FRANK B R SAHM JR CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FRANK B R SAHM JR CHARITABLE FOUNDATION (EIN 22-3514358)
- Tax period
- 2012-05-01 to 2013-04-30
- Filed
- 2013-09-10
- IRS object ID
- 201332539349100453
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-10T09:36:30-05:00 | Timestamp |
| Tax Period End Date | 2013-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221732349 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISS & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 354 EISENHOWER PARKWAY | AddressLine1 |
| City | LIVINGSTON | City |
| State | NJ | State |
| ZIP Code | 07039 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223514358 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK B R SAHM JR CHARITABLE | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION MARY M SAHM & LEO ZATTATSTS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FRAN | NameControl |
| Phone | 9739949400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WISS CO LLP354 EISENHOWER PKWY | AddressLine1 |
| City | LIVINGSTON | City |
| State | NJ | State |
| ZIP Code | 07039 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEVIN KERRIGAN | Name |
| Title | TRUSTEE | Title |
| Phone | 9739949400 | Phone |
| Date Signed | 2013-08-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEVIN KERRIGAN | Name |
| PTIN | P00256657 | PTIN |
| Phone | 9739949400 | 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 | 435610 | 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 | 1 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 10300 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10300 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 25152 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 73270 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 25152 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 35453 | TotalRevenueAndExpenses |
| Total Net Investment Income | 35453 | 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 |
| Taxes Rev And Expnss | 616 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 616 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 6974 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 6974 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7590 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7590 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 23025 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 23025 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 30615 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7590 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 23025 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 4838 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 27863 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 15147 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 28719 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 28719 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 305777 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 297043 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 406891 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 320924 | TotalAssetsBOY |
| Total Assets EOY | 325762 | TotalAssetsEOY |
| Total Assets EOYFMV | 435610 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 320924 | RetainedEarningsBOY |
| Retained Earnings EOY | 325762 | RetainedEarningsEOY |
| Total Net Assets BOY | 320924 | TotalNetAssetsBOY |
| Total Net Assets EOY | 325762 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 320924 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 325762 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 320924 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 4838 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 325762 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 325762 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 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 |
|---|---|---|---|---|---|---|---|
| WELLS FARGO AC 3154-8513 | P | 2012-12-03 | 2012-12-03 | 50 | 51 | -1 | -1 |
| WELLS FARGO AC 3154-8513 | P | 2006-05-26 | 2012-12-03 | 9524 | 5352 | 4172 | 4172 |
| WELLS FARGO AC 3154-8513 | P | 2013-04-15 | 2013-04-17 | 95 | 94 | 1 | 1 |
| WELLS FARGO AC 3154-8513 | P | 2008-06-23 | 2013-04-01 | 8650 | 3801 | 4849 | 4849 |
| WELLS FARGO AC 3154-8514 | P | 2012-12-15 | 2013-04-30 | 1824 | 1639 | 185 | 185 |
| WELLS FARGO AC 3154-8514 | P | 2011-12-15 | 2013-04-30 | 53127 | 37181 | 15946 | 15946 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 25152 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 26180 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 437109 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.059894 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 21050 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 429385 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.049024 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 18950 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 387973 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048844 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 30826 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 393086 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.078420 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 29550 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 577822 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051140 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.287322 | TotalDistributionRatio |
| Average Distribution Ratio | 0.057464 | AverageDistributionRatio |
| Net Noncharitable Assets | 398237 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 22884 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 279 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 23163 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 23025 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 557 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 557 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 557 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 290 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 290 | TotalCreditsAndPayments |
| Tax Due | 267 | TaxDue |
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 | NJ | 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 | TRUSTEE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9739949400 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WISS COMPANY LLP 354 EISENHOWER | AddressLine1 |
| Address Line2 | PARKWAY | AddressLine2 |
| City | LIVINGSTON | City |
| State | NJ | State |
| ZIP Code | 07039 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MARY M SAHM | ||||||||
| C/O WISS CO 354 EISENHOWER PKWY | LIVINGSTON | NJ | 07039 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| LEO J ZATTA | ||||||||
| C/O WISS CO 354 EISENHOWER PKWY | LIVINGSTON | NJ | 07039 | TRUSTEE | 2.00 | 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 |
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 | 392102 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 12200 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 404302 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 404302 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6065 | CashDeemedCharitable |
| Net Noncharitable Assets | 398237 | NetNoncharitableAssets |
| Minimum Investment Return | 19912 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 19912 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 557 | TaxBasedOnInvestmentIncome |
| Total Tax | 557 | TotalTax |
| Distributable Amount Before Adj | 19355 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 19355 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 19355 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 23025 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 23025 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 23025 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 19355 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 1319 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 11220 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year1 | 4865 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 17404 | TotalExcessDistriCarryover |
| Qualifying Distributions | 23025 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 19355 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 3670 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 21074 | 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 | 1319 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 19755 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 11220 | ExcessFromYear4 |
| Excess From Year1 | 4865 | ExcessFromYear1 |
| Excess From Current Year | 3670 | 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 |
|---|---|---|---|---|---|---|---|
| LYCOMING COUNTY UNITED WAY | |||||||
| 848 WEST FOURTH STREET | WILLIAMSPORT | PA | 17701 | NONE | PUBLIC CHARITY | CHARITABLE | $8,500 |
| LYCOMING LEADERSHIP | |||||||
| 100 WEST THIRD STREET | WILLIAMSPORT | PA | 17701 | NONE | PUBLIC CHARITY | CHARITABLE | $4,500 |
| MANITOGATHE RUSSELL WRIGHT DESIGN CENTER | |||||||
| RT 9D PO BOX 249 | GARRISON | NY | 10524 | NONE | PUBLIC CHARITY | CHARITABLE | $5,025 |
| SETON HALL UNIVERSITY | |||||||
| 400 SOUTH ORANGE AVENUE | SOUTH ORANGE | NJ | 07079 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 23025 | 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 | $1 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,300 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $25,152 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $35,453 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 35453 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| WACHOVIA A/C #31548513 | 155652 | 198498 |
| WACHOVIA A/C #31548514 | 141391 | 208393 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCOUNT ADMIN. INVESTMENT FEES | Description |
| Revenue And Expenses Per Books | 6974 | RevenueAndExpensesPerBooks |
| Net Investment Income | 6974 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES PAID | $389 | 389 | 0 |
| EXCISE TAXES PAID | $227 | 227 | 0 |
Comments