LAVELLE FUND FOR THE BLIND INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LAVELLE FUND FOR THE BLIND INC (EIN 13-1740463)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-13
IRS object ID
202401349349101490
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-13T09:56:49-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133628255PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CONDON O'MEARA MCGINTY & DONNELLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE BATTERY PARK PLAZA 7TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131740463EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAVELLE FUND FOR THE BLIND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLAVEBusinessNameControlTxt
Phone2126689801PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1307 WEST 38TH STREET SUITE 1905AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN L CORCORAN CPAPersonNm
Person TitleEXECUTIVE DIRECTOR & CEOPersonTitleTxt
Phone2126689801PhoneNum
Signature2024-04-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastCORCORAN CPAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALEXANDER LAZZARUOLOPreparerPersonNm
PTINP01775353PTIN
Phone2126617777PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$143,652,074FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$3,289,609DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,289,609DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,532,772NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$21,679,303GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,532,772CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$19,290OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$5,841,671TotalRevAndExpnssAmt
Total Net Invst Incm$5,822,381TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$260,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$13,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$247,000CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$419,904OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$36,125OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$383,779OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$210,321PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$15,934PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$194,387PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,225LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,225LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$31,761AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$20,645AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$11,116AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$159,799OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$152,094OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$7,705OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$50,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$134,489OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$6,725OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$127,764OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$9,351TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$9,351TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$65,481OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,796OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$63,685OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,342,331TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$246,319TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,046,012TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,688,399ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,636,214ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,030,730TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$246,319TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,682,226TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,189,059ExcessRevenueOverExpensesAmt
Net Investment Income$5,576,062NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$396,261CashBOYAmt
Cash EOY$198,702CashEOYAmt
Cash EOYFMV$198,702CashEOYFMVAmt
Sav And Temp Cash Invst BOY$9,506,512SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$9,960,895SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$9,960,895SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl BOY$332,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$118,013,751CorporateStockBOYAmt
Corporate Stock EOY$133,442,684CorporateStockEOYAmt
Corporate Stock EOYFMV$133,442,684CorporateStockEOYFMVAmt
Corporate Bonds BOY$552,716CorporateBondsBOYAmt
Corporate Bonds EOY$49,793CorporateBondsEOYAmt
Corporate Bonds EOYFMV$49,793CorporateBondsEOYFMVAmt
Total Assets BOY$128,801,240TotalAssetsBOYAmt
Total Assets EOY$143,652,074TotalAssetsEOYAmt
Total Assets EOYFMV$143,652,074TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$128,801,240NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$143,652,074NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$128,801,240TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$143,652,074TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$128,801,240TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$143,652,074TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$128,801,240TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,189,059ExcessRevenueOverExpensesAmt
Other Increases$16,039,893OtherIncreasesAmt
Subtotal$143,652,074SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$143,652,074TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$20,327,011$19,146,531$1,180,480$1,180,480
CAPITAL GAINS DIVIDENDSP$1,352,292$1,352,292$1,352,292
FieldValueIRS element (for citing)
Capital Gain Net Income$2,532,772CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$77,507InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$77,507SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$77,507TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$57,008EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$57,008TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$20,499TaxDueAmt

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 AddressWWW.LAVELLEFUND.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LAVELLE FUND FOR THE BLIND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2126689801PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1307 WEST 38TH STREET SUITE 1905AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
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 (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LOUIS D PIZZARELLO MD MPH
307 WEST 38TH STREET SUITE 1905NEW YORKNY10018BOARD CHAIR & DIRECTOR10.00$0$0$0
HON KEVIN B MCGRATH JR
307 WEST 38TH STREET SUITE 1905NEW YORKNY10018VICE CHAIR & DIRECTOR4.00$0$0$0
JOHN L CORCORAN CPA
307 WEST 38TH STREET SUITE 1905NEW YORKNY10018TREASURER & DIRECTOR4.00$0$0$0
DANIEL M CALLAHAN
307 WEST 38TH STREET SUITE 1905NEW YORKNY10018SECRETARY & DIRECTOR (ENDED OCT)4.00$0$0$0
JANE B O'CONNELL
307 WEST 38TH STREET SUITE 1905NEW YORKNY10018SECRETARY & DIRECTOR (STARTED OCT)2.00$0$0$0
MARGARET DUFFY
307 WEST 38TH STREET SUITE 1905NEW YORKNY10018DIRECTOR1.00$0$0$0
SISTER MARY FLOOD OP MD PHD
307 WEST 38TH STREET SUITE 1905NEW YORKNY10018DIRECTOR1.00$0$0$0
PAUL A SIDOTI MD
307 WEST 38TH STREET SUITE 1905NEW YORKNY10018DIRECTOR1.00$0$0$0
SHARON MCLENNON WIER PHD MSED
307 WEST 38TH STREET SUITE 1905NEW YORKNY10018DIRECTOR1.00$0$0$0
MARIO M KRANJAC
307 WEST 38TH STREET SUITE 1905NEW YORKNY10018DIRECTOR1.00$0$0$0
ALEXANDER G LUNNEY
307 WEST 38TH STREET SUITE 1905NEW YORKNY10018DIRECTOR1.00$0$0$0
JOSE M ROMAN DMIN JD MA
307 WEST 38TH STREET SUITE 1905NEW YORKNY10018DIRECTOR1.00$0$0$0
SUSAN G OLIVO
307 WEST 38TH STREET SUITE 1905NEW YORKNY10018EXECUTIVE DIRECTOR & CEO45.00$260,000$77,041$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
MANNHI CHAU
307 W 38TH ST STE 1905NEW YORKNY10018CONTROLLER45.00$144,500$48,473$0
KHANH PHAN
307 W 38TH ST STE 1905NEW YORKNY10018GRANT PROGRAM MANAGE45.00$128,000$45,656$0
OLIVER FUHRMANN
307 W 38TH ST STE 1905NEW YORKNY10018OFFICE & ADMINISTRAT35.00$58,653$31,133$0
KATE MORRIS
307 W 38TH ST STE 1905NEW YORKNY10018SCHOLARSHIP PROGRAM17.50$56,651$5,057$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VANGUARDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15951 LUCKETT COURT SUITE A1AddressLine1Txt
CityEL PASOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79932ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MGMT FEESServiceTypeTxt
Compensation$152,094CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE BROTHER JAMES KEARNEY SCHOLARSHIP PROGRAM FOR THE BLIND AIMS TO HELP MAKE QUALITY UNDERGRADUATE AND GRADUATE EDUCATION AFFORDABLE FOR U.S. RESIDENTS WHO ARE LEGALLY BLIND AND FINANCIALLY NEEDY.BY ASSISTING INDIVIDUALS WHO ARE LEGALLY BLIND OR VISUALLY IMPAIRED IN ATTAINING QUALITY EDUCATION, THE SCHOLARSHIP PROGRAM FURTHERS THE FUND'S EXEMPT PURPOSE BY ASSISTING INDIVIDUALS WHO ARE LEGALLY BLIND OR VISUALLY-IMPAIRED LIVE INDEPENDENT AND PRODUCTIVE LIVES. THE SCHOLARSHIP PROGRAM IS INTENDED TO SUPPORT A LEGALLY BLIND OR VISUALLY IMPAIRED STUDENT'S FULL-TIME PROGRAM OF STUDY LEADING TO A 4-YEAR (BACHELOR'S) DEGREE OR GRADUATE DEGREE PROGRAM. IN 2023, THE FUND AWARDED A TOTAL OF $215,485 IN SCHOLARSHIP GRANTS. THE COST OF ADMINISTERING THE SCHOLARSHIP PROGRAM WAS $62,468.Description1Txt
Expenses1$62,468Expenses1Amt
Description2THE LAVELLE LEADERS AWARD FOR HIGHER EDUCATION STUDENTS IS A ONE-TIME ONLY SCHOLARSHIPS OF $5,000 AWARDED YEARLY TO TWO OUTSTANDING SCHOLARS ATTENDING ONE OF OUR PARTNER COLLEGES AND UNIVERSITIES. THIS COMPETITIVE, MERIT-BASED AWARD IS OPEN TO CURRENT COLLEGE JUNIORS, SENIORS, OR GRADUATE STUDENTS WHO HAVE DEMONSTRATED THE HIGHEST LEVELS OF ACADEMIC ACHIEVEMENT AND WHOSE LEADERSHIP EXPERIENCE AND SCHOOL, CAREER, OR COMMUNITY ENGAGEMENT HAVE MADE A SIGNIFICANT IMPACT. SUCCESSFUL LAVELLE LEADERS AWARD APPLICANTS WILL DEMONSTRATE A STEADFAST PURSUIT OF THEIR GOALS. DURING 2023, THE FUND AWARDED 2 $5,000 AWARDS TOTALING $10,000.Description2Txt
Expenses2$0Expenses2Amt

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$125,379,559AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,854,860AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$134,234,419TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$134,234,419AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,013,516CashDeemedCharitableAmt
Net Vl Noncharitable Assets$132,220,903NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,611,045MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,611,045MinimumInvestmentReturnAmt
Tax Based On Investment Income$77,507TaxBasedOnInvestmentIncomeAmt
Total Tax$77,507TotalTaxAmt
Distributable Before Adj$6,533,538DistributableBeforeAdjAmt
Recoveries Qualfied Distri$299,105RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,832,643DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,832,643DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,682,226ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,682,226QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,832,643DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$734,824ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$140,701ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$221,730ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$620,242ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,717,497TotalExcessDistributionCyovAmt
Qualifying Distributions$6,682,226QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,682,226AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$150,417ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$150,417ExcessDistributionCyovAppCYAmt
Total Corpus$1,567,080TotalCorpusAmt
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$584,407ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$982,673ExcessDistriCyovToNextYrAmt
Excess From Year4$140,701ExcessFromYear4Amt
Excess From Year2$221,730ExcessFromYear2Amt
Excess From Year1$620,242ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSUSAN G OLIVO EXECUTIVE DIRECTOR ANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1LAVELLE FUND FOR THE BLIND INC 307AddressLine1Txt
Address Line2WEST 38TH ST STE 1905AddressLine2Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2126689801RecipientPhoneNum
Recipient Email AddressSOLIVO@LAVELLEFUND.ORGRecipientEmailAddressTxt
Form And Info And MaterialsIF YOUR ORGANIZATION IS SEEKING A GRANT, THE BEST PLACE TO START IS TO REVIEW GRANT GUIDELINES. PLEASE REFER TO WWW.LAVELLEFUND.ORG/PROPOSAL-GUIDELINES FOR INFORMATION. IF YOU HAVE QUESTIONS, CONTACT THE FUND AT WWW.LAVELLEFUND.ORG/GENERAL-INQUIRIES. AFTER REVIEWING THE GUIDELINES, APPLICATION LINKS CAN BE ACCESSED THROUGH THE APPLICATION SECTION OF THE ABOVE REFERENCED WEBSITE.FormAndInfoAndMaterialsTxt
Submission DeadlinesPLEASE REFER TO DETAILS INDICATED ON WWW.LAVELLEFUND.ORG/HOW-TO-APPLY.SubmissionDeadlinesTxt
Restrictions On AwardsTHE LAVELLE FUND FOR THE BLIND PROVIDES FUNDING TO ORGANIZATIONS WITH U.S. 501(C)(3) TAX-EXEMPT STATUS OR VERIFIABLE NON-U.S. CHARITABLE STATUS (IN THE CASE OF FOREIGN-BASED, NON-PROFIT ORGANIZATIONS WITHOUT A U.S.-BASED 501(C)(3) FISCAL INTERMEDIARY). SEE WWW.LAVELLEFUND.ORG/PROPOSAL-GUIDELINES/ FOR ADDITIONAL RESTRICTIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtAddress Line2RecipientForeignAddress/AddressLine2TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdAddress Line2RecipientUSAddress/AddressLine2Txt
FUNDACION GUATEMALTECA PARA NINOS CON SORDOCEGUERA ALEX (FUNDAL)
1A CALLE Y CARRETERA INTERAMERICANA0-20 ZONA 1 DE MIXCOGUATEMALA CITYGTN/ANC (ER)#23-11ERD: EXPANDING FUNDAL'S SUPPORT NETWORK$10,000
FUNDACION GUATEMALTECA PARA NINOS CON SORDOCEGUERA ALEX (FUNDAL)
1A CALLE Y CARRETERA INTERAMERICANA0-20 ZONA 1 DE MIXCOGUATEMALA CITYGTN/ANC (ER)#21-20: FORGING PATHS TOWARDS INCLUSION AND SUSTAINABILITY$131,000
C L GUPTA EYE INSTITUTE
RAM GANGA VIHAR PHASE II EXTENSIONMORADABADINN/ANC (ER)#21-29ER: ELIMINATING RURAL AVOIDABLE BLINDNESS BACKLOG DURING COVID19 PANDEMIC IN WESTERN UTTAR PRADESH (INDIA)$121,054
DR SHROFF'S CHARITY EYE HOSPITAL
5027 KEDARNATH ROADDELHIINN/ANC (ER)#23-20ER: ESTABLISHING REGIONAL TRAINING RESOURCE CENTRE FOR ALLIED OPHTHALMIC PARAMEDICS (AOPS)$150,000
SENSE INTERNATIONAL PERU
JR DANIEL ALCIDES CARRIN NO 202 OF205 SAN BORJALIMAPEN/ANC (ER)#23-09ER: PROMOTING A QUALITY AND INCLUSIVE EDUCATION EXPERIENCE FOR STUDENTS WITH DEAFBLINDNESS IN PERU - PHASE 2.$43,186
SEEDLINGS BRAILLE BOOKS FOR CHILDREN
N/APC#23-19: BRAILLE BOOKS FOR CHILDREN WITH VISION LOSS AND TEACHERS OF THE VISUALLY IMPAIRED$59,00014151 FARMINGTON RDLIVONIAMI48154
SALUS UNIVERSITY
N/APC#23-08: PROJECT REACH: A PROFESSIONAL RECRUITMENT MODEL$97,2408360 OLD YORK RDELKINS PARKPA19027
RUTGERS DEPARTMENT OF PSYCHIATRIC REHABILITATION AND COUNSELING PROFESSIONS
N/APC#23-18: EYE2EYE: A PEER SUPPORT PROGRAM FOR INDIVIDUALS AND FAMILIES COPING WITH VISION LOSS$155,000675 HOES LANE WEST 8TH FLPISCATAWAYNJ08854
RESEARCH TO PREVENT BLINDNESS
N/APC#23-01D: GRANT REQUEST FOR VISION FUNDING PARTNERSHIP CONVENING$2,500360 LEXINGTON AVE 22ND FLOORNEW YORKNY10017
RESEARCH FOUNDATION OF CITY UNIVERSITY OF NEW YORK HUNTER COLLEGE
N/APC#22-17: VISION REHABILITATION THERAPY: SUPPORTING GRADUATE PROGRAMS AND PREPARING FOR THE FUTURE OF THE FIELD AT HUNTER COLLEGE$168,699695 PARK AVENUENEW YORKNY10065
RAMAPO FOR CHILDREN
N/APC#23-36D: CLASSP PROGRAM EXPANSION$4,500PO BOX 266RHINEBECKNY12572
QUEENS COLLEGE FOUNDATION
N/APC#23-17: NEW YORK DEAFBLIND COLLABORATIVE$79,00065-30 KISSENA BLVD KH325QUEENSNY11367
PERKINS SCHOOL FOR THE BLIND
N/APC#22-24: EVERY CHILD CAN LEARN: SCALING UP SYSTEMIC CHANGE FOR CHILDREN WITH DISABILITIES AND VISUAL IMPAIRMENT IN LATIN AMERICA$668,889175 NORTH BEACON STREETWATERTOWNMA02472
PERKINS SCHOOL FOR THE BLIND
N/APC#23-12D: ELP SHARK TANK$6,000175 NORTH BEACON STREETWATERTOWNMA02472
ORBIS INTERNATIONAL
N/APC#22-23: SITAPUR EYE HOSPITAL - ORBIS COMPREHENSIVE CHILDHOOD BLINDNESS PROJECT (PHASE II)$110,89352 VANDERBILT AVE 8TH FLNEW YORKNY10017
ORBIS INTERNATIONAL
N/APC#23-04D: EVALUATION: DR. SHROFF'S CHARITY EYE HOSPITAL AOP TRAINING PROGRAM$4,42352 VANDERBILT AVE 8TH FLNEW YORKNY10017
NATIONAL SOCIETY TO PREVENT BLINDNESS
N/APC#22-25: ASPECT- EVALUATION AND ENGAGEMENT PROJECT$44,763225 W WACKER DR STE 400CHICAGOIL606061375
NATIONAL FEDERATION OF THE BLIND
N/APC#23-31: INDIVIDUALIZED EDUCATION PLAN (IEP) BOOT CAMP$52,3331800 JOHNSON STBALTIMOREMD21230
ADAPTIVE DESIGN ASSOCIATION INC
N/APC#23-15D: CUE EXPANSION PROJECT: CONFERENCE PRESENTATIONS$14,500313 W 36TH STREETNEW YORKNY10018
SEVA FOUNDATION
N/APC#23-10: ESTABLISHING A WORLD-CLASS EYE CARE TRAINING AND LEARNING CENTER IN GUATEMALA$385,6051786 FIFTH STBERKELEYCA94710
VISIONSERVE ALLIANCE
PC#23-25D: AVLNC BIG DATA PRESENTATION AT AAO CONFERENCE$1,0008760 MANCHESTER RDSAINT LOUISMO631442724
VISIONSERVE ALLIANCE
N/APC#23-22: BIG DATA PHASE TWO: DATA ANALYSIS OF CHARACTERISTICS OF PEOPLE WITH BLINDNESS AND LOW VISION AGED 18-64 YEARS, WORKING AND NOT WORKING$75,0008760 MANCHESTER RDSAINT LOUISMO631442724
VISIONSERVE ALLIANCE
PC#23-35D: VISION REHABILITATION SERVICES: OCCUPATIONAL THERAPISTS, A HUB AND SPOKE MODEL$12,0008760 MANCHESTER RDSAINT LOUISMO631442724
VISIONSSERVICES FOR THE BLIND AND VISUALLY IMPAIRED
N/APC#20-21: LAVELLE SCHOLARS ASSISTANCE PROGRAM 2020-2024$126,257500 GREENWICH STREET 3RD FLOORNEW YORKNY10013
VISIONSSERVICES FOR THE BLIND AND VISUALLY IMPAIRED
N/APC#23-21: EXPANSION OF VISIONS SERVICES IN WESTCHESTER COUNTY, ROCKLAND COUNTY AND THE HUDSON VALLEY (RENEWAL GRANT)$175,000500 GREENWICH STREET 3RD FLOORNEW YORKNY10013
VISION FORWARD ASSOCIATION
N/APC#22-08: TECHNOLOGY CREATES POSSIBILITIES: A NATIONAL TRAINING PROGRAM IN ASSISTIVE TECHNOLOGY FOR PROFESSIONALS AND INDIVIDUALS WHO ARE BLIND AND VISUALLY IMPAIRED$98,401912 N HAWLEY RDMILWAUKEEWI53213
THERAPEUTIC SOLUTIONS OUTREACH INC
N/APC#23-34D: LVRS FOUNDATION DEVICE SPONSORSHIP$10,000100 PARKWAY OFFICE CT STE 202CARYNC27518
THE NEW YORK PUBLIC LIBRARY
N/APC#22-06: HEISKELL LIBRARY: TRANSLATING ACCESS PROJECT$129,157270 MADISON AVE 12TH FLOORNEW YORKNY10016
THE FILOMEN M D'AGOSTINO GREENBERG MUSIC SCHOOL
N/APC#23-05: FMDG MUSIC SCHOOL: EDUCATION, PERFORMANCE, AND RESOURCE CENTER$75,0002130 BROADWAY SUITE 1904NEW YORKNY10023
THE CARROLL CENTER FOR THE BLIND
N/APC#21-12: CARROLL INTERNS$73,175770 CENTRE STNEWTONMA024582530
SUCCESS BEYOND SIGHT
N/APC#22-26: NATIONAL TSVI RECRUITMENT ("TRTP") PROJECT$50,0004380 N CAMPBELL AVE STE 200TUCSONAZ85718
ST JOHN'S UNIVERSITY
N/APCSCH2019-11: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$44,601308 MARILLAC HALLQUEENSNY11439
SEVA FOUNDATION
N/APC#22-18: BRINGING COMPREHENSIVE EYE CARE TO SANTA ROSA JAUREGUI THROUGH ONE NEW VISION CENTER$14,0931786 FIFTH STBERKELEYCA94710
SETON HALL UNIVERSITY
N/APCSCH2019-10: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$43,590457 CENTRE STSOUTH ORANGENJ07079
NATIONAL BRAILLE PRESS
N/APC#23-16: THE TOUCH OF GENIUS PRIZE FOR INNOVATION$15,00088 SAINT STEPHEN STBOSTONMA021154302
MOLLOY COLLEGE
N/APCSCH2019-9: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$24,7021000 HEMPSTEAD AVEROCKVILLE CENTRENY11571
GOODWILL VISION ENTERPRISES
N/APC#23-27: PARTNERSHIP MODEL IMPLEMENTATION$217,489422 SOUTH CLINTON AVENUEROCHESTERNY14620
FREEDOM GUIDE DOGS FOR THE BLIND
N/APC#23-03: HOMETOWN TRAINING$150,0001210 HARDSCRABBLE ROADCASSVILLENY13318
FORDHAM UNIVERSITY
N/APCSCH2019-4: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$29,88845 COLUMBUS AVE 8TH FLOORNEW YORKNY10023
DOMINICAN COLLEGE OF BLAUVELT
N/APC#21-19: HYBRID ONLINE LEARNING FOR TEACHERS OF STUDENTS WHO ARE BLIND OR VISUALLY IMPAIRED (TVIS) INCLUDING THOSE WITH MULTIPLE DISABILITIES, IN THE GREATER NEW YORK METROPOLITAN AREA$116,493470 WESTERN HIGHWAYORANGEBURGNY10962
DOMINICAN COLLEGE OF BLAUVELT
N/APCSCH2019-2: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$6,057470 WESTERN HWYORANGEBURGNY10962
CITY ACCESS NEW YORK INC
N/APC#23-02: CAREER DISCOVERY PROJECT$120,7001207 CASTLETON AVENUESTATEN ISLANDNY10310
CHRISTIAN BLIND MISSION INTERNATIONAL INC
N/APC#22-01: HIGH IMPACT SIMULATED OPHTHALMIC SURGICAL TRAINING IN SUB-SAHARAN AFRICA$92,010PO BOX 340WHEATONIL60187
BENETECH
N/APC#21-18: BOOKSHARE IN INDIA: PATHWAYS TO INDEPENDENCE$226,862480 SOUTH CALIFORNIA AVENUE SUITEPALO ALTOCA94306201
AUDIOBOOK MINISTRIES NW
N/APC#23-23D: CHRISTIAN AUDIOBOOKS$8,500109 SW NORMANDY RDSEATTLEWA98166
AMERICAN PRINTING HOUSE FOR THE BLIND
N/APC#22:15: APH CONNECTCENTER$139,6251839 FRANKFORT AVENUELOUISVILLEKY40206
ALPHAPOINTE
N/APC#23-24D: CHAMPIONS OF OPPORTUNITY$3,0007501 PROSPECTKANSAS CITYMO64132
CORE CAREER
N/APC#23-26: CAREER ACCESS FOR BLIND & VISUALLY IMPAIRED PROFESSIONALS$73,1293000 POTOMAC AVENUEALEXANDRIAVA22304
GUIDING EYES FOR THE BLIND
N/APC#23-28: PUPPY RAISING PROGRAM$75,000611 GRANITE SPRING ROADSYORKTOWN HEIGHTSNY10598
HELEN KELLER INTERNATIONAL
N/APC#21-02: SCALING UP DIABETIC RETINOPATHY SERVICES IN BANGLADESH PROGRAM (SDRS III)$196,786ONE DAG HAMMARSKJOLD PLAZA FLOOR 2NEW YORKNY10017
VISIONSPRING
N/APC#22-03: LEARNING GRANT TO ASSESS THE EFFECTIVENESS OF PHARMACIES IN INCREASING EYEGLASSES COVERAGE AMONG GARMENT FACTORY WORKERS IN BANGLADESH$73,920PO BOX 756NEW YORKNY10108
MARYMOUNT MANHATTAN COLLEGE
N/APCSCH2019-8: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$27,110221 E 71ST STNEW YORKNY10021
MARIST COLLEGE
N/APCSCH2019-7: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$18,2583399 NORTH ROADPOUGHKEEPSIENY12601
MANHATTANVILLE COLLEGE
N/APCSCH2019-6: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$14,8802900 PURCHASE STPURCHASENY10577
LUTHERAN BRAILLE WORKERS
N/APC#23-30: PURCHASE EQUIPMENT TO HELP LUTHERAN BRAILLE WORKERS MEET THE INCREASED DEMAND FOR BRAILLE BIBLES WORLDWIDE$220,000PO BOX 5000YUCAIPACA92399
LE MOYNE COLLEGE
N/APCSCH2019-5: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$7,4791419 SALT SPRINGS RDSYRACUSENY13214
LAVELLE SCHOOL FOR THE BLIND
N/APC#23-07: DISCRETIONARY FUNDING FOR MISCELLANEOUS PROJECTS$100,0003830 PAULDING AVENUEBRONXNY10469
LAVELLE SCHOOL FOR THE BLIND
N/APC#23-33D: LAVELLE SCHOOL ADULT PROGRAM EXPLORATION$10,5003830 PAULDING AVENUEBRONXNY10469
LAVELLE SCHOOL FOR THE BLIND
N/APC#23-13D: GALA SUPPORT$5,0003830 PAULDING AVENUEBRONXNY10469
KINGS BAY YM-YWHA
N/APC#23-06: CAMP FOR BLIND AND VISUALLY IMPAIRED YOUTH$50,0003495 NOSTRAND AVENUEBROOKLYNNY11229
HELPING HANDS FOR THE DISABLED OF NYC
N/APC#23-14D: J & A LEND A HAND FUND$3,000PO BOX 9174QUEENSNY11103
HELEN KELLER INTERNATIONAL
N/APC#23-29: NEW JERSEY VISION PROGRAM$250,000ONE DAG HAMMARSKJOLD PLAZA FLOOR 2NEW YORKNY10017
LAVELLE SCHOOL FOR THE BLIND
N/APC#23-32D: LAVELLE SCHOOL TEACHER EXCHANGE PROGRAM$4,5003830 PAULDING AVENUEBRONXNY10469
THE RESEARCH FOUNDATION FOR SUNY (BROCKPORT)
N/ASO III FI#21-15: THE INSTITUTE ON MOVEMENT STUDIES FOR INDIVIDUALS WITH VISUAL IMPAIRMENTS OR DEAF BLINDNESS ALONG WITH CAMP ABILITIES LAVELLE FUND FOR THE BLIND GRANT$110,467350 NEW CAMPUS DRIVEBROCKPORTNY14420
C SARUBBI
N/AILAVELLE LEADERSHIP AWARD$5,000SETON HALL UNIVERSITY 123 METRONUTLEYNJ07110BOULEVARD OFFICE 4100
A ALLEN
N/AILAVELLE LEADERSHIP AWARD$5,000LE MOYNE COLLEGE 1419 SALT SPRINGSSYRACUSENY13214ROAD
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,636,214TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (38 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtAddress Line2RecipientForeignAddress/AddressLine2TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCd
SENSE INTERNATIONAL PERU
JR DANIEL ALCIDES CARRIN NO 202 OF205 SAN BORJALIMAPEN/ANC (ER)#23-09ER: PROMOTING A QUALITY AND INCLUSIVE EDUCATION EXPERIENCE FOR STUDENTS WITH DEAFBLINDNESS IN PERU - PHASE 2.$110,499
C L GUPTA EYE INSTITUTE
RAM GANGA VIHAR PHASE II EXTENSIONMORADABADINN/ANC (ER)#21-29ER: ELIMINATING RURAL AVOIDABLE BLINDNESS BACKLOG DURING COVID19 PANDEMIC IN WESTERN UTTAR PRADESH (INDIA)$123,676
DR SHROFF'S CHARITY EYE HOSPITAL
5027 KEDARNATH ROADDELHIINN/ANC (ER)#23-20ER: ESTABLISHING REGIONAL TRAINING RESOURCE CENTRE FOR ALLIED OPHTHALMIC PARAMEDICS (AOPS)$350,00011002
SEEDLINGS BRAILLE BOOKS FOR CHILDREN
N/APC#23-19: BRAILLE BOOKS FOR CHILDREN WITH VISION LOSS AND TEACHERS OF THE VISUALLY IMPAIRED$59,00014151 FARMINGTON RDLIVONIAMI48154
SALUS UNIVERSITY
N/APC#23-08: PROJECT REACH: A PROFESSIONAL RECRUITMENT MODEL$99,8278360 OLD YORK RDELKINS PARKPA19027
RUTGERS DEPARTMENT OF PSYCHIATRIC REHABILITATION AND COUNSELING PROFESSIONS
N/APC#23-18: EYE2EYE: A PEER SUPPORT PROGRAM FOR INDIVIDUALS AND FAMILIES COPING WITH VISION LOSS$125,000675 HOES LANE WEST 8TH FLPISCATAWAYNJ08854
QUEENS COLLEGE FOUNDATION
N/APC#23-17: NEW YORK DEAFBLIND COLLABORATIVE$158,00065-30 KISSENA BLVD KH325QUEENSNY11367
PERKINS SCHOOL FOR THE BLIND
N/APC#22-24: EVERY CHILD CAN LEARN: SCALING UP SYSTEMIC CHANGE FOR CHILDREN WITH DISABILITIES AND VISUAL IMPAIRMENT IN LATIN AMERICA$678,631175 NORTH BEACON STREETWATERTOWNMA02472
ORBIS INTERNATIONAL
N/APC#22-23: SITAPUR EYE HOSPITAL - ORBIS COMPREHENSIVE CHILDHOOD BLINDNESS PROJECT (PHASE II)$100,56952 VANDERBILT AVE 8TH FLNEW YORKNY10017
RESEARCH FOUNDATION OF CITY UNIVERSITY OF NEW YORK HUNTER COLLEGE
N/APC#22-17: VISION REHABILITATION THERAPY: SUPPORTING GRADUATE PROGRAMS AND PREPARING FOR THE FUTURE OF THE FIELD AT HUNTER COLLEGE$337,398695 PARK AVENUENEW YORKNY10065
SETON HALL UNIVERSITY
N/APCSCH2019-10: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$265,573457 CENTRE STSOUTH ORANGENJ07079
VISIONSSERVICES FOR THE BLIND AND VISUALLY IMPAIRED
N/APC#23-21: EXPANSION OF VISIONS SERVICES IN WESTCHESTER COUNTY, ROCKLAND COUNTY AND THE HUDSON VALLEY (RENEWAL GRANT)$125,000500 GREENWICH STREET 3RD FLOORNEW YORKNY10013
THE FILOMEN M D'AGOSTINO GREENBERG MUSIC SCHOOL
N/APC#23-05: FMDG MUSIC SCHOOL: EDUCATION, PERFORMANCE, AND RESOURCE CENTER$75,0002130 BROADWAY SUITE 1904NEW YORKNY10023
SUCCESS BEYOND SIGHT
N/APC#22-26: NATIONAL TSVI RECRUITMENT ("TRTP") PROJECT$100,0004380 N CAMPBELL AVE STE 200TUCSONAZ85718
ST THOMAS AQUINAS COLLEGE
N/APCSCH2019-12: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$150,000125 ROUTE 340SPARKILLNY10976
ST JOHN'S UNIVERSITY
N/APCSCH2019-11: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$166,838308 MARILLAC HALLQUEENSNY11439
SEVA FOUNDATION
N/APC#22-18: BRINGING COMPREHENSIVE EYE CARE TO SANTA ROSA JAUREGUI THROUGH ONE NEW VISION CENTER$13,4921786 FIFTH STBERKELEYCA94710
NATIONAL FEDERATION OF THE BLIND
N/APC#23-31: INDIVIDUALIZED EDUCATION PLAN (IEP) BOOT CAMP$53,2731800 JOHNSON STBALTIMOREMD21230
SEVA FOUNDATION
N/APC#23-10: ESTABLISHING A WORLD-CLASS EYE CARE TRAINING AND LEARNING CENTER IN GUATEMALA$639,6721786 FIFTH STBERKELEYCA94710
MOLLOY COLLEGE
N/APCSCH2019-9: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$116,6961000 HEMPSTEAD AVEROCKVILLE CENTRENY11571
FORDHAM UNIVERSITY
N/APCSCH2019-4: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$150,62045 COLUMBUS AVE 8TH FLOORNEW YORKNY10023
FAIRFIELD UNIVERSITY
N/APCSCH2019-3: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$226,9341073 N BENSON RDFAIRFIELDCT06824
DOMINICAN COLLEGE OF BLAUVELT
N/APCSCH2019-2: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$228,230470 WESTERN HWYORANGEBURGNY10962
DOMINICAN COLLEGE OF BLAUVELT
N/APC#21-19: HYBRID ONLINE LEARNING FOR TEACHERS OF STUDENTS WHO ARE BLIND OR VISUALLY IMPAIRED (TVIS) INCLUDING THOSE WITH MULTIPLE DISABILITIES, IN THE GREATER NEW YORK METROPOLITAN AREA$242,922470 WESTERN HIGHWAYORANGEBURGNY10962
GOODWILL VISION ENTERPRISES
N/APC#23-27: PARTNERSHIP MODEL IMPLEMENTATION$63,693422 SOUTH CLINTON AVENUEROCHESTERNY14620
CORE CAREER
N/APC#23-26: CAREER ACCESS FOR BLIND & VISUALLY IMPAIRED PROFESSIONALS$76,8713000 POTOMAC AVENUEALEXANDRIAVA22304
CITY ACCESS NEW YORK INC
N/APC#23-02: CAREER DISCOVERY PROJECT$210,0001207 CASTLETON AVENUESTATEN ISLANDNY10310
CHRISTIAN BLIND MISSION INTERNATIONAL INC
N/APC#22-01: HIGH IMPACT SIMULATED OPHTHALMIC SURGICAL TRAINING IN SUB-SAHARAN AFRICA$102,317PO BOX 340WHEATONIL60187
CANISIUS COLLEGE
N/APCSCH2019-1: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$129,8102001 MAIN STREETBUFFALONY14208
NATIONAL BRAILLE PRESS
N/APC#23-16: THE TOUCH OF GENIUS PRIZE FOR INNOVATION$30,00088 SAINT STEPHEN STBOSTONMA021154302
MARYMOUNT MANHATTAN COLLEGE
N/APCSCH2019-8: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$104,521221 E 71ST STNEW YORKNY10021
MARIST COLLEGE
N/APCSCH2019-7: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$215,1133399 NORTH ROADPOUGHKEEPSIENY12601
MANHATTANVILLE COLLEGE
N/APCSCH2019-6: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$427,5032900 PURCHASE STPURCHASENY10577
LE MOYNE COLLEGE
N/APCSCH2019-5: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$138,6851419 SALT SPRINGS RDSYRACUSENY13214
GUIDING EYES FOR THE BLIND
N/APC#23-28: PUPPY RAISING PROGRAM$75,000611 GRANITE SPRING ROADSYORKTOWN HEIGHTSNY10598
KINGS BAY YM-YWHA
N/APC#23-06: CAMP FOR BLIND AND VISUALLY IMPAIRED YOUTH$75,0003495 NOSTRAND AVENUEBROOKLYNNY11229
HELEN KELLER INTERNATIONAL
N/APC#23-29: NEW JERSEY VISION PROGRAM$500,000ONE DAG HAMMARSKJOLD PLAZA FLOOR 2NEW YORKNY10017
VISIONSPRING
N/APC#22-03: LEARNING GRANT TO ASSESS THE EFFECTIVENESS OF PHARMACIES IN INCREASING EYEGLASSES COVERAGE AMONG GARMENT FACTORY WORKERS IN BANGLADESH$39,900PO BOX 756NEW YORKNY10108
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$6,885,263TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,289,609ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,532,772ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescRETURNED GRANTSDesc
Related Or Exempt Function Incm$19,290RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,822,381ExclusionAmt
Related Or Exempt Function Incm$19,290RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,841,671TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ALineNumberTxt
Relationship StatementRETURNED GRANTS USED IN FURTHERANCE OF THE FUND'S EXEMPT PURPOSE.RelationshipStatementTxt

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)
CategoryCONDON O'MEARA MCGINTY & DONNELLY LLP - AUDIT & TAX SERVICESCategoryTxt
Amt$31,761Amt
Net Investment Income$20,645NetInvestmentIncomeAmt
Disbursements Charitable Prps$11,116DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxtAddress Line2ForeignAddress/AddressLine2Txt
DR SHROFF'S CHARITY EYE HOSPITAL
5027 KEDARNATH ROADDARYAGANJNEW DELHIIN1100022023-07-26$500,000FOR CONTINUED SUPPORT OF THE ALLIED OPHTHALMIC PARAMEDICS (AOP) TRAINING PROGRAM AND THE ESTABLISHMENT OF A REGIONAL TRAINING RESOURCE CENTER FOR AOPS. NOTE: THIS IS A MULTI-YEAR GRANT APPROVED FOR $500,000 OF WHICH THE LAVELLE FUND FOR THE BLIND, INC. HAS PAID $150,000 IN 2023. THE LAVELLE FUND IS MONITORING THE GRANT CAREFULLY TO ENSURE THAT MONIES ARE SPENT AS PLANNED. THE REMAINING FUTURE COMMITMENT ON THIS GRANT IS $350,000.$0TO KNOWLEDGE OF THE FUND, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE.YEAR-1 REPORT NOT YET DUE.THE LAVELLE FUND HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN.
FUNDACION GUATEMALTECA PARA NINOS CON SORDOCEGUERA ALEX (FUNDAL)
1A CALLE Y CARRETERA INTERAMERICANAGUATEMALA CITYGUATEMALA CITYGT010572021-12-02$399,000TO SUPPORT THE "FORGING PATHS TOWARDS INCLUSION AND SUSTAINABILITY" PROJECT. NOTE: THIS IS A MULTI-YEAR GRANT APPROVED FOR $399,000 OF WHICH THE LAVELLE FUND FOR THE BLIND, INC. HAS PAID $131,000 IN 2023, $133,000 IN 2022 AND $135,000 IN 2021. THE LAVELLE FUND IS MONITORING THE GRANT CAREFULLY TO ENSURE THAT MONIES ARE SPENT AS PLANNED. THERE ARE NO REMAINING FUTURE COMMITMENTS ON THIS GRANT.$238,266TO KNOWLEDGE OF THE FUND, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE.11/27/22, 10/30/23THE LAVELLE FUND HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN.0-20 ZONA 1 D
FUNDACION GUATEMALTECA PARA NINOS CON SORDOCEGUERA ALEX (FUNDAL)
1A CALLE Y CARRETERA INTERAMERICANAGUATEMALA CITYGUATEMALA CITYGT010572023-05-01$10,000FOR TRAVEL FUNDS TO THE SCALING UP CEO SUMMIT AND FUNDRAISING ACTIVITIES. NOTE: THIS IS A ONE-YEAR GRANT APPROVED FOR $10,000 WHICH WAS PAID IN 2023. THE LAVELLE FUND IS MONITORING THE GRANT CAREFULLY TO ENSURE THAT MONIES ARE SPENT AS PLANNED. THERE ARE NO REMAINING FUTURE COMMITMENTS ON THIS GRANT.$0TO KNOWLEDGE OF THE FUND, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE.FINAL REPORT NOT YET DUE.NOT APPLICABLE AS THE GRANTEE HAS NOT YET SUBMITTED ANY PROGRESS REPORTS.0-20 ZONA 1 D
CL GUPTA EYE INSTITUTE
RAM GANGA VIHAR PHASE II EXTENSIONMORADABADIN2440012021-12-07$368,196TO SUPPORT THE "ELIMINATE RURAL AVOIDABLE BLINDNESS BACKLOG DURING COVID-19 PANDEMIC IN WESTERN UTTAR PRADESH, INDIA" PROJECT. NOTE: THIS IS A MULTI-YEAR GRANT APPROVED FOR $368,196 OF WHICH THE LAVELLE FUND FOR THE BLIND, INC. HAS PAID $121,054 IN 2023 AND $123,466 IN 2021. THE LAVELLE FUND IS MONITORING THE GRANT CAREFULLY TO ENSURE THAT MONIES ARE SPENT AS PLANNED. THE REMAINING FUTURE COMMITMENT ON THIS GRANT IS $123,676.$166,458TO KNOWLEDGE OF THE FUND, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE.12/14/22, 11/8/23THE LAVELLE FUND HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN.
SENSE INTERNATIONAL PER
JR DANIEL ALCIDES CARRIN NO 202 OFLIMALIMAPE0412023-04-26$153,685TO BE USED TO PROMOTE QUALITY AND INCLUSIVE EDUCATION EXPERIENCE FOR STUDENTS WITH DEAF BLINDNESS IN PERU (PHASE 2). NOTE: THIS IS A MULTI-YEAR GRANT APPROVED FOR $153,685 OF WHICH THE LAVELLE FUND FOR THE BLIND, INC. HAS PAID $43,186 IN 2023. THE LAVELLE FUND IS MONITORING THE GRANT CAREFULLY TO ENSURE THAT MONIES ARE SPENT AS PLANNED. THE REMAINING FUTURE COMMITMENT ON THIS GRANT IS $110,499.$27,650TO KNOWLEDGE OF THE FUND, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE.1/30/24THE LAVELLE FUND HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN.205 SAN BORJA
SENSE INTERNATIONAL PER
JR DANIEL ALCIDES CARRIN NO 202 OFLIMALIMAPE0412021-03-26$69,566TO BE USED TO PROMOTE QUALITY AND INCLUSIVE EDUCATION EXPERIENCE FOR STUDENTS WITH DEAF BLINDNESS IN PERU. NOTE: THIS IS A MULTI-YEAR GRANT APPROVED FOR $69,566 OF WHICH THE LAVELLE FUND FOR THE BLIND, INC. HAS PAID $45,683 IN 2022 AND $23,883 IN 2021. THE LAVELLE FUND IS MONITORING THE GRANT CAREFULLY TO ENSURE THAT MONIES ARE SPENT AS PLANNED. THERE ARE NO REMAINING FUTURE COMMITMENTS ON THIS GRANT.$69,566TO KNOWLEDGE OF THE FUND, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE.3/01/22, 3/15/23THE LAVELLE FUND HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN.205 SAN BORJA

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBROOKFIELD FIN INCBondNm
EOY Book Value$49,793EOYBookValueAmt
EOYFMV$49,793EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EXPLORER FUND ADMIRAL$2,673,548$2,673,548
US GROWTH FUND ADMIRAL$5,438,497$5,438,497
EXTENDED MKT INDEX INST$5,492,723$5,492,723
TOT INTL BOND IX INSTITL$7,688,144$7,688,144
EQUITY INCOME FUND ADM$5,401,957$5,401,957
CORE BOND FUND ADMIRAL$8,951,840$8,951,840
TOTAL BOND MKT INDEX INST$9,207,808$9,207,808
SMALL-CAP VALUE IDX INST$7,093,477$7,093,477
TOT INTL STOCK IX INST$10,916,402$10,916,402
INTERNATIONAL GROWTH ADM$15,514,572$15,514,572
INTERNATIONAL VALUE FUND$16,085,039$16,085,039
PRIMECAP CORE FUND$13,811,525$13,811,525
INST INDEX FUND INST$25,167,152$25,167,152

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLAWYERS ALLIANCE FOR NEW YORKCategoryTxt
Legal Fees$1,225LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,225DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TELEPHONE$1,760$88$1,672
OFFICE SUPPLIES$1,385$69$1,316
COMPUTER AND TECHNOLOGY EXPENSES$32,462$1,623$30,839
BUSINESS INSURANCE$4,259$0$4,259
POSTAGE AND DELIVERY$308$16$292
FILING FEES$1,534$0$1,534
OTHER$6,336$0$6,336
DUES AND SUBSCRIPTIONS$17,057$0$17,057
PROFESSIONAL DEVELOPMENT$380$0$380

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescRETURNED GRANTSDesc
Revenue And Expenses Per Books$19,290RevenueAndExpensesPerBooksAmt
Adjusted Net Income$19,290AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED VALUE OF INVESTMENTSDesc
Amt$16,039,893Amt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAVELLE SCHOOL FOR THE BLINDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Insider RelationshipNONEInsiderRelationshipTxt
Loan Original$332,000LoanOriginalAmt
Balance Due$0BalanceDueAmt
Note2021-07NoteDt
Loan Maturity2023-07LoanMaturityDt
Repayment TermsALL PRINCIPAL AND INTEREST DUE 7/31/21RepaymentTermsTxt
Interest0.000000000000InterestRt
Security Provided BorrowerNONESecurityProvidedBorrowerTxt
Loan PurposeSCHOOL'S GENERAL CORPORATE PURPOSES OR OPERATING EXPENSESLoanPurposeTxt
Lender ConsiderationNOT APPLICABLELenderConsiderationDesc
Consideration FMV$0ConsiderationFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$0$0$0
- VANGUARD$152,094$152,094$0
CONSULTING FEES$0$0$0
- WEBSITE SERVICES$1,044$0$1,044
OTHER PROFESSIONAL FEES$6,661$0$6,661

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXESCategoryTxt
Amt$50,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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