ANNE ANASTASI CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ANNE ANASTASI CHARITABLE FOUNDATION (EIN 13-4013290)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202223159349102547
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T22:04:07-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 134013290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anne Anastasi Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ANNE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | jonathan galante | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | jonathan | PersonFirstNm |
| Person Last | galante | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $6,719,478 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $219 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $219 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $197,994 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $197,994 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $162,447 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,892,206 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $162,447 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $119 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $119 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $360,779 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $360,779 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $92,030 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,030 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $49,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,858 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $295 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $554 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $341 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $341 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,125 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $346 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31,779 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $132,908 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,671 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $84,120 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $225,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $225,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $358,108 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,671 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $309,320 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,671 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $317,108 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $718,455 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $220,599 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $220,599 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $91,891 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $75,634 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $76,716 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,396,165 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,039,697 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,826,869 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $699,055 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $591,996 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $594,923 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $17,135 | OtherInvestmentsBOYAmt |
| Land Bldg Equip Cost Or Other Bss | $2,772 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,401 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $925 | LandBOYAmt |
| Land EOY | $371 | LandEOYAmt |
| Land EOYFMV | $371 | LandEOYFMVAmt |
| Total Assets BOY | $4,923,626 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,928,297 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,719,478 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,923,626 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,928,297 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,923,626 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,928,297 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,923,626 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,928,297 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,923,626 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,671 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,000 | OtherIncreasesAmt |
| Subtotal | $4,928,297 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,928,297 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,892,206 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,729,759 | CostOrOtherBasisAmt |
| Gain Or Loss | $162,447 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $162,447 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $162,447 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,408 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,408 | SubtotalAmt |
| Tax Based On Investment Income | $4,408 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $191 | OverpaymentAmt |
| Applied To ES Tax | $191 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| Brian Behan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 5.0 | $750 | $0 | $0 |
| Brian Davey | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| De Anna Galente | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Jonathan Nicholas Galente | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chairman of the Board | 15.0 | $750 | $0 | $0 |
| Vincent P Gianatasio | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 4.0 | $750 | $0 | $0 |
| Phil Greco | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $750 | $0 | $0 |
| Xavier Macias | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Virginia Davey | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,150,352 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $343,420 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,493,772 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,493,772 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $97,407 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,396,365 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $319,818 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $319,818 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,408 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,408 | TotalTaxAmt |
| Distributable Before Adj | $315,410 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $317,410 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $317,410 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $309,320 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $309,320 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $317,410 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $279,508 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $309,320 | QualifyingDistributionsAmt |
| Applied To Year1 | $279,508 | AppliedToYear1Amt |
| Applied To Current Year | $29,812 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $287,598 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVANCING CTNNB1 CURES AND TREATMENTS INC | |||||||
| 8 LOANTAKA LN N | MORRISTOWN | NJ | 07960 | N/A | PC | General & Unrestricted | $12,000 |
| ANIMAL AID INC | |||||||
| 5581 NW 51ST AVE | COCONUT CREEK | FL | 33073 | N/A | PC | General & Unrestricted | $12,000 |
| ARTS ON THE LAKE INC | |||||||
| 640 RTE 52 | CARMEL | NY | 10512 | N/A | PC | General & Unrestricted | $500 |
| BLYTHEDALE CHILDREN'S HOSPITAL | |||||||
| 95 BRADHURST AVE | VALHALLA | NY | 10595 | N/A | PC | General & Unrestricted | $5,000 |
| BOSTON COLLEGE | |||||||
| LYONS HALL | CHESTNUT HILL | MA | 02467 | N/A | PC | General & Unrestricted | $5,000 |
| BREWSTER EMERGENCY SHELTER PARTNERSHIP | |||||||
| 12 MAIN ST PMB 269 | BREWSTER | NY | 10509 | N/A | PC | General & Unrestricted | $3,000 |
| COLLABORATIVE CONCEPTS INC | |||||||
| 126 BRYANT POND RD | PUTNAM VALLEY | NY | 10579 | N/A | PC | General & Unrestricted | $2,500 |
| CTNNB1 SYNDROME AWARENESS WORLDWIDE | |||||||
| 6111 SUZANNE CIR | DAYTON | OH | 45459 | N/A | PC | General & Unrestricted | $10,000 |
| FIRE POLICE OFFICERS ASSOCIATION | |||||||
| 18 SUMMIT RD | PATTERSON | NY | 12563 | N/A | PC | General & Unrestricted | $8,000 |
| FRANCISCAN FRIARS OF THE ATONEMENT | |||||||
| PO BOX 301 | GARRISON | NY | 10524 | N/A | PC | General & Unrestricted | $6,200 |
| GLYNWOOD CENTER INC | |||||||
| PO BOX 157 | COLD SPRINGS | NY | 10516 | N/A | PC | General & Unrestricted | $3,000 |
| HOLLYWOOD ART AND CULTURE CENTER INC | |||||||
| 1650 HARRISON ST | HOLLYWOOD | FL | 33020 | N/A | PC | General & Unrestricted | $3,000 |
| HOLLYWOOD LIONS CLUB INC | |||||||
| PO BOX 220805 | HOLLYWOOD | FL | 33022 | N/A | PC | General & Unrestricted | $3,000 |
| INTERNATIONAL SPINE RECONSTRUCTION AND EDUCATION F | |||||||
| 377 OAK ST | GARDEN CITY | NY | 11530 | N/A | PC | General & Unrestricted | $2,000 |
| KENT FIRE DISTRICT NUMBER ONE | |||||||
| 2490 RTE 301 | CARMEL | NY | 10512 | N/A | GOV | General & Unrestricted | $15,000 |
| LE CATS ON THE WATER | |||||||
| 14-35 161ST ST | WHITESTONE | NY | 11357 | N/A | PC | General & Unrestricted | $10,000 |
| MONASTERY OF ST CLARE-FRANCISCAN POOR CLARE NUNS | |||||||
| 70 NELSON AVE | WAPPINGERS FL | NY | 12590 | N/A | PC | General & Unrestricted | $17,000 |
| PSI BETA INC | |||||||
| 8918 W 21ST ST N STE 200 PMB 205 | WICHITA | KS | 67205 | N/A | PC | General & Unrestricted | $10,000 |
| PUTNAM ARTS COUNCIL | |||||||
| PO BOX 156 | MAHOPAC | NY | 10541 | N/A | PC | General & Unrestricted | $3,000 |
| PUTNAM VALLEY COMMUNITY FOOD PANTRY LTD | |||||||
| 337 PEEKSKILL HOLLOW RD | PUTNAM VALLEY | NY | 10579 | N/A | PC | General & Unrestricted | $10,000 |
| SOCIETY OF MAYFLOWER DESCENDANTS IN THE STATE OF C | |||||||
| 4 HOLLY FARM LN | SIMSBURY | CT | 06070 | N/A | PC | General & Unrestricted | $2,000 |
| SOFLO ANIMAL RESCUE CORPORATION | |||||||
| 2598 E SUNRISE BLVD STE 2104 | FT LAUDERDALE | FL | 33304 | N/A | PC | General & Unrestricted | $20,000 |
| SPACE ON THE FARM INC | |||||||
| PO BOX 699 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $3,000 |
| SPCA OF WESTCHESTER INC | |||||||
| 590 N STATE RD | BRIARCLIFF | NY | 10510 | N/A | GOV | General & Unrestricted | $5,000 |
| ST BARNABAS HOSPITAL | |||||||
| 4422 3RD AVE 2ND FL BRAKER BLDG | BRONX | NY | 10457 | N/A | PC | General & Unrestricted | $6,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $10,000 |
| TOMPKINS CORNERS CULTURAL CENTER INC | |||||||
| 729 PEEKSKILL HOLLOW RD | PUTNAM VALLEY | NY | 10579 | N/A | PC | General & Unrestricted | $4,000 |
| TOWN OF KENT PBA COMMUNITY FUND INC | |||||||
| PO BOX 143 | CARMEL | NY | 10512 | N/A | PC | General & Unrestricted | $10,000 |
| UNITED STATES CONFERENCE OF CATHOLIC BISHOPS | |||||||
| 41 OLD HIGHLAND TPKE | GARRISON | NY | 10524 | N/A | PC | General & Unrestricted | $5,000 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTH FLORIDA | |||||||
| 900 SE 3RD AVE | FT LAUDERDALE | FL | 33316 | N/A | PC | General & Unrestricted | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $225,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $219 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $197,994 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $162,447 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $119 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $360,779 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $360,779 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brian Davey | PersonNm |
| Short Explanation | *Removed from the Foundation in 2021 | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER | PropertyDesc |
| Acquired | 2017-09-14 | AcquiredDt |
| Cost Or Other Basis | $2,772 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $1,847 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5 | LifeRt |
| Current Year Expense | $554 | CurrentYearExpenseAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (15 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC - 3.250% - 02/23/202 | $45,804 | $48,126 |
| APPLIED MATERIALS INC - 3.300% | $48,237 | $48,617 |
| AT&T, INC - 3.950% - 01/15/202 | $31,100 | $32,063 |
| BANK AMER CORP - 4.125% - 01/2 | $47,481 | $47,818 |
| BERKSHIRE HATHAWAY NOTE - 3.12 | $50,961 | $53,541 |
| CITIGROUP INC SR NT - 4.500% - | $37,778 | $35,041 |
| CVS CAREMARK CORP NOTE - 4.300 | $13,166 | $13,476 |
| GOLDMAN SACHS GROUP INC - 4.00 | $36,189 | $37,113 |
| MORGAN STANLEY - 4.000% - 07/2 | $26,586 | $27,083 |
| ORACLE CORP - 3.625% - 07/15/2 | $57,371 | $56,997 |
| PFIZER INC - 3.450% - 03/15/20 | $27,569 | $27,535 |
| TARGET BOND - 3.500% - 07/01/2 | $47,539 | $47,722 |
| UNITED PARCEL SERVICE INC - 4. | $36,933 | $35,357 |
| UNITED TECHNOLOGIES - 4.125% - | $37,270 | $35,822 |
| WESTPAC BANKING CORPORATION - | $48,012 | $48,612 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (98 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $17,079 | $26,946 |
| ADOBE SYSTEMS, INC | $16,782 | $124,753 |
| ALLY FINANCIAL INC | $15,900 | $21,425 |
| ALPHABET INC CL A | $11,362 | $118,779 |
| ALTRIA GROUP INC | $24,242 | $30,851 |
| AMAZON COM | $20,975 | $26,675 |
| AMERICAN ELECTRIC POWER INC | $27,755 | $57,742 |
| AMERICAN WATER WORKS COMPANY I | $6,592 | $30,218 |
| AON PLC CL A | $27,268 | $40,576 |
| APPLE INC | $36,372 | $348,036 |
| APPLIED MATERIALS INC | $21,646 | $26,751 |
| ARES CAPITAL CORPORATION - CLO | $18,290 | $26,911 |
| ASML HOLDING NV NY REG SHS | $14,023 | $39,807 |
| AT&T, INC | $46,908 | $35,522 |
| AVANGRID INC | $19,902 | $36,412 |
| BARON EMERGING MARKETS FUND | $157,264 | $145,590 |
| BCE INC | $20,584 | $26,020 |
| BERKSHIRE HATHAWAY INC. CLASS | $33,998 | $35,880 |
| CHARLES RIV LABORATORIES INTL | $11,001 | $15,071 |
| CHEVRON CORP | $12,324 | $14,082 |
| CHUBB LIMITED | $14,512 | $19,331 |
| CINCINNATI FINANCIAL CORP | $25,223 | $23,925 |
| CINTAS CRP | $15,530 | $19,943 |
| CISCO SYSTEMS INC | $34,621 | $47,844 |
| CITIZENS FINANCIAL GROUP, INC | $25,021 | $25,043 |
| CME GROUP, INC | $13,299 | $14,850 |
| CNI FIXED INCOME OPP FD CL N | $973,522 | $904,142 |
| COMCAST CORP | $36,550 | $31,960 |
| CONOCOPHILLIPS | $25,481 | $29,955 |
| COSTCO WHOLESALE CORPORATION | $24,538 | $119,217 |
| CROWN CASTLE INTL | $21,340 | $26,093 |
| DANAHER CORP | $20,125 | $85,543 |
| DOMINION ENERGY INC | $30,446 | $38,652 |
| DUKE ENERGY CO | $20,024 | $25,701 |
| EDWARDS LIFESCIENCES | $11,147 | $46,638 |
| EMERSON ELECTRIC CO | $17,289 | $18,129 |
| ENTERGY CORP | $38,702 | $44,497 |
| EQUINIX, INC | $7,899 | $8,458 |
| EVERSOURCE ENERGYINC | $12,611 | $27,749 |
| EXPEDIA INC | $16,812 | $20,783 |
| FIFTH THIRD BANCORP | $31,268 | $34,405 |
| GALLAGHER ARTHUR J & CO | $18,704 | $22,057 |
| GENERAL MILLS INC | $36,183 | $41,439 |
| GENUINE PARTS COMPANY | $6,118 | $6,309 |
| HANESBRANDS INC | $6,531 | $6,688 |
| HARTFORD FINANCIALSERVICES GRO | $18,528 | $26,580 |
| HCA INC | $19,723 | $44,961 |
| HOME DEPOT INC | $54,899 | $74,702 |
| INTEL CORP | $44,582 | $38,265 |
| INTERNATIONAL PAPER CO | $18,749 | $18,792 |
| INVESCO PREFERRED ETF | $51,841 | $52,875 |
| ISHARES IBOXX $ HIGH YIELD COR | $376,612 | $372,837 |
| ISHARES RUSSELL 2000 | $316,504 | $326,333 |
| JP MORGAN CHASE | $52,519 | $53,839 |
| KEYCORP | $18,871 | $26,946 |
| L3HARRIS TECHNOLOGIES | $18,912 | $21,324 |
| LOCKHEED MARTIN CORP | $31,096 | $39,095 |
| MARATHON PETROLEUM CORP | $17,391 | $19,517 |
| MASTERCARD INC | $13,075 | $62,881 |
| MCDONALD'S CORP | $32,973 | $40,211 |
| MERCK & CO INC | $28,898 | $36,021 |
| META PLATFORMS INC | $30,134 | $104,269 |
| METLIFE INC | $18,434 | $24,684 |
| MICROSOFT CORP | $29,287 | $205,154 |
| MID-AMERICA APT COMMUNITIES IN | $17,641 | $50,477 |
| MIRAE ASSET EMERGING MARKETS G | $54,588 | $42,271 |
| NATIONAL RETAIL PROPERTIES INC | $29,039 | $43,263 |
| NEXTERA ENERGY, INC | $27,576 | $35,010 |
| NORTHROP GRUMMAN CORP | $12,189 | $15,483 |
| NXP SEMICONDUCTORS | $44,860 | $50,112 |
| OLD DOMINION FREIGHT LINE | $6,586 | $10,751 |
| PAYCHEX | $17,736 | $32,760 |
| PEPSICO INC | $31,237 | $48,639 |
| PFIZER INC | $35,252 | $61,412 |
| PHILIP MORRIS INTL | $21,639 | $23,845 |
| PROCTER GAMBLE CO | $16,914 | $30,262 |
| PROLOGIS | $15,304 | $50,508 |
| QUALCOMM INC | $16,056 | $32,917 |
| ROPER INDUSTRIES | $21,017 | $24,593 |
| S&P GLOBAL INC COM | $21,874 | $25,956 |
| SHERWIN-WILLIAMS CO | $3,634 | $5,282 |
| SONOCO PRODUCTS COMPANY | $19,478 | $21,709 |
| STARBUCKS CORP COM | $34,235 | $41,524 |
| SYNCHRONY FINANCIAL | $22,378 | $20,876 |
| T-MOBILE US INC | $26,232 | $30,735 |
| THE BLACKSTONE GROUP INC CL A | $21,892 | $48,521 |
| THE COCA-COLA CO | $26,616 | $35,526 |
| THERMO FISHER SCIENTIFIC INC | $18,625 | $133,448 |
| TJX COMPANIES INC | $9,433 | $10,629 |
| TOUCHSTONE SANDS EMERGING MARK | $55,746 | $44,701 |
| TRANE TECHNOLOGIES PLC | $9,364 | $15,152 |
| TRANSUNION COM USD0.01 | $32,447 | $40,910 |
| UNITEDHEALTH GROUP INC | $17,939 | $75,321 |
| VERIZON COMMUNICATIONS | $36,415 | $44,530 |
| VISA INC | $13,335 | $64,580 |
| WAL-MART STORES INC | $25,466 | $39,066 |
| WALT DISNEY HOLDINGS CO | $27,891 | $51,114 |
| ZOETIS INC | $12,272 | $18,302 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $75,634 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $76,716 | USGovtObligationsEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER | CategoryOrItemTxt |
| Cost Or Other Basis | $2,772 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,401 | AccumulatedDepreciationAmt |
| Book Value | $371 | BookValueAmt |
| EOYFMV | $371 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $30,138 | $30,138 | |
| Bank Charges | $293 | $293 | |
| Computers/Electronic Devices | $1,391 | $1,391 | |
| K-1 Exp BROOKFIELD INFRASTRUCT | $53 | $53 | |
| State or Local Filing Fees | $250 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss BROOKFIELD INFRASTRUCTURE PARTNERS LP | Desc |
| Revenue And Expenses Per Books | $119 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $119 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Amt | $2,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $43,030 | $43,030 | |
| PHILANTHROPIC CONSULTING SVCS | $49,000 | $49,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2021 | $4,500 | |
| 990-PF Extension for 2020 | $63 | |
| Foreign Tax Paid | $295 | $295 |
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