DANIEL J & EDITH A EHRLICH FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DANIEL J & EDITH A EHRLICH FAMILY FOUNDATION (EIN 13-3977042)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202411369349104591
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T16:31:56-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133791592 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERELSON WEINER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 PARK AVENUE 2ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101710002 | 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 | 133977042 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL J AND EDITH A EHRLICH | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANI | BusinessNameControlTxt |
| Phone | 2125340732 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 GRACIE TERRACE 11A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER RIMMER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5166723682 | PhoneNum |
| Signature | 2024-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JENNIFER | PersonFirstNm |
| Person Last | RIMMER | 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 | JAY SCHEIDLINGER CPA | PreparerPersonNm |
| PTIN | P00083421 | PTIN |
| Phone | 2126053100 | PhoneNum |
| Preparation | 2024-05-08 | 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 | $1,524,332 | 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 | $3,906 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,906 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,979 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,856 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $98,313 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $125,419 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $98,313 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $126,198 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,075 | 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 |
| Taxes Rev And Expnss | $4,333 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $770 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,333 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $770 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $145,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $145,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $149,333 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $770 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $145,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,135 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $138,305 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $66,617 | CashBOYAmt |
| Cash EOY | $70,588 | CashEOYAmt |
| Cash EOYFMV | $70,588 | CashEOYFMVAmt |
| Corporate Stock BOY | $275,736 | CorporateStockBOYAmt |
| Corporate Stock EOY | $248,630 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,049,906 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $429,819 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $429,819 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $403,838 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $772,172 | TotalAssetsBOYAmt |
| Total Assets EOY | $749,037 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,524,332 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $772,172 | RetainedEarningBOYAmt |
| Retained Earning EOY | $749,037 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $772,172 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $749,037 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $772,172 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $749,037 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $772,172 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,135 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $749,037 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $749,037 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $125,419 | GrossSalesPriceAmt |
| Cost Or Other Basis | $27,106 | CostOrOtherBasisAmt |
| Gain Or Loss | $98,313 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $98,313 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $98,313 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,922 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,922 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,922 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,040 | 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 | $2,040 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $20 | EsPenaltyAmt |
| Overpayment | $98 | OverpaymentAmt |
| Applied To ES Tax | $98 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JENNIFER RIMMER | IndividualWithBooksNm |
| Phone | 5166723682 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE GRACIE TERRACE APT 11A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JENNIFER RIMMER | ||||||||
| ONE GRACIE TERRACE APT 11A | NEW YORK | NY | 10028 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| NINA EHRLICH-FOLEY | ||||||||
| 54 SEA CLIFF AVENUE | SEA CLIFF | NY | 11579 | TRUSTEE | 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 | $1,538,837 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,487 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,614,324 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,614,324 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,215 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,590,109 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,505 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,505 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,922 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,922 | TotalTaxAmt |
| Distributable Before Adj | $77,583 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,583 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,583 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $145,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $145,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,583 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $142,660 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $202,776 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $143,377 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,328 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $88,412 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $595,553 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $145,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,583 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $67,417 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $662,970 | 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 | $142,660 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $520,310 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $202,776 | ExcessFromYear4Amt |
| Excess From Year3 | $143,377 | ExcessFromYear3Amt |
| Excess From Year2 | $18,328 | ExcessFromYear2Amt |
| Excess From Year1 | $88,412 | ExcessFromYear1Amt |
| Excess From Current Year | $67,417 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JENNIFER RIMMER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE GRACIE TERRACE APT 11A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5166723682 | RecipientPhoneNum |
| Form And Info And Materials | LETTER WITH EXPLANATION OF ORGANIZATION'S FUNCTION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||
| 60 EAST 42ND STREET SUITE 2240 | NEW YORK | NY | 10165 | PUBLIC CHARITY | TO HELP FAMILIES, CAREGIVER, HEALTH CARE PROFESSIONALS, AND THOSE LIVING WITH THE DISEASE IN THE FIVE BOROUGHS | $6,250 |
| AMERICAN CIVIL LIBERTIES UNION | ||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | PUBLIC CHARITY | TO DEFEND AND PRESERVE THE INDIVIDUAL RIGHTS AND LIBERTIES GUARANTEED BY THE CONSTITUTION AND LAWS OF THE UNITED STATES. | $2,800 |
| ANIMAL MEDICAL CENTER | ||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | PUBLIC CHARITY | TO PROVIDE COMPASSIONATE AND COLLABORATIVE CARE TO ANIMALS AND TO LEADING THE ADVANCEMENT OF VETERINARY MEDICINE THROUGH INNOVATIVE CLINICAL RESEARCH AND EDUCATION. | $2,000 |
| ANIMAL WELFARE INSTITUTE | ||||||
| 900 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | PUBLIC CHARITY | TO ALLEVIATE THE SUFFERING INFLICTED ON ANIMALS BY HUMANS. | $2,000 |
| ANTI - DEFAMATION LEAGUE | ||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | PUBLIC CHARITY | TO STOP THE DEFAMATION OF THE JEWISH PEOPLE, AND TO SECURE JUSTICE AND FAIR TREATMENT TO ALL. | $2,800 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | ||||||
| 840 FIRST STREET | WASHINGTON | DC | 20002 | PUBLIC CHARITY | TO CREATE A SAFER AMERICA BY CUTTING GUN DEATHS IN HALF BY 2025. | $6,250 |
| ENVIRONMENTAL DEFENSE FUND | ||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | PUBLIC CHARITY | ENVIRONMENTAL ADVOCACY USING SCIENCE ECONOMICS AND LAW | $2,750 |
| EQUAL JUSTICE INITIATIVE | ||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | PUBLIC CHARITY | TO END MASS INCARCERATION AND EXCESSIVE PUNISHMENT IN THE UNITED STATES, TO CHALLENGING RACIAL AND ECONOMIC INJUSTICE, AND TO PROTECTING BASIC HUMAN RIGHTS FOR THE MOST VULNERABLE PEOPLE IN AMERICAN SOCIETY. | $18,750 |
| HENRY STREET SETTLEMENT | ||||||
| 265 HENRY STREET | NEW YORK | NY | 10002 | PUBLIC CHARITY | HENRY STREET SETTLEMENT OPENS DOORS OF OPPORTUNITY FOR LOWER EAST SIDE RESIDENTS AND OTHER NEW YORKERS THROUGH SOCIAL SERVICES, ARTS, AND HEALTH CARE PROGRAMS. | $3,000 |
| HIAS INC | ||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | PUBLIC CHARITY | TO HELP REFUGEES AROUND THE WORLD REBUILD THEIR LIVES IN SAFETY AND DIGNITY | $2,800 |
| HUNKS AND HUNNIES | ||||||
| 22 MOLLYS WAY | SALT POINT | NY | 12578 | PUBLIC CHARITY | TO ENHANCE THE HUMAN EXPERIENCE FOR THOSE WHO WISH TO LOOK AND FEEL THEIR BEST. | $2,150 |
| INTERNATIONAL RESEARCH FOUNDATION FOR RSDCRPS | ||||||
| 1910 EAST BUSCH BOULEVARD | TAMPA | FL | 33612 | PUBLIC CHARITY | TO SUPPORT AN INTERNATIONAL RESEARCH NETWORK WHICH WILL HELP EDUCATE MEDICAL PROFESSIONALS AND SUPPORT RESEARCH WORLDWIDE | $2,500 |
| JED FOUNDATION | ||||||
| PO BOX 60174 | BROOKLYN | NY | 11206 | PUBLIC CHARITY | PROTECTING EMOTIONAL HEALTH AND PREVENTING SUICIDE FOR OUR NATION'S TEENS AND YOUNG ADULTS, GIVING THEM THE SKILLS AND SUPPORT THEY NEED TO THRIVE TODAY AND TOMORROW. | $500 |
| LITTLE SHELTER | ||||||
| 33 WARNER RD | HUNTINGTON | NY | 11743 | PUBLIC CHARITY | DEDICATED TO SAVING ABANDONED DOGS AND CATS AND PLACING THEM INTO LOVING FOREVER HOMES SINCE 1927. | $2,000 |
| LONG ISLAND CARES | ||||||
| 10 DAVIDS DRIVE | HAUPPAUGE | NY | 11788 | PUBLIC CHARITY | TO IMPROVE FOOD SECURITY FOR FAMILIES, SPONSOR PROGRAMS THAT HELP FAMILIES ACHIEVE SELF-SUFFICIENCY, AND EDUCATE THE GENERAL PUBLIC ABOUT THE CAUSES AND CONSEQUENCES OF HUNGER ON LONG ISLAND. | $6,250 |
| MAMA FOUNDATION FOR THE ARTS | ||||||
| 149 WEST 126TH STREET | NEW YORK | NY | 10027 | PUBLIC CHARITY | TO PRESENT, PRESERVE, AND PROMOTE THE HISTORY AND FUNDAMENTALS OF GOSPEL, JAZZ, AND RHYTHM AND BLUES MUSIC FOR CURRENT AND FUTURE GENERATIONS. | $7,500 |
| MARTY'S PLACE SENIOR DOG SANCTUARY | ||||||
| 118 ROUTE 526 | UPPER FREEHOLD TOWNSHI | NJ | 08501 | PUBLIC CHARITY | TO PROVID A SAFE, LOVING AND PROTECTED ENVIRONMEMT FOR SENIOR DOGS THAT DO NOT HAVE HOMES | $1,000 |
| NAACP | ||||||
| 4805 MT HOPE DRIVE | BALTIMORE | MD | 21215 | PUBLIC CHARITY | TO ENSURE A SOCIETY IN WHICH ALL INDIVIDUALS HAVE EQUAL RIGHTS AND THERE IS NO RACIAL HATRED OR RACIAL DISCRIMINATION. | $2,800 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | ||||||
| 4301 WILSON BLVD SUITE 300 | ARLINGTON | VA | 22203 | PUBLIC CHARITY | TO SUPPORT ADVOCACY, EDUCATION, AND PUBLIC AWARENESS SO THAT ALL INDIVIDUALS AND FAMILIES AFFECTED BY MENTAL ILLNESS CAN BUILD BETTER LIVES | $2,500 |
| NORTH SHORE SOUP KITCHEN | ||||||
| PO BOX 168 | GLEN COVE | NY | 11542 | PUBLIC CHARITY | TO FEED HUNGRY AND HOMELESS PEOPLE IN THE GLEN COVE, NY AREA. | $6,000 |
| PLANNED PARENTHOOD OF GREATER NEW YORK | ||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | PUBLIC CHARITY | TO ENSURE ALL PEOPLE HAVE ACCESS TO THE CARE AND RESOURCES THEY NEED TO MAKE INFORMED DECISIONS ABOUT THEIR BODIES, THEIR LIVES, AND THEIR FUTURES. | $3,000 |
| SAN ANGELO MUSEUM OF FINE ART | ||||||
| ONE LOVE STREET | SAN ANGELO | TX | 76903 | PUBLIC CHARITY | TO ESTABLISH AND MAINTAIN A MUSEUM IN ORDER TO HOUSE AND EXHIBIT A PERMANENT COLLECTION OF ART AS WELL AS TO PROVIDE SPACE FOR TRAVELING EXHIBITIONS, FOR THE PURPOSE OF THE ENJOYMENT AND EDUCATION OF THE GENERAL PUBLIC IN SAN ANGELO, TEXAS, THE RURAL COMMUNITIES OF THE CONCHO VALLEY, AND THE STATE OF TEXAS. | $3,000 |
| SCENIC HUDSON | ||||||
| ONE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 12601 | PUBLIC CHARITY | TO PRESERVE LAND AND FARMS AND CREATE PARKS THAT CONNECT PEOPLE WITH THE INSPIRATIONAL POWER OF THE HUDSON RIVER, WHILE FIGHTING THREATS TO THE RIVER AND NATURAL RESOURCES THAT ARE THE FOUNDATION OF THE VALLEY'S PROSPERITY. | $30,000 |
| SOUTHERN POVERTY LAW CENTER | ||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PUBLIC CHARITY | TO ENSURE THAT THE PROMISE OF THE CIVIL RIGHTS MOVEMENT BECAME A REALITY FOR ALL. | $12,800 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PUBLIC CHARITY | TO LEADING THE WAY THE WORLD UNDERSTANDS, TREATS AND DEFEATS CHILDHOOD CANCER AND OTHER LIFE-THREATENING DISEASES | $4,000 |
| ST MARKS SCHOOL | ||||||
| 2602 EAST 19TH STRRET | BROOKLYN | NY | 11235 | PUBLIC CHARITY | TO PROMOTE EDUCATIONAL INTEGRITY, MORAL STRENGTH, PERSONAL RESPONSIBILITY AND CULTURAL AWARENESS. | $3,600 |
| THE TREVOR PROJECT | ||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | PUBLIC CHARITY | TO END SUICIDE AMONG LESBIAN, GAY, BISEXUAL, TRANSGENDER, QUEER | $750 |
| UNIVERSITY OF MICHIGAN | ||||||
| 500 SOUTH STATE STREET | ANN ARBOR | MI | 48109 | PUBLIC CHARITY | TO SERVE THE PEOPLE OF MICHIGAN AND THE WORLD THROUGH PREEMINENCE IN CREATING, COMMUNICATING, PRESERVING AND APPLYING KNOWLEDGE, ART, AND ACADEMIC VALUES, AND IN DEVELOPING LEADERS AND CITIZENS WHO WILL CHALLENGE THE PRESENT AND ENRICH THE FUTURE. | $2,750 |
| COVE ANIMAL RESCUE | ||||||
| 40 SHORE RD | GLENN COVE | NY | 11542 | PUBLIC CHARITY | TO SUPPORT ANIMAL RESCUE | $1,000 |
| ENTERTAINMENT COMMUNITY FUND | ||||||
| 729 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | PUBLIC CHARITY | TO SUPPORT PERFORMING ARTS AND ENTERTAINMENT PROFESSIONALS | $1,000 |
| 54 BELOW | ||||||
| 254 W 54TH ST | NEW YORK | NY | 10019 | PUBLIC CHARITY | TO SUPORT PRESERVING AND EXPANDING THE ART OF CABARET | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $145,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,906 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,979 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $98,313 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $126,198 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $126,198 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $11,367 | $78,218 |
| ABBVIE INC | $19,690 | $170,583 |
| AT&T INC. | $13,667 | $27,572 |
| COSTCO WHOLESALE CORP | $48,364 | $274,439 |
| DELL TECHNOLOGIES INC | $8,952 | $30,424 |
| INTL BUSINESS MACHINES CORP | $747 | $97,039 |
| MEDTRONIC PLC | $56,327 | $58,025 |
| PFIZER | $37,258 | $51,555 |
| SONY CORP | $48,608 | $257,850 |
| WARNER BROS DISCOVERY INC | $3,650 | $4,201 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS CORE FIXED CLASS P | AT COST | $189,565 | $165,766 |
| GOLDMAN SACHS SHORT DURATION CLASS P | AT COST | $240,254 | $238,072 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN WITHHOLDING TAX | $770 | $770 | $0 |
| FEDERAL EXCISE TAX | $3,563 | $0 | $0 |
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