DAVID J SIMON FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DAVID J SIMON FAMILY CHARITABLE FOUNDATION (EIN 13-4189190)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-08
- IRS object ID
- 201341289349100014
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-08T09:07:13-05:00 | 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 | STEPHEN A KEPNISS & ASSOC PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 MOUNTAIN AVENUE | AddressLine1 |
| City | SPRINGFIELD | City |
| State | NJ | State |
| ZIP Code | 07081 | 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 | 134189190 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID J SIMON FAMILY CHARITABLE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | DATED 9/26/2001 DAVID J SIMON TRUSTEE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % DAVID J SIMON | InCareOfName |
| Name Control | DAVI | NameControl |
| Phone | 2126876875 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TWIN CAPITAL MGMT 2 GRAND CENTR | AddressLine1 |
| Address Line2 | 140 EAST 45TH STREET 27TH FLOOR Su | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID SIMON | Name |
| Title | PRESIDENT | Title |
| Phone | 2126876834 | Phone |
| Date Signed | 2013-04-30 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9739211250 | 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 | 543734 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 35 | InterestOnSavingsRevAndExpnss |
| Net Gain Sale Assets Rev And Expnss | 137773 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1369470 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 137773 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 137808 | TotalRevenueAndExpenses |
| Total Net Investment Income | 137773 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 3595 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3595 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1521 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 144 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 144 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 5260 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3739 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 64950 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 64950 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 70210 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3739 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 64950 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 67598 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 134034 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 407481 | CashBOY |
| Cash EOY | 9474 | CashEOY |
| Cash EOYFMV | 9474 | CashEOYFMV |
| Investments Corp Stock BOY | 62703 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 528308 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 534260 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 470184 | TotalAssetsBOY |
| Total Assets EOY | 537782 | TotalAssetsEOY |
| Total Assets EOYFMV | 543734 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 470184 | RetainedEarningsBOY |
| Retained Earnings EOY | 537782 | RetainedEarningsEOY |
| Total Net Assets BOY | 470184 | TotalNetAssetsBOY |
| Total Net Assets EOY | 537782 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 470184 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 537782 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 470184 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 67598 | ExcessOfRevenueOverExpenses |
| Subtotal | 537782 | Subtotal |
| Total Net Assets Fund Balances EOY | 537782 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| FIDELITY ACCT #Z67-508128 | 1369454 | 1231697 | 137757 | 137757 | |
| CAPITAL GAIN DIVIDENDS | 16 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 137773 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 42630 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 420770 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.101314 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 50795 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 338977 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.149848 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 52435 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 257652 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.203511 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 58725 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 196034 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.299565 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 96850 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 148632 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.651609 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.405847 | TotalDistributionRatio |
| Average Distribution Ratio | 0.281169 | AverageDistributionRatio |
| Net Noncharitable Assets | 479246 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 134749 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1340 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 136089 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 64950 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2681 | InvestmentIncomeExciseTax |
| Subtotal | 2681 | Subtotal |
| Tax Based On Investment Income | 2681 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 32 | PenaltyForUnderpayment |
| Tax Due | 2713 | TaxDue |
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 | DAVID J SIMON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2126876875 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 EAST 45TH ST 27TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | 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 |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| 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 |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | DAVID SIMON | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TWIN CAPITAL MGMT 2 GRAND CENTR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CHAIRMAN | Title |
| Avg Hours Per Wk Devoted To Position | 0 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 156437 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 330107 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 486544 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 486544 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7298 | CashDeemedCharitable |
| Net Noncharitable Assets | 479246 | NetNoncharitableAssets |
| Minimum Investment Return | 23962 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 23962 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2681 | TaxBasedOnInvestmentIncome |
| Total Tax | 2681 | TotalTax |
| Distributable Amount Before Adj | 21281 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 21281 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 21281 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 64950 | 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 | 64950 | QualifyingDistributions |
| Adj Qualifying Distributions | 64950 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 21281 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 89418 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 49263 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 40149 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 34964 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 23087 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 236881 | TotalExcessDistriCarryover |
| Qualifying Distributions | 64950 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 21281 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 43669 | RemainingDistriFromCorpus |
| Total Corpus | 280550 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 89418 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 191132 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 49263 | ExcessFromYear4 |
| Excess From Year3 | 40149 | ExcessFromYear3 |
| Excess From Year2 | 34964 | ExcessFromYear2 |
| Excess From Year1 | 23087 | ExcessFromYear1 |
| Excess From Current Year | 43669 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID J SIMON | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| MUHLENBERG COLLEGE | |||||||
| 2400 CHEW STREET | ALLENTOWN | PA | 181045586 | N/A | PUBLIC | CHARITABLE | $1,500 |
| BRAEBURN CHARITY | |||||||
| PO BOX 1802 | PROVIDENCE | RI | 029011802 | N/A | PUBLIC | CHARITABLE | $600 |
| THANC FOUNDATION | |||||||
| 10 UNION SQUARE EAST SUITE 5B | NEW YORK | NY | 10003 | N/A | PUBLIC | CHARITABLE | $1,000 |
| RCDS ANNUAL GIVING | |||||||
| CEDAR STREET | RYE | NY | 10580 | N/A | PUBLIC | CHARITABLE | $5,000 |
| JUVENILE DIABETES RESEARCH | |||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | NONE | CHARITABLE | $2,000 |
| SOLVING KIDS CANCER | |||||||
| 598 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | CHARITABLE | $9,300 | |
| HJTEP | |||||||
| 40 WEST 143RD STREET | NEW YORK | NY | 10037 | NONE | CHARITABLE | $5,000 | |
| GBA | |||||||
| 33 TERMINAL WAY | PITTSBURGH | PA | 15219 | NONE | CHARITABLE | $700 | |
| SWIM ACROSS AMERICA | |||||||
| ONE INTERNATIONAL PLACE | BOSTON | MA | 02110 | NONE | CHARITABLE | $100 | |
| HELP FUNDING | |||||||
| PO BOX 1904 | ANNAPOLIS | MD | 21404 | NONE | CHARITABLE | $27,000 | |
| VANDERBILT UNIVERSITY | |||||||
| 2201 WEST END AVENUE | NASHVILLE | TN | 37240 | NONE | CHARITABLE | $1,500 | |
| MOUNT SINAI CHILDRENS CENTER | |||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | N/A | CHARITABLE | $1,000 | |
| THE RICHARD E HALPERN MEMORIAL | |||||||
| 25 STRATFORD ROAD | HARRISON | NY | 10528 | N/A | CHARITABLE | $250 | |
| CHABATAT VANDERBILT | |||||||
| 111 23RD AVENUE NORTH | NASHVILLE | TN | 37203 | N/A | CHARITABLE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 64950 | 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 | $35 | 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 | $137,772 | 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 | $137,807 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 137807 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,595 | Amount |
| Net Investment Income | 3595 | NetInvestmentIncome |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | OTHER INVESTMENTS | NameOfStock |
| EOY Book Value | 528308 | EOYBookValue |
| EOYFMV | 534260 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| NYS DEPARTMENT OF LAW | 100 | 100 |
| OTHER EXPENSES | 44 | 44 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | Category |
| Amount | $1,521 | Amount |
Comments