HEARTFELT WINGS FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HEARTFELT WINGS FOUNDATION INC (EIN 47-4805154)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-10
- IRS object ID
- 202011929349101121
- 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
- Amortization Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-10T11:41:53-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 MELVILLE PARK RD | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | 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 | 474805154 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEARTFELT WINGS FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARIANNE DOLAN WEBER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RICHARD BACCARI | InCareOfNm |
| Business Name Control | HEAR | BusinessNameControlTxt |
| Phone | 9148045478 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1014 | AddressLine1Txt |
| City | YORKTOWN HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10598 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIANNE DOLAN WEBER | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 9148045478 | PhoneNum |
| Signature | 2020-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROLYN MAZZENGA | PreparerPersonNm |
| PTIN | P00132133 | PTIN |
| Phone | 6314144000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.19.127.190 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 12486720201925000007 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0C38342DB16B38D913E42CDCB0F3C4681FBBC50F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DD190A912A364DA14B50EEF01AE8D3366EE1126C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-01-07 14:23:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,787,214 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 |
| Dividends Rev And Expnss | $382,710 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $382,710 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $157,725 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,004,462 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $157,725 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $540,435 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $540,435 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,635 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,318 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,317 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $49,108 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,108 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,577 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,651 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $909 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $468 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $274 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $194 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,697 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,351 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,511 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,812,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,812,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,879,697 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,351 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,814,511 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,339,262 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $487,084 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $215,997 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $206,537 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $206,537 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,629 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,629 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $17,758,420 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,673,048 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,673,048 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,628,202 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,830,383 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,830,383 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $20,936 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $54,472 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $54,472 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,623 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $10,532 | LandBOYAmt |
| Land EOY | $9,623 | LandEOYAmt |
| Land EOYFMV | $9,623 | LandEOYFMVAmt |
| Other Assets BOY | $20,824 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,522 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,522 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $29,654,911 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,787,214 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,787,214 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $29,654,911 | CapitalStockBOYAmt |
| Capital Stock EOY | $27,787,214 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,654,911 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,787,214 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,654,911 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,787,214 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,654,911 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,339,262 | ExcessRevenueOverExpensesAmt |
| Subtotal | $28,315,649 | SubtotalAmt |
| Other Decreases | $528,435 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,787,214 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - C ST | P | $2,032,916 | $1,995,375 | $37,541 | $37,541 |
| PUBLICLY TRADED SECURITIES -C LT | P | $4,917,183 | $4,797,262 | $119,949 | $119,921 |
| PUBLICLY TRADED SECURITIES - BOA ST | P | $29,140 | $30,000 | -$860 | -$860 |
| PUBLICLY TRADED SECURITIES BOA LT | P | $25,223 | $24,128 | $1,095 | $1,095 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $157,725 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,750,640 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $31,595,205 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.087059 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $31,243 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,796,561 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.004007 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $31,962 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $231,655 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.137972 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $379 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Total Distribution | 0.229038 | TotalDistributionRt |
| Average Distribution | 0.05726 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $29,374,377 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,681,977 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,871 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,686,848 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,814,511 | 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 | $4,871 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,871 | SubtotalAmt |
| Tax Based On Investment Income | $4,871 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,629 | OverpaymentAmt |
| Applied To ES Tax | $3,629 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD BACCARI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9148045478 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1014 | AddressLine1Txt |
| City | YORKTOWN HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10598 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARIANNE DOLAN WEBER | ||||||||
| PO BOX 1014 | YORKTOWN HEIGHTS | NY | 10598 | PRESIDENT | 10.0 | $0 | $0 | $0 |
| MARIANNE ROSE WEBER | ||||||||
| 33 SOUTHARD AVE | ROCKVILLE CENTRE | NY | 11570 | SECRETARY | 1.0 | $0 | $0 | $0 |
| CHARLES F DOLAN | ||||||||
| 34 ACORN LANE | YORKTOWN HEIGHTS | NY | 10598 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| RICHARD BACCARI | ||||||||
| PO BOX 1014 | YORKTOWN HEIGHTS | NY | 10598 | TREASURER | 1.0 | $0 | $0 | $0 |
| KATHLEEN M DOLAN | ||||||||
| PO BOX 1014 | YORKTOWN HEIGHTS | NY | 10598 | BOARD MEMBER | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $29,448,010 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $332,990 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $40,703 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,821,703 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,821,703 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $447,326 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,374,377 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,468,719 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,468,719 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,871 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,871 | TotalTaxAmt |
| Distributable Before Adj | $1,463,848 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,463,848 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,463,848 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,814,511 | 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 | $1,814,511 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,871 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,809,640 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,463,848 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $850,469 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $850,469 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,814,511 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,463,848 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $350,663 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,201,132 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,201,132 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $850,469 | ExcessFromYear1Amt |
| Excess From Current Year | $350,663 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARIANNE DOLAN WEBER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Hospital For Special Surgery | |||||||
| 535 E 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | SUMMER INTERN PROGRAMMING | $6,000 |
| The Viscardi Center | |||||||
| 201 I U WILLETS ROAD | ALBERTSON | NY | 11507 | NONE | PC | 2019 HEARTFELT WINGS FOUNDATION TEACHER APPRECIATION GRANT | $5,000 |
| MOLLOY COLLEGE | |||||||
| 1000 HEMPSTEAD AVENUE PO BOX 5002 | ROCKVILLE CENTRE | NY | 11571 | NONE | PC | El Salvado Service Experience 2019 | $25,000 |
| Cold Spring Harbor Laboratory | |||||||
| PO BOX 100 ONE BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | NONE | PC | Dolan DNA Learning Center | $125,000 |
| Fairfield University | |||||||
| 1073 NORTH BENSON ROAD | FAIRFIELD | CT | 06824 | NONE | PC | General Fund | $1,550,000 |
| Hospital For Special Surgery | |||||||
| 535 E 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | Research Assistant Grant | $40,000 |
| American Group Psychotherapy Association | |||||||
| po box 95876 | seattle | WA | 98145 | none | PC | Camp Galaxy | $10,000 |
| PAN MASSACHUSETTS CHALLENGE | |||||||
| 77 fourth avenue | needham | MA | 02494 | none | PC | Team Greatful Living | $1,000 |
| Purple Crayon Productions Inc | |||||||
| c/o richard baccari po box 1014 | yorktown heights | NY | 10598 | none | PC | GENERAL OPERATING SUPPORT | $25,000 |
| MOLLOY COLLEGE | |||||||
| 1000 HEMPSTEAD AVENUE PO BOX 5002 | ROCKVILLE CENTER | NY | 11571 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,812,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COLD SPRING HARBOR LABORATORY | |||||||
| PO BOX 100 ONE BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | none | PC | DOLAN DNA LEARNING CENTER | $250,000 |
| FAIRFIELD UNIVERSITY | |||||||
| 1073 NORTH BENSON ROAD | FAIRFIELD | CT | 06824 | NONE | PC | GENERAL SUPPORT FUND | $4,500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,750,000 | TotalGrantOrContriApprvFutAmt |
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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $382,710 | 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 | $157,725 | 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 | $540,435 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $540,435 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,635 | Amt |
| Net Investment Income | $2,318 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,317 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | ORGANIZATION COSTS | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2015-09-03 | AcquiredCompletedOrExpendedDt |
| Amortized | $13,638 | AmortizedAmt |
| Deduction For Prior Years | $3,106 | DeductionForPriorYearsAmt |
| Amortization Period | 15.0 | AmortizationPeriodRt |
| Current Year Amortization | $909 | CurrentYearAmortizationAmt |
| Total Amortization | $4,015 | TotalAmortizationAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME - BOA | $51,959 | $51,959 |
| FIXED INCOME - CITI | $10,778,424 | $10,778,424 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PUBLICLY TRADED SECURITY | $9,570,883 | $9,570,883 |
| PUBLICLY TRADED SECURITY | $3,795,990 | $3,795,990 |
| PUBLICLY TRADED SECURITY | $1,698,257 | $1,698,257 |
| EQUITIES- CITI | $1,483,137 | $1,483,137 |
| EQUITIES- BOA | $124,781 | $124,781 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUND- BOA | FMV | $14,347 | $14,347 |
| WALTON STREET REAL EST FUND | FMV | $40,125 | $40,125 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDEND RECEIVABLE | $20,824 | $159 | $159 |
| DUE FROM REAL ESTATE FUND | $9,363 | $9,363 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES ON PORTFOLIO | Desc |
| Amt | $528,435 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| STATE REGISTERED AGENT | $194 | $194 | |
| PORTFOLIO DEDUCTION FROM K-1 | $274 | $274 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES - C | $20,000 | $20,000 |
| INVESTMENT FEES - C | $26,663 | $26,663 |
| INVESTMENT FEES - BOA | $2,445 | $2,445 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID - C | $1,594 | $1,594 |
| FOREIGN TAXES PAID - B | $57 | $57 |
| FEDERAL EXCISE TAXES -2018 | $6,055 | |
| FEDERAL EXCISE TAX- 2019 | $4,871 |
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