THE WILLIAM AND HELEN LITTLE FAMILY FOUNDATION: Form 990PF, tax year 2012
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- Organization
- THE WILLIAM AND HELEN LITTLE FAMILY FOUNDATION (EIN 13-4199578)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201323199349102022
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2013-11-15T14:58:58-06:00 | 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 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100187001 | 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 | 134199578 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM & HELEN LITTLE FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O WILLIAM E LITTLE JR | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % WILLIAM E LITTLE JR | InCareOfName |
| Name Control | WILL | NameControl |
| Phone | 2123485613 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1107 5TH AVENUE | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 101280145 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM LITTLE | Name |
| Title | DIRECTOR | Title |
| Phone | 2123485613 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128403456 | 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 | 673178 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 100 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 41 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 41 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 18477 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 18477 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6838 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 92337 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 6838 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 25456 | TotalRevenueAndExpenses |
| Total Net Investment Income | 25356 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Other Prof Fees Rev And Expnss | 14732 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 14732 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 706 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 206 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 100 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 100 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 15538 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 14938 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 100 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 35000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 35000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 50538 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 14938 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 35100 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -25082 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 10418 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 65364 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 108380 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 108380 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 265785 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 189423 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 199716 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 258353 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 266545 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 339649 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 17788 | InvestmentsOtherBOY |
| Investments Other EOY | 17788 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 25186 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 175 | OtherAssetsBOY |
| Other Assets EOY | 247 | OtherAssetsEOY |
| Other Assets EOYFMV | 247 | OtherAssetsEOYFMV |
| Total Assets BOY | 607465 | TotalAssetsBOY |
| Total Assets EOY | 582383 | TotalAssetsEOY |
| Total Assets EOYFMV | 673178 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 607465 | RetainedEarningsBOY |
| Retained Earnings EOY | 582383 | RetainedEarningsEOY |
| Total Net Assets BOY | 607465 | TotalNetAssetsBOY |
| Total Net Assets EOY | 582383 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 607465 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 582383 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 607465 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -25082 | ExcessOfRevenueOverExpenses |
| Subtotal | 582383 | Subtotal |
| Total Net Assets Fund Balances EOY | 582383 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2012-01-01 | 2012-12-31 | 90345 | 85499 | 4846 | 4846 |
| CAPITAL GAIN DIVIDENDS | P | 1992 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 6838 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 46426 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 681278 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.068145 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 48010 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 677118 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.070903 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 35720 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 643597 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.055501 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 37115 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 776607 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.047791 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 54300 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 876297 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.061965 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.304305 | TotalDistributionRatio |
| Average Distribution Ratio | 0.060861 | AverageDistributionRatio |
| Net Noncharitable Assets | 683725 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 41612 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 104 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 41716 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 35100 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 208 | InvestmentIncomeExciseTax |
| Subtotal | 208 | Subtotal |
| Tax Based On Investment Income | 208 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 251 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 251 | TotalCreditsAndPayments |
| Overpayment | 43 | Overpayment |
| Amount Credited To Next Year | 43 | 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 |
| States Filed With | NY | 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 | WILLIAM E LITTLE JR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2123485613 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1107 5TH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 101280145 | 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 | true | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | true | MaintExpendResponsibility |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| HELEN LITTLE | ||||||||
| 1107 5TH AVENUE | NEW YORK | NY | 10128 | PRESIDENT | 2.5 | 0 | 0 | 0 |
| WILLIAM LITTLE | ||||||||
| 1107 5TH AVENUE | new york | NY | 10128 | TREASURER | 2.5 | 0 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 588395 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 105742 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 694137 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 694137 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10412 | CashDeemedCharitable |
| Net Noncharitable Assets | 683725 | NetNoncharitableAssets |
| Minimum Investment Return | 34186 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 34186 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 208 | TaxBasedOnInvestmentIncome |
| Total Tax | 208 | TotalTax |
| Distributable Amount Before Adj | 33978 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 33978 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 33978 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 35100 | 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 | 35100 | QualifyingDistributions |
| Adj Qualifying Distributions | 35100 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 33978 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year5 | 1444 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 35720 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 48406 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 14352 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 99922 | TotalExcessDistriCarryover |
| Qualifying Distributions | 35100 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 33978 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1122 | RemainingDistriFromCorpus |
| Total Corpus | 101044 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 1444 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 99600 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 35720 | ExcessFromYear3 |
| Excess From Year2 | 48406 | ExcessFromYear2 |
| Excess From Year1 | 14352 | ExcessFromYear1 |
| Excess From Current Year | 1122 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM AND HELEN LITTLE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ASIA SOCIETY | |||||||
| 725 PARK AVENUE | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | Unrestricted Grant for Donee's Exempt Purpose | $25,000 |
| SHEN WEI DANCE ARTS INC | |||||||
| 135 WEST 29TH STREET - 1100 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | Unrestricted Grant for Donee's Exempt Purpose | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 35000 | 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 | $18,518 | 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 | $6,838 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $25,356 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 25356 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | SEE ATTACHED STATEMENT A | NameOfBond |
| EOY Book Value | 266545 | EOYBookValue |
| EOYFMV | 339649 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SEE ATTACHED STATEMENT A | NameOfStock |
| EOY Book Value | 189423 | EOYBookValue |
| EOYFMV | 199716 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED STATEMENT A | CategoryOrItem |
| Book Value | 17788 | BookValue |
| EOYFMV | 25186 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO/FROM BROKER | Description |
| BOY Book Value | 175 | BOYBookValue |
| EOY Book Value | 247 | EOYBookValue |
| EOYFMV | 247 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NYS TAX | Description |
| Revenue And Expenses Per Books | 100 | RevenueAndExpensesPerBooks |
| Disbursements Charitable Prps | 100 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | miscellaneous investment income | Description |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $14,732 | Amount |
| Net Investment Income | 14732 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAX | $206 | 206 |
| FEDERAL EXCISE TAX | $500 |
Comments