ROBERT W STUBBS FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT W STUBBS FOUNDATION (EIN 43-1304452)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-10
- IRS object ID
- 201741309349101189
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-10T14:28:20-07:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Munk Witzig CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 E Bethany Home Rd | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431304452 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSE M & ROBERT W STUBBS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSE | BusinessNameControlTxt |
| Phone | 9734011500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 735 OCEAN CLUB DRIVE 5TH FL | AddressLine1Txt |
| City | AMELIA ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS J ROSS JR | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2017-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jason M MunkMAccCPA | PreparerPersonNm |
| PTIN | P00545610 | PTIN |
| Phone | 6022341040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $828,876 | 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 |
| Dividends Rev And Expnss | $29,757 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,757 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$399 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,285 | GrossSalesPriceAmt |
| Total Rev And Expnss | $29,358 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,757 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,795 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,398 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,397 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $377 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $377 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $254 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $7,426 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,775 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,397 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,026 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,775 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,997 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,668 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,982 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,612 | CashBOYAmt |
| Cash EOY | $6,628 | CashEOYAmt |
| Cash EOYFMV | $6,628 | CashEOYFMVAmt |
| Corporate Stock BOY | $360,261 | CorporateStockBOYAmt |
| Corporate Stock EOY | $357,577 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $822,248 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $365,873 | TotalAssetsBOYAmt |
| Total Assets EOY | $364,205 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $828,876 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $365,873 | RetainedEarningBOYAmt |
| Retained Earning EOY | $364,205 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $365,873 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $364,205 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $365,873 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $364,205 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $365,873 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,668 | ExcessRevenueOverExpensesAmt |
| Subtotal | $364,205 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $364,205 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2000 HUDSON CITY BANCORP MERGER | P | 2010-01-01 | 2015-11-06 | $2,167 | $2,684 | -$517 | -$517 |
| 0.97 M&T BANK CORP | P | 2015-11-16 | 2015-11-16 | $118 | $118 | $118 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$399 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $29,410 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $857,713 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03429 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $22,350 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $766,565 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.02916 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $28,456 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $738,752 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03852 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $28,100 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $652,394 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04307 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,775 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $619,481 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.02869 | DistributionYr5Rt |
| Total Distribution | 0.173729 | TotalDistributionRt |
| Average Distribution | 0.034746 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $804,405 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $27,950 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $280 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $28,230 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $24,997 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $560 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $560 | SubtotalAmt |
| Tax Based On Investment Income | $560 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $15 | EsPenaltyAmt |
| Tax Due | $575 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT W STUBBS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9734011500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 735 OCEAN CLUB DRIVE | AddressLine1Txt |
| City | AMELIA ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2014 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ROBERT W STUBBS | ||||||
| 735 OCEAN CLUB DR 5TH FL | AMELIA ISLAND | FL | 32034 | Chairman | 0.00 | $4,000 |
| JAMES P CONNAUGHTON | ||||||
| 8000 MARYLAND PLACE 1100 | ST LOUIS | MO | 63105 | Secretary | 0.00 | $0 |
| ROSE MARIE STUBBS | ||||||
| 735 OCEAN CLUB DR 5TH FL | AMELIA ISLAND | FL | 32034 | President | 0.00 | $0 |
| CHARITY M STUBBS-GUZOFSKI | ||||||
| 32 GRAMERCY PARK SOUTH APT 5J | NEW YORK | NY | 10003 | Treasurer | 0.00 | $0 |
| THOMAS J ROSS JR | ||||||
| 11 MAGNOLIA PLACE | CHATHAM TOWNSHIP | NJ | 07928 | Vice President | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $810,683 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,972 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $816,655 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $816,655 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,250 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $804,405 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,220 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,220 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $560 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $560 | TotalTaxAmt |
| Distributable Before Adj | $39,660 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $39,660 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $39,660 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,997 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $24,997 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $24,997 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,660 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,693 | UndistributedIncomePYAmt |
| Qualifying Distributions | $24,997 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,693 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,304 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $27,356 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT W STUBBS | ContributingManagerNm |
| Contributing Manager | ROSE MARIE STUBBS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT W STUBBS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 735 OCEAN CLUB DRIVE 5TH FLOOR | AddressLine1Txt |
| City | AMELIA ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9734011500 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING TO INCLUDE VERIFICATION THAT ORGANIZATION IS EXEMPT UNDERSECTION 501(C)(3) | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADAPTIVE SPORTS FOUNDATION | |||||||
| PO BOX 266 100 SILVERMAN WAY | WINDHAM | NY | 12496 | NONE | PC | GENERAL | $6,850 |
| AMERICAN RED CROSS | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | PC | GENERAL | $250 |
| CALIFORNIA BALLET | |||||||
| 4819 RONSON COURT | SAN DIEGO | CA | 92111 | NONE | PC | GENERAL | $2,000 |
| CHURCH OF THE NATIVITY | |||||||
| 20 EAST RIDGELY ROAD | TIMONIUM | MD | 21093 | NONE | PC | GENERAL | $3,500 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| PO BOX 849168 | BOSTON | MA | 02284 | NONE | PC | GENERAL | $250 |
| HUNTINGTONS DISEASE - HDSA NJ CHAPTER | |||||||
| 505 EIGHTH AVENUE SUITE 102 | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $150 |
| KOGINKA SEWALUNA FOUNDATION | |||||||
| 12 1/2 WALL STREET STE S | ASHEVILLE | NC | 28801 | NONE | PC | GENERAL | $250 |
| MAYO CLINIC | |||||||
| 200 1ST STREET SW | ROCHESTER | MN | 55905 | NONE | PC | GENERAL | $2,500 |
| MITCHELL HOLLOW CHAPEL | |||||||
| 893 MILL ST | WINDHAM | NY | 12496 | NONE | PC | GENERAL | $250 |
| NAVY SEAL FOUNDATION | |||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | NONE | PC | GENERAL | $1,500 |
| PATHFINDER VILLAGE FOUNDATION | |||||||
| 3 CHENANGO ROAD | EDMESTON | NY | 13335 | NONE | PC | GENERAL | $500 |
| PLAY FOR PINK | |||||||
| 60 EAST 56TH ST 5TH FL | NEW YORK | NY | 10022 | NONE | PC | GENERAL | $1,000 |
| SALVATION ARMY | |||||||
| 328 N OCEAN ST | JACKSONVILLE | FL | 32202 | NONE | PC | GENERAL | $750 |
| ST THERESAS CHURCH | |||||||
| 120 MONROE AVENUE | CRESSKILL | NJ | 07626 | NONE | PC | GENERAL | $600 |
| TAKE STOCK IN CHILDREN | |||||||
| 8600 NW 36TH ST STE 500 | MIAMI | FL | 33166 | NONE | PC | GENERAL | $1,250 |
| TAPS | |||||||
| 3033 WILSON BLVD STE 630 | ARLINGTON | VA | 22201 | NONE | PC | GENERAL | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,757 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$399 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $29,358 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,358 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WMC TAX SERVICES LLC | CategoryTxt |
| Amt | $2,795 | Amt |
| Net Investment Income | $1,398 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,397 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES THRU RBC | StockNm |
| EOY Book Value | $357,577 | EOYBookValueAmt |
| EOYFMV | $822,248 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REGISTERED AGENT FEES | CategoryTxt |
| Amt | $377 | Amt |
| Net Investment Income | $377 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON NET INVESTMENT INCOME | CategoryTxt |
| Amt | $254 | Amt |
Comments