The Barbara Goodman Raho Thank You URBN: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- The Barbara Goodman Raho Thank You URBN (EIN 27-4094053)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-18
- IRS object ID
- 201312079349100601
- Schema version
- 2012v2.2
- 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
- Schedule B
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-18T05:05:04-00:00 | 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 | Foundation Source | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Lane Suite 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | 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 | 274094053 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Barbara Goodman Raho Thank You URBN Family Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BARB | NameControl |
| Phone | 8008391754 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Barbara G Raho | Name |
| Title | President | Title |
| Date Signed | 2013-07-18 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2013-07-18 | DatePrepared |
| 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 | 532964 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 211153 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 19199 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 19199 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -3666 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 336372 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 207485 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 226686 | TotalRevenueAndExpenses |
| Total Net Investment Income | 226684 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 3751 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3751 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 2400 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 3344 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 3344 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9495 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3751 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3344 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 23207 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 23207 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 32702 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3751 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 26551 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 193984 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 222933 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 23252 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 23547 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 23547 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 309957 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 503646 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 509417 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 333209 | TotalAssetsBOY |
| Total Assets EOY | 527193 | TotalAssetsEOY |
| Total Assets EOYFMV | 532964 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 333209 | RetainedEarningsBOY |
| Retained Earnings EOY | 527193 | RetainedEarningsEOY |
| Total Net Assets BOY | 333209 | TotalNetAssetsBOY |
| Total Net Assets EOY | 527193 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 333209 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 527193 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 333209 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 193984 | ExcessOfRevenueOverExpenses |
| Subtotal | 527193 | Subtotal |
| Total Net Assets Fund Balances EOY | 527193 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Publicly-traded Securities | DescriptionOfAsset |
| Gross Sales Price | 336372 | GrossSalesPrice |
| Cost Or Other Basis | 340038 | CostOrOtherBasis |
| Gain Or Loss | 207485 | GainOrLoss |
| Gains Minus Excess Or Losses | 207485 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 207485 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 19494 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 326490 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.059708 | DistributionRatioYear1 |
| Noncharitable Assets Year2 | 176364 | NoncharitableAssetsYear2 |
| Total Distribution Ratio | 000.059708 | TotalDistributionRatio |
| Average Distribution Ratio | 000.029854 | AverageDistributionRatio |
| Net Noncharitable Assets | 369773 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 11039 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2229 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 13268 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 26551 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2229 | InvestmentIncomeExciseTax |
| Subtotal | 2229 | Subtotal |
| Tax Based On Investment Income | 2229 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2401 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2401 | TotalCreditsAndPayments |
| Tax Paid Original Return | 2401 | TaxPaidOriginalReturn |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 172 | Overpayment |
| Amount Credited To Next Year | 172 | AmountCreditedToNextYear |
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 |
| 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 |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8008391754 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 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 |
| 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 |
|---|---|---|---|---|---|---|
| Barbara Goodman Raho | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Pres / Dir / Sec | 001.00 | 0 |
| Emily L Raho | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | VP | 001.00 | 0 |
| Nicholas J Raho | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | VP | 001.00 | 0 |
| Joseph T Raho Jr | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | VP | 001.00 | 0 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 356618 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 18786 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 375404 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 375404 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5631 | CashDeemedCharitable |
| Net Noncharitable Assets | 369773 | NetNoncharitableAssets |
| Minimum Investment Return | 18489 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 18489 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2229 | TaxBasedOnInvestmentIncome |
| Total Tax | 2229 | TotalTax |
| Distributable Amount Before Adj | 16260 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 16260 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 16260 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 26551 | ExpensesAndContributions |
| Qualifying Distributions | 26551 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2229 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 24322 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 16260 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year1 | 9594 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 9594 | TotalExcessDistriCarryover |
| Qualifying Distributions | 26551 | QualifyingDistributions |
| Applied To Current Year | 16260 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 10291 | RemainingDistriFromCorpus |
| Total Corpus | 19885 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 19885 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 9594 | ExcessFromYear1 |
| Excess From Current Year | 10291 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Barbara Goodman Raho | ContributingManager |
| 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 |
|---|---|---|---|---|---|---|---|
| CITY SQUASH INC | |||||||
| PO BOX 619 | BRONX | NY | 10458 | N/A | 509a1 | Capital Campaign | $2,500 |
| HOLE IN THE WALL GANG FUND INC | |||||||
| 555 LONG WHARF DR | NEW HAVEN | CT | 06511 | N/A | 509a1 | General Unrestricted | $100 |
| HYPERTROPHIC CARDIOMYOPAPHY RESEARCH | |||||||
| PO BOX 292 | RYE | NY | 10580 | N/A | 509a1 | General Unrestricted | $150 |
| MARIO ST GEORGE BOIARDI FOUNDATION | |||||||
| 83 FIRE ISLAND AVE | BABYLON | NY | 11702 | N/A | 509a1 | General Unrestricted | $420 |
| MEMORIAL SLOAN-KETTERING CANCER CTR | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | 509a1 | General Unrestricted | $500 |
| MY SISTERS PLACE INC | |||||||
| 1 WATER ST | WHITE PLAINS | NY | 10601 | N/A | 509a1 | Charitable Event | $5,000 |
| NEW YORK-PRESBYTERIAN FUND INC | |||||||
| 525 E 68TH ST BOX 156 | NEW YORK | NY | 10065 | N/A | 509a1 | General Unrestricted | $2,500 |
| OPEN DOOR FOUNDATION INC | |||||||
| 165 MAIN ST | OSSINING | NY | 10562 | N/A | 509a1 | General Unrestricted | $250 |
| PLAYWRIGHTS HORIZONS INC | |||||||
| 416 W 42ND ST | NEW YORK | NY | 10036 | N/A | 509a2 | General Unrestricted | $1,950 |
| REACH PREP INC | |||||||
| ONE DOCK ST | STAMFORD | CT | 06902 | N/A | 509a1 | General Unrestricted | $500 |
| RYE COUNTRY DAY SCHOOL | |||||||
| POST RD AND CEDAR ST | RYE | NY | 10580 | N/A | 509a1 | Annual Campaign Fund | $500 |
| RYE FREE READING ROOM | |||||||
| 1061 BOSTON POST RD | RYE | NY | 10580 | N/A | 509a1 | General Unrestricted | $1,000 |
| SQUASHBUSTERS INC | |||||||
| 795 COLUMBUS AVE | ROXBURY | MA | 02120 | N/A | 509a1 | General Unrestricted | $1,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | |||||||
| 501 ST JUDES PL | MEMPHIS | TN | 38105 | N/A | 509a1 | General Unrestricted | $500 |
| STREETSQUASH INC | |||||||
| 40 W 116TH ST | NEW YORK | NY | 10026 | N/A | 509a1 | General Unrestricted | $500 |
| WHARTON SCHOOL ANNUAL GIVING FUND | |||||||
| 3733 SPRUCE ST 344 VANCE HALL | PHILADELPHIA | PA | 19104 | N/A | 509a1 | General Unrestricted | $1,000 |
| TRUSTEES OF MOUNT HOLYOKE COLLEGE | |||||||
| 50 COLLEGE ST | SOUTH HADLEY | MA | 01075 | N/A | 509a1 | Reunion Gift Fund | $1,837 |
| TRUSTEES OF THE UNIVERSITY OF PA | |||||||
| 601 FRANKLIN BLDG 3451 WALNUT ST | PHILADELPHIA | PA | 19104 | N/A | 509a1 | Reunion Gift Fund | $1,000 |
| UNIVERSITY OF PA WEIGHTMAN SOCIETY | |||||||
| 437 FRANKLIN BLDG 3451 WALNUT ST | PHILADELPHIA | PA | 19104 | N/A | 509a1 | Squash Division | $1,000 |
| YOUNG MENS CHRISTIAN ASSN | |||||||
| 21 LOCUST AVE | RYE | NY | 10580 | N/A | 509a1 | Strong Kids Campaign | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 23207 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $19,199 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$3,666 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $15,533 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 15533 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Goodman Raho Barbara | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 Park Drive South | AddressLine1 |
| City | Rye | City |
| State | NY | State |
| ZIP Code | 10580 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 211153 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | URBAN OUTFITTERS, INC URBN, 2500 sh. | 99613 | 2012-12-18 |
| 1 | URBAN OUTFITTERS, INC URBN, 3000 sh. | 111540 | 2012-08-22 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Publicly-traded Securities | Name |
| Gross Sales Price | 336372 | GrossSalesPrice |
| Basis | 340038 | Basis |
| Total Net | -3666 | TotalNet |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (7 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 614 shares of COHEN STEERS GLOBAL REALTY SHARES, INC CLASS A | 25552 | 27189 |
| 4704 shares of DOUBLELINE TOTAL RETURN BOND CL N | 53097 | 53292 |
| 47537 shares of FRANK CUSTODIAN INCM SR CL A | 105080 | 106482 |
| 14376 shares of HENDERSON GLOBAL EQUITY INCOME FUND CLASS A | 106360 | 106384 |
| 7249 shares of PIMCO FUNDS PACIFIC INVESTMENT MANAGEMENT | 77934 | 80244 |
| 7037 shares of PIMCO GLOBAL MULTI ASSET FUND CL A | 80930 | 80575 |
| 4129 shares of TEMPLETON GLOBAL BOND FUND - CLASS A | 54693 | 55251 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| Administrative Fees | 3319 | 3319 |
| State or Local Filing Fees | 25 | 25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | Category |
| Amount | $3,751 | Amount |
| Net Investment Income | 3751 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Estimated Tax for 2012 | Category |
| Amount | $2,400 | Amount |
Comments