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GIDEON LODGE 140 BNAI BRITH HOUSING FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
GIDEON LODGE 140 BNAI BRITH HOUSING FOUNDATION INC (EIN 23-7329471)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202003219349103765
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)
Return2020-11-16T13:17:23-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN141555429PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1UHY ADVISORS NY INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 TOWER PLACE EXECUTIVE PARK 7THAddressLine1Txt
Address Line2FLOORAddressLine2Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12203ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237329471EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GIDEON LODGE #140BusinessNameLine1Txt
Business Name Line2B'NAI B'RITH HOUSING FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGIDEBusinessNameControlTxt
Phone5186945901PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO UHY ADVISORS INC 4 TOWER PLAAddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12203ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID HOLLANDERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5186945901PhoneNum
Signature2020-11-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM KAHNPreparerPersonNm
PTINP00543542PTIN
Phone5184493166PhoneNum
Preparation2020-11-16PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.99.101.4IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-16IPDt
IP Tm12:57:53IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id38E7433D79B23CE2B13F494A9A67D247C4C34F6DAtSubmissionFilingDeviceId
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$8,699,893FMVAssetsEOYAmt
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$196,068DividendsRevAndExpnssAmt
Dividends Net Invst Incm$196,068DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$123,558NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,282,649GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$123,558CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$319,626TotalRevAndExpnssAmt
Total Net Invst Incm$319,626TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,356LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$52,831OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$21,950OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,135TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$2,250OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Printing And Pub Rev And Expnss$430PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$0PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,418OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$62,420TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$21,950TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$439,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$439,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$501,420TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$460,950TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$181,794ExcessRevenueOverExpensesAmt
Net Investment Income$319,626NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,176CashBOYAmt
Cash EOY$8,203CashEOYAmt
Cash EOYFMV$8,203CashEOYFMVAmt
Corporate Stock BOY$3,249,056CorporateStockBOYAmt
Corporate Stock EOY$3,804,413CorporateStockEOYAmt
Corporate Stock EOYFMV$3,804,413CorporateStockEOYFMVAmt
Corporate Bonds BOY$3,145,710CorporateBondsBOYAmt
Corporate Bonds EOY$3,231,592CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,231,592CorporateBondsEOYFMVAmt
Other Investments BOY$1,471,108OtherInvestmentsBOYAmt
Other Investments EOY$1,655,685OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,655,685OtherInvestmentsEOYFMVAmt
Other Assets BOY$375OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$7,877,425TotalAssetsBOYAmt
Total Assets EOY$8,699,893TotalAssetsEOYAmt
Total Assets EOYFMV$8,699,893TotalAssetsEOYFMVAmt
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$7,877,425RetainedEarningBOYAmt
Retained Earning EOY$8,699,893RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,877,425TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,699,893TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,877,425TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,699,893TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,877,425TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$181,794ExcessRevenueOverExpensesAmt
Other Increases$1,004,262OtherIncreasesAmt
Subtotal$8,699,893SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,699,893TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
NET GAIN ON 2019 INVESTMENT TRANSACTIONS (WITH VARIOUS TRADE DATES)$1,261,991$1,159,091$102,900$102,900
CAPITAL GAINS DIVIDENDS$20,658$20,658$20,658P
FieldValueIRS element (for citing)
Capital Gain Net Income$123,558CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$447,653AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$8,544,859NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052389DistributionYr1Rt
Adjusted Qlfy Distri Yr2$411,154AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$8,451,887NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048646DistributionYr2Rt
Adjusted Qlfy Distri Yr3$300,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$7,952,082NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.037726DistributionYr3Rt
Adjusted Qlfy Distri Yr4$337,338AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,746,757NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050000DistributionYr4Rt
Total Distribution0.188761TotalDistributionRt
Average Distribution0.047190AverageDistributionRt
Net Vl Noncharitable Assets$8,422,125NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$397,440AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,196NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$400,636AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$460,950QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,196InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,196SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,196TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$121EsPenaltyAmt
Tax Due$3,317TaxDueAmt

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 AddressWWW.CFGCR.ORGWebsiteAddressTxt
Individual With BooksWILLIAM KAHN TREASURERIndividualWithBooksNm
Phone5184493166PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O UHY ADVISORS INC 4 TOWER PLACEAddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12203ZIPCd
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 (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID HOLLANDER
C/O THE FOUNDATION 4 TOWER PLACEALBANYNY12203PRESIDENT1.00$0$0$0
ILLENE SYKES
C/O THE FOUNDATION 4 TOWER PLACEALBANYNY12203FIRST VICE-PRESIDENT1.00$0$0$0
WILLIAM KAHN
C/O THE FOUNDATION 4 TOWER PLACEALBANYNY12203TREASURER1.00$0$0$0
ARTHUR ALOWITZ
C/O THE FOUNDATION 4 TOWER PLACEALBANYNY12203SECRETARY1.00$0$0$0
WILLIAM GOLDERMAN
C/O THE FOUNDATION 4 TOWER PLACEALBANYNY12203SECOND VICE-PRESIDENT1.00$0$0$0
RONALD GREENBERG
C/O THE FOUNDATION 4 TOWER PLACEALBANYNY12203DIRECTOR1.00$0$0$0
MICHAEL LURIE
C/O THE FOUNDATION 4 TOWER PLACEALBANYNY12203DIRECTOR1.00$0$0$0
JANE SANDERS
C/O THE FOUNDATION 4 TOWER PLACEALBANYNY12203DIRECTOR1.00$0$0$0
EDWARD MARINSTEIN
C/O THE FOUNDATION 4 TOWER PLACEALBANYNY12203DIRECTOR1.00$0$0$0
ANDREW SAFRANKO
C/O THE FOUNDATION 4 TOWER PLACEALBANYNY12203DIRECTOR1.00$0$0$0
ELLEN SAX
C/O THE FOUNDATION 4 TOWER PLACEALBANYNY12203DIRECTOR1.00$0$0$0
JAY ROSENBLUM
C/O THE FOUNDATION 4 TOWER PLACEALBANYNY12203DIRECTOR1.00$0$0$0
JEFFREY COHEN
C/O THE FOUNDATION 4 TOWER PLACEALBANYNY12203DIRECTOR1.00$0$0$0
HARRIS OBERLANDER
C/O THE FOUNDATION 4 TOWER PLACEALBANYNY12203DIRECTOR1.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE MISSION OF THE FOUNDATION IS TO GRANT FUNDS TO 501(C)3 / NOT-FOR-PROFIT ORGANIZATIONS WHICH SPONSOR CERTAIN HOUSING RELATED PROGRAMS IN THE CAPITAL AREA OF NEW YORK STATE. MORE SPECIFICALLY, THE FOUNDATION PROVIDES SUPPORT TO RESIDENTS OF LOW INCOME RENTAL HOUSING BY PROVIDING RENTAL DWELLING ACCOMMODATIONS AND RELATED SOCIAL AND RECREATIONAL FACILITIES. THROUGH B'NAI B'RITH'S RELATIONSHIP WITH THE COMMUNITY FOUNDATION OF THE GREATER CAPITAL REGION (CFGCR), CERTAIN PRELIMINARY COMPETITIVE GRANT CYCLE WORK EFFORTS, INCLUDING THE INITIAL REVIEW OF GRANT APPLICATIONS, AN ANALYSIS OF GRANTEE NEEDS AND PAST PERFORMANCE, FOLLOW-UP GRANTEE REPORTING AND THE INITIAL DETERMINATION OF GRANT RANKINGS ARE PERFORMED BY CFGCR. FINAL AWARD DECISIONS ARE COMPLETED BY THE B'NAI B'RITH GRANTS COMMITTEE AND, SUBSEQUENTLY, ITS BOARD OF DIRECTORS. IN 2019, $439,000 IN GRANTS WERE AWARDED TO APPROXIMATELY 30 COMMUNITY ORGANIZATIONS IN SUPPORT OF HOUSING RELATED PROGRAMS.Description1Txt
Expenses1$439,000Expenses1Amt

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$8,540,692AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,689AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,550,381TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,550,381AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$128,256CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,422,125NetVlNoncharitableAssetsAmt
Minimum Investment Return$421,106MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$421,106MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,196TaxBasedOnInvestmentIncomeAmt
Total Tax$3,196TotalTaxAmt
Distributable Before Adj$417,910DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$417,910DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$417,910DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$460,950ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$460,950QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,196PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$457,754AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$417,910DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$22,266ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$22,266TotalExcessDistributionCyovAmt
Qualifying Distributions$460,950QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$417,910AppliedToCurrentYearAmt
Remaining Distri From Corpus$43,040RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$65,306TotalCorpusAmt
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$65,306ExcessDistriCyovToNextYrAmt
Excess From Year1$22,266ExcessFromYear1Amt
Excess From Current Year$43,040ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALBANY HOUSING COALITION INC
278 CLINTON AVEALBANYNY12210N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$20,000
ALBANY JEWISH COMMUNITY CENTER
340 WHITEHALL RDALBANYNY12208N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$25,000
BETTER NEIGHBORHOODS INC
120 EMMONS STSCHENECTADYNY12304N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$15,000
BOYS AND GIRLS CLUBS OF THE CAPITAL AREA
21 DELAWARE AVEALBANYNY12210N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$10,000
CAPITAL AREA COUNCIL OF CHURCHES UNUSED GRANT FUNDS FROM PRIOR YEAR
646 STATE STALBANYNY12203N/A501(C)3 ORGANIZATIONRETURN OF PRIOR YEAR UNEXPENDED GRANT FUNDS-$5,000
CAPITAL ROOTS INC
594 RIVER STTROYNY12180N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$17,500
CHABAD AT UNION COLLEGE
225 SEWARD PLSCHENECTADYNY12305N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$5,000
CHABAD LUBAVITCH OF SARATOGA COUNTY
130 CIRCULAR STSARATOGA SPRINGSNY12866N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$2,500
CITY MISSION OF SCHENECTADY
425 HAMILTON STSCHENECTADYNY12305N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$5,000
DAUGHTERS OF SARAH FOUNDATION INC
180 WASHINGTON AVE EXTALBANYNY12203N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$18,000
EQUINOX INC
320 NEW SCOTLAND AVEALBANYNY12208N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$20,000
FOOD PANTRIES FOR THE CAPITAL DISTRICT INC
32 ESSEX STALBANYNY12206N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$20,000
HOMELESS AND TRAVELERS AID SOCIETY
138 CENTRAL AVEALBANYNY12206N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$20,000
INTERFAITH PARTNERSHIP FOR THE HOMELESS
176 SHERIDAN AVEALBANYNY12210N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$20,000
JEWISH COMMUNITY CENTER OF SCHENECTADY
2565 BALLTOWN RDSCHENECTADYNY12309N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$25,000
JEWISH FAMILY SERVICES OF NORTHEASTERN NY
877 MADISON AVEALBANYNY12208N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$8,000
JEWISH FEDERATION OF NORTHEASTERN NY
184 WASHINGTON AVE EXTALBANYNY12203N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$25,000
JOSEPH'S HOUSE AND SHELTER INC
74 FERRY STTROYNY12180N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$15,000
LEGAL AID SOCIETY OF NORTHEASTERN NY
95 CENTRAL AVEALBANYNY12206N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$15,000
MECHANICVILLE AREA COMMUNITY SERVICES CENTER INC
6 SOUTH MAIN STMECHANICVILLENY12118N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$7,500
NEW YORK STATEWIDE SENIOR ACTION COUNCIL INC
275 STATE STALBANYNY12110N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$10,000
REFUGEE AND IMMIGRANT SUPPORT SERVICES RISSE
715 MORRIS STALBANYNY12208N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$12,000
SCHENECTADY COMMUNITY ACTION PROGRAM INC
913 ALBANY STSCHENECTADYNY12307N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$15,000
SENIOR SERVICE CENTERS OF THE ALBANY AREA INC
28 COLVIN AVEALBANYNY12206N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$15,000
SHABBOS HOUSE CHABAD CENTER
320 FULLER RDALBANYNY12203N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$3,500
SHALOM FOOD PANTRY
393 DELAWARE AVEDELMARNY12054N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$5,000
ST CATHERINE'S CENTER FOR CHILDREN
40 NORTH MAIN AVEALBANYNY12203N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$10,000
TAP INC
210 RIVER STTROYNY12180N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$15,000
TRINITY ALLIANCE OF THE CAPITAL REGION INC
15 TRINITY PLALBANYNY12202N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$25,000
UNITED TENANTS OF ALBANY INC
255 ORANGE STALBANYNY12210N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$20,000
X-QUEST INC
826 STATE STSCHENECTADYNY12307N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$5,000
YWCA OF SCHENECTADY
44 WASHINGTON AVESCHENECTADYNY12305N/A501(C)3 ORGANIZATIONRESTRICTED PROGRAM GRANT$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$439,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$196,068RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$123,558RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$319,626RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$319,626TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4THE FOUNDATION'S INVESTMENTS ALLOW FOR THE ANNUAL FUNDING OF GRANTS.
8THE FOUNDATION'S INVESTMENTS ALLOW FOR THE ANNUAL FUNDING OF GRANTS.

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME SECURITIESBondNm
EOY Book Value$3,231,592EOYBookValueAmt
EOYFMV$3,231,592EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITY SECURITIESStockNm
EOY Book Value$3,804,413EOYBookValueAmt
EOYFMV$3,804,413EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
OTHER MANAGED INVESTMENTS / OVERLAYFMV$1,587,881$1,587,881
INVESTMENT CASHAT COST$67,804$67,804

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,356LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescSECURITY DEPOSITDesc
BOY Book Value$375BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINSURANCE (D+O)Desc
Revenue And Expenses Per Books$1,418RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT FOR UNREALIZED GAIN/LOSSDesc
Amt$1,004,262Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GRANT ADMINISTRATION FEES (CFGCR-SEE STMT 14)$21,950$0$21,950
INVESTMENT MANAGEMENT FEES (BERNSTEIN)$30,881$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$3,885$0$0
NYS CHAR 500 FEE$250$0$0

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