BETA

C A L FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
C A L FOUNDATION INC (EIN 13-6083347)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-02-28
IRS object ID
202410599349100121
Schema version
2023v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-02-28T17:09:27-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133050313PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SACKS PRESS & LACHER PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100161901ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136083347EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAL FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCALFBusinessNameControlTxt
Phone2126826640PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO SACKS 600 THIRD AVEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLINDA HACKETTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2126826640PhoneNum
Signature2024-02-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLINDAPersonFirstNm
Person LastHACKETTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY D LACHERPreparerPersonNm
PTINP00192831PTIN
Phone2126826640PhoneNum
Preparation2024-02-19PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,519,815FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$63,071DividendsRevAndExpnssAmt
Dividends Net Invst Incm$63,071DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$479,839NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,513,790GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$479,839CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$542,910TotalRevAndExpnssAmt
Total Net Invst Incm$542,910TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,750AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$51,550OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$51,550OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$630TaxesRevAndExpnssAmt
Taxes Net Invst Incm$630TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,781OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,362OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$59,711TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$59,292TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$452,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$452,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$511,711TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$59,292TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$452,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$31,199ExcessRevenueOverExpensesAmt
Net Investment Income$483,618NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$109,778SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$248,234SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$248,234SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,101,296CorporateStockBOYAmt
Corporate Stock EOY$4,994,039CorporateStockEOYAmt
Corporate Stock EOYFMV$9,271,581CorporateStockEOYFMVAmt
Total Assets BOY$5,211,074TotalAssetsBOYAmt
Total Assets EOY$5,242,273TotalAssetsEOYAmt
Total Assets EOYFMV$9,519,815TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$486,677CapitalStockBOYAmt
Capital Stock EOY$486,677CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,724,397RetainedEarningBOYAmt
Retained Earning EOY$4,755,596RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,211,074TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,242,273TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,211,074TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,242,273TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,211,074TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$31,199ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,242,273SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,242,273TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$2,513,790GrossSalesPriceAmt
Cost Or Other Basis$2,033,951CostOrOtherBasisAmt
Gain Or Loss$479,839GainOrLossAmt
Gains Minus Excess Or Losses$479,839GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$479,839CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,722InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,722SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,722TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$20,371EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$20,371TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$13,649OverpaymentAmt
Applied To ES Tax$13,649AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSACKS PRESS LACHER PCIndividualWithBooksNm
Phone2126826640PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1600 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LINDA HACKETT
C/O SACKS 600 THIRD AVENUENEW YORKNY10016PRESIDENT2.00$0$0$0
MELINDA HACKETT
C/O SACKS 600 THIRD AVENUENEW YORKNY10016VICE-PRES.2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EDGEWOOD MANAGEMENT COBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 STEAMBOAT RDAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORYServiceTypeTxt
Compensation$51,550CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,309,427AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$190,001AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,499,428TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,499,428AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$127,491CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,371,937NetVlNoncharitableAssetsAmt
Minimum Investment Return$418,597MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$418,597MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,722TaxBasedOnInvestmentIncomeAmt
Total Tax$6,722TotalTaxAmt
Distributable Before Adj$411,875DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$411,875DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$411,875DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$452,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$452,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$411,875DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$54,229ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$24,368ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$13,459ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$57,569ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$69,054ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$218,679TotalExcessDistributionCyovAmt
Qualifying Distributions$452,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$411,875AppliedToCurrentYearAmt
Remaining Distri From Corpus$40,125RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$258,804TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$54,229ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$204,575ExcessDistriCyovToNextYrAmt
Excess From Year4$24,368ExcessFromYear4Amt
Excess From Year3$13,459ExcessFromYear3Amt
Excess From Year2$57,569ExcessFromYear2Amt
Excess From Year1$69,054ExcessFromYear1Amt
Excess From Current Year$40,125ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLINDA HACKETTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
564 PRESERVATION FOUNDATION
564 PARK AVENEW YORKNY10065PCGENERAL PURPOSES$11,000
ACE
ONE DUPONT CIRCLE NWWASHINGTONDC20036PCGENERAL PURPOSES$5,000
AMERICAN ASSOCIATES OF THE NATIONAL THEATRE
247 W 30TH ST 8FNEW YORKNY10001PCGENERAL PURPOSES$10,000
ANIMAL CARE CENTERS OF NYC
11 PARK PLACE SUITE 805NEW YORKNY10007PCGENERAL PURPOSES$1,000
ANIMAL MEDICAL CENTER
510 EAST 62 STNEW YORKNY10065PCGENERAL PURPOSES$20,000
ANIMAL RESCUE FUND
1963 HOLLY BUSH ROADPELAHATCHIEMS39145PCGENERAL PURPOSES$5,000
ASPCA
424 EAST 92ND STREETNEW YORKNY10128PCGENERAL PURPOSES$2,000
BIDAWEE
118 OLD COUNTRY RDWESTHAMPTONNY11977PCGENERAL PURPOSES$2,000
BOTTOMLESS CLOSET
16 EAST 52 STNEW YORKNY10022PCGENERAL PURPOSES$5,000
CENTRAL PARK CONSERVANCY
14 EAST 60TH STREETNEW YORKNY10022PCGENERAL PURPOSES$1,000
CHILDRENS AID SOCIETY
105 EAST 22ND STREETNEW YORKNY10010PCGENERAL PURPOSES$3,000
CITIZENS COMMITTEE FOR CHILDREN
14 WALL STNEW YORKNY10005PCGENERAL PURPOSES$5,000
CITY HARVEST
575 8TH AVENUE 4TH FLNEW YORKNY10018PCGENERAL PURPOSES$5,000
CITY MEALS ON WHEELS
355 LEXINGTON AVENUENEW YORKNY10017PCGENERAL PURPOSES$2,000
EVELYN ALEXANDER WILDLIFE RESCUE CENTER
228 W MONTAUK HIGHWAYHAMPTON BAYSNY11946PCGENERAL PURPOSES$15,000
FOOD BANK FOR NEW YORK CITY
39 BROADWAYNEW YORKNY10006PCGENERAL PURPOSES$20,000
FOXCROFT SCHOOL
22407 FOXHOUND LANEMIDDLEBERGVA20117PCGENERAL PURPOSES$1,000
FRESH AIR FUND
633 THIRD AVENUE 14TH FLNEW YORKNY10017PCGENERAL PURPOSES$2,000
GAY MENS HEALTH CRISIS
119 WEST 24TH STREETNEW YORKNY10011PCGENERAL PURPOSES$1,000
GOD'S LOVE WE DELIVER
166 6TH AVENUENEW YORKNY10013PCGENERAL PURPOSES$2,000
GROUP FOR THE EAST END
54895 NY-25SOUTHOLDNY11971PCGENERAL PURPOSES$1,000
HALCYON FOUNDATION
100 PARK AVENUE 20TH FLOORNEW YORKNY10017PCGENERAL PURPOSE$80,000
HORTICULTURAL SOCIETY OF NEW YORK
148 WEST 37TH STREET 13TH FLNEW YORKNY10018PCGENERAL PURPOSES$1,000
HUMAN RESOURCES OF THE HAMPTONS
100 HILL STREETSOUTHAMPTONNY11968PCGENERAL PURPOSES$17,000
HUMANE SOCIETY OF NEW YORK
306 EAST 59 STNEW YORKNY10022PCGENERAL PURPOSES$5,000
INTERNATIONAL FUND FOR ANIMAL
1400 16TH ST NWWASHINGTONDC20036PCGENERAL PURPOSES$1,000
INT'L PRIMATE PROTECTION LEAGUE
PO BOX 766SUMMERVILLESC29484PCGENERAL PURPOSES$1,000
MADOO GARDEN CONSERVANCY
618 SAGG MAIN STSAGAPONACKNY11962PCGENERAL PURPOSES$12,000
NATIONAL GALLERY OF ART
CONSTITUTION AVE NWWASHINGTONDC20565PCGENERAL PURPOSES$10,000
NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE SUITE 100ARLINGTONVA22203PCGENERAL PURPOSES$2,000
NEW YORK RESTORATION PROJECT
254 WEST 31ST STREET 10NEW YORKNY10001PCGENERAL PURPOSES$1,000
NEW YORK TIMES NEEDIEST CASES FUND
4 CHASE METROTECH CENTER 7TH FLBROOKLYNNY11245PCGENERAL PURPOSES$15,000
PARRISH ART MUSEUM
25 JOBS LANESOUTHAMPTONNY11968PCGENERAL PURPOSES$5,000
PET PARTNERS
10 MOUNTAIN LEDGEWILTONCT12831PCGENERAL PURPOSES$5,000
PLANNED PARENTHOOD OF HUDSON PECONIC
570 TAXTER RDELMSFORDNY10523PCGENERAL PURPOSES$5,000
PLANNED PARENTHOOD OF NEW YORK
26 BLEECKER STREETNEW YORKNY10012PCGENERAL PURPOSES$5,000
SALVATION ARMY
120 WEST 14TH STREETNEW YORKNY10011PCGENERAL PURPOSES$5,000
SCHWARTZMAN ANIMAL MEDICAL CENTER
510 E 62ND SNEW YORKNY10065PCGENERAL PURPOSES$10,000
SOUTHAMPTON ANIMAL SHELTER FDN
102 OLD RIVERHEAD RD WESTHAMPTON BAYSNY11946PCGENERAL PURPOSES$20,000
SOUTHAMPTON FRESH AIR FUND
38 MAIN STREETSOUTHAMPTONNY11968PCGENERAL PURPOSES$2,000
SOUTHAMPTON HOSPITAL
240 MEETING HOUSE LANESOUTHAMPTONNY11968PCGENERAL PURPOSES$2,000
ST ANDREWS DUNE CHURCH
PO BOX 1245SOUTHAMPTONNY11969PCGENERAL PURPOSES$2,000
THE SOUTHAMPTON ASSOCIATION
PO BOX 641SOUTHAMPTONNY11969PCGENERAL PURPOSES$5,000
TWO MAUDS
100 PARK AVENUE 20TH FLOORNEW YORKNY10017PCGENERAL PURPOSES$80,000
VERMONT STUDIO SCHOOL
PO BOX 613JOHNSONVT05656PCGENERAL PURPOSES$40,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BLVDBRONXNY10460PCGENERAL PURPOSES$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$452,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63,071ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$479,839ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$542,910ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$542,910TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$3,750Amt
Net Investment Income$3,750NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
A S M L HOLDING N.V. 639 SHS$396,141$483,672
ADOBE SYSTEMS INC 915 SHS$217,346$545,889
AMERICAN TOWER CORPORATION 1326 SHS$147,165$286,257
BLACKSTONE GROUP INC 3459 SHS$324,257$452,852
CHIPOTLE MEXICAN GRILL INC CL A 198 SHS$258,475$452,818
DANAHER CORP 1684 SHS$319,586$389,577
ESTEE LAUDER COMPANIES CLASS A 2283 SHS$390,075$333,889
ILLUMINA INC 1435 SHS$201,112$261,771
INTUIT 979 SHS$269,512$611,904
INTUITIVE SURGICAL INC 1435 SHS$98,151$484,112
LULULEMON ATHLETICA INC 806 SHS$256,569$412,100
MICROSOFT CORPORATION 1343 SHS$206,297$505,022
NETFLIX COM INC 1241 SHS$293,912$604,218
NVIDIA CORP 1282 SHS$81,945$634,872
S & P GLOBAL INC. 921 SHS$85,973$405,719
SERVICENOW, INC. 828 SHS$426,078$584,974
VISA INC-CLASS A SHRS 2349 SHS$77,046$611,562
AIRBNB, INC 3443 SHS$375,247$468,730
MSCI INC 323 SHS$164,799$182,705
UBER TECHNOLOGIES INC 3407 SHS$181,517$209,769
ELI LILLY & CO 599 SHS$222,836$349,169

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CUSTODY FEE$3,362$3,362$0
FILING FEE$419$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEECategoryTxt
Amt$51,550Amt
Net Investment Income$51,550NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHELDCategoryTxt
Amt$630Amt
Net Investment Income$630NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.