JESSIE RIDLEY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JESSIE RIDLEY FOUNDATION INC (EIN 23-7379436)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201313199349100446
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T10:49:56-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133471755 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFER & INFIELD CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 PARK AVE SOUTH 5TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100168012 | 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 | 237379436 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JESSIE RIDLEY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JESS | NameControl |
| Phone | 7816463536 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 JASON TERRACE | AddressLine1 |
| City | ARLINGTON | City |
| State | MA | State |
| ZIP Code | 02476 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN KALIK | Name |
| Title | TRUSTEE | Title |
| Phone | 7816463536 | Phone |
| Date Signed | 2013-11-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John Rufer | Name |
| PTIN | P00359993 | PTIN |
| Phone | 9173510700 | 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 | 1455366 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 214 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 214 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 30945 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 30945 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 17304 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 37391 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 17304 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 48463 | TotalRevenueAndExpenses |
| Total Net Investment Income | 48463 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 8000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 4000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 4000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2200 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1100 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1100 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 566 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 7360 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 3680 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 3680 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 5602 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2736 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 2736 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 23728 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 11516 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 11516 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 23728 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 11516 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 11516 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 24735 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 36947 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 8883 | CashBOY |
| Cash EOY | 53705 | CashEOY |
| Cash EOYFMV | 53705 | CashEOYFMV |
| Investments Govt Oblig BOY | 3025 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 3025 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 4603 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 494829 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 474742 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1397058 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 506737 | TotalAssetsBOY |
| Total Assets EOY | 531472 | TotalAssetsEOY |
| Total Assets EOYFMV | 1455366 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 506737 | UnrestrictedBOY |
| Unrestricted EOY | 531472 | UnrestrictedEOY |
| Total Net Assets BOY | 506737 | TotalNetAssetsBOY |
| Total Net Assets EOY | 531472 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 506737 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 531472 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 506737 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 24735 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 531472 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 531472 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| 200 SHS CISCO SYSTEMS | P | 3779 | 2446 | 1333 | 1333 |
| 100 SHS GE | P | 1989 | 1366 | 623 | 623 |
| 500 SHS MICROSOFT | P | 13158 | 4331 | 8827 | 8827 |
| 200 SHS TIME WARNER | P | 9148 | 11026 | -1878 | -1878 |
| 100 SHS TIME WARNER CABLE | P | 9317 | 918 | 8399 | 8399 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 17304 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 59322 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1347949 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.044009 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 56268 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1158378 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.048575 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 55852 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 986131 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.056638 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 72752 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1126924 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.064558 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 59946 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1382900 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.043348 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.257128 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051426 | AverageDistributionRatio |
| Net Noncharitable Assets | 1371460 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 70529 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 369 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 70898 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 11516 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 739 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 739 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 739 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 1200 | TaxPaidWithExtension |
| Total Credits And Payments | 1200 | TotalCreditsAndPayments |
| Penalty For Underpayment | 16 | PenaltyForUnderpayment |
| Overpayment | 445 | Overpayment |
| Amount Credited To Next Year | 445 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | STEVEN KALIK | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7816463536 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 JASON TERRACE | AddressLine1 |
| City | ARLINGTON | City |
| State | MA | State |
| ZIP Code | 02476 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MARK KALIK ESQ | ||||||||
| 6 PONDFIELD DRIVE NORTH | CHAPPAQUA | NY | 10514 | PRESIDENT | 5.00 | 1000 | 0 | 0 |
| DR ELIZABETH LATHROP FINCH | ||||||||
| 5820 OSCEOLA ROAD | BETHESDA | MD | 20826 | TRUSTEE | 5.00 | 1000 | 0 | 0 |
| DR RICHARD W MARTIN | ||||||||
| 340 TOP SAIL ROAD | SALISBURY | NC | 28146 | TRUSTEE | 5.00 | 1000 | 0 | 0 |
| MARY M WALLER | ||||||||
| 606 LOCHAVEN ROAD | WEDDINGTON | NC | 28173 | TREASURER | 5.00 | 1000 | 0 | 0 |
| STEVEN KALIK | ||||||||
| 15 JASON TERRACE | ARLINGTON | MA | 02476 | TRUSTEE | 5.00 | 1000 | 0 | 0 |
| LAWRENCE KALIK ESQ | ||||||||
| 1036 PARK AVENUE | NEW YORK | NY | 10028 | TRUSTEE | 5.00 | 1000 | 0 | 0 |
| MILDRED KALIK | ||||||||
| 40 EAST 84TH STREET | NEW YORK | NY | 10028 | VICE PRESIDENT | 5.00 | 0 | 0 | 0 |
| ROBERT KALIK | ||||||||
| 50 PRINCE STREET | NEW YORK | NY | 10002 | SECRETARY | 5.00 | 1000 | 0 | 0 |
| SALLY COLE | ||||||||
| 59-199 D KE NUI ROAD | HALEIWA | HI | 96712 | TRUSTEE | 5.00 | 1000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1361051 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 31294 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1392345 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1392345 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 20885 | CashDeemedCharitable |
| Net Noncharitable Assets | 1371460 | NetNoncharitableAssets |
| Minimum Investment Return | 68573 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 68573 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 739 | TaxBasedOnInvestmentIncome |
| Total Tax | 739 | TotalTax |
| Distributable Amount Before Adj | 67834 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 67834 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 67834 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 11516 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 11516 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 11516 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 67834 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 5823 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 6773 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 12596 | TotalExcessDistriCarryover |
| Qualifying Distributions | 11516 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 11516 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 12596 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 12596 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 43722 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
| Tot Grant Or Contri Paid During Year | 0 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $214 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $30,945 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $17,304 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $48,463 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 48463 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,200 | Amount |
| Net Investment Income | 1100 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1100 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | COMMON STOCKS | NameOfStock |
| EOY Book Value | 474742 | EOYBookValue |
| EOYFMV | 1397058 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 3025 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 4603 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TELEPHONE, POSTAGE, STATIONERY AND OTHER OFFICE COSTS | 5472 | 2736 | 2736 |
| AD IN LAW JOURNAL | 130 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| NYS FILING FEE | $250 | 0 | 0 |
| FEDERAL EXCISE TAX | $316 | 0 | 0 |
Comments