THE CHAZEN FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE CHAZEN FOUNDATION (EIN 13-3229474)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202213189349102106
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)
Return2022-11-14T09:48:51-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 AVENUE OF THE AMERICASAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133229474EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHAZEN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHAZBusinessNameControlTxt
Phone2128887800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO COHNREZNICK 1301 6TH AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSIMONA CHAZENPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2128887800PhoneNum
Signature2022-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSIMONAPersonFirstNm
Person LastCHAZENPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVE KREINIKPreparerPersonNm
PTINP00839914PTIN
Phone2122970400PhoneNum
Preparation2022-11-08PreparationDt

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$12,898,703FMVAssetsEOYAmt
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$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$196,869DividendsRevAndExpnssAmt
Dividends Net Invst Incm$196,869DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$143,832NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,825,820GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$143,832CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$8,696OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$8,696OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$349,400TotalRevAndExpnssAmt
Total Net Invst Incm$349,400TotalNetInvstIncmAmt
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$4,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$4,000LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$12,350AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,117AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$8,233AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$20,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,500OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$12,500OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,020TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,020TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$65,490OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$65,490OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$80,680OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$76,017OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$4,663OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$183,540TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$88,654TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$94,886TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$21,190ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$21,190ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$204,730TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$88,654TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$116,076TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$144,670ExcessRevenueOverExpensesAmt
Net Investment Income$260,746NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$460,588SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$432,658SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$432,658SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$7,063,468CorporateStockBOYAmt
Corporate Stock EOY$7,529,769CorporateStockEOYAmt
Corporate Stock EOYFMV$12,450,313CorporateStockEOYFMVAmt
Corporate Bonds BOY$265,000CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Other Investments BOY$30,990OtherInvestmentsBOYAmt
Other Investments EOY$15,732OtherInvestmentsEOYAmt
Other Investments EOYFMV$15,732OtherInvestmentsEOYFMVAmt
Other Assets BOY$10,804OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$7,830,850TotalAssetsBOYAmt
Total Assets EOY$7,978,159TotalAssetsEOYAmt
Total Assets EOYFMV$12,898,703TotalAssetsEOYFMVAmt
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$7,830,850RetainedEarningBOYAmt
Retained Earning EOY$7,978,159RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,830,850TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,978,159TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,830,850TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,978,159TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,830,850TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$144,670ExcessRevenueOverExpensesAmt
Other Increases$2,639OtherIncreasesAmt
Subtotal$7,978,159SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,978,159TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SUNTRUST# 9456P2021-01-012021-12-31$357,125$293,228$63,897$63,897
SUNTRUST# 9456P2021-01-012021-12-31$1,375,914$1,374,446$1,468$1,468
FROM PASSTHROUGHP2021-01-012021-12-31-$14,314-$14,314
CAPITAL GAINS DIVIDENDSP$92,781$92,781$92,781
FieldValueIRS element (for citing)
Capital Gain Net Income$143,832CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,624InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,624SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,624TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,570EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$9,070TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$5,446OverpaymentAmt
Applied To ES Tax$5,446AppliedToESTaxAmt
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 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 AddressCHAZEN.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2128887800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11301 6TH AVEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
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 Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
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

FieldValueIRS element (for citing)
PersonSIMONA CHAZENPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1230 PARK AVE SUITE 1825AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10169ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.25AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,669,854AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$396,669AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$11,681FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,078,204TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,078,204AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$181,173CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,897,031NetVlNoncharitableAssetsAmt
Minimum Investment Return$594,852MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$594,852MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,624TaxBasedOnInvestmentIncomeAmt
Total Tax$3,624TotalTaxAmt
Distributable Before Adj$591,228DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$591,228DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$591,228DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$116,076ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$116,076QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$591,228DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$79,036ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov$79,036TotalExcessDistributionCyovAmt
Qualifying Distributions$116,076QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$116,076AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$79,036ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$79,036ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$396,116UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CIVIL LIBERTIES UNION (ACLU)
125 BROAD STNEW YORKNY10004NONEPUBLIC CHARITYGENERAL SUPPORT$250
AMERICAN JEWISH JOINT DIST COMMITTEE
PO BOX 4124NEW YORKNY10163NONEPUBLIC CHARITYGENERAL SUPPORT$250
ART ALLIANCE FROM CONTEMPORARY GLASS
11700 PRESTON RD STE 660DALLASTX75230NONEPUBLIC CHARITYGENERAL SUPPORT$600
ASPCA
424 E 92ND STNEW YORKNY10128NONEPUBLIC CHARITYGENERAL SUPPORT$100
BARUCH COLLEGE FUND
ONE BERNARD BARUCH WAY BOX A-1603NEW YORKNY10010NONEPUBLIC CHARITYGENERAL SUPPORT$275
BROOKLYN MUSEUM
200 EASTERN PKWYBROOKLYNNY11238NONEPUBLIC CHARITYGENERAL SUPPORT$125
CITYMEALS ON WHEELS
355 LEXINGTON AVENUENEW YORKNY10017NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
COOPER HEWITT SMITHSONIAN DESIGN MUSEUM
2 E 91ST STNEW YORKNY10128NONEPUBLIC CHARITYGENERAL SUPPORT$100
EASTER SEALS
25 KENNEDY BLVD SUITE 600EAST BURNSWICKNJ08816NONEPUBLIC CHARITYGENERAL SUPPORT$100
FINCA
1201 15TH STREET NW 8TH FLOORWASHINGTONDC20005NONEPUBLIC CHARITYGENERAL SUPPORT$500
FRESH AIR FUND
633 THIRD AVENUE 14TH FLNEW YORKNY10017NONEPUBLIC CHARITYGENERAL SUPPORT$500
GUIDING EYES FOR THE BLIND
611 GRANITE SPRINGS RDYORKTOWN HEIGHTSNY10598NONEPUBLIC CHARITYGENERAL SUPPORT$100
HABITAT FOR HUMANITY
322 WEST LAMAR STREETAMERICUSGA31709NONEPUBLIC CHARITYGENERAL SUPPORT$100
JEWISH WAR VETERANS
1811 R STREET NWWASHINGTONDC20009NONEPUBLIC CHARITYGENERAL SUPPORT$200
KEREN OR INC
350 7TH AVE 1004NEW YORKNY10001NONEPUBLIC CHARITYGENERAL SUPPORT$250
KIDS WISH NETWORK
301 BEAR RIDGE CIRCLEPALM HARBORFL34683NONEPUBLIC CHARITYGENERAL SUPPORT$100
MACULAR DEGENERATION RESEARCH
22512 GATEWAY CENTER DRIVECLARKSBURGMD20871NONEPUBLIC CHARITYGENERAL SUPPORT$100
MARINE TOYS FOR TOTS FOUNDATION
18251 QUANTICO GATEWAY DRIVETRIANGLEVA22172NONEPUBLIC CHARITYGENERAL SUPPORT$100
MUSEUM OF MODERN ART
11 W 53RD STNEW YORKNY10019NONEPUBLIC CHARITYGENERAL SUPPORT$180
NAACP
4805 MT HOPE DRIVEBALTIMOREMD21215NONEPUBLIC CHARITYGENERAL SUPPORT$40
NEW YORK LANDMARKS CONSERVANCY
1 WHITEHALL STNEW YORKNY10004NONEPUBLIC CHARITYGENERAL SUPPORT$250
NYPIRG
9 MURRAY STREETNEW YORKNY10007NONEPUBLIC CHARITYGENERAL SUPPORT$365
OXFAM AMERICA
41 E 11TH STNEW YORKNY10003NONEPUBLIC CHARITYGENERAL SUPPORT$250
ROCKLAND COUNTRY PRIDE CENTER
28 S FRANKLIN STNAYAKNY10960NONEPUBLIC CHARITYGENERAL SUPPORT$725
ROCKLAND COUNTY PATROLMENS ASSOC
25 SMITH STNANUETNY10954NONEPUBLIC CHARITYGENERAL SUPPORT$100
RONALD MCDONALD HOUSE NEW YORK
405 E 73RD STNEW YORKNY10021NONEPUBLIC CHARITYGENERAL SUPPORT$500
SALVATION ARMY
120 W 14TH STNEW YORKNY10011NONEPUBLIC CHARITYGENERAL SUPPORT$200
SOLOMON R GUGGENHEIM FOUNDATION
1071 5TH AVENEW YORKNY10128NONEPUBLIC CHARITYGENERAL SUPPORT$140
SPECIAL OLYMPICS
211 E 43RD ST 802NEW YORKNY10017NONEPUBLIC CHARITYGENERAL SUPPORT$100
THE REFORM TEMPLE OF ROCKLAND
330 NORTH HIGHLAND AVENEW YORKNY10960NONEPUBLIC CHARITYGENERAL SUPPORT$1,050
UNITED STATES HOLOCAUST MEM MUSEUM
100 RAOUL WALLENBERG PI SWWASHINGTONDC20024NONEPUBLIC CHARITYGENERAL SUPPORT$250
USO UNITED SERVICE ORGANIZATIONS
PO BOX 96860WASHINGTONDC20077NONEPUBLIC CHARITYGENERAL SUPPORT$100
UW FOUNDATION CHAZEN MUSEUM OF ART
750 UNIVERSITY AVEMADISONWI53706NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
VETERANS OF FOREIGN WARS (VFW)
406 W 34TH STREETKANSAS CITYMO64111NONEPUBLIC CHARITYGENERAL SUPPORT$100
WBGO- NEWARK PUBLIC RADIO
54 PARK PLNEWARKNJ07102NONEPUBLIC CHARITYGENERAL SUPPORT$100
WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STNEW YORKNY10014NONEPUBLIC CHARITYGENERAL SUPPORT$140
WORLD WILDLIFE FUND
1250 24TH STREET NWWASHINGTONDC20037NONEPUBLIC CHARITYGENERAL SUPPORT$100
WOUNDED WARRIOR PROJECT
370 7TH AVE SUITE1802NEW YORKNY10001NONEPUBLIC CHARITYGENERAL SUPPORT$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$21,190TotalGrantOrContriPdDurYrAmt
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$3ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$196,869ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,696ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$143,832ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$349,400ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$349,400TotalIncomeProducingActyAmt

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)
CategoryOUTSIDE ACCOUNTING & TAX SERVICESCategoryTxt
Amt$12,350Amt
Net Investment Income$4,117NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,233DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
11428 UNITS ISHARES CORE S&P 500 ETF$2,148,920$5,451,042
23815 UNITS OF BARON GLOBAL ADVANTAGE FUND$1,000,000$1,255,775
5399 UNITS OF WISDOMTREE EUROPE HEDGE EQUITY FUND$268,260$432,784
1845 UNITS OF VANGUARD SMALL-CAP ETF$274,308$416,988
533 UNITS OF VANGUARD MID-CAP GROWTH INDEX FUND$77,510$135,712
28117 UNITS OF ARES CAPITAL CORP$530,365$595,799
4185 UNITS OF VANGUARD DIVIDEND APPRECIATION INDEX FUND$500,214$718,774
1560 UNITS OF VANGUARD MID-CAP GROWTH INDEX FUND$185,546$397,207
3625 UNITS OF ISHARES CORE S&P 500 ETF$1,175,646$1,729,089
24820 UNITS OF BARON REAL ESTATE FUND$1,000,000$1,026,557
14154 MATTHEWS CHINA FUND$369,000$290,586

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
JPM POOLED VENTURE CAPITAL PRIVATE INVESTORS LLCFMV$6,436$6,436
JPM POOLED CORPORATE FINANCE LLCFMV$9,296$9,296

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$4,000LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,000DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescSECURITY DEPOSITDesc
BOY Book Value$10,804BOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT & CUSTODIAN FEES$75,000$75,000$0
OFFICE SUPPLIES & EXPENSES$2,311$0$2,311
OTHER EXPENSES FROM PASSTHROUGHS$1,017$1,017$0
NYS FILING FEE$750$0$750
MOVING EXPENSES$1,602$0$1,602

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescINCOME FROM PASSTHROUGHSDesc
Revenue And Expenses Per Books$8,696RevenueAndExpensesPerBooksAmt
Net Investment Income$8,696NetInvestmentIncomeAmt
Adjusted Net Income$8,696AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$2,639Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBOOKKEEPING & ADMINISTRATIONCategoryTxt
Amt$20,000Amt
Net Investment Income$7,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$12,500DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX ON DIVIDENDSCategoryTxt
Amt$1,020Amt
Net Investment Income$1,020NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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