ANNE ANASTASI CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ANNE ANASTASI CHARITABLE FOUNDATION (EIN 13-4013290)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-14
- IRS object ID
- 201442269349101119
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-14T16:09:36-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | 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 | 134013290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anne Anastasi Charitable Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % FOUNDATION SOURCE | InCareOfNm |
| Business Name Control | ANNE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jonathan Galente | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-08-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | 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 | $5,887,354 | 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 |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $111 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $111 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $151,750 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $151,750 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $565,703 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,677,875 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $567,907 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,717 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $537 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $719,281 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $720,305 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $77,152 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,152 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $36,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,859 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $359 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $381 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $381 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,795 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,849 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,945 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $110,187 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,360 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $65,326 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $216,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $216,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $326,887 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,360 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $282,026 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $392,394 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $676,945 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $396,054 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $180,823 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $180,823 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $875,961 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $424,185 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $418,932 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,257,556 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,202,031 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,504,933 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $639,438 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,727,653 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,752,467 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $26,711 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $30,199 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,169,009 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,561,403 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,887,354 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,169,009 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,561,403 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,169,009 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,561,403 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,169,009 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,561,403 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,169,009 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $392,394 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,561,403 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,561,403 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $6,677,875 | $6,108,876 | $568,999 | $568,999 |
| PASSTHROUGH K1 CAPITAL GAIN/(LOSS) | -$1,092 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $567,907 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $278,871 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,546,409 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05028 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $270,066 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,732,930 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047108 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $273,586 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,578,644 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049042 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $284,405 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,270,210 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053965 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $229,512 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,830,588 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039363 | DistributionYr5Rt |
| Total Distribution | 0.239758 | TotalDistributionRt |
| Average Distribution | 0.047952 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,631,336 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $270,034 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,769 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $276,803 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $282,026 | 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 | $6,769 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,769 | SubtotalAmt |
| Tax Based On Investment Income | $6,769 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,900 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,869 | AppliedToEsTaxAmt |
| Total Payments And Credits | $6,769 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | 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 |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| De Anna Galente | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 |
| Jonathan Nicholas Galente | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chairman of the Board | 1.0 | $0 |
| Vincent P Gianatasio | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Sec | 1.0 | $0 |
| Phil Greco | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 |
| Kevin Kitson | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas | 1.0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,479,184 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $237,908 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,717,092 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,717,092 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,756 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,631,336 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $281,567 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $281,567 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,769 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,769 | TotalTaxAmt |
| Distributable Before Adj | $274,798 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $274,798 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $274,798 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $282,026 | 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 | $282,026 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,769 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $275,257 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $274,798 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $270,073 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Qualifying Distributions | $282,026 | QualifyingDistributionsAmt |
| Applied To Year1 | $270,073 | AppliedToYear1Amt |
| Applied To Current Year | $11,953 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $262,845 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN PSYCHOLOGICAL ASSOCIATION | ||||||||
| 750 1ST ST NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $10,000 | |
| ARTS ON THE LAKE INC | ||||||||
| 640 RTE 52 | KENT LAKES | NY | 10512 | N/A | PC | General & Unrestricted | $5,000 | |
| BLESSED MARGARETS CANCER RELIEF FUND INC | ||||||||
| ROSARY HILL HOME | HAWTHORNE | NY | 10532 | N/A | PC | General & Unrestricted | $10,000 | |
| BLYTHEDALE CHILDREN'S HOSPITAL | ||||||||
| 95 BRADHURST AVE | VALHALLA | NY | 10595 | N/A | PC | General & Unrestricted | $5,000 | |
| BOSTON COLLEGE | ||||||||
| LYONS HALL | CHESTNUT HILL | MA | 02467 | N/A | PC | General & Unrestricted | $5,000 | |
| CARDINAL MCCLOSKEY SCHOOL & HOME FOR CHILDREN INC | ||||||||
| 115 E STEVENS AVE STE LL5 | VALHALLA | NY | 10595 | N/A | PC | General & Unrestricted | $15,000 | |
| CHILDRENS HOSPITAL FDN AT WESTCHESTER MEDICal ctr | ||||||||
| TAYLOR PAVILION 100 WOODS RD | VALHALLA | NY | 10595 | N/A | PC | General & Unrestricted | $5,000 | |
| COLLABORATIVE CONCEPTS INC | ||||||||
| 126 BRYANT POND RD | PUTNAM VALLEY | NY | 10579 | N/A | PC | General & Unrestricted | $7,500 | |
| ENDURE TO CURE PEDIATRIC CANCER FOUNDATION | ||||||||
| 1201 N ORANGE ST STE 700-7089 | WILMINGTON | DE | 19801 | N/A | PC | General & Unrestricted | $1,000 | |
| FRANCISCAN SISTERS OF THE ATONEMENT | ||||||||
| 41 OLD HIGHLAND TPKE GRAYMOOR | GARRISON | NY | 10524 | N/A | PC | General & Unrestricted | $10,000 | |
| FRANCISCAN FRIARS OF THE ATONEMENT | ||||||||
| PO BOX 301 | GARRISON | NY | 10524 | N/A | PC | General & Unrestricted and New phone project | $10,000 | |
| FRIENDS OF THE SENIOR CITIZENS OF PUTNAM CTY INc | ||||||||
| 110 OLD RTE 6 STE 1 | CARMEL | NY | 10512 | N/A | PC | General & Unrestricted | $1,500 | |
| GARRISONS LANDING ASSOCIATION INC | ||||||||
| PO BOX 205 | GARRISON | NY | 10524 | N/A | PC | General & Unrestricted | $10,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||||
| 3 GARRETT PL | CARMEL | NY | 10512 | N/A | PC | General & Unrestricted | $3,000 | |
| JESUIT SEMINARY & MISSION FUND NEW ORLEANS | ||||||||
| 710 BARONNE ST STE B | NEW ORLEANS | LA | 70113 | N/A | PC | Jesuit Seminary Mission St. Charles College Fund | $5,000 | |
| KENT FIRE DISTRICT NUMBER ONE | ||||||||
| 2490 RTE 301 | CARMEL | NY | 10512 | N/A | PC | General & Unrestricted | $14,700 | |
| KIDNEYLIFE FOUNDATION INC | ||||||||
| 80 OAK NECK LN | WEST ISLIP | NY | 11795 | N/A | PC | General & Unrestricted | $4,500 | |
| LE CATS ON THE WATER | ||||||||
| 1024 166TH ST APT 4B | WHITESTONE | NY | 11357 | N/A | PC | General & Unrestricted | $10,000 | |
| LITERARY UNION OF CARMEL NY INC | ||||||||
| 1733 RTE 6 | CARMEL | NY | 10512 | N/A | PC | General & Unrestricted | $5,000 | |
| M Hoekstra | ||||||||
| 58 Seifert Lane | Putnam Valley | NY | 10579 | NONE | N/A | Hardship Assistance Grant | $5,000 | |
| MENTORING USA INC | ||||||||
| 5 HANOVER SQ FL 17 | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $1,000 | |
| NY FOUNDLING HSPTL CTR FOR PEDIATRIC Med & rehab | ||||||||
| 300 CORPORATE BLVD S | YONKERS | NY | 10701 | N/A | PC | General & Unrestricted | $6,500 | |
| NEW YORK ORGAN DONOR NETWORK | ||||||||
| 460 W 34TH ST FL 15 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $500 | |
| NEWBURGH MINISTRY INC | ||||||||
| 9 JOHNSTON ST | NEWBURGH | NY | 12550 | N/A | PC | General & Unrestricted | $1,000 | |
| NYSARC INC | ||||||||
| 31 INTERNATIONAL BLVD | BREWSTER | NY | 10509 | N/A | PC | General & Unrestricted | $2,500 | |
| PHILIPSTOWN GARDEN CLUB INC | ||||||||
| PO BOX 255 | GARRISON | NY | 10524 | N/A | PC | General & Unrestricted | $1,500 | |
| PUTNAM ARTS COUNCIL | ||||||||
| PO BOX 156 | MAHOPAC | NY | 10541 | N/A | PC | General & Unrestricted | $5,500 | |
| PUTNAM COUNTY CHILDRENS COMMITTEE INC | ||||||||
| PO BOX 187 | CARMEL | NY | 10512 | N/A | PC | General & Unrestricted | $2,500 | |
| PUTNAM COUNTY COMMISSIONER OF FINANCE | ||||||||
| 40 GLENEIDA AVE | CARMEL | NY | 10512 | N/A | PC | Putnam Northern Westchester Fire Police Association Program | $5,000 | |
| PUTNAM COUNTY VOLUNTEER FIREMENS ASSOCIATION | ||||||||
| 854 BERKSHIRE RD | WINGDALE | NY | 12594 | N/A | PC | P.C.F.P.T. Fund | $3,500 | |
| PUTNAM FELINES INC | ||||||||
| 328 LAKE SHORE RD | PUTNAM VALLEY | NY | 10579 | N/A | PC | General & Unrestricted | $1,000 | |
| PUTNAM HOSPITAL CENTER | ||||||||
| 670 STONELEIGH AVE | CARMEL | NY | 10512 | N/A | PC | General & Unrestricted | $5,000 | |
| PUTNAM VALLEY RESIDENTS COALITION CORP | ||||||||
| PO BOX 321 | PUTNAM VALLEY | NY | 10579 | N/A | PC | General & Unrestricted | $2,500 | |
| SAN MIGUEL ACADEMY OF NEWBURGH | ||||||||
| 15 CHESTER AVE | WHITE PLAINS | NY | 10601 | N/A | PC | General & Unrestricted | $1,500 | |
| SERVANTS OF RELIEF FOR INCURABLE CANCER | ||||||||
| 600 LINDA AVE | HAWTHORNE | NY | 10532 | N/A | PC | General & Unrestricted | $5,000 | |
| ST BARNABAS HOSPITAL | ||||||||
| BRAKER BLDG | BRONX | NY | 10457 | N/A | PC | General & Unrestricted | $5,000 | 4422 3RD AVE 2nd FL |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | ||||||||
| 262 DANNY THOMAS PL MSC 512 | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $2,500 | |
| STELLA MARIS RETREAT CENTER | ||||||||
| 981 OCEAN AVE | ELBERON | NJ | 07740 | N/A | PC | General & Unrestricted | $10,000 | |
| TOWN OF PUTNAM VALLEY | ||||||||
| 265 OSCAWANA LAKE RD | PUTNAM VALLEY | NY | 10579 | N/A | PC | General & Unrestricted | $4,000 | |
| TRINITY LUTHERAN CHURCH | ||||||||
| 2103 RTE 6 | BREWSTER | NY | 10509 | N/A | PC | General & Unrestricted | $500 | |
| UNIVERSITY OF AKRON FOUNDATION | ||||||||
| 302 BUCHTEL MALL | AKRON | OH | 44325 | N/A | PC | General & Unrestricted | $500 | |
| WESTCHESTER CHILDRENS ASSOCIATION INC | ||||||||
| 470 MAMARONECK AVE STE 3040 | WHITE PLAINS | NY | 10605 | N/A | PC | General & Unrestricted | $2,500 | |
| WESTCHESTER COMMUNITY OPPORTUNITY PROGRAM INC | ||||||||
| 2269 SAW MILL RIVER RD | ELMSFORD | NY | 10523 | N/A | PC | Putnam County Community Action Program | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $216,700 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $111 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $151,750 | 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 | $565,703 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 Inc/Loss | 14 | $537 |
| Federal Tax Refund | 01 | $1,180 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $719,281 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $719,281 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (25 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK AMER FDG CORP SR NT 6.50% | $28,872 | $28,227 |
| BEAR STEARNS COS IN NTS 06.400 | $32,156 | $34,816 |
| BOSTON PROPERTIES LPNOTES 05.6 | $25,303 | $28,126 |
| CHESAPEAKE ENERGY CORP SR NT | $33,375 | $32,513 |
| CNI FIXED INCOME OPPORTUNITIES | $1,098,110 | $1,105,896 |
| CONSTELLATION BRANDS INC - 7.2 | $29,281 | $29,063 |
| FIRST HORIZON NATL CORP-5.375% | $36,251 | $37,621 |
| GE CAP CORP MTN BE FR - 6.750% | $20,794 | $30,855 |
| GOLDMAN SACHS GROUP INC 5.750% | $34,391 | $33,418 |
| HANESBRANDS INC - 6.375% - 12/ | $27,125 | $27,344 |
| HCP INC NOTE - 02.625% - 02/01 | $30,352 | $28,596 |
| HEALTH CARE REIT INC - 4.700% | $25,468 | $27,175 |
| HERTZ CORP SR NT - 6.750% - 04 | $27,344 | $26,688 |
| HEWLETT PACKARD CO GLBL NT 2.1 | $14,698 | $15,313 |
| KINDER MORGAN ENERGYNOTE 05.95 | $29,844 | $28,410 |
| LAZARD LLC SR NT 6.85000% 06/1 | $16,805 | $16,913 |
| LIMITED BRANDS INC NT - 6.900% | $27,875 | $28,750 |
| PEABODY ENERGY CORP - 7.375% - | $28,063 | $28,125 |
| PETROBAS INTL FIN COBONDS 5.87 | $31,100 | $31,974 |
| REGIONS FINANCIAL CORP 7.75% 1 | $8,800 | $8,440 |
| SALLY HLDGS LLC SR NT 6.87500% | $27,781 | $27,625 |
| SLM CORP NOTE 03.875% - 09/10 | $26,063 | $25,844 |
| TESORO CORP SR NT 4.250% - 10/ | $31,725 | $31,275 |
| VALE OVERSEAS LTD GTD NT 5.625 | $30,527 | $32,547 |
| YUM BRANDS INC NOTE 6.250% 03/ | $5,550 | $6,913 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (106 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $19,434 | $24,876 |
| ACCENTURE PLC | $15,958 | $25,899 |
| ALLERGAN INC. | $20,953 | $32,102 |
| ALTRIA GROUP INC | $37,426 | $45,531 |
| AMERICAN ELECTRIC POWER INC | $40,138 | $44,356 |
| AMERICAN EXPRESS CO | $26,934 | $30,848 |
| AMERICAN WATER WORKS COMPANY | $18,540 | $19,017 |
| APPLE INC. | $48,206 | $58,907 |
| ASSOCIATED ESTATES REALTY CORP | $40,812 | $43,817 |
| AT&T CORP | $38,509 | $41,700 |
| B&G FOODS INC | $26,899 | $26,789 |
| BIOGEN IDEC INC | $22,250 | $22,366 |
| BRISTOL-MYERS SQUIBB CO | $2,915 | $4,943 |
| CAMERON INTERNATIONAL CORP | $17,522 | $17,859 |
| CASEY'S GENERAL STORES, INC. | $18,863 | $17,563 |
| CELGENE CORP | $40,308 | $43,932 |
| CHEVRON CORP | $3,464 | $4,122 |
| CIENA CORP | $21,652 | $20,819 |
| CINCINNATI FINANCIAL CORP | $27,617 | $30,375 |
| CISCO SYSTEMS INC | $18,134 | $16,823 |
| CIT GROUP INC | $19,203 | $20,331 |
| CITIGROUP INC | $26,336 | $28,139 |
| CNI EMERGING MARKETS FD | $269,049 | $282,197 |
| COMCAST CORP | $22,877 | $27,544 |
| CONAGRA FOODS INC | $11,515 | $11,795 |
| CONSOLIDATED COMMUNICATIONS | $27,725 | $31,015 |
| CONTINENTAL RESOURCES INC | $21,894 | $22,504 |
| COSTCO WHOLESALE CORP | $24,538 | $24,994 |
| COVIDIEN LTD | $17,449 | $19,749 |
| CUMMINS INC | $22,936 | $23,965 |
| CVS CAREMARK CORP. | $26,796 | $30,059 |
| DIAGEO PLC ADS | $6,705 | $12,580 |
| DIRECTV GROUP | $22,668 | $25,552 |
| DOMINION RESOURCES INC | $25,347 | $27,299 |
| DR PEPPER SNAPPLE GROUP, INC | $27,189 | $30,206 |
| DUKE ENERGY CO | $25,772 | $27,742 |
| EBAY INC. | $17,605 | $18,491 |
| EMC CORP-MASS | $21,330 | $19,869 |
| EPR PROPERTIES | $23,388 | $26,694 |
| EXXON MOBIL CORP | $20,409 | $22,264 |
| GILEAD SCIENCES INC | $31,096 | $39,052 |
| GOOGLE INC | $22,689 | $45,949 |
| GOVERNMENT PROPERTIES INCOME | $40,505 | $41,748 |
| HEALTH CARE REIT INC. | $25,271 | $23,142 |
| HEALTHCARE TRUST OF AMERICA | $26,418 | $25,190 |
| HERTZ GLOBAL HOLDINGS INC | $20,907 | $22,896 |
| HEXCEL CP DELAWARE | $14,014 | $16,088 |
| HOME DEPOT INC. | $26,575 | $28,819 |
| INTERNATIONAL PAPER CO. | $16,155 | $17,651 |
| INTUITIVE SURGICAL, INC. | $14,624 | $15,363 |
| ISHARES RUSSELL MIDCAP G IN FD | $68,715 | $74,406 |
| ISHARES RUSSELL MIDCAP VALUE | $68,168 | $73,332 |
| ISHARES S&P SMALLCAP 600 GRWTH | $68,738 | $75,792 |
| ISHARES S&P SMALLCAP 600 VALUE | $68,418 | $75,101 |
| JOHNSON & JOHNSON | $9,400 | $14,013 |
| JP MORGAN CHASE & CO | $35,458 | $38,597 |
| KAYNE ANDERSON MLP INV CO | $40,228 | $44,234 |
| KIMBERLY CLARK CORP | $7,291 | $10,759 |
| KINDER MORGAN INC | $40,936 | $41,040 |
| KRAFT FOODS GROUP, INC. | $39,787 | $41,942 |
| LIBERTY PROPERTY TRUST SBI | $39,943 | $39,289 |
| LOWES COMPANIES INC. | $20,044 | $19,820 |
| LTC PROPERTIES INC | $27,066 | $26,543 |
| M&T BANK CORP | $19,950 | $19,791 |
| MAGNA INTERNATIONAL INC. | $19,074 | $18,053 |
| MATTELL INC. | $40,135 | $44,249 |
| MCDONALD'S CORP | $9,537 | $10,285 |
| MERCK & CO INC. | $15,459 | $19,770 |
| MFF ORION FT | $222,277 | $224,021 |
| MYLAN INC. | $19,085 | $20,832 |
| NATIONAL RETAIL PROPERTIES INC | $40,655 | $38,216 |
| NATL OILWELL VARCO | $29,689 | $30,221 |
| NORTHEAST UTIL | $27,289 | $27,977 |
| OCCIDENTAL PETROLEUM CORP | $18,825 | $19,020 |
| PEPSICO INC | $3,442 | $4,811 |
| PHILIP MORRIS INTL | $38,260 | $39,731 |
| PPL CORPORATION | $40,032 | $40,020 |
| PROCTER GAMBLE CO | $4,153 | $5,292 |
| PROSPECT CAPITAL CORPORATION | $26,915 | $26,367 |
| PRUDENTIAL FINCL INC | $33,686 | $40,577 |
| PULTE GROUP INC. | $16,737 | $20,574 |
| QUALCOMM INC | $23,609 | $33,338 |
| QUANTA SVCS INC. | $18,043 | $20,514 |
| SCANNA CORPORATION | $27,058 | $27,219 |
| SCHLUMBERGER LTD | $21,974 | $29,466 |
| SENIOR HOUSING PPTYS TR REIT | $27,745 | $25,498 |
| SIRVA INC | $40,147 | $44,656 |
| SPECTRA ENERGY CORP | $26,524 | $26,715 |
| STARBUCKS CORP | $13,499 | $29,083 |
| STATE STREET CORPORATION | $26,798 | $29,356 |
| SYSCO CORP | $26,764 | $29,963 |
| TEXTRON INC. | $15,070 | $18,748 |
| THERMO FISHER SCIENTIFIC INC | $24,213 | $28,951 |
| TRANSCANADA CORP | $27,208 | $28,309 |
| UIL HOLDINGS CORP | $27,567 | $28,288 |
| UNION PACIFIC | $16,666 | $18,480 |
| UNITED TECHNOLOGIES CORP | $21,514 | $22,760 |
| VECTOR GROUP LTD | $27,457 | $27,502 |
| VECTREN CORPORATION | $27,017 | $28,755 |
| VERISK ANALYTICS, INC | $13,039 | $13,144 |
| VERIZON COMMUNICATIONS | $36,415 | $42,113 |
| VISA INC | $28,956 | $38,301 |
| WELLS FARGO & CO. | $28,074 | $30,872 |
| WESTAR ENERGY INC. | $27,030 | $28,310 |
| WHITEWAVE FOODS COMPANY | $17,953 | $21,564 |
| XCEL ENERGY INC | $26,780 | $26,822 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $424,185 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $418,932 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BROOKFIELD INFRASTRUCTURE | CategoryOrItemTxt |
| Book Value | $26,711 | BookValueAmt |
| EOYFMV | $30,199 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $28,430 | $28,430 | |
| Bank Charges | $1,500 | $1,500 | |
| K-1 Exp BROOKFIELD INFRASTRUCT | $3 | $2 | |
| K-1 EXP DB COMMODITY INDEX TR | $347 | $347 | |
| Public Disclosure Ad | $265 | $265 | |
| State or Local Filing Fees | $250 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss BROOKFIELD INFRASTRUCTURE | $506 | $506 |
| K-1 Inc/Loss DB COMMODITY INDEX TRACKING | $31 | $31 |
| Federal Tax Refund | $1,180 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $41,152 | $41,152 | |
| PHILANTHROPIC CONSULTING SVCS | $36,000 | $36,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2013 | $1,500 | |
| Foreign Tax Paid | $359 | $359 |
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