JOEL FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOEL FOUNDATION (EIN 46-0795952)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-05
- IRS object ID
- 202423109349101417
- 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
- Form 990-PF
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-05T12:42:48-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELFAND RENNERT & FELDMAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 HAMILTON AVE SUITE 700 | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10601 | 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 | 460795952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Joel Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GELFAND RENNERT & FELDMAN L | InCareOfNm |
| Business Name Control | JOEL | BusinessNameControlTxt |
| Phone | 2123078000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 Hamilton Ave 700 | AddressLine1Txt |
| City | White Plains | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Todd Kamelhar | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 2123078000 | PhoneNum |
| Signature | 2024-11-04 | 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 | Stanley Lim | PreparerPersonNm |
| PTIN | P00443666 | PTIN |
| Phone | 2123078000 | PhoneNum |
| Preparation | 2024-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,526,663 | 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 |
| Interest On Sav Rev And Expnss | $38,474 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38,474 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $125,264 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $125,264 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $531,172 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,371,517 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $531,172 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $694,910 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $694,910 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $61,600 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,100 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,124 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,729 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $93 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $69,817 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,829 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $688,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $688,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $757,867 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,829 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $688,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$62,957 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $667,081 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $61,505 | CashBOYAmt |
| Cash EOY | $149,294 | CashEOYAmt |
| Cash EOYFMV | $149,294 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $317,775 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $642,905 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $642,905 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $9,389 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,829 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $9,389 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $9,389 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $448,670 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,789,472 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,599,886 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,284,245 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,276,504 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,431,324 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,440,830 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,895,755 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,832,798 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,526,663 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,895,755 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,832,798 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,895,755 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,832,798 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,895,755 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,832,798 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,895,755 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$62,957 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,832,798 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,832,798 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| L/T | $2,071,517 | $1,541,778 | $529,317 | $529,739 | |
| S/T | $300,000 | $299,092 | $908 | ||
| CAPITAL GAIN DIVIDENDS | $1,855 | P | |||
| CAPITAL GAIN DIVIDENDS | $1,855 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $531,172 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,272 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,272 | SubtotalAmt |
| Tax Based On Investment Income | $9,272 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $15,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,728 | OverpaymentAmt |
| Applied To ES Tax | $5,728 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELFAND RENNERT & FELDMAN LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123078000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 HAMILTON AVE 700 | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10601 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| William M Joel | ||||||||
| 445 Hamilton Avenue Suite 700 | White Plains | NY | 10601 | Director | 0 | $0 | $0 | $0 |
| Alexis Joel | ||||||||
| 445 Hamilton Avenue Suite 700 | White Plains | NY | 10601 | Vice President | 0 | $0 | $0 | $0 |
| Todd R Kamelhar | ||||||||
| 445 Hamilton Avenue Suite 700 | White Plains | NY | 10601 | Treasurer | 0 | $0 | $0 | $0 |
| Lee V Eastman | ||||||||
| 39 West 54th St | New York | NY | 10019 | Secretary | 0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERI WALSH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 PRESIDENT STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $41,500 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,793,812 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $731,580 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,525,392 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,525,392 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $97,881 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,427,511 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $321,376 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $321,376 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,272 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,272 | TotalTaxAmt |
| Distributable Before Adj | $312,104 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $312,104 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $312,104 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $688,050 | 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 | $688,050 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $312,104 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $364,474 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $129,889 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $808,247 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $133,899 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $520,555 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,957,064 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $688,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $312,104 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $375,946 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,333,010 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $364,474 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,968,536 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $129,889 | ExcessFromYear4Amt |
| Excess From Year3 | $808,247 | ExcessFromYear3Amt |
| Excess From Year2 | $133,899 | ExcessFromYear2Amt |
| Excess From Year1 | $520,555 | ExcessFromYear1Amt |
| Excess From Current Year | $375,946 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Oyster Bay Music Festival | ||||||||
| 37 Hildreth Ave | Halesite | NY | 11743 | NONE | PC | GENERAL | $5,000 | |
| Nassau Boces | ||||||||
| 71 Clinton Rd | Garden City | NY | 11530 | NONE | PC | GENERAL | $181,050 | PO Box 9195 |
| The Perlman Music Program | ||||||||
| 19 West 69th Street | New York | NY | 10023 | NONE | PC | GENERAL | $25,000 | Ste 1101 |
| Sweet Relief Musicians Fund | ||||||||
| 2650 E Imperial Hwy | Brea | CA | 92821 | NONE | PC | GENERAL | $10,000 | |
| Exploring the Arts | ||||||||
| 34-12 36th Street | Astoria | NY | 11106 | NONE | PC | GENERAL | $197,000 | Suite 2-100 |
| THE EVERGLADES FOUNDATION | ||||||||
| 1801 OLD CUTLER ROAD | PALMETTO BAY | FL | 33157 | NONE | PC | GENERAL | $50,000 | SUITE 625 |
| ROAD RECOVERY FOUNDATION | ||||||||
| 220 WEST 79TH STREET | NEW YORK | NY | 10024 | NONE | PC | GENERAL | $35,000 | PHE |
| ELAINE KAUFMAN CULTURAL CENTER | ||||||||
| 129 WEST 67TH STREET | NEW YORK | NY | 10023 | NONE | GENERAL | $25,000 | ||
| EAST END ARTS | ||||||||
| 133 EAST MAIN STREET | RIVERHEAD | NY | 11901 | NONE | GENERAL | $25,000 | ||
| THE AFRO-LATIN JAZZ ALLIANCE | ||||||||
| 215 EAST 99TH STREET 012 | NEW YORK | NY | 10029 | NONE | PC | GENERAL | $15,000 | |
| METROPOLITAN YOUTH ORCHESTRA SOCIETY | ||||||||
| 13 MYRTLE STREET | MANHASSET | NY | 11030 | NONE | PC | GENERAL | $15,000 | 2ND FLOOR |
| THE CHRISTEEN OYSTER SLOOP PRESERVATION | ||||||||
| PO BOX 386 | OYSTER BAY | NY | 11771 | NONE | PC | GENERAL | $10,000 | |
| JTCF | ||||||||
| 1881 WANTAGH AVENUE | WANTAGH | NY | 11793 | NONE | PC | GENERAL | $5,000 | |
| RITES OF SPRING MUSIC FESTIVAL | ||||||||
| PO BOX 41 | SOUTHOLD | NY | 11971 | NONE | PC | GENERAL | $5,000 | |
| LUPUS FOUNDATION OF AMERICA | ||||||||
| 2121 K STREET SUITE 200 | WASHINGTON | DC | 20037 | NONE | GENERAL | $5,000 | ||
| LONG ISLAND MUSIC HALL OF FAME | ||||||||
| 129 MAIN STREET | STONYBROOK | NY | 11790 | NONE | PC | GENERAL | $30,000 | PO BOX 737 |
| EAST HAMPTON LIBRARY | ||||||||
| 159 MAIN STREET | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $688,050 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,474 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $125,264 | 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) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $531,172 | 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) |
|---|---|---|
| Exclusion | $694,910 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $694,910 | 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 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | CHERI WALSH | ContractorPersonNm |
| Explanation | CONSULTANT | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOA - BONDS | BondNm |
| EOY Book Value | $2,431,324 | EOYBookValueAmt |
| EOYFMV | $2,440,830 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BOA - STOCK | StockNm |
| EOY Book Value | $1,599,886 | EOYBookValueAmt |
| EOYFMV | $3,284,245 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $93 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| UST INVESTMENT MANAGEMENT FEES | $20,100 | $20,100 |
| CONSULTING FEES | $41,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FILING FEES | $395 | |
| FOREIGN TAX ON DIVIDENDS | $42 | $42 |
| FEDERAL | $7,687 | $7,687 |
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