JOHN L NEU FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOHN L NEU FAMILY FOUNDATION INC (EIN 13-3731089)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349103110
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T12:46:16-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 130485070 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERDON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133731089 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN AND WENDY NEU FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6464676700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 78 JOHN MILLER WAY NO 102 | AddressLine1Txt |
| City | KEARNY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07032 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY K NEU | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6464676700 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARCO SVAGNA | PreparerPersonNm |
| PTIN | P00217291 | PTIN |
| Phone | 2128320400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.125.164.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 13:18:52 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 82439282CC8ECD7994707A0112ECB74666350CF9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,164,255 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8,113 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,113 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $599,803 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $599,803 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $599,803 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $607,916 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $607,916 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,322 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,161 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,161 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $29,743 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,510 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,065 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,671 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,161 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,515,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,515,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,555,565 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,671 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,520,661 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$947,649 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $598,245 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,432,985 | CashBOYAmt |
| Cash EOY | $929,492 | CashEOYAmt |
| Cash EOYFMV | $929,492 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $654 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $654 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $654 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $400,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $900,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $524,658 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,004,863 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $700,451 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $700,451 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $9,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,847,502 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,539,597 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,164,255 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $46,238 | AccountsPayableBOYAmt |
| Mortgages And Notes Payable BOY | $800,000 | MortgagesAndNotesPayableBOYAmt |
| Other Liabilities BOY | $504,277 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,025 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,350,515 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,025 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,496,987 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,536,572 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,496,987 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,536,572 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,847,502 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,539,597 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,496,987 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$947,649 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,003,357 | OtherIncreasesAmt |
| Subtotal | $2,552,695 | SubtotalAmt |
| Other Decreases | $16,123 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,536,572 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $153,674 | $153,674 | $153,674 |
| THRU SAVANO PARTNERS | $4,911 | $4,911 | $4,911 |
| PUBLICLY TRADED SECURITIES | $441,218 | $441,218 | $441,218 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $599,803 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,931,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,245,002 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.558961 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,133,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,120,808 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.517714 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,521,650 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,119,513 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.495821 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,504,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,569,880 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.278801 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,749,237 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,034,579 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.351256 | DistributionYr5Rt |
| Total Distribution | 3.202553 | TotalDistributionRt |
| Average Distribution | 0.640511 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,720,160 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,101,781 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,982 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,107,763 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,520,661 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,982 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,982 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,982 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,782 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,782 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $800 | OverpaymentAmt |
| Applied To ES Tax | $800 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WENDY K NEU | IndividualWithBooksNm |
| Phone | 6464676700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 FIFTH AVENUE SUITE 600 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| WENDY K NEU | ||||||||
| 63 WEST 17TH STREET APT 8A | NEW YORK | NY | 10011 | PRESIDENT/DIRECTOR | 0.25 | $0 | $0 | $0 |
| PETER KELMAN | ||||||||
| 120 FIFTH AVENUE SUITE 600 | NEW YORK | NY | 10011 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| STEVE NISLICK | ||||||||
| 120 FIFTH AVENUE SUITE 600 | NEW YORK | NY | 10011 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JACQUELINE KELMAN BISBEE | ||||||||
| 120 FIFTH AVENUE SUITE 600 | NEW YORK | NY | 10011 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $524,173 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,212,528 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,654 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,746,355 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,746,355 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,195 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,720,160 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,008 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,008 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,982 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,982 | TotalTaxAmt |
| Distributable Before Adj | $80,026 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $80,026 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $80,026 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,520,661 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,520,661 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,982 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,514,679 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $80,026 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,647,534 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,876,006 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,066,800 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,825,606 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,671,246 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,087,192 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,520,661 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $80,026 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,440,635 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,527,827 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,647,534 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,880,293 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,876,006 | ExcessFromYear4Amt |
| Excess From Year3 | $4,066,800 | ExcessFromYear3Amt |
| Excess From Year2 | $1,825,606 | ExcessFromYear2Amt |
| Excess From Year1 | $2,671,246 | ExcessFromYear1Amt |
| Excess From Current Year | $1,440,635 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BENNINGTON COLLEGE | ||||||
| 1 COLLEGE DR | BENNINGTON | VT | 05201 | PC | EDUCATIONAL | $100,000 |
| THE HUMANE SOCIETY OF THE UNITED STATES | ||||||
| 1255 23RD ST NW | WASHINGTON | DC | 20037 | PC | DONATION TO HELP PROTECT ANIMALS | $100,000 |
| ADOPT-A-PET | ||||||
| 310 N INDIAN HILL BLVD 800 | CLAREMONT | CA | 91711 | PC | DONATION TO HELP PROTECT ANIMALS | $7,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY | ||||||
| 535 W 116TH ST | NEW YORK | NY | 10027 | PC | DONATION TO PROVIDE STAFFING OF QUARTERLY BOARD MEETINGS, ANNUAL BOARD MEETINGS, AND ORIENTATION OF NEW TRUSTEES | $250,000 |
| COMPANION ANIMAL PLACEMENT | ||||||
| C/O ROBIN MURPHY 51 CHESTNUT ST | RENSSELAER | NY | 12144 | PC | DONATION TO HELP RESCUE AND PLACE HOMELESS COMPANION ANIMALS IN LOVING HOMES | $265,000 |
| CLINTON FIRE DEPARTMENT | ||||||
| 1 NEW ST | CLINTON | NJ | 08809 | PC | DONATION TO MITGATE THE IMPACT OF HAZARDOUS SITUATIONS ON LIFE, PROPERTY, AND ENVIORNMENT | $1,000 |
| BRENNAN CENTER FOR JUSTICE | ||||||
| 161 6TH AVENUE | NEW YORK | NY | 10013 | PC | DONATION TO REFORM, REVITALIZE, AND SUPPORT THE LAWS AND TO HELP FIGHT DEMOCRACY AND JUSTICE | $300,000 |
| GETTING OUT AND STAYING OUT | ||||||
| 75 E 116TH ST | NEW YORK | NY | 10029 | PC | EMPOWERS YOUNG MEN TO AVOID INVOLVEMENT IN THE CRIMINAL JUSTICE SYSTEM | $10,000 |
| ANIMAL HAVEN | ||||||
| 200 CENTRE ST | NEW YORK | NY | 10013 | PC | DONATION TO PROVIDE HOMES AND ABANDONED CATS AND DOGS THROUGHOUT THE TRI-STATE AREA | $45,000 |
| THE WILD BIRD FUND | ||||||
| 565 COLUMBUS AVE | NEW YORK | NY | 10024 | PC | TO PROVE MEDICAL CARE AND REHABILITATE DISTRESSED WILDLIFE ANIMALS | $3,000 |
| NYNJ BAYKEEPER | ||||||
| 52 W FRONT ST | KEYPORT | NJ | 07735 | PC | DONATION TO HELP CONSERVE AND RESTORE THE PRODUCTIVITY OF THE HUDSON RARITAN ESTUARY | $75,000 |
| CONSERVATION LAW FOUNDATION | ||||||
| 62 SUMMER ST | BOSTON | MA | 02110 | PC | CLF PROTECTS NEW ENGLAND'S ENVIRONMENT FOR THE BENEFIT OF ALL PEOPLE | $75,000 |
| LOWER EAST SIDE ECOLOGY CENTER | ||||||
| PO BOX 20488 | NEW YORK | NY | 10009 | PC | DONATION TO PROVIDE UNIQUE E-WASTE AND COMPOSTING SERVICES, ENVIRONMENTAL STEWARDSHIP OPPORTUNITIES, AND EDUCATIONAL PROGRAMMING | $2,500 |
| PETA | ||||||
| 501 FRONT STREET | NORFOLK | VA | 23510 | PC | DONATION TO ESTABLISH AND PROTECT THE RIGHTS OF ALL ANIMALS | $250,000 |
| WATERFRONT ALLIANCE | ||||||
| 217 WATER ST | NEW YORK | NY | 10038 | PC | DONATION TO PROTECT, TRANSFORM, AND REVITALIZE HARBOR AND WATERFRONT OF NEW YORK | $5,000 |
| DEMOCRACY NOW | ||||||
| 207 WEST 25TH STREET 11TH FLOOR | NEW YORK | NY | 10001 | PC | DONATION TO PRODUCE A DAILY, GLOBAL, INDEPENDENT NEWS HOUR | $5,000 |
| PAW WARRIORS INC | ||||||
| 355 SPRING TIME ST | SPRING HILL | FL | 34608 | PC | DONATION TO HELP PROTECT ANIMALS | $5,000 |
| HACKENSACK RIVERKEEPER | ||||||
| 321 MAIN ST | HACKENSACK | NJ | 07601 | PC | TO HELP LOCAL, STATE, AND FEDERAL AGENCIES IDENTIFY SOURCES OF POLLUTION | $7,000 |
| LIBERTY HUMANE SOCIETY | ||||||
| 235 JERSEY CITY BLVD | JERSEY CITY | NJ | 07305 | PC | COMMUNITY OF COMPASSION AND RESPECT AND PROVIDE ANIMALS IN NEED WITH A CHANCE AT A LIFE LONG LIVING HOME | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,515,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,113 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $599,803 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $607,916 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $607,916 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,322 | Amt |
| Net Investment Income | $5,161 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,161 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,260 SHARES OF AMALGAMATED BANK FKA NEW RESOURCE BANCORP | $400,000 | $24,658 |
| INVESTMENT IN HIGHMORE | $500,000 | $500,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SAVANO CAPITAL PARTNERS II LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $700,451 | BookValueAmt |
| EOYFMV | $700,451 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FEDERAL INCOME TAX | Desc |
| BOY Book Value | $9,000 | BOYBookValueAmt |
| EOY Book Value | $9,000 | EOYBookValueAmt |
| EOYFMV | $9,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DECREASES | Desc |
| Amt | $16,123 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEE EXPENSE | $3,025 | $3,025 | $0 |
| OTHER EXPENSES - PASS-THROUGH | $1,485 | $1,485 | $0 |
| OTHER EXPENSES NON-DEDUCTIBLE PASS-THROUGH | $25,233 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCREASES | Desc |
| Amt | $1,003,357 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| AUTONOMY GLOBAL | $303,086 | $0 |
| GARELICK CAPITAL PARTNERS | $201,191 | $0 |
| DUE TO HUGONEU | $0 | $3,025 |
Comments