A C ISRAEL FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- A C ISRAEL FOUNDATION INC (EIN 51-6021414)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-26
- IRS object ID
- 202132999349101323
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-26T16:57:49-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 516021414 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AC ISRAEL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACIS | BusinessNameControlTxt |
| Phone | 2126343367 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 E 49 ST FL 41 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY WARNER | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 6462135100 | PhoneNum |
| Signature | 2021-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GREGORY | PersonFirstNm |
| Person Last | WARNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORAH CROATTO | PreparerPersonNm |
| PTIN | P01534760 | PTIN |
| Phone | 6462135100 | 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 | $36,999,089 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $457 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $545,516 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $545,516 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $36 | GrossRentsRevAndExpnssAmt |
| Net Rental Income Or Loss | $36 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,168,626 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,957,227 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,168,626 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $168,558 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $238,400 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,883,193 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,952,542 | 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 |
| Interest Rev And Expnss | -$9,118 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | -$9,118 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $284,294 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $284,248 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $275,176 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $275,130 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,744,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,744,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,019,176 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $275,130 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,744,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$135,983 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,677,412 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $598,499 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $837,230 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $837,230 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,231,724 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,565,161 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,565,161 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,209,809 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,579,576 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,579,576 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,877,213 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,978,503 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,978,503 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $12,902,736 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,038,618 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,038,618 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $33,819,981 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,999,089 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,999,089 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $10,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $10,500 | 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 | $33,809,481 | RetainedEarningBOYAmt |
| Retained Earning EOY | $36,999,089 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,809,481 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,999,089 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,819,981 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,999,089 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,809,481 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$135,983 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,325,591 | OtherIncreasesAmt |
| Subtotal | $36,999,089 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,999,089 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| AG NET LEASE REALTY | P | $17,397 | -$17,397 | -$17,397 | |
| HEALTHCARE ROYALTY PARTNERS | P | $1,887 | $1,887 | $1,887 | |
| JPM #9006 (FIXED) | P | $145,121 | -$3,501 | -$3,501 | $141,669 |
| JPM #9006 (FIXED) | P | $1,303,045 | $50,245 | $50,245 | $1,355,692 |
| JPM #2005 | P | $4,573,527 | $300,954 | $300,954 | $4,871,897 |
| JPM #2005 | P | $2,208,096 | $675,161 | $675,161 | $2,883,257 |
| JPM #9006 (FIXED) | P | $443 | -$23 | -$23 | $420 |
| JPM #9006 (FIXED) | P | $364,614 | -$4,000 | -$4,000 | $360,614 |
| JPM #2005 | P | $37,234 | $163,474 | $163,474 | $200,708 |
| DISPOSITION OF AG NET LEASE REALTY FUND LP | P | $138,904 | $2 | $2 | $138,906 |
| CLASS ACTION - REALIZED GAIN | P | $226 | $226 | $226 | |
| JPM #4007 | P | $353 | -$353 | -$353 | |
| JPM #2000 | P | $64 | $64 | $64 | |
| HEALTHCARE ROYALTY PARTNERS | P | $1,887 | $1,887 | $1,887 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,168,626 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,316 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,316 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,316 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,657 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $34,657 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $128 | EsPenaltyAmt |
| Overpayment | $11,213 | OverpaymentAmt |
| Applied To ES Tax | $11,213 | 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 | 0 | 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 | AC ISRAEL FOUNDATION INC | IndividualWithBooksNm |
| Phone | 2126343367 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 EAST 49TH STREET 41TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS C ISRAEL | ||||||||
| C/O INGLESIDE 12 E 49 ST FL 41 | NEW YORK | NY | 10017 | PRES, DIR, | 0.00 | $0 | $0 | $0 |
| BARRY W GRAY | ||||||||
| C/O INGLESIDE 12 E 49 ST FL 41 | NEW YORK | NY | 10017 | VP, DIR, | 0.00 | $0 | $0 | $0 |
| VIRGINIA J GOLDSTEIN | ||||||||
| C/O INGLESIDE 12 E 49 ST FL 41 | NEW YORK | NY | 10017 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| GREGORY H WARNER | ||||||||
| C/O INGLESIDE 12 E 49 ST FL 41 | NEW YORK | NY | 10017 | VP, TREASURER, SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,923,736 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $664,310 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,505,006 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,093,052 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,093,052 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $511,396 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,581,656 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,679,083 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,679,083 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,316 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,316 | TotalTaxAmt |
| Distributable Before Adj | $1,655,767 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,655,767 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,655,767 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,744,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,744,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,744,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,655,767 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,263,085 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,744,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,263,085 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $480,915 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,174,852 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (208 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 101 EAST 69TH STREET CONSERVANCY | ||||||||
| 101 E 69TH ST | NEW YORK | NY | 10021 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| A BETTER CHANCE OF WESTPORT INC | ||||||||
| 134 N AVE | WESTPORT | CT | 06880 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| A WALK ON WATER INC | ||||||||
| 526 VICTORIA AVE | VENICE | CA | 90291 | N/A | PC | GENERAL SUPPORT | $500 | |
| ABRAHAM JOSHUA HESCHEL SCHOOL | ||||||||
| 20 W END AVE | NEW YORK | NY | 10023 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| AFTER SCHOOL ARTS PROGRAM INC | ||||||||
| PO BOX 15 | WASHINGTON DT | CT | 06794 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| ALL AMERICAN DACHSHUND RESCUE | ||||||||
| PO BOX 125 | SHERIDAN | AR | 72150 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| ALSO-KNOWN-AS INC | ||||||||
| PO BOX 6037 FDR STA | NEW YORK | NY | 10150 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC | ||||||||
| 225 N MICHIGAN AVE STE 1700 | CHICAGO | IL | 60601 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC | ||||||||
| 225 N MICHIGAN AVE STE 1700 | CHICAGO | IL | 60601 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE INC | ||||||||
| 633 3RD AVE 20TH FL | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| AMERICAN FOLK ART MUSEUM | ||||||||
| 47-29 32ND PL | LONG ISLAND CITY | NY | 11101 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| AMERICAN WILD HORSE PRESERVATION CAMPAIGN | ||||||||
| PO BOX 1733 | DAVIS | CA | 95617 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| BEDFORD 2020 COALITION | ||||||||
| PO BOX 812 | BEDFORD HILLS | NY | 10507 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| BIDEAWEE INC | ||||||||
| 410 E 38TH ST | NEW YORK | NY | 10016 | N/A | PC | GENERAL SUPPORT | $200 | |
| BIRCHES SCHOOL INC | ||||||||
| PO BOX 237 | LINCOLN | MA | 01773 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| BIRCHES SCHOOL INC | ||||||||
| PO BOX 237 | LINCOLN | MA | 01773 | N/A | PC | GENERAL SUPPORT | $18,500 | |
| BIRCHES SCHOOL INC | ||||||||
| PO BOX 237 | LINCOLN | MA | 01773 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 2225 N LOOP W | HOUSTON | TX | 77008 | N/A | PC | GENERAL SUPPORT | $300 | |
| BOYS & GIRLS CLUB OF GREENWICH INC | ||||||||
| 4 HORSENECK LN | GREENWICH | CT | 06830 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| BOYS & GIRLS CLUB OF GREENWICH INC | ||||||||
| 4 HORSENECK LN | GREENWICH | CT | 06830 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| BROOKLYN COMMUNITY HOUSING AND SERVICES INC | ||||||||
| 105 CARLTON AVE | BROOKLYN | NY | 11205 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| BRUNSWICK SCHOOL INC | ||||||||
| 100 MAHER AVE | GREENWICH | CT | 06830 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| BRUNSWICK SCHOOL INC | ||||||||
| 100 MAHER AVE | GREENWICH | CT | 06830 | N/A | PC | GENERAL SUPPORT | $4,000 | |
| CARINGBRIDGE | ||||||||
| PO BOX 6032 | ALBERT LEA | MN | 56007 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| CARNEGIE HILL NEIGHBORS INC | ||||||||
| 1326 MADISON AVE | NEW YORK | NY | 10128 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| CASA OF LOS ANGELES | ||||||||
| 201 CENTRE PLZ DR RM 1100 | MONTEREY PARK | CA | 91754 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| CENTRAL PARK CONSERVANCY INC | ||||||||
| 14 E 60TH ST 8TH FL | NEW YORK | NY | 10022 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| CHILDRENS HOSPITAL CORPORATION | ||||||||
| 401 PARK DR STE 602 | BOSTON | MA | 02215 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| CHILDRENS HOSPITAL CORPORATION | ||||||||
| 401 PARK DR STE 602 | BOSTON | MA | 02215 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| CHILDRENS HOSPITAL LOS ANGELES | ||||||||
| 4650 W SUNSET BLVD | LOS ANGELES | CA | 90027 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| CHOC FOUNDATION | ||||||||
| 1201 W LA VETA AVE | ORANGE | CA | 92868 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| CITIZENS COMMITTEE FOR NEW YORK CITY INC | ||||||||
| 30 E 125TH ST 189 | NEW YORK | NY | 10035 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| CITIZENS COMMITTEE FOR NEW YORK CITY INC | ||||||||
| 30 E 125TH ST 189 | NEW YORK | NY | 10035 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| CITIZENS COMMITTEE FOR NEW YORK CITY INC | ||||||||
| 30 E 125TH ST 189 | NEW YORK | NY | 10035 | N/A | PC | GENERAL SUPPORT | $500 | |
| CITIZENS COMMITTEE FOR NEW YORK CITY INC | ||||||||
| 30 E 125TH ST 189 | NEW YORK | NY | 10035 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| CITIZENS COMMITTEE FOR NEW YORK CITY INC | ||||||||
| 30 E 125TH ST 189 | NEW YORK | NY | 10035 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| COLLEGIATE SCHOOL INC | ||||||||
| 301 FREEDOM PL S | NEW YORK | NY | 10069 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| COLLEGIATE SCHOOL INC | ||||||||
| 301 FREEDOM PL S | NEW YORK | NY | 10069 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| COLLEGIATE SCHOOL INC | ||||||||
| 301 FREEDOM PL S | NEW YORK | NY | 10069 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| CONGREGATION EMANU-EL OF THE CITY OF NEW YORK | ||||||||
| 1 E 65TH ST | NEW YORK | NY | 10065 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| CORE COMMUNITY ORGANIZED RELIEF EFFORT | ||||||||
| 6464 W SUNSET BLVD STE 530 | LOS ANGELES | CA | 90028 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| DESERT COMMUNITY FOUNDATION | ||||||||
| 75105 MERLE DR STE 300 | PALM DESERT | CA | 92211 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| DOE FUND INC | ||||||||
| 232 E 84TH ST | NEW YORK | NY | 10028 | N/A | PC | GENERAL SUPPORT | $500 | |
| DRAMA LEAGUE OF NEW YORK INC | ||||||||
| 32 AVE OF THE AMERICAS NO 1ST | NEW YORK | NY | 10013 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| DUDLEY POND ASSOCIATES INC | ||||||||
| PO BOX 5114 | WAYLAND | MA | 01778 | N/A | PC | GENERAL SUPPORT | $500 | |
| EAST SIDE HOUSE INC | ||||||||
| 337 ALEXANDER AVE | BRONX | NY | 10454 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| EISENHOWER MEDICAL CENTER | ||||||||
| 39000 BOB HOPE DR | RANCHO MIRAGE | CA | 92270 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| EVANS SCHOLARS FOUNDATION | ||||||||
| 1 BRIAR RD | GOLF | IL | 60029 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| FOOD BANK FOR NEW YORK CITY | ||||||||
| 39 BROADWAY 10TH FL | NEW YORK | NY | 10006 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| FOOD BANK OF LOWER FAIRFIELD COUNTY INC | ||||||||
| 461 GLENBROOK RD | STAMFORD | CT | 06906 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| FREEDOM INSTITUTE INC | ||||||||
| 515 MADISON AVE INC 13TH FL | NEW YORK | NY | 10022 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| FRICK COLLECTION | ||||||||
| 1 E 70TH ST | NEW YORK | NY | 10021 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| FRIENDS OF MOUNT VERNON SHELTER ANIMALS INC | ||||||||
| PO BOX 244 | NEW ROCHELLE | NY | 10804 | N/A | PC | GENERAL SUPPORT | $300 | |
| FRIENDS OF THE CULTURAL CENTER INC | ||||||||
| 73000 FRED WARING DR | PALM DESERT | CA | 92260 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| FRIENDS OF THE CULTURAL CENTER INC | ||||||||
| 73000 FRED WARING DR | PALM DESERT | CA | 92260 | N/A | PC | GENERAL SUPPORT | $30,000 | |
| GARY SINISE FOUNDATION | ||||||||
| PO BOX 368 | WOODLAND HILLS | CA | 91365 | N/A | PC | GENERAL SUPPORT | $100 | |
| GENTLE BARN FOUNDATION | ||||||||
| 15825 SIERRA HWY | SANTA CLARITA | CA | 91390 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| GENTLE BARN FOUNDATION | ||||||||
| 15825 SIERRA HWY | SANTA CLARITA | CA | 91390 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| GO2 FOUNDATION FOR LUNG CANCER | ||||||||
| 1700 K ST NW STE 660 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| GRACE INTERNATIONAL INC - BED-STUY CAMPAIGN AGAINST HUNGER | ||||||||
| 2010 FULTON ST | BROOKLYN | NY | 11233 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| GREENS FARMS ACADEMY INC | ||||||||
| PO BOX 998 | GREENS FARMS | CT | 06838 | N/A | PC | GENERAL SUPPORT | $8,000 | |
| GREENS FARMS ACADEMY INC | ||||||||
| PO BOX 998 | GREENS FARMS | CT | 06838 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| GREENS FARMS ACADEMY INC | ||||||||
| PO BOX 998 | GREENS FARMS | CT | 06838 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| GREENWICH COUNTRY DAY SCHOOL INC | ||||||||
| PO BOX 623 | GREENWICH | CT | 06836 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| GREENWICH COUNTRY DAY SCHOOL INC | ||||||||
| PO BOX 623 | GREENWICH | CT | 06836 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| GREENWICH HOSPITAL | ||||||||
| 5 PERRYRIDGE RD | GREENWICH | CT | 06830 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| GUIDING EYES FOR THE BLIND INC | ||||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HTS | NY | 10598 | N/A | PC | GENERAL SUPPORT | $200 | |
| HAZELDEN BETTY FORD FOUNDATION | ||||||||
| PO BOX 64348 | SAINT PAUL | MN | 55164 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| HILLSIDES | ||||||||
| 940 AVE 64 | PASADENA | CA | 91105 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| HISTORIC HUDSON VALLEY | ||||||||
| 639 BEDFORD RD | TARRYTOWN | NY | 10591 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| HOAG HOSPITAL FOUNDATION | ||||||||
| 330 PLACENTIA AVE STE 100 | NEWPORT BEACH | CA | 92663 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| HOMES WITH HOPE INC | ||||||||
| 59 MYRTLE AVE | WESTPORT | CT | 06880 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| HOMES WITH HOPE INC | ||||||||
| 59 MYRTLE AVE | WESTPORT | CT | 06880 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| HORIZONS AT GREENS FARMS ACADEMY | ||||||||
| 35 BEACHSIDE AVE PO BOX 998 | GREENS FARMS | CT | 06838 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| HUMAN RIGHTS CAMPAIGN FOUNDATION | ||||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| I AM ALS | ||||||||
| 1200 PENNSYLVANIA AVE NW UNIT 14135 | WASHINGTON | DC | 20044 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| IMENTOR | ||||||||
| 638 3RD ST | OAKLAND | CA | 94607 | N/A | PC | GENERAL SUPPORT | $300 | |
| INTERGROUP ASSOCIATION OF A A OF NEW YORK INC | ||||||||
| AA OF NEW YORK INC 307 7TH AVE RM | NEW YORK | NY | 10001 | N/A | PC | GENERAL SUPPORT | $900 | |
| INTERNATIONAL DYSLEXIA ASSOCIATION INC | ||||||||
| 40 YORK RD FL 4 | TOWSON | MD | 21204 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| INTERNATIONAL WOMENS HEALTH COALITION | ||||||||
| 333 7TH AVE | NEW YORK | NY | 10001 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| K9 YOUTH ALLIANCE | ||||||||
| 556 S FAIR OAKS AVE STE 101 5 | PASADENA | CA | 91105 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| K9 YOUTH ALLIANCE | ||||||||
| 556 S FAIR OAKS AVE STE 101 5 | PASADENA | CA | 91105 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| KISS THE GROUND | ||||||||
| PO BOX 515381 PMB 63508 | LOS ANGELES | CA | 90051 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| KUCETEKELA FOUNDATION | ||||||||
| 1220 PARK AVE NO 1B | NEW YORK | NY | 10128 | N/A | PC | GENERAL SUPPORT | $5,700 | |
| LEUKEMIA & LYMPHOMA SOCIETY INC | ||||||||
| 3 INTERNATIONAL DR | RYE BROOK | NY | 10573 | N/A | PC | GENERAL SUPPORT | $100 | |
| LIBERTY SCIENCE CENTER INC | ||||||||
| 222 JERSEY CITY BLVD | JERSEY CITY | NJ | 07305 | N/A | PC | GENERAL SUPPORT | $300 | |
| LITERARY SOCIETY OF THE DESERT | ||||||||
| PO BOX 10121 | PALM DESERT | CA | 92255 | N/A | PC | GENERAL SUPPORT | $1,200 | |
| LOS ANGELES COUNTY FIRE DEPARTMENT | ||||||||
| 1320 N EASTERN AVE | LOS ANGELES | CA | 90063 | N/A | PC | GENERAL SUPPORT | $4,000 | |
| LOS ANGELES MISSION INC | ||||||||
| PO BOX 60127 | LOS ANGELES | CA | 90060 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| LOS ANGELES REGIONAL FOOD BANK | ||||||||
| 1734 E 41ST ST | VERNON | CA | 90058 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| LOS ANGELES REGIONAL FOOD BANK | ||||||||
| 1734 E 41ST ST | VERNON | CA | 90058 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| LYMPHATIC EDUCATION & RESEARCH NETWORK INC LE&RN | ||||||||
| 154 W 14TH ST FL 2 | NEW YORK | NY | 10011 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| MAKING HEADWAY FOUNDATION INC | ||||||||
| 115 KING ST | CHAPPAQUA | NY | 10514 | N/A | PC | GENERAL SUPPORT | $100 | |
| MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION | ||||||||
| 415 CROSSWAYS PARK DR STE D | WOODBURY | NY | 11797 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| MARTHAS VINEYARD MUSEUM INC | ||||||||
| 151 LAGOON POND RD | VINEYARD HVN | MA | 02568 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 125 NASHUA ST STE 540 | BOSTON | MA | 02114 | N/A | PC | GENERAL SUPPORT | $500 | |
| MASSACHUSETTS GENERAL HOSPITAL NEUROFRIBROMATOSIS CLINIC DIVISION | ||||||||
| 165 CAMBRIDGE ST STE 600 | BOSTON | MA | 02114 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| METROPOLITAN GOLF ASSOCIATION FOUNDATION | ||||||||
| 49 KNOLLWOOD RD | ELMSFORD | NY | 10523 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| MICKEY LELAND KIBBUTZIM INTERNSHIP FOUNDATION | ||||||||
| 3555 TIMMONS LN STE 1400 | HOUSTON | TX | 77027 | N/A | PC | GENERAL SUPPORT | $300 | |
| MIDNIGHT MISSION | ||||||||
| 601 S SAN PEDRO ST | LOS ANGELES | CA | 90014 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| MISS PORTERS SCHOOL INC | ||||||||
| 60 MAIN ST | FARMINGTON | CT | 06032 | N/A | PC | GENERAL SUPPORT | $500 | |
| MOUNT SINAI HOSPITAL - ADOLESCENT HEALTH CENTER | ||||||||
| ONE GUSTAVE L LEVY PL BOX 1049 | NEW YORK | NY | 10029 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| MOUNT SINAI HOSPITAL - ADOLESCENT HEALTH CENTER | ||||||||
| ONE GUSTAVE L LEVY PL BOX 1049 | NEW YORK | NY | 10029 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| MOUNT SINAI HOSPITAL - ADOLESCENT HEALTH CENTER | ||||||||
| ONE GUSTAVE L LEVY PL BOX 1049 | NEW YORK | NY | 10029 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| MOUNT SINAI HOSPITAL - ADOLESCENT HEALTH CENTER | ||||||||
| ONE GUSTAVE L LEVY PL BOX 1049 | NEW YORK | NY | 10029 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| MT WASHINGTON PEDIATRIC HOSPITAL INC | ||||||||
| 1708 W ROGERS AVE | BALTIMORE | MD | 21209 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES | ||||||||
| 2600 VIRGINIA AVE NW STE 1100 | WASHINGTON | DC | 20037 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| NAVY SEAL FOUNDATION INC | ||||||||
| 1619 D ST | VIRGINIA BEACH | VA | 23459 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| NEW YORK BOTANICAL GARDEN | ||||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | N/A | PC | GENERAL SUPPORT | $3,500 | |
| NEW YORK POPS INC | ||||||||
| 39 BROADWAY RM 1150 | NEW YORK | NY | 10006 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| NEW YORK-PRESBYTERIAN FUND INC | ||||||||
| 850 3RD AVE 12TH FL | NEW YORK | NY | 10022 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| NORTH CAROLINA COMMUNITY FOUNDATION INC | ||||||||
| 3737 GLENWOOD AVE STE 460 | RALEIGH | NC | 27612 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| NORTHERN WESTCHESTER HOSPITAL ASSOCIATION | ||||||||
| 400 E MAIN ST | MOUNT KISCO | NY | 10549 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 1201 DAVIS ST 3RD FL | EVANSTON | IL | 60208 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| OLIVER WHITE FOUNDATION | ||||||||
| 25 SHADY BROOK LN | BELMONT | MA | 02478 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| OPERATION SMILE INC | ||||||||
| 3641 FACULTY BLVD | VIRGINIA BEACH | VA | 23453 | N/A | PC | GENERAL SUPPORT | $400 | |
| PACKER COLLEGIATE INSTITUTE | ||||||||
| PO BOX 22758 | NEW YORK | NY | 10087 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| PARTNERS HEALTHCARE SYSTEM INC - MARTHAS VINEYARD HOSPITAL INC | ||||||||
| 399 REVOLUTION DR STE 645 | SOMERVILLE | MA | 02145 | N/A | PC | GENERAL SUPPORT | $2,800 | |
| PARTNERS HEALTHCARE SYSTEM INC - MARTHAS VINEYARD HOSPITAL INC | ||||||||
| 399 REVOLUTION DR STE 645 | SOMERVILLE | MA | 02145 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| PARTNERS HEALTHCARE SYSTEM INC - SPAULDING REHAB HOSPITAL CORP | ||||||||
| 1575 CAMBRIDGE ST | CAMBRIDGE | MA | 02138 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | ||||||||
| PO BOX 996 | FREDERICK | MD | 21705 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| PASSPORT INC | ||||||||
| 3421 SIERRA DR | VESTAVIA HLS | AL | 35216 | N/A | PC | GENERAL SUPPORT | $500 | |
| PAWS CROSSED ANIMAL RESCUE INC | ||||||||
| 100 S WAREHOUSE LN | ELMSFORD | NY | 10523 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| PAWS CROSSED ANIMAL RESCUE INC | ||||||||
| 100 S WAREHOUSE LN | ELMSFORD | NY | 10523 | N/A | PC | GENERAL SUPPORT | $300 | |
| PAWS CROSSED ANIMAL RESCUE INC | ||||||||
| 100 S WAREHOUSE LN | ELMSFORD | NY | 10523 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| PAWS FOR PURPLE HEARTS | ||||||||
| 10201 OLD REDWOOD HWY | PENNGROVE | CA | 94951 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| PEER HEALTH EXCHANGE INC | ||||||||
| 100 WEBSTER ST STE 300 | OAKLAND | CA | 94607 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| PEER HEALTH EXCHANGE INC | ||||||||
| 100 WEBSTER ST STE 300 | OAKLAND | CA | 94607 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| PETS ARE WONDERFUL SUPPORT-LOS ANGELES | ||||||||
| 2121 S FLOWER ST | LOS ANGELES | CA | 90007 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| PILOBOLUS INC | ||||||||
| 6 CALHOUN ST | WASHINGTON DEPOT | CT | 06794 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| PLANNED PARENTHOOD OF GREATER NEW YORK INC | ||||||||
| 26 BLEECKER ST | NEW YORK | NY | 10012 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE | ||||||||
| 700 EXCHANGE ST | MIDDLEBURY | VT | 05753 | N/A | PC | GENERAL SUPPORT | $500 | |
| PUPPIES BEHIND BARS INC | ||||||||
| 263 W 38 ST 4TH FL | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $200 | |
| PUPPIES BEHIND BARS INC | ||||||||
| 263 W 38 ST 4TH FL | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| RESCUZILLA INC | ||||||||
| PO BOX 20073 | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $500 | |
| RETHINK FOOD NYC INC | ||||||||
| 63 FLUSHING AVE BLDG 58 STE 1 | BROOKLYN | NY | 11205 | N/A | PC | GENERAL SUPPORT | $500 | |
| RIVERDALE COUNTRY SCHOOL INC | ||||||||
| 5250 FIELDSTON RD | BRONX | NY | 10471 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| RIVERDALE COUNTRY SCHOOL INC | ||||||||
| 5250 FIELDSTON RD | BRONX | NY | 10471 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| RIVERDALE COUNTRY SCHOOL INC | ||||||||
| 5250 FIELDSTON RD | BRONX | NY | 10471 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| RIVERDALE COUNTRY SCHOOL INC | ||||||||
| 5250 FIELDSTON RD | BRONX | NY | 10471 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| RIVERKEEPER INC | ||||||||
| 20 SECOR RD | OSSINING | NY | 10562 | N/A | PC | GENERAL SUPPORT | $100 | |
| ROCA INC | ||||||||
| 101 PARK ST | CHELSEA | MA | 02150 | N/A | PC | GENERAL SUPPORT | $500 | |
| RON FINLEY PROJECT | ||||||||
| 4501 EXPOSITION BLVD | LOS ANGELES | CA | 90016 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| RUMSEY HALL SCHOOL INCORPORATED | ||||||||
| 201 ROMFORD RD | WASHINGTON DT | CT | 06794 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| SACRED ROK | ||||||||
| 319 IRIS ST | REDWOOD CITY | CA | 94062 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| SAVING JANE INC | ||||||||
| 187 E WARM SPRINGS RD RM B249 | LAS VEGAS | NV | 89119 | N/A | PC | GENERAL SUPPORT | $500 | |
| SCHOOL ON WHEELS INC | ||||||||
| PO BOX 23371 | VENTURA | CA | 93002 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| SCLERODERMA FOUNDATION | ||||||||
| 300 ROSEWOOD DR STE 105 | DANVERS | MA | 01923 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| SCRIPPS RESEARCH INSTITUTE | ||||||||
| 10550 N TORREY PINES RD | LA JOLLA | CA | 92037 | N/A | PC | GENERAL SUPPORT | $84,300 | |
| SHARE OUR STRENGTH | ||||||||
| 1030 15TH ST NW STE 1100W | WASHINGTON | DC | 20005 | N/A | PC | GENERAL SUPPORT | $500 | |
| SHATTERPROOF A NONPROFIT CORP | ||||||||
| 101 MERRITT 7 CORPORATE PARK 1ST FL | NORWALK | CT | 06851 | N/A | PC | GENERAL SUPPORT | $150 | |
| SHERIFFS MEADOW FOUNDATION | ||||||||
| PO BOX 1088 | VINEYARD HAVEN | MA | 02568 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| SKY DOG SANCTUARY INC | ||||||||
| 23823 MALIBU RD STE 50 347 | MALIBU | CA | 90265 | N/A | PC | GENERAL SUPPORT | $500 | |
| SPCA OF WESTCHESTER INC | ||||||||
| 590 N STATE RD | BRIARCLIFF | NY | 10510 | N/A | PC | GENERAL SUPPORT | $100 | |
| SPENCE SCHOOL | ||||||||
| 22 E 91ST ST | NEW YORK | NY | 10128 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | ||||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | GENERAL SUPPORT | $600 | |
| ST MARGARETS EPISCOPAL CHURCH PALM DESERT | ||||||||
| 47 535 HWY 74 | PALM DESERT | CA | 92260 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| ST VINCENT SENIOR CITIZEN NUTRITION PROGRAM INC | ||||||||
| 2303 MIRAMAR ST | LOS ANGELES | CA | 90057 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| SUFFOLK COUNTY MAKE-A-WISH FOUNDATION INC | ||||||||
| 1 COMAC LOOP UNIT 1A1 | RONKONKOMA | NY | 11779 | N/A | PC | GENERAL SUPPORT | $200 | |
| TAFT SCHOOL CORPORATION | ||||||||
| 110 WOODBURY RD | WATERTOWN | CT | 06795 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| TAFT SCHOOL CORPORATION | ||||||||
| 110 WOODBURY RD | WATERTOWN | CT | 06795 | N/A | PC | GENERAL SUPPORT | $500 | |
| TEXAS CHILDRENS HOSPITAL | ||||||||
| 1919 S BRAESWOOD BLVD STE 5214 | HOUSTON | TX | 77030 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| THE ACTORS FUND OF AMERICA | ||||||||
| 729 7TH AVE 10TH FL | NEW YORK | NY | 10019 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| THE ALLIANCE FOR CLIMATE PROTECTION | ||||||||
| 555 11TH ST NW STE 601 | WASHINGTON | DC | 20004 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| THE ANIMAL MEDICAL CENTER | ||||||||
| 510 E 62ND ST 2ND FL | NEW YORK | NY | 10065 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| THE ANIMAL MEDICAL CENTER | ||||||||
| 510 E 62ND ST 2ND FL | NEW YORK | NY | 10065 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| THE BARACK OBAMA FOUNDATION | ||||||||
| 5235 S HARPER CT STE 1140 | CHICAGO | IL | 60615 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| THE BRICK PRESBYTERIAN CHURCH | ||||||||
| 62 E 92ND ST | NEW YORK | NY | 10128 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| THE COLLEGE OF WILLIAM & MARY FOUNDATION | ||||||||
| 5300 DISCOVERY PARK BLVD | WILLIAMSBURG | VA | 23188 | N/A | PC | GENERAL SUPPORT | $500 | |
| THE CONNECTICUT GOLF FOUNDATION INC | ||||||||
| 55 GOLF CLUB RD | CROMWELL | CT | 06416 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| THE DAVID SHELDRICK WILDLIFE TRUST USA | ||||||||
| 25283 CABOT RD STE 101 | LAGUNA HILLS | CA | 92653 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| THE DAVID SHELDRICK WILDLIFE TRUST USA | ||||||||
| 25283 CABOT RD STE 101 | LAGUNA HILLS | CA | 92653 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| THE JACOBS SCHOOL OF ENGINEERING AT THE UNIVERSITY OF CALIFORNIA SAN DIEGO | ||||||||
| OFC OF POST AWARD FINANCIAL | LA JOLLA | CA | 92093 | N/A | PC | GENERAL SUPPORT | $25,000 | SERVICES 9500 GILM |
| THE LIVING DESERT | ||||||||
| 47900 PORTOLA AVE | PALM DESERT | CA | 92260 | N/A | PC | GENERAL SUPPORT | $92,500 | |
| THE LIVING DESERT | ||||||||
| 47900 PORTOLA AVE | PALM DESERT | CA | 92260 | N/A | PC | GENERAL SUPPORT | $7,500 | |
| THE MALALA FUND | ||||||||
| PO BOX 53347 | WASHINGTON | DC | 20009 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| THE OPEN DOOR SHELTER INC | ||||||||
| 4 MERRITT ST | NORWALK | CT | 06854 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| THE PEOPLE CONCERN | ||||||||
| 2116 ARLINGTON AVE STE 100 | LOS ANGELES | CA | 90018 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| THE PEOPLE CONCERN | ||||||||
| 2116 ARLINGTON AVE STE 100 | LOS ANGELES | CA | 90018 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| THE UCLA FOUNDATION | ||||||||
| 10889 WILSHIRE BLVD STE 1500 | LOS ANGELES | CA | 90024 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| THE UCLA FOUNDATION | ||||||||
| 10889 WILSHIRE BLVD STE 1500 | LOS ANGELES | CA | 90024 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| THE YORK THEATRE COMPANY INC | ||||||||
| 619 LEXINGTON AVE | NEW YORK | NY | 10022 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| THIS FOR DIPLOMATS | ||||||||
| 1250 H ST NW | WASHINGTON | DC | 20005 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| TRUSTEES OF COLUMBIA UNIVERSITY | ||||||||
| 722 W 168TH ST 12TH FL | NEW YORK | NY | 10032 | N/A | PC | GENERAL SUPPORT | $6,000 | |
| TRUSTEES OF COLUMBIA UNIVERSITY | ||||||||
| 33 W 60TH ST 7TH FL | NEW YORK | NY | 10023 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| TRUSTEES OF PHILLIPS ACADEMY | ||||||||
| 180 MAIN ST | ANDOVER | MA | 01810 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| TRUSTEES OF PHILLIPS ACADEMY | ||||||||
| 180 MAIN ST | ANDOVER | MA | 01810 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| TRUSTEES OF PHILLIPS ACADEMY | ||||||||
| 180 MAIN ST | ANDOVER | MA | 01810 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| TRUSTEES OF THE SMITH COLLEGE | ||||||||
| 23 ELM ST | NORTHAMPTON | MA | 01063 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| TRYALL FUND | ||||||||
| 360 HAMILTON AVE 8TH FL | WHITE PLAINS | NY | 10601 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NY INC | ||||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| UNIVERSITY OF VIRGINIA | ||||||||
| PO BOX 400204 | CHARLOTTESVILLE | VA | 22904 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| UNTERMYER GARDENS CONSERVANCY | ||||||||
| 945 N BROADWAY | YONKERS | NY | 10701 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| VILLANOVA UNIVERSITY | ||||||||
| 800 E LANCASTER AVE | VILLANOVA | PA | 19085 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| VIRGINIA STUDENT AID FOUNDATION - VIRGINIA ATHLETIC FOUNDATION | ||||||||
| PO BOX 400833 | CHARLOTTESVILLE | VA | 22904 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| VISITING NURSE SERVICE OF NEW YORK | ||||||||
| 107 E 70TH ST 5TH FL | NEW YORK | NY | 10021 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| VISITING NURSE SERVICE OF NEW YORK | ||||||||
| 107 E 70TH ST 5TH FL | NEW YORK | NY | 10021 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| WATERSIDE SCHOOL INC | ||||||||
| 770 PACIFIC ST | STAMFORD | CT | 06902 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| WATERSIDE SCHOOL INC | ||||||||
| 770 PACIFIC ST | STAMFORD | CT | 06902 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| WELLESLEY COLLEGE | ||||||||
| 106 CENTRAL ST | WELLESLEY | MA | 02481 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| WHEATON COLLEGE | ||||||||
| 26 E MAIN ST | NORTON | MA | 02766 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | N/A | PC | GENERAL SUPPORT | $150 | |
| WWP INC - WOUNDED WARRIOR PROJECT INC | ||||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| YALE UNIVERSITY - SCHOOL OF MEDICINE | ||||||||
| PO BOX 7611 | NEW HAVEN | CT | 06519 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| YALE UNIVERSITY - SCHOOL OF MEDICINE | ||||||||
| PO BOX 7611 | NEW HAVEN | CT | 06519 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| ZOOLOGICAL SOCIETY OF NEW JERSEY | ||||||||
| 560 NORTHFIELD AVE | WEST ORANGE | NJ | 07052 | N/A | PC | GENERAL SUPPORT | $200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,744,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $457 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $545,516 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $36 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $168,558 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,168,626 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $36 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,883,157 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,883,193 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,978,503 | EOYBookValueAmt |
| EOYFMV | $1,978,503 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $15,579,576 | EOYBookValueAmt |
| EOYFMV | $15,579,576 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,565,161 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,565,161 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS - PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $15,038,618 | BookValueAmt |
| EOYFMV | $15,038,618 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $66,999 | $66,999 | $0 |
| CUSTODY FEES | $1,584 | $1,584 | $0 |
| FILING FEES | $1,060 | $1,060 | $0 |
| LEGAL FEES | $29,289 | $29,289 | $0 |
| HEALTHCARE ROYALTY PTRS | $140,983 | $140,983 | $0 |
| INVESTMENT EXPENSES | $44,283 | $44,283 | $0 |
| MISCELLANEOUS FEES | $50 | $50 | $0 |
| NONDEDUCTIBLE EXPENSES | $45 | $0 | $0 |
| ARCLIGHT ENERGY PARTNERS FUND VII LP | $1 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| AG NET LEASE REALTY FUND III | -$6,045 | -$6,045 | -$6,045 |
| HEALTHCARE ROYALTY PTRS | $18,334 | $18,334 | $18,334 |
| ROYALTY INC-HEALTHCARE ROYALTY PTRS | $115,837 | $115,837 | $115,837 |
| AG NET LEASE REALTY FUND IV | -$1,760 | -$1,760 | -$1,760 |
| CAPITALSPRING INV. PTRS | $109,583 | $109,583 | $109,583 |
| ARCLIGHT ENERGY PARTNERS FUND VII | -$69,842 | $0 | -$69,842 |
| JPM #9006 (FIXED) | $2,451 | $2,451 | $2,451 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON MARKETABLE SECURITIES | $57,616 |
| UNREALIZED GAIN ON PARTNERSHIPS | $3,257,475 |
| PRIOR PERIOD ADJUSTMENT | $10,500 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES PAYABLE | Desc |
| BOY Book Value | $10,500 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Comments