NETTER FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NETTER FOUNDATION INC (EIN 13-6176542)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202541359349100619
- 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
- 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 | 2025-05-15T07:14:02-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 29 WOODS LANE | AddressLine1Txt |
| City | BOYNTON BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33436 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALFRED NETTER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 9142712802 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TANYA LEE BEHNKE | PreparerPersonNm |
| PTIN | P01363544 | PTIN |
| Phone | 5165360300 | PhoneNum |
| Preparation | 2025-05-14 | 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 | $5,793,719 | 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 | $51 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $51 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $176,866 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $176,866 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $181,487 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $317,251 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $181,487 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $358,404 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $358,404 | 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 | $50,188 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,188 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $7 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $7 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,327 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,327 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,577 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,722 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $255,510 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $255,510 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $315,087 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,722 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $258,310 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $43,317 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $301,682 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $35,630 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $85,343 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $85,343 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,160,938 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,089,257 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,016,551 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,757,160 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,822,445 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,691,825 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,953,728 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,997,045 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,793,719 | 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 | $53,272 | RetainedEarningBOYAmt |
| Retained Earning EOY | $96,589 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,953,728 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,997,045 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,953,728 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,997,045 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,953,728 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $43,317 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,997,045 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,997,045 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 31.000 SHS ISHARES TR S&P 500 GRWT ETF | P | 2013-11-27 | 2024-08-20 | $2,914 | $748 | $2,166 | $2,166 |
| 608.000 SHS ISHARES TR S&P 500 GRWT ETF | P | 2013-11-27 | 2024-11-11 | $61,280 | $14,672 | $46,608 | $46,608 |
| 121.000 SHS ISHARES TR S&P 500 GRWT ETF | P | 2013-11-27 | 2024-12-02 | $12,297 | $2,920 | $9,377 | $9,377 |
| 82.000 SHS ISHARES TR S&P 500 VAL ETF | P | 2013-11-27 | 2024-08-20 | $15,685 | $6,909 | $8,776 | $8,776 |
| 219.000 SHS ISHARES TR S&P 500 VAL ETF | P | 2013-11-27 | 2024-11-11 | $44,491 | $18,451 | $26,040 | $26,040 |
| 51.000 SHS ISHARES TR S&P 500 VAL ETF | P | 2013-11-27 | 2024-12-02 | $10,429 | $4,297 | $6,132 | $6,132 |
| 76.000 SHS ISHARES TR S&P MC 400VL ETF | P | 2013-11-27 | 2024-08-20 | $9,125 | $4,331 | $4,794 | $4,794 |
| 214.000 SHS ISHARES TR S&P MC 400VL ETF | P | 2013-11-27 | 2024-11-11 | $28,444 | $12,196 | $16,248 | $16,248 |
| 27.000 SHS ISHARES TR S&P MC 400VL ETF | P | 2013-11-27 | 2024-12-02 | $3,616 | $1,539 | $2,077 | $2,077 |
| 206.000 SHS ISHARES TR CORE MSCI EAFE | P | 2013-11-27 | 2024-08-20 | $15,579 | $12,327 | $3,252 | $3,252 |
| 1187.310 SHS PIMCO INCOME FD CL I2 | P | 2013-11-04 | 2024-12-02 | $12,669 | $14,307 | -$1,638 | -$1,638 |
| 35.000 SHS VANGUARD TOTAL WORLD STOCK ETF | P | 2013-11-27 | 2024-08-20 | $4,072 | $2,046 | $2,026 | $2,026 |
| 95.000 SHS VANGUARD TOTAL WORLD STOCK ETF | P | 2013-11-27 | 2024-11-11 | $11,552 | $5,553 | $5,999 | $5,999 |
| 19.000 SHS VANGUARD TOTAL WORLD STOCK ETF | P | 2013-11-27 | 2024-12-02 | $2,317 | $1,111 | $1,206 | $1,206 |
| 49.000 SHS VANGUARD SHORT-TERM CORPORATE BOND ETF | P | 2013-11-27 | 2024-12-02 | $3,839 | $3,936 | -$97 | -$97 |
| 176.000 SHS VANGUARD REAL ESTATE ETF | P | 2013-11-27 | 2024-08-20 | $16,190 | $9,750 | $6,440 | $6,440 |
| 69.000 SHS VANGUARD REAL ESTATE ETF | P | 2013-11-27 | 2024-11-11 | $6,611 | $3,809 | $2,802 | $2,802 |
| 41.000 SHS VANGUARD REAL ESTATE ETF | P | 2013-11-27 | 2024-12-02 | $3,979 | $2,263 | $1,716 | $1,716 |
| 375.000 SHS ISHARES TR S&P 500 GRWT ETF | P | 2013-11-27 | 2024-05-07 | $31,723 | $9,049 | $22,674 | $22,674 |
| 230.000 SHS ISHARES TR S&P 500 GRWT ETF | P | 2013-11-27 | 2024-06-06 | $20,439 | $5,550 | $14,889 | $14,889 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $181,487 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,193 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,193 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,193 | 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 | $1,393 | 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 | 2022 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | 0 | UndistrIncmSect4942a2NotAppInd |
| Undistr Incm Sect4942a2 App Yr1 | 2022 | 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 | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALFRED E NETTER | ||||||||||||
| 29 WOODS LANE | BOYNTON BEACH | FL | 33436 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 | ||||
| RONALD A NETTER | ||||||||||||
| VICE PRESIDENT | 0.00 | $0 | $0 | $0 | LANDSTRASSE 185 | KLOSTERS ,CH | SZ | 7250 | ||||
| NADINE NETTER LEVY | ||||||||||||
| 100 WORTH AVE APT 118 | PALM BEACH | FL | 33480 | VICE PRESIDENT/SECRETARY | 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 | $5,691,714 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,256 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,729,970 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,729,970 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,950 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,644,020 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $282,201 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $282,201 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,193 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,193 | TotalTaxAmt |
| Distributable Before Adj | $278,008 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $278,008 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $278,008 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $258,310 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $258,310 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $278,008 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $254,249 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Total For Prior Years | $1,410 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $258,310 | QualifyingDistributionsAmt |
| Applied To Year1 | $254,249 | AppliedToYear1Amt |
| Applied To Prior Years | $1,410 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,651 | 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 | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $275,357 | 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 (62 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 | $1,500 | |
| 1925 FOUNDATION INC | ||||||||
| 900 RUSHMORE AVE | MAMARONECK | NY | 105434527 | NONE | NONE | CHARITY | $1,000 | |
| ACCESS SUPPORTS FOR LIVING FOUNDATION INC | ||||||||
| 15 FORTUNE ROAD WEST | MIDDLETOWN | NY | 10941 | NONE | NONE | CHARITY | $5,000 | |
| AM SHALOM | ||||||||
| 840 VERNON AVE | GLENCOE | IL | 600221560 | NONE | NONE | CHARITY | $180 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||
| 20 W 36TH STREET SUITE 1100 | NEW YORK | NY | 10018 | NONE | NONE | CHARITY | $2,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||
| 220 E 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | NONE | NONE | CHARITY | $1,000 | |
| ASSOCIATION FOR FRONTOTEMPORAL DEGENARATION | ||||||||
| 2700 HORIZON DR STE 120 | KING OF PRUSSIA | PA | 19406 | NONE | NONE | CHARITY | $500 | |
| AVALOCH FARM MUSIC RETREAT INC | ||||||||
| 16 HARDY LANE | BOSCAWEN | NH | 033032901 | NONE | NONE | CHARITY | $3,000 | |
| BABY QUEST FOUNDATION INC | ||||||||
| 149 S BARRINGTON AVE 112 | LOS ANGELES | CA | 90049 | NONE | NONE | CHARITY | $350 | |
| CARNEGIE HALL | ||||||||
| 881 7TH AVE | NEW YORK | NY | 10019 | NONE | NONE | CHARITY | $2,000 | |
| CHABAD OF BEDFORD INC | ||||||||
| 220 S BEDFORD ROAD | MOUNT KISCO | NY | 105494955 | NONE | NONE | CHARITY | $3,250 | |
| CHICAGO BOTANIC GARDEN | ||||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 600221168 | NONE | NONE | CHARITY | $300 | |
| CHILDRENS CENTER OF HAMDEN | ||||||||
| 1400 WHITNEY AVE | HAMDEN | CT | 06517 | NONE | NONE | CHARITY | $2,000 | |
| COMMUNITY CENTER OF NORTHERN WESTCHESTER INC | ||||||||
| 84 BEDFORD RD | KATONAH | NY | 105362102 | NONE | NONE | CHARITY | $250 | |
| CROHN'S & COLITIS FOUNDATION | ||||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | NONE | CHARITY | $5,000 | |
| CROSSPOINTE ELEMENTARY SCHOOL | ||||||||
| 3015 S CONGRESS AVE | BOYNTON BEACH | FL | 33426 | NONE | NONE | CHARITY | $3,000 | |
| DENAN PROJECT | ||||||||
| PO BOX 543 | WOODBURY | CT | 06798 | NONE | NONE | CHARITY | $1,000 | |
| DOROT PROJECT | ||||||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | NONE | NONE | CHARITY | $500 | |
| EAST COOPER MONTESSORI CHARTER SCHOOL | ||||||||
| 1120 RIFLE RANGE ROAD | MT PLEASANT | SC | 294644229 | NONE | NONE | CHARITY | $300 | |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | ||||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | NONE | NONE | CHARITY | $2,000 | |
| FCFC | ||||||||
| 227 EAST GRAND AVE | NEW HAVEN | CT | 06513 | NONE | NONE | CHARITY | $15,000 | |
| 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 | $6,000 | |
| FISTULA FOUNDATION | ||||||||
| 1700 THE ALAMEDA STE 300 | SAN JOSE | CA | 95126 | NONE | NONE | CHARITY | $500 | |
| FORTUNE SOCIETY INC | ||||||||
| 29-76 NORTHERN BLVD | LONG ISLAND CITY | NY | 11101 | NONE | NONE | CHARITY | $500 | |
| FRIENDS CENTER FOR CHILDREN INC | ||||||||
| 225 E GRAND AVENUE | NEW HAVEN | CT | 065134102 | NONE | NONE | CHARITY | $5,500 | |
| FRIENDS COMMITTEE ON NATIONAL LEGISLATION | ||||||||
| 245 2ND STREET NE | WASHINGTON | DC | 20002 | NONE | NONE | CHARITY | $10,000 | |
| FRIENDS OF THE GLENCOE PUBLIC LIBRARY | ||||||||
| 320 PARK AVE | GLENCOE | IL | 600221526 | NONE | NONE | CHARITY | $200 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES (IDF) | ||||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | NONE | NONE | CHARITY | $3,000 | |
| GLENCOE PTO | ||||||||
| PO BOX 243 | GLENCOR | IL | 600220243 | NONE | NONE | CHARITY | $350 | |
| GRATITUDE GENERATION INC | ||||||||
| 815 ROSEMARY TER | DEERFIELD | IL | 600153201 | NONE | NONE | CHARITY | $175 | |
| HAROLD GRINSPOON FOUNDATION | ||||||||
| 67 HUNT ST | ADAWAM | MA | 010011920 | NONE | NONE | CHARITY | $500 | |
| ICE THEATRE | ||||||||
| 62 CHELSEA PIER STE 308 | NEW YORK | NY | 10011 | NONE | NONE | CHARITY | $500 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 E 42ND ST FL 12 | NEW YORK | NY | 10168 | NONE | NONE | CHARITY | $2,000 | |
| KOHL CHILDREN'S MUSEUM OF GREATER CHICAGO | ||||||||
| 2100 PATRIOT BLVD | GLENVIEW | IL | 60026 | NONE | NONE | CHARITY | $225 | |
| LAKE WACCABUC ASSOCIATION | ||||||||
| PO BOX 241 | SOUTH SALEM | NY | 10590 | NONE | NONE | CHARITY | $1,500 | |
| NATIONAL WOMEN'S TENNIS ASSOCIATION | ||||||||
| 7200 SOUTH KARRINGTON DR | FRANKLIN | WI | 53132 | NONE | NONE | CHARITY | $5,000 | |
| NEW HAVEN FRIENDS MEETING | ||||||||
| 223 E GRAND AVE | NEW HAVEN | CT | 06513 | NONE | NONE | CHARITY | $5,000 | |
| NEW HAVEN READS | ||||||||
| 45 BRISTOL STREET | NEW HAVEN | CT | 06511 | NONE | NONE | CHARITY | $3,000 | |
| NEW HYTES INC | ||||||||
| 61 GOULD LN | BRANFORD | CT | 064056124 | NONE | NONE | CHARITY | $6,000 | |
| NEW YORK PUBLIC RADIO | ||||||||
| 160 VARICK ST 8TH FL | NEW YORK | NY | 10013 | NONE | NONE | CHARITY | $1,000 | |
| NORTH CAROLINA COMMUNITY FOUNDATION DISASTER RELIEF FUND | ||||||||
| 3737 GLENWOOD AVE STE 460 | RALEIGH | NC | 27612 | NONE | NONE | CHARITY | $350 | |
| NORTH SHORE CONGREGATION ISRAEL | ||||||||
| 1185 SHERIDAN RD | GLENCOE | IL | 600221207 | NONE | NONE | CHARITY | $180 | |
| NY PHILHARMONIC | ||||||||
| 10 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | NONE | NONE | CHARITY | $3,000 | |
| 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 | $250 | |
| PAN-MASSACHUSETTS CHALLENGE INC | ||||||||
| 77 4TH AVE | NEEDHAM | MA | 024942704 | NONE | NONE | CHARITY | $500 | |
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | NONE | CHARITY | $3,000 | |
| RAVINIA FESTIVAL | ||||||||
| 418 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | NONE | NONE | CHARITY | $400 | |
| RIPPOWAM-CISQUA SCHOOL | ||||||||
| 325 W PATENT RD | MOUNT KISCO | NY | 10549 | NONE | NONE | CHARITY | $25,000 | |
| SECOND HARVEST OF SILICON VALLEY | ||||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | NONE | NONE | CHARITY | $2,000 | |
| SELFHELP COMMUNITY SERVICES | ||||||||
| 520 EIGHTH AVE | NEW YORK | NY | 10018 | NONE | NONE | CHARITY | $55,750 | |
| SOUTH CAROLINA AQUARIUM | ||||||||
| 10 WHARFSIDE STREET | CHARLESTON | SC | 29401 | NONE | NONE | CHARITY | $500 | |
| STAMFORD HIGH SCHOOL BOYS LACROSSE BOOSTER CLUB | ||||||||
| 126 CLEARVIEW AVE | STAMFORD | CT | 069072408 | NONE | NONE | CHARITY | $15,000 | |
| THE ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | NONE | CHARITY | $3,000 | |
| UJA NEW YORK | ||||||||
| 701 WESTCHESTER AVE STE 203E | WHITE PLAINS | NY | 10604 | NONE | NONE | CHARITY | $3,000 | |
| UNITED JEWISH COUNCIL OF THE EAST | ||||||||
| 500 A GRAND STREET | NEW YORK | NY | 10002 | NONE | NONE | CHARITY | $1,000 | |
| UNITED WAY | ||||||||
| 701 N FAIRFAX STREET | ALEXANDRIA | VA | 22314 | NONE | NONE | CHARITY | $25,000 | |
| VITA NOVA INC | ||||||||
| 2724 N AUSTRALIAN AVE | WEST PALM BEACH | FL | 334074501 | NONE | NONE | CHARITY | $5,000 | |
| 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 | $1,500 | |
| WOMEN'S SPORTS FOUNDATION | ||||||||
| 247 W 30TH ST 5TH FL | NEW YORK | NY | 10001 | NONE | NONE | CHARITY | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $255,510 | 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 | $51 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $176,866 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $181,487 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $358,404 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $358,404 | 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 12/31/2024PURSUANT TO CODE 4942(H)(2) AND REG 53.4942(A)-3(D)(2), THE FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS OF $1,410 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 | $737,102 | $716,366 |
| PIMCO INCOME FUND | $1,085,343 | $975,459 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES S&P 500 VALUE ETF | $408,865 | $926,341 |
| ISHARES S&P 500 GROWTH ETF | $252,685 | $1,063,121 |
| ISHARES TRUST S&P MIDCAP 400 VALUE ETF | $135,465 | $297,030 |
| ISHARES CORE MSCI EAFE ETF | $952,368 | $1,107,683 |
| VANGUARD REIT ETF | $148,158 | $237,042 |
| VANGUARD TOTAL WORLD STK INDEX | $191,716 | $385,334 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $55 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $50,188 | Amt |
| Net Investment Income | $50,188 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS DEPT OF LAW | $250 | $250 | $0 |
| EXCISE TAX | $2,970 | $2,970 | $0 |
| FOREIGN TAXES | $2,107 | $2,107 | $0 |
Comments