NETTER FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NETTER FOUNDATION INC (EIN 13-6176542)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202201339349103455
- 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
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T13:42:30-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112950263 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOFLER & CO CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MERRICK ROAD SUITE 210E | AddressLine1Txt |
| City | ROCKVILLE CENTRE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115704881 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136176542 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NETTER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NETT | BusinessNameControlTxt |
| Phone | 9142712802 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 FOX RUN ROAD | AddressLine1Txt |
| City | CROTON ON HUDSON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105203707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALFRED NETTER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 9142712802 | PhoneNum |
| Signature | 2022-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALFRED | PersonFirstNm |
| Person Last | NETTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TANYA LEE BEHNKE | PreparerPersonNm |
| PTIN | P01363544 | PTIN |
| Phone | 5165360300 | PhoneNum |
| Preparation | 2022-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,163,551 | 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 | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $117,387 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $117,387 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $156,298 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $255,748 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $156,298 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $273,687 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $273,687 | 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 |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,083 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,083 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,990 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,091 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,283 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $258,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $258,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $327,341 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,283 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $261,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$53,654 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $209,404 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $43,384 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $69,506 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $69,506 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,496,273 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,392,511 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,392,211 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,676,198 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,700,184 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,701,834 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,215,855 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,162,201 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,163,551 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,900,456 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,900,456 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $315,399 | RetainedEarningBOYAmt |
| Retained Earning EOY | $261,745 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,215,855 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,162,201 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,215,855 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,162,201 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,215,855 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$53,654 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,162,201 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,162,201 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF | P | 2013-11-27 | 2021-03-24 | $39,903 | $14,962 | $24,941 | $24,941 |
| ISHARES S&P 500 GROWTH ETF | P | 2013-11-27 | 2021-06-29 | $25,443 | $8,446 | $16,997 | $16,997 |
| ISHARES S&P 500 GROWTH ETF | P | 2013-11-27 | 2021-09-10 | $29,872 | $9,170 | $20,702 | $20,702 |
| ISHARES S&P 500 GROWTH ETF | P | 2013-11-27 | 2021-10-12 | $29,747 | $9,653 | $20,094 | $20,094 |
| ISHARES S&P 500 GROWTH ETF | P | 2013-11-27 | 2021-11-29 | $24,835 | $7,240 | $17,595 | $17,595 |
| ISHARES S&P 500 GROWTH ETF | P | 2013-11-27 | 2021-12-09 | $30,106 | $8,687 | $21,419 | $21,419 |
| ISHARES S&P 500 VALUE ETF | P | 2013-11-27 | 2021-12-09 | $30,409 | $16,850 | $13,559 | $13,559 |
| ISHARES S&P MID-CAP 400 VALUE ETF | P | 2013-11-27 | 2021-05-19 | $5,056 | $2,736 | $2,320 | $2,320 |
| ISHARES S&P MID-CAP 400 VALUE ETF | P | 2013-11-27 | 2021-12-09 | $12,036 | $6,269 | $5,767 | $5,767 |
| VANGUARD TOTAL WORLD STK ETF | P | 2013-11-27 | 2021-06-29 | $16,113 | $9,060 | $7,053 | $7,053 |
| VANGUARD REAL ESTATE ETF | P | 2013-11-27 | 2021-12-09 | $12,228 | $6,377 | $5,851 | $5,851 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $156,298 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,911 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,911 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,911 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | 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 | $2,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $111 | 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 | KOFLER CO PC | IndividualWithBooksNm |
| Phone | 5165360300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MERRICK RD | AddressLine1Txt |
| City | ROCKVILLE CENTRE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115704881 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2020 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2019 | UndistributedIncomePY2Yr |
| Undistributed Income PY3 | 2018 | UndistributedIncomePY3Yr |
| Undistr Incm Sect4942a2 Not App | 0 | UndistrIncmSect4942a2NotAppInd |
| Undistr Incm Sect4942a2 App Yr1 | 2020 | UndistrIncmSect4942a2AppYr1Yr |
| 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 |
|---|---|---|---|---|---|---|---|---|
| RONALD NETTER | ||||||||
| 2 OLD TOWN HIGHWAY UNIT 7 | EAST HAVEN | CT | 06512 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| ALFRED NETTER | ||||||||
| 24 FOX RUN ROAD | CROTON ON HUDSON | NY | 10520 | SECRETARY | 0.00 | $0 | $0 | $0 |
| NADINE NETTER LEVY | ||||||||
| 315 SEASPRAY AVENUE | PALM BEACH | FL | 33480 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $5,944,871 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,692 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,965,563 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,965,563 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,483 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,876,080 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $293,804 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $293,804 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,911 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,911 | TotalTaxAmt |
| Distributable Before Adj | $290,893 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $290,893 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $290,893 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $261,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $261,050 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $290,893 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $248,054 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Total For Prior Years | $21,017 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $261,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $248,054 | AppliedToYear1Amt |
| Applied To Prior Years | $12,996 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $8,021 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $8,021 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $290,893 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1898 FOUNDATION INC | ||||||||
| PO BOX 248 | PURCHASE | NY | 105770248 | NONE | NONE | CHARITY | $500 | |
| ALL OUR KIN | ||||||||
| 414 CHAPEL STREET STE 100 | NEW HAVEN | CT | 06511 | NONE | NONE | CHARITY | $1,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||
| 220 E 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | NONE | NONE | CHARITY | $500 | |
| BIRTHRIGHT ISRAEL | ||||||||
| 33 E 33RD STREET | NEW YORK | NY | 10016 | NONE | NONE | CHARITY | $500 | |
| CAMFED USA FOUNDATION | ||||||||
| 466 GEARY ST STE 400 | SAN FRANCISCO | CA | 94102 | NONE | NONE | CHARITY | $500 | |
| CANCER RESEARCH INSTITUTE | ||||||||
| 29 BROADWAY FLOOR 4 | NEW YORK | NY | 10006 | NONE | NONE | CHARITY | $2,000 | |
| CARNEGIE HALL | ||||||||
| 881 7TH AVE | NEW YORK | NY | 10019 | NONE | NONE | CHARITY | $2,000 | |
| CENTER FOR ACTION AND CONTEMPLATION | ||||||||
| 1823 FIVE POINTS ROAD SW | ALBUQUERQUE | NM | 87105 | NONE | NONE | CHARITY | $3,000 | |
| CHILDRENS CENTER OF HAMDEN | ||||||||
| 1400 WHITNEY AVE | HAMDEN | CT | 06517 | NONE | NONE | CHARITY | $3,500 | |
| COLUMBIA UNIVERSITY | ||||||||
| 615 W 131ST ST MC 8741 | NEW YORK | NY | 10027 | NONE | NONE | CHARITY | $100 | |
| COMMUNITY FOUNDATION | ||||||||
| 70 AUDOBON ST | NEW HAVEN | CT | 06510 | NONE | NONE | CHARITY | $5,000 | |
| CROHN'S & COLITIS FOUNDATION | ||||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | NONE | CHARITY | $11,000 | |
| CROSSPOINTE ELEMENTARY SCHOOL | ||||||||
| 3015 S CONGRESS AVE | BOYNTON BEACH | FL | 33426 | NONE | NONE | CHARITY | $1,500 | |
| CROTON CARING COMMITTEE | ||||||||
| 38 PENFIELD AVE | CROTON ON HUDSON | NY | 10520 | NONE | NONE | CHARITY | $2,000 | |
| DENAN PROJECT | ||||||||
| PO BOX 543 | WOODBURY | CT | 06798 | NONE | NONE | CHARITY | $1,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVE | NEW YORK | NY | 10001 | NONE | NONE | CHARITY | $1,000 | |
| DOROT PROJECT | ||||||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | NONE | NONE | CHARITY | $500 | |
| ETV ENDOWMENT OF SOUTH CAROLINA | ||||||||
| 401 E KENNEDY ST STE B-1 | SPARTANBURG | SC | 29302 | NONE | NONE | CHARITY | $500 | |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | ||||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | NONE | NONE | CHARITY | $1,000 | |
| FCFC | ||||||||
| 227 EAST GRAND AVE | NEW HAVEN | CT | 06513 | NONE | NONE | CHARITY | $10,000 | |
| FEED THE HUNGRY PANTRY OF PALM BEACH COUNTY INC | ||||||||
| 8306 155TH PL N | WEST PALM BEACH | FL | 334181880 | NONE | NONE | CHARITY | $1,000 | |
| FEEDING WESTCHESTER | ||||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | NONE | NONE | CHARITY | $3,000 | |
| FELLOWSHIP PLACE | ||||||||
| 441 ELM STREET | NEW HAVEN | CT | 06511 | NONE | NONE | CHARITY | $5,000 | |
| FIRST SERVE USA | ||||||||
| PO BOX 1353 | WEST PALM BEACH | FL | 33402 | NONE | NONE | CHARITY | $1,500 | |
| FRIENDS COMMITTEE ON NATIONAL LEGISLATION | ||||||||
| 245 2ND STREET NE | WASHINGTON | DC | 20002 | NONE | NONE | CHARITY | $15,000 | |
| GUIDANCE CENTER FOR WESTCHESTER | ||||||||
| 256 WASHINGTON ST | MOUNT VERNON | NY | 10553 | NONE | NONE | CHARITY | $5,000 | |
| GUILFORD A BETTER CHANCE INC | ||||||||
| PO BOX 140 | GUILFORD | CT | 064370140 | NONE | NONE | CHARITY | $3,000 | |
| GULLOTTA HOUSE | ||||||||
| 72 NORTH STATE ROAD 175 | BRIARCLIFF MANOR | NY | 105101414 | NONE | NONE | CHARITY | $1,000 | |
| HAILEY'S HOPE FOUNDATION | ||||||||
| PO BOX 32 | GOSHEN | NY | 109240032 | NONE | NONE | CHARITY | $1,150 | |
| HAROLD GRINSPOON FOUNDATION | ||||||||
| 67 HUNT ST | ADAWAM | MA | 010011920 | NONE | NONE | CHARITY | $500 | |
| HEROES FOUNDATION OF AMERICA INC | ||||||||
| PO BOX 31863 | PALM BEACH GARDENS | FL | 33420 | NONE | NONE | CHARITY | $1,000 | |
| HYDROCEPHALUS ASSOCIATION | ||||||||
| 4340 EW HIGHWAY STE 905 | BETHESDA | MD | 20814 | NONE | NONE | CHARITY | $500 | |
| ICE THEATRE | ||||||||
| 62 CHELSEA PIER STE 308 | NEW YORK | NY | 10011 | NONE | NONE | CHARITY | $500 | |
| INTEGRATED REFUGEE & IMMIGRANT SERVICES INC | ||||||||
| 235 NICOLL STREET FLOOR 2 | NEW HAVEN | CT | 065112670 | NONE | NONE | CHARITY | $5,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 E 42ND ST FL 12 | NEW YORK | NY | 10168 | NONE | NONE | CHARITY | $3,000 | |
| LAKE WACCABUC ASSOCIATION | ||||||||
| PO BOX 241 | SOUTH SALEM | NY | 10590 | NONE | NONE | CHARITY | $10,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 1311 MAMARONECK AVE STE 310 | WHITE PLAINS | NY | 10605 | NONE | NONE | CHARITY | $2,500 | |
| LOWCOUNTRY FOOD BANK | ||||||||
| 2864 AZALEA DRIVE | CHARLESTON | SC | 29405 | NONE | NONE | CHARITY | $500 | |
| LUNG CANCER RESEARCH FOUNDATION | ||||||||
| 155 EAST 55TH STREET | NEW YORK | NY | 10022 | NONE | NONE | CHARITY | $500 | |
| LYMPHOMA RESEARCH FOUNDATION | ||||||||
| 115 BROADWAY STE 1301 | NEW YORK | NY | 10006 | NONE | NONE | CHARITY | $2,000 | |
| MIRACLE BABIES | ||||||||
| 8745 AERO DRIVE - SUITE 308 | SAN DIEGO | CA | 921231763 | NONE | NONE | CHARITY | $700 | |
| MOBILIZATION FOR JUSTICE INC | ||||||||
| 100 WILLIAM STREET 6TH FLR | NEW YORK | NY | 10038 | NONE | NONE | CHARITY | $500 | |
| MUSIC HAVEN | ||||||||
| PO BOX 207332 | NEW HAVEN | CT | 06520 | NONE | NONE | CHARITY | $3,000 | |
| NATIONAL SENIOR WOMENS TENNIS ASSOCIATION | ||||||||
| 21440 BRIDGE VIEW DR | BOCA RATON | FL | 334281609 | NONE | NONE | CHARITY | $500 | |
| NEW HAVEN FRIENDS MEETING | ||||||||
| 223 E GRAND AVE | NEW HAVEN | CT | 06513 | NONE | NONE | CHARITY | $3,000 | |
| NEW HAVEN READS | ||||||||
| 45 BRISTOL STREET | NEW HAVEN | CT | 06511 | NONE | NONE | CHARITY | $3,500 | |
| NEW YORK PUBLIC RADIO | ||||||||
| 160 VARICK ST 8TH FL | NEW YORK | NY | 10013 | NONE | NONE | CHARITY | $1,000 | |
| NO KID HUNGRY | ||||||||
| 1030 15TH STREET NW SUITE 1100 W | WASHINGTON | DC | 20005 | NONE | NONE | CHARITY | $2,000 | |
| NY PHILHARMONIC | ||||||||
| 10 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | NONE | NONE | CHARITY | $4,000 | |
| OAKWOOD FRIENDS SCHOOL INC | ||||||||
| 22 SPACKENKILL ROAD | POUGHKEEPSIE | NY | 126035335 | NONE | NONE | CHARITY | $500 | |
| PALM BEACH ISLAND CATS INC | ||||||||
| 1480 VIA MANANA | PALM BEACH | FL | 33480 | NONE | NONE | CHARITY | $400 | |
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | NONE | CHARITY | $1,000 | |
| SELFHELP | ||||||||
| 520 EIGHTH AVE | NEW YORK | NY | 10018 | NONE | NONE | CHARITY | $54,650 | |
| SOUTH CAROLINA AQUARIUM | ||||||||
| 10 WHARFSIDE STREET | CHARLESTON | SC | 29401 | NONE | NONE | CHARITY | $500 | |
| SPRUCE PEAK ARTS CENTER FOUNDATION INC | ||||||||
| 122 HOURGLASS DR | STOWE | VT | 056725299 | NONE | NONE | CHARITY | $5,000 | |
| STAMFORD PUBLIC SCHOOLS | ||||||||
| 888 WASHINGTON BOULEVARD 5TH FLOOR | STAMFORD | CT | 06901 | NONE | NONE | CHARITY | $10,000 | |
| STEM CELLS SAVE LIVES | ||||||||
| 487 E MAIN ST | MOUNT KISCO | NY | 10549 | NONE | NONE | CHARITY | $2,500 | |
| TEMPLE ISRAEL OF N WESTCHESTER | ||||||||
| 31 GLENGARY ROAD | CROTON ON HUDSON | NY | 10520 | NONE | NONE | CHARITY | $7,000 | |
| THE JACKSON CHANCE FOUNDATION | ||||||||
| 230 N MICHIGAN AVE 37TH FLR | CHICAGO | IL | 60601 | NONE | NONE | CHARITY | $750 | |
| THE SUMMER CAMP | ||||||||
| 8 CHURCH ST | BRIDGTON | ME | 04009 | NONE | NONE | CHARITY | $500 | |
| UJA NEW YORK | ||||||||
| 701 WESTCHESTER AVE STE 203E | WHITE PLAINS | NY | 10604 | NONE | NONE | CHARITY | $1,500 | |
| UNITED WAY | ||||||||
| 701 N FAIRFAX STREET | ALEXANDRIA | VA | 22314 | NONE | NONE | CHARITY | $15,500 | |
| URBAN JUSTICE CENTER | ||||||||
| 40 RECTOR STREET - 9TH FLOOR | NEW YORK | NY | 100061732 | NONE | NONE | CHARITY | $2,000 | |
| USC SHOAH FOUNDATION | ||||||||
| PO BOX 80354 | LOS ANGELES | CA | 900999314 | NONE | NONE | CHARITY | $500 | |
| VITA NOVA INC | ||||||||
| 2724 N AUSTRALIAN AVE | WEST PALM BEACH | FL | 334074501 | NONE | NONE | CHARITY | $10,000 | |
| WEIZMANN INSTITUTE | ||||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | NONE | NONE | CHARITY | $1,000 | |
| WELLESLEY ATHLETICS | ||||||||
| KEOHANE SPORTS CENTER WELLESLEY | WELLESLEY | MA | 02481 | NONE | NONE | CHARITY | $5,000 | COLLEGE |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | NONE | NONE | CHARITY | $500 | |
| WOMEN FOR WOMEN INTERNATIONAL | ||||||||
| 2000 M ST NW SUITE 200 | WASHINGTON | DC | 20036 | NONE | NONE | CHARITY | $500 | |
| WOMEN'S SPORTS FOUNDATION | ||||||||
| 247 W 30TH ST 5TH FL | NEW YORK | NY | 10001 | NONE | NONE | CHARITY | $10,000 | |
| WORTHY CAUSES INC | ||||||||
| 122 KIRKLAND DR | STOW | MA | 017751080 | NONE | NONE | CHARITY | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $258,250 | 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 | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117,387 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $156,298 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $273,687 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $273,687 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,800 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | TAX YEAR ENDING 12/31/2021PURSUANT TO CODE 4942(H)(2) AND REG 53.4942(A)-3(D)(2), THE FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS OF $12,996 AS APPLIED TO PRIOR YEARS. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD SHORT TERM CORPORATE BD ETF | $721,673 | $730,121 |
| PIMCO INCOME FUND | $978,511 | $971,713 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES S&P 500 VALUE ETF | $563,380 | $1,047,385 |
| ISHARES S&P 500 GROWTH ETF | $308,551 | $1,069,805 |
| ISHARES TRUST S&P MIDCAP 400 VALUE ETF | $192,284 | $373,434 |
| ISHARES CORE MSCI EAFE ETF | $955,106 | $1,191,329 |
| VANGUARD REIT ETF | $172,765 | $341,881 |
| VANGUARD TOTAL WORLD STK INDEX | $200,425 | $368,377 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $13 | $0 | $0 |
| LOAN INTEREST | $5 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $63,083 | Amt |
| Net Investment Income | $63,083 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS DEPT OF LAW | $250 | $0 | $0 |
| EXCISE TAX | $1,740 | $0 | $0 |
Comments