CONWAY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CONWAY FOUNDATION INC (EIN 13-3392387)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-11
- IRS object ID
- 201711929349100401
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-11T09:04:01-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203876835 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT RICH COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 PENNSYLVANIA PLAZA STE 2116 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10122 | 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 | 133392387 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONWAY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONW | BusinessNameControlTxt |
| Phone | 2122169600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 PENN PLAZA SUITE 2116 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLISON C WORTHINGTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2017-07-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT E RICH | PreparerPersonNm |
| PTIN | P00282140 | PTIN |
| Phone | 2122169600 | PhoneNum |
| Preparation | 2017-07-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 751DA2C7D9E9A72C0FC69D26E300F4A2B082618E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AE39B0FE94649197E9E6E3E84555FD95078F370C | 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 | $1,019,155 | 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 | $29,981 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,981 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $29,981 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,722 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $123,113 | GrossSalesPriceAmt |
| Total Rev And Expnss | $25,259 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,981 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $29,981 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $5,592 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,592 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $5,592 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,592 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,226 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,226 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,226 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,226 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $520 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $520 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $520 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $520 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,338 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,338 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $7,338 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,338 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,838 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,338 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $7,338 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,838 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$579 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,643 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,643 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,255 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $16,969 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,413 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $770,115 | CorporateStockBOYAmt |
| Corporate Stock EOY | $763,347 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,019,155 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $801,339 | TotalAssetsBOYAmt |
| Total Assets EOY | $800,760 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,019,155 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $801,339 | UnrestrictedBOYAmt |
| Unrestricted EOY | $800,760 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $801,339 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $800,760 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $801,339 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $800,760 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $801,339 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$579 | ExcessRevenueOverExpensesAmt |
| Subtotal | $800,760 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $800,760 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $29,437 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $869,438 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033858 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $35,665 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $849,799 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041969 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $37,133 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $733,709 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050610 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $44,819 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $670,972 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066797 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $44,417 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $660,024 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067296 | DistributionYr5Rt |
| Total Distribution | 0.260530 | TotalDistributionRt |
| Average Distribution | 0.052106 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $906,447 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $47,231 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $226 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $47,457 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $25,838 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $453 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $453 | SubtotalAmt |
| Tax Based On Investment Income | $453 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $453 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT RICH COMPANY | BusinessNameLine1Txt |
| Business Name Line2 | ROBERT RICH COMPANY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122169600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 PENN PLAZA | AddressLine1Txt |
| Address Line2 | SUITE 2116 | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10122 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| ALLISON C WORTHINGTON | |||||||||
| 251 EAST 51ST STREET APT 14J | NEW YORK | NY | 10022 | PRESIDENT | 000.00 | $0 | $0 | $0 | |
| WILLIAM W GAY | |||||||||
| 37 STRUGIS ROAD | BRONXVILLE | NY | 10708 | DIRECTOR | 000.00 | $0 | $0 | $0 | |
| EDMUND B CAREY | |||||||||
| 520 NORTH KINGBURY STREET | CHICAGO | IL | 60654 | DIRECTOR | 000.00 | $0 | $0 | $0 | APT 608 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDE COLLEGE TUITION TO FOUR LOWER INCOME FAMILY STUDENTS. TOTAL PAID 17,500. | Description1Txt |
| Description2 | SUPPORT THE CHORAL PROGRAMS AND OPERATION OF MONTAUK COMMUNITY CHURCH, 850 MONTAUK, HIGHWAY, MONTAUK, NY 11954 TOTAL PAID 1,000. | Description2Txt |
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 | $900,899 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,352 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $920,251 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $920,251 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,804 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $906,447 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,322 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,322 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $453 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $453 | TotalTaxAmt |
| Distributable Before Adj | $44,869 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $44,869 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $44,869 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,838 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $25,838 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $25,838 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,869 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $4,709 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,748 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,013 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $47,470 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,838 | QualifyingDistributionsAmt |
| Applied To Current Year | $25,838 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $19,031 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $19,031 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $28,439 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $28,439 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $28,439 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF MIAMI - SHELBY JOYCE | |||||||
| 1252 MEMORIAL DRIVE | 1252 MEMORIAL DRIVE | CORAL GABLES | FL | 33146 | MATRIC. STUDENT | SCHOLARSHIP-COLLEGE EDUCATION | $2,500 |
| SUNY GENESEO-KMALLINSONCESPOSITO | |||||||
| 1 COLLEGE CIRCLE | 1 COLLEGE CIRCLE | GENESEO | NY | 14454 | MATRIC STUDENTS | SCHOLARSHIP - COLLEGE EDUCATION | $5,000 |
| STONY BROOK UNIV -MICHAEL BURNS | |||||||
| 118 ADMINISTRATION BLDG | 118 ADMINISTRATION BLDG | STONY BROOK | NY | 11794 | MATRIC STUDENT | SCHOLARSHIP-COLLEGE EDUCATION | $5,000 |
| COLLEGE OF CHARLESTON-SHANA DEVLIN | |||||||
| 66 GEORGE ST | 66 GEORGE ST | CHARLESTON | SC | 29424 | MATRIC STUDENT | SCHOLARSHIP-COLLEGE EDUCATION | $5,000 |
| MONTAUK COMMUNITY CHURCH | |||||||
| 850 MONTAUK HIGHWAY | 850 MONTAUK HIGHWAY | MONTAUK | NY | 11954 | CHORAL GROUP SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $29,981 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$4,722 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $25,259 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,259 | 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 | ROBERT RICH COMPANY | CategoryTxt |
| Amt | $5,592 | Amt |
| Net Investment Income | $5,592 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,592 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,592 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| CATERPILLAR INC | 2013-06 | PURCHASE | 2016-10 | $52,763 | $51,599 | $1,164 |
| INTERCONTINENTAL EXCHANGE GROUP | 2006-07 | PURCHASE | 2016-08 | $70,350 | $76,236 | -$5,886 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ROYAL DUTCH SHELL ADR | $46,149 | $40,785 |
| CATERPILLAR INC | ||
| INTEL CORP | $148,542 | $181,350 |
| INTERCONTINENTAL EXCHANGE GROUP | $86,288 | $70,525 |
| JPMORGAN CHASE & CO | $47,301 | $86,290 |
| MICROSOFT CORP | $186,582 | $248,560 |
| POTASH CORP | $36,219 | $21,708 |
| URSTADT BIDDLE PROPERTIES | $91,200 | $241,100 |
| WALT DISNEY CO | $67,069 | $72,954 |
| SPDR S&P 500 ETF | $53,997 | $55,883 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXPENSES | ||||
| UBS SERVICE CHARGE | $150 | $150 | $150 | $150 |
| NYS ATTORNEY GENERAL FEE | $100 | $100 | $100 | $100 |
| BANK OF NY SERVICE CHARGE | $270 | $270 | $270 | $270 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DIVIDEND WITHHOLDING TAX | $717 | $717 | $717 | $717 |
| US TREASURY | $509 | $509 | $509 | $509 |
Comments