THE SONO AND VICTOR ELMALEH FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE SONO AND VICTOR ELMALEH FOUNDATION (EIN 35-2354358)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201333179349100718
- 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 Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T10:39:26-06:00 | 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 | Berdon LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 Madison Ave | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10017 | 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 | 352354358 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICTOR ELMALEH FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O Worldwide Holding Corp | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % WORLD WIDE GROUP | InCareOfName |
| Name Control | VICT | NameControl |
| Phone | 2124862000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 Third Avenue 18TH FLOOR | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VICTOR ELMALEH | Name |
| Title | OFFICER | Title |
| Phone | 2124362000 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MAURY GOLBERT | Name |
| Phone | 2128320400 | 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 | 650892 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 22273 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 22273 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 59355 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 689129 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 59355 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 81628 | TotalRevenueAndExpenses |
| Total Net Investment Income | 81628 | TotalNetInvestmentIncome |
| Taxes Rev And Expnss | 273 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 64 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 64 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 337 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 64 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 233896 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 233896 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 234233 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 64 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 233896 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -152605 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 81564 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 416713 | CashBOY |
| Cash EOY | 42551 | CashEOY |
| Cash EOYFMV | 42551 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 213793 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 358403 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 358403 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 239282 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 316229 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 249938 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 869788 | TotalAssetsBOY |
| Total Assets EOY | 717183 | TotalAssetsEOY |
| Total Assets EOYFMV | 650892 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 869788 | RetainedEarningsBOY |
| Retained Earnings EOY | 717183 | RetainedEarningsEOY |
| Total Net Assets BOY | 869788 | TotalNetAssetsBOY |
| Total Net Assets EOY | 717183 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 869788 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 717183 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 869788 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -152605 | ExcessOfRevenueOverExpenses |
| Subtotal | 717183 | Subtotal |
| Total Net Assets Fund Balances EOY | 717183 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (13 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 500 SHS CORNING INC GLW | 2012-01-12 | 2012-08-17 | 5923 | 7021 | -1098 | -1098 |
| 1,500 SHS ELECTRONIC ARTS INC | 2012-02-08 | 2012-08-21 | 20510 | 27969 | -7459 | -7459 |
| 2,000 SHS PFIZER INC PFE | 2012-03-12 | 2012-07-18 | 47175 | 43087 | 4088 | 4088 |
| 2,000 SHS PIMCO CORP INC PCF | 2012-02-16 | 2012-10-31 | 36472 | 33381 | 3091 | 3091 |
| 1,700 SHS SABINE ROYALTY TRUST | 2012-02-07 | 2012-08-21 | 92415 | 104779 | -12364 | -12364 |
| 1,000 SHS STRATASYS INC SSYS | 2012-10-03 | 2012-10-31 | 66984 | 60099 | 6885 | 6885 |
| 2,500 SHS TAKE TWO INTERACTV | 2012-08-07 | 2012-10-16 | 28893 | 21959 | 6934 | 6934 |
| 1,000 SHS TELEFONICA S A SPON | 2012-03-21 | 2012-07-08 | 12123 | 17097 | -4974 | -4974 |
| 2,500 SHS 3D SYSTEMS CORP DD | 2012-02-08 | 2012-04-17 | 69290 | 52028 | 17262 | 17262 |
| 1,500 SHS 3D SYSTEMS CORP DD | 2012-10-03 | 2012-10-31 | 65333 | 53620 | 11713 | 11713 |
| 125 SHS GOOGLE INC CLASS A | 2010-10-15 | 2012-02-21 | 76491 | 74896 | 1595 | 1595 |
| 2,300 SHS VERIZON COMMUNICATIO | 2011-04-04 | 2012-08-21 | 99008 | 88925 | 10083 | 10083 |
| 1,200 SHS STRATASYS INC SSYS | 2012-02-08 | 2012-07-18 | 68512 | 44913 | 23599 | 23599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 59355 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 47677 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 27948 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 454365 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.06151 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 5749 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 254469 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.022592 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 0 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 71705 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.0 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 0 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 0 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.0 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.084102 | TotalDistributionRatio |
| Average Distribution Ratio | 0.021026 | AverageDistributionRatio |
| Net Noncharitable Assets | 792419 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 16661 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 816 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 17477 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 233896 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 816 | InvestmentIncomeExciseTax |
| Subtotal | 816 | Subtotal |
| Tax Based On Investment Income | 816 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 3000 | TaxPaidWithExtension |
| Total Credits And Payments | 3000 | TotalCreditsAndPayments |
| Overpayment | 2184 | Overpayment |
| Amount Credited To Next Year | 2184 | 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 | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | DE | StatesFiledWith |
| Form990 PF Filed With AG | 0 | 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 | false | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORLD WIDE GROUP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2124862000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 THIRD AVENUE 18TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | 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 |
|---|---|---|---|---|---|---|
| VICTOR ELMALEH | ||||||
| 860 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | PRESIDENT | 0 | 0 |
| NIKO ELMALEH | ||||||
| 150 COLUMBUS AVENUE | NEW YORK | NY | 10023 | VICE PRESIDENT | 0 | 0 |
| MARK SAYERS | ||||||
| 265 EAST 66TH STREET | NEW YORK | NY | 10065 | TREASURER | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 415655 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 388831 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 804486 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 804486 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12067 | CashDeemedCharitable |
| Net Noncharitable Assets | 792419 | NetNoncharitableAssets |
| Minimum Investment Return | 39621 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 39621 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 816 | TaxBasedOnInvestmentIncome |
| Total Tax | 816 | TotalTax |
| Distributable Amount Before Adj | 38805 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 38805 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 38805 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 233896 | 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 | 233896 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 816 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 233080 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 38805 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 4707 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 233896 | QualifyingDistributions |
| Applied To Year1 | 4707 | AppliedToYear1 |
| Applied To Current Year | 38805 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 190384 | RemainingDistriFromCorpus |
| Total Corpus | 190384 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 190384 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 190384 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| Dance Theatre of Harlem | ||||||||
| Everett Center for Performing Arts | 466 W 152 Street | New York | NY | 10031 | none | tax-exempt | general purpose | $1,000 |
| Foundation for the Prevention & Treatment of Eye | ||||||||
| 270 Madison Avenue Room 1500 | New York | NY | 10016 | none | tax-exempt | GENERAL PURPOSE | $1,000 | |
| American Civil Liberties Union | ||||||||
| 125 Broad Street 18th Floor | New York | NY | 10004 | none | tax-exempt | general purpose | $1,000 | |
| Amnesty International | ||||||||
| 5 Penn Plaza | New York | NY | 10001 | none | tax-exempt | general purpose | $1,000 | |
| Rockette Alumnae Foundation | ||||||||
| 27 Gatto Lane | Pearl River | NY | 10965 | none | tax-exempt | general purpose | $500 | |
| Jewish Response Disaster Corps | ||||||||
| PO Box 4124 | New York | NY | 10163 | none | tax-exempt | general purpose | $5,000 | |
| Mood Disorders Support Group | ||||||||
| 545 8th Ave | New York | NY | 10018 | none | tax-exempt | general purpose | $500 | |
| THIRTEEN WNET | ||||||||
| 825 Eighth Avenue | New York | NY | 10019 | none | tax-exempt | general purpose | $10,000 | |
| HEBREW INSTITUTE OF RIVERDALE | ||||||||
| 3700 Henry Hudson Pkwy | BRONX | NY | 10463 | none | tax-exempt | general purpose | $10,000 | |
| CSC CORP | ||||||||
| 1 Rockefeller Plaza | NEW YORK | NY | 10020 | none | tax-exempt | general purpose | $371 | |
| THE HISPANIC INSTITUTE | ||||||||
| 906 Pennsylvania Ave SE | WASHINGTON | DC | 20003 | none | tax-exempt | general purpose | $200,000 | |
| INLAND PACIFIC BALLET | ||||||||
| 5050 E Arrow Hwy | MONTCLAIR | CA | 91763 | none | tax-exempt | general purpose | $1,000 | |
| FOUNDATION FOR JEWISH CULTURE | ||||||||
| PO Box 489 | NEW YORK | NY | 10113 | none | tax-exempt | general purpose | $2,525 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 233896 | 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 | $22,273 | 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 | $59,355 | 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 | $81,628 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 81628 | 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 Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (8 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 125 SHS GOOGLE INC | 0 | 0 |
| 4000 SHS PIMCO CORP | 75461 | 77640 |
| 2300 SHS VERIZON COMMUNICATION | 0 | 0 |
| 3000 SHS CORNING INC | 39602 | 37860 |
| 25000 SHS LIQUIDMETAL TECHS IN | 7759 | 2498 |
| 10000 SHS NOKIA CORP SPON ADR | 50709 | 39500 |
| 2000 SHS UNIVERSAL DISPLAY COR | 74853 | 51240 |
| 5000 SHS ZIPCAR INC | 67845 | 41200 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER MISCELLANEOUS EXPENSES | Description |
| Revenue And Expenses Per Books | 64 | RevenueAndExpensesPerBooks |
| Net Investment Income | 64 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX EXPENSE | Category |
| Amount | $273 | Amount |
Comments