MYRON S AND HELEN K SILVER FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MYRON S AND HELEN K SILVER FAMILY FOUNDATION (EIN 80-0519951)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201641349349101899
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T12:52:29-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161016457 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSERO & CO CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 STATE STREET SUITE 300 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800519951 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MYRON S & HELEN K SILVER | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MYRO | BusinessNameControlTxt |
| Phone | 5852728060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 JEFFERSON ROAD | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14623 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MYRON S SILVER | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 5852728060 | PhoneNum |
| Signature | 2016-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN PECORA | PreparerPersonNm |
| PTIN | P00436705 | PTIN |
| Phone | 5854546996 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $542,718 | 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 | $160,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,910 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,910 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,618 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $150,863 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,618 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,009 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,009 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $178,537 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,537 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,275 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $222 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,153 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,123 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,925 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,398 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,030 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,030 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,955 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,398 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,305 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $133,582 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,139 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,189 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $91,758 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $91,758 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $264,490 | CorporateStockBOYAmt |
| Corporate Stock EOY | $331,046 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $450,960 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $288,679 | TotalAssetsBOYAmt |
| Total Assets EOY | $422,804 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $542,718 | 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 | $288,679 | RetainedEarningBOYAmt |
| Retained Earning EOY | $422,804 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $288,679 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $422,804 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $288,679 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $422,804 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $288,679 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $133,582 | ExcessRevenueOverExpensesAmt |
| Other Increases | $543 | OtherIncreasesAmt |
| Subtotal | $422,804 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $422,804 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 200 SH BLUE BUFFALO | P | 2015-07-22 | 2015-07-22 | $5,402 | $4,000 | $1,402 | $1,402 |
| 125 SH BED BATH & BEYOND | P | 2015-01-09 | 2015-08-06 | $7,784 | $9,283 | -$1,499 | -$1,499 |
| 400 SH COLUMBIA PIPELINE | P | 2015-02-06 | 2015-09-02 | $7,656 | $9,613 | -$1,957 | -$1,957 |
| 125 SH SANDISK | P | 2014-09-09 | 2015-07-01 | $7,250 | $12,354 | -$5,104 | -$5,104 |
| 50 SH SANOFI | P | 2014-11-20 | 2015-11-20 | $2,219 | $2,368 | -$149 | -$149 |
| 100 SH ANADARKO PETROLEUM | P | 2012-12-06 | 2015-12-08 | $5,211 | $7,450 | -$2,239 | -$2,239 |
| 100 SH ANADARKO PETROLEUM | P | 2013-04-22 | 2015-12-08 | $5,211 | $8,130 | -$2,919 | -$2,919 |
| 50 SH CABOT OIL & GAS | P | 2012-03-06 | 2015-09-02 | $1,148 | $833 | $315 | $315 |
| 100 SH CABOT OIL & GAS | P | 2012-02-03 | 2015-09-02 | $2,295 | $1,622 | $673 | $673 |
| 500 SH CABOT OIL & GAS | P | 2012-02-03 | 2015-10-27 | $10,399 | $8,108 | $2,291 | $2,291 |
| 100 SH EMC CORP-MASS | P | 2013-07-26 | 2015-10-29 | $2,613 | $2,646 | -$33 | -$33 |
| 300 SH EMC CORP-MASS | P | 2013-06-04 | 2015-10-29 | $7,840 | $7,380 | $460 | $460 |
| 100 SH INTERNATIONAL BUSINESS MACHINES | P | 2005-06-21 | 2015-01-02 | $16,246 | $7,658 | $8,588 | $8,588 |
| 200 SH INTERNATIONAL PAPER CO | P | 2012-12-06 | 2015-09-02 | $8,326 | $7,105 | $1,221 | $1,221 |
| 125 SH M&T BANK CORP | P | 2013-04-22 | 2015-01-22 | $14,364 | $12,372 | $1,992 | $1,992 |
| 175 SH METLIFE INC | P | 2013-10-01 | 2015-02-10 | $8,688 | $8,312 | $376 | $376 |
| 50 SH PACKAGING CORP AMER | P | 2008-12-19 | 2015-10-29 | $3,379 | $665 | $2,714 | $2,714 |
| 100 SH QUALCOMM INC | P | 2012-12-06 | 2015-01-21 | $7,065 | $6,421 | $644 | $644 |
| 100 SH QUALCOMM INC | P | 2013-04-22 | 2015-01-21 | $7,065 | $6,463 | $602 | $602 |
| 150 SH SANOFI | P | 2014-11-06 | 2015-11-20 | $6,656 | $6,910 | -$254 | -$254 |
| 25 SH THE TRAVELERS COMPANIES INC | P | 2009-05-19 | 2015-09-02 | $2,445 | $993 | $1,452 | $1,452 |
| 200 SH VIACOM INC | P | 2012-01-30 | 2015-07-22 | $11,601 | $9,559 | $2,042 | $2,042 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,618 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $90,428 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $502,224 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.180055 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,714 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $454,994 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045526 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,450 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $346,252 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047509 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,393 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $334,518 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.028079 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,839 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $318,920 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.024580 | DistributionYr5Rt |
| Total Distribution | 0.325749 | TotalDistributionRt |
| Average Distribution | 0.065150 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $460,787 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $30,020 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $111 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $30,131 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $37,305 | 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 | $111 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $111 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $111 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $111 | 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 | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | MYRON S SILVER | IndividualWithBooksNm |
| Phone | 5852728060 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 JEFFERSON ROAD | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14623 | 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 |
|---|---|---|---|---|---|---|---|---|
| MYRON S SILVER | ||||||||
| 2977 CLOVER STREET | PITTSFORD | NY | 14534 | CO-TRUSTEE | 2.00 | $0 | $0 | $0 |
| BARBARA SILVER-SHUMWAY | ||||||||
| 633 WEST BLOOMFIELD ROAD | PITTSFORD | NY | 14534 | CO-TRUSTEE | 2.00 | $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 |
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 | $415,238 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,566 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $467,804 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $467,804 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,017 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $460,787 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,039 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,039 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $111 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $111 | TotalTaxAmt |
| Distributable Before Adj | $22,928 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,928 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,928 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,305 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $37,305 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $111 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $37,194 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,928 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $47,898 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $47,898 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,305 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,928 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,377 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $62,275 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $62,275 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $47,898 | ExcessFromYear1Amt |
| Excess From Current Year | $14,377 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MYRON S SILVER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF ROCHESTER | |||||||
| 500 GENESEE STREET | ROCHESTER | NY | 14611 | NONE | PUBLIC CHARITY | GENERAL DONATION | $1,000 |
| CAMP GOOD DAYS AND SPECIAL TIMES INC | |||||||
| 6430 TRANSIT ROAD SUITE 200 | BUFFALO | NY | 14043 | NONE | PUBLIC CHARITY | GENERAL DONATION | $1,500 |
| JEWISH FAMILY SERVICE OF ROCHESTER | |||||||
| 441 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PUBLIC CHARITY | GENERAL DONATION | $500 |
| JEWISH FEDERATION OF GREATER ROCHESTER | |||||||
| 441 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PUBLIC CHARITY | GENERAL DONATION | $1,500 |
| JEWISH SENIOR LIFE FOUNDATION | |||||||
| 2021 WINTON ROAD SOUTH | ROCHESTER | NY | 14618 | NONE | PUBLIC CHARITY | GENERAL DONATION | $27,500 |
| ROCHESTER PHILHARMONIC ORCHESTRA | |||||||
| 108 EAST AVENUE | ROCHESTER | NY | 14604 | NONE | PUBLIC CHARITY | GENERAL DONATION | $600 |
| SARASOTA OPERA HOUSE | |||||||
| 61 NORTH PINEAPPLE AVENUE | SARASOTA | FL | 34236 | NONE | PUBLIC CHARITY | GENERAL DONATION | $600 |
| BRIGHTON FOOD CUPBOARD | |||||||
| 220 IDLEWOOD RD | ROCHESTER | NY | 14618 | NONE | PUBLIC CHARITY | GENERAL DONATION | $500 |
| ROCHESTER CHAPTER OF HADASSAH | |||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | GENERAL DONATION | $180 |
| THE ADOLESCENT HEALTH CENTER OF MT SINAI | |||||||
| 312-320 E 94TH ST | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | GENERAL DONATION | $2,000 |
| METROPOLITAN OPERA | |||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | GENERAL DONATION | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,030 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,910 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,009 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,618 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,537 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,537 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MYRON SILVER RIVKA CHATMAN | ||||||
| 1 | 2977 CLOVER STREET | PITTSFORD | NY | 14534 | $10,000 | Yes (X) |
| JUDY LINEHAN | ||||||
| 2 | 289 SMITH ROAD | PITTSFORD | NY | 14534 | $50,000 | Yes (X) |
| NORMAN LEENHOUTS | ||||||
| 3 | 1358 MOSELEY ROAD | VICTOR | NY | 14564 | $100,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,550 | Amt |
| Net Investment Income | $1,275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,275 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $331,046 | EOYBookValueAmt |
| EOYFMV | $450,960 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSE- NEUBERGER/BERMAN | $5,993 | $5,993 | $0 |
| FOREIGN TAX PAID | $130 | $130 | $0 |
| MISCELLANEOUS EXPENSE | $30 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NEUBERGER BERMAN, LLC | Desc |
| Revenue And Expenses Per Books | $1,009 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,009 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,009 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LOSS ON SALE OF PARTNERSHIP INTEREST NOT REFLECTED ON BOOKS | $413 |
| FOREIGN TAXES PAID NOT REFLECTED ON BOOKS | $130 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS TAX PAYMENT | $122 | $0 | $0 |
| NEW YORK STATE DEPARTMENT OF LAW - FILING FEE | $100 | $0 | $0 |
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