NETTER FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NETTER FOUNDATION INC (EIN 13-6176542)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-11
- IRS object ID
- 202011329349100211
- Schema version
- 2019v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-11T08:34:43-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112950263 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOFLER & CO CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MERRICK ROAD SUITE 210E | AddressLine1Txt |
| City | ROCKVILLE CENTRE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115704881 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136176542 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NETTER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NETT | BusinessNameControlTxt |
| Phone | 9142712802 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 FOX RUN ROAD | AddressLine1Txt |
| City | CROTON ON HUDSON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105203707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALFRED NETTER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 9142712802 | PhoneNum |
| Signature | 2020-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD CEPLER | PreparerPersonNm |
| PTIN | P00039158 | PTIN |
| Phone | 5165360300 | PhoneNum |
| Preparation | 2020-04-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $5,399,116 | 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 | $77 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $77 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $159,552 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $159,552 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $64,178 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $154,988 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $64,178 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $223,807 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $223,807 | 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 |
| Accounting Fees Rev And Expnss | $4,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,320 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,080 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $53,065 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,065 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $97 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $97 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,813 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,482 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,080 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $230,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $230,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $288,663 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,482 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $233,930 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$64,856 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $169,325 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $62,921 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,082 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,082 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,669,510 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,576,107 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,703,475 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,611,101 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,662,487 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,655,559 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,343,532 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,278,676 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,399,116 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,900,456 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,900,456 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $443,076 | RetainedEarningBOYAmt |
| Retained Earning EOY | $378,220 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,343,532 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,278,676 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,343,532 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,278,676 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,343,532 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$64,856 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,278,676 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,278,676 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 140 SHS ISHARES S&P 500 GROWTH ETF | P | 2013-11-27 | 2019-06-20 | $25,255 | $13,514 | $11,741 | $11,741 |
| 245 SHS ISHARES S&P 500 GROWTH ETF | P | 2013-11-27 | 2019-11-05 | $44,973 | $23,649 | $21,324 | $21,324 |
| 160 SHS ISHARES S&P 500 GROWTH ETF | P | 2013-11-27 | 2019-11-20 | $29,855 | $15,444 | $14,411 | $14,411 |
| 280 SHS ISHARES S&P 500 VALUE ETF | P | 2013-11-27 | 2019-11-20 | $35,130 | $23,590 | $11,540 | $11,540 |
| 250 SHS VANGUARD TOTAL WORLD STK ETF | P | 2013-11-27 | 2019-12-09 | $19,775 | $14,613 | $5,162 | $5,162 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,178 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $243,650 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,112,265 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047660 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $240,350 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,054,549 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047551 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $246,963 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,696,229 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052588 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $242,086 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,893,907 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049467 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $197,040 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,911,217 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040120 | DistributionYr5Rt |
| Total Distribution | 0.237386 | TotalDistributionRt |
| Average Distribution | 0.047477 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,119,489 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $243,058 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,693 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $244,751 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $233,930 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,387 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,387 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,387 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,819 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,819 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $26 | EsPenaltyAmt |
| Tax Due | $1,594 | TaxDueAmt |
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 | Yes (1) | 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 | KOFLER CO PC | IndividualWithBooksNm |
| Phone | 5165360300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MERRICK RD | AddressLine1Txt |
| City | ROCKVILLE CENTRE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115704881 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2018 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | 0 | UndistrIncmSect4942a2NotAppInd |
| Undistr Incm Sect4942a2 App Yr1 | 2018 | UndistrIncmSect4942a2AppYr1Yr |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| RONALD NETTER | ||||||||
| 2 OLD TOWN HIGHWAY UNIT 7 | EAST HAVEN | CT | 06512 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| ALFRED NETTER | ||||||||
| 24 FOX RUN ROAD | CROTON ON HUDSON | NY | 10520 | SECRETARY | 0.00 | $0 | $0 | $0 |
| NADINE NETTER LEVY | ||||||||
| 315 SEASPRAY AVENUE | PALM BEACH | FL | 33480 | VICE PRESIDENT | 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 | $5,166,368 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,083 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,197,451 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,197,451 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,962 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,119,489 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $255,974 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $255,974 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,387 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,387 | TotalTaxAmt |
| Distributable Before Adj | $252,587 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $252,587 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $252,587 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $233,930 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $233,930 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $233,930 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $252,587 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $242,440 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $233,930 | QualifyingDistributionsAmt |
| Applied To Year1 | $233,930 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $8,510 | Taxable2Amt |
| Undistributed Income CY | $252,587 | 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 (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1898 FOUNDATION INC | ||||||||
| PO BOX 248 | PURCHASE | NY | 105770248 | NONE | NONE | CHARITY | $1,000 | |
| AFTD - THE ASSOC FOR FRONTOTEMPORAL DEGENARATION | ||||||||
| 2700 HORIZON DR STE 120 | KING OF PRUSSIA | PA | 19406 | NONE | NONE | CHARITY | $1,000 | |
| AMERICAN FOLK ART MUSEUM | ||||||||
| 2 LINCOLN SQUARE | NEW YORK | NY | 10023 | NONE | NONE | CHARITY | $1,000 | |
| BIRTHRIGHT ISRAEL | ||||||||
| 33 E 33RD STREET | NEW YORK | NY | 10016 | NONE | NONE | CHARITY | $1,000 | |
| BREAST CANCER RESEARCH FUND | ||||||||
| 60 E 66TH ST | NEW YORK | NY | 10022 | NONE | NONE | CHARITY | $500 | |
| CAMFED USA FOUNDATION | ||||||||
| 466 GEARY ST STE 400 | SAN FRANCISCO | CA | 94102 | NONE | NONE | CHARITY | $2,000 | |
| CARNEGIE HALL | ||||||||
| 881 7TH AVE | NEW YORK | NY | 10019 | NONE | NONE | CHARITY | $3,000 | |
| CHILDREN'S MUSEUM OF SC (EDVENTURE MB) | ||||||||
| 211 GERVAIS ST | COLUMBIA | SC | 29201 | NONE | NONE | CHARITY | $250 | |
| CHILDRENS CENTER OF HAMDEN | ||||||||
| 1400 WHITNEY AVE | HAMDEN | CT | 06517 | NONE | NONE | CHARITY | $5,500 | |
| COLUMBIA UNIVERSITY | ||||||||
| 615 W 131ST ST MC 8741 | NEW YORK | NY | 10027 | NONE | NONE | CHARITY | $100 | |
| COMMUNITY CENTER OF NORTHERN WESTCHESTER INC | ||||||||
| 84 BEDFORD RD | KATONAH | NY | 105362102 | NONE | NONE | CHARITY | $1,000 | |
| COMMUNITY FOUNDATION | ||||||||
| 70 AUDOBON ST | NEW HAVEN | CT | 06510 | NONE | NONE | CHARITY | $5,000 | |
| CROHN'S & COLITIS FOUNDATION | ||||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | NONE | CHARITY | $10,000 | |
| DENAN PROJECT | ||||||||
| PO BOX 543 | WOODBURY | CT | 06798 | NONE | NONE | CHARITY | $1,000 | |
| DOROT PROJECT | ||||||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | NONE | NONE | CHARITY | $500 | |
| ETV ENDOWMENT OF SOUTH CAROLINA | ||||||||
| 401 E KENNEDY ST STE B-1 | SPARTANBURG | SC | 29302 | NONE | NONE | CHARITY | $250 | |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | ||||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | NONE | NONE | CHARITY | $1,300 | |
| FCFC | ||||||||
| 227 EAST GRAND AVE | NEW HAVEN | CT | 06513 | NONE | NONE | CHARITY | $15,000 | |
| FELLOWSHIP PLACE | ||||||||
| 441 ELM STREET | NEW HAVEN | CT | 06511 | NONE | NONE | CHARITY | $4,000 | |
| FRIENDS COMMITTEE ON NATIONAL LEGISLATION | ||||||||
| 245 2ND STREET NE | WASHINGTON | DC | 20002 | NONE | NONE | CHARITY | $15,000 | |
| FRIENDS OF THE IDF | ||||||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | NONE | NONE | CHARITY | $500 | |
| GUIDANCE CENTER FOR WESTCHESTER | ||||||||
| 256 WASHINGTON ST | MOUNT VERNON | NY | 10553 | NONE | NONE | CHARITY | $5,000 | |
| HUMAN DEVELOPMENT SERVICES OF WESTCHESTER | ||||||||
| 930 MAMARONECK AVE | MAMARONECK | NY | 105431676 | NONE | NONE | CHARITY | $2,000 | |
| HYDROCEPHALUS ASSOCIATION | ||||||||
| 4340 EW HIGHWAY STE 905 | BETHESDA | MD | 20814 | NONE | NONE | CHARITY | $600 | |
| ICE THEATRE | ||||||||
| 62 CHELSEA PIER STE 308 | NEW YORK | NY | 10011 | NONE | NONE | CHARITY | $500 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 E 42ND ST FL 12 | NEW YORK | NY | 10168 | NONE | NONE | CHARITY | $2,000 | |
| JERICHO JEWISH CENTER | ||||||||
| 430 N BROADWAY | JERICHO | NY | 117532138 | NONE | NONE | CHARITY | $1,000 | |
| JEWISH COUNCIL FOR YOUTH SERVICES | ||||||||
| 150 N MICHIGAN AVE STE 640 | CHICAGO | IL | 606017524 | NONE | NONE | CHARITY | $500 | |
| JEWISH NATIONAL FUND | ||||||||
| 42 E 69TH STREET | NEW YORK | NY | 10021 | NONE | NONE | CHARITY | $500 | |
| LET'S GET READY | ||||||||
| 50 BROADWAY 25TH FL | NEW YORK | NY | 10004 | NONE | NONE | CHARITY | $200 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 1311 MAMARONECK AVE STE 310 | WHITE PLAINS | NY | 10605 | NONE | NONE | CHARITY | $2,000 | |
| LYMPHOMA RESEARCH FOUNDATION | ||||||||
| 115 BROADWAY STE 1301 | NEW YORK | NY | 10006 | NONE | NONE | CHARITY | $2,000 | |
| MOBILIZATION FOR JUSTICE INC | ||||||||
| 100 WILLIAM STREET 6TH FLR | NEW YORK | NY | 10038 | NONE | NONE | CHARITY | $500 | |
| MOVEMBER FOUNDATION | ||||||||
| PO BOX 1595 | CULVER CITY | CA | 90232 | NONE | NONE | CHARITY | $250 | |
| MUSIC HAVEN | ||||||||
| BLDG 5 2ND FLOOR | NEW HAVEN | CT | 06513 | NONE | NONE | CHARITYCHARITYCHARITY | -$2,000 | |
| NEW HAVEN FRIENDS MEETING | ||||||||
| 223 E GRAND AVE | NEW HAVEN | CT | 06513 | NONE | NONE | CHARITY | $4,000 | |
| NEW HAVEN READS | ||||||||
| 45 BRISTOL STREET | NEW HAVEN | CT | 06511 | NONE | NONE | CHARITY | $5,000 | |
| NEW YORK PUBLIC RADIO | ||||||||
| 160 VARICK ST 8TH FL | NEW YORK | NY | 10013 | NONE | NONE | CHARITY | $3,000 | |
| NY PHILHARMONIC | ||||||||
| 10 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | NONE | NONE | CHARITY | $6,000 | |
| OSBORNE ASSOCIATION INC | ||||||||
| 809 WESTCHESTER AVE | BRONX | NY | 104551704 | NONE | NONE | CHARITY | $1,000 | |
| PALM BEACH ISLAND CATS INC | ||||||||
| 1480 VIA MANANA | PALM BEACH | FL | 33480 | NONE | NONE | CHARITY | $2,500 | |
| PARKINSON'S FOUNDATION | ||||||||
| 1359 BROADWAY STE 1509 | NEW YORK | NY | 10018 | NONE | NONE | CHARITY | $500 | |
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | NONE | CHARITY | $1,000 | |
| RAMAPO FOR CHILDREN | ||||||||
| 49 WEST 38TH STREET | NEW YORK | NY | 10018 | NONE | NONE | CHARITY | $1,000 | |
| RIPPOWAM-CISQUA SCHOOL | ||||||||
| 325 W PATENT RD | MOUNT KISCO | NY | 10549 | NONE | NONE | CHARITY | $15,000 | |
| SELFHELP | ||||||||
| 520 EIGHTH AVE | NEW YORK | NY | 10018 | NONE | NONE | CHARITY | $44,000 | |
| SOLAR YOUTH INC | ||||||||
| 53 WAYFARER ST | NEW HAVEN | CT | 065151031 | NONE | NONE | CHARITY | $2,000 | |
| SOUTH CAROLINA AQUARIUM | ||||||||
| 10 WHARFSIDE STREET | CHARLESTON | SC | 29401 | NONE | NONE | CHARITY | $500 | |
| STEM CELLS SAVE LIVES | ||||||||
| 487 E MAIN ST | MOUNT KISCO | NY | 10549 | NONE | NONE | CHARITY | $5,000 | |
| TEMPLE ISRAEL OF N WESTCHESTER | ||||||||
| 31 GLENGARY ROAD | CROTON ON HUDSON | NY | 10520 | NONE | NONE | CHARITY | $4,000 | |
| THE JACKSON CHANCE FOUNDATION | ||||||||
| 230 N MICHIGAN AVE 37TH FLR | CHICAGO | IL | 60601 | NONE | NONE | CHARITY | $1,400 | |
| THE SUMMER CAMP | ||||||||
| 8 CHURCH ST | BRIDGTON | ME | 04009 | NONE | NONE | CHARITY | $500 | |
| THREE LAKES COUNCIL | ||||||||
| PO BOX 241 | SOUTH SALEM | NY | 10590 | NONE | NONE | CHARITY | $5,000 | |
| TOWN OF NORTH ELBA | ||||||||
| 2693 MAIN ST | LAKE PLACID | NY | 12946 | NONE | NONE | CHARITY | $5,000 | |
| UJA NEW YORK | ||||||||
| 701 WESTCHESTER AVE STE 203E | WHITE PLAINS | NY | 10604 | NONE | NONE | CHARITY | $1,500 | |
| UNITED CANCER RESEARCH INSTITUTE | ||||||||
| 2100 S OCEAN LN APT 2503 | FT LAUDERDALE | FL | 333163871 | NONE | NONE | CHARITY | $3,000 | |
| UNITED JEWISH COUNCIL OF THE EAST | ||||||||
| 500 A GRAND STREET | NEW YORK | NY | 10002 | NONE | NONE | CHARITY | $3,000 | |
| UNITED WAY | ||||||||
| 701 N FAIRFAX STREET | ALEXANDRIA | VA | 22314 | NONE | NONE | CHARITY | $19,000 | |
| USC SHOAH FOUNDATION | ||||||||
| PO BOX 80354 | LOS ANGELES | CA | 900999314 | NONE | NONE | CHARITY | $500 | |
| VITA NOVA INC | ||||||||
| 2724 N AUSTRALIAN AVE | WEST PALM BEACH | FL | 334074501 | NONE | NONE | CHARITY | $5,000 | |
| WEIZMANN INSTITUTE | ||||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | NONE | NONE | CHARITY | $1,000 | |
| WELLESLEY ATHLETICS | ||||||||
| KEOHANE SPORTS CENTER WELLESLEY | WELLESLEY | MA | 02481 | NONE | NONE | CHARITY | $5,000 | COLLEGE |
| WGA CADDIE SCHOLARSHIP FUND INC | ||||||||
| 49 KNOLLWOOD RD | ELMSFORD | NY | 105232821 | NONE | NONE | CHARITY | $500 | |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | NONE | NONE | CHARITY | $1,500 | |
| WOMEN'S SPORTS FOUNDATION | ||||||||
| 247 W 30TH ST 5TH FL | NEW YORK | NY | 10001 | NONE | NONE | CHARITY | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $230,850 | 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 | $77 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $159,552 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $64,178 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $223,807 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $223,807 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,400 | Amt |
| Net Investment Income | $1,320 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,080 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD SHORT TERM CORPORATE BD ETF | $721,673 | $728,055 |
| PIMCO INCOME FUND | $940,814 | $927,504 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES S&P 500 VALUE ETF | $580,651 | $896,580 |
| ISHARES S&P 500 GROWTH ETF | $443,738 | $890,163 |
| ISHARES TRUST S&P MIDCAP 400 VALUE ETF | $201,289 | $301,509 |
| ISHARES CORE MSCI EAFE ETF | $955,106 | $1,041,296 |
| VANGUARD REIT ETF | $185,838 | $283,659 |
| VANGUARD TOTAL WORLD STK INDEX | $209,485 | $290,268 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $1 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $53,065 | Amt |
| Net Investment Income | $53,065 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NYS DEPT OF LAW | CategoryTxt |
| Amt | $250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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