LAVELLE FUND FOR THE BLIND INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LAVELLE FUND FOR THE BLIND INC (EIN 13-1740463)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-07
- IRS object ID
- 202111279349100036
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-07T11:01:15-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133628255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDON O'MEARA MCGINTY & DONNELLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131740463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAVELLE FUND FOR THE BLIND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAVE | BusinessNameControlTxt |
| Phone | 2126689801 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 307 WEST 38TH STREET SUITE 1905 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN L CORCORAN CPA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2126689801 | PhoneNum |
| Signature | 2021-04-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | CORCORAN CPA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES J REILLY | PreparerPersonNm |
| PTIN | P00183769 | PTIN |
| Phone | 2126617777 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $145,360,122 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
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 | $3,780 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,780 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,762,590 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,762,590 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,316,667 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,078,583 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,316,667 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $62,941 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,052 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,145,978 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,086,089 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $277,030 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,851 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $263,179 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $336,145 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $39,488 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $296,657 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $169,669 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $16,284 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $153,385 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,787 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,787 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,617 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,703 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,914 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $333,991 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $313,476 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,515 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $90,312 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,730 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $124,347 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,217 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $118,130 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $17,631 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,631 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $366 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $366 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60,765 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,380 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $59,385 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,457,660 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $421,129 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $955,949 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,036,617 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,036,617 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,494,277 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $421,129 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,992,566 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,348,299 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,664,960 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $108,064 | CashBOYAmt |
| Cash EOY | $138,234 | CashEOYAmt |
| Cash EOYFMV | $138,234 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $22,299,251 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,754,823 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,754,823 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $240,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $38,301 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $240,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $240,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $105,594,715 | CorporateStockBOYAmt |
| Corporate Stock EOY | $112,039,057 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $112,039,057 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,559,186 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,188,008 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,188,008 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $132,599,517 | TotalAssetsBOYAmt |
| Total Assets EOY | $145,360,122 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $145,360,122 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $132,599,517 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $145,360,122 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $132,599,517 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $145,360,122 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $132,599,517 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $145,360,122 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $132,599,517 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,348,299 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,108,904 | OtherIncreasesAmt |
| Subtotal | $145,360,122 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $145,360,122 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $23,078,583 | GrossSalesPriceAmt |
| Cost Or Other Basis | $19,761,916 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,316,667 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,316,667 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,316,667 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $64,843 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $64,843 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $64,843 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $70,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $70,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,157 | OverpaymentAmt |
| Applied To ES Tax | $5,157 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | WWW.LAVELLEFUND.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAVELLE FUND FOR THE BLIND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126689801 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 307 WEST 38TH STREET SUITE 1905 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL M CALLAHAN | ||||||||
| 307 WEST 38TH STREET SUITE 1905 | NEW YORK | NY | 10018 | PRESIDENT & DIRECTOR | 10.00 | $0 | $0 | $0 |
| LOUIS D PIZZARELLO MD MPH | ||||||||
| 307 WEST 38TH STREET SUITE 1905 | NEW YORK | NY | 10018 | VICE PRESIDENT & DIRECTOR | 4.00 | $0 | $0 | $0 |
| JOHN L CORCORAN CPA | ||||||||
| 307 WEST 38TH STREET SUITE 1905 | NEW YORK | NY | 10018 | TREASURER & DIRECTOR | 4.00 | $0 | $0 | $0 |
| HON KEVIN B MCGRATH JR | ||||||||
| 307 WEST 38TH STREET SUITE 1905 | NEW YORK | NY | 10018 | SECRETARY & DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARGARET DUFFY | ||||||||
| 307 WEST 38TH STREET SUITE 1905 | NEW YORK | NY | 10018 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SISTER MARY FLOOD OP MD PHD | ||||||||
| 307 WEST 38TH STREET SUITE 1905 | NEW YORK | NY | 10018 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JANE B O'CONNELL | ||||||||
| 307 WEST 38TH STREET SUITE 1905 | NEW YORK | NY | 10018 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| PAUL A SIDOTI MD | ||||||||
| 307 WEST 38TH STREET SUITE 1905 | NEW YORK | NY | 10018 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN J CAFFREY | ||||||||
| 307 WEST 38TH STREET SUITE 1905 | NEW YORK | NY | 10018 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| MARIO M KRANJAC | ||||||||
| 307 WEST 38TH STREET SUITE 1905 | NEW YORK | NY | 10018 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALEXANDER G LUNNEY | ||||||||
| 307 WEST 38TH STREET SUITE 1905 | NEW YORK | NY | 10018 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSE M ROMAN DMIN JD MA | ||||||||
| 307 WEST 38TH STREET SUITE 1905 | NEW YORK | NY | 10018 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUSAN G OLIVO | ||||||||
| 307 WEST 38TH STREET SUITE 1905 | NEW YORK | NY | 10018 | EXECUTIVE DIRECTOR | 45.00 | $218,308 | $41,064 | $0 |
| ANDREW S FISHER PHD | ||||||||
| 307 WEST 38TH STREET SUITE 1905 | NEW YORK | NY | 10018 | FMR EXEC DIR & SEC (RETIRED 2/28/20) | 45.00 | $58,722 | $10,126 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MANNHI CHAU | ||||||||
| 307 W 38TH ST STE 1905 | NEW YORK | NY | 10018 | CONTROLLER | 45.00 | $131,625 | $33,339 | $0 |
| KHANH PHAN | ||||||||
| 307 W 38TH ST STE 1905 | NEW YORK | NY | 10018 | GRANT PROGRAM MANAGE | 45.00 | $111,064 | $42,164 | $0 |
| KATE MORRIS | ||||||||
| 307 W 38TH ST STE 1905 | NEW YORK | NY | 10018 | SCHOLARSHIP PROGRAM | 17.50 | $54,000 | $263 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AMERICAN CAPITAL MANAGEMENT | |||||
| 551 MADISON AVENUE SUITE 902 | NEW YORK | NY | 10022 | INVESTMENT MGMT FEES | $172,423 |
| UBS | |||||
| 750 WASHINGTON BOULEVARD 11TH FLOOR | STAMFORD | CT | 06901 | INVESTMENT MGMT FEES | $113,532 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE BROTHER JAMES KEARNEY SCHOLARSHIP PROGRAM FOR THE BLIND AIMS TO HELP MAKE QUALITY UNDERGRADUATE AND GRADUATE EDUCATION AFFORDABLE FOR U.S. RESIDENTS WHO ARE LEGALLY BLIND AND FINANCIALLY NEEDY.BY ASSISTING INDIVIDUALS WHO ARE LEGALLY BLIND OR VISUALLY IMPAIRED IN ATTAINING QUALITY EDUCATION, THE SCHOLARSHIP PROGRAM FURTHERS THE FUND'S EXEMPT PURPOSE BY ASSISTING INDIVIDUALS WHO ARE LEGALLY BLIND OR VISUALLY-IMPAIRED LIVE INDEPENDENT AND PRODUCTIVE LIVES. THE SCHOLARSHIP PROGRAM IS INTENDED TO SUPPORT A LEGALLY BLIND OR VISUALLY IMPAIRED STUDENT'S FULL-TIME PROGRAM OF STUDY LEADING TO A 4-YEAR (BACHELOR'S) DEGREE OR GRADUATE DEGREE PROGRAM. IN 2020, THE FUND AWARDED A TOTAL OF $349,770 IN SCHOLARSHIP GRANTS. THE COST OF ADMINISTERING THE SCHOLARSHIP PROGRAM WAS $54,263. | Description1Txt |
| Expenses1 | $54,263 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROGRAM-RELATED INVESTMENT LOAN TO THE LAVELLE SCHOOL FOR THE BLIND. THE LOAN BEARS AN ANNUALIZED 1% INTEREST RATE WITH ALL PRINCIPAL AND INTEREST OUTSTANDING DUE BY DECEMBER 15, 2021, AND WITH PROCEEDS BEING USED TOWARD ANY OF THE SCHOOL'S GENERAL CORPORATE PURPOSES OR OPERATING EXPENSES. | Description1Txt |
| Expenses1 | $240,000 | Expenses1Amt |
| Total | $240,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $101,896,183 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,977,084 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $130,873,267 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $130,873,267 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,963,099 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $128,910,168 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,445,508 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,445,508 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $64,843 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $64,843 | TotalTaxAmt |
| Distributable Before Adj | $6,380,665 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $98,190 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,478,855 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,478,855 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,992,566 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $240,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,232,566 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,232,566 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,478,855 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $694,859 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $1,029,184 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $734,824 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $140,701 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,599,568 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,232,566 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,232,566 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $246,289 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $246,289 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,353,279 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $448,570 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,904,709 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,029,184 | ExcessFromYear3Amt |
| Excess From Year2 | $734,824 | ExcessFromYear2Amt |
| Excess From Year1 | $140,701 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN G OLIVO EXECUTIVE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LAVELLE FUND FOR THE BLIND INC 307 | AddressLine1Txt |
| Address Line2 | WEST 38TH ST STE 1905 | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2126689801 | RecipientPhoneNum |
| Recipient Email Address | SOLIVO@LAVELLEFUND.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | IF YOUR ORGANIZATION IS SEEKING A GRANT, THE BEST PLACE TO START IS TO REVIEW GRANT GUIDELINES. PLEASE REFER TO WWW.LAVELLEFUND.ORG/PROPOSAL-GUIDELINES FOR INFORMATION. IF YOU HAVE QUESTIONS, CONTACT THE FUND AT WWW.LAVELLEFUND.ORG/GENERAL-INQUIRIES. AFTER REVIEWING THE GUIDELINES, APPLICATION LINKS CAN BE ACCESSED THROUGH THE APPLICATION SECTION OF THE ABOVE REFERENCED WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PLEASE REFER TO DETAILS INDICATED ON WWW.LAVELLEFUND.ORG/HOW-TO-APPLY. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE LAVELLE FUND FOR THE BLIND PROVIDES FUNDING TO ORGANIZATIONS WITH U.S. 501(C)(3) TAX-EXEMPT STATUS OR VERIFIABLE NON-U.S. CHARITABLE STATUS (IN THE CASE OF FOREIGN-BASED, NON-PROFIT ORGANIZATIONS WITHOUT A U.S.-BASED 501(C)(3) FISCAL INTERMEDIARY). SEE WWW.LAVELLEFUND.ORG/PROPOSAL-GUIDELINES/ FOR ADDITIONAL RESTRICTIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALPHAPOINTE | ||||||||||||||
| 7501 PROSPECT | KANSAS CITY | MO | 64132 | N/A | PC | DEVELOPING INDEPENDENCE THAT WORKS! | $94,000 | |||||||
| AMERICAN PRINTING HOUSE FOR THE BLIND | ||||||||||||||
| 1839 FRANKFORT AVENUE | LOUISVILLE | KY | 40206 | N/A | PC | SPANISH EDITION OF PHYSICAL EDUCATION AND SPORTS FOR PEOPLE WITH VISUAL IMPAIRMENTS AND DEAF BLINDNESS | $48,082 | |||||||
| AMERICAN PRINTING HOUSE FOR THE BLIND | ||||||||||||||
| 1839 FRANKFORT AVENUE | LOUISVILLE | KY | 40206 | N/A | PC | SUPPORTING FAMILIES BY GROWING APH FAMILY CONNECT | $124,021 | |||||||
| ARAVIND EYE FOUNDATION | ||||||||||||||
| 447 EAST 57TH STREET | NEW YORK | NY | 10022 | N/A | PC | LEAP TOGETHER TOWARDS EXCELLENCE LAICOS COLLABORATIVE DEVELOPMENT SERIES TO ENHANCE EYE CARE | $158,718 | |||||||
| AURORA OF CENTRAL NEW YORK | ||||||||||||||
| 518 JAMES STREET SUITE 100 | SYRACUSE | NY | 13203 | N/A | PC | LIBERTY-AURORA EYE CENTER | $185,645 | |||||||
| BENETECH INITIATIVE | ||||||||||||||
| 480 S CALIFORNIA AVENUE SUITE 201 | PALO ALTO | CA | 94306 | N/A | PC | BOOKSHARE IN INDIA: SCALING CONTENT AND DEEPENING IMPACT | $163,563 | |||||||
| CANCER CARE INC | ||||||||||||||
| 275 7TH AVE FL 22 | NEW YORK | NY | 10001 | N/A | PC | FINANCIAL ASSISTANCE AND SUPPORT FOR PEOPLE WITH OCULAR CANCERS (AND OTHER CANCERS AFFECTING VISION) | $127,290 | |||||||
| CANDID | ||||||||||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | |||||||
| CATHOLIC CHARITIES COMMUNITY SERVICES | ||||||||||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10023 | N/A | PC | CATHOLIC GUILD FOR THE BLIND STAFF DEVELOPMENT | $34,998 | |||||||
| CATHOLIC CHARITIES COMMUNITY SERVICES | ||||||||||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10024 | N/A | PC | CATHOLIC GUILD FOR THE BLIND TRANSITION | $37,073 | |||||||
| CHRISTIAN BLIND MISSION (USA) | ||||||||||||||
| 228 ADLEY WAY | GREENVILLE | SC | 29601 | N/A | PC | SIMULATED OPHTHALMIC SURGICAL TRAINING | $50,000 | |||||||
| CITY ACCESS NEW YORK INC | ||||||||||||||
| 1207 CASTLETON AVENUE | STATEN ISLAND | NY | 10310 | N/A | PC | CAREER DEVELOPMENT PROJECT | $85,103 | |||||||
| DR SHROFF'S CHARITY EYE HOSPITAL | ||||||||||||||
| N/A | NC | DEVELOPMENT OF ACCESSIBLE, HIGH QUALITY AND EFFICIENT EYE CARE DELIVERY SYSTEM THROUGH A SCALABLE AND REPLICABLE MODEL OF ALLIED EYE HEALTH PERSONNEL (AEHP) | $135,235 | 5027 KEDARNATH ROAD | DARYAGANJ | NEW DELHI | IN | 11002 | ||||||
| HEALTH MANAGEMENT ASSOCIATES | ||||||||||||||
| 120 N WASHINGTON SQUARE SUITE 705 | LANSING | MI | 48933 | N/A | NC | DEVELOPING A STRATEGY FOR CATALYZING SUSTAINABLE CARE MODELS FOR NEW YORKERS WHO ARE BLIND OR LOW-VISION | $20,000 | |||||||
| HELEN KELLER INTERNATIONAL | ||||||||||||||
| ONE DAG HAMMARSKJOLD PLAZA 2ND | NEW YORK | NY | 10017 | N/A | PC | CHILDSIGHT NEW YORK | $355,760 | FLOOR | ||||||
| HELEN KELLER SERVICES FOR THE BLIND | ||||||||||||||
| 57 WILLOUGHBY STREET | BROOKLYN | NY | 11201 | N/A | PC | NATIONAL BUSINESS AND EMPLOYERS RELATIONS SERVICE (NEBRS) | $50,000 | |||||||
| INTERNATIONAL EYE FOUNDATION | ||||||||||||||
| 10801 CONNECTICUT AVENUE | KENSINGTON | MD | 20895 | N/A | PC | ADVANCING PUBLIC SECTOR EYE HOSPITALS IN PERU (APSP) | $117,480 | |||||||
| LV PRASAD EYE INSTITUTE OF THE INDO-AMERICAN EYE CARE SOCIETY | ||||||||||||||
| 44 MONTREAL PLACE | ROCHESTER | NY | 14618 | N/A | PC | FUTURISTIC VISION CENTERS | $90,310 | |||||||
| LAVELLE SCHOOL FOR THE BLIND | ||||||||||||||
| 3830 PAULDING AVENUE | BRONX | NY | 10469 | N/A | PC | CAPITAL EXPENSES AND FACILITY CONDITION ASSESSMENT STUDY | $89,575 | |||||||
| LAVELLE SCHOOL FOR THE BLIND | ||||||||||||||
| 3830 PAULDING AVENUE | BRONX | NY | 10469 | N/A | PC | COVID-19 PROTECTIVE EQUIPMENT AND MEASURES; TECHNOLOGY UPGRADE AND SECURITY SYSTEM; GENERAL CLASSROOM AND STUDENT EQUIPMENT; SPACE PROGRAMMING | $423,000 | |||||||
| LEARNING ALLY | ||||||||||||||
| 20 ROSZEL ROAD | PRINCETON | NJ | 08540 | N/A | PC | LEARNING ALLY'S COLLEGE SUCCESS PROGRAM | $200,000 | |||||||
| LIGHTHOUSE GUILD INTERNATIONAL | ||||||||||||||
| 250 WEST 64TH STREET | NEW YORK | NY | 10023 | N/A | PC | LGI REMOTE CARE NETWORK | $188,215 | |||||||
| ORBIS INTERNATIONAL | ||||||||||||||
| 520 8TH AVE 12TH FL | NEW YORK | NY | 10018 | N/A | PC | SITAPUR EYE HOSPITAL - ORBIS COMPREHENSIVE CHILDHOOD BLINDNESS PROJECT | $166,969 | |||||||
| PERKINS SCHOOL FOR THE BLIND | ||||||||||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | N/A | PC | BRINGING THE EDUCATION OF CHILDREN WITH VISION IMPAIRMENT AND MULTIPLE DISABILITIES TO SCALE IN LATIN AMERICA | $250,117 | |||||||
| PERKINS SCHOOL FOR THE BLIND | ||||||||||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | N/A | PC | BUILDING CAPACITY FOR EDUCATIONAL LEADERSHIP IN LATIN AMERICA 2020-2021 | $50,000 | |||||||
| RESEARCH FOUNDATION OF CUNY ON BEHALF OF HUNTER COLLEGE OF CUNY | ||||||||||||||
| 695 PARK AVENUE | NEW YORK | NY | 10065 | N/A | PC | ORIENTATION AND MOBILITY GRANT | $161,467 | |||||||
| SAFE TODDLES INC | ||||||||||||||
| 1140W 695 PARK AVENUE | NEW YORK | NY | 10065 | N/A | PC | ZOOM INTO THE FUTURE OF VISION REHABILITATION | $5,000 | |||||||
| THE ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED | ||||||||||||||
| 422 SOUTH CLINTON AVENUE | ROCHESTER | NY | 14620 | N/A | PC | BENNY JOB PLACEMENT INITIATIVE | $239,144 | |||||||
| THE FILOMEN M D'AGOSTINO GREENBERG MUSIC SCHOOL | ||||||||||||||
| 2130 BROADWAY SUITE 1904 | NEW YORK | NY | 10023 | N/A | PC | GENERAL SUPPORT | $1,000 | |||||||
| THE FILOMEN M D'AGOSTINO GREENBERG MUSIC SCHOOL | ||||||||||||||
| 2130 BROADWAY SUITE 1904 | NEW YORK | NY | 10023 | N/A | PC | MUSIC TRANSCRIPTION | $10,000 | |||||||
| THE FRED HOLLOWS FOUNDATION USA | ||||||||||||||
| 115 FIFTH AVENUE 6TH FLOOR | NEW YORK | NY | 10003 | N/A | PC | SUPPORT FOR FREE AND SUBSIDIZED CATARACT SURGERY BY ALINA EYE HOSPITAL SOCIAL ENTERPRISE (VIETNAM) | $50,000 | |||||||
| VISIONSSERVICES FOR THE BLIND AND VISUALLY IMPAIRED | ||||||||||||||
| 500 GREENWICH STREET 3RD FLOOR | NEW YORK | NY | 10013 | N/A | PC | EXPANSION OF VISIONS SERVICES IN WESTCHESTER COUNTY, ROCKLAND COUNTY AND THE HUDSON VALLEY | $175,000 | |||||||
| VISIONSSERVICES FOR THE BLIND AND VISUALLY IMPAIRED | ||||||||||||||
| 500 GREENWICH STREET 3RD FLOOR | NEW YORK | NY | 10013 | N/A | PC | LAVELLE SCHOLARS ASSISTANCE PROGRAM 2020-2024 | $115,543 | |||||||
| VISUALLY IMPAIRED ADVANCEMENT | ||||||||||||||
| 1170 MAIN STREET | BUFFALO | NY | 14209 | N/A | PC | JOB PLACEMENT MENTORING INITIATIVE PHASE 3 | $100,000 | |||||||
| VISUALLY IMPAIRED ADVANCEMENT | ||||||||||||||
| 1170 MAIN STREET | BUFFALO | NY | 14209 | N/A | PC | PHASE III ADMINISTRATIVE LEAD | $47,975 | |||||||
| AURORA OF CENTRAL NEW YORK | ||||||||||||||
| 518 JAMES STREET SUITE 100 | SYRACUSE | NY | 13203 | N/A | PC | COVID-19 RESPONSE | $1,000 | |||||||
| CATHOLIC CHARITIES COMMUNITY SERVICES | ||||||||||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | N/A | PC | COVID-19 RESPONSE | $2,000 | |||||||
| HELEN KELLER SERVICES FOR THE BLIND | ||||||||||||||
| 57 WILLOUGHBY STREET | BROOKLYN | NY | 11201 | N/A | PC | COVID-19 RESPONSE | $105,640 | |||||||
| OPTOMETRIC CENTER OF NY STATE COLLEGE OF OPTOMETRY-SUNY | ||||||||||||||
| 33 W 42ND STREET | NEW YORK | NY | 10036 | N/A | PC | COVID-19 RESPONSE | $2,000 | |||||||
| THE FILOMEN M D'AGOSTINO GREENBERG MUSIC SCHOOL | ||||||||||||||
| 2130 BROADWAY SUITE 1904 | NEW YORK | NY | 10023 | N/A | PC | COVID-19 RESPONSE | $1,500 | |||||||
| VISUALLY IMPAIRED ADVANCEMENT | ||||||||||||||
| 1170 MAIN STREET | BUFFALO | NY | 14209 | N/A | PC | COVID-19 RESPONSE | $2,000 | |||||||
| ASSOCIATION FOR VISION REHABILITATION AND EMPLOYMENT | ||||||||||||||
| 174 COURT STREET | BINGHAMTON | NY | 13905 | N/A | PC | COVID-19 RESPONSE: AVRE'S TECHNOLOGY UPGRADE | $25,000 | |||||||
| FUNDACION GUATEMALTECA PARA NINOS CON SORDOCEGUERA ALEX (FUNDAL) | ||||||||||||||
| N/A | NC | COVID-RELATED EMERGENCY FUNDING | $307,000 | 1A CALLE Y CARRETERA INTERAMERICANA | GUATEMALA CITY | GT | 01057 | 0-20 ZONA 1 DE MIXCO | ||||||
| CANISIUS COLLEGE | ||||||||||||||
| 2001 MAIN STREET | BUFFALO | NY | 14208 | N/A | PC | SCHOLARSHIP | $12,690 | |||||||
| DOMINICAN COLLEGE OF BLAUVELT | ||||||||||||||
| 470 WESTERN HWY | ORANGEBURG | NY | 10962 | N/A | PC | SCHOLARSHIP | $88,423 | |||||||
| DOMINICAN COLLEGE OF BLAUVELT | ||||||||||||||
| 470 WESTERN HWY | ORANGEBURG | NY | 10962 | N/A | PC | SCHOLARSHIP | $34,447 | |||||||
| FAIRFIELD UNIVERSITY | ||||||||||||||
| 1073 N BENSON RD | FAIRFIELD | CT | 06824 | N/A | PC | SCHOLARSHIP | $7,232 | |||||||
| FORDHAM UNIVERSITY | ||||||||||||||
| OFFICE OF FINANCIAL SERVICES | BRONX | NY | 10458 | N/A | PC | SCHOLARSHIP | $95,646 | THEIBAUD HALL ROOM 211E | ||||||
| LE MOYNE COLLEGE | ||||||||||||||
| 1419 SALT SPRINGS ROAD | SYRACUSE | NY | 13214 | N/A | PC | SCHOLARSHIP | $10,338 | |||||||
| MANHATTANVILLE COLLEGE | ||||||||||||||
| 2900 PURCHASE STREET | PURCHASE | NY | 10577 | N/A | PC | SCHOLARSHIP | $35,195 | |||||||
| MARIST COLLEGE | ||||||||||||||
| 3399 NORTH ROAD | POUGHKEEPSIE | NY | 12601 | N/A | PC | SCHOLARSHIP | $45,000 | |||||||
| MARYMOUNT MANHATTAN COLLEGE | ||||||||||||||
| 221 EAST 71ST STREET | NEW YORK | NY | 10021 | N/A | PC | SCHOLARSHIP | $29,998 | |||||||
| MOLLOY COLLEGE | ||||||||||||||
| 1000 HEMPSTEAD AVE | ROCKVILLE CENTRE | NY | 11571 | N/A | PC | SCHOLARSHIP | $20,544 | |||||||
| SETON HALL UNIVERSITY | ||||||||||||||
| 457 CENTRE STREET | SOUTH ORANGE | NJ | 07079 | N/A | PC | SCHOLARSHIP | $36,181 | |||||||
| ST JOHN'S UNIVERSITY | ||||||||||||||
| CORPORATE AND FOUNDATIONS RELATIONS | QUEENS | NY | 11439 | N/A | PC | SCHOLARSHIP | $22,500 | 308 MARILLAC HALL | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,036,617 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN PRINTING HOUSE FOR THE BLIND | |||||||||||||
| 1839 FRANKFORT AVENUE | LOUISVILLE | KY | 40206 | N/A | PC | SPANISH EDITION OF PHYSICAL EDUCATION AND SPORTS FOR PEOPLE WITH VISUAL IMPAIRMENTS AND DEAF BLINDNESS | $99,402 | ||||||
| ARAVIND EYE FOUNDATION | |||||||||||||
| 447 EAST 57TH STREET | NEW YORK | NY | 10022 | N/A | PC | LEAP TOGETHER TOWARDS EXCELLENCE LAICOS COLLABORATIVE DEVELOPMENT SERIES TO ENHANCE EYE CARE | $282,534 | ||||||
| CANCER CARE INC | |||||||||||||
| 275 7TH AVE FL 22 | NEW YORK | NY | 10001 | N/A | PC | FINANCIAL ASSISTANCE AND SUPPORT FOR PEOPLE WITH OCULAR CANCERS (AND OTHER CANCERS AFFECTING VISION) | $266,130 | ||||||
| CENTRAL ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED | |||||||||||||
| 507 KENT STREET | UTICA | NY | 13501 | N/A | PC | VISION HEALTH AND WELLNESS AWARENESS EXPANSION | $127,993 | ||||||
| CHRISTIAN BLIND MISSION (USA) | |||||||||||||
| 228 ADLEY WAY | GREENVILLE | SC | 29601 | N/A | PC | SIMULATED OPHTHALMIC SURGICAL TRAINING | $2,500 | ||||||
| CITY ACCESS NEW YORK INC | |||||||||||||
| 1207 CASTLETON AVENUE | STATEN ISLAND | NY | 10310 | N/A | PC | CAREER DEVELOPMENT PROJECT | $85,103 | ||||||
| DR SHROFF'S CHARITY EYE HOSPITAL | |||||||||||||
| N/A | NC | DEVELOPMENT OF ACCESSIBLE, HIGH QUALITY AND EFFICIENT EYE CARE DELIVERY SYSTEM THROUGH A SCALABLE AND REPLICABLE MODEL OF ALLIED EYE HEALTH PERSONNEL (AEHP) | $78,186 | 5027 KEDARNATH ROAD | DARYAGANJ | NEW DELHI | IN | 110002 | |||||
| HELEN KELLER INTERNATIONAL | |||||||||||||
| ONE DAG HAMMARSKJOLD PLAZA 2ND | NEW YORK | NY | 10017 | N/A | PC | CHILDSIGHT NEW YORK | $710,932 | FLOOR | |||||
| LV PRASAD EYE INSTITUTE OF THE INDO-AMERICAN EYE CARE SOCIETY | |||||||||||||
| 44 MONTREAL PLACE | ROCHESTER | NY | 14618 | N/A | PC | FUTURISTIC VISION CENTERS | $90,310 | ||||||
| LAVELLE SCHOOL FOR THE BLIND | |||||||||||||
| 3830 PAULDING AVENUE | BRONX | NY | 10469 | N/A | PC | SPACE-PROGRAMMING PROJECT | $5,000 | ||||||
| LEARNING ALLY | |||||||||||||
| 20 ROSZEL ROAD | PRINCETON | NJ | 08540 | N/A | PC | LEARNING ALLY'S COLLEGE SUCCESS PROGRAM | $200,000 | ||||||
| LIGHTHOUSE GUILD INTERNATIONAL | |||||||||||||
| 250 WEST 64TH STREET | NEW YORK | NY | 10023 | N/A | PC | LGI REMOTE CARE NETWORK | $389,267 | ||||||
| NEW YORK EYE AND EAR INFIRMARY OF MOUNT SINAI | |||||||||||||
| 310 EAST 14TH STREET | NEW YORK | NY | 10003 | N/A | PC | LOW VISION REFERRAL IMPLEMENTATION | $78,778 | ||||||
| NORTHEASTERN ASSOCIATION OF THE BLIND AT ALBANY | |||||||||||||
| 301 WASHINGTON AVENUE | ALBANY | NY | 12206 | N/A | PC | RECREATION, INTEGRATION, SOCIALIZATION AND EDUCATION (RISE) PROGRAM | $252,000 | ||||||
| ORBIS INTERNATIONAL | |||||||||||||
| 520 8TH AVE 12TH FL | NEW YORK | NY | 10018 | N/A | PC | SITAPUR EYE HOSPITAL - ORBIS COMPREHENSIVE CHILDHOOD BLINDNESS PROJECT | $90,304 | ||||||
| PERKINS SCHOOL FOR THE BLIND | |||||||||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | N/A | PC | BRINGING THE EDUCATION OF CHILDREN WITH VISION IMPAIRMENT AND MULTIPLE DISABILITIES TO SCALE IN LATIN AMERICA | $234,101 | ||||||
| RESEARCH FOUNDATION OF CUNY ON BEHALF OF HUNTER COLLEGE OF CUNY | |||||||||||||
| 695 PARK AVENUE | NEW YORK | NY | 10065 | N/A | PC | ORIENTATION AND MOBILITY GRANT | $161,467 | ||||||
| RESEARCH FOUNDATION FOR CUNY (BROCKPORT) | |||||||||||||
| 350 NEW CAMPUS DRIVE | BROCKPORT | NY | 14604 | N/A | PC | TEACH TEACHERS & PARENTS TO TEACH CHILDREN WITH VI AND ADDITIONAL DISABILITIES IN PHYSICAL ACTIVITY AND SPORTS | $33,616 | ||||||
| TIDES CENTER | |||||||||||||
| 1014 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | N/A | PC | LEADERSHIP DEVELOPMENT PROGRAM FOR YOUNG ADULTS WHO ARE DEAFBLIND | $39,750 | ||||||
| VISUALLY IMPAIRED ADVANCEMENT | |||||||||||||
| 1170 MAIN STREET | BUFFALO | NY | 14209 | N/A | PC | JOB PLACEMENT MENTORING INITIATIVE PHASE 3 | $50,400 | ||||||
| VISUALLY IMPAIRED ADVANCEMENT | |||||||||||||
| 1170 MAIN STREET | BUFFALO | NY | 14209 | N/A | PC | COVID-19 RESPONSE | $50,000 | ||||||
| VISIONSSERVICES FOR THE BLIND AND VISUALLY IMPAIRED | |||||||||||||
| 500 GREENWICH STREET 3RD FLOOR | NEW YORK | NY | 10013 | N/A | PC | EXPANSION OF VISIONS SERVICES IN WESTCHESTER COUNTY, ROCKLAND COUNTY AND THE HUDSON VALLEY | $717,847 | ||||||
| CANISIUS COLLEGE | |||||||||||||
| 2001 MAIN STREET | BUFFALO | NY | 14208 | N/A | PC | BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019 | $440,902 | ||||||
| CANISIUS COLLEGE | |||||||||||||
| 2001 MAIN STREET | BUFFALO | NY | 14208 | N/A | PC | BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024 | $129,810 | ||||||
| DOMINICAN COLLEGE OF BLAUVELT | |||||||||||||
| 470 WESTERN HWY | ORANGEBURG | NY | 10962 | N/A | PC | BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019 | $545,013 | ||||||
| DOMINICAN COLLEGE OF BLAUVELT | |||||||||||||
| 470 WESTERN HWY | ORANGEBURG | NY | 10962 | N/A | PC | BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024 | $244,765 | ||||||
| FAIRFIELD UNIVERSITY | |||||||||||||
| 1073 N BENSON RD | FAIRFIELD | CT | 06824 | N/A | PC | BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019 | $544,137 | ||||||
| FAIRFIELD UNIVERSITY | |||||||||||||
| 1073 N BENSON RD | FAIRFIELD | CT | 06824 | N/A | PC | BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024 | $242,768 | ||||||
| FORDHAM UNIVERSITY | |||||||||||||
| 45 COLUMBUS AVE 8TH FLOOR | NEW YORK | NY | 10023 | N/A | PC | BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019 | $201,190 | ||||||
| FORDHAM UNIVERSITY | |||||||||||||
| 45 COLUMBUS AVE 8TH FLOOR | NEW YORK | NY | 10023 | N/A | PC | BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024 | $383,692 | ||||||
| LE MOYNE COLLEGE | |||||||||||||
| 1419 SALT SPRINGS RD | SYRACUSE | NY | 13214 | N/A | PC | BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019 | $420,694 | ||||||
| LE MOYNE COLLEGE | |||||||||||||
| 1419 SALT SPRINGS RD | SYRACUSE | NY | 13214 | N/A | PC | BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024 | $150,000 | ||||||
| MANHATTANVILLE COLLEGE | |||||||||||||
| 2900 PURCHASE ST | PURCHASE | NY | 10577 | N/A | PC | BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019 | $542,682 | ||||||
| MANHATTANVILLE COLLEGE | |||||||||||||
| 2900 PURCHASE ST | PURCHASE | NY | 10577 | N/A | PC | BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024 | $450,000 | ||||||
| MARIST COLLEGE | |||||||||||||
| 3399 NORTH ROAD | POUGHKEEPSIE | NY | 12601 | N/A | PC | BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019 | $293,024 | ||||||
| MARIST COLLEGE | |||||||||||||
| 3399 NORTH ROAD | POUGHKEEPSIE | NY | 12601 | N/A | PC | BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024 | $250,000 | ||||||
| MARYMOUNT MANHATTAN COLLEGE | |||||||||||||
| 221 E 71ST ST | NEW YORK | NY | 10021 | N/A | PC | BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019 | $358,551 | ||||||
| MARYMOUNT MANHATTAN COLLEGE | |||||||||||||
| 221 E 71ST ST | NEW YORK | NY | 10021 | N/A | PC | BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024 | $150,000 | ||||||
| MOLLOY COLLEGE | |||||||||||||
| 1000 HEMPSTEAD AVE | ROCKVILLE CENTRE | NY | 11571 | N/A | PC | BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019 | $315,818 | ||||||
| MOLLOY COLLEGE | |||||||||||||
| 1000 HEMPSTEAD AVE | ROCKVILLE CENTRE | NY | 11571 | N/A | PC | BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024 | $150,000 | ||||||
| SETON HALL UNIVERSITY | |||||||||||||
| 457 CENTRE ST | SOUTH ORANGE | NJ | 07079 | N/A | PC | BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019 | $476,721 | ||||||
| SETON HALL UNIVERSITY | |||||||||||||
| 457 CENTRE ST | SOUTH ORANGE | NJ | 07079 | N/A | PC | BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024 | $408,105 | ||||||
| ST JOHN'S UNIVERSITY | |||||||||||||
| 308 MARILLAC HALL | QUEENS | NY | 11439 | N/A | PC | BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019 | $345,682 | ||||||
| ST JOHN'S UNIVERSITY | |||||||||||||
| 308 MARILLAC HALL | QUEENS | NY | 11439 | N/A | PC | BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024 | $150,000 | ||||||
| ST THOMAS AQUINAS COLLEGE | |||||||||||||
| 125 ROUTE 340 | SPARKILL | NY | 10976 | N/A | PC | BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 3, JULY 2014 - JUNE 2019 | $558,401 | ||||||
| ST THOMAS AQUINAS COLLEGE | |||||||||||||
| 125 ROUTE 340 | SPARKILL | NY | 10976 | N/A | PC | BROTHER KEARNEY SCHOLARSHIP PROGRAM, PHASE 4, JULY 2019 - JUNE 2024 | $150,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $11,947,575 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,780 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,762,590 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,316,667 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|
| OTHER INCOME | $0 | 18 | $2,854 | |
| INTEREST EARNED ON PRI | $0 | 14 | $198 | |
| RETURNED GRANT | $59,889 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,086,089 | ExclusionAmt |
| Related Or Exempt Function Incm | $59,889 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,145,978 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11C | LineNumberTxt |
| Relationship Statement | RETURNED GRANT USED IN FURTHERANCE OF THE FUND'S EXEMPT PURPOSE. | RelationshipStatementTxt |
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 | CONDON O'MEARA MCGINTY & DONNELLY LLP - AUDIT & TAX SERVICES | CategoryTxt |
| Amt | $37,617 | Amt |
| Net Investment Income | $20,703 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,914 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line2ForeignAddress/AddressLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR SHROFF'S CHARITY EYE HOSPITAL | ||||||||||||||||
| 5027 KEDARNATH ROAD | DARYAGANJ | NEW DELHI | IN | 110002 | 2017-07-12 | $679,116 | TO ESTABLISH A SCALABLE AND REPLICABLE TRAINING MODEL FOR MID-LEVEL EYE CARE PROFESSIONALS THAT, BY PLACING MORE SUCH TRAINED PHYSICIANS AT DR. SHROFF'S AND OTHER NORTH INDIAN EYE HOSPITALS, WILL HELP INCREASE THE VOLUME, EFFICIENCY, ACCESSIBILITY, AND SUSTAINABILITY OF EYE CARE IN THE REGION'S HIGH-NEED SETTINGS.NOTE: THIS IS A MULTI-YEAR GRANT APPROVED FOR $679,116 OF WHICH THE LAVELLE FUND FOR THE BLIND, INC. HAS PAID $135,235 IN 2020, $125,333 IN 2019 AND $340,362 IN 2017. THE LAVELLE FUND IS MONITORING THE GRANT CAREFULLY TO ENSURE THAT MONIES ARE SPENT AS PLANNED. THE REMAINING FUTURE COMMITMENT ON THIS GRANT IS $78,186. | $451,064 | TO KNOWLEDGE OF THE FUND, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | 7/31/20, 8/14/19, 11/30/18 | THE LAVELLE FUND HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | |||||
| FUNDACION GUATEMALTECA PARA NINOS CON SORDOCEGUERA ALEX (FUNDAL) | ||||||||||||||||
| 1A CALLE Y CARRETERA INTERAMERICANA | GUATEMALA CITY | GT | 01057 | 2020-06-01 | $307,000 | TO (1) PROVIDE OPERATING EXPENSES IN RESPONSE TO THE COVID-19 CRISIS, (2) SUPPORT THE CREATION OF A NEW DIGITAL TRANSFORMATION INITIATIVE LEADING TO EQUAL ACCESS TO TRAINING MATERIALS AND MORE EFFICIENT ONLINE SERVICES FOR ALL FUNDAL'S FAMILIES, AS WELL AS AN INTERNET-BASED SUSTAINABILITY MODEL FOR THE FUTURE, AND (3) ALLOW FUNDAL TO REPAY A REVOLVING BANK LOAN MATURING IN JUNE. | $77,933 | TO KNOWLEDGE OF THE FUND, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE. | 10/19/20 | THE LAVELLE FUND HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | 0-20 ZONA 1 DE MIXCO | |||||
| HEALTH MANAGEMENT ASSOCIATES | ||||||||||||||||
| 2020-10-12 | $20,000 | TO IDENTIFY STRATEGIC OPPORTUNITIES FOR FOUNDATIONS TO SUPPORT THE ESTABLISHMENT OF SUSTAINABLE MODELS OF CARE FOR NEW YORKERS WHO ARE BLIND OR LOW VISION. | LAVELLE FUND UNAWARE OF ANY DIVERSION BY GRANTEE FROM GRANT PURPOSES. | INITIAL REPORT DUE 12/31/21 | NOT APPLICABLE AS THE GRANTEE HAS NOT YET SUBMITTED ANY PROGRESS REPORTS. THIS IS A 12-MONTH GRANT WITH THE FINAL REPORT SCHEDULED TO BE SUBMITTED BY 12/31/2021. | 120 NORTH WASHINGTON | LANSING | MI | 48933 | |||||||
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BALL CORP | $133,125 | $133,125 |
| MARRIOTT INTL INC NEW | $206,524 | $206,524 |
| WISDOMTREE US SHRT | $531,443 | $531,443 |
| TD FDG CORP SR | $76,329 | $76,329 |
| NORTHRUP GRUMMAN CORP | $201,238 | $201,238 |
| SPDR BLOOMBERG BARCLAYS EMERGING MARKETS LOCAL BOND ETF | $709,407 | $709,407 |
| BROOKFIELD FIN INC | $219,538 | $219,538 |
| SEAGATE HDD CAYMAN | $36,726 | $36,726 |
| CITIGROUP INC | $105,749 | $105,749 |
| SCHWAB US AGGREGATE BOND ETF | $790,499 | $790,499 |
| NEWELL RUBBERMAID INC | $205,750 | $205,750 |
| WISDOMTREE YIELD ENHANCED US AGGREGATE BOND FUND | $971,680 | $971,680 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (79 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABIOMED INC | $489,219 | $489,219 |
| REPLIGEN CORP | $249,502 | $249,502 |
| REALPAGE INC | $703,765 | $703,765 |
| RBC BEARINGS INC | $198,376 | $198,376 |
| QUIDEL CORP | $338,820 | $338,820 |
| QUALYS INC | $638,477 | $638,477 |
| PROOFPOINT INC | $249,767 | $249,767 |
| PIMCO RAFI DYN MLT FCTR | $771,239 | $771,239 |
| PARKER HANNIFIN CORP | $357,947 | $357,947 |
| ORASURE TECHNOLOGIES INC | $424,787 | $424,787 |
| O REILLY AUTOMOTIVE INC | $401,430 | $401,430 |
| NICE LTD | $1,386,794 | $1,386,794 |
| MORNINGSTAR INC | $641,449 | $641,449 |
| MONDELEZ INTL INC | $369,881 | $369,881 |
| MICROSOFT CORP | $1,768,017 | $1,768,017 |
| MEDTRONIC PLC | $503,233 | $503,233 |
| WISDOMTREE US SMALL CAP QUALITY DIVIDEND GROWTH FUND | $626,615 | $626,615 |
| MANHATTAN ASSOCS INC | $788,850 | $788,850 |
| LOWES COMPANIES INCE | $473,986 | $473,986 |
| RESMED INC | $875,747 | $875,747 |
| ROCKWELL AUTOMATION INC NEW | $272,881 | $272,881 |
| S&P 500 VALUE INDEX INST | $5,702,849 | $5,702,849 |
| SALESFORCE.COM INC | $368,955 | $368,955 |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $1,057,128 | $1,057,128 |
| WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | $1,069,562 | $1,069,562 |
| VISA INC CL A | $677,407 | $677,407 |
| VERINT SYS INC | $675,831 | $675,831 |
| VEEVA SYS INC | $765,839 | $765,839 |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | $3,307,183 | $3,307,183 |
| VANGUARD FTSE EUROPE ETF | $6,679,827 | $6,679,827 |
| UNITEDHEALTH GROUP INC | $917,379 | $917,379 |
| LAUDER ESTEE COS CL A | $296,536 | $296,536 |
| THERMO FISHER SCIENTIFIC INC | $717,301 | $717,301 |
| SPDR MSCI EAFE STRATEGICFACTORS ETF | $1,069,023 | $1,069,023 |
| SHERWIN WILLIAMS CO | $333,649 | $333,649 |
| SEI INVESTMENTS CO | $402,290 | $402,290 |
| SCHWAB US BROAD MARKET ETF | $4,083,432 | $4,083,432 |
| SCHWAB FUNDAMENTAL US SMALL COMPANY INDEX ETF | $622,924 | $622,924 |
| SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETF | $761,194 | $761,194 |
| TJX COS INC NEW | $457,680 | $457,680 |
| KRATOS DEFENSE & SECURITY | $311,056 | $311,056 |
| MEDPACE HOLDINGS INC | $375,840 | $375,840 |
| ISHARES MSCI | $5,011,489 | $5,011,489 |
| DANAHER CORP | $556,683 | $556,683 |
| CYBER-ARK SOFTWARE LTD | $908,136 | $908,136 |
| COSTCO WHOLESALE CORP | $354,550 | $354,550 |
| COSTAR GROUP | $702,453 | $702,453 |
| KORNIT DIGITAL LTD | $1,659,155 | $1,659,155 |
| COGNEX CORP | $717,748 | $717,748 |
| BLACKROCK ULTRA SHORT | $262,500 | $262,500 |
| BLACKBAUD INC | $372,413 | $372,413 |
| BIO-TECHNE CORP | $806,577 | $806,577 |
| APPLE INC | $465,477 | $465,477 |
| ANSYS INC | $1,065,934 | $1,065,934 |
| AMERIPRISE FINANCIAL INC | $349,794 | $349,794 |
| AMERICAN TOWER CORP REIT | $333,098 | $333,098 |
| AMAZON.COM INC | $2,185,400 | $2,185,400 |
| ALPHABET INC CL A | $1,624,697 | $1,624,697 |
| AEROVIRONMENT INC | $875,952 | $875,952 |
| ADOBE INC. | $784,688 | $784,688 |
| ACCENTURE PLC IRELAND CL A | $642,315 | $642,315 |
| DEXCOM INC | $272,853 | $272,853 |
| DOLLAR GENERAL CORP | $248,364 | $248,364 |
| COMCAST CORP NEW CL A | $546,898 | $546,898 |
| FACEBOOK INC CL A | $1,134,160 | $1,134,160 |
| HMS HLDGS CORP | $790,125 | $790,125 |
| HOME DEPOT INC | $449,429 | $449,429 |
| HONEYWELL INTL INC | $374,352 | $374,352 |
| HENRY JACK & ASSOC INC | $515,128 | $515,128 |
| ICON PLC | $930,055 | $930,055 |
| IDEXX LABS INC | $1,192,122 | $1,192,122 |
| INST INDEX FUND INST | $37,784,796 | $37,784,796 |
| ILLUMINIA INC | $939,800 | $939,800 |
| GOLDMAN SACHS ACTIVEBETA US LARGE CAP EQUITY ETF | $1,062,043 | $1,062,043 |
| GENTEX CORP | $311,240 | $311,240 |
| FORTINET INC | $1,216,758 | $1,216,758 |
| FIDELITY NATL INFORMATION SVCS | $406,132 | $406,132 |
| FACTSET RESH SYS INC | $691,600 | $691,600 |
| INTERCONTINENTALEXCHANGE GROUP | $310,476 | $310,476 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CARTER LEDYARD & MILBURN LLP | CategoryTxt |
| Legal Fees | $9,787 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,787 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE | $2,722 | $135 | $2,587 |
| OFFICE SUPPLIES | $3,431 | $172 | $3,259 |
| COMPUTER AND TECHNOLOGY EXPENSES | $21,451 | $1,073 | $20,378 |
| BUSINESS INSURANCE | $2,325 | $0 | $2,325 |
| POSTAGE AND DELIVERY | $360 | $0 | $360 |
| FILING FEES | $500 | $0 | $500 |
| OFFICE EQUIPMENT, FURNITURE, AND ENHANCEMENTS | $8,006 | $0 | $8,006 |
| OTHER | $6,554 | $0 | $6,554 |
| DUES AND SUBSCRIPTIONS | $14,914 | $0 | $14,914 |
| PROFESSIONAL DEVELOPMENT | $502 | $0 | $502 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $2,854 | $2,854 | $2,854 |
| INTEREST EARNED ON PRI | $198 | $198 | $198 |
| RETURNED GRANT | $59,889 | $59,889 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED VALUE OF INVESTMENTS | Desc |
| Amt | $14,108,904 | Amt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| CENTRAL ASSOC FOR THE BLIND & VISUALLY IMPAIRED (CABVI) | ||||||||||
| NONE | $250,000 | $0 | 2015-08 | 2020-08 | EQUAL QUARTERLY INSTALLMENTS OF PRINCIPAL AND INTEREST AT A FIXED RATE OF 1% | 1.000000000000 | SECOND MORTGAGE ON PROPERTY OWNED BY CABVI | WAREHOUSE CONSTRUCTION PROJECT | NOT APPLICABLE | $0 |
| LAVELLE SCHOOL FOR THE BLIND | ||||||||||
| NONE | $240,000 | $240,000 | 2020-03 | 2021-12 | ALL PRINCIPAL AND INTEREST DUE 12/15/21 | 1.000000000000 | NONE | SCHOOL'S GENERAL CORPORATE PURPOSES OR OPERATING EXPENSES | NOT APPLICABLE | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (10 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $0 | $0 | $0 |
| - KASTEL CAPITAL ADVISORS | $27,521 | $27,521 | $0 |
| - AMERICAN CAPITAL MGMT. | $172,423 | $172,423 | $0 |
| - UBS | $113,532 | $113,532 | $0 |
| CONSULTING FEES | $0 | $0 | $0 |
| - VANGUARD | $2,500 | $0 | $2,500 |
| - FLYLEAF CREATIVE, INC. | $2,000 | $0 | $2,000 |
| - THE BENEFIT PRACTICE | $2,355 | $0 | $2,355 |
| - VENTUCOM | $8,160 | $0 | $8,160 |
| - PKF O' CONNOR DAVIES | $5,500 | $0 | $5,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $80,582 | $0 | $0 |
| FOREIGN TAXES | $9,730 | $9,730 | $0 |
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