TREIBER FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
TREIBER FAMILY FOUNDATION (EIN 11-3440919)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-06-15
IRS object ID
201221679349100602
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-06-15T08:55:55-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN112896024EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID A BLACK CPABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line131 ROBBINS DRIVEAddressLine1
CityEAST WILLISTONCity
StateNYState
ZIP Code11596ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN113440919EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1The Treiber Family FoundationIncBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlTREINameControl
Phone5162144044Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1377 Oak StreetAddressLine1
CityGarden CityCity
StateNYState
ZIP Code11530ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameH CRAIG TREIBERName
TitlePRESIDENTTitle
Phone5162144044Phone
Date Signed2012-06-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
PTINP00117902PTIN
Phone5162946638Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY2429107FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss16407InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm16407InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss65450DividendsRevAndExpnss
Dividends Net Invst Incm65336DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss115954NetGainSaleAssetsRevAndExpnss
Gross Sales Price1291842GrossSalesPrice
Capital Gain Net Incm Net Invst Incm58547CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss2500OtherIncomeRevAndExpnss
Other Income Net Invst Incm2500OtherIncomeNetInvstIncm
Total Revenue And Expenses200311TotalRevenueAndExpenses
Total Net Investment Income142790TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss5996AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm2998AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss3121TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss19699OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm17844OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss28816TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm20842TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss345101ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps345101ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss373917TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm20842TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps345101TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-173606ExcessOfRevenueOverExpenses
Net Investment Income121948NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY6624CashBOY
Cash EOY13791CashEOY
Cash EOYFMV13791CashEOYFMV
Savings And Temp Cash Invst BOY187694SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY103319SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV103319SavingsAndTempCashInvstEOYFMV
Investments Other BOY2139129InvestmentsOtherBOY
Investments Other EOY2042731InvestmentsOtherEOY
Investments Other EOYFMV2311997InvestmentsOtherEOYFMV
Total Assets BOY2333447TotalAssetsBOY
Total Assets EOY2159841TotalAssetsEOY
Total Assets EOYFMV2429107TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY2333447RetainedEarningsBOY
Retained Earnings EOY2159841RetainedEarningsEOY
Total Net Assets BOY2333447TotalNetAssetsBOY
Total Net Assets EOY2159841TotalNetAssetsEOY
Total Liabilities Net Assets BOY2333447TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY2159841TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY2333447TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-173606ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal2159841Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY2159841TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (17 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLossesDate AcquiredDateAcquiredDate SoldDateSold
SEE SCHEDULE IP107435133939-26504-26504
SEE SCHEDULE IP2900172533013671636716
SEE SCHEDULE IIP89992104304-14312-14312
SEE SCHEDULE IIP2561242129724315243152
SEE SCHEDULE IIIP4909149145-54-54
SEE SCHEDULE IIIP16185015532465266526
SEE SCHEDULE IVP432514153617151715
SEE SCHEDULE IVP539825151424682468
SEE SCHEDULE VP1898818188800800
SEE SCHEDULE VP14795313936085938593
P00
DONATION OF FIRST OF LI STOCK - NONTAXABLE BOOK GAINP679506795000
15 SHARES AIR PRODUCTS AND CHEMP13669244424422009-05-152011-06-20
17 SHARES GOLDMAN SACHSP18792285-406-4062009-05-152011-08-24
16 SHARES GOLDMAN SACHSP15182150-632-6322009-05-152011-12-13
3 SHARES GOLDMAN SACHS GROUP INCP282403-121-1212009-05-15
Capital Gains DividendsP164164164
FieldValueIRS element (for citing)
Capital Gain Net Income58547CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1137751QualifyingDistributionsYear1
Noncharitable Assets Year12669892NoncharitableAssetsYear1
Distribution Ratio Year10.051594DistributionRatioYear1
Qualifying Distributions Year2192197QualifyingDistributionsYear2
Noncharitable Assets Year22575502NoncharitableAssetsYear2
Distribution Ratio Year20.074625DistributionRatioYear2
Qualifying Distributions Year3257312QualifyingDistributionsYear3
Noncharitable Assets Year32913428NoncharitableAssetsYear3
Distribution Ratio Year30.088319DistributionRatioYear3
Qualifying Distributions Year4179221QualifyingDistributionsYear4
Noncharitable Assets Year43178907NoncharitableAssetsYear4
Distribution Ratio Year40.056378DistributionRatioYear4
Qualifying Distributions Year5236921QualifyingDistributionsYear5
Noncharitable Assets Year53231914NoncharitableAssetsYear5
Distribution Ratio Year50.073307DistributionRatioYear5
Total Distribution Ratio0.344223TotalDistributionRatio
Average Distribution Ratio0.068845AverageDistributionRatio
Net Noncharitable Assets2595278NetNoncharitableAssets
Adjusted Noncharitable Assets178672AdjustedNoncharitableAssets
One Percent Net Investment Income1219OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One179891AdjNonchrtblAssetsAndOnePct
Qualifying Distributions345101QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax1219InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal1219Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income1219TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment2400EstTaxPaymentsAndOverpayment
Tax Paid With Extension1100TaxPaidWithExtension
Total Credits And Payments3500TotalCreditsAndPayments
Overpayment2281Overpayment
Amount Credited To Next Year1600AmountCreditedToNextYear
Amount To Be Refunded681AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1H Craig TreiberBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number5162144044BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1377 Oak StreetAddressLine1
CityGarden CityCity
StateNYState
ZIP Code11530ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
H Craig Treiber
7 Tanglewood LaneSea CliffNY11579President0.00000
John H Treiber
394 Charles StreetEast WillistonNY11596Vice President0.00000
Scott R Treiber
112 Blair RoadOyster Bay CoveNY11771Treasurer0.00000
Peter S Treiber
110 Glenlawn AvenueSea CliffNY11579Secretary0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities2497263AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances137537AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets2634800TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets2634800AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable39522CashDeemedCharitable
Net Noncharitable Assets2595278NetNoncharitableAssets
Minimum Investment Return129764MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return129764MinimumInvestmentReturn
Tax Based On Investment Income1219TaxBasedOnInvestmentIncome
Total Tax1219TotalTax
Distributable Amount Before Adj128545DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded128545DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted128545DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions345101ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions345101QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm1219OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions343882AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted128545DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year3109448ExcessDistriCarryoverYear3
Excess Distri Carryover Year264406ExcessDistriCarryoverYear2
Excess Distri Carryover Year16627ExcessDistriCarryoverYear1
Total Excess Distri Carryover180481TotalExcessDistriCarryover
Qualifying Distributions345101QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year128545AppliedToCurrentYear
Remaining Distri From Corpus216556RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus397037TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year397037ExcessDistriCyovToNextYear
Excess From Year3109448ExcessFromYear3
Excess From Year264406ExcessFromYear2
Excess From Year16627ExcessFromYear1
Excess From Current Year216556ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (40 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ADELPHI UNIVERSITY
One South AvenueGarden CityNY11530NonePublic CharityGeneral Fund$7,500
ANIMAL REFUGE LEAGUE
449 Stroudwater StreetWestbrookME04092NonePublic CharityGeneral Fund$1,000
CAMP DUDLEY YMCA INC
126 Dudley RoadWestportNY12993NonePublic CharityGeneral FundBuilding Fund$23,887
CHAMINADE DEVELOPMENT FUND
Jackson AvenueMineolaNY11501NONEPUblic CharityGeneral Fund$900
CSEA FOUNDATION
PO BOX 598Long BeachNY11561NonePublic CharityGeneral Fund$500
EPISCOPAL CHARITIES OF LONG ISLAND
36 Cathedral PlaceGarden CityNY11530NonePublic CharityGeneral Fund$98,246
FAMILY AND CHILDREN'S ASSOCIATION
100 East Old Country RoadMineolaNY11501NonePublic CharityProgram Development$40,580
FOUNDATION FOR FIGHTING BLINDNESS
325 West 34th Street Suite 1708New YorkNY10122NOnePublic CharityGeneral Fund$1,000
FRIENDS OF THE SANDS POINT PRESERVE INC
127 Middle Neck RoadSands PointNY11050NonePublic CharityGeneral Fund$2,000
GREATER NEW YORK COUNCILS BSA
350 Fifth AvenueNew YorkNY10018NonePublic CharityGeneral Fund$2,500
Hartford Foundation for Public Giving
10 Columbus Blvd - 8th FloorHartfordCT06106NonePublic CharityGeneral Fund$250
Holocaust Memorial & Tolerance Center of Nassau County
100 Crescent Beach RoadGlen CoveNY11542NonePublic CharityGeneral Fund$300
Jewish Childcare Association
120 Wall Street 20th FloorNew YorkNY10005NonePublic CharityGeneral Fund$10,000
Kellenberg Memorial High School
1400 Glenn Curtiss BlvdUniondaleNY11553NonePublic CharityGeneral Fund$1,000
LAKE GEORGE LAND CONSERVANCY
PO Box 1250 Lake Shore DriveBolton LandingNY12814NonePublic CharityLand Purchase$1,000
LONG ISLAND CADDIE SCHOLARSHIP FUND
1225 Franklin Avenue Suite 400Garden CityNY11530NONEPRivate FoundationGeneral Fund$1,500
LONG ISLAND GOLF ASSOCIATION
114 Old Country RoadMineolaNY11501NonePublic CharityGeneral Fund$5,000
MAURER FOUNDATION
800 Port Washington BlvdPort WashingtonNY11050NoneFoundationGeneral Fund$4,000
Melanoma Research Foundation
1375 BroadwayNew YorkNY10018NonePublic CharityGeneral Fund$500
METROPOLITAN GOLF ASSOCIATION FOUNDATION
49 Knollwood RoadELMSFORDNY10523NONEPrivate FoundationGeneral Fund$25,000
METROPOLITAN PGA INC
49 Knollwood RoadElmsfordNY10523NONEPrivate FoundationGeneral Fund$22,500
Nassau Physicians Foundation
PO Box 756ManhassetNY11030NonePublic CharityGeneral Fund$1,000
NEW YORK BLOOD CENTER
Old Country RoadMineolaNY11501NONEPublic CharityGeneral Fund$1,000
North Shore Hebrew Academy
16 Cherry LaneGreat NeckNY11024NonePublic CharityGeneral Fund$5,000
North Shore Land Alliance
151 Post RoadOld WestburyNY11568NonePublic CharityGeneral Fund$1,000
NORTH SHORE LONG ISLAND JEWISH HEALTH SYSTEM
125 Community DriveGreat NeckNY11021NonePublic CharityGeneral Fund$12,907
Palladia
2006 Madison AvenueNew YorkNY10035NonePublic CharityGeneral Fund$1,000
PROVIDENCE HOUSE
701 Lexington AvenueBrooklynNY11221NonePublic CharityGeneral Fund$2,250
REGIONAL PLAN ASSOCIATION
4 Irving Place - 7th FloorNew YorkNY10003NonePublic CharityGeneral Fund$1,000
SCO FAMILY OF SERVICES
1 Alexander PlaceGlen CoveNY11542NonePublic CharityGeneral Fund$26,050
St Gertrudes Parish
28 School StreetBayvilleNY11709NonePublic CharityGeneral Fund$100
St Martin de Porres Marianist School
530 Hempstead BlvdUniondaleNY11553NonePublic CharityGeneral Fund$500
ST Paul's Episcopal Church
28 Highland RoadGlen CoveNY11542NonePublic CharityGeneral Fund$2,500
Stroobants Heart Center
3300 Rivermont AvenueLynchburgVA24503NonePublic CharityGeneral Fund$1,000
Telecare
1200 Glenn Curtis BlvdUniondaleNY11553NonePublic CharityGeneral Fund$1,000
The Open Door
PO Box 3306Glens FallsNY12801NonePublic CharityGeneral Fund$5,000
Tuberous Sclerosis Alliance
801 Roeder Road Suite 750Silver SpringMD20910NonePublic CharityGeneral Fund$100
WINTHROP UNIVERSITY HOSPITAL
286 Old Country RoadMineolaNY11501NonePublic CharityBuilding Fund$3,000
Wissahickon Watershed Valley Association
12 Morris RoadAmberPA19002NonePublic CharityGeneral Fund$100
YMCA OF LONG ISLAND INC
121 Dosoris LaneGlen CoveNY11542NonePublic CharityGeneral Fund$31,431
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year345101TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Related Or Exempt Function Income16407RelatedOrExemptFunctionIncome

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income65450RelatedOrExemptFunctionIncome

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income2500RelatedOrExemptFunctionIncome

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income115954RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income200311RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA200311TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

FieldValueIRS element (for citing)
Line Number4LineNumber
Relationship StatementThe dividends and capital gains earned on the funds investments fund its charitable contributions.RelationshipStatement

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryAccountingCategory
Amount$5,996Amount
Net Investment Income2998NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemMERRILL LYNCH INVESTMENT ACCOUNTSCategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value2042731BookValue
EOYFMV2311997EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (7 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
New York State Fee25000
Statutory Advertising12500
Bank Service Charges-7500
Investment Management Fee17844178440
TELEPHONE101800
OFFICE SUPPLIES2200
OTHER51500

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionREFUND OF CONTRIBUTIONDescription
Revenue And Expenses Per Books2500RevenueAndExpensesPerBooks
Net Investment Income2500NetInvestmentIncome
Adjusted Net Income2500AdjustedNetIncome

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
Federal Excise Taxes$2,77200
Foreign Withholding Taxes$34900

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