DAVID M & HOPE G SOLINGER FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DAVID M & HOPE G SOLINGER FOUNDATION INC (EIN 13-6098429)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-03-28
- IRS object ID
- 201330879349100008
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-28T16:30:59-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112336434 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAICH ENDE MALTER & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 PARK AVE SO 31ST FLR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | 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 | 136098429 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID M & HOPE G SOLINGER FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O BETTY ANN SOLINGER | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DAVI | NameControl |
| Phone | 2127442227 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 EAST 70TH STREET NO 3D | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10021 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BETTY ANN SOLINGER | Name |
| Title | VICE PRESIDENT | Title |
| Phone | 2127442227 | Phone |
| Date Signed | 2013-02-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ISRAEL GOLDMAN | Name |
| PTIN | P01423093 | PTIN |
| Phone | 2129444433 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 392211 | 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 |
| Dividends Rev And Expnss | 5518 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 5518 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 12781 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 121184 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 12781 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 18299 | TotalRevenueAndExpenses |
| Total Net Investment Income | 18299 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3150 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3150 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1167 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4542 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1071 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 3471 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 8859 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1071 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 6621 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 22500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 22500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 31359 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1071 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 29121 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -13060 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 17228 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 911 | CashBOY |
| Cash EOY | 13922 | CashEOY |
| Cash EOYFMV | 13922 | CashEOYFMV |
| Investments Govt Oblig BOY | 106000 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 62000 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 62000 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 198711 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 202141 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 316289 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 305622 | TotalAssetsBOY |
| Total Assets EOY | 278063 | TotalAssetsEOY |
| Total Assets EOYFMV | 392211 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 14499 | AccountsPayableBOY |
| Total Liabilities BOY | 14499 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 291123 | CapitalStockBOY |
| Capital Stock EOY | 278063 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 291123 | TotalNetAssetsBOY |
| Total Net Assets EOY | 278063 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 305622 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 278063 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 291123 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -13060 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 278063 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 278063 | 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 |
|---|---|---|---|---|---|---|---|
| SEE STATEMENT ATTACHED | P | 2012-08-09 | 2012-12-11 | 7891 | 4826 | 3065 | 3065 |
| SEE STATEMENT ATTACHED | P | 2010-09-29 | 2012-08-09 | 113293 | 103577 | 9716 | 9716 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 12781 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 26127 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 388473 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.067256 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 19198 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 347600 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.055230 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 15813 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 310472 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.050932 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 29904 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 454174 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.065843 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 27764 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 466557 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.059508 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.298769 | TotalDistributionRatio |
| Average Distribution Ratio | 0.059754 | AverageDistributionRatio |
| Net Noncharitable Assets | 384388 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 22969 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 172 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 23141 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 29121 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 172 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 172 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 172 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 600 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 600 | TotalCreditsAndPayments |
| Overpayment | 428 | Overpayment |
| Amount Credited To Next Year | 428 | 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 | BETTY ANN SOLINGER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2127442227 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 EAST 70TH STREET APT3D | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10021 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| HOPE G SOLINGER | ||||||||
| 33 EAST 70TH STREET | NEW YORK | NY | 10021 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| BETTY ANN SOLINGER | ||||||||
| 33 EAST 70TH STREET | NEW YORK | NY | 10021 | VICE PRESIDENT | 1.00 | 0 | 0 | 0 |
| LYNN STERN | ||||||||
| 33 EAST 70TH STREET | NEW YORK | NY | 10021 | SEC'Y/TREASURER | 1.00 | 0 | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
| Description2 | N/A | Description2 |
| Expenses2 | 0 | Expenses2 |
| Description3 | N/A | Description3 |
| Expenses3 | 0 | Expenses3 |
| Description4 | N/A | Description4 |
| Expenses4 | 0 | Expenses4 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| Description2 | NONE | Description2 |
| Amount2 | 0 | Amount2 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 381362 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 8880 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 390242 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 390242 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5854 | CashDeemedCharitable |
| Net Noncharitable Assets | 384388 | NetNoncharitableAssets |
| Minimum Investment Return | 19219 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 19219 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 172 | TaxBasedOnInvestmentIncome |
| Total Tax | 172 | TotalTax |
| Distributable Amount Before Adj | 19047 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 19047 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 19047 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 29121 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 29121 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 172 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 28949 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 19047 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 2458 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 29121 | QualifyingDistributions |
| Applied To Year1 | 2458 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 19047 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 7616 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 7616 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 7616 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 7616 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| HERBERT F JOHNSON MUSEUM OF ART | |||||||
| 114 CENTRAL AVENUE | ITHACA | NY | 14853 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| THE LIGHTHOUSE | |||||||
| 111 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC | GENERAL SUPPORT | $7,500 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 945 MADISON AVENUE | NEW YORK | NY | 10021 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 |
| MAYOR'S FUND TO ADVANCE NEW YORK CITY | |||||||
| 253 BROADWAY 8TH FLOOR | NEW YORK | NY | 10007 | NONE | PUBLIC | HURRICANE RELIEF | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 22500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,518 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $12,781 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $18,299 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 18299 | 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 | RAICH ENDE MALTER & CO | Category |
| Amount | $3,150 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3150 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
| Amount | $0 | Amount |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SEE ATTACHED STATEMENT | NameOfStock |
| EOY Book Value | 202141 | EOYBookValue |
| EOYFMV | 316289 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 62000 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 62000 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | 3427 | 857 | 2570 |
| CUSTODY FEES | 855 | 214 | 641 |
| BANK SERVICE CHARGE | 30 | 0 | 30 |
| PUBLICATION NOTICE | 130 | 0 | 130 |
| NEW YORK STATE FILING FEE | 100 | 0 | 100 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $1,167 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments