BETA

THOMAS E HARVEY & CATHLEEN P BLACK FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THOMAS E HARVEY & CATHLEEN P BLACK FOUNDATION (EIN 35-7160987)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-10
IRS object ID
202243149349100529
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)
Return2022-11-10T09:35:45-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN132738625PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DDK & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PENN PLAZA 6TH FLRAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10119ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN357160987EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THOMAS E HARVEY & CATHLEEN P BLACKBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTHOMBusinessNameControlTxt
Phone2125991381PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO BBM 501 MADISON AVENUE 601AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCATHLEEN P BLACKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2125991381PhoneNum
Signature2022-11-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCATHLEENPersonFirstNm
Person LastBLACKPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY FEINMANPreparerPersonNm
PTINP00227146PTIN
Phone2129970600PhoneNum

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$2,845,623FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$56,498DividendsRevAndExpnssAmt
Dividends Net Invst Incm$56,498DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$175,499NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$881,888GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$175,499CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$231,997TotalRevAndExpnssAmt
Total Net Invst Incm$231,997TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$2,051TaxesRevAndExpnssAmt
Taxes Net Invst Incm$351TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$31,303OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$30,893OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$410OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$33,354TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$31,244TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$410TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$155,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$155,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$188,404TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$31,244TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$155,460TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$43,593ExcessRevenueOverExpensesAmt
Net Investment Income$200,753NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$90,222CashBOYAmt
Cash EOY$33,064CashEOYAmt
Cash EOYFMV$33,064CashEOYFMVAmt
Sav And Temp Cash Invst BOY$107,994SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$70,614SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$70,614SavAndTempCashInvstEOYFMVAmt
Other Assets BOY$2,120,006OtherAssetsBOYAmt
Other Assets EOY$2,258,137OtherAssetsEOYAmt
Other Assets EOYFMV$2,741,945OtherAssetsEOYFMVAmt
Total Assets BOY$2,318,222TotalAssetsBOYAmt
Total Assets EOY$2,361,815TotalAssetsEOYAmt
Total Assets EOYFMV$2,845,623TotalAssetsEOYFMVAmt
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$2,318,222RetainedEarningBOYAmt
Retained Earning EOY$2,361,815RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,318,222TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,361,815TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,318,222TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,361,815TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,318,222TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$43,593ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,361,815SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,361,815TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
NATIONAL FINANCIAL SERVICES LLC NBJ-002602$66,201$47,765$18,436$18,436
NATIONAL FINANCIAL SERVICES LLC NBJ-002602$179,265$98,924$80,341$80,341
NATIONAL FINANCIAL SERVICES LLC NBJ-002603$40,000$40,303-$303-$303
NATIONAL FINANCIAL SERVICES LLC NBJ-002603$237,075$231,577$5,498$5,498
NATIONAL FINANCIAL SERVICES LLC NBJ-002604$224,121$194,737$29,384$29,384
NATIONAL FINANCIAL SERVICES LLC NBJ-002604$134,273$93,083$41,190$41,190
THRU BROOKFIELD INFRASTRUCTURE PARTNERS, L.P.$286$286$286
CAPITAL GAINS DIVIDENDS$667$667$667P
FieldValueIRS element (for citing)
Capital Gain Net Income$175,499CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,790InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,790SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,790TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,218EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$6,300ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,518TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,728OverpaymentAmt
Applied To ES Tax$4,728AppliedToESTaxAmt
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 BooksBRAUN BUSINESS MANAGEMENTIndividualWithBooksNm
Phone2125996013PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 MADISON AVENUE SUITE 601AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CATHLEEN P BLACK
C/O BRAUN 501 MADISON AVE SUITE 601NEW YORKNY10022TRUSTEE3.00$0$0$0
THOMAS E HARVEY
C/O BRAUN 501 MADISON AVE SUITE 601NEW YORKNY10022TRUSTEE3.00$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

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$2,613,233AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$218,756AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,831,989TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,831,989AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$42,480CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,789,509NetVlNoncharitableAssetsAmt
Minimum Investment Return$139,475MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$139,475MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,790TaxBasedOnInvestmentIncomeAmt
Total Tax$2,790TotalTaxAmt
Distributable Before Adj$136,685DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$136,685DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$136,685DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$155,460ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$155,460QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$136,685DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$11,964ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$21,484ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$54,160ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$266,126ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$353,734TotalExcessDistributionCyovAmt
Qualifying Distributions$155,460QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$136,685AppliedToCurrentYearAmt
Remaining Distri From Corpus$18,775RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$372,509TotalCorpusAmt
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$372,509ExcessDistriCyovToNextYrAmt
Excess From Year4$11,964ExcessFromYear4Amt
Excess From Year3$21,484ExcessFromYear3Amt
Excess From Year2$54,160ExcessFromYear2Amt
Excess From Year1$266,126ExcessFromYear1Amt
Excess From Current Year$18,775ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCATHLEEN P BLACKContributingManagerNm
Contributing ManagerTHOMAS E HARVEYContributingManagerNm
Shareholder ManagerCATHLEEN P BLACKShareholderManagerNm
Shareholder ManagerTHOMAS E HARVEYShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SOUTHAMPTON VILLAGE VOLUNTEER
1232 N SEA RDSOUTHAMPTONNY11968PCGENERAL USE$100
JUDICIAL WATCH
425 SRD ST SWWASHINGTONDC20024PCGENERAL USE$100
THE FUND FOR PARK AVENUE
445 PARK AVENEW YORKNY10022PCGENERAL USE$100
BAY STREET THEATER
PO BOX 810SAG RARBORNY11963POFGENERAL USE$250
NEW SKETE MONASTERIES
273 NEW SKETE LANECAMBRIDGENY12816POFGENERAL USE$250
ALZHEIMER'S DRUG DISCOVERY FOUNDATION
57 WEST 57TH STNEW YORKNY10019PCGENERAL USE$1,000
ARTISTS FELLOWSHIP INC
47 FIFTH AVENEW YORKNY10003POFGENERAL USE$1,000
BRIDGEHAMPTON CHILD CARE AND RECREATIONAL CENTER
551 SAG HARBOR TPKEBRIDGEHAMPTONNY11932POFGENERAL USE$1,000
CAREERS THROUGH CULINARY ARTS PROGRAM INC
50 S EIGHTH AVE STE 1400NEW YORKNY10018PCGENERAL USE$1,000
CENTRAL PARK CONSERVANCY INC
14 EAST 60TH STREETNEW YORKNY10022PCGENERAL USE$1,000
CITYMEALS-ON-WHEELS
355 LEXINGTON AVENUENEW YORKNY10017PCGENERAL USE$1,000
SHARE OUR STRENGTH
1030 15TH ST NW 1100WWASHINGTONDC20005PCGENERAL USE$1,000
THE ACADEMY FOR TEACHERS
10 WEST 90TH STREETNEW YORKNY10024PCGENERAL USE$1,000
THE LORDS PLACE
2808 N AUSTRALIAN AVEWEST PALM BEACHFL33407PCGENERAL USE$1,000
WHITE HOUSE FELLOWS FOUNDATION
1750 PENNSYLVANIA AVENUE NW 300WASHINGTONDC20006POFGENERAL USE$1,000
WOMEN IN NEED
115 WEST 31ST STREETNEW YORKNY10001PCGENERAL USE$1,000
NEW YORK THEATRE WORKSHOP
79 EAST 4TH STNEW YORKNY10003PCGENERAL USE$1,000
NORTON MUSEUM OF ART
1450 S DIXIE HWYWEST PALM BEACHFL33401PCGENERAL USE$1,000
DRESS FOR SUCCESS PALM BEACHES INC
2459 S CONGRESS AVEWEST PALM BEACHFL33406PCGENERAL USE$1,500
CHARLESTON PLAYHOUSE
44 GEORGE STCHARLESTONSC29401PCGENERAL USE$1,500
ALL STARS PROJECT
543 W 42ND STNEW YORKNY10036POFGENERAL USE$2,500
THE PERLMAN MUSIC PROGRAM
19 WEST 69TH STNEW YORKNY10023PCGENERAL USE$2,750
COUNCIL ON FOREIGN RELATIONS
58 E 68TH STNEW YORKNY10065PCGENERAL USE$3,000
AMERICAN RED CROSS
431 18TH ST NWWASHINGTONDC20006PCGENERAL USE$5,000
HOPE COMMUNITY CENTER INC
800 S HAWTHORNE AVEAPOPKAFL32703POFGENERAL USE$5,000
NEW HOUR FOR WOMEN AND CHILDREN
PO BOX 213BRENTWOODNY11717POFGENERAL USE$5,000
THE ARMORY ART CENTER INC
811 PARK PLACEWEST PALM BEACHFL33401PCGENERAL USE$5,000
MUSEUM OF JEWISH HERITAGE
36 BATTERY PLNEW YORKNY10280PCGENERAL USE$5,000
WESTSIDE BABY
10002 14TH AVE SWSEATTLEWA98126PCGENERAL USE$5,000
HISPANIC SOCIETY OF AMERICA
613 WEST 155TH STNEW YORKNY10032PCGENERAL USE$15,000
LINCOLN CENTER FOR THE PERFORMING ARTS
10 LINCOLN CENTER PLAZANEW YORKNY10023PCGENERAL USE$35,000
UNICEF USA
125 MAIDEN LANENEW YORKNY10038PCGENERAL USE$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$155,050TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF NOTRE DAMEBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1UNIVERSITY OF NOTRE DAMEAddressLine1Txt
CityNOTRE DAMECityNm
State AbbreviationINStateAbbreviationCd
ZIP46556ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPOFRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL USEGrantOrContributionPurposeTxt
Amt$50,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$50,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$56,498ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$175,499ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$231,997ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$231,997TotalIncomeProducingActyAmt

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

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescBROKERAGE ACCOUNTSDesc
BOY Book Value$2,120,006BOYBookValueAmt
EOY Book Value$2,258,137EOYBookValueAmt
EOYFMV$2,741,945EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL AD$160$0$160
ANNUAL FEE$250$0$250
INVESTMENT FEES$22,095$22,095$0
ACCRUED INTEREST ON PURCHASE OF OBLIGATIONS$1,464$1,464$0
BOND PREMIUM AMORTIZATION$7,169$7,169$0
OTHER EXPENSES$165$165$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$351$351$0
EXCISE TAX$1,700$0$0

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