MILTON AND BEATRICE WIND FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MILTON AND BEATRICE WIND FOUNDATION (EIN 20-8997756)
- Tax period
- 2021-05-01 to 2022-04-30
- Filed
- 2022-09-14
- IRS object ID
- 202202579349100140
- Schema version
- 2021v4.2
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-14T14:54:33-05:00 | ReturnTs |
| Tax Period End | 2022-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222095327 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSS ANGLIM ANGELINI & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 775 MOUNTAIN BLVD | AddressLine1Txt |
| City | WATCHUNG | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208997756 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MILTON & BEATRICE WIND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILT | BusinessNameControlTxt |
| Phone | 9085611600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 2ND STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112152503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E LYNN SCHNEIDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9085611600 | PhoneNum |
| Signature | 2022-09-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | E | PersonFirstNm |
| Person Last | LYNN SCHNEIDER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELLEN HARRISON | PreparerPersonNm |
| PTIN | P00087530 | PTIN |
| Phone | 9085611600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $3,382,411 | 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 | $71,562 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,562 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $140,248 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,059,382 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $140,248 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $211,810 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $211,810 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,600 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,445 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,195 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,464 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,304 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $160 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,509 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,499 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,010 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $239,509 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,499 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $205,010 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27,699 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $177,311 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $248,244 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $109,742 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $109,742 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $125,532 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $89,749 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $87,238 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,303,832 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,519,655 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,380,096 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $570,907 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $565,531 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $552,784 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $353,474 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $289,613 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $252,551 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,601,989 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,574,290 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,382,411 | 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 | $2,601,989 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,574,290 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,601,989 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,574,290 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,601,989 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,574,290 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,601,989 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27,699 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,574,290 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,574,290 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (48 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ACTIVISION BLIZZARD INC | P | 2020-09-29 | 2021-12-15 | $24,497 | $25,835 | -$1,338 | -$1,338 |
| ADVANCED MICRO DEVICES | P | 2017-06-23 | 2022-02-15 | $44 | $14 | $30 | $30 |
| ALLY FINANCIAL INC | P | 2021-09-17 | 2022-04-20 | $3,748 | $4,461 | -$713 | -$713 |
| ALLY FINANCIAL INC | P | 2021-01-14 | 2022-04-20 | $17,637 | $16,214 | $1,423 | $1,423 |
| ALLY FINANCIAL INC | P | 2021-07-08 | 2022-04-20 | $8,818 | $9,729 | -$911 | -$911 |
| ALPHABET INC CL A | P | 2013-04-03 | 2022-03-08 | $25,812 | $4,670 | $21,142 | $21,142 |
| AMAZON COM INC | P | 2018-11-20 | 2021-07-30 | $50,165 | $23,694 | $26,471 | $26,471 |
| AMERICAN NEW WORLD F2 | P | 2021-10-25 | 2022-03-18 | $22,530 | $28,056 | -$5,526 | -$5,526 |
| ANHEUSER-BUSCH | P | 2016-01-20 | 2022-02-09 | $53,527 | $49,860 | $3,667 | $3,667 |
| APPLE INC 2850 | P | 2015-05-27 | 2021-05-06 | $50,000 | $50,000 | $0 | $0 |
| AT&T INC | P | 2020-04-29 | 2021-05-12 | $12,846 | $12,635 | $211 | $211 |
| BLACKROCK INC | P | 2018-10-05 | 2022-01-22 | $19,554 | $10,459 | $9,095 | $9,095 |
| BRANDYWINEGLOBAL CORP CRD I | P | 2021-02-25 | 2022-01-28 | $6,154 | $6,392 | -$238 | -$238 |
| BRANDYWINEGLOBAL CORP CRD I | P | 2020-05-15 | 2022-01-28 | $79,820 | $77,388 | $2,432 | $2,432 |
| BRISTOL MYERS SQUIBB CO | P | 2020-06-25 | 2022-03-08 | $40,860 | $34,834 | $6,026 | $6,026 |
| CABOT OIL & GAS CORP | P | 2021-01-14 | 2021-10-01 | $8 | $5 | $3 | $3 |
| CLEARBRIDGE INTL GROWTH | P | 2021-12-22 | 2022-04-20 | $1,327 | $1,519 | -$192 | -$192 |
| COCA COLA CO | P | 2019-10-24 | 2021-07-30 | $17,956 | $17,233 | $723 | $723 |
| COHEN & STEERS PREF SEC&INC | P | 2020-03-19 | 2022-01-28 | $46,030 | $36,638 | $9,392 | $9,392 |
| COHEN & STEERS PREF SEC&INC | P | 2021-01-29 | 2022-01-28 | $2,562 | $2,647 | -$85 | -$85 |
| CONSTELLATION ENERGY CORP | P | 2021-09-17 | 2022-02-02 | $16 | $15 | $1 | $1 |
| CROWN CASTLE INTL CORP | P | 2019-12-26 | 2021-07-30 | $29,976 | $20,170 | $9,806 | $9,806 |
| DANAHER CORPORATION | P | 2016-03-18 | 2021-05-12 | $5,091 | $1,437 | $3,654 | $3,654 |
| DEERE & CO | P | 2018-09-17 | 2022-01-28 | $56,090 | $22,508 | $33,582 | $33,582 |
| DELTA AIR LINES INC NEW | P | 2021-05-12 | 2021-08-23 | $20,246 | $22,836 | -$2,590 | -$2,590 |
| DIAMOND HILL CORP CREDIT I | P | 2020-05-15 | 2021-06-02 | $1,482 | $1,306 | $176 | $176 |
| META PLATFORMS INC CL | P | 2021-05-12 | 2022-03-08 | $14,699 | $22,467 | -$7,768 | -$7,768 |
| NETEASE.COM INC ADS | P | 2021-05-12 | 2021-08-23 | $13,603 | $16,987 | -$3,384 | -$3,384 |
| NETFLIX INC | P | 2021-05-12 | 2022-04-13 | $5,521 | $7,833 | -$2,312 | -$2,312 |
| NETFLIX INC | P | 2021-01-14 | 2022-04-13 | $10,351 | $15,107 | -$4,756 | -$4,756 |
| NIKE INC B | P | 2020-07-17 | 2021-07-30 | $27,594 | $15,915 | $11,679 | $11,679 |
| ORION OFFICE REIT INC | P | 2021-11-15 | 2021-11-18 | $457 | $526 | -$69 | -$69 |
| PIMCO LOW DURATION INC | P | 2021-01-29 | 2022-01-28 | $26,296 | $26,752 | -$456 | -$456 |
| PIMCO LOW DURATION INC | P | 2020-08-31 | 2022-01-28 | $40,188 | $40,088 | $100 | $100 |
| PIMCO SHORT TERM I2 | P | 2020-12-11 | 2022-01-28 | $49,684 | $50,243 | -$559 | -$559 |
| PIMCO SHORT TERM I2 | P | 2021-01-29 | 2022-01-28 | $259 | $261 | -$2 | -$2 |
| SHERWIN WILLIAMS COMPANY | P | 2020-12-11 | 2022-01-28 | $56,757 | $32,568 | $24,189 | $24,189 |
| SOUTHWEST AIRLINES | P | 2020-11-13 | 2022-01-28 | $19,834 | $19,825 | $9 | $9 |
| T-MOBILE US INC COM | P | 2021-06-08 | 2021-12-20 | $2,372 | $2,904 | -$532 | -$532 |
| TOYOTA MTR CRED 2750 | P | 2015-05-27 | 2021-05-17 | $50,000 | $50,000 | $0 | $0 |
| UNITEDHEALTH GP INC | P | 2018-08-15 | 2021-07-08 | $40,603 | $25,943 | $14,660 | $14,660 |
| US TSY NOTE 1500 22JA31 | P | 2019-07-31 | 2022-01-31 | $36,000 | $35,691 | $309 | $309 |
| VIATRIS INC | P | 2021-06-05 | 2022-05-12 | $31 | $31 | $0 | $0 |
| VIATRIS INC | P | 2015-10-15 | 2021-05-12 | $1,543 | $1,424 | $119 | $119 |
| WELLS FARGO & CO | P | 2012-11-08 | 2021-05-12 | $976 | $793 | $183 | $183 |
| WESTERN ASSET CORPORATE | P | 2021-03-31 | 2022-03-18 | $20,652 | $22,515 | -$1,863 | -$1,863 |
| WESTERN ASSET CORPORATE BD I | P | 2021-01-14 | 2022-03-18 | $44,834 | $50,180 | -$5,346 | -$5,346 |
| ZYNGA INC | P | 2021-06-11 | 2021-11-18 | $332 | $526 | -$194 | -$194 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $140,248 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,465 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,465 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,465 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | 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 | $4,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,535 | OverpaymentAmt |
| Applied To ES Tax | $1,535 | 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 | E LYNN SCHNEIDER | IndividualWithBooksNm |
| Phone | 9085611600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 2ND STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112152503 | 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 |
|---|---|---|---|---|---|---|---|---|
| E LYNN SCHNEIDER | ||||||||
| 480 2ND STREET | BROOKLYN | NY | 112152503 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSANNAH VINING | ||||||||
| 23 LOVERS LN | GUILFORD | CT | 06437 | TREASURER | 0.25 | $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 | $3,547,049 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $223,739 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,770,788 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,770,788 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,562 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,714,226 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $185,711 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $185,711 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,465 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,465 | TotalTaxAmt |
| Distributable Before Adj | $183,246 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $183,246 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $183,246 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $205,010 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $205,010 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $183,246 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $16,814 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $20,685 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,262 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,964 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,077 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $68,802 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $205,010 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $183,246 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,764 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $90,566 | 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 | $16,814 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $73,752 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $20,685 | ExcessFromYear4Amt |
| Excess From Year3 | $21,262 | ExcessFromYear3Amt |
| Excess From Year2 | $7,964 | ExcessFromYear2Amt |
| Excess From Year1 | $2,077 | ExcessFromYear1Amt |
| Excess From Current Year | $21,764 | 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 | E LYNN SCHNEIDER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 2ND STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112152503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9085611600 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANT'S OWN LETTER DESCRIBING CHARITABLE OR EXEMPT PURPOSE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATION MUST BE QUALIFIED UNDER IRC SEC 501 (C) (3) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARCHIPELAGO INC | |||||||
| 1724 WOODWARD AVE | TRAVERSE CITY | MI | 49686 | NONE | 501 C(3) | TO SUPPORT RELIGIOUS, EDUCATIONAL, CHARITABLE SCIENTIFIC, LITERARY ACTIVITIES | $1,000 |
| BROOKLYN ART SONG SOCIETY | |||||||
| 60 E 8TH ST APT 30 E | NEW YORK | NY | 10003 | NONE | 501 C(3) | TO HELP THE VAST REPERTOIRE OF POETRY SET TO MUSIC THROUGH A COLLECTIVE OF SINGERS & PIANISTS WHO SHARE A LOVE | $2,000 |
| BROOKLYN-QUEENS CONSERVATORY OF MUSIC | |||||||
| 58 SEVENTH AVENUE | BROOKLYN | NY | 112171486 | NONE | 501 C(3) | TO HELP SUPPORT MUSIC INSTRUCTION, MUSIC THERAPY, AND COMMUNITY CONCERTS THROUGHOUT BROOKLYN | $5,000 |
| BURKINA FASO GIRLS FUND | |||||||
| PO BOX 395 | CHESTER | CA | 96020 | NONE | 501 C(3) | TO PROVIDE FUNDING AND ASSISTANCE TO SUPPORT PROJECTS IN BURKINA FASO | $30,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | 501 C(3) | TO HELP PROVIDE INDEPENDENT MEDICAL HUMANITARIAN EMERGENCY AID TO PEOPLE AFFECTED BY ARMED CONFLICT, EPIDEMICS, MALNUTRITION, NATURAL DISASTERS, AND EXCLUSION FROM HEALTH CARE | $20,000 |
| ENVIRONMENTAL DEFENSE FUND INC | |||||||
| 257 PARK AVE S | NEW YORK | NY | 10010 | NONE | 501 C(3) | WORK ON ISSUES INCLUDING GLOBAL WARMING, ECOSYSTEM RESTORATION, OCEANS, AND HUMAN HEALTH, AND ADVOCATES USING SOUND SCIENCE, ECONOMICS AND LAW TO FIND ENVIRONMENTAL SOLUTIONS THAT WORK. | $20,000 |
| NAACP LEGAL DEFENSE EDUCATIONAL | |||||||
| 40 RECTOR ST 5 | NEW YORK | NY | 10006 | NONE | 501 C(3) | AMERICA'S PREMIER LEGAL ORGANIZATION FIGHTING FOR RACIAL JUSTICE | $5,000 |
| NATURAL RESOURCES DEFENSE COUNCIL (NRDC) | |||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | 501 C(3) | TO HELP PROTECT WILDLIFE AND WILD PLACES TO ENSURE A HEALTH ENVIRONMENT FOR ALL LIFE ON EARTH | $5,000 |
| NURSE FAMILY PARTNERSHIP | |||||||
| 1900 GRANT STREET SUITE 400 | DENVER | CO | 80203 | NONE | 501 C(3) | TO HELP PROVIDE MATERNAL AND EARLY CHILDHOOD HEALTH PROGRAMS TO FAMILIES MOST IN NEED | $20,000 |
| THE CONSERVATION FUND | |||||||
| 1655 N FORT MYER DRIVE SUITE 1300 | ARLINGTON | VA | 222093199 | NONE | 501 C(3) | TO PURSUE ENVIRONMENTAL PRESERVAION AND ECONOMIC DEVELOPMENT | $3,000 |
| THIRTEEN | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | 501 C(3) | A UNIQUE CULTURAL AND EDUCATIONAL INSTITUTION THAT HARNESSES THE POWER OF TELEVISION AND ELECTRONIC MEDIA TO INFORM, ENLIGHTEN, ENTERTAIN AND INSPIRE. | $4,000 |
| USA FOR UNHCR | |||||||
| 1310 L ST NW450 | WASHINGTON | DC | 20006 | NONE | 501 C(3) | TO PROTECT REFUGEES AND EMPOWERS THEM WITH HOPE AND OPPORTUNITY | $5,000 |
| WNYC RADIO NY PUBLIC RADIO | |||||||
| PO BOX 1550 | NEW YORK | NY | 100161550 | NONE | 501 C(3) | TO AID IN ITS MISSION "TO MAKE THE MIND MORE CURIOUS, THE HEART MORE TOLERANT AND THE SPIRIT MORE JOYFUL THROUGH EXCELLENT RADIO PROGRAMMING." | $2,500 |
| WOMEN AGAINST ABUSE | |||||||
| 100 SOUTH BROAD ST SUITE 1341 | PHILADELPHIA | PA | 19110 | NONE | 501 C(3) | TO PROVIDE ASSISTANCE TO VICTIMS OF DOMESTIC ABUSE | $15,000 |
| WORDS WITHOUT BORDERS | |||||||
| PO BOX 1658 | NEW YORK | NY | 10276 | NONE | 501 C(3) | TO HELP PROMOTE CULTURAL UNDERSTANDING THROUGH THE TRANSLATION, PUBLICATION AND PROMOTION OF THE FINEST CONTEMPORARY INTERNATIONAL LITERATURE | $10,000 |
| WORLD FOOD PROGRAM USA | |||||||
| 1725 I ST NW510 | WASHINGTON | DC | 20006 | NONE | 501 C(3) | TO SUPPORT THE GLOBAL FIGHT AGAINST HUNGER | $10,000 |
| WORLDWIDE FISTULA FUND | |||||||
| PO BOX 27879 | ST LOUIS | MO | 631461379 | NONE | 501 C(3) | TO HELP PROVIDE EXCEPTIONAL HEALTH CARE SERVICES FOR WOMEN SUFFERING FROM AND AT RISK OF OBSTETRIC FISTULA | $10,000 |
| YALE NEW HAVEN CHILDREN'S HOSPITAL | |||||||
| 20 YORK STREET | NEW HAVEN | CT | 06510 | NONE | 501 C(3) | TO HELP PROVIDE COMPREHENSIVE INPATIENT, OUTPATIENT, EMERGENCY, PRIMARY AND PREVENTIVE SERVICES FOR CHILDREN | $15,000 |
| BROOKLYN BOTANICAL GARDEN | |||||||
| 990 WASHINGTON AVE | BROOKLYN | NY | 11225 | NONE | 501 C(3) | TO INSPIRE PEOPLE OF ALL AGES THROUGH THE CONSERVATION, DISPLAY, AND ENJOYMENT OF PLANTS | $2,000 |
| THE POETRY FOUNDATION | |||||||
| 61 WEST SUPERIOR STREET | CHICAGO | IL | 60654 | NONE | 501 C(3) | INDEPENDENT LITERARY ORGANIZATION COMMITTED TO A VIGOROUS PRESENCE FOR POETRY IN OUR CULTURE | $500 |
| IRIS FOUNDATION | |||||||
| 18 W 86TH STREET | NEW YORK | NY | 10024 | NONE | 501 C(3) | ORGANIZATIONI DEDICATED TO THE SUPPORT AND ADVANCEMENT OF CONTEMPORARY CULTURE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $200,000 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,562 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $140,248 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $211,810 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $211,810 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,600 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $565,531 | EOYBookValueAmt |
| EOYFMV | $552,784 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $1,519,655 | EOYBookValueAmt |
| EOYFMV | $2,380,096 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $89,749 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $87,238 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $289,613 | BookValueAmt |
| EOYFMV | $252,551 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY | $30,304 | $30,304 | $0 |
| ADVERTISEMENT | $160 | $0 | $160 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $4,195 | $4,195 | $0 |
| NYS CHARITY FEE | $250 | $0 | $250 |
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