HELEN C BENEDICT FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HELEN C BENEDICT FOUNDATION INC (EIN 13-3940833)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-09
- IRS object ID
- 202143139349101634
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-09T09:45:49-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100175001 | 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 | 133940833 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELEN A BENEDICT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MATTHEW WALEGIR | InCareOfNm |
| Business Name Control | HELE | BusinessNameControlTxt |
| Phone | 2125570010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 MADISON AVENUE 25TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARC DE VENOGE | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 2125570010 | PhoneNum |
| Signature | 2021-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARC | PersonFirstNm |
| Person Last | DE VENOGE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paul Hammerschmidt | PreparerPersonNm |
| PTIN | P01384178 | PTIN |
| Phone | 2128858000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $23,500,857 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $367,107 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $367,107 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $643,772 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,474,629 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $643,772 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,010,879 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,010,879 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $34,445 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $34,445 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,056 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,056 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,391 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,014 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,014 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,469 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,469 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,937 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,937 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,312 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,056 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,865 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $366,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $366,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $412,812 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,056 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $408,365 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $598,067 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,008,823 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $73,089 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $363,019 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $363,019 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $19,904,688 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,134,901 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,134,901 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $943 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,937 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,937 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,978,720 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,500,857 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,500,857 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $46,523 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $33,752 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $46,523 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $33,752 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $19,932,197 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $23,467,105 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,932,197 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,467,105 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,978,720 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,500,857 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,932,197 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $598,067 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,936,841 | OtherIncreasesAmt |
| Subtotal | $23,467,105 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $23,467,105 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $2,474,629 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,830,857 | CostOrOtherBasisAmt |
| Gain Or Loss | $643,772 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $643,772 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $643,772 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,023 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,023 | SubtotalAmt |
| Tax Based On Investment Income | $14,023 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,088 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $21,088 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,065 | OverpaymentAmt |
| Applied To ES Tax | $7,065 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEW WALEGIR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125570010 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 MADISON AVENUE 25TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (15 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 |
|---|---|---|---|---|---|---|---|---|
| BOB HEDLUND | ||||||||
| 200 MADISON AVENUE 25TH FLOOR | NEW YORK | NY | 10016 | CHAIRPERSON/PRESIDENT | 3.0 | $0 | $0 | $0 |
| JEFFREY GEORGE | ||||||||
| 200 MADISON AVENUE 25TH FLOOR | NEW YORK | NY | 10016 | TREASURER | 1.0 | $0 | $0 | $0 |
| MARC DE VENOGE | ||||||||
| 200 MADISON AVENUE 25TH FLOOR | NEW YORK | NY | 10016 | ASSISTANT TREASURER | 3.0 | $0 | $0 | $0 |
| ALEXANDRA CARDON | ||||||||
| 200 MADISON AVENUE 25TH FLOOR | NEW YORK | NY | 10016 | SECRETARY | 1.0 | $0 | $0 | $0 |
| COLBERT L ANDRUS JR THRU 1120 | ||||||||
| 200 MADISON AVENUE 25TH FLOOR | NEW YORK | NY | 10016 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| ROBERT CADOUX | ||||||||
| 200 MADISON AVENUE 25TH FLOOR | NEW YORK | NY | 10016 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| SUSAN COHN THRU 920 | ||||||||
| 200 MADISON AVENUE 25TH FLOOR | NEW YORK | NY | 10016 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| JOCELYN DOWNIE | ||||||||
| 200 MADISON AVENUE 25TH FLOOR | NEW YORK | NY | 10016 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| LINDSEY GRIFFITH FROM 1120 | ||||||||
| 200 MADISON AVENUE 25TH FLOOR | NEW YORK | NY | 10016 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| DOZENE GUISHARD FROM 1120 | ||||||||
| 200 MADISON AVENUE 25TH FLOOR | NEW YORK | NY | 10016 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| IRENE GUTHEIL THRU 1120 | ||||||||
| 200 MADISON AVENUE 25TH FLOOR | NEW YORK | NY | 10016 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| EDWARD MCDERMOTT FROM 1120 | ||||||||
| 200 MADISON AVENUE 25TH FLOOR | NEW YORK | NY | 10016 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| McCAIN McMURRAY | ||||||||
| 200 MADISON AVENUE 25TH FLOOR | NEW YORK | NY | 10016 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| ANDREW SHERMAN | ||||||||
| 200 MADISON AVENUE 25TH FLOOR | NEW YORK | NY | 10016 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| ELIZABETH M SHOGREN | ||||||||
| 200 MADISON AVENUE 25TH FLOOR | NEW YORK | NY | 10016 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | AUDIT AND TAX | ServiceTypeTxt |
| Compensation | $50,695 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,016,046 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $212,619 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,228,665 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,228,665 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $303,430 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,925,235 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $996,262 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $996,262 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,023 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,023 | TotalTaxAmt |
| Distributable Before Adj | $982,239 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $982,239 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $982,239 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $408,365 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $408,365 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $408,365 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $982,239 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $161,255 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $161,255 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $408,365 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $408,365 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $161,255 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $161,255 | ExcessDistributionCyovAppCYAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $412,619 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John E Andrus Memorial Inc | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 OLD BROADWAY | AddressLine1Txt |
| City | HASTINGSONHUDSON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | general operating and capital projects. | GrantOrContributionPurposeTxt |
| Amt | $366,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $366,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $367,107 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $643,772 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,010,879 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,010,879 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $34,445 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $34,445 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 256,999 VANGUARD GLOBAL EQUITY | FMV | $9,717,132 | $9,717,132 |
| 168,630 GMO GLOBAL EQUITY | FMV | $4,819,465 | $4,819,465 |
| 362,218 VANGUARD TOTAL BOND | FMV | $4,208,970 | $4,208,970 |
| 51,607 SANDS CAPITAL GLOBAL | FMV | $2,020,524 | $2,020,524 |
| 16,797 VANGUARD TOTAL STOCK | FMV | $1,591,555 | $1,591,555 |
| 24,527 VANGUARD EMERGING MARKE | FMV | $777,255 | $777,255 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST AND DIVIDENDS | $943 | $1,849 | $1,849 |
| EXCISE TAX PAYABLE | $0 | $1,088 | $1,088 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| NYS ANNUAL FILING FEE | $750 | $750 |
| MISCELLANEOUS EXPENSES | $3,187 | $3,187 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $2,936,841 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH OVERDRAFTS | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $2,056 | Amt |
| Net Investment Income | $2,056 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX ON NET | ||||
| INVESTMENT INCOME | $2,391 | $0 | $0 | $0 |