MYRON S AND HELEN K SILVER FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MYRON S AND HELEN K SILVER FAMILY FOUNDATION (EIN 80-0519951)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-17
- IRS object ID
- 201722299349100702
- 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 Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-17T10:17:12-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161016457 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSERO & CO CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 STATE STREET SUITE 300 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14614 | 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 | 800519951 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MYRON S & HELEN K SILVER | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MYRO | BusinessNameControlTxt |
| Phone | 5852728060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 Jefferson Road | AddressLine1Txt |
| City | Rochester | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14623 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MYRON S SILVER | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 5852728060 | PhoneNum |
| Signature | 2017-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Alan Pecora | PreparerPersonNm |
| PTIN | P00436705 | PTIN |
| Phone | 5854546996 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.179.30.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-08 | IPDt |
| IP Tm | 14:21:27 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E992B0CEB02A24BAA624E4B31293FC231D7F4534 | 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 | $572,986 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $9,714 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,714 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $139,498 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $574,562 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $148,479 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $204 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $204 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $149,416 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $158,397 | 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 | $2,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,275 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,542 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,542 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $261 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $617 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,970 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,867 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,375 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,720 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,867 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,125 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $122,696 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $148,530 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $91,758 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,109 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,109 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $331,046 | CorporateStockBOYAmt |
| Corporate Stock EOY | $517,468 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $543,877 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $422,804 | TotalAssetsBOYAmt |
| Total Assets EOY | $546,577 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $572,986 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $422,804 | RetainedEarningBOYAmt |
| Retained Earning EOY | $546,577 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $422,804 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $546,577 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $422,804 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $546,577 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $422,804 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $122,696 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,077 | OtherIncreasesAmt |
| Subtotal | $546,577 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $546,577 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (106 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| aon plct 50 shrs | P | 2011-12-16 | 2016-01-05 | $4,533 | $2,454 | $2,079 | $2,079 |
| alaskan air 50 shrs | P | 2015-01-16 | 2016-05-26 | $6,594 | $6,212 | $382 | $382 |
| boeing 100 shrs | P | 2012-12-04 | 2016-03-01 | $2,973 | $1,856 | $1,117 | $1,117 |
| california resources 16 shrs | P | 2007-03-12 | 2016-04-04 | $19 | $13 | $6 | $6 |
| gcp applied tech 100 shrs | P | 2015-12-23 | 2016-02-26 | $1,753 | $1,969 | -$216 | -$216 |
| packaging corp 100 shrs | P | 2008-12-19 | 2016-01-05 | $6,199 | $1,330 | $4,869 | $4,869 |
| toll brothers 225 shrs | P | 2015-08-26 | 2016-03-10 | $6,144 | $7,924 | -$1,780 | -$1,780 |
| lincoln national corp 250 shrs | P | 2015-08-19 | 2016-06-28 | $9,024 | $13,764 | -$4,740 | -$4,740 |
| adecco group 6 shrs | P | 2016-11-04 | 2016-12-22 | $195 | $176 | $19 | $19 |
| astrazeneca 72 shrs | P | 2016-11-04 | 2016-12-02 | $1,873 | $2,003 | -$130 | -$130 |
| atos origin 32 shrs | P | 2016-11-04 | 2016-12-13 | $650 | $670 | -$20 | -$20 |
| bhp billiton 4 shrs | P | 2016-11-04 | 2016-12-21 | $128 | $117 | $11 | $11 |
| societe generale france 21 shrs | P | 2016-11-04 | 2016-12-02 | $179 | $167 | $12 | $12 |
| ihs markit ltd 15 shrs | P | 2016-11-04 | 2016-12-08 | $530 | $535 | -$5 | -$5 |
| abbott lab 3 shrs | P | 2016-11-04 | 2016-11-10 | $122 | $117 | $5 | $5 |
| abbvie inc 2 shrs | P | 2016-11-04 | 2016-11-10 | $128 | $113 | $15 | $15 |
| amgen inc 2 shrs | P | 2016-11-04 | 2016-11-10 | $302 | $274 | $28 | $28 |
| bb&t corp 14 shrs | P | 2016-11-04 | 2016-11-10 | $577 | $537 | $40 | $40 |
| blackrock inc 1 shr | P | 2016-11-04 | 2016-11-10 | $369 | $341 | $28 | $28 |
| cisco sys inc 3 shrs | P | 2016-11-04 | 2016-11-10 | $93 | $91 | $2 | $2 |
| fastenal co 4 shrs | P | 2016-11-04 | 2016-11-10 | $178 | $158 | $20 | $20 |
| genl electric co 5 shrs | P | 2016-11-04 | 2016-11-10 | $153 | $142 | $11 | $11 |
| hasbro inc 1 shr | P | 2016-11-04 | 2016-11-10 | $83 | $82 | $1 | $1 |
| home depot inc 2 shrs | P | 2016-11-04 | 2016-11-10 | $257 | $242 | $15 | $15 |
| illinois tool works 1 shr | P | 2016-11-04 | 2016-11-10 | $123 | $114 | $9 | $9 |
| jpmorgan chase 8 shrs | P | 2016-11-04 | 2016-11-10 | $602 | $544 | $58 | $58 |
| maxim integrated 1 shr | P | 2016-11-04 | 2016-11-10 | $38 | $39 | -$1 | -$1 |
| merck & co 5 shrs | P | 2016-11-04 | 2016-11-10 | $324 | $295 | $29 | $29 |
| merck & co 8 shrs | P | 2016-11-04 | 2016-11-28 | $495 | $472 | $23 | $23 |
| merck & co 33 shrs | P | 2016-11-04 | 2016-11-29 | $2,053 | $1,949 | $104 | $104 |
| microsoft corp 2 shrs | P | 2016-11-04 | 2016-11-10 | $58 | $59 | -$1 | -$1 |
| pnc financial 2 shrs | P | 2016-11-04 | 2016-11-10 | $209 | $189 | $20 | $20 |
| pfizer inc 11 shrs | P | 2016-11-04 | 2016-11-10 | $366 | $333 | $33 | $33 |
| price t rowe groups 5 shrs | P | 2016-11-04 | 2016-11-10 | $352 | $319 | $33 | $33 |
| qualcomm inc 1 shr | P | 2016-11-04 | 2016-11-10 | $64 | $67 | -$3 | -$3 |
| spectra energy corp 2 shrs | P | 2016-11-04 | 2016-11-10 | $82 | $79 | $3 | $3 |
| target corp 3 shrs | P | 2016-11-04 | 2016-11-10 | $213 | $201 | $12 | $12 |
| texas instruments 1 shr | P | 2016-11-04 | 2016-11-10 | $68 | $68 | $0 | $0 |
| medtronic plc 1 shr | P | 2016-11-04 | 2016-11-10 | $83 | $82 | $1 | $1 |
| lyondellbasell industries 2 shrs | P | 2016-11-04 | 2016-11-10 | $165 | $157 | $8 | $8 |
| atos origin 34 shrs | P | 2016-11-04 | 2016-12-09 | $702 | $712 | -$10 | -$10 |
| atos origin 30 shrs | P | 2016-11-04 | 2016-12-08 | $626 | $628 | -$2 | -$2 |
| ihs markit ltd 13 shrs | P | 2016-11-04 | 2016-12-07 | $458 | $464 | -$6 | -$6 |
| ihs markit ltd 28 shrs | P | 2016-11-04 | 2016-11-21 | $1,002 | $999 | $3 | $3 |
| toll brothers 75 shrs | P | 2015-10-29 | 2016-03-10 | $2,048 | $2,686 | -$638 | -$638 |
| csx corporation 300 shrs | P | 2016-03-02 | 2016-10-28 | $9,063 | $7,477 | $1,586 | $1,586 |
| cisco sys inc 150 shrs | P | 2016-01-05 | 2016-10-28 | $4,588 | $3,966 | $622 | $622 |
| citigroup inc 300 shrs | P | 2016-12-08 | 2016-10-28 | $14,764 | $16,146 | -$1,382 | -$1,382 |
| concho resources inc 100 shrs | P | 2016-12-08 | 2016-10-28 | $13,242 | $10,082 | $3,160 | $3,160 |
| concho resources inc 50 shrs | P | 2016-01-05 | 2016-10-28 | $6,621 | $4,550 | $2,071 | $2,071 |
| d r horton inc 75 shrs | P | 2015-10-29 | 2016-10-28 | $2,142 | $2,185 | -$43 | -$43 |
| devon energy corp 250 shrs | P | 2016-06-24 | 2016-10-28 | $9,879 | $9,204 | $675 | $675 |
| discovery communications inc 325 shrs | P | 2016-08-12 | 2016-10-28 | $8,181 | $8,245 | -$64 | -$64 |
| grace (w.r.) & co 100 shrs | P | 2015-12-23 | 2016-10-28 | $6,793 | $7,917 | -$1,124 | -$1,124 |
| grace (w.r.) & co 50 shrs | P | 2013-05-26 | 2016-10-28 | $3,396 | $3,891 | -$495 | -$495 |
| johnson & johnson com 50 shrs | P | 2015-12-08 | 2016-10-28 | $5,752 | $5,127 | $625 | $625 |
| lennar corp 225 shrs | P | 2016-04-06 | 2016-10-28 | $9,280 | $10,659 | -$1,379 | -$1,379 |
| motorola solutions inc 75 shrs | P | 2015-12-08 | 2016-10-28 | $5,479 | $5,231 | $248 | $248 |
| occidental petroleum crp 75 shrs | P | 2016-05-26 | 2016-10-28 | $5,572 | $5,744 | -$172 | -$172 |
| oracle corp 100 shrs | P | 2015-10-29 | 2016-10-28 | $3,810 | $3,895 | -$85 | -$85 |
| oracle corp 100 shrs | P | 2016-01-05 | 2016-10-28 | $3,810 | $3,586 | $224 | $224 |
| pnc financial services group 50 shrs | P | 2016-01-05 | 2016-10-28 | $4,728 | $4,659 | $69 | $69 |
| progressive corp ohio 325 sh | P | 2016-01-05 | 2016-10-28 | $10,169 | $10,230 | -$61 | -$61 |
| teva pharma 50 sh | P | 2015-10-29 | 2016-10-28 | $2,118 | $3,044 | -$926 | -$926 |
| teva pharma 50 sh | P | 2016-05-26 | 2016-10-28 | $2,118 | $2,596 | -$478 | -$478 |
| united contl hldgs inc 75 sh | P | 2015-12-23 | 2016-10-28 | $4,116 | $4,403 | -$287 | -$287 |
| wstn digital corp 100 sh | P | 2015-11-19 | 2016-10-28 | $5,957 | $6,315 | -$358 | -$358 |
| wstn digital corp 50 sh | P | 2015-12-08 | 2016-10-28 | $2,978 | $3,181 | -$203 | -$203 |
| wstn digital corp 50 sh | P | 2015-12-23 | 2016-10-28 | $2,978 | $3,030 | -$52 | -$52 |
| whirlpool corp 60 sh | P | 2015-10-29 | 2016-10-28 | $9,059 | $9,597 | -$538 | -$538 |
| whirlpool corp 25 sh | P | 2016-01-05 | 2016-10-28 | $3,775 | $3,636 | $139 | $139 |
| allergan plc foreign 50 sh | P | 2016-05-26 | 2016-10-28 | $10,668 | $11,428 | -$760 | -$760 |
| lyondellbasell industries 35 shrs | P | 2015-12-23 | 2016-10-28 | $2,400 | $2,668 | -$268 | -$268 |
| american airls group 350 sh | P | 2013-12-20 | 2016-10-28 | $14,023 | $9,244 | $4,779 | $4,779 |
| american airls group 50 sh | P | 2014-03-03 | 2016-10-28 | $2,003 | $1,816 | $187 | $187 |
| apple inc 65 sh | P | 2015-07-23 | 2016-10-28 | $7,407 | $8,202 | -$795 | -$795 |
| assurant inc 125 sh | P | 2015-08-24 | 2016-10-28 | $9,970 | $9,005 | $965 | $965 |
| assurant inc 75 sh | P | 2015-09-02 | 2016-10-28 | $5,982 | $5,464 | $518 | $518 |
| boeing company 75 sh | P | 2012-12-04 | 2016-10-28 | $10,689 | $5,569 | $5,120 | $5,120 |
| cisco sys inc 350 sh | P | 2012-12-06 | 2016-10-28 | $10,705 | $6,842 | $3,863 | $3,863 |
| cisco sys inc 150 shrs | P | 2013-05-23 | 2016-10-28 | $4,588 | $3,540 | $1,048 | $1,048 |
| d r horton inc 275 shrs | P | 2015-09-02 | 2016-10-28 | $7,855 | $8,375 | -$520 | -$520 |
| delta air lines inc 275 sh | P | 2013-05-23 | 2016-10-28 | $11,322 | $5,074 | $6,248 | $6,248 |
| eog resources inc 200 sh | P | 2003-06-13 | 2016-10-28 | $18,387 | $2,113 | $16,274 | $16,274 |
| enterprise products 600 sh | P | 2003-09-22 | 2016-10-28 | $16,562 | $16,562 | $16,562 | |
| fedex corp 100 sh | P | 2012-05-03 | 2016-10-28 | $17,384 | $8,936 | $8,448 | $8,448 |
| johnson & johnson com 100 shrs | P | 2015-04-14 | 2016-10-28 | $11,504 | $10,080 | $1,424 | $1,424 |
| microsoft corp 300 sh | P | 2012-08-29 | 2016-10-28 | $17,946 | $9,223 | $8,723 | $8,723 |
| motorola solutions inc 125 sh | P | 2015-09-03 | 2016-10-28 | $9,131 | $8,140 | $991 | $991 |
| occidental petroleum 175 sh | P | 2007-03-12 | 2016-10-28 | $13,001 | $7,736 | $5,265 | $5,265 |
| oracle corp 200 shrs | P | 2015-09-15 | 2016-10-28 | $7,621 | $7,600 | $21 | $21 |
| pnc financial services group 125 sh | P | 2013-06-04 | 2016-10-28 | $11,821 | $8,967 | $2,854 | $2,854 |
| pnc financial services group 25 sh | P | 2014-11-20 | 2016-10-28 | $2,364 | $2,184 | $180 | $180 |
| packaging corp of america 150 sh | P | 2008-12-19 | 2016-10-28 | $12,217 | $1,995 | $10,222 | $10,222 |
| pfizer inc 200 sh | P | 2009-11-10 | 2016-10-28 | $6,392 | $3,524 | $2,868 | $2,868 |
| pfizer inc 100 sh | P | 2010-03-26 | 2016-10-28 | $3,196 | $1,736 | $1,460 | $1,460 |
| pfizer inc 200 sh | P | 2010-07-30 | 2016-10-28 | $6,392 | $3,010 | $3,382 | $3,382 |
| pioneer natural res co 175 sh | P | 2010-07-30 | 2016-10-28 | $31,793 | $10,161 | $21,632 | $21,632 |
| reinsurance group amer inc 125 sh | P | 2013-06-04 | 2016-10-28 | $13,496 | $8,294 | $5,202 | $5,202 |
| teva pharma 150 sh | P | 2014-11-20 | 2016-10-28 | $6,355 | $8,533 | -$2,178 | -$2,178 |
| tavelers cos inc 100 sh | P | 2009-05-19 | 2016-10-28 | $10,818 | $3,971 | $6,847 | $6,847 |
| united contl hldgs inc 175 sh | P | 2014-10-23 | 2016-10-28 | $9,608 | $8,478 | $1,130 | $1,130 |
| aon plc foreign 250 sh | P | 2011-12-16 | 2016-10-28 | $27,707 | $12,270 | $15,437 | $15,437 |
| lyondellbasell industries 90 shrs | P | 2015-06-04 | 2016-10-28 | $7,201 | $9,087 | -$1,886 | -$1,886 |
| lyondellbasell industries 90 shrs | P | 2015-09-02 | 2016-10-28 | $2,400 | $2,479 | -$79 | -$79 |
| Capital Gains Dividends | P | $99 | $99 | $99 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $148,479 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,194 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $460,787 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.080718 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $90,428 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $502,224 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.180055 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $20,714 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $454,994 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045526 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,450 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $346,252 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047509 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,393 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $334,518 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.028079 | DistributionYr5Rt |
| Total Distribution | 0.381887 | TotalDistributionRt |
| Average Distribution | 0.076377 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $532,729 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $40,688 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,485 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $42,173 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $16,125 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,971 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,971 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,971 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $2,680 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $295 | TaxDueAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | NONE | WebsiteAddressTxt |
| Individual With Books | Myron S Silver | IndividualWithBooksNm |
| Phone | 5852728060 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 Jefferson Road | AddressLine1Txt |
| City | Rochester | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14623 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Myron S Silver | ||||||||
| 2977 Clover Street | Pittsford | NY | 14534 | Co-Trustee | 2.00 | $0 | $0 | $0 |
| Barbara Silver-Shumway | ||||||||
| 633 West Bloomfield Road | Pittsford | NY | 14534 | Co-Trustee | 2.00 | $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 | $491,659 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,183 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $540,842 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $540,842 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,113 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $532,729 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,636 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,636 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,971 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,971 | TotalTaxAmt |
| Distributable Before Adj | $23,665 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,665 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,665 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,125 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,125 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $16,125 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,665 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $47,898 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,377 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $62,275 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,125 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,125 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $7,540 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,540 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $54,735 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $54,735 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $40,358 | ExcessFromYear2Amt |
| Excess From Year1 | $14,377 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Myron S Silver | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| brighton food cupboard | |||||||
| 220 idlewood rd | roCHESTER | NY | 14618 | nONE | pUBLIC CHARITY | GENERAL DONATION | $500 |
| CAMP GOOD DAYS AND SPECIAL TIMES INC | |||||||
| 6430 TRANSIT ROAD SUITE 200 | BUFFALO | NY | 14043 | NONE | PUBLIC CHARITY | GENERAL DONATION | $2,500 |
| JEWISH COMMUNITY CENTER OF GREATER ROCHESTER | |||||||
| 1200 EDGEWOOD AVENUE | ROCHESTER | NY | 14618 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,500 |
| JEWISH FAMILY SERVICE OF ROCHESTER | |||||||
| 441 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PUBLIC CHARITY | GENERAL DONATION | $500 |
| JEWISH FEDERATION OF GREATER ROCHESTER | |||||||
| 441 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PUBLIC CHARITY | GENERAL DONATION | $1,500 |
| JEWISH SENIOR LIFE FOUNDATION | |||||||
| 2021 WINTON ROAD SOUTH | ROCHESTER | NY | 14618 | NONE | PUBLIC CHARITY | GENERAL DONATION | $2,500 |
| ROCHESTER PHILHARMONIC ORCHESTRA | |||||||
| 108 EAST AVENUE | ROCHESTER | NY | 14604 | NONE | PUBLIC CHARITY | GENERAL DONATION | $600 |
| SARASOTA OPERA HOUSE | |||||||
| 61 NORTH PINEAPPLE AVENUE | SARASOTA | FL | 34236 | NONE | PUBLIC CHARITY | GENERAL DONATION | $600 |
| rochester chapel of hadassah | |||||||
| 90 crandon way | rochester | NY | 14618 | NONE | PUBLIC CHARITY | GENERAL DONATION | $180 |
| university of rochester | |||||||
| 500 joseph c wilson blvd | rochester | NY | 14627 | NONE | PUBLIC CHARITY | GENERAL DONATION | $250 |
| wxxi public broadcasting council | |||||||
| 280 state street po box 20570 | rochester | NY | 146020570 | NONE | PUBLIC CHARITY | GENERAL DONATION | $120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,714 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $204 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $139,498 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $149,416 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $149,416 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,550 | Amt |
| Net Investment Income | $1,275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,275 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Equities | StockNm |
| EOY Book Value | $517,468 | EOYBookValueAmt |
| EOYFMV | $543,877 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | miscellaneous expense | Desc |
| Revenue And Expenses Per Books | $617 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | miscellaneous income | Desc |
| Revenue And Expenses Per Books | $204 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $204 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $204 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | non dividend distibutions | Desc |
| Amt | $1,077 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSE- NEUBERGER/BERMAN | CategoryTxt |
| Amt | $8,542 | Amt |
| Net Investment Income | $8,542 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS TAX PAYMENT | $111 | $0 | $0 |
| NEW YORK STATE DEPARTMENT OF LAW - FILING FEE | $100 | $0 | $100 |
| foreign tax paid | $50 | $50 | $0 |
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