ROBERT AND ELLEN PLANCHER FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND ELLEN PLANCHER FOUNDATION INC (EIN 06-1655765)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-07-26
- IRS object ID
- 201112079349100506
- Schema version
- 2010v3.4
- 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
- Schedule B
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-07-26T12:51:32-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 709 WESTCHESTER AVENUE | AddressLine1 |
| City | WHITE PLAINS | City |
| State | NY | State |
| ZIP Code | 10604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061655765 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT AND ELLEN PLANCHER FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROBE | NameControl |
| Phone | 5163740010 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 CAROL AVENUE | AddressLine1 |
| City | WOODMERE | City |
| State | NY | State |
| ZIP Code | 11598 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT L PLANCHER | Name |
| Title | PRESIDENT | Title |
| Phone | 5163740010 | Phone |
| Date Signed | 2011-07-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN ZVERIN CPA | Name |
| Phone | 9149492990 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 78507 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 8000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 5 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 5 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 802 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 802 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -277 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3390 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 8530 | TotalRevenueAndExpenses |
| Total Net Investment Income | 807 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 150 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 150 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 7000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 7000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 7150 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 7000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1380 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 807 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 75005 | CashBOY |
| Cash EOY | 3738 | CashEOY |
| Cash EOYFMV | 3738 | CashEOYFMV |
| Investments Corp Stock BOY | 0 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 72647 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 74769 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 75005 | TotalAssetsBOY |
| Total Assets EOY | 76385 | TotalAssetsEOY |
| Total Assets EOYFMV | 78507 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 75005 | RetainedEarningsBOY |
| Retained Earnings EOY | 76385 | RetainedEarningsEOY |
| Total Net Assets BOY | 75005 | TotalNetAssetsBOY |
| Total Net Assets EOY | 76385 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 75005 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 76385 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 75005 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1380 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 76385 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 76385 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 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 |
|---|---|---|---|---|---|---|---|
| 87 SH KBR INC | P | 2010-03-24 | 2010-04-19 | 1927 | 1955 | -28 | -28 |
| 23 SH MONSANTO CO/NEW | P | 2010-03-24 | 2010-04-19 | 1463 | 1712 | -249 | -249 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -277 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 4993 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 64962 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.076860 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 7354 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 105320 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.069825 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1800 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 128684 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.013988 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 5712 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 86676 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.065901 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 4869 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 38726 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.125729 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.352303 | TotalDistributionRatio |
| Average Distribution Ratio | 0.070461 | AverageDistributionRatio |
| Net Noncharitable Assets | 69143 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 4872 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 8 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 4880 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 7000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 8 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 8 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 8 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 8 | TaxPaidWithExtension |
| Total Credits And Payments | 8 | TotalCreditsAndPayments |
| Tax Due | 0 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | TAXPAYER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5163740010 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 CAROL AVENUE | AddressLine1 |
| City | WOODMERE | City |
| State | NY | State |
| ZIP Code | 11598 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT L PLANCHER | ||||||||
| 940 CAROL AVE | WOODMERE | NY | 11598 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| ELLEN PLANCHER | ||||||||
| 940 CAROL AVE | WOODMERE | NY | 11598 | VICE PRESIDENT | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 53443 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 16753 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 70196 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 70196 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1053 | CashDeemedCharitable |
| Net Noncharitable Assets | 69143 | NetNoncharitableAssets |
| Minimum Investment Return | 3457 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 3457 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 8 | TaxBasedOnInvestmentIncome |
| Total Tax | 8 | TotalTax |
| Distributable Amount Before Adj | 3449 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 3449 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 3449 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 7000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 7000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 8 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 6992 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 3449 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 135 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 135 | TotalExcessDistriCarryover |
| Qualifying Distributions | 7000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 3449 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 3551 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 3686 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 3686 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 135 | ExcessFromYear1 |
| Excess From Current Year | 3551 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT L PLANCHER | ContributingManager |
| Contributing Manager | ELLEN PLANCHER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| CONGREGATION HABONIM | |||||
| 44 WEST 66TH STREET | NEW YORK | NY | 100236292 | RELIGIOUS | $2,000 |
| BRANDEIS UNIVERSITY NATL WOMENS COMMITTEE | |||||
| 415 SOUTH STREET | WALTHAM | MA | 02453 | EDUCATIONAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 7000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $802 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$277 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $530 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 530 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ROBERT AND ELLEN PLANCHER | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 CAROL AVENUE | AddressLine1 |
| City | WOODMERE | City |
| State | NY | State |
| ZIP Code | 11598 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 8000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
| Amount | $0 | Amount |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (20 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 71 SH AFLAC INCORPORATED | 3847 | 4006 |
| 64 SH AMGEN INC | 3863 | 3514 |
| 16 SH APPLE INC | 3729 | 5161 |
| 63 SH BAXTER INTL INC | 3772 | 3189 |
| 17 SH BLACKROCK INC | 3878 | 3240 |
| 142 SH CISCO SYS INC | 3829 | 2873 |
| 56 SH EXXON MOBIL CORP | 3785 | 4095 |
| 201 SH GENERAL ELECTRIC CORP | 3804 | 3676 |
| 82 SH H J HEINZ CO | 3886 | 4056 |
| 116 SH HEALTH CARE SEL SECT SPDR FD | 3814 | 3654 |
| 84 SH JPMORGAN CHASE & CO | 3809 | 3563 |
| 83 SH KBR INC | 1865 | 2529 |
| 57 SH MC DONALDS CORP | 3860 | 4375 |
| 126 SH MICROSOFT CORP | 3797 | 3517 |
| 28 SH MONSANTO CO/NEW | 2084 | 1950 |
| 56 SH PEPSICO INC NC | 3794 | 3658 |
| 72 SH PHILIP MORRIS INTL INC | 3800 | 4214 |
| 51 SH UNITED TECHNOLOGIES CORP | 3789 | 4015 |
| 110 SH WALT DISNEY CO HLDG CO | 3821 | 4126 |
| 235 SH WEATHERFORD INTERNATIONAL LTD | 3821 | 5358 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK & BROKER'S FEES | Description |
| Revenue And Expenses Per Books | 150 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments