THE CATHERINE AND JOSEPH ARESTY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE CATHERINE AND JOSEPH ARESTY FOUNDATION INC (EIN 13-3962647)
- Tax period
- 2019-08-01 to 2020-07-31
- Filed
- 2021-02-23
- IRS object ID
- 202100549349100210
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-23T15:17:14-06:00 | ReturnTs |
| Tax Period End | 2020-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WOOD AVE SO STE 600 | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 088302700 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133962647 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CATHERINE AND JOSEPH ARESTY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ALFRED DUNNER INC | InCareOfNm |
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 2129446660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ALFRED DUNNER 1333 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN ARESTY | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Signature | 2021-02-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOWARD KLEIN | PreparerPersonNm |
| PTIN | P01358590 | PTIN |
| Phone | 7322437000 | PhoneNum |
| Preparation | 2021-02-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,747,759 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $582,933 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $582,933 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $124,988 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,370,968 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $124,988 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $707,921 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $707,921 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $99,996 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,999 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $79,997 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $45,973 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,973 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $24,247 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,599 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,396 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,650 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,650 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $172,866 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,571 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $89,043 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,132,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,132,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,304,866 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,571 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,221,043 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$596,945 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $640,350 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $218,961 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,617,765 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,617,765 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $14,604,676 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,567,477 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,599,100 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $9,428,649 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,497,010 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $16,530,894 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $24,252,286 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,682,252 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,747,759 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $26,911 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,911 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $24,252,286 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,655,341 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,252,286 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,655,341 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,252,286 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,682,252 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,252,286 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$596,945 | ExcessRevenueOverExpensesAmt |
| Subtotal | $23,655,341 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $23,655,341 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| JPMORGAN X2173 | $1,036,606 | $1,013,679 | $22,927 | $22,927 | |
| JPMORGAN X2165 | $426,932 | $417,656 | $9,276 | $9,276 | |
| JPMORGAN X2173 | $1,048,989 | $1,007,854 | $41,135 | $41,135 | |
| JPMORGAN X2482 | $18,466,329 | $18,422,634 | $43,695 | $43,695 | |
| JPMORGAN X2165 | $390,103 | $384,157 | $5,946 | $5,946 | |
| CAPITAL GAIN DIVIDENDS | $2,009 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $124,988 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,146,984 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $24,478,009 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046858 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,076,314 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $23,493,696 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045813 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,150,947 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,620,129 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053235 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,026,421 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,567,551 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045482 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,140,170 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $23,550,165 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048415 | DistributionYr5Rt |
| Total Distribution | 0.239803 | TotalDistributionRt |
| Average Distribution | 0.047961 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $24,705,480 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,184,900 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,404 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,191,304 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,221,043 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $6,404 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,404 | SubtotalAmt |
| Tax Based On Investment Income | $6,404 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,252 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $8,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $10,252 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $177 | EsPenaltyAmt |
| Overpayment | $3,671 | OverpaymentAmt |
| Applied To ES Tax | $3,671 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALFRED DUNNER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129446660 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| CATHERINE ARESTY | ||||||||
| C/O ALFRED DUNNER INC | BROADWAYFL NY | NY | 10018 | Chairman | 0.25 | $0 | $0 | $0 |
| STEVEN ARESTY | ||||||||
| C/O ALFRED DUNNER INC | BROADWAYFL NY | NY | 10018 | treasurer | 20.0 | $99,996 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,014,781 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,925 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,081,706 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,081,706 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $376,226 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,705,480 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,235,274 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,235,274 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,404 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,404 | TotalTaxAmt |
| Distributable Before Adj | $1,228,870 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,228,870 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,228,870 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,221,043 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,221,043 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,404 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,214,639 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,228,870 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,124,248 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,221,043 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,124,248 | AppliedToYear1Amt |
| Applied To Current Year | $96,795 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,132,075 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CATHERINE ARESTY AND JOSEPH ARESTY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| academy for teachers | |||||||
| 10 west 90th street - no 9 | new yoRK | NY | 10024 | NONE | PC | general fund | $20,000 |
| ALLIANCE FOR QUALITY EDUC | |||||||
| 94 CENTRAL AVENUE | ALBANY | NY | 12206 | NONE | PC | GENERAL FUND | $1,000 |
| ARBOR BROTHERS | |||||||
| 349 5TH AVENUE | NEW YORK | NY | 10016 | NONE | PC | GENERAL FUND | $50,000 |
| Broadway Housing Communities | |||||||
| 583 Riverside Drive | New York | NY | 10031 | NONE | PC | GENERAL FUND | $20,000 |
| ECP NYC formerly CCEEF | |||||||
| 909 Third Ave | New York | NY | 10022 | NONE | PC | GENERAL FUND | $50,000 |
| Citizen's Committee for Children | |||||||
| 14 Wall St | New York | NY | 10005 | NONE | PC | GENERAL FUND | $25,000 |
| City Harvest | |||||||
| 6 East 32nd St | New York | NY | 10016 | NONE | PC | GENERAL FUND | $25,000 |
| Cornelia Connelly Center | |||||||
| 220 East 4th Street | New York | NY | 10009 | NONE | PC | GENERAL FUND | $10,000 |
| De La Salle Academy | |||||||
| 332 West 43rd St | new york | NY | 10036 | NONE | PC | GENERAL FUND | $15,000 |
| Donor's Education Collaborative | |||||||
| NYCT 909 Third Ave | new york | NY | 10022 | NONE | PC | GENERAL FUND | $100,000 |
| Food Bank for NYC | |||||||
| 39 Broadway | new york | NY | 10006 | NONE | PC | GENERAL FUND | $10,000 |
| George Jackson Academy | |||||||
| 104 St Marks Place | new york | NY | 10009 | NONE | PC | GENERAL FUND | $15,000 |
| Harlem Academy | |||||||
| 1330 Fifth Ave | new york | NY | 10026 | NONE | PC | GENERAL FUND | $125,000 |
| Community Resource Center | |||||||
| 134 Center Ave | Mamaroneck | NY | 10543 | NONE | PC | GENERAL FUND | $100,000 |
| Hudson River Community Sailing | |||||||
| PO Box 20677 | new york | NY | 10011 | NONE | PC | GENERAL FUND | $10,000 |
| Lang Scholars at NY Col Psbn | |||||||
| 654 West 170th St | new york | NY | 10032 | NONE | PC | GENERAL FUND | $25,000 |
| Mamaroneck Larchmont Student Aid Fund | |||||||
| PO Box 606 | Larchmont | NY | 10538 | NONE | PC | GENERAL FUND | $1,000 |
| NYU Research Alliance | |||||||
| 285 Mercer St | new york | NY | 10003 | NONE | PC | GENERAL FUND | $50,000 |
| Planned Parenthood of NYC | |||||||
| 26 Bleeker St | new york | NY | 10012 | NONE | PC | GENERAL FUND | $50,000 |
| Posse Foundation | |||||||
| 14 Wall Street Suite 8A-60 | new york | NY | 10005 | NONE | PC | GENERAL FUND | $10,000 |
| Prep for Prep | |||||||
| 328 West 71st Street | new york | NY | 10023 | none | PC | GENERAL FUND | $50,000 |
| Sponsors for Educational Opportunity | |||||||
| 55 Exchange Place | new york | NY | 10005 | NONE | PC | GENERAL FUND | $10,000 |
| St Thomas Church | |||||||
| 168 West Boston Post Road | Mamaroneck | NY | 10543 | NONE | PC | GENERAL FUND | $25,000 |
| Swearer Center for Public Service | |||||||
| Box 1893 | Providence | RI | 02912 | NONE | PC | GENERAL FUND | $25,000 |
| Symphony Space | |||||||
| 2537 Broadway | new york | NY | 10025 | NONE | PC | GENERAL FUND | $10,000 |
| Teak Fellowship | |||||||
| 16 West 22nd Street | new york | NY | 10010 | NONE | PC | GENERAL FUND | $20,000 |
| United Neighborhood Houses | |||||||
| 70 West 36th Street 5th Floor | new york | NY | 10018 | NONE | PC | GENERAL FUND | $15,000 |
| University of Rochester | |||||||
| 300 East River Road | Rochester | NY | 14623 | NONE | PC | GENERAL FUND | $170,000 |
| Westside Campaign Against Hunger | |||||||
| 263 West 86th St | new york | NY | 10024 | NONE | PC | GENERAL FUND | $40,000 |
| Wharton | |||||||
| 344 Vance Hall 3733 Spruce St | Philadelphia | PA | 19104 | NONE | PC | GENERAL FUND | $25,000 |
| falconn | |||||||
| 13 Waverly Pl | Stamford | CT | 06902 | none | PC | GENERAL FUND | $5,000 |
| morningside center for teaching | |||||||
| 475 Riverside Dr 550 | new york | NY | 10115 | none | PC | general fund | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,132,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $582,933 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $124,988 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $707,921 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $707,921 | 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 |
Depreciation Schedule DepreciationSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FILING FEES | $750 | $750 |
| DUES | $1,900 | $1,900 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $26,911 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $45,973 | Amt |
| Net Investment Income | $45,973 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $16,252 | ||
| PAYROLL TAX EXPENSE | $7,995 | $1,599 | $6,396 |