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HOFFMAN BROTHERS FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
HOFFMAN BROTHERS FOUNDATION INC (EIN 45-1071016)
Tax period
2021-01-01 to 2021-12-22
Filed
2022-05-13
IRS object ID
202221339349100802
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)
Return2022-05-13T06:48:09-05:00ReturnTs
Tax Period End2021-12-22TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN823594374PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROHE TAX SERVICES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112808 GRAND ELM STRAddressLine1Txt
CityCLARKSBURGCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20871ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN451071016EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HOFFMAN BROTHERS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHOFFBusinessNameControlTxt
Phone6462642615PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1980 BROADWAY SUITE 246AddressLine1Txt
CityTHORNWOODCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10594ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL HOFFMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6462642615PhoneNum
Signature2022-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastHOFFMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonREBECCA ROHEPreparerPersonNm
PTINP00294876PTIN
Phone3018822836PhoneNum
Preparation2022-05-09PreparationDt
Self EmployedYes (X)SelfEmployedInd

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)
PF Status Term Sect507b1 AYes (X)PFStatusTermSect507b1AInd
Final ReturnYes (X)FinalReturnInd
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$9InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,018DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,018DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$206,341NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$845,215GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$206,341CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$213,368TotalRevAndExpnssAmt
Total Net Invst Incm$213,368TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$12,660LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$12,660LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$7,300AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,240TaxesRevAndExpnssAmt
Taxes Net Invst Incm$77TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$20,124TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$12,092OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,428OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$53,416TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,505TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$19,960TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$625,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$625,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$678,916TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,505TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$645,460TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$465,548ExcessRevenueOverExpensesAmt
Net Investment Income$209,863NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$13,716CashBOYAmt
Acct Rcvbl BOY$1,409AcctRcvblBOYAmt
Other Investments BOY$541,107OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$556,232TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$556,232RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$556,232TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$556,232TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$556,232TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$465,548ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$90,684SubtotalAmt
Other Decreases$90,684OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$127,455$123,950$3,505$3,505
PUBLICLY TRADED SECURITIES$717,735$514,924$202,811$202,811
CAPITAL GAINS DIVIDENDS$25$25$25P
FieldValueIRS element (for citing)
Capital Gain Net Income$206,341CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,917InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,917SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,917TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,100EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,100TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$1,817TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (1)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMICHAEL P HOFFMANIndividualWithBooksNm
Phone6462642615PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1980 BROADWAY SUITE 246AddressLine1Txt
CityTHORNWOODCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10594ZIPCd
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 ActsYes (1)UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL P HOFFMAN
980 BROADWAY SUITE 246THORNWOODNY10594PRES, VP, TREAS, SEC, DIR1.00$0$0$0
JAMES E HOFFMAN JR
980 BROADWAY SUITE 246THORNWOODNY10594DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$651,054AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$59,863AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$710,917TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$710,917AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,664CashDeemedCharitableAmt
Net Vl Noncharitable Assets$700,253NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,149MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,149MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,917TaxBasedOnInvestmentIncomeAmt
Total Tax$2,917TotalTaxAmt
Distributable Before Adj$31,232DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$31,232DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$31,232DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$645,460ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$645,460QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31,232DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$206,512ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$173,353ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$84,125ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$130,693ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$242,249ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$836,932TotalExcessDistributionCyovAmt
Qualifying Distributions$645,460QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$31,232AppliedToCurrentYearAmt
Remaining Distri From Corpus$614,228RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,451,160TotalCorpusAmt
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$206,512ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,244,648ExcessDistriCyovToNextYrAmt
Excess From Year4$173,353ExcessFromYear4Amt
Excess From Year3$84,125ExcessFromYear3Amt
Excess From Year2$130,693ExcessFromYear2Amt
Excess From Year1$242,249ExcessFromYear1Amt
Excess From Current Year$614,228ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAMES E HOFFMAN JRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LASALLE INTERNATIONAL FOUNDATION
415 MICHIGAN AVE NEWASHINGTONDC20017NONE - PUBLIC CHARITYPCSUPPORTS GLOBAL EDUCATION, HEALTH AND HUMAN SERVICES$25,000
GLOBAL POVERTY PROJECT
594 BROADWAYNEW YORKNY10012NONE - PUBLIC CHARITYPCSUPPORTS ENDING POVERTY$100,000
PILGRIMAGE FOR OUR CHILDREN'S FUTURE
2621 PALISADE AVEBRONXNY10463NONE - PUBLIC CHARITYPCPROVIDE SUPPORT FOR CHILDREN$1,000
ATHLETES AND CAUSES
12551 W FRANKLIN RDTHONOTOSASSAFL33592NONE - PUBLIC CHARITYPCHELP CURE HUNTINGTON'S DISEASE$10,000
GHANA-AMERICAN COMMUNITY DEV INITIATIVE
96 S BROADWAYSOUTH NYACKNY10960NONE - PUBLIC CHARITYPCSUPPORT IMMIGRATION PROGRAMS$10,000
GLOBAL SOLIDARITY FUND
1199 N FAIRFAX ST SUITE 300ALEXANDRIAVA22314NONE - PUBLIC CHARITYPCFOSTER COLLABORATION TO AID IN HUMAN DEVELOPMENT$130,000
BREWSTER ACADEMY
80 ACADEMY DRWOLFEBORONH03894NONE - PUBLIC CHARITYPCSUPPORTS EDUCATION PROGRAMS$2,500
NY ACADEMY OF MEDICINE
1216 FIFTH AVENEW YORKNY10029NONE - PUBLIC CHARITYPCSUPPORT MEDICAL RESEARCH$2,500
FOOD EDUCATION FUND
525 W 50TH STNEW YORKNY10019NONE - PUBLIC CHARITYPCFOOD SECURITY IN NYC SCHOOL CHILDREN$5,000
CASA TREATMENT CENTER
160 N EL MOLINO AVEPASADENACA91101NONE - PUBLIC CHARITYPCSUPPORT REHABILITATION CENTERS$2,500
TREY WHITFIELD SCHOOL
17 HINSDALE STBROOKLYNNY11207NONE - PUBLIC CHARITYPCSUPPORTS EDUCATION PROGRAMS$2,500
THE RESOLUTION PROJECT
420 LEXINGTON AVENEW YORKNY10170NONE - PUBLIC CHARITYPCMENTORS AND SUPPORTS YOUTH IN COMMUNITY ACTIVITIES$5,000
RACE TRACK CHAPLAINCY OF AMERICA
2150 HEMPSTEAD TURNPIKEELMONTNY11003NONE - PUBLIC CHARITYPCSUPPORTS INJURED JOCKEYS AND FAMILIES$2,500
PRINCE ALBERT II OF MONACO FOUNDATION
3901 HENRY AVENEUPHILADELPHIAPA19102NONE - PUBLIC CHARITYPCNATURE PRESERVATION AND CONSERVATION$2,500
LIFE STORY CLUB
345 2ND STREETBROOKLYNNY11215NONE - PUBLIC CHARITYPCCOMBAT MENTAL HEALTH ISSUES IN ELDERLY$3,500
MONMOUTH UNIVERSITY
400 CEDAR AVEW LONG BRANCHNJ07764NONE - PUBLIC CHARITYPCBASKETBALL PROGRAM$15,000
SYNERGOS
3 EAST 54TH STRNEW YORKNY10022NONE - PUBLIC CHARITYPCBRING PEOPLE TOGETHER TO SOLVE COMPLEX PROBLEMS$10,000
URSULINE SCHOOL
1354 NORTH AVENUENEW ROCHELLENY10804NONE - PUBLIC CHARITYPCCAPITAL CAMPAIGN; GENERAL HIGH SCHOOL PROGRAMS GRANT$19,500
COLLEGE OF MT ST VINCENT
6301 RIVERDALE AVENUERIVERDALENY10471NONE - PUBLIC CHARITYPCCONTINUE UPGRADE OF FACILITIES$40,000
GLOBAL IMPACT
1199 N FAIRFAX ST SUITE 300ALEXANDRIAVA22314NONE - PUBLIC CHARITYPCEDUCATION AND GLOBAL HEALTH PROGRAM SUPPORT$20,000
CABRINI MISSION FOUNDATION
222 E 19TH STREET 5BNEW YORKNY10003NONE - PUBLIC CHARITYPCEDUCATION IN LATIN AMERICA$1,000
UGA FOUNDATION
PO BOX 1412ATHENSGA30603NONE - PUBLIC CHARITYPCENRICHING QUALITY OF EDUCATION$40,000
SCALABRINI INTERNATIONAL MIGRATION NETWORK
307 E 60TH STNEW YORKNY10022NONE - PUBLIC CHARITYPCHUMAN TRAFFICKING FUND$32,000
MARTIN LUTHER SCHOOL
60-02 MASPETH AVENUEMASPETHNY11378NONE - PUBLIC CHARITYPCPROMOTE RELIGIOUS EDUCATION$1,000
PROSTATE ACTION INC
229 E 79TH STREET 1ANEW YORKNY10075NONE - PUBLIC CHARITYPCPROSTATE RESEARCH & EDUCATION$2,000
THE NEW SCHOOL
79 FIFTH AVENEW YORKNY10003NONE - PUBLIC CHARITYPCSUPPORT EDUCATIONAL PROGRAMS$25,000
TAKE HEART
PO BOX 211305AUGUSTAGA30917NONE - PUBLIC CHARITYPCSUPPORT HEART AND VASCULAR DIAGNOSIS AND TREATMENT$2,000
SEEDS OF AFRICA
55 BROADS STNEW YORKNY10004NONE - PUBLIC CHARITYPCSUPPORT OF EDUCATION PROGRAM$1,000
SUFFERN HIGH SCHOOLATHLETIC
49 VIOLA RDSUFFERNNY10901NONE - PUBLIC CHARITYPCSUPPORT SCHOOL ATHLETIC ACTIVITIES$107,000
THE END FUND
2 PARK AVENUENEW YORKNY10016NONE - PUBLIC CHARITYPCTO ELIMINATE NEGLECTED DISEASES AMONG VULNERABLE PEOPLE$1,500
ACTT NATURALLY
PO BOX 225GREENWICHNY12834NONE - PUBLIC CHARITYPCTRANSITIONING THOROUGHBREDS FROM RACING CAREERS TO NEW PRODUCTIVE LIVES$3,000
POUND RIDGE FIRE DEPARTMENT INC
PO BOX 129POUND RIDGENY10576NONE - PUBLIC CHARITYPCVOLUNTEER FIRE DEPARTMENT FOR FIRE PREVENTION, PROTECTION,CONTROL$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$625,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,018ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$206,341ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$213,368ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$213,368TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,300Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,300DisbursementsCharitablePrpsAmt

Dissolution Stmt DissolutionStmt

Dissolution Information DissolutionInformationGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GLOBAL IMPACTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11199 N FAIRFAX STREET SUITE 300AddressLine1Txt
CityALEXANDRIACityNm
State AbbreviationVAStateAbbreviationCd
ZIP22314ZIPCd
FieldValueIRS element (for citing)
Short ExplanationCASHShortExplanationTxt
Dissolution$88,470DissolutionAmt

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationTHE FOUNDATION TERMINATED OPERATIONS ON 12/22/21. POST TERMINATION TRANSACTIONS INCLUDE BROKERAGE FEE OF $579 AND REFUND OF DUPLICATE EXPENSE PAID OF $4,391. THE FINAL GRANT WILL BE PAID TO GLOBAL IMPACT ONCE ALL TAXES ARE REMITTED IN MAY 2022.ExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$12,660LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$12,660DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
TIMING DIFFERENCES$4,217
POST TERMINATION TRANSACTIONS IN 2022$86,467

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$3,428$3,428$0
FADICA DUES$7,900$0$0
POSTAGE$764$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
JPM 48005 FOREIGN TAX$77$77$0
2021 ES TAX PMT$1,100$0$0
2020 BAL DUE$63$0$0

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