DANIEL J & EDITH A EHRLICH FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DANIEL J & EDITH A EHRLICH FAMILY FOUNDATION (EIN 13-3977042)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-16
- IRS object ID
- 202332599349100003
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-16T08:55:37-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132620561 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNICK GARBER & SANDLER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MADISON AVENUE 16TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | 133977042 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL J AND EDITH A EHRLICH | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANI | BusinessNameControlTxt |
| Phone | 2125340732 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1070 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER RIMMER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5166723682 | PhoneNum |
| Signature | 2023-09-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JENNIFER | PersonFirstNm |
| Person Last | RIMMER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELE ROSENBERG | PreparerPersonNm |
| PTIN | P01346138 | PTIN |
| Phone | 2125573900 | PhoneNum |
| Preparation | 2023-09-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $1,552,687 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $450 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $450 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,174 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,174 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $108,801 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $254,943 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $108,801 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,139 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $151,564 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $146,425 | 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 | $8,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $721 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $721 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $459 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $189 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,955 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $910 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $172,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $172,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $182,655 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $910 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $172,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,091 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $145,515 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $66,617 | CashEOYAmt |
| Cash EOYFMV | $66,617 | CashEOYFMVAmt |
| Corporate Stock BOY | $295,184 | CorporateStockBOYAmt |
| Corporate Stock EOY | $275,736 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,096,123 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $545,705 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $429,819 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $389,947 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $840,889 | TotalAssetsBOYAmt |
| Total Assets EOY | $772,172 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,552,687 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $37,626 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $37,626 | 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 | $803,263 | RetainedEarningBOYAmt |
| Retained Earning EOY | $772,172 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $803,263 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $772,172 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $840,889 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $772,172 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $803,263 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,091 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $772,172 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $772,172 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (80 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| GS CORE FIXED INCOME FUND CLASS P | 2021-06-30 | 2022-01-05 | $373 | $381 | -$8 | -$8 |
| GS CORE FIXED INCOME FUND CLASS P | 2021-10-29 | 2022-01-05 | $387 | $392 | -$5 | -$5 |
| GS CORE FIXED INCOME FUND CLASS P | 2021-08-31 | 2022-01-05 | $393 | $404 | -$11 | -$11 |
| GS CORE FIXED INCOME FUND CLASS P | 2021-01-29 | 2022-01-05 | $394 | $409 | -$15 | -$15 |
| GS CORE FIXED INCOME FUND CLASS P | 2021-04-30 | 2022-01-05 | $394 | $399 | -$5 | -$5 |
| GS CORE FIXED INCOME FUND CLASS P | 2021-11-30 | 2022-01-05 | $396 | $402 | -$6 | -$6 |
| GS CORE FIXED INCOME FUND CLASS P | 2021-09-30 | 2022-01-05 | $402 | $409 | -$7 | -$7 |
| GS CORE FIXED INCOME FUND CLASS P | 2021-05-28 | 2022-01-05 | $387 | $392 | -$5 | -$5 |
| GS SHORT DURATON BOND FUND CLASS P | 2021-06-30 | 2022-01-05 | $330 | $333 | -$3 | -$3 |
| GS CORE FIXED INCOME FUND CLASS P | 2021-03-31 | 2022-01-05 | $408 | $410 | -$2 | -$2 |
| GS SHORT DURATON BOND FUND CLASS P | 2021-12-10 | 2022-01-05 | $152 | $152 | $0 | $0 |
| GS SHORT DURATON BOND FUND CLASS P | 2021-07-30 | 2022-01-05 | $226 | $229 | -$3 | -$3 |
| GS SHORT DURATON BOND FUND CLASS P | 2021-08-31 | 2022-01-05 | $270 | $273 | -$3 | -$3 |
| GS SHORT DURATON BOND FUND CLASS P | 2021-12-31 | 2022-01-05 | $297 | $298 | -$1 | -$1 |
| GS CORE FIXED INCOME FUND CLASS P | 2020-09-30 | 2022-01-05 | $424 | $451 | -$27 | -$27 |
| GS CORE FIXED INCOME FUND CLASS P | 2021-02-26 | 2022-01-05 | $406 | $414 | -$8 | -$8 |
| GS CORE FIXED INCOME FUND CLASS P | 2021-07-30 | 2022-01-05 | $381 | $393 | -$12 | -$12 |
| GS CORE FIXED INCOME FUND CLASS P | 2021-12-31 | 2022-01-05 | $401 | $405 | -$4 | -$4 |
| GS SHORT DURATON BOND FUND CLASS P | 2021-10-29 | 2022-01-05 | $337 | $338 | -$1 | -$1 |
| GS SHORT DURATON BOND FUND CLASS P | 2021-03-31 | 2022-01-05 | $436 | $439 | -$3 | -$3 |
| GS SHORT DURATON BOND FUND CLASS P | 2021-04-30 | 2022-01-05 | $455 | $460 | -$5 | -$5 |
| GS SHORT DURATON BOND FUND CLASS P | 2021-02-26 | 2022-01-05 | $491 | $497 | -$6 | -$6 |
| GS SHORT DURATON BOND FUND CLASS P | 2021-01-29 | 2022-01-05 | $497 | $508 | -$11 | -$11 |
| GS CORE FIXED INCOME FUND CLASS P | 2015-02-27 | 2022-01-05 | $157 | $156 | $1 | $1 |
| GS CORE FIXED INCOME FUND CLASS P | 2016-09-30 | 2022-01-05 | $362 | $362 | $0 | $0 |
| GS CORE FIXED INCOME FUND CLASS P | 2015-03-31 | 2022-01-05 | $384 | $381 | $3 | $3 |
| GS CORE FIXED INCOME FUND CLASS P | 2016-10-31 | 2022-01-05 | $391 | $387 | $4 | $4 |
| GS CORE FIXED INCOME FUND CLASS P | 2020-10-30 | 2022-01-05 | $391 | $413 | -$22 | -$22 |
| GS CORE FIXED INCOME FUND CLASS P | 2020-12-31 | 2022-01-05 | $393 | $412 | -$19 | -$19 |
| GS CORE FIXED INCOME FUND CLASS P | 2020-11-30 | 2022-01-05 | $400 | $429 | -$29 | -$29 |
| GS SHORT DURATON BOND FUND CLASS P | 2021-05-28 | 2022-01-05 | $386 | $391 | -$5 | -$5 |
| GS SHORT DURATON BOND FUND CLASS P | 2021-09-30 | 2022-01-05 | $347 | $351 | -$4 | -$4 |
| GS CORE FIXED INCOME FUND CLASS P | 2016-08-31 | 2022-01-05 | $434 | $435 | -$1 | -$1 |
| GS CORE FIXED INCOME FUND CLASS P | 2020-08-31 | 2022-01-05 | $440 | $469 | -$29 | -$29 |
| GS SHORT DURATON BOND FUND CLASS P | 2021-11-30 | 2022-01-05 | $270 | $271 | -$1 | -$1 |
| GS CORE FIXED INCOME FUND CLASS P | 2020-04-30 | 2022-01-05 | $484 | $502 | -$18 | -$18 |
| GS CORE FIXED INCOME FUND CLASS P | 2020-01-31 | 2022-01-05 | $551 | $561 | -$10 | -$10 |
| GS CORE FIXED INCOME FUND CLASS P | 2019-11-29 | 2022-01-05 | $547 | $553 | -$6 | -$6 |
| GS CORE FIXED INCOME FUND CLASS P | 2019-12-10 | 2022-01-05 | $1,669 | $1,669 | $0 | $0 |
| GS CORE FIXED INCOME FUND CLASS P | 2019-08-30 | 2022-01-05 | $545 | $556 | -$11 | -$11 |
| GS CORE FIXED INCOME FUND CLASS P | 2020-02-28 | 2022-01-05 | $536 | $554 | -$18 | -$18 |
| GS CORE FIXED INCOME FUND CLASS P | 2020-05-29 | 2022-01-05 | $494 | $517 | -$23 | -$23 |
| GS CORE FIXED INCOME FUND CLASS P | 2020-03-31 | 2022-01-05 | $489 | $493 | -$4 | -$4 |
| GS SHORT DURATON BOND FUND CLASS P | 2020-04-30 | 2022-01-05 | $903 | $892 | $11 | $11 |
| GS CORE FIXED INCOME FUND CLASS P | 2020-06-30 | 2022-01-05 | $484 | $511 | -$27 | -$27 |
| GS CORE FIXED INCOME FUND CLASS P | 2020-07-31 | 2022-01-05 | $468 | $503 | -$35 | -$35 |
| GS CORE FIXED INCOME FUND CLASS P | 2016-06-30 | 2022-01-05 | $449 | $448 | $1 | $1 |
| GS CORE FIXED INCOME FUND CLASS P | 2019-09-30 | 2022-01-05 | $542 | $548 | -$6 | -$6 |
| GS CORE FIXED INCOME FUND CLASS P | 2016-07-29 | 2022-01-05 | $441 | $441 | $0 | $0 |
| GS CORE FIXED INCOME FUND CLASS P | 2020-12-10 | 2022-01-05 | $1,885 | $1,969 | -$84 | -$84 |
| GS CORE FIXED INCOME FUND CLASS P | 2020-12-31 | 2022-01-05 | $572 | $579 | -$7 | -$7 |
| GS CORE FIXED INCOME FUND CLASS P | 2019-10-31 | 2022-01-05 | $551 | $558 | -$7 | -$7 |
| GS CORE FIXED INCOME FUND CLASS P | 2019-06-28 | 2022-01-05 | $562 | $559 | $3 | $3 |
| GS SHORT DURATON BOND FUND CLASS P | 2019-12-31 | 2022-01-05 | $1,096 | $1,079 | $17 | $17 |
| GS CORE FIXED INCOME FUND CLASS P | 2019-12-31 | 2022-01-05 | $563 | $562 | $1 | $1 |
| GS SHORT DURATON BOND FUND CLASS P | 2017-11-14 | 2022-01-05 | $17,935 | $17,388 | $547 | $547 |
| GS CORE FIXED INCOME FUND CLASS P | 2019-07-31 | 2022-01-05 | $564 | $562 | $2 | $2 |
| GS CORE FIXED INCOME FUND CLASS P | 2020-12-10 | 2022-01-05 | $3,372 | $3,522 | -$150 | -$150 |
| GS CORE FIXED INCOME FUND CLASS P | 2015-02-12 | 2022-01-05 | $1,304 | $1,290 | $14 | $14 |
| GS CORE FIXED INCOME FUND CLASS P | 2015-02-12 | 2022-01-31 | $15,000 | $15,029 | -$29 | -$29 |
| GS SHORT DURATON BOND FUND CLASS P | 2021-01-26 | 2022-01-31 | $291 | $291 | $0 | $0 |
| GS SHORT DURATON BOND FUND CLASS P | 2017-11-14 | 2022-01-31 | $14,709 | $14,388 | $321 | $321 |
| DELL TECHNOLOGIES INC | 2016-09-07 | 2022-02-01 | $84 | $84 | $84 | |
| AT&T INC | 2022-11-17 | 2022-11-17 | $6 | $6 | $6 | |
| VIATRIS INC | 2009-10-16 | 2022-12-14 | $692 | $450 | $242 | $242 |
| KYNDRYL HOLDING INC | 1953-03-18 | 2022-12-14 | $1,713 | $45 | $1,668 | $1,668 |
| GS CORE FIXED INCOME FUND CLASS P | 2022-03-31 | 2022-12-14 | $334 | $362 | -$28 | -$28 |
| GS CORE FIXED INCOME FUND CLASS P | 2015-03-12 | 2022-12-14 | $314 | $352 | -$38 | -$38 |
| GS SHORT DURATON BOND FUND CLASS P | 2022-03-31 | 2022-12-14 | $327 | $338 | -$11 | -$11 |
| GS SHORT DURATON BOND FUND CLASS P | 2022-04-29 | 2022-12-14 | $404 | $412 | -$8 | -$8 |
| GS SHORT DURATON BOND FUND CLASS P | 2022-05-31 | 2022-12-14 | $480 | $491 | -$11 | -$11 |
| INTERNATIONAL BUSINESS MACHINES CORP | 1953-03-18 | 2022-12-14 | $20,117 | $162 | $19,955 | $19,955 |
| ABBIVE INC | 2000-03-21 | 2022-12-14 | $50,020 | $4,964 | $45,056 | $45,056 |
| VIATRIS INC | 2012-12-18 | 2022-12-14 | $1,678 | $1,605 | $73 | $73 |
| GS SHORT DURATON BOND FUND CLASS P | 2017-11-14 | 2022-12-14 | $23,838 | $24,767 | -$929 | -$929 |
| GS SHORT DURATON BOND FUND CLASS P | 2021-02-23 | 2022-12-14 | $274 | $295 | -$21 | -$21 |
| GS CORE FIXED INCOME FUND CLASS P | 2015-02-12 | 2022-12-14 | $17,235 | $19,490 | -$2,255 | -$2,255 |
| GS CORE FIXED INCOME FUND CLASS P | 2016-08-24 | 2022-12-14 | $324 | $369 | -$45 | -$45 |
| COSTCO WHOLESALE CORPORATION | 2012-12-04 | 2022-12-14 | $57,058 | $12,222 | $44,836 | $44,836 |
| GS SHORT DURATON BOND FUND CLASS P | 2022-02-28 | 2022-12-14 | $47 | $49 | -$2 | -$2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $108,801 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,023 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,023 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,023 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | 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 | $500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,523 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JENNIFER RIMMER | IndividualWithBooksNm |
| Phone | 5166723682 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE GRACIE TERRACE APT 11A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JENNIFER RIMMER | ||||||||
| ONE GRACIE TERRACE APT 11A | NEW YORK | NY | 10028 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| NINA EHRLICH-FOLEY | ||||||||
| 54 SEA CLIFF AVENUE | SEA CLIFF | NY | 11579 | TRUSTEE | 1.00 | $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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,731,963 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,540 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,752,503 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,752,503 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,288 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,726,215 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,311 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,311 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,023 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,023 | TotalTaxAmt |
| Distributable Before Adj | $84,288 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $84,288 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $84,288 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $172,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $172,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84,288 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $120,182 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $142,660 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $202,776 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $143,377 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,328 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $627,323 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $172,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $84,288 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $88,412 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $715,735 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $120,182 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $595,553 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $142,660 | ExcessFromYear4Amt |
| Excess From Year3 | $202,776 | ExcessFromYear3Amt |
| Excess From Year2 | $143,377 | ExcessFromYear2Amt |
| Excess From Year1 | $18,328 | ExcessFromYear1Amt |
| Excess From Current Year | $88,412 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JENNIFER RIMMER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE GRACIE TERRACE APT 11A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5166723682 | RecipientPhoneNum |
| Form And Info And Materials | LETTER WITH EXPLANATION OF ORGANIZATION'S FUNCTION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION | ||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | PUBLIC CHARITY | TO DEFEND AND PRESERVE THE INDIVIDUAL RIGHTS AND LIBERTIES GUARANTEED BY THE CONSTITUTION AND LAWS OF THE UNITED STATES. | $10,000 |
| ANIMAL WELFARE INSTITUTE | ||||||
| 900 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | PUBLIC CHARITY | TO ALLEVIATE THE SUFFERING INFLICTED ON ANIMALS BY HUMANS. | $750 |
| ANTI - DEFAMATION LEAGUE | ||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | PUBLIC CHARITY | TO STOP THE DEFAMATION OF THE JEWISH PEOPLE, AND TO SECURE JUSTICE AND FAIR TREATMENT TO ALL. | $12,500 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | ||||||
| 840 FIRST STREET | WASHINGTON | DC | 20002 | PUBLIC CHARITY | TO CREATE A SAFER AMERICA BY CUTTING GUN DEATHS IN HALF BY 2025. | $3,125 |
| ENVIRONMENTAL DEFENSE FUND | ||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | PUBLIC CHARITY | ENVIRONMENTAL ADVOCACY USING SCIENCE ECONOMICS AND LAW | $3,000 |
| EQUAL JUSTICE INITIATIVE | ||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | PUBLIC CHARITY | TO END MASS INCARCERATION AND EXCESSIVE PUNISHMENT IN THE UNITED STATES, TO CHALLENGING RACIAL AND ECONOMIC INJUSTICE, AND TO PROTECTING BASIC HUMAN RIGHTS FOR THE MOST VULNERABLE PEOPLE IN AMERICAN SOCIETY. | $12,500 |
| HENRY STREET SETTLEMENT | ||||||
| 265 HENRY STREET | NEW YORK | NY | 10002 | PUBLIC CHARITY | HENRY STREET SETTLEMENT OPENS DOORS OF OPPORTUNITY FOR LOWER EAST SIDE RESIDENTS AND OTHER NEW YORKERS THROUGH SOCIAL SERVICES, ARTS, AND HEALTH CARE PROGRAMS. | $3,000 |
| HORSEABILITY | ||||||
| 223 STORE HILL ROAD | OLD WESTBURY | NY | 11568 | PUBLIC CHARITY | TO IMPROVE THE LIVES OF INDIVIDUALS WITH SPECIAL NEEDS THROUGH FACILITATED INTERACTIONS WITH HORSES. | $2,500 |
| HUNKS AND HUNNIES | ||||||
| 22 MOLLYS WAY | SALT POINT | NY | 12578 | PUBLIC CHARITY | TO ENHANCE THE HUMAN EXPERIENCE FOR THOSE WHO WISH TO LOOK AND FEEL THEIR BEST. | $1,000 |
| INTERNATIONAL RESEARCH FOUNDATION FOR RSDCRPS | ||||||
| 1910 EAST BUSCH BOULEVARD | TAMPA | FL | 33612 | PUBLIC CHARITY | TO SUPPORT AN INTERNATIONAL RESEARCH NETWORK WHICH WILL HELP EDUCATE MEDICAL PROFESSIONALS AND SUPPORT RESEARCH WORLDWIDE | $1,250 |
| LAST CHANCE ANIMAL RESCUE | ||||||
| PO BOX 1661 | SOUTHAMPTON | NY | 11969 | PUBLIC CHARITY | TO SAVE THE LIVES OF ANIMALS, AND RESCUE ANIMALS THAT ARE LOCATED IN "KILL" FACILITIES AND UNDERWRITE THE COSTS OF RELOCATING THEM TO "NO KILL" FACILITIES AND FOSTER HOMES IN HOPES OF FINDING THEM A FOREVER FAMILY. | $1,000 |
| LITTLE SHELTER | ||||||
| 33 WARNER RD | HUNTINGTON | NY | 11743 | PUBLIC CHARITY | DEDICATED TO SAVING ABANDONED DOGS AND CATS AND PLACING THEM INTO LOVING FOREVER HOMES SINCE 1927. | $750 |
| LONG ISLAND CARES | ||||||
| 10 DAVIDS DRIVE | HAUPPAUGE | NY | 11788 | PUBLIC CHARITY | TO IMPROVE FOOD SECURITY FOR FAMILIES, SPONSOR PROGRAMS THAT HELP FAMILIES ACHIEVE SELF-SUFFICIENCY, AND EDUCATE THE GENERAL PUBLIC ABOUT THE CAUSES AND CONSEQUENCES OF HUNGER ON LONG ISLAND. | $3,125 |
| MAMA FOUNDATION FOR THE ARTS | ||||||
| 149 WEST 126TH STREET | NEW YORK | NY | 10027 | PUBLIC CHARITY | TO PRESENT, PRESERVE, AND PROMOTE THE HISTORY AND FUNDAMENTALS OF GOSPEL, JAZZ, AND RHYTHM AND BLUES MUSIC FOR CURRENT AND FUTURE GENERATIONS. | $7,500 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | ||||||
| 4301 WILSON BLVD SUITE 300 | ARLINGTON | VA | 22203 | PUBLIC CHARITY | TO SUPPORT ADVOCACY, EDUCATION, AND PUBLIC AWARENESS SO THAT ALL INDIVIDUALS AND FAMILIES AFFECTED BY MENTAL ILLNESS CAN BUILD BETTER LIVES | $750 |
| NORTH SHORE SOUP KITCHEN | ||||||
| PO BOX 168 | GLEN COVE | NY | 11542 | PUBLIC CHARITY | TO FEED HUNGRY AND HOMELESS PEOPLE IN THE GLEN COVE, NY AREA. | $3,500 |
| PARTNERS IN HEALTH | ||||||
| 800 BOYLSTON STREET SUITE 300 | BOSTON | MA | 02199 | PUBLIC CHARITY | TO PROVIDE A PREFERENTIAL OPTION FOR THE POOR IN HEALTH CARE. | $200 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | PUBLIC CHARITY | TO DELIVER VITAL REPRODUCTIVE HEALTH CARE, SEX EDUCATION, AND INFORMATION TO MILLIONS OF WOMEN, MEN, AND YOUNG PEOPLE WORLDWIDE. | $5,000 |
| PLANNED PARENTHOOD OF GREATER NEW YORK | ||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | PUBLIC CHARITY | TO ENSURE ALL PEOPLE HAVE ACCESS TO THE CARE AND RESOURCES THEY NEED TO MAKE INFORMED DECISIONS ABOUT THEIR BODIES, THEIR LIVES, AND THEIR FUTURES. | $1,000 |
| RIVERKEEPER | ||||||
| 20 SECOR ROAD | OSSINING | NY | 10562 | PUBLIC CHARITY | TO PROMOTE CLEAN, SWIMMABLE WATERS, A HUDSON RIVER TEEMING WITH LIFE, AND SAFE AND ABUNDANT DRINKING WATER SUPPLIES. | $20,000 |
| ROBIN HOOD FOUNDATION | ||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | PUBLIC CHARITY | TO FIGHT POVERTY. | $3,500 |
| SAN ANGELO MUSEUM OF FINE ART | ||||||
| ONE LOVE STREET | SAN ANGELO | TX | 76903 | PUBLIC CHARITY | TO ESTABLISH AND MAINTAIN A MUSEUM IN ORDER TO HOUSE AND EXHIBIT A PERMANENT COLLECTION OF ART AS WELL AS TO PROVIDE SPACE FOR TRAVELING EXHIBITIONS, FOR THE PURPOSE OF THE ENJOYMENT AND EDUCATION OF THE GENERAL PUBLIC IN SAN ANGELO, TEXAS, THE RURAL COMMUNITIES OF THE CONCHO VALLEY, AND THE STATE OF TEXAS. | $2,500 |
| SCENIC HUDSON | ||||||
| ONE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 12601 | PUBLIC CHARITY | TO PRESERVE LAND AND FARMS AND CREATE PARKS THAT CONNECT PEOPLE WITH THE INSPIRATIONAL POWER OF THE HUDSON RIVER, WHILE FIGHTING THREATS TO THE RIVER AND NATURAL RESOURCES THAT ARE THE FOUNDATION OF THE VALLEY'S PROSPERITY. | $30,000 |
| SOUTHERN POVERTY LAW CENTER | ||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PUBLIC CHARITY | TO ENSURE THAT THE PROMISE OF THE CIVIL RIGHTS MOVEMENT BECAME A REALITY FOR ALL. | $10,000 |
| ST MARKS SCHOOL | ||||||
| 2602 EAST 19TH STRRET | BROOKLYN | NY | 11235 | PUBLIC CHARITY | TO PROMOTE EDUCATIONAL INTEGRITY, MORAL STRENGTH, PERSONAL RESPONSIBILITY AND CULTURAL AWARENESS. | $4,000 |
| THE NATURE CONSERVANCY | ||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | NEW YORK | NY | 22203 | PUBLIC CHARITY | TO CONSERVE THE LANDS AND WATERS ON WHICH ALL LIFE DEPENDS. | $500 |
| UNIVERSITY OF MICHIGAN | ||||||
| 500 SOUTH STATE STREET | ANN ARBOR | MI | 48109 | PUBLIC CHARITY | TO SERVE THE PEOPLE OF MICHIGAN AND THE WORLD THROUGH PREEMINENCE IN CREATING, COMMUNICATING, PRESERVING AND APPLYING KNOWLEDGE, ART, AND ACADEMIC VALUES, AND IN DEVELOPING LEADERS AND CITIZENS WHO WILL CHALLENGE THE PRESENT AND ENRICH THE FUTURE. | $1,000 |
| VISITING NURSE SERVICE | ||||||
| 1250 BROADWAY | NEW YORK | NY | 10001 | PUBLIC CHARITY | TO PROMOTE THE HEALTH AND WELL-BEING OF PATIENTS, MEMBERS, AND FAMILIES BY PROVIDING HIGH-LEVEL, COST-EFFECTIVE HEALTHCARE IN THE HOME AND COMMUNITY. | $2,500 |
| MARTY'S PLACE SENIOR DOG SANCTUARY | ||||||
| 118 ROUTE 526 | UPPER FREEHOLD TOWNSHI | NJ | 08501 | PUBLIC CHARITY | TO PROVID A SAFE, LOVING AND PROTECTED ENVIRONMEMT FOR SENIOR DOGS THAT DO NOT HAVE HOMES | $1,000 |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | ||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | PUBLIC CHARITY | TO PROVIDE PATIENT CARE AND TRAINING. | $5,000 |
| HIAS INC | ||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | PUBLIC CHARITY | TO HELP REFUGEES AROUND THE WORLD REBUILD THEIR LIVES IN SAFETY AND DIGNITY | $10,000 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 60 EAST 42ND STREET SUITE 2240 | NEW YORK | NY | 10165 | PUBLIC CHARITY | TO HELP FAMILIES, CAREGIVER, HEALTH CARE PROFESSIONALS, AND THOSE LIVING WITH THE DISEASE IN THE FIVE BOROUGHS | $3,125 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PUBLIC CHARITY | TO LEADING THE WAY THE WORLD UNDERSTANDS, TREATS AND DEFEATS CHILDHOOD CANCER AND OTHER LIFE-THREATENING DISEASES | $7,125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $172,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $450 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,174 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $108,801 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Exclusion | $5,139 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $151,564 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $151,564 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,775 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $11,367 | $82,343 |
| ABBVIE INC | $19,690 | $193,609 |
| AT&T INC. | $13,667 | $30,634 |
| COSTCO WHOLESALE CORP | $66,123 | $288,965 |
| DELL TECHNOLOGIES INC | $8,952 | $16,128 |
| INTL BUSINESS MACHINES CORP | $747 | $86,225 |
| MEDTRONIC PLC | $56,327 | $57,264 |
| PFIZER | $37,258 | $86,698 |
| SONY CORP | $48,608 | $228,840 |
| VMWARE INC | $9,347 | $21,606 |
| WARNER BROS DISCOVERY INC | $3,650 | $3,811 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS CORE FIXED CLASS P | AT COST | $189,565 | $162,223 |
| GOLDMAN SACHS SHORT DURATION CLASS P | AT COST | $240,254 | $227,724 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAL AGENT FEES | $189 | $189 | $0 |
| NYS FILING FEE | $250 | $0 | $0 |
| MISCELLANOUS | $20 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $5,139 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $5,139 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OVERDRAFT | Desc |
| BOY Book Value | $37,626 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN WITHHOLDING TAX | CategoryTxt |
| Amt | $721 | Amt |
| Net Investment Income | $721 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments