THE SHULSKY FOUNDATION: Form 990PF, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
THE SHULSKY FOUNDATION (EIN 13-7079079)
Tax period
2009-12-01 to 2010-11-30
Filed
2011-10-29
IRS object ID
201103039349100000
Schema version
2009v1.7
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)
Timestamp2011-10-29T21:00:06-05:00Timestamp
Tax Period End Date2010-11-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1EisnerAmper LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1750 Third AvenueAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100172703ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2009-12-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN137079079EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE SHULSKY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSHULNameControl
Phone2125869770Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12521 PALISADE AVE No PH AAddressLine1
CityRIVERDALECity
StateNYState
ZIP Code10463ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRENA SHULSKYName
TitleOFFICERTitle
Phone2125869770Phone
Date Signed2011-10-28DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameEDWARD LIFSHITZName
Phone2129498700Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY109359FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss100000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss2InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm2InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm2InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss42DividendsRevAndExpnss
Dividends Net Invst Incm42DividendsNetInvstIncm
Dividends Adj Net Incm42DividendsAdjNetIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses100044TotalRevenueAndExpenses
Total Net Investment Income44TotalNetInvestmentIncome
Total Adjusted Net Income44TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm0CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss100TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Adj Net Incm0TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss100283OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm0OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps100000OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss100383TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps100000TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss1000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps1000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss101383TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps101000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-1339ExcessOfRevenueOverExpenses
Net Investment Income44NetInvestmentIncome
Adjusted Net Income44AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY11163CashBOY
Cash EOY109359CashEOY
Cash EOYFMV109359CashEOYFMV
Investments Govt Oblig BOY99543InvestmentsGovtObligBOY
Investments Govt Oblig EOY0InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV0InvestmentsGovtObligEOYFMV
Total Assets BOY110706TotalAssetsBOY
Total Assets EOY109359TotalAssetsEOY
Total Assets EOYFMV109359TotalAssetsEOYFMV
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 BOY110706RetainedEarningsBOY
Retained Earnings EOY109359RetainedEarningsEOY
Total Net Assets BOY110706TotalNetAssetsBOY
Total Net Assets EOY109359TotalNetAssetsEOY
Total Liabilities Net Assets BOY110706TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY109359TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY110706TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-1339ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal109367Subtotal
Other Decreases8OtherDecreases
Total Net Assets Fund Balances EOY109359TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year10QualifyingDistributionsYear1
Noncharitable Assets Year1109080NoncharitableAssetsYear1
Distribution Ratio Year10.0DistributionRatioYear1
Qualifying Distributions Year20QualifyingDistributionsYear2
Noncharitable Assets Year2108737NoncharitableAssetsYear2
Distribution Ratio Year20.0DistributionRatioYear2
Qualifying Distributions Year3146333QualifyingDistributionsYear3
Noncharitable Assets Year3164521NoncharitableAssetsYear3
Distribution Ratio Year30.889449DistributionRatioYear3
Qualifying Distributions Year4295100QualifyingDistributionsYear4
Noncharitable Assets Year4398761NoncharitableAssetsYear4
Distribution Ratio Year40.740042DistributionRatioYear4
Qualifying Distributions Year5250092QualifyingDistributionsYear5
Noncharitable Assets Year562883NoncharitableAssetsYear5
Distribution Ratio Year53.977100DistributionRatioYear5
Total Distribution Ratio5.606591TotalDistributionRatio
Average Distribution Ratio1.121318AverageDistributionRatio
Net Noncharitable Assets107939NetNoncharitableAssets
Adjusted Noncharitable Assets121034AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One121034AdjNonchrtblAssetsAndOnePct
Qualifying Distributions101000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax1InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal1Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income1TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment91EstTaxPaymentsAndOverpayment
Total Credits And Payments91TotalCreditsAndPayments
Overpayment90Overpayment
Amount Credited To Next Year90AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

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 Sect508e1RequirementsOfSect508e
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 Line1RENA SHULSKYBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number2125869770BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1200 CENTRAL PARK SOUTHAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10019ZIPCode

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

FieldValueIRS element (for citing)
Person NameRENA SHULSKYPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 CENTRAL PARK SOUTH Apt 20EAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10019ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitle
Avg Hours Per Wk Devoted To Position5.00AvgHoursPerWkDevotedToPosition
Compensation0Compensation
Contri To Empl Benefit Plans Etc0ContriToEmplBenefitPlansEtc
Expense Account Other Allowances0ExpenseAccountOtherAllowances
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 Securities78818AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances30765AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets109583TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets109583AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1644CashDeemedCharitable
Net Noncharitable Assets107939NetNoncharitableAssets
Minimum Investment Return5397MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return5397MinimumInvestmentReturn
Tax Based On Investment Income1TaxBasedOnInvestmentIncome
Total Tax1TotalTax
Distributable Amount Before Adj5396DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded5396DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted5396DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions101000ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions101000QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions101000AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted5396DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year5246964ExcessDistriCarryoverYear5
Excess Distri Carryover Year4275162ExcessDistriCarryoverYear4
Excess Distri Carryover Year3138268ExcessDistriCarryoverYear3
Total Excess Distri Carryover660394TotalExcessDistriCarryover
Qualifying Distributions101000QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year5396AppliedToCurrentYear
Remaining Distri From Corpus95604RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus755998TotalCorpus
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 Year5246964ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year509034ExcessDistriCyovToNextYear
Excess From Year4275162ExcessFromYear4
Excess From Year3138268ExcessFromYear3
Excess From Current Year95604ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SCIENCE & NONDUALITY CONFERENCEBusinessNameLine1

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O NETI NETI NETI MEDIA PO BOXAddressLine1
Address Line21559AddressLine2
CitySEBASTOPOLCity
StateCAState
ZIP Code95473ZIPCode
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationship
Purpose Of Grant Or ContributionCHARITABLE CONTRIBUTIONPurposeOfGrantOrContribution
Amount$1,000Amount
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year1000TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$2ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$42ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$44ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA44TotalPartXVIA

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name Individualrena shulskyContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1200 central park south apt 20eAddressLine1
Citynew yorkCity
StateNYState
ZIP Code10019ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions100000AggregateContributions
Person Contribution TypeXPersonContributionType

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Securities EOY Book Value0USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV0USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val0StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV0StateLocalSecuritiesEOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

FieldValueIRS element (for citing)
DescriptionUNREALIZED CHANGE IN VALUEDescription
Amount$8Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
BANK CHARGES233000
LICENSES AND FEES50000
research and due diligence costs10000000100000

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
Categoryexcise taxesCategory
Amount$100Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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