PICKET FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
PICKET FAMILY FOUNDATION INC (EIN 26-3870611)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202323189349101807
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)
Return2023-11-14T09:19:00-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11500 RXR PLAZA WEST TOWERAddressLine1Txt
CityUNIONDALECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11556ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263870611EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PICKET FAMILY FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O GOTHAM ORGANIZATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPICKBusinessNameControlTxt
Phone2125990520PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1432 PARK AVENUE S 2ND FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOEL PICKETPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2125990520PhoneNum
Signature2023-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOELPersonFirstNm
Person LastPICKETPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL MCVETTYPreparerPersonNm
PTINP00846030PTIN
Phone5167472000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$5,088,989FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$700,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$662InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$662InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$110,718DividendsRevAndExpnssAmt
Dividends Net Invst Incm$109,800DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$321,415NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,790,872GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$321,415CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,132,795TotalRevAndExpnssAmt
Total Net Invst Incm$431,877TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$26,736TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,373TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$31,859OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$31,734OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$125OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$58,595TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$34,107TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$125TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,019,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,019,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,077,595TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$34,107TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,019,125TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$55,200ExcessRevenueOverExpensesAmt
Net Investment Income$397,770NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$151,018SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$107,254SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$107,254SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$801,304USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$802,452USGovtObligationsEOYFMVAmt
Other Investments BOY$4,823,124OtherInvestmentsBOYAmt
Other Investments EOY$4,117,043OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,166,730OtherInvestmentsEOYFMVAmt
Other Assets BOY$8,812OtherAssetsBOYAmt
Other Assets EOY$12,553OtherAssetsEOYAmt
Other Assets EOYFMV$12,553OtherAssetsEOYFMVAmt
Total Assets BOY$4,982,954TotalAssetsBOYAmt
Total Assets EOY$5,038,154TotalAssetsEOYAmt
Total Assets EOYFMV$5,088,989TotalAssetsEOYFMVAmt
Accounts Payable BOY$600AccountsPayableBOYAmt
Total Liabilities BOY$600TotalLiabilitiesBOYAmt
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$4,982,354RetainedEarningBOYAmt
Retained Earning EOY$5,038,154RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,982,354TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,038,154TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,982,954TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,038,154TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,982,354TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$55,200ExcessRevenueOverExpensesAmt
Other Increases$600OtherIncreasesAmt
Subtotal$5,038,154SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,038,154TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$2,165,114$2,220,581-$55,467-$55,467
PUBLICLY TRADED SECURITIES$2,624,016$2,248,876$375,140$375,140
$0$0
CAPITAL GAINS DIVIDENDS$1,742$1,742$1,742P
FieldValueIRS element (for citing)
Capital Gain Net Income$321,415CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,529InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,529SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,529TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$13,080EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$13,080TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$7,551OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$7,551RefundAmt

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 StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DAVID PICKET CO GOTHAM ORGINCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2125990520PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1432 PARK AVENUE S 2ND FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOEL I PICKET
C/O GOTHAM ORGANIZATION 432 PARKAVENUE SOUTH 2ND FLNEW YORKNY10016DIRECTOR & PRESIDENT0.00$0$0$0
DAVID L PICKET
C/O GOTHAM ORGANIZATION 432 PARKAVENUE SOUTH 2ND FLNEW YORKNY10016DIRECTOR & TRASURER0.00$0$0$0
ALLISON D FEHRENBAKER
C/O GOTHAM ORGANIZATION 432 PARKAVENUE SOUTH 2ND FLNEW YORKNY10016DIRECTOR & SECRETARY0.00$0$0$0
JOAN R PICKET
C/O GOTHAM ORGANIZATION 432 PARKAVENUE SOUTH 2ND FLNEW YORKNY10016DIRECTOR & VICE PRES.0.00$0$0$0
RONA J PICKET
C/O GOTHAM ORGANIZATION 432 PARKAVENUE SOUTH 2ND FLNEW YORKNY10016DIRECTOR0.00$0$0$0
LAWRENCE G FEHRENBAKER
C/O GOTHAM ORGANIZATION 432 PARKAVENUE SOUTH 2ND FLNEW YORKNY10016DIRECTOR0.00$0$0$0
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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,880,272AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$355,281AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,235,553TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,235,553AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$78,533CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,157,020NetVlNoncharitableAssetsAmt
Minimum Investment Return$257,851MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$257,851MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,529TaxBasedOnInvestmentIncomeAmt
Total Tax$5,529TotalTaxAmt
Distributable Before Adj$252,322DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$252,322DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$252,322DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,019,125ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,019,125QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$252,322DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$623,684ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$687,267ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$923,496ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$706,063ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$913,680ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,854,190TotalExcessDistributionCyovAmt
Qualifying Distributions$1,019,125QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$252,322AppliedToCurrentYearAmt
Remaining Distri From Corpus$766,803RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,620,993TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$623,684ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,997,309ExcessDistriCyovToNextYrAmt
Excess From Year4$687,267ExcessFromYear4Amt
Excess From Year3$923,496ExcessFromYear3Amt
Excess From Year2$706,063ExcessFromYear2Amt
Excess From Year1$913,680ExcessFromYear1Amt
Excess From Current Year$766,803ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FORDHAM UNIVERSITY
441 EAST FORDHAM ROADBRONXNY10458NONEPUBLIC CHARITYUNRESTRICTED$200,000
LINCOLN CENTER FOR THE PERFORMING ARTS
70 LINCOLN CENTER PLAZANEW YORKNY10023NONEPUBLIC CHARITYUNRESTRICTED$22,000
METROPOLITAN MUSEUM OF ART
1000 5TH AVENUENEW YORKNY10028NONEPUBLIC CHARITYUNRESTRICTED$5,000
MOUNT SINAI HOSPITAL
1 GUSTAVE L LEVY PLNEW YORKNY10029NONEPUBLIC CHARITYUNRESTRICTED$450,000
NEW YORK HISTORICAL SOCIETY
170 CENTRAL PARK WESTNEW YORKNY10024NONEPUBLIC CHARITYUNRESTRICTED$125,000
NEW YORK PHILHARMONIC
10 LINCOLN CENTER PLAZANEW YORKNY10023NONEPUBLIC CHARITYUNRESTRICTED$150,000
RICHARD TUCKER MUSIC FOUNDATION
1790 BROADWAY STE 715NEW YORKNY10019NONEPUBLIC CHARITYUNRESTRICTED$17,000
UJA FEDERATION OF NEW YORK
130 EAST 59TH STREETNEW YORKNY10022NONEPUBLIC CHARITYUNRESTRICTED$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,019,000TotalGrantOrContriPdDurYrAmt
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$662ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$110,718ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$321,415ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$432,795ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$432,795TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1GOTHAM ORGANIZATION INCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1432 PARK AVENUE S 2ND FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
FieldValueIRS element (for citing)
Total Contributions$700,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$801,304USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$802,452USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (24 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ENERGY SELECT SECTOR SPDR FUND ETFAT COST$21,670$37,437
HEALTH CARE SELECT SECTOR SPDR FUND ETFAT COST$85,772$106,914
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFAT COST$38,615$35,232
ISHARES CORE HIGH DIVID ETFAT COST$334,866$343,992
ISHARES CORE MSCI EMERGINGAT COST$100,424$108,262
ISHARES GLOBAL CONSUMER STAPLES ETFAT COST$198,318$194,725
ISHARES MSCI CHINA ETFAT COST$156,804$147,297
ISHARES MSCI SOUTH KOREA ETFAT COST$20,081$12,652
ISHARES MSCI TAIWAN ETFAT COST$19,691$13,454
TECHNOLOGY SELECT SECTOR SPDR ETFAT COST$108,738$86,361
VANGUARD FTSE EUROPE ETFAT COST$114,793$108,940
VANGUARD TOTAL STOCK MKT ETFAT COST$156,465$241,091
VANGUARD VALUE ETFAT COST$189,824$189,640
ISHARES GLOBAL HEALTHCARE ETFAT COST$126,399$127,405
ISHARES MSCI INTL QUALITY FACTOR ETFAT COST$147,767$152,589
ISHARES SHORT TREAS BOND ETFAT COST$493,255$492,002
ISHARES US AEROSPACE & DEFENSE ETFAT COST$56,031$60,516
J P MORGAN BETABUILDERS JAPAN ETFAT COST$126,293$100,441
SPDR S&P DIVIDEND ETFAT COST$202,650$198,800
SPDR S&P GLOBAL NAT RESOURCES ETFAT COST$86,175$79,885
UTILITIES SECTOR SPDR FUND ETFAT COST$62,292$59,572
SPDR BLOOMBERG 1-3 MONTHAT COST$493,294$493,572
WISDOMTREE FLOATING RATEAT COST$58,216$58,112
PUTNAM ULTRA SHORT DURATION INCOME FUND CLASS YAT COST$718,610$717,839

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DIVIDEND RECEIVABLE$4,812$12,553$12,553
UBS TRANSFERS & EXCHANGES$4,000$0$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NYS FILING FEE$250$125$125
INVESTMENT FEES$31,609$31,609$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJ FOR PY CONTRIBUTIONDesc
Amt$600Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonGOTHAM ORGANIZATION INCPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1432 PARK AVE SOUTH 2ND FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$2,373$2,373$0
FEDERAL TAX$24,363$0$0

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