LOSTAND FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LOSTAND FOUNDATION INC (EIN 13-3945705)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-09-15
- IRS object ID
- 202112589349100431
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-15T13:50:15-05:00 | ReturnTs |
| Tax Period End | 2020-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100174683 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133945705 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOSTAND FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JONATHAN F P ROSE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOST | BusinessNameControlTxt |
| Phone | 9142321396 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 MAIN STREET | AddressLine1Txt |
| City | COLD SPRING | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10516 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN ROSE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9142321396 | PhoneNum |
| Signature | 2021-09-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH J BARRECA | PreparerPersonNm |
| PTIN | P00310073 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2021-09-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,529,650 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,082,222 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $34,492 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34,492 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $101,185 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $101,185 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $216,840 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $216,840 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $67,618 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $648,350 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,636,374 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $648,350 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,083,089 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,000,867 | 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 | $1,164 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,164 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,365 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,841 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,524 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,507 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $197,731 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $315,413 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $300,097 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,316 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $541,180 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $304,945 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,004 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,315,762 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,315,762 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,856,942 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $304,945 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,346,766 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$773,853 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $695,922 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $250,245 | CashBOYAmt |
| Cash EOY | $192,369 | CashEOYAmt |
| Cash EOYFMV | $192,369 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $685,137 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $414,018 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $414,018 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $99,610 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,532,035 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,522,337 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,978,236 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,723,901 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,404,010 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,605,004 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $269,819 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $475,337 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $478,830 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,856,571 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,615,144 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,439,158 | LandBOYAmt |
| Land EOY | $6,241,427 | LandEOYAmt |
| Land EOYFMV | $13,717,693 | LandEOYFMVAmt |
| Other Assets BOY | $152,758 | OtherAssetsBOYAmt |
| Other Assets EOY | $143,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $143,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,152,663 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,392,998 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,529,650 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $14,152,663 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,392,998 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,152,663 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,392,998 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,152,663 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,392,998 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,152,663 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$773,853 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,188 | OtherIncreasesAmt |
| Subtotal | $13,392,998 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,392,998 | 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 | $4,636,374 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,988,024 | CostOrOtherBasisAmt |
| Gain Or Loss | $648,350 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $648,350 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $648,350 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,872,723 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,328,787 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.255530 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,469,393 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,385,143 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.198966 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,275,067 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,511,703 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.282613 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,718,257 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,862,953 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.353336 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,579,804 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,279,807 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.251569 | DistributionYr5Rt |
| Total Distribution | 1.342014 | TotalDistributionRt |
| Average Distribution | 0.268403 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,350,127 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,704,393 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,959 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,711,352 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,346,766 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $6,959 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,959 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,959 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,876 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $17,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $29,876 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $22,917 | OverpaymentAmt |
| Applied To ES Tax | $8,800 | AppliedToESTaxAmt |
| Refund | $14,117 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONATHAN F P ROSE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9142321396 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 MAIN STREET | AddressLine1Txt |
| City | COLD SPRING | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10516 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| JONATHAN F P ROSE | ||||||||
| 144 MAIN STREET | COLD SPRING | NY | 10516 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DIANA C ROSE | ||||||||
| 144 MAIN STREET | COLD SPRING | NY | 10516 | VICE PRESIDENT/SECRETARY | 1.00 | $0 | $0 | $0 |
| ARIEL FLORES | ||||||||
| 144 MAIN STREET | COLD SPRING | NY | 10516 | TREASURER | 1.00 | $0 | $0 | $0 |
| RACHEL ROSE | ||||||||
| 144 MAIN STREET | COLD SPRING | NY | 10516 | ASSISTANT TREASURER | 1.00 | $0 | $0 | $0 |
| VIVIAN WEIXELDORFER | ||||||||
| 144 MAIN STREET | COLD SPRING | NY | 10516 | ASSISTANT SECRETARY | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | BUILDING USED FOR CHARITABLE PURPOSES BY PUBLIC CHARITY TO HOST PROGRAMS, EDUCATIONAL CONFERENCES AND SEMINARS. | Description1Txt |
| Expenses1 | $197,731 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,786,260 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $921,756 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $738,813 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,446,829 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,446,829 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $96,702 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,350,127 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $317,506 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $317,506 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,959 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,959 | TotalTaxAmt |
| Distributable Before Adj | $310,547 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $310,547 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $310,547 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,346,766 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,346,766 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,959 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,339,807 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $310,547 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,317,485 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,478,857 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,120,452 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,108,742 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,509,963 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,535,499 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,346,766 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $310,547 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,036,219 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,571,718 | 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 | $1,317,485 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,254,233 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,478,857 | ExcessFromYear4Amt |
| Excess From Year3 | $1,120,452 | ExcessFromYear3Amt |
| Excess From Year2 | $1,108,742 | ExcessFromYear2Amt |
| Excess From Year1 | $1,509,963 | ExcessFromYear1Amt |
| Excess From Current Year | $2,036,219 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JONATHAN F P ROSE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GARRISON INTERNATIONAL INSTITUTE | ||||||||||||
| 14 MARYS WAY | GARRISON | NY | 10524 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $650,592 | ||||||
| GARRISON INSTITUTE | ||||||||||||
| PO BOX 532 | GARRISON | NY | 10524 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $472,542 | ||||||
| DLA ART FOUNDATION | ||||||||||||
| 6400 BEULAH STREET SUITE 100 | ALEXANDRIA | VA | 22310 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $210,000 | ||||||
| BROOKLYN ACADEMY OF MUSIC | ||||||||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $100,000 | ||||||
| DRUK RALUNG SHEDRUP | ||||||||||||
| PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $100,000 | PO BOX 1258 | KABISA | THIMPHU | BT | ||||||
| MINDFULNESS INITIATIVE | ||||||||||||
| PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $75,000 | 18-20 UNION STREET | SHEFFIELD | UK | S1 2JP | ||||||
| ENTERPRISE COMMUNITY PARTNERS | ||||||||||||
| 10227 WINCOPIN CIRCLE | COLUMBIA | MD | 21044 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $62,500 | ||||||
| GARRISON INSTITUTE INTERNATIONAL | ||||||||||||
| 14 MARYS WAY | GARRISON | NY | 10524 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $62,500 | ||||||
| SYNERGOS | ||||||||||||
| 3 E 54TH STREET | NEW YORK | NY | 10022 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $51,000 | ||||||
| TRUST FOR PUBLIC LAND | ||||||||||||
| 666 BROADWAY 9 | NEW YORK | NY | 10012 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $50,000 | ||||||
| JEWEL HEART | ||||||||||||
| 231 E ANN STREET | ANN ARBOR | MI | 48104 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $41,158 | ||||||
| JAZZ AT LINCOLN CENTER | ||||||||||||
| 33 WEST 60TH STREET | NEW YORK | NY | 10023 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $35,000 | ||||||
| THE METROPOLITAN OPERA | ||||||||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $35,000 | ||||||
| SCENIC HUDSON | ||||||||||||
| OINE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 12601 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $26,000 | ||||||
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||||||
| CENTRAL PARK WEST 79TH STREET | NEW YORK | NY | 10024 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $25,000 | ||||||
| INSIGHT MEDITATION CENTER-TEACHERS FUND | ||||||||||||
| 28 WEST 27TH STREET | NEW YORK | NY | 10001 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $25,000 | ||||||
| NATIONAL VOTE AT HOME INSTITUTE | ||||||||||||
| 1100 H ST | WASHINGTON | DC | 20005 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $25,000 | ||||||
| SOUTHHAMPTON HOSPITAL FOUNDATION | ||||||||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $25,000 | ||||||
| STORM KING ART CENTER | ||||||||||||
| ONE MUSEUM ROAD | NEW WINDSOR | NY | 12553 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $25,000 | ||||||
| WHITNEY MUSEUM | ||||||||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $20,000 | ||||||
| PEACEJAM FOUNDATION | ||||||||||||
| 11200 RALSTON RD | ARVADA | CO | 11200 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $15,000 | ||||||
| VINCEREMOS THERAPEUTIC | ||||||||||||
| 13300 6TH COURT N | LOXAHATCHEE | FL | 33470 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $13,250 | ||||||
| BHUTAN FOUNDATION | ||||||||||||
| 21 DUPONT CIRCLE NW SUITE 700 | WASHINGTON | DC | 20036 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | ||||||
| CAPITAL INSTITUTE | ||||||||||||
| PO BOX 22 | STONINGTON | CT | 06378 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | ||||||
| COACHING RESEARCHING LABORATORY CASE | ||||||||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 441067235 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | ||||||
| HUMAN RIGHTS WATCH | ||||||||||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 10118 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | ||||||
| NY PUBLIC LIBRARY | ||||||||||||
| STEPHEN A SCHWARZMAN BUILDING FIFTH | NEW YORK | NY | 10018 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | AVENUE AND 42ND STREET | |||||
| THE FORTUNE SOCIETY | ||||||||||||
| 2976 NORTHERN BLVD | LONG ISLAND CITY | NY | 11101 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | ||||||
| TOWN OF PHILIPSTOWN | ||||||||||||
| 238 MAIN ST | COLD SPRING | NY | 10516 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | ||||||
| WESTERN NATIVE VOICE | ||||||||||||
| 310 N 27TH ST | BILLINGS | MT | 59101 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | ||||||
| YALE UNIVERSITY | ||||||||||||
| PO BOX 2038 | NEW HAVEN | CT | 05401 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | ||||||
| YESOD FOUNDATION | ||||||||||||
| PO BOX 48 | BOULDER | CO | 80306 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $7,320 | ||||||
| KARUNA-SHECHEN USA | ||||||||||||
| 237 WEST 35TH STREET SUITE 1101 | NEW YORK | NY | 10001 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $6,000 | ||||||
| COUNCIL ON FOREIGN RELATIONS | ||||||||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | ||||||
| ORIGINAL MUSIC WORKSHOP | ||||||||||||
| 80 N 6TH ST | BROOKLYN | NY | 11249 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | ||||||
| RIVERKEEPER | ||||||||||||
| 20 SECOR ROAD | OSSINING | NY | 10562 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | ||||||
| THE TIBET FUND FOR REIMAGINING DOEGULING | ||||||||||||
| 241 E 32ND ST 3RD FLOOR | NEW YORK | NY | 10016 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | ||||||
| EQUAL JUSTICE INITIATIVE | ||||||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $4,000 | ||||||
| HIMALAYAN ELDERS PROJECT | ||||||||||||
| 4101 75TH ST | ELMHURST | NY | 11373 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $3,000 | ||||||
| BLANK FORMS INC | ||||||||||||
| 468 GRAND AVENUE APT 3A | BROOKLYN | NY | 112382734 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,500 | ||||||
| LEN RAGOZIN FOUNDATION | ||||||||||||
| 300 CADMAN PLAZA WEST 12TH FLOOR | BROOKLYN | NY | 11201 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,500 | SUITE 12015 | |||||
| URBAN ASSEMBLY | ||||||||||||
| 90 BROAD STREET SUITE 2101 | NEW YORK | NY | 10004 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,500 | ||||||
| CENTER FOR THERAPEUTIC RIDING OF THE EAST END INC | ||||||||||||
| PO BOX 1148 | BRIDGEHAMPTON | NY | 119321148 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,000 | ||||||
| INTERNATIONAL SOCIETY FOR ECOLOGY & CULTURE | ||||||||||||
| PO BOX 3657 | EAST HARDWICK | VT | 05836 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,000 | ||||||
| MANITOGATHE RUSSELL WRIGHT DESIGN CENTER | ||||||||||||
| PO BOX 249 | GARRISON | NY | 10524 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,000 | ||||||
| THE NATURE CONSERVANCY | ||||||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,000 | ||||||
| SIGNATURE THEATRE | ||||||||||||
| 480 W 42ND STREET | NEW YORK | NY | 10036 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,800 | ||||||
| AMERICAN JEWISH WORLD | ||||||||||||
| 45 W 36TH STREET 11 | NEW YORK | NY | 10018 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | ||||||
| CARNEGIE HALL | ||||||||||||
| 881 7TH AVE | NEW YORK | NY | 10019 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | ||||||
| CENTER FOR WHOLE COMMUNITY | ||||||||||||
| 209 BATTERY STREET | BURLINGTON | VT | 05401 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | ||||||
| CONSTITUTION MARSH AUDUBON CENTER AND SANCTUARY | ||||||||||||
| 127 WARREN LANDING ROAD | GARRISON | NY | 10524 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | ||||||
| DWIGHT HALL AT YALE | ||||||||||||
| 143 ELM STREET | NEW HAVEN | CT | 06520 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | ||||||
| ECOAMERICA | ||||||||||||
| 1730 RHODE ISLAND AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | 200 | |||||
| GARRISON VOLUNTEER FIRE CO | ||||||||||||
| 71 UPPER STATION ROAD | GARRISON | NY | 10524 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | ||||||
| GREYSTON FOUNDATION | ||||||||||||
| 21 PARK AVENUE | YONKERS | NY | 10703 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | ||||||
| HARMONY PROJECT HUDSON | ||||||||||||
| C/O BFFA 1430 BROADWAY SUITE 1208 | NEW YORK | NY | 100180000 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | ||||||
| HORACE MANN SCHOOL | ||||||||||||
| 231 W 246TH STREET | BRONX | NY | 10471 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | ||||||
| IBME INWARD BOUND MINDFULNESS EDUCATION | ||||||||||||
| PO BOX 516 | CONCORD | MA | 01742 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | ||||||
| INSTITUTE FOR JEWISH SPIRITUALITY | ||||||||||||
| 121 W 27TH STREET SUITE 404 | NEW YORK | NY | 10001 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | ||||||
| LAND TRUST ALLIANCE | ||||||||||||
| 1660 L ST NW SUITE 1100 | WASHINGTON | DC | 20036 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | ||||||
| MEREDITH MONKHOUSE | ||||||||||||
| 260 WEST BROADWAY | NEW YORK | NY | 10013 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | ||||||
| NALANDA INSTITUTE | ||||||||||||
| 300 CENTRAL PARK W 1D | NEW YORK | NY | 10024 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | ||||||
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||||||||
| 2600 VIRGINIA AVENUE NW SUITE 1100 | WASHINGTON | DC | 20037 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | ||||||
| OPEN SPACE INSTITUTE | ||||||||||||
| 1350 BROADWAY 201 | NEW YORK | NY | 10018 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | ||||||
| POLO FOR LIFE | ||||||||||||
| 11924 FOREST HILL BLVD 10A-218 | WELLINGTON | FL | 33414 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | ||||||
| REPRIEVE | ||||||||||||
| PO BOX 3657 | NEW YORK | NY | 10174 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | ||||||
| COTTONWOOD GULCH | ||||||||||||
| 9223 4TH STREET NW | ALBUQUERQUE | NM | 87114 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | ||||||
| GLYNWOOD CENTER | ||||||||||||
| PO BOX 157 | COLD SPRING | NY | 10516 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | ||||||
| WNYC RADIO | ||||||||||||
| 160 VARICK STREET 8TH FLOOR | NEW YORK | NY | 10013 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | ||||||
| CENTURY ASSOCIATION ARCHIVES FOUNDATION | ||||||||||||
| 7 W 43RD STREET | NEW YORK | NY | 10036 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | ||||||
| CLEARWATER | ||||||||||||
| 724 WOLCOTT AVENUE | BEACON | NY | 12508 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | ||||||
| COLD SPRING FARMERS MARKET | ||||||||||||
| 1601 RTE 9D | GARRISON | NY | 10524 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | ||||||
| DESMOND FISH LIBRARY | ||||||||||||
| 472 RTE 403 | GARRISON | NY | 10524 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | ||||||
| HARVESTWORKS | ||||||||||||
| 596 BROADWAY | NEW YORK | NY | 10012 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | ||||||
| HIGHLANDS CURRENT | ||||||||||||
| 161 MAIN STREET | COLD SPRING | NY | 10516 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | ||||||
| NEW AMSTERDAM SINGERS | ||||||||||||
| PO BOX 373 CATHEDRAL STATION | NEW YORK | NY | 10025 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | ||||||
| PHILLIPSTOWN DEPOT THEATER | ||||||||||||
| PO BOX 221 | GARRISON | NY | 10524 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | ||||||
| SEEDS OF PEACE | ||||||||||||
| 370 LEXINGTON AVE STE 1201 | NEW YORK | NY | 10017 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | ||||||
| THE HASTINGS CENTER | ||||||||||||
| 21 MALCOLM GORDON ROAD | GARRISON | NY | 10524 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | ||||||
| THIRTEEN | ||||||||||||
| 17010 INTERSTATE 20 | CISCO | TX | 76437 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | ||||||
| WFUV FORDHAM UNIVERSITY | ||||||||||||
| FORDHAM UNIVERSITY | BRONX | NY | 10458 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | ||||||
| SNOWMASSCAPITOL CREEK | ||||||||||||
| BOX 507 | SNOWMASS | CO | 81654 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $100 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,315,762 | 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 | $34,492 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $101,185 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $67,618 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $648,350 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $851,645 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $851,645 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ESTATE OF SANDRA PRIEST ROSE | |||||||
| 1 | 144 MAIN STREET | COLD SPRING | NY | 10516 | $200,000 | Yes (X) | |
| JONATHAN F P ROSE | |||||||
| 2 | 144 MAIN STREET | COLD SPRING | NY | 10516 | $882,222 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $882,222 | FairMarketValueAmt |
| Received | 2020-04-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,365 | Amt |
| Net Investment Income | $4,841 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,524 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING | 2003-03-18 | $1,208,000 | $514,968 | SL | 39.000000000000 | $30,974 | $0 |
| LAND | 2003-03-18 | $302,000 | L | $0 | $0 | ||
| BUILDING IMPROVEMENTS | 2003-03-18 | $277,686 | $118,377 | SL | 39.000000000000 | $7,120 | $0 |
| FURNITURE & FIXTURES | 2003-03-18 | $70,858 | $70,858 | 200DB | 7.000000000000 | $0 | $0 |
| BUILDING IMPROVEMENTS | 2003-03-18 | $3,421,333 | $1,458,516 | SL | 39.000000000000 | $87,726 | $0 |
| FURNITURE & FIXTURES | 2003-03-18 | $276,400 | $276,400 | 200DB | 7.000000000000 | $0 | $0 |
| BUILDING IMPROVEMENTS | 2004-04-30 | $588,262 | $234,434 | SL | 39.000000000000 | $15,084 | $0 |
| BUILDING IMPROVEMENTS | 2004-04-30 | $12,076 | $4,818 | SL | 39.000000000000 | $310 | $0 |
| CONDOMINIUM UNITS | 2003-12-04 | $1,495,762 | L | $0 | $0 | ||
| BUILDING IMPROVEMENTS | 2004-11-01 | $18,190 | $6,972 | SL | 39.000000000000 | $466 | $0 |
| BUILDING IMPROVEMENTS | 2004-11-01 | $356,820 | $136,867 | SL | 39.000000000000 | $9,149 | $0 |
| BUILDING IMPROVEMENTS | 2005-11-01 | $391,228 | $140,031 | SL | 39.000000000000 | $10,031 | $0 |
| BUILDING IMPROVEMENTS | 2007-05-01 | $1,184,210 | $378,306 | SL | 39.000000000000 | $30,364 | $0 |
| BUILDING IMPROVEMENTS | 2007-11-01 | $216,824 | $66,488 | SL | 39.000000000000 | $5,560 | $0 |
| BUILDING IMPROVEMENTS | 2008-11-01 | $36,921 | $10,377 | SL | 39.000000000000 | $947 | $0 |
| BUILDING | 2014-06-20 | $1 | $1 | L | 39.000000000000 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 45 DISNEY WALT CO | $4,890 | $5,456 |
| 8145.212 SHRS JPM GRWTH ADVANTAGE FD | $178,039 | $239,876 |
| 25028.03 JPM UNCONSTRAINED DEBT FD | $250,906 | $251,532 |
| PIMCO | $2,970,175 | $3,108,140 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 887 SHS SECOND SIGHT MED PRODS INC | $102,788 | $656 |
| 70195 SHS PURETECH HEALTH PLC | $10,845 | $235,491 |
| ISHARES SHORT- TERM NATL MUN BD | $341,536 | $346,816 |
| 145 COMCAST CORP | $5,948 | $6,125 |
| 50 HOME DEPOT INC | $9,718 | $13,336 |
| 100 NIKE INC | $6,709 | $12,008 |
| 100 TJX COS INC | $3,897 | $5,080 |
| 45 YUM BRANDS INC | $3,713 | $4,200 |
| 100 CONAGRA BRANDS INC | $3,563 | $3,509 |
| 30 COSTCO WHSL CORP | $5,762 | $10,729 |
| 70 PEPSICO INC | $8,310 | $9,330 |
| 65 WALMART INC | $6,803 | $9,019 |
| 70 BANK NEW YORK MELLON CORP | $3,954 | $2,405 |
| 45 CHUBB LIMITED COM | $6,896 | $5,846 |
| 15 GOLDMAN SACHS GROUP INC | $3,923 | $2,836 |
| 175 JP MORGAN CHASE & CO | $20,006 | $17,157 |
| 35 ABBVIE INC | $4,049 | $2,979 |
| 50 BECTON DICKINSON & CO | $11,843 | $11,557 |
| 175 BRISTOL MYERS | $10,573 | $10,229 |
| 74 BRISTOL MYERS SQUIBB CO CONTNGNT | $158 | $241 |
| 35 CIGNA CORP | $7,189 | $5,844 |
| 85 GILEAD SCIENCES INC | $6,962 | $4,943 |
| 20 MCKESSON HBOC INC | $3,180 | $2,950 |
| 120 MERCK & CO INC | $7,049 | $9,025 |
| 270 PFIZER INC | $9,879 | $9,580 |
| 40 THERMO FISHER SCIENTIFIC INC | $8,737 | $18,925 |
| 25 BOEING CO | $8,773 | $3,610 |
| 60 NORFOLK SOUTHERN CORP | $8,699 | $12,547 |
| 50 PARKER HANNIFIN CORP | $9,522 | $10,418 |
| 25 STANLEY BLACK & DECKER | $4,087 | $4,155 |
| 25 ADOBE SYS INC | $4,911 | $11,178 |
| 10 ALPHABET INC | $11,205 | $16,161 |
| 10 ALPHABET INC | $11,166 | $16,210 |
| 30 BROADCOM LIMITED | $7,089 | $10,489 |
| 175 CISCO SYS INC | $7,227 | $6,283 |
| 50 FACEBOOK INC | $9,531 | $13,156 |
| 250 MICROSOFT CORP | $23,023 | $50,618 |
| 25 NVIDIA CORP | $5,862 | $12,534 |
| 130 ORACLE CORP | $6,529 | $7,294 |
| 100 VISA INC | $12,104 | $18,171 |
| 35 ECOLAB INC | $4,803 | $6,426 |
| 75 SEALED AIR CORP | $3,464 | $2,969 |
| 75 AT&T INC | $2,441 | $2,027 |
| 129 T MOBILE US INC | $8,232 | $14,135 |
| 160 NEXTERA ENERGY INC | $6,258 | $12,144 |
| 75 PROLOGIS INC REIT | $4,749 | $7,440 |
| 986.46 ABERDEEN US SMALL CAP | $35,047 | $35,601 |
| 2830.36 INVESCO EUROPEAN GROWTH FUND | $118,257 | $95,694 |
| 1595.39 MATTHEWS JAPAN FUND | $37,930 | $38,481 |
| 7708.5 PARNASSUS EQUITY INCOME FUND | $331,680 | $384,269 |
| 75000 SHS PURETECH HEALTH PLC | $258,244 | $251,650 |
| 125000 JPM CBEN SPX 3/31/21 | $125,000 | $138,750 |
| 29991.431 JPM GRWTH ADVANTAGE FD - CL I | $700,000 | $883,248 |
| JPM MANAGED INCOME FD - USD - L | $135,275 | $135,275 |
| VANGUARD | $7,239 | $16,487 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLINK HEALTH HOLDINGS LLC | AT COST | $68,769 | $269,819 |
| J.C. FLOWERS III PRIVATE INVESTORS | AT COST | $256,298 | $58,966 |
| ALL HERE | AT COST | $50,000 | $50,000 |
| CARESHIP | AT COST | $59,770 | $59,770 |
| LYME CONSERVATION OPPORTUNITY FUND | AT COST | $10,500 | $8,546 |
| PIMCO DISCO III | AT COST | $30,000 | $31,729 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING | $1,208,000 | $545,942 | $662,058 |
| LAND | $302,000 | $0 | $302,000 |
| BUILDING IMPROVEMENTS | $277,686 | $125,497 | $152,189 |
| FURNITURE & FIXTURES | $70,858 | $70,858 | $0 |
| BUILDING IMPROVEMENTS | $3,421,333 | $1,546,242 | $1,875,091 |
| FURNITURE & FIXTURES | $276,400 | $276,400 | $0 |
| BUILDING IMPROVEMENTS | $588,262 | $249,518 | $338,744 |
| BUILDING IMPROVEMENTS | $12,076 | $5,128 | $6,948 |
| CONDOMINIUM UNITS | $1,495,762 | $0 | $1,495,762 |
| BUILDING IMPROVEMENTS | $18,190 | $7,438 | $10,752 |
| BUILDING IMPROVEMENTS | $356,820 | $146,016 | $210,804 |
| BUILDING IMPROVEMENTS | $391,228 | $150,062 | $241,166 |
| BUILDING IMPROVEMENTS | $1,184,210 | $408,670 | $775,540 |
| BUILDING IMPROVEMENTS | $216,824 | $72,048 | $144,776 |
| BUILDING IMPROVEMENTS | $36,921 | $11,324 | $25,597 |
| BUILDING | $1 | $1 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,164 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,164 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSITS | $8,121 | $8,133 | $8,133 |
| MORTGAGE RECEIVABLE | $144,637 | $132,767 | $132,767 |
| OTHER RECEIVABLE | $0 | $2,600 | $2,600 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL EXPENSE | $89,893 | $89,893 | $0 |
| INVESTMENT EXPENSES AND BANK FEES | $39,599 | $39,599 | $0 |
| INSURANCE | $10,617 | $10,617 | $0 |
| IT AND SOFTWARE EXPENSE | $9,656 | $9,656 | $0 |
| INTEREST EXPENSE | $709 | $709 | $0 |
| WORKER'S COMP | $401 | $401 | $0 |
| MISC EXPENSE | $11,866 | $0 | $11,866 |
| DUES AND SUBSCRIPTIONS | $2,700 | $0 | $2,700 |
| STATE FILING FEES | $750 | $0 | $750 |
| PROPERTY EXPENSES | $83,708 | $83,708 | $0 |
| MANAGEMENT FEES | $10,586 | $10,586 | $0 |
| INSURANCE | $2,192 | $2,192 | $0 |
| REPAIRS AND MANAGEMENT | $43,557 | $43,557 | $0 |
| REAL ESTATE TAX | $9,179 | $9,179 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $14,188 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $7,500 | $0 | $0 |
| FOREIGEN TAX WITHHOLDING | $7 | $7 | $0 |
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