SCHIFFER FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SCHIFFER FAMILY FOUNDATION INC (EIN 83-2834703)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-03
- IRS object ID
- 202420949349100822
- Schema version
- 2023v5.0
- 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 Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-03T22:02:49-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521231901 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORFINE SCHILLER & GARDYN PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10045 RED RUN BLVD SUITE 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832834703 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHIFFER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O STERLING FOUNDATION MGMT LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHI | BusinessNameControlTxt |
| Phone | 7034379720 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12030 SUNRISE VALLEY DRIVE 450 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20191 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID SCHIFFER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7034379720 | PhoneNum |
| Signature | 2024-04-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | SCHIFFER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW Q KEEFER CPA | PreparerPersonNm |
| PTIN | P00852427 | PTIN |
| Phone | 4103565900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,304,119 | 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 |
| Dividends Rev And Expnss | $49,968 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,968 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,622 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $265,812 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,622 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $106,590 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $106,590 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $37,330 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,087 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,243 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,659 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,408 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,239 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,495 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,493 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $161,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $161,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $200,739 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,495 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $175,993 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$94,149 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $82,095 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $91,969 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,283 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,283 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,807,183 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,759,720 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,258,836 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,899,152 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,805,003 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,304,119 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,899,152 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,805,003 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,899,152 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,805,003 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,899,152 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,805,003 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,899,152 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$94,149 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,805,003 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,805,003 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | UBS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2023-01-01 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $265,812 | GrossSalesPriceAmt |
| Cost Or Other Basis | $209,190 | CostOrOtherBasisAmt |
| Gain Or Loss | $56,622 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $56,622 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,622 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,141 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,141 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,141 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,080 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $61 | TaxDueAmt |
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 | STERLING FOUNDATION MGMT | IndividualWithBooksNm |
| Phone | 7034379720 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12030 SUNRISE VALLEY DRIVE STE 450 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20191 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DAVID M SCHIFFER | ||||||||
| 12030 SUNRISE VALLEY DRIVE STE 450 | RESTON | VA | 20191 | PRESIDENT/TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| TARYN COWAN | ||||||||
| 12030 SUNRISE VALLEY DRIVE STE 450 | RESTON | VA | 20191 | VICE PRESIDENT/EXECUTIVE DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES E ROBINSON | ||||||||
| 12030 SUNRISE VALLEY DRIVE STE 450 | RESTON | VA | 20191 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $2,156,143 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $97,245 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,253,388 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,253,388 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,801 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,219,587 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,979 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,979 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,141 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,141 | TotalTaxAmt |
| Distributable Before Adj | $109,838 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $109,838 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $109,838 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $175,993 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $175,993 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $109,838 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $28,099 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $175,993 | QualifyingDistributionsAmt |
| Applied To Year1 | $28,099 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $109,838 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,056 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $38,056 | 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 | $38,056 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $38,056 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID M SCHIFFER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BRONX HIGH SCHOOL OF SCIENCE ALUMNI FOUNDATION INC | ||||||
| 75 BRONX SCIENCE BOULEVARD | BRONX | NY | 10468 | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| CANINE COMPANIONS FOR INDEPENDENCE INC | ||||||
| 286 MIDDLE ISLAND ROAD | MEDFORD | NY | 11763 | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| CATO INSTITUTE | ||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | 501(C)(3) | SPHERE EDUCATION INITIATIVE | $5,000 |
| CHABAD OF MID-SUFFOLK | ||||||
| 318 VETERANS HIGHWAY | COMMACK | NY | 11725 | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| FOUNDATION FOR MORRISTOWN MEDICAL CENTER | ||||||
| 475 SOUTH ST | MORRISTOWN | NJ | 07960 | 501(C)(3) | NEONATAL-PERINATAL MEDICINE FELLOWSHIP | $10,000 |
| FRIENDS OF DUVDEVAN | ||||||
| 28555 ORCHARD LAKE RD | FARMINGTON HILLS | MI | 48334 | 501(C)(3) | GENERAL SUPPORT | $30,000 |
| GALAPAGOS CONSERVANCY INC | ||||||
| 1630 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| GULF OF MAINE RESEARCH INSTITUTE | ||||||
| 350 COMMERCIAL ST | PORTLAND | ME | 04101 | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| GUSH ETZION FOUNDATION | ||||||
| 867 BOYLSTON ST 1342 5TH FLOOR | BOSTON | MA | 02116 | 501(C)(3) | YISHUV ELAZAR | $1,000 |
| HILLSDALE COLLEGE | ||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | 501(C)(3) | ELIZEBETH SMITH FRIEDMAN SCHOLARSHIP | $20,000 |
| I AM WILD FOUNDATION INC | ||||||
| 238 SOUND BEACH AVENUE | OLD GREENWICH | CT | 06870 | 501(C)(3) | GENERAL SUPPORT | $25,000 |
| JED FOUNDATION | ||||||
| PO BOX 412945 | BOSTON | MA | 02241 | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| JOHN JAY COLLEGE FOUNDATION INC | ||||||
| 524 W 59TH ST | NEW YORK | NY | 10019 | 501(C)(3) | CERTMASTER SOFTWARE AND/OR EXAM VOUCHERS FOR NETWORK+ OR SECURITY+ | $5,500 |
| JOHNNY MAC SOLDIERS FUND | ||||||
| 42395 RYAN ROAD SUITE 112-242 | ASHBURN | VA | 20148 | 501(C)(3) | TO SUPPORT ONE STUDENT FOR K-12 AND COLLEGE SCHOLARSHIP PROGRAM | $5,000 |
| JUDICIAL WATCH | ||||||
| 425 THIRD ST SW SUITE 800 | WASHINGTON | DC | 20024 | 501(C)(3) | GENERAL SUPPORT | $25,000 |
| LAST HOPE INC | ||||||
| PO BOX 7025 | WANTAGH | NY | 11793 | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| PO BOX 22443 | NEW YORK | NY | 10087 | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| MELVILLE VOLUNTEER FIRE DEPARTMENT INC | ||||||
| 531 SWEET HOLLOW RD | MELVILLE | NY | 11747 | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| NEW GROUND INC | ||||||
| 70 ACORN LN | LEVITTOWN | NY | 11756 | 501(C)(3) | VETERANS PROGRAM | $5,000 |
| PAWS OF WAR INC | ||||||
| 127 SMITHTOWN BLVD STE 6 | NESCONSET | NY | 11767 | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| THE UNITED SERVICE ORGANIZATIONS INC | ||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| UJA-FEDERATION OF NEW YORK | ||||||
| PO BOX 4227 | NEW YORK | NY | 10022 | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| UNITED WAY OF LONG ISLAND | ||||||
| 819 GRAND BLVD | DEER PARK | NY | 11729 | 501(C)(3) | FOR THE VETSBUILD PROGRAM - TO SUPPORT TWO VETERANS | $5,000 |
| VARIETY CHILD LEARNING CENTER | ||||||
| 47 HUMPHREY DRIVE | SYOSSET | NY | 11791 | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $161,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,968 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $56,622 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $106,590 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $106,590 | 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 Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UBS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,759,720 | BookValueAmt |
| EOYFMV | $2,258,836 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION MANAGEMENT FEES | $16,812 | $2,569 | $14,243 |
| INVESTMENT FEES | $20,518 | $20,518 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,408 | $1,408 | $0 |
| EXCISE TAXES | $251 | $0 | $0 |
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