TIGER TAIL FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
TIGER TAIL FAMILY FOUNDATION (EIN 81-0704856)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-11
IRS object ID
201721319349100337
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-11T16:45:18-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WMC Tax Services LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line155 Madison Ave Ste 400AddressLine1Txt
CityMorristownCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07960ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810704856EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE TIGER TAIL FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTIGEBusinessNameControlTxt
Phone9149676057PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line124 PENWOOD RDAddressLine1Txt
CityBEDFORD CORNERSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10549ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH W BROWN JRPersonNm
Person TitleTrusteePersonTitleTxt
Signature2017-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJASON M MUNK MACC CPAPreparerPersonNm
PTINP00545610PTIN
Phone9737759909PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,010,959FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,884,770ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$160InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$160InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$9,541DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,541DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,058,361NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,091,571GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,058,361CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,952,832TotalRevAndExpnssAmt
Total Net Invst Incm$2,068,062TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$2,588LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,294LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,965AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$982AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$250TaxesRevAndExpnssAmt
Taxes Net Invst Incm$250TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,677OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,677OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$6,480TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,203TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$87,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$87,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$93,480TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,203TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$87,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,859,352ExcessRevenueOverExpensesAmt
Net Investment Income$2,063,859NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$200,000CashBOYAmt
Cash EOY$2,490,933CashEOYAmt
Cash EOYFMV$2,490,933CashEOYFMVAmt
Sav And Temp Cash Invst EOY$15,000SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,000SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$643,203CorporateStockBOYAmt
Corporate Stock EOY$154,754CorporateStockEOYAmt
Corporate Stock EOYFMV$855,710CorporateStockEOYFMVAmt
Other Investments EOY$610,551OtherInvestmentsEOYAmt
Other Investments EOYFMV$649,892OtherInvestmentsEOYFMVAmt
Other Assets EOY-$576OtherAssetsEOYAmt
Other Assets EOYFMV-$576OtherAssetsEOYFMVAmt
Total Assets BOY$843,203TotalAssetsBOYAmt
Total Assets EOY$3,270,662TotalAssetsEOYAmt
Total Assets EOYFMV$4,010,959TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$843,203CapitalStockBOYAmt
Capital Stock EOY$3,270,662CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$843,203TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,270,662TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$843,203TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,270,662TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$843,203TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,859,352ExcessRevenueOverExpensesAmt
Subtotal$4,702,555SubtotalAmt
Other Decreases$1,431,893OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,270,662TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
100 Units 1 SH Berkshire HathawayD1998-07-062016-04-26$219,732$73,866$145,866$145,866
100 Units 1 SH Berkshire HathawayD1998-07-062016-04-26$219,732$73,866$145,866$145,866
200 Units 2 SH Berkshire HathawayD1998-07-062016-04-26$439,463$147,732$291,731$291,731
50 Units .5 SH Berkshire HathawayD1998-07-242016-04-26$109,893$35,031$74,862$74,862
100 Units 1 SH Berkshire HathawayD1998-07-242016-04-26$219,784$70,062$149,722$149,722
200 Units 2 SH Berkshire HathawayD1998-07-242016-04-26$439,463$140,124$299,339$299,339
50 Units .5 SH Berkshire HathawayD1998-07-242016-04-26$109,893$34,174$75,719$75,719
100 Units 1 SH Berkshire HathawayD1998-07-242016-04-26$219,785$68,348$151,437$151,437
48 Shares Amazon.com IncD2012-09-212016-06-08$34,954$12,480$22,474$22,474
202 Shares Amazon.com IncD2012-09-212016-06-08$147,096$52,521$94,575$94,575
250 Shares Amazon.com IncD2012-09-212016-06-08$181,987$65,001$116,986$116,986
250 Shares Amazon.com IncD2012-09-212016-06-08$182,112$65,001$117,111$117,111
250 Shares Amazon.com IncD2012-09-212016-06-08$181,862$65,001$116,861$116,861
300 Shares Amazon.com IncD2012-09-212016-07-06$218,986$78,002$140,984$140,984
200 Shares Amazon.com IncD2012-09-212016-09-22$159,988$52,001$107,987$107,987
Capital Gain Dividends$6,841
FieldValueIRS element (for citing)
Capital Gain Net Income$2,058,361CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1$1,950,497NetVlNoncharitableAssetsYr1Amt
Net Vl Noncharitable Assets$2,913,567NetVlNoncharitableAssetsAmt
Net Investment Income Pct$20,639NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$20,639AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$87,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$20,639InvestmentIncomeExciseTaxAmt
Subtotal$20,639SubtotalAmt
Tax Based On Investment Income$20,639TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$22,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$22,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$229EsPenaltyAmt
Overpayment$1,132OverpaymentAmt
Applied To ES Tax$1,132AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JASON M MUNK CPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9737759909PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line155 MADISON AVE STE 400AddressLine1Txt
CityMORRISTOWNCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07960ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JOSEPH W BROWN JR
24 PENWOOD ROADBEDFORD CORNERSNY10549Trustee0.50$0
VALERIE BROWN
24 PENWOOD ROADBEDFORD CORNERSNY10549Trustee0.50$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,187,820AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,770,116AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,957,936TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,957,936AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$44,369CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,913,567NetVlNoncharitableAssetsAmt
Minimum Investment Return$145,678MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$145,678MinimumInvestmentReturnAmt
Tax Based On Investment Income$20,639TaxBasedOnInvestmentIncomeAmt
Total Tax$20,639TotalTaxAmt
Distributable Before Adj$125,039DistributableBeforeAdjAmt
Distributable Before Ded$125,039DistributableBeforeDedAmt
Distributable As Adjusted$125,039DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$87,000ExpensesAndContributionsAmt
Qualifying Distributions$87,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$20,639PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$66,361AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$125,039DistributableAsAdjustedAmt
Undistributed Income PY$2,672UndistributedIncomePYAmt
Qualifying Distributions$87,000QualifyingDistributionsAmt
Applied To Year1$2,672AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$84,328AppliedToCurrentYearAmt
Undistributed Income CY$40,711UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MARYMOUNT MANHATTAN COLLEGE
221 E 71ST STNEW YORKNY10021NonePCGENERAL$12,000
FRED HUTCH OBLITERIDE
1100 FAIRVIEW AVE N J5-200SEATTLEWA98109NonePCGENERAL$2,500
CITYSQUASH
PO BOX 619 FORDHAM STATIONBRONXNY10458NonePCGENERAL$1,000
AMERICAN HEART ASSOCIATION
1 UNION ST STE 301ROBBINSVILLENJ08691NonePCGENERAL$1,000
MEMORIAL SLOAN KETTERING CANCER CENTER
PO BOX 5028HAGERSTOWNMD21741NonePCGENERAL$3,000
CITY UNIVERSITY OF NEW YORK
217 E 42ND STNEW YORKNY10017NonePCGENERAL$2,500
NYU LANGONE MEDICAL CENTER
ONE PARK AVE 5TH FLNEW YORKNY10016NonePCGENERAL$3,000
HARLEM EDUCATIONAL ACTIVITIES FUND
2090 ADAM CLAYTON POWELL BLVD 10 FLNEW YORKNY10027NonePCGENERAL$5,000
ACTORS FUND
729 SEVENTH AVE 10TH FLNEW YORKNY10019NonePCGENERAL$2,500
FAMILY SERVICES OF WESTCHESTER
ONE GATEWAY PLAZAPORT CHESTERNY10573NonePCGENERAL$250
NEW ALTERNATIVES FOR CHILDREN
37 W 26TH STNEW YORKNY10010NonePCGENERAL$1,000
BIG BROTHERS BIG SISTERS OF NYC
40 RECTOR STNEW YORKNY10006NONEPCGENERAL$35,000
INNER-CITY SCHOLARSHIP FUND
1011 FIRST AVE STE 1800NEW YORKNY10022NonePCGENERAL$3,700
HOLY TRINITY ORTHODOX CHURCH
369 GREEN AVEEAST MEADOWNY11554NonePCGENERAL$1,250
MBIA FOUNDATION INC
1 MANHATTANVILLE RD STE 301PURCHASENY10577NonePCGENERAL$1,600
BEDFORD HILLS FIRE DEPT
332 BEDFORD RDBEDFORD HILLSNY10507NonePCGENERAL$200
FRIENDS OF HAITI
302 BEDFORD AVE PMB 74BROOKLYNNY11249NonePCGENERAL$5,000
LITERACY VOLUNTEERS
1600 SOUTH AVE STE 100ROCHESTERNY14620NonePCGENERAL$5,000
TREATMENT ACTION GROUP
90 BROAD ST STE 2503NEW YORKNY10004NonePCGENERAL$1,000
ST MICHAEL ROMAN CATHOLIC CHURCH
469 NORTH STGREENWICHCT06830NonePCGENERAL$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$87,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$160ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,541ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,058,361ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,068,062ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,068,062TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
VALERIE BROWN
124 PENWOOD ROADBEDFORD CORNERSNY10549$1,085,610Yes (X)
VALERIE BROWN
224 PENWOOD ROADBEDFORD CORNERSNY10549$799,160Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
11,500 SHS AMZN$1,085,6102016-06-08
21,000 SHS AMZN$799,1602016-09-26

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryWMC Tax ServicesCategoryTxt
Amt$1,965Amt
Net Investment Income$982NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMutual FundsCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$610,551BookValueAmt
EOYFMV$649,892EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,588LegalFeesAmt
Net Investment Income$1,294NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescEOYFMVEOYFMVAmtEOY Book ValueEOYBookValueAmt
BROKERAGE BOOK/TAX DIFFERENCES-$576
BROKERAGE YEAR-END ADJUSTMENTS-$576

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
BOOK/TAX BASIS DIFF - CONTRIBUTED ASSETS$1,431,891
ROUNDING$2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
APPLICATION FEES$850$850
OFFICE EXPENSES$827$827

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySTATE TAXCategoryTxt
Amt$250Amt
Net Investment Income$250NetInvestmentIncomeAmt

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