RIES FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- RIES FOUNDATION (EIN 36-2545485)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201311339349102286
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T16:31:12-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER COOPER & CO LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1751 Lake Cook Road Suite 400 | AddressLine1 |
| City | Deerfield | City |
| State | IL | State |
| ZIP Code | 60015 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362545485 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ries Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % DR MICHAEL RIES | InCareOfName |
| Name Control | RIES | NameControl |
| Phone | 3127871496 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 N State Street | AddressLine1 |
| Address Line2 | Suite Unit 11 | AddressLine2 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60610 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael Ries | Name |
| Title | President | Title |
| Phone | 8472055000 | Phone |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8472055000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 657218 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1800 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 19498 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 19498 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 79871 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 206923 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 79871 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 73 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 73 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 101242 | TotalRevenueAndExpenses |
| Total Net Investment Income | 99442 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 3000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 2608 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2608 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 2000 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 10 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 7618 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2608 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 45535 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 45535 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 53153 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2608 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 45535 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 48089 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 96834 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 7612 | CashBOY |
| Cash EOY | 3867 | CashEOY |
| Cash EOYFMV | 3867 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 104284 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 118 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 118 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 49981 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 50000 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 50110 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 179242 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 283938 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 450207 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 100649 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 151934 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 152187 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 729 | OtherAssetsBOY |
| Other Assets EOY | 729 | OtherAssetsEOY |
| Other Assets EOYFMV | 729 | OtherAssetsEOYFMV |
| Total Assets BOY | 442497 | TotalAssetsBOY |
| Total Assets EOY | 490586 | TotalAssetsEOY |
| Total Assets EOYFMV | 657218 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 442497 | UnrestrictedBOY |
| Unrestricted EOY | 490586 | UnrestrictedEOY |
| Total Net Assets BOY | 442497 | TotalNetAssetsBOY |
| Total Net Assets EOY | 490586 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 442497 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 490586 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 442497 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 48089 | ExcessOfRevenueOverExpenses |
| Subtotal | 490586 | Subtotal |
| Total Net Assets Fund Balances EOY | 490586 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 173358 | 90503 | 82855 | 82855 |
| PUBLICLY TRADED SECURITIES | P | 33565 | 36549 | -2984 | -2984 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 79871 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 17025 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 399774 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.042587 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 15704 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 363352 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.04322 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 13411 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 352019 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.038097 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 23918 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 442290 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.054078 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 11705 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 400131 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.029253 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.207235 | TotalDistributionRatio |
| Average Distribution Ratio | 0.041447 | AverageDistributionRatio |
| Net Noncharitable Assets | 669716 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 27758 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 968 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 28726 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 45535 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 968 | InvestmentIncomeExciseTax |
| Subtotal | 968 | Subtotal |
| Tax Based On Investment Income | 968 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 763 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 763 | TotalCreditsAndPayments |
| Penalty For Underpayment | 2 | PenaltyForUnderpayment |
| Tax Due | 207 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | n/a | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR MICHAEL RIES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3127871496 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 N STATE STREET | AddressLine1 |
| City | chicago | City |
| State | IL | State |
| ZIP Code | 60610 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Dr Michael H Ries | ||||||
| 1000 N State Street | Chicago | IL | 60610 | president, treas, director | 0 | 0 |
| Dr Elaine Leboff-Ries | ||||||
| 1000 N State Street | Chicago | IL | 60610 | vice president, secr, director | 0 | 0 |
| Jeffrey Ries | ||||||
| 1000 N State Street | Chicago | IL | 60610 | director | 0 | 0 |
| Laura Ries | ||||||
| 1000 N State Street | Chicago | IL | 60610 | director | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 668057 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 11129 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 729 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 679915 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 679915 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10199 | CashDeemedCharitable |
| Net Noncharitable Assets | 669716 | NetNoncharitableAssets |
| Minimum Investment Return | 33486 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 33486 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 968 | TaxBasedOnInvestmentIncome |
| Total Tax | 968 | TotalTax |
| Distributable Amount Before Adj | 32518 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 32518 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 32518 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 45535 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 45535 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 968 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 44567 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 32518 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 2340 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 45535 | QualifyingDistributions |
| Applied To Year1 | 2340 | AppliedToYear1 |
| Applied To Current Year | 32518 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 10677 | RemainingDistriFromCorpus |
| Total Corpus | 10677 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 10677 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 10677 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| jewish united fund | ||||||||
| 30 s wells | chicago | IL | 60606 | none | public charity | charitable gift | $17,575 | |
| us holocaust memorial | ||||||||
| 595 elm place | highland park | IL | 60035 | none | public charity | charitable gift | $3,600 | |
| illinois holocaust museum & education center | ||||||||
| 9603 Woods Drive | Skokie | IL | 60077 | none | public charity | charitable gift | $1,200 | |
| northwestern university | ||||||||
| 1201 Davis Street | evanston | IL | 60208 | none | public charity | charitable gift | $10,000 | |
| facing history and ourselves | ||||||||
| 200 east randolph street | chicago | IL | 60601 | none | public charity | charitable gift | $1,000 | |
| am shalom | ||||||||
| 840 vernon ave | glencoe | IL | 60022 | none | public charity | charitable gift | $2,000 | |
| advocate health care | ||||||||
| 205 w touhy ave | park ridge | IL | 60068 | none | public charity | charitable gift | $500 | |
| american jewish committee | ||||||||
| 165 east 56 street | new york | NY | 10022 | none | public charity | charitable gift | $400 | |
| foundation for sarcoidosis research | ||||||||
| 1820 w webster ave suite 304 | chicago | IL | 60614 | none | public charity | charitable gift | $350 | |
| ezra-habonim niles township jewish congregation | ||||||||
| 4500 dempster st | skokie | IL | 60076 | none | public charity | charitable gift | $25 | |
| the selfhelp home | ||||||||
| 908 w argyle street | chicago | IL | 60640 | none | public charity | charitable gift | $725 | |
| alzheimer's association | ||||||||
| 225 n michigan avefl 17 | chicago | IL | 60601 | none | public charity | charitable gift | $85 | |
| rosalind franklin universtiy | ||||||||
| 3333 n green bay rd | north chicago | IL | 60064 | none | public charity | charitable gift | $150 | |
| charles morgan chartible trust | ||||||||
| 620 libery avenue floor 10 | pittsburgh | PA | 15222 | none | public charity | charitable gift | $25 | |
| hillel | ||||||||
| G-34 Anabel Taylor Hall | Ithaca | NY | 14853 | none | public charity | charitable gift | $300 | |
| north shore university health system | ||||||||
| 1033 University Place suite 450 | Evanston | IL | 60201 | none | public charity | charitable gift | $200 | |
| respiratory health association | ||||||||
| 1440 w washington blvd | chicago | IL | 60607 | none | public charity | charitable gift | $100 | |
| rush university | ||||||||
| 600 s paulina st | chicago | IL | 60612 | none | public charity | charitable gift | $1,000 | |
| cornell university | ||||||||
| Day Hall Lobby | ithaca | NY | 14853 | none | public charity | charitable gift | $5,000 | Cornell University |
| anti defamation league | ||||||||
| 605 third avenue | new york | NY | 10158 | none | public charity | charitable gift | $1,300 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 45535 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $19,498 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $79,871 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Exclusion | $73 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $99,442 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 99442 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,000 | Amount |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 151934 | EOYBookValue |
| EOYFMV | 152187 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCKS | NameOfStock |
| EOY Book Value | 283938 | EOYBookValue |
| EOYFMV | 450207 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 50000 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 50110 | USGovtSecuritiesEOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED INTEREST PAID | Description |
| BOY Book Value | 729 | BOYBookValue |
| EOY Book Value | 729 | EOYBookValue |
| EOYFMV | 729 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FILING FEES | Description |
| Revenue And Expenses Per Books | 10 | RevenueAndExpensesPerBooks |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Revenue And Expenses Per Books | 73 | RevenueAndExpensesPerBooks |
| Net Investment Income | 73 | NetInvestmentIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $2,608 | Amount |
| Net Investment Income | 2608 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | Category |
| Amount | $2,000 | Amount |
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