JANDON FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JANDON FOUNDATION (EIN 13-6199442)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-25
- IRS object ID
- 202432999349101203
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-25T16:34:24-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131302847 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAXWELL SHMERLER & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 81 MAIN STREET STE 207 | 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 | 136199442 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANDON FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O LESLIE CECIL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAND | BusinessNameControlTxt |
| Phone | 9142443770 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 DEER KNOLL | AddressLine1Txt |
| City | MOUNT KISCO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10549 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESLIE CECIL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9142443770 | PhoneNum |
| Signature | 2024-10-24 | 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 | WILLIAM SHMERLER | PreparerPersonNm |
| PTIN | P01323169 | PTIN |
| Phone | 9146810400 | PhoneNum |
| Preparation | 2024-10-24 | 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 | $57,205,273 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $399,737 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $399,737 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$333,834 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,284,312 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $759,046 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $759,046 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $824,949 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,158,783 | 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 |
| Accounting Fees Rev And Expnss | $25,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $25,000 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $330,254 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $328,584 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,670 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $355,254 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $328,584 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,670 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,497,909 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,497,909 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,853,163 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $328,584 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,524,579 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,028,214 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $830,199 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,176,622 | CashBOYAmt |
| Cash EOY | $551,661 | CashEOYAmt |
| Cash EOYFMV | $551,661 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $881,302 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $473,061 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $473,061 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $28,345,196 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,172,692 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,008,768 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $28,664,460 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $25,841,952 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,171,783 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $59,067,580 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,039,366 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,205,273 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $59,067,580 | RetainedEarningBOYAmt |
| Retained Earning EOY | $56,039,366 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,067,580 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $56,039,366 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $59,067,580 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $56,039,366 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,067,580 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,028,214 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $56,039,366 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $56,039,366 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB 9849-8792 | P | $260,809 | $239,014 | $21,795 | $21,795 |
| CHARLES SCHWAB 9849-8792 | P | $2,031,647 | $1,668,025 | $363,622 | $363,622 |
| CHARLES SCHWAB 2656-7740 | P | $59,083 | $64,059 | -$4,976 | -$4,976 |
| CHARLES SCHWAB 2656-7740 | P | $918,271 | $962,476 | -$44,205 | -$44,205 |
| CHARLES SCHWAB 7209-7568 | P | $3,905,774 | $4,684,572 | -$778,798 | -$778,798 |
| CAPITAL GAINS DIVIDENDS | P | $108,728 | $108,728 | $108,728 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$333,834 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,540 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,540 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,540 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $168,344 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $168,344 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $156,804 | OverpaymentAmt |
| Applied To ES Tax | $156,804 | 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 | 0 | 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 | LESLIE CECIL | IndividualWithBooksNm |
| Phone | 9142443770 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 DEER KNOLL | AddressLine1Txt |
| City | MOUNT KISCO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10549 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| LESLIE CECIL | ||||||||
| 44 DEER KNOLL | BEDFORD | NY | 10549 | PRES/DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALEC CECIL | ||||||||
| 1441 ROOSEVELT PLACE | PELHAM | NY | 10803 | VP/DIRECTOR | 0.00 | $0 | $0 | $0 |
| JAMES C MICHAEL | ||||||||
| 44 DEER KNOLL | BEDFORD | NY | 10549 | TREAS/DIRECTOR | 0.00 | $0 | $0 | $0 |
| DIANE ZULTOWSKY | ||||||||
| 1441 ROOSEVELT PLACE | PELHAM | NY | 10803 | SEC/DIRECTOR | 0.00 | $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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $54,600,994 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,541,323 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $56,142,317 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $56,142,317 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $842,135 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $55,300,182 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,765,009 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,765,009 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,540 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,540 | TotalTaxAmt |
| Distributable Before Adj | $2,753,469 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,753,469 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,753,469 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,524,579 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,524,579 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,753,469 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,726,816 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,524,579 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,726,816 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $797,763 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,955,706 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH WORLD SERVICES | |||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $10,000 |
| AMERICAN RED CROSS NATIONAL | |||||||
| 431 18TH STREET | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $100,000 |
| ART21 | |||||||
| 231 W 29TH STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $1,000 |
| ARTS WESTCHESTER | |||||||
| 31 MAMARONECK AVENUE | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $1,250 |
| BEDFORD 2030 | |||||||
| 68 BEDFORD ROAD | KATONAH | NY | 10536 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $1,000 |
| BOYS AND GIRLS CLUB OF N WESTCHESTER | |||||||
| 351 MAIN STREET | MOUNT KISCO | NY | 10549 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $30,000 |
| BROWN UNIVERSITY | |||||||
| BOX 1877 | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $2,500 |
| CAMPUS BOUND SCHOLARS | |||||||
| 292 KATONAH AVENUE | KATONAH | NY | 10536 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $10,000 |
| CENTER FOR DISASTER PHILANTROPY | |||||||
| 1 THOMAS CIR NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $2,000 |
| COMMUNITY CTR OF N WESTCHESTER | |||||||
| 84 BEDFORD ROAD | KATONAH | NY | 10536 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $71,000 |
| COPLAND HOUSE | |||||||
| PO BOX 2177 | PEEKSKILL | NY | 10566 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $20,000 |
| CULTURE AID NOLA | |||||||
| 2022 ST BERNARD AVE | NEW ORLEANS | LA | 70119 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $1,000 |
| FAMILY SERVICES OF WESTCHESTER | |||||||
| 2975 WESTCHESTER AVENUE | PURCHASE | NY | 10577 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $25,000 |
| FEEDING WESTCHESTER | |||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $200,000 |
| GIVEDIRECTLY INC | |||||||
| PO BOX 3221 | NEW YORK | NY | 10008 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $5,000 |
| HEARTS AND HOMES FOR REFUGEES | |||||||
| PO BOX 8558 | PELHAM | NY | 10803 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $1,000 |
| HEIGHTS AND HILLS | |||||||
| 81 WILLOUGHBY STREET | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $1,000 |
| JACOB BURNS FILM CTR | |||||||
| 364 MANVILLE ROAD | PLEASANTVILLE | NY | 10570 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $3,000 |
| JANDON SCHOLARS PROGRAM | |||||||
| 44 DEER KNOLL | MOUNT KISCO | NY | 10549 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $154,659 |
| LAWYERS COMM FOR CIVIL RIGHTS UNDER LAW | |||||||
| 1500 K STREET NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $5,000 |
| MOUNT KISCO CHILD CARE CENTER | |||||||
| 95 RADIO CIRCLE DRIVE | MOUNT KISCO | NY | 10549 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $11,500 |
| NEIGHBORS LINK | |||||||
| 23-25 SPRING STREET | OSSINING | NY | 10562 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $100,000 |
| NORTHERN WESTCHESTER HOSPITAL CENTER | |||||||
| 400 EAST MAIN ST | MOUNT KISCO | NY | 10549 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $5,000 |
| NY COMMUNITY FND - ADJEL CHARITABLE FUND | |||||||
| 909 THIRD AVE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $500,000 |
| NY COMMUNITY FND - CECIL MICHAEL FAMILY CHARITABLE FUND | |||||||
| 909 THIRD AVE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $500,000 |
| NY TIMES COMMUNITIES FUND | |||||||
| PO BOX 5193 | NEW YORK | NY | 10087 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $5,000 |
| OHR TORAH STONE | |||||||
| 49 W 45TH STREET | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $2,500 |
| OPEN DOOR FND | |||||||
| 165 MAIN STREET | OSSINING | NY | 10562 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $5,000 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $2,000 |
| PARTNERSHIP FOR AFTER SCHOOL EDUCATION | |||||||
| 120 BROADWAY | NEW YORK | NY | 10271 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $10,000 |
| PELHAM JEWISH CTR | |||||||
| 451 ESPLANADE | PELHAM | NY | 10803 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $10,000 |
| PEN AMERICA | |||||||
| 588 BROADWAY | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $1,000 |
| PLANNED PARENTHOOD GULF COAST | |||||||
| 12614 SW FWY STE A | STAFFORD | TX | 77477 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $3,000 |
| SMITH COLLEGE | |||||||
| 23 ELM STREET | NORTHAMPTON | MA | 01063 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $50,000 |
| STUDENT ADVOCACY | |||||||
| 3 WEST MAIN STREET | ELMSFORD | NY | 10523 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $50,000 |
| TARGET MARGIN THEATER | |||||||
| 232 52ND STREET | BROOKLYN | NY | 11220 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $10,000 |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | |||||||
| PO BOX 9509 | WARWICK | RI | 02889 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $25,000 |
| WESTCHESTER COMMUNITY TRUST FOR JANDON FUND | |||||||
| 210 NORTH CENTRAL AVENUE | HARTSDALE | NY | 10530 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $1,000,000 |
| WESTCHESTER COMMUNITY COLLEGE FND | |||||||
| 75 GRASSLANDS ROAD | VALHALLA | NY | 10595 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $107,500 |
| WESTCHESTER PHILHARMONIC ORCHESTRA | |||||||
| 170 HAMILTON AVE | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $10,000 |
| YALE UNIVERSITY | |||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $50,000 |
| ISRAAID | |||||||
| 9663 SANTA MONICA BLVD | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $25,000 |
| WOMEN FOR WOMEN INTERNATIONAL | |||||||
| 2000 M STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $10,000 |
| PATHFINDERS INC | |||||||
| 6550 CAMP BOWIE BLVD | FORT WORTH | TX | 76116 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $500 |
| KATONAH MUSEUM OF ART | |||||||
| 134 JAY STREET | KATONAH | NY | 10536 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $6,000 |
| TEATOWN LAKE RESERVATION | |||||||
| 1600 SPRING VALLEY ROAD | OSSINING | NY | 10562 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $1,000 |
| BROWN RISD HILLEL | |||||||
| 80 BROWN STREET | PROVIDENCE | RI | 02096 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $10,000 |
| CARING FOR THE HUNGRY AND HOMELESS OF PEEKSKILL | |||||||
| 200 NORTH WATER STREET | PEEKSKILL | NY | 10566 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $40,000 |
| LIFTING UP WESTCHESTER | |||||||
| 35 ORCHARD STREET | WHITE PLAINS | NY | 10603 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $82,500 |
| BROADWAY COMMUNITY INC | |||||||
| 601 WEST 114TH STREET | NEW YORK | NY | 10025 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $3,000 |
| BROTHERS & SISTERS FOR ISRAEL - AID COALITION | |||||||
| 543 FOXGLOVE LANE | WYNNEWOOD | PA | 19096 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $25,000 |
| GLOBAL GIVING | |||||||
| 1110 VERMONT AVE | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $25,000 |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $25,000 |
| CENTER FOR MIND BODY MEDICINE | |||||||
| 44 PURCHASE STREET | RYE | NY | 10583 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $1,000 |
| THE BRIDGE FUND OF NY INC | |||||||
| 271 MADISON AVE | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $100,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $10,000 |
| AMERICAN FRIENDS OF NATAL | |||||||
| 1120 6TH AVENUE | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $10,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $10,000 |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $5,000 |
| FRIENDS OF GIVAT HAVIVA | |||||||
| 500 SEVENTH AVENUE | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $5,000 |
| ACCELERATER CHANGE | |||||||
| 68 HARRISON AVENUE | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $1,000 |
| WORKING AMERICA EDUCATION FUND | |||||||
| 815 16TH STREET NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,497,909 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $399,737 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$333,834 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INV INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $759,046 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $824,949 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $824,949 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INCOME USED TO FUND DISTRIBUTIONS |
| 8 | INCOME USED TO FUND DISTRIBUTIONS |
| 11 | INCOME USED TO FUND DISTRIBUTIONS |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $25,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MARKETABLE SEC SCHWAB 9849-8792 | $3,754,135 | $4,551,460 |
| MARKETABLE SEC SCHWAB 2656-7740 | $3,164,985 | $4,620,713 |
| MARKETABLE SEC SCHWAB 7209-7568 | $22,253,572 | $20,836,595 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIP INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $25,841,952 | BookValueAmt |
| EOYFMV | $26,171,783 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS DEPT OF LAW-FILING FEES | $1,500 | $0 | $1,500 |
| LAW JRL AD & MISC FEES | $170 | $0 | $170 |
| BROKER INVESTMENT FEES | $328,584 | $328,584 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INV INCOME | Desc |
| Revenue And Expenses Per Books | $759,046 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $759,046 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $759,046 | AdjustedNetIncomeAmt |