WILLIAM L & LESLEY H COLLINS FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM L & LESLEY H COLLINS FAMILY FOUNDATION (EIN 52-1872190)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-28
- IRS object ID
- 202302719349100425
- 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
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-28T08:36:40-00:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDRE MONTERO CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 129 86 STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11209 | 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 | 521872190 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM L & LESLEY H COLLINS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WILLIAM COLLINS | InCareOfNm |
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 7189216229 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6597 NICHOLAS BLVD APT 1903 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM COLLINS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7189216229 | PhoneNum |
| Signature | 2023-09-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | COLLINS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDRE MONTERO | PreparerPersonNm |
| PTIN | P01354425 | PTIN |
| Phone | 6466912998 | PhoneNum |
| Preparation | 2023-09-28 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | $7,190,111 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $59,288 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $59,288 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $76,520 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,520 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,013 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $805,652 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,013 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $484 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $484 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $180,305 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $180,305 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $18,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,939 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,939 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,939 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,640 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32,640 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $32,640 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,579 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,579 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61,579 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $409,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $409,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $471,079 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,579 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $471,079 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$290,774 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $118,726 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,891 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,640 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,640 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $6,415,082 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,149,010 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,186,471 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $858 | OtherAssetsBOYAmt |
| Total Assets BOY | $6,442,831 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,152,650 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,190,111 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $593 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $593 | TotalLiabilitiesEOYAmt |
| Capital Stock BOY | $6,442,831 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,152,057 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,442,831 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,152,057 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,442,831 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,152,650 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,442,831 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$290,774 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,152,057 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,152,057 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY ST | P | 2022-07-01 | 2022-12-31 | $18,075 | $22,356 | -$4,281 | -$4,281 |
| MORGAN STANLEY LT | P | 2021-07-01 | 2022-12-31 | $37,037 | $35,693 | $1,344 | $1,344 |
| PNC | P | 2021-12-08 | 2022-12-14 | $23,795 | $26,590 | -$2,795 | -$2,795 |
| PNC | P | 2020-11-19 | 2022-12-14 | $700,623 | $588,151 | $112,472 | $112,472 |
| ARCHVIEW | P | 2019-07-01 | 2022-12-31 | $50,196 | -$50,196 | -$50,196 | |
| VITTORIA | P | 2019-07-01 | 2022-12-31 | $38,653 | -$38,653 | -$38,653 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,013 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,281 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,650 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,650 | SubtotalAmt |
| Tax Based On Investment Income | $1,650 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $5,000 | OriginalReturnTaxPaidAmt |
| Es Penalty | $29 | EsPenaltyAmt |
| Overpayment | $3,321 | OverpaymentAmt |
| Applied To ES Tax | $3,321 | AppliedToESTaxAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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 | WILLIAM COLLINS | IndividualWithBooksNm |
| Phone | 6464359170 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6597 NICHOLAS BLVD APT 1903 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| WILLIAM COLLINS | ||||||
| 6597 NICHOLAS BLVD | NAPLES | FL | 34108 | PRESIDENT | 002.00 | $0 |
| LESLEY COLLINS | ||||||
| 6597 NICHOLAS BLVD | NAPLES | FL | 34108 | SECRETARY | 001.00 | $0 |
| BRIAN COLLINS | ||||||
| 7 DAVIDS COURT | SOUTHHAMPTON | NY | 11968 | TRUSTEE | 001.00 | $0 |
| JENNIFER COLLINS | ||||||
| 49-51 CHAMBERS STREET | NEW YORK | NY | 10007 | TRUSTEE | 001.00 | $0 |
| COURTNEY COLLINS | ||||||
| 101 WARREN STREET APT 2630 | NEW YORK | NY | 10013 | TRUSTEE | 001.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ONLY ACTIVITY IS TO MAKE CASH CONTRIBUTIONS TO ORGANIZED CHARITIES SEE SCHEDULE FOR PART XV | Description1Txt |
| Expenses1 | $409,500 | Expenses1Amt |
| Description2 | ADMINISTRATIVE EXPENSES | Description2Txt |
| Expenses2 | $61,579 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,086,385 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,655 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $429 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,102,469 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,102,469 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $121,537 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,980,932 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $399,047 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $399,047 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,650 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,650 | TotalTaxAmt |
| Distributable Before Adj | $397,397 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $397,397 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $397,397 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $471,079 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $471,079 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $397,397 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $147,490 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $53,193 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $200,683 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $471,079 | QualifyingDistributionsAmt |
| Applied To Current Year | $397,397 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $73,682 | RemainingDistriFromCorpusAmt |
| Total Corpus | $274,365 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $147,490 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $126,875 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $53,193 | ExcessFromYear2Amt |
| Excess From Current Year | $73,682 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM COLLINS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ARCHBISHOP'S ANNUAL APPEAL | |||||
| 171 CLINTON AVE | NEWARK | NJ | 07104 | CHARITY | $250 |
| ARF OF THE HAMPTONS | |||||
| 124 DANIELS HOLE RD | EAST HAMPTON | NY | 11937 | CHARITY | $100 |
| ASPEN VALLEY HOSPITAAL FDN | |||||
| 401 CASTLE CREEK RD | ASPEN | CO | 81611 | CHARITY | $100 |
| CARE | |||||
| PO BOX 7039 | MERRIFIELD | VA | 22116 | CHARITY | $500 |
| CATHOLIC CHARITIES OF NEW YORK | |||||
| 1011 FIRST AVE | NEW YORK | NY | 10022 | CHARITY | $1,000 |
| CITY MEALS ON WHEELS | |||||
| 307 KENT AVE | BROOKLYN | NY | 11249 | CHARITY | $500 |
| COVENANT HOUSE | |||||
| TIMES SQ STAPOBOX 731 | NEW YORK | NY | 10108 | CHARITY | $250 |
| CATHOLIC CHARITIES OF BROOKLYN | |||||
| 191 JORALEMON ST | BROOKLYN | NY | 11201 | CHARITY | $250 |
| DOCTORS WITHOUT BORDERS | |||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | CHARITY | $1,500 |
| DWIGHT ENGLEWOOD SCHOOL | |||||
| 315 PALISADES AVE | ENGLEWOOD | NJ | 07532 | CHARITY | $5,000 |
| FISTULA FOUNDATION | |||||
| 1700 THE ALAMEDA | SAN JOSE | CA | 95126 | CHARITY | $250 |
| GEORGETOWN UNIVERSITY | |||||
| 3700 O ST NW | DISTRICT OF COLUMBIA | DC | 20057 | CHARITY | $1,000 |
| GUADALUPE CENTER | |||||
| 509 HOPE CIRCLE | IMMOKALEE | FL | 34142 | CHARITY | $500 |
| HABITAT FOR HUMANITY | |||||
| 322 WEST LAMAR ST | AMERICUS | GA | 31709 | CHARITY | $500 |
| HARRY CHAPIN FOOD BANK | |||||
| 3760 FOWLER ST | FORT MYERS | FL | 33901 | CHARITY | $1,500 |
| HUMANE SOCIETY OF NAPES FLA | |||||
| 370 AIRPORT-PULLING RD | NAPLES | FL | 34104 | CHARITY | $200 |
| HUMC FOUNDATION | |||||
| 30 PROSPECT AVE | HACKENSACK | NJ | 07601 | CHARITY | $5,000 |
| MEMORIAL SLOAN KETTERING CANCER CTR | |||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | CHARITY | $150 |
| NIAGARA UNIVERSITY | |||||
| 5795 LEWISTON RD | NIAGARA UNIVERSITY | NY | 14109 | CHARITY | $1,000 |
| OXFAM AMERICA | |||||
| 226 CAUSEWAY | BOSTON | MA | 02114 | CHARITY | $500 |
| PECONIC LAND TRUST | |||||
| 296 HAMPTON ROAD | NEW YORK | NY | 11968 | CHARITY | $100 |
| ROBIN HOOD FOUNDATION | |||||
| 826 BROADWAY | NEW YORK | NY | 10003 | CHARITY | $1,000 |
| ROGERS MEMORIAL LIBRARY FUND | |||||
| 91 COOPERS FARM RD | SOUTHAMPTON | NY | 11968 | CHARITY | $100 |
| SALVATION ARMY OF NAPLES FLA | |||||
| 3180 ESTEY AVE | NAPLES | FL | 34104 | CHARITY | $200 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | CHARITY | $100 |
| SOUTHAMPTON HISTORICAL MUSEUM | |||||
| 17 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | CHARITY | $200 |
| ST JOHN NEUMANN-GUARDIAN ANGEL SCH | |||||
| 11211 BEAUCHAMP RD | BERLIN | MD | 21811 | CHARITY | $1,000 |
| ST JOHN'S UNIVERSITY | |||||
| 8000 UTOPIA PARKWAY | JAMAICA | NY | 11439 | CHARITY | $360,000 |
| STJOHN'S UNIV-BREAD & LIFE | |||||
| 8000 UTOPIA PARKWAY | JAMAICA | NY | 11439 | CHARITY | $1,000 |
| ST JOHN'S PREPARATORY SCHOOL | |||||
| 21-21 CRESCENT ST | ASTORIA | NY | 11105 | CHARITY | $500 |
| ST THERESE RC CHURCH | |||||
| 120 MONROE ST | CRESSKILL | NJ | 07626 | CHARITY | $500 |
| ST WILLIAM'S RC CHURCH | |||||
| 750 SEAGATE AVE | NAPLES | FL | 34103 | CHARITY | $500 |
| STRIVE | |||||
| 205 EAST 122ND ST | NEW YORK | NY | 10035 | CHARITY | $5,000 |
| TEAM RUBICON | |||||
| 5230 PACIFIC CONCOURSE | LOS ANGELES | CA | 90045 | CHARITY | $1,000 |
| USO | |||||
| PO BOX 96860 | DISTRICT OF COLUMBIA | DC | 20077 | CHARITY | $500 |
| WORLD CENTRAL KITCHEN | |||||
| 200 MASSACHUSETTS AVE NW | DISTRICT OF COLUMBIA | DC | 20001 | CHARITY | $1,000 |
| COMMUNITY FOODBANK OF NJ | |||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 07205 | CHARITY | $250 |
| DIOCESE OF VENICE FLORIDA | |||||
| 1000 PINEBROOK RD | VENICE | FL | 34285 | CHARITY | $500 |
| FEEDING AMERICAWASHINGTONDC | |||||
| 1627 I ST NW | WASHINGTON | DC | 20006 | CHARITY | $250 |
| GURWIN JEWISH NURSING 7 REHAB SYS | |||||
| 68 HAUPPAUGE RD | COMMACK | NY | 11725 | CHARITY | $250 |
| KOWIACHOBEE ANIMAL PRESERVE | |||||
| 2861 4TH AVE SE | NAPLES | FL | 34117 | CHARITY | $200 |
| NYU STERN FUND | |||||
| 44 WEST FOURTH ST | NEW YORK | NY | 10012 | CHARITY | $500 |
| READ TO LEAD | |||||
| 123 WILLIAM ST | NEW YORK | NY | 10038 | CHARITY | $2,500 |
| SACRED HEART CHURCH | |||||
| 27905 MAIN RD | CUTCHOGUE | NY | 11935 | CHARITY | $150 |
| SOUTHAMPTON ANIMAL SHELTER FDN | |||||
| 102 OLD RIVERHEAD RD W | HAMPTON BAYS | NY | 11946 | CHARITY | $200 |
| SOUTHAMPTON HOSPITAL FDN | |||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | CHARITY | $100 |
| ST PADRE PIO HOSPITAL | |||||
| 463 MAIN STREET | CROMWELL | CT | 06416 | CHARITY | $1,000 |
| ST JOHN'S UNIV-REVBTRACEY SCH | |||||
| 8000 UTOPIA PARKWAY | QUEENS | NY | 11439 | CHARITY | $10,000 |
| ST JUDE'S HOSPITAL | |||||
| 220 E 42ND ST | NEW YORK | NY | 10017 | CHARITY | $100 |
| ST MATTHEW'S HOUSE OF NAPLES FL | |||||
| 2001 AIRPORT RD S | NAPLES | FL | 34112 | CHARITY | $500 |
| WNET THIRTEEN | |||||
| 825 EIGHTH AVE | NEW YORK | NY | 10019 | CHARITY | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $409,500 | TotalGrantOrContriPdDurYrAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREPARATION | CategoryTxt |
| Amt | $18,000 | Amt |
| Net Investment Income | $18,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,000 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Not Required to because the Foundation doesnt accept contributions from the public | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY MANAGED ACCT | AT COST | $67,874 | $94,703 |
| HAWTHORN MANAGED ACCOUNT | AT COST | $6,081,136 | $7,091,768 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY Book Value | $858 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISEMENT FEES | $32,593 | $32,593 | $32,593 |
| MISC | $47 | $47 | $47 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASS THROUGH INCOME FROM INVESTMENTS | Desc |
| Revenue And Expenses Per Books | $484 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $484 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,380 | $1,380 | $1,380 |
| FORM PF | $9,559 | $9,559 | $9,559 |
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