PRATT FAMILY LEGACY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
PRATT FAMILY LEGACY FOUNDATION INC (EIN 47-5632455)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-11-10
IRS object ID
202233149349100903
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)
Return2022-11-10T07:00:23-06:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN871353108PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNER ADVISORY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11375 BROADWAYAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN475632455EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PRATT FAMILY LEGACY FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O JAY ZEIGERBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPRATBusinessNameControlTxt
Phone5703426100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16166 STATE ROUTE 42 PO BOX 30AddressLine1Txt
CityWOODBOURNECityNm
State AbbreviationNYStateAbbreviationCd
ZIP12788ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTAMMY PRATTPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5703426100PhoneNum
Signature2022-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTAMMYPersonFirstNm
Person LastPRATTPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL ROMEOPreparerPersonNm
PTINP00482624PTIN
Phone2129444433PhoneNum
Preparation2022-11-09PreparationDt

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$1,757,786FMVAssetsEOYAmt
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$468InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$468InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$77,560DividendsRevAndExpnssAmt
Dividends Net Invst Incm$77,560DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$12,292NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$42,347GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12,292CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$90,320TotalRevAndExpnssAmt
Total Net Invst Incm$90,320TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,875AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,875AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$2,847OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,597OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,597TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,472TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,125TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$60,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$60,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$66,597TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,472TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$62,125TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$23,723ExcessRevenueOverExpensesAmt
Net Investment Income$85,848NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$250,674CashBOYAmt
Cash EOY$221,838CashEOYAmt
Cash EOYFMV$221,838CashEOYFMVAmt
Other Investments BOY$1,663,948OtherInvestmentsBOYAmt
Other Investments EOY$1,716,492OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,535,948OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,914,622TotalAssetsBOYAmt
Total Assets EOY$1,938,330TotalAssetsEOYAmt
Total Assets EOYFMV$1,757,786TotalAssetsEOYFMVAmt
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$1,914,622RetainedEarningBOYAmt
Retained Earning EOY$1,938,330RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,914,622TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,938,330TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,914,622TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,938,330TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,914,622TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$23,723ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,938,345SubtotalAmt
Other Decreases$15OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,938,330TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (128 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1 SH OF DXC TECHNOLOGY COMPANY CMNP2021-03-192021-08-02$40$28$12$12
1 SH OF ABBOTT LABORATORIES CMNP2021-03-192021-08-02$122$120$2$2
1 SH OF CORTEVA, INC. CMNP2021-03-192021-08-02$43$47-$4-$4
1 SH OF CMS ENERGY CORPORATION CMNP2021-03-192021-08-02$62$58$4$4
1 SH OF HUNTINGTON BANCSHARES INCORPOR CMNP2021-03-192021-08-02$14$16-$2-$2
1 SH OF CSX CORPORATION CMNP2021-03-192021-08-02$32$30$2$2
1 SH OF PEPSICO, INC. CMNP2021-06-182021-08-02$157$145$12$12
2 SH OF NVIDIA CORPORATION CMNP2021-06-182021-08-02$394$373$21$21
1 SH OF METLIFE, INC. CMNP2021-03-192021-08-02$58$61-$3-$3
1 SH OF DT MIDSTREAM, INC. CMNP2021-03-192021-08-02$43$40$3$3
1 SH OF ELEVANCE HEALTH INC CMNP2021-03-192021-09-17$380$354$26$26
1 SH OF VERIZON COMMUNICATIONS, INC. CMNP2021-03-192021-09-17$54$56-$2-$2
1 SH OF PNC FINANCIAL SERVICES GROUP, CMNP2021-08-022021-09-17$189$184$5$5
2 SHS OF PERRIGO CO PLC CMNP2021-03-192021-09-17$44$43$1$1
1 SH OF LINCOLN NATL.CORP.INC. CMNP2021-03-192021-09-17$68$64$4$4
1 SH OF APPLIED MATERIALS INC CMNP2021-03-192021-09-17$141$115$26$26
1 SH OF UNITED RENTALS, INC. CMNP2021-03-192021-09-17$341$316$25$25
1 SH OF PRUDENTIAL FINANCIAL INC CMNP2021-03-192021-09-17$103$92$11$11
1 SH OF VISA INC. CMN CLASS AP2021-03-192021-09-17$222$207$15$15
1 SH OF LAM RESEARCH CORPORATION CMNP2021-03-192021-09-17$609$542$67$67
1 SH OF FIFTH THIRD BANCORP CMNP2021-03-192021-09-17$40$38$2$2
1 SH OF TEXAS INSTRUMENTS INC. CMNP2021-03-192021-09-17$196$176$20$20
1 SH OF FIFTH THIRD BANCORP CMNP2021-03-192021-08-02$37$38-$1-$1
20 SHS OF NEXTERA ENERGY, INC. CMNP2021-03-192021-09-17$1,633$1,417$216$216
1 SH OF PACCAR INC CMNP2021-03-192021-09-17$82$95-$13-$13
1 SH OF AMERIPRISE FINANCIAL, INC. CMNP2021-03-192021-09-17$270$228$42$42
5 SHS OF MARSH & MCLENNAN CO INC CMNP2021-03-192021-09-17$779$584$195$195
1 SH OF EXTRA SPACE STORAGE INC. CMNP2021-03-192021-09-17$180$126$54$54
1 SH OF VICTORIA'S SECRET & COMPANY CMNP2021-03-192021-09-17$62$23$39$39
5 SHS OF BAXTER INTERNATIONAL INC CMNP2021-03-192021-09-17$418$402$16$16
6 SHS OF EMERSON ELECTRIC CO. CMNP2021-03-192021-09-17$579$531$48$48
2 SHS OF UNUM GROUP CMNP2021-03-192021-09-17$49$56-$7-$7
1 SH OF EMERSON ELECTRIC CO. CMNP2021-03-192021-08-02$102$88$14$14
4 SHS OF ASTRAZENECA PLC SPONS ADR SPONSORED ADR CMNP2021-03-192021-08-02$227$231-$4-$4
1 SH OF KANSAS CITY SOUTHERN CMNP2021-03-192021-12-17$90$81$9$9
2 SHS OF ALEXION PHARMACEUTICALS, INC. CMNP2021-03-192021-07-21$120$71$49$49
1 SH OF ENTERGY CORPORATION CMNP2021-08-022021-09-17$111$102$9$9
1 SH OF KEYCORP CMNP2021-03-192022-03-18$24$20$4$4
1 SH OF RESMED INC. CMNP2021-06-182022-03-18$261$237$24$24
1 SH OF CVS HEALTH CORP CMNP2021-03-192022-03-18$107$73$34$34
1 SH OF ONEOK INC CMNP2021-08-022022-03-18$67$51$16$16
3 SHS OF BANK OF AMERICA CORP CMNP2021-03-192022-03-18$129$116$13$13
1 SH OF U.S. BANCORP CMNP2021-08-022022-03-18$57$56$1$1
3 SHS OF HANESBRANDS INC. CMNP2021-03-192022-03-18$46$62-$16-$16
4 SHS OF ARISTA NETWORKS, INC. CMNP2021-03-192022-03-18$525$285$240$240
1 SH OF SYNCHRONY FINANCIAL CMNP2021-03-192022-03-18$38$41-$3-$3
1 SH OF CIGNA CORP CMNP2021-03-192022-03-18$241$243-$2-$2
1 SH OF HEALTHPEAK PROPERTIES INC CMNP2021-03-192022-03-18$33$31$2$2
1 SH OF KYNDRYL HOLDINGS INC CMNP2021-03-192022-03-18$13$55-$42-$42
1 SH OF CHARLES SCHWAB CORPORATION CMNP2021-03-192022-03-18$90$66$24$24
2 SHS OF OMNICOM GROUP CMNP2021-03-192022-03-18$168$153$15$15
7 SHS OF KROGER COMPANY CMNP2021-03-192022-03-18$391$248$143$143
1 SH OF BRISTOL-MYERS SQUIBB COMPANY CMNP2021-03-192022-03-18$71$63$8$8
1 SH OF AFLAC INCORPORATED CMNP2021-08-022022-03-18$63$55$8$8
1 SH OF KEYCORP CMNP2021-03-192021-08-02$20$20$0$0
2 SHS OF BANK OF AMERICA CORP CMNP2021-03-192021-09-17$81$77$4$4
1 SH OF KROGER COMPANY CMNP2021-03-192021-09-17$41$35$6$6
3 SHS OF NEWS CORPORATION CMN CLASS AP2021-09-172022-03-18$66$67-$1-$1
3 SHS OF APPLE INC. CMNP2021-03-192022-03-18$492$360$132$132
1 SH OF PRINCIPAL FINANCIAL GROUP, INC CMNP2021-03-192022-03-18$70$60$10$10
1 SH OF COMCAST CORPORATION CMN CLASS A VOTINGP2021-03-192022-03-18$47$55-$8-$8
1 SH OF NRG ENERGY, INC. CMNP2021-03-192022-03-18$38$37$1$1
1 SH OF MARATHON PETROLEUM CORPORATION CMNP2021-03-192022-03-18$78$54$24$24
1 SH OF GENERAL MILLS INC CMNP2021-03-192022-03-18$62$60$2$2
3 SHS OF D.R. HORTON, INC. CMNP2021-03-192022-03-18$257$251$6$6
8 SHS OF PPL CORPORATION CMNP2021-03-192022-03-18$213$237-$24-$24
1 SH OF PPL CORPORATION CMNP2021-06-182022-03-18$27$28-$1-$1
1 SH OF AKAMAI TECHNOLOGIES, INC. CMNP2021-06-182022-03-18$118$115$3$3
1 SH OF BIOGEN INC. CMNP2021-03-192022-03-18$209$267-$58-$58
25 SHS OF META PLATFORMS INC-CLASS A CMN CLASS AP2021-03-192022-03-18$5,412$7,253-$1,841-$1,841
1 SH OF ROYAL CARIBBEAN GROUP ISIN: LR0008862868P2021-03-192022-03-18$76$91-$15-$15
1 SH OF EASTMAN CHEMICAL COMPANY CMNP2021-03-192022-03-18$108$112-$4-$4
4 SHS OF REALTY INCOME CORPORATION CMNP2021-03-192022-03-18$268$241$27$27
1 SH OF FREEPORT-MCMORAN INC CMNP2021-08-022022-03-18$48$39$9$9
1 SH OF EBAY INC. CMNP$56$60-$4-$4
2 SHS OF WELLS FARGO & CO (NEW) CMNP$103$79$24$24
1 SH OF WELLS FARGO & CO (NEW) CMNP$51$48$3$3
1 SH OF WELLS FARGO & CO (NEW) CMNP$51$48$3$3
4 SHS OF NEWELL BRANDS INC CMNP$90$104-$14-$14
3 SHS OF DISCOVER FINANCIAL SERVICES CMNP$347$284$63$63
1 SH OF THE BANK OF NY MELLON CORP CMNP$52$46$6$6
1 SH OF PROLOGIS INC CMNP$160$100$60$60
2 SHS OF CITIGROUP INC. CMNP$115$146-$31-$31
6 SHS OF NORTONLIFELOCK IN CMNP$165$127$38$38
10 SHS OF LUMEN TECHNOLOGIES INC CMNP$111$140-$29-$29
1 SH OF CUMMINS INC COMMON STOCKP$207$266-$59-$59
8 SHS OF MC DONALDS CORP CMNP$1,911$1,780$131$131
3 SHS OF TYSON FOODS INC CL-A CMN CLASS AP$261$230$31$31
1 SH OF FMC CORPORATION CMNP$129$110$19$19
1 SH OF J. M. SMUCKER COMPANY (THE) CMN SJM -P$128$126$2$2
1 SH OF MICROSOFT CORPORATION CMNP$300$230$70$70
1 SH OF WELLS FARGO & CO (NEW) CMNP$46$40$6$6
1 SH OF NEWS CORPORATION CMN CLASS BP$22$25-$3-$3
1 SH OF AMERICAN EXPRESS CO. CMNP$191$141$50$50
3 SHS OF HORMEL FOODS CORPORATION CMNP$148$144$4$4
7 SHS OF DANAHER CORPORATION CMNP$2,045$1,547$498$498
1 SH OF MORGAN STANLEY CMNP$95$83$12$12
2 SHS OF CARMAX, INC. CMNP$209$266-$57-$57
1 SH OF ABBVIE INC CMNP$159$136$23$23
1 SH OF ORGANON & CO CMNP$35$47-$12-$12
1 SH OF ORGANON & CO CMNP$35$30$5$5
2 SHS OF LOEWS CORPORATION CMNP$127$105$22$22
11 SHS OF THE SOUTHERN CO. CMNP$748$706$42$42
2 SHS OF CANADIAN PACIFIC RAILWAY LTD CMNP$160$143$17$17
6 SHS OF 3M COMPANY CMNP$890$1,089-$199-$199
1 SH OF CELANESE CORPORATION COMMON STOCKP$143$148-$5-$5
2 SHS OF HP INC. CMNP$74$60$14$14
1 SH OF ORGANON & CO CMNP$34$47-$13-$13
1 SH OF RALPH LAUREN CORP CMN CLASS AP$121$122-$1-$1
1 SH OF LEIDOS HLDGS INC CMNP$105$92$13$13
1 SH OF PENTAIR PLC. CMNP$57$74-$17-$17
2 SHS OF BATH & BODY WORKS, INC. CMNP$101$98$3$3
1 SH OF BATH & BODY WORKS, INC. CMNP$50$65-$15-$15
2 SHS OF GAP INC CMNP$31$62-$31-$31
3 SHS OF KIMBERLY-CLARK CORPORATION CMNP$363$391-$28-$28
1 SH OF KIMBERLY-CLARK CORPORATION CMNP$121$129-$8-$8
2 SHS OF CHURCH & DWIGHT CO., INC. CMNP$194$166$28$28
5 SHS OF CONAGRA BRANDS INC CMNP$159$189-$30-$30
1 SH OF HARTFORD FINANCIAL SRVCS GROUP CMNP$71$68$3$3
1 SH OF WEST PHARMACEUTICAL SERVICES INCP$415$277$138$138
1 SH OF TESLA, INC. CMNP$895$905-$10-$10
GENERAL ELECTRIC COMPANY CMN (DC)P$39$39$39
INTERNATIONAL PAPER CO. CMN (DC)P$10$10$10
ANALOG DEVICES, INC. CMN (DC)P$153$153$153
ASTRAZENECA PLC SPONS ADR SPONSORED ADR CMN (DC)P$15$15$15
8 SHS WARNER BROS DISCOVERY INC CMNP$159$244-$85-$85
P$0$0
CAPITAL GAINS DIVIDENDSP$11,744$11,744$11,744
FieldValueIRS element (for citing)
Capital Gain Net Income$12,292CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,193InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,193SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,193TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,210EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,210TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$9,017OverpaymentAmt
Applied To ES Tax$9,017AppliedToESTaxAmt
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 AddressN/AWebsiteAddressTxt
Individual With BooksRAICH ENDE MALTER CO LLPIndividualWithBooksNm
Phone2129444433PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11375 BROADWAY 15TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN L PRATT IV
6166 STATE ROUTE 42 PO BOX 30WOODBOURNENY12788DIRECTOR0.00$0$0$0
TAMMY PRATT
6166 STATE ROUTE 42 PO BOX 30WOODBOURNENY12788DIRECTOR0.00$0$0$0
LAUREN PRATT
6166 STATE ROUTE 42 PO BOX 30WOODBOURNENY12788DIRECTOR0.00$0$0$0
RAMYA PRATT
6166 STATE ROUTE 42 PO BOX 30WOODBOURNENY12788DIRECTOR0.00$0$0$0
NAYANA PRATT
6166 STATE ROUTE 42 PO BOX 30WOODBOURNENY12788DIRECTOR0.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS OTHER ORGANIZATIONS EXEMPT UNDER INTERNALDescription1Txt
Expenses1$0Expenses1Amt

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$1,673,416AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$241,084AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,914,500TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,914,500AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,718CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,885,782NetVlNoncharitableAssetsAmt
Minimum Investment Return$94,289MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$94,289MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,193TaxBasedOnInvestmentIncomeAmt
Total Tax$1,193TotalTaxAmt
Distributable Before Adj$93,096DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$93,096DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$93,096DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$62,125ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$62,125QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$93,096DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$42,530ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$37,180ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$79,710TotalExcessDistributionCyovAmt
Qualifying Distributions$62,125QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$62,125AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$30,971ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$30,971ExcessDistributionCyovAppCYAmt
Total Corpus$48,739TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$48,739ExcessDistriCyovToNextYrAmt
Excess From Year4$11,559ExcessFromYear4Amt
Excess From Year3$37,180ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SYDA FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1371 BRICKMAN ROADAddressLine1Txt
CitySOUTH FALLSBURGCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12779ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipPUBLIC CHARITYRecipientRelationshipTxt
Recipient Foundation StatusPUBLIC CHARITYRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL CHARITABLEGrantOrContributionPurposeTxt
Amt$60,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$60,000TotalGrantOrContriPdDurYrAmt
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$468ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$77,560ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,292ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$90,320ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$90,320TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$3,750Amt
Net Investment Income$1,875NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,875DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
FORM 990PF, PART VII, LINE 13FORM CHAR 500: SUPPLEMENTARY INFORMATIONPUBLIC INSPECTIONDATE THE NOTICE OF AVAILABILITY OF THE ANNUAL RETURNAPPEARED IN A NEWSPAPER: 05/12/2022NAME OF NEWSPAPER: NEW YORK LAW JOURNALA COPY OF THE NEWSPAPER NOTICE WILL BE FURNISHED UPON REQUEST.
FORM 990PF, PART XV, LINE 2SUPPLEMENTARY INFORMATION:THE ORGANIZATION'S PRIMARY ACTIVITY IS TO SUPPORT BY CONTRIBUTIONS, OTHER ORGANIZATIONS QUALIFYING FOR EXEMPTION UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE. THE DIRECTORS CHOOSE THESE ORGANIZATIONS BASED UPON THEIR KNOWLEDGE OF THE ORGANIZATIONS' ACTIVITIES. NO CONTRIBUTIONS, GRANTS, GIFTS, LOANS ETC. ARE MADE TO INDIVIDUALS.

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GOLUB CAPITAL BDC LLC MUTUAL FUND (GBDC)FMV$98,369$73,872
GS STRATEGIC FACTOR ALLOCATION FUNDFMV$142,656$137,963
GOLDMAN SACHS BDC, INC CLOSED-END FUND (GSBD)FMV$298,167$252,000
GS HIGH YIELD FLOATINGFMV$925,061$830,486
GS: PASSIVE (S&P 500 ENV & SOC RESP) TAX EXEMPTFMV$252,239$241,627

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENT: GS US EQUITYDesc
Amt$15Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NYS FILING FEE$250$0$250
ADVISORY FEES$2,573$2,573$0
FOREIGN TAX$24$24$0

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