KIM FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KIM FAMILY FOUNDATION INC (EIN 83-2752312)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-13
- IRS object ID
- 202601949349100105
- Schema version
- 2025v4.2
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-13T08:38:14-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 WESTCHESTER AVE SUITE N-328 | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10604 | 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 | 832752312 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIM FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIMF | BusinessNameControlTxt |
| Phone | 9149672724 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 74 | AddressLine1Txt |
| City | RYE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10580 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIEFER MUELLER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9149672724 | PhoneNum |
| Signature | 2026-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM ZEBORIS | PreparerPersonNm |
| PTIN | P00088278 | PTIN |
| Phone | 9149492990 | PhoneNum |
| Preparation | 2026-07-07 | 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 | $6,744,954 | 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 | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $131,302 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $131,302 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $825,570 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,737,249 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $825,570 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $956,882 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $956,882 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $82,700 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $82,700 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $7,330 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $7,330 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $46,711 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,711 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,734 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,485 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,485 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,822 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,822 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $153,248 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,445 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $97,337 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $769,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $769,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $922,248 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,445 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $866,337 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,634 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $907,437 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $244,756 | CashBOYAmt |
| Cash EOY | $324,921 | CashEOYAmt |
| Cash EOYFMV | $324,921 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,285,644 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,227,046 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,866,631 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,020,820 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,033,887 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,553,402 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,551,220 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,585,854 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,744,954 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,551,220 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,585,854 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,551,220 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,585,854 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,551,220 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,585,854 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,551,220 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,634 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,585,854 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,585,854 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $5,685,615 | $4,911,679 | $773,936 | $773,936 |
| CAPITAL GAIN DISTRIBUTIONS | P | $51,634 | $51,634 | $51,634 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $825,570 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,613 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,613 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,613 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,760 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,760 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $10 | EsPenaltyAmt |
| Overpayment | $5,137 | OverpaymentAmt |
| Applied To ES Tax | $5,137 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KIEFER MUELLER | IndividualWithBooksNm |
| Phone | 9149672724 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 979 FOREST AVENUE | AddressLine1Txt |
| City | RYE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| YOUNG L KIM | ||||||||
| 979 FOREST AVENUE | RYE | NY | 10580 | DIRECTOR | 5.00 | $5,200 | $0 | $0 |
| TIMOTHY G MUELLER | ||||||||
| 979 FOREST AVENUE | RYE | NY | 10580 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| KAHEA I MUELLER | ||||||||
| 690 TREMONT ST APT 1 | BOSTON | MA | 02118 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| KIEFER I MUELLER | ||||||||
| 1008 N ST NW APT 1 BSMT | WASHINGTON | DC | 20001 | DIRECTOR | 40.00 | $77,500 | $0 | $0 |
| KEATON I MUELLER | ||||||||
| 160 W 24TH ST APT 2A | NEW YORK | NY | 10011 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 DEFOREST AVENUE 2ND FL | AddressLine1Txt |
| City | SUMMIT | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $51,711 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,405,455 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $257,230 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,662,685 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,662,685 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99,940 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,562,745 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $328,137 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $328,137 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,613 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,613 | TotalTaxAmt |
| Distributable Before Adj | $315,524 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $315,524 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $315,524 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $866,337 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $866,337 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $315,524 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $612,607 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $76,143 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $594,180 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,282,930 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $866,337 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $315,524 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $550,813 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,833,743 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,833,743 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $612,607 | ExcessFromYear4Amt |
| Excess From Year2 | $76,143 | ExcessFromYear2Amt |
| Excess From Year1 | $594,180 | ExcessFromYear1Amt |
| Excess From Current Year | $550,813 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 5 STEPS TO FIVE INC | |||||||
| PO BOX 123 | NEW YORK | NY | 10008 | N/A | PC | GENERAL SUPPORT | $20,000 |
| 914UNITED | |||||||
| 2025 CENTRAL PARK AVE STE 201 | YONKERS | NY | 10710 | N/A | PC | GENERAL SUPPORT | $5,000 |
| ASSOC COMM EMPLOYMENT FOR THE HOMELESS | |||||||
| 512 W 22ND ST | NEW YORK | NY | 10011 | N/A | PC | GENERAL SUPPORT | $25,000 |
| BICYCLE RELIEF | |||||||
| 1000 WEST FULTON MARKET | CHICAGO | IL | 60607 | N/A | PC | GENERAL SUPPORT | $5,000 |
| BREAD FOR THE CITY | |||||||
| 1525 7TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | GENERAL SUPPORT | $5,000 |
| BRIDGE FUND OF NY INC | |||||||
| 53 N BROADWAY | WHITE PLAINS | NY | 10601 | N/A | PC | GENERAL SUPPORT | $25,000 |
| DC FOOD PROJECT | |||||||
| PO BOX 12345 | WASHINGTON | DC | 20001 | N/A | PC | GENERAL SUPPORT | $5,000 |
| DEMOCRACY FORWARD FOUNDATION | |||||||
| PO BOX 34553 | WASHINGTON | DC | 20043 | N/A | PC | GENERAL SUPPORT | $10,000 |
| DON BOSCO COMMUNITY CENTER | |||||||
| 580 CAMPBELL ST | KANSAS CITY | MO | 64106 | N/A | PC | GENERAL SUPPORT | $75,000 |
| FEEDING AMERICA | |||||||
| 161 N CLARK ST STE 700 | CHICAGO | IL | 60601 | N/A | PC | GENERAL SUPPORT | $50,000 |
| FRIENDS OF READ WILDLIFE SANCTUARY | |||||||
| 1 PLAYLAND PKWY | RYE | NY | 10580 | N/A | PC | GENERAL SUPPORT | $1,000 |
| FRIENDS OF RYE TOWN PARK | |||||||
| 1 PLAYLAND PKWY | RYE | NY | 10580 | N/A | PC | GENERAL SUPPORT | $1,000 |
| GEORGETOWN UNIVERSITY | |||||||
| 37 AND O ST NW | WASHINGTON | DC | 20007 | N/A | PC | GENERAL SUPPORT | $10,000 |
| GIVEDIRECTLY INC | |||||||
| PO BOX 3221 | NEW YORK | NY | 10008 | N/A | PC | GENERAL SUPPORT | $150,000 |
| HELEN KELLER INTL INC | |||||||
| 1 DAG HAMMARSKJOLD PLAZA | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $20,000 |
| HISPANIC RESOURCE CENTER OF LARCHMONT & MAMARONECK INC | |||||||
| 134 CENTER AVE | MAMARONECK | NY | 10543 | N/A | PC | GENERAL SUPPORT | $100,000 |
| HOUR CHILDREN INC | |||||||
| 36-11 12TH ST | LONG ISLAND CITY | NY | 11106 | N/A | PC | GENERAL SUPPORT | $25,000 |
| HUDSON LINK FOR HIGHER EDUCATION IN PRISON | |||||||
| 31 W 34TH ST STE 802 | NEW YORK | NY | 10001 | N/A | PC | GENERAL SUPPORT | $10,000 |
| HUMAN RIGHTS INITIATIVE NORTH TEXAS | |||||||
| 2801 SWISS AVE | DALLAS | TX | 75204 | N/A | PC | GENERAL SUPPORT | $25,000 |
| IMPACT100 | |||||||
| PO BOX 100 | RYE | NY | 10580 | N/A | PC | GENERAL SUPPORT | $5,000 |
| LAMBDA LEGAL DEFENSE & EDUCATION FUND | |||||||
| 120 WALL ST | NEW YORK | NY | 10005 | N/A | PC | GENERAL SUPPORT | $5,000 |
| MEALS ON MAIN STREET (MOMS) | |||||||
| 509 N MAIN ST | PORT CHESTER | NY | 10573 | N/A | PC | GENERAL SUPPORT | $75,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| PO BOX 170280 | BOSTON | MA | 02117 | N/A | PC | GENERAL SUPPORT | $5,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | N/A | PC | GENERAL SUPPORT | $5,000 |
| PRESBYTERIAN CHURCH TOWN OF RYE | |||||||
| 882 BOSTON POST RD | RYE | NY | 10580 | N/A | PC | GENERAL SUPPORT | $26,000 |
| PROVIDENCE HOUSE INC | |||||||
| 703 LEXINGTON AVE | BROOKLYN | NY | 11221 | N/A | PC | GENERAL SUPPORT | $25,000 |
| RYE FREE READING ROOM | |||||||
| 1061 BOSTON POST RD | RYE | NY | 10580 | N/A | PC | GENERAL SUPPORT | $2,500 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $15,000 |
| THE NEW YORK TIMES COMMUNITIES FUND | |||||||
| 620 8TH AVE | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $5,000 |
| THE SHARING SHELF | |||||||
| 47 PURDY AVE | PORT CHESTER | NY | 10573 | N/A | PC | GENERAL SUPPORT | $1,000 |
| THE TREVOR PROJECT INC | |||||||
| 8581 SANTA MONICA BLVD | WEST HOLLYWOOD | CA | 90069 | N/A | PC | GENERAL SUPPORT | $5,000 |
| WILKINSON CENTER | |||||||
| 3402 N BUCKNER BLVD STE 302 | DALLAS | TX | 75228 | N/A | PC | GENERAL SUPPORT | $25,000 |
| YMCA OF RYE | |||||||
| 21 LOCUST AVE | RYE | NY | 10580 | N/A | PC | GENERAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $769,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $131,302 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $825,570 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $956,882 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $956,882 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $1,474,077 | $1,880,235 |
| MUTUAL FUNDS | $2,752,969 | $2,986,396 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,033,887 | BookValueAmt |
| EOYFMV | $1,553,402 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $850 | $0 | $850 |
| OFFICE EXPENSES | $514 | $0 | $514 |
| PAYROLL FEES | $1,208 | $0 | $1,208 |
| STATE FILING FEES | $250 | $0 | $250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $46,711 | Amt |
| Net Investment Income | $46,711 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $6,466 | $0 | $0 |
| FOREIGN TAXES | $2,734 | $2,734 | $0 |
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