JOSEPH JACK SITT 1986 CHARITABLE TR: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
JOSEPH JACK SITT 1986 CHARITABLE TR (EIN 13-3406764)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-15
IRS object ID
201223209349100232
Schema version
2011v1.3
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)
Timestamp2012-11-15T09:07:13-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1FTI Consulting IncBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1101 Eisenhower ParkwayAddressLine1
CityRoselandCity
StateNJState
ZIP Code07068ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN133406764EIN

Name Name

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

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameJoseph J SittName
TitleTrusteeTitle
Date Signed2012-11-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone9733640400Phone
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 EOY8622412FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss0ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss125InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm125InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss1DividendsRevAndExpnss
Dividends Net Invst Incm1DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses126TotalRevenueAndExpenses
Total Net Investment Income126TotalNetInvestmentIncome
Other Expenses Rev And Expnss377OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm127OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps250OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss377TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm127TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps250TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss290546ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps290546ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss290923TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm127TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps290796TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-290797ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY89683SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY8886SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV8886SavingsAndTempCashInvstEOYFMV
Investments Other BOY8035049InvestmentsOtherBOY
Investments Other EOY8613526InvestmentsOtherEOY
Investments Other EOYFMV8613526InvestmentsOtherEOYFMV
Total Assets BOY8124732TotalAssetsBOY
Total Assets EOY8622412TotalAssetsEOY
Total Assets EOYFMV8622412TotalAssetsEOYFMV
Loans From Officers BOY0LoansFromOfficersBOY
Loans From Officers EOY788477LoansFromOfficersEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY788477TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY8124732RetainedEarningsBOY
Retained Earnings EOY7833935RetainedEarningsEOY
Total Net Assets BOY8124732TotalNetAssetsBOY
Total Net Assets EOY7833935TotalNetAssetsEOY
Total Liabilities Net Assets BOY8124732TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY8622412TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY8124732TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-290797ExcessOfRevenueOverExpenses
Subtotal7833935Subtotal
Total Net Assets Fund Balances EOY7833935TotalNetAssetsFundBalancesEOY
FieldValueIRS element (for citing)
Capital Gains And LossesCapitalGainsAndLosses

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1968428QualifyingDistributionsYear1
Noncharitable Assets Year17997185NoncharitableAssetsYear1
Distribution Ratio Year10.121096DistributionRatioYear1
Qualifying Distributions Year21303345QualifyingDistributionsYear2
Noncharitable Assets Year28092651NoncharitableAssetsYear2
Distribution Ratio Year20.161053DistributionRatioYear2
Qualifying Distributions Year3479828QualifyingDistributionsYear3
Noncharitable Assets Year3466417NoncharitableAssetsYear3
Distribution Ratio Year31.028753DistributionRatioYear3
Qualifying Distributions Year4534378QualifyingDistributionsYear4
Noncharitable Assets Year4742243NoncharitableAssetsYear4
Distribution Ratio Year40.71995DistributionRatioYear4
Qualifying Distributions Year541257QualifyingDistributionsYear5
Noncharitable Assets Year5178281NoncharitableAssetsYear5
Distribution Ratio Year50.231416DistributionRatioYear5
Total Distribution Ratio2.262268TotalDistributionRatio
Average Distribution Ratio0.452454AverageDistributionRatio
Net Noncharitable Assets8521144NetNoncharitableAssets
Adjusted Noncharitable Assets3855426AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One3855426AdjNonchrtblAssetsAndOnePct
Qualifying Distributions290796QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

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

Statements Regarding Activities StatementsRegardingActivities

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

Books In Care Of Business Name BooksInCareOfBusinessName

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

Books In Care Of US Address BooksInCareOfUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720

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

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

FieldValueIRS element (for citing)
Person NameJoseph J SittPersonName

US Address USAddress

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

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1NONEDescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances37382AvgMonthlyCashBalances
FMV All Other Noncharitable Assets8613526FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets8650908TotalFMVOfUnusedAssets
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets8650908AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable129764CashDeemedCharitable
Net Noncharitable Assets8521144NetNoncharitableAssets
Minimum Investment Return426057MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return426057MinimumInvestmentReturn
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Tax0TotalTax
Distributable Amount Before Adj426057DistributableAmountBeforeAdj
Distributable Amount Before Ded426057DistributableAmountBeforeDed
Distributable Amount As Adjusted426057DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions290796ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets0AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test0AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test0AmountsSetAsideCashDistriTest
Qualifying Distributions290796QualifyingDistributions
Adj Qualifying Distributions290796AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted426057DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Prior Year12009PriorYear1
Prior Year22008PriorYear2
Prior Year32007PriorYear3
Excess Distri Carryover Year541257ExcessDistriCarryoverYear5
Excess Distri Carryover Year4534378ExcessDistriCarryoverYear4
Excess Distri Carryover Year3478246ExcessDistriCarryoverYear3
Excess Distri Carryover Year21030182ExcessDistriCarryoverYear2
Excess Distri Carryover Year1968428ExcessDistriCarryoverYear1
Total Excess Distri Carryover3052491TotalExcessDistriCarryover
Qualifying Distributions290796QualifyingDistributions
Applied To Year10AppliedToYear1
Treated As Distri From Corpus290796TreatedAsDistriFromCorpus
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus426057ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY426057ExcessDistriCyovAppliedCY
Total Corpus2917230TotalCorpus
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year2917230ExcessDistriCyovToNextYear
Excess From Year4149578ExcessFromYear4
Excess From Year3478246ExcessFromYear3
Excess From Year21030182ExcessFromYear2
Excess From Year1968428ExcessFromYear1
Excess From Current Year290796ExcessFromCurrentYear
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundations

Supplementary Information SupplementaryInformation

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

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (60 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line1RecipientForeignAddress/AddressLine1CityRecipientForeignAddress/CityCountryRecipientForeignAddress/CountryPostal CodeRecipientForeignAddress/PostalCodeProvince Or StateRecipientForeignAddress/ProvinceOrState
92nd Street Y
1395 Lexington AvenueNew YorkNY10128NonePublic CharityUnrestricted$5,000
Ahaba VeAhva of Ocean Parkway
PO Box 230316BrooklynNY11223NonePublic CharityUnrestricted$1,001
American Friends Of Aram Soba
1501 East 7th StreetBrooklynNY11230NonePublic CharityUnrestricted$1,000
American Friends of Hazon Yeshaya
1924 East 7th StreetBrooklynNY11223NonePublic CharityUnrestricted$1,000
American Friends Of Mir Yeshiva
5227 New Utrecht AveBrooklynNY11219NonePublic CharityUnrestricted$1,000
Aterat Torah
901 Quentin RoadBrooklynNY11223NonePublic CharityUnrestricted$1,000
Bnei Yitzhak
PO Box 230201BrooklynNY11223NonePublic CharityUnrestricted$9,000
Bonei Olam
1755 46th StreetBrooklynNY11204NonePublic CharityUnrestricted$3,600
Bedford Stuyvesant Restoration Corporation
1368 Fulton StBrooklynNY11216NonePublic CharityUnrestricted$1,000
Chabad GWU
2440 Virginia Ave nw D506WashingtonDC20037NonePublic CharityUnrestricted$2,600
Chabad Of Zagreb
NonePublic CharityUnrestricted$2,000Zerjaviceve 9ZagrebHR10000
Com Maguen David
NonePublic CharityUnrestricted$2,000Hacienda Del Ciervo 24 Depto504Huixquilucan Edo.MX52763CP
Congregation Edmond J Safra
11 East 63rd StreetNew YorkNY10065NonePublic CharityUnrestricted$1,000
Congregation Hechal Shaul
108 Norwood AvenueDealNJ07723NonePublic CharityUnrestricted$1,001
Congregation Shaare Zion
2030 Ocean ParkwayBrooklynNY11223NonePublic CharityUnrestricted$7,936
Darchei David Foundation
1984 E 1st StreetBrooklynNY11223NonePublic CharityUnrestricted$3,600
Deal PBA Local 101
PO BOX 308DealNJ07723NonePublic CharityUnrestricted$3,500
Deal Sephardic Network
PO Box 174OakhurstNJ07755NonePublic CharityUnrestricted$1,001
Ezer Mizion Inc
1281 49th StreetBrooklynNY11219NonePublic CharityUnrestricted$1,000
Food Allergy Initiative
515 Madison AvenueNew YorkNY10019NonePublic CharityUnrestricted$2,000
Foundation for Sephardic Studies
PO Box 230201BrooklynNY11223NonePublic CharityUnrestricted$8,005
Gesher Yehuda
49 Avenue TBrooklynNY11223NonePublic CharityUnrestricted$1,500
Hatzalah EMS Of Jersey Shore
PO Box 2333ElberonNJ07740NonePublic CharityUnrestricted$1,000
Hillel Yeshiva
PO Box 2288OceanNJ07712NonePublic CharityUnrestricted$2,000
Ilan High School
82 Norwood Avenue - Suite 3DealNJ07723NonePublic CharityUnrestricted$1,100
Jewish Community Relations Council of New York Inc
225 West 34thNew YorkNY10123NonePublic CharityUnrestricted$10,000
Junior Tennis Foundation
4 West Red Oak Lane - Suite 300White PlainsNY10604NonePublic CharityUnrestricted$10,900
Keneset Bet Yakov
1714 Avenue JBrooklynNY11230NonePublic CharityUnrestricted$4,000
Magen David Synagogue
2130 McDonald AvenueBrooklynNY11223NonePublic CharityUnrestricted$3,601
Magen David Torah Center
2130 McDonald AvenueBrooklynNY11223NonePublic CharityUnrestricted$1,000
Magen David Yeshiva
2130 McDonald AvenueBrooklynNY11223NonePublic CharityUnrestricted$44,200
Mary Tawil Foundation
2237 East 7th StreetBrooklynNY11223NonePublic CharityUnrestricted$1,000
Mekor Chaim
801 Avenue IBrooklynNY11230NonePublic CharityUnrestricted$1,000
Mikdash Eliyahu
2 Ethel Road Suite 205 AEdisonNJ08817NonePublic CharityUnrestricted$17,371
New York -Presbyterian Fund Inc
245 Fort Washington Avenue Suite 1New YOrkNY10032NonePublic CharityUnrestricted$1,000
Ohel Moshe Society
1848 East 7th StreetBrooklynNY11223NonePublic CharityUnrestricted$28,000
Ohel Simcha Fund
4510 16th AvenueBrooklynNY11204NonePublic CharityUnrestricted$15,000
Ohel Simcha Super Fund
PO Box 2088ElberonNJ07740NonePublic CharityUnrestricted$2,000
Open University Foundation Inc
120 East 56th Street Suite 900New YorkNY10022NonePublic CharityUnrestricted$2,000
Operation Smile
6435 Tidewater DriveNorfolkVA23509NonePublic CharityUnrestricted$2,500
Pesach TikvahDoor Of Hope
18 Middleton StreetBrooklynNY11206NonePublic CharityUnrestricted$1,000
Porat Yoseph Foundation
1879 East 2nd StreetBrooklynNY11223NonePublic CharityUnrestricted$1,000
Project Education Council
270 MADISON AVENUE 9TH FLNew YorkNY10016NonePublic CharityUnrestricted$1,000
Chicago Chesed Fund Inc - Purim Fund
2917 W Chase AvenueChicagoIL60645NonePublic CharityUnrestricted$1,000
Roundabout Theatre Company
380 Madison AvenueNew YorkNY10018NonePublic CharityUnrestricted$1,500
Sephardic Academy Of Manhattan
1274 Second AvenueNew YorkNY10065NonePublic CharityUnrestricted$1,000
Sephardic Angel Fund
485 Kings Highway - 2nd FloorBrooklynNY11223NonePublic CharityUnrestricted$3,600
Sephardic Bikur Holim
200 Norwood AvenueOakhurstNJ07755NonePublic CharityUnrestricted$6,203
Sephardic Food Fund
8 West 40th Street 4th FLNew YorkNY10018NonePublic CharityUnrestricted$1,340
Sephardic Synagogue Of Allenhurst
511 Avenue RBrooklynNY11223NonePublic CharityUnrestricted$3,005
Sephardic Torah Center
PO Box 167DealNJ07723NonePublic CharityUnrestricted$1,252
Synagogue of Deal
128 Norwood AvenueDealNJ07723NonePublic CharityUnrestricted$1,800
The Special Children's Center
1400 Prospect StreetLakewoodNJ08701NonePublic CharityUnrestricted$1,000
Womens International Zionist Organization
950 Third Avenue Suite 901New YorkNY10022NonePublic CharityUnrestricted$2,500
Yad Yosef Torah Center
1036 Ocean ParkwayBrooklynNY112304001NonePublic CharityUnrestricted$22,000
Yeshiva Gedolah Bais Yisroel
4 Solond RoadMonseyNY10952NonePublic CharityUnrestricted$2,000
Yeshiva of Flatbush
919 East 10th StBrooklynNY11230NonePublic CharityUnrestricted$2,800
Yeshivat Ateret Torah
901 Quentin RoadBrooklynNY11223NonePublic CharityUnrestricted$1,000
YofChesed Trip
1044 E 4th StreetBrooklynNY11230NonePublic CharityUnrestricted$1,200
Total Donations Less than 1000
VariousVariousNY11223NonePublic CharityUnrestricted$25,930
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year290546TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

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

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$125ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

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

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$126ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA126TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

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

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

FieldValueIRS element (for citing)
DescriptionNONEDescription

Depreciation Schedule DepreciationSchedule

Distribution From Corpus Election DistributionFromCorpusElection

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or Item99% INTEREST IN THOR UPF I LLCCategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value8613526BookValue
EOYFMV8613526EOYFMV

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
BANK FEES127127
NYS ANNUAL FILING FEE250250

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionREFUND OF FEDERAL TAXES OVERPAYMENTDescription

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFEDERAL TAXES PAIDCategory

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.