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SCHOENHUT FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SCHOENHUT FAMILY FOUNDATION INC (EIN 27-3971234)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-04
IRS object ID
202423099349100517
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)
Return2024-11-04T16:28:24-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1485 LEXINGTON AVE - FLOOR 11AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273971234EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHOENHUT FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSCHOBusinessNameControlTxt
Phone7189862981PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line147 FERRY ROADAddressLine1Txt
CitySAG HARBORCityNm
State AbbreviationNYStateAbbreviationCd
ZIP119631331ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFREDERICK W SCHOENHUTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7189862981PhoneNum
Signature2024-11-04SignatureDt
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 LEVYPreparerPersonNm
PTINP01320401PTIN
Phone2125725500PhoneNum
Preparation2024-11-04PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,029,084FMVAssetsEOYAmt
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$9InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$9InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$48,716DividendsRevAndExpnssAmt
Dividends Net Invst Incm$48,716DividendsNetInvstIncmAmt
Dividends Adj Net Incm$48,716DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$6,124NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$73,674GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$42,851TotalRevAndExpnssAmt
Total Net Invst Incm$48,725TotalNetInvstIncmAmt
Total Adj Net Incm$48,725TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$2,126TaxesRevAndExpnssAmt
Taxes Net Invst Incm$413TaxesNetInvstIncmAmt
Taxes Adj Net Incm$2,126TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$21,516OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$13,793OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$21,516OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,642TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,206TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$23,642TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$117,720ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$117,720ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$141,362TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,206TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$23,642TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$117,720TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$98,511ExcessRevenueOverExpensesAmt
Net Investment Income$34,519NetInvestmentIncomeAmt
Adjusted Net Income$25,083AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$149,276SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$12,591SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$12,591SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,567,198OtherInvestmentsBOYAmt
Other Investments EOY$1,605,372OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,016,493OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,716,474TotalAssetsBOYAmt
Total Assets EOY$1,617,963TotalAssetsEOYAmt
Total Assets EOYFMV$2,029,084TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,716,474NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,617,963NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,716,474TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,617,963TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,716,474TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,617,963TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,716,474TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$98,511ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,617,963SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,617,963TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF2022-02-172023-07-10$46,129$51,915-$5,786-$5,786
BLACKROCK SHORT DURATION2021-01-282023-02-06$10,985$11,153-$168-$168
BLACKROCK SHORT DURATION2021-01-282023-02-09$5,002$5,074-$72-$72
BLACKROCK SHORT DURATION2021-01-282023-03-15$6,546$6,632-$86-$86
BLACKROCK SHORT DURATION2021-01-282023-11-24$5,012$5,024-$12-$12
FieldValueIRS element (for citing)
Capital Gain Net Income-$6,124CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$480InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$480SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$480TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$480TaxDueAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7189862981PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line147 FERRY ROADAddressLine1Txt
CitySAG HARBORCityNm
State AbbreviationNYStateAbbreviationCd
ZIP119631331ZIPCd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FRED W SCHOENHUT
311 SYLVANIA AVENUEAVON BY THE SEANJ07717PRES & TREAS5.00$0$0$0
LAURIE E SCHOENHUT
311 SYLVANIA AVENUEAVON BY THE SEANJ07717V PRES & SEC2.00$0$0$0
SARAH H SCHOENHUT
75 WALL STREET APT 30PNEW YORKNY10005DIRECTOR1.00$0$0$0
FRED W SCHOENHUT V
119 SPRING RIDGE DRIVEBERKELEY HEIGHTSNJ07922DIRECTOR1.00$0$0$0
ZACHARY J SCHOENHUT
311 SYLVANIA AVENUEAVON BY THE SEANJ07717DIRECTOR1.00$0$0$0
CHRISTOPHER J SCHOENHUT
7 HARRISON CTSUMMITNJ07901DIRECTOR1.00$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$1,859,083AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$105,484AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,964,567TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,964,567AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,469CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,935,098NetVlNoncharitableAssetsAmt
Minimum Investment Return$96,755MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$96,755MinimumInvestmentReturnAmt
Tax Based On Investment Income$480TaxBasedOnInvestmentIncomeAmt
Total Tax$480TotalTaxAmt
Distributable Before Adj$96,275DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$96,275DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$96,275DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$117,720ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$117,720QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$96,275DistributableAsAdjustedAmt
Undistributed Income PY$100,599UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$117,720QualifyingDistributionsAmt
Applied To Year1$100,599AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$17,121AppliedToCurrentYearAmt
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$79,154UndistributedIncomeCYAmt
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)
Contributing ManagerFRED W SCHOENHUTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (94 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCountryRecipientForeignAddress/CountryCd
ACADEMY OF OUR LADY OF PEACE FOUNDATION INC
99 SOUTH STNEW PROVIDENCENJ07974NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$3,000
ALZHEIMERS ASSOCIATION LONG ISLAND CHAPTER
3821 VETERANS MEMORIAL HIGHWAYRONKONKOMAMA11779NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$250
AMERICAN CANCER SOCIETY INC
3380 CHASTIN MEADOWS PKY NW NO 2KENNESAWGA30144NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$100
AMERICAN FRIENDS OF THE FUNDACION CARDIOINFANTIL-IC
9918 MEADOWLARK ROADVIENNAVA22182NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$250
ANIMAL HAVEN INC
200 CENTRE STNEW YORKNY10013NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$1,000
ANNUAL CATHOLIC APPEAL
PO BOX 70170TRENTONNJ07101NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$3,500
APROPOS-HOUSING OPPORTUNITIES AND MANAGEMENT ENTERPRISES INC
141 THOMPKINS AVENUE 3RD FLOORPLEASANTVILLENY10570NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
AVON BY THE SEA BEACH FOUNDATION INC
323 SYLVANIA AVEAVON BY THE SEANJ07717NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$200
AVON BY THE SEA EDUCATION FOUNDATION
505 LINCOLN AVENUEAVON BY THE SEANJ07717NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$250
AVON-BY-THE-SEA FIRE DEPARTMENT
PO BOX 202AVON BY THE SEANJ07717NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
AVON-BY-THE-SEA FIRST AID & SAFETY SQUAD
PO BOX 3AVON BY THE SEANJ07717NONEPCTO HELP FUND THE FIRST AID OPERATIONS$500
AVON-BY-THE-SEA HISTORICAL SOCIETY
227 WOODWARD AVENUEAVON BY THE SEANJ07717NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$200
BERKELEY HEIGHTS PBA LOCAL 144 CIVIC ASSOCIATION INC
29 PARK AVENUEBERKELEY HEIGHTSNJ07922NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
BERKELEY HEIGHTS RESCUE SQUAD INC
378 SNYDER AVENUEBERKELEY HEIGHTSNJ07922NONEPCTO HELP FUND THE FIRST AID OPERATIONS$1,000
BERKELEY HEIGHTS VOLUNTEER FIRE COMPANY
651 PLAINFIELD AVENUEBERKELEY HEIGHTSNJ07922NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
BRADLEY BEACH PBA LOCAL #50
509 MAIN ST STE 4AVON BY THE SEANJ07717NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$250
BROWN UNIVERSITY SPORTS FOUNDATION
CONTROLLERS OFFICE BOX JPROVIDENCERI02912NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$2,000
CALCAGNINI ALS FOUNDATION INC
528 CHAPEL STREETNEW HAVENCT06511NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$250
CATHOLIC CHARITIES OF THE DIOCESE OF ROCKVILLE CENTRE
90 CHERRY LANEHICKSVILLENY11801NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$1,500
CATHOLIC CHARITIES USA
2050 BALLENGER AVENUEALEXANDRIAVA22314NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$2,000
CENTRAL NEW JERSEY COLUMBIAN CHARITIES A NJ NONPROFIT CORP
57 LAWRENCIA DRLAWRENCEVILLENJ08648NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
CHAMINADE DEVELOPMENT FUND INC
270 DUCK POND ROADLOCUST VALLEYNY11560NONEPCDONATION TO SCHOOL TORCH FUND$2,500
CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION
3401 CIVIC CENTER BOULEVARDPHILADELPHIAPA19104NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$250
CHILDRENS MUSEUM OF THE EAST END
PO BOX 316BRIDGEHAMPTONNY11932NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$250
CHURCH OF OUR LADY OF MOUNT CARMEL
627 EAST 187TH STREETBRONXNY10458NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$100
CLARKSON UNIVERSITY
GIFT PLANNING OFFICER BOX 5522POTSDAMNY13699NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$5,000
DAI FRIENDS & ALUMNI ASSOCIATION
PCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$5,0006800 AA ARNHEMNL
DEBRA OF AMERICA
75 BROAD STREET SUITE 300NEW YORKNY10004NONEPCPROGRAM SERVICES TO INDIVIDUALS AFFECTED BY DISEASES$5,000
DIOCESE OF NEW JERSEY
808 W STATE STREETTRENTONNJ08618NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$100
EMERGENCY CHILDREN'S HELP ORGANIZATION
3041 VETERANS ROAD WEST SUITE 2STATEN ISLANDNY10309NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
FRANZISKA RACKER CENTERS INC
3226 WILKINS RDITHACANY14850NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$200
FULFILL - FOODBANK OF MONMOUTH AND OCEAN COUNTIES
3300 ROUTE 66NEPTUNENJ07753NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$250
GARDEN OF DREAMS FOUNDATION
2 PENNSYLVANIA PLAZANEW YORKNY10121NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$5,200
GARDENS OF AVON BY THE SEA
PO BOX 365AVON BY THE SEANJ07717NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
GAY MEN'S HEALTH CRISIS INC
446 WEST 33 STREETNEW YORKNY10001NONEPCDONATE TO THE ORGANIZATION'S FIGHT AGAINST HIV/AIDS$1,000
HABITAT FOR HUMANITY INTERNATIONAL INC
322 W LAMAR STREETAMERICUSGA31709NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$250
HERMANSKY-PUDLAK SYNDROME NETWORK
ONE SOUTH ROADOYSTER BAYNY11771NONEPCSUPPORT TO INDIVIDUALS AFFECTED BY DISEASE$2,500
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$1,000
HOLY CHILD ACADEMY
25 STORE HILL ROADOLD WESTBURYNY11568NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$250
HOSPICE OF ST LAWRENCE VALLEY INC
6805 US HIGHWAY 11POTSDAMNY13676NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$250
JILLIAN E DALY FOUNDATION
111 HAMILTON ROADROCKVILLE CENTRENY11570NONEPCRESEARCH OF AUTOIMMUNE AND BLOOD DISORDER DISEASES$750
JOAN DANCY AND PALS FOUNDATION
1 RIVERVIEW PLAZARED BANKNJ07701NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$1,000
KNIGHTS OF COLUMBUS CHARITIES INC
PO BOX 613DEMINGNM88031NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$2,250
LEAD THE WAY FUND INC
PO BOX 281HINGHAMMA02043NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$100
MADONNA HOUSE INC
1401 SEVENTH AVENUENEPTUNENJ07753NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$250
MARY'S PLACE BY THE SEA INC
PO BOX 86OCEAN GROVENJ07756NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$1,000
MERCURY ONE INC
PO BOX 140489IRVINGTX75014NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
METROPOLITAN JEWISH HEALTH SYSTEM FOUNDATION
6323 SEVENTH AVENUE 3RD FLOORBROOKLYNNY11220NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$1,500
MINISTER ELDERS AND DEACONS OF THE REFORMED PROTESTANT CHURCH OF THE CITY O
500 5TH AVENUENEW YORKNY10110NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$1,000
MOVEMBER FOUNDATION
8559 HIGUERA STREETCULVER CITYCA90232NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
NATIONAL MULTIPLE SCLEROSIS SOCIETY
733 THIRD AVENUENEW YORKNY10017NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
NATIONAL POLICE ASSOCIATION INC
8710 BASH STREETINDIANAPOLISIN46250NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$100
NEW YORK CITY POLICE FOUNDATION INC
555 FIFTH AVENUE 15TH FLOORNEW YORKNY10017NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$1,000
ONE TO WORLD INC
307 SEVENTH AVENUE SUITE 2003NEW YORKNY10001NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$1,000
OPERATION BEACHHEAD INC
PO BOX 333MANASQUANNJ08736NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$100
PARISH OF ST TERESA OF CALCUTTA
501 BRINLEY AVENUEBRADLEY BEACHNJ07720NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$10,000
PARKINSON'S FOUNDATION
200 SE 1ST ST NO 800MIAMIFL33131NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
PATROLMANS BENEVOLENT ASSOCIATION OF SOUTHAMPTON TOWN INC
PO BOX 591SPEONKNY11972NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$200
PLAY LIKE A CHAMPION TODAY EDUCATIONAL SERIES INC
PO BOX 72NOTRE DAMEIN46556NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$2,000
RENSSELAER FALLS CEMETERY ASSOCIATION
PO BOX 75RENSSELAER FALLSNY13680NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
ROMAN CATHOLIC DIOCESE OF ROCKVILLE CENTRE
PO BOX 9023ROCKVILLE CENTRENY11571NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
SAG HARBOR FIRE DEPARTMENT
PO BOX 209SAG HARBORNY11963NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$100
SAG HARBOR VFW
PO BOX 748SAG HARBORNY11963NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$100
SAG HARBOR VILLAGE POLICE BENEVOLENT ASSOCIATION
PO BOX 1293SAG HARBORNY11963NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
SAG HARBOR VOLUNTEER AMBULANCE CORPS
PO BOX 2725SAG HARBORNY11963NONEPCTO HELP FUND VOLUNTEER AMBULANCE OPERATIONS$500
SSADH ASSOCIATION INC
PO BOX 180622DELAFIELDWI53018NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$250
ST FRANCIS HOSPITAL FOUNDATION INC (TO 2026)
100 PORT WASHINGTON BOULEVARDROSLYNNY11576NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$1,500
ST ANDREW CHURCH
122 DIVISION STREETSAG HARBORNY11963NONEPCRELIGIOUS EDUCATION$5,000
ST ANTHONY'S GUILD
144 WEST 32ND STREETNEW YORKNY10001NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
ST COLEMAN CATHOLIC SCHOOL
2250 SE 12TH STREETPOMPANO BEACHFL33062NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$3,000
ST ROSE CHURCH
603 SEVENTH AVENUEBELMARNJ62230NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
ST ROSE SCHOOL
607 7TH AVENUEBELMARNJ07719NONEPCRELIGIOUS EDUCATION$500
ST TERESA OF AVILA CHURCH
306 MORRIS AVENUESUMMITNJ07901NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$3,000
STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
STONY BROOK FOUNDATION
230 ADMINISTRATIONSTONY BROOKNY11794NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$100
SUMMIT DOWNTOWN INC
18 BANK ST 1ESUMMITNJ07901NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
SUMMIT FMBA LOCAL #54
396 BROAD STSUMMITNJ07901NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
SUMMIT FREE PUBLIC LIBRARY FOUNDATION INC
75 MAPLE STSUMMITNJ07902NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
SUMMIT PBA LOCAL #55
PO BOX 552SUMMITNJ07902NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
THE BARUCH COLLEGE FUND
ONE BERNARD BARUCH WAY BOX A-1603NEW YORKNY10010NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$1,000
THE CENTER IN ASBURY PARK INC
806 THIRD AVENUEASBURY PARKNJ07712NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$250
THE CHURCH OF THE LITTLE FLOWER
290 PLAINFIELD AVENUEBERKELEY HEIGHTSNJ07922NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$1,000
THE DE LA SALLE SCHOOL
87 PINE STREETFREEPORTNY11520NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
THE HAYGROUND SCHOOL INC
151M MITCHELLS LANE PO BOX 1827BRIDGEHAMPTONNY11932NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$4,120
THE NATIONAL FALLEN OFFICER FOUNDATION
1025 CONNECTICUT AVE NW STE 1000WASHINGTONDC20036NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
THE TREVOR PROJECT INC
PO BOX 69232WEST HOLLYWOODCA90069NONEPCDONATION TO HELP PREVENT YOUTH SUICIDE$500
TRI-SHORE LITTLE LEAGUE
PO BOX 609SPRING LAKENJ07762NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$100
TRUSTEES OF BOSTON UNIVERSITY
330 S CAMPUS AVNUEOXFORDOH45056NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
TRUSTEES OF TUFTS COLLEGE
161 COLLEGE AVENUEMEDFORDMA02155NONEPCFOR THE BENEFIT OF MEN'S LACROSSE PROGRAM$1,000
UNIVERSITY OF NOTRE DAME
124 CORBY HALLNOTRE DAMEIN46556NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$100
UNIVERSITY OF NOTRE DAME
124 CORBY HALLNOTRE DAMEIN46557NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$5,000
UNIVERSITY OF NOTRE DAME
124 CORBY HALLNOTRE DAMEIN46556NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
UNIVERSITY OF NOTRE DAME
124 CORBY HALLNOTRE DAMEIN46558NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$117,720TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$48,716RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$6,124RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$42,601RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$42,601TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3N/A
4N/A
8N/A

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 Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (11 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ISHRS TRST CORE S&P 500AT COST$444,327$709,281
ISHRS RUSSELL MIDCAP ETFAT COST$309,865$438,319
ISHRS RUSSELL 2000 ETFAT COST$64,526$90,721
ISHRES MSCI CANADA ETFAT COST$37,562$49,995
ISHRES 7-10 YR TREAS BD ETFAT COST$197,770$170,610
ISHRES ST MAT BOND ETFAT COST$291,238$294,279
ISHRES MSCI UK ETFAT COST$56,500$67,058
VANGUARD LONG TERM TREAS ETFAT COST$85,612$72,544
ISHARES MSCI MEXICO ETFAT COST$24,917$27,004
WISDOMTREE EMERGING MARKETS HIGH DIVID FUND ETFAT COST$24,944$26,930
US TSY NOTE 00.875 % DUE 01/31/24 DTDAT COST$68,111$69,752

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$13,793$13,793$13,793$0
MISC EXPENSES$42$0$42$0
ACCOUNTING FEES$7,681$0$7,681$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAXES$1,463$0$1,463$0
FOREIGN TAXES PAID$413$413$413$0
STATE FILING FEES$250$0$250$0

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