EASTON FAMILY FUND INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EASTON FAMILY FUND INC (EIN 13-6103454)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-14
- IRS object ID
- 202531049349100423
- Schema version
- 2023v6.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-14T12:24:21-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135549855 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Davidson Dawson & Clark LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 E 42nd St 38th Fl | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136103454 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASTON FAMILY FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAST | BusinessNameControlTxt |
| Phone | 2127345044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 65TH STREET 13B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH EASTON | PersonNm |
| Person Title | CHAIRMAN/SECY | PersonTitleTxt |
| Phone | 2127345044 | PhoneNum |
| Signature | 2025-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Louise M Fitzsimons | PreparerPersonNm |
| PTIN | P01390736 | PTIN |
| Phone | 2125577700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,480,540 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $35,024 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,024 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$17,889 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $66,420 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,189 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,189 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $19,324 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,213 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $409 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $409 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,629 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $749 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,844 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $176 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,882 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,334 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $163,196 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $163,196 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $168,078 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,334 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $163,196 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$148,754 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,879 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $55,014 | CashBOYAmt |
| Cash EOY | $23,435 | CashEOYAmt |
| Cash EOYFMV | $23,435 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $99,999 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $58,521 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $58,521 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $668,629 | CorporateStockBOYAmt |
| Corporate Stock EOY | $671,022 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,379,526 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $84,409 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,499 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,337 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $26,660 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $26,554 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,721 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $934,711 | TotalAssetsBOYAmt |
| Total Assets EOY | $781,031 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,480,540 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $966,037 | CapitalStockBOYAmt |
| Capital Stock EOY | $961,111 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$31,326 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$180,080 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $934,711 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $781,031 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $934,711 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $781,031 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $934,711 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$148,754 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $785,957 | SubtotalAmt |
| Other Decreases | $4,926 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $781,031 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| $20,000 Louisiana Land 7.65% due 12/01/23 | P | 2023-12-01 | $20,000 | $25,500 | -$5,500 | -$5,500 | |
| $25,000 Blackrock Inc 3.5% | P | 2024-03-19 | $25,000 | $31,875 | -$6,875 | -$6,875 | 2014-10-27 |
| Union Pacific | P | 2024-01-02 | $1,226 | $1,337 | -$111 | -$111 | |
| $20,000 Zeneca Wilmington Inc 7% | P | 2023-11-15 | $20,000 | $25,500 | -$5,500 | -$5,500 | |
| Return of principal | P | $97 | $97 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$17,986 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $499 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $499 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $499 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $499 | 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 | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS EASTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9179714347 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 65TH STREET 13B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS EASTON | ||||||||
| 30 EAST 65TH STREET 13B | NEW YORK | NY | 10065 | PRESIDENT/TRE | 0.00 | $0 | $0 | $0 |
| ELIZABETH EASTON | ||||||||
| 30 EAST 65TH STREET 13B | NEW YORK | NY | 10065 | CHAIRMAN/SECY | 0.00 | $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 | $1,352,975 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,566 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,468,541 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,468,541 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,028 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,446,513 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,326 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,326 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $499 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $499 | TotalTaxAmt |
| Distributable Before Adj | $71,827 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $71,827 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $71,827 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $163,196 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $163,196 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,827 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $67,821 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $78,366 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $52,855 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $27,393 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,424 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $245,859 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $163,196 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $71,827 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $91,369 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $337,228 | 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 | $67,821 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $269,407 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $78,366 | ExcessFromYear4Amt |
| Excess From Year3 | $52,855 | ExcessFromYear3Amt |
| Excess From Year2 | $27,393 | ExcessFromYear2Amt |
| Excess From Year1 | $19,424 | ExcessFromYear1Amt |
| Excess From Current Year | $91,369 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| Alliance of Hbcu Art Museums & Galleries Inc | ||||||||||
| 1002 Azalea Cir | Marietta | GA | 30062 | NONE | General support | $1,000 | ||||
| Bard College | ||||||||||
| 30 Campus Road | AnnandaleOnHudson | NY | 12504 | NONE | General support | $500 | ||||
| Center for Curatorial Leadership | ||||||||||
| 174 East 80th Street | New York | NY | 10075 | NONE | Curatorial research | $10,000 | ||||
| Chabad of Mumbai | ||||||||||
| NONE | Religious outreach | $26,830 | Nariman Lighthouse Azad Nigar | ColabaMumbai | India | IN | ||||
| Chabad West Village | ||||||||||
| 12 Grove Court | New York | NY | 10014 | NONE | Religious outreach | $32,384 | ||||
| Clark Art Institute | ||||||||||
| 225 South Street | Williamstown | MA | 01267 | NONE | Arts support | $1,000 | ||||
| Connecticut Public TVwnpr | ||||||||||
| 1049 Asylum Ave | Hartford | CT | 06105 | NONE | General support | $129 | ||||
| Freedom For All Inc | ||||||||||
| Village Station PO Box 536 | New York | NY | 10014 | NONE | General support | $250 | ||||
| Greenagers | ||||||||||
| 62 Undermountain Rd | South Egremont | MA | 01258 | NONE | General support | $1,000 | ||||
| Hollister House Garden | ||||||||||
| 300 Nettleton Hollow Road | Washington | CT | 06793 | NONE | General support | $300 | ||||
| Innisfree Garden | ||||||||||
| 362 Tyrrel Road | Millbrook | NY | 12545 | NONE | General support | $150 | ||||
| Massachusetts Museum of Contemporary Art | ||||||||||
| 1040 MassMoCA Way | North Adams | MA | 01247 | NONE | Arts, culture and humanities | $52,890 | ||||
| Metropolitan Museum of Art | ||||||||||
| 1000 Fifth Avenue | New York | NY | 10028 | NONE | Development | $12,500 | ||||
| Metropolitan Opera | ||||||||||
| 30 Lincoln Center | New York | NY | 10023 | NONE | Education in opera | $5,500 | ||||
| MOMA Giving | ||||||||||
| 11 West 53rd Street | New York | NY | 10019 | NONE | Educational programs | $1,500 | ||||
| Music Mountain | ||||||||||
| PO Box 738 | Lakeville | CT | 06039 | NONE | Music teaching programs | $1,000 | ||||
| National Audubon Society | ||||||||||
| 225 Varick Street 7th Floor | New York | NY | 10014 | NONE | Bird conservation | $258 | ||||
| Project Sage Inc | ||||||||||
| PO Box 717 | Lakeville | CT | 06069 | NONE | General support | $1,010 | ||||
| Roebling Museum | ||||||||||
| 100 2nd Ave | Roebling | NJ | 08554 | NONE | General support | $500 | ||||
| Sharon Community Foundation | ||||||||||
| PO Box 471 | Lakeville | CT | 06069 | NONE | General support | $250 | ||||
| Sharon Fire Department Inc | ||||||||||
| 36 W Main St | Sharon | CT | 06069 | NONE | Support volunteer fire workers | $250 | ||||
| Sharon Fire Dept Ambulance Squad | ||||||||||
| PO Box 357 | Sharon | CT | 06069 | NONE | Support volunteer ambulance services | $100 | ||||
| Sharon Historical Society and Museum | ||||||||||
| 18 Main St | Sharon | CT | 06069 | NONE | General support | $250 | ||||
| Sharon Land Trust | ||||||||||
| PO Box 1027 | Sharon | CT | 06069 | NONE | Preserve rural heritage | $250 | ||||
| SugarHill Children's Museum of Art & Storytelling | ||||||||||
| 898 St Nicholas Ave | New York | NY | 10032 | NONE | General support | $500 | ||||
| Tate Americas Foundation | ||||||||||
| 520 West 27th St 404 | New York | NY | 10001 | NONE | Grant making | $1,000 | ||||
| The Garden Conservancy | ||||||||||
| PO Box 608 | Garrison | NY | 10524 | NONE | Garden preservation | $250 | ||||
| The Hotchkiss Library | ||||||||||
| 10 Upper Main Street | Sharon | CT | 06069 | NONE | Capital campaign | $1,000 | ||||
| The Spence School | ||||||||||
| 22 East 91st St | New York | NY | 10128 | NONE | General support | $5,045 | ||||
| The Studio Museum in Harlem | ||||||||||
| 144 W 125th St | New York | NY | 10027 | NONE | General support | $2,400 | ||||
| Wassaic Project | ||||||||||
| 37 Furnace Bank Road | Amenia | NY | 12592 | NONE | Foster the arts | $2,000 | ||||
| Whitney Museum | ||||||||||
| 99 Gansevoort Street | New York | NY | 10014 | NONE | Art and humanities | $1,200 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $163,196 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $35,024 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,189 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$17,889 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $19,324 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,324 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| How Acquired | Purchased | HowAcquiredTxt |
| Gross Sales Price | $97 | GrossSalesPriceAmt |
| Basis Method | Cost | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $97 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIRST MANHATTAN | BondNm |
| EOY Book Value | $1,499 | EOYBookValueAmt |
| EOYFMV | $1,337 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Fidelity Mutual Funds | $100,854 | $88,666 |
| Fidelity Exchange Traded Products | $267,075 | $854,694 |
| Fidelity Stocks | $303,093 | $436,166 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Fidelity Other-REIT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $26,554 | BookValueAmt |
| EOYFMV | $17,721 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Amortization of corporate bonds | Desc |
| Amt | $4,926 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| New York Department of Law 2022 | $250 | $0 | $0 |
| Chase bank fees | $75 | $0 | $0 |
| ADR fees | $176 | $176 | $0 |
| USPS | $4 | $0 | $0 |
| Purchase computer for Foundation | $2,339 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital gain distributions | Desc |
| Revenue And Expenses Per Books | $2,189 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,189 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,189 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIRST MANHATTAN INVESTMENT FEES | CategoryTxt |
| Amt | $409 | Amt |
| Net Investment Income | $409 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $749 | $749 | $0 |
| Federal excise taxes 2022 | $880 | $0 | $0 |
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