THE LYNN AND ROBERT AIMMER FAMILY FOUNDATION FOR JOHN DALSHEIM: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE LYNN AND ROBERT AIMMER FAMILY FOUNDATION FOR JOHN DALSHEIM (EIN 20-6066441)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-09-21
IRS object ID
201502649349100210
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-09-21T14:21:28-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN132620561PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CORNICK GARBER & SANDLER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1825 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN206066441EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LYNN AND ROBERT ZIMMER FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION (FOR JOHN DALSHEIM)BusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLYNNBusinessNameControlTxt
Phone2035320044PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line175 BYRAM SHORE ROADAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT ZIMMERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2035320044PhoneNum
Signature2015-06-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELE ROSENBERGPreparerPersonNm
PTINP01346138PTIN
Phone2125573900PhoneNum
Preparation2015-06-16PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,357,323FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$31,130DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,130DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$37,783NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$274,286GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$37,783CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$68,920TotalRevAndExpnssAmt
Total Net Invst Incm$68,920TotalNetInvstIncmAmt
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$1,258TaxesRevAndExpnssAmt
Taxes Net Invst Incm$124TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$23,283OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$23,283OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,541TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,407TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$76,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$76,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$100,841TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,407TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$76,300TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$31,921ExcessRevenueOverExpensesAmt
Net Investment Income$45,513NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$52,240CashBOYAmt
Cash EOY$109,387CashEOYAmt
Cash EOYFMV$109,387CashEOYFMVAmt
Corporate Stock BOY$553,617CorporateStockBOYAmt
Corporate Stock EOY$627,960CorporateStockEOYAmt
Corporate Stock EOYFMV$928,282CorporateStockEOYFMVAmt
Corporate Bonds BOY$358,816CorporateBondsBOYAmt
Corporate Bonds EOY$250,636CorporateBondsEOYAmt
Corporate Bonds EOYFMV$252,522CorporateBondsEOYFMVAmt
Other Investments BOY$106,613OtherInvestmentsBOYAmt
Other Investments EOY$51,382OtherInvestmentsEOYAmt
Other Investments EOYFMV$67,132OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,071,286TotalAssetsBOYAmt
Total Assets EOY$1,039,365TotalAssetsEOYAmt
Total Assets EOYFMV$1,357,323TotalAssetsEOYFMVAmt
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$1,071,286RetainedEarningBOYAmt
Retained Earning EOY$1,039,365RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,071,286TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,039,365TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,071,286TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,039,365TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,071,286TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$31,921ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,039,365SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,039,365TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
CHARLES SCHWAB - NOMINEE - L/T GAINSP$256,294$221,717$34,577$34,577
CHARLES SCHWAB - NOMINEE - S/T GAINSP$16,337$14,786$1,551$1,5512013-03-142014-01-27
CAPITAL GAINS DIVIDENDSP$1,655$1,655$1,655
FieldValueIRS element (for citing)
Capital Gain Net Income$37,783CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$158,015AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,300,412NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.121511DistributionYr1Rt
Adjusted Qlfy Distri Yr2$140,709AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$854,429NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.164682DistributionYr2Rt
Adjusted Qlfy Distri Yr3$253,709AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,165,163NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.217745DistributionYr3Rt
Adjusted Qlfy Distri Yr4$424,630AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,602,573NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.264968DistributionYr4Rt
Adjusted Qlfy Distri Yr5$243,249AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,797,953NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.135292DistributionYr5Rt
Total Distribution0.904198TotalDistributionRt
Average Distribution0.180840AverageDistributionRt
Net Vl Noncharitable Assets$1,282,892NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$231,998AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$455NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$232,453AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$76,300QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$910InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$910SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$910TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$840EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$1,360AppliedToEsTaxAmt
Total Payments And Credits$2,200TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$9EsPenaltyAmt
Overpayment$1,281OverpaymentAmt
Applied To ES Tax$1,281AppliedToESTaxAmt
Refund$0RefundAmt

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 StateCTOrgReportOrRegisterStateCd
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
Individual With BooksCORNICK GARBER SANDLER LLPIndividualWithBooksNm
Phone2125573900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1825 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
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 PY0UndistributedIncomePYInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT ZIMMER
75 BYRAM SHORE ROADGREENWICHCT06830PRESIDENT1.00$0$0$0
LYNN ZIMMER
75 BYRAM SHORE ROADGREENWICHCT06830TREASURER1.00$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$1,170,108AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$65,188AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$67,132FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,302,428TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,302,428AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,536CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,282,892NetVlNoncharitableAssetsAmt
Minimum Investment Return$64,145MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$64,145MinimumInvestmentReturnAmt
Tax Based On Investment Income$910TaxBasedOnInvestmentIncomeAmt
Total Tax$910TotalTaxAmt
Distributable Before Adj$63,235DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$63,235DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$63,235DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$76,300ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$76,300QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$76,300AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$63,235DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$243,980ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$425,291ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$254,311ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$98,922ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$93,800ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,116,304TotalExcessDistributionCyovAmt
Qualifying Distributions$76,300QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$63,235AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,065RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,129,369TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$243,980ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$885,389ExcessDistriCyovToNextYrAmt
Excess From Year4$425,291ExcessFromYear4Amt
Excess From Year3$254,311ExcessFromYear3Amt
Excess From Year2$98,922ExcessFromYear2Amt
Excess From Year1$93,800ExcessFromYear1Amt
Excess From Current Year$13,065ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBERT ZIMMERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line175 BYRAM SHORE ROADAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2035320044RecipientPhoneNum
Form And Info And MaterialsLETTER WITH A DESCRIPTION OF THE USE OF GRANT FUNDSFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DOMINICAN SISTERS FAMILY HEALTH SERVICE
299 NORTH HIGHLAND AVENUEOSSININGNY10562NONEPUBLIC CHARITYSUPPORT CARE FOR THE ELDERLY$300
FEDERATION OF JEWISH PHILANTHROPY
130 EAST 59TH STREETNEW YORKNY10022NONEPUBLIC CHARITYSUPPORT SOCIAL SERVICES$1,000
PROFESSIONAL CHILDREN'S SCHOOL
132 WEST 60TH STREETNEW YORKNY10023NONEPUBLIC CHARITYSUPPORT EDUCATION$6,000
JEWISH FEDERATION OF PALM BEACH COUNTY
4601 COMMUNITY DRIVEWEST PALM BEACHFL33417NONEPUBLIC CHARITYSUPPORT SOCIAL SERVICES$1,500
FRANK SINATRA SCHOOL OF THE ARTS
35-12 35TH AVENUEASTORIANY11106NONEPUBLIC CHARITYSUPPORT CULTURAL EVENTS$5,000
TAMARISK SCHOLARSHIP FUND
75-105 MERLE DRIVE SUITE 300PALM DESERTCA92211NONEPUBLIC CHARITYSUPPORT EDUCATION$500
CHRON'S AND COLITIS FOUNDATION OF AMERICA
30 GLEN STREETWHITE PLAINSNY10603NONEPUBLIC CHARITYSUPPORT MEDICAL RESEARCH$2,500
UJA FEDERATION OF NY
130 EAST 59TH STREETNEW YORKNY10022NONEPUBLIC CHARITYSUPPORT SOCIAL SERVICES$20,000
COLLEGE OF THE DESERT
43-500 MONTEREY AVENUEPALM DESERTCA92260NONEPUBLIC CHARITYSUPPORT EDUCATION$1,000
VIRGINIA WARING INTERNATIONAL PIANO COMPETITION
73710 FRED WARING DRIVE 201PALM DESERTCA92260NONEPUBLIC CHARITYSUPPORT CULTURAL EVENTS$1,500
HOSPITAL FOR SPECIAL SURGERY
535 EAST 70TH STREETNEW YORKNY10021NONEPUBLIC CHARITYSUPPORT MEDICAL RESEARCH$5,000
AMERICAN JEWISH COMMITTEE
165 EAST 56 STREETNEW YORKNY10022NONEPUBLIC CHARITYSUPPORT SOCIAL SERVICES$20,000
SCHOOL OF AMRICAN BALLET
70 LINCOLN CENTER PLAZANEW YORKNY10023NONEPUBLIC CHARITYSUPPORT THE EDUCATION IN THE ARTS$7,500
ADOPT A DOG
849 LAKE AVENUEGREENWICHCT06831NONEPUBLIC CHARITYSUPPORT ANIMAL WELFARE$2,000
JEWISH FEDERATION OF THE DESERT
69710 HIGHWAY 11RANCHO MIRAGECA92270NONEPUBLIC CHARITYSUPPORT SOCIAL SERVICES$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$76,300TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,130ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$37,783ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$68,920ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$68,920TotalIncomeProducingActyAmt

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCHARLES SCHWAB - CORPORATE BONDSBondNm
EOY Book Value$250,636EOYBookValueAmt
EOYFMV$252,522EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAB - EQUITIESStockNm
EOY Book Value$627,960EOYBookValueAmt
EOYFMV$928,282EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCHARLES SCHWAB - OTHER INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$51,382BookValueAmt
EOYFMV$67,132EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$16,780$16,780$0
OTHER INVESTMENT FEES$12$12$0
AMORTZATION OF BOND PREMIUM$6,491$6,491$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHELD$124$124$0
FEDERAL EXCISE TAX$1,134$0$0

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