JUDITH C WHITE FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JUDITH C WHITE FOUNDATION INC (EIN 11-3548952)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-15
IRS object ID
202431369349102498
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)
Return2024-05-15T11:31:34-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN920780479PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REID TAX & ADVISORY SERVICES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17600 JERICHO TPKE STE 400AddressLine1Txt
CityWOODBURYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP117971705ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN113548952EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JUDITH C WHITE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJUDIBusinessNameControlTxt
Phone2127368255PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114 VANDERVENTER AVE STE 101AddressLine1Txt
CityPORT WASHINGTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11050ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY KOVNERPersonNm
Person TitlePRES. & DIR.PersonTitleTxt
Phone2127368255PhoneNum
Signature2024-05-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFREYPersonFirstNm
Person LastKOVNERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRAYMOND FLOCH CPAPreparerPersonNm
PTINP00169746PTIN
Phone5168020100PhoneNum
Preparation2024-05-08PreparationDt
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$6,091,387FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$374,295DividendsRevAndExpnssAmt
Dividends Net Invst Incm$374,295DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$71,150NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,447,376GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$71,150CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$445,445TotalRevAndExpnssAmt
Total Net Invst Incm$445,445TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$4,850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,425AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,425AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$67,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$49,000OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$18,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$12,600TaxesRevAndExpnssAmt
Taxes Net Invst Incm$12,600TaxesNetInvstIncmAmt
Occupancy Rev And Expnss$18,000OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$9,000OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$9,000OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,479OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$839OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,640OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$105,929TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$73,864TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$32,065TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$363,276ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$363,276ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$469,205TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$73,864TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$395,341TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$23,760ExcessRevenueOverExpensesAmt
Net Investment Income$371,581NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$325,225SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$140,209SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$140,209SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$2,503,469USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,525,599USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,524,706USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,739,974CorporateStockBOYAmt
Corporate Stock EOY$1,531,680CorporateStockEOYAmt
Corporate Stock EOYFMV$1,515,131CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,548,782CorporateBondsBOYAmt
Corporate Bonds EOY$1,896,202CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,908,741CorporateBondsEOYFMVAmt
Other Assets BOY$2,600OtherAssetsBOYAmt
Other Assets EOY$2,600OtherAssetsEOYAmt
Other Assets EOYFMV$2,600OtherAssetsEOYFMVAmt
Total Assets BOY$6,120,050TotalAssetsBOYAmt
Total Assets EOY$6,096,290TotalAssetsEOYAmt
Total Assets EOYFMV$6,091,387TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$6,120,050RetainedEarningBOYAmt
Retained Earning EOY$6,096,290RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,120,050TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,096,290TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,120,050TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,096,290TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,120,050TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$23,760ExcessRevenueOverExpensesAmt
Subtotal$6,096,290SubtotalAmt
Tot Net Ast Or Fund Balances EOY$6,096,290TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB ST SALES-SEE ATTACHEDP2023-01-012023-12-31$394,446$233,585$160,861$160,861
CHARLES SCHWAB LT SALES-SEE ATTACHEDP2022-01-012023-12-31$561,160$643,613-$82,453-$82,453
4,500 SH - AT&T INC.P2023-08-072023-11-17$66,344$63,225$3,119$3,119
6,500 SH - BP PLC SPONSORED ADRP2019-12-272023-08-09$245,199$246,935-$1,736-$1,736
51,000 SH - LEGG MASON INC NOTE CALLP2016-08-162023-02-15$51,587$53,299-$1,712-$1,712
ILLINOIS ST GO BDS 2010 SER 1P2023-02-012023-02-01$30,769$30,769
ILLINOIS ST GO BDS 2010 SER 5P2023-07-032023-07-03$2,857$2,857
5 SH - CALL ALY 25 EXP 12/15/2023P2023-11-242023-11-27$1,602$1,169$433$433
65 SH - CALL BP 32 EXP 4/21/2023P2023-02-142023-02-15$26,151$59,259-$33,108-$33,108
65 SH - CALL BP 32 EXP 7/21/2023P2023-05-102023-05-11$61,639$32,739$28,900$28,900
20 SH-EXP CALL NYCB 11 EXP 1/20/23P2023-01-202023-01-20$487$487$487
20 SH - CALL NYCB 11 EXP 7/21/2023P2023-07-202023-07-21$686$2,054-$1,368-$1,368
20 SH - CALL NYCB 11 EXP 10/20/2023P2023-10-202023-10-23$2,626$40$2,586$2,586
20 SH-EXP CALL NYCB 11 EXP 11/17/23P2023-11-172023-11-17$327$327$327
6 SH - CALL PRU 92.5 EXP 12/15/2023P2023-12-152023-12-18$1,496$6,682-$5,186-$5,186
FieldValueIRS element (for citing)
Capital Gain Net Income$71,150CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$157,051NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,165InvestmentIncomeExciseTaxAmt
Subtotal$5,165SubtotalAmt
Tax Based On Investment Income$5,165TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,535EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,535TotalPaymentsAndCreditsAmt
Overpayment$1,370OverpaymentAmt
Applied To ES Tax$1,370AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJEFFREY KOVNERIndividualWithBooksNm
Phone2127368255PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line114 VANDERVENTER AVE STE 101AddressLine1Txt
Address Line214 VANDERVENTER AVE STE 101AddressLine2Txt
CityPORT WASHINGTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11050ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEFFREY KOVNER
14 VANDERVENTER AVE STE 10114 VANDERVENTER AVE STE 101PORT WASHINGTONNY11050PRES. & DIR.15.00$0$0$0
AMY KOVNER
14 VANDERVENTER AVE STE 10114 VANDERVENTER AVE STE 101PORT WASHINGTONNY11050DIRECTOR1.00$0$0$0
NICHOLAS KOVNER
14 VANDERVENTER AVE STE 10114 VANDERVENTER AVE STE 101PORT WASHINGTONNY11050DIRECTOR1.00$0$0$0
KRISTIN KOVNER
14 VANDERVENTER AVE STE 10114 VANDERVENTER AVE STE 101PORT WASHINGTONNY11050DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,684,820AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$232,717AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,600FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,920,137TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,920,137AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$88,802CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,831,335NetVlNoncharitableAssetsAmt
Minimum Investment Return$291,567MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$291,567MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,165TaxBasedOnInvestmentIncomeAmt
Total Tax$5,165TotalTaxAmt
Distributable Before Adj$286,402DistributableBeforeAdjAmt
Distributable Before Ded$286,402DistributableBeforeDedAmt
Distributable As Adjusted$286,402DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$395,341ExpensesAndContributionsAmt
Qualifying Distributions$395,341QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$286,402DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$66,924ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$84,503ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$100,475ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$50,543ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$74,369ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$376,814TotalExcessDistributionCyovAmt
Qualifying Distributions$395,341QualifyingDistributionsAmt
Applied To Current Year$286,402AppliedToCurrentYearAmt
Remaining Distri From Corpus$108,939RemainingDistriFromCorpusAmt
Total Corpus$485,753TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$66,924ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$418,829ExcessDistriCyovToNextYrAmt
Excess From Year4$84,503ExcessFromYear4Amt
Excess From Year3$100,475ExcessFromYear3Amt
Excess From Year2$50,543ExcessFromYear2Amt
Excess From Year1$74,369ExcessFromYear1Amt
Excess From Current Year$108,939ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJEFFREY KOVNERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line114 VANDERVENTER AVE STE 101AddressLine1Txt
CityPORT WASHINGTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11050ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2127368255RecipientPhoneNum
Form And Info And MaterialsNO PRESCRIBED FORMFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsTO SUPPORT THE NEEDS AND COMFORTS OF CHILDREN, THE NEEDY, ORPHANS, HOMELESS PEOPLE, AND OTHER DULY QUALIFIED ORGANIZATIONS PRIMARILY, BUT NOT EXCLUSIVELY, IN THE NEW YORK METROPOLITAN AREARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
BOYS TOWN
444 PARK AVE SNEW YORKNY10016NONEPUBLICGENERAL SUPPORT$2,500
CARE FOR THE HOMELESS
30 EAST 33RD ST 5TH FLRNEW YORKNY10016NONEPUBLICNECESSITIES FOR WOMEN LEAVING SHELTE$12,000
CHARITY CHECKS
30473 MULHOLLAND HWYAGOURA HILLSCA91301NONEPUBLICGENERAL SUPPORT$1,000SUITE 64
CITY HARVEST NEW YORK
575 EIGHTH AVENUENEW YORKNY10018NONEPUBLICGENERAL SUPPORT$5,750
CITY HARVEST NEW YORK
575 EIGHTH AVENUENEW YORKNY10018NONEPUBLIC26 FOOT REFRIERATED TRUCK$27,872
CITY MEALS ON WHEELS
355 LEXINGTON AVENEW YORKNY10017NONEPUBLICHUNTS POINT FACILITY$40,000
COLD SPRING HARBOR EDUCATION
75 GOOSE HILL ROADCOLD SPRING HARBORNY11724NONEPUBLICGENERAL SUPPORT$500FOUNDATION
FRIENDS OF ALYN
122 EAST 42ND STREET 1519NEW YORKNY10168NONEPUBLICGENERAL SUPPORT$250
FRIENDS OF TJ FOUNDATION
1 BUNGTOWN ROADCOLD SPRING HARBORNY11724NONEPUBLICGENERAL SUPPORT$350
GODS LOVE WE DELIVER
166 AVE OF THE AMERICASNEW YORKNY10013NONEPUBLICDELIVERY VANS$52,200
HOSPITAL FOR SPECIAL SURGERY
PO BOX 21041NEW YORKNY100871041NONEPUBLICBIKE RIDE (GENERAL SUPPORT)$595
ISLAND HARVEST
126 SPAGNOLI ROADMELVILLENY11747NONEPUBLICEQUIPMENT AND AIR FILTRATION SYSTEM$49,353
LONG ISLAND COUNCIL ON
207 HILLSIDE AVEWILLISTON PARKNY11596NONEPUBLICGENERAL SUPPORT$6,000ALCOHOL AND DRUG DEP
NORTH SHORE HOLIDAY HOUSE
74 HUNTINGTON ROADHUNTINGTONNY11743NONEPUBLICGENERAL SUPPORT$844
PART OF THE SOLUTION
2759 WEBSTER AVEBRONXNY10458NONEPUBLICBUILD/RENOVATE FACILITY/NAMING$71,429
PART OF THE SOLUTION
2759 WEBSTER AVEBRONXNY10458NONEPUBLICGENERAL SUPPORT$90
PINK AID
PO BOX 5157WESTPORTCT06881NONEPUBLICGENERAL SUPPORT$187
SAFE HORIZON
122 E 122ND STREETNEW YORKNY10035NONEPUBLICGENERAL SUPPORT$18
SELFHELP COMMUNITY SERVICES INC
520 EIGHTH AVENUENEW YORKNY10018NONEPUBLICAIR CONDITIONING UNITS$26,847
ST PAUL THE APOSTLE CHURCH
2534 CEDAR SWAMP RDGLEN HEADNY11545NONEPUBLICHOLIDAY MEALS$9,500
ST BARNABAS HOSPITAL
4422 THIRD AVENUEBRONXNY10457NONEPUBLIC400 BAGS OF FOOD$10,000
ST FRANCIS HOSPITAL FOUNDATION
100 PORT WASHINGTON BLDROSLYNNY11576NONEPUBLICFOOD INITIATIVE PROGRAM$15,000
ST JOHN'S BREAD AND LIFE
795 LEXINGTON AVENUEBROOKLYNNY11221NONEPUBLICPALLETS AND LIGHTING$14,596
SWIM ACROSS AMERICA
PO BOX 7878GARDEN CITYNY11530NONEPUBLICGENERAL SUPPORT$10,050
THE DON MONTI MEMORIAL
1 BUNGTOWN ROADCOLD SPRING HARBORNY11724NONEPUBLICGENERAL SUPPORT$500RESEARCH FOUNDATION
THE INN
211 FULTON AVENUEHEMPSTEADNY11550NONEPUBLICJOURNAL AD$2,000
THE NICHOLAS CENTER
38 MAIN STREETPORT WASHINGTONNY11050NONEPUBLICGENERAL SUPPORT$3,039
TOWNWIDE FUND OF HUNTINGTON INC
148 EAST MAIN STREETHUNTINGTONNY11743NONEPUBLICGENERAL SUPPORT$206
SAVE THE CHILDREN
501 KINGS HIGHWAY EASTFAIRFIELDCT06825NONEPUBLICGENERAL SUPPORT$500SUITE 400
MSK GIVING
633 3RD AVENUE 5TH FLOORNEW YORKNY10017NONEPUBLICGENERAL SUPPORT$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$363,276TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$374,295ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$71,150ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$445,445ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$445,445TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,850Amt
Net Investment Income$2,425NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,425DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE NOTES AND DEBENTURESBondNm
EOY Book Value$1,896,202EOYBookValueAmt
EOYFMV$1,908,741EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$1,531,680EOYBookValueAmt
EOYFMV$1,515,131EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$2,525,599StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$2,524,706StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescSECURITY DEPOSIT- RENTDesc
BOY Book Value$2,600BOYBookValueAmt
EOY Book Value$2,600EOYBookValueAmt
EOYFMV$2,600EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK CHARGES$11$11
BROKER FEES$589$589
COMPUTER EXPENSES$1,220$1,220
FILING FEES$250$250
INSURANCE$1,320$1,320
OFFICE EXENSES$89$89

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$49,000$49,000
EXECUTIVE DIRECTOR FEES$18,000$18,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$12,600Amt
Net Investment Income$12,600NetInvestmentIncomeAmt

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