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THOMAS E HARVEY & CATHLEEN P BLACK FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THOMAS E HARVEY & CATHLEEN P BLACK FOUNDATION (EIN 35-7160987)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202323199349106552
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)
Return2023-11-15T14:43:34-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN132738625PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DDK & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PENN PLAZA 6TH FLRAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10119ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN357160987EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THOMAS E HARVEY & CATHLEEN P BLACKBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTHOMBusinessNameControlTxt
Phone2125991381PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO BBM 501 MADISON AVENUE 601AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCATHLEEN P BLACKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2125991381PhoneNum
Signature2023-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY FEINMANPreparerPersonNm
PTINP00227146PTIN
Phone2129970600PhoneNum

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$2,225,064FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$58,814DividendsRevAndExpnssAmt
Dividends Net Invst Incm$58,814DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$21,847NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$679,508GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$21,847CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$80,661TotalRevAndExpnssAmt
Total Net Invst Incm$80,661TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$6,598TaxesRevAndExpnssAmt
Taxes Net Invst Incm$298TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$29,599OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$29,179OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$420OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$40,197TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$29,477TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,420TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$301,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$301,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$341,397TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$29,477TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$305,620TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$260,736ExcessRevenueOverExpensesAmt
Net Investment Income$51,184NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$33,064CashBOYAmt
Cash EOY$21,144CashEOYAmt
Cash EOYFMV$21,144CashEOYFMVAmt
Sav And Temp Cash Invst BOY$70,614SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$89,514SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$89,514SavAndTempCashInvstEOYFMVAmt
Other Assets BOY$2,258,137OtherAssetsBOYAmt
Other Assets EOY$1,990,421OtherAssetsEOYAmt
Other Assets EOYFMV$2,114,406OtherAssetsEOYFMVAmt
Total Assets BOY$2,361,815TotalAssetsBOYAmt
Total Assets EOY$2,101,079TotalAssetsEOYAmt
Total Assets EOYFMV$2,225,064TotalAssetsEOYFMVAmt
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$2,361,815RetainedEarningBOYAmt
Retained Earning EOY$2,101,079RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,361,815TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,101,079TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,361,815TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,101,079TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,361,815TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$260,736ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,101,079SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,101,079TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
NEUBERGER BERMAN #2602 STCG$57,256$75,068-$17,812-$17,812
NEUBERGER BERMAN #2602 LTCG$163,611$141,565$22,046$22,046
NEUBERGER BERMAN #2603 STCG$175,000$175,109-$109-$109
NEUBERGER BERMAN #2604 STCG$73,459$77,299-$3,840-$3,840
NEUBERGER BERMAN #2604 LTCG$210,042$188,620$21,422$21,422
CAPITAL GAINS DIVIDENDS$140$140$140P
FieldValueIRS element (for citing)
Capital Gain Net Income$21,847CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$711InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$711SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$711TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,728EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,728TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,017OverpaymentAmt
Applied To ES Tax$4,017AppliedToESTaxAmt
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 AddressN/AWebsiteAddressTxt
Individual With BooksBRAUN BUSINESS MANAGEMENTIndividualWithBooksNm
Phone2125996013PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 MADISON AVENUE SUITE 601AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CATHLEEN P BLACK
C/O BRAUN 501 MADISON AVE SUITE 601NEW YORKNY10022TRUSTEE3.00$0$0$0
THOMAS E HARVEY
C/O BRAUN 501 MADISON AVE SUITE 601NEW YORKNY10022TRUSTEE3.00$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$2,330,919AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$164,153AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,495,072TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,495,072AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,426CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,457,646NetVlNoncharitableAssetsAmt
Minimum Investment Return$122,882MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$122,882MinimumInvestmentReturnAmt
Tax Based On Investment Income$711TaxBasedOnInvestmentIncomeAmt
Total Tax$711TotalTaxAmt
Distributable Before Adj$122,171DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$122,171DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$122,171DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$305,620ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$305,620QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$122,171DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$11,964ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$21,484ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$54,160ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$266,126ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$18,775ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$372,509TotalExcessDistributionCyovAmt
Qualifying Distributions$305,620QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$122,171AppliedToCurrentYearAmt
Remaining Distri From Corpus$183,449RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$555,958TotalCorpusAmt
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$11,964ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$543,994ExcessDistriCyovToNextYrAmt
Excess From Year4$21,484ExcessFromYear4Amt
Excess From Year3$54,160ExcessFromYear3Amt
Excess From Year2$266,126ExcessFromYear2Amt
Excess From Year1$18,775ExcessFromYear1Amt
Excess From Current Year$183,449ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCATHLEEN P BLACKContributingManagerNm
Contributing ManagerTHOMAS E HARVEYContributingManagerNm
Shareholder ManagerCATHLEEN P BLACKShareholderManagerNm
Shareholder ManagerTHOMAS E HARVEYShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UNIVERSITY OF NOTRE DAME
UNIVERSITY OF NOTRE DAMENOTRE DAMEIN46556POFGENERAL USE$100,000
PATH FORWARD
3 PARK AVENUENEW YORKNY10016PCGENERAL USE$50,000
CHAMBER MUSIC SOCIETY OF LINCOLN CENTER
70 LINCOLN CENTER PLAZANEW YORKNY10021POFGENERAL USE$25,000
THE PALM BEACH SYMPHONY SOCIETY INC
400 HIBISCUS STREET 100WEST PALM BEACHFL33401POFGENERAL USE$25,000
THE SOCIETY OF THE FOUR ARTS
FOUR ARTS PLAZAPALM BEACHFL33480PCGENERAL USE$25,000
NORTON MUSEUM OF ART
1450 S DIXIE HWYWEST PALM BEACHFL33401PCGENERAL USE$10,000
UNICEF USA
125 MAIDEN LANENEW YORKNY10038PCGENERAL USE$10,000
DONNA M SAUNDERS FOUNDATION (PINK TIE GUY)
7714 BRISTOL SQUARE CTSPRINGFIELDVA22153POFGENERAL USE$5,000
HOPE COMMUNITY CENTER INC
800 S HAWTHORNE AVEAPOPKAFL32703POFGENERAL USE$5,000
INTERNATIONAL RESCUE COMMITTEE INC
122 EAST 42ND STREETNEW YORKNY10168PCGENERAL USE$5,000
LINCOLN CENTER FOR THE PERFORMING ARTS
10 LINCOLN CENTER PLAZANEW YORKNY10023PCGENERAL USE$5,000
PROMISE FUND OF FLORIDA
340 ROYAL POINCIANA WAYPALM BEACHFL33480PCGENERAL USE$5,000
THE ARMORY ART CENTER INC
811 PARK PLACEWEST PALM BEACHFL33401PCGENERAL USE$5,000
TRINITY WASHINGTON UNIVERSITY
125 MICHIGAN AVE NEWASHINGTONDC20017PCGENERAL USE$5,000
INSTITUTE OF INT'L EDUCATION
809 UNITED NATIONS PLAZANEW YORKNY10017POFGENERAL USE$2,500
SYRACUSE UNIVERSITY
640 SKYTOP RD SKYTOP OFFICE BLDGSYRACUSENY13244PCGENERAL USE$2,500
THE BASILICA PARISH OF THE SACRED HEARTS OF JESUS AND MARY
168 HILL STSOUTHAMPTONNY11968CHURCHGENERAL USE$2,500
CENTRAL PARK CONSERVANCY INC
14 EAST 60TH STREETNEW YORKNY10022PCGENERAL USE$2,000
DRESS FOR SUCCESS PALM BEACHES INC
2459 S CONGRESS AVEWEST PALM BEACHFL33406PCGENERAL USE$1,500
AMERICAN ASSOCIATES OF THE NATIONAL THEATRE
247 W 30TH ST 8FNEW YORKNY10001POFGENERAL USE$1,000
ART STUDENTS LEAGUE OF NEW YORK
215 W 57TH STNEW YORKNY10019POFGENERAL USE$1,000
CHURCH OF ST IGNATIUS LOYOLA
980 PARK AVENEW YORKNY10028CHURCHGENERAL USE$1,000
SMITHLAWN HOME
711 76TH STLUBBOCKTX79404POFGENERAL USE$1,000
ST EDWARD CATHOLIC CHURCH
441 N TEMPLE AVESTARKEFL32091CHURCHGENERAL USE$1,000
THE LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVE SUITE 200RYE BROOKNY10573POFGENERAL USE$1,000
THE LORDS PLACE
2808 N AUSTRALIAN AVEWEST PALM BEACHFL33407PCGENERAL USE$1,000
WHITE HOUSE FELLOWS FOUNDATION
1750 PENNSYLVANIA AVENUE NW 300WASHINGTONDC20006POFGENERAL USE$1,000
564 PARK AVE PRESERVATION FOUNDATION
564 PARK AVENEW YORKNY10065POFGENERAL USE$500
ARTISTS FELLOWSHIP INC
47 FIFTH AVENEW YORKNY10003POFGENERAL USE$500
PROJECT MOST INC
92 THREE MILE HARBOR RDEAST HAMPTONNY11937POFGENERAL USE$500
THE CARDINAL'S APPEAL
1011 FIRST AVENUE14TH FLOORNEW YORKNY10022PCGENERAL USE$250
UNTERMYER GARDENS CONSERVANCY
945 N BROADWAYYONKERSNY10701POFGENERAL USE$250
FRIENDS OF NOTRE-DAME DE PARIS
PO BOX 505ETNANH03750POFGENERAL USE$100
THE FUND FOR PARK AVENUE
445 PARK AVENEW YORKNY10022PCGENERAL USE$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$301,200TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$58,814ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$21,847ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$80,661ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$80,661TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,000DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescBROKERAGE ACCOUNTSDesc
BOY Book Value$2,258,137BOYBookValueAmt
EOY Book Value$1,990,421EOYBookValueAmt
EOYFMV$2,114,406EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL AD$170$0$170
ANNUAL STATE FILING FEE$250$0$250
INVESTMENT FEES$19,617$19,617$0
ACCRUED INTEREST ON PURCHASE OF OBLIGATIONS$1,543$1,543$0
BOND PREMIUM AMORTIZATION$7,845$7,845$0
OTHER EXPENSES$174$174$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$298$298$0
EXCISE TAX$6,300$0$0

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