
| NY PHILHARMONIC | |||||||
| 10 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | NONE | NONE | CHARITY | $5,000 |
| NY PUBLIC RADIO | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | NONE | CHARITY | $500 |
| PRISONER VISITATION SUPPORT | |||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | NONE | NONE | CHARITY | $2,000 |
| SELFHELP | |||||||
| 520 EIGHTH AVE | NEW YORK | NY | 10018 | NONE | NONE | CHARITY | $89,500 |
| SOUTH CAROLINA AQUARIUM | |||||||
| 10 WHARFSIDE STREET | CHARLESTON | SC | 29401 | NONE | NONE | CHARITY | $500 |
| TEMPLE ISRAEL OF N WESTCHESTER | |||||||
| 31 GLENGARY ROAD | CROTON ON HUDSON | NY | 10520 | NONE | NONE | CHARITY | $4,800 |
| THE SUMMER CAMP | |||||||
| 8 CHURCH STREET | BRIDGTON | ME | 04009 | NONE | NONE | CHARITY | $250 |
| THREE LAKES COUNCIL | |||||||
| PO BOX 241 | SOUTH SALEM | NY | 10590 | NONE | NONE | CHARITY | $5,000 |
| TOWN OF NORTH ELBA PARK DISTRICT | |||||||
| 2693 MAIN STREET | LAKE PLACID | NY | 12946 | NONE | NONE | CHARITY | $2,500 |
| UJA | |||||||
| 701 WESTCHESTER AVE STE 203E | WHITE PLAINS | NY | 10604 | NONE | NONE | CHARITY | $1,500 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | NONE | NONE | CHARITY | $5,000 |
| YALE UNIVERSITY | |||||||
| 246 CHURCH ST | NEW HAVEN | CT | 06520 | NONE | NONE | CHARITY | $15,000 |
| FCNL EDUCATION FUND | |||||||
| 245 SECOND ST NE | WASHINGTON | DC | 20002 | NONE | NONE | CHARITY | $13,500 |
| GILDA'S CLUB OF WESTCHESTER | |||||||
| 80 MAPLE AVE | WHITE PLAINS | NY | 10601 | NONE | NONE | CHARITY | $500 |
| HABITAT FOR HUMANITY-COASTAL | |||||||
| 1542 BARNUM AVE | BRIDGEPORT | CT | 06610 | NONE | NONE | CHARITY | $500 |
| JERICHO JEWISH CENTER | |||||||
| 430 N BROADWAY | JERICHO | NY | 11753 | NONE | NONE | CHARITY | $500 |
| MUSIC HEALS US | |||||||
| 900 RIVERSIDE DRIVE APT 6B | NEW YORK | NY | 10032 | NONE | NONE | CHARITY | $1,000 |
| PARENTS FOUNDATION FOR TRANSITIONAL LIVING | |||||||
| 100 BROADWAY | NEW HAVEN | CT | 06511 | NONE | NONE | CHARITY | $500 |
| PARTNERSHIP FOR CHIDLRENS RIGHTS | |||||||
| 271 MADISON AVE 17 | NEW YORK | NY | 10016 | NONE | NONE | CHARITY | $2,000 |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | NONE | CHARITY | $500 |
| SOLAR YOUTH | |||||||
| 53 WAYFARER ST | NEW HAVEN | CT | 06515 | NONE | NONE | CHARITY | $2,500 |
| STAMFORD PUBLIC SCHOOLS | |||||||
| 888 WASHINGTON BOULEVARD 5TH FLOOR | STAMFORD | CT | 06901 | NONE | NONE | CHARITY | $10,000 |
| WEIZMANN INSTITUTE | |||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | NONE | NONE | CHARITY | $500 |
| WESTERN CT STATE UNIVERSITY | |||||||
| 181 WHITE ST | DANBURY | CT | 06810 | NONE | NONE | CHARITY | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $244,925 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $137,459 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,656 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $162,117 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $162,117 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $1,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,150 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD SHORT TERM CORPORATE BD ETF | $721,672 | $713,139 |
| PIMCO INCOME FUND | $860,715 | $843,386 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES S&P 500 VALUE ETF | $673,158 | $810,026 |
| ISHARES S&P 500 GROWTH ETF | $628,685 | $793,218 |
| ISHARES TRUST S&P MIDCAP 400 | $212,687 | $270,962 |
| ISHARES CORE MSCI EAFE ETF | $966,416 | $866,125 |
| VANGUARD REIT ETF | $194,795 | $252,294 |
| VANGUARD TOTAL WORLD STK INDEX | $242,568 | $253,150 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $49,508 | Amt |
| Net Investment Income | $49,508 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NYS DEPT OF LAW | CategoryTxt |
| Amt | $250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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