BITAR FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BITAR FOUNDATION (EIN 26-3263340)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202423169349100347
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T12:32:03-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 WEST 42ND STREET 19TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 263263340 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BITAR FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BITA | BusinessNameControlTxt |
| Phone | 2125354041 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 EAST 91ST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE A BITAR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2125354041 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HANK MURATOVIC | PreparerPersonNm |
| PTIN | P00783192 | PTIN |
| Phone | 2123721000 | PhoneNum |
| Preparation | 2024-11-08 | 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 | $2,363,509 | 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 | $4,143 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,143 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $78,879 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,879 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$63,423 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $417,608 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,599 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,022 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $11,720 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,720 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,729 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,729 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $933 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $233 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,382 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,682 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $127,310 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $127,310 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $142,692 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,682 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $127,310 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$123,093 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,340 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $207,149 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $147,567 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $147,567 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $2,400 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $1,624,047 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,562,380 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,215,942 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,833,596 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,709,947 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,363,509 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,555,372 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,555,372 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $278,224 | RetainedEarningBOYAmt |
| Retained Earning EOY | $154,575 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,833,596 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,709,947 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,833,596 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,709,947 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,833,596 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$123,093 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,710,503 | SubtotalAmt |
| Other Decreases | $556 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,709,947 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $93,436 | $100,277 | -$6,841 | -$6,841 |
| PUBLICLY TRADED SECURITIES | P | $323,706 | $379,673 | -$55,967 | -$55,967 |
| CAPITAL GAINS DIVIDENDS | P | $466 | $466 | $466 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$62,342 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $950 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $950 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $950 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $54 | EsPenaltyAmt |
| Overpayment | $996 | OverpaymentAmt |
| Applied To ES Tax | $996 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GEORGE A BITAR | IndividualWithBooksNm |
| Phone | 2125354041 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 EAST 91ST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE A BITAR | ||||||||
| 135 EAST 91ST STREET | NEW YORK | NY | 10128 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| CLAUDIA FLEMING | ||||||||
| 135 EAST 91ST STREET | NEW YORK | NY | 10128 | TRUSTEE/TREASURER | 0.50 | $0 | $0 | $0 |
| SALIM HADDAD | ||||||||
| 135 EAST 91ST STREET | NEW YORK | NY | 10128 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,133,335 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $211,204 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,344,539 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,344,539 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,168 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,309,371 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $115,469 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $115,469 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $950 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $950 | TotalTaxAmt |
| Distributable Before Adj | $114,519 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $114,519 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $114,519 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $127,310 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $127,310 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,519 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $12,611 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $12,611 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $127,310 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $114,519 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,791 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,402 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $25,402 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $12,611 | ExcessFromYear3Amt |
| Excess From Current Year | $12,791 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGE A BITAR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GEORGE A BITAR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 EAST 91ST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2125354041 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GUNN MEMORIAL LIBRARY INC | ||||||
| PO BOX 1273 WYKEHAM ROAD | WASHINGTON | CT | 06793 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,250 |
| LIFE GENERATION USA INC | ||||||
| 1632 FIRST AVENUE 20858 | NEW YORK | NY | 10028 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $8,000 |
| LYCEE FRANCAIS DE NEW YORK | ||||||
| 505 EAST 75TH STREET | NEW YORK | NY | 10021 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 |
| NATIONAL DANCE INSTITUTE | ||||||
| 217 WEST 147TH STREET | NEW YORK | NY | 10039 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 |
| RIGHT TO PLAY | ||||||
| 26 BROADWAY 3RD FLOOR | NEW YORK | NY | 10004 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $14,300 |
| SEARCH AND CARE INC | ||||||
| 207 EAST 94TH STREET | NEW YORK | NY | 10128 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 |
| SOCIAL & ECONOMIC ACTION FOR LEBANON INC | ||||||
| 525 PARK AVENUE 5N | NEW YORK | NY | 10065 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,860 |
| STEEP ROCK ASSOCIATION INC | ||||||
| PO BOX 279 | WASHINGTON | CT | 06794 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 |
| TFL-US INCORPORATED | ||||||
| 14 EAST 4TH STREET 807 | NEW YORK | NY | 10012 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,500 |
| THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | ||||||
| 615 WEST 131ST STREET MC 8741 | NEW YORK | NY | 10027 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $14,000 |
| WASHINGTON AMBULANCE ASSOCIATION INC | ||||||
| PO BOX 294 | WASHINGTON | CT | 06794 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 |
| WORLDWIDE ORPHANS FOUNDATION | ||||||
| 244 FIFTH AVENUE K298 | NEW YORK | NY | 10001 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $21,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $127,310 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,143 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,879 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$63,423 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,599 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,599 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $22,918 | $38,587 |
| AMCOR PLC REG | $30,041 | $24,110 |
| AMGEN INC COM | $30,674 | $36,578 |
| AMN ELEC POWER CO | $40,395 | $37,199 |
| APPLE INC | $64,963 | $781,672 |
| AT&T INC | $41,413 | $35,540 |
| BCE INC | $53,535 | $45,917 |
| BRITISH AMERICAN TOBACCO SPADR | $33,221 | $26,419 |
| CANADIAN IMPERIAL BANK | $24,764 | $27,873 |
| CHEVRON CORP | $24,329 | $23,269 |
| COCA COLA COM | $22,402 | $22,275 |
| CONAGRA BRANDS INC | $23,557 | $19,346 |
| CROWN CASTLE INC | $38,673 | $29,258 |
| DOMINION ENERGY INC | $60,641 | $39,527 |
| DUKE ENERGY CORP NEW | $47,095 | $57,739 |
| ENBRIDGE INC COM | $54,912 | $52,229 |
| ENTERGY CORP NEW | $32,916 | $31,672 |
| GILEAD SCIENCES INC COM | $17,747 | $23,250 |
| HUNTNGTN BANCSHS INC MD | $37,667 | $35,832 |
| KENVUE INC | $21,193 | $22,434 |
| KIMBERLY CLARK | $45,389 | $39,855 |
| LYONDELLBASELL INDUSTRIES | $49,127 | $52,199 |
| MEDTRONIC PLC | $26,390 | $27,021 |
| NATIONAL GRID PLC | $59,244 | $55,752 |
| PAYCHEX INC | $14,698 | $14,770 |
| PFIZER INC | $46,354 | $31,266 |
| PHILIP MORRIS INTL INC | $56,262 | $63,034 |
| PNC FINANCIAL SERVICES GROUP | $47,067 | $42,584 |
| PPL CORPORATION | $24,524 | $20,867 |
| REALTY INCOME CORP | $21,751 | $18,604 |
| SANOFI ADR | $23,392 | $23,124 |
| SOUTHERN COMPANY | $34,263 | $42,913 |
| TC ENERGY CORP | $44,591 | $38,934 |
| TOTALENERGIES SE | $60,597 | $75,533 |
| TRUIST FINL CORP | $48,029 | $34,742 |
| UNILEVER PLC NEW ADR | $17,340 | $17,938 |
| UNITED PARCEL SERVICES CLASS B | $32,125 | $27,515 |
| US BANCORP | $49,039 | $43,280 |
| VERIZON COMMUNICATNS COM | $76,626 | $59,491 |
| WILLIAMS COMPANIES DEL | $40,798 | $53,011 |
| XCEL ENERGY INC | $21,718 | $22,783 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN VALUE OF INVESTMENTS | Desc |
| Amt | $556 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $203 | $203 | $0 |
| BANK FEES | $30 | $30 | $0 |
| EVENTS EXPENSE | $700 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $11,720 | Amt |
| Net Investment Income | $11,720 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $2,729 | Amt |
| Net Investment Income | $2,729 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |