ACCESS CAPITAL FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ACCESS CAPITAL FOUNDATION (EIN 36-7190561)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-29
- IRS object ID
- 201623349349100607
- Schema version
- 2015v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-29T12:52:31-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132608630 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Adelman Katz & Mond LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 West 41st - Suite 1500 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100364015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367190561 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCESS CAPITAL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MILES & MARCIE STUCHIN TTEES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACCE | BusinessNameControlTxt |
| Phone | 2126449300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 PARK AVENUE 16TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100229405 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MILES M STUCHIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2126449300 | PhoneNum |
| Signature | 2016-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lawrence L Katz CPA | PreparerPersonNm |
| PTIN | P00577432 | PTIN |
| Phone | 2123820404 | PhoneNum |
| Preparation | 2016-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $342,827 | 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 | $190,670 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $237 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $237 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,949 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,949 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,285 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $239,176 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,285 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $224,141 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,471 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | 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 | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $258 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $258 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,258 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,258 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $107,913 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $107,913 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $110,171 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,258 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $107,913 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $113,970 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,213 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,494 | CashBOYAmt |
| Cash EOY | $305 | CashEOYAmt |
| Cash EOYFMV | $305 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,202 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $166,511 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $166,511 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $230,097 | CorporateStockBOYAmt |
| Corporate Stock EOY | $176,011 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $176,011 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $254,793 | TotalAssetsBOYAmt |
| Total Assets EOY | $342,827 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $342,827 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $254,793 | RetainedEarningBOYAmt |
| Retained Earning EOY | $342,827 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $254,793 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $342,827 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $254,793 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $342,827 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $254,793 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $113,970 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $368,763 | SubtotalAmt |
| Other Decreases | $25,936 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $342,827 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| nextera energy inc | 2010-06-07 | 2015-08-07 | $56,342 | $28,151 | $28,191 | $28,191 |
| INTL BUSINESS MACH | 2016-03-31 | 2016-04-05 | $182,834 | $181,740 | $1,094 | $1,094 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,285 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $72,016 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $288,176 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.249903 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $154,834 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $79,695 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.942832 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $100,833 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $109,959 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.917005 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $291,780 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $347,681 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.839218 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $85,400 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $250,223 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.341296 | DistributionYr5Rt |
| Total Distribution | 4.290254 | TotalDistributionRt |
| Average Distribution | 0.858051 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $261,081 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $224,021 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $312 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $224,333 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $107,913 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $624 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $624 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $624 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $641 | AppliedToEsTaxAmt |
| Total Payments And Credits | $641 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $17 | EsPenaltyAmt |
| Tax Due | $0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | the foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126449300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o miles stuchin-405 park ave | AddressLine1Txt |
| City | new york | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| miles m stuchin | ||||||||
| c/o acess capital - 405 park avenue | new york | NY | 10022 | trustee | 0.00 | $0 | $0 | $0 |
| marcie stuchin | ||||||||
| c/o acess capital - 405 park avenue | new york | NY | 10022 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | memorial sloan-kettering cancer center | Description1Txt |
| Expenses1 | $27,035 | Expenses1Amt |
| Description2 | FOUNDATION FOR SARCOIDOSIS RESEARCH | Description2Txt |
| Expenses2 | $10,000 | Expenses2Amt |
| Description3 | Trustees of University of Pensylvania | Description3Txt |
| Expenses3 | $10,000 | Expenses3Amt |
| Description4 | PAN-MASS CHALENGE | Description4Txt |
| Expenses4 | $16,000 | Expenses4Amt |
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 | $197,409 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,648 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $265,057 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $265,057 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,976 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $261,081 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,054 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,054 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $624 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $624 | TotalTaxAmt |
| Distributable Before Adj | $12,430 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,430 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,430 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $107,913 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $107,913 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $107,913 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,430 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $72,898 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $274,396 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $95,335 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $153,857 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $57,607 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $654,093 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $107,913 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,430 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $95,483 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $749,576 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $72,898 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $676,678 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $274,396 | ExcessFromYear4Amt |
| Excess From Year3 | $95,335 | ExcessFromYear3Amt |
| Excess From Year2 | $153,857 | ExcessFromYear2Amt |
| Excess From Year1 | $57,607 | ExcessFromYear1Amt |
| Excess From Current Year | $95,483 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | miles m stuchin | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| 1626 LOCUST STREET | PHILADELPHIA | PA | 19103 | NONE | 501(c)(3) | GENERAL SUPPORT | $500 | |
| foundation for sarcoidosis research | ||||||||
| 122 SOUTH MICHIGAN AVENUE SUITE | CHICAGO | IL | 60603 | none | 501(c)(3) | GENERAL SUPPORT | $10,000 | 1700 |
| hope and heros | ||||||||
| 161 FORT WASHINGTON AVENUE IP-7 | NEW YORK | NY | 10032 | NONE | 501(c)(3) | GENERAL SUPPORT | $1,000 | |
| horace mann school | ||||||||
| 231 west 256th street | bronx | NY | 10471 | nOnE | 501(c)(3) | GENERAL SUPPORT | $5,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 1311 MAMARONECK AVENUE SUITE 310 | WHITE PLAINS | NY | 10605 | NONE | 501(c)(3) | GENERAL SUPPORT | $1,278 | |
| memorial sloan-kettering cancer center | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | 501(c)(3) | GENERAL SUPPORT | $27,035 | |
| NATIONAL INSTITUTE FOR REPRODUCTIVE HEALTH | ||||||||
| 470 PARK AVENUE SOUTH 7TH FLOOR | NEW YORK | NY | 10016 | NONE | 501(c)(3) | GENERAL SUPPORT | $5,000 | |
| ODELL STUDNER FOUNDATION | ||||||||
| THREE RADNOR CORPORATE CENTER | RADNOR | PA | 19087 | NONE | 501(c)(3) | GENERAL SUPPORT | $2,000 | |
| PAN-MASS CHALLENGE | ||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | 501(c)(3) | sponsorship | $16,000 | |
| SPECIAL OLYMPICS CONNECTICUT | ||||||||
| 2666 STATE ST SUITE 1 | HAMDEN | CT | 06517 | NONE | 501(c)(3) | GENERAL SUPPORT | $1,000 | |
| THE MONROE FOUNDATION | ||||||||
| 2501 JEROME AVENUE | BRONX | NY | 10468 | NONE | 501(c)(3) | GENERAL SUPPORT | $5,000 | |
| FINGER LAKES LAND TRUST | ||||||||
| 202 EAST COURT ST | ITHACA | NY | 14850 | NONE | 501(c)(3) | GENERAL SUPPORT | $1,000 | |
| MOTOWN MUSEUM | ||||||||
| 2648 WEST GRAND BOULEVARD | DETROID | MI | 48208 | NONE | 501(c)(3) | GENERAL SUPPORT | $1,000 | |
| WATER COLLECTIVE | ||||||||
| 252 JAVA STREET 243 | BROOKLYN | NY | 11222 | NONE | 501(c)(3) | GENERAL SUPPORT | $500 | |
| WHITNEY MUSEUM OF ART | ||||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | NONE | 501(c)(3) | GENERAL SUPPORT | $5,000 | |
| NEW YORK HISTORICAL SOCIETY | ||||||||
| 170 CENTRAL PARK PARK WEST AT | NEW YORK | NY | 10024 | NONE | 501(c)(3) | GENERAL SUPPORT | $5,000 | RICHARD GILDER WAY |
| TRUSTEES OF THE UNIVERSITY OF PENSYLVANIA | ||||||||
| 3400 CIVIC CENTER BOULEVARD | PHILADELPHIA | PA | 19104 | NONE | 501(c)(3) | GENERAL SUPPORT | $10,000 | BUILDING 421 |
| PLANNED PARENTHOOD FOUNDATION OF AMERICA | ||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | 501(c)(3) | GENERAL SUPPORT | $1,000 | |
| ROSA LEE YOUNG CHILDHOOD CENTER | ||||||||
| 180 N VILLAGE AVENUE | ROCKVILLE CENTRE | NY | 11570 | NONE | 501(c)(3) | GENERAL SUPPORT | $100 | |
| THE JEWISH COMMUNITY RELATIONS COUNCIL OF NY | ||||||||
| 225 WEST 34TH STREET SUITE 1607 | NEW YORK | NY | 10122 | NONE | 501(c)(3) | GENERAL SUPPORT | $10,000 | |
| VILLAGES IN PARTNERSHIP | ||||||||
| PO Box 52 | Allentown | NJ | 08501 | NONE | 501(c)(3) | GENERAL SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $107,913 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $237 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,949 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $29,285 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $33,471 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,471 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | interest income to disburse for exempt purpose |
| 4 | dividends and interest income to disburse for exempt purpose |
| 7 | PROCEEDS FROM SALE OF ASSETS TO DISBURSE FOR EXEMPT PURPOSE |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| first giving | |||||||
| 1 | 34 farnsworth street 3rd floor | boston | MA | 02210 | $8,930 | Yes (X) | |
| miles stuchin | |||||||
| 2 | 1107 5th avenue | new york | NY | 10128 | $181,740 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 1,200 shares of intl business mach | NoncashPropertyDesc |
| Fair Market Value | $181,740 | FairMarketValueAmt |
| Received | 2016-03-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | accounting services | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| boeing company | $61,039 | $61,039 |
| celgene corp | $8,186 | $8,186 |
| illinois tool works inc | $69,892 | $69,892 |
| nextera energy | $0 | $0 |
| vf corp | $36,894 | $36,894 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $25,936 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEES | $100 | $100 | $0 | $0 |
| advertising | $145 | $145 | $0 | $0 |
| bank charges | $13 | $13 | $0 | $0 |
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