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ELIAS FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ELIAS FOUNDATION (EIN 13-4092287)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-08
IRS object ID
202143129349101939
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-08T16:31:18-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131655065PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LUTZ AND CARR CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1551 FIFTH AVENUE SUITE 400AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10176ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134092287EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELIAS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlELIABusinessNameControlTxt
Phone9148069977PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 OLD ROAD LANEAddressLine1Txt
CityMOUNT KISCOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10549ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJACQUELINE MANNPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9148069977PhoneNum
Signature2021-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJACQUELINEPersonFirstNm
Person LastMANNPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFREDERICK MARTENSPreparerPersonNm
PTINP00298107PTIN
Phone2126972299PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,186,903FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$10InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$131,726DividendsRevAndExpnssAmt
Dividends Net Invst Incm$131,726DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$112,970NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,388,233GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$112,970CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$12,349OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$257,055TotalRevAndExpnssAmt
Total Net Invst Incm$244,706TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$13,423LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$13,423LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$11,371AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$11,371AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$175,437OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$82,931OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$92,506OtherProfFeesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$2,832TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$2,832TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$24,984OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$24,984OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$228,047TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$82,931TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$145,116TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$898,859ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$898,859ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,126,906TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$82,931TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,043,975TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$869,851ExcessRevenueOverExpensesAmt
Net Investment Income$161,775NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$141,468SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$175,219SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$175,219SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$120,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$183,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$120,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$120,000OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses EOY$4,500PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$4,500PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$508,894USGovernmentObligationsBOYAmt
US Government Obligations EOY$503,437USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$508,165USGovtObligationsEOYFMVAmt
Corporate Stock BOY$4,311,725CorporateStockBOYAmt
Corporate Stock EOY$3,900,866CorporateStockEOYAmt
Corporate Stock EOYFMV$10,226,009CorporateStockEOYFMVAmt
Other Investments BOY$622,495OtherInvestmentsBOYAmt
Other Investments EOY$150,771OtherInvestmentsEOYAmt
Other Investments EOYFMV$153,010OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,767,582TotalAssetsBOYAmt
Total Assets EOY$4,854,793TotalAssetsEOYAmt
Total Assets EOYFMV$11,186,903TotalAssetsEOYFMVAmt
Accounts Payable BOY$229AccountsPayableBOYAmt
Accounts Payable EOY$291AccountsPayableEOYAmt
Total Liabilities BOY$229TotalLiabilitiesBOYAmt
Total Liabilities EOY$291TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$5,767,353NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,854,502NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$5,767,353TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,854,502TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,767,582TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,854,793TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,767,353TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$869,851ExcessRevenueOverExpensesAmt
Other Increases$5,000OtherIncreasesAmt
Subtotal$4,902,502SubtotalAmt
Other Decreases$48,000OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,854,502TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$1,384,257$1,272,707$111,550$111,550
PUBLICLY TRADED SECURITIESP$3,976$2,556$1,420$1,420
FieldValueIRS element (for citing)
Capital Gain Net Income$112,970CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,249InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,249SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,249TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$23,909EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$23,909TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$21,660OverpaymentAmt
Applied To ES Tax$21,660AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressELIASFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9148069977PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110 OLD ROAD LANEAddressLine1Txt
CityMOUNT KISCOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10549ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JACQUELINE MANN
10 OLD ROAD LANEMOUNT KISCONY10549PRESIDENT/EXECUTIVE DIRECTOR7.00$0$0$0
JAMES E MANN
10 OLD ROAD LANEMOUNT KISCONY10549SECRETARY5.00$0$0$0
ALISON MANN
10 OLD ROAD LANEMOUNT KISCONY10549VICE PRESIDENT5.00$0$0$0
ANASTASIA MANN
10 OLD ROAD LANEMOUNT KISCONY10549TREASURER5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UST-MLT A DIVISION OF BANK OF AMERICA NABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11300 MERRILL LYNCH DRIVEAddressLine1Txt
CityPENNINGTONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP085341501ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MANAGEMENTServiceTypeTxt
Compensation$82,931CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,733,957AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$189,866AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,923,823TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,923,823AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$148,857CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,774,966NetVlNoncharitableAssetsAmt
Minimum Investment Return$488,748MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$488,748MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,249TaxBasedOnInvestmentIncomeAmt
Total Tax$2,249TotalTaxAmt
Distributable Before Adj$486,499DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$486,499DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$486,499DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,043,975ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,043,975QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,043,975AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$486,499DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$564,278ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$180,802ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$199,610ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$509,547ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$331,738ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,785,975TotalExcessDistributionCyovAmt
Qualifying Distributions$1,043,975QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$486,499AppliedToCurrentYearAmt
Remaining Distri From Corpus$557,476RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,343,451TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$564,278ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,779,173ExcessDistriCyovToNextYrAmt
Excess From Year4$180,802ExcessFromYear4Amt
Excess From Year3$199,610ExcessFromYear3Amt
Excess From Year2$509,547ExcessFromYear2Amt
Excess From Year1$331,738ExcessFromYear1Amt
Excess From Current Year$557,476ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJACQUELINE MANNContributingManagerNm
Contributing ManagerJAMES E MANNContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALLISON LAKE
35 JEFFERSON PLWHITE PLAINSNY10603NONEIINDIVIDUAL GRANT - FELLOWSHIP$15,000
BUILDING FROM BELOW
PO BOX 11731DURHAMNC27703NONEPCGENERAL OPERATING - BOARD DISCRETIONARY GRANT$10,000
CALLIE MACKENZIE JAYNE
151 FIRST AVEKINGSTONNY12401NONEIINDIVIDUAL GRANT - FELLOWSHIP$40,000
CGDCNY INC
45 LUDLOW ST 312YONKERSNY10701NONEPCGENERAL OPERATING$8,500
CGDCNY INC
45 LUDLOW ST 312YONKERSNY10701NONEPCFISCAL SPONSOR GRANT FOR 100 SISTAS$2,500
CHILDREN'S VILLAGE
ONE ECHO HILLSDOBBS FERRYNY10522NONEPCGENERAL OPERATING - BOARD DISCRETIONARY GRANT$60,000
COLLEGE AND COMMUNITY FELLOWSHIP
475 RIVERSIDE DRIVE SUITE 1626NEW YORKNY10115NONEPCGENERAL OPERATING - BOARD DISCRETIONARY GRANT$5,181
COMMUNITIES UNITED FOR POLICE REFORM
520 8TH AVE 1800NEW YORKNY10018NONEPCGENERAL OPERATING - BOARD DISCRETIONARY GRANT$5,175
COMMUNITY VOICES HEARD
115 E 106TH ST 3NEW YORKNY10029NONEPCGENERAL OPERATING$10,000
DAUGHTERS BEYOND INCARCERATION
13601 N NEMOURS STREETNEW ORLEANSLA70129NONEPCGENERAL OPERATING - BOARD DISCRETIONARY GRANT$5,000
DIANA SANCHEZ
82 DELANO AVE APT1BYONKERSNY10704NONEIINDIVIDUAL GRANT - FELLOWSHIP$15,000
FOOD SUPPORT (RUBY OLISEMEKA)
526 EAST FIFTH STREETMOUNT VENONNY10553NONEPCGENERAL OPERATING$1,503
FREEBLACKMAMAS
1959 HIGHLANDER WAYNEW MARKETTN37820NONEPCGENERAL OPERATING - BOARD DISCRETIONARY GRANT$3,300
FSISIDISSENT
120 WALL STREET 31ST FLOORNEW YORKNY10005NONEPCGENERAL OPERATING - BOARD DISCRETIONARY GRANT$1,000
GABINO TRUIJILLO
C/O AQUA TURF 6 WESTCHESTER PLAZAELMSFORDNY10523NONEIINDIVIDUAL GRANT - FELLOWSHIP$40,000SUITE 142
GRASSROOTS GLOBAL JUSTICE
2000 14TH ST NW SUITE 104 73768WASHINGTONDC20056NONEPCGENERAL OPERATING - BOARD DISCRETIONARY GRANT$3,000
IBRAHIM SIDDIQ
575 E 140TH ST APT 1IBRONXNY10454NONEIINDIVIDUAL GRANT - FELLOWSHIP$40,000
IN THESE TIMES
2040 N MILWAUKEE AVECHICAGOIL60647NONEPCGENERAL OPERATING - BOARD DISCRETIONARY GRANT$1,000
JABIN AHMED
125 JOSLEN BLVDHUDSONNY12534NONEIINDIVIDUAL GRANT - FELLOWSHIP$40,000
JACOBIN FOUNDATION
388 ATLANTIC AVENUEBROOKLYNNY11217NONEPCGENERAL OPERATING - BOARD DISCRETIONARY GRANT$1,000
JUANITA LEWIS
63 GROVE ST APT 3NEWBURGHNY12550NONEIINDIVIDUAL GRANT - FELLOWSHIP$40,000
KATHLEEN CANCIO
27 BUENA VISTA AVESPRING VALLEYNY10977NONEIINDIVIDUAL GRANT - FELLOWSHIP$40,000
LALDEF
714-716 S CLINTON AVETRENTONNJ08661NONEPCGENERAL OPERATING - BOARD DISCRETIONARY GRANT$10,000
LAMONT BADRU
1 ALEXANDER STREET APT 1204YONKERSNY10701NONEIINDIVIDUAL GRANT - FELLOWSHIP$25,000
LUTONYA RUSSELL HUMES
3 SNOWDEN AVEOSSININGNY10562NONEIINDIVIDUAL GRANT - FELLOWSHIP$15,000
MAINE EQUAL JUSTICE PARTNERS
126 SEWALL STREETAUGUSTAME04330NONEPCGENERAL OPERATING - BOARD DISCRETIONARY GRANT$3,000
MAINE INITIATIVES
56 NORTH STREET SUITE 100PORTLANDME04101NONEPCGENERAL OPERATING - BOARD DISCRETIONARY GRANT$5,000
MARCELA BRIONES LEVIN
108 PINESBRIDGE RDOSSININGNY10562NONEIINDIVIDUAL GRANT - FELLOWSHIP$15,000
MARIA DAUTRUCHE
331 TECUMSEH AVENUEMOUNT VERNONNY10553NONEIINDIVIDUAL GRANT - FELLOWSHIP$40,000
MARIJUANA POLICY PROJECT
PO BOX 21824WASHINGTONDC20009NONEPCGENERAL OPERATING - BOARD DISCRETIONARY GRANT$10,000
MAYRA HIDALGO SALAZAR
1936 NORTH CRYSTAL LAKE DRIVELAKELANDFL33801NONEIINDIVIDUAL GRANT - FELLOWSHIP$25,000
NADA KHADER
3 HORTON MILL ROADWHITE PLAINSNY10604NONEIINDIVIDUAL GRANT - FELLOWSHIP$15,000
NATIONAL NETWORK OF ABORTION FUNDS
PO BOX 22457PHILADEPHIAPA19110NONEPCGENERAL OPERATING - BOARD DISCRETIONARY GRANT$3,000
NEIGHBORS LINK
27 COLUMBUS AVEMOUNT KISCONY10549NONEPCGENERAL OPERATING$30,000
NETWORK FOR GOOD
120 WALL STREET 31ST FLOORNEW YORKNY10005NONEPCGENERAL OPERATING - BOARD DISCRETIONARY GRANT$1,000
NEW JERSEY POLICY PERSPECTIVE
PO BOX 22766TRENTONNJ08607NONEPCGENERAL OPERATING - BOARD DISCRETIONARY GRANT$10,000
NEW LABOR
55 PATERSON STREET 2ND FLORNEW BRUNSWICKNJ08901NONEPCGENERAL OPERATING - BOARD DISCRETIONARY GRANT$15,000
NEWBURGH LGBTQ CENTER
PO BOX 787NEWBURGHNY12551NONEPCGENERAL OPERATING$7,500
NORTHSTAR FUND
520 8TH AVE 1800NEW YORKNY10018NONEPCCOVID RESPONSE FUND$20,000
OPP REFORM COALITION
4035 WASHINGTON AVENEW ORLEANSLA70125NONEPCGENERAL OPERATING - BOARD DISCRETIONARY GRANT$35,000
PACE WOMENS JUSTICE CENTER
78 NORTH BROADWAYWHITE PLAINSNY10603NONEPCGENERAL OPERATING$5,000
PORTLAND OUTRIGHT
56 NORTH STREET SUITE 100PORTLANDME04101NONEPCGENERAL OPERATING - BOARD DISCRETIONARY GRANT$3,000
RACHAEL LEINER
3 WATSON ROADPOUGHKEEPSIENY12603NONEIINDIVIDUAL GRANT - FELLOWSHIP$40,000
RISE UP KINGSTON
140 TREMPER AVEKINGSTONNY12401NONEPCGENERAL OPERATING$2,500
SOCIAL GOOD FUND
12651 SAN PABLO AVENUE 5473RICHMONDCA94805NONEPCGENERAL OPERATING - BOARD DISCRETIONARY GRANT$5,000
SUSTAINABLE ECONOMIES
1428 FRANKLIN STREETOAKLANDCA94612NONEPCGENERAL OPERATING - BOARD DISCRETIONARY GRANT$3,000
THOUSAND CURRENTS
1330 BROADWAY SUITE 301OAKLANDCA94612NONEPCGENERAL OPERATING - BOARD DISCRETIONARY GRANT$5,000
TONIA CONNER MITCHELL
10 HENNING DRIVEMONTROSENY10548NONEIINDIVIDUAL GRANT - FELLOWSHIP$40,000
UNITED WE DREAM NETWORK
PO BOX 33231WASHINGTONDC20033NONEPCGENERAL OPERATING$10,000
UNIVERSAL PARTNERSHIP
1 SONOMA ROADCORTLANDT MANORNY10567NONEPCTRAINING FOR GRANTEE$2,700
WESPAC FOUNDATION
77 TARRYTOWN ROAD SUITE 2WWHITE PLAINSNY10607NONEPCFOOD PROGRAM GENERAL OPERATING$3,500
WESTCHESTER CHILDREN'S ASSOCIATION
470 MAMARONECK AVEWHITE PLAINSNY10605NONEPCGENERAL OPERATING$13,000
WESTCHESTER COMMUNITY FOUNDATION
210 N CENTRAL AVE 310HARTSDALENY10530NONEPCCOVID RESPONSE FUND$25,000
WESTCHESTER RESIDENTIAL ORGANIZATION
470 MAMARONECK AVE 410WHITE PLAINSNY10605NONEPCGENERAL OPERATING - BOARD DISCRETIONARY GRANT$9,000
WESTPAC FOUNDATION
77 TARRYTOWN ROAD SUITE 2WWHITE PLAINSNY10607NONEPCGENERAL OPERATING$5,000
YES MAGAZINE
PO BOX 10818BAINBRIDGE ISLANDWA98110NONEPCGENERAL OPERATING - BOARD DISCRETIONARY GRANT$1,000
YONKERS SANCTUARY MOVEMENT
45 LUDLOW ST 312YONKERSNY10701NONEPCGENERAL OPERATING$10,000
YOUTH REPRESENT
11 PARK PLACE SUITE 1512NEW YORKNY10007NONEPCGENERAL OPERATING - BOARD DISCRETIONARY GRANT$5,000
ZELTZYN SANCHEZ
22A COTTAGE STREETPORT CHESTERNY10573NONEIINDIVIDUAL GRANT - FELLOWSHIP$40,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$899,359TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$131,726ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$112,970ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFEDERAL INCOME TAX REFUNDDesc
Exclusion01ExclusionCd
Exclusion$12,349ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$257,055ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$257,055TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING AND TAX SERVICE FEES$7,253$0$7,253
BOOKKEEPING$4,118$0$4,118

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationDELAWARE DOES NOT REQUIRE THE FILING OF FORM 990PF SINCE THE FOUNDATION DOES NOT CONDUCT ANY ACTIVITY IN THE STATE.ExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOT LABS 3600 SHS$136,828$394,164
ABBVIE INC 2000 SHS$81,480$214,300
ADVNCD MICRO D INC 5000 SHS$165,300$458,550
ALPHABET INC SHS CL A 200 SHS$75,321$350,528
AMAZON COM INC COM 300 SHS$74,656$977,079
AMERICAN TOWER REIT INC 2000 SHS$153,056$448,920
APPLE INC 6000 SHS$100,457$796,140
BLACKSTONE GROUP INC COM 4500 SHS$75,483$291,645
BRISTOL-MYERS SQUIBB CO 1200 SHS$67,080$74,436
CIENA CORP 2000 SHS$42,088$105,700
COCA COLA COM 4000 SHS$152,233$219,360
COLGATE PALMOLIVE 2200 SHS$119,849$188,122
ECOLAB INC 1500 SHS$115,118$324,540
ELI LILLY & CO 1500 SHS$70,729$253,260
FACEBOOK INC 1100 SHS$97,944$300,476
GENL DYNAMICS CORP COM 1000 SHS$135,982$148,820
GILEAD SCIENCES INC COM 2400 SHS$73,935$139,824
HONEYWELL INTL INC DEL 1000 SHS$78,152$212,700
NETFLIX COM INC 1500 SHS$177,658$811,095
NVIDIA 1400 SHS$284,789$731,080
PEPSICO INC 1500 SHS$120,864$222,450
PFIZER INC 5000 SHS$140,741$184,050
PROCTER & GAMBLE CO 1200 SHS$99,247$166,968
REGENERON PHARMACTCLS 500 SHS$236,324$241,555
SERVICENOW INC 600 SHS$156,928$330,258
SNAP INC CL A 10000 SHS$164,295$500,700
UBER TECHNOLOGIES INC 2000 SHS$71,772$102,000
VERIZON COMMUNICATIONS COM 4500$227,846$264,375
VISA INC CL A 2000 SHS$143,744$437,460
WORKDAY INC CL A 1400 SHS$260,967$335,454

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$503,437USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$508,165USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemBLACKROCK LOW DURATION 15,661.157 SHSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$150,771BookValueAmt
EOYFMV$153,010EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL SERVICESCategoryTxt
Legal Fees$13,423LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$13,423DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFORGIVENESS OF PROGRAM RELATED INVESTMNETDesc
Amt$48,000Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSE$1,167$0$1,167
COMPUTER AND INTERNET$683$0$683
BANK FEES AND CHARGES$180$0$180
ADVISORY COMMITTEE STIPENDS$22,954$0$22,954

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFEDERAL INCOME TAX REFUNDDesc
Revenue And Expenses Per Books$12,349RevenueAndExpensesPerBooksAmt
Adjusted Net Income$12,349AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$5,000Amt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)

Insider RelationshipInsiderRelationshipTxtLoan OriginalLoanOriginalAmtBalance DueBalanceDueAmtNoteNoteDtLoan MaturityLoanMaturityDtRepayment TermsRepaymentTermsTxtInterestInterestRtSecurity Provided BorrowerSecurityProvidedBorrowerTxtLoan PurposeLoanPurposeTxtConsideration FMVConsiderationFMVAmt
EL KILOMBO INTERGALACTICO
NONE$650,000$02016-032026-12PER LOAN DOCUMENT0.000000000000NONEPURCHASE OF PROPERTY$0
CGDC INC
NONE$120,000$120,0002019-102023-11PER LOAN DOCUMENT0.000000000000NONETO HELP BUILD EQUITY$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMINISTRATIVE CONSULTANT$72,606$0$72,606
OTHER CONSULTANTS$19,900$0$19,900
INVESTMENT FEES$82,931$82,931$0

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