JEROME L GREENE FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JEROME L GREENE FOUNDATION INC (EIN 13-2960852)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-08
- IRS object ID
- 201401289349101015
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-08T13:22:09-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RADIN GLASS & CO LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 LEXINGTON AVE 22 FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100176502 | 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 | 132960852 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEROME L GREENE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHRISTINA MCINERNEY | InCareOfNm |
| Business Name Control | JERO | BusinessNameControlTxt |
| Phone | 2126881550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 146 CENTRAL PARK WEST | AddressLine1 |
| Address Line2 | Suite 1E | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10023 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINA MCINERNEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126881550 | PhoneNum |
| Signature | 2014-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELLIOTT GLASS | PreparerPersonNm |
| Phone | 2125577505 | PhoneNum |
| Preparation | 2014-05-08 | PreparationDt |
| 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 | $315,308,325 | 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 | $6,080,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $26,024 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,024 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,206,214 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,206,214 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $177,593 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $177,593 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $177,593 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $7,838,487 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $174,580,010 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,263,405 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $575,082 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $18,328,318 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,248,318 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $125,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $48,870 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $48,870 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $104,663 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $52,331 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $104,663 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $26,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $54,715 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $54,715 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $603,740 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $603,740 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $140,816 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $120,739 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $20,077 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $19,251 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $110,029 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $110,029 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,605 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,605 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $582,112 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $483,090 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $84,022 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,829,401 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,259,900 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $462,581 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,947,352 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,947,352 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,776,753 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,259,900 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $101,409,933 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$84,448,435 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,988,418 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,037,801 | CashBOYAmt |
| Cash EOY | $63,574,598 | CashEOYAmt |
| Cash EOYFMV | $63,574,598 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $21,595,065 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,838,188 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,838,188 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,902,402 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,810,919 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,189,339 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $188,416,168 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $101,468,487 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $99,591,573 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $147,024,808 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $122,511,807 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $122,559,840 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,570,311 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,251 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $2,551,060 | LandEOYAmt |
| Land EOYFMV | $2,551,060 | LandEOYFMVAmt |
| Other Assets BOY | $134,171 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,727 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,727 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $401,110,415 | TotalAssetsBOYAmt |
| Total Assets EOY | $316,758,786 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $315,308,325 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $401,110,415 | RetainedEarningBOYAmt |
| Retained Earning EOY | $316,758,786 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $401,110,415 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $316,758,786 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $401,110,415 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $316,758,786 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $401,110,415 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$84,448,435 | ExcessRevenueOverExpensesAmt |
| Other Increases | $96,806 | OtherIncreasesAmt |
| Subtotal | $316,758,786 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $316,758,786 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| J.P. MORGAN # 65950003 STC | P | 2013-12-31 | $32,802,257 | $30,170,269 | $2,631,988 | $2,631,988 |
| J.P. MORGAN # 65950003 STNC | P | 2013-12-31 | $137,881 | $149,181 | -$11,300 | -$11,300 |
| J.P. MORGAN # 65950003 LTC | P | 2013-12-31 | $10,815,036 | $8,008,875 | $2,806,161 | $2,806,161 |
| J.P. MORGAN # 65950003 LTNC | P | 2013-12-31 | $731,603 | $767,467 | -$35,864 | -$35,864 |
| J.P. MORGAN # 65950003 LT | P | 2013-12-31 | $5,789 | $5,789 | $5,789 | |
| J.P. MORGAN # 24865007 STNC | P | 2013-12-31 | $25,144,241 | $25,257,718 | -$113,477 | -$113,477 |
| J.P. MORGAN # 24865007 LTNC | P | 2013-12-31 | $87,297,615 | $86,099,439 | $1,198,176 | $1,198,176 |
| J.P. MORGAN # 24865007 LT | 2013-12-31 | $10,979,493 | $10,979,493 | |||
| J.P. MORGAN # 38172009 ST | P | 2013-12-31 | $1,331,193 | $1,549,940 | -$218,747 | -$218,747 |
| J.P. MORGAN # 38172009 LT | 2013-05-23 | $5 | $5 | $5 | ||
| J.P. MORGAN # 46329008 ST | P | 2013-12-31 | $1,863,116 | $1,612,698 | $250,418 | $250,418 |
| J.P. MORGAN # 46329008 LT | D | 2013-12-31 | $2,266,470 | $1,546,443 | $720,027 | $720,027 |
| PASS THROUGH ST CAPITAL GAIN | D | 2013-12-31 | $310 | $310 | $310 | |
| 44 GRAMERCY PARK | D | 2013-05-09 | $629,919 | $600,000 | $29,919 | $29,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,263,405 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $137,504,008 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $520,858,052 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.263995 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,610,750 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $70,389,154 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03709 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,373,584 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,970,337 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.156365 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,520,653 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $33,827,069 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.13364 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,613,142 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $40,064,148 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.464583 | DistributionYr5Rt |
| Total Distribution | 1.055673 | TotalDistributionRt |
| Average Distribution | 0.211135 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $310,967,955 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $65,656,219 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $109,884 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $65,766,103 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $101,409,933 | 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 | $109,884 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $109,884 | SubtotalAmt |
| Tax Based On Investment Income | $109,884 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $107,159 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $107,159 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $34 | EsPenaltyAmt |
| Tax Due | $2,759 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTINA MCINERNEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126881550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 146 CENTAL PARK WEST SUITE 1E | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10023 | ZIPCode |
| 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINA MCINERNEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 146 CENTRAL PARK WEST | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10023 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $125,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COLUMBIA UNIVERSITY LEADERSHIP GRANT FOR JEROME L GREENE SCIENCE CENTER | Description1Txt |
| Expenses1 | $94,069,499 | Expenses1Amt |
| Description2 | PLANNED PARENTHOOD OF NEW YORK CITY | Description2Txt |
| Expenses2 | $1,500,000 | Expenses2Amt |
| Description3 | WNYC RADIO ACQUISITION OF WQXR - TO PRESERVE CLASSICAL MUSIC IN NYC | Description3Txt |
| Expenses3 | $1,012,500 | Expenses3Amt |
| Description4 | FIT | Description4Txt |
| Expenses4 | $1,050,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLCIABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $125,992,125 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,059,540 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $141,651,843 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $315,703,508 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $315,703,508 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,735,553 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $310,967,955 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,548,398 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,548,398 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $109,884 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $109,884 | TotalTaxAmt |
| Distributable Before Adj | $15,438,514 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15,438,514 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $15,438,514 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $101,409,933 | 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 | $101,409,933 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $109,884 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $101,300,049 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,438,514 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $16,647,853 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,851,171 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,993,858 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $111,676,155 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $134,169,037 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $101,409,933 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $15,438,514 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $85,971,419 | RemainingDistriFromCorpusAmt |
| Total Corpus | $220,140,456 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $16,647,853 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $203,492,603 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,851,171 | ExcessFromYear4Amt |
| Excess From Year3 | $2,993,858 | ExcessFromYear3Amt |
| Excess From Year1 | $111,676,155 | ExcessFromYear1Amt |
| Excess From Current Year | $85,971,419 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| COLUMBIA UNIVERSITY | ||||||||
| 630 W 168th Street | NEW YORK | NY | 10032 | NONE | PC | Leadership Gift for design, construction and maintenance of the Jerome L Greene Science Center | $92,260,000 | |
| THE ALL STAR ORCHESTRA | ||||||||
| 27 EDGEWOOD AVENUE | LARCHMONT | NY | 10538 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| WNYC RADIO | ||||||||
| ONE CENTRE STREET | NEW YORK | NY | 10007 | NONE | PC | ACQUISITION OF WQXR PUBLIC RADIO STATION | $1,012,500 | |
| AWSNA | ||||||||
| 2142A WASHTENAW AVENUE | YPSILANTO | MI | 48197 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $1,500,000 | |
| PEN AMERICAN CENTER | ||||||||
| 588 BROADWAY | NEW YORK | NY | 10012 | NONE | PC | GENERAL SUPPORT | $60,500 | SUITE 303 |
| CITYMEALS ON WHEELS | ||||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| BROOKLYN COMMUNITY FOUNDATION | ||||||||
| 46 MAIN ST SUITE 409 | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| THE FRESH AIR FUND | ||||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL SUPPORT | $100,000 | |
| MUSEUM OF THE CITY OF NY | ||||||||
| 1220 FIFTH AVENUE | NEW YORK | NY | 10029 | NONE | PUBLIC | GENERAL SUPPORT | $100,000 | |
| EDUCATIOIN THROUGH MUSIC | ||||||||
| 122 EAST 42ND STREET SUITE 1501 | NEW YORK | NY | 10168 | NONE | PUBLIC | GENERAL SUPPORT | $50,000 | |
| THRESHOLD FOUNDATION | ||||||||
| PO BOX 29903 | SAN FRANSISCO | CA | 941290903 | NONE | PUBLIC | GENERAL SUPPORT | $171,500 | |
| SANCTUARY FOR FAMILIES | ||||||||
| PO BOX 1406 | NEW YORK | NY | 10268 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | WALL STREET STATION |
| MONTEFIORE MEDICAL CENTER | ||||||||
| 111 EAST 210TH STREET | NEW YORK | NY | 10467 | PUBLIC | GENERAL SUPPORT | $3,000 | ||
| FREE SPEECH FOR PEOPLE | ||||||||
| 2366 EASTLAKE AVENUE SUITE 311 | SEATTLE | WA | 98102 | PUBLIC | GENERAL SUPPORT | $50,000 | ||
| FIT | ||||||||
| 227 W 27TH STREET | NEW YORK | NY | 10001 | NONE | PUBLIC | GENERAL SUPPORT | $1,050,000 | |
| CHAMBER MUSIC SOCIETY | ||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 | |
| CUNY | ||||||||
| 230 WEST 41ST ST 7TH FLOOR | NEW YORK | NY | 10036 | N/A | PUBLIC | GENERAL SUPPORT | $25,000 | |
| JOHNS HOPKINS SCHOOL OF MEDICINE | ||||||||
| 733 NORTH BROADWAY | BALTIMORE | MD | 21205 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 | |
| NORTH STAR FUND | ||||||||
| 520 8TH AVE 2203 | NEW YORK | NY | 10018 | N/A | PUBLIC | GENERAL SUPPORT | $535,000 | |
| THIRD MUSIC SCHOOL SETTLEMENT | ||||||||
| 235 E 11TH ST 1 | NEW YORK | NY | 10003 | N/A | PUBLIC | GENERAL SUPPORT | $52,000 | |
| COLUMBIA UNIVERSITY MEDICAL CENTER | ||||||||
| 630 W 168TH STREET | NEW YORK | NY | 10032 | NONE | PUBLIC | THE JERRY I GLIKLICH PROFESSORSHIP OF CARDIOLOGY | $250,000 | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| JOHNS HOPKINS UNIVERSITY | BALTIMORE | MD | 21218 | NONE | GENERAL SUPPORT | $400,000 | ||
| MAIMONIDES BREAST CANCER CENTER | ||||||||
| 4802 TENTH AVENUE | BROOKLYN | NY | 11219 | GENERAL SUPPORT | $5,000 | |||
| NAMASTE FOUNDATION | ||||||||
| 1408 HUDSON AVENUE | SANFRANSISCO | CA | 94123 | NONE | GENERAL SUPPORT | $50,000 | ||
| NYC MONTESSORI CHARTER SCHOOL | ||||||||
| 416 WILLIS AVE | BROX | NY | 10455 | NONE | GENERAL SUPPORT | $25,000 | ||
| PROPUBLICA | ||||||||
| ONE EXCHANGE PLAZA | NEW YORK | NY | 10006 | NONE | GENERAL SUPPORT | $100,000 | 55 BROAD WAY 23RD FLOOR | |
| THE CHRONICLE OF PHILANTHROPY | ||||||||
| 1255 TWENTY THIRD STREET NW | WASHINGTON | DC | 20037 | NONE | GENERAL SUPPORT | $75 | SEVENTH FLOOR | |
| THE IRISH GEORGIAN SOCIETY | ||||||||
| 115 EAST 89TH APT 3B | NEW YORK | NY | 10128 | NONE | GENERAL SUPPORT | $1,500 | ||
| THE JUILLIARD SCHOOL | ||||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | GENERAL SUPPORT | $1,000,000 | ||
| THE WORLDWIDE IRELAND FUNDS | ||||||||
| 345 PARK AVE 17YH FLOOR | NEW YORK | NY | 10154 | NONE | GENERAL SUPPORT | $100,000 | ||
| US FUND FOR UNICEF | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | GENERAL SUPPORT | $1,000 | ||
| COLUMBIA UNIVERSITY | ||||||||
| 630 W 168th Street | NEW YORK | NY | 10032 | N/A | Leadership Gift for design, construction and maintenance of the Jerome L Greene Science Center | $1,909,277 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,947,352 | 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 | $26,024 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,206,214 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $177,593 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,838,487 | 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 | $12,248,318 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,248,318 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DAWN M GREENE TRUST UW JEROME GREE | |||||||
| 1 | 270 Park Avenue 19th Floor | NEW YORK | NY | 10017 | $5,000,000 | Yes (X) | |
| DAWN M GREENE TRUST UW JEROME GREE | |||||||
| 2 | 270 Park Avenue 19th Floor | NEW YORK | NY | 10017 | $1,080,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | HALF INTEREST IN UNIT 26G 15 WEST 72ND ST NY NY | $480,000 | |
| 2 | COOP UNIT 12A, 44 GRAMMERCY PARK NORTH, NY NY | $600,000 | 2013-01-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $26,600 | Amt |
| Disbursements Charitable Prps | $26,600 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOT APPLICABLE | Desc |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|
| OFFICE COOP | 2013-09-30 | $2,503,790 | M39 | $18,753 |
| IMPROVEMENT | 2013-09-30 | $66,521 | M39 | $498 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME- JPMORGAN AC#5007 | $72,853 | $72,853 |
| SHORT TERM INVESTMENTS AC#5007 | ||
| FIXED INCOME- JPMORGAN #50003 | $96,715,543 | $94,976,071 |
| SHORT TERM INVESTMENTS #50003 | $4,680,091 | $4,542,649 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SECURITIES - JPM AC #9008 | ||
| SECURITIES - JPM AC #50003 | $1,808,638 | $2,187,058 |
| SECURITIES - JPM AC #72009 | $2,281 | $2,281 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 15 WEST 72ND STREET | AT COST | ||
| 425 PARK AVENUE | AT COST | ||
| 6465 REALTY CO. | AT COST | $2,294,483 | $2,294,483 |
| 68TH STREET CO. | AT COST | $1,013,465 | $1,013,465 |
| 724 FIFTH AVENUE | AT COST | $2,420,667 | $2,420,667 |
| LEXINGTON BUILDING CO. | AT COST | $114,461,532 | $114,461,532 |
| MADISON SYNDICATE | AT COST | $89,615 | $89,615 |
| PETERS LAND SYNDICATE | AT COST | $345,412 | $345,412 |
| VALLEY FORGE GREENE LLC | AT COST | $1,250,528 | $1,250,528 |
| HBS MEZZANINE - #50003 | AT COST | $636,105 | $684,138 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE COOP | $2,503,790 | $18,753 | $2,485,037 |
| IMPROVEMENT | $66,521 | $498 | $66,023 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEE | CategoryTxt |
| Legal Fees | $104,663 | LegalFeesAmt |
| Net Investment Income | $52,331 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $104,663 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| BOY Book Value | $134,171 | BOYBookValueAmt |
| EOY Book Value | $3,727 | EOYBookValueAmt |
| EOYFMV | $3,727 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| OFFICE INSURANCE | $3,658 | $3,658 | |
| TELEPHONE | $3,810 | $3,810 | |
| INVESTMENT FEE | $483,090 | $483,090 | |
| POSTAGE | $56 | $56 | |
| SUBSCRIPTION | $24,000 | $24,000 | |
| MISCELLANEOUS EXPENSE | $3,400 | $3,400 | |
| ADVERTISING | $7,500 | $7,500 | |
| OFFICE EXPENSE | $39,248 | $39,248 | |
| MOVING EXPENSES | $2,350 | $2,350 | |
| GRAPHIC DESIGN COSTS | $15,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|
| PASS THRU SEC 1231 GAIN | $552,319 |
| FROM JPM ACCT # 865007 | $22,763 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ROUNDING | $6 |
| PY NON TAXABLE CAPITAL TRANSACTION ADJ. | $96,800 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PAYROLL FEE | $1,279 | $1,279 |
| CONSULTING FEE | $51,231 | $51,231 |
| APPRAISAL FEES | $2,205 | $2,205 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PAYROLL TAXES | $13,077 | $13,077 | |
| FILING FEE- NY FROM CHAR 500 | $7,000 | $7,000 | |
| FEDERAL EXCISE TAX | $65,000 | $65,000 | |
| FOREIGN TAX | $55,739 | $55,739 |
Comments