BETA

THOMAS E HARVEY & CATHLEEN P BLACK FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THOMAS E HARVEY & CATHLEEN P BLACK FOUNDATION (EIN 35-7160987)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-12
IRS object ID
202003179349100745
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-12T10:14:07-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN132738625PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DDK & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PENN PLAZA 6TH FLRAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10119ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN357160987EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THOMAS E HARVEY & CATHLEEN P BLACKBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTHOMBusinessNameControlTxt
Phone2125991381PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO BBM 501 MADISON AVENUE NO 60AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCATHLEEN P BLACKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2125991381PhoneNum
Signature2020-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY FEINMANPreparerPersonNm
PTINP00227146PTIN
Phone2129970600PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.105.226.114IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-09IPDt
IP Tm10:09:53IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id2A409D00A2C46BC5DE887D1A89DBBB35B2AF9E63AtSubmissionCreationDeviceId
At Submission Filing Device IdE205976B2AD69D5ED8690016A70DF69A5660C395AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,878,688FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$73,481DividendsRevAndExpnssAmt
Dividends Net Invst Incm$73,481DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,141NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$993,123GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,141CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$75,622TotalRevAndExpnssAmt
Total Net Invst Incm$75,622TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$2,274TaxesRevAndExpnssAmt
Taxes Net Invst Incm$345TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$33,878OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$33,628OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$36,152TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$33,973TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$192,340ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$192,340ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$228,492TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$33,973TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$192,590TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$152,870ExcessRevenueOverExpensesAmt
Net Investment Income$41,649NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$124,584CashBOYAmt
Cash EOY$24,035CashEOYAmt
Cash EOYFMV$24,035CashEOYFMVAmt
Sav And Temp Cash Invst BOY$49,156SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$202,838SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$202,838SavAndTempCashInvstEOYFMVAmt
Other Assets BOY$2,619,482OtherAssetsBOYAmt
Other Assets EOY$2,413,479OtherAssetsEOYAmt
Other Assets EOYFMV$2,651,815OtherAssetsEOYFMVAmt
Total Assets BOY$2,793,222TotalAssetsBOYAmt
Total Assets EOY$2,640,352TotalAssetsEOYAmt
Total Assets EOYFMV$2,878,688TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,793,222RetainedEarningBOYAmt
Retained Earning EOY$2,640,352RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,793,222TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,640,352TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,793,222TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,640,352TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,793,222TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$152,870ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,640,352SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,640,352TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
NATIONAL FINANCIAL SERVICES LLC NBJ-002603$373,089$372,926$163$163
NATIONAL FINANCIAL SERVICES LLC NBJ-002602$97,414$105,284-$7,870-$7,870
NATIONAL FINANCIAL SERVICES LLC NBJ-002602$247,435$250,900-$3,465-$3,465
NATIONAL FINANCIAL SERVICES LLC NBJ-002604$194,971$194,222$749$749
NATIONAL FINANCIAL SERVICES LLC NBJ-002604$79,360$67,650$11,710$11,710
CAPITAL GAINS DIVIDENDS$854$854$854P
FieldValueIRS element (for citing)
Capital Gain Net Income$2,141CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$164,183AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,890,656NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.056798DistributionYr1Rt
Adjusted Qlfy Distri Yr2$159,691AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,941,057NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.054297DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$679,650NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Total Distribution0.111095TotalDistributionRt
Average Distribution0.037032AverageDistributionRt
Net Vl Noncharitable Assets$2,776,922NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$102,835AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$416NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$103,251AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$192,590QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$416InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$416SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$416TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$584OverpaymentAmt
Applied To ES Tax$584AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBRAUN BUSINESS MANAGEMENTIndividualWithBooksNm
Phone2125996013PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 MADISON AVENUE SUITE 601AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CATHLEEN P BLACK
C/O BRAUN 501 MADISON AVE SUITE 601NEW YORKNY10022TRUSTEE3.00$0$0$0
THOMAS E HARVEY
C/O BRAUN 501 MADISON AVE SUITE 601NEW YORKNY10022TRUSTEE3.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,611,303AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$207,907AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,819,210TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,819,210AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$42,288CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,776,922NetVlNoncharitableAssetsAmt
Minimum Investment Return$138,846MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$138,846MinimumInvestmentReturnAmt
Tax Based On Investment Income$416TaxBasedOnInvestmentIncomeAmt
Total Tax$416TotalTaxAmt
Distributable Before Adj$138,430DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$138,430DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$138,430DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$192,590ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$192,590QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$416PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$192,174AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$138,430DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$11,964ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$21,484ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$33,448TotalExcessDistributionCyovAmt
Qualifying Distributions$192,590QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$138,430AppliedToCurrentYearAmt
Remaining Distri From Corpus$54,160RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$87,608TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$87,608ExcessDistriCyovToNextYrAmt
Excess From Year2$11,964ExcessFromYear2Amt
Excess From Year1$21,484ExcessFromYear1Amt
Excess From Current Year$54,160ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCATHLEEN P BLACKContributingManagerNm
Contributing ManagerTHOMAS E HARVEYContributingManagerNm
Shareholder ManagerCATHLEEN P BLACKShareholderManagerNm
Shareholder ManagerTHOMAS E HARVEYShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
564 PARK AVE PRESERVATION FOUNDATION
564 PARK AVENEW YORKNY10065POFGENERAL USE$250
ALL STARS PROJECT
543 W 42ND STNEW YORKNY10036POFGENERAL USE$2,500
ALZHEIMER'S DRUG DISCOVERY FOUNDATION
57 WEST 57TH STNEW YORKNY10019PCGENERAL USE$2,000
AMERICAN ASSOCIATES OF THE NATIONAL THEATRE
247 W 30TH ST 8FNEW YORKNY10001POFGENERAL USE$940
ART STUDENTS LEAGUE OF NEW YORK
215 W 57TH STNEW YORKNY10019POFGENERAL USE$25,000
BAY STREET THEATER
PO BOX 810SAG RARBORNY11963POFGENERAL USE$100
BREAST CANCER RESEARCH FOUNDATION
28 W 44TH ST 609NEW YORKNY10036POFGENERAL USE$2,500
CASITA MARIA CENTER FOR ARTS & EDUCATION
928 SIMPSON STBRONXNY10459POFGENERAL USE$1,000
CENTRAL PARK CONSERVANCY INC
14 EAST 60TH STREETNEW YORKNY10022PCGENERAL USE$2,000
CHAMBER MUSIC SOCIETY OF LINCOLN CENTER
70 LINCOLN CENTER PLAZANEW YORKNY10021POFGENERAL USE$2,500
CHURCH OF ST IGNATIUS LOYOLA
980 PARK AVENEW YORKNY10028CHURCHGENERAL USE$1,000
COUNCIL ON FOREIGN RELATIONS
58 E 68TH STNEW YORKNY10065PCGENERAL USE$3,000
FOURTH OF JULY PARADE
151 WEST 34TH STREETNEW YORKNY10001POFGENERAL USE$100
FRESH AIR FUND
633 3RD AVENEW YORKNY10017POFGENERAL USE$1,000
GEORGE W BUSH INSTITUTE
2943 SMU BOULEVARDDALLASTX75205POFGENERAL USE$5,000
HOPE COMMUNITY CENTER INC
800 S HAWTHORNE AVEAPOPKAFL32703POFGENERAL USE$5,000
JOHN TYLER COMMUNITY COLLEGE
13101 JEFFERSON DAVIS HWYCHESTERVA23831POFGENERAL USE$2,000
KENT SCHOOL CORPORATION
1 MACEDONIA RDKENTCT06757POFGENERAL USE$10,000
LINCOLN CENTER FOR THE PERFORMING ARTS
10 LINCOLN CENTER PLAZANEW YORKNY10023PCGENERAL USE$35,000
LSA FAMILY HEALTH SERVICE
333 E 115TH STNEW YORKNY10029POFGENERAL USE$500
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028PCGENERAL USE$5,000
NEW HOUR FOR WOMEN AND CHILDREN
PO BOX 213BRENTWOODNY11717POFGENERAL USE$6,000
PATH FORWARD
3 PARK AVENUENEW YORKNY10016PCGENERAL USE$10,000
SMITHLAWN HOME
711 76TH STLUBBOCKTX79404POFGENERAL USE$1,000
ST PHILIP NERI CATHOLIC CHURCH
3021 GRAND CONCOURSEBRONXNY10468PCGENERAL USE$100
SUSAN G KOMEN BREAST CANCER FOUNDATION
5005 LBJ FREEWAYDALLASTX75244PCGENERAL USE$2,500
THE ARMORY ART CENTER INC
811 PARK PLACEWEST PALM BEACHFL33401PCGENERAL USE$5,000
TRINITY UNIVERSITY
ONE TRINITY PLACESAN ANTONIOTX78212POFGENERAL USE$5,000
UNIVERSITY OF NOTRE DAME
UNIVERSITY OF NOTRE DAMENOTRE DAMEIN46556POFGENERAL USE$50,000
VISITING NURSE SERVICE OF NEW YORK
1250 BROADWAYNEW YORKNY10001PCGENERAL USE$1,000
WOMEN IN NEED
115 WEST 31ST STREETNEW YORKNY10001PCGENERAL USE$1,000
ISANGO ENSEMBLE
5 COLUMBUS CIRCLENEW YORKNY10019POFGENERAL USE$1,000
MORGAN STATE UNIVERSITY
1700 E COLD SPRING LNBALTIMOREMD21251POFGENERAL USE$250
MOUNT SINAI HEALTH SYSTEM
ONE GUSTAVE L LEVY PLACE BOX 1049NEW YORKNY10029POFGENERAL USE$500
NEW SKETE MONASTERIES
273 NEW SKETE LANECAMBRIDGENY12816POFGENERAL USE$250
STUDENT LEADERSHIP NETWORK
322 EIGHTH AVE 4TH FLOORNEW YORKNY10001POFGENERAL USE$1,000
THE NEW YORK PUBLIC LIBRARY
476 5TH AVENEW YORKNY10018POFGENRAL USE$100
THE STUDIO MUSEUM IN HARLEM
144 W 125TH STNEW YORKNY10027POFGENERAL USE$250
WHITE HOUSE FELLOWSHIP
1750 PENNSYLVANIA AVENUE NW 300WASHINGTONDC20006POFGENERAL USE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$192,340TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$73,481ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,141ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$75,622ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$75,622TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescBROKERAGE ACCOUNTSDesc
BOY Book Value$2,619,482BOYBookValueAmt
EOY Book Value$2,413,479EOYBookValueAmt
EOYFMV$2,651,815EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL AD$250$0$250
INVESTMENT FEES$19,137$19,137$0
ACCRUED INTEREST ON PURCHASE OF OBLIGATIONS$1,863$1,863$0
BOND PREMIUM AMORTIZATION$6,598$6,598$0
LEGAL AND PROFESSIONAL$6,000$6,000$0
BANK CHARGES$30$30$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$345$345$0
EXCISE TAX$929$0$0
TAXES$1,000$0$0

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