SHIPPY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SHIPPY FOUNDATION (EIN 20-4083744)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-09
- IRS object ID
- 201723139349101257
- 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
- Cash Deemed Charitable Expln Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-09T13:28:56-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135524538 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLARK ESTATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA 31ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | 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 | 204083744 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIPPY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O THE CLARK ESTATES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIP | BusinessNameControlTxt |
| Phone | 2129776900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA 31ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD C VANISON | PersonNm |
| Person Title | ASST TREASURER | PersonTitleTxt |
| Phone | 2129776900 | PhoneNum |
| Signature | 2017-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY J FASANO JR CPA CMA | PreparerPersonNm |
| PTIN | P01844986 | PTIN |
| Phone | 2129776900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 205.158.208.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-09 | IPDt |
| IP Tm | 14:27:11 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C05E2CE71949531D213F10E311891831FDD32839 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D56A384304E5742FD577E6F2B9DFA848F09BAB57 | 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 | $33,245,927 | 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 | $6,163 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,163 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $66,588 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $573,422 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $205,547 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,667,754 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $983,594 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,472,396 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$15,699 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,750,694 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,547,480 | 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 |
| Other Prof Fees Rev And Expnss | $154,902 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $427 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $154,476 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $24,936 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $40,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,772 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,435 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,435 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $276,715 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $357,551 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $65,739 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $473,052 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $386,686 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $221,650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,340,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,340,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,813,052 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $386,686 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,561,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$62,358 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,160,794 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,208,946 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,714,849 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,714,849 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $16,683,345 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,660,053 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,426,486 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,823,507 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,774,860 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,857,016 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,259,004 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,762,682 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,247,576 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $30,974,802 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,912,444 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,245,927 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $30,974,802 | CapitalStockBOYAmt |
| Capital Stock EOY | $30,912,444 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,974,802 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,912,444 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,974,802 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,912,444 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,974,802 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$62,358 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $30,912,444 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,912,444 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (44 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 350 EMERSON ELEC | 2016-01-11 | 2016-12-02 | $19,875 | $15,193 | $4,682 | $4,682 | |
| 3300 FLUOR CORP | 2016-01-08 | 2016-03-07 | $170,207 | $145,267 | $24,940 | $24,940 | |
| 2000 FLUOR CORP | 2016-01-11 | 2016-03-07 | $103,156 | $84,457 | $18,699 | $18,699 | |
| 475 IBM CORP | 2015-08-21 | 2016-06-13 | $72,101 | $72,640 | -$539 | -$539 | |
| 325 IBM CORP | 2015-08-24 | 2016-06-13 | $49,332 | $47,148 | $2,184 | $2,184 | |
| 225 IBM CORP | 2015-08-21 | 2016-06-13 | $34,153 | $33,850 | $303 | $303 | |
| 350 IBM CORP | 2015-10-20 | 2016-06-13 | $53,127 | $49,644 | $3,483 | $3,483 | |
| 250 IBM CORP | 2015-10-27 | 2016-06-13 | $37,948 | $34,749 | $3,199 | $3,199 | |
| 1600 BANK NY MELLON | 2011-09-27 | 2016-02-17 | $56,205 | $30,932 | $25,273 | $25,273 | |
| 1600 BANK NY MELLON | 2011-11-17 | 2016-02-17 | $56,205 | $31,077 | $25,128 | $25,128 | |
| 825 BANK NY MELLON | 2011-11-21 | 2016-02-17 | $28,981 | $15,188 | $13,793 | $13,793 | |
| 600 BANK NY MELLON | 2012-01-31 | 2016-02-17 | $21,077 | $12,122 | $8,955 | $8,955 | |
| 950 EMERSON ELEC | 2015-08-12 | 2016-11-01 | $48,907 | $45,636 | $3,271 | $3,271 | |
| 1500 EMERSON ELEC | 2015-08-21 | 2016-11-01 | $77,222 | $72,926 | $4,296 | $4,296 | |
| 1950 EMERSON ELEC | 2015-08-24 | 2016-11-01 | $100,388 | $89,539 | $10,849 | $10,849 | |
| 50 EMERSON ELEC | 2015-08-24 | 2016-12-02 | $2,839 | $2,296 | $543 | $543 | |
| 1100 EMERSON ELEC | 2015-09-23 | 2016-12-02 | $62,458 | $48,078 | $14,380 | $14,380 | |
| 1500 IBM CORP | 2015-01-06 | 2016-06-13 | $227,686 | $234,715 | -$7,029 | -$7,029 | |
| 1400 MEDTRONIC PLC | 2015-01-27 | 2016-06-30 | $121,481 | $103,993 | $17,488 | $17,488 | |
| 900 MEDTRONIC PLC | 2015-01-27 | 2016-07-12 | $80,068 | $66,853 | $13,215 | $13,215 | |
| 960 MEDTRONIC PLC | 2015-01-27 | 2016-07-13 | $85,477 | $71,309 | $14,168 | $14,168 | |
| 1200 NEWS CORP | 2014-10-09 | 2016-10-31 | $14,628 | $18,492 | -$3,864 | -$3,864 | |
| 1200 NEWS CORP | 2014-10-09 | 2016-11-01 | $14,356 | $18,492 | -$4,136 | -$4,136 | |
| 770 VERIZON COMM | 2014-02-24 | 2016-03-08 | $40,002 | $36,205 | $3,797 | $3,797 | |
| 230 VERIZON COMM | 2014-03-27 | 2016-03-08 | $11,949 | $10,851 | $1,098 | $1,098 | |
| 1500 VERIZON COMM | 2014-10-15 | 2016-03-08 | $77,926 | $70,555 | $7,371 | $7,371 | |
| GENERATION IM GLOBAL EQUITY FD | $108,290 | $108,290 | P | ||||
| GENERATION IM GLOBAL EQUITY FD | $385,586 | $385,586 | P | ||||
| CLARK BP LLC | $2,535 | $2,535 | P | ||||
| CLARK BP LLC | $230,176 | $230,176 | P | ||||
| CPBS LLC | -$209 | -$209 | P | ||||
| CPBS LLC | $26,669 | $26,669 | P | ||||
| CLARK FUND LLC | -$43,508 | -$43,508 | P | ||||
| CLARK FUND LLC | $46,225 | $46,225 | P | ||||
| CLARK FOCUS LLC | -$57,875 | -$57,875 | P | ||||
| CLARK FOCUS LLC | $44,578 | $44,578 | P | ||||
| CLARK FOCUS II LLC | -$78,452 | -$78,452 | P | ||||
| CLARK FOCUS II LLC | $58,595 | $58,595 | P | ||||
| CWS LLC | $27,385 | $27,385 | P | ||||
| CWS LLC | $8,475 | $8,475 | P | ||||
| FEDERAL PARTNERS LP | -$38,158 | -$38,158 | P | ||||
| FEDERAL PARTNERS LP | $59,793 | $59,793 | P | ||||
| CLARK PARTNERS I LP | -$22 | -$22 | P | ||||
| CLARK PARTNERS I LP | -$2,036 | -$2,036 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $983,594 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,738,952 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $32,810,129 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,736,050 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $28,245,588 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061463 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,665,365 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,577,747 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062660 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,596,968 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,753,523 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059692 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,903,037 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $22,397,012 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.084968 | DistributionYr5Rt |
| Total Distribution | 0.321783 | TotalDistributionRt |
| Average Distribution | 0.064357 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $30,931,138 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,990,635 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,608 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,002,243 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,561,650 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,216 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,216 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,216 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,994 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $34,994 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,778 | OverpaymentAmt |
| Applied To ES Tax | $11,778 | 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 | DE | 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 | RICHARD C VANISON ASST TREASURER | IndividualWithBooksNm |
| Phone | 2129776900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA 31ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ANNE L PERETZ | |||||||||
| C/O MOTT PHILANTHROPIC PRUDENTIAL | TOWER 800 BOYLSTON ST SUITE 1560 | BOSTON | MA | 021998129 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID L FARNSWORTH | |||||||||
| C/O MOTT PHILANTHROPIC PRUDENTIAL | TOWER 800 BOYLSTON ST SUITE 1560 | BOSTON | MA | 021998129 | CHAIRMAN/DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANNE E FARNSWORTH | |||||||||
| C/O MOTT PHILANTHROPIC PRUDENTIAL | TOWER 800 BOYLSTON ST SUITE 1560 | BOSTON | MA | 021998129 | VICE PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JESSE W PERETZ | |||||||||
| C/O MOTT PHILANTHROPIC PRUDENTIAL | TOWER 800 BOYLSTON ST SUITE 1560 | BOSTON | MA | 021998129 | VICE PRES/TREASURER/DIRECT | 1.00 | $0 | $0 | $0 |
| EVGENIA S PERETZ | |||||||||
| C/O MOTT PHILANTHROPIC PRUDENTIAL | TOWER 800 BOYLSTON ST SUITE 1560 | BOSTON | MA | 021998129 | VICE PRES,SECRETARY/DIRECT | 1.00 | $0 | $0 | $0 |
| RICHARD C VANISON | |||||||||
| ONE ROCKEFELLER PLAZA 31ST FLOOR | NEW YORK | NY | 10020 | ASST. TREASURER | 1.00 | $0 | $0 | $0 | |
| WILLIAM T BURDICK | |||||||||
| ONE ROCKEFELLER PLAZA 31ST FLOOR | NEW YORK | NY | 10020 | ASST. SECRETARY | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE CLARK ESTATES INC | |||||
| ONE ROCKEFELLER PLAZA | NEW YORK | NY | 10020 | INVESTMENT ADVISORY | $260,000 |
| MOTT PHILANTHROPIC | |||||
| 316 NEWBURY STREET | BOSTON | MA | 02115 | PHILANTHROPIC ADVISORY | $154,476 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $28,132,826 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,148,312 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,281,138 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,281,138 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,350,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,931,138 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,546,557 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,546,557 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,216 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,216 | TotalTaxAmt |
| Distributable Before Adj | $1,523,341 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,523,341 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,523,341 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,561,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,561,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,561,650 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,523,341 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $249,296 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $294,472 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $424,652 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $374,021 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $127,146 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,469,587 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,561,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,523,341 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,309 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,507,896 | 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 | $249,296 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,258,600 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $294,472 | ExcessFromYear4Amt |
| Excess From Year3 | $424,652 | ExcessFromYear3Amt |
| Excess From Year2 | $374,021 | ExcessFromYear2Amt |
| Excess From Year1 | $127,146 | ExcessFromYear1Amt |
| Excess From Current Year | $38,309 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ARLINGTON BOYS AND GIRLS CLUB | |||||
| 60 POND LANE | ARLINGTON | MA | 02474 | GENERAL OPERATIONS | $2,000 |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | GENERAL OPERATIONS | $5,000 |
| BOSTON ARTS ACADEMY | |||||
| 174 IPSWICH STREET | BOSTON | MA | 02215 | GENERAL OPERATIONS | $35,000 |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER | |||||
| 885 WASHINGTON STREET | BOSTON | MA | 02111 | GENERAL OPERATIONS | $50,000 |
| BOSTON COLLEGIATE CHARTER SCHOOL FOUNDATION | |||||
| 11 MAYHEW STREET | BOSTON | MA | 02135 | GENERAL OPERATIONS | $50,000 |
| BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION | |||||
| 26 COURT STREET | BOSTON | MA | 02108 | GENERAL OPERATIONS | $50,000 |
| BREAKTHROUGH NEW YORK | |||||
| 55 EXCHANGE PLACE SUITE 503 | NEW YORK | NY | 10005 | GENERAL OPERATIONS | $50,000 |
| BROOKE SCHOOL FOUNDATION | |||||
| 190 CUMMINS HIGHWAY | ROSLINDALE | MA | 02131 | GENERAL OPERATIONS | $50,000 |
| CAMBRIDGE FRIENDS SCHOOL | |||||
| 5 CADBURY ROAD | CAMBRIDGE | MA | 02140 | GENERAL OPERATIONS | $1,000 |
| CHAPEL HILL-CHAUNCY HALL SCHOOL | |||||
| 785 BEAVER STREET | WALTHAM | MA | 02452 | GENERAL OPERATIONS | $5,000 |
| CODMAN ACADEMY FDN | |||||
| 637 WASHINGTON ST | DORCHESTER | MA | 02124 | GENERAL OPERATIONS | $10,000 |
| COOLIDGE CORNER THEATER FOUNDATION | |||||
| 290 HARVARD STREET | BROOKLINE | MA | 02416 | GENERAL OPERATIONS | $1,000 |
| CONCORD ACADEMY | |||||
| 166 MAIN STREET | CONCORDE | MA | 01742 | GENERAL OPERATIONS | $16,000 |
| EDVESTORS | |||||
| 140 CLARENDON ST SUITE 305 | BOSTON | MA | 02116 | GENERAL OPERATIONS | $125,000 |
| GIRLS EDUCATIONAL AND MENTORING SERVICES | |||||
| 201 W 148 STREET | NEW YORK | NY | 10039 | GENERAL OPERATIONS | $8,000 |
| GREATER BOSTON FOOD BANK | |||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | GENERAL OPERATIONS | $2,000 |
| KIDS IN NEED DISTRIBUTORS | |||||
| 6917 ARLINGTON RD SUITE 302 | BETHESDA | MD | 20814 | GENERAL OPERATIONS | $15,000 |
| LEGAL OUTREACH | |||||
| 36-14 35TH STREET | LONG ISLAND CITY | NY | 11106 | GENERAL OPERATIONS | $50,000 |
| MARIN SHAKESPEARE CO | |||||
| PO BOX 4053 | SAN RAFAEL | CA | 94913 | GENERAL OPERATIONS | $2,500 |
| NORTH COUNTRY SPCA | |||||
| PO BOX 55 | ELIZABETHTOWN | NY | 12932 | GENERAL OPERATIONS | $5,000 |
| PARENTING JOURNEY | |||||
| 366 SOMERVILLE AVENUE | SOMERVILLE | MA | 02143 | GENERAL OPERATIONS | $2,500 |
| PASSIM CENTER | |||||
| 26 CHURCH STREET SUITE 300 | CAMBRIDGE | MA | 02138 | GENERAL OPERATIONS | $3,000 |
| PEACE FIRST | |||||
| 25 KINGSTON STREET 6TH FL | BOSTON | MA | 02111 | GENERAL OPERATIONS | $75,000 |
| RESEARCH FOUNDATION OF CUNY | |||||
| 160 CONVENT AVENUE | NEW YORK | NY | 10031 | GENERAL OPERATIONS | $50,000 |
| SAINT ANN'S SCHOOL | |||||
| 129 PIERREPONT STREET | BROOKLYN | NY | 11201 | GENERAL OPERATIONS | $30,000 |
| SPONSORS FOR EDUCATION OPPORTUNITY INC | |||||
| 55 EXCHANGE PLACE SUITE 601 | NEW YORK | NY | 10005 | GENERAL OPERATIONS | $50,000 |
| STREET LAB INC | |||||
| 6 VARICK STREET 10B | NEW YORK | NY | 10013 | GENERAL OPERATIONS | $25,000 |
| UASPIRE INC | |||||
| 31 MILK STREET 9TH FL | BOSTON | MA | 02109 | GENERAL OPERATIONS | $25,000 |
| URBAN ASSEMBLY | |||||
| 90 BROAD STREET SUITE 2101 | NEW YORK | NY | 10004 | GENERAL OPERATIONS | $50,000 |
| INTERFAITH POWER AND LIGHT | |||||
| 369 PINE STREET SUITE 700 | SAN FRANCISCO | CA | 94104 | GENERAL OPERATIONS | $2,000 |
| PEACE ACTION | |||||
| 8630 FENTON STREET SUITE 524 | SILVER SPRING | MD | 20910 | GENERAL OPERATIONS | $2,000 |
| STERLING ANIMAL SHELTER INC | |||||
| 17 LAURELWOOD ROAD | STERLING | MA | 01564 | GENERAL OPERATIONS | $2,000 |
| HOPE FOR PAWS | |||||
| 8950 W OLYMPIC BLVD 525 | LOS ANGELES | CA | 90211 | GENERAL OPERATIONS | $1,000 |
| MIL MILAGROS CO ANROLD HIATT | |||||
| 400 ATLANTIC AVENUE | BOSTON | MA | 02110 | GENERAL OPERATIONS | $20,000 |
| VICTORY PROGRAMS | |||||
| 965 MASS AVE | BOSTON | MA | 02118 | GENERAL OPERATIONS | $10,000 |
| HERBERT H LEHMAN COLLEGE FOUNDATION | |||||
| 250 BEDFORD PARK BLVD W | BRONX | NY | 10468 | GENERAL OPERATIONS | $40,000 |
| JEWISH HOME LIFECARE MANHATTAN | |||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | GENERAL OPERATIONS | $50,000 |
| NEW YORK CITY URBAN DEBATE LEAGUE - QUEENS DEBATE LEAGUE | |||||
| 5440 74TH ST | ELMHURST | NY | 11373 | GENERAL OPERATIONS | $100,000 |
| TEAK FELLOWSHIP | |||||
| 16 W 22ND ST | NEW YORK | NY | 10010 | GENERAL OPERATIONS | $50,000 |
| THE NEW YORK OPPORTUNITY NETWORK | |||||
| 85 BROAD ST | NEW YORK | NY | 10004 | GENERAL OPERATIONS | $100,000 |
| URBAN DOVE | |||||
| 8 E 40TH ST | NEW YORK | NY | 10016 | GENERAL OPERATIONS | $25,000 |
| YOUNG WOMEN'S LEADERSHIP NETWORK | |||||
| 322 8TH AVENUE 14TH FLOOR | NEW YORK | NY | 10001 | GENERAL OPERATIONS | $50,000 |
| CESAR CHAVEZ PUBLIC CHARTER SCHOOLS FOR PUBLIC POLICY | |||||
| 709 12TH STREET SE | WASHINGTON | DC | 20003 | GENERAL OPERATIONS | $45,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,340,000 | 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 | $6,163 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,588 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,478,559 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $205,547 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,756,857 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,756,857 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INTEREST AND DIVIDENDS ON INVESTMENTS |
| 8 | GAIN ON SALE OF SECURITIES |
| 7 | OTHER INVESTMENT INCOME |
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 |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | CASH AMOUNTS EQUAL TO BUDGETED ANNUAL CHARITABLE PAYOUTS ARE MAINTANIED. | ShortExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $2,774,860 | EOYBookValueAmt |
| EOYFMV | $2,857,016 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK | StockNm |
| EOY Book Value | $14,660,053 | EOYBookValueAmt |
| EOYFMV | $16,426,486 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PRIVATE EQUITY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $8,762,682 | BookValueAmt |
| EOYFMV | $9,247,576 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEE | $260,000 | $195,000 | $65,000 |
| CUSTODY FEE | $15,889 | $15,889 | $0 |
| MISCELLANEOUS | $87 | $87 | $0 |
| PARTNERSHIP K-1 | $0 | $146,575 | $0 |
| TRUSTEE EXPENSE | $739 | $0 | $739 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INVESTMENT INCOME | $1,349,534 | -$35,094 | $1,349,534 |
| PARTNERSHIP OTHER INCOME | $122,583 | $0 | $122,583 |
| FOREIGN TAX REFUND | $279 | $279 | $279 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $154,902 | Amt |
| Net Investment Income | $427 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $154,476 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $40,000 | $0 | $0 |
| FOREIGN TAX PD | $0 | $3,772 | $0 |
Comments