SHIN CREEK TR: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SHIN CREEK TR (EIN 13-7582641)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-05
- IRS object ID
- 201732789349100423
- 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
- Schedule B
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-05T20:28:13-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 137582641 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHIN CREEK TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIN | BusinessNameControlTxt |
| Phone | 2124556250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68 EAST 86TH STREET 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL BARNETT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2124556250 | PhoneNum |
| Signature | 2017-10-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA PERCELLA | PreparerPersonNm |
| PTIN | P00965741 | PTIN |
| Phone | 6462135100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.96.129.186 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-05 | IPDt |
| IP Tm | 20:28:06 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1FB0DC6CCBB62E013CE01F3A769F965C875BF8A7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A7A992769FCA28EAC2979C66CC9B708EED404203 | 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 | $2,155,539 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,207,454 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $88,492 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,492 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,108 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $49,256 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,108 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,571 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,571 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,311,625 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $104,171 | 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 |
| Taxes Rev And Expnss | $57 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $57 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,570 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,470 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,627 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,527 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $193,303 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $193,303 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $198,930 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,527 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $193,403 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,112,695 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $98,644 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $46,969 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,643 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,643 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $918,503 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,150,896 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,150,896 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $965,472 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,155,539 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,155,539 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $77,415 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $77,415 | 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 | $965,472 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,078,124 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $965,472 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,078,124 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $965,472 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,155,539 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $965,472 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,112,695 | ExcessRevenueOverExpensesAmt |
| Other Increases | $47 | OtherIncreasesAmt |
| Subtotal | $2,078,214 | SubtotalAmt |
| Other Decreases | $90 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,078,124 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY #431745 - AVAILABLE UPON REQUEST | P | $847 | $829 | $18 | $18 |
| FIDELITY #431745 - AVAILABLE UPON REQUEST | P | $17,387 | $17,912 | -$525 | -$525 |
| FIDELITY #431745 - AVAILABLE UPON REQUEST | P | $26,073 | $22,860 | $3,213 | $3,213 |
| FIDELITY #431745 - WASH SALES ADJUSTMENT | P | $28 | $28 | $28 | |
| ONE WILLIAM STREET CAPITAL PARTNERS, LP | P | $4,026 | $4,026 | ||
| ONE WILLIAM STREET CAPITAL PARTNERS, LP | P | $2,104 | $2,104 | ||
| ONE WILLIAM STREET CAPITAL PARTNERS, LP - SEC. 1256 | P | -$406 | -$406 | ||
| ONE WILLIAM STREET CAPITAL PARTNERS, LP - SEC. 1256 | P | -$271 | -$271 | ||
| CAPITAL GAINS DIVIDENDS | P | $4,921 | $4,921 | $4,921 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,108 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $101,885 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $909,436 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.112031 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $106,461 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $916,984 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.116099 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $39,900 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $528,441 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.075505 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $45,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $389,429 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.115554 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $451,460 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066451 | DistributionYr5Rt |
| Total Distribution | 0.485640 | TotalDistributionRt |
| Average Distribution | 0.097128 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,074,250 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $104,340 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $986 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $105,326 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $193,403 | 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 | $986 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $986 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $986 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,705 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,705 | TotalPaymentsAndCreditsAmt |
| Overpayment | $719 | OverpaymentAmt |
| Applied To ES Tax | $719 | 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 | 0 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANDERSEN TAX LLC | IndividualWithBooksNm |
| Phone | 6462135100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL D BARNETT | ||||||||
| 68 EAST 86TH STREET 3RD FLOOR | NEW YORK | NY | 10028 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LINDA P BARNETT | ||||||||
| 68 EAST 86TH STREET 3RD FLOOR | NEW YORK | NY | 10028 | TRUSTEE | 0.00 | $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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,072,543 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,066 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,090,609 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,090,609 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,359 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,074,250 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,713 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,713 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $986 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $986 | TotalTaxAmt |
| Distributable Before Adj | $52,727 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,727 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,727 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $193,403 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $193,403 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $986 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $192,417 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,727 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,941 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $25,866 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,123 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $62,144 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $57,443 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $167,517 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $193,403 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,727 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $140,676 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $308,193 | 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 | $7,941 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $300,252 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $25,866 | ExcessFromYear4Amt |
| Excess From Year3 | $14,123 | ExcessFromYear3Amt |
| Excess From Year2 | $62,144 | ExcessFromYear2Amt |
| Excess From Year1 | $57,443 | ExcessFromYear1Amt |
| Excess From Current Year | $140,676 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AFRICAN LEADERSHIP FOUNDATION | ||||||
| PO BOX 7408 | NEW YORK | NY | 10150 | PUBLIC CHARITY | TO SUPPORT TRANSFORMATIONAL CHANGE IN AFRICA BY DEVELOPING AND CONNECTING THE NEXT GENERATION OF AFRICAN LEADERS. | $510 |
| ALLEN STEVENSON SCHOOL | ||||||
| 132 EAST 78TH STREET | NEW YORK | NY | 10075 | PUBLIC CHARITY | EDUCATION | $5,000 |
| AUTISM SPEAKS | ||||||
| 1060 STATE RD 2ND FL | NEW YORK | NY | 08540 | PUBLIC CHARITY | ADVOCACY AND SUPPORT, AND ADVANCING RESEARCH FOR AUTISM SPECTRUM DISORDER | $150 |
| BB MUSEUM CITY OF NY | ||||||
| 1220 FIFTH AVE | NEW YORK | NY | 10029 | PUBLIC CHARITY | CELEBRATING NEW YORK'S HERITAGE OF DIVERSITY, TOLERANCE, OPPORTUNITY, AND TRANSFORMATION | $100 |
| BROTHERHOOD SISTER SOL | ||||||
| 512 WEST 143RD STREET | NEW YORK | NY | 10031 | PUBLIC CHARITY | YOUTH SUPPORT | $10,500 |
| CATSKILL ART SOCIETY | ||||||
| 48 MAIN STREET PO BOX 991 | LIVINGSTON MANOR | NY | 12758 | PUBLIC CHARITY | CULTIVATING PUBLIC INTEREST, PARTICIPATION, AND ENJOYMENT OF THE ARTS. | $5,000 |
| CHILDRENS RADIO FOUNDATION | ||||||
| 169 STONE HILL ROAD | BEDFORD | NY | 10506 | PUBLIC CHARITY | GIVING CHILDREN IN AFRICA THE SKILLS TO MAKE THEIR VOICES HEARD. | $20,000 |
| CHOATE ROSEMARY HALL FOUNDATION INCORPORATED | ||||||
| 333 CHRISTIAN ST | WALLINGFORD | CT | 06492 | PUBLIC CHARITY | TO PROVIDE A QUALITY SECONDARY INDEPENDENT SCHOOL EDUCATION TO APPROXIMATELY 875 STUDENTS PER YEAR | $50,000 |
| COLBY COLLEGE | ||||||
| 4320 MAYFLOWER HILL | WATERVILLE | MN | 01901 | PUBLIC CHARITY | EDUCATION | $2,500 |
| COLUMBIA UNIVERSITY MIRZA FUND | ||||||
| 630 WEST 168TH STREET PS 2-421 | NEW YORK | NY | 10032 | PUBLIC CHARITY | GENERAL OBLIGATIONS | $10,000 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 6931 ARLINGTON RD 2ND FLOOR | BETHESDA | MA | 20814 | PUBLIC CHARITY | FUND RESEARCH TO CURE CYSTIC FIBROSIS | $250 |
| CATSKILL MOUNTAINKEEPER INC | ||||||
| 47B MAIN STREET | LIVINGSTON MANOR | NY | 12758 | PUBLIC CHARITY | TO PROTECT THE ECOLOGICAL INTEGRITY OF THE CATSKILL MOUNTAIN RANGE AND THE QUALITY OF LIFE OF ALL THOSE WHO LIVE THERE | $1,000 |
| DEVELOPING RADIO PARTNERS | ||||||
| 910 17TH STREET NW 7TH FLOOR | WASHINGTON | DC | 20006 | PUBLIC CHARITY | BUILDING VIBRANT, PARTICIPATORY COMMUNITIES INTERNATIONALLY, THROUGH THE DEVELOPMENT OF FINANCIALLY AND EDITORIALLY INDEPENDENT MEDIA SERVICES WITH A FOCUS ON COMMUNITY RADIO. | $500 |
| DREAMYARD PROJECT | ||||||
| 1085 WASHINGTON AVENUE GROUND FLOOR | BRONX | NY | 10456 | PUBLIC CHARITY | DREAMYARD COLLABORATES WITH BRONX YOUTH, FAMILIES AND SCHOOLS TO BUILD PATHWAYS TO EQUITY AND OPPORTUNITY THROUGH THE ARTS. | $1,000 |
| FOOD ALLERGY RESEARCH (FARE) | ||||||
| 7925 JONES BRANCH DR SUITE 1100 | MCLEAN | VA | 22102 | PUBLIC CHARITY | FARES MISSION IS TO ENSURE THE SAFETY AND INCLUSION OF INDIVIDUALS WITH FOOD ALLERGIES WHILE RELENTLESSLY SEEKING A CURE | $250 |
| GLOBAL FUND FOR WOMEN INC | ||||||
| 800 MARKET ST 7TH FLOOR | SAN FRANCISCO | CA | 94102 | PUBLIC CHARITY | WE ARE A GLOBAL CHAMPION FOR THE HUMAN RIGHTS OF WOMEN AND GIRLS. | $250 |
| GLOBALGIVING | ||||||
| 1110 VERMONT AVE NW SUITE 550 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | CATALYZE A GLOBAL MARKET FOR IDEAS, INFORMATION, AND MONEY THAT DEMOCRATIZES AID AND PHILANTHROPY. WE'RE GROWING OUR MARKETPLACE AND WORKING TO CHANNEL MORE MONEY TO MORE EFFECTIVE ORGANIZATIONS AROUND THE WORLD. | $1,265 |
| GLOBALGOODS PARTNERS | ||||||
| 115 WEST 30TH STREET SUITE 400 | NEW YORK | NY | 10001 | PUBLIC CHARITY | EMPOWERING WOMEN, ALLEVIATING POVERTY, AND PROMOTING SOCIAL JUSTICE. | $12,000 |
| LUNCHBOX FUND | ||||||
| PO BOX 10 | NEW YORK | NY | 10276 | PUBLIC CHARITY | FIGHT HUNGER | $10,000 |
| MCGILL | ||||||
| 2 HAMILTON AVE STE 211 | NEW ROCHELLE | NY | 10801 | PUBLIC CHARITY | TO ADVANCE EDUCATION AND MAKE GRANTS FOR CHARITABLE AND EDUCATIONAL PURPOSES | $20,000 |
| NIGHTINGALE BAMFORD | ||||||
| 20 EAST 92ND STREET | NEW YORK | NY | 10128 | PUBLIC CHARITY | EDUCATION | $10,000 |
| PATTONVETERANS PROJECT | ||||||
| 17 EAST 97TH STREET 4D | NEW YORK | NY | 10029 | PUBLIC CHARITY | VETERAN MENTAL HEALTH TREATMENT/INTERVENTION | $5,000 |
| POLLYANNAINCORG | ||||||
| 19 E 80TH ST | NEW YORK | NY | 10075 | PUBLIC CHARITY | TO CREATE PLATFORMS WHERE GROUPS OF PEOPLE CAN EXPLORE TOGETHER DIVERSITY, INCLUSION AND EQUITY | $200 |
| SHINING HOPE FOR C | ||||||
| 175 VARICK STREET 6TH FLOOR | NEW YORK | NY | 10014 | PUBLIC CHARITY | EMPOWERING WOMEN, ALLEVIATING POVERTY, AND PROMOTING SOCIAL JUSTICE. | $109 |
| SOUTH BAY CENTER | ||||||
| 23430 HAWTHORNE BLVD STE 210 | TORRANCE | CA | 90505 | PUBLIC CHARITY | TO PROVIDE ACCESS TO QUALITY HEALTH CARE FOR INDIVIDUALS AND FAMILIES, REGARDLESS OF THEIR ABILITY TO PAY | $1,000 |
| ST THOMAS MORE PLAY GROUP | ||||||
| 65 E 89TH ST | NEW YORK | NY | 10128 | PUBLIC CHARITY | THE PRIMARY OBJECTIVE IS TO PROVIDE A WARM, RESPONSIVE AND SUPPORTIVE ATMOSPHERE FOR EACH CHILD TO BEGIN HIS SOCIAL AND ACADEMIC JOURNEY THROUGH LIFE. | $500 |
| ST LAWRENCE UNIVERSITY | ||||||
| ROMODA DRIVE | CANTON | NY | 13617 | PUBLIC CHARITY | EDUCATION | $500 |
| SYLVIA CENTER | ||||||
| 304 HUDSON STREET | NEW YORK | NY | 10013 | PUBLIC CHARITY | TO INSPIRE YOUNG PEOPLE AND THEIR FAMILIES TO EAT WELL THROUGH HANDS-ON LEARNING EXPERIENCES ON THE FARM AND IN THE KITCHEN. | $519 |
| TAFT SCHOOL | ||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | PUBLIC CHARITY | GENERAL OBLIGATIONS | $20,000 |
| TUFTS UNIVERSITY | ||||||
| BALLOU HALL | MEDFORD | MA | 02155 | PUBLIC CHARITY | EDUCATION | $5,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $193,303 | 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 | $88,492 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,921 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,187 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ONE WILLIAM STREET CAPITAL PARTNERS LP | Desc |
| Related Or Exempt Function Incm | $2,571 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $93,413 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,758 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $104,171 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 7 | N/A |
| 8 | N/A |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| PAUL D BARNETT | ||||||
| 1 | 68 EAST 86TH STREET 3RD FLOOR | NEW YORK | NY | 10028 | $752,305 | Yes (X) |
| LINDA P BARNETT | ||||||
| 2 | 68 EAST 86TH STREET 3RD FLOOR | NEW YORK | NY | 10028 | $455,149 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 21,342 SHARES BRIDGE BANCORP INC. | $752,305 | 2016-12-06 |
| 2 | 29,728.862 SHARES FIDUS INVESTMENT CORP | $455,149 | 2016-06-01 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY #Z71-1442233 | AT COST | $1,676,296 | $1,676,296 |
| FIDELITY #646-431745 | AT COST | $338,616 | $338,616 |
| ONE WILLIAM STREET CAPITAL PARTNERS LP | AT COST | $135,984 | $135,984 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENT | Desc |
| Amt | $90 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS DEPARTMENT OF LAW | $100 | $0 | $100 |
| BANK FEES - FIDELITY #144223 | $563 | $563 | $0 |
| BANK FEES - FIDELITY #431745 | $2,823 | $2,823 | $0 |
| ONE WILLIAM STREET CAPITAL PARTNERS LP | $2,084 | $2,084 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ONE WILLIAM STREET CAPITAL PARTNERS LP | Desc |
| Revenue And Expenses Per Books | $2,571 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,571 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,571 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVED BUT NOT REPORTED | Desc |
| Amt | $47 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| PAUL D BARNETT | |||
| 68 EAST 86TH STREET 3RD FLOOR | NEW YORK | NY | 10028 |
| LINDA P BARNETT | |||
| 68 EAST 86TH STREET 3RD FLOOR | NEW YORK | NY | 10028 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID - FIDELITY #431745 | CategoryTxt |
| Amt | $57 | Amt |
| Net Investment Income | $57 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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