SACHS FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SACHS FAMILY FOUNDATION (EIN 20-1966808)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201741329349101784
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T12:41:58-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100175001 | 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 | 201966808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACHS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ALLISON SACHS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ALLISON SACHS | InCareOfNm |
| Business Name Control | SACH | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 454 SUCCABONE ROAD | AddressLine1Txt |
| City | BEDFORD CORNERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10549 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLISON SACHS | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 9142347091 | PhoneNum |
| Signature | 2017-05-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jonathan Schmeltz | PreparerPersonNm |
| PTIN | P00182786 | PTIN |
| Phone | 2128858000 | PhoneNum |
| Preparation | 2017-05-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.140.180.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26308920171325000023 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FAA006EFA57B96F95F2463358C10DD5F1FEFB67C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FAA006EFA57B96F95F2463358C10DD5F1FEFB67C | 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 | $399,431 | 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 | $258,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $132 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $132 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $258,132 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $132 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $112 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $100 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,045 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $3,157 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $136,344 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $136,344 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $139,501 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $136,344 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $118,631 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $262,267 | CashBOYAmt |
| Cash EOY | $122,916 | CashEOYAmt |
| Cash EOYFMV | $122,916 | CashEOYFMVAmt |
| Other Investments BOY | $25,133 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $283,115 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $276,515 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $287,400 | TotalAssetsBOYAmt |
| Total Assets EOY | $406,031 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $399,431 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $287,400 | RetainedEarningBOYAmt |
| Retained Earning EOY | $406,031 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $287,400 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $406,031 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $287,400 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $406,031 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $287,400 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $118,631 | ExcessRevenueOverExpensesAmt |
| Subtotal | $406,031 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $406,031 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $173,698 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $370,615 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.468675 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $207,055 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $529,248 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.391225 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $134,948 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $556,558 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.242469 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $123,409 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $295,939 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.417008 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $129,275 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $587,744 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.219951 | DistributionYr5Rt |
| Total Distribution | 1.739328 | TotalDistributionRt |
| Average Distribution | 0.347866 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $243,247 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $84,617 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $84,617 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $136,344 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| 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 | ALLISON SACHS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9142347091 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 454 SUCCABONE ROAD | AddressLine1Txt |
| City | BEDFORD CORNERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10549 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID SACHS | ||||||||
| 454 SUCCABONE ROAD | BEDFORD CORNERS | NY | 10549 | Treasurer | 0 | $0 | $0 | $0 |
| ALLISON SACHS | ||||||||
| 454 SUCCABONE ROAD | BEDFORD CORNERS | NY | 10549 | President | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $46,065 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $200,886 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $246,951 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $246,951 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,704 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $243,247 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,162 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,162 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $12,162 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,162 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,162 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $136,344 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $136,344 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $136,344 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,162 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $99,897 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $108,636 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $107,133 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $180,600 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $155,179 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $651,445 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $136,344 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $12,162 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $124,182 | RemainingDistriFromCorpusAmt |
| Total Corpus | $775,627 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $99,897 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $675,730 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $108,636 | ExcessFromYear4Amt |
| Excess From Year3 | $107,133 | ExcessFromYear3Amt |
| Excess From Year2 | $180,600 | ExcessFromYear2Amt |
| Excess From Year1 | $155,179 | ExcessFromYear1Amt |
| Excess From Current Year | $124,182 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALLISON SACHS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT A | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHMENT A | AddressLine1Txt |
| City | BEDFORD CORNERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10549 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | CHARITABLE CONTRIBUTIONS | GrantOrContributionPurposeTxt |
| Amt | $136,344 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $136,344 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $132 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $132 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $132 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID AND ALLISON SACHS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 454 SUCCABONE ROAD | AddressLine1Txt |
| City | BEDFORD CORNERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10549 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $258,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 4,000 SHARES OF ITRON INC | NoncashPropertyDesc |
| Fair Market Value | $258,000 | FairMarketValueAmt |
| Received | 2016-12-07 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JEFFERIES | $0 | $0 |
| COWEN | $283,115 | $276,515 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $3,045 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NYS DEPARTMENT OF LAW | $100 | $100 |
| 2015 TAX PAYMENT TO IRS | $12 |
Comments