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PAUL AND MARCY ABRAMS FAMILY FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
PAUL AND MARCY ABRAMS FAMILY FOUNDATION INC (EIN 45-4013613)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-06-01
IRS object ID
201611539349100701
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-06-01T08:25:42-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221655803PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DORFMAN ABRAMS MUSIC LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1250 PEHLE AVE SUITE 702AddressLine1Txt
CitySADDLE BROOKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07663ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454013613EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PAUL AND MARCY ABRAMSBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPAULBusinessNameControlTxt
Phone9732782300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1171 FIFTH AVENUEAddressLine1Txt
CityPATERSONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07524ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL H ABRAMSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9732782300PhoneNum
Signature2016-05-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT B PULEO CPAPreparerPersonNm
PTINP00359247PTIN
Phone2014039750PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$149,389FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$5,269DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,269DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,088NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,976GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,088CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,357TotalRevAndExpnssAmt
Total Net Invst Incm$6,357TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$115TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$122OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$237TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,603ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,603ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,840TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,603TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,483ExcessRevenueOverExpensesAmt
Net Investment Income$6,357NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$492CashBOYAmt
Cash EOY$898CashEOYAmt
Cash EOYFMV$898CashEOYFMVAmt
Corporate Stock BOY$112,050CorporateStockBOYAmt
Corporate Stock EOY$110,161CorporateStockEOYAmt
Corporate Stock EOYFMV$148,491CorporateStockEOYFMVAmt
Total Assets BOY$112,542TotalAssetsBOYAmt
Total Assets EOY$111,059TotalAssetsEOYAmt
Total Assets EOYFMV$149,389TotalAssetsEOYFMVAmt
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$112,542RetainedEarningBOYAmt
Retained Earning EOY$111,059RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$112,542TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$111,059TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$112,542TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$111,059TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$112,542TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,483ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$111,059SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$111,059TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property100 SHS. GENERAL ELECTRICPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$2,976GrossSalesPriceAmt
Cost Or Other Basis$1,888CostOrOtherBasisAmt
Gain Or Loss$1,088GainOrLossAmt
Gains Minus Excess Or Losses$1,088GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,088CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,644AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$158,653NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048181DistributionYr1Rt
Adjusted Qlfy Distri Yr2$5,440AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$145,291NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.037442DistributionYr2Rt
Adjusted Qlfy Distri Yr3$315AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$123,883NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.002543DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$115,208NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.088166TotalDistributionRt
Average Distribution0.017633AverageDistributionRt
Net Vl Noncharitable Assets$150,984NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,662AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$64NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,726AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$7,603QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$64InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$64SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$64TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$64AppliedToEsTaxAmt
Total Payments And Credits$64TotalPaymentsAndCreditsAmt
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 StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PAUL H ABRAMSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9732782300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1171 FIFTH AVENUEAddressLine1Txt
CityPATERSONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07524ZIPCd
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 PYYes (1)UndistributedIncomePYInd
Undistributed Income PY12014UndistributedIncomePY1Yr
Undistributed Income PY22012UndistributedIncomePY2Yr
Undistr Incm Sect4942a2 Not AppYes (1)UndistrIncmSect4942a2NotAppInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAUL H ABRAMS
19 SUTTON DRIVEBOYNTON BEACHFL33436PRESIDENT1.00$0$0$0
MARCIA ABRAMS
19 SUTTON DRIVEBOYNTON BEACHFL33436SECRETARY1.00$0$0$0
JEFFREY L ABRAMS
64 LAKE END ROADNEWFOUNDLANDNJ07435TREASURER1.00$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$151,999AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,284AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$153,283TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$153,283AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,299CashDeemedCharitableAmt
Net Vl Noncharitable Assets$150,984NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,549MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,549MinimumInvestmentReturnAmt
Tax Based On Investment Income$64TaxBasedOnInvestmentIncomeAmt
Total Tax$64TotalTaxAmt
Distributable Before Adj$7,485DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,485DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,485DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,603ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$7,603QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$64PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$7,539AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,485DistributableAsAdjustedAmt
Undistributed Income PY$7,867UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Total For Prior Years$187TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$7,603QualifyingDistributionsAmt
Applied To Year1$7,603AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$187PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$187Taxable1Amt
Taxable2$264Taxable2Amt
Undistributed Income CY$7,485UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPAUL H ABRAMSContributingManagerNm
Contributing ManagerMARCIA ABRAMSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DAUGHTERS OF MIRIAM CENTER
155 HAZEL STREETCLIFTONNJ07011NONE501 (C)(3)GENERAL SUPPORT$258
JEWISH FEDERATION OF PALM BEACH COUNTY
4601 COMMUNITY DRIVEWEST PALM BEACHFL33417NONE501 (C)(3)GENERAL SUPPORT$2,180
WORLD JEWISH CONGRESS
501 MADISON AVE 17TH FLOORNEW YORKNY10022NONE501 (C)(3)GENERAL SUPPORT$100
BARNERT TEMPLE
747 ROUTE 208 SOUTHFRANKLIN LAKESNJ07417NONE501 (C)(3)GENERAL SUPPORT$3,715
BETHESDA HOSPITAL FOUNDATION
2815 SOUTH SEACREST BOULEVARDBOYNTON BEACHFL33435NONE501 (C)(3)GENERAL SUPPORT$1,000
WOUNDED WARRIOR PROJECT
4899 BELFORT ROADJACKSONVILLEFL32256NONE501 (C)(3)GENERAL SUPPORT$100
JEWISH FAMILY & CHILDREN'S SERVICE OF PALM BEACH COUNT
5841 CORPORATE WAY SUITE 200WEST PALM BEACHFL33407NONE501 (C)(3)DAVID ROSENBERG MEMORIAL FUND$200
BARNABAS HEALTH HOME CARE VON HALLE
95 OLD SHORT HILLS ROADWEST ORANGENJ07052NONE501 (C)(3)GENERAL SUPPORT$50
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,603TotalGrantOrContriPdDurYrAmt
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$5,269ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,088ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$6,357ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,357TotalIncomeProducingActyAmt

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

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTHE PAUL AND MARCY ABRAMS FAMILY FOUNDATION, A PRIVATE FOUNDATION WHICH USES THE CALENDAR YEAR AS THE TAXABLE YEAR, HAS UNDISTRIBUTED INCOME FROM 2011 IN THE AMOUNT OF $13, AND FROM 2012 IN THE AMOUNT OF $669. IN THAT THE TAXPAYER HAS EXCESS QUALIFYING DISTRIBUTIONS FOR 2013 IN THE AMOUNT OF $495, IT IS HEREBY ELECTING TO APPLY ALL OF WHICH TO THE UNDISTRIBUTED AMOUNTS PRIOR TO 2013 BEFORE ANY APPLICATION TO 2014.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$110,161EOYBookValueAmt
EOYFMV$148,491EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFEDERAL TAX EXEMPT ORG. APPLICATION FEEDesc
Revenue And Expenses Per Books$122RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$115Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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