THOMAS E HARVEY & CATHLEEN P BLACK FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS E HARVEY & CATHLEEN P BLACK FOUNDATION (EIN 35-7160987)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-14
- IRS object ID
- 202131959349100228
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-14T15:20:27-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132738625 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DDK & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA 6TH FLR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | 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 | 357160987 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS E HARVEY & CATHLEEN P BLACK | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 2125991381 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO BBM 501 MADISON AVENUE NO 60 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHLEEN P BLACK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2125991381 | PhoneNum |
| Signature | 2021-06-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CATHLEEN | PersonFirstNm |
| Person Last | BLACK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY FEINMAN | PreparerPersonNm |
| PTIN | P00227146 | PTIN |
| Phone | 2129970600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $2,776,959 | 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 |
| Dividends Rev And Expnss | $65,253 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,253 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,508 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,356,361 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,508 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $107,761 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $107,761 | 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 |
| Taxes Rev And Expnss | $588 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $588 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,903 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,493 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $410 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,491 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,081 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $410 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $398,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $398,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $429,891 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,081 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $398,810 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$322,130 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $76,680 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,035 | CashBOYAmt |
| Cash EOY | $90,222 | CashEOYAmt |
| Cash EOYFMV | $90,223 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $202,838 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $107,994 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $107,994 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $2,413,479 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,120,006 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,578,742 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,640,352 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,318,222 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,776,959 | 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 | $2,640,352 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,318,222 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,640,352 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,318,222 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,640,352 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,318,222 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,640,352 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$322,130 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,318,222 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,318,222 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC NBJ-002602 | $50,527 | $38,018 | $12,509 | $12,509 | |
| NATIONAL FINANCIAL SERVICES LLC NBJ-002602 | $175,515 | $165,133 | $10,382 | $10,382 | |
| NATIONAL FINANCIAL SERVICES LLC NBJ-002603 | $513,523 | $504,193 | $9,330 | $9,330 | |
| NATIONAL FINANCIAL SERVICES LLC NBJ-002604 | $444,979 | $443,500 | $1,479 | $1,479 | |
| NATIONAL FINANCIAL SERVICES LLC NBJ-002604 | $171,774 | $163,009 | $8,765 | $8,765 | |
| CAPITAL GAINS DIVIDENDS | $43 | $43 | $43 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,508 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,066 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,066 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,066 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $584 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,784 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $718 | OverpaymentAmt |
| Applied To ES Tax | $718 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRAUN BUSINESS MANAGEMENT | IndividualWithBooksNm |
| Phone | 2125996013 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 MADISON AVENUE SUITE 601 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| CATHLEEN P BLACK | ||||||||
| C/O BRAUN 501 MADISON AVE SUITE 601 | NEW YORK | NY | 10022 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| THOMAS E HARVEY | ||||||||
| C/O BRAUN 501 MADISON AVE SUITE 601 | NEW YORK | NY | 10022 | TRUSTEE | 3.00 | $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 | $2,494,724 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $221,009 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,715,733 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,715,733 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,736 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,674,997 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $133,750 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $133,750 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,066 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,066 | TotalTaxAmt |
| Distributable Before Adj | $132,684 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $132,684 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $132,684 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $398,810 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $398,810 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $398,810 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $132,684 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $11,964 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,484 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $54,160 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $87,608 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $398,810 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $132,684 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $266,126 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $353,734 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $353,734 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $11,964 | ExcessFromYear3Amt |
| Excess From Year2 | $21,484 | ExcessFromYear2Amt |
| Excess From Year1 | $54,160 | ExcessFromYear1Amt |
| Excess From Current Year | $266,126 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CATHLEEN P BLACK | ContributingManagerNm |
| Contributing Manager | THOMAS E HARVEY | ContributingManagerNm |
| Shareholder Manager | CATHLEEN P BLACK | ShareholderManagerNm |
| Shareholder Manager | THOMAS E HARVEY | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| TRINITY WASHINGTON UNIVERSITY | ||||||
| 125 MICHIGAN AVE NE | WASHINGTON | DC | 20017 | PC | GENERAL USE | $125,000 |
| UNIVERSITY OF NOTRE DAME | ||||||
| UNIVERSITY OF NOTRE DAME | NOTRE DAME | IN | 46556 | POF | GENERAL USE | $107,500 |
| LINCOLN CENTER FOR THE PERFORMING ARTS | ||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | GENERAL USE | $35,000 |
| AMERICAN RED CROSS | ||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | PC | GENERAL USE | $25,000 |
| PATH FORWARD | ||||||
| 3 PARK AVENUE | NEW YORK | NY | 10016 | PC | GENERAL USE | $15,700 |
| NEW HOUR FOR WOMEN AND CHILDREN | ||||||
| PO BOX 213 | BRENTWOOD | NY | 11717 | POF | GENERAL USE | $10,000 |
| CITY HARVEST INC | ||||||
| 6 EAST 32ND STREET | NEW YORK | NY | 10016 | PC | GENERAL USE | $7,000 |
| CITYMEALS-ON-WHEELS | ||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | PC | GENERAL USE | $6,200 |
| QUEENS COLLEGE | ||||||
| 65-30 KISSENA BLVD | QUEENS | NY | 11367 | GOV | GENERAL USE | $5,000 |
| HOPE FOR DEPRESSION RESEARCH FOUNDATION | ||||||
| 40 WEST 57TH ST STE 1440 | NEW YORK | NY | 10019 | PC | GENERAL USE | $5,000 |
| NEW YORK TIMES NEEDIEST CASES FUND | ||||||
| 620 8TH AVE | NEW YORK | NY | 10018 | PC | GENERAL USE | $5,000 |
| PALM BEACH GARDENS POLICE AND FIRE RESCUE FOUNDATION INC | ||||||
| 10500 NORTH MILITARY TRAIL | PALM BEACH GARDENS | FL | 33410 | PC | GENERAL USE | $5,000 |
| PROMISE FUND OF FLORIDA | ||||||
| 340 ROYAL POINCIANA WAY | PALM BEACH | FL | 33480 | PC | GENERAL USE | $5,000 |
| THE ARMORY ART CENTER INC | ||||||
| 811 PARK PLACE | WEST PALM BEACH | FL | 33401 | PC | GENERAL USE | $5,000 |
| THE LORDS PLACE | ||||||
| 2808 N AUSTRALIAN AVE | WEST PALM BEACH | FL | 33407 | PC | GENERAL USE | $5,000 |
| TOWN OF PALM BEACH UNITED WAY INC | ||||||
| 44 COCONUT ROW | PALM BEACH | FL | 33480 | PC | GENERAL USE | $5,000 |
| ART STUDENTS LEAGUE OF NEW YORK | ||||||
| 215 W 57TH ST | NEW YORK | NY | 10019 | POF | GENERAL USE | $5,000 |
| ARTISTS FELLOWSHIP INC | ||||||
| 47 FIFTH AVE | NEW YORK | NY | 10003 | POF | GENERAL USE | $5,000 |
| BRIDGEHAMPTON CHILD CARE AND RECREATIONAL CENTER | ||||||
| 551 SAG HARBOR TPKE | BRIDGEHAMPTON | NY | 11932 | POF | GENERAL USE | $2,500 |
| KENT SCHOOL CORPORATION | ||||||
| 1 MACEDONIA RD | KENT | CT | 06757 | POF | GENERAL USE | $2,500 |
| CENTRAL PARK CONSERVANCY INC | ||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | PC | GENERAL USE | $2,000 |
| DRESS FOR SUCCESS PALM BEACHES INC | ||||||
| 2459 S CONGRESS AVE | WEST PALM BEACH | FL | 33406 | PC | GENERAL USE | $1,500 |
| SHARE OUR STRENGTH | ||||||
| 1030 15TH ST NW 1100W | WASHINGTON | DC | 20005 | PC | GENERAL USE | $1,000 |
| THE ROYAL POINCIANA CHAPEL INC | ||||||
| 60 COCOANUT ROW | PALM BEACH | FL | 33480 | PC | GENERAL USE | $1,000 |
| BREAST CANCER RESEARCH FOUNDATION | ||||||
| 28 W 44TH ST 609 | NEW YORK | NY | 10036 | POF | GENERAL USE | $1,000 |
| JAMES B LEE JR SCHOLARSHIP FUND | ||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | POF | GENERAL USE | $1,000 |
| SMITHLAWN HOME | ||||||
| 711 76TH ST | LUBBOCK | TX | 79404 | POF | GENERAL USE | $1,000 |
| THE NEW YORK PUBLIC LIBRARY | ||||||
| 476 5TH AVE | NEW YORK | NY | 10018 | POF | GENRAL USE | $1,000 |
| WHITE HOUSE FELLOWSHIP | ||||||
| 1750 PENNSYLVANIA AVENUE NW 300 | WASHINGTON | DC | 20006 | POF | GENERAL USE | $1,000 |
| THE DAWN REDWOODS CHARITABLE TRUST | ||||||
| ONE BLACKFIELD DRIVE STE 331 | TIBURON | CA | 94920 | PC | GENERAL USE | $500 |
| CHURCH OF ST IGNATIUS LOYOLA | ||||||
| 980 PARK AVE | NEW YORK | NY | 10028 | CHURCH | GENERAL USE | $250 |
| CAREERS THROUGH CULINARY ARTS PROGRAM INC | ||||||
| 50 S EIGHTH AVE STE 1400 | NEW YORK | NY | 10018 | PC | GENERAL USE | $250 |
| PARRISH ART MUSEUM INC | ||||||
| 279 MONTAUK HWY | WATER MILL | NY | 11976 | PC | GENERAL USE | $250 |
| ST PHILIP NERI CATHOLIC CHURCH | ||||||
| 3021 GRAND CONCOURSE | BRONX | NY | 10468 | PC | GENERAL USE | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $398,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,253 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,508 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $107,761 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $107,761 | 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 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKERAGE ACCOUNTS | Desc |
| BOY Book Value | $2,413,479 | BOYBookValueAmt |
| EOY Book Value | $2,120,006 | EOYBookValueAmt |
| EOYFMV | $2,578,742 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL AD | $160 | $0 | $160 |
| ANNUAL FEE | $250 | $0 | $250 |
| INVESTMENT FEES | $19,640 | $19,640 | $0 |
| ACCRUED INTEREST ON PURCHASE OF OBLIGATIONS | $1,595 | $1,595 | $0 |
| BOND PREMIUM AMORTIZATION | $6,258 | $6,258 | $0 |
| LEGAL AND PROFESSIONAL | $3,000 | $3,000 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $588 | Amt |
| Net Investment Income | $588 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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