JULIUS STULMAN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JULIUS STULMAN FOUNDATION INC (EIN 31-1550822)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-26
- IRS object ID
- 202541779349100014
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-26T11:44:01-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020583514 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maryellen Mastrogiorgio CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 Mountain Avenue | AddressLine1Txt |
| City | Mount Kisco | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10549 | 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 | 311550822 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JULIUS STULMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JULI | BusinessNameControlTxt |
| Phone | 2127248286 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O J STULMAN 215 WEST 90TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN L STULMAN | PersonNm |
| Person Title | DIRECTOR, PRES | PersonTitleTxt |
| Signature | 2025-06-26 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Maryellen Mastrogiorgio | PreparerPersonNm |
| PTIN | P00346180 | PTIN |
| Phone | 9143951830 | 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 | $1,319,406 | 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 | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,781 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,781 | DividendsNetInvstIncmAmt |
| Gross Sales Price | $667,768 | GrossSalesPriceAmt |
| Total Rev And Expnss | $37,785 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,785 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $900 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,200 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $8,500 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,500 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,576 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $40,660 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,076 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $900 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50,060 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $169,183 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $169,183 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $222,259 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $900 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $219,243 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$184,474 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,885 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $690,401 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $505,927 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $505,927 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $216,088 | CorporateStockBOYAmt |
| Corporate Stock EOY | $216,088 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $813,479 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $906,489 | TotalAssetsBOYAmt |
| Total Assets EOY | $722,015 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,319,406 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $906,489 | CapitalStockBOYAmt |
| Capital Stock EOY | $722,015 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $906,489 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $722,015 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $906,489 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $722,015 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $906,489 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$184,474 | ExcessRevenueOverExpensesAmt |
| Subtotal | $722,015 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $722,015 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| 2985.03 BLACKROCK LIQUIDITY FUND | P | 2023-05-31 | 2024-04-30 | $2,985 | $2,985 |
| 2924.13 BLACKROCK LIQUIDITY FUND | P | 2023-06-30 | 2024-04-30 | $2,924 | $2,924 |
| 3062.76 BLACKROCK LIQUIDITY FUND | P | 2023-07-31 | 2024-04-30 | $3,063 | $3,063 |
| 3188.77 BLACKROCK LIQUIDITY FUND | P | 2023-08-31 | 2024-04-30 | $3,189 | $3,189 |
| 3104.80 BLACKROCK LIQUIDITY FUND | P | 2023-09-29 | 2024-04-30 | $3,104 | $3,104 |
| 3204.50 BLACKROCK LIQUIDITY FUND | P | 2023-10-31 | 2024-04-30 | $3,204 | $3,204 |
| 2819.36 BLACKROCK LIQUIDITY FUND | P | 2023-11-30 | 2024-04-30 | $2,819 | $2,819 |
| 2925.92 BLACKROCK LIQUIDITY FUND | P | 2023-12-29 | 2024-04-30 | $2,926 | $2,926 |
| 2925.07 BLACKROCK LIQUIDITY FUND | P | 2024-01-31 | 2024-04-30 | $2,925 | $2,925 |
| 2478.64 BLACKROCK LIQUIDITY FUND | P | 2024-02-29 | 2024-04-30 | $2,479 | $2,479 |
| 2597.95 BLACKROCK LIQUIDITY FUND | P | 2024-03-28 | 2024-04-30 | $2,598 | $2,598 |
| 75000.00 BLACKROCK LIQUIDITY FUND | P | 2022-08-15 | 2024-02-05 | $75,000 | $75,000 |
| 535944.00 BLACKROCK LIQUIDITY FUND | P | 2022-08-15 | 2024-04-30 | $535,944 | $535,944 |
| 1003.67 BLACKROCK LIQUIDITY FUND | P | 2022-08-31 | 2024-04-30 | $1,004 | $1,004 |
| 2128.86 BLACKROCK LIQUIDITY FUND | P | 2022-09-30 | 2024-04-30 | $2,129 | $2,129 |
| 2772.65 BLACKROCK LIQUIDITY FUND | P | 2022-10-31 | 2024-04-30 | $2,773 | $2,773 |
| 3121.04 BLACKROCK LIQUIDITY FUND | P | 2022-11-30 | 2024-04-30 | $3,121 | $3,121 |
| 3064.12 BLACKROCK LIQUIDITY FUND | P | 2022-12-30 | 2024-04-30 | $3,064 | $3,064 |
| 3173.82 BLACKROCK LIQUIDITY FUND | P | 2023-01-31 | 2024-04-30 | $3,174 | $3,174 |
| 3035.85 BLACKROCK LIQUIDITY FUND | P | 2023-02-28 | 2024-04-30 | $3,036 | $3,036 |
| 3347.09 BLACKROCK LIQUIDITY FUND | P | 2023-03-31 | 2024-04-30 | $3,347 | $3,347 |
| 2960.52 BLACKROCK LIQUIDITY FUND | P | 2023-04-28 | 2024-04-30 | $2,960 | $2,960 |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $513 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $513 | SubtotalAmt |
| Tax Based On Investment Income | $513 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,352 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,352 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $839 | OverpaymentAmt |
| Applied To ES Tax | $839 | 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 | FL | 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 | JAMES K STULMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127248286 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 WEST 90TH STREET 5B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | 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 | false | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| STEPHEN L STULMAN | ||||||
| 151 CENTRAL PARK WEST | NEW YORK | NY | 10023 | DIRECTOR, PRES | 1.00 | $0 |
| JESSICA R SHEINMAN | ||||||
| 713 CROSSWIND AVENUE | SARASOTA | FL | 34240 | Director | 1.00 | $0 |
| JAMES K STULMAN | ||||||
| 490 WEST END AVENUE | NEW YORK | NY | 10024 | Director | 1.00 | $0 |
| LAURA COOPER | ||||||
| 18 BOWER STREET | SOUTH BURLINGTON | VT | 05403 | DIRECTOR, VP | 1.00 | $0 |
| ANDREA S DENNETT | ||||||
| 2 GREENACRE COURT | GREAT NECK | NY | 11021 | DIR, SEC, TREAS | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $749,258 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $644,767 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,394,025 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,394,025 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,910 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,373,115 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,656 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,656 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $513 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $513 | TotalTaxAmt |
| Distributable Before Adj | $68,143 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $68,143 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $68,143 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $219,243 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $219,243 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,143 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $131,864 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $101,554 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $125,374 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $494,300 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $325,232 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,178,324 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $219,243 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $68,143 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $151,100 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,329,424 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $131,864 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,197,560 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $101,554 | ExcessFromYear4Amt |
| Excess From Year3 | $125,374 | ExcessFromYear3Amt |
| Excess From Year2 | $494,300 | ExcessFromYear2Amt |
| Excess From Year1 | $325,232 | ExcessFromYear1Amt |
| Excess From Current Year | $151,100 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| KBY CONGREGATIONS TOGETHER | ||||||
| PO BOX 23170 | BROOKLYN | NY | 11202 | PUBLIC | RELIGIOUS | $34,000 |
| CONGREGATION B'NAI JESHURUN | ||||||
| 270 WEST 89TH STREET | NEW YORK | NY | 10024 | PUBLIC | RELIGIOUS, GENERAL OPERATING, TEEN PROGRAM | $30,313 |
| PEF ISRAEL ENDOWMENT | ||||||
| 630 THIRD AVENUE | NEW YORK | NY | 10017 | PUBLIC | RELIGIOUS, EDUCATION, RESEARCH | $30,000 |
| YALE ALUMNI FUND | ||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | PUBLIC | EDUCATIONAL | $250 |
| GIFT OF LIFE BONE MARROW FDN | ||||||
| 800 YAMATO ROAD | BOCA RATON | FL | 33431 | PUBLIC | MEDICAL RESEARCH, SUPPORT | $10,000 |
| TRINITY COLLEGE | ||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | PUBLIC | EDUCATION | $1,000 |
| TRUSTEES OF TRINITY COLLEGE | ||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | PUBLIC | EDUCATION, PARENTS FUND | $5,000 |
| SHALOM HARTMAN INSTITUTE OF N AMERI | ||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | PUBLIC | RELIGIOUS, CULTURAL EDUCATION | $45,000 |
| TRUSTEES OF TUFTS UNIVERSITY | ||||||
| 419 BOSTON AVENUE | MEDFORD | MA | 02165 | PUBLIC | EDUCATION | $10,000 |
| METROPOLITAN MUSEUM OF ART | ||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PUBLIC | CULTUTAL PROGRAMS, EDUCATION | $1,200 |
| FRIENDS OF YAD YOTZHOK | ||||||
| 1510 OCEAN PARKWAY | BROOKLYN | NY | 11230 | PUBLIC | COMMUNITY WELFARE | $1,000 |
| BEETHOVEN FESTIVAL ORCHESTRA | ||||||
| 800 RIVERSIDE DRIVE | NEW YORK | NY | 10032 | PUBLIC | CULTURAL PROGRAMS,MUSIC EDICATION | $250 |
| MIDWOOD HIGH SCHOOL | ||||||
| 2839 BEDFORD AVENUE | BROOKLYN | NY | 11210 | PUBLIC | MATH AND SCIENCE SCHOLARSHIP FUND | $1,170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $169,183 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,781 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $37,785 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,785 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $900 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SPDR S&P 500 ETF TRUST | StockNm |
| EOY Book Value | $216,088 | EOYBookValueAmt |
| EOYFMV | $813,479 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK, SERVICE FEES | $270 | |
| DUES TO PHILANTHROPIC SOCIETY | $1,660 | $1,660 |
| GRANT RESEARCH, MEDIA CONSULTANTS | $39,000 | $39,000 |
| INSURANCE | $646 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2023 IRS EXTENSION PAYMENT | CategoryTxt |
| Amt | $1,200 | Amt |
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