TREIBER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TREIBER FAMILY FOUNDATION (EIN 11-3440919)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-24
- IRS object ID
- 202541759349100004
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-24T07:37:40-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112896024 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID A BLACK CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 ROBBINS DRIVE | AddressLine1Txt |
| City | EAST WILLISTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11596 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113440919 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Treiber Family FoundationInc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TREI | BusinessNameControlTxt |
| Phone | 5162946638 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 377 Oak Street 410 | AddressLine1Txt |
| City | Garden City | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H CRAIG TREIBER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5162144044 | PhoneNum |
| Signature | 2025-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00117902 | PTIN |
| Phone | 5162946638 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,784,005 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,465 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,465 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $47,502 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,502 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,783 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $875,669 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,783 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $108,750 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $108,750 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,927 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,926 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,780 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,437 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,177 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,144 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,103 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $239,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $239,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $259,894 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,103 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $239,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$151,144 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $92,647 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $99,114 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,090 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,090 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,637,919 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,536,799 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,734,915 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,737,033 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,585,889 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,784,005 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,737,033 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,585,889 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,737,033 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,585,889 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,737,033 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,585,889 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,737,033 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$151,144 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,585,889 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,585,889 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE SCHEDULE I ML 04030 | P | 2024-01-01 | 2024-12-31 | $15,656 | $15,367 | $289 | $289 |
| SEE SCHEDULE I ML 04030 | P | 2023-01-01 | 2024-12-31 | $250,365 | $128,792 | $121,573 | $121,573 |
| SEE SCHEDULE II ML 04033 | P | 2024-01-01 | 2024-12-31 | $200,771 | $209,863 | -$9,092 | -$9,092 |
| SEE SCHEDULE II ML 04033 | P | 2023-01-01 | 2024-12-31 | $111,313 | $102,155 | $9,158 | $9,158 |
| SEE SCHEDULE III ML 04037 | P | 2024-01-01 | 2024-12-31 | $52,915 | $52,088 | $827 | $827 |
| SEE SCHEDULE III ML 04037 | P | 2023-01-01 | 2024-12-31 | $244,529 | $307,621 | -$63,092 | -$63,092 |
| NOVODISK CLASS ACTION SETTLEMENT | P | 2023-01-01 | 2024-12-31 | $76 | $76 | $76 | |
| Capital Gains Dividends | P | $44 | $44 | $44 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,783 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,288 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,288 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,288 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,512 | OverpaymentAmt |
| Applied To ES Tax | $1,512 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H Craig Treiber | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5162144044 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 377 Oak Street | AddressLine1Txt |
| City | Garden City | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| H Craig Treiber | ||||||||
| 7 Tanglewood Lane | Sea Cliff | NY | 11579 | President | 0.00 | $0 | $0 | $0 |
| John H Treiber | ||||||||
| 4001 N Ocean Blvd | Boca Raton | FL | 33431 | Vice President | 0.00 | $0 | $0 | $0 |
| Scott R Treiber | ||||||||
| 112 Blair Road | Oyster Bay Cove | NY | 11771 | Treasurer | 0.00 | $0 | $0 | $0 |
| Peter S Treiber | ||||||||
| 310 Oyster Ponds Lane | Orient | NY | 11957 | Secretary | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,771,642 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $113,543 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,885,185 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,885,185 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,278 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,856,907 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,845 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,845 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,288 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,288 | TotalTaxAmt |
| Distributable Before Adj | $91,557 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $91,557 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $91,557 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $239,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $239,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $91,557 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $129,665 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $57,044 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $67,373 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $77,296 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $131,065 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $462,443 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $239,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $91,557 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $148,193 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $610,636 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $129,665 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $480,971 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $57,044 | ExcessFromYear4Amt |
| Excess From Year3 | $67,373 | ExcessFromYear3Amt |
| Excess From Year2 | $77,296 | ExcessFromYear2Amt |
| Excess From Year1 | $131,065 | ExcessFromYear1Amt |
| Excess From Current Year | $148,193 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Bank Street College | |||||||
| 610 West 112th Street | New York | NY | 10025 | None | Public Charity | General Fund | $3,000 |
| CHAMINADE HIGH SCHOOL | |||||||
| 340 Jackson Avenue | Mineola | NY | 11501 | None | Public Charity | General Fund | $1,000 |
| East End Food Institute | |||||||
| PO Box 356 | Southampton | NY | 11969 | NONE | Public Charity | General Fund | $25,000 |
| EPISCOPAL MINISTRIES OF LONG ISLAND | |||||||
| 36 Cathedral Place | Garden City | NY | 11530 | None | Public Charity | General Fund | $75,000 |
| Farm for City Kids Foundation | |||||||
| 800 Port Washington Blvd | Port Washington | NY | 11050 | None | Private Foundation | General Fund | $5,000 |
| FEINSTEIN INSTITUTE FOR MEDICAL RESEARCH | |||||||
| 2000 Marcus Avenue | New Hyde Park | NY | 11040 | None | Public Charity | General Fund | $20,000 |
| HMTC CHILDREN'S MEMORIAL GARDEN | |||||||
| 100 Crescent Beach Road | Glen Cove | NY | 11542 | None | Public Charity | General Fundd | $500 |
| KIWANIS PEDIATRIC TRAUMA CENTER | |||||||
| c/o North Shore Kiwanis 9 Star Lane | Glen Cove | NY | 11542 | None | Public Charity | General Fund | $250 |
| Knights of Columbus # 6678 | |||||||
| 600 Rockmead Suite 200 | Kingwood | TX | 77339 | None | Public Charity | General Fund | $500 |
| METROPOLITAN GOLF ASSOCIATION FOUNDATION | |||||||
| 49 Knollwood Road | ELMSFORD | NY | 10523 | None | Private Foundation | General Fund | $1,000 |
| NASSAU COUNTY MUSEUM OF ART | |||||||
| One Museum Drive | Roslyn | NY | 11576 | None | PUblic Charity | General Fund | $5,000 |
| NCWCA | |||||||
| PO Box 751 | North Massapequa | NY | 11762 | None | PUblic Charity | General Fund | $1,000 |
| North Shore Land Alliance | |||||||
| 151 Post Road | Old Westbury | NY | 11568 | None | Public Charity | General Fund | $1,000 |
| SCO FAMILY OF SERVICES | |||||||
| 1 Alexander Place | Glen Cove | NY | 11542 | NONE | Public Charity | General Fund | $75,000 |
| ST Paul's Episcopal Church | |||||||
| 28 Highland Road | Glen Cove | NY | 11542 | NONE | Public Charity | General Fund | $1,500 |
| The Protestant Episcopal Church in the USA | |||||||
| 36 Cathedral Place | Garden City | NY | 11530 | None | Public Charity | General Fund | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $239,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,465 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $47,502 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $59,783 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $108,750 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $108,750 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | The dividends and capital gains earned on the funds investments fund its charitable contributions. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $3,927 | Amt |
| Net Investment Income | $3,926 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH INVESTMENT ACCOUNTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,536,799 | BookValueAmt |
| EOYFMV | $1,734,915 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| New York State Fee | $250 | $0 | $0 |
| Investment Management Fee | $12,177 | $12,177 | $0 |
| Telephone | -$287 | $0 | $0 |
| Miscellaneous | $212 | $0 | $0 |
| Bank Charges | $85 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Excise Taxes | $3,702 | $0 | $0 |
| Foreign Withholding Taxes | $78 | $0 | $0 |