THE CHARLENE AND DAVID HOWE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE CHARLENE AND DAVID HOWE FOUNDATION (EIN 20-0370098)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-08-05
- IRS object ID
- 202102179349100505
- Schema version
- 2019v5.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-05T10:08:12-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061667465 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRAGER METIS CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SUNNYSIDE BLVD SUITE 200 | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200370098 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHARLENE AND DAVID HOWE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O PRAGER METIS CPAS LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 5169218900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SUNNYSIDE BLVD SUITE 200 | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID S HOWE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5169218900 | PhoneNum |
| Signature | 2021-06-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTONIO GARGANO | PreparerPersonNm |
| PTIN | P00545241 | PTIN |
| Phone | 5169218900 | PhoneNum |
| Preparation | 2021-06-28 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,986,178 | 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 | $476 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $476 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,422 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,422 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,614,829 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,014,140 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,614,829 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,624,727 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,624,727 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,907 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,835 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,072 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $46 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $346 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $346 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,549 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,227 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,322 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $292,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $292,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $300,049 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,227 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $294,822 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,324,678 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,619,500 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $468,488 | CashBOYAmt |
| Cash EOY | $843,883 | CashEOYAmt |
| Cash EOYFMV | $843,883 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,058,838 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,009,196 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,142,295 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,527,326 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,853,079 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,986,178 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $58,164 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $59,239 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $58,164 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $59,239 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,469,162 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,793,840 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,469,162 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,793,840 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,527,326 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,853,079 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,469,162 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,324,678 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,793,840 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,793,840 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| THRU GGH & CO - SHORT-TERM PORTION | P | 2019-12-01 | 2020-11-30 | $540,189 | $403,780 | $136,409 | $136,409 |
| THRU GGH & CO - LONG-TERM PORTION | P | 2019-12-01 | 2020-11-30 | $2,473,951 | $995,531 | $1,478,420 | $1,478,420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,614,829 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $308,360 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,347,622 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048579 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $146,802 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,333,485 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.027525 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $133,685 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,292,899 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040598 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $127,408 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,464,546 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051696 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $126,473 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,765,432 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045734 | DistributionYr5Rt |
| Total Distribution | 0.214132 | TotalDistributionRt |
| Average Distribution | 0.042826 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,373,366 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $358,598 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,195 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $374,793 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $294,822 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,390 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32,390 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32,390 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,988 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,988 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $11,402 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NOT APPLICABLE | WebsiteAddressTxt |
| Individual With Books | DAVID S HOWE | IndividualWithBooksNm |
| Phone | 5169218900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SUNNYSIDE BLVD SUITE 200 | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| CHARLENE W HOWE | ||||||||
| 200 EAST 69TH STREET | NEW YORK | NY | 10021 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DAVID S HOWE | ||||||||
| 200 EAST 69TH STREET | NEW YORK | NY | 10021 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,920,887 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $579,992 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,500,879 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,500,879 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $127,513 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,373,366 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $418,668 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $418,668 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,390 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,390 | TotalTaxAmt |
| Distributable Before Adj | $386,278 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $386,278 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $386,278 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $294,822 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $294,822 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $294,822 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $386,278 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $233,435 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $294,822 | QualifyingDistributionsAmt |
| Applied To Year1 | $233,435 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $61,387 | 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 | $324,891 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLENE W HOWE | ContributingManagerNm |
| Contributing Manager | DAVID S HOWE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 92ND STREET Y | |||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | N/A | 501(C)(3) | DONEE'S EXEMPT PURPOSE | $2,500 |
| APEX FOR YOUTH | |||||||
| 120 WALKER STREET 5TH FLOOR | NEW YORK | NY | 10013 | N/A | 501(C)(3) | DONEE'S EXEMPT PURPOSE | $30,000 |
| CREATIVE CAPITAL | |||||||
| 15 MAIDEN LANE | NEW YORK | NY | 10038 | N/A | 501(C)(3) | DONEE'S EXEMPT PURPOSE | $5,000 |
| FACING HISTORY & OURSELVES | |||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | N/A | 501(C)(3) | DONEE'S EXEMPT PURPOSE | $20,000 |
| NORTHEAST ORGANIC FARMING ASSOCIATION | |||||||
| 411 SHELDON ROAD | BARRE | MA | 01005 | N/A | 501(C)(3) | DONEE'S EXEMPT PURPOSE | $25,000 |
| NY CLASSICAL PLAYERS | |||||||
| 546 MAIN ST 315 | NEW YORK | NY | 10044 | N/A | 501(C)(3) | DONEE'S EXEMPT PURPOSE | $20,000 |
| REDEEMER PRESBYTERIAN CHURCH | |||||||
| 1166 AVE OF THE AMERICAS 16TH FL | NEW YORK | NY | 10036 | N/A | 501(C)(3) | DONEE'S EXEMPT PURPOSE | $10,000 |
| SEMAP | |||||||
| PO BOX 80625 | SOUTH DARTMOUTH | MA | 02748 | N/A | 501(C)(3) | DONEE'S EXEMPT PURPOSE | $15,000 |
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ STREET | STANDFORD | CA | 94305 | N/A | 501(C)(3) | DONEE'S EXEMPT PURPOSE | $10,000 |
| THE NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | N/A | 501(C)(3) | DONEE'S EXEMPT PURPOSE | $25,000 |
| THIRD SECTOR NEW ENGLAND | |||||||
| 89 SOUTH ST 700 | BOSTON | MA | 02111 | N/A | 501(C)(3) | DONEE'S EXEMPT PURPOSE | $10,000 |
| TRANSFIGURATION CHINESE SCHOOL | |||||||
| 29 MOTT ST | NEW YORK | NY | 10013 | N/A | 501(C)(3) | DONEE'S EXEMPT PURPOSE | $22,500 |
| WESTPORT HISTORICAL SOCIETY | |||||||
| 25 AVERY PL | WESTPORT | CT | 06880 | N/A | 501(C)(3) | DONEE'S EXEMPT PURPOSE | $5,000 |
| WESTPORT LAND CONSERVATION TRUST | |||||||
| 830 DRIFT RD | WESTPORT | MA | 02790 | N/A | 501(C)(3) | DONEE'S EXEMPT PURPOSE | $25,000 |
| WIKIMEDIA FOUNDATION | |||||||
| 1 MONTGOMERY STREET SUITE 1600 | SAN FRANCISCO | CA | 94104 | N/A | 501(C)(3) | DONEE'S EXEMPT PURPOSE | $15,000 |
| REDEEMER COUNSELING SERVICES | |||||||
| 29 WEST 38TH STREET FL 10 | NEW YORK | NY | 10018 | N/A | 501(C)(3) | DONEE'S EXEMPT PURPOSE | $20,000 |
| UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BLVD SUITE 1100 | LOS ANGELES | CA | 90024 | N/A | 501(C)(3) | DONEE'S EXEMPT PURPOSE | $2,500 |
| ASCEND LEARNING | |||||||
| 205 ROCKAWAY PARKWAY | BROOKLYN | NY | 11212 | N/A | 501(C)(3) | DONEE'S EXEMPT PURPOSE | $5,000 |
| CHAPIN FUND FOR SOCIAL JUSTICE | |||||||
| 100 EAST END AVENUE | NEW YORK | NY | 10028 | N/A | 501(C)(3) | DONEE'S EXEMPT PURPOSE | $5,000 |
| CHARLES B WANG COMMUNITY HEALTH CENTER | |||||||
| 268 CANAL ST | NEW YORK | NY | 10013 | N/A | 501(C)(3) | DONEE'S EXEMPT PURPOSE | $5,000 |
| JESUIT REFUGEE SERVICE | |||||||
| 1627 K STREET NW - SUITE 1100 | WASHINGTON | DC | 20006 | N/A | 501(C)(3) | DONEE'S EXEMPT PURPOSE | $5,000 |
| EMBRACE SERVICES | |||||||
| 107 LINDOO AVE E | LADYSMITH | WI | 54848 | N/A | 501(C)(3) | DONEE'S EXEMPT PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $292,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $476 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,422 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,614,829 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,624,727 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,624,727 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $6,907 | Amt |
| Net Investment Income | $4,835 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,072 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GGH & CO - STOCKS | StockNm |
| EOY Book Value | $4,009,196 | EOYBookValueAmt |
| EOYFMV | $11,142,295 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS DEPT OF LAW | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO BROKER | Desc |
| BOY Book Value | $58,164 | BOYBookValueAmt |
| EOY Book Value | $59,239 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE | CategoryTxt |
| Amt | $46 | Amt |
| Net Investment Income | $46 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $346 | Amt |
| Net Investment Income | $346 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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