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SCHOENHUT FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SCHOENHUT FAMILY FOUNDATION INC (EIN 27-3971234)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202123199349100247
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T08:47:08-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1485 LEXINGTON AVE - FLOOR 11AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273971234EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHOENHUT FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSCHOBusinessNameControlTxt
Phone7189862981PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line147 FERRY ROADAddressLine1Txt
CitySAG HARBORCityNm
State AbbreviationNYStateAbbreviationCd
ZIP119631331ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFREDERICK W SCHOENHUTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7189862981PhoneNum
Signature2021-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstFREDERICKPersonFirstNm
Person LastSCHOENHUTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL LEVYPreparerPersonNm
PTINP01320401PTIN
Phone2125725500PhoneNum
Preparation2021-11-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,175,856FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$250ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$3InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$16,980DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,980DividendsNetInvstIncmAmt
Dividends Adj Net Incm$16,980DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$6,123NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$71,764GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,123CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$23,356TotalRevAndExpnssAmt
Total Net Invst Incm$23,106TotalNetInvstIncmAmt
Total Adj Net Incm$16,983TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$1,566TaxesRevAndExpnssAmt
Taxes Net Invst Incm$266TaxesNetInvstIncmAmt
Taxes Adj Net Incm$1,566TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,023OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,023OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$7,023OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,589TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,289TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$8,589TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$49,811ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$49,811ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$58,400TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,289TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$8,589TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$49,811TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$35,044ExcessRevenueOverExpensesAmt
Net Investment Income$15,817NetInvestmentIncomeAmt
Adjusted Net Income$8,394AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$21,997SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,828SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,828SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$777,649OtherInvestmentsBOYAmt
Other Investments EOY$762,774OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,174,028OtherInvestmentsEOYFMVAmt
Total Assets BOY$799,646TotalAssetsBOYAmt
Total Assets EOY$764,602TotalAssetsEOYAmt
Total Assets EOYFMV$1,175,856TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$799,646NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$764,602NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$799,646TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$764,602TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$799,646TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$764,602TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$799,646TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$35,044ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$764,602SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$764,602TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ISHARES MSCI BRAZIL ETF2018-12-192020-07-07$14,142$18,119-$3,977-$3,977
ISHARES MSCI MEXICO ETF2018-12-192020-07-07$14,735$18,414-$3,679-$3,679
BLACKROCK SHORT TERM MATURITY BOND ETF2018-12-192020-07-07$21,894$21,824$70$70
ISHARES CORE S&P 500 ETF2011-01-202020-12-10$20,993$7,284$13,709$13,709
FieldValueIRS element (for citing)
Capital Gain Net Income$6,123CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$220InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$220SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$220TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,461EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,461TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,241OverpaymentAmt
Applied To ES Tax$1,241AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7189862981PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line147 FERRY ROADAddressLine1Txt
CitySAG HARBORCityNm
State AbbreviationNYStateAbbreviationCd
ZIP119631331ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FRED W SCHOENHUT
308 SYLVANIA AVENUEAVON BY THE SEANJ07717PRES & TREAS5.00$0$0$0
LAURIE E SCHOENHUT
308 SYLVANIA AVENUEAVON BY THE SEANJ07717V PRES & SEC2.00$0$0$0
SARAH H SCHOENHUT
75 WALL STREET APT 30PNEW YORKNY10005DIRECTOR1.00$0$0$0
FRED W SCHOENHUT V
119 SPRING RIDGE DRIVEBERKELEY HEIGHTSNJ07922DIRECTOR1.00$0$0$0
ZACHARY J SCHOENHUT
308 SYLVANIA AVENUEAVON BY THE SEANJ07717DIRECTOR1.00$0$0$0
CHRISTOPHER J SCHOENHUT
507 MADISON STREETHOBOKENNJ07030DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,068,273AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$18,936AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,087,209TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,087,209AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,308CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,070,901NetVlNoncharitableAssetsAmt
Minimum Investment Return$53,545MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$53,545MinimumInvestmentReturnAmt
Tax Based On Investment Income$220TaxBasedOnInvestmentIncomeAmt
Total Tax$220TotalTaxAmt
Distributable Before Adj$53,325DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$53,325DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$53,325DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$49,811ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$49,811QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$49,811AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$53,325DistributableAsAdjustedAmt
Undistributed Income PY$49,154UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$49,811QualifyingDistributionsAmt
Applied To Year1$49,154AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$657AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$52,668UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerFRED W SCHOENHUTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMERS ASSOCIATION LONG ISLAND CHAPTER
3821 VETERANS MEMORIAL HIGHWAYRONKONKOMAMA11779NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$250
AMERICAN FRIENDS OF THE FUNDACION CARDIOINFANTIL-IC
9918 MEADOWLARK ROADVIENNAVA22182NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$250
AMERICAN HEART ASSOCIATION
122 EAST 42ND STREETNEW YORKNY10168NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$50
ANNUAL CATHOLIC APPEAL
PO BOX 70170TRENTONNJ07101NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$2,000
APROPOS-HOUSING OPPORTUNITIES AND MANAGEMENT ENTERPRISES INC
141 THOMPKINS AVENUE 3RD FLOORPLEASANTVILLENY10570NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$100
GARDENS OF AVON BY THE SEA
311 SYLVANIA AVENUEAVON BY THE SEANJ07717NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
AVON-BY-THE-SEA FIRE DEPARTMENT
PO BOX 202AVON BY THE SEANJ07717NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$200
AVON-BY-THE-SEA FIRST AID & SAFETY SQUAD
PO BOX 3AVON BY THE SEANJ07717NONEPCTO HELP FUND THE FIRST AID OPERATIONS$200
AVON-BY-THE-SEA HISTORICAL SOCIETY
227 WOODWARD AVENUEAVON BY THE SEANJ07717NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$100
BERKELEY HEIGHTS VOLUNTEER FIRE COMPANY
651 PLAINFIELD AVENUEBERKELEY HEIGHTSNJ07922NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
BIG BROTHERS BIG SISTERS OF NYC
40 RECTOR STREET 11TH FLOORNEW YORKNY10006NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$150
BROWN UNIVERSITY SPORTS FOUNDATION
CONTROLLERS OFFICE BOX JPROVIDENCERI02912NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$1,000
CATHOLIC CHARITIES USA
2050 BALLENGER AVENUEALEXANDRIAVA22314NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
CATHOLIC MEMORIAL SCHOOL
235 BAKER STREETWEST ROXBURYMA02132NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$250
CHAMINADE DEVELOPMENT FUND INC
270 DUCK POND ROADLOCUST VALLEYNY11560NONEPCDONATION TO SCHOOL TORCH FUND$500
CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION
3401 CIVIC CENTER BOULEVARDPHILADELPHIAPA19104NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$100
CHURCH OF OUR LADY OF MOUNT CARMEL
627 EAST 187TH STREETBRONXNY10458NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$100
CLARKSON UNIVERSITY
GIFT PLANNING OFFICER BOX 5522POTSDAMNY13699NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$5,000
CYSTIC FYBROSIS FOUNDATION
111 LITTLETON ROAD SUITE 221PARSIPPANYNJ07054NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$100
DEBRA OF AMERICA
75 BROAD STREET SUITE 300NEW YORKNY10004NONEPCPROGRAM SERVICES TO INDIVIDUALS AFFECTED BY DISEASES$2,000
EMERGENCY CHILDREN'S HELP ORGANIZATION
3041 VETERANS ROAD WEST SUITE 2STATEN ISLANDNY10309NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
FULFILL - FOODBANK OF MONMOUTH AND OCEAN COUNTIES
3300 ROUTE 66NEPTUNENJ07753NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$250
GAY MEN'S HEALTH CRISIS INC
446 WEST 33 STREETNEW YORKNY10001NONEPCDONATE TO THE ORGANIZATION'S FIGHT AGAINST HIV/AIDS$500
HERMANSKY-PUDLAK SYNDROME NETWORK
ONE SOUTH ROADOYSTER BAYNY11771NONEPCSUPPORT TO INDIVIDUALS AFFECTED BY DISEASE$2,500
HOLY CHILD ACADEMY
25 STORE HILL ROADOLD WESTBURYNY11568NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$250
HOSPICE OF ST LAWRENCE VALLEY INC
6805 US HIGHWAY 11POTSDAMNY13676NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$250
IMENTOR INCORPORATED
199 WATER STREET 8TH FLOORNEW YORKNY10038NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$261
JILLIAN E DALY FOUNDATION
111 HAMILTON ROADROCKVILLE CENTRENY11570NONEPCRESEARCH OF AUTOIMMUNE AND BLOOD DISORDER DISEASES$500
LEAD THE WAY FUND INC
PO BOX 281HINGHAMMA02043NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$100
MADONNA HOUSE INC
1401 SEVENTH AVENUENEPTUNENJ07753NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$250
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$100
METROPOLITAN JEWISH HEALTH SYSTEM FOUNDATION
6323 SEVENTH AVENUE 3RD FLOORBROOKLYNNY11220NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$250
MIKE DALY MEN'S LACROSSE ENDOWED COACH'S FUND
BROWN UNIVERSITY SPORTS FOUNDATIONPROVIDENCERI02912NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$5,000
MOVEMBER FOUNDATION
8559 HIGUERA STREETCULVER CITYCA90232NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$200
NEW YORK CITY POLICE FOUNDATION INC
555 FIFTH AVENUE 15TH FLOORNEW YORKNY10017NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$250
ONE TO WORLD INC
307 SEVENTH AVENUE SUITE 2003NEW YORKNY10001NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$1,000
OUR LADY OF PEACE
1730 US-130NORTH BRUNSWICKNJ08902NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$1,000
PATROLMANS BENEVOLENT ASSOCIATION OF SOUTHAMPTON TOWN INC
PO BOX 591SPEONKNY11972NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$200
PLAY LIKE A CHAMPION TODAY EDUCATIONAL SERIES INC
PO BOX 72NOTRE DAMEIN46556NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$5,000
RENSSELAER FALLS CEMETERY ASSOCIATION
PO BOX 75RENSSELAER FALLSNY13680NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
SAG HARBOR FIRE DEPARTMENT
PO BOX 209SAG HARBORNY11963NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$100
SAG HARBOR VFW
PO BOX 748SAG HARBORNY11963NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$100
SAG HARBOR VOLUNTEER AMBULANCE CORPS
PO BOX 2725SAG HARBORNY11963NONEPCTO HELP FUND VOLUNTEER AMBULANCE OPERATIONS$100
ST ANDREW CHURCH
122 DIVISION STREETSAG HARBORNY11963NONEPCRELIGIOUS EDUCATION$2,000
ST ANTHONY'S GUILD
144 WEST 32ND STREETNEW YORKNY10001NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$250
ST FRANCIS HOSPITAL FOUNDATION INC
100 PORT WASHINGTON BOULEVARDROSLYNNY11576NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$2,500
ST ELIZABETH OF HUNGARY CHURCH
211 EAST 83RD STREETNEW YORKNY10028NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$2,500
ST JUDE CHILDRENS RESEARCH HOSPITAL INC
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$50
ST ROSE CHURCH
603 7TH AVENUEBELMARNJ07719NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$500
SVDP ST ROSE CONFERENCE
603 SEVENTH AVENUEBELMARNJ07719NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$250
STONY BROOK FOUNDATION
230 ADMINISTRATIONSTONY BROOKNY11794NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$100
THE BARUCH COLLEGE FUND
ONE BERNARD BARUCH WAY BOX A-1603NEW YORKNY10010NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$1,000
THE CENTER IN ASBURY PARK INC
806 THIRD AVENUEASBURY PARKNJ07712NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$100
THE CHURCH OF THE LITTLE FLOWER
290 PLAINFIELD AVENUEBERKELEY HEIGHTSNJ07922NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$1,000
THE DE LA SALLE SCHOOL
87 PINE STREETFREEPORTNY11520NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$250
THE HAYGROUND SCHOOL INC
151M MITCHELLS LANE PO BOX 1827BRIDGEHAMPTONNY11932NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$2,500
THE HOMEWORK HOUSE INC
54 NORTH SUMMER STREETHOLYOKEMA01040NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$100
THE PINK AGENDA INC
28 WEST 44TH STREETNEW YORKNY10036NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$100
THE TREVOR PROJECT INC
PO BOX 69232WEST HOLLYWOODCA90069NONEPCDONATION TO HELP PREVENT YOUTH SUICIDE$500
THE VISCARDI CENTER INC
201 I U WILLETS ROADALBERTSONNY11507NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$100
TRUSTEES OF TUFTS COLLEGE
161 COLLEGE AVENUEMEDFORDMA02155NONEPCFOR THE BENEFIT OF MEN'S LACROSSE PROGRAM$1,000
UNIVERSITY OF NOTRE DAME
124 CORBY HALLNOTRE DAMEIN46556NONEPCASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$49,811TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$16,980RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,123RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$23,106RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,106TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3N/A
4N/A
8N/A

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (11 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ISHRS TRST CORE S&P 500AT COST$180,306$346,485
ISHRS RUSSELL MIDCAP ETFAT COST$97,194$218,126
ISHRS RUSSELL 2000 ETFAT COST$21,120$48,427
ISHRES MSCI EMER MKTS ASIAAT COST$21,191$30,705
ISHRES MSCI CANADA ETFAT COST$18,397$22,945
ISHRES MSCI SO. KOREA ETFAT COST$18,386$26,762
ISHRES MSCI CHINA ETFAT COST$18,100$27,287
ISHRES 7-10 YR TREAS BD ETFAT COST$120,337$140,222
ISHRES 20+YR TREAS BONDAT COST$131,264$172,399
ISHRES ST MAR BOND ETFAT COST$107,521$108,217
ISHRES MSCI UK ETFAT COST$28,958$32,453

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT ADVISORY FEESDesc
Revenue And Expenses Per Books$7,023RevenueAndExpensesPerBooksAmt
Net Investment Income$7,023NetInvestmentIncomeAmt
Adjusted Net Income$7,023AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAXES$1,050$0$1,050$0
FOREIGN TAXES PAID$266$266$266$0
STATE FILING FEES$250$0$250$0

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