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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T11:31:34-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920780479 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REID TAX & ADVISORY SERVICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7600 JERICHO TPKE STE 400 | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117971705 | 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 | 113548952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JUDITH C WHITE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUDI | BusinessNameControlTxt |
| Phone | 2127368255 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 VANDERVENTER AVE STE 101 | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY KOVNER | PersonNm |
| Person Title | PRES. & DIR. | PersonTitleTxt |
| Phone | 2127368255 | PhoneNum |
| Signature | 2024-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | KOVNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RAYMOND FLOCH CPA | PreparerPersonNm |
| PTIN | P00169746 | PTIN |
| Phone | 5168020100 | PhoneNum |
| Preparation | 2024-05-08 | PreparationDt |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,091,387 | 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 | $374,295 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $374,295 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,150 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,447,376 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,150 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $445,445 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $445,445 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,425 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,425 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,600 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,600 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $18,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $9,000 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $9,000 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,479 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $839 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,640 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $105,929 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,864 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,065 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $363,276 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $363,276 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $469,205 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,864 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $395,341 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,760 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $371,581 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $325,225 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $140,209 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $140,209 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,503,469 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,525,599 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,524,706 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,739,974 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,531,680 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,515,131 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,548,782 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,896,202 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,908,741 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $2,600 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,600 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,600 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,120,050 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,096,290 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,091,387 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,120,050 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,096,290 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,120,050 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,096,290 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,120,050 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,096,290 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,120,050 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,760 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,096,290 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,096,290 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB ST SALES-SEE ATTACHED | P | 2023-01-01 | 2023-12-31 | $394,446 | $233,585 | $160,861 | $160,861 |
| CHARLES SCHWAB LT SALES-SEE ATTACHED | P | 2022-01-01 | 2023-12-31 | $561,160 | $643,613 | -$82,453 | -$82,453 |
| 4,500 SH - AT&T INC. | P | 2023-08-07 | 2023-11-17 | $66,344 | $63,225 | $3,119 | $3,119 |
| 6,500 SH - BP PLC SPONSORED ADR | P | 2019-12-27 | 2023-08-09 | $245,199 | $246,935 | -$1,736 | -$1,736 |
| 51,000 SH - LEGG MASON INC NOTE CALL | P | 2016-08-16 | 2023-02-15 | $51,587 | $53,299 | -$1,712 | -$1,712 |
| ILLINOIS ST GO BDS 2010 SER 1 | P | 2023-02-01 | 2023-02-01 | $30,769 | $30,769 | ||
| ILLINOIS ST GO BDS 2010 SER 5 | P | 2023-07-03 | 2023-07-03 | $2,857 | $2,857 | ||
| 5 SH - CALL ALY 25 EXP 12/15/2023 | P | 2023-11-24 | 2023-11-27 | $1,602 | $1,169 | $433 | $433 |
| 65 SH - CALL BP 32 EXP 4/21/2023 | P | 2023-02-14 | 2023-02-15 | $26,151 | $59,259 | -$33,108 | -$33,108 |
| 65 SH - CALL BP 32 EXP 7/21/2023 | P | 2023-05-10 | 2023-05-11 | $61,639 | $32,739 | $28,900 | $28,900 |
| 20 SH-EXP CALL NYCB 11 EXP 1/20/23 | P | 2023-01-20 | 2023-01-20 | $487 | $487 | $487 | |
| 20 SH - CALL NYCB 11 EXP 7/21/2023 | P | 2023-07-20 | 2023-07-21 | $686 | $2,054 | -$1,368 | -$1,368 |
| 20 SH - CALL NYCB 11 EXP 10/20/2023 | P | 2023-10-20 | 2023-10-23 | $2,626 | $40 | $2,586 | $2,586 |
| 20 SH-EXP CALL NYCB 11 EXP 11/17/23 | P | 2023-11-17 | 2023-11-17 | $327 | $327 | $327 | |
| 6 SH - CALL PRU 92.5 EXP 12/15/2023 | P | 2023-12-15 | 2023-12-18 | $1,496 | $6,682 | -$5,186 | -$5,186 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,150 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $157,051 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,165 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,165 | SubtotalAmt |
| Tax Based On Investment Income | $5,165 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,535 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,535 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,370 | OverpaymentAmt |
| Applied To ES Tax | $1,370 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JEFFREY KOVNER | IndividualWithBooksNm |
| Phone | 2127368255 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 VANDERVENTER AVE STE 101 | AddressLine1Txt |
| Address Line2 | 14 VANDERVENTER AVE STE 101 | AddressLine2Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JEFFREY KOVNER | |||||||||
| 14 VANDERVENTER AVE STE 101 | 14 VANDERVENTER AVE STE 101 | PORT WASHINGTON | NY | 11050 | PRES. & DIR. | 15.00 | $0 | $0 | $0 |
| AMY KOVNER | |||||||||
| 14 VANDERVENTER AVE STE 101 | 14 VANDERVENTER AVE STE 101 | PORT WASHINGTON | NY | 11050 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NICHOLAS KOVNER | |||||||||
| 14 VANDERVENTER AVE STE 101 | 14 VANDERVENTER AVE STE 101 | PORT WASHINGTON | NY | 11050 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KRISTIN KOVNER | |||||||||
| 14 VANDERVENTER AVE STE 101 | 14 VANDERVENTER AVE STE 101 | PORT WASHINGTON | NY | 11050 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,684,820 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $232,717 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,600 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,920,137 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,920,137 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $88,802 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,831,335 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $291,567 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $291,567 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,165 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,165 | TotalTaxAmt |
| Distributable Before Adj | $286,402 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $286,402 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $286,402 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $395,341 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $395,341 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $286,402 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $66,924 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $84,503 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $100,475 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $50,543 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $74,369 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $376,814 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $395,341 | QualifyingDistributionsAmt |
| Applied To Current Year | $286,402 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $108,939 | RemainingDistriFromCorpusAmt |
| Total Corpus | $485,753 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $66,924 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $418,829 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $84,503 | ExcessFromYear4Amt |
| Excess From Year3 | $100,475 | ExcessFromYear3Amt |
| Excess From Year2 | $50,543 | ExcessFromYear2Amt |
| Excess From Year1 | $74,369 | ExcessFromYear1Amt |
| Excess From Current Year | $108,939 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY KOVNER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 VANDERVENTER AVE STE 101 | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2127368255 | RecipientPhoneNum |
| Form And Info And Materials | NO PRESCRIBED FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | TO 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 AREA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| BOYS TOWN | |||||||||
| 444 PARK AVE S | NEW YORK | NY | 10016 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | ||
| CARE FOR THE HOMELESS | |||||||||
| 30 EAST 33RD ST 5TH FLR | NEW YORK | NY | 10016 | NONE | PUBLIC | NECESSITIES FOR WOMEN LEAVING SHELTE | $12,000 | ||
| CHARITY CHECKS | |||||||||
| 30473 MULHOLLAND HWY | AGOURA HILLS | CA | 91301 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | SUITE 64 | |
| CITY HARVEST NEW YORK | |||||||||
| 575 EIGHTH AVENUE | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL SUPPORT | $5,750 | ||
| CITY HARVEST NEW YORK | |||||||||
| 575 EIGHTH AVENUE | NEW YORK | NY | 10018 | NONE | PUBLIC | 26 FOOT REFRIERATED TRUCK | $27,872 | ||
| CITY MEALS ON WHEELS | |||||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | NONE | PUBLIC | HUNTS POINT FACILITY | $40,000 | ||
| COLD SPRING HARBOR EDUCATION | |||||||||
| 75 GOOSE HILL ROAD | COLD SPRING HARBOR | NY | 11724 | NONE | PUBLIC | GENERAL SUPPORT | $500 | FOUNDATION | |
| FRIENDS OF ALYN | |||||||||
| 122 EAST 42ND STREET 1519 | NEW YORK | NY | 10168 | NONE | PUBLIC | GENERAL SUPPORT | $250 | ||
| FRIENDS OF TJ FOUNDATION | |||||||||
| 1 BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | NONE | PUBLIC | GENERAL SUPPORT | $350 | ||
| GODS LOVE WE DELIVER | |||||||||
| 166 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | PUBLIC | DELIVERY VANS | $52,200 | ||
| HOSPITAL FOR SPECIAL SURGERY | |||||||||
| PO BOX 21041 | NEW YORK | NY | 100871041 | NONE | PUBLIC | BIKE RIDE (GENERAL SUPPORT) | $595 | ||
| ISLAND HARVEST | |||||||||
| 126 SPAGNOLI ROAD | MELVILLE | NY | 11747 | NONE | PUBLIC | EQUIPMENT AND AIR FILTRATION SYSTEM | $49,353 | ||
| LONG ISLAND COUNCIL ON | |||||||||
| 207 HILLSIDE AVE | WILLISTON PARK | NY | 11596 | NONE | PUBLIC | GENERAL SUPPORT | $6,000 | ALCOHOL AND DRUG DEP | |
| NORTH SHORE HOLIDAY HOUSE | |||||||||
| 74 HUNTINGTON ROAD | HUNTINGTON | NY | 11743 | NONE | PUBLIC | GENERAL SUPPORT | $844 | ||
| PART OF THE SOLUTION | |||||||||
| 2759 WEBSTER AVE | BRONX | NY | 10458 | NONE | PUBLIC | BUILD/RENOVATE FACILITY/NAMING | $71,429 | ||
| PART OF THE SOLUTION | |||||||||
| 2759 WEBSTER AVE | BRONX | NY | 10458 | NONE | PUBLIC | GENERAL SUPPORT | $90 | ||
| PINK AID | |||||||||
| PO BOX 5157 | WESTPORT | CT | 06881 | NONE | PUBLIC | GENERAL SUPPORT | $187 | ||
| SAFE HORIZON | |||||||||
| 122 E 122ND STREET | NEW YORK | NY | 10035 | NONE | PUBLIC | GENERAL SUPPORT | $18 | ||
| SELFHELP COMMUNITY SERVICES INC | |||||||||
| 520 EIGHTH AVENUE | NEW YORK | NY | 10018 | NONE | PUBLIC | AIR CONDITIONING UNITS | $26,847 | ||
| ST PAUL THE APOSTLE CHURCH | |||||||||
| 2534 CEDAR SWAMP RD | GLEN HEAD | NY | 11545 | NONE | PUBLIC | HOLIDAY MEALS | $9,500 | ||
| ST BARNABAS HOSPITAL | |||||||||
| 4422 THIRD AVENUE | BRONX | NY | 10457 | NONE | PUBLIC | 400 BAGS OF FOOD | $10,000 | ||
| ST FRANCIS HOSPITAL FOUNDATION | |||||||||
| 100 PORT WASHINGTON BLD | ROSLYN | NY | 11576 | NONE | PUBLIC | FOOD INITIATIVE PROGRAM | $15,000 | ||
| ST JOHN'S BREAD AND LIFE | |||||||||
| 795 LEXINGTON AVENUE | BROOKLYN | NY | 11221 | NONE | PUBLIC | PALLETS AND LIGHTING | $14,596 | ||
| SWIM ACROSS AMERICA | |||||||||
| PO BOX 7878 | GARDEN CITY | NY | 11530 | NONE | PUBLIC | GENERAL SUPPORT | $10,050 | ||
| THE DON MONTI MEMORIAL | |||||||||
| 1 BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | NONE | PUBLIC | GENERAL SUPPORT | $500 | RESEARCH FOUNDATION | |
| THE INN | |||||||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | NONE | PUBLIC | JOURNAL AD | $2,000 | ||
| THE NICHOLAS CENTER | |||||||||
| 38 MAIN STREET | PORT WASHINGTON | NY | 11050 | NONE | PUBLIC | GENERAL SUPPORT | $3,039 | ||
| TOWNWIDE FUND OF HUNTINGTON INC | |||||||||
| 148 EAST MAIN STREET | HUNTINGTON | NY | 11743 | NONE | PUBLIC | GENERAL SUPPORT | $206 | ||
| SAVE THE CHILDREN | |||||||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | NONE | PUBLIC | GENERAL SUPPORT | $500 | SUITE 400 | |
| MSK GIVING | |||||||||
| 633 3RD AVENUE 5TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL SUPPORT | $100 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $363,276 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $374,295 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $71,150 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $445,445 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $445,445 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,850 | Amt |
| Net Investment Income | $2,425 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,425 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE NOTES AND DEBENTURES | BondNm |
| EOY Book Value | $1,896,202 | EOYBookValueAmt |
| EOYFMV | $1,908,741 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,531,680 | EOYBookValueAmt |
| EOYFMV | $1,515,131 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $2,525,599 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $2,524,706 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT- RENT | Desc |
| BOY Book Value | $2,600 | BOYBookValueAmt |
| EOY Book Value | $2,600 | EOYBookValueAmt |
| EOYFMV | $2,600 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net 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)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $49,000 | $49,000 | |
| EXECUTIVE DIRECTOR FEES | $18,000 | $18,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $12,600 | Amt |
| Net Investment Income | $12,600 | NetInvestmentIncomeAmt |
Comments