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PETER AND ROSANNE ARESTY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
PETER AND ROSANNE ARESTY FOUNDATION (EIN 31-6666451)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-09-26
IRS object ID
202402709349100610
Schema version
2023v5.1
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)
Return2024-09-26T13:32:44-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN871353108PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNER ADVISORY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 WOOD AVENUE SOUTHAddressLine1Txt
CityISELINCityNm
State AbbreviationNJStateAbbreviationCd
ZIP088302700ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN316666451EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PETER & ROSANNE ARESTY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O ALFRED DUNNERBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPETEBusinessNameControlTxt
Phone2129446660PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11333 BROADWAY 12TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER ARESTYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2129446660PhoneNum
Signature2024-07-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL GRANTPreparerPersonNm
PTINP01231294PTIN
Phone7322437000PhoneNum
Preparation2024-06-28PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,623,540FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$250ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$31,937InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$31,937InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$48,682DividendsRevAndExpnssAmt
Dividends Net Invst Incm$48,682DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11,215NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$283,255GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,215CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$12OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$12OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$92,096TotalRevAndExpnssAmt
Total Net Invst Incm$91,846TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$4,017OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,017OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$249InterestRevAndExpnssAmt
Interest Net Invst Incm$249InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$3,260TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,510TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$250TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,888OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,877OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$11OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,414TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,653TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$261TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$175,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$175,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$185,464TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,653TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$175,311TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$93,368ExcessRevenueOverExpensesAmt
Net Investment Income$83,193NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$97,007CashBOYAmt
Cash EOY$121,874CashEOYAmt
Cash EOYFMV$121,874CashEOYFMVAmt
Corporate Stock BOY$3,073,142CorporateStockBOYAmt
Corporate Stock EOY$2,954,907CorporateStockEOYAmt
Corporate Stock EOYFMV$3,501,666CorporateStockEOYFMVAmt
Total Assets BOY$3,170,149TotalAssetsBOYAmt
Total Assets EOY$3,076,781TotalAssetsEOYAmt
Total Assets EOYFMV$3,623,540TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,170,149RetainedEarningBOYAmt
Retained Earning EOY$3,076,781RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,170,149TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,076,781TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,170,149TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,076,781TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,170,149TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$93,368ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,076,781SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,076,781TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GOLDMAN SACHS 051-69374-5P2023-01-012023-12-31$40,469$39,343$1,126$1,126
GOLDMAN SACHS 051-69374-5P2023-01-012023-12-31$89,531$75,204$14,327$14,327
GOLDMAN SACHS 055-02947-4P2023-01-012023-12-31$149,282$153,343-$4,061-$4,061
GOLDMAN SACHS 055-02947-4P2023-01-012023-12-31$3,973$4,150-$177-$177
FieldValueIRS element (for citing)
Capital Gain Net Income$11,215CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,156InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,156SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,156TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,274EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,274TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,118OverpaymentAmt
Applied To ES Tax$1,118AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksALFRED DUNNER INCIndividualWithBooksNm
Phone2129446660PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11333 BROADWAY 12TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER ARESTY
1333 BROADWAY 12TH FLOORNEW YORKNY10018TRUSTEE5.00$0$0$0
ROSANNE ARESTY
1333 BROADWAY 12TH FLOORNEW YORKNY10018TRUSTEE5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,387,552AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$116,313AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,503,865TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,503,865AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$52,558CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,451,307NetVlNoncharitableAssetsAmt
Minimum Investment Return$172,565MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$172,565MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,156TaxBasedOnInvestmentIncomeAmt
Total Tax$1,156TotalTaxAmt
Distributable Before Adj$171,409DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$171,409DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$171,409DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$175,311ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$175,311QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$171,409DistributableAsAdjustedAmt
Undistributed Income PY$173,816UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$175,311QualifyingDistributionsAmt
Applied To Year1$173,816AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,495AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$169,914UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A WISH COME TRUE INC
1010 WARWICK AVEWARWICKRI02888NONEPCFOR THE USE OF THE DONEE ORGANIZATION$1,000
AT HOME ON THE SOUND
545 TOMPKINS AVEMAMARONECKNY10543NONEPCFOR THE USE OF THE DONEE ORGANIZATION$500
BLYTHEDALE CHILDREN'S HOSPITAL SERVICE
95 BRADHURST AVENUEVALHALLANY10595NONEPCFOR THE USE OF THE DONEE ORGANIZATION$1,000
BOWDOIN COLLEGE
255 MAINE STBRUNSWICKME04011NONEPCFOR THE USE OF THE DONEE ORGANIZATION$10,000
BUFFALO BILL CENTER OF THE WEST
720 SHERIDAN AVECODYWY82414NONEPCFOR THE USE OF THE DONEE ORGANIZATION$1,000
BUZZARD'S BAY COALITION
114 FRONT STNEW BEDFORDMA02740NONEPCFOR THE USE OF THE DONEE ORGANIZATION$1,000
COMMUNITY RESOURCE FOUNDATION
134 CENTER AVEMAMARONECKNY10543NONEPCFOR THE USE OF THE DONEE ORGANIZATION$5,000
EMELIN THEATRE
153 LIBRARY LNMAMARONECKNY10543NONEPCFOR THE USE OF THE DONEE ORGANIZATION$10,000
FIRST GENERATION SCHOLARSHIP FUND
PO BOX 237LINCOLNAL35096NONEPCFOR THE USE OF THE DONEE ORGANIZATION$5,000
FSHD SOCIETY
450 BEDFORD STREETLEXINGTONMA02420NONEPCFOR THE USE OF THE DONEE ORGANIZATION$500
HABITAT FOR HUMANITY
285 PEACHTREE CENTER AVE NE STEATLANTAGA30303NONEPCFOR THE USE OF THE DONEE ORGANIZATION$1,0002700
HARBOR ISLAND CONSERVANCY
180 E PROSPECT AVEMAMARONECKNY10543NONEPCFOR THE USE OF THE DONEE ORGANIZATION$1,000
ICHAN SCHOOL OF MEDICINE AT MT SINAI
1 GUSTAVE LEVY PLNEW YORKNY10029NONEPCFOR THE USE OF THE DONEE ORGANIZATION$25,000
JAY HERITAGE CENTER
210 BOSTON POST RDRYENY10580NONEPCFOR THE USE OF THE DONEE ORGANIZATION$10,000
LATINO U COLLEGE ACCESS
75 VIRGINIA RDWHITE PLAINSNY10603NONEPCFOR THE USE OF THE DONEE ORGANIZATION$1,500
MAMARONECK HISTORICAL SOCIETY
740 W BOSTON POST RD 300MAMARONECKNY10543NONEPCFOR THE USE OF THE DONEE ORGANIZATION$500
MAMARONECK LARCHMONT STUDENT AID FUND
PO BOX 606LARCHMONTNY10538NONEPCFOR THE USE OF THE DONEE ORGANIZATION$2,500
NAT POLICE & TROOPERS ASSOC
5632 BEERIDGE RD SUITE 200SARASOTAFL34233NONEPCFOR THE USE OF THE DONEE ORGANIZATION$50
NEW YORK UNIVERSITY
665 BROADWAY 10TH FLOORNEW YORKNY10012NONEPCFOR THE USE OF THE DONEE ORGANIZATION$5,500
OBERLIN COLLEGE
BOSWORTH HALL 50 WEST LORAIN STREETOBERLINOH44074NONEPCFOR THE USE OF THE DONEE ORGANIZATION$2,500
OPEN DOOR FOUNDATION
165 MAIN STOSSININGNY10562NONEPCFOR THE USE OF THE DONEE ORGANIZATION$1,000
OUR SISTER'S SCHOOL
145 BROWNELL AVENEW BEDFORDMA02740NONEPCFOR THE USE OF THE DONEE ORGANIZATION$3,500
SKIDMORE COLLEGE
815 N BROADWAYSARATOGA SPRINGSNY12866NONEPCFOR THE USE OF THE DONEE ORGANIZATION$20,000
STEER FOR STUDENT ATHLETES
304 MIDLAND AVEPORT CHESTERNY10573NONEPCFOR THE USE OF THE DONEE ORGANIZATION$1,000
THE NATIONAL ARTS CLUB
15 GRAMERCY PARK SOUTHNEW YORKNY10003NONEPCFOR THE USE OF THE DONEE ORGANIZATION$2,500
THE WINDWARD SCHOOL
212 E 93RD STREETNEW YORKNY10128NONEPCFOR THE USE OF THE DONEE ORGANIZATION$2,500
THIRTEEN WNET
825 8TH AVENEW YORKNY10019NONEPCFOR THE USE OF THE DONEE ORGANIZATION$1,000
WESTPORT HISTORICAL SOCIETY
25 DRIFT RDWESTPORTMA02790NONEPCFOR THE USE OF THE DONEE ORGANIZATION$500
WESTPORT LAND CONSERVATION TRUST
830 DRIFT RDWESTPORTMA02790NONEPCFOR THE USE OF THE DONEE ORGANIZATION$10,000
WESTPORT RIVER WATERSHED ALLIANCE
493 OLD COUNTY RDWESTPORTMA02790NONEPCFOR THE USE OF THE DONEE ORGANIZATION$2,500
WESTPORT WOMEN'S CLUB
44 IMPERIAL AVEWESTPORTCT06880NONEPCFOR THE USE OF THE DONEE ORGANIZATION$2,500
YOUTH ADVOCACY FONDATION
44 BROMFIELD STREET 2ND FLOORBOSTONMA02108NONEPCFOR THE USE OF THE DONEE ORGANIZATION$7,500
YPIE SCHOLARS PROGRAM
86 MAIN STYONKERSNY10701NONEPCFOR THE USE OF THE DONEE ORGANIZATION$5,000
FORMAN SCHOOL
12 NORFOLK RDLITCHFIELDCT06759NONEPCFOR THE USE OF THE DONEE ORGANIZATION$25,000
FREE AND FAIR LITIGATION GROUP
266 W 37TH STREET 20TH FLOORNEW YORKNY10036NONEPCFOR THE USE OF THE DONEE ORGANIZATION$2,500
NATIONAL BRAIN TUMOR SOCIETY
55 CHAPEL STREET SUITE 006NEWTONMA02458NONEPCFOR THE USE OF THE DONEE ORGANIZATION$500
NEW YORK CITY CENTER
131 W 55TH STNEW YORKNY10019NONEPCFOR THE USE OF THE DONEE ORGANIZATION$2,500
THE CARVER CENTER
938 YORK ROADBALTIMOREMD21204NONEPCFOR THE USE OF THE DONEE ORGANIZATION$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$175,050TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,937ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48,682ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$12ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$11,215ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$91,846ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$91,846TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
T.ROWE PRICE HIGH YLD FUND$289,921$253,342
GS TAX-ADV GLOBAL EQUITY FUND$1,674,810$2,297,199
GS: CORPORATE FIXED INCOME$990,176$951,125

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BOND PREMIUM$2,877$2,877$0
DISTRIBUTION FEES$11$0$11

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescORDINARY GAINDesc
Revenue And Expenses Per Books$12RevenueAndExpensesPerBooksAmt
Net Investment Income$12NetInvestmentIncomeAmt
Adjusted Net Income$12AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$4,017Amt
Net Investment Income$4,017NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NEW YORK STATE FILING FEE$250$0$250
FOREIGN TAXES PAID$1,510$1,510$0
EXCISE TAX$1,500$0$0

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