HOFFMAN BROTHERS FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HOFFMAN BROTHERS FOUNDATION INC (EIN 45-1071016)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-12
- IRS object ID
- 202111329349100916
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-12T08:11:38-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823594374 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROHE TAX SERVICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12808 GRAND ELM STR | AddressLine1Txt |
| City | CLARKSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20871 | 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 | 451071016 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOFFMAN BROTHERS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOFF | BusinessNameControlTxt |
| Phone | 6462642615 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1285 AVENUE OF THE AMERICAS 5TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL HOFFMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6462642615 | PhoneNum |
| Signature | 2021-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | HOFFMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA ROHE | PreparerPersonNm |
| PTIN | P00294876 | PTIN |
| Phone | 3018822836 | PhoneNum |
| Preparation | 2021-05-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | $689,443 | 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 | $79 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $79 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,082 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,082 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $64,956 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $628,120 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $64,956 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $81,117 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,117 | 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 |
| Legal Fees Rev And Expnss | $10,402 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,280 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,050 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,179 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $279 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,058 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,467 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,667 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,156 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,946 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,330 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $263,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $263,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $301,156 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,946 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $277,330 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$220,039 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $78,171 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,105 | CashBOYAmt |
| Cash EOY | $13,716 | CashEOYAmt |
| Cash EOYFMV | $13,716 | CashEOYFMVAmt |
| Acct Rcvbl | $1,409 | AcctRcvblAmt |
| Acct Rcvbl EOY | $1,409 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,409 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $773,358 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $541,107 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $674,318 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $785,463 | TotalAssetsBOYAmt |
| Total Assets EOY | $556,232 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $689,443 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $10,271 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $10,271 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $775,192 | RetainedEarningBOYAmt |
| Retained Earning EOY | $556,232 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $775,192 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $556,232 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $785,463 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $556,232 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $775,192 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$220,039 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,079 | OtherIncreasesAmt |
| Subtotal | $556,232 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $556,232 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $222,382 | $219,618 | $2,764 | $2,764 | |
| PUBLICLY TRADED SECURITIES | $402,932 | $343,546 | $59,386 | $59,386 | |
| CAPITAL GAINS DIVIDENDS | $2,806 | $2,806 | $2,806 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,956 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,087 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,087 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,087 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,024 | 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 | $1,024 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $63 | 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 | DE | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL P HOFFMAN | IndividualWithBooksNm |
| Phone | 6462642615 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1285 AVENUE OF THE AMERICAS 5TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 | 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL P HOFFMAN | ||||||||
| 1285 AVENUE OF THE AMERICAS 5TH FL | NEW YORK | NY | 10019 | PRES, VP, TREAS, SEC, DIR | 1.00 | $0 | $0 | $0 |
| JAMES E HOFFMAN JR | ||||||||
| 1285 AVENUE OF THE AMERICAS 5TH FL | NEW YORK | NY | 10019 | DIRECTOR | 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 | $716,137 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,247 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $734,384 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $734,384 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,016 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $723,368 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,168 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,168 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,087 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,087 | TotalTaxAmt |
| Distributable Before Adj | $35,081 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,081 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $35,081 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $277,330 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $277,330 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $277,330 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,081 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $531,834 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $206,512 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $173,353 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $84,125 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $130,693 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,126,517 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $277,330 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,081 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $242,249 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,368,766 | 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 | $531,834 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $836,932 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $206,512 | ExcessFromYear4Amt |
| Excess From Year3 | $173,353 | ExcessFromYear3Amt |
| Excess From Year2 | $84,125 | ExcessFromYear2Amt |
| Excess From Year1 | $130,693 | ExcessFromYear1Amt |
| Excess From Current Year | $242,249 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES E HOFFMAN JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NOMI NETWORK | |||||||
| 460 PARK AVENUE SOUTH 12TH FL | NEW YORK | NY | 10016 | NONE - PUBLIC CHARITY | PC | WOMEN/HUMAN TRAFFIKING | $1,000 |
| TAKE HEART | |||||||
| P O B 211305 | AUGUSTA | GA | 30917 | NONE - PUBLIC CHARITY | PC | SUPPORT HEART AND VASCULAR DIAGNOSIS AND TREATMENT | $2,000 |
| SUFFERN HIGH SCHOOLATHLETIC | |||||||
| 49 VIOLA RD | SUFFERN | NY | 10901 | NONE - PUBLIC CHARITY | PC | SUPPORT SCHOOL ATHLETIC ACTIVITIES | $2,000 |
| SILA CALDERON FOUNDATION | |||||||
| 1012 CALLE GONZALEZ | SAN JUAN | PR | 00925 | NONE - PUBLIC CHARITY | PC | PROVIDES SUPPORT ON THE ISSUES OF POVERTY AND THE ROLE OF WOMEN IN SOCIETY | $2,500 |
| THE NEW SCHOOL | |||||||
| 79 FIFTH AVE | NEW YORK | NY | 10003 | NONE - PUBLIC CHARITY | PC | SUPPORT EDUCATIONAL PROGRAMS | $2,500 |
| PROSTATE ACTION INC | |||||||
| 229 E 79TH STREET 1A | NEW YORK | NY | 10075 | NONE - PUBLIC CHARITY | PC | PROSTATE RESEARCH & EDUCATION | $2,500 |
| POUND RIDGE FIRE DEPARTMENT INC | |||||||
| POBOX 129 | POUND RIDGE | NY | 10576 | NONE - PUBLIC CHARITY | PC | VOLUNTEER FIRE DEPARTMENT FOR FIRE PREVENTION, PROTECTION,CONTROL | $2,500 |
| ST JOSEPHS HOSPITALST VINCENT | |||||||
| 275 NORTH STREET | HARRISON | NY | 10528 | NONE - PUBLIC CHARITY | PC | TECHNOLOGY DEPARTMENT UPGRADES | $5,000 |
| MONMOUTH UNIVERSITY | |||||||
| 400 CEDAR AVE | W LONG BRANCH | NJ | 07764 | NONE - PUBLIC CHARITY | PC | BASKETBALL PROGRAM | $5,000 |
| CABRINI MISSION FOUNDATION | |||||||
| 222 E 19TH STREET 5B | NEW YORK | NY | 10003 | NONE - PUBLIC CHARITY | PC | EDUCATION IN LATIN AMERICA | $6,000 |
| ST CABRINI NURSING HOME | |||||||
| 115 BROADWAY | DOBBS FERRY | NY | 10522 | NONE - PUBLIC CHARITY | PC | SUPPORT PROGRAMS IN ELDERCARE | $10,000 |
| URSULINE SCHOOL | |||||||
| 1354 NORTH AVENUE | NEW ROCHELLE | NY | 10804 | NONE - PUBLIC CHARITY | PC | CAPITAL CAMPAIGN; GENERAL HIGH SCHOOL PROGRAMS GRANT | $10,000 |
| ACTT NATURALLY | |||||||
| PO BOX 225 | GREENWICH | NY | 12834 | NONE - PUBLIC CHARITY | PC | TRANSITIONING THOROUGHBREDS FROM RACING CAREERS TO NEW PRODUCTIVE LIVES | $10,000 |
| THE CULINARY INSTITUTE OF AMERICA | |||||||
| 1946 CAMPUS DR | HYDE PARK | NY | 12538 | NONE - PUBLIC CHARITY | PC | SUPPORTING TEEN EDUCATIONAL PROGRAMS WITH AN EMPHASIS ON CULINARY ARTS | $12,000 |
| COLLEGE OF MT ST VINCENT | |||||||
| 6301 RIVERDALE AVENUE | RIVERDALE | NY | 10471 | NONE - PUBLIC CHARITY | PC | CONTINUE UPGRADE OF FACILITIES | $12,500 |
| SEEDS OF AFRICA | |||||||
| 55 BROADS ST | NEW YORK | NY | 10004 | NONE - PUBLIC CHARITY | PC | SUPPORT OF EDUCATION PROGRAM | $15,000 |
| SCALABRINI INTERNATIONAL MIGRATION NETWORK | |||||||
| 307 E 60TH ST | NEW YORK | NY | 10022 | NONE - PUBLIC CHARITY | PC | HUMAN TRAFFICKING FUND | $43,000 |
| GLOBAL IMPACT | |||||||
| 1199 N FAIRFAX ST SUITE 300 | ALEXANDRIA | VA | 22314 | NONE - PUBLIC CHARITY | PC | EDUCATION AND GLOBAL HEALTH PROGRAM SUPPORT | $45,000 |
| NY CATHOLIC FOUNDATION | |||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | NONE - PUBLIC CHARITY | PC | PROMOTE RELIGIOUS EDUCATION | $7,000 |
| SMILE TRAIN | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE - PUBLIC CHARITY | PC | PROVIDE CLEFT LIP AND PALATE SURGERY TO CHILDREN IN NEED | $15,000 |
| POKROVA UKRAINIAN EDUCATION FOUNDATION | |||||||
| 3555 W 26TH STREET | CHICAGO | IL | 60623 | NONE - PUBLIC CHARITY | PC | TO EXPAND CULTURAL AWARENESS | $5,000 |
| THE END FUND | |||||||
| 2 PARK AVENUE | NEW YORK | NY | 10016 | NONE - PUBLIC CHARITY | PC | TO ELIMINATE NEGLECTED DISEASES AMONG VULNERABLE PEOPLE | $5,000 |
| SACRED HEART SCHOOL | |||||||
| 60 WASHINGTON AVENUE | SUFFERN | NY | 10901 | NONE - PUBLIC CHARITY | PC | PROVIDE RELIGIOUS EDUCATION | $10,000 |
| MARTIN LUTHER SCHOOL | |||||||
| 60-02 MASPETH AVENUE | MASPETH | NY | 11378 | NONE - PUBLIC CHARITY | PC | PROMOTE RELIGIOUS EDUCATION | $2,500 |
| CENTER ON ADDICTION | |||||||
| 600 FIRST AVENUE 7 NW | NEW YORK | NY | 10022 | NONE - PUBLIC CHARITY | PC | ASSIST THOSE STRUGGLING WITH ADDICTION | $4,000 |
| UGA FOUNDATION | |||||||
| PO BOX 1412 | ATHENS | GA | 30603 | NONE - PUBLIC CHARITY | PC | ENRICHING QUALITY OF EDUCATION | $10,000 |
| SYNERGOS | |||||||
| 3 EAST 54TH STR | NEW YORK | NY | 10022 | NONE - PUBLIC CHARITY | PC | BRING PEOPLE TOGETHER TO SOLVE COMPLEX PROBLEMS | $10,000 |
| EMMANUEL SCHOOL OF MISSION | |||||||
| 371 E 150TH STREET | BRONX | NY | 10455 | NONE - PUBLIC CHARITY | PC | FAITH-BASED OUTREACH | $5,000 |
| ALBERTUS MAGNUS COLLEGE | |||||||
| 700 PROSPECT STREET | NEW HAVEN | CT | 06511 | NONE - PUBLIC CHARITY | PC | LIBERAL ARTS EDUCATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $263,000 | 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 | $79 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,082 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $64,956 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $81,117 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,117 | 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 FEES | CategoryTxt |
| Amt | $4,050 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,050 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JPM 48005 ALTERNATIVES | FMV | $30,621 | $30,860 |
| JPM 48005 FIXED INCOME | FMV | $237,355 | $249,013 |
| JPM 48005 EQUITIES | FMV | $272,755 | $394,069 |
| JPM ACCRUED DIVIDENDS | FMV | $376 | $376 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,402 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,280 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $2,667 | $2,667 | $0 |
| PHILANTHROPY NY DUES | $1,800 | $0 | $0 |
| FADICA DUES | $10,000 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $1,079 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| JPM 48005 FOREIGN TAX | $279 | $279 | $0 |
| 2020 ESTIMATED TAX PMT | $900 | $0 | $0 |
Comments