BARBASH FAMILY FUND INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BARBASH FAMILY FUND INC (EIN 11-3184479)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-11
- IRS object ID
- 201541319349101479
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T12:59:38-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 BAYLIS ROAD | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117473823 | 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 | 113184479 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBASH FAMILY FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARB | BusinessNameControlTxt |
| Phone | 6316693236 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 WEST MAIN STREET | AddressLine1Txt |
| City | BABYLON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11702 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN BARBASH | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 6316693236 | PhoneNum |
| Signature | 2015-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY MULCAHY CPA PARTNER | PreparerPersonNm |
| PTIN | P00027747 | PTIN |
| Phone | 6317527400 | 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 | $1,301,353 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,168 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,168 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,111 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,687 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,096 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $184,072 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,096 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,375 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,951 | 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 | $27 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,336 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $961 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,363 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $961 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $585,639 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $585,639 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $587,002 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $961 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $585,639 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$580,627 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,990 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,881,980 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,301,353 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,301,353 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $1,881,980 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,301,353 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,301,353 | 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 | $1,881,980 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,301,353 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,881,980 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,301,353 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,881,980 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,301,353 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,881,980 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$580,627 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,301,353 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,301,353 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 300 SH ALPS ETF TR AMERIAN MLP | P | 2013-01-11 | 2014-01-03 | $5,262 | $5,016 | $246 | $246 |
| 900 SH DFA SHORT-TERM MUNI BOND PORT | P | 2014-02-25 | 2014-06-19 | $9,180 | $9,216 | -$36 | -$36 |
| 496 SH OAKMARK INTL EQUITY | P | 2014-02-18 | 2014-12-23 | $11,751 | $13,155 | -$1,404 | -$1,404 |
| 200 SH ISHARES SELECT DIVIDEND ETF FUND | P | 2013-01-31 | 2014-01-06 | $14,063 | $12,038 | $2,025 | $2,025 |
| 1202 SH MATTHEWS INTL FDS ASIA DIV INSTL | P | 2013-03-21 | 2014-02-25 | $18,271 | $18,407 | -$136 | -$136 |
| 1170 SH SALIENT MF TR MLP & ENERGYINFRASTRUCTURE FD | P | 2014-06-19 | 2014-12-23 | $15,381 | $17,516 | -$2,135 | -$2,135 |
| 1000 SH VANGUARD SHORT TERM CORP | P | 2013-01-10 | 2014-01-06 | $10,710 | $10,830 | -$120 | -$120 |
| 800 SH ALPS ETF TR ALERIAN MLP | P | 2012-12-26 | 2014-06-19 | $14,776 | $12,492 | $2,284 | $2,284 |
| 404 SH MATTHEWS INTL FDS ASIA DIV INSTL | P | 2013-03-21 | 2014-12-01 | $6,256 | $6,164 | $92 | $92 |
| 4824 SH RIDGEWORTH FLOATING RATE INCOME FD | P | 2013-10-10 | 2014-12-01 | $43,383 | $43,576 | -$193 | -$193 |
| 200SH VANGUARD DIVIDEND APPRECIATION ETF | P | 2012-12-13 | 2014-01-06 | $14,920 | $11,974 | $2,946 | $2,946 |
| 400SH WISDOMTREE EMERGING MKTS EQUITY INCOME FUND | P | 2012-12-31 | 2014-01-03 | $19,656 | $22,592 | -$2,936 | -$2,936 |
| CAPITAL GAINS DIVIDENDS | P | $463 | $463 | $463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,096 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $215,090 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,531,848 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.140412 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $254,757 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,110,184 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.229473 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $230,900 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,498,834 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.154053 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $293,983 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,757,529 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.167271 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $385,089 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,043,649 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.188432 | DistributionYr5Rt |
| Total Distribution | 0.879641 | TotalDistributionRt |
| Average Distribution | 0.175928 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,567,791 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $275,818 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $50 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $275,868 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $585,639 | 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 | $50 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $50 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $50 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,349 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,349 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,299 | OverpaymentAmt |
| Applied To ES Tax | $2,299 | 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 | SUSAN BARBASH | IndividualWithBooksNm |
| Phone | 6316693236 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 WEST MAIN STREET | AddressLine1Txt |
| City | BABYLON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11702 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| LILLIAN BARBASH | ||||||||
| 30 BAYWAY AVE | BRIGHTWATERS | NY | 11718 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| SUSAN BARBASH | ||||||||
| 52 LAWRENCE LANE | BAY SHORE | NY | 11706 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| CATHY BARBASH | ||||||||
| 269 GOLF VIEW ROAD | ARDMORE | PA | 19003 | SECRETARY | 0.00 | $0 | $0 | $0 |
| SHEPARD BABRASH | ||||||||
| 109 SEQUAMS LANE EAST | WEST ISLIP | NY | 11795 | 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 | $508,083 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,083,583 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,591,666 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,591,666 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,875 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,567,791 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,390 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,390 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $50 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $50 | TotalTaxAmt |
| Distributable Before Adj | $78,340 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $78,340 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $78,340 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $585,639 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $585,639 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $50 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $585,589 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $78,340 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $282,912 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $206,108 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $155,962 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $199,292 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $138,630 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $982,904 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $585,639 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $78,340 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $507,299 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,490,203 | 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 | $282,912 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,207,291 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $206,108 | ExcessFromYear4Amt |
| Excess From Year3 | $155,962 | ExcessFromYear3Amt |
| Excess From Year2 | $199,292 | ExcessFromYear2Amt |
| Excess From Year1 | $138,630 | ExcessFromYear1Amt |
| Excess From Current Year | $507,299 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LILLIAN BARBASH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (101 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10041 | NONE | PUBLIC | GENERAL PURPOSE | $1,500 | |
| ADA EDUCATION FUND | ||||||||
| 1625 K STREET NW SUITE 102 | WASHINGTON | DC | 20006 | NONE | PUBLIC | GENERAL PURPOSE | $500 | |
| ALLIANCE FOR GLOBAL JUSTICE | ||||||||
| 1247 E ST SE | WASHINGTON | DC | 20003 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| AMERICAN DIABETES FOUNDATION | ||||||||
| 1701 NORTH BEAUREGARD STREET | ALEXANDRIA | VA | 22311 | NONE | PUBLIC | GENERAL PURPOSE | $200 | |
| AMERICAN JEWISH HISTORICAL SOCIETY | ||||||||
| 15 W 16TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| AMFAR | ||||||||
| 120 WALL STREET 13TH FLOOR | NEW YORK | NY | 10005 | NONE | PUBLIC | GENERAL PURPOSE | $300 | |
| AMNESTY INTERNATIONAL | ||||||||
| 5 PENN PLAZA | NEW YORK | NY | 10001 | NONE | PUBLIC | GENERAL PURPOSE | $300 | |
| AMOR ARTIS | ||||||||
| PO BOX 97 | NEW YORK | NY | 10024 | NONE | PUBLIC | GENERAL PURPOSE | $21,000 | |
| AMREF | ||||||||
| 4 WEST 43RD STREET 2ND FLOOR | NEW YORK | NY | 10036 | NONE | PUBLIC | GENERAL PURPOSE | $300 | |
| BAY SHORE HS ALUM | ||||||||
| PO BOX 464 | BAYSHORE | NY | 11706 | NONE | PUBLIC | GENERAL PURPOSE | $200 | |
| BROOKLYN ACADEMY OF MUSIC | ||||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 | |
| BAY SHORE FIRE DEPT | ||||||||
| 195 5TH AVENUE | BAY SHORE | NY | 11706 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| BAY SHORE-BRIGHTWATERS RESCUE AMBULANCE | ||||||||
| 911 ALETTA PLACE | BAY SHORE | NY | 11706 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| BSSAEF | ||||||||
| PO BOX 699 | BABYLON | NY | 11702 | NONE | PUBLIC | GENERAL PURPOSE | $25,000 | |
| CARNEGIE HALL SOCIETY | ||||||||
| 881 SEVENTH AVE | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL PURPOSE | $7,500 | |
| CCNY | ||||||||
| 160 CONVENT AVENUE | NEW YORK | NY | 10031 | NONE | PUBLIC | GENERAL PURPOSE | $15,000 | |
| CENTER FOR REPRO RIGHTS | ||||||||
| 501 CAPITOL COURT NE | WASHINGTON | DC | 20002 | NONE | PUBLIC | GENERAL PURPOSE | $150 | |
| GOOD SHEPHERD HOSPICE | ||||||||
| 110 BI-COUNTY BLVD STE 114 | FARMINGDALE | NY | 11735 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| CENTER FOR JEWISH HISTORY | ||||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC | GENERAL PURPOSE | $150 | |
| CITIZEN SOLDIER | ||||||||
| PO BOX 12687 | COLORADO SPRINGS | CO | 80902 | NONE | PUBLIC | GENERAL PURPOSE | $250 | |
| DOCTORS WITHOUT BORDERS USA INC | ||||||||
| 333 SEVENTH AVE | NEW YORK | NY | 10001 | NONE | PUBLIC | GENERAL PURPOSE | $300 | |
| CHILDREN'S AID SOCIETY | ||||||||
| 105 EAST 22ND STREET | NEW YORK | NY | 10010 | NONE | PUBLIC | GENERAL PURPOSE | $250 | |
| DRUG POLICY ALLIANCE | ||||||||
| 70 W 36TH ST RM 1600 | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL PURPOSE | $300 | |
| AMERICANS FOR PEACE NOW | ||||||||
| 2100 M STREET NW SUITE 619 | WASHINGTON | DC | 20037 | NONE | PUBLIC | GENERAL PURPOSE | $180 | |
| ELEVATOR REPAIR SERVICE | ||||||||
| 265 WEST MAIN STREET | BABYLON | NY | 11702 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| FAIR HARBOR FIRE DEPT | ||||||||
| 645 RIVER ROAD | FAIR HAVEN | NJ | 07704 | NONE | PUBLIC | GENERAL PURPOSE | $1,250 | |
| FAMILY SERVICE LEAGUE | ||||||||
| 1444 FIFTH AVE | BAY SHORE | NY | 11706 | NONE | PUBLIC | GENERAL PURPOSE | $500 | |
| FCNL EDUCATION FUND | ||||||||
| 245 2MD STREET NE | WASHINGTON | DC | 20002 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| FIRST BAPTIST CHURCH OF BAYSHORE | ||||||||
| 175 SECOND AVENUE | BAYSHORE | NY | 11706 | NONE | PUBLIC | GENERAL PURPOSE | $240 | |
| FILM FORUM | ||||||||
| 209 W HOUSTON ST | NEW YORK | NY | 10014 | NONE | PUBLIC | GENERAL PURPOSE | $250 | |
| FIRE | ||||||||
| 170 S INDEPENDENCE MALL W STE 510 | PHILADELPHIA | PA | 19106 | NONE | PUBLIC | GENERAL PURPOSE | $500 | |
| FIRE ISLAND SYNAGOGUE | ||||||||
| PO BOX 43 | OCEAN BEACH | NY | 11770 | NONE | PUBLIC | GENERAL PURPOSE | $500 | |
| IRAQ VETS AGAINST THE WAR | ||||||||
| PO BOX 3565 | NEW YORK | NY | 10008 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| HAMILTON FOUNDATION | ||||||||
| PO BOX 3002 | LOS ANGELES | CA | 90078 | NONE | PUBLIC | GENERAL PURPOSE | $150 | |
| FRIENDS OF THS BSBW LIBRARY | ||||||||
| 1 SOUTH COUNTRY RD | BRIGHTWATERS | NY | 11718 | NONE | PUBLIC | GENERAL PURPOSE | $750 | |
| GALAPAGOS CONSERVANCY | ||||||||
| 11150 FAIRFAX BOULEVARD | FAIRFAX | VA | 22030 | NONE | PUBLIC | GENERAL PURPOSE | $2,000 | |
| GEORGE LONDON FOUNDATION | ||||||||
| 460 WEST 49TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL PURPOSE | $2,500 | |
| GLIMMERGLASS OPERA | ||||||||
| 18 CHESTNUT STREET | COOPERSTOWN | NY | 13326 | NONE | PUBLIC | GENERAL PURPOSE | $2,500 | |
| GMHC | ||||||||
| 119 WEST 24TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC | GENERAL PURPOSE | $300 | |
| GREAT SOUTH BAY YMCA | ||||||||
| 200 W MAIN ST | BAY SHORE | NY | 11706 | NONE | PUBLIC | GENERAL PURPOSE | $17,575 | |
| GULL ISLAND PROJECT | ||||||||
| CENTRAL PARK WEST 79 STREET | NEW YORK | NY | 10024 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| HAVERFORD RESIDENCY CAMPAIGN | ||||||||
| 265 WEST MAIN STREET | BABYLON | NY | 11702 | NONE | PUBLIC | GENERAL PURPOSE | $5,000 | |
| HARVARD COLLEGE | ||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | GENERAL PURPOSE | $2,500 | |
| HUMAN RIGHTS WATCH | ||||||||
| 350 5TH AVE STE 4515 | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL PURPOSE | $200 | |
| HUNTER COLLEGE FOUNDATION | ||||||||
| 695 PARK AVENUE E1313 | NEW YORK | NY | 10065 | NONE | PUBLIC | GENERAL PURPOSE | $250 | |
| IPPFWTTR | ||||||||
| 125 MAIDEN LN 9TH FLOOR | NEW YORK | NY | 10038 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| IPPNW | ||||||||
| 66-70 UNION SQUARE 204 | SOMMERVILLE | MA | 02143 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| ISLIP ARTS COUNCIL | ||||||||
| 50 IRISH LN | EAST ISLIP | NY | 11730 | NONE | PUBLIC | GENERAL PURPOSE | $3,500 | |
| JEWISH CENTRE OF BAY SHORE | ||||||||
| 26 NORTH CLINTON AVE | BAY SHORE | NY | 11706 | NONE | PUBLIC | GENERAL PURPOSE | $6,500 | |
| GLO ATL INC | ||||||||
| 4801 COURTHOUSE STREET SUITE 220 | WILLIAMSBURG | VA | 23188 | NONE | PUBLIC | GENERAL PURPOSE | $500 | |
| NIFDI | ||||||||
| PO BOX 11248 | EUGENE | OR | 97440 | NONE | PUBLIC | GENERAL PURPOSE | $3,000 | |
| NY PUBLIC LIBRARY | ||||||||
| 445 FIFTH AVENUE 4TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC | GENERAL PURPOSE | $2,500 | |
| LAMBADA LEGAL | ||||||||
| 120 WALL STREET SUITE 1500 | NEW YORK | NY | 10010 | NONE | PUBLIC | GENERAL PURPOSE | $200 | |
| THE MARCH OF DIMES | ||||||||
| 1275 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| LI CRISIS CENTER | ||||||||
| 2740 MARTIN AVE 2 | BELLMORE | NY | 11710 | NONE | PUBLIC | GENERAL PURPOSE | $750 | |
| UNCSA FOUNDATION | ||||||||
| 1533 SOUTH MAIN STREET | WINSTONSALEM | NC | 27127 | NONE | PUBLIC | GENERAL PURPOSE | $2,000 | |
| LINCOLN CENTER THEATRE | ||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL PURPOSE | $7,624 | |
| LIVING MUSEUMS IN THE SEA | ||||||||
| 265 WEST MAIN STREET | BABYLON | NY | 11702 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 | |
| THE METROPOLITAN OPERA | ||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL PURPOSE | $24,755 | |
| RMI | ||||||||
| 2317 SNOWMASS CREEK ROAD | SNOWMASS | CO | 81654 | NONE | PUBLIC | GENERAL PURPOSE | $2,000 | |
| MANHATTAN THEATRE CLUB | ||||||||
| 311 WEST 43RD STREET | NEW YORK | NY | 10038 | NONE | PUBLIC | GENERAL PURPOSE | $1,770 | |
| NAACP | ||||||||
| 4805 MTHOPE DR | BALTIMORE | MD | 21215 | NONE | PUBLIC | GENERAL PURPOSE | $400 | |
| THIRTEEN | ||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL PURPOSE | $250 | |
| NATIONAL YIDDISH BOOK CENTER | ||||||||
| 1021 WEST ST | AMHERST | MA | 01002 | NONE | PUBLIC | GENERAL PURPOSE | $180 | |
| NNAF | ||||||||
| 42 SEAVERNS AVENUE | BOSTON | MA | 02130 | NONE | PUBLIC | GENERAL PURPOSE | $1,500 | |
| NRDC | ||||||||
| 40 WEST 20TH STEET | NEW YORK | NY | 10011 | NONE | PUBLIC | GENERAL PURPOSE | $150 | |
| NY CITY CENTER | ||||||||
| 130 W 56TH ST | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL PURPOSE | $4,640 | |
| NY PHILHARMONIC | ||||||||
| 10 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL PURPOSE | $5,000 | |
| NY PUBLIC RADIO | ||||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | PUBLIC | GENERAL PURPOSE | $2,250 | |
| NYC BALLET | ||||||||
| DAVID H KOCH THEATER-20 LINCOLN | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL PURPOSE | $8,250 | CENTER |
| ARIZONA EARLY MUSCI SOCIETY | ||||||||
| 1070 W POSSUM CREEK LN | TUCSON | AZ | 85737 | NONE | PUBLIC | GENERAL PURPOSE | $500 | |
| PBMC FOUNDATION | ||||||||
| 1300 ROANOKE AVENUE | RIVERHEAD | NY | 11901 | NONE | PUBLIC | GENERAL PURPOSE | $500 | |
| TEMPLE U-ALAN ABEL FUND | ||||||||
| 1330 POLETT WALK | PHILADELPHIA | PA | 19122 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| WEST VILLAGE CHORALE | ||||||||
| 239 THOMPSON STREET | NEW YORK | NY | 10012 | NONE | PUBLIC | GENERAL PURPOSE | $300 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 434 WEST 33RD ST | NEW YORK | NY | 10001 | NONE | PUBLIC | GENERAL PURPOSE | $2,000 | |
| PLANNED PARENTHOOD HUDSON | ||||||||
| 190 FAIRVIEW AVENUE | HUDSON | NY | 12534 | NONE | PUBLIC | GENERAL PURPOSE | $250 | |
| RARE BOOK SCHOOL | ||||||||
| PO BOX 400103 | CHARLOTTESVILLE | VA | 22904 | NONE | PUBLIC | GENERAL PURPOSE | $2,000 | |
| SCA | ||||||||
| PO BOX 360789 | MILPITAS | CA | 95036 | NONE | PUBLIC | GENERAL PURPOSE | $350 | |
| SCHOOL OF AMERICAN BALLET | ||||||||
| 70 LINCOLN CENTER PLAZA FRNT 5 | NEW YORK | NY | 10011 | NONE | PUBLIC | GENERAL PURPOSE | $225 | |
| SIGNATURE THEATRE COMPANY | ||||||||
| 480 WEST 42ND ST | NEW YORK | NY | 10036 | NONE | PUBLIC | GENERAL PURPOSE | $5,500 | |
| SOHO REPERTORY THEATRE | ||||||||
| 46 WALKER STREET | NEW YORK | NY | 10013 | NONE | PUBLIC | GENERAL PURPOSE | $2,500 | |
| SOUTHSIDE HOSPITAL | ||||||||
| 301 E MAIN STREET | BAY SHORE | NY | 11706 | NONE | PUBLIC | GENERAL PURPOSE | $2,500 | |
| SPLC | ||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| THE ALS FOUNDATION | ||||||||
| 1275 K ST NW 1050 | WASHINGTON | DC | 20005 | NONE | PUBLIC | GENERAL PURPOSE | $2,000 | |
| THE FRESH AIR FUND | ||||||||
| 633 3RD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL PURPOSE | $250 | |
| THE INN | ||||||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | NONE | PUBLIC | GENERAL PURPOSE | $16,500 | |
| THE METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | NONE | PUBLIC | GENERAL PURPOSE | $466 | |
| TAOS SCHOOL OF MUSIC | ||||||||
| PO BOX 2630 | TAOS | NM | 87571 | NONE | PUBLIC | GENERAL PURPOSE | $300 | |
| THE PROGRESSIVE | ||||||||
| 409 E MAIN ST | MADISON | WI | 53703 | NONE | PUBLIC | GENERAL PURPOSE | $200 | |
| THE ROUNDABOUT THEATRE COMPANY | ||||||||
| 231 W 39TH STREET 1200 | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL PURPOSE | $2,404 | |
| UNION OF CONCERNED SCIENTISTS | ||||||||
| TWO BRATTLE SQ | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| UNIV OF ARIZONA FOUNDATION | ||||||||
| 1111 N CHERRY AVENUE | TUCSON | AZ | 85719 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 | |
| US HOLOCUST MEMORIAL MUSEUM | ||||||||
| 100 15TH ST SW | WASHINGTON | DC | 20024 | NONE | PUBLIC | GENERAL PURPOSE | $150 | |
| VAIL JAZZ FOUNDATION | ||||||||
| 953 S FRONTAGE RD W 222 | VAIL | CO | 81657 | NONE | PUBLIC | GENERAL PURPOSE | $3,000 | |
| YIVO INSTITUTE OF JEWISH RESEARCH | ||||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC | GENERAL PURPOSE | $180 | |
| QUIXOTE CENTER | ||||||||
| 7307 BALTIMORE AVE STE 214 | COLLEGE PARK | MD | 20740 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| VITAL COMMUNITY CONNECTION | ||||||||
| 155 N WACKER DR | CHICAGO | IL | 60606 | NONE | PUBLIC | GENERAL PURPOSE | $200 | |
| THE VERA INSTITUTE OF JUSTICE | ||||||||
| 233 BROADWAY 12TH FLOOR | NEW YORK | NY | 10279 | NONE | PUBLIC | GENERAL PURPOSE | $500 | |
| NORTH SHORE - LONG ISLAND JEWISH HEALTH SYSTEM FOUNDATION | ||||||||
| 125 COMMUNITY DRIVE | GREAT NECK | NY | 11021 | NONE | PUBLIC | THE HARTMAN/BARBASH FAMILY ENDOWED CHAIR IN CARDIOVASCULAR AND THORACIC SURGERY | $350,000 | |
| MISCELLANEOUS ORGANIZATIONS CO BARBASH FAMILY FUND INC | ||||||||
| 265 WEST MAIN STREET | BABYLON | NY | 11702 | NONE | PUBLIC | GENERAL PURPOSE | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $585,639 | 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 | $1,168 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,111 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,096 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,375 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,375 | 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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $125 | $0 | $0 |
| NYS FILING FEE | $250 | $0 | $0 |
| INVESTMENT MANAGEMENT FEE | $961 | $961 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $27 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments