MAGNA CARTA FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MAGNA CARTA FOUNDATION (EIN 22-3875602)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-13
- IRS object ID
- 201540449349100304
- Schema version
- 2013v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-13T11:19:15-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR DAVIES LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 SUMMER STREET 5TH FL EAST | AddressLine1 |
| City | STAMFORD | City |
| State | CT | State |
| ZIP Code | 06905 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223875602 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAGNA CARTA FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAGN | BusinessNameControlTxt |
| Phone | 2125919393 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARK AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN HILL II | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2125919393 | PhoneNum |
| Signature | 2015-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01325852 | PTIN |
| Phone | 2033232400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | 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 | $1,862,745 | 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 | $40,631 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $71,173 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,173 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$22,680 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,100 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,100 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $92,224 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,273 | 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 | $1,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,413 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,413 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $858 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $858 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $115 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $115 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,086 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,263 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,823 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,480 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,480 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $78,566 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,263 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,303 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,658 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,010 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $51,932 | CashBOYAmt |
| Cash EOY | $51,411 | CashEOYAmt |
| Cash EOYFMV | $51,411 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $19,015 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $238,640 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $238,640 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $1,491,310 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,310,624 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,310,624 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $285,207 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $262,070 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $262,070 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,847,464 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,862,745 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,862,745 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,847,464 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,862,745 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,847,464 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,862,745 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,847,464 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,862,745 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,847,464 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,658 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,623 | OtherIncreasesAmt |
| Subtotal | $1,862,745 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,862,745 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| SINOCEANIC | P | $3,309 | $3,309 |
| 300 NORTH CAPITAL | P | -$25,989 | -$25,989 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$22,680 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $110,499 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,827,456 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060466 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $74,450 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,811,816 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041091 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $83,525 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,740,217 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047997 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $113,034 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,639,729 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.068935 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $90,428 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,634,357 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055329 | DistributionYr5Rt |
| Total Distribution | 0.273818 | TotalDistributionRt |
| Average Distribution | 0.054764 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,827,278 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $100,069 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $710 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $100,779 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $75,303 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,420 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,420 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,420 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $520 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,300 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,820 | TotalPaymentsAndCreditsAmt |
| Overpayment | $400 | OverpaymentAmt |
| Applied To ES Tax | $400 | AppliedToESTaxAmt |
| Refund | $0 | 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 | 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 | MAGNA CARTA FOUNDATION | IndividualWithBooksNm |
| Phone | 2125919500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARK AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANDREW L FURGATCH | ||||||||
| ONE PARK AVENUE | NEW YORK | NY | 10016 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| DAVID A LAWLESS | ||||||||
| ONE PARK AVENUE | NEW YORK | NY | 10016 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| JOHN T HILL II | ||||||||
| ONE PARK AVENUE | NEW YORK | NY | 10016 | SECRETARY & TREASURER | 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 | $1,674,606 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $180,499 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,855,105 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,855,105 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,827 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,827,278 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $91,364 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $91,364 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,420 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,420 | TotalTaxAmt |
| Distributable Before Adj | $89,944 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $89,944 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $89,944 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,303 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $75,303 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $75,303 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $89,944 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $29,039 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,303 | QualifyingDistributionsAmt |
| Applied To Year1 | $29,039 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,264 | 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 | $43,680 | 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 (94 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|
| AID FOR CANCER RESEARCH | ||||||||||
| 144 GOULD STREET | NEEDHAM | MA | 02494 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $500 | |||
| ALZHEIMER'S ASSOCIATION NYC CHAPTER | ||||||||||
| 360 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $25 | |||
| ALZHEIMER'S ASSOCIATION NYC CHAPTER | ||||||||||
| 360 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $270 | |||
| ALZHEIMER'S ASSOCIATION NYC CHAPTER | ||||||||||
| 360 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $200 | |||
| AMERICAN CANCER SOCIETY | ||||||||||
| 30 SPEEN STREET | FRAMINGHAM | MA | 01701 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $25 | |||
| AMFAR | ||||||||||
| 120 WALL STREET - 13TH FLOOR | NEW YORK | NY | 10005 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $1,000 | |||
| ANDERSON HOUSE INC | ||||||||||
| PO BOX 134 | WHITEHOUSE STATION | NJ | 08889 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $50 | |||
| ASIAN AMERICAN CIVIC ASSOCIATION | ||||||||||
| 87 TYLER STREET 5TH FLR | BOSTON | MA | 02111 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $2,500 | |||
| AVON PRODUCTS FOUNDATION INC | ||||||||||
| ONE AVON PLAZA | RYE | NY | 10580 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $150 | |||
| BABYLON BREAST CANCER FOUNDATION | ||||||||||
| 100 MONTAUK HIGHWAY | COPIAGUE | NY | 11726 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $50 | |||
| BIG BROTHERS BIG SISTERS OF WESTERN NC INC | ||||||||||
| 50 SOUTH FRENCH BROAD RM 213 | ASHEVILLE | NC | 28801 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $100 | |||
| B'NAI B'RITH INT'L | ||||||||||
| 2020 K STREET NW 7TH FLR | WASHINGTON | DC | 20006 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $25 | |||
| CAIA INC | ||||||||||
| 115 BOWERY 3FLR | NEW YORK | NY | 10002 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $4,000 | |||
| CATHEDRAL PREPARATORY SEMINARY | ||||||||||
| 56-25 92 STREET | ELMHURST | NY | 11373 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $200 | |||
| CATHEDRAL PREPARATORY SEMINARY | ||||||||||
| 56-25 92 STREET | ELMHURST | NY | 11373 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $200 | |||
| CATHOLIC RELIEF SERVICES | ||||||||||
| 228 WEST LEXINGTON STREET | BALTIMORE | MD | 21201 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $25 | |||
| CHINATOWN MANPOWER PROJECT | ||||||||||
| 70 MULBERRY STREET | NEW YORK | NY | 10013 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $5,000 | |||
| COOLEY'S ANEMIA FOUNDATION | ||||||||||
| 330 7TH AVE SUITE 900 | NEW YORK | NY | 10001 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $250 | |||
| COVENANT HOUSE | ||||||||||
| 5 PENN PLAZA 2ND FLR | NEW YORK | NY | 10001 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $25 | |||
| DETERMINED TO SUCCEED | ||||||||||
| PO BOX 12306 | MARINA DEL REY | CA | 90295 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $2,500 | |||
| DAYTOP VILLAGE FOUNDATION INC | ||||||||||
| 104 WEST 40TH STREET | NEW YORK | NY | 10018 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $3,000 | |||
| FRIENDS OF BRITISH LIBRARY | ||||||||||
| NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $89 | 96 EUSTON ROAD | LONDON | UK | ||||
| FEED THE CHILDREN INC | ||||||||||
| 333 N MERIDAN AVENUE | OKLAHOMA CITY | OK | 73107 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $50 | |||
| FLATBUSH VOLUNTEERS OF HATZOLOH | ||||||||||
| 1880 OCEAN AVENUE | BROOKLYN | NY | 11230 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $25 | |||
| FOUNDATION FOR STUDENT COMMUNICATION INC | ||||||||||
| 48 UNIVERSITY PLACE RM 305 | PRINCETON | NJ | 08540 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $2,500 | |||
| FRED'S TEAM MSKCC | ||||||||||
| 633 3RD AVENUE 28TH FLR | NEW YORK | NY | 10017 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $500 | |||
| GEORGETOWN UNIVERSITY | ||||||||||
| GIFT PROCESSING DEPT 0734 | WASHINGTON | DC | 20073 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $1,000 | |||
| GIRL SCOUT TROOP 1948 | ||||||||||
| ONE PARK AVENUE | NEW YORK | NY | 10016 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $1,800 | |||
| GIRLS ON THE RUN | ||||||||||
| PO BOX 85 | CUMBERLAND CENTER | ME | 04021 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $200 | |||
| GRIFFITH FOUNDATION FOR INSURANCE EDUCATION | ||||||||||
| 623 HIGH STREET | WORTHINGTON | OH | 43085 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $2,000 | |||
| HABITAT FOR HUMANITY HIAWATHALAND | ||||||||||
| 401 DEER STREET | MANISTIQUE | MI | 49854 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $250 | |||
| INNER CITY SCHOLARSHIP FUND | ||||||||||
| 1011 1ST AVENUE SUITE 1400 | NEW YORK | NY | 10022 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $1,000 | |||
| JCC ROCKLAND | ||||||||||
| 450 WEST NYACK ROAD | NEW YORK | NY | 10994 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $500 | |||
| JEWISH FEDERATION OF GREATER MIDDLESEX COUNTY | ||||||||||
| 230 OLD BRIDGE TURNPIKE | SOUTHRIVER | NJ | 08880 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $75 | |||
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||||
| 9400 CENTRAL EXPRESSWAY STE 1201 | DALLAS | TX | 75231 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $25 | |||
| LAWYERS COMMITTEE FOR CIVIL RIGHTS UNDER LAW | ||||||||||
| 1401 NEW YORK AVENUE NW SUITE 400 | WASHINGTON | DC | 20005 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $1,000 | |||
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||
| 61 BROADWAY SUITE 400 | NEW YORK | NY | 10006 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $500 | |||
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||
| 61 BROADWAY SUITE 400 | NEW YORK | NY | 10006 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $350 | |||
| LONG ISLAND CARES INC | ||||||||||
| 10 DAVIDS DRIVE | HAUPPAUGE | NY | 11778 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $45 | |||
| LURIE CHILDREN'S HOSPITAL | ||||||||||
| 225 E CHICAGO AVENUE BOX 4 | CHICAGO | IL | 60611 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $500 | |||
| MSKCCCYCLE FOR SURVIVAL | ||||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $500 | |||
| MARCH OF DIMES | ||||||||||
| 975 EASTWIND DRIVE SUITE 150 | WESTERVILLE | OH | 43081 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $550 | |||
| MICHIGAN STATE UNIVERSITY | ||||||||||
| 535 CHESTNUT RD ROOM 300 | EAST LANSING | MI | 48824 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $300 | |||
| MOUNT WASHINGTON OBSERVATORY | ||||||||||
| 2779 WHITE MOUNTAIN HIGHWAY | NORTH CONWAY | NH | 03860 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $625 | |||
| MULTIPLE SCLEROSIS FOUNDATION | ||||||||||
| 6520 N ANDREWS AVENUE FT | LAUDERDALE | FL | 33309 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $50 | |||
| MULTIPLE SCLEROSIS FOUNDATION | ||||||||||
| 6520 N ANDREWS AVENUE FT | LAUDERDALE | FL | 33309 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $50 | |||
| NAMI WALKS | ||||||||||
| 941 WESTWOOD BLVD SUITE 236 | LOS ANGELES | CA | 90024 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $500 | |||
| NATIONAL KIDNEY FOUNDATION | ||||||||||
| 50 EAST 33RD STREET 3RD FLOOR | NEW YORK | NY | 10016 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $100 | |||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||||
| 733 3RD AVENUE 3FLOOR | NEW YORK | NY | 10007 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $75 | |||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||||
| 733 3RD AVENUE 3FLOOR | NEW YORK | NY | 10007 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $100 | |||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||||
| 733 3RD AVENUE 3FLOOR | NEW YORK | NY | 10007 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $30 | |||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||||
| 733 3RD AVENUE 3FLOOR | NEW YORK | NY | 10007 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $125 | |||
| NATIONAL RELIEF CHARITIES | ||||||||||
| 1338 AIRPARK DRIVE | ELKWOOD | VA | 22718 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $50 | |||
| NATIONAL RELIEF CHARITIES | ||||||||||
| 1338 AIRPARK DRIVE | ELKWOOD | VA | 22718 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $50 | |||
| NATIONAL RELIEF CHARITIES | ||||||||||
| 1338 AIRPARK DRIVE | ELKWOOD | VA | 22718 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $100 | |||
| NEW YORK CITY RESCUE MISSION | ||||||||||
| 90 LAFAYETTE STREET | NEW YORK | NY | 10013 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $25 | |||
| NEW YORK CITY CAT COALITION INC | ||||||||||
| PO BOX 243 | PORTCHESTER | NY | 10573 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $175 | |||
| PHILABUNDANCE | ||||||||||
| 3616 SOUTH GALLOWAY STREET | PHILADELPHIA | PA | 19148 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $200 | |||
| PMC JIMMY FUND | ||||||||||
| 79 DRAPER ROAD | WAYLAND | MA | 01778 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $1,000 | |||
| PROJECT HOPE | ||||||||||
| PO BOX 250 | MILLWOOD | VA | 22646 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $50 | |||
| RONALD MCDONALD HOUSE OF NYC | ||||||||||
| 25 MELVILLE PARK ROAD STE 250 | MELVILLE | NY | 11747 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $25 | |||
| RUNNING STRONG FOR AMERICAN INDIAN YOUTH | ||||||||||
| 8301 RICHMOND HIGHWAY STE 900 | ALEXANDRIA | VA | 22309 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $100 | |||
| SALVATION ARMY | ||||||||||
| 4 GARY ROAD | UNION | NY | 07063 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $25 | |||
| SALVATION ARMY -GREATER NY DIVISION | ||||||||||
| 4 GARY ROAD | UNION | NY | 07063 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $25 | |||
| SEMINOLE BOOSTERS INC | ||||||||||
| PO BOX 1393 | TALLAHASSE | FL | 32302 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $600 | |||
| SERVITE HIGH SCHOOL | ||||||||||
| 1952 WEST LA PALMA AVENUE | ANAHEIM | CA | 92801 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $1,500 | |||
| SPECTRUM INC | ||||||||||
| 31 ELWOOD AVENUE | BURLINGTON | VT | 05401 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $3,000 | |||
| STATIN ISLAND UNIVERSITY HOSPITAL | ||||||||||
| ONE PARK AVENUE | NEW YORK | NY | 10016 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $25 | |||
| ST BALDRICK'S FOUNDATION | ||||||||||
| 1333 MAYFLOWER AVENUE 400 | MONORBIA | CA | 91016 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $500 | |||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL FOUNDATION INC | ||||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $50 | |||
| STONY BROOK FOUNDATION | ||||||||||
| 488 ADMINISTRATION BLDG | STONY BROOK | NY | 11794 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $100 | |||
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||
| 61 BROADWAY SUITE 400 | NEW YORK | NY | 10006 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $275 | |||
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||
| 61 BROADWAY SUITE 400 | NEW YORK | NY | 10006 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $680 | |||
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||
| 61 BROADWAY SUITE 400 | NEW YORK | NY | 10006 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $200 | |||
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||
| 61 BROADWAY SUITE 400 | NEW YORK | NY | 10006 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $35 | |||
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||
| 61 BROADWAY SUITE 400 | NEW YORK | NY | 10006 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $250 | |||
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||
| 61 BROADWAY SUITE 400 | NEW YORK | NY | 10006 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $100 | |||
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||
| 61 BROADWAY SUITE 400 | NEW YORK | NY | 10006 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $650 | |||
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||
| 61 BROADWAY SUITE 400 | NEW YORK | NY | 10006 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $75 | |||
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||
| 61 BROADWAY SUITE 400 | NEW YORK | NY | 10006 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $85 | |||
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||
| 61 BROADWAY SUITE 400 | NEW YORK | NY | 10006 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $100 | |||
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||
| 61 BROADWAY SUITE 400 | NEW YORK | NY | 10006 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $150 | |||
| THE VALERIE FUND | ||||||||||
| 1011 1ST AVE SUITE 1400 | NEW YORK | NY | 10022 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $25 | |||
| THE VALERIE FUND | ||||||||||
| 1011 1ST AVE SUITE 1400 | NEW YORK | NY | 10022 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $50 | |||
| THE VALERIE FUND | ||||||||||
| 1011 1ST AVE SUITE 1400 | NEW YORK | NY | 10022 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $25 | |||
| UJA FEDERATION OF NEW YORK | ||||||||||
| 130 EAST 59 STREET SUITE 9298 | NEW YORK | NY | 10022 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $5,000 | |||
| UJA FEDERATION OF NEW YORK - LONG ISLAND | ||||||||||
| 6900 JERICHO TURNPIKE STE 302 | SYOSSET | NY | 11791 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $1,360 | |||
| UNITED FRIENDS OF THE CHILDREN | ||||||||||
| 1095 WILLSHIRE BLVD STE 1955 | LOS ANGELES | CA | 90017 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $1,000 | |||
| US HOLOCAUST MEMORIAL MUSEUM | ||||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGRON | DC | 20024 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $25 | |||
| VIEWPOINT SCHOOL | ||||||||||
| 23620 MULHOLLAND HIGHWAY | CABASAS | CA | 91302 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $600 | |||
| WESTMARK SCHOOL | ||||||||||
| 5461 LOUISE AVENUE | ENCINO | CA | 91316 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $1,000 | |||
| WESTMARK SCHOOL | ||||||||||
| 5461 LOUISE AVENUE | ENCINO | CA | 91316 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $17,000 | |||
| WESTMARK SCHOOL | ||||||||||
| 5461 LOUISE AVENUE | ENCINO | CA | 91316 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $786 | |||
| ST MARY'S SCHOOL | ||||||||||
| 380 MAPLE STREET | SAULT STE MARIE | MI | 49783 | NONE | PUBLICLY SUPPORTED | CHARITABLE GRANT | $900 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,480 | 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 | $71,173 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$22,680 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF PRIOR YEAR INVESTMENT FEES | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,100 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $51,593 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,593 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PUBLIC SERVICE MUTUAL INSURANCE COM | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARK AVENUE SOUTH | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $40,631 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,700 | Amt |
| Net Investment Income | $850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $850 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T | $169,747 | $169,747 |
| CITIGROUP INC | $267,346 | $267,346 |
| FHLMC | $6,447 | $6,447 |
| GEORGE WASHINGTON UNIVERSITY | $269,054 | $269,054 |
| WELLS FARGO | $0 | $0 |
| FOUR TIMES SQUARE (FTST) | $200,016 | $200,016 |
| CELGENE TECHNOLOGY | $99,778 | $99,778 |
| SINOCEANIC II AS | $0 | $0 |
| SYMANTEC TECHNOLOGY | $103,757 | $103,757 |
| ASSET BACK FDG CORP. | $0 | $0 |
| HENDERSON NEVADE | $98,204 | $98,204 |
| SAN BRUNO CA PENSION OBLIGATION | $96,275 | $96,275 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 300 NORTH CAPITAL GLOBAL MACRO FUND | FMV | $0 | $0 |
| BERKSHIRE HATHAWAY | FMV | $137,664 | $137,664 |
| VENTAS REALTY LP/CAP CRP | FMV | $124,406 | $124,406 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $20 | $0 | $20 |
| CREDIT CARD FEES | $95 | $0 | $95 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF PRIOR YEAR INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $3,100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,100 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $1,623 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODY FEES | $448 | $448 | $0 |
| INVESTMENT AND MGMT FEES | $1,965 | $1,965 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $858 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $858 | DisbursementsCharitablePrpsAmt |
Comments