EDWARD H BENENSON FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD H BENENSON FOUNDATION INC (EIN 13-6162730)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-15
- IRS object ID
- 202332279349100548
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-15T15:27:43-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274758448 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLIEGEL & SABILIA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 HEMPSTEAD AVE | AddressLine1Txt |
| City | LYNBROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11563 | 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 | 136162730 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD H BENENSON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 2127522670 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 MADISON AVENUE 18TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA QUATTROCCHI | PersonNm |
| Person Title | PRES+SECRETARY | PersonTitleTxt |
| Signature | 2023-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA | PersonFirstNm |
| Person Last | QUATTROCCHI | 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 | LEONARD FLIEGEL CPA | PreparerPersonNm |
| PTIN | P00010080 | PTIN |
| Phone | 5165939200 | PhoneNum |
| Preparation | 2023-08-15 | 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 | $19,734,454 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $849 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $849 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $849 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $236,276 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $236,276 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $236,276 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$100,584 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,412,391 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,377 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $570,332 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $570,332 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $706,873 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $239,502 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $807,457 | TotalAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,247 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $197 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $497 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,247 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $197 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $497 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $669,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $669,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $670,747 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $197 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $497 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $669,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $36,126 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $239,305 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $806,960 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $280,784 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $430,430 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $430,430 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $17,785 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $35,724 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $7,881,622 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,156,384 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,703,647 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $6,733,028 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,303,337 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,600,377 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,913,219 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,925,875 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,734,454 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $750 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $750 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $750 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $750 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $14,912,469 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,925,125 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,912,469 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,925,125 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,913,219 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,925,875 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,912,469 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $36,126 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,948,595 | SubtotalAmt |
| Other Decreases | $23,470 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,925,125 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,377 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,326 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,326 | SubtotalAmt |
| Tax Based On Investment Income | $3,326 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,053 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $39,053 | TotalPaymentsAndCreditsAmt |
| Overpayment | $35,727 | OverpaymentAmt |
| Applied To ES Tax | $35,724 | AppliedToESTaxAmt |
| Refund | $3 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 2127522670 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BENENSON 515 MADISON AVE 18A | AddressLine1Txt |
| Address Line2 | 515 MADISON AVENUE 18A | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| LISA QUATTROCCHI | ||||||||
| 941 PARK AVENUE | NEW YORK | NY | 10028 | PRES+SECRETA | 3.00 | $0 | $0 | $0 |
| ALBERT FLEISCHMAN | ||||||||
| 1823 GERRITSEN AVENUE | BROOKLYN | NY | 11229 | VP+TREASURER | 3.00 | $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 | $11,704,855 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $267,697 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,972,552 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $11,972,552 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $179,588 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,792,964 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $589,648 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $589,648 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,326 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,326 | TotalTaxAmt |
| Distributable Before Adj | $586,322 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $586,322 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $586,322 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $669,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $669,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $586,322 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $669,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $586,322 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $83,178 | RemainingDistriFromCorpusAmt |
| Total Corpus | $83,178 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $83,178 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $83,178 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASPCA | |||||||
| 424 EAST 92ND ST | NEW YORK | NY | 10128 | NONE | PC | GENERAL ASSITANCE TO ANIMALS | $2,500 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | NONE | PC | SUPPORT | $4,000 |
| BROWN UNIVERSITY | |||||||
| 110 ELM STREET | PROVIDENCE | RI | 02912 | NONE | COLLEGE | FOR GENERAL PURPOSE | $10,000 |
| CARNEGIE HALL CORP | |||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| CENTER AT WEST PARK | |||||||
| 165 WEST 86TH STREET | NEW YORK | NY | 10024 | NONE | PC | SUPPORT | $500 |
| CITIZENS COMMITTEE FOR CHILDREN OF | |||||||
| 14 WALL STREET | NEW YORK | NY | 10005 | NONE | PC | PORGRAM SUPPORT | $10,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | NONE | COLLEGE | FOR THE ARTS | $60,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | NONE | COLLEGE | SCHOLARSHIP ASSIST FOR STUDENTS | $200,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | PC | SUPPORT | $2,000 |
| FRIENDS OF GREEN CHIMNEYS | |||||||
| 400 DOANSBURG ROAD | BREWSTER | NY | 10509 | NONE | PC | SUPPORT | $2,500 |
| GEORGETOWN LAW | |||||||
| 600 NEW JERSEY AVENUE | WASHINGTON | DC | 20001 | NONE | PC | EDUCATION | $5,000 |
| GREAT HARBOR YACHT CLUB | |||||||
| 96 WASHINGTON STREET | NANTUCKET | MA | 02554 | NONE | PF | RECREATIONAL | $2,000 |
| GUIDE DOG FOUNDATION | |||||||
| 371 E JERICHO TPKE | SMITHTOWN | NY | 11787 | NONE | PC | SUPPORT | $2,500 |
| INSTITUTE OF JEWISH SPIRITUALITY | |||||||
| 121 WEST 27TH STREET | NEW YORK | NY | 10001 | NONE | CHARITY | RELIGIOUS/EDUCATIONAL PROGRAMS | $3,000 |
| ISLAND HOUSEING TRUST | |||||||
| PO BOX 779 | WEST TILSBURY | MA | 02575 | NONE | PF | GENERAL | $5,000 |
| LEADERSHIP GREATER WASHINGTON | |||||||
| 1602 L STREET NW | WASHINGTON | DC | 20036 | NONE | PC | SUPPORT | $1,000 |
| MADISON JEWISH CENTER | |||||||
| 2989 NOSTRAND AVENUE | BROOKLYN | NY | 11229 | NONE | PC | SUPPORT THE CHARITY | $4,000 |
| MARTHAS VINEYARD HOSPITAL | |||||||
| PO BOX 1477 | OAK BLUFFS | MA | 02557 | NONE | PC | SUPPORT THE CHARITY | $7,500 |
| MEMORIAL SLOAN KETTERING CANCER CEN | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | RESEARCH | $1,000 |
| MERCY CORPS | |||||||
| 45 SW ANKENY STREET | PORTLAND | OR | 97204 | NONE | PC | SUPPORT | $5,000 |
| MOVING FOR LIFE | |||||||
| 954 LEXINGTON AVENUE | NEW YORK | NY | 10021 | NONE | PC | SUPPORT | $2,500 |
| NANTUCKET COMMUNITY SALING | |||||||
| 4 WINTER AVENUE | NANTUCKET | MA | 02584 | NONE | PC | SUPPORT THE CHARITY | $5,000 |
| NANTUCKET CONSERVATION FOUNDATION | |||||||
| 118 CLIFF ROAD | NANYUCKET | MA | 02554 | NONE | CHARITY | ASSITANCE W/EDUCATIONAL PROGRAMS | $5,000 |
| NANTUCKET COTTAGE HOSPITAL | |||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02554 | NONE | PC | SUPPORT | $1,000 |
| NANTUCKET PRESERVATION TRUST | |||||||
| 55 MAIN STREET | NANTUCKET | MA | 02554 | NONE | CHARITY | ASSITANCE W/EDUCATIONAL PROGRAMS | $1,000 |
| NISHA | |||||||
| 11 CROOKED LANE | NANTUCKET | MA | 02584 | NONE | PC | SUPPORT THE ANIMALS | $1,500 |
| NY BOTANIACAL GARDEN | |||||||
| 200TH ST KASIMIROFF BLVD | BRONX | NY | 10458 | NONE | PC | ASSITANCE W/EDUCATIONAL PROGRAMS | $3,000 |
| OBAMA FOUNDATION | |||||||
| 523S HARPER COURT | CHICAGO | IL | 60615 | NONE | PC | GENERAL | $2,000 |
| PALM BEACH OPERA | |||||||
| 415 SO OLIVE AVENUE | WEST PALM BEACH | FL | 33401 | NONE | CHARITY | ASSITANCE W/OPERA PRODUCTIONS | $200,000 |
| PURCHASE COLLEGE FOUNDATION | |||||||
| 735 ANDERSON HILL ROAD | PURCHASE | NY | 10577 | NONE | PC | SUPPORT | $5,000 |
| ROW NEW YORK INC | |||||||
| 10-27 46TH AVENUE | NEW YORK | NY | 11101 | NONE | PC | SUPPORT THE CHARITY | $2,500 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | NONE | PC | SUPPORT | $5,000 |
| STAMFORD HOSPITAL FOUNDATION | |||||||
| 1351 WASHINGTON BLVD | STANFORD | CT | 06902 | NONE | PC | SUPPORT THE HOSPITAL | $30,000 |
| STORM KING ART CENTER | |||||||
| 1 MUSEUM ROAD | NEW WINDSOR | NY | 12253 | NONE | PC | SUPPORT THE CHARITY | $5,000 |
| SYRACUSE HEBREW DAY SCHOOL | |||||||
| 5655 THOMPSON ROAD | SYRACUSE | NY | 13214 | NONE | PC | SUPPORT THE CHARITY | $2,000 |
| THE YARD FOUNDATION | |||||||
| 1401 S STATE 2004 | CHICAGO | IL | 60605 | NONE | PC | CHARITY | $2,500 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | COLLEGE | $2,500 |
| US ROWING | |||||||
| 1 S POST ROAD | WEST WINDSOR | NJ | 08550 | NONE | PC | SUPPORT | $2,500 |
| VASSAR COLLEGE | |||||||
| 124 RAYMOND AVENUE | POUGHKEEPSIE | NY | 12604 | NONE | PC | COLLEGE | $2,500 |
| VETINARY CARE FOUNDATION | |||||||
| 16550 NW 46TH ST | MORRISTON | FL | 32668 | NONE | PC | SUPPORT FOR ANIMALS | $2,500 |
| VINEYARD OPEN LAND FOUNDATION | |||||||
| PO BOX 4608 | VINEYARD HAVEN | MA | 02568 | NONE | PC | SUPPORT | $2,500 |
| WENDY WALK FJC | |||||||
| 11400 W OLYMPIC BLVD | LOS ANGELES | CA | 90064 | NONE | PC | SUPPORT THE CHARITY | $2,500 |
| WESTCHESTER LAND TRUST | |||||||
| 403 HARRIS ROAD | BEDFORD HILLS | NY | 10507 | NONE | PC | SUPPORT | $10,000 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 717 POPLAR AVENUE | BOULDER | CO | 80304 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| YMHA - KINGS BAY Y | |||||||
| 3495 NOSTRAND AVENUE | BROOKLYN | NY | 11229 | NONE | PC | SUPPORT THE CHARITY | $25,000 |
| YOUTH RENEWAL FUND | |||||||
| 250 WEST 57TH STREET | NEW YORK | NY | 10107 | NONE | CHARITY | SOCIAL PROGRAMS FOR YOUNG PEOPLE | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $669,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $849 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $236,276 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$100,584 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| 1447 MACOMBS RD ASSOCIATES | 16 | $20,158 | ||
| 3310-12 HULL AVENUE ASSOCIA | 16 | $38,355 | ||
| EHB REAL ESTATE | 16 | $205,439 | ||
| EHB REAL ESTATE ASSOCIATES | 531110 | $306,380 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $306,380 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $501,077 | ExclusionAmt |
| Related Or Exempt Function Incm | -$100,584 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $706,873 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (81 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 320 SH SHUTTERSTOCK INC | 2020-12 | PURCHASE | 2022-02 | $27,207 | $21,956 | $5,251 |
| 700 SH FULGENT GENETICS INC | 2021-11 | PURCHASE | 2022-01 | $44,162 | $56,005 | -$11,843 |
| 700 SH FULGENT GENETICS INC | 2020-10 | PURCHASE | 2022-01 | $44,163 | $31,161 | $13,002 |
| 475 SH NOVAVAX INC | 2020-09 | PURCHASE | 2022-01 | $42,142 | $49,713 | -$7,571 |
| 1500 SH SCHNITZER STL IND | 2021-11 | PURCHASE | 2022-02 | $59,250 | $74,250 | -$15,000 |
| 800 SH HORIZON THERAPEUTICS | 2020-09 | PURCHASE | 2022-02 | $74,975 | $62,599 | $12,376 |
| 700 SH RAMACO RESOURCES INC | 2021-11 | PURCHASE | 2022-02 | $11,130 | $10,395 | $735 |
| 250 SH GENERAC HOLDINGS INC | 2021-07 | PURCHASE | 2022-02 | $70,722 | $103,341 | -$32,619 |
| 260 SH GENERAC HOLDINGS INC | 2022-09 | PURCHASE | 2022-02 | $73,551 | $50,211 | $23,340 |
| 1000 SH TERNIUM SA ADR | 2021-03 | PURCHASE | 2022-02 | $39,000 | $38,854 | $146 |
| 516 SH IDEXX LABS INC | 2016-11 | PURCHASE | 2022-02 | $271,286 | $61,197 | $210,089 |
| 100 SH SLEEP NUMBER CORP | 2021-06 | PURCHASE | 2022-03 | $6,294 | $11,750 | -$5,456 |
| 1000 SH LEVI STRAUSS & CO | 2021-07 | PURCHASE | 2022-03 | $18,280 | $27,290 | -$9,010 |
| 280 SH BIONTECH SE | 2021-11 | PURCHASE | 2022-03 | $47,040 | $60,346 | -$13,306 |
| 500 SH INMODE LTD | 2021-10 | PURCHASE | 2022-03 | $20,648 | $42,244 | -$21,596 |
| 1200 SH JOINT CORP | 2021-07 | PURCHASE | 2022-03 | $44,723 | $99,360 | -$54,637 |
| 200 SH KHOLS CORP | 2021-09 | PURCHASE | 2022-03 | $12,524 | $10,354 | $2,170 |
| 600 SH CROCS INC | 2022-03 | PURCHASE | 2022-03 | $46,639 | $67,669 | -$21,030 |
| 300 SH NOVA LTD | 2020-06 | PURCHASE | 2022-03 | $34,644 | $15,102 | $19,542 |
| WARNER BROS DISCOVERY INC SERIES | 1999-04 | PURCHASE | 2022-04 | $25 | $80 | -$55 |
| 315 SH THOR INDUSTRIES | 2020-12 | PURCHASE | 2022-04 | $27,096 | $30,410 | -$3,314 |
| 1000 SH MATSON INC | 2021-03 | PURCHASE | 2022-04 | $93,500 | $73,350 | $20,150 |
| 400 SH SYNAPTICS INC | 2022-03 | PURCHASE | 2022-04 | $61,104 | $92,000 | -$30,896 |
| 400 SH JOHNSON CONTROLS INTER | 2021-11 | PURCHASE | 2022-05 | $20,900 | $29,064 | -$8,164 |
| .82 SH TAKE TWO INTERACTV | 2019-12 | PURCHASE | 2022-05 | $99 | $125 | -$26 |
| 4700 SH ZYNGA INC | 2019-12 | PURCHASE | 2022-05 | $16,450 | $16,450 | |
| 100 SH ACADEMY SPORTS & OUTDOOR | 2021-12 | PURCHASE | 2022-05 | $3,406 | $4,410 | -$1,004 |
| 600 SH XPEL INC | 2019-11 | PURCHASE | 2022-06 | $31,091 | $9,582 | $21,509 |
| 500 SH CLEARFIELD INC | 2021-11 | PURCHASE | 2022-06 | $30,947 | $32,090 | -$1,143 |
| 250 SH CLEARFIELD INC | 2020-09 | PURCHASE | 2022-06 | $15,475 | $5,175 | $10,300 |
| 350 SH DIGITAL TURBINE INC | 2021-11 | PURCHASE | 2022-07 | $6,370 | $25,595 | -$19,225 |
| 350 SH DIGITAL TURBINE INC | 2020-11 | PURCHASE | 2022-07 | $6,370 | $14,007 | -$7,637 |
| 400 SH MARVELL TECHNOLOGY INC | 2021-12 | PURCHASE | 2022-07 | $18,460 | $33,600 | -$15,140 |
| 650 SH SIGNET JEWLERS LTD | 2021-10 | PURCHASE | 2022-07 | $35,327 | $57,229 | -$21,902 |
| 300 SH VISTA OUTDOOR INC | 2021-02 | PURCHASE | 2022-07 | $8,148 | $10,487 | -$2,339 |
| 1000 SH NORTH EUROPEAN OIL | 2022-06 | PURCHASE | 2022-07 | $13,650 | $18,101 | -$4,451 |
| 300 SH DANAOS CORP | 2021-11 | PURCHASE | 2022-07 | $19,649 | $21,654 | -$2,005 |
| 1900 SH CANON INC | 2021-08 | PURCHASE | 2022-08 | $45,095 | $46,011 | -$916 |
| 100 SH ATLASSIAN CORP | 2021-09 | PURCHASE | 2022-08 | $21,047 | $38,142 | -$17,095 |
| 1000 SH ALPHABET INC | 2021-12 | PURCHASE | 2022-08 | $116,686 | $147,952 | -$31,266 |
| 550 SH CF INDUSTRIES | 2022-03 | PURCHASE | 2022-08 | $52,133 | $50,165 | $1,968 |
| 575 SH TFI INTERNATNL INC | 2021-11 | PURCHASE | 2022-08 | $59,011 | $60,858 | -$1,847 |
| 100 SH CUBESMART TRS INC | 2021-12 | PURCHASE | 2022-08 | $4,705 | $5,498 | -$793 |
| 250 SH CADENCE DESIGN | 2020-07 | PURCHASE | 2022-08 | $46,462 | $25,892 | $20,570 |
| 1000 SH CYBEROPTICS INC | 2022-04 | PURCHASE | 2022-08 | $53,029 | $45,920 | $7,109 |
| 2400 SH ADVANSIX INC | 2022-03 | PURCHASE | 2022-08 | $95,999 | $95,712 | $287 |
| 2000 SH EURODRY LTD | 2021-06 | PURCHASE | 2022-08 | $31,140 | $56,700 | -$25,560 |
| 400 SH WEST PHARM SERVC | 2020-08 | PURCHASE | 2022-08 | $123,093 | $111,340 | $11,753 |
| 100 SH ADVANSIX INC | 2022-03 | PURCHASE | 2022-08 | $3,649 | $3,988 | -$339 |
| 1175 SH KROGER CO | 2021-11 | PURCHASE | 2022-09 | $57,560 | $50,172 | $7,388 |
| 1700 SH VISTA ENERGY SAB DE | 2022-02 | PURCHASE | 2022-09 | $17,765 | $12,784 | $4,981 |
| 100 SH LAZYDAYS HOLDINGS INC | 2020-08 | PURCHASE | 2022-09 | $1,403 | $1,285 | $118 |
| 1000 SH SEAGATE TECHNOLOGY HLD | 2021-07 | PURCHASE | 2022-09 | $60,219 | $88,700 | -$28,481 |
| 2500 SH UNITED MICROELECTRONIC | 2021-01 | PURCHASE | 2022-09 | $15,650 | $19,524 | -$3,874 |
| 600 SH KEYSIGHT TECH INC | 2022-08 | PURCHASE | 2022-09 | $96,598 | $102,445 | -$5,847 |
| 220 SH ENDAVA PLC | 2021-11 | PURCHASE | 2022-10 | $17,402 | $37,326 | -$19,924 |
| 480 SH ENDAVA PLC | 2021-05 | PURCHASE | 2022-10 | $37,967 | $50,280 | -$12,313 |
| 350 SH BOOT BARN HOLDINGS | 2021-11 | PURCHASE | 2022-10 | $19,859 | $41,677 | -$21,818 |
| 650 SH BOOT BARN HOLDINGS | 2021-06 | PURCHASE | 2022-10 | $36,880 | $48,912 | -$12,032 |
| 1000 SH CELSIUS INC | 2021-01 | PURCHASE | 2022-10 | $89,269 | $49,920 | $39,349 |
| 700 SH CONTINENTAL RESOURCE | 2022-06 | PURCHASE | 2022-10 | $51,848 | $47,564 | $4,284 |
| 1000 SH TYSON FOODS | 2022-02 | PURCHASE | 2022-10 | $65,149 | $92,610 | -$27,461 |
| 175 SH SCORPIO TANKERS | 2022-06 | PURCHASE | 2022-11 | $9,165 | $6,518 | $2,647 |
| 7200 SH SOUTHWESTERN ENERGY | 2022-09 | PURCHASE | 2022-11 | $50,975 | $49,247 | $1,728 |
| 700 SH DANAOS CORP | 2021-11 | PURCHASE | 2022-11 | $42,356 | $42,134 | $222 |
| 75 SH SITIO ROYALTIES CORP | 2022-03 | PURCHASE | 2022-11 | $2,420 | $1,773 | $647 |
| 700 SH AXCELIS TECHNOLOGIES | 2022-02 | PURCHASE | 2022-11 | $55,347 | $51,043 | $4,304 |
| 120 SH CLOUDFLARE INC | 2022-08 | PURCHASE | 2022-11 | $5,616 | $7,972 | -$2,356 |
| 2270 SH ALPHA AND OMEGA SEMI | 2021-01 | PURCHASE | 2022-11 | $81,562 | $64,051 | $17,511 |
| 250 SH CADENCE DESIGN SYS | 2020-07 | PURCHASE | 2022-11 | $41,870 | $25,892 | $15,978 |
| 1500 SH CALIX NEXTWORK | 2021-02 | PURCHASE | 2022-11 | $102,540 | $71,539 | $31,001 |
| 2000 SH CLARUS CORP NEW | 2021-06 | PURCHASE | 2022-11 | $15,162 | $49,944 | -$34,782 |
| 880 SH CLOUDFLARE INC | 2021-02 | PURCHASE | 2022-11 | $41,179 | $70,050 | -$28,871 |
| 5000 SH EVERSPIN TECHNOLOGIES | 2022-02 | PURCHASE | 2022-12 | $33,999 | $47,050 | -$13,051 |
| 1000 SH ARDMORE SHIPPING CO | 2022-11 | PURCHASE | 2022-12 | $15,550 | $15,200 | $350 |
| 760 SH LOUISIANA PACIFIC | 2021-06 | PURCHASE | 2022-12 | $49,513 | $49,780 | -$267 |
| 11400 SH PANASONIC CORP | 2022-12 | PURCHASE | 2022-12 | $101,108 | $101,189 | -$81 |
| 30 SH ALPHA AND OMEGA | 2021-01 | PURCHASE | 2022-12 | $956 | $796 | $160 |
| 7000 SH PANASONIC CORP | 2021-08 | PURCHASE | 2022-12 | $62,152 | $82,175 | -$20,023 |
| 1200 SH CAMTEK | 2022-01 | PURCHASE | 2022-12 | $38,639 | $46,800 | -$8,161 |
| 800 SH SKYLINE CORP | 2022-01 | PURCHASE | 2022-12 | $43,840 | $47,689 | -$3,849 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORP STOCK INVESTMENT - SCHWAB | $6,096,062 | $7,778,772 |
| CORP STOCK INVESTMENT - MERRILL | $1,060,322 | $2,924,875 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1447 MACOMBS RD ASSOCIATES | $846,946 | $867,104 | $1,126,000 |
| 3310 HULL AVENUE ASSOCIATES | $400,163 | $438,498 | $629,000 |
| EHB REAL ESTATE ASSOCIATES | $5,485,917 | $5,997,735 | $6,845,377 |
| ROUNDING | $2 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Amt | $23,470 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| FILING FEES | $750 | ||
| ADR FEES | $497 | $197 | $497 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| 1447 MACOMBS RD ASSOCIATES LL | $20,158 | $20,158 |
| 3310-12 HULL AVENUE ASSOCIATE | $38,355 | $38,355 |
| EHB REAL ESTATE | $205,439 | $205,439 |
| EHB REAL ESTATE ASSOCIATES | $306,380 | $306,380 |
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