DAVID J SIMON FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DAVID J SIMON FAMILY CHARITABLE FOUNDATION (EIN 13-4189190)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201433179349100893
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T13:30:37-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN A KEPNISS & ASSOC PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 MOUNTAIN AVENUE | AddressLine1 |
| City | SPRINGFIELD | City |
| State | NJ | State |
| ZIP Code | 07081 | 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 | 134189190 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID J SIMON FAMILY CHARITABLE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | DATED 9/26/2001 DAVID J SIMON TRUSTEE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID J SIMON | InCareOfNm |
| Business Name Control | SIMO | BusinessNameControlTxt |
| Phone | 2126876875 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TWIN CAPITAL MGMT 2 GRAND CENTR | AddressLine1 |
| Address Line2 | 140 EAST 45TH STREET 27TH FLOOR Su | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID SIMON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126876875 | PhoneNum |
| Signature | 2014-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN A KEPNISS | PreparerPersonNm |
| PTIN | P01242552 | PTIN |
| Phone | 2126876875 | 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 | $558,062 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,219 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $940 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,590 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $390,960 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,590 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $44,816 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,530 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,713 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $161 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $161 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,374 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,661 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,224 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,661 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,592 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,869 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,474 | CashBOYAmt |
| Cash EOY | $36,328 | CashEOYAmt |
| Cash EOYFMV | $36,328 | CashEOYFMVAmt |
| Corporate Stock BOY | $528,308 | CorporateStockBOYAmt |
| Corporate Stock EOY | $124,515 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $109,234 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $412,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $412,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $537,782 | TotalAssetsBOYAmt |
| Total Assets EOY | $573,343 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $558,062 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $537,782 | RetainedEarningBOYAmt |
| Retained Earning EOY | $573,343 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $537,782 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $573,343 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $537,782 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $573,343 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $537,782 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,592 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,969 | OtherIncreasesAmt |
| Subtotal | $573,343 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $573,343 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIDELITY ACCT #Z67-508128 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $390,960 | GrossSalesPriceAmt |
| Cost Or Other Basis | $350,370 | CostOrOtherBasisAmt |
| Gain Or Loss | $40,590 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $40,590 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,590 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $64,950 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $479,246 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.135525 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $42,630 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $420,770 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.101314 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $50,795 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $338,977 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.149848 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $52,435 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $257,652 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.203511 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $58,725 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $196,034 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.299565 | DistributionYr5Rt |
| Total Distribution | 0.889763 | TotalDistributionRt |
| Average Distribution | 0.177953 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $147,947 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $26,328 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $379 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $26,707 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,850 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $757 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $757 | SubtotalAmt |
| Tax Based On Investment Income | $757 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $1,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $17 | EsPenaltyAmt |
| Overpayment | $726 | OverpaymentAmt |
| Applied To ES Tax | $726 | 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 |
| 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 | DAVID J SIMON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126876875 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 EAST 45TH ST 27TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID SIMON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TWIN CAPITAL MGMT 2 GRAND CENTR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CHAIRMAN | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $54,568 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $95,632 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $150,200 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $150,200 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,253 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $147,947 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,397 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,397 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $757 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $757 | TotalTaxAmt |
| Distributable Before Adj | $6,640 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,640 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,640 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,850 | 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 | $11,850 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $11,850 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,640 | 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 | $49,263 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $40,149 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $34,964 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,087 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $43,669 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $191,132 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $6,640 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,210 | RemainingDistriFromCorpusAmt |
| Total Corpus | $196,342 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $49,263 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $147,079 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $40,149 | ExcessFromYear4Amt |
| Excess From Year3 | $34,964 | ExcessFromYear3Amt |
| Excess From Year2 | $23,087 | ExcessFromYear2Amt |
| Excess From Year1 | $43,669 | ExcessFromYear1Amt |
| Excess From Current Year | $5,210 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID J SIMON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| BRAEBURN CHARITY | ||||||||
| PO BOX 1802 | PROVIDENCE | RI | 029011802 | N/A | PC | CHARITABLE | $600 | |
| RCDS ANNUAL GIVING | ||||||||
| CEDAR STREET | RYE | NY | 10580 | N/A | PC | CHARITABLE | $10,000 | |
| PREVENT CANCER FOUNDATION | ||||||||
| 1600 DUKE STREET | ALEXANDRIA | VA | 22314 | N/A | PC | CHARITABLE | $500 | SUITE 500 |
| BRONX LAB SCHOOL | ||||||||
| 800 E GUN HILL ROAD - 4TH FLOOR | BRONX | NY | 10467 | N/A | PC | CHARITABLE | $250 | |
| CROWDRISER | ||||||||
| 333 EAST 115TH STREET | NEW YORK | NY | 10029 | N/A | PF | CHARITABLE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,850 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $940 | 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 | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $40,590 | 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 | $41,530 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,530 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | OTHER INVESTMENTS | StockNm |
| EOY Book Value | $124,515 | EOYBookValueAmt |
| EOYFMV | $109,234 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSETS | Desc |
| EOY Book Value | $412,500 | EOYBookValueAmt |
| EOYFMV | $412,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NYS DEPARTMENT OF LAW | $100 | $100 |
| BANK CHARGES | $61 | $61 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OTHER INCREASES | $1,469 |
| UNREALIZED GAIN | $7,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $2,713 | Amt |
Comments