RENEE B FISHER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RENEE B FISHER FOUNDATION (EIN 06-0952015)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-07
- IRS object ID
- 201443119349100009
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Govt Obligations Sch
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-07T10:06:11-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113564118 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIPNER SOFFERMAN & CO LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 JERICHO TPKE STE 402 | AddressLine1 |
| City | JERICHO | City |
| State | NY | State |
| ZIP Code | 11753 | 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 | 060952015 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENEE B FISHER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RENE | BusinessNameControlTxt |
| Phone | 5164874070 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CP FISHER PO BOX 366 | AddressLine1 |
| City | GREEN FARMS | City |
| State | CT | State |
| ZIP Code | 06838 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL FISHER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5164874070 | PhoneNum |
| Signature | 2014-05-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAY LIPNER CPA | PreparerPersonNm |
| PTIN | P00749201 | PTIN |
| Phone | 5164874070 | PhoneNum |
| Preparation | 2014-11-07 | PreparationDt |
| 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 | $15,909,757 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $15,156 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,156 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $15,156 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $294,575 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $294,575 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $294,575 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $190,246 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,130,826 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,450 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $499,977 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $311,181 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $309,731 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $9,750 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $128,555 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $99,036 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $138,305 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $99,036 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $743,679 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $743,679 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $881,984 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $99,036 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $743,679 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$382,007 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $212,145 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $309,731 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $208,149 | CashBOYAmt |
| Cash EOY | $148,988 | CashEOYAmt |
| Cash EOYFMV | $148,988 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,267,204 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,511,807 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,511,807 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $9,148,073 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,580,624 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $14,248,962 | USGovtObligationsEOYFMVAmt |
| Total Assets BOY | $10,623,426 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,241,419 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,909,757 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $10,623,426 | UnrestrictedBOYAmt |
| Unrestricted EOY | $10,241,419 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,623,426 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,241,419 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,623,426 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,241,419 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,623,426 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$382,007 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,241,419 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,241,419 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,450 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $643,054 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,108,008 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049058 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $628,890 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,805,060 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049113 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $569,917 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,641,519 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045083 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $602,031 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,652,683 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051665 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,026,357 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,116,261 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.092329 | DistributionYr5Rt |
| Total Distribution | 0.287248 | TotalDistributionRt |
| Average Distribution | 0.057450 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,644,366 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $841,319 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,121 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $843,440 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $743,679 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,243 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,243 | SubtotalAmt |
| Tax Based On Investment Income | $4,243 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $667 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $667 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $75 | EsPenaltyAmt |
| Tax Due | $3,651 | TaxDueAmt |
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 |
| 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 |
| Individual With Books | CP FISHER | IndividualWithBooksNm |
| Phone | 5164874070 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 365 | AddressLine1 |
| City | GREENS FARMS | City |
| State | CT | State |
| ZIP Code | 06436 | 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 |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DR SHELLEY FISHKIN | ||||||||
| 807 SAN FRANCISCO TERRACE | STANFORD | CA | 94305 | PRES & DIR | 5.00 | $0 | $0 | $0 |
| DR JAMES FISHKIN | ||||||||
| 807 SAN FRANCISCO TERRACE | STANFORD | CA | 94305 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| CP FISHER | ||||||||
| PO BOX 365 | GREENS FARMS | CT | 06436 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,299,303 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,568,074 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,867,377 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $14,867,377 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $223,011 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,644,366 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $732,218 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $732,218 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,243 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,243 | TotalTaxAmt |
| Distributable Before Adj | $727,975 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $727,975 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $727,975 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $743,679 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $743,679 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $743,679 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $727,975 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $328,195 | UndistributedIncomePYAmt |
| Qualifying Distributions | $743,679 | QualifyingDistributionsAmt |
| Applied To Year1 | $328,195 | AppliedToYear1Amt |
| Applied To Current Year | $415,484 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $312,491 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CAROL FISHER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 366 | AddressLine1 |
| City | GREEN FARMS | City |
| State | CT | State |
| ZIP Code | 06838 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2032550707 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATIONS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN JEWISH WORLD SERVICE | |||||
| 45 WEST 36TH ST | NEW YORK | NY | 10018 | DONATION | $30,000 |
| AMERICAN STUDIES ASSCOIAT | |||||
| 1120 19TH ST NW STE 301 | WASHINGTON | DC | 20036 | DONATION | $3,500 |
| COMMUNITY COUNCIL FOR THE HOMELESS | |||||
| 4713 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | DONATION | $7,500 |
| COMMUNITY FOUNDATION OF G | |||||
| 70 AUDUBON ST | NEW HAVEN | CT | 06510 | DONATION | $250,000 |
| CONNECTICUT CENTER FOR NON VIOLENCE | |||||
| FOUNDERS PLAZA | EAST HARTFORD | CT | 06108 | DONATION | $5,000 |
| FRIENDS OF BANCROFT LIBRARY | |||||
| SOUTH HALL ROAD | BERKELEY | CA | 94720 | DONATION | $10,000 |
| FRIENDS OF GREENBURGH PUBLIC LIBRAR | |||||
| 300 E MAIN ST | ELMSFORD | NY | 10523 | DONATION | $1,200 |
| FRIENDS OF THE DANBURY PUBLIC LIBRA | |||||
| PO BOX 3913 | DANBURY | CT | 06813 | DONATION | $2,691 |
| FRIENDS OF THE LIBRARY OF HAWAII | |||||
| 690 POHUKAINA ST | HONOLULU | HI | 96813 | DONATION | $6,450 |
| FRIENDSHIP PLACE AIM HIRE PROGRAM | |||||
| 4713 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | DONATION | $15,000 |
| HARFORD COUNTY LIBRARY ABERDEEN | |||||
| 21 FRANKLIN ST | ABERDEEN | MD | 21001 | DONATION | $550 |
| LANCASTER PUBLIC LIBRARY | |||||
| 125 NORTH DUKE ST | LANCASTER | PA | 17602 | DONATION | $8,780 |
| MEDIA UPPER PROVIDENCE LIBBRARY | |||||
| 1 EAST FRONT STREET | MEDIA | PA | 19603 | DONATION | $3,034 |
| MAZON | |||||
| 10495 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | DONATION | $15,000 |
| NEIGHBORHOOD MUSIC SCHOOL | |||||
| 100 AUDUBON ST | NEW HAVEN | CT | 06510 | DONATION | $42,074 |
| NEVER SURRENDER TO PARKINSONS INC | |||||
| 15 OLD MILL RD | WESTPORT | CT | 06880 | DONATION | $7,500 |
| OXFAM AMERICA | |||||
| 226 CAUSEWAY STREET | BOSTON | MA | 021142206 | DONATION | $20,000 |
| PEQUOT LIBRARY | |||||
| 720 PEQUOT AVE | SOUTHPORT | CT | 06890 | DONATION | $20,000 |
| PORT ANGELES FRIENDS OF THE LIBRARY | |||||
| 2210 SOUTH PEABODY STREET | PORT ANGELES | WA | 98362 | DONATION | $1,400 |
| REMOTE AREA MEDICAL FOUNDATION | |||||
| 2200 STOCK CREEK BLVD | ROCKFORD | TN | 37853 | DONATION | $5,000 |
| SILICON VALLEY COMMUNITY FOUNDATION | |||||
| 2440 WEST EL CAMINO REAL | MT VIEW | CA | 94040 | DONATION | $250,000 |
| SOUTHERN POVERTY CENTER | |||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | DONATION | $10,000 |
| STAPLES HILL SCHOOL PTA | |||||
| 70 NORTH AVENUE | WESTPORT | CT | 06880 | DONATION | $16,000 |
| UC-REGENTSACGCC | |||||
| 1111 FRANKLIN STREET | OAKLAND | CA | 94607 | DONATION | $8,000 |
| FRIENDS OF THE YORK COUNTRY LIBRARY | |||||
| 138 EAST BLACK STREET | ROCK HILL | SC | 29730 | DONATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $743,679 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,156 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $294,575 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $190,246 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $309,731 | ExclusionAmt |
| Related Or Exempt Function Incm | $190,246 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $499,977 | 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 | LIPNER, SOFFERMAN &CO, LLP | CategoryTxt |
| Amt | $9,750 | Amt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (3 entries)
| DR SHELLEY FISHKIN |
| DR JAMES FISHKIN |
| CP FISHER |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (55 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| AT CROSS COMPANY | PURCHASE | $9,560 | $2,570 | $6,990 |
| AMERICAN FINL GROUP INC | PURCHASE | $27,849 | $5,642 | $22,207 |
| B&G FOODS HLDGS INC | PURCHASE | $17,405 | $4,985 | $12,420 |
| B&G FOODS HLDGS INC | PURCHASE | $17,404 | $6,832 | $10,572 |
| CANTEL MEDICAL CORPORATION | PURCHASE | $44,331 | $5,776 | $38,555 |
| CONTAX PARTICIPACOES SA | PURCHASE | $561 | $561 | |
| COOPER COMPANY INC NEW | PURCHASE | $38,351 | $13,389 | $24,962 |
| DE MASTER BLENDERS | PURCHASE | $33,730 | $41,746 | -$8,016 |
| DANONE | PURCHASE | $7,250 | $5,865 | $1,385 |
| DANONE | PURCHASE | $7,250 | $5,765 | $1,485 |
| EVEREST | PURCHASE | $25,000 | $25,000 | |
| HJ HEINZ CO | PURCHASE | $21,243 | $10,674 | $10,569 |
| IBM CORP | PURCHASE | $31,000 | $28,750 | $2,250 |
| ING GROUP NV | PURCHASE | $25,000 | $25,000 | |
| JC PENNEY CO INC | PURCHASE | $7,060 | $13,217 | -$6,157 |
| JC PENNEY CO INC | PURCHASE | $7,060 | $10,695 | -$3,635 |
| JP MORGAN CHASE | PURCHASE | $25,000 | $25,000 | |
| JP MORGAN CHASE XI | PURCHASE | $25,000 | $25,000 | |
| MAKO SURGICAL CORP | PURCHASE | $7,620 | $6,013 | $1,607 |
| MAKO SURGICAL CORP | PURCHASE | $7,620 | $6,300 | $1,320 |
| MERISEL INC | PURCHASE | $85 | $2,167 | -$2,082 |
| NATIONAL RURAL UTILITIES CFC | PURCHASE | $25,000 | $25,264 | -$264 |
| NESTLE SA-SPONSORED ADR | PURCHASE | $20,829 | $8,043 | $12,786 |
| NESTLE SA-SPONSORED ADR | PURCHASE | $29,564 | $10,993 | $18,571 |
| NESTLE SA-SPONSORED ADR | PURCHASE | $33,595 | $12,888 | $20,707 |
| NIC INC | PURCHASE | $24,790 | $4,665 | $20,125 |
| OSIRIS THERAPEUTICS INC | PURCHASE | $8,385 | $3,345 | $5,040 |
| PDL BIOPHARMA INC | PURCHASE | $8,010 | $5,860 | $2,150 |
| PRUDENTIAL FINANCIAL | PURCHASE | $25,000 | $25,000 | |
| PSIVIDA CORP | PURCHASE | $4,700 | $4,410 | $290 |
| PSIVIDA CORP | PURCHASE | $4,700 | $4,381 | $319 |
| ROTECH HEALTHCARE INC NEW | PURCHASE | $5,536 | -$5,536 | |
| SARETA THERAPEUTICS INC | PURCHASE | $19,869 | $5,351 | $14,518 |
| SPARTECH CORP NEW | PURCHASE | $430 | $3,967 | -$3,537 |
| STAPLES INC | PURCHASE | $524 | $693 | -$169 |
| STAPLES INC | PURCHASE | $3,841 | $4,805 | -$964 |
| STAPLES INC | PURCHASE | $4,365 | $5,998 | -$1,633 |
| STAPLES INC | PURCHASE | $5,820 | $6,595 | -$775 |
| TESCO PLC | PURCHASE | $6,100 | $6,076 | $24 |
| TREEHOUSE FOODS INC | PURCHASE | $5,120 | $5,120 | |
| TREEHOUSE FOODS INC | PURCHASE | $24,138 | $8,760 | $15,378 |
| TREEHOUSE FOODS INC | PURCHASE | $21,943 | $5,696 | $16,247 |
| TURKCELL ILETISIM | PURCHASE | $10,269 | $12,115 | -$1,846 |
| TURKCELL ILETISIM | PURCHASE | $4,401 | $4,626 | -$225 |
| UIT FIRST TRUST DOW TARGET 10 | PURCHASE | $37,954 | $33,445 | $4,509 |
| UNITED STATES TREASURY BILL | PURCHASE | $600,000 | $599,565 | $435 |
| UNITED STATES TREASURY BILL | PURCHASE | $750,000 | $749,527 | $473 |
| WELLS FARGO CAP XII | PURCHASE | $25,000 | $25,000 | |
| WELLS FARGO CAPITAL VII | PURCHASE | $25,000 | $25,328 | -$328 |
| WELLS FARGO CAPITAL VII | PURCHASE | $14,650 | $14,637 | $13 |
| TRONOX INCORPORATED | PURCHASE | $4,197 | -$4,197 | |
| FRONTIER INSURANCE GROUP INC | PURCHASE | $1,956 | -$1,956 | |
| FRONTIER INSURANCE GROUP INC | PURCHASE | $13,649 | -$13,649 | |
| FRONTIER INSURANCE GROUP INC | PURCHASE | $19,555 | -$19,555 | |
| FRONTIER INSURANCE GROUP INC | PURCHASE | $8,268 | -$8,268 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $8,580,624 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $14,248,962 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| OFFICE | $16,442 | |
| CONSULTING FEES | $9,291 | |
| BANK CHARGES | $69 | |
| CUSTODIAL FEES | $99,036 | $99,036 |
| STORAGE | $3,717 |