BORGIA FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BORGIA FAMILY FOUNDATION INC (EIN 13-4153115)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-12
- IRS object ID
- 201242869349100109
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-12T10:43:00-05:00 | 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 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100187001 | 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 | 134153115 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BORGIA FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MICHAEL BORGIA | InCareOfName |
| Name Control | BORG | NameControl |
| Phone | 5169222361 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 WOODLAND DRIVE | AddressLine1 |
| City | OYSTER BAY COVE | City |
| State | NY | State |
| ZIP Code | 11771 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MIKE BORGIA | Name |
| Title | CFO | Title |
| Date Signed | 2012-08-31 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MATTHEW MULLANEY | Name |
| Phone | 2128403456 | 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 | 339640 | 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 | 2 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 6539 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 6539 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 15768 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 242717 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 15768 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 363 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 363 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 22672 | TotalRevenueAndExpenses |
| Total Net Investment Income | 22672 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Taxes Rev And Expnss | 597 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 299 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 1897 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1749 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 148 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2494 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2048 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 148 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 29000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 29000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 31494 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2048 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 29148 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -8822 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 20624 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 13642 | CashBOY |
| Cash EOY | 9202 | CashEOY |
| Cash EOYFMV | 9202 | CashEOYFMV |
| Investments Corp Stock BOY | 380285 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 375903 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 330438 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 393927 | TotalAssetsBOY |
| Total Assets EOY | 385105 | TotalAssetsEOY |
| Total Assets EOYFMV | 339640 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 393927 | RetainedEarningsBOY |
| Retained Earnings EOY | 385105 | RetainedEarningsEOY |
| Total Net Assets BOY | 393927 | TotalNetAssetsBOY |
| Total Net Assets EOY | 385105 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 393927 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 385105 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 393927 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -8822 | ExcessOfRevenueOverExpenses |
| Subtotal | 385105 | Subtotal |
| Total Net Assets Fund Balances EOY | 385105 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| BERNSTEIN #888-47442 - SEE SCHEDULE A ATTACHED | P | 2011-01-01 | 2011-12-31 | 131638 | 129692 | 1946 | 1946 |
| BERNSTEIN #888-47442 - SEE SCHEDULE A ATTACHED | P | 2010-01-01 | 2011-12-31 | 110447 | 97257 | 13190 | 13190 |
| BERNSTEIN #888-47442 - SEE SCHEDULE A ATTACHED | P | 2010-01-01 | 2011-12-31 | 52 | 52 | 52 | |
| CAPITAL GAIN DIVIDENDS | P | 580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 15768 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 34429 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 382412 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.090031 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 26624 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 352217 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.07559 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 21372 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 504452 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.042367 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 24354 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 556662 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.04375 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 22423 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 490941 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.045674 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.297412 | TotalDistributionRatio |
| Average Distribution Ratio | 0.059482 | AverageDistributionRatio |
| Net Noncharitable Assets | 388365 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 23101 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 206 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 23307 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 29148 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 206 | InvestmentIncomeExciseTax |
| Subtotal | 206 | Subtotal |
| Tax Based On Investment Income | 206 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 188 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 700 | TaxPaidWithExtension |
| Total Credits And Payments | 888 | TotalCreditsAndPayments |
| Overpayment | 682 | Overpayment |
| Amount Credited To Next Year | 682 | 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 |
| 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 | true | InterestInControlledEntity |
| Applicable Insurance Contract | true | 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 | MICHAEL BORGIA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5169222361 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 WOODLAND DRIVE | AddressLine1 |
| City | OYSTER BAY COVE | City |
| State | NY | State |
| ZIP Code | 11771 | 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 |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL BORGIA | ||||||||
| 43 WOODLAND DRIVE | OYSTER BAY COVE | NY | 11771 | trustee | 0 | 0 | 0 | 0 |
| TERE BORGIA | ||||||||
| 43 WOODLAND DRIVE | OYSTER BAY COVE | NY | 11771 | trustee | 0 | 0 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
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 | 380583 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 13696 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 394279 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 394279 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5914 | CashDeemedCharitable |
| Net Noncharitable Assets | 388365 | NetNoncharitableAssets |
| Minimum Investment Return | 19418 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 19418 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 206 | TaxBasedOnInvestmentIncome |
| Total Tax | 206 | TotalTax |
| Distributable Amount Before Adj | 19212 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 19212 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 19212 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 29148 | 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 | 29148 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 206 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 28942 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 19212 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 557 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Total For Prior Years | 1355 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 29148 | QualifyingDistributions |
| Applied To Year1 | 557 | AppliedToYear1 |
| Applied To Current Year | 19212 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 9379 | RemainingDistriFromCorpus |
| Total Corpus | 9379 | TotalCorpus |
| Prior Year Undistributed Income | 1355 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 1355 | TaxableAmount1 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 9379 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 9379 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL BORGIA | ContributingManager |
| Contributing Manager | TERE BORGIA | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| PORTLEDGE SCHOOL | |||||||
| 355 DUCK POND ROAD | LOCUST VALLEY | NY | 11560 | NONE | 501(C)(3) | CHARITABLE CONTRIBUTION | $5,000 |
| BOYS & GIRLS CLUB OF OYSTER BAY - EAST NORWICH | |||||||
| ONE PINE HOLLOW ROAD | OYSTER BAY | NY | 11771 | NONE | 501(C)(3) | CHARITABLE CONTRIBUTION | $21,000 |
| HOFSTRA UNIVERSITY | |||||||
| 101 HOFSTRA UNIVERSITY | HEMPSTEAD | NY | 115491000 | NONE | 501(C)(3) | CHARITABLE CONTRIBUTION | $2,000 |
| THE FIELD | |||||||
| 161 SIXTH AVENUE | NEW YORK | NY | 10013 | NONE | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 29000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,539 | 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 | $15,768 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| CLASS ACTION SETTLEMENTS | 18 | $94 |
| MISCELLANEOUS INCOME | 18 | $269 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,672 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 22672 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | - | LineNumber |
| Relationship Statement | NOT APPLICABLE | RelationshipStatement |
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 | SCB A/C 888-47442 | NameOfStock |
| EOY Book Value | 375903 | EOYBookValue |
| EOYFMV | 330438 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| NYS FILING FEE | 100 | 100 | |
| BANK FEES | 48 | 48 | |
| INVESTMENT FEE | 1749 | 1749 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Revenue And Expenses Per Books | 363 | RevenueAndExpensesPerBooks |
| Net Investment Income | 94 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAXES | $347 | 174 |
| FEDERAL EXCISE TAX | $250 | 125 |
Comments