BITAR FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BITAR FOUNDATION (EIN 26-3263340)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201741359349103299
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T14:08:21-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 751 ARBOR WAY STE 200 | AddressLine1Txt |
| City | BLUE BELL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19422 | 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 | 263263340 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BITAR FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BITA | BusinessNameControlTxt |
| Phone | 2125354041 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 EAST 91ST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE A BITAR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2125354041 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN S HILL | PreparerPersonNm |
| PTIN | P00649865 | PTIN |
| Phone | 2156418600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.171 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-15 | IPDt |
| IP Tm | 14:54:04 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 92531F1E025DF2C5630C664B07BA7284E2D405A4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CE6DC6FDBDBE570E524ED65195BBE27BC76F58F4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,688,588 | 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 | $2,720 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,102 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,570 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,783 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $414,823 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,783 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $108,610 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $104,358 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,145 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,306 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $881 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,012 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,001 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,463 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,882 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,058 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,058 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $88,521 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,882 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,058 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,089 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $91,476 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50,330 | CashBOYAmt |
| Cash EOY | $30,047 | CashEOYAmt |
| Cash EOYFMV | $30,047 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,325,767 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,364,731 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,658,541 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,376,097 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,394,778 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,688,588 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,376,097 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,394,778 | 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 | $1,376,097 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,394,778 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,376,097 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,394,778 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,376,097 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,089 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,396,186 | SubtotalAmt |
| Other Decreases | $1,408 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,394,778 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| MERRILL LYNCH 3108 | $22,931 | $20,669 | $2,262 | $2,262 | |
| MERRILL LYNCH 3108 | $391,376 | $346,371 | $45,005 | $45,005 | |
| CAPITAL GAINS DIVIDENDS | $516 | $516 | $516 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,783 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $57,631 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,595,419 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036123 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $85,945 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,553,797 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055313 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $347,759 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.002876 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $85,232 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041064 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,526 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $62,082 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.089011 | DistributionYr5Rt |
| Total Distribution | 0.224387 | TotalDistributionRt |
| Average Distribution | 0.044877 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,687,672 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $75,738 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $915 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $76,653 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $73,058 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,830 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,830 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,830 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $35 | EsPenaltyAmt |
| Tax Due | $1,865 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GEORGE A BITAR | IndividualWithBooksNm |
| Phone | 2125354041 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 EAST 91ST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE A BITAR | ||||||||
| 135 EAST 91ST STREET | NEW YORK | NY | 10128 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| CLAUDIA FLEMING | ||||||||
| 135 EAST 91ST STREET | NEW YORK | NY | 10128 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SALIM HADDAD | ||||||||
| 813 WEST 11 STREET SUITE C | AUSTIN | TX | 78701 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,658,542 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,831 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,713,373 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,713,373 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,701 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,687,672 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,384 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,384 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,830 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,830 | TotalTaxAmt |
| Distributable Before Adj | $82,554 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $82,554 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $82,554 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,058 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $73,058 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $73,058 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,554 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,459 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $73,058 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,459 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,599 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $11,955 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGE A BITAR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GEORGE A BITAR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 EAST 91ST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2125354041 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LYCEE FRANCAIS DE NEW YORK | |||||||
| 505 EAST 75TH STREET | NEW YORK | NY | 10021 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $31,000 |
| PARK AVENUE ARMORY | |||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $2,292 |
| POMFRET SCHOOL | |||||||
| 398 POMFRET ST | POMFRET | CT | 06258 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $500 |
| SEAL | |||||||
| 525 PARK AVENUE STE 5A | NEW YORK | NY | 10065 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $14,700 |
| STEEP ROCK ASSOCIATION | |||||||
| PO BOX 279 | WASHINGTON DEPOT | CT | 06794 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $1,500 |
| WASHINGTON AMBULANCE ASSOCIATION | |||||||
| 2 BRYAN PLAZA | WASHINGTON DEPOT | CT | 06794 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $3,000 |
| UNIVERSITY OF MICHIGAN | |||||||
| 3003 SOUTH STATE SUITE 8000 | ANN ARBOR | MI | 48109 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $250 |
| ACTION AGAINST HUNGER | |||||||
| 1 WHITEHAT STREET 2ND FL | NEW YORK | NY | 10004 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $2,600 |
| EPARCHY OF SAINT MARON OF BROOKLYN | |||||||
| 109 REMSEN STEET | BROOKLYN | NY | 11201 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $2,500 |
| COLUMBIA UNIVERSITY | |||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $2,500 |
| LUNG CANCER RESEARCH | |||||||
| 155 E 55TH STREET SUITE 6H | NEW YORK | NY | 10022 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $1,000 |
| JAMHOUR ALUMNI US | |||||||
| 60 EAST STREET SUITE 1400 | NEW YORK | NY | 10165 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $1,000 |
| GUNN MEMORIAL LIBRARY | |||||||
| 5 WYKEHAM ROAD PO BOX 1273 | WASHINGTON | CT | 06793 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $1,500 |
| CARNEGIE HILL NEIGHBORS | |||||||
| 170 EAST 91ST STREET | NEW YORK | NY | 10129 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $2,750 |
| FARMON FOUNDATION | |||||||
| 556 EMPIRE ROAD | COPAKE | NY | 12516 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $2,536 |
| THE MANHATTAN BALLET SCHOOL | |||||||
| 149 EAST 72ND STREET | NEW YORK | NY | 10021 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $500 |
| GOOD FOUNDATION FKA BABY BUGGY | |||||||
| 306 W 37TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $1,430 |
| MY SISTER'S KEEPER (MSK) FOUNDATION | |||||||
| 2890 GA-212 124 | CONYERS | GA | 30094 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $500 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVENUE FLOOR 17 | CHICAGO | IL | 60601 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $500 |
| KEEP A GIRL GO FUND ME | |||||||
| WWWGOFUNDMECOM/KEEP-A-GIRL-IN-SCHOO | ANDOVER | MD | 01810 | NONE | 501(C)(3) | CHARITABLE ACTIVITIES | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,058 | 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 | $5 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,102 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $47,783 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $105,890 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $105,890 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | GAIN ON SALE OF INVESTMENTS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RSM US, LLP | CategoryTxt |
| Amt | $1,145 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EURONET WORLDWIDE INC | $14,295 | $228,879 |
| ALTRIA | $42,483 | $69,851 |
| ASTRAZENECA PLC | $23,237 | $20,080 |
| ABBVIE | $58,745 | $62,620 |
| AT&T | $60,673 | $77,575 |
| AMN ELEC POWER CO | $13,730 | $17,377 |
| BP PLC | $42,511 | $34,726 |
| BCE INC | $65,639 | $62,222 |
| CONSOLIDATED EDISON | $15,163 | $16,799 |
| CHEVRON | $30,571 | $32,132 |
| CROWN CASTLE REIT | $39,269 | $37,224 |
| COCA-COLA | $44,817 | $44,984 |
| DOMINION RES INC NEW VA | $29,054 | $32,551 |
| DUKE ENERGY | $43,097 | $47,814 |
| EXXON | $44,033 | $55,600 |
| GLAXOSMITHKLINE | $46,135 | $35,545 |
| GENERAL MILLS | $11,250 | $13,219 |
| JOHNSON AND JOHNSON | $16,054 | $19,701 |
| KRAFT | $13,240 | $15,892 |
| KIMBERLY CLARK | $31,090 | $33,780 |
| MERCK | $41,055 | $42,445 |
| MCDONALD'S | $56,975 | $67,433 |
| NOVARTIS ADR | $28,653 | $27,898 |
| NATIONAL GRID PLC | $60,521 | $51,797 |
| OCCIDENTAL PETE CORP | $14,877 | $14,246 |
| PPL CORP | $28,518 | $32,654 |
| PHILIP MORRIS INTL | $57,828 | $65,049 |
| PEPSICO INC | $13,414 | $16,845 |
| PROCTOR & GAMBLE | $48,921 | $52,718 |
| REALTY INCM CRP MD | $10,018 | $14,198 |
| SANOFI ADR | $64,447 | $61,469 |
| WELLTOWER INC | $23,198 | $26,772 |
| SOUTHERN COMPANY | $39,875 | $46,189 |
| TOTAL S.A. | $7,461 | $7,849 |
| UNILEVER PLC | $22,305 | $21,327 |
| VENTAS INC | $16,608 | $19,069 |
| VERIZON COMMUNICATIONS | $67,586 | $76,654 |
| VODAFONE GROUP | $77,385 | $55,358 |
| HCP INC | $0 | $0 |
| REYNOLDS AMERICAN INC | $0 | $0 |
| ROYAL DUTCH SHEL | $0 | $0 |
| OMEGA HEALTHCARE | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $1,408 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ML FEES | $11,665 | $11,665 | $0 |
| EMA ANNUAL FEE | $150 | $150 | $0 |
| CERTIF FEE | $186 | $186 | $0 |
| MISCELLANEOUS EXPENSES | $11 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NY FILING FEE | $250 | $0 | $0 |
| EXCISE TAX ON INVESTMENT INCOME | $1,175 | $0 | $0 |
| FOREIGN DIVIDEND TAX | $881 | $881 | $0 |