TREIBER FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TREIBER FAMILY FOUNDATION (EIN 11-3440919)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-03
- IRS object ID
- 201400939349100505
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-03T12:37:58-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112896024 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID A BLACK CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 ROBBINS DRIVE | AddressLine1 |
| City | EAST WILLISTON | City |
| State | NY | State |
| ZIP Code | 11596 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113440919 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Treiber Family FoundationInc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TREI | BusinessNameControlTxt |
| Phone | 5162144044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 377 Oak Street No 405-7 | AddressLine1 |
| City | Garden City | City |
| State | NY | State |
| ZIP Code | 11530 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H CRAIG TREIBER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5162144044 | PhoneNum |
| Signature | 2014-04-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00117902 | PTIN |
| Phone | 5162946638 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $157,008 | 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 |
| Interest On Sav Rev And Expnss | $128 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $128 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $59,755 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,407 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $173,633 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,215,893 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $173,633 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $233,516 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $233,168 | 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 | $6,581 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,291 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,873 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,667 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,115 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,121 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,406 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $290,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $290,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $321,021 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,406 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $290,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$87,505 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $210,762 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,060 | CashBOYAmt |
| Cash EOY | $6,414 | CashEOYAmt |
| Cash EOYFMV | $6,414 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $162,452 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $150,594 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $150,594 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,029,740 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,955,739 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,200,252 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,112,747 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $157,008 | 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 | $2,200,252 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,112,747 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,200,252 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,112,747 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,200,252 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,112,747 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,200,252 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$87,505 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,112,747 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,112,747 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE SCHEDULE I XXX4030 | P | 2013-01-01 | 2013-12-31 | $171,848 | $155,219 | $16,629 | $16,629 |
| SEE SCHEDULE I XXX4030 | P | 2012-01-01 | 2013-12-31 | $24,843 | $22,843 | $2,000 | $2,000 |
| SEE SCHEDULE II XXX4038 | P | 2013-01-01 | 2013-12-31 | $17,269 | $17,322 | -$53 | -$53 |
| SEE SCHEDULE III XX4037 | P | 2013-01-01 | 2013-12-31 | $190,874 | $191,988 | -$1,114 | -$1,114 |
| SEE SCHEDULE III XX4037 | P | 2012-01-01 | 2013-12-31 | $136,988 | $122,838 | $14,150 | $14,150 |
| SEE SCHEDULE IV XXX4033 | P | 2013-01-01 | 2013-12-31 | $143,872 | $128,163 | $15,709 | $15,709 |
| SEE SCHEDULE IV XXX4033 | P | 2012-01-01 | 2013-12-31 | $332,946 | $231,414 | $101,532 | $101,532 |
| SEE SCHEDULE V XXX4036 | P | 2013-01-01 | 2013-12-31 | $31,976 | $30,433 | $1,543 | $1,543 |
| SEE SCHEDULE V XXX4036 | P | 2012-01-01 | 2013-12-31 | $160,137 | $142,040 | $18,097 | $18,097 |
| Capital Gains Dividends | P | $5,140 | $5,140 | $5,140 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $173,633 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $226,094 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,539,089 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.089045 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $343,882 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,595,278 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.132503 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $137,751 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,669,892 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051594 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $192,197 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,575,502 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.074625 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $257,312 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,913,428 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.088319 | DistributionYr5Rt |
| Total Distribution | 0.436086 | TotalDistributionRt |
| Average Distribution | 0.087217 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,382,560 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $207,800 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,108 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $209,908 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $290,900 | 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 | $2,108 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,108 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,108 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $10 | EsPenaltyAmt |
| Tax Due | $718 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H Craig Treiber | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5162144044 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 377 Oak Street | AddressLine1 |
| City | Garden City | City |
| State | NY | State |
| ZIP Code | 11530 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| H Craig Treiber | ||||||||
| 7 Tanglewood Lane | Sea Cliff | NY | 11579 | President | 0.00 | $0 | $0 | $0 |
| John H Treiber | ||||||||
| 394 Charles Street | East Williston | NY | 11596 | Vice President | 0.00 | $0 | $0 | $0 |
| Scott R Treiber | ||||||||
| 112 Blair Road | Oyster Bay Cove | NY | 11771 | Treasurer | 0.00 | $0 | $0 | $0 |
| Peter S Treiber | ||||||||
| 110 Glenlawn Avenue | Sea Cliff | NY | 11579 | Secretary | 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 | $2,230,922 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $187,921 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,418,843 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,418,843 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,283 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,382,560 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $119,128 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $119,128 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,108 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,108 | TotalTaxAmt |
| Distributable Before Adj | $117,020 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $117,020 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $117,020 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $290,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $290,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,108 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $288,792 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $117,020 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $109,448 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $64,406 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,627 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $216,556 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $104,652 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $501,689 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $290,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $117,020 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $173,880 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $675,569 | 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 | $109,448 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $566,121 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $64,406 | ExcessFromYear4Amt |
| Excess From Year3 | $6,627 | ExcessFromYear3Amt |
| Excess From Year2 | $216,556 | ExcessFromYear2Amt |
| Excess From Year1 | $104,652 | ExcessFromYear1Amt |
| Excess From Current Year | $173,880 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADELPHI UNIVERSITY | |||||||
| One South Avenue | Garden City | NY | 11530 | None | Public Charity | General Fund | $5,000 |
| AHRC Nassau Autism Program | |||||||
| 189 Wheatley Road | Brookville | NY | 11545 | None | Public Charity | General Fund | $1,000 |
| CHAMINADE HIGH SCHOOL | |||||||
| 340 Jackson Avenue | Mineola | NY | 11501 | NONE | Public Charity | General Fund | $900 |
| Corpus Christi Church | |||||||
| 155 Garfield Avenue | Mineola | NY | 11501 | None | Public Charity | GENERAL FUND | $250 |
| EPISCOPAL CHARITIES OF LONG ISLAND | |||||||
| 36 Cathedral Place | Garden City | NY | 11530 | None | Public Charity | General Fund | $50,000 |
| FAMILY AND CHILDREN'S ASSOCIATION | |||||||
| 100 East Old Country Road | Mineola | NY | 11501 | None | Public Charity | Program Development | $9,500 |
| Friends of the Rockefeller State Park Preserve | |||||||
| PO Box 4444 | Sleepy Hollow | NY | 10591 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| FRIENDS OF THE SANDS POINT PRESERVE INC | |||||||
| 127 Middle Neck Road | Sands Point | NY | 11050 | None | Public Charity | General Fund | $1,550 |
| Harley Treanor Memorial Golf Outing | |||||||
| 11 East Cortelyou Street | Huntington Station | NY | 11746 | NONE | Public Charity | GENERAL FUND | $250 |
| HOSPICE CARE NETWORK | |||||||
| 99 Sunnyside Blvd | Woodbury | NY | 11797 | None | Public Charity | General Fund | $500 |
| LONG ISLAND ALZHEIMERS FOUNDATION | |||||||
| 5 Channel Drive | Port Washington | NY | 11050 | None | Public Charity | General Fund | $25,800 |
| LONG ISLAND CADDIE SCHOLARSHIP FUND | |||||||
| 1225 Franklin Avenue Suite 400 | Garden City | NY | 11530 | NONE | PRivate Foundation | General Fund | $1,500 |
| LONG ISLAND GOLF ASSOCIATION | |||||||
| 114 Old Country Road | Mineola | NY | 11501 | None | Public Charity | General Fund | $5,000 |
| MAKE A WISH FOUNDATION OF METRO NEW YORK | |||||||
| 1111 Marcus Avenue Suite LL22 | Lake Success | NY | 11042 | None | Public Charity | General Fund | $7,500 |
| METROPOLITAN GOLF ASSOCIATION FOUNDATION | |||||||
| 49 Knollwood Road | ELMSFORD | NY | 10523 | NONE | Private Foundation | General Fund | $4,000 |
| METROPOLITAN PGA INC | |||||||
| 49 Knollwood Road | Elmsford | NY | 10523 | NONE | Private Foundation | General Fund | $22,500 |
| North Shore Land Alliance | |||||||
| 151 Post Road | Old Westbury | NY | 11568 | None | Public Charity | General Fund | $1,000 |
| NORTH SHORE LONG ISLAND JEWISH HEALTH SYSTEM | |||||||
| 125 Community Drive | Great Neck | NY | 11021 | None | Public Charity | General Fund | $50,000 |
| POP EARTH | |||||||
| 377 Oak Street Suite 402 | Garden City | NY | 11530 | None | Public Charity | GENERAL FUND | $250 |
| PROVIDENCE HOUSE | |||||||
| 701 Lexington Avenue | Brooklyn | NY | 11221 | None | Public Charity | General Fund | $5,000 |
| SCO FAMILY OF SERVICES | |||||||
| 1 Alexander Place | Glen Cove | NY | 11542 | None | Public Charity | General Fund | $76,100 |
| SPC Matthew E Baylis Memorial Fund | |||||||
| PO Box 110 | Oakdale | NY | 11769 | None | Public Charity | GENERAL FUND | $250 |
| ST PATRICKS CHURCH | |||||||
| 52125 MAIN ROAD | SOUTHOLD | NY | 11971 | None | Public Charity | GENERAL FUND | $100 |
| ST Paul's Episcopal Church | |||||||
| 28 Highland Road | Glen Cove | NY | 11542 | None | Public Charity | General Fund | $4,500 |
| THE ENERGIA PARTNERSHIP AT MOLLOY COLLEGE | |||||||
| 7180 REPUBLIC AIRPORT | FARMINGDALE | NY | 11735 | NONE | Public Charity | GENERAL | $2,500 |
| THE GREENVALE SCHOOL | |||||||
| 250 VALENTINES AVENUE | FARMINGDALE | NY | 11735 | NONE | Public Charity | GENERALGENERAL | $250 |
| THE PAWTUCKET FOUNDATION | |||||||
| PO BOX 515 | PAWTUCKET | RI | 02862 | NONE | PRIVATE FOUNDATION | GENERAL | $1,500 |
| THE VISCARDI CENTER | |||||||
| 201 IU Willets Road | Albertson | NY | 11507 | None | Public Charity | General Fund | $4,000 |
| UNC HOSPICE | |||||||
| PO BOX 1077 | CHAPEL HILL | NC | 27311 | NONE | Public Charity | GENERAL | $250 |
| UNIVERSITY OF RICHMOND | |||||||
| 26 WESTHAMPTON WAY | RICHMOND Hill | VA | 23173 | NONE | Public Charity | GENERALGENERAL | $500 |
| VISION WALK FOUNDATION FOR FIGHTING BLINDNESS | |||||||
| 225 West 34th Street Suite 1708 | New York | NY | 10122 | None | public Charity | General Fund | $1,000 |
| VOICES AGAINST BRAIN CANCER | |||||||
| 1375 Broadway 3RD FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| WINTHROP UNIVERSITY HOSPITAL | |||||||
| 286 Old Country Road | Mineola | NY | 11501 | None | Public Charity | Building Fund | $2,500 |
| WOUNDED WARRIOR FOUNDATION | |||||||
| PO BOX 75817 | TOPEKA | KS | 66675 | NONE | PUBLIC Charity | GENERAL FUND | $200 |
| YMCA OF LONG ISLAND INC | |||||||
| 121 Dosoris Lane | Glen Cove | NY | 11542 | None | Public Charity | General Fund | $2,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $290,900 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $128 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $59,755 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $173,633 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $233,516 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $233,516 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | The dividends and capital gains earned on the funds investments fund its charitable contributions. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $6,581 | Amt |
| Net Investment Income | $3,291 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH INVESTMENT ACCOUNTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,955,739 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| New York State Fee | $250 | $125 | $0 |
| Statutory Advertising | $135 | $0 | $0 |
| Investment Management Fee | $18,990 | $18,990 | $0 |
| TELEPHONE | $1,033 | $0 | $0 |
| POSTAGE | $15 | $0 | $0 |
| BANK CHARGES | $66 | $0 | $0 |
| OFFICE SUPPLIES | $178 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Excise Taxes | $2,556 | $0 | $0 |
| Foreign Withholding Taxes | $317 | $0 | $0 |