RATNA SABAPATHY FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- RATNA SABAPATHY FAMILY FOUNDATION INC (EIN 45-3512047)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202621359349100337
- Schema version
- 2025v4.0
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T10:08:39-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273121426 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KKM CPA ASSOCIATES PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 RING RD STE 300 | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453512047 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RATNA SABAPATHY FAMILY FOUNDATION I | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RATN | BusinessNameControlTxt |
| Phone | 5164674574 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7806 WOODSMUIR DR | AddressLine1Txt |
| City | PALM BEACH GARDE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33412 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEMALATHA SABAPATHY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5164674574 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMIT PALIWAL CPA | PreparerPersonNm |
| PTIN | P03334959 | PTIN |
| Phone | 5166635990 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,045,456 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $543 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $543 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $543 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $20,101 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,101 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $20,101 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,420 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $307,258 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,420 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $80,064 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $80,064 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $20,644 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,012 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $912 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,018 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $918 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,980 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,980 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,998 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $918 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,980 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,066 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79,146 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20,644 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,766 | CashBOYAmt |
| Cash EOY | $31,891 | CashEOYAmt |
| Cash EOYFMV | $31,891 | CashEOYFMVAmt |
| Corporate Stock BOY | $766,483 | CorporateStockBOYAmt |
| Corporate Stock EOY | $787,596 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,013,565 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $794,249 | TotalAssetsBOYAmt |
| Total Assets EOY | $819,487 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,045,456 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $794,249 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $819,487 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $794,249 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $819,487 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $794,249 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $819,487 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $794,249 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,066 | ExcessRevenueOverExpensesAmt |
| Subtotal | $834,315 | SubtotalAmt |
| Other Decreases | $14,828 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $819,487 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| WELLS FARGO 1660 | P | $59,408 | $61,748 | -$2,340 | -$2,340 |
| WELLS FARGO 1660 | P | $184,993 | $123,233 | $61,760 | $61,760 |
| WELLS FARGO 1660 | P | $62,857 | $62,857 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,420 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,100 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,100 | SubtotalAmt |
| Tax Based On Investment Income | $1,100 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $56 | EsPenaltyAmt |
| Tax Due | $1,156 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HEMALATHA SABAPATHY | IndividualWithBooksNm |
| Phone | 5166635990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7806 WOODSMUIR DR | AddressLine1Txt |
| City | PALM BEACH GARDE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33412 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HEMALATHA SABAPATHY | ||||||||
| 7806 WOODSMUIR DR | PALM BEACH GARDE | FL | 33412 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| SATISH PATOLE | ||||||||
| 7806 WOODSMUIR DR | PALM BEACH GARDE | FL | 33412 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| FEDERICK JAMBUKESWARAN | ||||||||
| 7806 WOODSMUIR DR | PALM BEACH GARDE | FL | 33412 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $992,563 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,078 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,022,641 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,022,641 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,340 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,007,301 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,365 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,365 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,100 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,100 | TotalTaxAmt |
| Distributable Before Adj | $49,265 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $49,265 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $49,265 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,980 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $38,980 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,265 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $37,762 | UndistributedIncomePYAmt |
| Qualifying Distributions | $38,980 | QualifyingDistributionsAmt |
| Applied To Year1 | $37,762 | AppliedToYear1Amt |
| Applied To Current Year | $1,218 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $48,047 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HEMALATHA SABAPATHY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7806 WOODSMUIR DR | AddressLine1Txt |
| City | PALM BEACH GARDE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33412 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5163160622 | RecipientPhoneNum |
| Recipient Email Address | HSABAPATHY@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | NA | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NA | SubmissionDeadlinesTxt |
| Restrictions On Awards | NA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASPCA | |||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | NONE | PC | CHARITY | $5,500 |
| LIFESAVERS WILD HORSE RESCUE | |||||||
| 35700 SAND CANYON RD | CALIENTE | CA | 93518 | NONE | PC | CHARITY | $1,000 |
| PETA | |||||||
| 501 FRONT ST | NORFOLK | VA | 23510 | NONE | PC | CHARITY | $2,000 |
| SALVATION ARMY | |||||||
| 315 W 47TH ST | NEW YORK | NY | 10036 | NONE | PC | CHARITY | $1,000 |
| TIGER CREEK ANIMAL SANCTUARY | |||||||
| 17552 FM 14 | TYLER | TX | 75706 | NONE | PC | CHARITY | $1,000 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | CHARITY | $5,000 |
| WORLD WILDLIFE | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PC | CHARITY | $2,480 |
| MARA ELEPHANT PROJECT | |||||||
| 400 W 106TH STREET | CARMEL | IN | 46032 | NONE | PC | CHARITY | $2,000 |
| PHYSICIAN COMMITTEE FOR RESPONSIBLE | |||||||
| 5100 WISCONSIN AVENUE | WASHINGTON | DC | 20016 | NONE | PC | CHARITY | $1,000 |
| THE HUMAN FAMILY ASSOCIATION | |||||||
| 3435 OCEAN PARK BLVD | SANTA MONICA | CA | 90405 | NONE | PC | CHARITY | $2,000 |
| TIGER HAVEN | |||||||
| 237 HARVEY RD | KINGSTON | TN | 37763 | NONE | PC | CHARITY | $1,000 |
| LITTLE LOGEARS MINIATURE DONKEY RES | |||||||
| 1079 TURKEY PIT RD | NEW OXFORD | PA | 17350 | NONE | PC | CHARITY | $1,000 |
| CARTER RESERVOIR MUSTANGS INC | |||||||
| 42222 DANCE HALL RD | RICHLAND | OR | 97870 | NONE | PC | CHARITY | $1,000 |
| NRDC | |||||||
| 40W 20TH ST | NEW YORK | NY | 10011 | NONE | PC | CHARITY | $1,000 |
| PAWS OF HONOR | |||||||
| 263 MCLAWS CIR SUITE 104 | WILLIAMSBURG | VA | 23185 | NONE | PC | CHARITY | $1,000 |
| SAMPARK FOUNDATION | |||||||
| 1216 INMAN AVE | EDISON | NJ | 08820 | NONE | PC | CHARITY | $1,000 |
| ARABIAN RESCUE MISSION | |||||||
| 221 BLOWTOWN RD | LEITCHFIELD | KY | 42754 | NONE | PC | CHARITY | $1,000 |
| OPERATION HOMEFRONT | |||||||
| 17319 SAN PEDRO AVENUE | SAN ANTONIO | TX | 78232 | NONE | PC | CHARITY | $1,000 |
| USO | |||||||
| 2111 WILSON BLVD | ARLINGTON | VA | 22201 | NONE | PC | CHARITY | $1,000 |
| THE MARINE MAMMAL CENTER | |||||||
| 3625 ATLANTIC BRIGANTINE | BRIGANTINE | NJ | 08203 | NONE | PC | CHARITY | $1,000 |
| SEEING EYE | |||||||
| 1 SEEING EYE WY | MORRISTOWN | NJ | 07960 | NONE | PC | CHARITY | $1,000 |
| RESERVATION ANIMAL RESCUE | |||||||
| 16415 ADDISON RD | ADDISON | TX | 75001 | NONE | PC | CHARITY | $1,000 |
| FORGOTTEN FELINES OF FLORIDA | |||||||
| 7755 WOODSMUIR DR | WEST PALM BEACH | FL | 33412 | NONE | PC | CHARITY | $500 |
| PEGGY ADAMS ANIMAL RESCUE | |||||||
| 3200 N MILITARY TRL | WEST PAL BEACH | FL | 33409 | NONE | PC | CHARITY | $500 |
| ECO EXOTIC ANIMAL RESCUE | |||||||
| 320 ZOO RD | FAIRFIELD | PA | 17320 | NONE | PC | CHARITY | $1,000 |
| COVENANT HOUSE | |||||||
| 460 WEST 41ST STREET | NEW YORK | NY | 10036 | NONE | PC | CHARITY | $1,000 |
| IFAW | |||||||
| 290 SUMMER STREET | YARMOUTH PORT | MA | 02675 | NONE | PC | CHARITY | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,980 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $543 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $20,101 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $59,420 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $80,064 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $80,064 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WELLS FARGO 1660 | StockNm |
| EOY Book Value | $787,596 | EOYBookValueAmt |
| EOYFMV | $1,013,565 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJ | Desc |
| Amt | $14,828 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| WELLS FARGO 1660 | $6 | $6 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NYS DEPARTMENT OF LAW | $100 | |
| FOREIGN TAX PAID | $5 | $5 |
| IRS TAXES | $907 | $907 |