ACCESS CAPITAL FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ACCESS CAPITAL FOUNDATION (EIN 36-7190561)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-14
- IRS object ID
- 201403189349100130
- 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
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T10:12:20-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132608630 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADELMAN KATZ & MOND LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 WEST 41ST - SUITE 1500 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100364015 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367190561 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCESS CAPITAL FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O MILES & MARCIE STUCHIN TTEES | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACCE | BusinessNameControlTxt |
| Phone | 2126449300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 PARK AVENUE 16TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100229405 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MILES M STUCHIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2126449300 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE L KATZ CPA | PreparerPersonNm |
| PTIN | P00577432 | PTIN |
| Phone | 2123820404 | PhoneNum |
| Preparation | 2014-11-14 | 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 | $86,326 | 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 | $11,074 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $152,567 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $154,472 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $152,567 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $163,672 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $152,598 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $185 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $185 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,185 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,185 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $156,338 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $156,338 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $158,523 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,185 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $156,338 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,149 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $150,413 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,805 | CashBOYAmt |
| Cash EOY | $10,455 | CashEOYAmt |
| Cash EOYFMV | $10,455 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $70,371 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $75,871 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $75,871 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $81,176 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,326 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $86,326 | 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 | $81,176 | RetainedEarningBOYAmt |
| Retained Earning EOY | $86,326 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $81,176 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $86,326 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $81,176 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $86,326 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $81,176 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,149 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $86,326 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $86,326 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LIBERTY INTERACTIVE CORP | PropertyDesc |
| Acquired | 1982-09-29 | AcquiredDt |
| Sold | 2013-12-10 | SoldDt |
| Gross Sales Price | $154,472 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,905 | CostOrOtherBasisAmt |
| Gain Or Loss | $152,567 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $152,567 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $152,567 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $100,833 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $109,959 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.917005 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $291,780 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $347,681 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.839218 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $85,400 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $250,223 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.341296 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $118,411 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $330,259 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.358540 | DistributionYr5Rt |
| Total Distribution | 2.456059 | TotalDistributionRt |
| Average Distribution | 0.491212 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $79,695 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $39,147 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,504 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $40,651 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $156,338 | 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 | $1,504 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,504 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,504 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $476 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $476 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,028 | 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126449300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MILES STUCHIN-405 PARK AVE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MILES M STUCHIN | ||||||||
| C/O ACESS CAPITAL - 405 PARK AVENUE | NEW YORK | NY | 10022 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARCIE STUCHIN | ||||||||
| C/O ACESS CAPITAL - 405 PARK AVENUE | NEW YORK | NY | 10022 | TRUSTEE | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | MEMORIAL SLOAN-KETTERING CANCER CENTER | Description1Txt |
| Expenses1 | $101,700 | Expenses1Amt |
| Description2 | MULTIPLE MYELOMA RESEARCH FOUNDATION | Description2Txt |
| Expenses2 | $12,188 | Expenses2Amt |
| Description3 | MYFACE | Description3Txt |
| Expenses3 | $5,500 | Expenses3Amt |
| Description4 | HORACE MANN SCHOOL | Description4Txt |
| Expenses4 | $5,000 | Expenses4Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,909 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $80,909 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $80,909 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,214 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $79,695 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,985 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,985 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,504 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,504 | TotalTaxAmt |
| Distributable Before Adj | $2,481 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,481 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,481 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $156,338 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $156,338 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,504 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $154,834 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,481 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $101,958 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $72,898 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $274,396 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $95,335 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $544,587 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $156,338 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,481 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $153,857 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $698,444 | 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 | $101,958 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $596,486 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $72,898 | ExcessFromYear3Amt |
| Excess From Year2 | $274,396 | ExcessFromYear2Amt |
| Excess From Year1 | $95,335 | ExcessFromYear1Amt |
| Excess From Current Year | $153,857 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MILES M STUCHIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 20 MERCER STREET | HACKENSACK | NJ | 07601 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| HORACE MANN SCHOOL | |||||||
| 231 WEST 256TH STREET | BRONX | NY | 10471 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| MEMORIAL SLOAN-KETTERING CANCER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $12,188 |
| MOVEMBER FOUNDATION | |||||||
| 1518 ABBOT KINNEY BLVD | VENICE | CA | 90291 | NONE | PUBLIC CHARITY | RAISE AWARENESS AND FUNDRAISING FOR MEN'S HEALTH ISSUES | $1,000 |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | |||||||
| 383 MAIN AVENUE 5TH FLOOR | NORWALK | CT | 06851 | NONE | 501(C)(3) | GENERAL SUPPORT | $101,700 |
| NAT'L FOUNDATION FOR FACIAL RECONSTRUCTION | |||||||
| 333 EAST 30TH STREET LOBBY UNIT | NEW YORK | NY | 10016 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| ODELL STUDNER FOUNDATION | |||||||
| THREE RADNOR CORPORATE CENTER | RADNOR | PA | 19087 | NONE | 501(C)(3) | GENERAL SUPPORT | $3,000 |
| NEW YORK UNIVERSITY | |||||||
| ONE PARK AVE 17TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | NUCLEAR CARDIOLOGY PROGRAM | $5,000 |
| PAN-MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | 501(C)(3) | SPONSORSHIP | $5,000 |
| THE AFYA FOUNDATION | |||||||
| 140 SAW MILL RIVER ROAD | YONKERS | NY | 10701 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 |
| ASPCA | |||||||
| 520 8TH AVENUE | NEW YORK | NY | 10018 | NONE | 501(C)(3) | GENERAL SUPPORT | $300 |
| ST FRANCIS OF ASSISSI CHURCH | |||||||
| 2 GREEN STREET | MT KISCO | NY | 10549 | NONE | 501(C)(3) | GENERAL SUPPORT | $200 |
| NEW ROCHELLE PUBLIC LIBRARY FOUNDATION | |||||||
| ONE LIBERTY PLAZA | NEW ROCHELLE | NY | 10801 | NONE | 501(C)(3) | GENERAL SUPPORT | $100 |
| STRATTON FOUNDATION | |||||||
| PO BOX 523 | STRATTON MOUNTAIN | VT | 05155 | NONE | 501(C)(3) | GENERAL SUPPORT | $100 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 |
| MYFACE | |||||||
| 333 EAST 30TH STREET LOBBY UNIT | NEW YORK | NY | 10016 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,500 |
| CANCER RESEARCH FOUNDATION | |||||||
| 55 BROADWAY SUITE 1802 | NEW YORK | NY | 10006 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| KIDS FASHION DELIVERS | |||||||
| 326 FIELD ROAD | CLINTON CORNERS | NY | 12514 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| RWJ UNIVERSITY HOSPITAL FOUNDATION | |||||||
| 10 PLUM STREET SUITE 910 | NEW BRUNSWICK | NJ | 08901 | NONE | PUBLIC CHARITY | TO BENEFIT THE FUND FOR EXCELLENCE | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $156,338 | 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 | $3 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $28 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $152,567 | 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 | $152,598 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $152,598 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST INCOME TO DISBURSE FOR EXEMPT PURPOSE |
| 4 | DIVIDENDS AND INTEREST INCOME TO DISBURSE FOR EXEMPT PURPOSE |
| 9 | SALE OF INVESTMENTS TO DISBURSE FOR EXEMPT PURPOSE |
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 |
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 |
|---|---|---|---|---|---|---|---|
| FIRST GIVING | |||||||
| 1 | 34 FARNSWORTH STREET 3RD FLOOR | BOSTON | MA | 02210 | $9,169 | Yes (X) | |
| MILES STUCHIN | |||||||
| 2 | 1107 5TH AVENUE | NEW YORK | NY | 10128 | $1,905 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 5,645 SHARES OF LIBERTY INTERACTIVE CORP | NoncashPropertyDesc |
| Fair Market Value | $154,983 | FairMarketValueAmt |
| Received | 2013-12-10 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEES | $50 | $50 | $0 | $0 |
| ADVERTISING | $135 | $135 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $1 | Amount |
Comments