DAVID J SIMON FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- DAVID J SIMON FAMILY CHARITABLE FOUNDATION (EIN 13-4189190)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201211359349100751
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T08:56:18-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2124992630 | 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 | 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 |
| Date Signed | 2012-05-01 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN A KEPNISS | Name |
| Phone | 9739211250 | 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 | 471581 | 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 | 78 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 43 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1295 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1295 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 73677 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1044060 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 73677 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 75050 | TotalRevenueAndExpenses |
| Total Net Investment Income | 75015 | TotalNetInvestmentIncome |
| Taxes Rev And Expnss | 1135 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 207 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 207 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 1342 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 207 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 42630 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 42630 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 43972 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 207 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 42630 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 31078 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 74808 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 248067 | CashBOY |
| Cash EOY | 407481 | CashEOY |
| Cash EOYFMV | 407481 | CashEOYFMV |
| Investments Corp Stock BOY | 191039 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 62703 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 64100 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 439106 | TotalAssetsBOY |
| Total Assets EOY | 470184 | TotalAssetsEOY |
| Total Assets EOYFMV | 471581 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 439106 | RetainedEarningsBOY |
| Retained Earnings EOY | 470184 | RetainedEarningsEOY |
| Total Net Assets BOY | 439106 | TotalNetAssetsBOY |
| Total Net Assets EOY | 470184 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 439106 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 470184 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 439106 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 31078 | ExcessOfRevenueOverExpenses |
| Subtotal | 470184 | Subtotal |
| Total Net Assets Fund Balances EOY | 470184 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| BIG LOTS INC | 2011-05-24 | 2011-10-19 | 91165 | 82757 | 8408 | 8408 |
| DEL MONTE FOODS CO | 2010-11-23 | 2011-02-11 | 189288 | 170508 | 18780 | 18780 |
| GENZYME CORP | 2011-01-25 | 2011-02-16 | 301790 | 286741 | 15049 | 15049 |
| NOVELL INC | 2011-03-16 | 2011-04-28 | 122000 | 115799 | 6201 | 6201 |
| PROMOTORA DE INFORMACIONES | 2010-03-29 | 2011-01-07 | 21025 | 20531 | 494 | 494 |
| SANOFI CONTINGENT VALUE | 2011-08-26 | 3082 | 3082 | 3082 | ||
| TEMPLE INLAND | 2011-08-24 | 2011-09-15 | 93710 | 66908 | 26802 | 26802 |
| GENZYME CORP | 2011-03-18 | 2011-04-05 | 222000 | 227139 | -5139 | -5139 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 73677 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 50795 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 338977 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.149848 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 52435 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 257652 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.203511 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 58725 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 196034 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.299565 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 96850 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 148632 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.651609 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 54925 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 136142 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.403439 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.707972 | TotalDistributionRatio |
| Average Distribution Ratio | 0.341594 | AverageDistributionRatio |
| Net Noncharitable Assets | 420770 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 143733 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 748 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 144481 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 42630 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1496 | InvestmentIncomeExciseTax |
| Subtotal | 1496 | Subtotal |
| Tax Based On Investment Income | 1496 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 25 | PenaltyForUnderpayment |
| Tax Due | 1521 | 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 | 2126876834 | 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 |
| Relying Curr Notice Disaster Asst2 | X | RelyingCurrNoticeDisasterAsst2 |
| 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 | 113404 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 313774 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 427178 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 427178 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6408 | CashDeemedCharitable |
| Net Noncharitable Assets | 420770 | NetNoncharitableAssets |
| Minimum Investment Return | 21039 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 21039 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1496 | TaxBasedOnInvestmentIncome |
| Total Tax | 1496 | TotalTax |
| Distributable Amount Before Adj | 19543 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 19543 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 19543 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 42630 | 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 | 42630 | QualifyingDistributions |
| Adj Qualifying Distributions | 42630 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 19543 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year5 | 48126 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 89418 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 49263 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 40149 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 34964 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 261920 | TotalExcessDistriCarryover |
| Qualifying Distributions | 42630 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 19543 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 23087 | RemainingDistriFromCorpus |
| Total Corpus | 285007 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 48126 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 236881 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 89418 | ExcessFromYear4 |
| Excess From Year3 | 49263 | ExcessFromYear3 |
| Excess From Year2 | 40149 | ExcessFromYear2 |
| Excess From Year1 | 34964 | ExcessFromYear1 |
| Excess From Current Year | 23087 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID SIMON | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MUHLENBERG COLLEGE | |||||||||||
| 2400 CHEW STREET | ALLENTOWN | PA | 181045586 | N/A | PUBLIC | CHARITABLE | $1,500 | ||||
| CONGREGATION EMANUEL WESTCHESTER | |||||||||||
| 2125 WESTCHESTER AVENUE EAST | RYE | NY | 10580 | N/A | PUBLIC | CHARITABLE | $3,250 | ||||
| BRAEBURN CHARITY | |||||||||||
| PO BOX 1802 | PROVIDENCE | RI | 029011802 | N/A | PUBLIC | CHARITABLE | $500 | ||||
| THANC FOUNDATION | |||||||||||
| 10 UNION SQUARE EAST SUITE 5B | NEW YORK | NY | 10003 | N/A | PUBLIC | CHARITABLE | $1,000 | ||||
| AMERICAN FRIENDS OF SHALVA | |||||||||||
| N/A | PUBLIC | CHARITABLE | $2,500 | 6 IBN DENAN ST POB 34449 | JERUSALAM | IS | 91344 | ||||
| RCDS ANNUAL GIVING | |||||||||||
| CEDAR STREET | RYE | NY | 10580 | N/A | PUBLIC | CHARITABLE | $5,500 | ||||
| MEMORIAL SLOAN KETTERING CANCER | |||||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC | CHARITABLE | $3,600 | ||||
| ORT | |||||||||||
| 75 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PUBLIC | CHARITABLE | $350 | ||||
| JUVENILE DIABETES RESEARCH | |||||||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | NONE | CHARITABLE | $2,000 | ||||
| PURCHASE FIRE DEPARTMENT | |||||||||||
| 2 NEW STREET | PURCHASE | NY | 10577 | NONE | PUBLIC | CHARITABLE | $100 | ||||
| HARRISON POLICE ASSOCIATION | |||||||||||
| 1 HEINEMAN PLACE | HARRISON | NY | 10528 | NONE | CHARITABLE | $100 | |||||
| HARRISON VOLUNTEER AMBULANCE | |||||||||||
| 1 HEINEMAN PLACE | HARRISON | NY | 10528 | NONE | CHARITABLE | $30 | |||||
| NATIONAL MUSEUM OF RACING | |||||||||||
| 191 UNION AVENUE | SARATOGA SPRINGS | NY | 12866 | NONE | CHARITABLE | $200 | |||||
| MALARIA NO MORE | |||||||||||
| 432 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | NONE | CHARITABLE | $1,300 | |||||
| STARLIGHT CHILDRENS FOUNDATION | |||||||||||
| 1560 BROADWAY | NEW YORK | NY | 10036 | NONE | CHARITABLE | $2,500 | |||||
| SOLVING KIDS CANCER | |||||||||||
| 598 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | CHARITABLE | $2,000 | |||||
| RANDOM FARMS KIDS THEATER | |||||||||||
| 330 WEST 45TH STREET | NEW YORK | NY | 10036 | NONE | CHARITABLE | $100 | |||||
| PREP FOR PREP | |||||||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 10023 | NONE | CHARITABLE | $2,000 | |||||
| CHALLENGED ATHLETES | |||||||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | NONE | CHARITABLE | $1,000 | |||||
| THE LEUKEMIA AND LYMPHOMA SOCIETY | |||||||||||
| 1311 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | NONE | CHARITABLE | $250 | |||||
| SWIM ACROSS AMERICA | |||||||||||
| ONE INTERNATIONAL PLACE | BOSTON | MA | 02110 | NONE | CHARITABLE | $100 | |||||
| HELP FUNDING | |||||||||||
| PO BOX 1904 | ANNAPOLIS | MD | 21404 | NONE | CHARITABLE | $12,000 | |||||
| SOLDIERS SAILORS MARINES | |||||||||||
| 283 LEXINGTON AVENUE | NEW YORK | NY | 10016 | NONE | CHARITABLE | $500 | |||||
| MUSIC FOR TOMORROW | |||||||||||
| MADISON AVENUE | NEW YORK | NY | 10021 | N/A | CHARITABLE | $250 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 42630 | 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 | $1,373 | 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 | $73,677 | 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 | $75,050 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 75050 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | OTHER INVESTMENTS | NameOfStock |
| EOY Book Value | 62703 | EOYBookValue |
| EOYFMV | 64100 | 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 | 107 | 107 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAX EXEMPT DIVIDENDS | Description |
| Amount | $0 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | Category |
| Amount | $1,135 | Amount |
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