BITAR FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BITAR FOUNDATION (EIN 26-3263340)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-06
- IRS object ID
- 202531269349104978
- Schema version
- 2024v5.1
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-06T17:34:28-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 WEST 42ND STREET 19TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263263340 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BITAR FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BITA | BusinessNameControlTxt |
| Phone | 2125354041 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 EAST 91ST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE A BITAR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2125354041 | PhoneNum |
| Signature | 2025-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HANK MURATOVIC | PreparerPersonNm |
| PTIN | P00783192 | PTIN |
| Phone | 2123721000 | PhoneNum |
| Preparation | 2025-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,705,512 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,927 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,927 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $78,417 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,417 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,519 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $651,120 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $41,756 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $122,863 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $125,100 | 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 |
| Other Prof Fees Rev And Expnss | $12,136 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,136 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,988 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,988 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $156 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $156 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,280 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,280 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $98,975 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $98,975 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $114,255 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,280 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $98,975 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,608 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $109,820 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $147,567 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $151,529 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $151,529 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,562,380 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,567,993 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,553,983 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,709,947 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,719,522 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,705,512 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,555,372 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,555,372 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $154,575 | RetainedEarningBOYAmt |
| Retained Earning EOY | $164,150 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,709,947 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,719,522 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,709,947 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,719,522 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,709,947 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,608 | ExcessRevenueOverExpensesAmt |
| Other Increases | $967 | OtherIncreasesAmt |
| Subtotal | $1,719,522 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,719,522 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $89,076 | $81,921 | $7,155 | $7,155 |
| PUBLICLY TRADED SECURITIES | P | $561,901 | $527,443 | $34,458 | $34,458 |
| CAPITAL GAINS DIVIDENDS | P | $143 | $143 | $143 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41,756 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,526 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,526 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,526 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $996 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $996 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $530 | TaxDueAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | GEORGE A BITAR | IndividualWithBooksNm |
| Phone | 2125354041 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 EAST 91ST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE A BITAR | ||||||||
| 135 EAST 91ST STREET | NEW YORK | NY | 10128 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| CLAUDIA FLEMING | ||||||||
| 135 EAST 91ST STREET | NEW YORK | NY | 10128 | TRUSTEE/TREASURER | 0.50 | $0 | $0 | $0 |
| SALIM HADDAD | ||||||||
| 135 EAST 91ST STREET | NEW YORK | NY | 10128 | TRUSTEE | 0.50 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,338,372 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $179,015 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,517,387 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,517,387 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,761 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,479,626 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $123,981 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $123,981 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,526 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,526 | TotalTaxAmt |
| Distributable Before Adj | $122,455 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $122,455 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $122,455 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $98,975 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $98,975 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $122,455 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $12,611 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $12,791 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,402 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $98,975 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $98,975 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $23,480 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $23,480 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,922 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,922 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,922 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGE A BITAR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GEORGE A BITAR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 EAST 91ST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2125354041 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTION AGAINST HUNGER | |||||||
| 1 WHITEHALL STREET 2ND FLOOR | NEW YORK | NY | 10004 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 |
| AMERICAN FRIENDS OF SESOBEL INC | |||||||
| 127 SOUTH DRIVE | FAIRHOPE | AL | 36532 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 |
| BANTAM CINEMA & ARTS CENTER | |||||||
| PO BOX 262 | LITCHFIELD | CT | 06759 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 |
| CONVENT OF THE SACRED HEART | |||||||
| 1 EAST 91ST STREET | NEW YORK | NY | 10128 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 |
| GUNN MEMORIAL LIBRARY INC | |||||||
| PO BOX 1273 WYKEHAM ROAD | WASHINGTON | DC | 06793 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,600 |
| IRISH ARTS CENTER | |||||||
| 553 WEST 51ST STREET | NEW YORK | NY | 10019 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 |
| JAMHOUR ALUMNI US INCORPORATED | |||||||
| 101 CRAWFORDS CORNER ROAD 2216 | HOLMDEL | NJ | 07733 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,500 |
| LAKE WARAMAUG FRIENDS INC | |||||||
| 47 WEST SHORE ROAD | NEW PRESTON MARBLE DAL | CT | 06777 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 |
| LYCEE FRANCAIS DE NEW YORK | |||||||
| 505 EAST 75TH STREET | NEW YORK | NY | 10021 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,100 |
| RISE ALLIANCE FOR CHILDREN | |||||||
| 244 FIFTH AVENUE SUITE K298 | NEW YORK | NY | 10001 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $16,000 |
| SEARCH AND CARE INC | |||||||
| 207 EAST 94TH STREET | NEW YORK | NY | 10128 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 |
| SOCIAL & ECONOMIC ACTION FOR LEBANON INC | |||||||
| 525 PARK AVENUE 5N | NEW YORK | NY | 10065 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $22,375 |
| STEEP ROCK ASSOCIATION INC | |||||||
| PO BOX 279 | WASHINGTON | DC | 06794 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 |
| THE SHERKOW CENTER | |||||||
| 9 EAST 93RD STREET | NEW YORK | NY | 10128 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 |
| THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | |||||||
| 615 WEST 131ST STREET MC 8741 | NEW YORK | NY | 10027 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $13,900 |
| WASHINGTON AMBULANCE ASSOCIATION INC | |||||||
| PO BOX 294 | WASHINGTON | DC | 06794 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $98,975 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,927 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,417 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,519 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $122,863 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $122,863 | TotalIncomeProducingActyAmt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $24,108 | $33,585 |
| ALEXANDRIA REAL ESTATE EQUITIES | $36,818 | $30,241 |
| AMCOR PLC REG | $22,208 | $17,587 |
| AMGEN INC COM | $35,912 | $34,926 |
| AMN ELEC POWER CO | $31,846 | $32,742 |
| APPLE INC | $64,963 | $1,016,705 |
| AT&T INC | $28,217 | $32,444 |
| BANK OF MONTREAL | $31,952 | $33,385 |
| BRISTOL-MYERS SQUIBB CO | $53,095 | $60,972 |
| CANADIAN IMPERIAL BANK | $11,388 | $16,250 |
| CHEVRON CORP | $56,448 | $52,432 |
| COCA COLA COM | $27,768 | $28,764 |
| DIAGEO PLC | $31,393 | $30,511 |
| DUKE ENERGY CORP NEW | $28,746 | $36,847 |
| ENBRIDGE INC COM | $53,195 | $60,166 |
| ENTERGY CORP NEW | $20,091 | $29,418 |
| EXXON MOBIL CORP | $24,275 | $21,622 |
| GILEAD SCIENCES INC COM | $45,490 | $59,579 |
| HUNTNGTN BANCSHS INC MD | $30,188 | $37,177 |
| JOHNSON AND JOHNSON | $45,785 | $41,506 |
| KENVUEINC | $26,381 | $27,371 |
| LYONDELLBASELL INDUSTRIES | $47,504 | $39,512 |
| MORGAN STANLEY | $19,174 | $24,138 |
| NATIONAL GRID PLC | $54,796 | $47,477 |
| PAYCHEX INC | $22,413 | $24,398 |
| PEPSICO INC | $37,109 | $32,541 |
| PFIZER INC | $49,847 | $33,614 |
| PHILIP MORRIS INTL INC | $30,362 | $44,409 |
| PNC FINANCIAL SERVICES GROUP | $38,530 | $44,163 |
| PPL CORPORATION | $23,346 | $23,988 |
| PROLOGIS INC | $42,118 | $36,784 |
| REALTY INCOME CORP | $40,191 | $36,265 |
| SANOFI ADR | $47,089 | $45,915 |
| SOUTHERN COMPANY | $18,568 | $25,766 |
| TC ENERGY CORP | $39,825 | $45,879 |
| TOTALENERGIES SE | $53,496 | $52,211 |
| TRUIST FINL CORP | $46,099 | $39,693 |
| UNITED PARCEL SERVICES CLASS B | $31,686 | $21,815 |
| US BANCORP | $52,791 | $52,039 |
| VERIZON COMMUNICATNS COM | $72,320 | $60,105 |
| WEC ENERGY GROUP INC | $17,318 | $18,808 |
| WILLIAMS COMPANIES DEL | $10,965 | $20,133 |
| XCEL ENERGY INC | $42,179 | $50,100 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $156 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $156 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN VALUE OF INVESTMENTS | Desc |
| Amt | $967 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $12,136 | Amt |
| Net Investment Income | $12,136 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $2,988 | Amt |
| Net Investment Income | $2,988 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |