NORMANDIE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NORMANDIE FOUNDATION INC (EIN 13-6213564)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-06
- IRS object ID
- 202323109349100992
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-06T18:33:11-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133274471 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABACUS & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 147 E 48TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 136213564 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORMANDIE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORM | BusinessNameControlTxt |
| Phone | 2122309800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO NORMAN FOUNDATION 147 E 48TH S | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ABIGAIL NORMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122309800 | PhoneNum |
| Signature | 2023-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ABIGAIL | PersonFirstNm |
| Person Last | NORMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELAINE CHEUNG | PreparerPersonNm |
| PTIN | P00762660 | PTIN |
| Phone | 2122309800 | PhoneNum |
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 | $14,474,749 | 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 | $250,211 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $240,438 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $240,438 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $433,885 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $217,206 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $433,885 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $81,653 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $81,653 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,006,187 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $755,976 | 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 |
| Interest Rev And Expnss | $5,627 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $5,627 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,479 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $891 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $159,867 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $142,066 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,647 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $198,973 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $148,584 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,647 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $581,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $581,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $780,473 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $148,584 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $599,147 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $225,714 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $607,392 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,816,296 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $302,081 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $302,081 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $823,798 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $828,725 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $830,236 | CorporateStockBOYAmt |
| Corporate Stock EOY | $712,541 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,937,203 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,123,389 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,014,332 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,385,940 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $20,800 | OtherAssetsBOYAmt |
| Other Assets EOY | $20,800 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $20,800 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,790,721 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,873,552 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,474,749 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,790,721 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,873,552 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,790,721 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,873,552 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,790,721 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,873,552 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,790,721 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $225,714 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,016,435 | SubtotalAmt |
| Other Decreases | $142,883 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,873,552 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,155 SHRS TENCENT HOLDINGS LIMITED UNSPON ADR | P | 2021-04-07 | 2022-03-11 | $51,642 | $90,350 | -$38,708 | -$38,708 |
| 160 SHRS COMCAST CORPORATION | P | 2008-11-28 | 2022-03-11 | $7,210 | $1,402 | $5,808 | $5,808 |
| 2,610 SHRS PROSUS N.V. SPON ADREACH REP | P | 2019-11-19 | 2022-03-14 | $25,296 | $38,046 | -$12,750 | -$12,750 |
| 1,928 SHRS TENCENT HOLDINGS LIMITED UNSPON ADR | P | 2015-11-23 | 2022-03-11 | $86,205 | $58,720 | $27,485 | $27,485 |
| FROM K-1 SUCABA CRUT LLC | P | 2022-01-02 | 2022-12-31 | $35,804 | $35,804 | ||
| FROM K-1 SUCABA CRUT LLC | P | 2021-01-01 | 2022-12-31 | $79,500 | $79,500 | ||
| FROM K-1 CRT INCOME LLC | P | 2022-01-02 | 2022-12-31 | $270 | $270 | ||
| FROM K-1 CRT INCOME LLC | P | 2021-01-01 | 2022-12-31 | -$18,816 | -$18,816 | ||
| FROM K-1 CRT STOCKS LLC | P | 2022-01-02 | 2022-12-31 | -$42,109 | -$42,109 | ||
| FROM K-1 CRT STOCKS LLC | P | 2021-01-01 | 2022-12-31 | $350,227 | $350,227 | ||
| FROM K-1 CRT STOCKS LLC - SEC 1231 | P | 2021-01-01 | 2022-12-31 | $321 | $321 | ||
| CAPITAL GAINS DIVIDENDS | P | $46,853 | $46,853 | $46,853 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $433,885 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,443 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,443 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,443 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,812 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,312 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,869 | OverpaymentAmt |
| Applied To ES Tax | $9,869 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | NORMAN FOUNDATION INC | IndividualWithBooksNm |
| Phone | 2122309800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 147 E 48TH ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 |
|---|---|---|---|---|---|---|---|---|
| ABIGAIL NORMAN | ||||||||
| C/O NORMAN FDN 147 E 48TH ST | NEW YORK | NY | 10017 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARGARET NORMAN | ||||||||
| C/O NORMAN FDN 147 E 48TH ST | NEW YORK | NY | 10017 | SECRETARY AND TREASURER | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,021,183 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,386,257 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,949,976 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,357,416 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,357,416 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $230,361 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,127,055 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $756,353 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $756,353 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,443 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,355 | IncomeTaxAmt |
| Total Tax | $10,798 | TotalTaxAmt |
| Distributable Before Adj | $745,555 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $745,555 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $745,555 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $599,147 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $599,147 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $745,555 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $439,057 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $599,147 | QualifyingDistributionsAmt |
| Applied To Year1 | $439,057 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $160,090 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $585,465 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 | ABIGAIL NORMAN CO NORMAN FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 147 E 48TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2122309800 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORM DESCRIBING PROPOSALS IS ACCEPTABLE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS EXCEPT ORGANIZATIONS EXEMPT MUST BE LISTED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 9450 SW GEMINI DR PMB 16009 | BEAVERTON | OR | 97008 | NONE | PUBLIC CHARITY | HEALTH PROGRAMS | $10,000 |
| SUNFLOWER COMMUNITY ACTION | |||||||
| 1016 E PAWNEE ST | WICHITA | KS | 67211 | NONE | PUBLIC CHARITY | CIVIC ENGAGEMENT | $25,000 |
| WE THE PEOPLE OF DETROIT | |||||||
| 1520 CHATEAUFORT PL | DETROIT | MI | 48207 | NONE | PUBLIC CHARITY | ENVIRONMENTAL PROGRAMS | $25,000 |
| ARIZONA CENTER FOR EMPOWERMENT | |||||||
| 5710 N 19TH AVE | PHOENIX | AZ | 85015 | NONE | PUBLIC CHARITY | CIVIC ENGAGEMENT | $25,000 |
| WORKERS DEFENSE PROJECT | |||||||
| 5604 MANOR ROAD | AUSTIN | TX | 78723 | NONE | PUBLIC CHARITY | EDUCATION PROGRAMS | $25,000 |
| TIDES FOUNDATION-MOVEMENT VOTER PROJECT-WRAPS | |||||||
| PO BOX 889389 | LOS ANGELES | CA | 90088 | NONE | PUBLIC CHARITY | CIVIC ENGAGEMENT | $20,000 |
| JOLT INITIATIVE | |||||||
| PO BOX 4185 | AUSTIN | TX | 78765 | NONE | PUBLIC CHARITY | YOUTH LEADERSHIP DEVELOPMENT | $20,000 |
| HIGHER HEIGHTS LEADERSHIP FUND | |||||||
| 147 PRINCE ST | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITY | WOMEN'S LEADERSHIP DEVELOPMENT | $20,000 |
| PLAN (PROGRESSIVE LEADERSHIP ALLIANCE OF NEVADA) | |||||||
| 2330 PASEO DEL PRADO C109 | LAS VEGAS | NV | 89102 | NONE | PUBLIC CHARITY | CIVIC ENGAGEMENT | $20,000 |
| MN350 | |||||||
| 4407 E LAKE ST | MINNEAPOLIS | MN | 55406 | NONE | PUBLIC CHARITY | ENVIRONMENTAL PROGRAMS | $20,000 |
| LOUISIANA BUCKET BRIGADE | |||||||
| 3416B CANAL STREET | NEW ORLEANS | LA | 70119 | NONE | PUBLIC CHARITY | ENVIRONMENTAL PROGRAMS | $20,000 |
| BREACH COLLECTIVE | |||||||
| PO BOX 5291 | EUGENE | OR | 97405 | NONE | PUBLIC CHARITY | ENVIRONMENTAL PROGRAMS | $20,000 |
| FRIENDS OF BROWARD COUNTY LIBRARY | |||||||
| 100 S ANDREWS AVE | FORT LAUDERDALE | FL | 33301 | NONE | PUBLIC CHARITY | EDUCATION PROGRAMS | $3,000 |
| FRIENDS OF WLRN | |||||||
| 172 NE 15TH STREET 2ND FLOOR | MIAMI | FL | 33132 | NONE | PUBLIC CHARITY | MEDIA PROGRAMS | $3,000 |
| CITY LIFEVIDA URBANA | |||||||
| PO BOX 300107 | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | HOUSING PROGRAMS | $10,000 |
| BOSTON NEIGHBORHOOD COMMUNITY LAND TRUST | |||||||
| 550 DUDLEY ST | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | HOUSING PROGRAMS | $5,000 |
| WOPANAAK LANGUAGE RECLAMATION PROJECT | |||||||
| PO BOX 2241 | MASHPEE | MA | 02649 | NONE | PUBLIC CHARITY | CULTURAL PROGRAMS | $15,000 |
| BUZZARDS BAY COALITION | |||||||
| 114 FRONT STREET | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | ENVIRONMENTAL PROGRAMS | $1,000 |
| ENVIRONMENTAL LAW INSTITUTE | |||||||
| 1730 M STREET NW SUITE 700 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | ENVIRONMENTAL PROGRAMS | $16,250 |
| RIVERKEEPER | |||||||
| 20 SECOR ROAD | OSSINING | NY | 10562 | NONE | PUBLIC CHARITY | ENVIRONMENTAL PROGRAMS | $5,000 |
| SCENIC HUDSON | |||||||
| 85 CIVIC CENTER PLZ STE 300 | POUGHKEEPSIE | NY | 12601 | NONE | PUBLIC CHARITY | ENVIRONMENTAL PROGRAMS | $1,500 |
| WOODWELL CLIMATE RESEARCH CENTER | |||||||
| 149 WOODS HOLE ROAD | FALMOUTH | MA | 02540 | NONE | PUBLIC CHARITY | RESEARCH | $2,000 |
| AMNESTY INTERNATIONAL | |||||||
| 311 W 43RD ST 7TH FLOOR | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | HUMAN RIGHTS | $20,000 |
| CENTER FOR CONSTITUTIONAL RIGHTS | |||||||
| 666 BROADWAY FL 7 | NEW YORK CITY | NY | 10012 | NONE | PUBLIC CHARITY | HUMAN RIGHTS | $25,000 |
| HUMAN RIGHTS WATCH | |||||||
| 350 5TH AVE FL 34 | NEW YORK | NY | 10118 | NONE | PUBLIC CHARITY | HUMAN RIGHTS | $30,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PUBLIC CHARITY | HUMAN RIGHTS | $30,000 |
| CAPE COD HEALTHCARE | |||||||
| 297 NORTH STREET SUITE BLDG 3 | HYANNIS | MA | 02601 | NONE | PUBLIC CHARITY | HEALTH PROGRAMS | $250 |
| FRIENDS OF FALMOUTH BIKEWAYS | |||||||
| 432 WILD HARBOR ROAD | NORTH FALMOUTH | MA | 02556 | NONE | PUBLIC CHARITY | EDUCATION PROGRAMS | $250 |
| MARINE BIOLOGICAL LABORATORIES | |||||||
| 7 MBL STREET | WOODS HOLE | MA | 02543 | NONE | PUBLIC CHARITY | RESEARCH AND EDUCATION | $250 |
| SOBER TODAY CLUB | |||||||
| 2035 HARDING ST STE 102 | HOLLYWOOD | FL | 33020 | NONE | PUBLIC CHARITY | HEALTH AND EDUCATION | $75,000 |
| WOODS HOLE FOUNDATION | |||||||
| PO BOX 603 | WOODS HOLE | MA | 02543 | NONE | PUBLIC CHARITY | COMMUNITY PROGRAMS | $250 |
| WOODS HOLE HISTORICAL MUSEUM | |||||||
| 579 WOODS HOLE RD | FALMOUTH | MA | 02543 | NONE | PUBLIC CHARITY | EDUCATION PROGRAMS | $250 |
| WOODS HOLE LIBRARY | |||||||
| PO BOX 185 | WOODS HOLE | MA | 02543 | NONE | PUBLIC CHARITY | EDUCATION PROGRAMS | $250 |
| PEER (PUBLIC EMPLOYEES FOR ENVIRONMENTAL RESPONSIBILITY) | |||||||
| 962 WAYNE AVE SUITE 610 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | ENVIRONMENTAL PROGRAMS | $15,000 |
| GOVERNMENT ACCOUNTABILITY PROJECT | |||||||
| 1612 K ST NW SUITE 1100 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | EDUCATION PROGRAMS | $15,000 |
| EARTH ISLAND INSTITUTE | |||||||
| 2150 ALLSTON WAY SUITE 460 | BERKELEY | CA | 94704 | NONE | PUBLIC CHARITY | ENVIRONMENTAL PROGRAMS | $25,000 |
| INSTITUTO | |||||||
| 221 E INDIANOLA AVENUE | PHOENIX | AZ | 85012 | NONE | PUBLIC CHARITY | CAPACITY BUILDING | $25,000 |
| ECOLOGY CENTER | |||||||
| 2530 SAN PABLO AVE | BERKELEY | CA | 94702 | NONE | PUBLIC CHARITY | ENVIRONMENTAL PROGRAMS | $750 |
| BERKELEY PUBLIC SCHOOLS FUND | |||||||
| PO BOX 2066 | BERKELEY | CA | 94702 | NONE | PUBLIC CHARITY | EDUCATION PROGRAMS | $5,000 |
| HIGH COUNTRY NEWS | |||||||
| PO BOX 1090 | PAONIA | CO | 81428 | NONE | PUBLIC CHARITY | MEDIA PROGRAMS | $1,000 |
| KALW | |||||||
| 500 MANSELL ST | SAN FRANCISCO | CA | 94134 | NONE | PUBLIC CHARITY | MEDIA PROGRAMS | $1,000 |
| FREIGHT & SALVAGE | |||||||
| 2020 ADDISON ST | BERKELEY | CA | 94704 | NONE | PUBLIC CHARITY | ART PROGRAMS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $581,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $240,438 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $81,653 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $433,885 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $755,976 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $755,976 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | N/A |
| 7 | N/A |
| 8 | N/A |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ABIGAIL NORMAN | |||||||
| 1 | 4 HUBBARD ST | JAMAICA PLAIN | MA | 02130 | $45,000 | Yes (X) | Yes (X) |
| SARAH NORMAN | |||||||
| 2 | 3140 SOUTH OCEAN DRIVE APT 1 | HALLANDALE | FL | 33009 | $115,000 | Yes (X) | Yes (X) |
| REBECCA NORMAN | |||||||
| 3 | C/O ABACUS ASSOC 147 EAST 48TH ST | NEW YORK | NY | 10017 | $80,246 | Yes (X) | Yes (X) |
| MARGARET NORMAN | |||||||
| 4 | 2332 GRANT STREET | BERKELEY | CA | 94703 | $9,965 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,574.371 SHRS THE BEEHIVE FUND | $45,000 | 2022-12-23 |
| 2 | 6,578.947 SHRS THE BEEHIVE FUND | $115,000 | 2022-12-23 |
| 3 | 320 SHRS MICROSOFT CORPORATION | $80,246 | 2022-12-15 |
| 4 | 570.082 SHRS THE BEEHIVE FUND | $9,965 | 2022-12-23 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM INC COM | $149,229 | $134,400 |
| COMCAST CORP CL A | $66,588 | $269,759 |
| GXO LOGISTICS INC | $60,209 | $33,725 |
| IAC INC. | $120,003 | $36,186 |
| MICROSOFT CORP | $55,470 | $749,438 |
| PROLOGIS INC. | $62,711 | $54,674 |
| THERMO FISHER SCIENTIFIC INC | $27,540 | $527,561 |
| VIMEO, INC. | $55,702 | $4,538 |
| VMWARE INC | $62,003 | $68,132 |
| ALIBABA GROUP HOLDING LIMITED | $53,086 | $58,790 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $823,798 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $828,725 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LISTERINE ROYALTY | AT COST | $0 | $305,000 |
| SUCABA CRUT, LLC | AT COST | $4,309,433 | $4,925,476 |
| CRT INCOME LLC | AT COST | $861,461 | $731,386 |
| CRT STOCKS LLC | AT COST | $2,358,750 | $2,845,064 |
| THE BEEHIVE FUND & NORMAN-WEIL FOUNDATIONS COMPANY, LLC | AT COST | $1,484,688 | $2,579,014 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC TANGIBLE ASSETS | Desc |
| BOY Book Value | $20,800 | BOYBookValueAmt |
| EOY Book Value | $20,800 | EOYBookValueAmt |
| EOYFMV | $20,800 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PARTNERSHIP ADJUSTMENTS | $28,492 |
| DIFF BETWEEN FAIR MARKET VALUE AND BOOK VALUE OF CONTRIBUTIONS RECEIVED | $114,391 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS DEPT OF LAW-FILING FEE | $750 | $0 | $750 |
| FROM K-1 OTHER DEDUCTIONS | $75,797 | $75,797 | $0 |
| ABACUS FEES & EXPENSES | $82,836 | $66,269 | $16,567 |
| FROM K-1 NONDEDUCTIBLE EXPENSES | $38 | $0 | $0 |
| NEW YORK LAW JOURNAL | $330 | $0 | $330 |
| FORM 990-T PEN/INT 2019 | $7 | $0 | $0 |
| FORM 990-T PEN/INT 2021 | $109 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INC-LISTERINE | $38,459 | $38,459 | $38,459 |
| FROM K-1 ORD BUSINESS INC(LOSS) | $10,830 | $10,830 | $10,830 |
| FROM K-1 NET RRE INC(LOSS) | $1,944 | $1,944 | $1,944 |
| FROM K-1 OTHER PORTFOLIO INCOME | $29,561 | $29,561 | $29,561 |
| FROM K-1 OTHER INCOME(LOSS) | $684 | $684 | $684 |
| FROM K-1 UNRECAPTURED 1250 GAIN | $175 | $175 | $175 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $891 | $891 | $0 |
| EXCISE TAXES-EXT 2021 | $20,000 | $0 | $0 |
| EXCISE TAXES-EST 2022 | $10,500 | $0 | $0 |
| FED UNRELATED BUSINESS INC TAXES-EXT-2021 | $1,000 | $0 | $0 |
| FED UNRELATED BUSINESS INC TAXES-BD-2021 | $1,088 | $0 | $0 |