ISSROFF FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ISSROFF FAMILY FOUNDATION (EIN 76-0849175)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-03
- IRS object ID
- 201743079349100039
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-03T16:32:31-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GALEAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 GRAND STREET APT JGB | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10002 | 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 | 760849175 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ISSROFF FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ISSR | BusinessNameControlTxt |
| Phone | 6464909130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 BROADWAY NO 1703 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ISSROFF | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2129444433 | PhoneNum |
| Signature | 2017-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNA H CHU | PreparerPersonNm |
| PTIN | P00536737 | PTIN |
| Phone | 6465888423 | PhoneNum |
| Preparation | 2017-10-02 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.69.118.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-03 | IPDt |
| IP Tm | 17:32:09 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C316BB4CC76F3827226EECACC6222DA61E50E5F5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C316BB4CC76F3827226EECACC6222DA61E50E5F5 | 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 | $8,695,420 | 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 |
| Interest On Sav Rev And Expnss | $343 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $343 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $343 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $156,525 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $156,525 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $156,525 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $193,942 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $193,942 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $27,799 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $27,799 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $27,799 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $378,609 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $378,609 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $184,667 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,283 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,658 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,625 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,680 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,588 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $15,648 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,648 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,282 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,282 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $52,556 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $51,730 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $875 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $157,249 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $123,376 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,830 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $469,249 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $469,249 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $626,498 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $123,376 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $497,079 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$247,889 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $255,233 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $184,667 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $318,258 | CashBOYAmt |
| Cash EOY | $353,898 | CashEOYAmt |
| Cash EOYFMV | $353,898 | CashEOYFMVAmt |
| US Government Obligations BOY | $250,052 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $5,088,557 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,884,818 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,209,845 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $404,541 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $571,279 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $566,996 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $961,304 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,744,413 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,564,681 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $842,302 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,865,014 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,554,408 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,695,420 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $63,732 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,015 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $63,732 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,015 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,801,282 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,553,393 | 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 | $7,801,282 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,553,393 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,865,014 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,554,408 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,801,282 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$247,889 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,553,393 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,553,393 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| INVESTMENT -US TRUST | P | -$50,106 | -$50,106 |
| INVESTMENT -US TRUST | P | $238,810 | $238,810 |
| CAPITAL GAIN DISTRIBUTION THRU US TRUST | P | $3,455 | $3,455 |
| OTHER GAN THRU INVESTMENT ACCOUNTS | P | $1,783 | $1,783 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $193,942 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$44,868 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $486,586 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,319,448 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052212 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $466,593 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,567,756 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048767 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $387,138 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,891,930 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043538 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $401,985 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,118,942 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049512 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $407,430 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,396,180 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048526 | DistributionYr5Rt |
| Total Distribution | 0.242555 | TotalDistributionRt |
| Average Distribution | 0.048511 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,660,425 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $420,126 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,552 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $422,678 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $497,079 | 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 | $2,552 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,552 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,552 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,486 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,486 | TotalPaymentsAndCreditsAmt |
| Overpayment | $934 | OverpaymentAmt |
| Applied To ES Tax | $934 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | CHRISTINE O'DONNELL-US TRUST | IndividualWithBooksNm |
| Phone | 6468551011 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 WEST 42ND STREET | AddressLine1Txt |
| 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID ISSROFF | ||||||||
| TRINITY BUILDING 111 BWAY STE 1703 | NEW YORK | NY | 10006 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| LISA ISSROFF | ||||||||
| TRINITY BUILDING 111 BWAY STE 1703 | NEW YORK | NY | 10006 | TRUSTEE | 10.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | INTERNAL REVENUE CODE SECTION 501(C)(3). | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
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 | $6,830,389 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $397,240 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,564,681 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,792,310 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,792,310 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $131,885 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,660,425 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $433,021 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $433,021 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,552 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $146 | IncomeTaxAmt |
| Total Tax | $2,698 | TotalTaxAmt |
| Distributable Before Adj | $430,323 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $430,323 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $430,323 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $497,079 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $497,079 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,552 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $494,527 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $430,323 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $409,561 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $497,079 | QualifyingDistributionsAmt |
| Applied To Year1 | $409,561 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $87,518 | 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 | $342,805 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| ACCOUNTABILITY LAB | |||||||||
| 1110 VERMONT AVE NW STE 500 | WASHINGTON | DC | 20005 | 501(C)(3) | HEALTH AND WELFARE | $500 | |||
| AFRICAN LEADERSHIP FOUNDATION | |||||||||
| PO BOX 26730 | SAN FRANCISCO | CA | 94126 | 501(C)(3) | CULTURAL | $25,000 | |||
| AFRIKA TIKKUN | |||||||||
| 535 E 72ND ST APT 2A | NEW YORK | NY | 10021 | 501(C)(3) | EDUCATION | $1,000 | |||
| ARBOR BROTHERS INC | |||||||||
| 349 5TH AVE 6TH FL | NEW YORK | NY | 10016 | 501(C)(3) | EDUCATION | $10,000 | |||
| ASYV | |||||||||
| 498 SEVENTH AVE | NEW YORK | NY | 10018 | 501(C)(3) | HEALTH AND WELFARE | $30,000 | |||
| BATONGA FOUNDATION | |||||||||
| 200 MASSACHUSETTS AVE NW 1ST FL | WASHINGTON | DC | 20036 | 501(C)(3) | EDUCATION | $250 | |||
| BESO FOUNDATION | |||||||||
| 501(C)(3) | EDUCATION | $5,000 | PO BOX 11348 | KAMPALA | UG | ||||
| BLOOMINGDALE FAMILY PROGRAM | |||||||||
| 125 W 109TH ST | NEW YORK | NY | 10025 | 501(C)(3) | EDUCATION | $500 | |||
| BROWN UNIVERSITY | |||||||||
| 164 ANGALL ST | PROVIDENCE | RI | 02912 | 501(C)(3) | EDUCATION | $20,000 | |||
| CIYOTA | |||||||||
| 501(C)(3) | EDUCATION | $3,500 | HAM TOWERS 3RD FL MAKERER HILL RD | KAMPALA | UG | ||||
| COACHING FOR CHANGE INC | |||||||||
| 70 FARGO STREEET STE 907 | BOSTON | MA | 02210 | 501(C)(3) | EDUCATION | $4,000 | |||
| ECHOING GREEN FOUNDATION | |||||||||
| 462 7TH AVE 13FL | NEW YORK | NY | 10018 | 501(C)(3) | EDUCATION | $50,000 | |||
| EDUCATE | |||||||||
| PO BOX 4847 | BOULDER | CO | 80306 | 501(C)(3) | EDUCATION | $30,000 | |||
| EMERGING LEADERS IN TECHNOLOGY & ENGINEERING INC | |||||||||
| 275 MALCOLM X BLVD | NEW YORK | NY | 10027 | 501(C)(3) | CULTURAL | $4,000 | |||
| GENERATION CITIZEN | |||||||||
| 89 SOUTH STREET STE 203 | BOSTON | MA | 02111 | 501(C)(3) | CULTURAL | $75,000 | |||
| GLOBAL GOOD FUND | |||||||||
| 1000 WILSON BOULEVARD | ARLINGTON | VA | 22209 | 501(C)(3) | CULTURAL | $250 | |||
| KARAM FOUNDATION | |||||||||
| 520 8TH AVE 15TH FL | NEW YORK | NY | 10018 | 501(C)(3) | CULTURAL | $333 | |||
| MIGRANT OFFSHORE AID STATION | |||||||||
| 501(C)(3) | RELIEF SERVICES | $250 | TRIQ SAN TROFIMU 7 SLM 1119 | SLIEMA | MT | ||||
| NEW CLASSROOMS | |||||||||
| 1250 BROADWAY 30TH FL | NEW YORK | NY | 10001 | 501(C)(3) | EDUCATION | $2,500 | |||
| ONGOZA | |||||||||
| 111 BROADWAY STE 1703 | NEW YORK | NY | 10006 | 501(C)(3) | RELIEF SERVICES | $55,000 | |||
| PROFOUND GENTLEMEN INC | |||||||||
| 7715 KREFELD GLEN DRIVE | CHARLOTTE | NC | 28227 | 501(C)(3) | EDUCATION | $1,000 | |||
| ROBINHOOD | |||||||||
| 826 BROADWAY 9TH FL | NEW YORK | NY | 10003 | 501(C)(3) | EDUCATION | $30,000 | |||
| SHOFCO | |||||||||
| 318 W 108TH ST 5 | NEW YORK | NY | 10025 | 501(C)(3) | EDUCATION | $25,000 | |||
| SOMO PROJECT | |||||||||
| 8 10TH STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3) | EDUCATION | $1,000 | |||
| SOUL FOUNDATION INC | |||||||||
| PO BOX 404 | SUFFERN | NY | 10901 | 501(C)(3) | EDUCATION | $2,500 | |||
| SPARK MICROGRANT | |||||||||
| 575 MAIN STREET N1909 | NEW YORK | NY | 10044 | 501(C)(3) | CULTURAL | $20,000 | |||
| TEACH FOR UGANDA | |||||||||
| 2040 BANCROFT WAY STE 200 | BERKELEY | CA | 94704 | 501(C)(3) | HEALTH AND WELFARE | $2,500 | |||
| UBUNTU EDUCATION FUND | |||||||||
| 32 BROADWAY STE 414 | NEW YORK | NY | 10004 | 501(C)(3) | EDUCATION | $20,000 | |||
| WESLEYAN UNIVERSITY | |||||||||
| 45 WYLLYS AVE | MIDDLETOWN | CT | 06459 | 501(C)(3) | EDUCATION | $5,000 | |||
| YOUTH RENEWAL FUND | |||||||||
| 250 WEST 57TH STREET 632 | NEW YORK | NY | 10107 | 501(C)(3) | HEALTH AND WELFARE | $10,000 | |||
| LWALA COMMUNITY ALLIANCE | |||||||||
| PO BOX 60688 | NASHVILLE | TN | 37206 | 501(C)(3) | HEALTH, EDUCATION AND WELFARE | $10,000 | |||
| RESONATE | |||||||||
| 107 WOODRUFF STREET | MADISON | TN | 37115 | 501(C)(3) | RELIEF SERVICES | $10,000 | |||
| UNREASONABLE EAST AFRICA | |||||||||
| 501(C)(3) | EDUCATIONEDUCATION | $10,000 | MAKEREREHILL ROAD HAM TOWERS 3RD FL | KAMPALA | UG | ||||
| VILLAGE OF WISDOM | |||||||||
| 12445 SMORGAN ST | CALUMET PARK | IL | 60827 | 501(C)(3) | EDUCATION | $1,000 | |||
| SAMS USA | |||||||||
| PO BOX 399 | AMBRIDGE | PA | 15003 | 501(C)(3) | EDUCATION | $333 | |||
| SOLIYA | |||||||||
| 6 E 39TH ST | NEW YORK | NY | 10016 | 501(C)(3) | EDUCATIONEDUCATION | $250 | |||
| ASYLUM ACCESS | |||||||||
| 1611 TELEGRAPH AVE STE 1111 | OAKLAND | CA | 94612 | 501(C)(3) | EDUCATION | $1,000 | |||
| POWERING POTENTIAL | |||||||||
| PO BOX 230973 | NEW YORK | NY | 10023 | 501(C)(3) | EDUCATION | $1,000 | |||
| AFFCAD | |||||||||
| 501(C)(3) | EDUCATION | $1,000 | PO BOX 21809 | KAMPALA | UG | ||||
| KENTUCKY URBAN-RURAL EXCHANGE | |||||||||
| 1906 COLLEGE HEIGHTS BLVD | BOWLING GREEN | KY | 42101 | 501(C)(3) | EDUCATION | $250 | |||
| SUNRISE INC | |||||||||
| 270 MINNEMAN ROAD | RICHMOND | IN | 47374 | 501(C)(3) | EDUCATION | $333 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $469,249 | 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 | $343 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $156,525 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $27,799 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $193,942 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $378,609 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $378,609 | TotalIncomeProducingActyAmt |
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 | TAX PREPARATION | CategoryTxt |
| Amt | $8,800 | Amt |
| Net Investment Income | $4,400 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BOND HELD THROUGH U.S. TRUST | BondNm |
| EOY Book Value | $571,279 | EOYBookValueAmt |
| EOYFMV | $566,996 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK HELD THROUGH U.S. TRUST | StockNm |
| EOY Book Value | $4,884,818 | EOYBookValueAmt |
| EOYFMV | $6,209,845 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REAL ESTATE AND PUBLIC REITS | AT COST | $949,531 | $773,532 |
| OTHER RECEIVABLE | AT COST | $794,882 | $791,149 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt |
|---|---|
| BA HEDGE EQUITY FUND | $348,189 |
| BA INTERNATIONAL HEDGE EQUITY FUND | $484,808 |
| EXCELSIOR CREDIT OPPORTUNITIES HEDGE FUND | $3,637 |
| EXCELSIOR GLOBAL OPPORTUNITIES HEDGE FUND | $5,668 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER DEDUCTIONS THRU PASSTHRU ENTITIES | $17,440 | $17,440 | $0 | $0 |
| PORTFOLIO DEDUCTIONS THRU PASSTHRU ENTITIES | $19,855 | $19,855 | $0 | $0 |
| INVESTMENT EXPENSES US TRUST | $14,386 | $14,435 | $0 | $0 |
| REGISTRATION FEES | $875 | $0 | $0 | $875 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ORDINARY INCOME THRU PASS THRU ENTITIES | $343 | $343 | $343 |
| OTHER INCOME THRU INVESTMENT ACCOUNTS | $607 | $607 | $607 |
| NON-DIVIDEND DISTRIBUTION THRU INVESTMENT ACCOUNTS | $26,849 | $26,849 | $26,849 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| BOOK TO TAX ADJUSTMENT-THRU PASSTHRU ENTITIES | $60,868 | $0 |
| CREDIT CARD PAYABLE | $2,864 | $1,015 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISORY | $0 | $0 | $0 | $0 |
| INVESTMENT MANAGEMENTT FEES | $63,658 | $63,658 | $0 | $0 |
| OUTSIDE IT & WEB SERVICES FEES | $3,625 | $0 | $0 | $3,625 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX PAID | $3,588 | $3,588 | $0 | $0 |
| EXCISE TAX | $6,092 | $0 | $0 | $0 |
Comments