THE@B WASSERMAN FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE@B WASSERMAN FAMILY FOUNDATION (EIN 11-3641752)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-11
- IRS object ID
- 201541319349101864
- 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 Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T14:15:13-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113258497 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANOVER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 QUENTIN ROOSEVELT BLVD | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | 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 | 113641752 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE B WASSERMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JANOVER LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BWAS | BusinessNameControlTxt |
| Phone | 5165426300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 QUENTIN ROOSEVELT BLVD NO 516 | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN WASSERMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5165426300 | PhoneNum |
| Signature | 2015-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK K GOODMAN | PreparerPersonNm |
| PTIN | P00046220 | PTIN |
| Phone | 5165426300 | PhoneNum |
| Preparation | 2015-05-08 | PreparationDt |
| 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 | $56,227 | 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 | $745 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $745 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,587 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $58,558 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,587 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,332 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,332 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $37 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $374 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $249 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $411 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $249 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,061 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $249 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,729 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,083 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,602 | CashBOYAmt |
| Cash EOY | $24,084 | CashEOYAmt |
| Cash EOYFMV | $24,084 | CashEOYFMVAmt |
| Corporate Stock BOY | $97,772 | CorporateStockBOYAmt |
| Corporate Stock EOY | $75,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,143 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $100,374 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,084 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $56,227 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $100,374 | RetainedEarningBOYAmt |
| Retained Earning EOY | $99,084 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $100,374 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $99,084 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $100,374 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $99,084 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $100,374 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,729 | ExcessRevenueOverExpensesAmt |
| Other Increases | $21,439 | OtherIncreasesAmt |
| Subtotal | $99,084 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $99,084 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| WELLS FARGO #6945 - SEE ATTACHED | P | 2014-12-31 | $11,164 | $11,169 | -$5 | -$5 |
| WELLS FARGO #6945 - SEE ATTACHED | P | 2014-12-31 | $17,142 | $16,480 | $662 | $662 |
| WELLS FARGO #6945 - SEE ATTACHED | P | 2014-12-31 | $30,252 | $25,322 | $4,930 | $4,930 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,587 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,563 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $60,427 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.174806 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,830 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $57,690 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049055 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,148 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $58,638 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.138954 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,792 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $72,553 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.231445 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,531 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $71,633 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.105133 | DistributionYr5Rt |
| Total Distribution | 0.699393 | TotalDistributionRt |
| Average Distribution | 0.139879 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $80,477 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,257 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $61 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,318 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $28,650 | 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 | $61 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $61 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $61 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $61 | 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 | 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 |
| Individual With Books | JANOVER LLC | IndividualWithBooksNm |
| Phone | 5165426300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 QUENTIN ROOSEVELT BLVD | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | 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 (3 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 WASSERMAN | ||||||||
| 14 WILSHIRE DRIVE | SYOSSET | NY | 11791 | DIRECTOR AND PRESIDENT | 0.00 | $0 | $0 | $0 |
| ANDREA WASSERMAN | ||||||||
| 14 WILSHIRE DRIVE | SYOSSET | NY | 11791 | DIRECTOR AND SECRETARY | 0.00 | $0 | $0 | $0 |
| MICHAEL P GOODMAN | ||||||||
| 100 QUENTIN ROOSEVELT BLVD | GARDEN CITY | NY | 11530 | DIRECTOR AND TREASURER | 0.00 | $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 | $74,545 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,158 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $81,703 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $81,703 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,226 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $80,477 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,024 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,024 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $61 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $61 | TotalTaxAmt |
| Distributable Before Adj | $3,963 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,963 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,963 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $28,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $61 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $28,589 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,963 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,397 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,250 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,294 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,616 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $27,577 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,963 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,687 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $52,264 | 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 | $1,397 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $50,867 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,250 | ExcessFromYear4Amt |
| Excess From Year3 | $5,294 | ExcessFromYear3Amt |
| Excess From Year2 | $20 | ExcessFromYear2Amt |
| Excess From Year1 | $7,616 | ExcessFromYear1Amt |
| Excess From Current Year | $24,687 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHILDRENS MEDICAL FUND OF NEW YORK | ||||||
| 300 ROBBINS LANE | SYOSSET | NY | 11791 | GENERAL FUND | CHARITABLE | $5,000 |
| NASSAU COUNTY POLICE DEPARTMENT FOUNDATION | ||||||
| 734 FRANKLIN AVENUE 189 | GARDEN CITY | NY | 11530 | GENERAL FUND | CHARITABLE | $10,000 |
| NASSAU COUNTY POLICE RESERVE ASSOCIATION SCHOLARSHIP FUND INC | ||||||
| 398 WILLIS AVENUE | MINEOLA | NY | 11501 | GENERAL FUND | CHARITABLE | $1,850 |
| ASCENT FUNDING ORGANIZATION INC | ||||||
| 819 GRAND BLVD | DEER PARK | NY | 11729 | GENERAL FUND | CHARITABLE | $1,000 |
| SYOSSET VOLUNTEER FIRE DEPT | ||||||
| 50 COLD SPRING RD | SYOSSET | NY | 11791 | GENERAL FUND | CHARITABLE | $50 |
| CURE DYSTONIA NOW INC | ||||||
| PO BOX 9040 | FARMINGDALE | NY | 11735 | GENERAL FUND | CHARITABLE | $250 |
| CENTURION FOUNDATION | ||||||
| 85 W HAWTHORNE AVENUE | VALLEY STREAM | NY | 11588 | GENERAL FUND | CHARITABLE | $10,000 |
| THE SAFE CENTER LI | ||||||
| 15 GRUMMAN ROAD W SUITE 1000 | BETHPAGE | NY | 11714 | GENERAL FUND | CHARITABLE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,650 | 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 | $745 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,587 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,332 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,332 | 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 (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO TOTAL RETURN INSTL | $0 | $0 |
| ALGER FDS SMICAP GROWTH FD | $0 | $0 |
| EUROPACIFIC GROWTH FD | $0 | $0 |
| JOHN HANCOCK FDS III GLOBAL SHAREHOLDER YLD | $0 | $0 |
| JPMORGAN CORE BOND FD SELECT | $0 | $0 |
| MAINSTAY HIGH YIELD CORP BOND FD | $0 | $0 |
| MANAGERS FUNDS BOND FD | $0 | $0 |
| METROPOLITAN FUNDS WEST TOT/RET BOND | $0 | $0 |
| T ROWE PRICE BLUE CHIP GROWTH FD | $0 | $0 |
| AMERICAN CENTY INVT TR DIVERSIFIED BD FD INSTL | $0 | $0 |
| BLACKROCK FDS TOTAL RETURN CL INSTIT | $0 | $0 |
| CRM SMALL/MID CAP VALUE FUND INV CLASS | $0 | $0 |
| NUVEEN INVT FDS INC REAL ESTATE SECS FUND | $0 | $0 |
| PIMCO FDS PAC INVT DIVERSIFIED INC FD INSTL | $0 | $0 |
| GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL | $0 | $0 |
| PIMCO FDS PAC INVT MGMT SER-COMMODITY REAL RETURN STRAT FD INSTL | $0 | $0 |
| MFS SER TR | $0 | $0 |
| FIDELITY ADV EMERG MKTS | $0 | $0 |
| OPPENHEIMER SENIOR FLOATING RATE | $0 | $0 |
| WELLS FARGO TR ADVANTAGE SHORT DURATION GOVT BD FD | $0 | $0 |
| GOLDMAN SACHS TRUST STRATEGIC INCOME FD | $0 | $0 |
| SG BLOCKS, INC. | $75,000 | $32,143 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEE | $125 | $0 | $0 | $0 |
| INVESTMENT FEES | $249 | $249 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON CONTRIBUTED SECURITIES | Desc |
| Amt | $21,439 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $37 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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