JOELSON FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOELSON FOUNDATION (EIN 13-6220799)
- Tax period
- 2019-04-01 to 2020-03-31
- Filed
- 2020-09-17
- IRS object ID
- 202002619349100310
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-17T14:25:20-05:00 | ReturnTs |
| Tax Period End | 2020-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUM SMITH BROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 506 CARNEGIE CENTER STE 400 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085406243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136220799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Joelson Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BARBARA J FIFE | InCareOfNm |
| Business Name Control | JOEL | BusinessNameControlTxt |
| Phone | 6095201188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WSB 506 CARNEGIE CENTER Suite 400 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA FIFE | PersonNm |
| Person Title | PRES | PersonTitleTxt |
| Phone | 2122460230 | PhoneNum |
| Signature | 2020-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HAL R TERR | PreparerPersonNm |
| PTIN | P00360976 | PTIN |
| Phone | 6095201188 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.119.199.60 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22006220202615000087 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-09-17 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5DDB76D520D60039BC1B87210C1A6D9242802FF0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D1A85E72F11DAAFAB7E7F2B7331347C0669549EA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-02-16 14:24:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,638,046 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,004 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,004 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $356,867 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $356,867 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $667,985 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,566,725 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $667,985 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,027,856 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,027,856 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $191,008 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,651 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $162,357 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $71,842 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $10,776 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $61,066 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $37,271 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,591 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $31,680 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,231 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,035 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $17,196 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $108,003 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $106,414 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,589 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,892 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $306 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $46 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $55,915 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,387 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $47,528 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,206 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,831 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,375 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $543,674 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $167,731 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $348,791 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $703,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $703,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,247,524 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $167,731 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,052,641 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$219,668 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $860,125 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $491,288 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $121,356 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $121,356 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,685,509 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,836,080 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,516,690 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $43,729 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $43,729 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $306 | LandBOYAmt |
| Total Assets BOY | $15,177,103 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,957,436 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,638,046 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $19,282,895 | CapitalStockBOYAmt |
| Capital Stock EOY | $19,282,895 | CapitalStockEOYAmt |
| Retained Earning BOY | -$4,105,792 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$4,325,459 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,177,103 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,957,436 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,177,103 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,957,436 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,177,103 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$219,668 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $14,957,436 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,957,436 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3,329.634 SHS BNY MELLON INCOME STOCK M | P | 2018-01-01 | 2019-08-01 | $30,000 | $30,338 | -$338 | -$338 |
| 5,662.514 SHS BNY MELLON INCOME STOCK M | P | 2018-01-01 | 2019-08-05 | $50,000 | $50,596 | -$596 | -$596 |
| 190 SHS VANGUARD SMALL CAP ETF | P | 2018-01-01 | 2019-09-13 | $29,959 | $12,072 | $17,887 | $17,887 |
| 200 SHS VANGUARD MID CAP ETF | P | 2018-01-01 | 2019-09-13 | $33,724 | $27,873 | $5,851 | $5,851 |
| 47,213.796 SHS BNY MELLON FOC EQ OPP M | P | 2018-01-01 | 2019-09-20 | $751,172 | $850,216 | -$99,044 | -$99,044 |
| 3,100.775 SHS GATEWAY FUND Y | P | 2018-01-01 | 2019-09-20 | $104,682 | $100,000 | $4,682 | $4,682 |
| 9,505.703 SHS 361 GLOBAL LNG/SHRT EQ Y | P | 2018-01-01 | 2019-09-20 | $105,323 | $100,000 | $5,323 | $5,323 |
| 3,200 SHS ISHARES MSCI EAFE ETF | P | 2018-01-01 | 2019-09-23 | $210,524 | $179,584 | $30,940 | $30,940 |
| 2,629 SHS ISHARES MSCI EAFE SMALL CAP ETF | P | 2018-01-01 | 2019-09-23 | $151,736 | $173,516 | -$21,780 | -$21,780 |
| 26,311.173 SHS BNYM INST S&P 500 | P | 2018-01-01 | 2019-09-30 | $1,500,000 | $1,187,487 | $312,513 | $312,513 |
| 5,000 SHS ISHARES MSCI EAFE SMALL CAP ETF | P | 2018-01-01 | 2019-10-01 | $285,244 | $330,004 | -$44,760 | -$44,760 |
| 1,325 SHS VANGUARD SMALL CAP ETF | P | 2018-01-01 | 2019-10-01 | $205,400 | $84,186 | $121,214 | $121,214 |
| $200,000 UST BILL | P | 2018-01-01 | 2019-10-22 | $199,780 | $199,780 | ||
| $150,000 UST BILL | P | 2018-01-01 | 2019-11-19 | $149,822 | $149,822 | ||
| $125,000 UST BILL | P | 2018-01-01 | 2019-12-17 | $124,862 | $124,862 | ||
| $125,000 UST BILL | P | 2018-01-01 | 2020-02-04 | $124,838 | $124,838 | ||
| 1,250 SHS VANGUARD MID CAP ETF | P | 2018-01-01 | 2019-10-01 | $210,398 | $173,566 | $36,832 | $36,832 |
| CAPITAL GAIN DIVIDENDS | P | $290,562 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $667,985 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,187,077 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,211,022 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068972 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,434,150 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,044,646 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.079478 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,430,188 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,564,411 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.081425 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,349,412 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,158,868 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070433 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,297,340 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,876,829 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065269 | DistributionYr5Rt |
| Total Distribution | 0.365577 | TotalDistributionRt |
| Average Distribution | 0.073115 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,126,694 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,252,218 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,601 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,260,819 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,052,641 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,203 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,203 | SubtotalAmt |
| Tax Based On Investment Income | $17,203 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,678 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $8,521 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $26,199 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $196 | EsPenaltyAmt |
| Overpayment | $8,800 | OverpaymentAmt |
| Applied To ES Tax | $8,800 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NOT APPLICABLE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBARA J FIFE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122460230 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 WEST 58TH ST SUITE 406 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA J FIFE | ||||||||
| 330 WEST 58TH ST SUITE 406 | NEW YORK | NY | 10019 | PRESIDENT | 35.0 | $191,008 | $0 | $0 |
| STEPHEN FIFE | ||||||||
| 330 WEST 58TH ST SUITE 406 | NEW YORK | NY | 10019 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,160,627 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $226,880 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,387,507 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,387,507 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $260,813 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,126,694 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $856,335 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $856,335 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,203 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,203 | TotalTaxAmt |
| Distributable Before Adj | $839,132 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $839,132 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $839,132 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,052,641 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,052,641 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,052,641 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $839,132 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $304,651 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $400,821 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $607,933 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $541,508 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $344,404 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,199,317 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,052,641 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $839,132 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $213,509 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,412,826 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $304,651 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,108,175 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $400,821 | ExcessFromYear4Amt |
| Excess From Year3 | $607,933 | ExcessFromYear3Amt |
| Excess From Year2 | $541,508 | ExcessFromYear2Amt |
| Excess From Year1 | $344,404 | ExcessFromYear1Amt |
| Excess From Current Year | $213,509 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (127 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| Actor' Fund of America | ||||||||
| 729 7th Ave Fl 1 | 506 carnegie center suite 400 | New York | NY | 10019 | None | PC | General Operating Support | $10,000 |
| American Cancer Society Mid-South Division Inc | ||||||||
| 2000 Charlotte Avenue | Nashville | TN | 372032000 | None | PC | General Operating Support | $1,000 | |
| American Civil Liberties Union | ||||||||
| 125 Broad Street 18th Floor | New York | NY | 10004 | None | PC | General Operating Support | $5,500 | |
| American Friends of Magen David Adom | ||||||||
| New York NY 10004 | New York | NY | 10001 | None | PC | General Operating Support | $3,500 | |
| American Jewish World Service | ||||||||
| 45 W 36th St | New York | NY | 10018 | None | PC | General Operating Support | $1,500 | |
| Amherst College | ||||||||
| PO Box 5000 | Amherst | MA | 010025000 | None | PC | General Operating Support | $1,000 | |
| Ark Theatre Company | ||||||||
| 5708 Lankershim Blvd | Los Aneles | CA | 91601 | None | PC | General Operating Support | $8,000 | |
| The Avon Theatre Film Center | ||||||||
| 8 Sound Shore Drive Suite 140 | Greenwich | CT | 06830 | None | PC | General Operating Support | $500 | |
| Baruch College | ||||||||
| One Bernard Baruch Way Box A-1063 | New York | NY | 100105585 | None | PC | Project Support | $2,500 | |
| The Brearley School | ||||||||
| 610 East 83rd Street | New York | NY | 100287988 | None | PC | General Operating Support | $12,000 | |
| Birthright Israel Foundation | ||||||||
| 33 East 33rd Street 7th Floor | New York | NY | 10016 | None | PC | General Operating Support | $3,000 | |
| Boston University | ||||||||
| One Silber Way | Boston | MA | 02215 | None | PC | General Operating Support | $3,500 | |
| Brandeis University | ||||||||
| 415 South Street | Waltham | MA | 02453 | None | PC | General Operating Support | $1,000 | |
| Bronx Children's Museum | ||||||||
| POBox 1381 | Bronx | NY | 10451 | None | PC | General Operating Support | $500 | |
| BronxWorks | ||||||||
| 60 East Tremont Avenue | Bronx | NY | 10453 | None | PC | General Operating Support | $1,250 | |
| Brooklyn Botanic Garden | ||||||||
| 900 Washington Ave | Brooklyn | NY | 11225 | None | PC | General Operating Support | $7,500 | |
| Brown University | ||||||||
| Box 1893 110 Elm Street | Providence | RI | 02912 | None | PC | General Operating Support | $2,000 | |
| Bruce Museum | ||||||||
| 1 Museum Dr | Greenwich | CT | 06830 | None | PC | General Operating Support | $1,000 | |
| Center for Jewish Culture and Creativity | ||||||||
| 423 North Palm Drive Suite 102 | Beverly Hills | CA | 90210 | None | PC | General Operating Support | $20,000 | |
| Central Park Conservancy | ||||||||
| 14 East 60th street | New York | NY | 10022 | None | PC | General Operating Support | $1,000 | |
| Central Synagogue | ||||||||
| 123 East 55th Street | New York | NY | 100223502 | None | PC | General Operating Support | $13,000 | |
| Champions for Heroes | ||||||||
| 620 Sea Island Road Suite 148 | Saint Simons Island | GA | 315221767 | None | PC | General Operating Support | $1,000 | |
| Childrens Hospital | ||||||||
| 450 Brookline Ave | Boston | MA | 02215 | None | PC | General Operating Support | $1,500 | |
| Citizens Union Foundation | ||||||||
| 299 Broadway Suite 700 | New York | NY | 10007 | None | PC | General Operating Support | $750 | |
| City Parks Foundation | ||||||||
| 830 Fifth Ave | New York | NY | 100657001 | None | PC | General Operating Support | $8,250 | |
| City Harvest Inc | ||||||||
| 6 Easr 32nd Street 5th Floor | New York | NY | 10016 | None | PC | General Operating Support | $1,500 | |
| Classic Stage Company | ||||||||
| 136 E 13th St | New York | NY | 10003 | None | PC | General Operating Support | $1,000 | |
| Congregation Rodeph Sholom | ||||||||
| 7 West 83rd Street | New York | NY | 10024 | None | PC | General Operating Support | $5,000 | |
| Congregation Shirat Ha Yam | ||||||||
| PO Box 1145 | Nantucket | MA | 02554 | None | PC | General Operating Support | $1,800 | |
| Connecticut College | ||||||||
| 270 Mohegan Avenue | New London | CT | 06320 | None | PC | General Operating Support | $7,000 | |
| Cornell University | ||||||||
| 130 East Seneca Street Suite 400 | Ithaca | NY | 148504353 | None | PC | Project Support | $1,000 | |
| Creative Visions Foundation | ||||||||
| 18820 Pacific Coast Hwy | Malibu | CA | 90265 | None | PC | Project Support | $2,000 | |
| CUNY School of Law Foundation | ||||||||
| 2 Court Sq | Long Island City | NY | 11101 | None | PC | General Operating Support | $500 | |
| Dana-Farber Cancer Institute | ||||||||
| 450 Brookline Ave | Boston | MA | 02215 | None | PC | General Operating Support | $8,000 | |
| Doctors Without Borders | ||||||||
| 40 Rector St 16th Fl | New York | NY | 10006 | None | PC | General Operating Support | $1,000 | |
| Dorot Inc | ||||||||
| 171 W 85th St | New York | NY | 10024 | None | PC | General Operating Support | $3,000 | |
| Dream East Harlim | ||||||||
| 1991 2nd Ave | New York | NY | 10029 | None | PC | General Operating Support | $7,500 | |
| Echoing Green Inc | ||||||||
| 462 Fashion Ave Ste 13 | New York | NY | 10018 | None | PC | General Operating Support | $45,000 | |
| Edible Schoolyard NYC | ||||||||
| 20 Jay St Ste M09 | Brooklyn | NY | 11201 | None | PC | General Operating Support | $5,000 | |
| Education Foundation | ||||||||
| 608 East 139th Street | Bronx | NY | 10454 | None | PC | General Operating Support | $3,500 | |
| Everytown for Gun Safety | ||||||||
| PO Box 4184 | New York | NY | 10163 | None | PC | General Operating Support | $3,000 | |
| Exploring the Arts Inc | ||||||||
| 3412 36th St Ste 21 | Astoria | NY | 11106 | None | PC | General Operating Support | $3,000 | |
| Facing History and Ourselves | ||||||||
| 14 East 4th Street 3rd Fl Rm 30 | New York | NY | 10012 | None | PC | General Operating Support | $500 | |
| Fayerweather Street School | ||||||||
| 760 Concord Ave | Cambridge | MA | 02138 | None | PC | General Operating Support | $1,500 | |
| Flea Theater Inc | ||||||||
| 20 Thomas St | New York | NY | 10007 | None | PC | General Operating Support | $1,000 | |
| Food Bank for New York City | ||||||||
| 39 Broadway 10th Floor | New York | NY | 10006 | None | PC | General Operating Support | $2,000 | |
| Food Education Fund | ||||||||
| 525 West 50th Street | New York | NY | 10019 | None | PC | General Operating Support | $1,000 | |
| Fountain House | ||||||||
| 425 W 47 St | New York | NY | 10036 | None | PC | General Operating Support | $500 | |
| Fresh Air Fund | ||||||||
| 633 Third Avenue 14th Floor | New York | NY | 10017 | None | PC | General Operating Support | $1,000 | |
| Friends of Roosevelt Park Inc | ||||||||
| 6 W 77 Street 8C | New York | NY | 10024 | None | PC | General Operating Support | $1,000 | |
| Gordon Reasearch Conferences | ||||||||
| 50 College St | South Hadley | MA | 01075 | None | PC | General Operating Support | $2,000 | |
| Grub Street | ||||||||
| PO Box 4184 | Arlington | MA | 02476 | None | PC | General Operating Support | $2,000 | |
| Harlem Educational Activities Fund | ||||||||
| 2090 Seventh Avenue 10th Floor | New York | NY | 10027 | None | PC | General Operating Support | $1,500 | |
| Harlem Mothers Save | ||||||||
| 306A West 128th Street | New York | NY | 10027 | None | PC | General Operating Support | $1,000 | |
| Harlem School of the Arts | ||||||||
| 645 St Nicholas Avenue | New York | NY | 10030 | None | PC | General Operating Support | $6,000 | |
| Harvard University | ||||||||
| Massachusetts Hall | Cambridge | MA | 02138 | None | PC | General Operating Support | $13,000 | |
| Hatchery Arts | ||||||||
| Bethel Ct | Clevland | OH | 44114 | None | PC | General Operating Support | $300 | |
| Hebrew Free Loan Association | ||||||||
| 131 Steuart Street Suite 520 | San Francisco | CA | 94105 | None | PC | General Operating Support | $250 | |
| Humaine society | ||||||||
| 70 Portman Road | New Rochelle | NY | 10801 | None | PC | General Operating Support | $2,000 | |
| Horace Mann School | ||||||||
| 231 West 246th Street | Riverdale Bronx | NY | 10471 | None | PC | General Operating Support | $3,500 | |
| Inner-City Scholarship Fund Inc | ||||||||
| 1011 First Ave Suite 1400 | New York | NY | 100224112 | None | PC | General Operating Support | $2,500 | |
| International Fund for Animal Welfare | ||||||||
| 1400 16th St NW Suite 510 | Washington | DC | 20036 | None | PC | General Operating Support | $400 | |
| Jackson Laboratory | ||||||||
| 600 Main Street | Bar Harbor | ME | 04609 | None | PC | General Operating Support | $2,000 | |
| Jewish Partisans FilmNCJF | ||||||||
| 415 South Street Lown 102 | Waltham | MA | 02453 | None | PC | General Operating Support | $1,000 | |
| KCRW Foundation Inc | ||||||||
| 1900 Pico Blvd | Santa Monica | CA | 90405 | None | PC | General Operating Support | $200 | |
| Lawyers for Children Inc | ||||||||
| 110 Lafayette Street 8th Floor | New York | NY | 100134116 | None | PC | General Operating Support | $5,500 | |
| Lehigh University | ||||||||
| 27 Memorial Drive West | Bethlehem | PA | 180153086 | None | PC | General Operating Support | $22,500 | |
| Make-A-Wish Foundation | ||||||||
| 200 Park Ave Ste 17 | New York | NY | 10166 | None | PC | General Operating Support | $1,000 | |
| Manhattan Theatre Club | ||||||||
| 311 West 43rd Street 8th Floor | New York | NY | 100366413 | None | PC | Project Support | $60,000 | |
| Marina Orth Foundation | ||||||||
| 5185 MacArthur Blvd NW Suite 619 | Washington | DC | 20016 | None | PC | General Operating Support | $300 | |
| Marine Biological Laboratory | ||||||||
| 7 MBL Street | Woods Hole | MA | 02543 | None | PC | General Operating Support | $3,000 | |
| Memorial Sloan-Kettering Cancer Center | ||||||||
| 1275 York Avenue | New York | NY | 10065 | None | PC | General Operating Support | $2,000 | |
| Metropolitan Museum of Art | ||||||||
| 1000 Fifth Avenue | New York | NY | 100280198 | None | PC | General Operating Support | $3,000 | |
| Michael J Fox Foundation for Parkinson's Research | ||||||||
| PO Box 780 | New York | NY | 100180780 | None | PC | General Operating Support | $2,500 | |
| Mid-Hudson Aquatics Inc | ||||||||
| 393 Vassar Rd | Poughkeepsie | NY | 126035726 | None | PC | General Operating Support | $1,000 | |
| Mount Sinai Medical Center Inc | ||||||||
| 4300 Alton Rd | Miami Beach | FL | 33140 | None | PC | General Operating Support | $5,000 | |
| Moving Forward Inc | ||||||||
| 1814 Marlton Pike E | Cherry Hill | NJ | 08003 | None | PC | General Operating Support | $1,000 | |
| Museum of Modern Art | ||||||||
| 11 West 53rd Street | New York | NY | 100195497 | None | PC | General Operating Support | $1,000 | |
| Museum of the City of New York | ||||||||
| 1220 Fifth Avenue | New York | NY | 100295287 | None | PC | General Operating Support | $10,500 | |
| Nantucket Atheneum | ||||||||
| One India Street PO Box 808 | Nantucket | MA | 02554 | None | PC | Capital Fund Support | $37,500 | |
| Nantucket Conservation Foundation Inc | ||||||||
| Post Office Box 13 118 Cliff Road | Nantucket | MA | 025540013 | None | PC | General Operating Support | $1,500 | |
| Nantucket Cottage Hospital | ||||||||
| 57 Prospect Street | Nantucket Island | MA | 025542799 | None | PC | General Operating Support | $30,000 | |
| Nantucket Dreamland Foundation | ||||||||
| PO Box 989 12 Oak Street Shop A | Nantucket | MA | 02554 | None | PC | General Operating Support | $1,000 | |
| Nantucket Preservation Trust | ||||||||
| Two Union Street PO Box 158 | Nantucket Island | MA | 02554 | None | PC | General Operating Support | $3,500 | |
| NARAL Pro-Choice American | ||||||||
| 1725 Eye St NW Ste 900 | Washington | DC | 20006 | None | PC | General Operating Support | $2,000 | |
| New Israel Fund | ||||||||
| 330 7th Ave | New York | NY | 10001 | None | PC | General Operating Support | $2,000 | |
| New York League of Conservative Voters Education F | ||||||||
| 30 Broad Street 30th Floor | New York | NY | 102750732 | None | PC | General Operating Support | $2,500 | |
| New York City Ballet Inc | ||||||||
| David H Koch Theater 20 Lincoln C | New York | NY | 10023 | None | PC | General Operating Support | $49,000 | |
| New York City Center | ||||||||
| 130 West 56th Street | New York | NY | 100193803 | None | PC | General Operating Support | $25,000 | |
| NYLCV Education Fund | ||||||||
| 30 Broad Street 30th Floor | News York | NY | 10004 | None | PC | General Operating Support | $10,000 | |
| New York University Medical Center | ||||||||
| One Park Avenue 17th Floor | New York | NY | 100165802 | None | PC | General Operating Support | $6,000 | |
| Pardes Institute of Jewish Studi | ||||||||
| 404 5th Avenue 3rd Floor | New York | NY | 10018 | None | PC | General Operating Support | $2,000 | |
| PEF Israel Endowment Fund | ||||||||
| 317 Madison Avenue Suite 607 | New York | NY | 10017 | None | PC | General Operating Support | $1,000 | |
| Phipps Neighborhoods | ||||||||
| 902 Broadway 13th Floor | New York | NY | 100106033 | None | PC | General Operating Support | $2,000 | |
| Pine Street Inn Inc | ||||||||
| 444 Harrison Avenue | Boston | MA | 021182404 | None | PC | General Operating Support | $6,000 | |
| Planned Parenthood | ||||||||
| 123 William Street 10th Floor | New York | NY | 10038 | None | PC | General Operating Support | $10,000 | |
| Project FIND | ||||||||
| 160 West 71st Street Suite 2F | New York | NY | 10023 | None | PC | General Operating Support | $18,500 | |
| Rain Forest Fund | ||||||||
| 420 Lexington Avenue Suite 1710 | New York | NY | 10170 | None | PC | General Operating Support | $5,000 | |
| Robin Hood Foundation | ||||||||
| 826 Broadway 9th Floor | New York | NY | 10003 | None | PC | General Operating Support | $8,000 | |
| Rosie's Place | ||||||||
| 889 Harrison Avenue | Boston | MA | 02118 | None | PC | General Operating Support | $6,000 | |
| Ruff House Rescue Inc | ||||||||
| PO Box 365 | Oceanside | NY | 11572 | None | PC | General Operating Support | $500 | |
| Rwanda Education Assistance Project Inc | ||||||||
| PO Box 351 | Katonah | NY | 10536 | None | PC | General Operating Support | $1,500 | |
| Santa Monica Group Theatre | ||||||||
| 1211 4th St | Santa Monica | CA | 90401 | None | PC | General Operating Support | $500 | |
| Save Our Sound | ||||||||
| 142 Temple Street Suite 305 | New Haven | CT | 06510 | None | PC | General Operating Support | $1,200 | |
| Sierra Club | ||||||||
| 2101 Webster St Suite 1300 | Oakland | CA | 94612 | None | PC | General Operating Support | $3,000 | |
| Society for Neuroscience | ||||||||
| 1121 14th Street NW Suite 1010 | Washington | DC | 20005 | None | PC | General Operating Support | $10,000 | |
| Stephen Wise Free Synagogue | ||||||||
| 30 West 68th Street | New York | NY | 100236053 | None | PC | General Operating Support | $3,600 | |
| St Jude Children's Research | ||||||||
| 501 St Jude Place | Memphis | TN | 38105 | None | PC | General Operating Support | $1,000 | |
| Susan G Komen Breast Cancer Foundation Inc | ||||||||
| 341 West 38th Street 10th Floor | New York | NY | 100182918 | None | PC | General Operating Support | $1,000 | |
| Swim Across America Inc | ||||||||
| 11600 N Community House Rd Ste 100 | Charlotte | NC | 28277 | None | PC | General Operating Support | $500 | |
| Syracuse University | ||||||||
| 900 South Crouse Ave | Syracuse | NY | 13244 | None | PC | General Operating Support | $7,500 | |
| Temple Sinai | ||||||||
| 50 Sewall Avenue | Brookline | MA | 024465238 | None | PC | General Operating Support | $8,000 | |
| The Blank Theater Co Inc | ||||||||
| 6500 Santa Blvd | Los Angeles | CA | 90038 | None | PC | General Operating Support | $7,700 | |
| The Hole in the Wall Gang | ||||||||
| 555 Long Wharf Drive | New Haven | CT | 06511 | None | PC | General Operating Support | $2,000 | |
| The Public Theater | ||||||||
| 425 Lafayette Street | New York | NY | 10003 | None | PC | General Operating Support | $10,500 | |
| The Seeing Eye Inc | ||||||||
| 10 Washington Valley Rd | Morristown | NJ | 07960 | None | PC | General Operating Support | $1,000 | |
| The Windward School | ||||||||
| 13 Winward Ave | White Plains | NY | 10605 | None | PC | General Operating Support | $5,000 | |
| UJA-Federation of New York | ||||||||
| 130 East 59th Street 16101 | New York | NY | 100221397 | None | PC | General Operating Support | $8,000 | |
| United State Committee Sport | ||||||||
| 1511 Walnut Street Suite 401 | Philadelphia | PA | 19102 | None | PC | General Operating Support | $2,000 | |
| Washington University | ||||||||
| Campus Box 1192 One Brookings | Saint Louis | MO | 631304899 | None | PC | General Operating Support | $2,500 | |
| WCSPP | ||||||||
| 468 Rosedale Ave | White Plains | NY | 10605 | None | PC | General Operating Support | $500 | |
| We Act for Environmental Justice | ||||||||
| 271 West 125th Street Suite 308 | New York | NY | 10027 | None | PC | General Operating Support | $2,350 | |
| Wesleyan University | ||||||||
| 318 High Street | Middletown | CT | 064590472 | None | PC | General Operating Support | $4,000 | |
| Westchester Reform Temple | ||||||||
| 255 Mamaroneck Road | Scarsdale | NY | 105837299 | None | PC | General Operating Support | $5,000 | |
| Winsor School Inc | ||||||||
| Pilgrim Road | Boston | MA | 02215 | None | PC | General Operating Support | $1,500 | |
| Yale University | ||||||||
| PO Box 208234 | New Haven | CT | 065208234 | None | PC | General Operating Support | $10,000 | |
| YMCA of the Triangle Area | ||||||||
| 801 Corporate Center Dr Suite 200 | Raleigh | NC | 27607 | None | PC | General Operating Support | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $703,850 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,004 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $356,867 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $667,985 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,027,856 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,027,856 | 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 | WITHUMSMITH+BROWN, P.C. | CategoryTxt |
| Amt | $20,231 | Amt |
| Net Investment Income | $3,035 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,196 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| FURNITURE | 1997-09-30 | $7,625 | $7,625 | M7 | 7 | |
| COMPUTER EQUIP. | 1997-09-30 | $3,364 | $3,364 | M5 | 5 | |
| SOFTWARE | 2001-10-29 | $3,575 | $3,575 | M3 | 3 | |
| FURNITURE | 2001-10-29 | $1,549 | $1,548 | M7 | 7 | $1 |
| COMPUTER | 2001-11-01 | $4,985 | $4,985 | M5 | 5 | |
| TYPEWRITER | 2001-12-06 | $444 | $444 | M5 | 5 | |
| SOFTWARE | 2003-07-16 | $8,306 | $8,306 | M3 | 3 | |
| FURNITURE | 2007-10-02 | $740 | $740 | M7 | 7 | |
| COMPUTER SOFTWARE | 2011-12-31 | $3,139 | $3,138 | M3 | 3 | $1 |
| COMPUTER SOFTWARE | 2012-12-31 | $2,460 | $2,358 | M3 | 3 | $102 |
| COMPUTER SOFTWARE | 2013-12-31 | $2,373 | $2,275 | M3 | 3 | $98 |
| COMPUTER SOFTWARE | 2014-12-31 | $2,492 | $2,389 | M3 | 3 | $103 |
| COMPUTER SOFTWARE | 2015-12-31 | $2,677 | $2,676 | M3 | 3 | $1 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES BARCLAYS 1 - 3 YR TR | $949,612 | $988,038 |
| ISHARES BARCLAYS INTERM | $1,363,259 | $1,438,904 |
| ISHARES MSCI EAFE INDEX | $505,075 | $481,140 |
| ISHARES MSCI EAFE SM CAP INDEX | ||
| BNY MELLON INCOME STOCK FUND | $1,075,072 | $738,557 |
| BNY MELLON FOCUSED EQUITY OPP | ||
| BNY MELLON CORPORATE BOND FUND | $250,000 | $234,047 |
| BNY MELLON GLOBAL DYNAMIC BD Y | $100,000 | $96,208 |
| BNY MELLON STOCK FUND | $3,250,000 | $2,863,209 |
| BNY MELLON INSTITUTIONAL S&P | $3,194,821 | $3,435,805 |
| BNY MELLON INTERNATIONAL SK FD | $509,656 | $480,967 |
| BNY MELLON INTERNATIONAL SM CA | $250,000 | $178,199 |
| BNY MELLON GLOBAL REAL ESTATE | $276,278 | $190,002 |
| BNY MELLON DYNAMIC TOTAL RET | $204,005 | $181,803 |
| BNY MELLON GLOBAL REAL RET FD | $500,000 | $468,957 |
| DREYFUS GLOBAL DYNAMIC BD INC | ||
| DREYFUS BASIC S&P 500 | ||
| DREYFUS US EQUITY FUND | ||
| DREYFUS INTL STOCK FUND | ||
| DREYFUS GLOBAL REAL RETURN FD | ||
| VANGUARD MID CAP VIPERS | $998,167 | $1,257,258 |
| VANGUARD SMALL CAP VIPERS | $309,422 | $562,193 |
| VANGUARD EMERGING MARKETS | $787,817 | $620,675 |
| GATEWAY FUND | ||
| 361 GLOBAL LONG SHORT EQ FD | ||
| NEUBERGER BERMAN LONG SHORT FD | $312,896 | $300,728 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|
| FURNITURE | $7,625 | $7,625 |
| COMPUTER EQUIP. | $3,364 | $3,364 |
| SOFTWARE | $3,575 | $3,575 |
| FURNITURE | $1,549 | $1,549 |
| COMPUTER | $4,985 | $4,985 |
| TYPEWRITER | $444 | $444 |
| SOFTWARE | $8,306 | $8,306 |
| FURNITURE | $740 | $740 |
| COMPUTER SOFTWARE | $3,139 | $3,139 |
| COMPUTER SOFTWARE | $2,460 | $2,460 |
| COMPUTER SOFTWARE | $2,373 | $2,373 |
| COMPUTER SOFTWARE | $2,492 | $2,492 |
| COMPUTER SOFTWARE | $2,677 | $2,677 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMERCIAL INSURANCE | $3,345 | $502 | $2,843 |
| OFFICE EQUIPMENT | $2,686 | $403 | $2,283 |
| OFFICE SUPPLIES | $11,626 | $1,744 | $9,882 |
| POSTAGE | $181 | $27 | $154 |
| TELEPHONE EXPENSES | $2,816 | $422 | $2,394 |
| MISCELLANEOUS EXPENSE | $1,944 | $292 | $1,652 |
| OFFICE MISCELLANEOUS | $7,141 | $1,071 | $6,070 |
| INTERNET EXPENSE | $748 | $112 | $636 |
| NEW YORK REGISTRATION FEES | $750 | $113 | $637 |
| COMPUTER SOFTWARE | $969 | $145 | $824 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Invesco non us Partnership - other | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BNY MELLON INVESTMENT MGMT FEE | $106,133 | $106,133 | |
| COMPUTER CONSULTING | $1,870 | $281 | $1,589 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| STATE OF NEW YORK | $275 |
| EXCISE TAX | $26,617 |
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