SARITA KENEDY EAST FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SARITA KENEDY EAST FOUNDATION INC (EIN 13-6116447)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-13
- IRS object ID
- 202143179349100109
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Contractor Compensation Expln
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-13T07:45:50-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020583514 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maryellen Mastrogiorgio CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 Mountain Avenue | AddressLine1Txt |
| City | Mount Kisco | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10549 | 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 | 136116447 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARITA KENEDY EAST FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SARI | BusinessNameControlTxt |
| Phone | 9143951830 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 MOUNTAIN AVENUE | AddressLine1Txt |
| City | MOUNT KISCO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10549 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK P GRACE | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2021-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICK P | PersonFirstNm |
| Person Last | GRACE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Maryellen Mastrogiorgio | PreparerPersonNm |
| PTIN | P00346180 | PTIN |
| Phone | 9143951830 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $22,349,530 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $609,044 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $609,044 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,044,172 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,071,109 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,044,172 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $52 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $52 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,653,268 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,653,268 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $23,569 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $11,784 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,785 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $265,517 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $258,517 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $10,801 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $13,249 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,249 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $9,956 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,978 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,978 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $160 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $508 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,714 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $4,714 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $336,766 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $292,928 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,385 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,035,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,035,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,372,266 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $292,928 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,068,885 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $281,002 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,360,340 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $191,579 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $515,871 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $515,871 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,391,166 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,902,502 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,902,502 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,044,204 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,806,947 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,806,947 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,204,988 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,098,708 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,098,708 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $37,922 | OtherAssetsBOYAmt |
| Other Assets EOY | $25,502 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $25,502 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $20,869,859 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,349,530 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,349,530 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $975,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $923,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $975,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $923,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $19,894,859 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $21,426,530 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,894,859 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,426,530 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,869,859 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,349,530 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,894,859 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $281,002 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,250,669 | OtherIncreasesAmt |
| Subtotal | $21,426,530 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $21,426,530 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| THROUGH ABDIEL CAPITAL LP | P | 2020-01-01 | 2020-12-31 | $102,663 | $102,663 | $102,663 | |
| THROUGH ABDIEL CAPITAL LP | P | 1990-01-01 | 2020-12-31 | $270,508 | $270,508 | $270,508 | |
| SHORT-TERM COVERED SALES | P | 2020-01-01 | 2020-12-31 | $4,797,699 | -$54,179 | -$54,179 | $4,851,878 |
| LONG-TERM COVERED SALES | P | 1990-01-01 | 2020-12-31 | $3,022,990 | $420,167 | $420,167 | $2,602,823 |
| SHORT-TERM NONCOVERED SALES (ATTACHED) | P | 2020-01-01 | 2020-12-31 | $1,761,311 | $2,106 | $2,106 | $1,759,205 |
| LONG-TERM NONCOVERED SALES (ATTACHED) | P | 1990-01-01 | 2020-12-31 | $773,652 | $209,991 | $209,991 | $563,661 |
| 622.39 EMERGING MKTS GROWTH FD INC FD CL M | P | 2019-12-26 | 2020-05-19 | $4,357 | -$753 | -$753 | $5,110 |
| 366.87 SMALLCAP WORLD FD INC CL F 3 | P | 2017-08-22 | 2020-06-02 | $22,056 | $2,634 | $2,634 | $19,422 |
| 560.53 EMERGING MKTS GROWTH FD INC FD CL M | P | 2019-12-26 | 2020-06-02 | $4,165 | -$437 | -$437 | $4,602 |
| 335.17 EMERGING MKTS GROWTH FD INC FD CL M | P | 2019-12-26 | 2020-06-16 | $2,547 | -$205 | -$205 | $2,752 |
| 3,617.42 EMERGING MKTS GROWTH FD INC FD CL M | P | 2019-12-26 | 2020-06-16 | $27,492 | -$2,207 | -$2,207 | $29,699 |
| 27.75 SMALLCAP WORLD FD INC CL F 3 | P | 2017-08-22 | 2020-06-16 | $1,672 | $203 | $203 | $1,469 |
| 172.6 SMALLCAP WORLD FD INC CL F 3 | P | 2017-08-22 | 2020-07-07 | $10,732 | $1,595 | $1,595 | $9,137 |
| 577.59 EMERGING MKTS GROWTH FD INC FD CL M | P | 2019-12-26 | 2020-07-07 | $4,719 | -$23 | -$23 | $4,742 |
| 1,047.62 EMERGING MKTS GROWTH FD INC FD CL M | P | 2017-12-26 | 2020-07-07 | $8,559 | -$168 | -$168 | $8,727 |
| 3,577.39 EMERGING MKTS GROWTH FD INC FD CL M | P | 2013-12-27 | 2020-07-07 | $29,227 | $1,610 | $1,610 | $27,617 |
| 250.99 EMERGING MKTS GROWTH FD INC FD CL M | P | 2009-08-07 | 2020-07-07 | $2,051 | $159 | $159 | $1,892 |
| 573.47 EMERGING MKTS GROWTH FD INC FD CL M | P | 2009-08-07 | 2020-07-24 | $4,754 | $430 | $430 | $4,324 |
| 84.76 SMALLCAP WORLD FD INC CL F 3 | P | 2017-08-22 | 2020-07-24 | $5,365 | $878 | $878 | $4,487 |
| 1,017.13 EMERGING MKTS GROWTH FD INC FD CL M | P | 2009-08-07 | 2020-08-06 | $8,727 | $1,058 | $1,058 | $7,669 |
| 228.94 SMALLCAP WORLD FD INC CL F 3 | P | 2017-08-22 | 2020-08-06 | $15,190 | $3,070 | $3,070 | $12,120 |
| 33.45 SMALLCAP WORLD FD INC CL F 3 | P | 2017-08-22 | 2020-08-24 | $2,228 | $457 | $457 | $1,771 |
| 361.1 EMERGING MKTS GROWTH FD INC FD CL M | P | 2009-08-07 | 2020-08-24 | $3,142 | $419 | $419 | $2,723 |
| 285.18 EMERGING MKTS GROWTH FD INC FD CL M | P | 2009-08-07 | 2020-09-15 | $2,475 | $325 | $325 | $2,150 |
| 678.55 EMERGING MKTS GROWTH FD INC FD CL M | P | 2009-08-07 | 2020-10-09 | $5,978 | $862 | $862 | $5,116 |
| 462.06 SMALLCAP WORLD FD INC CL F 3 | P | 2017-08-22 | 2020-10-09 | $32,816 | $8,354 | $8,354 | $24,462 |
| 60.82 SMALLCAP WORLD FD INC CL F 3 | P | 2017-08-22 | 2020-10-28 | $4,061 | $841 | $841 | $3,220 |
| 2,142.73 EMERGING MKTS GROWTH FD INC FD CL M | P | 2009-08-07 | 2020-10-28 | $18,277 | $2,121 | $2,121 | $16,156 |
| 94.77 SMALLCAP WORLD FD INC CL F 3 | P | 2017-08-22 | 2020-11-24 | $7,019 | $2,002 | $2,002 | $5,017 |
| 848.85 EMERGING MKTS GROWTH FD INC FD CL M | P | 2009-08-07 | 2020-11-24 | $8,005 | $1,605 | $1,605 | $6,400 |
| 264.95 EMERGING MKTS GROWTH FD INC FD CL M | P | 2009-08-07 | 2020-12-07 | $2,557 | $559 | $559 | $1,998 |
| 104.92 SMALLCAP WORLD FD INC CL F 3 | P | 2017-08-22 | 2020-12-07 | $8,083 | $2,529 | $2,529 | $5,554 |
| 304.44 SMALLCAP WORLD FD INC CL F 3 | P | 2017-08-22 | 2020-12-17 | $24,224 | $8,107 | $8,107 | $16,117 |
| 1,978.41 EMERGING MKTS GROWTH FD INC FD CL M | P | 2009-08-07 | 2020-12-17 | $19,626 | $4,709 | $4,709 | $14,917 |
| Capital Gain Dividends | $52,182 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,044,172 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $46,965 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,909 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18,909 | SubtotalAmt |
| Tax Based On Investment Income | $18,909 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,665 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $31,665 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $28 | EsPenaltyAmt |
| Overpayment | $12,728 | OverpaymentAmt |
| Applied To ES Tax | $12,728 | 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 | PATRICK P GRACE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9143951830 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 EAST 77TH STREET 4C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PATRICK P GRACE | ||||||
| 71 EAST 77TH STREET 4C | NEW YORK | NY | 10075 | PRES, DIR | 1.00 | $0 |
| THERESA GRACE SEARS | ||||||
| 7 PLANDOME ROAD | MANHASSET | NY | 11030 | VP, SECY, DIR | 1.00 | $0 |
| NOREEN DOYLE | ||||||
| C/O P GRACE 71 EAST 77TH ST | NEW YORK | NY | 10075 | VP, TREAS, DIR | 1.00 | $0 |
| PATRICIA MONTGOMERIE | ||||||
| C/O P GRACE 71 EAST 77TH ST | NEW YORK | NY | 10075 | DIR | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VINCENT L POMERANZ | |||||
| 240 EAST 86TH STREET | NEW YORK | NY | 10028 | CONSULTING | $58,500 |
| CAPITAL GROUP | |||||
| 399 PARK AVENUE | NEW YORK | NY | 10022 | INVESTMENT ADVISORY | $168,337 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,129,112 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $416,117 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $31,427 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,576,656 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $20,576,656 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $308,650 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,268,006 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,013,400 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,013,400 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,909 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,909 | TotalTaxAmt |
| Distributable Before Adj | $994,491 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $994,491 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $994,491 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,068,885 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,068,885 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,068,885 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $994,491 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $217,579 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,068,885 | QualifyingDistributionsAmt |
| Applied To Year1 | $217,579 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $851,306 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $143,185 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMAZON PROMISE | ||||||
| PO BOX 1304 | NEWBURYPORT | MA | 01950 | PUBLIC | GENERAL OPERATING | $30,000 |
| HOLY CROSS FAMILY MINSTRIES | ||||||
| 518 WASHINGTON STREET | NORTH EASTON | MA | 02356 | PUBLIC | GENERAL OPERATING | $75,000 |
| HOUR CHILDREN | ||||||
| 36-11 12TH STREET | LONG ISLAND CITY | NY | 11106 | PUBLIC | GENERAL OPERATING | $25,000 |
| ST JUDE MEDIA MINISTRIES | ||||||
| PO BOX 544 | CARY | NC | 27512 | PUBLIC | GENERAL OPERATING | $20,000 |
| GOOD COUNSEL INC | ||||||
| 600 MEADOWLANDS PARKWAY | SECAUCUS | NJ | 07094 | PUBLIC | GENERAL OPERATING | $10,000 |
| ST JOSEPH'S ABBEY | ||||||
| 167 NORTH SPENCER ROAD | SPENCER | MA | 01562 | PUBLIC | GENERAL OPERATING | $75,000 |
| DAMIEN HOUSE INC | ||||||
| 4407 NORTH ELSTON AVENUE | CHICAGO | IL | 60630 | PUBLIC | GENERAL OPERATING | $20,000 |
| CONTEMPLATIVE OUTREACH LTD | ||||||
| 1560 UNION VALLEY ROAD | WEST MILFORD | NJ | 07480 | PUBLIC | GENERAL OPERATING | $5,000 |
| MIDDLE EAST CHILDREN'S INSTITUTE | ||||||
| 63 FOREST AVENUE SUITE 5B | LOCUST VALLEY | NY | 11560 | PUBLIC | GENERAL OPERATING | $20,000 |
| POR CRISTO | ||||||
| 77 WARREN STREET | BRIGHTON | MA | 02135 | PUBLIC | GENERAL OPERATING | $20,000 |
| USA NORTHEAST PROVINCE SOCIETY OF J | ||||||
| 39 EAST 83RD STREET | NEW YORK | NY | 10028 | PUBLIC | GENERAL OPERATING | $63,000 |
| MIND BUILDERS CREATIVE ARTS CENTER | ||||||
| 3415 OLINVILLE AVENUE | BRONX | NY | 10467 | PUBLIC | GENERAL OPERATING | $20,000 |
| NOTRE DAME SCHOOL OF MANHATTAN | ||||||
| 327 WEST 13TH STREET | NEW YORK | NY | 10014 | PUBLIC | GENERAL OPERATING | $50,000 |
| TUESDAY'S CHILDREN | ||||||
| 390 PLANDOME ROAD SUITE 215 | MANHASSET | NY | 11030 | PUBLIC | GENERAL OPERATING | $50,000 |
| AFRICAN CHILDREN'S HAVEN | ||||||
| 4012 PIRATES ALLEY | GALVESTON | TX | 77554 | PUBLIC | GENERAL OPERATING | $15,000 |
| BETTER HEALTHCARE FOR AFRICA | ||||||
| PO BOX 361132 | COLUMBUS | OH | 43236 | PUBLIC | GENERAL OPERATING | $50,000 |
| L'ARCHE LONG ISLAND | ||||||
| PO BOX 354 | RIVERHEAD | NY | 11901 | PUBLIC | GENERAL OPERATING | $10,000 |
| SUMMER SEARCH BOSTON | ||||||
| 3840 WASHINGTON STREET | JAMAICA PLAIN | MA | 02130 | PUBLIC | GENERAL OPERATING | $25,000 |
| CENTER FOR DEVELOPMENTAL DISABILITI | ||||||
| 72 SOUTH WOODS ROAD | WOODBURY | NY | 11797 | PUBLIC | GENERAL OPERATING | $20,000 |
| DOMINICAN ACADEMY | ||||||
| 44 EAST 68TH STREET | NEW YORK | NY | 10065 | PUBLIC | GENERAL OPERATING | $20,000 |
| SHALOM CENTRE OF AFRICA | ||||||
| 117 WEST 28TH STREET | NEW YORK | NY | 10001 | PUBLIC | GENERAL OPERATING | $50,000 |
| LENITY PROJECT INC | ||||||
| 11824 THOMAS AVENUE | GREAT FALLS | VA | 22066 | PUBLIC | GENERAL OPERATING | $20,000 |
| GOOD SHEPERD SERVICES | ||||||
| 305 SEVENTH AVENUE | NEW YORK | NY | 10001 | PUBLIC | GENERAL OPERATING | $10,000 |
| CORMARIA | ||||||
| PO BOX 1993 | SAG HARBOR | NY | 11963 | PUBLIC | GENERAL OPERATING | $10,000 |
| VILLAGE HEALTH WORKS | ||||||
| 45 WEST 36TH STREET 8TH FL | NEW YORK | NY | 10018 | PUBLIC | GENERAL OPERATING | $50,000 |
| GRACE INSTITUTE | ||||||
| 40 RECTOR STREET 14TH FL | NEW YORK | NY | 10006 | PUBLIC | GENERAL OPERATING | $50,000 |
| TANNENBAUM CENTER | ||||||
| 55 BROAD STREET | NEW YORK | NY | 10004 | PUBLIC | GENERAL OPERATING | $30,000 |
| FLAX TRUST AMERICA | ||||||
| 320 PARK AVENUE 4TH FL | NEW YORK | NY | 10022 | PUBLIC | GENERAL OPERATING | $10,000 |
| PATIENT AIRLIFT SERVICES | ||||||
| 7110 REPUBLIC AIRPORT SUITE 202 | FARMINGDALE | NY | 11735 | PUBLIC | GENERAL OPERATING | $15,000 |
| CATHOLIC CHARITIES | ||||||
| 1011 FIRST AVENUE 11TH FL | NEW YORK | NY | 10022 | PUBLIC | GENERAL OPERATING | $10,000 |
| MISSIONARY OBLATE PARTNERSHIP | ||||||
| 1857 PIERCE STREET | DANIEL ISLAND | SC | 29492 | PUBLIC | GENERAL OPERATING | $25,000 |
| SSVM MISSIONS | ||||||
| 533 WEST TIOGA STREET | PHILADELPHIA | PA | 19140 | PUBLIC | GENERAL OPERATING | $100,000 |
| PREGNANCY HELP INC | ||||||
| 229 WEST 14TH STREET | NEW YORK | NY | 10011 | PUBLIC | GENERAL OPERATING | $10,000 |
| HOPE FOR DESPERATE HEARTS | ||||||
| PO BOX 8043 | LONG ISLAND CITY | NY | 11101 | PUBLIC | GENERAL OPERATING | $12,500 |
| PRAY MOVIE - FAMILY ROSARY | ||||||
| CONGR HOLY CROSS PO BOX 1064 | NOTRE DAME | IN | 46556 | PUBLIC | GENERAL OPERATING | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,035,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BETTER HEALTHCARE FOR AFRICA-ST ALB | ||||||
| PO BOX 361132 | COLUMBUS | OH | 43236 | PC | GENERAL OPERATING | $29,000 |
| BETTER HEALTHCARE FOR AFRICA - KARA | ||||||
| PO BOX 361132 | COLUMBUS | OH | 43236 | PC | GENERAL OPERATING | $21,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $50,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $609,044 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,044,172 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,653,268 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,653,268 | 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 | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA MARIA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | PRIVATE FDN | OrganizationTypeDesc |
| Relationship Description | COMMON BOARD MEMBERSHIP | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION, ACCOUNTING & AUDIT FEES | CategoryTxt |
| Amt | $8,800 | Amt |
| Net Investment Income | $4,400 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,400 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | VINCENT L POMERANZ | ContractorPersonNm |
| Explanation | INVESTMENT ADVISORY FEES | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JP MORGAN ACCT-FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $4,806,947 | EOYBookValueAmt |
| EOYFMV | $4,806,947 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CAPITAL GUARDIAN EMERGING MKTS FUND | $836,439 | $836,439 |
| JP MORGAN ACCT-PUBLICLY TRADED EQUITIES | $9,398,912 | $9,398,912 |
| CAPITAL GUARDIAN SMALL CAP WORLD FUND | $667,151 | $667,151 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ABDIEL CAPITAL LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,407,325 | BookValueAmt |
| EOYFMV | $1,407,325 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PRYOR CASHMAN | CategoryTxt |
| Legal Fees | $23,569 | LegalFeesAmt |
| Net Investment Income | $11,784 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,785 | DisbursementsCharitablePrpsAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
Note Payable NotePayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $950,000 | LoanOriginalAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| BOY Book Value | $37,922 | BOYBookValueAmt |
| EOY Book Value | $25,502 | EOYBookValueAmt |
| EOYFMV | $25,502 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| DIRECTORS' INSURANCE | $2,692 | $2,692 |
| NYS DEPT LAW FILING FEES | $750 | $750 |
| OFFICE EXPENSES, SUPPLIES | $1,272 | $1,272 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $52 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $52 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LINE OF CREDIT FROM JP MORGAN BANK | Desc |
| BOY Book Value | $975,000 | BOYBookValueAmt |
| EOY Book Value | $923,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADMINISTRATIVE FEES | $7,000 | $0 | $0 | $7,000 |
| CONSULTING FEES | $58,500 | $58,500 | $0 | $0 |
| INVESTMENT ACCOUNT ADVISORY FEES | $168,337 | $168,337 | $0 | $0 |
| INVESTMENT ACCOUNT CUSTODY FEES | $13,553 | $13,553 | $0 | $0 |
| MISCELLANEOUS INVESTMENT EXPENSE | $566 | $566 | $0 | $0 |
| OTHER INVEST EXP: PASS-THROUGH K-1 | $17,561 | $17,561 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID - CG EMERGING MKTS FUND | $275 | $275 |
| FOREIGN TAX PAID - CG SMALL CAP WORLD FU | $199 | $199 |
| FOREIGN TAX PAID - JPM ACCOUNT | $12,775 | $12,775 |
Comments