DAVID J SOLOWAY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DAVID J SOLOWAY FOUNDATION INC (EIN 20-1360694)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-04-25
- IRS object ID
- 202501159349101210
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-25T08:12:12-04:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201360694 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The David J Soloway Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 9176562627 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2014 S FEDERAL HWY B-107 | AddressLine1Txt |
| City | BOYNTON BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33435 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID J SOLOWAY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | 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 | $7,994,353 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $131,718 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,858 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$44,704 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $781,437 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $87,014 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $99,858 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $6,843 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,843 | LegalFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $29,728 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $22,537 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,866 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $121 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $13,639 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,592 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,076 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,694 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,435 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $190,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $190,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $247,076 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,694 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $210,435 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$160,062 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,164 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $2,004,984 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,480,917 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,994,353 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,004,984 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,480,917 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,994,353 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $67,720 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $703,715 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $67,720 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $703,715 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,937,264 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,777,202 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,937,264 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,777,202 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,004,984 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,480,917 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,937,264 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$160,062 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,777,202 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,777,202 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| AMAZON | P | 2024-02-15 | $77,123 | $75,935 | $1,188 | $1,188 |
| ARK INNOVATION ETF | P | 2024-02-15 | $1,032 | $896 | $136 | $136 |
| HUBBELL INCORPORATED | P | 2024-02-15 | $16,369 | $12,754 | $3,615 | $3,615 |
| ISHARES GOLD TR | P | 2023-12-13 | $143,535 | $149,938 | -$6,403 | -$6,403 |
| ISHARES PHLX SEMICONDUCTOR ETF | P | 2024-02-15 | $24,685 | $21,057 | $3,628 | $3,628 |
| LATTICE SEMICONDUCTOR | P | 2024-01-10 | $43,568 | $51,084 | -$7,516 | -$7,516 |
| NOVO NORDISK A S | P | 2024-10-17 | $48,233 | $43,517 | $4,716 | $4,716 |
| NVIDIA CORP | P | 2024-02-20 | $59,241 | $27,278 | $31,963 | $31,963 |
| PROSHARES BITCOIN STRATEGY ETF | P | 2024-10-17 | $133,881 | $150,059 | -$16,178 | -$16,178 |
| SUPER MICRO COMPUTER INC | P | 2024-06-17 | $137,968 | $150,060 | -$12,092 | -$12,092 |
| SUPER MICRO COMPUTER INC | P | 2024-08-08 | $83,981 | $135,243 | -$51,262 | -$51,262 |
| UNITED RENTALS INC | P | 2024-02-20 | $11,821 | $8,320 | $3,501 | $3,501 |
| ALLOCATED TO UBTI-ACQ INDEBTEDNESS | $10,813 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$33,891 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,073 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,073 | SubtotalAmt |
| Tax Based On Investment Income | $1,073 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $124 | OverpaymentAmt |
| Applied To ES Tax | $124 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Raymond DeStasio | ||||||||
| 2014 S FEDERAL HWY B-107 | BOYNTON BEACH | FL | 33435 | Dir | 1.0 | $0 | $0 | $0 |
| David J Soloway | ||||||||
| 2014 S FEDERAL HWY B-107 | BOYNTON BEACH | FL | 33435 | Pres, Dir, Treas | 1.0 | $0 | $0 | $0 |
| IAN MILLMAN | ||||||||
| 2014 S FEDERAL HWY B-107 | BOYNTON BEACH | FL | 33435 | DIR | 1.0 | $0 | $0 | $0 |
| KAREN M KIM | ||||||||
| 2014 S FEDERAL HWY B-107 | BOYNTON BEACH | FL | 33435 | DIR | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,290,075 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $809 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,290,884 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $473,797 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,817,087 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,256 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,729,831 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $286,492 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $286,492 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,073 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $4,253 | IncomeTaxAmt |
| Total Tax | $5,326 | TotalTaxAmt |
| Distributable Before Adj | $281,166 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $281,166 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $281,166 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $210,435 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $210,435 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $281,166 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $208,011 | UndistributedIncomePYAmt |
| Qualifying Distributions | $210,435 | QualifyingDistributionsAmt |
| Applied To Year1 | $208,011 | AppliedToYear1Amt |
| Applied To Current Year | $2,424 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $278,742 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMIT CHILDREN INC | |||||||
| 49 W 37TH ST 5TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | Mother-in-Israel Campaign | $50,000 |
| DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUS | |||||||
| 860 DOLWICK DR | ERLANGER | KY | 41018 | N/A | PC | Programs of Service to Disabled American Veterans | $5,000 |
| FRIENDS OF ISRAEL DISABLED VETERANS INC BEIT HALO | |||||||
| 1133 BROADWAY STE 318 | NEW YORK | NY | 10010 | N/A | PC | Programs of Service that directly benefit Disabled Israeli Veterans | $50,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | N/A | PC | Israel War Emergency Campaign | $50,000 |
| INTERNATIONAL FELLOWSHIP OF CHRISTIANS & JEWS | |||||||
| PO BOX 96105 | WASHINGTON | IL | 20090 | N/A | PC | Providing Security Program | $25,000 |
| UNIVERSITY OF MIAMI | |||||||
| 1095 NW 14TH TERRACE R-48 | MIAMI | FL | 33136 | N/A | PC | Miami Project to Cure Paralysis | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $190,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $31,860 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,858 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$10,813 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$33,891 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $21,047 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $65,967 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $87,014 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Raymond DeStasio | PersonNm |
| Short Explanation | *REMOVED FROM FOUNDATION IN DECEMBER 2023 | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM | $422,306 | $606,207 |
| APPLE INC | $94,454 | $407,496 |
| ARK INNOVATION ETF | $14,123 | $18,554 |
| BITWISE BITCOIN ETF | $183,895 | $268,831 |
| HUBBELL INCORPORATED | $94,546 | $156,891 |
| ISHARES PHLX SEMICONDUCTOR ETF | $179,792 | $232,632 |
| NVIDIA CORP | $232,908 | $449,036 |
| ORACLE CORP | $576,932 | $4,826,172 |
| SELECT SECTOR SPDR ENERGY FUND | $41,787 | $60,853 |
| TECHNOLOGY SPDR | $513,446 | $816,886 |
| UNITED RENTALS INC | $32,858 | $59,754 |
| VANECK SEMICONDUCTOR ETF | $93,870 | $91,041 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $6,843 | LegalFeesAmt |
| Disbursements Charitable Prps | $6,843 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $13,531 | $13,531 | |
| Bank Charges | $47 | $36 | |
| State or Local Filing Fees | $61 | $61 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2023 | $100 | |
| 990-PF Estimated Tax for 2024 | $1,200 | |
| 990-PF Extension for 2023 | $700 | |
| 990-T Estimated Tax for 2024 | $4,576 | |
| Foreign Tax Paid | $160 | $121 |
| STATE FEES | $130 |
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