THE KATZ FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE KATZ FOUNDATION INC (EIN 13-3320975)
- Tax period
- 2012-08-01 to 2013-07-31
- Filed
- 2014-01-30
- IRS object ID
- 201430309349100203
- Schema version
- 2012v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-30T14:10:15-06:00 | Timestamp |
| Tax Period End Date | 2013-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112999103 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARRY SCHECHTER CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA SUITE 440 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10119 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133320975 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KATZ FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KATZ | NameControl |
| Phone | 2019280226 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1118 WARREN STREET | AddressLine1 |
| City | NEW MILFORD | City |
| State | NJ | State |
| ZIP Code | 07646 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AVI KATZ | Name |
| Title | PRESIDENT | Title |
| Phone | 2019280226 | Phone |
| Date Signed | 2014-01-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARRY SCHECHTER CPA | Name |
| PTIN | P00010696 | PTIN |
| Phone | 2129475880 | Phone |
| Date Prepared | 2014-01-30 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 366830 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 50 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 2957 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2957 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 2405 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2405 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 5412 | TotalRevenueAndExpenses |
| Total Net Investment Income | 5362 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1265 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 575 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 160 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 295 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 295 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1720 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 870 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 33600 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 33600 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 35320 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 870 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 33600 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -29908 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 4492 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 326903 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 301593 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 301693 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1300 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1300 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1654 | InvestmentsCorpStockEOYFMV |
| Investments Mortgage Loans BOY | 68081 | InvestmentsMortgageLoansBOY |
| Investments Mortgage Loans EOY | 63483 | InvestmentsMortgageLoansEOY |
| Investments Mortgage Loans EOYFMV | 63483 | InvestmentsMortgageLoansEOYFMV |
| Total Assets BOY | 396284 | TotalAssetsBOY |
| Total Assets EOY | 366376 | TotalAssetsEOY |
| Total Assets EOYFMV | 366830 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 396284 | UnrestrictedBOY |
| Unrestricted EOY | 366376 | UnrestrictedEOY |
| Total Net Assets BOY | 396284 | TotalNetAssetsBOY |
| Total Net Assets EOY | 366376 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 396284 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 366376 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 396284 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -29908 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 366376 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 366376 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 35640 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 404827 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.088038 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 10500 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 416715 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.025197 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 64082 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 435256 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.147228 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 16417 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 461004 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.035611 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 16000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 383784 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.041690 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.337764 | TotalDistributionRatio |
| Average Distribution Ratio | 0.067553 | AverageDistributionRatio |
| Net Noncharitable Assets | 375713 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 25381 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 45 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 25426 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 33600 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 45 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 45 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 45 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 45 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVI KATZ | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2019280226 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1118 WARREN STREET | AddressLine1 |
| City | NEW MILFORD | City |
| State | NJ | State |
| ZIP Code | 07646 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| AVI KATZ | ||||||||
| 1118 WARREN STREET | NEW MILFORD | NJ | 07646 | PRESIDENT | 5.00 | 0 | 0 | 0 |
| NADINE KATZ | ||||||||
| 1118 WARREN STREET | NEW MILFORD | NJ | 07646 | SECRETARY, TREASURER | 5.00 | 0 | 0 | 0 |
| SHIMON Y KATZ | ||||||||
| 4750 PALISADES AVENUE | RIVERDALE | NY | 10471 | VICE PRESIDENT | 5.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1405 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 314248 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 65782 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 381435 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 381435 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5722 | CashDeemedCharitable |
| Net Noncharitable Assets | 375713 | NetNoncharitableAssets |
| Minimum Investment Return | 18786 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 18786 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 45 | TaxBasedOnInvestmentIncome |
| Total Tax | 45 | TotalTax |
| Distributable Amount Before Adj | 18741 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 18741 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 18741 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 33600 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 33600 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 45 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 33555 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 18741 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 25810 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 15519 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 41329 | TotalExcessDistriCarryover |
| Qualifying Distributions | 33600 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 18741 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 14859 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 56188 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 56188 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 25810 | ExcessFromYear3 |
| Excess From Year1 | 15519 | ExcessFromYear1 |
| Excess From Current Year | 14859 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CHABAD CHILDREN OF CHERNOBYL | |||||||
| 675 3RD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC | CHARITABLE | $20,000 |
| CONG BAIS TORAH UTFILAH INC | |||||||
| 125 KINGSLAND AVE | CLIFTON | NJ | 07014 | NONE | PUBLIC | CHARITABLE | $3,600 |
| COLEL CHABAD | |||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | PUBLIC | EDUCATION | $2,500 |
| DAUGHTERS OF MIRIAM | |||||||
| 155 HAZEL STREET | CLIFTON | NJ | 07011 | NONE | PUBLIC | CHARITABLE | $500 |
| HEBREW INSTITUTE OF RIVERDALE | |||||||
| 3700 HENRY HUDSON PARKWAY | BRONX | NY | 10463 | NONE | PUBLIC | EDUCATION | $5,000 |
| GIFT OF LIFE BONE MARROW FOUNDATION | |||||||
| 800 YAMATO ROAD | BOCA RATON | FL | 33431 | NONE | PUBLIC | CHARITABLE | $1,000 |
| CONG AABJ&D | |||||||
| 700 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | NONE | PUBLIC | CHARITABLECHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 33600 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,957 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,405 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $5,362 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 5362 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BARRY SCHECHTER CPA | Category |
| Amount | $1,265 | Amount |
| Net Investment Income | 575 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | RBC - VARIOUS | NameOfStock |
| EOY Book Value | 1300 | EOYBookValue |
| EOYFMV | 1654 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK CHARGES | Description |
| Revenue And Expenses Per Books | 295 | RevenueAndExpensesPerBooks |
| Net Investment Income | 295 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL EXCISE TAX | $60 | 0 | 0 |
| NYS FILING FEE | $100 | 0 | 0 |
Comments