THE KAPLAN SISTERS FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE KAPLAN SISTERS FOUNDATION (EIN 20-6934832)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-03
- IRS object ID
- 201201859349100005
- Schema version
- 2011v1.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-03T10:58:06-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222428965 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 709 WESTCHESTER AVENUE | AddressLine1 |
| City | WHITE PLAINS | City |
| State | NY | State |
| ZIP Code | 10604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206934832 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KAPLAN SISTERS FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O FCG ADVISORS ATTJOHN COMBIAS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KAPL | NameControl |
| Phone | 9736357374 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MAIN STREET NO 202 | AddressLine1 |
| City | CHATHAM | City |
| State | NJ | State |
| ZIP Code | 07928 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RUTH KAPLAN | Name |
| Title | TRUSTEE | Title |
| Phone | 9736357374 | Phone |
| Date Signed | 2012-05-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD HROBERTSCPA | Name |
| PTIN | P00667378 | PTIN |
| Phone | 9149492990 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 786115 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 5000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 14347 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 11769 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 16539 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 93797 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 16539 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 35886 | TotalRevenueAndExpenses |
| Total Net Investment Income | 28308 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 5500 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 100 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 100 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 70 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 70 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 9115 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 9115 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 14785 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 14685 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 100 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 41000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 41000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 55785 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 14685 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 41100 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -19899 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 13623 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 26440 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 47272 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 47272 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 427 | AccountsReceivable |
| Accounts Receivable BOY | 3114 | AccountsReceivableBOY |
| Accounts Receivable EOY | 427 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 427 | AccountsReceivableEOYFMV |
| Investments Govt Oblig BOY | 223637 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 247183 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 265868 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 504609 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 440179 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 472548 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 757800 | TotalAssetsBOY |
| Total Assets EOY | 735061 | TotalAssetsEOY |
| Total Assets EOYFMV | 786115 | 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 | 757800 | RetainedEarningsBOY |
| Retained Earnings EOY | 735061 | RetainedEarningsEOY |
| Total Net Assets BOY | 757800 | TotalNetAssetsBOY |
| Total Net Assets EOY | 735061 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 757800 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 735061 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 757800 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -19899 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 737901 | Subtotal |
| Other Decreases | 2840 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 735061 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 28853 | 26760 | 2093 | 2093 | |
| PUBLICLY TRADED SECURITIES | 63421 | 49342 | 14079 | 14079 | |
| PUBLICLY TRADED SECURITIES | 1156 | -1156 | -1156 | ||
| PUBLICLY TRADED SECURITIES | 859 | 859 | 859 | ||
| CAPITAL GAINS DIVIDENDS | 664 | 664 | 664 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 16539 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 36930 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 875976 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.042159 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 0 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 0 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.0 | DistributionRatioYear2 |
| Total Distribution Ratio | 0.042159 | TotalDistributionRatio |
| Average Distribution Ratio | 0.021080 | AverageDistributionRatio |
| Net Noncharitable Assets | 815786 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 17197 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 136 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 17333 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 41100 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 136 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 136 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 136 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 161 | TaxPaidWithExtension |
| Total Credits And Payments | 161 | TotalCreditsAndPayments |
| Overpayment | 25 | Overpayment |
| Amount Credited To Next Year | 25 | 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 | CITRIN COOPERMAN COMPANY LLP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9149492990 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 709 WESTCHESTER AVENUE | AddressLine1 |
| City | WHITE PLAINS | City |
| State | NY | State |
| ZIP Code | 10604 | 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 |
|---|---|---|---|---|---|---|---|---|
| RUTH KAPLAN | ||||||||
| 5 PARADE LANE | RYE BROOK | NY | 10573 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| SARA ABRAMSON | ||||||||
| 84 ISELIN TERRACE | LARCHMONT | NY | 10538 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| LILLY COMBIAS | ||||||||
| 26 CRESCENT ROAD | MADISON | NJ | 07904 | TRUSTEE | 0.00 | 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 |
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 | 797787 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 30422 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 828209 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 828209 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12423 | CashDeemedCharitable |
| Net Noncharitable Assets | 815786 | NetNoncharitableAssets |
| Minimum Investment Return | 40789 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 40789 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 136 | TaxBasedOnInvestmentIncome |
| Total Tax | 136 | TotalTax |
| Distributable Amount Before Adj | 40653 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 40653 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 40653 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 41100 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 41100 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 136 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 40964 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 40653 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 579 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 579 | TotalExcessDistriCarryover |
| Qualifying Distributions | 41100 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 40653 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 447 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1026 | 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 | 1026 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 579 | ExcessFromYear3 |
| Excess From Current Year | 447 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BOMA | |||||||
| 1101 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | 501C3 | GENERAL SUPPORT | $1,000 |
| BRIDGES OUTREACH INC | |||||||
| 120 MORRIS AVENUE | SUMMIT | NJ | 07901 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| CLINICAL BRAIN TUMOR RES FUND DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | NONE | 501C3 | GENERAL SUPPORT | $3,000 |
| GLOBAL LITERACY PROJECT INC | |||||||
| PO BOX 228 | NEW BRUNSWICK | NJ | 08903 | NONE | 501C3 | GENERAL SUPPORT | $5,000 |
| MORRISTOWN MEMORIAL HEALTH FOUNDATION | |||||||
| 100 MADISON AVENUE | MORRISTOWN | NJ | 07962 | NONE | PUBLIC | TO SUPPORT MEDICAL PROGRAMS | $7,500 |
| POPULATION COUNCIL INC | |||||||
| 1 DAG HAMMARSKJOLD PLAZA | NEW YORK | NY | 10017 | NONE | 501C3 | GENERAL SUPPORT | $3,000 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NONE | 501C3 | GENERAL PURPOSE | $9,000 |
| TRUSTEES OF COLUMBIA PRESBYTERIAN | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | 501C3 | GENERAL | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 41000 | 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 | $14,347 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $16,539 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $30,886 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 30886 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | NAOMI KAPLAN | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 82 MAGNOLIA LANE | AddressLine1 |
| City | LARCHMONT | City |
| State | NY | State |
| ZIP Code | 10538 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 5000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $5,500 | Amount |
| Net Investment Income | 5500 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EQUITY SECURITIES | NameOfStock |
| EOY Book Value | 440179 | EOYBookValue |
| EOYFMV | 472548 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 171326 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 186683 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 75857 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 79185 | StateLocalSecuritiesEOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TO ADJUST BALANCE SHEET TO CASH REGARDING ACCRUED INCOME | Description |
| Amount | $2,840 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| INVESTMENT FEES 040355 | 8886 | 8886 | 0 | 0 |
| INVESTMENT FEES 040355 | 48 | 48 | 0 | 0 |
| INVESTMENT FEES-ISHARES | 181 | 181 | 0 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NYS FILING FEES | Category |
| Amount | $100 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 100 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES-FORM 990 | Category |
| Amount | $70 | Amount |
| Net Investment Income | 70 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments