JUDITH C WHITE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JUDITH C WHITE FOUNDATION INC (EIN 11-3548952)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-15
- IRS object ID
- 202321669349100212
- Schema version
- 2022v5.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-15T09:45:10-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920780479 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REID TAX & ADVISORY SERVICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7600 JERICHO TPKE STE 400 | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117971705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113548952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JUDITH C WHITE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUDI | BusinessNameControlTxt |
| Phone | 2127368255 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 VANDERVENTER AVE STE 101 | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY KOVNER | PersonNm |
| Person Title | PRES. & DIR. | PersonTitleTxt |
| Phone | 2127368255 | PhoneNum |
| Signature | 2023-05-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | KOVNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RAYMOND FLOCH CPA | PreparerPersonNm |
| PTIN | P00169746 | PTIN |
| Phone | 5168020100 | PhoneNum |
| Preparation | 2023-05-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,748,887 | 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 | $350,017 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $350,017 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $166,618 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,799,198 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $166,618 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,969 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,969 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,969 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $518,604 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $518,604 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,969 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $16 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $16 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $445 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $445 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $18,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $9,000 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $9,000 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $99 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $99 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,289 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $520 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,769 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $92,849 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,981 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,868 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $352,489 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $352,489 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $445,338 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,981 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $384,357 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $73,266 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $457,623 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,969 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $148,520 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $325,225 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $325,225 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,817,974 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,503,469 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,392,280 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,899,504 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,739,974 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,571,551 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,178,186 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,548,782 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,457,231 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $2,600 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,600 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,600 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,046,784 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,120,050 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,748,887 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,046,784 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,120,050 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,046,784 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,120,050 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,046,784 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,120,050 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,046,784 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $73,266 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,120,050 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,120,050 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB ST SALES - SEE ATTACH | P | 2022-01-01 | 2022-12-31 | $634,939 | $407,420 | $227,519 | $227,519 |
| CHARLES SCHWAB LT SALES - SEE ATTACH | P | 2021-01-01 | 2022-12-31 | $762,171 | $837,905 | -$75,734 | -$75,734 |
| PPL CORP COM USD0.01 | P | 2020-11-30 | 2022-04-14 | $13,757 | $14,220 | -$463 | -$463 |
| CALL BP 30 EXP 1/21/2022 | P | 2022-01-18 | 2022-01-19 | $5,676 | $12,979 | -$7,303 | -$7,303 |
| CALL BP 31 EXP 1/20/2023 | P | 2022-12-28 | 2022-12-29 | $15,036 | $25,589 | -$10,553 | -$10,553 |
| CALL BP 31 EXP 4/14/2022 | P | 2022-04-14 | 2012-04-18 | $15,166 | $2,342 | $12,824 | $12,824 |
| CALL BP 31 EXP 7/15/2022 | P | 2022-07-15 | 2022-07-15 | $13,346 | $13,346 | $13,346 | |
| CALL BP 31 EXP 10/21/2022 | P | 2022-10-21 | 2022-10-24 | $6,456 | $2,082 | $4,374 | $4,374 |
| CALL NYCB 11 EXP 10/21/2022 | P | 2022-10-21 | 2022-10-21 | $586 | $586 | $586 | |
| CALL NYCB 13 EXP 1/21/2022 | P | 2022-01-18 | 2022-01-19 | $667 | $941 | -$274 | -$274 |
| CALL NYCB 13 EXP 4/14/2022 | P | 2022-04-14 | 2022-04-14 | $1,727 | $1,727 | $1,727 | |
| CALL PPL 29 EXP 1/21/2022 | P | 2022-01-07 | 2022-01-10 | $747 | $709 | $38 | $38 |
| CALL PPL 30 EXP 4/14/2022 | P | 2022-02-18 | 2022-02-22 | $567 | $36 | $531 | $531 |
| ILLINOIS ST GO BDS 2010 SER 5 TAXABL | P | 2022-07-06 | 2022-07-06 | $2,857 | $2,857 | ||
| ILLINOIS ST TAXABLE PENSION FDG GO | P | 2009-04-07 | 2022-10-19 | $325,500 | $325,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $166,618 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $242,815 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,361 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,361 | SubtotalAmt |
| Tax Based On Investment Income | $6,361 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $9,600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $13,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,039 | OverpaymentAmt |
| Applied To ES Tax | $7,039 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | Yes (true) | 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 |
| Individual With Books | JEFFREY KOVNER | IndividualWithBooksNm |
| Phone | 2127368255 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 VANDERVENTER AVE STE 101 | AddressLine1Txt |
| Address Line2 | 14 VANDERVENTER AVE STE 101 | AddressLine2Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JEFFREY KOVNER | |||||||||
| 14 VANDERVENTER AVE STE 101 | 14 VANDERVENTER AVE STE 101 | PORT WASHINGTON | NY | 11050 | PRES. & DIR. | 15.00 | $0 | $0 | $0 |
| AMY KOVNER | |||||||||
| 14 VANDERVENTER AVE STE 101 | 14 VANDERVENTER AVE STE 101 | PORT WASHINGTON | NY | 11050 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NICHOLAS KOVNER | |||||||||
| 14 VANDERVENTER AVE STE 101 | 14 VANDERVENTER AVE STE 101 | PORT WASHINGTON | NY | 11050 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KRISTIN KOVNER | |||||||||
| 14 VANDERVENTER AVE STE 101 | 14 VANDERVENTER AVE STE 101 | PORT WASHINGTON | NY | 11050 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,183,855 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $236,872 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,600 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,423,327 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,423,327 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $96,350 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,326,977 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $316,349 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $316,349 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,361 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,361 | TotalTaxAmt |
| Distributable Before Adj | $309,988 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $309,988 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $309,988 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $384,357 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $384,357 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $309,988 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $63,540 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $66,924 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $84,503 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $100,475 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $50,543 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $365,985 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $384,357 | QualifyingDistributionsAmt |
| Applied To Current Year | $309,988 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $74,369 | RemainingDistriFromCorpusAmt |
| Total Corpus | $440,354 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $63,540 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $376,814 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $66,924 | ExcessFromYear4Amt |
| Excess From Year3 | $84,503 | ExcessFromYear3Amt |
| Excess From Year2 | $100,475 | ExcessFromYear2Amt |
| Excess From Year1 | $50,543 | ExcessFromYear1Amt |
| Excess From Current Year | $74,369 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY KOVNER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 VANDERVENTER AVE STE 101 | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2127368255 | RecipientPhoneNum |
| Form And Info And Materials | NO PRESCRIBED FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | TO SUPPORT THE NEEDS AND COMFORTS OF CHILDREN, THE NEEDY, ORPHANS, HOMELESS PEOPLE, AND OTHER DULY QUALIFIED ORGANIZATIONS PRIMARILY, BUT NOT EXCLUSIVELY, IN THE NEW YORK METROPOLITAN AREA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| BOYS TOWN | |||||||||
| 444 PARK AVE S | NEW YORK | NY | 10016 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | ||
| CARE FOR THE HOMELESS | |||||||||
| 30 EAST 33RD ST 5TH FLR | NEW YORK | NY | 10016 | NONE | PUBLIC | NECESSITIES FOR WOMEN LEAVING SHELTE | $12,000 | ||
| CAUMSETT FOUNDATION | |||||||||
| PO BOX 1948 | HUNTINGTON | NY | 11743 | NONE | PUBLC | GENERAL SUPPORT | $450 | ||
| CITY HARVEST NEW YORK | |||||||||
| 575 8TH AVE | NEW YORK | NY | 10018 | NONE | PUBLIC | 26 FOOT REFRIGERATED TRUCK | $27,872 | ||
| CITY HARVEST NEW YORK | |||||||||
| 575 8TH AVE | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | ||
| CITY MEALS ON WHEELS | |||||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | NONE | PUBLIC | HUNTS POINT FACILITY | $40,000 | ||
| COLD SPRING HARBOR EDUCATION | |||||||||
| 75 GOOSE HILL ROAD | COLD SPRING HARBOR | NY | 11724 | NONE | PUBLIC | GENERAL SUPPORT | $800 | FOUNDATION | |
| COLD SPRING HARBOR NURSERY | |||||||||
| PO BOX 129 | COLD SPRING HARBOR | NY | 11724 | NONE | PUBLIC | GENERAL SUPPORT | $1,100 | SCHOOL | |
| FRIENDS OF ALYN | |||||||||
| 122 E 42ND STREET 1519 | NEW YORK | NY | 10168 | NONE | PUBLIC | GENERAL SUPPORT | $250 | ||
| FRIENDS OF TJ FOUNDATION | |||||||||
| 1 BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | NONE | PUBLIC | GENERAL SUPPORT | $250 | ||
| GODS LOVE WE DELIVER | |||||||||
| 166 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | PUBLIC | DELIVERY VANS | $52,200 | ||
| ISLAND HARVEST | |||||||||
| 126 SPAGNOLI ROAD | MELVILLE | NY | 11747 | NONE | PUBLIC | EQUIPMENT AND AIR FILTRATION SYSTEM | $49,353 | ||
| LONG ISLAND COUNCIL ON | |||||||||
| 207 HILLSIDE AVE | WILLISTON PARK | NY | 11596 | NONE | PUBLIC | GENERAL SUPPORT | $6,030 | ALCOHOL AND DRUG DEP | |
| NORTH SHORE CHILD & FAMILY | |||||||||
| 480 OLD WESTBURY ROAD | ROSLYN HEIGHTS | NY | 11577 | NONE | PUBLIC | GENERAL SUPPORT | $180 | GUIDANCE CENTER | |
| NORTH SHORE HOLIDAY HOUSE | |||||||||
| 74 HUNTINGTON ROAD | HUNTINGTON | NY | 11743 | NONE | PUBLIC | GENERAL SUPPORT | $2,344 | ||
| PART OF THE SOLUTION | |||||||||
| 2759 WEBSTER AVE | BRONX | NY | 10458 | NONE | PUBLIC | BUILD/RENOVATE FACILITY/NAMING | $71,429 | ||
| PART OF THE SOLUTION | |||||||||
| 2759 WEBSTER AVE | BRONX | NY | 10458 | NONE | PUBLIC | JOURNAL AD | $1,500 | ||
| PINK AID | |||||||||
| PO BOX 5157 | WESTPORT | CT | 06881 | NONE | PUBLIC | GENERAL SUPPORT | $87 | ||
| RETT SYNDROME RESEARCH TRUST FOUNDA | |||||||||
| 67 UNDER CLIFF ROAD | TRUMBULL | CT | 06611 | NONE | PUBLIC | GENERAL SUPPORT | $1,250 | ||
| ST PAUL THE APOSTLE CHURCH | |||||||||
| 2534 CEDAR SWAMP RD | GLEN HEAD | NY | 11545 | NONE | PUBLIC | THANKSGIVING AND CHRISTMAS DINNERS | $9,500 | ||
| SUSAN G KOMEN FOUNDATION | |||||||||
| 13770 NOEL ROAD | DALLAS | TX | 75380 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | SUITE 801889 | |
| SWIM ACROSS AMERICA | |||||||||
| PO BOX 7878 | GARDEN CITY | NY | 11530 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | ||
| THE BOWERY MISSION | |||||||||
| 227 BOWERY | NEW YORK | NY | 10002 | NONE | PUBLIC | WOMEN'S SHELTER | $30,677 | ||
| THE DON MONTI MEMORIAL | |||||||||
| 1 BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | NONE | PUBLIC | GENERAL SUPPORT | $500 | RESEARCH FOUNDATION | |
| THE INN | |||||||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | NONE | PUBLIC | JOURNAL AD | $2,000 | ||
| THE INN | |||||||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | NONE | PUBLIC | GENERAL SUPPORT | $980 | ||
| THE JAMIE WHELAN FOUNDATION | |||||||||
| 3 KAYLOR COURT | COLD SPRING HARBOR | NY | 11724 | NONE | PUBLIC | GENERAL SUPPORT | $1,105 | ||
| THE NEW YORK FOUNDLING | |||||||||
| 65-30 KISSENA BLVD | FLUSHING | NY | 11367 | NONE | PUBLIC | FAMILY ROOMS - ASTORIA CENTER | $17,832 | ||
| THE NICHOLAS CENTER | |||||||||
| 38 MAIN STREET | PORT WASHINGTON | NY | 11050 | NONE | PUBLIC | GENERAL SUPPORT | $2,800 | ||
| THE SISTERHOOLD OF THE | |||||||||
| 160 MIDDLE NECK ROAD | PORT WASHINGTON | NY | 11050 | NONE | PUBLIC | THANKSGIVING TURKEYS | $1,500 | COMMUNITY SYNAGOGUE | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $352,489 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $350,017 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $166,618 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF FEDERAL TAX | Desc |
| Related Or Exempt Function Incm | $1,969 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $516,635 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,969 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $518,604 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE NOTES AND DEBENTURES | BondNm |
| EOY Book Value | $1,548,782 | EOYBookValueAmt |
| EOYFMV | $1,457,231 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,739,974 | EOYBookValueAmt |
| EOYFMV | $1,571,551 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $2,503,469 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $2,392,280 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT- RENT | Desc |
| BOY Book Value | $2,600 | BOYBookValueAmt |
| EOY Book Value | $2,600 | EOYBookValueAmt |
| EOYFMV | $2,600 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BROKER FEES | $270 | $270 | |
| COMPUTER EXPENSES | $1,200 | $1,200 | |
| FILING FEES | $250 | $250 | |
| INSURANCE | $1,480 | $1,480 | |
| MEALS | $89 | $89 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF FEDERAL TAX | Desc |
| Revenue And Expenses Per Books | $1,969 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,969 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,969 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $49,000 | $49,000 | |
| EXECUTIVE DIRECTOR FEES | $18,000 | $18,000 | |
| . |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $445 | Amt |
| Net Investment Income | $445 | NetInvestmentIncomeAmt |
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