JUDITH C WHITE FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JUDITH C WHITE FOUNDATION INC (EIN 11-3548952)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-09-10
IRS object ID
202102539349100400
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-09-10T08:07:19-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN203704273PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REID CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17600 JERICHO TURNPIKE STE 400AddressLine1Txt
CityWOODBURYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP117971705ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN113548952EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JUDITH C WHITE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJUDIBusinessNameControlTxt
Phone2127368255PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114 VANDERVENTER AVE STE 101AddressLine1Txt
CityPORT WASHINGTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11050ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY KOVNERPersonNm
Person TitlePRES. & DIR.PersonTitleTxt
Phone2127368255PhoneNum
Signature2021-09-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFREYPersonFirstNm
Person LastKOVNERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRAYMOND FLOCH CPAPreparerPersonNm
PTINP00169746PTIN
Phone5168020100PhoneNum
Preparation2021-09-10PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,323,655FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$68InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$68InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$445,954DividendsRevAndExpnssAmt
Dividends Net Invst Incm$445,954DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$118,611NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,268,354GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$118,611CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$564,633TotalRevAndExpnssAmt
Total Net Invst Incm$564,633TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,875AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,875AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$67,008OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$49,008OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$18,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,714TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,714TaxesNetInvstIncmAmt
Occupancy Rev And Expnss$13,900OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$6,950OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$6,950OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$44TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$44TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,542OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,112OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,430OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$90,958TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$60,659TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$30,299TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$334,140ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$334,140ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$425,098TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$60,659TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$364,439TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$139,535ExcessRevenueOverExpensesAmt
Net Investment Income$503,974NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$146,023SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$100,974SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$100,974SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$3,772,663USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,839,822USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$3,205,604USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,825,335CorporateStockBOYAmt
Corporate Stock EOY$2,162,588CorporateStockEOYAmt
Corporate Stock EOYFMV$1,543,948CorporateStockEOYFMVAmt
Corporate Bonds BOY$481,103CorporateBondsBOYAmt
Corporate Bonds EOY$1,261,275CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,470,529CorporateBondsEOYFMVAmt
Other Assets BOY$2,600OtherAssetsBOYAmt
Other Assets EOY$2,600OtherAssetsEOYAmt
Other Assets EOYFMV$2,600OtherAssetsEOYFMVAmt
Total Assets BOY$6,227,724TotalAssetsBOYAmt
Total Assets EOY$6,367,259TotalAssetsEOYAmt
Total Assets EOYFMV$6,323,655TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$6,227,724RetainedEarningBOYAmt
Retained Earning EOY$6,367,259RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,227,724TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,367,259TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,227,724TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,367,259TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,227,724TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$139,535ExcessRevenueOverExpensesAmt
Subtotal$6,367,259SubtotalAmt
Tot Net Ast Or Fund Balances EOY$6,367,259TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
LAKE CO IL CMTY USD 187P2010-06-252020-01-02$810,000$810,000
EXXON MOBIL CALL 4/17 65P2019-11-062020-04-17$44,224$44,224$44,224
PPL CORP CALL 12/18 28P2020-12-112020-12-18$218$218$218
NEW YORK ,NY GO BONDP2010-06-102020-10-09$60,000$60,000
EXXON MOBIL CALL 10/16 65P2020-06-082020-10-16$9,568$9,568$9,568
ROYAL DUTCH SHELL CALL 1/15/21 30P2020-11-272020-11-27$270$1,636-$1,366-$1,366
CA ST GO BONDSP2011-10-112020-12-03$46$33,229-$33,183-$33,183
FORD CALL 1/15/21 9P2020-12-152020-12-15$9,793$17,423-$7,630-$7,630
ROYAL DUTCH SHELL CALL 1/15/21 35P2020-11-102020-11-10$315$120$195$195
BP CALL 3/20 36P2019-12-272020-03-20$15,750$15,750$15,750
FORD CALL 3/20 9P2020-12-192020-03-20$3,108$3,108$3,108
ROYAL DUTCHSHELL CALL 3/20 52.5P2020-02-132020-02-13$138$372-$234-$234
BP CALL 11/20 28P2020-08-042020-11-20$2,685$2,685$2,685
INT'L PAPER CALL 6/19 30P2020-05-222020-05-22$802$680$122$122
ROYAL DUTCH SHELL CALL 7/17 55P2020-02-122020-07-17$312$312$312
NY COMM BANK CALL 4/17 11P2020-01-232020-04-13$1,433$290$1,143$1,143
INT'L PAPER CALL 7/17 30P2020-06-122020-06-12$1,151$1,542-$391-$391
INTERNATIONAL PAPERP2019-10-132020-01-17$4,315$4,220$95$95
NY COMM BANK CALL 7/17 11P2020-04-132020-07-17$1,399$1,399$1,399
INT'L PAPER CALL 10/16 30P2020-08-132020-08-13$1,842$2,010-$168-$168
INTERNATIONAL PAPERP2020-05-042020-11-12$11,145$9,895$1,250$1,250
NY COMM BANK CALL 10/16 11P2020-07-242020-10-16$678$678$678
ISHR US PFD CALL 7/17 36P2020-06-152020-06-15$222$132$90$90
ISHARES PFDINC SEC ETFP2020-05-012020-11-20$177,805$175,367$2,438$2,438
ISHARES TR PFD AND INC SECP2020-06-222020-07-17$3,553$3,499$54$54
ISHR US PFD CALL 10/16 36P2020-09-212020-09-21$1,172$1,280-$108-$108
AT&T CALL 6/19 36P2020-06-082020-06-18$36,694$671$36,023$36,023
NY COMM BANK CALL 1/17 10P2020-01-152020-01-15$3,349$7,788-$4,439-$4,439
AT&T CALL 9/18 36P2020-06-052020-09-18$5,603$5,603$5,603
NY COMM BANK CALL 4/17 11P2020-04-142020-04-14$7,315$1,524$5,791$5,791
BP CALL 11/20 28P2020-08-042020-11-20$2,087$2,087$2,087
NY COMM BANK CALL 7/17 11P2020-04-132020-07-17$7,275$7,275$7,275
BP CALL 3/20 36P2019-12-272020-03-20$12,038$12,038$12,038
NY COMM BANK CALL 10/16P2020-07-232020-10-16$3,491$3,491$3,491
EXXON MOBIL CALL 1/15/21 45P2020-12-152020-12-15$3,512$12,991-$9,479-$9,479
PPL CORP CALL 1/15/21 26P2020-11-272020-11-27$2,670$2,954-$284-$284
EXXON MOBIL CALL 3/20 65P2019-12-192020-03-20$21,216$21,216$21,216
PPL CORP CALL 10/16 26P2020-09-082020-09-08$1,160$2,120-$960-$960
FieldValueIRS element (for citing)
Capital Gain Net Income$118,611CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$151,794NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,005InvestmentIncomeExciseTaxAmt
Subtotal$7,005SubtotalAmt
Tax Based On Investment Income$7,005TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,900EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$2,500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$6,400TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$5EsPenaltyAmt
Tax Due$610TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJEFFREY KOVNERIndividualWithBooksNm
Phone2127368255PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line114 VANDERVENTER AVE STE 101AddressLine1Txt
Address Line214 VANDERVENTER AVE STE 101AddressLine2Txt
CityPORT WASHINGTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11050ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEFFREY KOVNER
14 VANDERVENTER AVE STE 10114 VANDERVENTER AVE STE 101PORT WASHINGTONNY11050PRES. & DIR.15.00$0$0$0
AMY KOVNER
14 VANDERVENTER AVE STE 10114 VANDERVENTER AVE STE 101PORT WASHINGTONNY11050DIRECTOR1.00$0$0$0
NICHOLAS KOVNER
14 VANDERVENTER AVE STE 10114 VANDERVENTER AVE STE 101PORT WASHINGTONNY11050DIRECTOR1.00$0$0$0
KRISTIN KOVNER
14 VANDERVENTER AVE STE 10114 VANDERVENTER AVE STE 101PORT WASHINGTONNY11050DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,375,805AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$123,499AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,600FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,501,904TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,501,904AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$82,529CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,419,375NetVlNoncharitableAssetsAmt
Minimum Investment Return$270,969MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$270,969MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,005TaxBasedOnInvestmentIncomeAmt
Total Tax$7,005TotalTaxAmt
Distributable Before Adj$263,964DistributableBeforeAdjAmt
Distributable Before Ded$263,964DistributableBeforeDedAmt
Distributable As Adjusted$263,964DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$364,439ExpensesAndContributionsAmt
Qualifying Distributions$364,439QualifyingDistributionsAmt
Adjusted Qualifying Distri$364,439AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$263,964DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$37,486ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$24,123ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$63,540ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$66,924ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$84,503ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$276,576TotalExcessDistributionCyovAmt
Qualifying Distributions$364,439QualifyingDistributionsAmt
Applied To Current Year$263,964AppliedToCurrentYearAmt
Remaining Distri From Corpus$100,475RemainingDistriFromCorpusAmt
Total Corpus$377,051TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$37,486ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$339,565ExcessDistriCyovToNextYrAmt
Excess From Year4$24,123ExcessFromYear4Amt
Excess From Year3$63,540ExcessFromYear3Amt
Excess From Year2$66,924ExcessFromYear2Amt
Excess From Year1$84,503ExcessFromYear1Amt
Excess From Current Year$100,475ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJEFFREY KOVNERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line114 VANDERVENTER AVE STE 101AddressLine1Txt
CityPORT WASHINGTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11050ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2127368255RecipientPhoneNum
Form And Info And MaterialsNO PRESCRIBED FORMFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsTO SUPPORT THE NEEDS AND COMFORTS OF CHILDREN, THE NEEDY, ORPHANS, HOMELESS PEOPLE, AND OTHER DULY QUALIFIED ORGANIZATIONS PRIMARILY, BUT NOT EXCLUSIVELY, IN THE NEW YORK METROPOLITAN AREARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
BED STUY CAMPAIGN AGAINST HUNGER
2010 FULTON STREETBROOKLYNNY11233NONEPUBLICCOVID 19$1,000
BOYS TOWN
444 PARK AVE SNEW YORKNY10016NONEPUBLICGENERAL SUPPORT$2,500
CITY HARVEST NEW YORK
575 8TH AVENEW YORKNY10018NONEPUBLICFORKLIFT$27,922
CITY HARVEST NEW YORK
575 8TH AVENEW YORKNY10018NONEPUBLICCOVID 19$2,500
CITY MEALS ON WHEELS
355 LEXINGTON AVENEW YORKNY10017NONEPUBLICHUNTS POINT FACILITY$40,000
COMMUNITY SYNAGOGUE OF PORT
160 MIDDLE NECK RDSANDS POINTNY11050NONEPUBLICTHANKSGIVING MEALS$1,500
FAMILY AND CHILDREN'S ASSOCATION
100 EAST OLD COUNTRY ROADMINEOLANY11501NONEPUBLICSCHOLARSHIP$5,000
GIRL SCOUTS OF GREATER
40 WALL STREETNEW YORKNY10005NONEPUBLICTROOP 6000 SUPPORT$8,250NEW YORK
GODS LOVE WE DELIVER
166 AVE OF THE AMERICASNEW YORKNY10013NONEPUBLICDELIVERY VANS$52,200
GODS LOVE WE DELIVER
166 AVE OF THE AMERICASNEW YORKNY10013NONEPUBLICCOVID 19$2,500
ISLAND HARVEST
15 GRUMMAN RD WBETHPAGENY11714NONEPUBLICCOVID 19$5,000
L I ALZHEIMER FOUND
1025 OLD COUNTRY ROADWESTBURYNY11590NONEPUBLICGENERAL SUPPORT$2,250
LONG ISLAND CARES
10 DAVIDS DRIVEHAPPAGUENY11788NONEPUBLICCOVID 19$5,000
LONG ISLAND COUNCIL ON
207 HILLSIDE AVEWILLISTON PARKNY11596NONEPUBLICGENERAL SUPPORT$1,000ALCOHOL AND DRUG DEP
NEW YORK COMMON PANTRY
1290 HOE AVEBRONXNY10459NONEPUBLICCOVID 19$5,000
NORTH SHORE CHILD & FAMILY
480 OLD WESTBURY ROADROSLYN HEIGHTSNY11577NONEPUBLICGENERAL SUPPORT$1,000GUIDANCE CENTER
NORTHWELL HEALTH FOUNDATION
2000 MARCUS AVENEW HYDE PARKNY11042NONEPUBLICSTERN CENTER COVID TENT MEETING$8,048
PART OF THE SOLUTION
2759 WEBSTER AVEBRONXNY10458NONEPUBLICBUILD/RENOVATE FACILITY$71,428
SAFE HORIZON
15120 JAMAICA AVE 2NEW YORKNY11432NONEPUBLICCOVID 19$1,500CHILD ADVOCACY CENTER
SAINT JOHNS BREAD AND LIFE
795 LEXINGTON AVEBROOKLYNNY11221NONEPUBLICCOVID 19$2,500
SAINT JOHNS BREAD AND LIFE
795 LEXINGTON AVEBROOKLYNNY11221NONEPUBLICLOBBY RENOVATION$17,050
SPECTRUM DESIGNS FOUNDATION
366 MAIN STPORT WASHINGTONNY11050NONEPUBLICGENERAL SUPPORT$1,000
ST PAUL THE APOSTLE CHURCH
2534 CEDAR SWAMP RDGLEN HEADNY11545NONEPUBLICHOLIDAY DINNERS$9,500
SWIM ACROSS AMERICA
PO BOX 7878GARDEN CITYNY11530NONEPUBLICGENERAL SUPPORT$10,000
THE BOWERY MISSION
227 BOWERYNEW YORKNY10002NONEPUBLICCOVID 19$2,500
THE BOWERY MISSION
227 BOWERYNEW YORKNY10002NONEPUBLICWOMENS RESIDENCE$30,667
THE DON MONTI MEMORIAL
1 BUNGTOWN ROADCOLD SPRING HARBORNY11724NONEPUBLICGENERAL SUPPORT$500RESEARCH FOUNDATION
THE INN
211 FULTON AVENUEHEMPSTEADNY11550NONEPUBLICCOVID 19$5,000
THE INN
211 FULTON AVENUEHEMPSTEADNY11550NONEPUBLICGENERAL SUPPORT$325
THE SAFE CENTER
15 GRUMMAN ROAD WBETHPAGENY11714NONEPUBLICSANDY OLIVIA SPECIAL NEEDS FUND$5,000
VOLUNTEERS OF AMERICA
9305 168TH STREETJAMAICANY11433NONEPUBLICCOVID 19$1,500
WESTSIDE CAMPAIGN AGAINS HUNGER
263 W 86TH STREETNEW YORKNY10024NONEPUBLICCOVID 19$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$334,140TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$68ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$445,954ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$118,611ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$564,633ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$564,633TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,750Amt
Net Investment Income$1,875NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,875DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE NOTES AND DEBENTURESBondNm
EOY Book Value$1,261,275EOYBookValueAmt
EOYFMV$1,470,529EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$2,162,588EOYBookValueAmt
EOYFMV$1,543,948EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$2,839,822StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$3,205,604StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescSECURITY DEPOSIT- RENTDesc
BOY Book Value$2,600BOYBookValueAmt
EOY Book Value$2,600EOYBookValueAmt
EOYFMV$2,600EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BROKER FEES$672$672
COMPUTER EXPENSES$1,439$1,439
INSURANCE$1,480$1,480
INTERNET SERVICE$880$440$440
OFFICE EXENSES$71$71

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$49,008$49,008
EXECUTIVE DIRECTOR FEES$18,000$18,000
.

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$1,714Amt
Net Investment Income$1,714NetInvestmentIncomeAmt

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