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NANCY AND JOHN HOFFMANN FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
NANCY AND JOHN HOFFMANN FOUNDATION (EIN 13-3947796)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-06
IRS object ID
201431269349101253
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-06T15:44:24-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line123 CHRISTOPHER WAYAddressLine1
CityEATONTOWNCity
StateNJState
ZIP Code07724ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133947796EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE NANCY AND JOHN HOFFMANN FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlNANCBusinessNameControlTxt
Phone2129969550PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11192 PARK AVENUE NO APT 8EAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10128ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN HOFFMANNPersonNm
Person TitleSETTLORPersonTitleTxt
Phone2129969550PhoneNum
Signature2014-04-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNEIL BECOURTNEYPreparerPersonNm
PTINP00011649PTIN
Phone7325780700PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$782,348FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$8,250DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,250DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$24,439NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$31,794GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$24,439CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$32,689TotalRevAndExpnssAmt
Total Net Invst Incm$32,689TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$750AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$750AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,008TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$150OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,758TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$900TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$850TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$33,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$33,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$37,258TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$900TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$34,350TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,569ExcessRevenueOverExpensesAmt
Net Investment Income$31,789NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Corporate Stock BOY$303,521CorporateStockBOYAmt
Corporate Stock EOY$298,952CorporateStockEOYAmt
Corporate Stock EOYFMV$782,348CorporateStockEOYFMVAmt
Total Assets BOY$303,521TotalAssetsBOYAmt
Total Assets EOY$298,952TotalAssetsEOYAmt
Total Assets EOYFMV$782,348TotalAssetsEOYFMVAmt
Loans From Officers BOY$1,077LoansFromOfficersBOYAmt
Loans From Officers EOY$1,077LoansFromOfficersEOYAmt
Total Liabilities BOY$1,077TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,077TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$302,444RetainedEarningBOYAmt
Retained Earning EOY$297,875RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$302,444TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$297,875TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$303,521TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$298,952TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$302,444TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,569ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$297,875SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$297,875TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CENTURY LINKP2007-02-202013-05-13$5,057$5,601-$544-$544
TRAVELERS COMPANIESP1992-11-272013-12-23$6,018$265$5,753$5,753
TRAVELERS COMPANIESP1993-02-222013-12-23$20,719$1,489$19,230$19,230
FieldValueIRS element (for citing)
Capital Gain Net Income$24,439CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$21,125AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$483,123NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.043726DistributionYr1Rt
Adjusted Qlfy Distri Yr2$17,515AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$404,080NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.043345DistributionYr2Rt
Adjusted Qlfy Distri Yr3$19,173AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$343,713NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.055782DistributionYr3Rt
Adjusted Qlfy Distri Yr4$17,957AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$307,697NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.058359DistributionYr4Rt
Adjusted Qlfy Distri Yr5$25,696AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$404,422NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.063538DistributionYr5Rt
Total Distribution0.264750TotalDistributionRt
Average Distribution0.052950AverageDistributionRt
Net Vl Noncharitable Assets$645,799NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$34,195AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$318NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$34,513AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$34,350QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$636InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$636SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$636TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$14EsPenaltyAmt
Tax Due$650TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMR MRS JOHN HOFFMANNIndividualWithBooksNm
Phone2129969550PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11192 PARK AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10128ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnYes (1)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN HOFFMANN
1192 PARK AVENUENEW YORKNY10128SETTLOR0.50$0$0$0
NANCY HOFFMANN
1192 PARK AVENUENEW YORKNY10128SETTLOR0.50$0$0$0
CATHERINE HOFFMANN
34 PARK EAST 68TH STREET APT 1BNEW YORKNY10021TRUSTEE0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$655,633AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$655,633TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$655,633AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,834CashDeemedCharitableAmt
Net Vl Noncharitable Assets$645,799NetVlNoncharitableAssetsAmt
Minimum Investment Return$32,290MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$32,290MinimumInvestmentReturnAmt
Tax Based On Investment Income$636TaxBasedOnInvestmentIncomeAmt
Total Tax$636TotalTaxAmt
Distributable Before Adj$31,654DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$31,654DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$31,654DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$34,350ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$34,350QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$34,350AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31,654DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,423ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,658ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,091ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$8,172TotalExcessDistributionCyovAmt
Qualifying Distributions$34,350QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$31,654AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,696RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$10,868TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$3,423ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,445ExcessDistriCyovToNextYrAmt
Excess From Year4$2,658ExcessFromYear4Amt
Excess From Year3$2,091ExcessFromYear3Amt
Excess From Current Year$2,696ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN HOFFMANNContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
564 PARK AVE PRESERVATION FOUNDATION
564 PARK AVENUENEW YORKNY10065NONEPCUNRESTRICTED$1,000
GARDEN CLUB OF EASTHAMPTON
PO POX 879EASTHAMPTONNY11937NONEPCUNRESTRICTED$500
MOORE BREAST CANCER RESEARCH FDN - NY HOSPITAL
NY HOSPITALNEW YORKNY10065NONEPCUNRESTRICTED$7,500
ST BERNARD'S SCHOOL
4 EAST 98TH STREETNEW YORKNY10029NONEPCUNRESTRICTED$3,000
THE EPISCOPAL SCHOOL
35 EAST 69TH STREETNEW YORKNY10021NONEPCUNRESTRICTED$2,500
THE LIBRARY OF AMERICA
14 EAST 60TH STREETNEW YORKNY10022NONEPCUNRESTRICTED$1,000
THE SPENCE SCHOOL
22 EAST 91ST STREETNEW YORKNY10128NONEPCUNRESTRICTED$2,500
SPRING ISLAND TRUST
40 MOBLEY OAKS LANEOKATIESC29909NONEPCUNRESTRICTED$7,500
WOUNDED WARRIORS
4899 BELFORT ROAD SUITE 300JACKSONVILLEFL32256NONEPCUNRESTRICTED$2,000
HARVARD BUSINESS SCHOOL
SOLDIERS FIELDBOSTONMA02163NONEPCUNRESTRICTED$5,000
GRAY'S HILL FULL GOSPEL DELIVERANCE CHURCH
147 BRUCE K SMALLS DRIVEBEAUFORTSC29906NONEPCUNRESTRICTED$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$33,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,250ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$24,439ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$32,689ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,689TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,500Amt
Net Investment Income$750NetInvestmentIncomeAmt
Disbursements Charitable Prps$750DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-PF, PART VII-B, LINE 1A(2)FormAndLineReferenceDesc
Medium ExplanationA SUBSTANTIAL CONTRIBUTOR OF THE FOUNDATION GAVE A SHORT-TERM NON-INTEREST BEARING LOAN OF $1,077 TO THE FOUNDATION. THIS LOAN MEETS THE DEFINITION OF SELF-DEALING, AND AS SUCH BUT 1(A)(1) OF PART VII-B HAS BEEN CHECKED YES. HOWEVER, BECAUSE THE LOAN IS WITHOUT INTEREST, IT MEETS THE EXCEPTION FOR FORM 4720 AND THEREFORE, FORM 4720 HAS NOT BEEN PREPARED.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKS AND MONEY MARKET FUNDSStockNm
EOY Book Value$298,952EOYBookValueAmt
EOYFMV$782,348EOYFMVAmt

Loans From Officers Schedule LoansFromOfficersSchedule

Loans From Officer LoansFromOfficerGrp

FieldValueIRS element (for citing)
Lender PersonJOHN HOFFMANNLenderPersonNm
Loan Original$1,077LoanOriginalAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NYS DEPT. OF LAW FILING FEE$100$0$100
INVESTMENT FEES$150$150$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$2,008Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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