THOMAS AND AGNES CARVEL FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS AND AGNES CARVEL FOUNDATION (EIN 13-2879673)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-03-20
- IRS object ID
- 202040809349100304
- Schema version
- 2018v3.1
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-20T14:12:11-05:00 | ReturnTs |
| Tax Period End | 2019-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061667465 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRAGER METIS CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WESTCHESTER AVE SUITE N-400 | AddressLine1Txt |
| City | RYE BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10573 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132879673 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE THOMAS AND AGNES CARVEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 9147937300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 EAST GRASSY SPRAIN ROAD | AddressLine1Txt |
| City | YONKERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10710 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER SMITH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9147937300 | PhoneNum |
| Signature | 2020-03-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY PENNELLA | PreparerPersonNm |
| PTIN | P00834560 | PTIN |
| Phone | 9146944600 | PhoneNum |
| Preparation | 2020-03-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $49,582,065 | 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 |
| Interest On Sav Rev And Expnss | $157 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $157 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,048,005 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,048,005 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,130,468 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,060,471 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,130,468 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,241 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,241 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,179,871 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,179,871 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $125,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $75,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $50,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $138,619 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $83,171 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $55,448 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,762 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,857 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,905 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $74,398 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $74,398 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,120 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,780 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $11,087 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,683 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,404 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $227 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $136 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $56,602 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $28,301 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $28,301 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,765 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,659 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,106 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $288,533 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $265,143 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,390 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $735,893 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $563,468 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $172,334 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,559,640 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,559,640 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,295,533 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $563,468 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,731,974 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,115,662 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,616,403 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $104,469 | CashBOYAmt |
| Cash EOY | $110,387 | CashEOYAmt |
| Cash EOYFMV | $110,387 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $48,847 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,929 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,929 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $22,838 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $23,536 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $23,536 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $47,317,143 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $49,299,731 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $49,299,731 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $13,261 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,220 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $2,041 | LandEOYAmt |
| Land EOYFMV | $2,041 | LandEOYFMVAmt |
| Other Assets BOY | $93,371 | OtherAssetsBOYAmt |
| Other Assets EOY | $97,441 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $97,441 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $47,586,668 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,582,065 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,582,065 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $35,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $35,000 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $21,713 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,452 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $56,713 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $45,452 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $47,529,955 | UnrestrictedBOYAmt |
| Unrestricted EOY | $49,536,613 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,529,955 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,536,613 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,586,668 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,582,065 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,529,955 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,115,662 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,625,576 | OtherIncreasesAmt |
| Subtotal | $50,039,869 | SubtotalAmt |
| Other Decreases | $503,256 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,536,613 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES-BONY MONINEE | P | $9,897,060 | $9,537,466 | $359,594 | $359,594 |
| PUBLICLY TRADED SECURITIES-GOLDMAN SACHS MONINEE | P | $3,519,999 | $3,392,537 | $127,462 | $127,462 |
| CAPITAL GAINS DIVIDENDS | P | $643,412 | $643,412 | $643,412 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,130,468 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,652,379 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $47,832,013 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055452 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,538,424 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $44,769,905 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056699 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,297,727 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $43,467,398 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052861 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,532,779 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $39,445,835 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064209 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,179,936 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $38,510,910 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056606 | DistributionYr5Rt |
| Total Distribution | 0.285827 | TotalDistributionRt |
| Average Distribution | 0.057165 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $47,227,590 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,699,765 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,164 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,715,929 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,731,974 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $16,164 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,164 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,164 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,116 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,116 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $43 | EsPenaltyAmt |
| Tax Due | $2,091 | 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 | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 9147937300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 E GRASSY SPRAIN RD | AddressLine1Txt |
| City | YONKERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 107100000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| PETER SMITH | ||||||||
| 35 E GRASSY SPRAIN RD | YONKERS | NY | 10710 | PRESIDENT | 25.00 | $0 | $0 | $0 |
| SALVADOR MOLELLA | ||||||||
| 37035 EXUMA BAY | BOYNTON BEACH | FL | 33436 | VICE PRESIDENT | 3.00 | $0 | $0 | $0 |
| JOAN MAGOOLAGHAN | ||||||||
| 221 DEVOE AVENUE | YONKERS | NY | 10705 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARIE HOLCOMBE | ||||||||
| 19 HEWITT AVENUE | BRONXVILLE | NY | 10708 | TREASURER | 1.00 | $0 | $0 | $0 |
| BETTY GODLEY | ||||||||
| 4440E LADY BANKS LANE | MURRELLS INLET | SC | 29576 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICOLA LEE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 RIVERSIDE DRIVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL | ServiceTypeTxt |
| Compensation | $68,660 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $47,790,476 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $156,316 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,946,792 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $47,946,792 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $719,202 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,227,590 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,361,380 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,361,380 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,164 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,164 | TotalTaxAmt |
| Distributable Before Adj | $2,345,216 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,345,216 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,345,216 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,731,974 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,731,974 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $16,164 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,715,810 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,345,216 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $290,354 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $644,225 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $137,855 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $332,609 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $289,012 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,694,055 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,731,974 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,345,216 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $386,758 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,080,813 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $290,354 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,790,459 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $644,225 | ExcessFromYear4Amt |
| Excess From Year3 | $137,855 | ExcessFromYear3Amt |
| Excess From Year2 | $332,609 | ExcessFromYear2Amt |
| Excess From Year1 | $289,012 | ExcessFromYear1Amt |
| Excess From Current Year | $386,758 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PETER SMITH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 E GRASSY SPRAIN RD | AddressLine1Txt |
| City | YONKERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9147937300 | RecipientPhoneNum |
| Form And Info And Materials | BY LETTER SUPPORTED BY BUDGET FOR EXPENDITURE OF REQUESTED GRANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (160 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABBOTT HOUSE | |||||||
| 100 NORTH BROADWAY | IRVINGTONONHUDSON | NY | 10533 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| ADIRONDACK HEALTH | |||||||
| 2233 STATE HWY 86 | SARANAC LAKE | NY | 12983 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| AFYA FOUNDATION | |||||||
| 140 SAW MILL RIVER RD | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| AISLING IRISH COMMUNITY CENTER | |||||||
| 990 MCLEAN AVE | YONKERS | NY | 10704 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $30,000 |
| ALZHEIMER'S FOUNDATION OF AMERICA | |||||||
| 322 EIGHTH AVE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| ANDRUS CHILDREN'S CENTER | |||||||
| 1156 NORTH BROADWAY | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| ARCHCARE AT HOME | |||||||
| 299 NORTH HIGHLAND AVE | OSSINING | NY | 10562 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $40,000 |
| ART BEYOND SIGHT | |||||||
| 589 BROADWAY | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| ARTSWESTCHESTER | |||||||
| 31 MAMARONECK AVENUE | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| ASSOCIATION FOR CHILDREN WITH DOWNS SYNDROME (ACDS) | |||||||
| 963 SCARSDALE RD | SCARSDALE | NY | 10583 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| BLUE PATH SERVICE DOGS | |||||||
| 8 COUNTRY CLUB ROAD | HOPEWELL JUNCTION | NY | 12533 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| BLYTHEDALE CHILDREN'S HOSPITAL | |||||||
| BLYTHEDALE CHILDRENS HOSPITAL | VALHALLA | NY | 10595 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $50,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| BOY SCOUTS WESTCHESTER PUTNAM | |||||||
| 41 SAW MILL RIVER RD | HAWTHORNE | NY | 10532 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| BOYS & GIRLS CLUB OF MT VERNON | |||||||
| 350 S SIXTH AVE | MT VERNON | NY | 10550 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| BUILD NEW YORK | |||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| CABRINI IMMIGRANT SERVICES | |||||||
| 121 MAIN STREET | DOBBS FERRY | NY | 10522 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| CALVARY FUND INC OF CALVARY HOSPITAL | |||||||
| 1740 EASTCHESTER ROAD | BRONX | NY | 10461 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| CANCER SUPPORT TEAM | |||||||
| 2900 WESTCHESTER AVE | PURCHASE | NY | 10577 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| CARDINAL HAYES HIGH SCHOOL | |||||||
| 650 GRAND CONCOURSE | BRONX | NY | 10451 | SEE STATEMENT 15 | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| CARDINAL MCCLOSKEY SERVICES | |||||||
| 116 STEVENS AVENUE | VALHALLA | NY | 10595 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $50,000 |
| CAREERS SUPPORT SOLUTIONS | |||||||
| 102 GLENEIDA AVE | CARMEL | NY | 10512 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| CATHOLIC BIG SISTERS BIG BROTHERS | |||||||
| 137 E SECOND STREET | NEW YORK | NY | 10009 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| CATHOLIC CHARITIES COMMUNITY SERVICES | |||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| CENTER FOR CAREER FREEDOM | |||||||
| ONE EAST POST ROAD | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| CEREBRAL PALSY OF WESTCHESTER | |||||||
| 1186 KING STREET | RYE BROOK | NY | 10573 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $16,000 |
| CHALLENGED ATHLETES FOUNDATION | |||||||
| 18 CLUB BLVD | W ORANGE | NJ | 07052 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $30,000 |
| CLUSTER | |||||||
| 28 WELLS AVE | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| COMMUNITY BASED SERVICES | |||||||
| 3 FIELDS LANE | NORTH SALEM | NY | 10560 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $30,000 |
| COMMUNITY CENTER OF NO WESTCHESTER | |||||||
| 84 BEDFORD RD | KATONAH | NY | 10536 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| CORPUS CHRISTI-HOLY ROSARY SCHOOL | |||||||
| 135 SOUTH REGENT STREET | PORT CHESTER | NY | 10573 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| DELIVERING GOOD | |||||||
| 266 WEST 37TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| DOMINICAN COLLEGE | |||||||
| 470 WESTERN HIGHWAY | ORANGEBURG | NY | 10962 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| ELIZABETH MASCIA CHILD CARE CENTER | |||||||
| 171 SHELDON AVENUE | TARRYTOWN | NY | 10591 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| ENRICO FERMI SCHOLARSHIP FUND | |||||||
| 13 ANN MARIE PLACE | YONKERS | NY | 10703 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| FAMILY SERVICES OF WESTCHESTER | |||||||
| 2975 WESTCHESTER AVENUE | PURCHASE | NY | 10577 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| FAMILY SERVICES OF YONKERS | |||||||
| 30 SOUTH BROADWAY | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| FEEDING WESTCHESTER | |||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| FERNCLIFF MANOR | |||||||
| 1174 SAW MILL RIVER ROAD | YONKERS | NY | 10710 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $13,000 |
| FRAUNCES TAVERN MUSEUM | |||||||
| 54 PEARL ST | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| FRAXA FOUNDATION | |||||||
| 24 CUNNINGHAM DRIVE | LAGRANGEVILLE | NY | 12540 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $50,000 |
| FREEDOM HOUSE FOUNDATION | |||||||
| 2004 ROUTE 31 | CLINTON | NJ | 08809 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| FREEHOLD BOROUGH EDUCATIONAL FUND | |||||||
| 6 HANCE BLVD | FREEHOLD | NJ | 07728 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,000 |
| FRIENDS OF KAREN | |||||||
| 118 TITICUS RD | NORTH SALEM | NY | 10560 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| FROST VALLEY YMCA | |||||||
| 2000 FROST VALLEY RD | CLARYVILLE | NY | 12725 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| FULLER CENTER FOR HOUSING | |||||||
| 659 MAIN STREET | NEW ROCHELLE | NY | 10801 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| FURNITURE SHAREHOUSE | |||||||
| PO BOX 702 | LARCHMONT | NY | 10538 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| GALLOP NYC | |||||||
| 88-03 70TH ROAD | FOREST HILLS | NY | 11375 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| GILDA'S CLUB OF WESTCHESTER | |||||||
| 80 MAPLE AVE | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| GIRL SCOUTS HEART OF THE HUDSON INC | |||||||
| 2 GREAT OAK LANE | PLEASANTVILLE | NY | 10570 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| GRACE ACADEMY | |||||||
| 277 MAIN STREET | HARTFORD | CT | 06106 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $6,140 |
| GREEN CHIMNEYS | |||||||
| 400 DOANSBURGH RD | BREWSTER | NY | 10509 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| GREENBURGH NATURE CENTER | |||||||
| 99 DROMORE ROAD | SCARSDALE | NY | 10583 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| GREYSTON SOCIAL ENTERPRISE | |||||||
| 21 PARK AVENUE | YONKERS | NY | 10703 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| GROUNDWORK HUDSON VALLEY | |||||||
| 22 MAIN STREET | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| GUIDANCE CENTER OF WESTCHESTER | |||||||
| 256 WASHINGTON AVE | MT VERNON | NY | 10553 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| GUIDING EYES FOR THE BLIND | |||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| GULLOTTA HOUSE | |||||||
| 72 NORTH STATE RD | BRIARCLIFF MANOR | NY | 10510 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $4,000 |
| HAZLET SCHOOL DISTRICT | |||||||
| 37 CRESCI BLVD | HAZLET | NJ | 07730 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| HEARING AND COMMUNICATION CENTER | |||||||
| 50 BROADWAY | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| HEARING HEALTH FOUNDATION | |||||||
| 363 SEVENTH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| HISTORIC HUDSON VALLEY | |||||||
| 639 BEDFORD RD | TARRYTOWN | NY | 10591 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| HOSPICE AND PALLIATIVE CARE OF WESTCHESTER | |||||||
| 1025 WESTCHESTER AVE | WHITE PLAINS | NY | 10604 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| HUDSON RIVER MUSEUM OF WESTCHESTER | |||||||
| 511 WARBURTON AVENUE | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $50,000 |
| HUDSON VALLEY SHAKESPEARE FESTIVAL | |||||||
| 143 MAIN STREET | COLD SPRINGS | NY | 10516 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| INNER CITY SCHOLARSHIP FUND | |||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| JACK STEWART WILDLIFE FUND | |||||||
| 330 OVERLOOK DRIVE | CARMEL | NY | 10512 | SEE STATEMENT 15 | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| JEWISH CHILD CARE ASSOCIATION | |||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| JEWISH COUNCIL OF YONKERS | |||||||
| 30 SOUTH BROADWAY | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $7,500 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 1480 US 9 N SUITE 306 | WOODBRIDGE | NJ | 07095 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| KATONAH MUSEUM OF ART | |||||||
| 134 JAY STREET | KATONAH | NY | 10536 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| LEARNING ALLY | |||||||
| 20 ROSZEL ROAD | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE | RYE BROOK | NY | 10573 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| LIFTING UP WESTCHESTER | |||||||
| 35 ORCHARD STREET | WHITE PLAINS | NY | 10603 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| LIVING HISTORY EDUCATION FOUNDATION | |||||||
| 11 LAKE DRIVE | BUCHANAN | NY | 10511 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| LOWER EAST SIDE GIRLS CLUB | |||||||
| 101 AVENUE D | NEW YORK | NY | 10009 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $50,000 |
| MAC ANGELS | |||||||
| 55 SOUTH MAIN STREET | PORT CHESTER | NY | 10583 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| MANHATTANVILLE COLLEGE | |||||||
| 2900 PURCHASE ST | PURCHASE | NY | 10577 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| MARIAN WOODS | |||||||
| 152 RIDGE RD | HARTSDALE | NY | 10530 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| MERCY CARE OF THE ADIRONDACKS | |||||||
| 185 OLD MILITARY ROAD | LAKE PLACID | NY | 12946 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| MERCY CENTER | |||||||
| 377 EAST 145TH STREET | BRONX | NY | 10454 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| MERCY COLLEGE | |||||||
| 555 BROADWAY | DOBBS FERRY | NY | 10522 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| MIDNIGHT RUN | |||||||
| 97 MAIN STREET | DOBBS FERRY | NY | 10522 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| MILL NECK FAMILY OF ORGANIZATIONS | |||||||
| 40 FROST MILL RD | MILL NECK | NY | 11765 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| MONTFORT ACADEMY | |||||||
| 125 BIRCH STREET | MT VERNON | NY | 10552 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| MOUNT KISCO CHILD CARE CENTER | |||||||
| 95 RADIO CIRCLE | MT KISCO | NY | 10549 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| MOUNT SAINT MARY COLLEGE | |||||||
| 330 POWELL AVENUE | NEWBURGH | NY | 12550 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| MUSIC CONSERVATORY OF WESTCHESTER | |||||||
| 216 CENTRAL AVE | WHITE PLAINS | NY | 10606 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| MY SISTER'S PLACE | |||||||
| 3 BARKER AVENUE | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $30,000 |
| NATIONAL COUNCIL OF JEWISH WOMEN | |||||||
| 70 S ORANGE AVENUE | LIVINGSTON | NJ | 07039 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| NEIGHBORHOOD HOUSE | |||||||
| 43 WILDEY STREET | TARRYTOWN | NY | 10591 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $12,000 |
| NEW YORK CREATIVE ARTS THERAPY | |||||||
| 221 DEVOE AVENUE | YONKERS | NY | 10705 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| NEW YORK MILK BANK | |||||||
| 401 COLUMBUS AVE | VALHALLA | NY | 10595 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| NORTHERN DUTCHESS SYMPHONY ORCHESTRA | |||||||
| PO BOX 253 | RHINEBECK | NY | 12572 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| NORTHERN WESTCHESTER HOSPITAL | |||||||
| 400 EAST MAIN STREET | MT KISCO | NY | 10549 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| NY CITY CENTER | |||||||
| 130 WEST 56TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| NY FOUNDLING HOSPITAL | |||||||
| 590 AVENUE OF THE AMERICAS | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| OPEN DOOR | |||||||
| 2 CHURCH STREET | OSSINING | NY | 10562 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $35,000 |
| OUR LADY OF MERCY ACADEMY | |||||||
| 816 CONVENT ROAD | SYOSSET | NY | 11716 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| PACE WOMEN'S JUSTICE CENTER | |||||||
| 78 NORTH BROADWAY | WHITE PLAINS | NY | 10603 | SEE STATEMENT 15 | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| PAPER MILL PLAYHOUSE | |||||||
| BROOKSIDE DRIVE | MILLBURN | NJ | 07041 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| PARTNERSHIP FOR INNER-CITY EDUCATION | |||||||
| 1011 FIRST AVENUE/SUITE 1800 | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| PEDIATRIC CANCER FOUNDATION | |||||||
| PO BOX 785 | MAMARONECK | NY | 10543 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| PEGASUS THERPEUTIC RIDING | |||||||
| 310 PEACH LAKE ROAD | BREWSTER | NY | 10509 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| PINELANDS PRESERVATION ALLIANCE | |||||||
| 17 PEMBERTON ROAD | SOUTHAMPTON | NY | 08088 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| PREGNANCY CARE CENTER | |||||||
| PO BOX 28 | NEW ROCHELLE | NY | 10801 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| PROVIDENCE REST FOUNDATION | |||||||
| 3304 WATERBURY AVENUE | BRONX | NY | 10465 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| RAMAPO FOR CHILDREN | |||||||
| PO BOX 266 | RHINEBECK | NY | 12572 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| RESOURCE CENTER FOR COMMUNITY DEVELOPMENT | |||||||
| 884 EAST 163RD STREET | BRONX | NY | 10459 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $8,000 |
| RISING GROUND | |||||||
| 463 HAWTHORNE AVE | YONKERS | NY | 10705 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| SAN MIGUEL ACADEMY | |||||||
| PO BOX 284 | CHAPPAQUA | NY | 10514 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| SARAH LAWRENCE COLLEGE | |||||||
| 35 ALEXANDER STREET | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| SCHOOL FOR CHILDREN WITH HIDDEN INTELLIGENCE | |||||||
| 1001 AVENUE OF THE AMERICAS | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| SHOES THAT FIT | |||||||
| 1420 N CLAREMONT BLVD | CLAREMONT | CA | 91711 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $7,500 |
| SISTER OF ST DOMINIC | |||||||
| 496 WESTERN HIGHWAY | BLAUVELT | NY | 10913 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| SISTER TO SISTER INTERNATIONAL INC | |||||||
| PO BOX 351 | YONKERS | NY | 10703 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| SISTERS OF CHARITY | |||||||
| 6301 RIVERDALE AVE | BRONX | NY | 10471 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| SOAR | |||||||
| 3025 4TH STREET NE | WASHINGTON | DC | 20018 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| SONGCATCHERS INC | |||||||
| 2005 PALMER AVE | LARCHMONT | NY | 10538 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $7,500 |
| SOUND START BABIES | |||||||
| PO BOX 155 | MOUNTAIN LAKES | NJ | 07046 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $11,000 |
| SOUTHAMPTON FRESH AIR HOME | |||||||
| 36 BARKERS ISLAND RD | SOUTHAMPTON | NY | 11968 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| SPARC | |||||||
| 40 TRIANGLE CENTER | YORKTOWN | NY | 10598 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| ST FRANCIS YOUTH CENTER | |||||||
| 421 E 155TH STREET | BRONX | NY | 10455 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| ST IGNATIUS SCHOOL | |||||||
| 740 MANITA STREET | BRONX | NY | 10474 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| ST BENEDICTS PREP SCHOOL | |||||||
| 520 DR MARTIN LUTHER KING JR BLVD | NEWARK | NJ | 07102 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| ST CHRISTOPHER'S INN | |||||||
| 21 FRANCISCAN WAY/PO BOX 150 | GARRISON | NY | 10524 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| ST DOMINIC'S HOME | |||||||
| 500 WESTERN HIGHWAY | BLAUVELT | NY | 10913 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $30,000 |
| ST JOSEPH'S CHURCH | |||||||
| BOX 439 15 NORTH AVENUE | MILLBROOK | NY | 12545 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $50,000 |
| ST MARTIN DE PORRES ACADEMY | |||||||
| 208 COLUMBUS AVENUE | NEW HAVEN | CT | 06519 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| ST PETERS CHILD CARE CENTER | |||||||
| 204 HAWTHORNE AVENUE | YONKERS | NY | 10705 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| ST PETERS UNIVERSITY | |||||||
| 2641 KENNEDY BLVD | JERSEY CITY | NJ | 07306 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| STATE THEATRE | |||||||
| 15 LIVINGSTON AVENUE | NEW BRUNSWICK | NJ | 08901 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| STEFFI NOSSEN DANCE FOUNDATION | |||||||
| 216 CENTRAL AVE | WHITE PLAINS | NY | 10606 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| STUTTERING ASSOCIATION FOR THE YOUNG | |||||||
| 247 WEST 37TH STREET 5TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| SUPPORT CONNECTION | |||||||
| 40 TRIANGLE CENTER | YORKTOWN HEIGHTS | NY | 10598 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| SYMPHONY OF WESTCHESTER | |||||||
| PO BOX 207 | NEW ROCHELLE | NY | 10804 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| TEATOWN LAKE RESERVATION | |||||||
| 1600 SPRING VALLEY ROAD | OSSINING | NY | 10562 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| THE CLEARVIEW SCHOOL | |||||||
| 480 ALBANY POST RD | BRIARCLIFF MANOR | NY | 10510 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| THE EXTENDED FAMILY | |||||||
| PO BOX 327 | PURDYS | NY | 10578 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| THE JEWISH BOARD | |||||||
| 135 WEST 50TH ST | NEW YORK | NY | 10020 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| THE SEEING EYE | |||||||
| PO BOX 375 | MORRISTOWN | NJ | 07963 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| TRINITAS EMERGENCY DEPARTMENT | |||||||
| PO BOX 259 | ELIZABETH | NJ | 07207 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| UNITED SPINAL ASSOCIATION | |||||||
| 120-34 QUEENS BLVD 320 | KEW GARDENS | NY | 11415 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| UNTERMYER GARDENS CONSERVANCY | |||||||
| 945 N BROADWAY | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| VILLAGE OF ARDSLEY | |||||||
| 507 ASHFORD AVENUE | ARDSLEY | NY | 10502 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| VOLUNTEER NEW YORK | |||||||
| 220 WHITE PLAINS RD | TARRYTOWN | NY | 10591 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| WESTCHESTER COMMUNITY COLLEGE FOUNDATION | |||||||
| 75 GRASSLANDS RD | VALHALLA | NY | 10595 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $60,000 |
| WESTCHESTER EXCEPTIONAL CHILDREN | |||||||
| 520 RT 22 | NORTH SALEM | NY | 10560 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| WESTCHESTER INDEPENDENT LIVING CENTER | |||||||
| 10 COUNTY CENTER ROAD | WHITE PLAINS | NY | 10607 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| WESTCHESTER JEWISH COMMUNITY SERVICES | |||||||
| 845 NORTH BROADWAY | WHITE PLAINS | NY | 10603 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| WESTCHESTER MEDICAL CENTER FOUNDATION | |||||||
| 100 WOODS RD | VALHALLA | NY | 10595 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $50,000 |
| WHITE PLAINS LIBRARY FOUNDATION | |||||||
| 100 MARTINE AVE | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| WILD EARTH | |||||||
| 2307 LUCAS TURNPIKE | HIGH FALLS | NY | 12404 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| WOMENS ENTERPRISE DEVELOPMENT CENTER | |||||||
| 901 NORTH BROADWAY | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| YMCA CENTRAL AND NORTHERN WESTCHESTER | |||||||
| 250 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| YONKERS PARTNERSHIP IN EDUCATION | |||||||
| 86 MAIN STREET | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| YONKERS PHILHARMONIC ORCHESTRA | |||||||
| PO BOX 705 | YONKERS | NY | 10704 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $6,000 |
| YWCA OF YONKERS | |||||||
| 87 S BROADWAY | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| YWCA WHITE PLAINS AND CENTRAL WESTCHESTER | |||||||
| 515 NORTH STREET | WHITE PLAINS | NY | 10605 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,559,640 | 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 | $157 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,048,005 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,241 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,130,468 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,179,871 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,179,871 | 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 | CategoryTxt |
| Amt | $28,900 | Amt |
| Net Investment Income | $23,120 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,780 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2005-01-26 | $3,204 | $3,204 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER | 2005-10-12 | $1,098 | $1,098 | SL | 5.000000000000 | $0 | $0 |
| XEROX COPIER | 2007-07-03 | $3,936 | $3,936 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2010-07-15 | $2,755 | $2,755 | SL | 5.000000000000 | $0 | $0 |
| CONFERENCE ROOM CHAIRS | 2020-08-15 | $2,268 | SL | 5.000000000000 | $227 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GRANT RECIPIENT RELATIONSHIP | IdentifierTxt |
| Form And Line Reference | PART I - LINE 25 GRANTS | FormAndLineReferenceDesc |
| Medium Explanation | A SPOUSE OF A BOARD MEMBER IS ALSO ON BOARD OF RECIPIENT ORGANIZATION. BOARD MEMBER ABSTAINED FROM VOTING ON GRANT APPROVAL: PACE WOMEN'S JUSTICE CENTER.A BOARD MEMBER IS ALSO ON BOARD OF RECIPIENT ORGANIZATION. BOARD MEMBER ABSTAINED FROM VOTING ON GRANT APPROVAL: CARDINAL MCCLOSKEY SERVICES.A RELATION OF A BOARD MEMBER IS ALSO ON BOARD OF RECIPIENT ORGANIZATION. BOARD MEMBER ABSTAINED FROM VOTING ON GRANT APPROVAL: JACK STEWART WILDLIFE FUND. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PUBLICLY TRADED SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $49,299,731 | BookValueAmt |
| EOYFMV | $49,299,731 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTER EQUIPMENT | $3,204 | $3,204 | $0 | $0 |
| COMPUTER | $1,098 | $1,098 | $0 | $0 |
| XEROX COPIER | $3,936 | $3,936 | $0 | $0 |
| COMPUTER EQUIPMENT | $2,755 | $2,755 | $0 | $0 |
| CONFERENCE ROOM CHAIRS | $2,268 | $227 | $2,041 | $2,041 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $74,398 | LegalFeesAmt |
| Net Investment Income | $74,398 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST RECEIVABLE | $85,171 | $88,893 | $88,893 |
| SECURITY DEPOSITS | $8,200 | $8,548 | $8,548 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NET GAIN ON INVESTMENTS PER TAX BASIS | $487,056 |
| FEDERAL EXCISE TAX PER BOOKS | $16,200 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPP. & EXPENSES | $2,772 | $1,386 | $1,386 |
| TELEPHONE | $3,322 | $1,661 | $1,661 |
| INSURANCE | $40,019 | $20,009 | $20,010 |
| INVESTMENT CHARGES | $241,310 | $241,310 | $0 |
| FILING FEES | $1,110 | $777 | $333 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES SETTLEMENT PROCEEDS | Desc |
| Revenue And Expenses Per Books | $1,241 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,241 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,241 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET GAIN ON INVESTMENTS PER BOOK BASIS | Desc |
| Amt | $3,625,576 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL TAXES PAYABLE | $7,512 | $8,285 |
| EXCISE TAX PAYABLE | $14,201 | $2,167 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL | $11,010 | $6,606 | $4,404 |
| FOREING TAXES | $77 | $77 | $0 |
Comments