JUDITH C WHITE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JUDITH C WHITE FOUNDATION INC (EIN 11-3548952)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-02
- IRS object ID
- 202502459349101310
- Schema version
- 2024v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-02T16:11:49-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920780479 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REID TAX & ADVISORY SERVICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7600 JERICHO TPKE STE 400 | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117971705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113548952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JUDITH C WHITE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUDI | BusinessNameControlTxt |
| Phone | 2127368255 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 VANDERVENTER AVE STE 101 | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY KOVNER | PersonNm |
| Person Title | PRES. & DIR. | PersonTitleTxt |
| Phone | 2127368255 | PhoneNum |
| Signature | 2025-07-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RAYMOND FLOCH CPA | PreparerPersonNm |
| PTIN | P00169746 | PTIN |
| Phone | 5168020100 | PhoneNum |
| Preparation | 2025-07-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,878,316 | 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 |
| Dividends Rev And Expnss | $386,664 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $386,664 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $100,239 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $482,859 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $100,239 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $486,903 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $486,903 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $3,700 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,850 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,850 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,830 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,830 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $18,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $9,000 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $9,000 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,749 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,058 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,691 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $101,529 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,863 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,666 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $329,732 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $329,732 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $431,261 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,863 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $364,398 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $55,642 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $420,040 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $140,209 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $154,115 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $154,115 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,525,599 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,711,463 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,704,380 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,531,680 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,584,098 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,326,532 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,896,202 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,696,706 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,687,739 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $2,600 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,550 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,550 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,096,290 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,151,932 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,878,316 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,096,290 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,151,932 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,096,290 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,151,932 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,096,290 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,151,932 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,096,290 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $55,642 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,151,932 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,151,932 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (49 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 0.667 SH - NEW YORK CMNTY BANCORP IN | P | 2021-10-28 | 2024-07-12 | $7 | $25 | -$18 | -$18 |
| 20 SH - CALL NYCB 5 EXP 5/17/2024 | P | 2024-04-22 | 2024-04-23 | $646 | $41 | $605 | $605 |
| 30 SH - CALL WALGREENS BOOTS 25 | P | 2024-05-08 | 2024-05-08 | $2,370 | $222 | $2,148 | $2,148 |
| 27 SH - NYCB | P | 2023-01-01 | 2024-10-16 | $331 | $952 | -$621 | -$621 |
| 66 SH - NEW YORK COMMUNITY BANCORP | P | 2021-10-28 | 2024-10-16 | $814 | $2,483 | -$1,669 | -$1,669 |
| 20 SH - CALL NYCB 7 EXP 4/19/2024 | P | 2024-03-01 | 2002-03-04 | $626 | $161 | $465 | $465 |
| 13 SH - CALL FORD MOTOR CO 13 | P | 2024-04-11 | 2024-05-24 | $775 | $775 | $775 | |
| 48 SH - NYCB | P | 2023-01-01 | 2024-10-16 | $588 | $1,692 | -$1,104 | -$1,104 |
| 40 SH - CALL BP 36 EXP 07/19/2024 | P | 2024-07-19 | 2024-07-22 | $13,773 | $81 | $13,692 | $13,692 |
| ILLINOIS ST GO DBS 2010 | P | 2024-02-01 | 2024-02-01 | $30,769 | $30,769 | ||
| 347 SH - CALL FORD MOTOR CO 13 | P | 2024-06-10 | 2024-06-10 | $13,389 | $351 | $13,038 | $13,038 |
| 55 SH - CALL DOW INC. 55 | P | 2024-11-12 | 2024-11-12 | $4,547 | $150 | $4,397 | $4,397 |
| 40 SH - CALL BP 36 EXP 10/18/2024 | P | 2024-10-18 | 2024-10-18 | $5,253 | $5,253 | $5,253 | |
| ILLINOIS ST GO DBS 2010 | P | 2024-07-01 | 2024-07-01 | $2,857 | $2,857 | ||
| 30 SH - CALL DOW INC.57.5 | P | 2024-06-24 | 2024-06-24 | $6,121 | $30 | $6,091 | $6,091 |
| 100 SH - CALL AT&T INC. 20 | P | 2024-11-25 | 2024-11-25 | $12,658 | $32,741 | -$20,083 | -$20,083 |
| 1 SH - CALL FLG 3.5 EXP 07/19/2024 | P | 2024-07-17 | 2024-07-18 | $27 | $25 | $2 | $2 |
| 10,000 SH - METROPOLITAN TRANSN AUTH | P | 2020-05-08 | 2024-05-03 | $10,433 | $10,000 | $433 | $433 |
| 360 SH - CALL FORD MOTOR CO 13 | P | 2024-07-15 | 2024-07-15 | $10,239 | $41,188 | -$30,949 | -$30,949 |
| 19 SH - CALL FLG 3.5 EXP 7/19/2024 | P | 2024-07-17 | 2024-07-18 | $500 | $381 | $119 | $119 |
| 1,500 SH - ALLY FINL INC. | P | 2023-10-16 | 2024-01-19 | $42,688 | $37,275 | $5,413 | $5,413 |
| 108 SH - CALL NYCB 3.5 EXP 7/19/24 | P | 2024-07-18 | 2024-07-18 | $2,871 | $1,880 | $991 | $991 |
| 19 SH - CALL FLG 3.5 EXP 10/18/2024 | P | 2024-10-16 | 2024-10-17 | $843 | $1,198 | -$355 | -$355 |
| 108 SH - CALL NYCB 11 EXP 4/19/2024 | P | 2024-02-12 | 2024-02-12 | $5,355 | $541 | $4,814 | $4,814 |
| 30 SH - CALL WALGREENS BOOTS 20 | P | 2024-07-19 | 2024-07-19 | $1,248 | $1,248 | $1,248 | |
| 1 SH - CALL FLG 3.5 EXP 10/18/2024 | P | 2024-10-16 | 2024-10-17 | $49 | $63 | -$14 | -$14 |
| 60 SH - CALL BP PLC 36 EXP 02/16/24 | P | 2024-02-20 | 2024-02-20 | $7,235 | $181 | $7,054 | $7,054 |
| 70 SH - CALL BP PLC 26 EXP 7/19/24 | P | 2024-07-19 | 2024-07-19 | $22,331 | $22,331 | $22,331 | |
| 20 SH - CALL T 420 EXP 12/20/2024 | P | 2024-11-22 | 2024-11-25 | $4,087 | $6,534 | -$2,447 | -$2,447 |
| 30 SH-CALL DOWN INC. 55 EXP 3/15/24 | P | 2024-02-27 | 2024-02-27 | $4,518 | $4,645 | -$127 | -$127 |
| 100 SH - CALL AT&T INC. 19 | P | 2024-09-05 | 2024-09-05 | $2,459 | $16,241 | -$13,782 | -$13,782 |
| 600 SH - ALLY FINANCIAL INC. | P | 2023-08-28 | 2024-01-30 | $14,187 | $13,295 | $892 | $892 |
| 347 SH - NYCB 7 EXP 4/19/2024 | P | 2024-03-04 | 2024-03-04 | $3,778 | $541 | $3,237 | $3,237 |
| 30 SH - CALL DOW INC. 55 | P | 2024-09-20 | 2024-09-20 | $5,117 | $60 | $5,057 | $5,057 |
| 500 SH - PNC FINANCIAL SERVICES GRP | P | 2023-10-24 | 2024-01-11 | $60,221 | $55,600 | $4,621 | $4,621 |
| 347 SH-CALL FORD MOTOR CO 12,82 | P | 2024-03-18 | 2024-03-18 | $8,532 | $351 | $8,181 | $8,181 |
| 360 SH - CALL FORD MOTOR CO 13 | P | 2024-12-20 | 2024-12-20 | $58,889 | $3,388 | $55,501 | $55,501 |
| 600 SH - PRUDENTIAL FINANCIAL INC | P | 2023-10-24 | 2024-05-17 | $64,243 | $54,210 | $10,033 | $10,033 |
| 30 SH - CALL WALGREENS BOOTS 27.5 | P | 2024-04-01 | 2024-04-01 | $6,198 | $120 | $6,078 | $6,078 |
| 825 SH - NYCB | P | 2023-01-02 | 2024-09-18 | $9,789 | $29,081 | -$19,292 | -$19,292 |
| 40 SH - CALL BP 36 EXP 2/16/2024 | P | 2024-02-16 | 2024-02-20 | $3,323 | $121 | $3,202 | $3,202 |
| 60 SH - CALL BP PLC 36 EXP 4/19/24 | P | 2024-04-18 | 2024-04-18 | $7,379 | $16,225 | -$8,846 | -$8,846 |
| 30 SH - CALL WALGREENS BOOTS 15 | P | 2024-10-16 | 2024-10-16 | $738 | $56 | $682 | $682 |
| 40 SH - CALL BP 36 EXP 4/19/2024 | P | 2024-04-17 | 2024-04-18 | $4,893 | $10,827 | -$5,934 | -$5,934 |
| 108 SH - CALL NYCB 5 EXP 5/17/24 | P | 2024-04-23 | 2024-04-23 | $3,238 | $217 | $3,021 | $3,021 |
| 70 SH - CALL BP PLC 36 EXP 10/18/24 | P | 2024-10-18 | 2024-10-18 | $8,371 | $8,371 | $8,371 | |
| 20 SH - CALL NYCB 12 EXP 4/19/2024 | P | 2024-02-09 | 2024-02-12 | $1,087 | $41 | $1,046 | $1,046 |
| 347 SH - CALL FORD MOTOR CO 13 | P | 2024-04-29 | 2024-04-29 | $9,017 | $351 | $8,666 | $8,666 |
| 83 SH - CALL NYCB 3.5 EXP 10/18/24 | P | 2024-10-17 | 2024-10-17 | $3,452 | $5,429 | -$1,977 | -$1,977 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $100,239 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $122,510 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,839 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,839 | SubtotalAmt |
| Tax Based On Investment Income | $5,839 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $640 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
| Individual With Books | JEFFREY KOVNER | IndividualWithBooksNm |
| Phone | 2127368255 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 VANDERVENTER AVE STE 101 | AddressLine1Txt |
| Address Line2 | 14 VANDERVENTER AVE STE 101 | AddressLine2Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | 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 |
| 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JEFFREY KOVNER | |||||||||
| 14 VANDERVENTER AVE STE 101 | 14 VANDERVENTER AVE STE 101 | PORT WASHINGTON | NY | 11050 | PRES. & DIR. | 15.00 | $0 | $0 | $0 |
| AMY KOVNER | |||||||||
| 14 VANDERVENTER AVE STE 101 | 14 VANDERVENTER AVE STE 101 | PORT WASHINGTON | NY | 11050 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NICHOLAS KOVNER | |||||||||
| 14 VANDERVENTER AVE STE 101 | 14 VANDERVENTER AVE STE 101 | PORT WASHINGTON | NY | 11050 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KRISTIN KOVNER | |||||||||
| 14 VANDERVENTER AVE STE 101 | 14 VANDERVENTER AVE STE 101 | PORT WASHINGTON | NY | 11050 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,833,615 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $147,163 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,600 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,983,378 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,983,378 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,751 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,893,627 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $294,681 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $294,681 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,839 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,839 | TotalTaxAmt |
| Distributable Before Adj | $288,842 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $288,842 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $288,842 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $364,398 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $364,398 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $288,842 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $84,503 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $100,475 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $50,543 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $74,369 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $108,939 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $418,829 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $364,398 | QualifyingDistributionsAmt |
| Applied To Current Year | $288,842 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $75,556 | RemainingDistriFromCorpusAmt |
| Total Corpus | $494,385 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $84,503 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $409,882 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $100,475 | ExcessFromYear4Amt |
| Excess From Year3 | $50,543 | ExcessFromYear3Amt |
| Excess From Year2 | $74,369 | ExcessFromYear2Amt |
| Excess From Year1 | $108,939 | ExcessFromYear1Amt |
| Excess From Current Year | $75,556 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY KOVNER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 VANDERVENTER AVE STE 101 | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2127368255 | RecipientPhoneNum |
| Form And Info And Materials | NO PRESCRIBED FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | TO SUPPORT THE NEEDS AND COMFORTS OF CHILDREN, THE NEEDY, ORPHANS, HOMELESS PEOPLE, AND OTHER DULY QUALIFIED ORGANIZATIONS PRIMARILY, BUT NOT EXCLUSIVELY, IN THE NEW YORK METROPOLITAN AREA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||||
| 430 17TH STREET NW | WASHINGTON | DC | 20006 | NONE | PUBLIC | GENERAL SUPPORT-HURRICANE HELENE | $10,000 | ||
| ARBOR DAY FOUNDATION | |||||||||
| 211 N 12TH STREET | LINCOLN | NE | 68508 | NONE | PUBLIC | GENERAL SUPPORT | $504 | ||
| BOYS TOWN | |||||||||
| 444 PARK AVE S | NEW YORK | NY | 10016 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | ||
| CITY HARVEST | |||||||||
| 575 EIGHTH AVENUE | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL SUPPORT | $12,314 | ||
| CITY HARVEST NEW YORK | |||||||||
| 575 EIGHTH AVENUE | NEW YORK | NY | 10018 | NONE | PUBLIC | 26 FOOT REFRIERATED TRUCK | $27,872 | ||
| COLD SPRING HARBOR EDUCATION | |||||||||
| 75 GOOSE HILL ROAD | COLD SPRING HARBOR | NY | 11724 | NONE | PUBLIC | GENERAL SUPPORT | $100 | FOUNDATION | |
| FRIENDS OF TJ FOUNDATION | |||||||||
| 1 BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | NONE | PUBLIC | GENERAL SUPPORT | $350 | ||
| ISLAND HARVEST | |||||||||
| 126 SPAGNOLI ROAD | MELVILLE | NY | 11747 | NONE | PUBLIC | RENOVATION OF WAREHOUSE | $49,353 | ||
| JAKE'S RESCUE RANCH | |||||||||
| 1500 OLD COUNTRY ROAD | PLAINVIEW | NY | 11803 | NONE | PUBLIC | GENERAL SUPPORT | $100 | ||
| LONG ISLAND CARES INC | |||||||||
| 10 DAVIDS DRIVE | HAUPPAUGE | NY | 11788 | NONE | PUBLIC | RENOVATION OF PANTRY | $25,000 | ||
| LONG ISLAND COUNCIL ON | |||||||||
| 207 HILLSIDE AVE | WILLISTON PARK | NY | 11596 | NONE | PUBLIC | GENERAL SUPPORT | $8,240 | ALCOHOL AND DRUG DEP | |
| NORTH SHORE HOLIDAY HOUSE | |||||||||
| 74 HUNTINGTON ROAD | HUNTINGTON | NY | 11743 | NONE | PUBLIC | GENERAL SUPPORT | $1,073 | ||
| PART OF THE SOLUTION | |||||||||
| 2759 WEBSTER AVE | BRONX | NY | 10458 | NONE | PUBLIC | BUILD/RENOVATE FACILITY/NAMING | $71,429 | ||
| PINK AID | |||||||||
| PO BOX 5157 | WESTPORT | CT | 06881 | NONE | PUBLIC | GENERAL SUPPORT | $776 | ||
| ST PAUL THE APOSTLE CHURCH | |||||||||
| 2534 CEDAR SWAMP RD | GLEN HEAD | NY | 11545 | NONE | PUBLIC | HOLIDAY MEALS | $9,500 | ||
| ST BARNABAS HOSPITAL | |||||||||
| 4422 THIRD AVENUE | BRONX | NY | 10457 | NONE | PUBLIC | FOOD FOR DISCHARGED PATIENTS | $20,000 | ||
| ST FRANCIS HOSPITAL FOUNDATION | |||||||||
| 100 PORT WASHINGTON BLD | ROSLYN | NY | 11576 | NONE | PUBLIC | FOOD INITIATIVE PROGRAM | $15,000 | ||
| ST JOHN'S BREAD AND LIFE | |||||||||
| 795 LEXINGTON AVENUE | BROOKLYN | NY | 11221 | NONE | PUBLIC | PALLETS AND LIGHTING | $14,596 | ||
| STERN FAMILY CENTER FOR | |||||||||
| 330 COMMUNITY DRIVE | MANHASSET | NY | 11030 | NONE | PUBLIC | TRAN-SIT CAR SIMULATOR | $13,500 | REHABILITATION -NORTHWELL | |
| SWIM ACROSS AMERICA | |||||||||
| PO BOX 7878 | GARDEN CITY | NY | 11530 | NONE | PUBLIC | GENERAL SUPPORT | $10,075 | ||
| THE BOWERY MISSION | |||||||||
| 90 LAFAYETTE STREET | NEW YORK | NY | 10013 | NONE | PUBLIC | 1ST PAYMENT PANTRY RENOVATION | $34,000 | 6TH FLOOR | |
| THE INN | |||||||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | NONE | PUBLIC | GENERAL SUPPORT | $1,450 | ||
| THE NICHOLAS CENTER | |||||||||
| 38 MAIN STREET | PORT WASHINGTON | NY | 11050 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $329,732 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $386,664 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $100,239 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $486,903 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $486,903 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,250 | Amt |
| Net Investment Income | $2,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,125 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE NOTES AND DEBENTURES | BondNm |
| EOY Book Value | $1,696,706 | EOYBookValueAmt |
| EOYFMV | $1,687,739 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,584,098 | EOYBookValueAmt |
| EOYFMV | $1,326,532 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $2,711,463 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $2,704,380 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $3,700 | LegalFeesAmt |
| Net Investment Income | $1,850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,850 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT- RENT | $2,600 | $2,600 | $2,600 |
| UNREALIZED LOSS ON INVESTMENT | $2,950 | $2,950 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BROKER FEES | $499 | $499 | |
| COMPUTER EXPENSES | $1,935 | $1,935 | |
| FILING FEES | $250 | $250 | |
| INSURANCE | $1,320 | $1,320 | |
| OFFICE EXENSES | $127 | $127 | |
| MEETINGS | $618 | $309 | $309 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $49,000 | $49,000 | |
| EXECUTIVE DIRECTOR FEES | $18,000 | $18,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $3,830 | Amt |
| Net Investment Income | $3,830 | NetInvestmentIncomeAmt |
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