THE CHAZEN FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE CHAZEN FOUNDATION (EIN 13-3229474)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-03
IRS object ID
202323079349101682
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-03T14:46:50-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 AVENUE OF THE AMERICASAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133229474EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHAZEN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHAZBusinessNameControlTxt
Phone2128887800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO COHNREZNICK 1301 6TH AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSIMONA CHAZENPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2128887800PhoneNum
Signature2023-10-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSIMONAPersonFirstNm
Person LastCHAZENPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVE KREINIKPreparerPersonNm
PTINP00839914PTIN
Phone2122970400PhoneNum
Preparation2023-10-26PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,666,775FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$210,070DividendsRevAndExpnssAmt
Dividends Net Invst Incm$210,070DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$551,256NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,228,588GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$8,730OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$8,730OtherIncomeNetInvstIncmAmt
Total Rev And Expnss-$332,449TotalRevAndExpnssAmt
Total Net Invst Incm$218,807TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$4,000LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$12,351AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,117AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$8,234AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$15,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,500OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$7,500OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,829TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,329TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$16,667OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$16,667OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$85,190OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$84,440OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$750OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$137,037TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$98,386TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$37,151TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$541,036ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$541,036ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$678,073TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$98,386TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$578,187TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,010,522ExcessRevenueOverExpensesAmt
Net Investment Income$120,421NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$432,658SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$317,619SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$317,619SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$7,529,769CorporateStockBOYAmt
Corporate Stock EOY$6,649,378CorporateStockEOYAmt
Corporate Stock EOYFMV$9,349,156CorporateStockEOYFMVAmt
Other Investments BOY$15,732OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$7,978,159TotalAssetsBOYAmt
Total Assets EOY$6,966,997TotalAssetsEOYAmt
Total Assets EOYFMV$9,666,775TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,978,159RetainedEarningBOYAmt
Retained Earning EOY$6,966,997RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,978,159TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,966,997TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,978,159TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,966,997TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,978,159TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,010,522ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,967,637SubtotalAmt
Other Decreases$640OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,966,997TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
TRUIST# 9456P2022-01-012022-12-31$501,339$766,340-$265,001-$265,001
TRUIST# 9456P2022-01-012022-12-31$1,725,075$2,000,000-$274,925-$274,925
FROM PEG POOLED VENTURE CAPITAL PRIVATE INVESTORS K-1P2022-01-012022-12-31-$4,849-$4,849
FROM PEG POOLED CORPORATE FINANCE PRIVATE INVESTORS K-1P2022-01-012022-12-31-$8,655-$8,655
CAPITAL GAINS DIVIDENDSP$2,174$2,174$2,174
FieldValueIRS element (for citing)
Capital Gain Net Income-$551,256CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,674InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,674SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,674TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,446EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$4,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$9,446TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$7,772OverpaymentAmt
Applied To ES Tax$7,772AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressCHAZEN.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2128887800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11301 6TH AVEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSIMONA CHAZENPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O COHNREZNICK 1301 6TH AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.25AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,259,920AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$430,428AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,281FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,692,629TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,692,629AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$160,389CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,532,240NetVlNoncharitableAssetsAmt
Minimum Investment Return$526,612MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$526,612MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,674TaxBasedOnInvestmentIncomeAmt
Total Tax$1,674TotalTaxAmt
Distributable Before Adj$524,938DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$524,938DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$524,938DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$578,187ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$578,187QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$524,938DistributableAsAdjustedAmt
Undistributed Income PY$396,116UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$578,187QualifyingDistributionsAmt
Applied To Year1$396,116AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$182,071AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$342,867UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CRAFT COUNCIL
PO BOX 8567BIG SANDYTX75755NONEPUBLIC CHARITYGENERAL SUPPORT$225
ANDREW GOODMAN FOUNDATION
PO BOX 394MAHWAHNJ07430NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
ASSOCIATION OF ISRAEL'S DECORATIVE ARTS
110 EAST 59TH STREET 26TH FLOORNEW YORKNY10022NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
CENTER FOR SAFETY & CHANGE
9 JOHNSONS LANENEW YORKNY10956NONEPUBLIC CHARITYGENERAL SUPPORT$27,900
COLUMBIA BUSINESS SCHOOL
33 WEST 60TH STREET 7TH FLOORNEW YORKNY10023NONEPUBLIC CHARITYGENERAL SUPPORT$15,000
COLUMBIA UNIVERSITY - JAZZ STUDIES FUND
622 W 113TH STREETNEW YORKNY10025NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
EDWARD HOPPER HOUSE
82 NORTH BROADWAYNYACKNY10960NONEPUBLIC CHARITYGENERAL SUPPORT$250
HIAS
PO BOX 97077WASHINGTONDC20090NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
JAZZ AT LINCOLN CENTER
162 WEST 56TH STREET SUITE 405NEW YORKNY10019NONEPUBLIC CHARITYGENERAL SUPPORT$25,000
JCC ROCKLAND
450 ROADWEST NYACKNY10994NONEPUBLIC CHARITYGENERAL SUPPORT$23,000
JEWISH COMMUNITY CENTER
131 W 86TH STNEW YORKNY10024NONEPUBLIC CHARITYGENERAL SUPPORT$100
JEWISH EDUCATION PROJECT
520 EIGHTH AVENUE 15TH FLOORNEW YORKNY10018NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
JEWISH FEDERATION OF ROCKLAND COUNTY
450 ROADWEST NYACKNY10994NONEPUBLIC CHARITYGENERAL SUPPORT$150,000
JEWISH NATIONAL FUND
78 RANDALL AVENUEROCKVILLE CENTRENY11570NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
LINCOLN CENTER FOR THE PERFORMING ARTS
70 LINCOLN CENTER PLAZA 9TH FLOORNEW YORKNY10023NONEPUBLIC CHARITYGENERAL SUPPORT$35,000
MADISON COMMUNITY FOUNDATION
111 N FAIRCHILD STREET SUITE 260MADISONWI53703NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
METROPOLITAN OPERA
LINCOLN CENTERNEW YORKNY10023NONEPUBLIC CHARITYGENERAL SUPPORT$25,000
MONTEFIORE NYACK HOSPITAL FOUNDATION
160 N MIDLAND AVENUENYACKNY10960NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
MUSEUM OF MODERN ART
11 WEST 53RD STREETNEW YORKNY10019NONEPUBLIC CHARITYGENERAL SUPPORT$200
NEW YORK PUBLIC RADIO
160 VARICK STREETNEW YORKNY10013NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
NEWPORT FESTIVALS FOUNDATION INC
PO BOX 3865NEWPORTRI02840NONEPUBLIC CHARITYGENERAL SUPPORT$25,000
NYACK FIRE DEPARTMENT
PO BOX 91UPPER NYACKNY10960NONEPUBLIC CHARITYGENERAL SUPPORT$100
NYPIRG
9 MURRAY STREETNEW YORKNY10007NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
PENGUIN REP THEATRE
PO BOX 91STONY POINTNY10980NONEPUBLIC CHARITYGENERAL SUPPORT$5,160
PEOPLE TO PEOPLE
121 WEST NYACK ROADNANUETNY10954NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
QUEENS COLLEGE FOUNDATION INC
65-30 KISSENA BLVDFLUSHINGNY11367NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
RACINE ART MUSEUM
441 MAIN STREETRACINEWI53403NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
ROCKLAND COUNTRY PRIDE CENTER
28 S FRANKLIN STNAYAKNY10960NONEPUBLIC CHARITYGENERAL SUPPORT$75,000
ROCKLAND COMMUNITY FOUNDATION
PO BOX 323NEW CITYNY10956NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
ROCKLAND CONSERVATORY OF MUSIC
45 S MAIN STPEARL RIVERNY10965NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
THE REFORM TEMPLE OF ROCKLAND
330 NORTH HIGHLAND AVENEW YORKNY10960NONEPUBLIC CHARITYGENERAL SUPPORT$12,461
UNITED HOSPICE OF ROCKLAND
11 STOKUM LANENEW CITYNY10956NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
UNIVERSITY OF WISCONSIN FOUNDATION
BOX 78807MILWAUKEEWI53278NONEPUBLIC CHARITYGENERAL SUPPORT$500
URBAN GLASS
647 FULTON STREET 3RD FLOORBROOKLYNNY11217NONEPUBLIC CHARITYGENERAL SUPPORT$500
UW HILLEL
611 LANGDON STREETMADISONWI53703NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
VCS INC
77 SOUTH MAIN STREENEW CITYNY10956NONEPUBLIC CHARITYGENERAL SUPPORT$25,000
W3R-US
PO BOX 38255WASHINGTONDC21231NONEPUBLIC CHARITYGENERAL SUPPORT$80
RICHARD TUCKER MUSIC FOUNDATION
1790 BROADWAY SUITE 715NEW YORKNY10019NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
WNET
825 EIGHT AVENUENEW YORKNY10019NONEPUBLIC CHARITYGENERAL SUPPORT$10,060
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$541,036TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$210,070ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,730ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$551,256ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$332,449ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$332,449TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryOUTSIDE ACCOUNTING & TAX SERVICESCategoryTxt
Amt$12,351Amt
Net Investment Income$4,117NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,234DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
11428 UNITS ISHARES CORE S&P 500 ETF$2,148,920$4,390,752
5399 UNITS OF WISDOMTREE EUROPE HEDGE EQUITY FUND$268,260$377,714
3576 UNITS OF VANGUARD SMALL-CAP ETF$621,988$656,339
533 UNITS OF VANGUARD MID-CAP GROWTH INDEX FUND$77,510$95,812
28117 UNITS OF ARES CAPITAL CORP$530,365$519,321
4185 UNITS OF VANGUARD DIVIDEND APPRECIATION INDEX FUND$500,214$635,492
1560 UNITS OF VANGUARD MID-CAP GROWTH INDEX FUND$185,546$280,426
3625 UNITS OF ISHARES CORE S&P 500 ETF$1,175,646$1,392,761
4483 UNITS OF INVESCO NASDAQ 100 ETF$596,612$491,023
8266 UNITS OF ISHARES CORE MSCI EAFE ETF$544,317$509,516

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$4,000LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,000DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSESDesc
Amt$640Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT & CUSTODIAN FEES$75,000$75,000$0
OTHER EXPENSES FROM PASSTHROUGHS$9,440$9,440$0
NYS FILING FEE$750$0$750

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INCOME FROM PASSTHROUGHS$105$105$105
MISCELLANEOUS INCOME$8,625$8,625$8,625

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBOOKKEEPING & ADMINISTRATIONCategoryTxt
Amt$15,000Amt
Net Investment Income$7,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,500DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX ON DIVIDENDS$2,329$2,329$0
FEDERAL EXCISE TAX$1,500$0$0

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