NETTER FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NETTER FOUNDATION INC (EIN 13-6176542)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202401359349100425
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T07:10:30-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112950263 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOFLER & CO CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MERRICK ROAD SUITE 210E | AddressLine1Txt |
| City | ROCKVILLE CENTRE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115704881 | 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 | 136176542 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NETTER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NETT | BusinessNameControlTxt |
| Phone | 9142712802 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 WOODS LANE | AddressLine1Txt |
| City | BOYNTON BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33436 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALFRED NETTER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 9142712802 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALFRED | PersonFirstNm |
| Person Last | NETTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | TANYA LEE BEHNKE | PreparerPersonNm |
| PTIN | P01363544 | PTIN |
| Phone | 5165360300 | PhoneNum |
| Preparation | 2024-05-10 | PreparationDt |
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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,455,353 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $157,307 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $157,307 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $83,720 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $231,550 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $83,720 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $241,034 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $241,034 | 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 |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $54,959 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,959 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,789 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,778 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,159 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $251,135 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $251,135 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $311,913 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,159 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $253,935 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$70,879 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $184,875 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,078 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,630 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,630 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,268,473 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,160,938 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,791,507 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,744,056 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,757,160 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,628,216 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,024,607 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,953,728 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,455,353 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,900,456 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,900,456 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $124,151 | RetainedEarningBOYAmt |
| Retained Earning EOY | $53,272 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,024,607 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,953,728 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,024,607 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,953,728 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,024,607 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$70,879 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,953,728 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,953,728 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF | P | 2013-11-27 | 2023-05-16 | $44,494 | $38,896 | $5,598 | $5,598 |
| ISHARES S&P 500 GROWTH ETF | P | 2013-11-27 | 2023-09-22 | $66,029 | $22,925 | $43,104 | $43,104 |
| ISHARES S&P 500 VALUE ETF | P | 2013-11-27 | 2023-02-21 | $25,075 | $13,901 | $11,174 | $11,174 |
| ISHARES S&P 500 VALUE ETF | P | 2013-11-27 | 2023-11-30 | $55,952 | $28,645 | $27,307 | $27,307 |
| PIMCO INCOME FUND CLASS 12 | P | 2013-11-27 | 2023-02-21 | $20,000 | $21,602 | -$1,602 | -$1,602 |
| PIMCO INCOME FUND CLASS 12 | P | 2013-11-27 | 2023-11-02 | $20,000 | $21,861 | -$1,861 | -$1,861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $83,720 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,570 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,570 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,570 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | 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 | $2,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $170 | 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 | KOFLER CO PC | IndividualWithBooksNm |
| Phone | 5165360300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MERRICK RD | AddressLine1Txt |
| City | ROCKVILLE CENTRE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115704881 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2022 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | 0 | UndistrIncmSect4942a2NotAppInd |
| Undistr Incm Sect4942a2 App Yr1 | 2022 | UndistrIncmSect4942a2AppYr1Yr |
| 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 Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RONALD NETTER | ||||||||||||
| LANDSTRASSE 185 | KLOSTERS ,CH | SZ | 7250 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 | ||||
| ALFRED NETTER | ||||||||||||
| SECRETARY | 0.00 | $0 | $0 | $0 | 29 WOODS LANE | BOYNTON BEACH | FL | 33436 | ||||
| NADINE NETTER LEVY | ||||||||||||
| VICE PRESIDENT | 0.00 | $0 | $0 | $0 | 100 WORTH AVE APT 118 | PALM BEACH | FL | 33480 | ||||
| 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 | $5,200,571 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,025 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,214,596 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,214,596 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,219 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,136,377 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $256,819 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $256,819 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,570 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,570 | TotalTaxAmt |
| Distributable Before Adj | $254,249 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $254,249 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $254,249 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $253,935 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $253,935 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $254,249 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $255,345 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $253,935 | QualifyingDistributionsAmt |
| Applied To Year1 | $253,935 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $1,410 | Taxable2Amt |
| Undistributed Income CY | $254,249 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1898 FOUNDATION INC | ||||||||
| PO BOX 248 | PURCHASE | NY | 105770248 | NONE | NONE | CHARITY | $500 | |
| AM SHALOM | ||||||||
| 840 VERNON AVE | GLENCOE | IL | 600221560 | NONE | NONE | CHARITY | $300 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||
| 20 W 36TH STREET SUITE 1100 | NEW YORK | NY | 10018 | NONE | NONE | CHARITY | $2,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||
| 220 E 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | NONE | NONE | CHARITY | $1,000 | |
| AVALOCH FARM MUSIC RETREAT INC | ||||||||
| 16 HARDY LANE | BOSCAWEN | NH | 033032901 | NONE | NONE | CHARITY | $3,000 | |
| BIRTHRIGHT ISRAEL | ||||||||
| 33 E 33RD STREET | NEW YORK | NY | 10016 | NONE | NONE | CHARITY - PRIOR YEAR CONTRIBUTION RETURNED | -$1,000 | |
| CARNEGIE HALL | ||||||||
| 881 7TH AVE | NEW YORK | NY | 10019 | NONE | NONE | CHARITY | $2,000 | |
| CHABAD OF BEDFORD INC | ||||||||
| 220 S BEDFORD ROAD | MOUNT KISCO | NY | 105494955 | NONE | NONE | CHARITY | $1,250 | |
| CHICAGO BOTANIC GARDEN | ||||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 600221168 | NONE | NONE | CHARITY | $300 | |
| CHILDREN'S FOUNDATION OF PALM BEACH COUNTY | ||||||||
| PO BOX 4551 | WEST PALM BEACH | FL | 33402 | NONE | NONE | CHARITY | $250 | |
| CHILDRENS CENTER OF HAMDEN | ||||||||
| 1400 WHITNEY AVE | HAMDEN | CT | 06517 | NONE | NONE | CHARITY | $3,000 | |
| COLUMBIA UNIVERSITY | ||||||||
| 615 W 131ST ST MC 8741 | NEW YORK | NY | 10027 | NONE | NONE | CHARITY | $100 | |
| COMMUNITY CENTER OF NORTHERN WESTCHESTER INC | ||||||||
| 84 BEDFORD RD | KATONAH | NY | 105362102 | NONE | NONE | CHARITY | $350 | |
| COMMUNITY FOUNDATION | ||||||||
| 70 AUDOBON ST | NEW HAVEN | CT | 06510 | NONE | NONE | CHARITY | $5,000 | |
| CROSSPOINTE ELEMENTARY SCHOOL | ||||||||
| 3015 S CONGRESS AVE | BOYNTON BEACH | FL | 33426 | NONE | NONE | CHARITY | $3,000 | |
| DENAN PROJECT | ||||||||
| PO BOX 543 | WOODBURY | CT | 06798 | NONE | NONE | CHARITY | $1,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVE | NEW YORK | NY | 10001 | NONE | NONE | CHARITY | $1,000 | |
| DOROT PROJECT | ||||||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | NONE | NONE | CHARITY | $500 | |
| EAST COOPER MONTESSORI CHARTER SCHOOL | ||||||||
| 1120 RIFLE RANGE ROAD | MT PLEASANT | SC | 294644229 | NONE | NONE | CHARITY | $500 | |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | ||||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | NONE | NONE | CHARITY | $500 | |
| FCFC | ||||||||
| 227 EAST GRAND AVE | NEW HAVEN | CT | 06513 | NONE | NONE | CHARITY | $13,000 | |
| FEEDING WESTCHESTER | ||||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | NONE | NONE | CHARITY | $4,000 | |
| FELLOWSHIP PLACE | ||||||||
| 441 ELM STREET | NEW HAVEN | CT | 06511 | NONE | NONE | CHARITY | $7,000 | |
| FRIENDS CENTER FOR CHILDREN INC | ||||||||
| 225 E GRAND AVENUE | NEW HAVEN | CT | 065134102 | NONE | NONE | CHARITY | $500 | |
| FRIENDS COMMITTEE ON NATIONAL LEGISLATION | ||||||||
| 245 2ND STREET NE | WASHINGTON | DC | 20002 | NONE | NONE | CHARITY | $15,000 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | NONE | NONE | CHARITY | $3,000 | |
| GLENCOE PTO | ||||||||
| PO BOX 243 | GLENCOR | IL | 600220243 | NONE | NONE | CHARITY | $600 | |
| GRATITUDE GENERATION INC | ||||||||
| 815 ROSEMARY TER | DEERFIELD | IL | 600153201 | NONE | NONE | CHARITY | $200 | |
| GUIDANCE CENTER FOR WESTCHESTER | ||||||||
| 256 WASHINGTON ST | MOUNT VERNON | NY | 10553 | NONE | NONE | CHARITY | $5,000 | |
| HAROLD GRINSPOON FOUNDATION | ||||||||
| 67 HUNT ST | ADAWAM | MA | 010011920 | NONE | NONE | CHARITY | $500 | |
| HEROES FOUNDATION OF AMERICA INC | ||||||||
| PO BOX 31863 | PALM BEACH GARDENS | FL | 33420 | NONE | NONE | CHARITY | $2,000 | |
| ICE THEATRE | ||||||||
| 62 CHELSEA PIER STE 308 | NEW YORK | NY | 10011 | NONE | NONE | CHARITY | $500 | |
| JEWISH FAMILY SERVICES OF NORTHEASTERN NEW YORK | ||||||||
| 184 WASHINGTON AVENUE | ALBANY | NY | 12203 | NONE | NONE | CHARITY | $500 | |
| JEWISH NATIONAL FUND | ||||||||
| 42 E 69TH STREET | NEW YORK | NY | 10021 | NONE | NONE | CHARITY | $3,000 | |
| LAKE WACCABUC ASSOCIATION | ||||||||
| PO BOX 241 | SOUTH SALEM | NY | 10590 | NONE | NONE | CHARITY | $7,500 | |
| LOWCOUNTRY FOOD BANK | ||||||||
| 2864 AZALEA DRIVE | CHARLESTON | SC | 29405 | NONE | NONE | CHARITY | $500 | |
| LYMPHOMA RESEARCH FOUNDATION | ||||||||
| 115 BROADWAY STE 1301 | NEW YORK | NY | 10006 | NONE | NONE | CHARITY | $2,000 | |
| MUSIC HEALS US | ||||||||
| 900 RIVERSIDE DRIVE APT 6B | NEW YORK | NY | 10032 | NONE | NONE | CHARITY - PRIOR YEAR CONTRIBUTION RETURNED | -$4,000 | |
| NATIONAL WOMEN'S TENNIS ASSOCIATION | ||||||||
| 7200 SOUTH KARRINGTON DR | FRANKLIN | WI | 53132 | NONE | NONE | CHARITY | $9,000 | |
| NEW HAVEN FRIENDS MEETING | ||||||||
| 223 E GRAND AVE | NEW HAVEN | CT | 06513 | NONE | NONE | CHARITY | $5,000 | |
| NEW HAVEN READS | ||||||||
| 45 BRISTOL STREET | NEW HAVEN | CT | 06511 | NONE | NONE | CHARITY | $6,500 | |
| NEW HYTES INC | ||||||||
| 61 GOULD LN | BRANFORD | CT | 064056124 | NONE | NONE | CHARITY | $10,000 | |
| NEW YORK PUBLIC RADIO | ||||||||
| 160 VARICK ST 8TH FL | NEW YORK | NY | 10013 | NONE | NONE | CHARITY | $2,500 | |
| NY PHILHARMONIC | ||||||||
| 10 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | NONE | NONE | CHARITY | $3,000 | |
| OSBORNE ASSOCIATION INC | ||||||||
| 809 WESTCHESTER AVE | BRONX | NY | 104551704 | NONE | NONE | CHARITY | $1,000 | |
| PALM BEACH ISLAND CATS INC | ||||||||
| 1480 VIA MANANA | PALM BEACH | FL | 33480 | NONE | NONE | CHARITY | $350 | |
| PALM BEACH ORTHODOX SYNAGOGUE INC | ||||||||
| 120 N COUNTY ROAD | PALM BEACH | FL | 334803917 | NONE | NONE | CHARITY | $360 | |
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | NONE | CHARITY | $2,500 | |
| POWERPLAY NYC INC | ||||||||
| 4 WEST 43RD STREET - 313 | NEW YORK | NY | 100367408 | NONE | NONE | CHARITY | $1,000 | |
| RAVINIA FESTIVAL | ||||||||
| 418 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | NONE | NONE | CHARITY | $400 | |
| SEAFORD VIKINGS BOOSTER CLUB INC | ||||||||
| 3415 WALTERS AVE | WANTAGH | NY | 117934248 | NONE | NONE | CHARITY | $15,000 | |
| SECOND HARVEST OF SILICON VALLEY | ||||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | NONE | NONE | CHARITY | $2,000 | |
| SELFHELP | ||||||||
| 520 EIGHTH AVE | NEW YORK | NY | 10018 | NONE | NONE | CHARITY | $63,250 | |
| SOUTH CAROLINA AQUARIUM | ||||||||
| 10 WHARFSIDE STREET | CHARLESTON | SC | 29401 | NONE | NONE | CHARITY | $500 | |
| STEM CELLS SAVE LIVES | ||||||||
| 487 E MAIN ST | MOUNT KISCO | NY | 10549 | NONE | NONE | CHARITY | $2,500 | |
| THE ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | NONE | CHARITY | $2,000 | |
| THE ARMORY ART CENTER INC | ||||||||
| 811 PARK PLACE | WEST PALM BEACH | FL | 334017214 | NONE | NONE | CHARITY | $175 | |
| UJA NEW YORK | ||||||||
| 701 WESTCHESTER AVE STE 203E | WHITE PLAINS | NY | 10604 | NONE | NONE | CHARITY | $2,000 | |
| UNITED WAY | ||||||||
| 701 N FAIRFAX STREET | ALEXANDRIA | VA | 22314 | NONE | NONE | CHARITY | $15,000 | |
| VITA NOVA INC | ||||||||
| 2724 N AUSTRALIAN AVE | WEST PALM BEACH | FL | 334074501 | NONE | NONE | CHARITY | $10,000 | |
| WELLESLEY ATHLETICS | ||||||||
| KEOHANE SPORTS CENTER WELLESLEY | WELLESLEY | MA | 02481 | NONE | NONE | CHARITY | $5,000 | COLLEGE |
| WESTCHESTER COMMUNITY COLLEGE FOUNDATION INC | ||||||||
| 75 GRASSLANDS RD | VALHALLA | NY | 105951550 | NONE | NONE | CHARITY | $1,000 | |
| WILBUR CROSS HIGH SCHOOL | ||||||||
| 181 MITCHELL DR | NEW HAVEN | CT | 06511 | NONE | NONE | CHARITY | $250 | |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | NONE | NONE | CHARITY | $500 | |
| WOMEN'S SPORTS FOUNDATION | ||||||||
| 247 W 30TH ST 5TH FL | NEW YORK | NY | 10001 | NONE | NONE | CHARITY | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $251,135 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $157,307 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $83,720 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $241,034 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $241,034 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,800 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | TAX YEAR ENDING 12/31/2021PURSUANT TO CODE 4942(H)(2) AND REG 53.4942(A)-3(D)(2), THE FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS OF $12,996 AS APPLIED TO PRIOR YEARS. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD SHORT TERM CORPORATE BD ETF | $721,673 | $695,169 |
| PIMCO INCOME FUND | $1,035,487 | $933,047 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES S&P 500 VALUE ETF | $438,521 | $905,097 |
| ISHARES S&P 500 GROWTH ETF | $285,625 | $888,884 |
| ISHARES TRUST S&P MIDCAP 400 VALUE ETF | $153,531 | $307,224 |
| ISHARES CORE MSCI EAFE ETF | $916,210 | $1,077,129 |
| VANGUARD REIT ETF | $166,626 | $260,397 |
| VANGUARD TOTAL WORLD STK INDEX | $200,425 | $352,776 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $17 | $0 | $0 |
| LOAN INTEREST | $13 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $54,959 | Amt |
| Net Investment Income | $54,959 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS DEPT OF LAW | $250 | $0 | $0 |
| EXCISE TAX | $1,539 | $0 | $0 |
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