RENEE B FISHER FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- RENEE B FISHER FOUNDATION (EIN 06-0952015)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-06
- IRS object ID
- 201223119349100417
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-06T15:06:26-06:00 | 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 | LIPNER SOFFERMAN & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 JERICHO TPKE STE 402 | AddressLine1 |
| City | JERICHO | City |
| State | NY | State |
| ZIP Code | 11753 | 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 | 060952015 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENEE B FISHER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RENE | NameControl |
| Phone | 5164874070 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CP FISHER PO BOX 366 | AddressLine1 |
| City | GREEN FARMS | City |
| State | CT | State |
| ZIP Code | 06838 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROL FISHER | Name |
| Title | PRESIDENT | Title |
| Phone | 5164874070 | Phone |
| Date Signed | 2012-10-31 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAY LIPNER CPA | Name |
| Phone | 5164874070 | Phone |
| Date Prepared | 2012-11-06 | DatePrepared |
| 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 | 12774161 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 47461 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 47461 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 47461 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 239268 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 239268 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 239268 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 61793 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 394113 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 299 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 7496 | OtherIncomeRevAndExpnss |
| Other Income Adj Net Incm | 7496 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 356018 | TotalRevenueAndExpenses |
| Total Net Investment Income | 287028 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 294225 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 19000 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 19000 | AccountingFeesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 15421 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 15421 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 95631 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 73703 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 21928 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 130052 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 73703 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 56349 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 572541 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 572541 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 702593 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 73703 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 628890 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -346575 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 213325 | NetInvestmentIncome |
| Adjusted Net Income | 294225 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 46877 | CashBOY |
| Cash EOY | 102964 | CashEOY |
| Cash EOYFMV | 102964 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1382823 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1029996 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1029996 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 9789323 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 9739488 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 11641201 | InvestmentsGovtObligEOYFMV |
| Total Assets BOY | 11219023 | TotalAssetsBOY |
| Total Assets EOY | 10872448 | TotalAssetsEOY |
| Total Assets EOYFMV | 12774161 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 11219023 | UnrestrictedBOY |
| Unrestricted EOY | 10872448 | UnrestrictedEOY |
| Total Net Assets BOY | 11219023 | TotalNetAssetsBOY |
| Total Net Assets EOY | 10872448 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 11219023 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 10872448 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 11219023 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -346575 | ExcessOfRevenueOverExpenses |
| Subtotal | 10872448 | Subtotal |
| Total Net Assets Fund Balances EOY | 10872448 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 299 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 569917 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 12641519 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.045083 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 602031 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 11652683 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.051665 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1026357 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 11116261 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.092329 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 619523 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 15538523 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.039870 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 609535 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 14616947 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.041701 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.270648 | TotalDistributionRatio |
| Average Distribution Ratio | 0.054130 | AverageDistributionRatio |
| Net Noncharitable Assets | 12805060 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 693138 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2133 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 695271 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 628890 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 4267 | InvestmentIncomeExciseTax |
| Subtotal | 4267 | Subtotal |
| Tax Based On Investment Income | 4267 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 9663 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 9663 | TotalCreditsAndPayments |
| Overpayment | 5396 | Overpayment |
| Amount Credited To Next Year | 5396 | AmountCreditedToNextYear |
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 |
| 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 Person Name | CP FISHER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5164874070 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 365 | AddressLine1 |
| City | GREENS FARMS | City |
| State | CT | State |
| ZIP Code | 06436 | ZIPCode |
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 |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| 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 | true | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | 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 |
|---|---|---|---|---|---|---|---|---|
| DR SHELLEY FISHKIN | ||||||||
| 807 SAN FRANCISCO TERRACE | STANFORD | CA | 94305 | PRES & DIR | 2.00 | 0 | 0 | 0 |
| DR JAMES FISHKIN | ||||||||
| 807 SAN FRANCISCO TERRACE | STANFORD | CA | 94305 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| CP FISHER | ||||||||
| PO BOX 365 | GREENS FARMS | CT | 06436 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 11711224 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1281341 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 7496 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 13000061 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 13000061 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 195001 | CashDeemedCharitable |
| Net Noncharitable Assets | 12805060 | NetNoncharitableAssets |
| Minimum Investment Return | 640253 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 640253 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4267 | TaxBasedOnInvestmentIncome |
| Total Tax | 4267 | TotalTax |
| Distributable Amount Before Adj | 635986 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 635986 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 635986 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 628890 | ExpensesAndContributions |
| Qualifying Distributions | 628890 | QualifyingDistributions |
| Adj Qualifying Distributions | 628890 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 635986 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 313482 | UndistributedIncomePriorYear |
| Qualifying Distributions | 628890 | QualifyingDistributions |
| Applied To Year1 | 313482 | AppliedToYear1 |
| Applied To Current Year | 315408 | AppliedToCurrentYear |
| Undistributed Income CY | 320578 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | CAROL FISHER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 366 | AddressLine1 |
| City | GREEN FARMS | City |
| State | CT | State |
| ZIP Code | 06838 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2032550707 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN APPLICATIONS | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (28 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION OF G | ||||||
| 70 AUDUBON ST | NEW HAVEN | CT | 06510 | DONATION | $155,000 | |
| DR'S WITHOUT BORDERS | ||||||
| 333 7TH AVE | NEW YORK | NY | 10001 | DONATION | $25,000 | |
| SAVE THE CHILDREN | ||||||
| 54 WILTON RD | WESPORT | CT | 06880 | DONATION | $25,000 | |
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||
| 2440 WEST EL CAMINO REAL | MT VIEW | CA | 94040 | DONATION | $150,000 | |
| SOUTHERN POVERTY CENTER | ||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | DONATION | $20,000 | |
| NEIGHBORHOOD MUSIC SCHOOL | ||||||
| 100 AUDUBON ST | NEW HAVEN | CT | 06510 | DONATION | $39,141 | |
| AMERICAN STUDIES ASSCOIAT | ||||||
| 1120 19TH ST NW STE 301 | WASHINGTON | DC | 20036 | DONATION | $3,000 | |
| WESPORT PUBLIC LIBRARY | ||||||
| 20 JESUP RD | WESPORT | CT | 06880 | DONATION | $10,000 | |
| CONNETICUT SCIENCE FAIR | ||||||
| 45 COLES RD | CROMWELL | CT | 06416 | DONATION | $700 | |
| CONNETICUT ALLIANCE FOR MUSIC | ||||||
| 61UNQUOWA RD 3 | FAIRFIELD | CT | 06824 | DONATION | $6,000 | |
| PEQUOT LIBRARY | ||||||
| 720 PEQUOT AVE | SOUTHPORT | CT | 06890 | DONATION | $20,000 | |
| FRIENDS OF THE DANBURY PUBLIC LIBRA | ||||||
| PO BOX 3913 | DANBURY | CT | 06813 | DONATION | $1,700 | |
| FRIENDS OF SEATTLE PUBLIC LIBRARY | ||||||
| 1000 4TH AVE | SEATTLE | WA | 98104 | DONATION | $14,400 | |
| AMERICAN FRIENDS OF CONCORD UNIV FD | ||||||
| 45 WEST 36TH ST | NEW YORK | NY | 10018 | DONATION | $10,000 | |
| AMERICAN JEWISH WORLD SERVICE | ||||||
| 45 WEST 36TH ST | NEW YORK | NY | 10018 | DONATION | $20,000 | |
| COMMUNITY COUNCIL FOR THE HOMELESS | ||||||
| 4713 WISCONSIN AVE | NW WASHINGTON | DC | 20016 | DONATION | $7,500 | |
| CONNECTICUT CENTER FOR NON VIOLENCE | ||||||
| FOUNDERS PLAZA | EAST HARTFORD | CT | 06108 | DONATION | $5,000 | |
| FRIENDS OF GREENBURG PUBLIC LIBRARY | ||||||
| 300 TARRYTOWN RD | ELMSFORD | NY | 10523 | DONATION | $1,200 | |
| FRIENDS OF THE LIBRARY OF HAWAII | ||||||
| 690 POHUKAINA ST | HONOLULU | HI | 96813 | DONATION | $5,500 | |
| FRIENDS OF THE ORO VALLEY PUB LIBRA | ||||||
| 1305 W NARANJA DR | ORO VALLEY | AZ | 85737 | DONATION | $2,700 | |
| FRIENDS OF THE YORK COUNTY LIBRARY | ||||||
| 138 EAST BLACK ST | ROCK HILL | SC | 29730 | DONATION | $1,200 | |
| IT COASTAL CT | ||||||
| PO BOX 231 | WESTPORT | CT | 06881 | DONATION | $7,500 | |
| LANCASTER PUBLIC LIBRARY | ||||||
| 125 NORTH DUKE ST | LANCASTER | PA | 17602 | DONATION | $4,800 | |
| MAZON | ||||||
| 10495 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | DONATION | $15,000 | SUITE 100 |
| NEVER SURRENDER TO PARKINSONS INC | ||||||
| 15 MILL ROAD | WESTPORT | CT | 06880 | DONATION | $5,000 | |
| PLANNED PARENTHOOD ASSOC OF HIDALGO | ||||||
| 916 EAST HACKENBERRY | MCALLEN | TX | 78501 | DONATION | $5,000 | |
| REMOTE AREA MEDICAL FOUNDATION | ||||||
| 1834 BEECH ST | KNOXVILLE | TN | 37920 | DONATION | $5,000 | |
| WETA | ||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | DONATION | $7,200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 572541 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $47,461 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $239,268 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 61793 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Related Or Exempt Function Income | 7496 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $286,729 | ExclusionAmount |
| Related Or Exempt Function Income | 69289 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 356018 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LIPNER, SOFFERMAN &CO, LLP | Category |
| Amount | $19,000 | Amount |
| Disbursements Charitable Prps | 19000 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| DR SHELLEY FISHKIN |
| DR JAMES FISHKIN |
| CP FISHER |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (24 entries)
| NameName | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|
| FIRST TRUST DOW TARGET | PURCHASE | 27185 | 25182 | 2003 |
| CITIGROUP | PURCHASE | 3307 | 13572 | -10265 |
| GENZYME CORP | PURCHASE | 87246 | 53994 | 33252 |
| PROLOGIS | PURCHASE | 31 | 29 | 2 |
| ARCH CHEMICALS | PURCHASE | 2785 | 1427 | 1358 |
| COMCAST | PURCHASE | 12500 | 12500 | |
| DPAC TECHNOLOGIES | PURCHASE | 15 | 621 | -606 |
| TOUCH AMERICAN HOLDINGS | PURCHASE | 24764 | -24764 | |
| FIRST TRUST DOW TARGET | PURCHASE | 1033 | 946 | 87 |
| RAYONEIR | PURCHASE | 20 | 20 | |
| VECTOR GROUP | PURCHASE | 9 | 9 | |
| WELLS FARGO | PURCHASE | 14675 | 15250 | -575 |
| ALBERTO CULVER | PURCHASE | 11250 | 14367 | -3117 |
| SALLY BEAUTY HOLDINGS | PURCHASE | 15951 | 6259 | 9692 |
| DRUGSTORE.COM | PURCHASE | 15200 | 15756 | -556 |
| VERIGY LTD | PURCHASE | 1455 | 1455 | |
| HSBC | PURCHASE | 25000 | 25275 | -275 |
| HSBC | PURCHASE | 39675 | 42500 | -2825 |
| USB CAPITAL VI | PURCHASE | 12500 | 10699 | 1801 |
| TIMBERLAND | PURCHASE | 17200 | 10717 | 6483 |
| WELLS FARGO CAP XIV | PURCHASE | 25000 | 24973 | 27 |
| ARCH CHEMICALS | PURCHASE | 23600 | 7295 | 16305 |
| VARIAN SEMICONDUCTOR | PURCHASE | 41454 | 12801 | 28653 |
| TELEFONICA SA | PURCHASE | 16723 | 13393 | 3330 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Securities EOY Book Val | 9739488 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 11641201 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| EXPENSES | |||
| OFFICE | 20543 | 20543 | |
| TELEPHONE | 1000 | 1000 | |
| CONSULTING FEES | 290 | 290 | |
| BANK CHARGES | 95 | 95 | |
| CUSTODIAL FEES | 73703 | 73703 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Revenue And Expenses Per Books | 7496 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 7496 | AdjustedNetIncome |
Comments