ROBERT DAVID LION GARDINER FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT DAVID LION GARDINER FOUNDATION INC (EIN 13-3354308)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-13
- IRS object ID
- 202522259349100502
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-13T08:10:29-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112459188 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CULLEN & DANOWSKI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 ROUTE 112 | AddressLine1Txt |
| City | PORT JEFFERSON STA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117763060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133354308 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT DAVID LION GARDINER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 6315943990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 W MAIN ST SUITE 309 | AddressLine1Txt |
| City | RIVERHEAD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN M CURRAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6315943990 | PhoneNum |
| Signature | 2025-08-07 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIM SCHARF CPA | PreparerPersonNm |
| PTIN | P00770945 | PTIN |
| Phone | 6314733400 | PhoneNum |
| Preparation | 2025-08-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $115,085,424 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,019,212 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,019,212 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,469,574 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,469,574 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,922,368 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,529,173 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,922,368 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $66,750 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $9,477,904 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,411,154 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $440,047 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $255,047 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $145,458 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $145,458 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $56,412 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $56,412 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,200 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $4,200 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,460 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,460 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $863,958 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $707,504 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $156,464 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $131,680 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $1,500 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $8,211 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $71,692 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $71,692 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $40,845 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $40,845 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $434 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37,316 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,829,713 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $717,938 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $788,394 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,791,959 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,448,848 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,621,672 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $717,938 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,237,242 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$143,768 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,693,216 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26 | CashBOYAmt |
| Cash EOY | $17 | CashEOYAmt |
| Cash EOYFMV | $17 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,994,933 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,425,632 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,425,632 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $14,635,772 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,552,221 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,552,221 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $40,756,001 | CorporateStockBOYAmt |
| Corporate Stock EOY | $89,769,541 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $89,769,541 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,555,219 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,306,424 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,306,424 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $43,065 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,944 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $26,562 | LandBOYAmt |
| Land EOY | $19,121 | LandEOYAmt |
| Land EOYFMV | $19,121 | LandEOYFMVAmt |
| Other Assets EOY | $12,468 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,468 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $66,968,513 | TotalAssetsBOYAmt |
| Total Assets EOY | $115,085,424 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $115,085,424 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $32,188 | AccountsPayableEOYAmt |
| Grants Payable EOY | $5,896,811 | GrantsPayableEOYAmt |
| Other Liabilities EOY | $82,383 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $6,011,382 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $66,968,513 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $109,074,042 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $66,968,513 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $109,074,042 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $66,968,513 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $115,085,424 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $66,968,513 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$143,768 | ExcessRevenueOverExpensesAmt |
| Other Increases | $46,754,588 | OtherIncreasesAmt |
| Subtotal | $113,579,333 | SubtotalAmt |
| Other Decreases | $4,505,291 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $109,074,042 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $4,042,582 | $3,915,124 | $127,458 | $127,458 |
| PUBLICLY TRADED SECURITIES | P | $23,443,917 | $16,691,681 | $6,752,236 | $6,752,236 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,922,368 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $127,458 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $120,836 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $120,836 | SubtotalAmt |
| Tax Based On Investment Income | $120,836 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $47,797 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $147,797 | TotalPaymentsAndCreditsAmt |
| Overpayment | $26,961 | OverpaymentAmt |
| Applied To ES Tax | $26,961 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.RDLGFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHRYN M CURRAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6315943990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 WEST MAIN ST SUITE 309 | AddressLine1Txt |
| City | RIVERHEAD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT WATKINS | |||||||||
| 30 W MAIN STREET | STE 309 | RIVERHEAD | NY | 11901 | VICE PRES./D | 1.00 | $40,000 | $0 | $0 |
| KATHRYN M CURRAN | |||||||||
| 30 W MAIN STREET | STE 309 | RIVERHEAD | NY | 11901 | EXECUTIVE DI | 40.00 | $205,047 | $0 | $0 |
| LYNNE C NOWICK | |||||||||
| 30 W MAIN STREET | STE 309 | RIVERHEAD | NY | 11901 | TREASURER/SE | 1.00 | $90,000 | $0 | $0 |
| JENNIFER ATTONITO | |||||||||
| 30 W MAIN STREET | STE 309 | RIVERHEAD | NY | 11901 | TRUSTEE/CHAI | 3.00 | $65,000 | $0 | $0 |
| JUSTICE PETER FOX COHALAN | |||||||||
| 30 W MAIN STREET | STE 309 | RIVERHEAD | NY | 11901 | TRUSTEE/DIRE | 1.00 | $40,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY TIRADO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 W MAIN STREET | AddressLine1Txt |
| Address Line2 | STE 309 | AddressLine2Txt |
| City | RIVERHEAD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATI | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $145,458 | CompensationAmt |
| Employee Benefits | $23,405 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | ||||||
| 3801 PGB BLVD | SUITE 1000 | PALM BEACH GARDENS | FL | 33410 | INVESTMENT MGR | $707,504 |
| MOTION MEDIA ENTERTAINMENT INC | ||||||
| 124 BURTIS AVENUE | OYSTER BAY | NY | 11771 | CONSULTING | $156,454 | |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION'S DIRECT CHARITABLE ACTIVITIES CONSIST OF PROVIDING FOR SCHOLARSHIPS AND DONATIONS TO EDUCATIONAL FACILITIES & OTHER CHARITABLE ORGANIZATIONS TO EDUCATE AND PRESERVE THE HISTORY AND HISTORICAL ARTIFACTS OF LONG ISLAND, NEW YORK. THE FOUNDATION'S PURPOSE ALSO INCLUDES EDUCATION AND INFORMATION TO THE GENERAL PUBLIC IN THE STATE OF NEW YORK, PARTICULARLY IN THE AREA OF THE TOWN OF ISLIP AND MORE GENERALLY IN SUFFOLK COUNTY, CONCERNING THE CULTURE, ART AND TRADITION OF THE LOCALITY; TO CULTIVATE, FOSTER AND PROMOTE INTEREST IN, AND UNDERSTANDING AND APPRECIATION OF THE SOCIETAL HERITAGE OF THE TOWN OF ISLIP, PARTICULARLY DURING THE NINETEENTH CENTURY; TO ENCOURAGE AND SPONSOR THE CREATION AND PERPETUATION BY EXISTING AND FUTURE HISTORICAL SOCIETIES OF COLLECTIONS AND REPOSITORIES OF THE DEPOSIT, COLLECTION AND EXAMINATION OF DOCUMENTS AND ARTIFACTS OF VARIOUS KINDS OF RELEVANT TO SUCH HERITAGE AND TRADITIONS; AND TO SPONSOR AND ENCOURAGE THE PRESERVATION, RESTORATION AND EX | Description1Txt |
| Expenses1 | $6,448,848 | Expenses1Amt |
| Description2 | THE FOUNDATION DOES NOT MAKE ANY PAYMENTS TO INDIVIDUAL BENEFICIARIES WITHIN THE MEANING OF REG. SEC.53.4949(G)-2 | Description2Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $103,902,703 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,468,299 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $109,371,002 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $109,371,002 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,640,565 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $107,730,437 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,386,522 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,386,522 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $120,836 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $120,836 | TotalTaxAmt |
| Distributable Before Adj | $5,265,686 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $66,750 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,332,436 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,332,436 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,237,242 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $7,237,242 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,332,436 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $71,137 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $47,887 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $357,075 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $236,731 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $712,830 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,237,242 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,332,436 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,904,806 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,617,636 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $71,137 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,546,499 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $47,887 | ExcessFromYear3Amt |
| Excess From Year2 | $357,075 | ExcessFromYear2Amt |
| Excess From Year1 | $236,731 | ExcessFromYear1Amt |
| Excess From Current Year | $1,904,806 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHRYN CURRAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 WEST MAIN ST | AddressLine1Txt |
| Address Line2 | SUITE 309 | AddressLine2Txt |
| City | RIVERHEAD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6315943990 | RecipientPhoneNum |
| Form And Info And Materials | ALL APPLICANTS MUST COMPLETE THE MAIN APPLICATION FORM, PROPOSAL CHECKLIST AND PARTS A - E, PLUS ATTACHMENTS, AS WELL AS ANY ADDITIONAL FORMS THAT ARE APPLICABLE TO THE PROJECT. THE APPLICATION FORMS CAN BE FOUND ON THE FOUNDATION'S WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANTS ARE REVIEWED TWICE PER YEAR. APPLICATIONS ARE DUE THE SECOND FRIDAY IN MARCH, BY 5P.M. AND TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION GIVES GRANTS UP TO 500,000. AWARD AMOUNTS, AS WELL AS MATCHING LEVELS, VARY DEPENDING ON THE TYPE OF PROJECT. THE DIFFERENT CATEGORIES AND FUNDING LIMITS CAN BE FOUND ON THE FOUNDATION'S WEBSITE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ASSOCIATION OF PUBLIC HISTORIANS OF | |||||||||
| NYS | PO BOX 316 | BABYLON | NY | 11702 | NONE | PC | 2024 GRANT AWARD | $8,000 | |
| BELLPORT-BROOKHAVEN HISTORICAL | |||||||||
| SOCIETY | 31 BELLPORT LANE | BELLPORT | NY | 11713 | NONE | PC | 2024 GARDINER YOUNG SCHOLAR GRANT | $1,600 | |
| BRIDGEHAMPTON MUSEUM | |||||||||
| PO BOX 977 | BRIDGEHAMPTON | NY | 11932 | NONE | PC | 2024 GARDINER YOUNG SCHOLAR | $1,600 | ||
| BYRD HOFFMAN WATER MILL | |||||||||
| FOUNDATION | 39 WATERMILL TOWN ROAD | WATERMILL | NY | 11976 | NONE | PC | 2024 GRANT AWARD | $35,688 | |
| CELEBRATE ST JAMES PAST PRESENT | |||||||||
| FUTURE | 459 LAKE AVENUE | ST JAMES | NY | 11780 | NONE | PC | 2024 GYS | $1,600 | |
| COLD SPRING HARBOR LABORATORY | |||||||||
| 1 BUNGTOWN RD | COLD SPRING HARBOR | NY | 11724 | NONE | PC | 2024 GRANT AWARD | $500,000 | ||
| CONSCIENCE POINT SHELLFISH HATCHERY | |||||||||
| 1990 NORTH SEA ROAD | SOUTHAMPTON | NY | 11968 | NONE | PC | 2024 CHALLENGE MATCH GRANT | $10,000 | ||
| COOPER UNION FOR THE ADV OF SCIENCE | |||||||||
| 30 COOPER SQ | NEW YORK | NY | 10003 | NONE | PC | 2022 GRANT 3 OF 3, AND 2024 GRANT | $250,000 | ||
| COW NECK PENINSULA HISTOCIAL SOC | |||||||||
| 336 PORT WASHINGTON BLVD | PORT WASHINGTON | NY | 11050 | NONE | PC | 2024 GRANT AWARD | $10,340 | ||
| EAST END SEAPORT MUSEUM AND | |||||||||
| MARINE FOUNDATION | PO BOX 624 | GREENPORT | NY | 11944 | NONE | PC | 2024 GARDINER YOUNG SCHOLAR | $1,600 | |
| EAST HAMPTON HISTORICAL SOCIETY | |||||||||
| 101 MAIN ST | EAST HAMPTON | NY | 11937 | NONE | PC | 2024 GARDINER YOUNG SCHOLAR | $1,600 | ||
| FIREBOAT FIRE FIGHTER MUSEUM | |||||||||
| PO BOX 457 | GREENPORT | NY | 11944 | NONE | PC | 2024 CHALLENGE GRANT MATCH | $9,303 | ||
| FRIENDS OF OLD BETHPAGE RESTORATION | |||||||||
| 10 HEWLETT DRIVE | EAST WILLISTON | NY | 11596 | NONE | PC | 2024 GARDINER YOUNG SCHOLAR | $1,600 | ||
| FRIENDS OF RAYNHAM HALL | |||||||||
| 30 W MAIN STREET | OYSTER BAY | NY | 11771 | NONE | PC | 2024 GRANT AWARD | $22,139 | ||
| FRIENDS OF ROCK HALL MUSEUM | |||||||||
| 199 BROADWAY | LAWRENCE | NY | 11559 | NONE | PC | 2024 GRANT AWARD | $5,000 | ||
| GARDEN CITY HISTORICAL SOCIETY | |||||||||
| 109 11TH STREET | GARDEN CITY | NY | 11530 | NONE | PC | 2024 GYS AND GRANT AWARD | $2,600 | ||
| GREATER HUDSON HERITAGE NETWORK | |||||||||
| 2199 SAW MILL RIVER RD | ELMSFORD | NY | 10523 | NONE | PC | 2024 CONFERENCE SPONSOR | $3,000 | ||
| GREATER PATCHOGUE FOUNDATION INC | |||||||||
| 15 NORTH OCEAN AVENUE | PATCHOGUE | NY | 11772 | NONE | PC | 2024 CHALLENGE MATCH GRANT | $7,295 | ||
| GREATER WESTHAMPTON HISTORICAL | |||||||||
| MUSEUMS | 101 MILL ROAD | WESTHAMPTON BEACH | NY | 11978 | NONE | PC | 2024 GRANT AWARD | $7,675 | |
| HALLOCKVILLE MUSEUM FARM | |||||||||
| 6038 SOUND AVENUE | RIVERHEAD | NY | 11901 | NONE | PC | 2024 GARDINER YOUNG SCHOLAR | $1,600 | ||
| HAMPTON BAYS LIONS CLUB | |||||||||
| 15 W MONTAUK HWY | HAMPTON BAYS | NY | 11946 | NONE | PC | 2024 DONATION | $3,000 | SUITE 277 | |
| HAROLD HOLZER | |||||||||
| 300 EAST 74TH ST APT 25G | NEW YORK | NY | 10021 | NONE | PC | LIU HONORARIUM FEE | $2,500 | ||
| HECKSCHER MUSEUM | |||||||||
| 2 PRIME AVE | HUNTINGTON | NY | 11743 | NONE | PC | 2024 GARDINER YOUNG SCHOLAR | $1,600 | ||
| HISTORICAL SOCIETY OF GREATER | |||||||||
| PORT JEFFERSON | PO BOX 586 | PORT JEFFERSON | NY | 11777 | NONE | PC | 2024 GARDINER YOUNG/CHALLENGE MATCH | $12,033 | |
| HISTORICAL SOCIETY OF ISLIP HAMLET | |||||||||
| PO BOX 601 | ISLIP | NY | 11751 | NONE | PC | 2024 CHALLEGE MATCH AWARD | $8,693 | ||
| HUNTINGTON HISTORICAL SOCIETY | |||||||||
| 209 MAIN ST | HUNTINGTON | NY | 11743 | NONE | PC | 2024 GARDINER YOUNG SCHOLAR | $1,600 | ||
| JEWISH HISTORICAL SOCIETY OF LONG | |||||||||
| ISLAND | 300 FOREST DRIVE | GREENVALE | NY | 11548 | NONE | PC | 2024 GRANT AWARD | $52,000 | |
| KETCHAM INN FOUNDATION INC | |||||||||
| 81 MAIN ST | CENTER MORICHES | NY | 11934 | NONE | PC | 2024 GARDINER YOUNG SCHOLAR | $1,600 | ||
| LAKE RONKONKOMA HISTORICAL SOCIETY | |||||||||
| 328 HAWKINS AVE | LAKE RONKONKOMA | NY | 11779 | NONE | PC | 2024 GARDINER YOUNG SCHOLAR | $1,600 | ||
| LONG BEACH HISTORICAL AND | |||||||||
| PRESERVATION SOCIETY | 226 WEST PENN STREET | LONG BEACH | NY | 11561 | NONE | PC | 2024 CHALLENGE GRANT MATCH | $10,000 | |
| LONG ISLAND CHILDREN'S MUSEUM | |||||||||
| 11 DAVID AVENUE | GARDEN CITY | NY | 11530 | NONE | PC | 2024 GRANT AWARD | $50,000 | ||
| LONG ISLAND LIBRARY RESOURCES | |||||||||
| COUNCIL | 627 SUNRISE HWY N SERVICE | BELLPORT | NY | 11713 | NONE | PC | 2024 GRANT AWARD | $36,729 | |
| LONG ISLAND MARITIME MUSEUM | |||||||||
| 88 WEST AVENUE | WEST SAYVILLE | NY | 11796 | NONE | PC | 2024 GRANT AWARD | $9,277 | ||
| LONG ISLAND MUSEUM OF AMERICAN | |||||||||
| ART HISTORY AND CARRIAGES | 1200 ROUTE 25A | STONY BROOK | NY | 11790 | NONE | PC | 2024 GRANT AWARD | $34,001 | |
| LONG ISLAND SEAPORT AND ECO CENTER | |||||||||
| 101 E BROADWAY | PORT JEFFERSON | NY | 11777 | NONE | PC | 2024 GRANT AWARD | $24,568 | ||
| MA'S HOUSE & BIPOC ART STUDIO | |||||||||
| PO BOX 2338 | SOUTHAMPTON | NY | 11969 | NONE | PC | 2024 GARDINER YOUNG SCHOLAR | $1,600 | ||
| MATTITUCK LAUREL HISTORICAL SOCIETY | |||||||||
| PO BOX 766 | MATTITUCK | NY | 11952 | NONE | PC | 2024 GYS AND 2024 CHALLENGE GRANT | $8,110 | ||
| MILLER PLACE MOUNT SINAI HISTORICAL | |||||||||
| SOCIETY | PO BOX 651 | MILLER PLACE | NY | 11764 | NONE | PC | 2024 CHALLEGE MATCH | $5,500 | |
| MONTAUK HISTORICAL SOCIETY | |||||||||
| PO BOX 868 | MONTAUK | NY | 11954 | NONE | PC | 2024 GARDINER YOUNG SCHOLAR | $51,006 | ||
| NASSAU COUNTY MUSEUM OF FINE ART | |||||||||
| ONE MUSEUM DRIVE | ROSLYN HARBOR | NY | 11576 | NONE | PC | 2024 GRANT AWARD | $55,205 | ||
| NEW YORK HISTORICAL SOCIETY | |||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | 2024 GRANT AWARD | $1,500,000 | ||
| NEW YORK STATE ARCHIVES PARTNERSHIP | |||||||||
| CULTURAL EDUCATION CENTER | ALBANY | NY | 12230 | NONE | PC | SPONSORSHIP CONFERENCE | $10,000 | ||
| NEW YORK UNIVERSITY | |||||||||
| 70 WASHINGTON SQAURE SO | NEW YORK | NY | 10012 | NONE | PC | 2024 GRANT AWARD | $100,000 | 12TH FLOOR | |
| NORTH SEA COMMUNITY SCHOOL HOUSE | |||||||||
| ASSOCIATION | 130 NOYAC ROAD | SOUTHAMPTON | NY | 11968 | NONE | PC | 2024 CHALLENGE MATCH GRANT | $10,000 | |
| OYSTER BAY RAILROAD MUSEUM | |||||||||
| PO BOX 335 | OYSTER BAY | NY | 11771 | NONE | PC | 2024 GYS AND CHALLENGE MATCH | $11,700 | ||
| OYSTERPONDS HISTORICAL SOCIETY | |||||||||
| 1555 VILLAGE LANE | ORIENT | NY | 11957 | NONE | PC | 2024 GARDINER YOUNG SCHOLAR | $1,600 | ||
| PRESERVATION LONG ISLAND | |||||||||
| 161 MAIN ST | COLD SPRING HARBOR | NY | 11724 | NONE | PC | 2024 GARDINER YOUNG SCHOLAR | $1,600 | ||
| QUEENS MUSEUM | |||||||||
| NEW YORK CITY BUILDING | QUEENS | NY | 11368 | NONE | PC | 2024 GYS AND GRANT AWARD | $51,600 | FLUSHINGMEADOWS CORONA PK | |
| QUOGUE HISTORICAL SOCIETY | |||||||||
| PO BOX 1207 | QUOGUE | NY | 11959 | NONE | PC | 2024 GYS AND CHALLENGE MATCH | $11,600 | ||
| RAYNHAM HALL MUSEUM | |||||||||
| 300 W MAIN STREET | OYSTER BAY | NY | 11771 | NONE | PC | 2024 GARDINER YOUNG SCHOLAR | $1,600 | ||
| ROCKY POINT HISTORICAL SOCIETY | |||||||||
| PO BOX 1720 | ROCKY POINT | NY | 11778 | NONE | PC | 2024 GYS AND CHALLENGE GRANT | $11,600 | ||
| ROSLYN LANDMARK SOCIETY | |||||||||
| 36 MAIN ST | ROSLYN | NY | 11576 | NONE | PC | 2024 GARDINER YOUNG SCHOLAR | $1,600 | ||
| SAG HARBOR HISTORICAL MUSEUM | |||||||||
| 174 MAIN STREET | SAG HARBOR | NY | 11963 | NONE | PC | 2024 GRANT AWARD | $10,000 | ||
| SHELTER ISLAND HISTORICAL SOCIETY | |||||||||
| PO BOX 847 | SHELTER ISLAND | NY | 11964 | NONE | PC | 2024 GARDINER YOUNG SCHOLAR | $1,600 | 16 SOUTH FERRY ROAD | |
| SONS OF THE REVOLUTION OF THE | |||||||||
| STATE OF NEW YORK | 54 PEARL STREET 2ND FL | NEW YORK | NY | 10004 | NONE | PC | 2024 GRANT AWARD | $22,994 | |
| SOUTHOLD HISTORICAL MUSEUM | |||||||||
| 54325 NY-25 | SOUTHOLD | NY | 11971 | NONE | PC | 2024 GARDINER YOUNG SCHOLAR | $1,600 | ||
| STIRLING HISTORICAL SCOCIETY | |||||||||
| OF GREENPORT | 319 MAIN STREET | GREENPORT | NY | 11944 | NONE | PC | 2024 GARDINER YOUNG SCHOLAR | $1,600 | |
| THE AGRICULTURAL SOCIETY FUND | |||||||||
| 10 HEWLETT DRIVE | EAST WILLISTON | NY | 11596 | NONE | PC | 2024 GARDINER YOUNG SCHOLAR | $1,600 | ||
| THE CAUMSETT FOUNDATION INC | |||||||||
| PO BOX 1948 | HUNTINGTON | NY | 11743 | NONE | PC | 2024 GRANT AWARD | $85,824 | ||
| THE CHURCH | |||||||||
| 48 MADISON STREET | SAG HARBOR | NY | 11963 | NONE | PC | 2024 GRANT AWARD | $25,000 | ||
| THE JAZZ LOFT | |||||||||
| 275 CHRISTIAN AVE | STONY BROOK | NY | 11790 | NONE | PC | 2024 GARDINER YOUNG SCHOLAR | $1,600 | ||
| THE VICTOR D'AMICO INSTITUTE OF ART | |||||||||
| PO BOX 1266 | AMAGANSET | NY | 11930 | NONE | PC | 2024 CHALLENGE MATCH GRANT | $10,000 | ||
| THREE VILLAGE HISTORICAL SOCIETY | |||||||||
| 93 N COUNTRY RD | SETAUKET | NY | 11733 | NONE | PC | 2024 GARDINER YOUNG SCHOLAR | $1,600 | ||
| VILLAGE OF BABYLON HISTORICAL AND | |||||||||
| PRESERVATION SOCIETY | PO BOX 484 | BABYLON | NY | 11702 | NONE | PC | 2024 GARDINER YOUNG SCHOLAR | $1,600 | |
| WADING RIVER HISTORICAL SOCIETY | |||||||||
| PO BOX 263 | WADING RIVER | NY | 11792 | NONE | PC | 2024 GYS AND CHALLENGE MATCH | $9,122 | ||
| WALT WHITMAN BIRTHPLACE ASSOCIATION | |||||||||
| 246 OLD WALT WHITMAN RD | HUNTINGTON | NY | 11746 | NONE | PC | 2024 GARDINER YOUNG SCHOLAR | $1,600 | ||
| WATERFRONT MUSEUM | |||||||||
| 290 CONOVER ST | BROOKLYN | NY | 11231 | NONE | PC | 2024 GYS AND GRANT AWARD | $15,320 | ||
| WHALING MUSEUM & EDUCATION CENTER | |||||||||
| 279 MAIN STREET | COLD SPRING HARBOR | NY | 11724 | NONE | PC | 2024 GRANT AWARD | $8,025 | ||
| YAPHANK HISTORICAL SOCIETY | |||||||||
| 111 YAPHANK AVENUE | YAPHANK | NY | 11980 | NONE | PC | 2024 GARDINER YOUNG SCHOLAR | $1,600 | ||
| BROOKLYN PUBLIC LIBRARY | |||||||||
| 10 GRANDY ARMY PLAZA | BROOKLYN | NY | 11238 | NONE | PC | 2023 GRANT AWARD | $105,500 | ||
| RESEARCH FOUNDATION GENESEO | |||||||||
| PO BOX 9 | ALBANY | NY | 12201 | NONE | PC | 2021 GRANT AWARD | $100,874 | ||
| COOPER UNION FOR THE ADV OF SCIENCE | |||||||||
| 30 COOPER SQ | NEW YORK | NY | 10003 | NONE | PC | 2022 GRANT AWARD | $392,000 | ||
| GILDER LEHRMAN INST OF AMERICAN HIS | |||||||||
| 49 W 45TH ST | NEW YORK | NY | 10036 | NONE | PC | 2020 GRANT AWARD | $250,000 | ||
| GREATER HUDSON HERITAGE NETWORK | |||||||||
| 2199 SAW MIL RIVER RD | ELMSFORD | NY | 10523 | NONE | PC | 2023 GRANT AWARD | $62,000 | ||
| GREEN-WOOD HISTORIC FUND | |||||||||
| 500 25TH STREET | BROOKLYN | NY | 11232 | NONE | PC | 2023 GRANT AWARD | $250,000 | ||
| GUILD HALL OF EAST HAMPTON INC | |||||||||
| 158 MAIN STREET | EAST HAMPTON | NY | 11937 | NONE | PC | 2023 GRANT AWARD | $70,419 | ||
| LAGUARDIA COMMUNITY COLLEGE FND | |||||||||
| 31-10 THOMSON AVE | LONG ISLAND CITY | NY | 11101 | NONE | PC | 2021 GRANT AWARD | $250,000 | ROOM E-517 | |
| LONG ISLAND UNIVERSITY | |||||||||
| 720 NORTHERN BLVD 154 | GREENVALE | NY | 11548 | NONE | PC | 2022 GRANT AWARD | $250,000 | ||
| MESSIAH UNIVERSITY | |||||||||
| ONE UNIVERSITY DR | MECHANICBURG | PA | 17055 | NONE | PC | GRANT AWARD | $14,251 | ||
| MUSEUM ASSOCIATION OF NEW YORK | |||||||||
| 265 RIVER ST | TROY | NY | 12180 | NONE | PC | 2022 GRANT AWARD | $50,000 | ||
| MYSTIC SEAPORT MUSEUM INC | |||||||||
| 75 GREENMANVILLE AVE | MYSTIC | CT | 06355 | NONE | PC | 2023 GRANT AWARD | $197,534 | ||
| NATIONAL TRUST FOR HISTORIC PRESV | |||||||||
| 600 14TH STREET NW | WASHINGON | DC | 20005 | NONE | PC | 2023 GRANT AWARD | $333,333 | SUITE 500 | |
| NEW YORK HISTORICAL SOCIETY | |||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | 2022 GRANT AWARD | $110,844 | ||
| NEW YORK STATE ARCHIVES PTR TRUST | |||||||||
| CULTURAL EDUCATION CENTER | ALBANY | NY | 12230 | NONE | PC | 2022 GRANT AWARD | $50,000 | SUITE 9C49 | |
| PBS FOUNDATION | |||||||||
| 1225 S CLARK ST | ARLINGTON | VA | 22202 | NONE | PC | 2023 GRANT AWARD | $333,334 | ||
| PRESERVATION LEAGUE OF NYS | |||||||||
| 44 CENTRAL AVE | ALBANY | NY | 12206 | NONE | PC | 2022 GRANT AWARD | $45,000 | ||
| ST THOMAS AQUINAS COLLEGE | |||||||||
| 125 NY-340 | SPARKILL | NY | 10976 | NONE | PC | 2023 GRANT AWARD | $114,812 | ||
| THE HISTORY MAKERS | |||||||||
| 1900 S MICHIGAN AVE | CHICAGO | IL | 60616 | NONE | PC | 2023 GRANT AWARD | $250,000 | ||
| UNIVERSITY AT ALBANY | |||||||||
| 1400 WASHINGTON AVE | ALBANY | NY | 12222 | NONE | PC | 2022 COHALAN SCHOLARSHIP | $10,000 | ||
| WEBB INSTITUTE | |||||||||
| 298 CRESCENT BEACH RD | GLEN COVE | NY | 11542 | NONE | PC | 2023 GRANT AWARD | $37,500 | ||
| DARTMOUTH COLLEGE | |||||||||
| 6024 MCNUTT HALL | HANOVER | NH | 03755 | NONE | PC | 2024 COHALAN SCHOLARSHIP | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,448,848 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| COLD SPRING HARBOR LABORATORY | |||||||||
| 1 BUNGTOWN RD | COLD SPRING HARBOR | NY | 11724 | NONE | PC | 2024 GRANT AWARD | $2,500,000 | ||
| GREATER WESTHAMPTON HISTORICAL | |||||||||
| 101 MILL ROAD | WESTHAMPTON BEACH | NY | 11978 | NONE | PC | 2024 GRANT AWARD | $7,675 | MUSEUMS | |
| LONG ISLAND CHILDREN'S MUSEUM | |||||||||
| 11 DAVID AVENUE | GARDEN CITY | NY | 11530 | NONE | PC | 2024 GRANT AWARD | $50,000 | ||
| NEW YORK HISTORICAL SOCIETY | |||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | 2024 GRANT AWARD | $1,500,000 | ||
| NEW YORK UNIVERSITY | |||||||||
| 70 WASHINGTON SQUARE SO | NEW YORK | NY | 10012 | NONE | PC | 2024 GRANT AWARD | $900,000 | 12TH FLOOR | |
| WHALING MUSEUM & EDUCATION CENTER | |||||||||
| 279 MAIN STREET | COLD SPRING HARBOR | NY | 11724 | NONE | PC | 2024 GRANT AWARD | $8,025 | ||
| DARTMOUTH COLLEGE | |||||||||
| 6024 MCNUTT HALL | HANOVER | NH | 03755 | NONE | PC | 2024 COHALAN SCHOLARSHIP | $35,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,000,700 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,019,212 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,469,574 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,922,368 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF GRANT | Desc |
| Related Or Exempt Function Incm | $66,750 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,411,154 | ExclusionAmt |
| Related Or Exempt Function Incm | $66,750 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,477,904 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $29,460 | Amt |
| Net Investment Income | $10,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,460 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DEPRECIATION | PropertyDesc |
| Current Year Expense | $8,211 | CurrentYearExpenseAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (103 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC. 3.6% 051425 | $100,583 | $100,583 |
| ABBVIE INC. 5.05% 031534 | $527,105 | $527,105 |
| AIR LEASE CORP 2.2% 011527 | $102,515 | $102,515 |
| AIR LEASE CORP 5.85% 121527 | $132,219 | $132,219 |
| AMERICAN EXPRESS CO 3.0% 103024 | ||
| AMERICAN EXPRESS CO 5.098% 021628 | $133,775 | $133,775 |
| AMERICAN TOWER CORP 5.8% 111528 | $130,388 | $130,388 |
| AMGEN INC 3.625 052224 | ||
| ASTRAZENECA PLC 3.375% | $183,181 | $183,181 |
| AT&T INC. 3.8% 021527 | $99,097 | $99,097 |
| AT&T INC. 5.4% 021534 | $133,503 | $133,503 |
| BANK OF AMERICA CORP 2.551% 020428 | $189,750 | $189,750 |
| BANK OF AMERICA CORP MED TERM NOTES | ||
| BANK OF AMERICA CORP 5.08% 012027 | $132,376 | $132,376 |
| BK OF AMER CORP 5.015% 072233 | $540,211 | $540,211 |
| BANK OF MONTREAL MED TERM NOTES | ||
| BANK OF NY MELLON CORP NTS 2.1% | ||
| BANK OF NY MELLON CORP 4.947% 042627 | $134,576 | $134,576 |
| BK OF NY MELLON CORP 2.8% 050426 | $187,809 | $187,809 |
| BP CAPITAL MARK AMERICA3.937% 092128 | $178,443 | $178,443 |
| BP CAPITAL MARK AMERICA 4.234%110628 | $97,894 | $97,894 |
| BP CAPITAL MARK AMERICA 4.893%091133 | $131,591 | $131,591 |
| CATERPILLAR FINANCIAL SERVICES | $178,083 | $178,083 |
| CATERPILLAR INC 3.4% 051524 | ||
| CATERPILLAR INC. 5.05% 022726 | $132,928 | $132,928 |
| CIGNA GROUP 5.0% 051529 | $132,924 | $132,924 |
| CITIGROUP INC. 3.7% 011226 | $184,133 | $184,133 |
| CITIGROUP INC. 4.4% 061025 | $99,699 | $99,699 |
| CITIGROUP INC. 5.174% 021330 | $132,874 | $132,874 |
| CITIGROUP INC. 5.827% 021335 | $320,886 | $320,886 |
| CME GROUP INC 3.0% 031525 | $187,329 | $187,329 |
| COMCAST CORP 3.15% 030126 | $284,573 | $284,573 |
| COMCAST CORP NTS BVE 3.7% | ||
| COMCAST CORP 5.5% 111532 | $131,073 | $131,073 |
| CONAGRA BRANDS 4.6% 110125 | $98,956 | $98,956 |
| CVS HEALTH CORP 3.25% 081529 | $97,441 | $97,441 |
| CVS HEALTH CORP 5.125% 022130 | $131,194 | $131,194 |
| DOLLAR GENERAL CORP 5.2% 070528 | $132,453 | $132,453 |
| DOLLAR TREE INC. 4.2% 051528 | $98,212 | $98,212 |
| DOW CHEMICAL CO 2.1% 111530 | $99,344 | $99,344 |
| DOW CHEMICAL CO 5.15% 021534 | $132,042 | $132,042 |
| DUKE ENERGY CORP 4.5% 081532 | $287,761 | $287,761 |
| ELEVANCE HEALTH INC 2.375% | $171,852 | $171,852 |
| ELEVANCE HEALTH INC. 5.375% 061534 | $247,860 | $247,860 |
| ENBRIDGE INC. 4.25% 120126 | $99,038 | $99,038 |
| ENBRIDGE INC. 5.7% 030833 | $133,436 | $133,436 |
| ENERGY TRANSFER 5.55% 051534 | $132,319 | $132,319 |
| EQUINOR ASA 3.625% 091028 | $179,026 | $179,026 |
| FISERV INC. 2.25% 060127 | $100,900 | $100,900 |
| FREEPORT-MCMORAN INC. 5.25% 090129 | $228,344 | $228,344 |
| GENERAL MOTORS 4.0% 011525 | $100,958 | $100,958 |
| GENERAL MOTORS 6.125% 100125 | $82,632 | $82,632 |
| GENERAL MOTORS 5.75% 020831 | $253,305 | $253,305 |
| GOLDMAN SACHS GROUP 3.8% | $183,004 | $183,004 |
| GOLDMAN SACHS GROUP 4.250% 102125 | $99,449 | $99,449 |
| GOLDMAN SACHS GROUP 5.798% 081026 | $131,724 | $131,724 |
| HASBRO INC. 3.9% 111929 | $99,683 | $99,683 |
| INTEL CORP 3.7% 072925 | $183,764 | $183,764 |
| INTEL CORP NTS 3.4% | $167,419 | $167,419 |
| INTERCONTINENTAL EXCHANGE 3.75% | $167,864 | $167,864 |
| JP MORGAN CHASE & CO 4.125% 121526 | $282,005 | $282,005 |
| JP MORGAN CHASE & CO 5.012% 012330 | $132,867 | $132,867 |
| LOCKHEED MARTIN CORP 5.25% 011533 | $192,025 | $192,025 |
| MERCK & CO INC. 1.7% 061027 | $185,625 | $185,625 |
| MICROSOFT CORP 3.125% 110325 | $185,050 | $185,050 |
| MORGAN STANLEY 3.75% 042924 | ||
| MORGAN STANLEY 3.875% 012726 | $183,631 | $183,631 |
| MORGAN STANLEY 4.35% 090826 | $98,225 | $98,225 |
| MORGAN STANLEY 5.123% 020129 | $133,370 | $133,370 |
| MOTOROLA SOLUTIONS 4.6% 022328 | $98,088 | $98,088 |
| MOTOROLA SOLUTIONS 5.6% 060132 | $131,672 | $131,672 |
| NEWMONT CORP 2.25% 100130 | $100,159 | $100,159 |
| OCCIDENTAL PETROLEUM 6.625% 090130 | $95,233 | $95,233 |
| OCCIDENTAL PETROLEUM 6.125% 010131 | $130,972 | $130,972 |
| PARKER HANNIFIN CORP 3.25% 061429 | $99,239 | $99,239 |
| PEPSICO INC 3.0% 101527 | $181,952 | $181,952 |
| PNC FINANCIAL SERV GRP 3.45% 042329 | $186,447 | $186,447 |
| RAYTHEON TECH CORP 5.15% 022733 | $492,940 | $492,940 |
| REGENERON PHARMACEUTICALS 1.75% 0915 | $99,922 | $99,922 |
| RTX CORP 5.75% 110826 | $130,257 | $130,257 |
| SCHLUMBERGER INVMT 2.65% 062630 | $180,905 | $180,905 |
| STARBUCKS CORP 3.55% | $177,995 | $177,995 |
| STATE STREET CORP 2.4% 012430 | $186,281 | $186,281 |
| STATE STREET CORP 3.55% | $166,990 | $166,990 |
| TARGA RES PARTNERS 4.875% 020131 | $234,643 | $234,643 |
| TARGET CORP NTS 2.25% | $171,722 | $171,722 |
| TOTAL CAPITAL INTL. 3.455% 021929 | $180,062 | $180,062 |
| TRUIST FINANCIAL CORP 1.125% 080327 | $197,667 | $197,667 |
| UNITED HEALTH GROUP INC 3.75% | $165,318 | $165,318 |
| UNITED HEALTH GROUP 5.35% 021533 | $130,787 | $130,787 |
| US BANCORP NTS 1.45% | $175,967 | $175,967 |
| US BANCORP 4.548% 072228 | $100,163 | $100,163 |
| US BANCORP 5.384% 012330 | $133,144 | $133,144 |
| VERIZON COMMUNICATIONS 3.5% | ||
| VERIZON COMMUNICATIONS 2.1% 032228 | $100,261 | $100,261 |
| VERIZON COMMUNICATIONS 5.05% 050933 | $131,609 | $131,609 |
| VISA INC. 3.15% 121425 | $183,846 | $183,846 |
| WALT DISNEY COMPANY 1.75% | ||
| WALT DISNEY COMPANY 2.0% | $184,129 | $184,129 |
| WELLS FARGO & CO 3.75% 012424 | ||
| WELLS FARGO & CO 4.3% 072227 | $281,973 | $281,973 |
| WELLS FARGO & CO 5.499% 012335 | $132,621 | $132,621 |
| ACCRUED INTEREST | $191,164 | $191,164 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC, | $2,527,072 | $2,527,072 |
| ALPHABET INC | $4,513,809 | $4,513,809 |
| AMAZON.COM INC | $3,535,909 | $3,535,909 |
| AMER ELECTRIC POWER CO | ||
| APOLLO GLOBAL MGMT LLC | $5,010,624 | $5,010,624 |
| APPLE INC | $4,748,214 | $4,748,214 |
| BLACKSTONE INC. CL A | $1,432,810 | $1,432,810 |
| BROADCOM LTD | $4,636,800 | $4,636,800 |
| CHEVRON CORP | $2,403,040 | $2,403,040 |
| CHUBB LTD | $589,348 | $589,348 |
| CONSTELLATION BRANDS INC | ||
| COSTCO WHOLESALE CORP | $2,507,831 | $2,507,831 |
| CROWDSTRIKE HOLDINGS INC | $2,385,540 | $2,385,540 |
| DANAHER CORP | ||
| FT PREFERRED SECUR & INC | $7,012,500 | $7,012,500 |
| HOME DEPOT | $2,057,757 | $2,057,757 |
| HONEYWELL INTL INC | $1,643,576 | $1,643,576 |
| INTUIT | $1,390,242 | $1,390,242 |
| JANUS DETROIT | $2,773,837 | $2,773,837 |
| LAM RESEARCH CORP | $1,907,594 | $1,907,594 |
| LILLY ELI & CO | $1,072,308 | $1,072,308 |
| MARVEL TECHNOLOGY GROUP LTD | $1,897,200 | $1,897,200 |
| MASTERCARD INC | $3,068,850 | $3,068,850 |
| MCDONALDS CORP | $1,473,221 | $1,473,221 |
| MICROSOFT CORP | $3,596,660 | $3,596,660 |
| MORGAN STANLEY | $2,390,692 | $2,390,692 |
| NEXTERA ENERGY INC | $699,121 | $699,121 |
| NVIDIA CORP | $2,546,138 | $2,546,138 |
| PALO ALTO NETWORKS | $3,450,326 | $3,450,326 |
| PROLOGICS INC, | $400,814 | $400,814 |
| RECURRENT MLP & INFRASTRUCTURE | $746,591 | $746,591 |
| REPUBLIC SERVICES INC. | $762,875 | $762,875 |
| RTX CORP | $2,618,628 | $2,618,628 |
| SALESFORCE.COM | $3,169,783 | $3,169,783 |
| SERVICENOW INC | $2,693,765 | $2,693,765 |
| TAIWAN SEMICONDUCTOR | $1,927,700 | $1,927,700 |
| TESLA INC | $1,477,651 | $1,477,651 |
| UNION PACIFIC CORP | $486,409 | $486,409 |
| VALUE LINE MID CAP FOCUSED | $1,667,656 | $1,667,656 |
| VISA INC | $2,546,650 | $2,546,650 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,552,221 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,552,221 | USGovtObligationsEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $43,065 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $23,944 | AccumulatedDepreciationAmt |
| Book Value | $19,121 | BookValueAmt |
| EOYFMV | $19,121 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $4,200 | LegalFeesAmt |
| Disbursements Charitable Prps | $4,200 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PAYROLL ASSET | $1,968 | $1,968 |
| SECURITY DEPOSIT | $10,500 | $10,500 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEC 481 ADJ -CASH TO ACCRUAL METHOD | Desc |
| Amt | $4,505,291 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| INSURANCE | $15,470 | $15,470 | |
| SUPPLIES | $7,869 | $7,869 | |
| WEBSITE DESIGN | $6,600 | $6,600 | |
| UTILITIES | $3,770 | $3,770 | |
| WORKERS COMP INSURANCE | $2,292 | $2,292 | |
| CLEANING & MAINTENANCE | $960 | $960 | |
| MISCELLANEOUS | $355 | $355 | |
| OTHER EXPENSE | $434 | $434 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF GRANT | Desc |
| Revenue And Expenses Per Books | $66,750 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CURRENT YEAR UNREALIZED GAIN | $13,898,687 |
| ACCOUNTING CHANGE PRIOR YEAR UNREALIZED GAIN | $32,855,901 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| EOY Book Value | $82,383 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $707,504 | $707,504 | |
| OTHER CONTRACT SERVICES | $156,454 | $156,464 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| STATE TAX | $1,500 | $1,500 |
| FEDERAL EXCISE TAX | $130,180 |
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