RAFFERTY FAMILY PRIVATE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- RAFFERTY FAMILY PRIVATE FOUNDATION (EIN 27-6590504)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201503209349100405
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T07:52:32-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131610809 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276590504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAFFERTY FAMILY PRIVATE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAFF | BusinessNameControlTxt |
| Phone | 9147770622 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 522 PROSPECT AVENUE | AddressLine1Txt |
| City | MAMARONECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10543 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OFFICER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9147770622 | PhoneNum |
| Signature | 2015-08-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FREDERICK BERK | PreparerPersonNm |
| PTIN | P00058172 | PTIN |
| Phone | 2128427000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $950,667 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,128 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,128 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $94,360 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,171,729 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $98,187 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $120,498 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $124,325 | 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 |
| Taxes Rev And Expnss | $2,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $34,602 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $34,602 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,661 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,473 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,263 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,473 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,602 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $126,930 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $126,930 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $172,193 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,473 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $161,532 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$51,695 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $116,852 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,001 | CashBOYAmt |
| Cash EOY | $38,128 | CashEOYAmt |
| Cash EOYFMV | $38,128 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,965 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,769 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,769 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $880 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $880 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $903,404 | CorporateStockBOYAmt |
| Corporate Stock EOY | $822,686 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $900,890 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $929,370 | TotalAssetsBOYAmt |
| Total Assets EOY | $872,463 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $950,667 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,211 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $1 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,212 | 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 | $924,158 | RetainedEarningBOYAmt |
| Retained Earning EOY | $872,463 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $924,158 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $872,463 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $929,370 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $872,463 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $924,158 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$51,695 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $872,463 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $872,463 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1,199 REXAM PLC | 2012-03-20 | 2014-08-05 | $51,520 | $38,420 | $13,100 | $13,100 |
| 1 REXAM PLC | 2012-04-02 | 2014-08-05 | $43 | $33 | $10 | $10 |
| MERRILL LYNCH - 04P51 | 2014-12-31 | $775,511 | $747,669 | $27,842 | $27,842 | |
| MERRILL LYNCH - 04P51 | 2014-12-31 | $342,699 | $285,464 | $57,235 | $57,235 | |
| MERRILL LYNCH - 04P51 | 2014-12-31 | $1,956 | $1,956 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $98,187 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $113,036 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,023,343 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.110458 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $71,174 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $976,905 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.072857 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $549,725 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $142,747 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.183315 | TotalDistributionRt |
| Average Distribution | 0.048521 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $980,347 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $47,567 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,169 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $48,736 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $161,532 | 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 | $1,169 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,169 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,169 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,416 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,416 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,247 | OverpaymentAmt |
| Applied To ES Tax | $1,200 | AppliedToESTaxAmt |
| Refund | $1,047 | RefundAmt |
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 | 0 | 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 | 9147770622 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 522 PROSPECT AVENUE | AddressLine1Txt |
| City | MAMRONECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10543 | 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 |
|---|---|---|---|---|---|---|---|---|
| BRIAN RAFFERTY | ||||||||
| 522 PROSPECT AVENUE | MAMARONECK | NY | 10543 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| HELEN RAFFERTY | ||||||||
| 522 PROSPECT AVENUE | MAMARONECK | NY | 10543 | TRUSTEE | 5.00 | $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 | $967,709 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,567 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $995,276 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $995,276 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,929 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $980,347 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,017 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,017 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,169 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,169 | TotalTaxAmt |
| Distributable Before Adj | $47,848 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,848 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,848 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $161,532 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $161,532 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,169 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $160,363 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,848 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $55,592 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $55,592 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $161,532 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,848 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $113,684 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $169,276 | 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 | $169,276 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $55,592 | ExcessFromYear1Amt |
| Excess From Current Year | $113,684 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRIAN RAFFERTY | ContributingManagerNm |
| Contributing Manager | HELEN RAFFERTY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SOARING SPIRITS INTERNATIONAL | |||||||
| 2828 COCHRAN STREET 194 | SIMI VALLEY | CA | 93065 | NONE | 501(C)(3) | GENERAL SUPPORT | $400 |
| CONEY ISLAND USA | |||||||
| 1208 SURF AVENUE | BROOKLYN | NY | 11224 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,100 |
| PROJECT REBIRTH | |||||||
| 163 WILLIAM STREET ROOM 1610 | NEW YORK | NY | 10038 | NONE | 501(C)(3) | GENERAL SUPPORT | $87,228 |
| NATIONAL MS SOCIETY | |||||||
| 733 THIRD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | NONE | 501(C)(3) | GENERAL SUPPORT | $100 |
| THE NEW AGENDA FOUNDATION | |||||||
| PO BOX 834 | LARCHMONT | NY | 10538 | NONE | 501(C)(3) | GENERAL SUPPORT | $250 |
| JDRF | |||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | NONE | 501(C)(3) | GENERAL SUPPORT | $250 |
| HEART 911 | |||||||
| 614 FRELINGHUYSEN AVENUE | NEWARK | NJ | 07114 | NONE | 501(C)(3) | GENERAL SUPPORT | $12,500 |
| MAMARONECK PUBLIC LIBRARY | |||||||
| 136 PROSPECT AVE | MAMARONECK | NY | 10543 | NONE | 501(C)(3) | GENERAL SUPPORT | $17,050 |
| LARCHMONT COMMUNITY COUNSELING CENTER | |||||||
| 234 STANLEY AVENUE | MAMARONECK | NY | 10543 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| MARYMOUNT MANHATTAN COLLEGE | |||||||
| 221 E 71ST STREET | NEW YORK | NY | 10021 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 |
| SUNRISE DAY CAMP | |||||||
| 75 COLONIAL SPRINGS ROAD | WYANDANCH | NY | 11798 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 |
| FRIENDS OF THE MEMORIAL PUBLIC LIBRARY | |||||||
| 1 REACH ROAD | BROOKLIN | ME | 04616 | NONE | 501(C)(3) | GENERAL SUPPORT | $250 |
| AT HOME ON THE SOUND | |||||||
| 545 TOMPKINS AVE | MAMARONECK | NY | 10543 | NONE | 501(C)(3) | GENERAL SUPPORT | $200 |
| PET RESCUE | |||||||
| PO BOX 393 | LARCHMONT | NY | 10538 | NONE | 501(C)(3) | GENERAL SUPPORT | $350 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02115 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 |
| AOH DIVISION | |||||||
| PO BOX 206 | CORNWALL | NY | 12518 | NONE | 501(C)(3) | GENERAL SUPPORT | $250 |
| SONY USA FOUNDATION INC | |||||||
| 550 MADISON AVENUE 33RD FLOOR | NEW YORK | NY | 10022 | NONE | 501(C)(3) | GENERAL SUPPORT | $250 |
| THE SIERRA CLUB | |||||||
| 85 SECOND STREET 2ND FLOOR | SAN FRANCISCO | CA | 94105 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,040 |
| LZ-GRACE VETERANS RETREAT | |||||||
| 536 CAVALIER DR | VIRGINIA BEACH | VA | 23451 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 |
| GEORGETOWN UNIVERSITY | |||||||
| 3700 O ST NW | WASHINGTON | DC | 20057 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,610 |
| AMERICORPS VISTA | |||||||
| 1201 NEW YORK AVENUE NW | WASHINGTON | DC | 20525 | NONE | 501(C)(3) | GENERAL SUPPORT | $50 |
| 911 MEMORIAL AND MUSEUM | |||||||
| 180 GREENWICH STREET | NEW YORK | NY | 10007 | NONE | 501(C)(3) | GENERAL SUPPORT | $52 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $126,930 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,128 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $94,360 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $120,498 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $120,498 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH ACCOUNT 04P51 | $733,977 | $811,930 |
| MERRILL LYNCH ACCOUNT 02744 | $88,709 | $88,960 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEE | $250 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES | $7,466 | $7,466 | $0 |
| AMEX | $938 | $0 | $0 |
| BANK CHARGES | $7 | $7 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| BOY Book Value | $1 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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