JESSIE RIDLEY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JESSIE RIDLEY FOUNDATION INC (EIN 23-7379436)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-11
- IRS object ID
- 201513159349100116
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-11T08:36:01-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133471755 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFER & INFIELD CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 PARK AVENUE SOUTH | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100168012 | 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 | 237379436 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JESSIE RIDLEY FOUNDATION INC STEVEN KALIK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JESS | BusinessNameControlTxt |
| Phone | 7816463536 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 FOXMEADOW LANE | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02474 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN KALIK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7816463536 | PhoneNum |
| Signature | 2015-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN RUFER | PreparerPersonNm |
| PTIN | P00359993 | PTIN |
| Phone | 9173510700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,642,595 | 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 |
| Dividends Rev And Expnss | $43,837 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,837 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,196,135 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,797,816 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,196,135 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,239,972 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,239,972 | 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 | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,100 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,383 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $692 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $691 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,896 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,173 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,583 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,729 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,965 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,374 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $56,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $56,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,429 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,965 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $60,074 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,167,543 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,228,007 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,486 | CashBOYAmt |
| Cash EOY | $32,995 | CashEOYAmt |
| Cash EOYFMV | $32,995 | CashEOYFMVAmt |
| US Government Obligations BOY | $3,025 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,025 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,146 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $470,095 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,614,129 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,605,454 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $482,606 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,650,149 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,642,595 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $482,606 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,650,149 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $482,606 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,650,149 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $482,606 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,650,149 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $482,606 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,167,543 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,650,149 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,650,149 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SCHEDULE ATTACHED | P | $1,720,550 | $554,242 | $1,166,308 | $1,166,308 |
| PIMCO TOTAL RETURN FUND | P | $47,442 | $47,439 | $3 | $3 |
| CAPITAL GAINS DIVIDENDS | P | $29,824 | $29,824 | $29,824 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,196,135 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $91,305 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,567,360 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058254 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $11,516 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,371,460 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.008397 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $59,322 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,347,949 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044009 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $56,268 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,158,378 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048575 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $55,852 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $986,131 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056638 | DistributionYr5Rt |
| Total Distribution | 0.215873 | TotalDistributionRt |
| Average Distribution | 0.043175 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,581,768 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $68,293 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,280 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $80,573 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $60,074 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,560 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,560 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,560 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $10 | EsPenaltyAmt |
| Tax Due | $24,570 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | STEVEN KALIK | IndividualWithBooksNm |
| Phone | 7816463536 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 JASON TERRACE | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02476 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| DR ELIZABETH LATHROP FINCH | ||||||||
| 5820 OSCEOLA ROAD | BETHESDA | MD | 20826 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| DR RICHARD W MARTIN | ||||||||
| 340 TOP SAIL ROAD | SALISBURY | NC | 28146 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| MARY M WALLER | ||||||||
| 606 LOCHAVEN ROAD | WEDDINGTON | NC | 28173 | TREASURER | 5.00 | $0 | $0 | $0 |
| STEVEN KALIK | ||||||||
| 16 FOXMEADOW LANE | ARLINGTON | MA | 02474 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| MILDRED KALIK | ||||||||
| 40 EAST 84TH STREET | NEW YORK | NY | 10028 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| ROBERT KALIK | ||||||||
| 50 PRINCE STREET | NEW YORK | NY | 10002 | SECRETARY | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,240 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,584,616 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,605,856 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,605,856 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,088 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,581,768 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,088 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,088 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,560 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,560 | TotalTaxAmt |
| Distributable Before Adj | $54,528 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,528 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,528 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $60,074 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $60,074 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $60,074 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,528 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $29,895 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $60,074 | QualifyingDistributionsAmt |
| Applied To Year1 | $29,895 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,179 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $24,349 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOWMAN GRAY SCHOOL OF MEDICINE | ||||||
| MEDICAL CENTER BUILDING | WINSTONSALEM | NC | 27157 | NONE | GENERAL CHARITABLE PURPOSES | $10,000 |
| CENTER FOR HEARING AND COMMUNICATION | ||||||
| 50 BROADWAY | NEW YORK | NY | 10004 | NONE | GENERAL CHARITABLE PURPOSES | $4,000 |
| CORNELL UNIVERSITY | ||||||
| 203 DAY HALL | ITHICA | NY | 14853 | NONE | GENERAL CHARITABLE PURPOSES | $4,500 |
| PRINCETON UNIVERSITY | ||||||
| 220 WEST COLLEGE | PRINCETON | NJ | 08544 | NONE | GENERAL CHARITABLE PURPOSES | $10,000 |
| SYRACUSE UNIVERSITY | ||||||
| 804 UNIVERSITY AVE | SYRACUSE | NY | 13244 | NONE | GENERAL CHARITABLE PURPOSES | $10,000 |
| UNIVERSITY OF MICHIGAN | ||||||
| G664 HAVEN HALL | ANN ARBOR | MI | 48109 | NONE | GENERAL CHARITABLE PURPOSES | $10,000 |
| UNIVERSITY OF WISCONSIN | ||||||
| 905 UNIVERSITY AVE | MADISON | WI | 53715 | NONE | GENERAL CHARITABLE PURPOSES | $8,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $56,700 | 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 | $43,837 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,196,135 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,239,972 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,239,972 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,200 | Amt |
| Net Investment Income | $1,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,100 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $1,614,129 | EOYBookValueAmt |
| EOYFMV | $1,605,454 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,025 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,146 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRAVEL EXP IN CONNECTION WITH MEETINGS | $3,000 | $1,500 | $1,500 |
| AD IN LAW JOURNAL | $140 | $0 | $0 |
| BANK SERVICE CHARGE | $166 | $83 | $83 |
| INVESTMENT ADVISOR FEES | $8,590 | $8,590 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NYS FILING FEE | CategoryTxt |
| Amt | $250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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