RAFFERTY FAMILY PRIVATE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RAFFERTY FAMILY PRIVATE FOUNDATION (EIN 27-6590504)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201413219349101136
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T10:30:03-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wald & Wald | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 380 N Broadway Suite 302 | AddressLine1 |
| City | Jericho | City |
| State | NY | State |
| ZIP Code | 117532109 | 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 | 276590504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAFFERTY FAMILY PRIVATE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAFF | BusinessNameControlTxt |
| Phone | 9147770622 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 522 PROSPECT AVENUE | AddressLine1 |
| City | MAMARONECK | City |
| State | NY | State |
| ZIP Code | 10543 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN RAFFERTY | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2014-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Laurence I Wald | PreparerPersonNm |
| PTIN | P00113018 | PTIN |
| Phone | 5163905115 | PhoneNum |
| 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 | $1,077,726 | 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 | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,567 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,567 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $115,203 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $964,803 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $115,203 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $141,775 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $141,775 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,806 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,706 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $38,238 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,738 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,958 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $51,782 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,664 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $113,036 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $113,036 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $164,818 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,664 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $113,036 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,043 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $129,111 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $63,779 | CashBOYAmt |
| Cash EOY | $14,001 | CashEOYAmt |
| Cash EOYFMV | $14,001 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,388 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,965 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,966 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $871,035 | CorporateStockBOYAmt |
| Corporate Stock EOY | $903,404 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,051,759 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $947,202 | TotalAssetsBOYAmt |
| Total Assets EOY | $929,370 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,077,726 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $5,211 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,212 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $947,201 | RetainedEarningBOYAmt |
| Retained Earning EOY | $924,158 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $947,201 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $924,158 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $947,202 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $929,370 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $947,201 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,043 | ExcessRevenueOverExpensesAmt |
| Subtotal | $924,158 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $924,158 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $115,203 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $51,777 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,582 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,582 | SubtotalAmt |
| Tax Based On Investment Income | $2,582 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $3,416 | OverpaymentAmt |
| Applied To ES Tax | $3,416 | AppliedToESTaxAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 | LAURENCE WALD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5163905115 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 380 NORTH BROADWAY | AddressLine1 |
| City | JERICHO | City |
| State | NY | State |
| ZIP Code | 11753 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| BRIAN RAFFERTY | ||||||
| 522 PROSPECT AVENUE | MAMARONECK | NY | 10543 | Trustee | 0.00 | $0 |
| HELEN RAFFERTY | ||||||
| 522 PROSPECT AVENUE | MAMARONECK | NY | 10543 | Trustee | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $986,782 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,145 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,038,927 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,038,927 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,584 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,023,343 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,167 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,167 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,582 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,582 | TotalTaxAmt |
| Distributable Before Adj | $48,585 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $48,585 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $48,585 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $113,036 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $113,036 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $113,036 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,585 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,288 | UndistributedIncomePYAmt |
| Qualifying Distributions | $113,036 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,288 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,585 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $61,163 | RemainingDistriFromCorpusAmt |
| Total Corpus | $61,163 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $61,163 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $61,163 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRIAN RAFFERTY | ContributingManagerNm |
| Contributing Manager | HELEN RAFFERTY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|
| HEART 911 | ||||||||||
| 614 FRELINGHUYSEN AVENUE | NEWARK | NJ | 07114 | NONE | 501(C)(3) | GENERAL | $100 | |||
| PROJECT REBIRTH | ||||||||||
| 163 WILLIAM STREET 4TH FLOOR | NEW YORK | NY | 10038 | DIRECTOR | 501(C)(3) | GENERAL | $24,858 | |||
| AUTISM SPEAKS | ||||||||||
| 1 EAST 33RD STREET 4TH FLOOR | NEW YORK | NY | 10016 | NONE | 501(C)(3) | GENRAL | $100 | |||
| AMERICAN CANCER SOCIETY | ||||||||||
| 250 WILLAMS STREET NW | ATLANTA | GA | 30303 | NONE | 501(C)(3) | GENERAL | $50 | |||
| HARLEM ACADEMY | ||||||||||
| 1330 FIFTH AVENUE | NEW YORK | NY | 10026 | NONE | 501(C)(3) | GENERAL | $2,000 | |||
| BLACK ROCK FOREST CONSORTIUM | ||||||||||
| 129 CONTINTENTAL ROAD | CORNWALL | NY | 12518 | NONE | 501(C)(3) | GENERAL | $2,000 | |||
| JDRF | ||||||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | 501(C)(3) | GENERAL | $100 | |||
| GEORGETOWN UNIVERSITY | ||||||||||
| 37TH AND O STREETS NW | WASHINGTON | DC | 20073 | NONE | 501(C)(3) | GENERAL | $60,000 | |||
| LARCHMONT MAMARONECK COMM | ||||||||||
| 234 STANLEY AVENUE | MAMARONECK | NY | 10543 | NONE | 501(C)(3) | GENERAL | $4,000 | |||
| MAMARONECK PUBLIC LIBRARY | ||||||||||
| 136 PROSPECT AVENUE | MAMARONECK | NY | 10543 | NONE | 501(C)(3) | GENERAL | $2,500 | |||
| INDEPENDENCE FUND | ||||||||||
| 6358 COLLINS AVENUE SUITE 187 | MIAMI | FL | 33141 | NONE | 501(C)(3) | GENERAL | $1,125 | |||
| SWIM ACROSS AMERICA | ||||||||||
| ONE INTERNATIONAL PLACE SUITE 4600 | BOSTON | MA | 02110 | NONE | 501(C)(3) | GENERAL | $100 | |||
| CNMC FOUNDATION | ||||||||||
| 111 MICHIGAN AVENUE NW | WASHINGTON | DC | 20010 | NONE | 501(C)(3) | GENERAL | $105 | |||
| ALS THERAPY DEVELOPMENT | ||||||||||
| 300 TECHNOLOGY SQUARE SUITE 400 | CAMBRIDGE | MA | 02139 | NONE | 501(C)(3) | GENERAL | $100 | |||
| PROJECT UNBREAK | ||||||||||
| 10182 TELESIS COURT SUITE 300 | SAN DIEGO | CA | 92121 | NONE | 501(C)(3) | GENERAL | $500 | |||
| NYRR FOUNDATION | ||||||||||
| 156 W 56TH STREET | NEW YORK | NY | 10019 | NONE | 501(C)(3) | GENERAL | $50 | |||
| BAHAMAS HOPE FOUNDATION | ||||||||||
| 1535 S PERIMETER ROAD HANGAR 36A | FT LAUDERDALE | FL | 33309 | NONE | 501(C)(3) | GENERAL | $4,700 | |||
| RYE CREW BOOSTERS CLUB | ||||||||||
| 668 MILTON ROAD | RYE | NY | 10580 | NONE | 501(C)(3) | GENERAL | $150 | |||
| BLK VISTA VOCATIONAL | ||||||||||
| 107 BRADLEY ROAD | MADISON | CT | 06443 | NONE | 501(C)(3) | GENERAL | $150 | |||
| GEORGETOWN UNIVERSITY | ||||||||||
| 37TH AND O STREETS NW | WASHINGTON | DC | 20073 | 501(C)(3) | GENERAL | $2,500 | ||||
| JUSTGIVINGCOM | ||||||||||
| 501(C)(3) | GENERAL | $428 | 110 SOUTHWALK STREET | LONDON | UK | |||||
| FORDHAM UNIVERSITY | ||||||||||
| 441 E FORDHAM ROAD | BRONX | NY | 10458 | 501(C)(3) | GENERAL | $500 | ||||
| G U BOARD OF REGENTS | ||||||||||
| 37th and O STREETS NW | WASHINGTON | DC | 20057 | 501(C)(3) | GENERAL | $1,620 | ||||
| MULTIPLE SCLEROSIS | ||||||||||
| POB 4527 | NEW YORK | NY | 10163 | NONE | 501(C)(3) | GENERAL | $5,000 | |||
| ALS FOUNDATION | ||||||||||
| 42 BROADWAY SUITE 1724 | NEW YORK | NY | 10004 | NONE | 501(C)(3) | GENERAL | $300 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $113,036 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,567 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $115,203 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $26,572 | ExclusionAmt |
| Related Or Exempt Function Incm | $115,203 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $141,775 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH ACCOUNT 04P51 | $763,153 | $861,832 |
| MERRILL LYNCH ACCOUNT 02744 | $140,251 | $189,927 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK CHARGES | $780 | |
| INVESTMENT MANAGEMENT FEES | $6,958 | $6,958 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| BOY Book Value | $1 | BOYBookValueAmt |
| EOY Book Value | $1 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| IRS | $5,706 | $5,706 |
| NYS | $100 |
Comments