BETA

BURTON FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
BURTON FOUNDATION (EIN 13-3975899)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-11
IRS object ID
201631329349101848
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)
Return2016-05-11T13:24:24-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DORIAN A VERGOS & COMPANY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1352 7TH AVE - SUITE 1501AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10001ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133975899EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BURTON FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O DORIAN ALEX VERGOS & CO LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% BURTON B STANIARInCareOfNm
Business Name ControlBURTBusinessNameControlTxt
Phone2123434000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1352 SEVENTH AVENUE Suite 1501AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBURTON B STANIARPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2123074800PhoneNum
Signature2016-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDORIAN A VERGOSPreparerPersonNm
PTINP00085651PTIN
Phone2123074800PhoneNum
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$1,316,323FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$32,930DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,930DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$71,422NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$200,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$71,422CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$104,352TotalRevAndExpnssAmt
Total Net Invst Incm$104,352TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$13,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,750AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$6,750AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,324TaxesRevAndExpnssAmt
Taxes Net Invst Incm$324TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$10,741OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,741OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$25,565TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,815TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,750TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$199,112ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$199,112ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$224,677TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,815TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$205,862TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$120,325ExcessRevenueOverExpensesAmt
Net Investment Income$86,537NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$61,834SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$37,489SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$37,489SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$0AcctRcvblAmt
Acct Rcvbl BOY$1AcctRcvblBOYAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Corporate Stock BOY$629,459CorporateStockBOYAmt
Corporate Stock EOY$614,272CorporateStockEOYAmt
Corporate Stock EOYFMV$638,078CorporateStockEOYFMVAmt
Other Investments BOY$727,321OtherInvestmentsBOYAmt
Other Investments EOY$646,529OtherInvestmentsEOYAmt
Other Investments EOYFMV$640,756OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,418,615TotalAssetsBOYAmt
Total Assets EOY$1,298,290TotalAssetsEOYAmt
Total Assets EOYFMV$1,316,323TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,418,615CapitalStockBOYAmt
Capital Stock EOY$1,298,290CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,418,615TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,298,290TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,418,615TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,298,290TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,418,615TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$120,325ExcessRevenueOverExpensesAmt
Subtotal$1,298,290SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,298,290TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
275.047 SHS PACE INTERMEDIATE FIXED INCOME INV. CL PP2014-07-092015-06-05$3,392$3,405-$12-$13
279.969 SHS PACE GLOBAL REAL ESTATE SECURITIES INV. CL PP2014-07-092015-06-05$2,040$2,052-$12-$12
242.498 SHS PACE INTERMEDIATE FIXED INCOME INV CL PP2014-07-092015-08-17$2,990$3,002-$11-$12
198.917 SHS PACE GLOBAL REAL ESTATE SECURITIES INV CL PP2014-07-092015-08-17$1,470$1,458$12$12
4,669.303 SHS PACE ALTERNATIVE STRATEGIES INVESTMENTS CL PP2008-06-302015-08-17$51,373$50,102$1,271$1,271
1,175.19 SHS PACE INTERNATIONAL EQUITY INV CL PP2008-07-282015-08-17$17,426$18,816-$1,390-$1,390
602.531 SHS PACE INTERNATIONAL EMERGING MARKETS EQUITY INV CL PP2008-06-302015-08-17$7,095$11,832-$4,737-$4,737
1,175.51 SHS PACE LARGE CO GROWTH EQUITY INV CL PP2008-06-302015-08-17$30,789$20,302$10,487$10,487
968.821 SHS PACE LARGE CO VALUE EQUITY INV CL PP2008-07-282015-08-17$22,950$15,617$7,333$7,333
1,206.033 SHS PACE INTERNATIONAL FIXED INCOME INCESTMENT CL PP2008-06-302015-08-17$12,000$13,753-$1,753-$1,753
335.313 SHS PACE SMALL/MEDIUM CO GROWTH EQUITY INV. CL PP2008-06-302015-08-17$7,027$4,590$2,437$2,437
423.271 SHS PACE SMALL/MEDIUM CO VALUE EQUITY INV CL PP2008-06-302015-08-17$9,023$5,977$3,046$3,046
1,110.928 SHS PACE STRATEGIC FIXED INCOME INV CL PP2008-07-282015-08-17$15,575$15,152$423$423
698.818 SHS PACE MORTGAGE BACKED SECURITIES FIXED INC INV FUNDP2008-06-302015-08-17$9,045$9,057-$12-$12
798.779 SHS PACE HIGH YIELD INVESTMENTS CL PP2008-07-282015-08-17$7,806$7,219$587$587
CAPITAL GAIN DIVIDENDSP$53,753
FieldValueIRS element (for citing)
Capital Gain Net Income$71,422CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$246,928AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,618,037NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.15261DistributionYr1Rt
Adjusted Qlfy Distri Yr2$173,317AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,447,881NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.119704DistributionYr2Rt
Adjusted Qlfy Distri Yr3$195,028AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,291,319NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.15103DistributionYr3Rt
Adjusted Qlfy Distri Yr4$186,517AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,505,741NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.123871DistributionYr4Rt
Adjusted Qlfy Distri Yr5$168,870AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,410,627NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.119713DistributionYr5Rt
Total Distribution0.666928TotalDistributionRt
Average Distribution0.133386AverageDistributionRt
Net Vl Noncharitable Assets$1,429,183NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$190,633AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$865NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$191,498AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$205,862QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$865InvestmentIncomeExciseTaxAmt
Subtotal$865SubtotalAmt
Tax Based On Investment Income$865TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,586EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,586TotalPaymentsAndCreditsAmt
Overpayment$721OverpaymentAmt
Applied To ES Tax$721AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BURTON B STANIARBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2123434000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1KNOLL INC 76 9TH AVE 11TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10011ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonBURTON B STANIARPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1KNOLL INC 76 NINTH AVENUE 11TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10011ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,390,430AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$60,517AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,450,947TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,450,947AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,764CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,429,183NetVlNoncharitableAssetsAmt
Minimum Investment Return$71,459MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$71,459MinimumInvestmentReturnAmt
Tax Based On Investment Income$865TaxBasedOnInvestmentIncomeAmt
Total Tax$865TotalTaxAmt
Distributable Before Adj$70,594DistributableBeforeAdjAmt
Distributable Before Ded$70,594DistributableBeforeDedAmt
Distributable As Adjusted$70,594DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$205,862ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$205,862QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$865PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$204,997AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$70,594DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$100,899ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$111,430ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$130,640ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$106,609ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$168,854ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$618,432TotalExcessDistributionCyovAmt
Qualifying Distributions$205,862QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$70,594AppliedToCurrentYearAmt
Remaining Distri From Corpus$135,268RemainingDistriFromCorpusAmt
Total Corpus$753,700TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$100,899ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$652,801ExcessDistriCyovToNextYrAmt
Excess From Year4$111,430ExcessFromYear4Amt
Excess From Year3$130,640ExcessFromYear3Amt
Excess From Year2$106,609ExcessFromYear2Amt
Excess From Year1$168,854ExcessFromYear1Amt
Excess From Current Year$135,268ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMR BURTON B STANIARContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE ATTACHED STATEMENTBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1SEE ATTACHED STATEMENTAddressLine1Txt
Address Line2SEE ATTACHED STATEMENTAddressLine2Txt
CitySEE ATTACHED STATEMENTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10001ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusTAX EXEMPTRecipientFoundationStatusTxt
Grant Or Contribution PurposeFOR THE ORGANIZATION'S CHARITABLE USEGrantOrContributionPurposeTxt
Amt$199,112Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$199,112TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,930ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$71,422ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$104,352ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$104,352TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$13,500Amt
Net Investment Income$6,750NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$6,750DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIES PORTFOLIOStockNm
EOY Book Value$614,272EOYBookValueAmt
EOYFMV$638,078EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
UBS PACE SELECT FIXED INCOME$354,385$338,094
UBS PACE SELECT$292,144$302,662

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
INVESTMENT ADVISORY FEES$10,346$10,346
NY REGULATION FEE$145$145
NY DEPARTMENT OF LAW$250$250

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonBURTON B STANIARPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1907 FIFTH AVENUE APT 7DAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10021ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$324$324
FEDERAL TAX EXPENSE$1,000

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