THE LEE THAW CHARITABLE TRUST: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE LEE THAW CHARITABLE TRUST (EIN 20-5558739)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-01
IRS object ID
201743059349100014
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-01T14:57:13-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135519786PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MORRIS & MCVEIGH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1767 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNEStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205558739EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LEE THAW CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEETBusinessNameControlTxt
Phone2124180500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1MORRIS MCVEIGH LLP767 THIRD AVEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD J MILLER JRPersonNm
Person TitleCO-TRUSTEEPersonTitleTxt
Phone2124180500PhoneNum
Signature2017-11-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMASSIMO L BALLATORIPreparerPersonNm
PTINP00637781PTIN
Phone2124180500PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.121.151.226IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-01IPDt
IP Tm15:56:51IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0C55E00DA58D71E6445ECE2ACA78E77CE8DCF766AtSubmissionCreationDeviceId
At Submission Filing Device Id0C55E00DA58D71E6445ECE2ACA78E77CE8DCF766AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,663FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$71,728ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$71,729TotalRevAndExpnssAmt
Total Net Invst Incm$1TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,345LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,173LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,750AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,750AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$399OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$201OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$198OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,244TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,124TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,948TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$80,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$80,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$88,344TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,124TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$83,048TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$16,615ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$21,278SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,663SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,663SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$21,278TotalAssetsBOYAmt
Total Assets EOY$4,663TotalAssetsEOYAmt
Total Assets EOYFMV$4,663TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$21,278RetainedEarningBOYAmt
Retained Earning EOY$4,663RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$21,278TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,663TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$21,278TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,663TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$21,278TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$16,615ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,663SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,663TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$70,902AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$15,617NetVlNoncharitableAssetsYr1Amt
Distribution Yr14.540053DistributionYr1Rt
Adjusted Qlfy Distri Yr2$63,564AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$8,177NetVlNoncharitableAssetsYr2Amt
Distribution Yr27.773511DistributionYr2Rt
Adjusted Qlfy Distri Yr3$77,292AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$13,775NetVlNoncharitableAssetsYr3Amt
Distribution Yr35.611034DistributionYr3Rt
Adjusted Qlfy Distri Yr4$51,305AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,425NetVlNoncharitableAssetsYr4Amt
Distribution Yr47.985214DistributionYr4Rt
Adjusted Qlfy Distri Yr5$85,477AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$14,500NetVlNoncharitableAssetsYr5Amt
Distribution Yr55.894966DistributionYr5Rt
Total Distribution31.804778TotalDistributionRt
Average Distribution6.360956AverageDistributionRt
Net Vl Noncharitable Assets$13,254NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$84,308AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$84,308AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$83,048QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMORRIS MCVEIGH LLPIndividualWithBooksNm
Phone2124180500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1767 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH C WEMPLE
C/O MORRIS MCVEIGHLLP767 THIRD AVENEW YORKNY10017CO-TRUSTEE1.00$0$0$0
RICHARD J MILLER JR
C/O MORRIS MCVEIGHLLP767 THIRD AVENEW YORKNY10017CO-TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,456AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,456TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$13,456AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$202CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,254NetVlNoncharitableAssetsAmt
Minimum Investment Return$663MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$663MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$663DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$663DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$663DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$83,048ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$83,048QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$83,048AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$663DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$54,752ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$50,984ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$76,603ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$63,155ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$70,121ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$315,615TotalExcessDistributionCyovAmt
Qualifying Distributions$83,048QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$663AppliedToCurrentYearAmt
Remaining Distri From Corpus$82,385RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$398,000TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$54,752ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$343,248ExcessDistriCyovToNextYrAmt
Excess From Year4$50,984ExcessFromYear4Amt
Excess From Year3$76,603ExcessFromYear3Amt
Excess From Year2$63,155ExcessFromYear2Amt
Excess From Year1$70,121ExcessFromYear1Amt
Excess From Current Year$82,385ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALBANY SYMPHONY ORCHESTRA
19 CLINTON AVENUEALBANYNY12207NONECHARITABLEGENERAL PURPOSE$2,500
AMERICAN FOUNDATION OF SAVOY ORDERS
230 PARK AVENUENEW YORKNY10169NONECHARITABLEGENERAL PURPOSE$2,000
BLAIR SCHOOL OF MUSIC
2400 BLAKEMORE AVENUENASHVILLETN37212NONECHARITABLEGENERAL PURPOSE$7,500
HAMPTON INTERNATIONAL FILM FESTIVAL
47 NEWTOWN LANEEAST HAMPTONNY11937NONECHARITABLEGENERAL PURPOSES$10,000
METROPOLITAN OPERA ASSOCIATION
70 LINCOLN CENTER PLAZANEW YORKNY10023NONECHARITABLEGENERAL PURPOSES$21,500
NEW YORK CITY CENTER
130 WEST STREETNEW YORKNY10019NONECHARITABLEGENERAL PURPOSE$2,500
OPA-LOCKA COMMUNITY DEVELOPMENT CORP
490 OPA-LOCKA BLVDOPALOCKAFL33054NONECHARITABLEGENERAL PURPOSE$2,500
PEREZ ART MUSEUM MIAMI
1103 BISCAYNE BLVDMIAMIFL33132NONECHARITABLEGENERAL PURPOSES$15,100
THE BLUE HILL TROUPE
PO BOX 286800YORKVILLE STATIONNY10128NONECHARITABLEGENERAL PURPOSES$1,500
THE MAYSLES INSTITUTE
343 LENOX AVENUENEW YORKNY10027NONECHARITABLEGENERAL PURPOSES$5,000
TWO EAST SIXTY-SECOND STREET FOUNDATION INC
THW EAST SIXTY-SECOND STREEYNEW YORKNY10065NONECHARITABLEGENERAL PURPOSES$7,500
WOLFSONIAN MUSEUM
11200 SW 8TH STREETMIAMIFL33199NONECHARITABLEGENERAL PURPOSES$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$80,100TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$5,500Amt
Net Investment Income$2,750NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,750DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryMORRIS & MCVEIGH LLPCategoryTxt
Legal Fees$2,345LegalFeesAmt
Net Investment Income$1,173NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NYS FILING FEE$145$73$72
MANAGEMENT FEES$229$115$114
NYS DEPT. OF LAW$25$13$12

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