IRA DECAMP FOUNDATION UNDER THE WILL OF ELIZABETH DECAMP MCINERNY: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- IRA DECAMP FOUNDATION UNDER THE WILL OF ELIZABETH DECAMP MCINERNY (EIN 51-0138577)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-07-11
- IRS object ID
- 202541929349100709
- Schema version
- 2023v6.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-11T14:01:25-05:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 WOOD AVE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510138577 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE IRA DECAMP FOUNDATION XXXXX2009 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRAD | BusinessNameControlTxt |
| Phone | 8004962583 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN IL1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRYSTAL ZEC | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8004962583 | PhoneNum |
| Signature | 2025-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | 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 | HEATHER A HAWES | PreparerPersonNm |
| PTIN | P01379658 | PTIN |
| Phone | 7327679100 | PhoneNum |
| Preparation | 2025-07-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $107,408,230 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,355,271 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,336,972 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,175,782 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,757,620 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,175,782 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $51,349 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $51,349 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,582,402 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,564,103 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $493,277 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $248,828 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $244,450 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $127,608 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $51,113 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $43,378 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41,878 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $664,263 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $341,819 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $245,950 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,284,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,284,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,948,413 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $341,819 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,530,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,633,989 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,222,284 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $609,568 | CashBOYAmt |
| Cash EOY | $185,654 | CashEOYAmt |
| Cash EOYFMV | $185,654 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $827,143 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,103,507 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,103,507 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $48,392,942 | CorporateStockBOYAmt |
| Corporate Stock EOY | $49,810,854 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $80,014,920 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $18,190,238 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $19,704,966 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $18,785,321 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,606,460 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,453,987 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,318,828 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $71,626,351 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,258,968 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $107,408,230 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $71,626,351 | CapitalStockBOYAmt |
| Capital Stock EOY | $74,258,968 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $71,626,351 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $74,258,968 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $71,626,351 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $74,258,968 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $71,626,351 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,633,989 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22 | OtherIncreasesAmt |
| Subtotal | $74,260,362 | SubtotalAmt |
| Other Decreases | $1,394 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $74,258,968 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (90 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 3542. ISHARES TR S & P MIDCAP 400 INDEX FD | 2023-12-13 | $958,204 | $963,005 | -$4,801 | -$4,801 | ||
| 9300. ISHARES TR 7-10 YR TREAS INDEX FD | 2023-12-15 | $891,804 | $891,120 | $684 | $684 | 2023-02-21 | |
| 48864.469 VANGUARD TTL BD MKT IDX-ADM | 2023-12-15 | $472,519 | $528,478 | -$55,959 | -$55,959 | ||
| 4000. SPDR TR UNIT SER 1 | 2024-01-22 | $1,936,020 | $789,655 | $1,146,365 | $1,146,365 | ||
| 99847.222 VANGUARD TTL BD MKT IDX-ADM | 2024-01-22 | $956,536 | $1,032,020 | -$75,484 | -$75,484 | ||
| 9000. VANGUARD MORTGAGE-BACKED SEC | 2024-01-22 | $412,347 | $450,689 | -$38,342 | -$38,342 | 2022-03-31 | |
| 72406.69 SIX CIRCLES GLOBAL BOND | 2024-04-01 | $608,940 | $719,284 | -$110,344 | -$110,344 | 2020-08-19 | |
| 5015. VANGUARD BD INDEX FD INC | 2024-04-01 | $383,155 | $412,985 | -$29,830 | -$29,830 | 2021-07-22 | |
| 300. VANGUARD BD INDEX FD INC | 2024-04-01 | $22,924 | $24,705 | -$1,781 | -$1,781 | 2021-07-22 | |
| 3950. SPDR TR UNIT SER 1 | 2024-04-22 | $1,983,609 | $774,299 | $1,209,310 | $1,209,310 | 2015-09-14 | |
| 33358.043 SIX CIRCLES US UNCONSTR EQ | 2024-04-22 | $526,056 | $450,000 | $76,056 | $76,056 | 2023-06-28 | |
| 38614.056 SIX CIRCLES US UNCONSTR EQ | 2024-04-22 | $608,944 | $396,953 | $211,991 | $211,991 | 2019-04-05 | |
| . CASH RECEIPT SECURITIES LITIGATION | 2024-05-06 | $50 | $50 | $50 | |||
| 5300. VANGUARD BD INDEX FD INC | 2024-05-08 | $403,818 | $436,455 | -$32,637 | -$32,637 | ||
| 9550. VANGUARD INT-TERM CORPORATE | 2024-05-08 | $757,106 | $772,904 | -$15,798 | -$15,798 | 2023-12-15 | |
| 41289.023 SIX CIRCLES ULTR SHRT DUR | 2024-05-14 | $410,000 | $412,692 | -$2,692 | -$2,692 | 2018-10-18 | |
| 8000. VANGUARD BD INDEX FD INC | 2024-05-14 | $610,215 | $632,351 | -$22,136 | -$22,136 | ||
| 519. NEXTDECADE CORP | 2024-05-28 | $3,671 | $798 | $2,873 | $2,873 | 2015-06-15 | |
| 2887. NEXTDECADE CORP | 2024-05-28 | $20,158 | $4,438 | $15,720 | $15,720 | 2015-06-15 | |
| 1688. NEXTDECADE CORP | 2024-05-28 | $11,641 | $2,595 | $9,046 | $9,046 | 2015-06-15 | |
| 192. NEXTDECADE CORP | 2024-05-28 | $1,359 | $295 | $1,064 | $1,064 | 2015-06-15 | |
| 228. NEXTDECADE CORP | 2024-05-29 | $1,503 | $350 | $1,153 | $1,153 | 2015-06-15 | |
| 889. NEXTDECADE CORP | 2024-05-29 | $18,256 | $1,366 | $16,890 | $16,890 | 2015-06-15 | |
| 1481. NEXTDECADE CORP | 2024-05-29 | $9,688 | $444 | $9,244 | $9,244 | 2014-10-03 | |
| 359. NEXTDECADE CORP | 2024-05-29 | $2,347 | $108 | $2,239 | $2,239 | 2014-10-03 | |
| 3. NEXTDECADE CORP | 2024-05-29 | $20 | $1 | $19 | $19 | 2014-10-03 | |
| 1440. NEXTDECADE CORP | 2024-05-30 | $9,431 | $432 | $8,999 | $8,999 | 2014-10-03 | |
| 205. NEXTDECADE CORP | 2024-05-30 | $1,343 | $61 | $1,282 | $1,282 | 2014-10-03 | |
| 415. NEXTDECADE CORP | 2024-05-30 | $2,725 | $124 | $2,601 | $2,601 | 2014-10-03 | |
| 103. NEXTDECADE CORP | 2024-05-30 | $682 | $31 | $651 | $651 | 2014-10-03 | |
| 234. NEXTDECADE CORP | 2024-05-30 | $5,091 | $70 | $5,021 | $5,021 | 2014-10-03 | |
| 9904. JPMORGAN BETABUILDERS EUROPE ETF | 2024-07-12 | $605,340 | $587,877 | $17,463 | $17,463 | 2024-03-21 | |
| 1839. JPMORGAN BETABUILDERS EUROPE ETF | 2024-07-12 | $112,401 | $97,480 | $14,921 | $14,921 | 2023-01-26 | |
| 4757. JPMORGAN BETABUILDERS EUROPE ETF | 2024-07-12 | $290,652 | $252,155 | $38,497 | $38,497 | 2023-01-26 | |
| 2472. JPMORGAN BETABUILDERS DEVELO | 2024-07-12 | $125,630 | $142,354 | -$16,724 | -$16,724 | 2021-08-18 | |
| 8228. JPMORGAN BETABUILDERS DEVELO | 2024-07-12 | $417,559 | $473,823 | -$56,264 | -$56,264 | 2021-08-18 | |
| 214. SPDR TR UNIT SER 1 | 2024-07-12 | $120,166 | $41,949 | $78,217 | $78,217 | 2015-09-14 | |
| 2186. SPDR TR UNIT SER 1 | 2024-07-12 | $1,225,979 | $428,511 | $797,468 | $797,468 | 2015-09-14 | |
| 2400. SPDR TR UNIT SER 1 | 2024-08-26 | $1,352,380 | $460,646 | $891,734 | $891,734 | ||
| 2400. SPDR TR UNIT SER 1 | 2024-10-03 | $1,363,587 | $447,963 | $915,624 | $915,624 | 2016-02-12 | |
| 4179. VANGUARD BD INDEX FD INC | 2024-10-03 | $327,510 | $322,922 | $4,588 | $4,588 | 2024-07-24 | |
| 16571. VANGUARD BD INDEX FD INC | 2024-10-03 | $1,298,678 | $1,285,426 | $13,252 | $13,252 | 2022-05-31 | |
| 950. SPDR TR UNIT SER 1 | 2024-10-08 | $542,959 | $177,319 | $365,640 | $365,640 | 2016-02-12 | |
| 1. YORK CREDIT OPPORTUNITIES UNIT TRUST CLASS A - NEW ISSUES | 2024-10-31 | $42,881 | $161,900 | -$119,019 | -$119,019 | 2022-01-01 | |
| 1. NEXTDECADE CORP | 2024-10-31 | $2,805 | -$2,805 | -$2,805 | 2024-05-23 | ||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | -$98,264 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,175,782 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $100,390 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $100,390 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $100,390 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $89,496 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $61,435 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $150,931 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $286 | EsPenaltyAmt |
| Overpayment | $50,255 | OverpaymentAmt |
| Applied To ES Tax | $50,255 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN CHASE BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8004962583 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN ST MC IL1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | 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 |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN CHASE BANK NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN ST MC IL1-0111 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $493,277 | CompensationAmt |
| 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 |
| 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 | $101,829,131 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,707,194 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $104,536,325 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $104,536,325 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,568,045 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $102,968,280 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,148,414 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,148,414 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $100,390 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $100,390 | TotalTaxAmt |
| Distributable Before Adj | $5,048,024 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,048,024 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,048,024 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,530,100 | 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 | $4,530,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,048,024 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,277,184 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,530,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,277,184 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $252,916 | 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 |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,795,108 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Ira W DeCamp Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 CONNECTICUT AVE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2025332412 | RecipientPhoneNum |
| Form And Info And Materials | All submissions must be online | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Annual submission is July 15th | SubmissionDeadlinesTxt |
| Restrictions On Awards | Organizations must be classified by the Internal Revenue Service as public charities and tax-exempt under section 501 (c)(3) of the Internal Revenue Code of 1986. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THE EAGLE ACADEMY FOUNDATION INC | ||||||||
| 31 WEST 125TH STREET 3RD FLOOR | NEW YORK | NY | 10027 | NONE | PC | GENERAL | $75,000 | |
| CIT YLIVING NY INC | ||||||||
| 505 8TH AVENUE SUITE 1805 | New York | NY | 10018 | NONE | PC | GENERAL | $75,000 | |
| ANTHOS HOME INC | ||||||||
| 90 BROAD STREET SUITE 1703A | NEW YORK | NY | 10004 | NONE | PC | GENERAL | $75,000 | |
| BUILDING SKILLS NY | ||||||||
| 570 LEXINGTON AVENUE FLOOR 2 | New York | NY | 10022 | NONE | PC | GENERAL | $62,500 | |
| GRAMEENAMERICA INC | ||||||||
| 82-11 37TH AVENUE SUITE 607 | Jackson Heights | NY | 11372 | NONE | PC | GENERAL | $50,000 | |
| PROJECT RENEWAL INC | ||||||||
| 200 VARICK STREET 9TH FLOOR | NEW YORK | NY | 10014 | NONE | PC | GENERAL | $75,000 | |
| AT THE TABLE INC | ||||||||
| 609 WARREN STREET | BROOKLYN | NY | 11218 | NONE | PC | GENERAL | $75,000 | |
| THE KALEIDOSCOPE FOUNDATION INC | ||||||||
| 28 W 25TH STREET | New York | NY | 10010 | NONE | PC | GENERAL | $25,000 | |
| CASA-NYC | ||||||||
| 48 WALL STREET 11TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | GENERAL | $75,000 | |
| ICAHN SCHOOL OF MEDICINE AT MOUNT | ||||||||
| ONE GUSTAVE L LEVY PLACE BOX 104 | NEW YORK | NY | 10029 | NONE | PC | GENERAL | $60,000 | |
| CATHOLIC CHARITIES COMMUNITY | ||||||||
| 1011 FIRST AVENUE 11TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | GENERAL | $50,000 | |
| CHILDRENS VILLAGE | ||||||||
| 1 ECHO HILLS | DOBBS FERRY | NY | 10522 | NONE | PC | GENERAL | $75,000 | |
| FOSTERING MEDIA CONNECTIONS | ||||||||
| PO BOX 861928 | LOS ANGELES | CA | 90086 | NONE | PC | GENERAL | $25,000 | |
| FUND FOR THE CITY OF NEW YORK | ||||||||
| 224 W 30TH ST STE 804 | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $385,000 | |
| MOBILIZATION FOR JUSTICE INC | ||||||||
| 100 WILLIAM STREET 6TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL | $50,000 | |
| CORO NEW YORK LEADERSHIP CENTER | ||||||||
| 42 BROADWAY SUITE 2001 | NEW YORK | NY | 10004 | NONE | PC | GENERAL | $60,000 | |
| CARE FOR THE HOMELESS | ||||||||
| 30 EAST 33RD STREET 5TH FL | NEW YORK | NY | 10016 | NONE | PC | GENERAL | $100,000 | |
| PRIMARY CARE DEVELOPMENT CORP | ||||||||
| 45 BROADWAY STE 530 | NEW YORK | NY | 10006 | NONE | PC | GENERAL | $50,000 | |
| COMMUNITY FUNDS INC | ||||||||
| 909 THIRD AVENUE 22ND FLOOR | NEW YORK | NY | 10022 | NONE | PC | GENERAL | $75,000 | |
| THE DOOR- A CENTER OF | ||||||||
| 121 AVENUE OF THE AMERICAS SUITE | NEW YORK | NY | 10013 | NONE | PC | GENERAL | $50,000 | |
| CHILDRENS RIGHTS INC | ||||||||
| 88 PINE STREET | Suite | NY | 10005 | NONE | PC | GENERAL | $25,000 | |
| NEW YORK SCHOOL-BASED HEALTH FOUNDATION | ||||||||
| 70 WEST 95TH STREET 7C | NEW YORK | NY | 10025 | NONE | PC | GENERAL | $100,000 | |
| CHILDREN'S AID | ||||||||
| 117 W 124TH STREET 5TH FLOOR | NEW YORK | NY | 10027 | NONE | PC | GENERAL | $60,000 | |
| SAMUEL FIELD YM & YWHA INC | ||||||||
| 58-20 LITTLE NECK PARKWAY | Little Neck | NY | 11362 | NONE | PC | GENERAL | $75,000 | |
| CITY FUTURES INC | ||||||||
| 80 8TH AVENUE SUITE 704 | NEW YORK | NY | 10011 | NONE | PUBLIC | GENERAL | $50,000 | DBA CENTER FOR AN URBAN FUTURE |
| WORKFORCE PROFESSIONALS TRAINING | ||||||||
| 11 PARK PLACE SUITE 701 | NEW YORK | NY | 10007 | NONE | PC | GENERAL | $60,000 | INSTITUTE |
| HOT BREAD KITCHEN | ||||||||
| 630 FLUSHING AVENUE MAILBOX 65 | BROOKLYN | NY | 11206 | NONE | PC | GENERAL | $75,000 | |
| UNITED CEREBRAL PALSY OF NEW YORK CITY | ||||||||
| 80 MAIDEN LANE FLOOR 8 | NEW YORK | NY | 10038 | NONE | PC | GENERAL | $35,000 | |
| CATHOLIC MANAGED LONG TERMCARE INC | ||||||||
| 205 LEXINGTON AVE 2ND FLOOR | NEW YORK | NY | 10016 | NONE | PC | GENERAL | $100,000 | |
| BRONXWORKS INC | ||||||||
| 60 EAST TREMONT AVENUE WESTERN ENT | Bronx | NY | 10453 | NONE | PC | GENERAL | $75,000 | |
| MERCYFIRST | ||||||||
| 525 CONVENT ROAD | Syosset | NY | 11791 | NONE | PC | GENERAL | $35,000 | |
| CEC STUYVESANT COVE INC DBA SOLAR ONE | ||||||||
| 9-03 44TH ROAD SUITE 201 | LONG ISLAND CITY | NY | 11101 | NONE | PC | GENERAL | $60,000 | |
| THE AGED OF THE LITTLE SISTERS OF THE | ||||||||
| 2999 SCHURZ AVENUE | Bronx | NY | 10465 | NONE | PC | GENERAL | $60,000 | |
| FJC | ||||||||
| 395 RIVERSIDE DRIVE 8D | New York | NY | 10272 | NONE | PC | GENERAL | $75,000 | |
| HEARTS TO HOMES FURNISHINGS INC | ||||||||
| 51 LINDBERGH PLACE | Yonkers | NY | 10707 | NONE | PC | GENERAL | $35,000 | |
| EDEN II PROGRAMS | ||||||||
| 15 BEACH STREET | Staten Island | NY | 10304 | NONE | PC | GENERAL | $40,000 | |
| PURSUIT TRANSFORMATION COMPANY INC | ||||||||
| 47-10 AUSTELL PLACE 2ND FLOOR | LONG ISLAND CITY | NY | 11101 | NONE | PC | GENERAL | $60,000 | |
| GOODWILL INDUSTRIES OF GREATER NY | ||||||||
| 111 EAST 59TH STREET | New York | NY | 10022 | NONE | PC | GENERAL | $125,000 | |
| ST NICKS ALLIANCE CORP | ||||||||
| 2 KINGSLAND AVENUE | Brooklyn | NY | 11211 | NONE | PC | GENERAL | $75,000 | |
| THE NEW YORK FOUNDLING | ||||||||
| 1100 PARK AVENUE SUITE 10 | New York | NY | 10128 | NONE | PC | GENERAL | $150,000 | |
| COUNCIL OF FAMILY AND CHILD CARING | ||||||||
| 254 WEST 31ST STREET 5TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $75,000 | AGENCIES |
| COMMUNITY FOUNDATION OF NEW JERSEY | ||||||||
| PO BOX 338 | MORRISTOWN | NJ | 079630338 | NONE | PC | GENERAL | $125,000 | |
| RISING GROUND FOR THE CO-PARENTING | ||||||||
| 151 LAWRENCE STREET 5TH FLOOR | BROOKLYN | NY | 11201 | NONE | PC | GENERAL | $100,000 | PROGRAM |
| Drive Change | ||||||||
| 630 FLUSHING AVE | BROOKLYN | NY | 11206 | NONE | PC | GENERAL | $50,000 | |
| THE ANDROMEDA COMMUNITY INITIATIVE INC | ||||||||
| 49-12 31ST PLACE | LONG ISLAND CITY | NY | 11101 | NONE | PC | GENERAL | $50,000 | |
| NEW SCHOOL OPERATING | ||||||||
| 72 FIFTH AVENUE 6TH FLOOR | NEW YORK | NY | 10011 | NONE | PC | GENERAL | $50,000 | |
| COMMUNITY HEALTH PROJECT INC | ||||||||
| 356 W 18TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL | $100,000 | |
| YOUTH COMMUNICATION NEW YORK CENTER INC | ||||||||
| 242 W 38TH ST | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $60,000 | |
| GRACE INSTITUTE | ||||||||
| 40 RECTOR STREET 14TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL | $80,000 | |
| GRANTMAKERS IN HEALTH | ||||||||
| 1100 CONNECTICUT AVENUE NW SUIT | WASHINGTON | DC | 200364110 | NONE | PC | GENERAL | $6,650 | |
| FOSTERING CHANGE FOR CHILDREN | ||||||||
| PO BOX 1027 ROCKY POINT | ROCKY POINTNEW YORK | NY | 11778 | NONE | PC | GENERAL | $50,000 | |
| YOU GOTTA BELIEVE THE OLDER CHILD | ||||||||
| 3114 MERMAID AVE | BROOKLYN | NY | 11224 | NONE | PC | GENERAL | $75,000 | ADOPTION AND PERMANENCY MOVEMENT |
| GRAHAM-WINDHAM | ||||||||
| ONE PIERREPONT PLAZA SUITE 901 | BROOKLYN | NY | 11201 | NONE | PC | GENERAL | $75,000 | |
| FOOTSTEPS | ||||||||
| 200 VARICK ST | NEW YORK | NY | 10014 | NONE | PC | GENERAL | $75,000 | |
| ADOPTIVE AND FOSTER FAMILY COALITION | ||||||||
| 3114 MERMAID AVENUE 4TH FLOOR | BROOKLYN | NY | 11224 | NONE | PC | GENERAL | $75,000 | |
| JOBS FIRST NYC | ||||||||
| 11 PARK PLACE SUITE 1106 | NEW YORK | NY | 10007 | NONE | PC | GENERAL | $50,000 | |
| THE HOPE PROGRAM | ||||||||
| 1 SMITH ST 4TH FLOOR | BROOKLYN | NY | 11201 | NONE | PC | GENERAL | $75,000 | |
| COMMUNITY HEALTH CARE ASSOCIATION | ||||||||
| 111 BROADWAY SUITE 1402 | NEW YORK | NY | 10006 | NONE | PC | GENERAL | $100,000 | OF NEW YORK STATE |
| ADVOCATES FOR CHILDREN OF NEW YORK | ||||||||
| 151 WEST 30TH STREET 5TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,284,150 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,355,271 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,175,782 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 1 | $40 |
| PARTNERSHIP INCOME | 1 | $51,309 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,582,402 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,582,402 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 921937603 VANGUARD TTL BD MKT | $2,363,634 | $2,252,850 |
| 83002G108 SIX CIRCLES ULTR SHR | $1,014,825 | $1,022,068 |
| 464287432 ISHARES 20+ YEAR TRE | $1,250,635 | $933,745 |
| 83002G702 SIX CIRCLES GLOBAL B | $3,546,386 | $3,080,365 |
| 83002G884 SIX CIRCLES CREDIT O | $5,406,789 | $5,297,452 |
| 921937827 VANGUARD SHORT-TERM | $1,646,577 | $1,663,126 |
| 92206C771 VANGUARD MORTGAGE-BA | ||
| 464287440 ISHARES 7-10 YEAR TR | $1,020,663 | $1,039,720 |
| 46435U853 ISHARES BROAD USD HI | $1,316,336 | $1,325,541 |
| 92203J407 VANGUARD TOTAL INTL | $1,010,462 | $1,031,274 |
| 92206C870 VANGUARD INT-TERM CO | $1,128,659 | $1,139,180 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 464287465 ISHARES MSCI EAFE ET | $766,186 | $1,250,963 |
| 78462F103 SPDR S&P 500 ETF TRU | $2,218,251 | $9,112,456 |
| 83002G405 SIX CIRCLES INTL UNC | $6,504,293 | $7,731,208 |
| 83002G306 SIX CIRCLES US UNCON | $7,761,167 | $14,122,409 |
| 315911750 FIDELITY 500 INDEX F | $14,910,210 | $28,384,451 |
| 315911727 FIDELITY INTL INDX-I | $10,609,397 | $11,353,048 |
| 46641Q191 JPMORGAN BETABUILDER | $1,402,219 | $1,560,375 |
| 46641Q217 JPMORGAN BETABUILDER | $3,052,124 | $3,518,315 |
| 46641Q225 JPMORGAN BETABUILDER | $894,096 | $1,364,670 |
| 46641Q233 JPMORGAN BETABUILDER | $1,692,911 | $1,617,025 |
| 464287507 ISHARES CORE S&P MID |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 120169966 YORK CREDIT OPPORTUN | AT COST | $17,820 | $18,880 |
| 884290925 THIRD POINT OFFSHORE | |||
| HFNWMACH8 EMERGING MARKET CURR | AT COST | $811,014 | $1,345,440 |
| HECTUAJD3 COATUE OFFSHORE FUND | AT COST | $280,098 | $1,690,460 |
| 811212919 GWL REAL ESTATE PLUS | AT COST | $999,583 | $2,219,521 |
| HEARSAA09 ARISTEIA INTERNATION | AT COST | $950,000 | $1,018,864 |
| HETPPAJS6 THIRD POINT OFFSHORE | AT COST | $368,588 | $968,109 |
| HETPPALN4 THIRD POINT OFFSHORE | AT COST | $26,884 | $57,554 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND ADJUSTMENT | $149 |
| COST BASIS ADJUSTMENT | $1,245 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NY ATTORNEY GENERAL FEE | $1,500 | $0 | $1,500 |
| PARTNERSHIP EXPENSES | $41,878 | $41,878 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | $51,309 | $51,309 |
| OTHER INCOME | $40 | $40 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $22 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $22,000 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $54,495 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $43,515 | $43,515 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $7,598 | $7,598 | $0 |
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