DANIEL J & EDITH A EHRLICH FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DANIEL J & EDITH A EHRLICH FAMILY FOUNDATION (EIN 13-3977042)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-11
- IRS object ID
- 201722549349100602
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-11T09:44:31-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132620561 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNICK GARBER & SANDLER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | 133977042 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL J AND EDITH A EHRLICH | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANI | BusinessNameControlTxt |
| Phone | 2125340732 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1070 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDITH A EHRLICH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2125340732 | PhoneNum |
| Signature | 2017-09-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Myles W Schumer | PreparerPersonNm |
| PTIN | P01346926 | PTIN |
| Phone | 2125573900 | PhoneNum |
| Preparation | 2017-09-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.170.79.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-09-05 | IPDt |
| IP Tm | 12:49:48 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7348921E07C7DE0C2DAAA358FADB138D5326E54E | 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 | $1,598,441 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,089 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,089 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,104 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,104 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,524 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,089 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,524 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $67,717 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,717 | 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 | $8,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,253 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,253 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $379 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $129 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,132 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,632 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $191,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $191,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $206,882 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,632 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $196,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$139,165 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,085 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $491,179 | CashBOYAmt |
| Cash EOY | $361,882 | CashEOYAmt |
| Cash EOYFMV | $361,882 | CashEOYFMVAmt |
| Corporate Stock BOY | $496,352 | CorporateStockBOYAmt |
| Corporate Stock EOY | $481,265 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $920,196 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $306,743 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $311,962 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $316,363 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,294,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,155,109 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,598,441 | 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 | $1,294,274 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,155,109 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,294,274 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,155,109 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,294,274 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,155,109 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,294,274 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$139,165 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,155,109 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,155,109 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| GOLDMAN SACHS - NOMINEE L/T GAINS | $58,611 | $25,565 | $33,046 | $33,046 | |
| GOLDMAN SACHS - NOMINEE S/T GAINS | $52 | $52 | $52 | ||
| Capital Gains Dividends | $426 | $426 | $426 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,524 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $251,367 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,928,693 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.130330 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $296,459 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,012,159 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.147334 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $124,750 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,682,613 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.074141 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $140,475 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,538,948 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.091280 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $94,737 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,477,859 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064104 | DistributionYr5Rt |
| Total Distribution | 0.507189 | TotalDistributionRt |
| Average Distribution | 0.101438 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,745,881 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $177,099 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $621 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $177,720 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $196,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $621 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $621 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $621 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,103 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,103 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,482 | OverpaymentAmt |
| Applied To ES Tax | $6,482 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | EDITH A EHRLICH | IndividualWithBooksNm |
| Phone | 2125340732 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1070 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | 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 |
|---|---|---|---|---|---|---|---|---|
| EDITH A EHRLICH | ||||||||
| 1070 PARK AVENUE | NEW YORK | NY | 10128 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| NINA FOLEY | ||||||||
| 54 SEA CLIFF AVENUE | SEA CLIFF | NY | 11579 | TRUSTEE | 1.00 | $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 | $1,261,927 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $510,541 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,772,468 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,772,468 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,587 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,745,881 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,294 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,294 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $621 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $621 | TotalTaxAmt |
| Distributable Before Adj | $86,673 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $86,673 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $86,673 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $196,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $196,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $621 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $195,629 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $86,673 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $23,939 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $64,331 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $52,372 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $196,723 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $166,934 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $504,299 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $196,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $86,673 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $109,577 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $613,876 | 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 | $23,939 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $589,937 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $64,331 | ExcessFromYear4Amt |
| Excess From Year3 | $52,372 | ExcessFromYear3Amt |
| Excess From Year2 | $196,723 | ExcessFromYear2Amt |
| Excess From Year1 | $166,934 | ExcessFromYear1Amt |
| Excess From Current Year | $109,577 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EDITH A EHRLICH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1070 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2125340732 | RecipientPhoneNum |
| Form And Info And Materials | LETTER WITH EXPLANATION OF ORGANIZATION'S FUNCTION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SCENIC HUDSON | |||||||
| ONE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 12601 | NONE | PUBLIC CHARITY | To preserve land and farms and creates parks that connect people with the inspirational power of the Hudson River, while fighting threats to the river and natural resources that are the foundation of the valley's prosperity. | $35,000 |
| Jewish Board of Family and Children's Services | |||||||
| 135 West 50th Street | New york | NY | 10020 | NONE | PUBLIC CHARITY | To strengthen families and communities throughout New York City by helping individuals of all backgrounds realize their potential and live as independently as possible. | $25,000 |
| Henry Street Settlement | |||||||
| 265 Henry Street | New York | NY | 10002 | NONE | PUBLIC CHARITY | Henry Street Settlement opens doors of opportunity for Lower East Side residents and other New Yorkers through social services, arts, and health care programs. | $25,000 |
| Garrison Art Centerr | |||||||
| 23 Garrisons Landing | Garrison | NY | 10524 | NONE | PUBLIC CHARITY | To promote the creation, exhibition and enjoyment of art. | $24,000 |
| Colgate University | |||||||
| 13 Oak Drive | Hamilton | NY | 13346 | NONE | PUBLIC CHARITY | To provide a demanding, expansive, educational experience to a select group of diverse, talented, intellectually sophisticated students who are capable of challenging themselves, their peers, and their teachers in a setting that brings together living and learning. | $10,000 |
| Northside Center For Child Development | |||||||
| 1301 Fifth Avenue | New York | NY | 10029 | NONE | PUBLIC CHARITY | To provide children and families the support they need to overcome adversity and thrive. | $7,000 |
| Residents for a more Beautiful Port Washington | |||||||
| 382 Main Street | Port Washington | NY | 11050 | NONE | PUBLIC CHARITY | To create clean, green and efficient public spaces that make living and doing business in Port Washington a pleasure. | $6,500 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE | NEW YORK | NY | 100015004 | NONE | PUBLIC CHARITY | To foster the belief that all people have the right to medical care regardless of gender, race, religion, creed, or political affiliation, and that the needs of these people outweigh respect for national boundaries. | $5,000 |
| Planned Parenthood Federation of America | |||||||
| 123 william Street | New York | NY | 10038 | NONE | PUBLIC CHARITY | To deliver vital reproductive health care, sex education, and information to millions of women, men, and young people worldwide. | $3,000 |
| CAMPHILL VILLAGE | |||||||
| 84 CAMPHILL ROAD | COPAKE | NY | 12516 | NONE | PUBLIC CHARITY | To reform how society treats people with special needs. | $5,000 |
| Equal Justice Initiative | |||||||
| 122 Commerce Street | Montgomery | AL | 36104 | NONE | PUBLIC CHARITY | To end mass incarceration and excessive punishment in the United States, to challenging racial and economic injustice, and to protecting basic human rights for the most vulnerable people in American society. | $3,000 |
| SAN ANGELO MUSEUM OF FINE ARTS | |||||||
| ONE LOVE STREET | SAN ANGELO | TX | 76903 | NONE | PUBLIC CHARITY | To establish and maintain a museum in order to house and exhibit a permanent collection of art as well as to provide space for traveling exhibitions, for the purpose of the enjoyment and education of the general public in San Angelo, Texas, the rural communities of the Concho Valley, and the state of Texas. | $3,000 |
| Animal Medical Center | |||||||
| 510 East 62nd Street | New York | NY | 10065 | NONE | PUBLIC CHARITY | To provide compassionate and collaborative care to animals and to leading the advancement of veterinary medicine through innovative clinical research and education. | $2,500 |
| St Marks School | |||||||
| 2602 East 19th Strret | Brooklyn | NY | 11235 | NONE | PUBLIC CHARITY | To promote educational integrity, moral strength, personal responsibility and cultural awareness. | $2,500 |
| Reconstructionist Synagogue of the North Shore | |||||||
| 1001 PLANDOME ROAD | PLANDOME | NY | 11030 | NONE | PUBLIC CHARITY | To form a committed and caring community based on the tenets of Reconstructionist Judaism and issues of social concern. | $2,500 |
| Brady Committee to Prevent Gun Violence | |||||||
| 840 first street | washington | DC | 20002 | NONE | PUBLIC CHARITY | To create a safer America by cutting gun deaths in half by 2025. | $2,500 |
| Southern Poverty Law Center | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PUBLIC CHARITY | To ensure that the promise of the civil rights movement became a reality for all. | $2,500 |
| RIVERKEEPER | |||||||
| 20 SECOR ROAD | OSSINING | NY | 10562 | NONE | PUBLIC CHARITY | To promote clean, swimmable waters, a Hudson River teeming with life, and safe and abundant drinking water supplies. | $2,000 |
| Weill Cornell Medical College | |||||||
| 1300 York Avenue | new york | NY | 10065 | NONE | PUBLIC CHARITY | To provide excellence in patient care, scientific discovery and the education of future physicians. | $2,000 |
| FARM AND WILDERNESS | |||||||
| 263 FARM AND WILDERNESS ROAD | PLYMOUTH | VT | 05056 | NONE | PUBLIC CHARITY | To provide experiential education that transforms our community and to create community that values long-term stewardship of our environment. | $2,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PUBLIC CHARITY | To respond to the world's worst humanitarian crises and helps people whose lives and livelihoods are shattered by conflict and disaster to survive, recover, and gain control of their future. | $1,500 |
| WNET 13 | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | To harness the power of television and electronic media to inform, enlighten, entertain and inspire. | $1,500 |
| Anti - Defamation League | |||||||
| 605 Third Avenue | new york | NY | 10158 | NONE | PUBLIC CHARITY | To stop the defamation of the Jewish people, and to secure justice and fair treatment to all. | $1,000 |
| Open Space Institute | |||||||
| 1350 Broadway Suite 201 | New York | NY | 10018 | NONE | PUBLIC CHARITY | To acquire land to protect diverse landscapes; preserve habitat for rare or endangered species; ensure water quality; facilitate wildlife adaptation to climate change; and enhance recreational access. | $1,000 |
| Queens Theatre | |||||||
| 14 United Nations Ave S | Corona | NY | 11368 | NONE | PUBLIC CHARITY | To provide quality and diverse performing arts activities that are economically and geographically accessible to the residents of Queens. | $1,000 |
| VISITING NURSE SERVICE | |||||||
| 1250 Broadway | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | To promote the health and well-being of patients, members, and families by providing high-level, cost-effective healthcare in the home and community. | $1,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 61 Broadway Suite 400 | New York | NY | 10006 | NONE | PUBLIC CHARITY | Cure leukemia, lymphoma, Hodgkin's disease and myeloma, and improve the quality of life of patients and their families. | $1,000 |
| University of Michigan | |||||||
| 500 South State Street | Ann Arbor | MI | 48109 | NONE | PUBLIC CHARITY | To serve the people of Michigan and the world through preeminence in creating, communicating, preserving and applying knowledge, art, and academic values, and in developing leaders and citizens who will challenge the present and enrich the future. | $1,000 |
| Mama Foundation for the Arts | |||||||
| 149 West 126th Street | New York | NY | 10027 | NONE | PUBLIC CHARITY | To present, preserve, and promote the history and fundamentals of gospel, jazz, and rhythm and blues music for current and future generations. | $1,000 |
| Tulane University | |||||||
| 6823 St Charles Avenue | New orleans | NY | 70118 | NONE | PUBLIC CHARITY | To create, communicate and conserve knowledge in order to enrich the capacity of individuals, organizations and communities to think, to learn and to act and lead with integrity and wisdom. | $1,000 |
| Trust for Public Land | |||||||
| 666 Broadway | new york | NY | 10012 | NONE | PUBLIC CHARITY | To create parks and protect land for people, ensuring healthy, livable communities for generations to come. | $1,000 |
| Indiana University Foundation | |||||||
| 301 UNIVERSITY BLVD SUITE 1031 | INDIANAPOLIS | IN | 46202 | NONE | PUBLIC CHARITY | To maximize private support for Indiana University | $500 |
| Manhattan Childrens Center | |||||||
| 111 West 92nd Street | New York | NY | 10025 | NONE | PUBLIC CHARITY | To provide world class treatment and education to children, ages 5 to 21, utilizing the principles of applied behavior analysis and to offer every child an opportunity to enjoy a quality of life and emerge as a functioning member of society. | $500 |
| NORTH SHORE INN | |||||||
| PO BOX 168 | GLEN COVE | NY | 11542 | NONE | PUBLIC CHARITY | To feed hungry and homeless people in the Glen Cove, NY area. | $500 |
| RACINE ART MUSEUM | |||||||
| 441 MAIN STREET | RACINE | WI | 53403 | NONE | PUBLIC CHARITY | To elevate the stature of craft to fine arts by presenting ceramics, fibers, glass, metals, polymer, and wood alongside paintings and sculptures. | $500 |
| St Jude Children's Research Hospital | |||||||
| 220 East 42nd Street | New york | NY | 10017 | NONE | PUBLIC CHARITY | To advance cures, and means of prevention, for pediatric catastrophic diseases through research and treatment. | $500 |
| Community Chest of Port Washington | |||||||
| 382 Main Street | Port Washington | NY | 11050 | NONE | PUBLIC CHARITY | To raise and distribute funds to qualified charities dedicated to improving the Port Washington, NY community for all residents. | $500 |
| Cinema Arts Center | |||||||
| 423 PARK AVENUE | HUNTINGTON | NY | 11743 | NONE | PUBLIC CHARITY | To bring the best in cinematic artistry to Long Island, and use the power of film to expand the awareness and consciousness of our community. | $500 |
| Birthright Israel Foundation | |||||||
| PO BOX 5892 | HICKSVILLE | NY | 11802 | NONE | PUBLIC CHARITY | To support a program which currently provides 49,000 young Jewish adults annually the gift of a 10-day trip to Israel. | $500 |
| Constituion Marsh Audubon Center and Sanctuary | |||||||
| 127 Warren Landing Road | Garrison | NY | 10524 | NONE | PUBLIC CHARITY | To conserve and restore natural ecosystems, focusing on birds, other wildlife, and their habitats for the benefit of humanity and the earth's biological diversity. | $500 |
| FOOD BANK OF HUDSON VALLEY | |||||||
| 195 HUDSON STREET | CORNWALL ON HUDSON | NY | 12520 | NONE | PUBLIC CHARITY | To alleviate hunger and prevent food waste. | $400 |
| Rehabilitation Through The Arts | |||||||
| 12 Huntville Road | Katonah | NY | 10536 | NONE | PUBLIC CHARITY | To use the transformative power of the arts to develop social and cognitive skills that prisoners need for successful reintegration into the community. | $300 |
| AMERICAN CIVIL LIBERTIES UNION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | To defend and preserve the individual rights and liberties guaranteed by the Constitution and laws of the United States. | $200 |
| SERRV INTERNATIONAL | |||||||
| 2901 International Lane Suite 200 | MADISON | WI | 53704 | NONE | PUBLIC CHARITY | To eradicate poverty wherever it resides by providing opportunity and support to artisans and farmers worldwide. | $200 |
| Last Chance Animal Rescue Fund | |||||||
| PO BOX 1661 | Southampton | NY | 11969 | NONE | PUBLIC CHARITY | To rescue animals located in "KILL" facilities trapped on death row in rural shelters still using inhumane methods of killing such as gas chambers or heart stick. | $200 |
| New Jewish Home | |||||||
| 120 West 106th Street | New York | NY | 10025 | NONE | PUBLIC CHARITY | To provide the highest level of healthcare services and assistance for New York's elders. | $200 |
| Little Shelter Animal Rescue & Adoption Center | |||||||
| 33 Warner Road | Huntington | NY | 11743 | NONE | PUBLIC CHARITY | To saving abandoned dogs and cats and placing them into loving homes. | $200 |
| HUMAN RIGHTS WATCH | |||||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 10118 | NONE | PUBLIC CHARITY | To uphold human dignity and advance the cause of human rights for all. | $200 |
| Project Renewal | |||||||
| 200 Varick Street | New York | NY | 10014 | NONE | PUBLIC CHARITY | To end the cycle of homelessness by empowering adults and children to renew their lives with health, homes and jobs. | $100 |
| CERF THE ARTISTS SAFETY NET | |||||||
| 535 Stone Cutters Way Ste 202 | MONTPELIER | VT | 05602 | NONE | PUBLIC CHARITY | To envision a future where working artists thrive and have a safety net of resources and support to protect and sustain their livelihood, studio and art. | $100 |
| Studio Potter | |||||||
| PO Box 1365 | northampton | MA | 01061 | NONE | PUBLIC CHARITY | To promote discussion of technology, criticism, aesthetics, and history within the ceramics community. | $100 |
| Friends of PS 169 | |||||||
| PO Box 1546 | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | To support emotionally disturbed children, many from economically disadvantaged homes and to halt the downward spiral toward lifelong underachievement. | $100 |
| Friends of the High Line | |||||||
| 820 Washington Street | New York | NY | 10014 | NONE | PUBLIC CHARITY | To engage the vibrant and diverse community on and around the High Line and help complete the High Line's construction. | $100 |
| FRIENDS OF THE SMITHSONIAN | |||||||
| 1000 Jefferson Drive SW 4th Floor | WASHINGTON | DC | 20560 | NONE | PUBLIC CHARITY | To support the Smithsonian's 11 museums and galleries on the National Mall and 6 other museums and the National Zoo in the greater National Capital Area. | $100 |
| Americans United For Separation of Church and State | |||||||
| 1310 L Street NW Suite 200 | Washington | DC | 20005 | NONE | PUBLIC CHARITY | To advancing the constitutional principle of church-state separation as the only way to ensure freedom of religion, including the right to believe or not believe, for all Americans. | $100 |
| Citizens' Commitee for Children of New York | |||||||
| 14 Wall Street 4E | New York | NY | 10005 | NONE | PUBLIC CHARITY | To cast light on the issues, educate the public, engage allies, and identify and promote practical solutions to ensure that every New York City child is healthy, housed, educated and safe. | $100 |
| Highlands Current | |||||||
| 161 Main Street | Cold Spring | NY | 10516 | NONE | PUBLIC CHARITY | To be a fair and trusted source of information for Hudson Highlands, NY communities and to provide a lively forum for wide-ranging views. | $100 |
| ASCPA | |||||||
| 494 East 92nd Street | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | To provide effective means for the prevention of cruelty to animals throughout the United States. | $100 |
| Phillipstown Depot Theatre | |||||||
| 10 Garrisons Landing | Garrison | NY | 10524 | NONE | PUBLIC CHARITY | To connect families and individuals in the Hudson River Valley with the best in high-caliber affordable theater, music and films. | $100 |
| Hudson Valley Shakespeare Festival | |||||||
| 143 Main Street | Cold Spring | NY | 10516 | NONE | PUBLIC CHARITY | To engage the widest possible audience in a fresh conversation about what is essential in Shakespeare's plays. | $100 |
| AMERICAN CRAFT COUNCIL | |||||||
| 1224 MARSHALL STREET NE SUITE 200 | MINNEAPOLIS | MN | 55413 | NONE | PUBLIC CHARITY | To create opportunities for creative people from all walks of life. | $50 |
| Cathedral Church of Saint John the Divine | |||||||
| nue | new york | NY | 10025 | NONE | PUBLIC CHARITY | To serve many diverse people through an array of liturgical, cultural and civic events; pastoral, educational and community outreach activities. | $50 |
| DESMOND FISH LIBRARY | |||||||
| 472 ROUTE 403 PO BOX 265 | GARRISON | NY | 10524 | NONE | PUBLIC CHARITY | To provide access to exceptional book and media collections, reference services, on-line resources, and programs for adults, children and families. | $50 |
| PLANNED PARENTHOOD OF NASSAU COUNTY | |||||||
| 540 Fulton Avenue | HEMPSTEAD | NY | 11550 | NONE | PUBLIC CHARITY | To compassionately and respectfully empower individuals to make independent, informed decisions about their sexual and reproductive lives. | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $191,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,089 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,104 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $33,524 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $67,717 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,717 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,500 | Amt |
| Net Investment Income | $4,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTL BUSINESS MACHINES CORP | $954 | $123,662 |
| LIBERTY MEDIA CORP SER A | $1,446 | $13,167 |
| LIBERTY MEDIA CORP SER C | $2,761 | $26,000 |
| ABBOTT LABORATORIES | $22,734 | $57,615 |
| ABBVIE INC | $24,654 | $93,930 |
| EMC CORP MASS | $0 | $0 |
| PFIZER | $39,313 | $54,956 |
| SONY CORP | $48,608 | $84,090 |
| BRISTOL MEYERS SQUIBB | $50,005 | $51,836 |
| SMUCKER JM CO | $52,960 | $76,836 |
| NESTLE | $75,363 | $82,656 |
| COSTCO WHOLESALE CORP | $78,345 | $120,083 |
| MEDTRONIC PLC | $56,327 | $52,392 |
| AT&T INC. | $17,317 | $70,770 |
| Dell Technologies | $10,478 | $12,203 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LEGG MASON BW ABSOLUTE RETURN OPPORTUNITIES FUND | AT COST | $52,045 | $48,504 |
| VANGUARD | AT COST | $49,994 | $62,393 |
| GOLDMAN SACHS CORE FIXED INCOME FUND | AT COST | $209,923 | $205,466 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAL AGENT FEES | $129 | $129 | $0 |
| NYS FILING FEE | $250 | $0 | $250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN WITHHOLDING TAX | $1,253 | $1,253 | $0 |
| FEDERAL EXCISE TAX | $5,000 | $0 | $0 |
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