JOSEPH JACK SITT 1986 CHARITABLE TR: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
JOSEPH JACK SITT 1986 CHARITABLE TR (EIN 13-3406764)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-11
IRS object ID
201343169349100309
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

FieldValueIRS element (for citing)
Timestamp2013-11-11T14:29:56-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1FTI Consulting IncBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1101 Eisenhower ParkwayAddressLine1
CityRoselandCity
StateNJState
ZIP Code07068ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN133406764EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Joseph Jack Sitt 1986 - Charitable TrustBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% TAXPAYERInCareOfName
Name ControlJOSENameControl
Phone2125295055Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 West 39th Street - 11th FloorAddressLine1
Address Line2SuiteAddressLine2
CityNew YorkCity
StateNYState
ZIP Code10018ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJoseph J SittName
TitleTrusteeTitle
Phone2125295055Phone
Date Signed2013-11-06DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone9733640400Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY9158478FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss0ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss59InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm59InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss1DividendsRevAndExpnss
Dividends Net Invst Incm1DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses60TotalRevenueAndExpenses
Total Net Investment Income60TotalNetInvestmentIncome
Other Expenses Rev And Expnss252OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm252OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss252TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm252TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss560388ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps560388ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss560640TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm252TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps560388TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-560580ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY8886SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY8306SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV8306SavingsAndTempCashInvstEOYFMV
Investments Other BOY8613526InvestmentsOtherBOY
Investments Other EOY9150172InvestmentsOtherEOY
Investments Other EOYFMV9150172InvestmentsOtherEOYFMV
Total Assets BOY8622412TotalAssetsBOY
Total Assets EOY9158478TotalAssetsEOY
Total Assets EOYFMV9158478TotalAssetsEOYFMV
Loans From Officers BOY788477LoansFromOfficersBOY
Loans From Officers EOY1885123LoansFromOfficersEOY
Total Liabilities BOY788477TotalLiabilitiesBOY
Total Liabilities EOY1885123TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY7833935RetainedEarningsBOY
Retained Earnings EOY7273355RetainedEarningsEOY
Total Net Assets BOY7833935TotalNetAssetsBOY
Total Net Assets EOY7273355TotalNetAssetsEOY
Total Liabilities Net Assets BOY8622412TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY9158478TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY7833935TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-560580ExcessOfRevenueOverExpenses
Subtotal7273355Subtotal
Total Net Assets Fund Balances EOY7273355TotalNetAssetsFundBalancesEOY
FieldValueIRS element (for citing)
Capital Gains And LossesCapitalGainsAndLosses

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1290796QualifyingDistributionsYear1
Noncharitable Assets Year18521144NoncharitableAssetsYear1
Distribution Ratio Year10.034126DistributionRatioYear1
Qualifying Distributions Year2968428QualifyingDistributionsYear2
Noncharitable Assets Year27997185NoncharitableAssetsYear2
Distribution Ratio Year20.121096DistributionRatioYear2
Qualifying Distributions Year31303345QualifyingDistributionsYear3
Noncharitable Assets Year38092651NoncharitableAssetsYear3
Distribution Ratio Year30.161053DistributionRatioYear3
Qualifying Distributions Year4479828QualifyingDistributionsYear4
Noncharitable Assets Year4466417NoncharitableAssetsYear4
Distribution Ratio Year41.028753DistributionRatioYear4
Qualifying Distributions Year5534378QualifyingDistributionsYear5
Noncharitable Assets Year5742243NoncharitableAssetsYear5
Distribution Ratio Year50.71995DistributionRatioYear5
Total Distribution Ratio2.064978TotalDistributionRatio
Average Distribution Ratio0.412996AverageDistributionRatio
Net Noncharitable Assets9048867NetNoncharitableAssets
Adjusted Noncharitable Assets3737146AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One3737146AdjNonchrtblAssetsAndOnePct
Qualifying Distributions560388QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Subtotal0Subtotal
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment3748EstTaxPaymentsAndOverpayment
Total Credits And Payments3748TotalCreditsAndPayments
Overpayment3748Overpayment
Amount Credited To Next Year3748AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1TAXPAYERBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number2125295055BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line125 WEST 39TH STREET - 11TH FLOORAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10018ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

FieldValueIRS element (for citing)
Person NameJoseph J SittPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 West 39th Street - 11th FloorAddressLine1
CityNew YorkCity
StateNYState
ZIP Code10018ZIPCode
FieldValueIRS element (for citing)
TitleTrusteeTitle
Avg Hours Per Wk Devoted To Position0AvgHoursPerWkDevotedToPosition
Compensation0Compensation
FieldValueIRS element (for citing)
Summary Of Direct Charitable ActySummaryOfDirectCharitableActy

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1NONEDescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances36495AvgMonthlyCashBalances
FMV All Other Noncharitable Assets9150172FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets9186667TotalFMVOfUnusedAssets
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets9186667AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable137800CashDeemedCharitable
Net Noncharitable Assets9048867NetNoncharitableAssets
Minimum Investment Return452443MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return452443MinimumInvestmentReturn
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Tax0TotalTax
Distributable Amount Before Adj452443DistributableAmountBeforeAdj
Distributable Amount Before Ded452443DistributableAmountBeforeDed
Distributable Amount As Adjusted452443DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions560388ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets0AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test0AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test0AmountsSetAsideCashDistriTest
Qualifying Distributions560388QualifyingDistributions
Adj Qualifying Distributions560388AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted452443DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Prior Year12010PriorYear1
Prior Year22009PriorYear2
Prior Year32008PriorYear3
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year5149578ExcessDistriCarryoverYear5
Excess Distri Carryover Year4478246ExcessDistriCarryoverYear4
Excess Distri Carryover Year31030182ExcessDistriCarryoverYear3
Excess Distri Carryover Year2968428ExcessDistriCarryoverYear2
Excess Distri Carryover Year1290796ExcessDistriCarryoverYear1
Total Excess Distri Carryover2917230TotalExcessDistriCarryover
Qualifying Distributions560388QualifyingDistributions
Applied To Year10AppliedToYear1
Treated As Distri From Corpus560388TreatedAsDistriFromCorpus
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus452443ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY452443ExcessDistriCyovAppliedCY
Total Corpus3025175TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year3025175ExcessDistriCyovToNextYear
Excess From Year4175381ExcessFromYear4
Excess From Year31030182ExcessFromYear3
Excess From Year2968428ExcessFromYear2
Excess From Year1290796ExcessFromYear1
Excess From Current Year560388ExcessFromCurrentYear
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundations

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerJOSEPH J SITTContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (58 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line1RecipientForeignAddress/AddressLine1CityRecipientForeignAddress/CityCountryRecipientForeignAddress/CountryPostal CodeRecipientForeignAddress/PostalCode
Allegra Franco Sephardic Women's College
1061 Ocean ParkwayBrooklynNY11230NonePublic CharityUnrestricted$1,001
American Friends Of Aram Soba
1501 East 7th StreetBrooklynNY11230NonePublic CharityUnrestricted$1,500
American Friends Of Lubavitch
2110 Leroy Place NWWashingtonDC20008NonePublic CharityUnrestricted$4,000
Angel Fund
379 Kings HighwayBrooklynNY11223NonePublic CharityUnrestricted$1,500
Bikur Holim
2021 East 8th StreetBrooklynNY11223NonePublic CharityUnrestricted$2,600
Bnai Zion Foundation
136 East 39th StreetNew YorkNY10016NonePublic CharityUnrestricted$1,000
Bobbie's Place
1472 East 17th StreetBrooklynNY11230NonePublic CharityUnrestricted$9,000
Bonei Olam
1755 46th StreetBrooklynNY11204NonePublic CharityUnrestricted$1,000
Breakthrough New York
55 Exchange Place Suite 503New YorkNY10021NonePublic CharityUnrestricted$5,000
Congregation Keser Torah
Abe Reinhold - 1711 54th StreetBrooklynNY11204NonePublic CharityUnrestricted$1,000
Congregation Chesed L'Avraham
1848 East 7th StreetBrooklynNY11223NonePublic CharityUnrestricted$23,000
Congregation Shaare Zion
2030 Ocean ParkwayBrooklynNY11223NonePublic CharityUnrestricted$49,600
Congregation Tiferes Yaakov
1458 50th StreetBrooklynNY11219NonePublic CharityUnrestricted$3,000
Deal PBA Local 101
PO BOX 308DealNJ07723NonePublic CharityUnrestricted$2,000
DSN
PO Box 174OakhurstNJ07755NonePublic CharityUnrestricted$1,800
Edmond J Safra Synagogue of Deal
75 Hathaway AvenueDealNJ07723NonePublic CharityUnrestricted$1,502
Emunah Bet Elazaki
7 Penn Plaza Suite 205New YorkNY10001NonePublic CharityUnrestricted$11,500
Ezer Mizion Inc
1281 49th StreetBrooklynNY11219NonePublic CharityUnrestricted$1,800
Felician College
262 S Main StreetLodiNJ07644NonePublic CharityUnrestricted$3,750
Hasdei Avraham VeSarah
1140 Park LaneElberonNJ07740NonePublic CharityUnrestricted$1,000
Hillel Yeshiva
PO Box 2288OceanNJ07712NonePublic CharityUnrestricted$10,102
Ilan High School
82 Norwood Avenue - Suite 3DealNJ07723NonePublic CharityUnrestricted$6,602
Imagine Academy
1458 East 14th StreetBrooklynNY11230NonePublic CharityUnrestricted$1,000
Jewish Community Relations Council
225 west 34th Street - Suite 1607New YorkNY10122NonePublic CharityUnrestricted$2,600
Junior Tennis Foundation
70 West Red Oak Lane - 4th FloorWhite PlainsNY10604NonePublic CharityUnrestricted$8,580
Keter Torah Yeshivah
301 Monmouth StreetDealNJ07755NonePublic CharityUnrestricted$1,000
Magen David Yeshivah
2130 McDonald AvenueBrooklynNY11223NonePublic CharityUnrestricted$125,022
Mary Tawil Foundation
1832 East 8th StreetBrooklynNY11223NonePublic CharityUnrestricted$2,500
Mikdash Eliyahu
2 Ethel Road Suite 205 AEdisonNJ08817NonePublic CharityUnrestricted$64,444
Neve Shalev
NonePublic CharityUnrestricted$3,60010 Hapalmach St - POB 9504Tel AvivIS61094
New York University
70 Washington SquareNew YorkNY10012NonePublic CharityUnrestricted$50,000
Ohel Simcha Super Fund
PO Box 2088ElberonNJ07740NonePublic CharityUnrestricted$1,000
Ohel Yaacob Congregation
4 Ocean AvenueDealNJ07723NonePublic CharityUnrestricted$2,150
Ohr Meir Foundation
3023 Avenue JBrooklynNY11210NonePublic CharityUnrestricted$1,000
Porat Yoseph Foundation
1879 East 2nd StreetBrooklynNY11223NonePublic CharityUnrestricted$2,500
Reach For The Stars
1523 Avenue MBrooklynNY11230NonePublic CharityUnrestricted$1,000
SEAD
1 Meridian RoadEatontownNJ07724NonePublic CharityUnrestricted$1,000
Safe Foundation Inc
PO Box 230060BrooklynNY11223NonePublic CharityUnrestricted$26,000
Sarah Sutton Food Pantry
425 KingshighwayBrooklynNY11223NonePublic CharityUnrestricted$2,000
Sephardic Academy Of Manhattan
14 Penn Plaza Ste 1011New YorkNY10016NonePublic CharityUnrestricted$1,250
Sephardic Bikur Holim
200 Norwood AvenueOakhurstNJ07755NonePublic CharityUnrestricted$9,589
Sephardic Bikur Holim
425 Kings HighwayBrooklynNY11223NonePublic CharityUnrestricted$1,000
Sephardic Community Center
1901 Ocean ParkwayBrooklynNY11223NonePublic CharityUnrestricted$3,000
Sephardic Congregation Of Har Halebanon
Nazira Shamah - 764 Ocean AvenueLong BranchNJ07740NonePublic CharityUnrestricted$2,600
Sephardic Food Fund
8 West 40th Street 4th FLNew YorkNY10018NonePublic CharityUnrestricted$3,037
Sephardic Mikva Israel
810 Avenue SBrooklynNY11223NonePublic CharityUnrestricted$2,573
Sephardic Torah Center
PO Box 167DealNJ07723NonePublic CharityUnrestricted$1,000
Special Children Center
Special Childner - 1400 Prospect StLakewoodNJ08701NonePublic CharityUnrestricted$5,000
Synagogue of Deal
128 Norwood AvenueDealNJ07723NonePublic CharityUnrestricted$4,400
The Special Children's Center
1400 Prospect StreetLakewoodNJ08701NonePublic CharityUnrestricted$6,852
Torah Academy of Brooklyn
2066 East Ninth StreetBrooklynNY11223NonePublic CharityUnrestricted$1,000
Torat Hanachal
303 Park AvenueElberonNJ07740NonePublic CharityUnrestricted$1,000
Yad Yosef Congregation
1036 Ocean ParkwayBrooklynNY112304001NonePublic CharityUnrestricted$23,500
Yad Yosef
1778 East 9th StreetBrooklynNY11223NonePublic CharityUnrestricted$3,000
Yeshiva Gedolah Bais Yisroel
4 Solond RoadMonseyNY10952NonePublic CharityUnrestricted$2,000
Yeshiva of Flatbush
919 East 10th StBrooklynNY11230NonePublic CharityUnrestricted$30,200
YofChesed Trip
1044 E 4th StreetBrooklynNY11230NonePublic CharityUnrestricted$1,200
Total Donations Less than 1000
VariousVariousNY11223NonePublic CharityUnrestricted$19,534
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year560388TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

FieldValueIRS element (for citing)
Fees Contracts From Govt AgenciesFeesContractsFromGovtAgencies
Membership Dues And AssessmentsMembershipDuesAndAssessments

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$59ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1ExclusionAmount
FieldValueIRS element (for citing)
Net Rental Incm Re Debt Fincd PropNetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal PropertyNetRentalIncmPersonalProperty
Other Investment Income Part VIIOtherInvestmentIncomePartVII
Gain Sales Assets Oth Than InvntryGainSalesAssetsOthThanInvntry
Net Income Loss From Special EventsNetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of InvntryGrossProfitLossSalesOfInvntry

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$60ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA60TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

FieldValueIRS element (for citing)
DescriptionNONEDescription

Depreciation Schedule DepreciationSchedule

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPursuant to IRC Section 4942(h)(2) and Reg. 53-4942(a), the above referenced foundation hereby elects to treat the current year qualifying distributions in excess of the immediately preceeding tax year's undistributed income as being made out of the corpus.Election

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or Item99% INTEREST IN THOR UPF I LLCCategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value9150172BookValue
EOYFMV9150172EOYFMV

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBANK FEESDescription
Revenue And Expenses Per Books252RevenueAndExpensesPerBooks
Net Investment Income252NetInvestmentIncome

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionREFUND OF FEDERAL TAXES OVERPAYMENTDescription

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFEDERAL TAXES PAIDCategory

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