MAJOR FAMILY TRUST: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MAJOR FAMILY TRUST (EIN 13-7221394)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-02
- IRS object ID
- 201713069349100701
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-02T08:38:54-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORFMAN MIZRACH & THALER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 ROUTE ONE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137221394 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAJOR FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARTIN MAJOR | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARTIN MAJOR | InCareOfNm |
| Business Name Control | MAJO | BusinessNameControlTxt |
| Phone | 9149231120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 CHESTNUT HILL LN | AddressLine1Txt |
| City | BRIARCLIFF MANOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN MAJOR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7324041860 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FREDERIC THALER | PreparerPersonNm |
| PTIN | P00664524 | PTIN |
| Phone | 7324041860 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 20757420173065000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-02 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 832FA26858913A4FC774E80E880FD7CF8B029876 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CD2173A43874EAC0F7512A7DC83F3513D1773545 | 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 | $1,798,344 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,160,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $24,346 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,346 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $24,346 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $95 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $95 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $95 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,184,441 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,441 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $24,346 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $400 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $8,420 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,420 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $8,420 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,820 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,820 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $8,820 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $328,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $328,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $337,380 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,820 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $8,820 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $328,560 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $847,061 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,621 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,526 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,147 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $347,212 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $347,212 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $894,050 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,418,046 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,451,132 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $918,197 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,765,258 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,798,344 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $918,197 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,765,258 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $918,197 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,765,258 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $918,197 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,765,258 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $918,197 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $847,061 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,765,258 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,765,258 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $95 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $347,541 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $948,752 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.366314 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $66,180 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $575,693 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.114957 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $67,663 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $83,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $70,051 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.184851 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,900 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $121,452 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.172084 | DistributionYr5Rt |
| Total Distribution | 1.838206 | TotalDistributionRt |
| Average Distribution | 0.367641 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,533,543 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $563,793 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $156 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $563,949 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $328,560 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $312 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $312 | SubtotalAmt |
| Tax Based On Investment Income | $312 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,317 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,317 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,005 | OverpaymentAmt |
| Applied To ES Tax | $4,005 | 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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN MAJOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9149231120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 CHESTNUT HILL LN | AddressLine1Txt |
| City | BRIARCLIFF MANOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10510 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MARTIN MAJOR | ||||||||
| 25 CHESTNUT HILL LANE | BRIARCLIFF | NY | 10510 | PRESIDENT | 0 | $0 | $0 | $0 |
| SHEILA MAJOR | ||||||||
| 25 CHESTNUT HILL LANE | BRIARCLIFF MANOR | NY | 10510 | VICE PRESIDENT | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,036,388 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $520,508 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,556,896 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,556,896 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,353 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,533,543 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,677 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,677 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $312 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $312 | TotalTaxAmt |
| Distributable Before Adj | $76,365 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $76,365 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $76,365 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $328,560 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $328,560 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $328,560 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,365 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,827 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $79,497 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $41,771 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $300,221 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $436,316 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $328,560 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $76,365 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $252,195 | RemainingDistriFromCorpusAmt |
| Total Corpus | $688,511 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $14,827 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $673,684 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $79,497 | ExcessFromYear4Amt |
| Excess From Year2 | $41,771 | ExcessFromYear2Amt |
| Excess From Year1 | $300,221 | ExcessFromYear1Amt |
| Excess From Current Year | $252,195 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARTIN AND SHEILA MAJOR | ContributingManagerNm |
| 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FRIENDS OF 92ND STREET Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 |
| GLSEN | |||||||
| 110 WILLIAM STREET | NEW YORK | NY | 10038 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| PFLAG | |||||||
| 1828 L STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $360 |
| HUDSON VALLEY SHAKESPEARE FESTIVAL | |||||||
| 143 Main St | COLD SPRING | NY | 10516 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 |
| PLANNED PARENTHOOD | |||||||
| 26 BLEECKER ST | NEW YORK | NY | 10012 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,000 |
| MEMORIAL SLOAN KETTERING HOSPITAL | |||||||
| 1275 York Avenue | NEW YORK | NY | 10065 | NONE | PC | GENERAL CHARITABLE PURPOSES | $300,000 |
| FRIENDS OF KAREN | |||||||
| 116 E 16th Street 5th floor | NEW YORK | NY | 10003 | PC | GENERAL PURPOSE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $328,560 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,346 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $95 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,441 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,441 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MARTIN AND SHEILA MAJOR | ||||||
| 1 | 25 CHESTNUT HILL LANE | BRIARCLIFF MANOR | NY | 10510 | $1,000,000 | Yes (X) |
| JONATHAN MAJOR | ||||||
| 2 | PO BOX 1649 | JACKSONVILLE | OR | 97530 | $160,000 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FILING FEES | $100 | $100 | $100 |
| INVESTMENT FEES | $8,320 | $8,320 | $8,320 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
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