MAJOR FAMILY TRUST: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MAJOR FAMILY TRUST (EIN 13-7221394)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-11-11
- IRS object ID
- 201543159349100024
- 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
- Schedule B
- Depreciation Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-11T10:03:58-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORFMAN MIZRACH & THALER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 ROUTE ONE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137221394 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAJOR FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARTIN MAJOR | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARTIN MAJOR | InCareOfNm |
| Business Name Control | MAJO | BusinessNameControlTxt |
| Phone | 9149231120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 CHESTNUT HILL LN | AddressLine1Txt |
| City | BRIARCLIFF MANOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN MAJOR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7324041860 | PhoneNum |
| Signature | 2015-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID DORFMAN | PreparerPersonNm |
| PTIN | P01350299 | PTIN |
| Phone | 7324041860 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $765,498 | 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 | $638,452 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $17,242 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,242 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $17,242 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $206,719 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $736,463 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $206,719 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $862,413 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $223,961 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $17,242 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $400 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,084 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,084 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,084 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $2,671 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,671 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $2,671 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,155 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,155 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5,155 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $66,180 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $66,180 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $71,335 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,155 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5,155 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,180 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $791,078 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $218,806 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,087 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $11,311 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,710 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,710 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $177,094 | CorporateStockBOYAmt |
| Corporate Stock EOY | $765,989 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $761,788 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $188,405 | TotalAssetsBOYAmt |
| Total Assets EOY | $769,699 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $765,498 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $188,405 | UnrestrictedBOYAmt |
| Unrestricted EOY | $769,699 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $188,405 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $769,699 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $188,405 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $769,699 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $188,405 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $791,078 | ExcessRevenueOverExpensesAmt |
| Subtotal | $979,483 | SubtotalAmt |
| Other Decreases | $209,784 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $769,699 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| 1300 SH AUTOMATIC DATA | 2014-11-18 | $111,011 | $67,270 | $43,741 | $43,741 | |
| 1046 SH JOHNSON & JOHNSON | 2014-11-18 | $113,956 | $81,067 | $32,889 | $32,889 | |
| 1213 SH NORTHROP GRUMMAN | 2014-11-18 | $166,836 | $115,724 | $51,112 | $51,112 | |
| 1926 SH PAYCHEX INC | 2014-11-18 | $91,408 | $63,635 | $27,773 | $27,773 | |
| 2877 SH WILLIAMS COS | 2014-11-18 | $153,532 | $100,972 | $52,560 | $52,560 | |
| 12053.571 SH LORD ABBETT | 2014-12-03 | $54,000 | $54,964 | -$964 | -$964 | |
| 10112.36 SH LORD ABBETT | 2015-01-06 | $45,000 | $46,112 | -$1,112 | -$1,112 | |
| CAPITAL GAIN DIVIDENDS | $720 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $206,719 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $67,663 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.0 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $83,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $70,051 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.184851 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $20,900 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $121,452 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.172084 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $139,642 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.114579 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $121,008 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049583 | DistributionYr5Rt |
| Total Distribution | 1.521097 | TotalDistributionRt |
| Average Distribution | 0.304219 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $575,693 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $175,137 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,188 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $177,325 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $66,180 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,376 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,376 | SubtotalAmt |
| Tax Based On Investment Income | $4,376 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,032 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,032 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,344 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN MAJOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9149231120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 CHESTNUT HILL LN | AddressLine1Txt |
| City | BRIARCLIFF MANOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARTIN MAJOR | ||||||
| 25 CHESTNUT HILL LANE | BRIARCLIFF | NY | 10510 | PRESIDENT | 0 | $0 |
| SHEILA MAJOR | ||||||
| 25 CHESTNUT HILL LANE | BRIARCLIFF MANOR | NY | 10510 | VICE PRESIDENT | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $523,463 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,997 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $584,460 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $584,460 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,767 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $575,693 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,785 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,785 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,376 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,376 | TotalTaxAmt |
| Distributable Before Adj | $24,409 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $24,409 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $24,409 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,180 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $66,180 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $66,180 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,409 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $9,018 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,827 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $79,497 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $103,342 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,180 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $24,409 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $41,771 | RemainingDistriFromCorpusAmt |
| Total Corpus | $145,113 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $145,113 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,018 | ExcessFromYear4Amt |
| Excess From Year3 | $14,827 | ExcessFromYear3Amt |
| Excess From Year2 | $79,497 | ExcessFromYear2Amt |
| Excess From Current Year | $41,771 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARTIN AND SHEILA MAJOR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LITTLE WONDER | |||||||
| 4 Science Park | NEW HAVEN | CT | 06511 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,500 |
| AMERICAN COMMITTEE FOR SHAARE ZEDEK HOSPITAL | |||||||
| 55 W 39TH STREET | NEW YORK | NY | 10018 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| PLEASANTVILLE COMMUNITY SYNAGOGUE | |||||||
| 219 BEDFORD ROAD | PLEASANTVILLE | NY | 10570 | NONE | PC | GENERAL CHARITABLE PURPOSES | $60,000 |
| THE LEUKEMIA LYMPHOMIA SOCIETY | |||||||
| 14 COMMERCE DRIVE | CRANFORD | NJ | 07016 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,500 |
| 92ND STREET Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 |
| PFLAG NATIONAL | |||||||
| 1828 L Street NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 |
| HADASSAH | |||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | PC | GENERAL CHARITABLE PURPOSES | $180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $66,180 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,242 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $206,719 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $223,961 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $223,961 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | MARTIN AND SHEILA MAJOR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 CHESTNUT HILL LANE | AddressLine1Txt |
| City | BRIARCLIFF MANOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $638,452 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITIES TRANSFERRED FROM THEIR PERSONAL FIDELITY ACCOUNTS | NoncashPropertyDesc |
| Fair Market Value | $638,452 | FairMarketValueAmt |
| Received | 2014-11-07 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TRANSFER OF SECURITIES FROM MARTIN | $0 |
| AHD SHEILA MAJOR | $209,784 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FILING FEES | $50 | $50 | $50 |
| INVESTMENT FEES | $2,621 | $2,621 | $2,621 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $2,084 | Amt |
| Net Investment Income | $2,084 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,084 | AdjustedNetIncomeAmt |