LAVELLE FUND FOR THE BLIND INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LAVELLE FUND FOR THE BLIND INC (EIN 13-1740463)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-09
IRS object ID
202201299349100225
Schema version
2021v4.2
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)
Return2022-05-09T09:44:38-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133628255PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CONDON O'MEARA MCGINTY & DONNELLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE BATTERY PARK PLAZA 7TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131740463EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAVELLE FUND FOR THE BLIND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLAVEBusinessNameControlTxt
Phone2126689801PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1307 WEST 38TH STREET SUITE 1905AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN L CORCORAN CPAPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2126689801PhoneNum
Signature2022-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastCORCORAN CPAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALEXANDER LAZZARUOLOPreparerPersonNm
PTINP01775353PTIN
Phone2126617777PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$163,250,000FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$126InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$126InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,569,728DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,569,728DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$50,666,892NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$134,192,882GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$50,666,892CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$49,507OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,003OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$53,286,253TotalRevAndExpnssAmt
Total Net Invst Incm$53,237,749TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$226,600CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$18,742CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$207,858CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$381,969OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$31,592OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$350,377OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$193,898PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$16,873PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$177,025PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,370LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,370LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$35,193AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$21,003AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$14,190AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$315,434OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$305,592OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$9,842OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$660,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$127,291OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$127,291OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$3,969TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$3,969TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$32PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$32PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$53,851OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$94OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$53,757OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,000,607TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$393,896TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$946,711TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,991,248ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,751,248ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,991,855TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$393,896TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,697,959TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$45,294,398ExcessRevenueOverExpensesAmt
Net Investment Income$52,843,853NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$138,234CashBOYAmt
Cash EOY$239,545CashEOYAmt
Cash EOYFMV$239,545CashEOYFMVAmt
Sav And Temp Cash Invst BOY$28,754,823SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$9,316,795SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$9,316,795SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$332,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$240,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$332,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$332,000OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$112,039,057CorporateStockBOYAmt
Corporate Stock EOY$152,679,514CorporateStockEOYAmt
Corporate Stock EOYFMV$152,679,514CorporateStockEOYFMVAmt
Corporate Bonds BOY$4,188,008CorporateBondsBOYAmt
Corporate Bonds EOY$682,146CorporateBondsEOYAmt
Corporate Bonds EOYFMV$682,146CorporateBondsEOYFMVAmt
Total Assets BOY$145,360,122TotalAssetsBOYAmt
Total Assets EOY$163,250,000TotalAssetsEOYAmt
Total Assets EOYFMV$163,250,000TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$145,360,122NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$163,250,000NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$145,360,122TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$163,250,000TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$145,360,122TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$163,250,000TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$145,360,122TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$45,294,398ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$190,654,520SubtotalAmt
Other Decreases$27,404,520OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$163,250,000TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$128,332,595$83,525,990$44,806,605$44,806,605
CAPITAL GAINS DIVIDENDSP$5,860,287$5,860,287$5,860,287
FieldValueIRS element (for citing)
Capital Gain Net Income$50,666,892CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$734,530InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$734,530SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$734,530TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$665,157EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$665,157TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$69,373TaxDueAmt

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 BylawsYes (1)ChangesToArticlesOrBylawsInd
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 AddressWWW.LAVELLEFUND.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LAVELLE FUND FOR THE BLIND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2126689801PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1307 WEST 38TH STREET SUITE 1905AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
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 (16 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LOUIS D PIZZARELLO MD MPH
307 WEST 38TH STREET SUITE 1905NEW YORKNY10018BOARD CHAIR & DIRECTOR10.00$0$0$0
HON KEVIN B MCGRATH JR
307 WEST 38TH STREET SUITE 1905NEW YORKNY10018VICE CHAIR & DIRECTOR4.00$0$0$0
JOHN L CORCORAN CPA
307 WEST 38TH STREET SUITE 1905NEW YORKNY10018TREASURER & DIRECTOR4.00$0$0$0
DANIEL M CALLAHAN
307 WEST 38TH STREET SUITE 1905NEW YORKNY10018SECRETARY & DIRECTOR4.00$0$0$0
MARGARET DUFFY
307 WEST 38TH STREET SUITE 1905NEW YORKNY10018DIRECTOR1.00$0$0$0
SISTER MARY FLOOD OP MD PHD
307 WEST 38TH STREET SUITE 1905NEW YORKNY10018DIRECTOR1.00$0$0$0
JANE B O'CONNELL
307 WEST 38TH STREET SUITE 1905NEW YORKNY10018DIRECTOR2.00$0$0$0
PAUL A SIDOTI MD
307 WEST 38TH STREET SUITE 1905NEW YORKNY10018DIRECTOR1.00$0$0$0
SHARON MCLENNON WIER PHD MSED
307 WEST 38TH STREET SUITE 1905NEW YORKNY10018DIRECTOR1.00$0$0$0
MARIO M KRANJAC
307 WEST 38TH STREET SUITE 1905NEW YORKNY10018DIRECTOR1.00$0$0$0
ALEXANDER G LUNNEY
307 WEST 38TH STREET SUITE 1905NEW YORKNY10018DIRECTOR1.00$0$0$0
JOSE M ROMAN DMIN JD MA
307 WEST 38TH STREET SUITE 1905NEW YORKNY10018DIRECTOR1.00$0$0$0
JOHN J CAFFREY
307 WEST 38TH STREET SUITE 1905NEW YORKNY10018EMERITUS1.00$0$0$0
J ROBERT LUNNEY
307 WEST 38TH STREET SUITE 1905NEW YORKNY10018EMERITUS1.00$0$0$0
VICTOR D ZIMINSKY JR
307 WEST 38TH STREET SUITE 1905NEW YORKNY10018EMERITUS1.00$0$0$0
SUSAN G OLIVO
307 WEST 38TH STREET SUITE 1905NEW YORKNY10018EXECUTIVE DIRECTOR & CEO45.00$226,600$61,591$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
MANNHI CHAU
307 W 38TH ST STE 1905NEW YORKNY10018CONTROLLER45.00$130,012$34,301$0
KHANH PHAN
307 W 38TH ST STE 1905NEW YORKNY10018GRANT PROGRAM MANAGE45.00$113,300$33,134$0
OLIVER FUHRMANN
307 W 38TH ST STE 1905NEW YORKNY10018OFFICE & ADMINISTRAT35.00$56,000$22,378$0
KATE MORRIS
307 W 38TH ST STE 1905NEW YORKNY10018SCHOLARSHIP PROGRAM17.50$52,530$454$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
AMERICAN CAPITAL MANAGEMENT LLC
551 MADISON AVENUE SUITE 902NEW YORKNY10022INVESTMENT MGMT FEES$151,924
UBS
750 WASHINGTON BOULEVARD 11TH FLOORSTAMFORDCT06901INVESTMENT MGMT FEES$116,472
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE BROTHER JAMES KEARNEY SCHOLARSHIP PROGRAM FOR THE BLIND AIMS TO HELP MAKE QUALITY UNDERGRADUATE AND GRADUATE EDUCATION AFFORDABLE FOR U.S. RESIDENTS WHO ARE LEGALLY BLIND AND FINANCIALLY NEEDY.BY ASSISTING INDIVIDUALS WHO ARE LEGALLY BLIND OR VISUALLY IMPAIRED IN ATTAINING QUALITY EDUCATION, THE SCHOLARSHIP PROGRAM FURTHERS THE FUND'S EXEMPT PURPOSE BY ASSISTING INDIVIDUALS WHO ARE LEGALLY BLIND OR VISUALLY-IMPAIRED LIVE INDEPENDENT AND PRODUCTIVE LIVES. THE SCHOLARSHIP PROGRAM IS INTENDED TO SUPPORT A LEGALLY BLIND OR VISUALLY IMPAIRED STUDENT'S FULL-TIME PROGRAM OF STUDY LEADING TO A 4-YEAR (BACHELOR'S) DEGREE OR GRADUATE DEGREE PROGRAM. IN 2021, THE FUND AWARDED A TOTAL OF $335,915 IN SCHOLARSHIP GRANTS. THE COST OF ADMINISTERING THE SCHOLARSHIP PROGRAM WAS $53,725.Description1Txt
Expenses1$53,725Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1PROGRAM-RELATED INVESTMENT LOAN TO THE LAVELLE SCHOOL FOR THE BLIND. THE LOAN BEARS A 0% INTEREST RATE WITH ALL PRINCIPAL OUTSTANDING DUE BY JULY 31, 2022, AND WITH PROCEEDS BEING USED TOWARD ANY OF THE SCHOOL'S GENERAL CORPORATE PURPOSES OR OPERATING EXPENSES. THE SCHOOL MAY ALSO CHOOSE TO PREPAY THIS LOAN IN WHOLE OR IN PART AT ANY TIME IN ITS DISCRETION.Description1Txt
Expenses1$332,000Expenses1Amt
Total$332,000TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$144,078,601AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,089,021AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$152,167,622TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$152,167,622AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,282,514CashDeemedCharitableAmt
Net Vl Noncharitable Assets$149,885,108NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,494,255MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,494,255MinimumInvestmentReturnAmt
Tax Based On Investment Income$734,530TaxBasedOnInvestmentIncomeAmt
Total Tax$734,530TotalTaxAmt
Distributable Before Adj$6,759,725DistributableBeforeAdjAmt
Recoveries Qualfied Distri$48,504RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,808,229DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,808,229DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,697,959ExpensesAndContributionsAmt
Program Related Invst Total$332,000ProgramRelatedInvstTotalAmt
Qualifying Distributions$7,029,959QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,808,229DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$1,029,184ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$734,824ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$140,701ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,904,709TotalExcessDistributionCyovAmt
Qualifying Distributions$7,029,959QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,808,229AppliedToCurrentYearAmt
Remaining Distri From Corpus$221,730RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,126,439TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,126,439ExcessDistriCyovToNextYrAmt
Excess From Year4$1,029,184ExcessFromYear4Amt
Excess From Year3$734,824ExcessFromYear3Amt
Excess From Year2$140,701ExcessFromYear2Amt
Excess From Current Year$221,730ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSUSAN G OLIVO EXECUTIVE DIRECTOR ANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1LAVELLE FUND FOR THE BLIND INC 307AddressLine1Txt
Address Line2WEST 38TH ST STE 1905AddressLine2Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2126689801RecipientPhoneNum
Recipient Email AddressSOLIVO@LAVELLEFUND.ORGRecipientEmailAddressTxt
Form And Info And MaterialsIF YOUR ORGANIZATION IS SEEKING A GRANT, THE BEST PLACE TO START IS TO REVIEW GRANT GUIDELINES. PLEASE REFER TO WWW.LAVELLEFUND.ORG/PROPOSAL-GUIDELINES FOR INFORMATION. IF YOU HAVE QUESTIONS, CONTACT THE FUND AT WWW.LAVELLEFUND.ORG/GENERAL-INQUIRIES. AFTER REVIEWING THE GUIDELINES, APPLICATION LINKS CAN BE ACCESSED THROUGH THE APPLICATION SECTION OF THE ABOVE REFERENCED WEBSITE.FormAndInfoAndMaterialsTxt
Submission DeadlinesPLEASE REFER TO DETAILS INDICATED ON WWW.LAVELLEFUND.ORG/HOW-TO-APPLY.SubmissionDeadlinesTxt
Restrictions On AwardsTHE LAVELLE FUND FOR THE BLIND PROVIDES FUNDING TO ORGANIZATIONS WITH U.S. 501(C)(3) TAX-EXEMPT STATUS OR VERIFIABLE NON-U.S. CHARITABLE STATUS (IN THE CASE OF FOREIGN-BASED, NON-PROFIT ORGANIZATIONS WITHOUT A U.S.-BASED 501(C)(3) FISCAL INTERMEDIARY). SEE WWW.LAVELLEFUND.ORG/PROPOSAL-GUIDELINES/ FOR ADDITIONAL RESTRICTIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientForeignAddress/AddressLine2Txt
ADAPTIVE DESIGN ASSOCIATION
313 W 36TH STREETNEW YORKNY10018N/APC#21-08D: EXPANSION OF ADA'S TANGIBLE SYMBOL CUE SET$15,100
AMERICAN FOUNDATION FOR THE BLIND
1401 SOUTH CLARK STREETARLINGTONVA22202N/APCENSURING STUDENTS WITH VISUAL IMPAIRMENTS HAVE ACCESS TO AND ENGAGEMENT IN EDUCATION THROUGH NATIONAL DISSEMINATION ACTIVITIES$86,250
AMERICAN PRINTING HOUSE FOR THE BLIND
1839 FRANKFORT AVENUELOUISVILLEKY40206N/APC#19-12: SUPPORTING FAMILIES BY GROWING APH FAMILYCONNECT$99,402
ASSOCIATION FOR THE MULTIPLE IMPAIRED BLIND
35 BEAVERSON BLVD BLDG 13BRICKNJ087237812N/APC#21-11: HANDICAP ACCESSIBLE VANS FOR TWO GROUP HOMES$200,000
BENETECH
480 SOUTH CALIFORNIA AVENUE SUITEPALO ALTOCA94306N/APC#21-18: BOOKSHARE IN INDIA: PATHWAYS TO INDEPENDENCE$208,242201
C L GUPTA EYE INSTITUTE
N/ANC (ER)#21-29ER: ELIMINATING RURAL AVOIDABLE BLINDNESS BACKLOG DURING COVID19 PANDEMIC IN WESTERN UTTAR PRADESH (INDIA)$123,466RAM GANGA VIHAR PHASE II EXTENSIONMORADABADIN2440021
CANCERCARE INC
275 7TH AVENUE FLOOR 22NEW YORKNY10001N/APC#18-05: FINANCIAL ASSISTANCE AND SUPPORT PROGRAM FOR PEOPLE WITH OCULAR CANCERS (AND OTHER CANCERS AFFECTING VISION)$131,100
CENTER FOR DISABILITY SERVICES
314 S MANNING BLVDALBANYNY122081708N/APC#21-09D: EDUCATIONAL SERVICES FOR BLIND AND VISUALLY IMPAIRED STUDENTS WITH DISABILITIES$10,000
CENTRAL ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED
507 KENT AVENUEUTICANY13501N/APC#19-19: VISION HEALTH AND WELLNESS AWARENESS EXPANSION$127,993
CHCANYS
111 BROADWAY RM 1402NEW YORKNY100061934N/APC#21-28: CHCANYS VISION GRANT PHASE II$34,000
CHRISTIAN BLIND MISSION INTERNATIONAL INC
PO BOX 340WHEATONIL60187N/APC#19-02: SIMULATED OPHTHALMIC SURGICAL TRAINING$2,500
CITY ACCESS NEW YORK INC
1207 CASTLETON AVENUESTATEN ISLANDNY10310N/APC#17-16: CAREER DISCOVERY PROJECT$85,103
DOMINICAN COLLEGE OF BLAUVELT
470 WESTERN HIGHWAYORANGEBURGNY10962N/APC#21-19: HYBRID ONLINE LEARNING FOR TEACHERS OF STUDENTS WHO ARE BLIND OR VISUALLY IMPAIRED (TVIS) INCLUDING THOSE WITH MULTIPLE DISABILITIES, IN THE GREATER NEW YORK METROPOLITAN AREA$107,858
DOMINICAN COLLEGE OF BLAUVELT
470 WESTERN HWYORANGEBURGNY10962N/APCSCH2019-2: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$10,478
DOMINICAN COLLEGE OF BLAUVELT
470 WESTERN HWYORANGEBURGNY10962N/APCSCH2014-2: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019$11,721
DR SHROFF'S CHARITY EYE HOSPITAL
N/ANC (ER)#17-08: DEVELOPMENT OF ACCESSIBLE, HIGH QUALITY AND EFFICIENT EYE CARE DELIVERY SYSTEM THROUGH A SCALABLE AND REPLICABLE MODEL OF ALLIED EYE HEALTH PERSONNEL$78,1865027 KEDAR NATH ROAD DARYAGANJNEW DELHIIN
FAIRFIELD UNIVERSITY
1073 N BENSON RDFAIRFIELDCT06824N/APCSCH2019-3: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$13,324
FORDHAM UNIVERSITY
45 COLUMBUS AVE 8TH FLOORNEW YORKNY10023N/APCSCH2014-3: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019$26,180
FORDHAM UNIVERSITY
45 COLUMBUS AVE 8TH FLOORNEW YORKNY10023N/APCSCH2019-4: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$89,857
FREEDOM GUIDE DOGS FOR THE BLIND
1210 HARDSCRABBLE ROADCASSVILLENY13318N/APC#21-01: HOMETOWN TRAINING$108,000
FRIENDS OF ARAVIND INC DBA ARAVIND EYE FOUNDATION INC
447 E 57TH ST APT 7ENEW YORKNY10022N/APC#19-08: LEAP TOGETHER TOWARDS EXCELLENCE LAICOS COLLABORATIVE DEVELOPMENT SERIES TO ENHANCE EYE CARE$147,166
FUNDACION GUATEMALTECA PARA NINOS CON SORDOCEGUERA ALEX (FUNDAL)
N/ANC (ER)#21-20: FORGING PATHS TOWARDS INCLUSION AND SUSTAINABILITY$135,0001A CALLE Y CARRETERA INTERAMERICANAGUATEMALA CITYGT0-20 ZONA 1 DE MIXCO
HADLEY INSTITUTE FOR THE BLIND AND VISUALLY IMPAIRED
700 ELM STREETWINNETKAIL600930299N/APC#21-21: BRAILLE FOR EVERYDAY USE, A TACTILE BRAILLE WORKSHOP SERIES FOR PEOPLE WITH VISION LOSS$225,000
HELEN KELLER INTERNATIONAL
ONE DAG HAMMARSKJOLD PLAZA FLOOR 2NEW YORKNY10017N/APC#19-13: CHILDSIGHT NEW YORK$355,760
HELEN KELLER INTERNATIONAL
ONE DAG HAMMARSKJOLD PLAZA FLOOR 2NEW YORKNY10017N/APC#21-02: SCALING UP DIABETIC RETINOPATHY SERVICES IN BANGLADESH PROGRAM (SDRS III)$268,790
HELEN KELLER SERVICES
180 LIVINGSTON STREET 2ND FLOORBROOKLYNNY11201N/APC#21-31: FEELING THROUGH CURRICULUM$197,912
HIMALAYAN CATARACT PROJECT
PO BOX 55WATERBURYVT056760055N/APC#21-03: STRENGTHENING EYE CARE IN NEPAL$70,000
L V PRASAD EYE INSTITUTE OF THE INDO-AMERICAN EYE CARE SOCIETY
44 MONTREAL PLACEROCHESTERNY14618N/APC#20-13: FUTURISTIC VISION CENTRES$90,310
LAVELLE SCHOOL FOR THE BLIND
3830 PAULDING AVENUEBRONXNY10469N/APC#21-14: DISCRETIONARY FUNDING FOR MISCELLANEOUS PROJECTS$50,000
LAVELLE SCHOOL FOR THE BLIND
3830 PAULDING AVENUEBRONXNY10469N/APC#21-07D: GALA SUPPORT$5,000
LE MOYNE COLLEGE
1419 SALT SPRINGS RDSYRACUSENY13214N/APCSCH2014-4: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019$3,185
LEARNING ALLY
20 ROSZEL ROADPRINCETONNJ08540N/APC#19-09: COLLEGE SUCCESS PROGRAM$200,000
LIGHTHOUSE GUILD
250 W 64TH STNEW YORKNY10023N/APC#20-26: LGI REMOTE CARE NETWORK$191,840
LUTHERAN BRAILLE WORKERS
PO BOX 5000YUCAIPACA923991450N/APC#21-22: BRINGING CHRIST'S LIGHT TO THE NATIONS$99,254
MANHATTANVILLE COLLEGE
2900 PURCHASE STPURCHASENY10577N/APCSCH2014-5: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019$12,331
MARIST COLLEGE
3399 NORTH ROADPOUGHKEEPSIENY12601N/APCSCH2014-6: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019$57,672
MARIST COLLEGE
3399 NORTH ROADPOUGHKEEPSIENY12601N/APCSCH2019-7: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$5,713
MARYMOUNT MANHATTAN COLLEGE
221 E 71ST STNEW YORKNY10021N/APCSCH2014-7: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019$12,813
MARYMOUNT MANHATTAN COLLEGE
221 E 71ST STNEW YORKNY10021N/APCSCH2019-8: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$4,782
NEW YORK PUBLIC LIBRARY
445 FIFTH AVE 8TH FLNEW YORKNY100160133N/APC#21-34D: BRIDGE FUNDING FOR THE TRANSLATING ACCESS PROJECT$12,774
NORTHEASTERN ASSOCIATION OF THE BLIND AT ALBANY INC
301 WASHINGTON AVEALBANYNY12206N/APC#21-16D: BUILDING THE CAPACITY TO SERVE LEGALLY BLIND PERSONS OF ALL AGES IN THE MIDDLE HUDSON VALLEY$10,000
NORTHEASTERN ASSOCIATION OF THE BLIND AT ALBANY INC
301 WASHINGTON AVEALBANYNY12206N/APC#20-19: RECREATION, INTEGRATION, SOCIALIZATION AND EDUCATION (RISE) PROGRAM$165,921
ORBIS INTERNATIONAL
520 8TH AVE 11TH FLOORNEW YORKNY10018N/APC#20-14: SITAPUR EYE HOSPITAL - ORBIS COMPREHENSIVE CHILDHOOD BLINDNESS PROJECT$90,304
ORGANISATION PREVENTION DE LA CECITE
N/ANC (ER)#21-04: SUSTAINING A CATARACT PROGRAM IN MADAGASCAR$5,08917 VILLA DALESIAPARISFR75014
OUR SPACE OUR PLACE
198 TREMONT ST BOX 325BOSTONMA021164705N/APC#21-26D: AFTER SCHOOL AND CAREER EXPLORATION PROGRAMS FOR BLIND AND VISUALLY IMPAIRED YOUTH$10,000
PERKINS SCHOOL FOR THE BLIND
175 NORTH BEACON STREETWATERTOWNMA02472N/APC#18-20: BRINGING THE EDUCATION OF CHILDREN WITH VISION IMPAIRMENT AND MULTIPLE DISABILITIES TO SCALE IN LATIN AMERICA$234,101
PERKINS SCHOOL FOR THE BLIND
175 NORTH BEACON STREETWATERTOWNMA02472N/APC#21-23: BUILDING CAPACITY FOR EDUCATIONAL LEADERSHIP AND COVID-19 RECOVERY IN LATIN AMERICA 2021-2023$100,000
RESEARCH FOUNDATION OF CITY UNIVERSITY OF NEW YORK HUNTER COLLEGE
695 PARK AVENUENEW YORKNY10065N/APC#18-16: ORIENTATION AND MOBILITY GRANT$161,467
RUTGERS DEPARTMENT OF PSYCHIATRIC REHABILITATION AND COUNSELING PROFESSIONS
675 HOES LANE WEST 8TH FLPISCATAWAYNJ08854N/APC#21-05: EYE2EYE: A PEER SUPPORT PROGRAM FOR INDIVIDUALS AND FAMILIES COPING WITH VISION LOSS$193,757
SAFE TODDLES INC
1491 ROUTE 52 SUITE 44FISHKILLNY12524N/APC#21-24: INVESTIGATION OF INDEPENDENT WALKING BEFORE AND WITH PEDIATRIC BELT CANES$174,066
SENSE INTERNATIONAL PERU
N/ANC (ER)#21-06: PROMOTING A QUALITY AND INCLUSIVE EDUCATION EXPERIENCE FOR STUDENTS WITH DEAF BLINDNESS IN PERU$23,883JR DANIEL ALCIDES CARRIN NO 202 OFLIMAPE041205 SAN BORJA
SETON HALL UNIVERSITY
457 CENTRE STSOUTH ORANGENJ07079N/APCSCH2019-10: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$43,568
ST JOHN'S UNIVERSITY
308 MARILLAC HALLQUEENSNY11439N/APCSCH2014-10: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019$15,000
ST JOHN'S UNIVERSITY
308 MARILLAC HALLQUEENSNY11439N/APCSCH2019-11: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$29,291
THE CARROLL CENTER FOR THE BLIND
770 CENTRE STNEWTONMA024582530N/APC#21-12: CARROLL INTERNS$69,968
THE FILOMEN M D'AGOSTINO GREENBERG MUSIC SCHOOL
2130 BROADWAY SUITE 1904NEW YORKNY10023N/APC#21-13: FMDG MUSIC SCHOOL BREAKS DOWN BARRIERS$75,000
THE FRED HOLLOWS FOUNDATION USA
115 FIFTH AVENUE 6TH FLOORNEW YORKNY10003N/APC#21-30: ALINA VISION VIETNAM$94,992
THE RESEARCH FOUNDATION FOR SUNY (BROCKPORT)
350 NEW CAMPUS DRIVEBROCKPORTNY14420N/ASO III FI#21-15: THE INSTITUTE ON MOVEMENT STUDIES FOR INDIVIDUALS WITH VISUAL IMPAIRMENTS OR DEAF BLINDNESS ALONG WITH CAMP ABILITIES LAVELLE FUND FOR THE BLIND GRANT$114,466
THE RESEARCH FOUNDATION FOR SUNY (BROCKPORT)
350 NEW CAMPUS DRIVEBROCKPORTNY14420N/ASO III FI#20-15: TEACH TEACHERS & PARENTS TO TEACH CHILDREN WITH VI AND ADDITIONAL DISABILITIES IN PHYSICAL ACTIVITY AND SPORTS$17,333
UNIVERSITY OF PITTSBURGH
116 ATWOOD ST STE 201PITTSBURGHPA152133402N/APC#21-33D: INCREASING AND DIVERSIFYING THE PROFESSIONAL PIPELINE: A FORUM$4,970
VISUALLY IMPAIRED ADVANCEMENT
1170 MAIN STREETBUFFALONY14209N/APC#19-04: BENNY INITIATIVE PHASE III IMPLEMENTATION$50,000
VISUALLY IMPAIRED ADVANCEMENT
1170 MAIN STREETBUFFALONY14209N/APC#21-32: CAPITAL IMPROVEMENT TO VIA'S MAIN STREET CAMPUS IN BUFFALO$50,000
VISIONSSERVICES FOR THE BLIND AND VISUALLY IMPAIRED
500 GREENWICH STREET 3RD FLOORNEW YORKNY10013N/APC#20-21: LAVELLE SCHOLARS ASSISTANCE PROGRAM 2020-2024$119,010
VISIONSSERVICES FOR THE BLIND AND VISUALLY IMPAIRED
500 GREENWICH STREET 3RD FLOORNEW YORKNY10013N/APC#20-03: EXPANSION OF VISIONS SERVICES IN WESTCHESTER COUNTY, ROCKLAND COUNTY AND THE HUDSON VALLEY$175,000
VISIONSSERVICES FOR THE BLIND AND VISUALLY IMPAIRED
500 GREENWICH STREET 3RD FLOORNEW YORKNY10013N/APC#21-17D: BUILDING THE CAPACITY TO SERVE LEGALLY BLIND PEOPLE OF ALL AGES IN THE LOWER HUDSON VALLEY$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,751,248TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (47 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientForeignAddress/AddressLine2Txt
BENETECH
480 SOUTH CALIFORNIA AVENUE SUITE201PALO ALTOCA94306N/APC#21-18: BOOKSHARE IN INDIA: PATHWAYS TO INDEPENDENCE$441,694
C L GUPTA EYE INSTITUTE
N/ANC (ER)#21-29ER: ELIMINATING RURAL AVOIDABLE BLINDNESS BACKLOG DURING COVID19 PANDEMIC IN WESTERN UTTAR PRADESH (INDIA)$244,730RAM GANGA VIHAR PHASE II EXTENSIONMORADABADIN2440021
CANCERCARE INC
275 7TH AVENUE FLOOR 22NEW YORKNY10001N/APC#18-05: FINANCIAL ASSISTANCE AND SUPPORT PROGRAM FOR PEOPLE WITH OCULAR CANCERS (AND OTHER CANCERS AFFECTING VISION)$135,030
CANISIUS COLLEGE
2001 MAIN STREETBUFFALONY14208N/APCSCH2019-1: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$129,810
CANISIUS COLLEGE
2001 MAIN STREETBUFFALONY14208N/APCSCH2014-1: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019$440,902
DOMINICAN COLLEGE OF BLAUVELT
470 WESTERN HWYORANGEBURGNY10962N/APCSCH2014-2: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019$533,291
DOMINICAN COLLEGE OF BLAUVELT
470 WESTERN HWYORANGEBURGNY10962N/APCSCH2019-2: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$234,287
DOMINICAN COLLEGE OF BLAUVELT
470 WESTERN HIGHWAYORANGEBURGNY10962N/APC#21-19: HYBRID ONLINE LEARNING FOR TEACHERS OF STUDENTS WHO ARE BLIND OR VISUALLY IMPAIRED (TVIS) INCLUDING THOSE WITH MULTIPLE DISABILITIES, IN THE GREATER NEW YORK METROPOLITAN AREA$468,822
FAIRFIELD UNIVERSITY
1073 N BENSON RDFAIRFIELDCT06824N/APCSCH2016-12: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019$544,138
FAIRFIELD UNIVERSITY
1073 N BENSON RDFAIRFIELDCT06824N/APCSCH2019-3: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$229,444
FORDHAM UNIVERSITY
45 COLUMBUS AVE 8TH FLOORNEW YORKNY10023N/APCSCH2014-3: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019$175,011
FORDHAM UNIVERSITY
45 COLUMBUS AVE 8TH FLOORNEW YORKNY10023N/APCSCH2019-4: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$293,835
FREEDOM GUIDE DOGS FOR THE BLIND
1210 HARDSCRABBLE ROADCASSVILLENY13318N/APC#21-01: HOMETOWN TRAINING$108,000
FRIENDS OF ARAVIND INC DBA ARAVIND EYE FOUNDATION INC
447 E 57TH ST APT 7ENEW YORKNY10022N/APC#19-08: LEAP TOGETHER TOWARDS EXCELLENCE LAICOS COLLABORATIVE DEVELOPMENT SERIES TO ENHANCE EYE CARE$135,368
FUNDACION GUATEMALTECA PARA NINOS CON SORDOCEGUERA ALEX (FUNDAL)
N/ANC (ER)#21-20: FORGING PATHS TOWARDS INCLUSION AND SUSTAINABILITY$264,0001A CALLE Y CARRETERA INTERAMERICANAGUATEMALA CITYGT0-20 ZONA 1 DE MIXCO
HELEN KELLER INTERNATIONAL
ONE DAG HAMMARSKJOLD PLAZA FLOOR 2NEW YORKNY10017N/APC#21-02: SCALING UP DIABETIC RETINOPATHY SERVICES IN BANGLADESH PROGRAM (SDRS III)$379,279
HELEN KELLER INTERNATIONAL
ONE DAG HAMMARSKJOLD PLAZA FLOOR 2NEW YORKNY10017N/APC#19-13: CHILDSIGHT NEW YORK$355,172
HELEN KELLER SERVICES
180 LIVINGSTON STREET 2ND FLOORBROOKLYNNY11201N/APC#21-31: FEELING THROUGH CURRICULUM$149,668
LE MOYNE COLLEGE
1419 SALT SPRINGS RDSYRACUSENY13214N/APCSCH2019-5: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$150,000
LE MOYNE COLLEGE
1419 SALT SPRINGS RDSYRACUSENY13214N/APCSCH2014-4: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019$417,508
LIGHTHOUSE GUILD
250 W 64TH STNEW YORKNY10023N/APC#20-26: LGI REMOTE CARE NETWORK$197,427
MANHATTANVILLE COLLEGE
2900 PURCHASE STPURCHASENY10577N/APCSCH2019-6: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$450,000
MANHATTANVILLE COLLEGE
2900 PURCHASE STPURCHASENY10577N/APCSCH2014-5: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019$530,351
MARIST COLLEGE
3399 NORTH ROADPOUGHKEEPSIENY12601N/APCSCH2019-7: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$244,287
MARIST COLLEGE
3399 NORTH ROADPOUGHKEEPSIENY12601N/APCSCH2014-6: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019$235,352
MARYMOUNT MANHATTAN COLLEGE
221 E 71ST STNEW YORKNY10021N/APCSCH2014-7: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019$345,737
MARYMOUNT MANHATTAN COLLEGE
221 E 71ST STNEW YORKNY10021N/APCSCH2019-8: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$145,218
MOLLOY COLLEGE
1000 HEMPSTEAD AVEROCKVILLE CENTRENY11571N/APCSCH2019-9: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$150,000
MOLLOY COLLEGE
1000 HEMPSTEAD AVEROCKVILLE CENTRENY11571N/APCSCH2014-8: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019$315,818
NEW YORK EYE AND EAR INFIRMARY OF NEW YORK
310 EAST 14TH STREETNEW YORKNY10003N/APC#19-15: LOW VISION REFERRAL IMPLEMENTATION$78,778
NORTHEASTERN ASSOCIATION OF THE BLIND AT ALBANY INC
301 WASHINGTON AVEALBANYNY12206N/APC#20-19: RECREATION, INTEGRATION, SOCIALIZATION AND EDUCATION (RISE) PROGRAM$86,079
PERKINS SCHOOL FOR THE BLIND
175 NORTH BEACON STREETWATERTOWNMA02472N/APC#21-23: BUILDING CAPACITY FOR EDUCATIONAL LEADERSHIP AND COVID-19 RECOVERY IN LATIN AMERICA 2021-2023$100,000
RUTGERS DEPARTMENT OF PSYCHIATRIC REHABILITATION AND COUNSELING PROFESSIONS
675 HOES LANE WEST 8TH FLPISCATAWAYNJ08854N/APC#21-05: EYE2EYE: A PEER SUPPORT PROGRAM FOR INDIVIDUALS AND FAMILIES COPING WITH VISION LOSS$193,757
SAFE TODDLES INC
1491 ROUTE 52 SUITE 44FISHKILLNY12524N/APC#21-24: INVESTIGATION OF INDEPENDENT WALKING BEFORE AND WITH PEDIATRIC BELT CANES$161,478
SENSE INTERNATIONAL PERU
N/ANC (ER)#21-06: PROMOTING A QUALITY AND INCLUSIVE EDUCATION EXPERIENCE FOR STUDENTS WITH DEAF BLINDNESS IN PERU$45,683JR DANIEL ALCIDES CARRIN NO 202 OFLIMAPE041205 SAN BORJA
SETON HALL UNIVERSITY
457 CENTRE STSOUTH ORANGENJ07079N/APCSCH2019-10: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$364,538
SETON HALL UNIVERSITY
457 CENTRE STSOUTH ORANGENJ07079N/APCSCH2014-9: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019$476,721
ST JOHN'S UNIVERSITY
308 MARILLAC HALLQUEENSNY11439N/APCSCH2019-11: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$120,709
ST JOHN'S UNIVERSITY
308 MARILLAC HALLQUEENSNY11439N/APCSCH2014-10: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019$330,682
ST THOMAS AQUINAS COLLEGE
125 ROUTE 340SPARKILLNY10976N/APCSCH2014-11: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019$558,401
ST THOMAS AQUINAS COLLEGE
125 ROUTE 340SPARKILLNY10976N/APCSCH2019-12: BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024$150,000
THE CARROLL CENTER FOR THE BLIND
770 CENTRE STNEWTONMA024582530N/APC#21-12: CARROLL INTERNS$144,546
THE FILOMEN M D'AGOSTINO GREENBERG MUSIC SCHOOL
2130 BROADWAY SUITE 1904NEW YORKNY10023N/APC#21-13: FMDG MUSIC SCHOOL BREAKS DOWN BARRIERS$75,000
THE FRED HOLLOWS FOUNDATION USA
115 FIFTH AVENUE 6TH FLOORNEW YORKNY10003N/APC#21-30: ALINA VISION VIETNAM$105,008
THE RESEARCH FOUNDATION FOR SUNY (BROCKPORT)
350 NEW CAMPUS DRIVEBROCKPORTNY14420N/ASO III FI#21-15: THE INSTITUTE ON MOVEMENT STUDIES FOR INDIVIDUALS WITH VISUAL IMPAIRMENTS OR DEAF BLINDNESS ALONG WITH CAMP ABILITIES LAVELLE FUND FOR THE BLIND GRANT$205,379
VISIONSSERVICES FOR THE BLIND AND VISUALLY IMPAIRED
500 GREENWICH STREET 3RD FLOORNEW YORKNY10013N/APC#20-03: EXPANSION OF VISIONS SERVICES IN WESTCHESTER COUNTY, ROCKLAND COUNTY AND THE HUDSON VALLEY$175,000
VISIONSSERVICES FOR THE BLIND AND VISUALLY IMPAIRED
500 GREENWICH STREET 3RD FLOORNEW YORKNY10013N/APC#20-21: LAVELLE SCHOLARS ASSISTANCE PROGRAM 2020-2024$248,837
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$12,064,775TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$126ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,569,728ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$50,666,892ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
OTHER INCOME18$913
INTEREST EARNED ON PRI14$90
RETURNED GRANTS$48,504

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$53,237,749ExclusionAmt
Related Or Exempt Function Incm$48,504RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$53,286,253TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11CLineNumberTxt
Relationship StatementRETURNED GRANTS USED IN FURTHERANCE OF THE FUND'S EXEMPT PURPOSE.RelationshipStatementTxt

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)
CategoryCONDON O'MEARA MCGINTY & DONNELLY LLP - AUDIT & TAX SERVICESCategoryTxt
Amt$35,193Amt
Net Investment Income$21,003NetInvestmentIncomeAmt
Disbursements Charitable Prps$14,190DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (5 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxtAddress Line2ForeignAddress/AddressLine2Txt
DR SHROFF'S CHARITY EYE HOSPITAL
5027 KEDARNATH ROADDARYAGANJNEW DELHIIN1100022017-07-12$679,116TO ESTABLISH A SCALABLE AND REPLICABLE TRAINING MODEL FOR MID-LEVEL EYE CARE PROFESSIONALS THAT, BY PLACING MORE SUCH TRAINED PHYSICIANS AT DR. SHROFF'S AND OTHER NORTH INDIAN EYE HOSPITALS, WILL HELP INCREASE THE VOLUME, EFFICIENCY, ACCESSIBILITY, AND SUSTAINABILITY OF EYE CARE IN THE REGION'S HIGH-NEED SETTINGS.NOTE: THIS IS A MULTI-YEAR GRANT APPROVED FOR $679,116 OF WHICH THE LAVELLE FUND FOR THE BLIND, INC. HAS PAID $78,186 IN 2021, $135,235 IN 2020, $125,333 IN 2019 AND $340,362 IN 2017. THE LAVELLE FUND IS MONITORING THE GRANT CAREFULLY TO ENSURE THAT MONIES ARE SPENT AS PLANNED. THERE ARE NO REMAINING FUTURE COMMITMENTS ON THIS GRANT.$558,842TO KNOWLEDGE OF THE FUND, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE.7/31/21, 7/31/21, 8/14/19, 11/30/18THE LAVELLE FUND HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN.
FUNDACION GUATEMALTECA PARA NINOS CON SORDOCEGUERA ALEX (FUNDAL)
1A CALLE Y CARRETERA INTERAMERICANAGUATEMALA CITYGUATEMALA CITYGT010572021-12-02$399,000TO SUPPORT THE "FORGING PATHS TOWARDS INCLUSION AND SUSTAINABILITY" PROJECT.NOTE: THIS IS A MULTI-YEAR GRANT APPROVED FOR $399,000 OF WHICH THE LAVELLE FUND FOR THE BLIND, INC. HAS PAID $135,000 IN 2021. THE LAVELLE FUND IS MONITORING THE GRANT CAREFULLY TO ENSURE THAT MONIES ARE SPENT AS PLANNED. THE REMAINING FUTURE COMMITMENT ON THIS GRANT IS $264,000.TO KNOWLEDGE OF THE FUND, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE.INITIAL REPORT DUE 11/01/22NOT APPLICABLE AS THE GRANTEE HAS NOT YET SUBMITTED ANY PROGRESS REPORTS TO DATE.0-20 ZONA 1 D
CL GUPTA EYE INSTITUTE
RAM GANGA VIHAR PHASE II EXTENSIONMORADABADIN2440012021-12-07$368,196TO SUPPORT THE "ELIMINATE RURAL AVOIDABLE BLINDNESS BACKLOG DURING COVID-19 PANDEMIC IN WESTERN UTTAR PRADESH, INDIA" PROJECT. THIS IS A THREE-YEAR GRANT. THE YEAR-1 REPORT IS SCHEDULED FOR 11/15/2022.NOTE: THIS IS A MULTI-YEAR GRANT APPROVED FOR $368,196 OF WHICH THE LAVELLE FUND FOR THE BLIND, INC. HAS PAID $123,466 IN 2021. THE LAVELLE FUND IS MONITORING THE GRANT CAREFULLY TO ENSURE THAT MONIES ARE SPENT AS PLANNED. THE REMAINING FUTURE COMMITMENT ON THIS GRANT IS $244,730.TO KNOWLEDGE OF THE FUND, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE.INITIAL REPORT DUE 11/15/22NOT APPLICABLE AS THE GRANTEE HAS NOT YET SUBMITTED ANY PROGRESS REPORTS.
ORGANISATION PREVENTION DE LA CECITE
17 VILLA DALSIAPARISPARISFR750142021-03-26$5,089TO BUILD THE CAPACITY OF LIONS SIGHT FIRST MADAGASCAR, ENABLING THEM TO PREPARE FOR THE EVENTUAL DECREASE IN FUNDING FROM LIONS CLUB INTERNATIONAL FOUNDATION, AND SUSTAIN THEIR MUCH-NEEDED CATARACT PROGRAM THROUGH AN OWNERSHIP AND IMPLEMENTATION MODEL.$5,089TO KNOWLEDGE OF THE FUND, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE.6/29/21THE LAVELLE FUND HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN.
SENSE INTERNATIONAL PER
JR DANIEL ALCIDES CARRIN NO 202 OFLIMALIMAPE0412021-03-26$69,566TO BE USED TO PROMOTE QUALITY AND INCLUSIVE EDUCATION EXPERIENCE FOR STUDENTS WITH DEAF BLINDNESS IN PERU.NOTE: THIS IS A MULTI-YEAR GRANT APPROVED FOR $69,566 OF WHICH THE LAVELLE FUND FOR THE BLIND, INC. HAS PAID $23,883 IN 2021. THE LAVELLE FUND IS MONITORING THE GRANT CAREFULLY TO ENSURE THAT MONIES ARE SPENT AS PLANNED. THE REMAINING FUTURE COMMITMENT ON THIS GRANT IS $45,683.$23,883TO KNOWLEDGE OF THE FUND, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE.3/01/22THE LAVELLE FUND HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN.205 SAN BORJA

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BALL CORP$130,469$130,469
MARRIOTT INTL INC NEW$203,264$203,264
BROOKFIELD FIN INC$210,838$210,838
SEAGATE HDD CAYMAN$35,537$35,537
CITIGROUP INC$102,038$102,038

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EQUITY INCOME FUND ADM$7,572,850$7,572,850
EXPLORER FUND ADMIRAL$3,545,880$3,545,880
EXTENDED MKT INDEX INST$6,944,878$6,944,878
INST INDEX FUND INST$33,884,215$33,884,215
PRIMECAP CORE FUND$18,802,557$18,802,557
US GROWTH FUND ADMIRAL$7,122,584$7,122,584
INTER-TERM INVEST-GR ADM$1,798,669$1,798,669
LONG-TERM INVEST-GR ADM$1,930,496$1,930,496
SHORT-TERM INVEST-GR ADM$4,056,453$4,056,453
TOT INTL BOND IX INSTITL$6,664,052$6,664,052
TOTAL BOND MKT INDEX INST$7,919,639$7,919,639
INTERNATIONAL GROWTH ADM$13,018,299$13,018,299
INTERNATIONAL VALUE FUND$13,155,875$13,155,875
TOT INTL STOCK IX INST$26,263,067$26,263,067

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLAWYERS ALLIANCE FOR NEW YORKCategoryTxt
Legal Fees$2,370LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,370DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED VALUE OF INVESTMENTSDesc
Amt$27,404,520Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TELEPHONE$1,876$94$1,782
OFFICE SUPPLIES$1,572$0$1,572
COMPUTER AND TECHNOLOGY EXPENSES$23,348$0$23,348
BUSINESS INSURANCE$4,042$0$4,042
POSTAGE AND DELIVERY$107$0$107
FILING FEES$1,785$0$1,785
OFFICE EQUIPMENT, FURNITURE, AND ENHANCEMENTS$2,748$0$2,748
OTHER$5,952$0$5,952
DUES AND SUBSCRIPTIONS$11,644$0$11,644
PROFESSIONAL DEVELOPMENT$777$0$777

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME$913$913$913
INTEREST EARNED ON PRI$90$90$90
RETURNED GRANTS$48,504$48,504

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)

Insider RelationshipInsiderRelationshipTxtLoan OriginalLoanOriginalAmtBalance DueBalanceDueAmtNoteNoteDtLoan MaturityLoanMaturityDtRepayment TermsRepaymentTermsTxtInterestInterestRtSecurity Provided BorrowerSecurityProvidedBorrowerTxtLoan PurposeLoanPurposeTxtLender ConsiderationLenderConsiderationDescConsideration FMVConsiderationFMVAmt
LAVELLE SCHOOL FOR THE BLIND
NONE$240,000$02020-032021-12ALL PRINCIPAL AND INTEREST DUE 12/15/211.000000000000NONESCHOOL'S GENERAL CORPORATE PURPOSES OR OPERATING EXPENSESNOT APPLICABLE$0
LAVELLE SCHOOL FOR THE BLIND
NONE$332,000$332,0002021-072022-07ALL PRINCIPAL AND INTEREST DUE 7/31/210.000000000000NONESCHOOL'S GENERAL CORPORATE PURPOSES OR OPERATING EXPENSESNOT APPLICABLE$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$0$0$0
- KASTEL CAPITAL ADVISORS, LLC$37,196$37,196$0
- AMERICAN CAPITAL MGMT.$151,924$151,924$0
- UBS$116,472$116,472$0
CONSULTING FEES$0$0$0
- VANGUARD$2,687$0$2,687
- FLYLEAF CREATIVE, INC. - WEBSITE SERVICES$300$0$300
- THE BENEFIT PRACTICE$4,105$0$4,105
- PKF O' CONNOR DAVIES$2,750$0$2,750

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXESCategoryTxt
Amt$660,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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