JOELSON FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JOELSON FOUNDATION (EIN 13-6220799)
- Tax period
- 2018-04-01 to 2019-03-31
- Filed
- 2020-02-13
- IRS object ID
- 202030449349100203
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-13T08:51:57-06:00 | ReturnTs |
| Tax Period End | 2019-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUM SMITH BROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 506 CARNEGIE CENTER STE 400 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085406243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136220799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Joelson Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BARBARA J FIFE | InCareOfNm |
| Business Name Control | JOEL | BusinessNameControlTxt |
| Phone | 6095201188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WSB 506 CARNEGIE CENTER Suite 400 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA FIFE | PersonNm |
| Person Title | PRES | PersonTitleTxt |
| Phone | 2122460230 | PhoneNum |
| Signature | 2020-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HAL R TERR | PreparerPersonNm |
| PTIN | P00360976 | PTIN |
| Phone | 6095201188 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.119.199.60 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22006220200445000021 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-02-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 180D04E1C9F463F721D0C051F131F1FB85BDF3A7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D1A85E72F11DAAFAB7E7F2B7331347C0669549EA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,285,562 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,971 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,971 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $351,462 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $351,462 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $717,955 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,962,444 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $717,955 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,072,390 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,072,390 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $191,008 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,651 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $162,357 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $70,354 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $10,553 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $59,801 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $37,678 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,652 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $32,026 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,729 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,959 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $16,770 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $116,017 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $110,223 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,794 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $550 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $300 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $446 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $67 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $108,888 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $16,333 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $92,555 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,199 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,048 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,151 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $569,869 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $178,486 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $390,754 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $796,323 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $796,323 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,366,192 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $178,486 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,187,077 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$293,802 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $893,904 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $166,524 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $491,288 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $491,288 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,236,756 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,685,509 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,793,968 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $13,500 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $43,729 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $43,423 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $752 | LandBOYAmt |
| Land EOY | $306 | LandEOYAmt |
| Land EOYFMV | $306 | LandEOYFMVAmt |
| Other Assets BOY | $21,154 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,438,686 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,177,103 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,285,562 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $19,282,895 | CapitalStockBOYAmt |
| Capital Stock EOY | $19,282,895 | CapitalStockEOYAmt |
| Retained Earning BOY | -$3,844,209 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$4,105,792 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,438,686 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,177,103 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,438,686 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,177,103 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,438,686 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$293,802 | ExcessRevenueOverExpensesAmt |
| Other Increases | $32,222 | OtherIncreasesAmt |
| Subtotal | $15,177,106 | SubtotalAmt |
| Other Decreases | $3 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,177,103 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,882.885 SHS DREYFUS BASIC S&P 500 | P | 2017-01-01 | 2018-04-12 | $100,000 | $90,153 | $9,847 | $9,847 |
| 2,328.18 SHS DREYFUS BASIC S&P 500 | P | 2017-01-01 | 2018-04-30 | $125,000 | $111,473 | $13,527 | $13,527 |
| 1,649.863 SHS DREYFUS BASIC S&P 500 | P | 2017-01-01 | 2018-05-17 | $90,000 | $78,995 | $11,005 | $11,005 |
| 7,853.404 SHS BNY MELLON INC STK M | P | 2017-01-01 | 2018-06-08 | $75,000 | $73,697 | $1,303 | $1,303 |
| 10,000 SHS ISHARES MSCI EAFE ETF | P | 2017-01-01 | 2018-06-08 | $702,891 | $650,099 | $52,792 | $52,792 |
| 2,653.9258 SHS BNY MELLON INCOME STOCK M | P | 2017-01-01 | 2018-07-12 | $25,000 | $24,735 | $265 | $265 |
| 115 SHS VANGUARD SMALL CAP ETF | P | 2017-01-01 | 2018-07-12 | $18,418 | $17,766 | $652 | $652 |
| 15,306.123 SHS BNY MELLON INCOME STOCK M | P | 2017-01-01 | 2018-08-30 | $150,000 | $142,708 | $7,292 | $7,292 |
| 600 SHS ISHARES 1-3 YT TREASURY BOND ETF | P | 2017-01-01 | 2018-08-30 | $49,943 | $49,999 | -$56 | -$56 |
| 1,000 ISHARES INTERMEDIATE TERM CORP BOND | P | 2017-01-01 | 2018-08-30 | $53,409 | $52,201 | $1,208 | $1,208 |
| 1,000 SHS VANGUARD SMALL CAP ETF | P | 2017-01-01 | 2018-08-30 | $165,338 | $147,777 | $17,561 | $17,561 |
| 230 SHS ISHARES MSCI EAFE ETF | P | 2017-01-01 | 2018-09-02 | $15,779 | $13,908 | $1,871 | $1,871 |
| 50,968.40 SHS BNY MELLON INCOME STOCK M | P | 2017-01-01 | 2018-10-03 | $500,000 | $473,909 | $26,091 | $26,091 |
| 1,371 SHS ISHARES MSCISMALL CAP EAFE ETF | P | 2017-01-01 | 2018-10-03 | $85,152 | $90,487 | -$5,335 | -$5,335 |
| 2,000 SHS ISHARES MSCI EAFE ETF | P | 2017-01-01 | 2018-10-03 | $135,598 | $115,662 | $19,936 | $19,936 |
| 3,500 SHS ISHARES MSCI EAFE ETF | P | 2017-01-01 | 2018-10-03 | $237,297 | $198,730 | $38,567 | $38,567 |
| 2,000 SHS ISHARES MSCISMALL CAP EAFE ETF | P | 2017-01-01 | 2018-11-05 | $114,639 | $132,001 | -$17,362 | -$17,362 |
| 2,000 SHS VANGUARD MID CAP ETF | P | 2017-01-01 | 2018-12-01 | $289,316 | $302,683 | -$13,367 | -$13,367 |
| 2,070 SHS ISHARES MSCI EAFE ETF | P | 2017-01-01 | 2018-12-14 | $125,233 | $117,535 | $7,698 | $7,698 |
| 3,000 SHS VANGUARD SMALL CAP ETF | P | 2017-01-01 | 2018-12-18 | $415,422 | $359,971 | $55,451 | $55,451 |
| CAPITAL GAIN DIVIDENDS | P | $531,183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $717,955 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,434,150 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,044,646 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.079478 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,430,188 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,564,411 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.081425 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,349,412 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,158,868 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070433 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,297,340 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,876,829 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065269 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,323,075 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,575,121 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06759 | DistributionYr5Rt |
| Total Distribution | 0.364195 | TotalDistributionRt |
| Average Distribution | 0.072839 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,211,022 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,253,634 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,939 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,262,573 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,187,077 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,878 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,878 | SubtotalAmt |
| Tax Based On Investment Income | $17,878 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,141 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $12,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $21,141 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,263 | OverpaymentAmt |
| Applied To ES Tax | $3,263 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NOT APPLICABLE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBARA J FIFE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122460230 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 WEST 58TH ST SUITE 406 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BARBARA J FIFE | ||||||||
| 1841 BROADWAY SUITE 1008 | NEW YORK | NY | 100237646 | PRESIDENT | 35.0 | $191,008 | $0 | $0 |
| STEPHEN FIFE | ||||||||
| 1841 BROADWAY SUITE 1008 | NEW YORK | NY | 100237646 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,144,106 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $323,816 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,197 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,473,119 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,473,119 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $262,097 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,211,022 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $860,551 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $860,551 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,878 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,878 | TotalTaxAmt |
| Distributable Before Adj | $842,673 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $842,673 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $842,673 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,187,077 | 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 | $1,187,077 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,187,077 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $842,673 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $104,136 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $304,651 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $400,821 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $607,933 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $541,508 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,959,049 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,187,077 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $842,673 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $344,404 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,303,453 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $104,136 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,199,317 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $304,651 | ExcessFromYear4Amt |
| Excess From Year3 | $400,821 | ExcessFromYear3Amt |
| Excess From Year2 | $607,933 | ExcessFromYear2Amt |
| Excess From Year1 | $541,508 | ExcessFromYear1Amt |
| Excess From Current Year | $344,404 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (128 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| Actor' Fund of America | ||||||||
| 729 7th Ave Fl 1 | 506 carnegie center suite 400 | New York | NY | 10019 | None | PC | General Operating Support | $12,500 |
| American Cancer Society Mid-South Division Inc | ||||||||
| 2000 Charlotte Avenue | Nashville | TN | 372032000 | None | PC | General Operating Support | $2,000 | |
| American Friends of Magen David Adom | ||||||||
| New York NY 10004 | New York | NY | 10001 | None | PC | General Operating Support | $5,000 | |
| Amherst College | ||||||||
| PO Box 5000 | Amherst | MA | 010025000 | None | PC | General Operating Support | $1,000 | |
| Autism Speaks | ||||||||
| 1 East 33rd Street 4th Floor | New York | NY | 10016 | None | PC | General Operating Support | $2,500 | |
| The Avon Theatre Film Center | ||||||||
| 8 Sound Shore Drive Suite 140 | Greenwich | CT | 06830 | None | PC | General Operating Support | $150 | |
| Baruch College | ||||||||
| One Bernard Baruch Way Box A-1063 | New York | NY | 100105585 | None | PC | Project Support | $5,000 | |
| The Brearley School | ||||||||
| 610 East 83rd Street | New York | NY | 100287988 | None | PC | General Operating Support | $2,000 | |
| Birthright Israel Foundation | ||||||||
| 33 East 33rd Street 7th Floor | New York | NY | 10016 | None | PC | General Operating Support | $4,000 | |
| Bronx Children's Museum | ||||||||
| POBox 1381 | Bronx | NY | 10451 | None | PC | General Operating Support | $250 | |
| BronxWorks | ||||||||
| 60 East Tremont Avenue | Bronx | NY | 10453 | None | PC | General Operating Support | $1,250 | |
| Brown University | ||||||||
| Box 1893 110 Elm Street | Providence | RI | 02912 | None | PC | General Operating Support | $2,000 | |
| Bruce Museum | ||||||||
| 1 Museum Dr | Greenwich | CT | 06830 | None | PC | General Operating Support | $1,000 | |
| Center for Jewish Culture and Creativity | ||||||||
| 423 North Palm Drive Suite 102 | Beverly Hills | CA | 90210 | None | PC | General Operating Support | $32,600 | |
| Central Park Conservancy | ||||||||
| 14 East 60th street | New York | NY | 10022 | None | PC | General Operating Support | $1,000 | |
| Central Synagogue | ||||||||
| 123 East 55th Street | New York | NY | 100223502 | None | PC | General Operating Support | $3,000 | |
| Citizens Union Foundation | ||||||||
| 299 Broadway Suite 700 | New York | NY | 10007 | None | PC | General Operating Support | $1,000 | |
| City Parks Foundation | ||||||||
| 830 Fifth Ave | New York | NY | 100657001 | None | PC | General Operating Support | $10,000 | |
| City Harvest Inc | ||||||||
| 6 Easr 32nd Street 5th Floor | New York | NY | 10016 | None | PC | General Operating Support | $2,500 | |
| Columbia University School of the Arts | ||||||||
| 2960 Broadway 305 Dodge Hall MC 18 | New York | NY | 10027 | None | PC | General Operating Support | $1,600 | |
| Community Service Society | ||||||||
| 633 3rd Ave Fl 10 | New York | NY | 10017 | None | PC | General Operating Support | $1,500 | |
| Companions For Heroes | ||||||||
| 620 Sea Island Road Suite 148 | Saint Simons Island | GA | 315221767 | None | PC | General Operating Support | $500 | |
| Congregation Rodeph Sholom | ||||||||
| 7 West 83rd Street | New York | NY | 10024 | None | PC | General Operating Support | $4,000 | |
| Congregation Shirat Ha Yam | ||||||||
| PO Box 1145 | Nantucket | MA | 02554 | None | PC | General Operating Support | $2,300 | |
| Connecticut College | ||||||||
| 270 Mohegan Avenue | New London | CT | 06320 | None | PC | General Operating Support | $9,000 | |
| Cornell University | ||||||||
| 130 East Seneca Street Suite 400 | Ithaca | NY | 148504353 | None | PC | Project Support | $1,000 | |
| Coro New York Leadership Center | ||||||||
| 42 Broadway suite 2001 | New York | NY | 10004 | None | PC | General Operating Support | $500 | |
| CUNY School of Law Foundation | ||||||||
| 2 Court Sq | Long Island City | NY | 11101 | None | PC | General Operating Support | $2,500 | |
| Dorot Inc | ||||||||
| 171 W 85th St | New York | NY | 10024 | None | PC | General Operating Support | $3,500 | |
| Dramatists Guild Fund | ||||||||
| 356 W 40th St | New York | NY | 10018 | None | PC | General Operating Support | $1,500 | |
| Education Foundation | ||||||||
| 608 East 139th Street | Bronx | NY | 10454 | None | PC | General Operating Support | $5,500 | |
| Edward M Kennedy Institute | ||||||||
| 210 Morrissey Blvd | Boston | MA | 021253314 | None | PC | General Operating Support | $3,700 | |
| Everglades Foundation | ||||||||
| 18001 Old Cutler Road Suite 625 | Palmetto Bay | FL | 33157 | None | PC | General Operating Support | $2,500 | |
| Exploring the Arts Inc | ||||||||
| 3412 36th St Ste 21 | Astoria | NY | 11106 | None | PC | General Operating Support | $1,500 | |
| Facing History and Ourselves | ||||||||
| 14 East 4th Street 3rd Fl Rm 30 | New York | NY | 10012 | None | PC | General Operating Support | $2,000 | |
| Family Reentry Inc | ||||||||
| 75 Washington Ave | Bridgeport | CT | 06604 | None | PC | General Operating Support | $500 | |
| Food Bank for New York City | ||||||||
| 39 Broadway 10th Floor | New York | NY | 10006 | None | PC | General Operating Support | $2,000 | |
| Food Education Fund | ||||||||
| 525 West 50th Street | New York | NY | 10019 | None | PC | General Operating Support | $1,000 | |
| Fresh Air Fund | ||||||||
| 633 Third Avenue 14th Floor | New York | NY | 10017 | None | PC | General Operating Support | $2,000 | |
| Fund for the Aged Inc | ||||||||
| 120 W 106th St | New York | NY | 100253923 | None | PC | General Operating Support | $1,750 | |
| Gary Sinise Foundation | ||||||||
| PO Box 368 | Woodland Hills | CA | 91365 | None | PC | General Operating Support | $2,000 | |
| Good Foundation | ||||||||
| 306 West 37th Street 8th Floor | New York | NY | 10018 | None | PC | General Operating Support | $6,000 | |
| Gracie Mansion Conservancy | ||||||||
| 181 E End Ave | New York | NY | 10128 | None | PC | General Operating Support | $1,000 | |
| Guiding Eyes for the Blind | ||||||||
| 611 Granite Sprin | Yorktown Heights | NY | 10598 | None | PC | General Operating Support | $1,000 | |
| Harlem Educational Activities Fund | ||||||||
| 2090 Seventh Avenue 10th Floor | New York | NY | 10027 | None | PC | General Operating Support | $2,500 | |
| Harlem Mothers Save | ||||||||
| 306A West 128th Street | New York | NY | 10027 | None | PC | General Operating Support | $500 | |
| Harlem School of the Arts | ||||||||
| 645 St Nicholas Avenue | New York | NY | 10030 | None | PC | General Operating Support | $7,500 | |
| Hartley House | ||||||||
| 413 W 46th St | New York | NY | 10036 | None | PC | General Operating Support | $1,000 | |
| Hatchery Arts | ||||||||
| Bethel Ct | Clevland | OH | 44114 | None | PC | General Operating Support | $300 | |
| Hebrew Immigarant Aid Society | ||||||||
| 2810 Blaine Dr | Chevy Chase | MD | 20815 | None | PC | General Operating Support | $250 | |
| Humaine society | ||||||||
| 70 Portman Road | New Rochelle | NY | 10801 | None | PC | General Operating Support | $1,000 | |
| Horace Mann School | ||||||||
| 231 West 246th Street | Riverdale Bronx | NY | 10471 | None | PC | General Operating Support | $6,000 | |
| Hunter College Foundation | ||||||||
| 695 Park Ave | New York | NY | 10065 | None | PC | General Operating Support | $1,000 | |
| Inner-City Scholarship Fund Inc | ||||||||
| 1011 First Ave Suite 1400 | New York | NY | 100224112 | None | PC | General Operating Support | $5,000 | |
| Institute of Contemporaty Art | ||||||||
| 25 Harbor Shore Drive | Boston | MA | 02210 | None | PC | General Operating Support | $2,600 | |
| Job Path | ||||||||
| 256 West 38th Street | New York | NY | 10018 | None | PC | General Operating Support | $250 | |
| Landmark West | ||||||||
| 45 West 67th Street | New York | NY | 10023 | None | PC | General Operating Support | $500 | |
| Lawyers for Children Inc | ||||||||
| 110 Lafayette Street 8th Floor | New York | NY | 100134116 | None | PC | General Operating Support | $500 | |
| Lehigh University | ||||||||
| 27 Memorial Drive West | Bethlehem | PA | 180153086 | None | PC | General Operating Support | $20,000 | |
| Lincoln Center for the Performing Arts Inc | ||||||||
| 70 Lincoln Center Plaza | New York | NY | 100236583 | None | PC | General Operating Support | $20,000 | |
| Lincoln Center Theater | ||||||||
| 150 West 65th Street | New York | NY | 100236975 | None | PC | General Operating Support | $10,000 | |
| Los Angeles County Museum of Art | ||||||||
| 59058 Wilshire Blvd | Los Angeles | CA | 90036 | None | PC | General Operating Support | $455 | |
| Make-A-Wish Foundation | ||||||||
| 200 Park Ave Ste 17 | New York | NY | 10166 | None | PC | General Operating Support | $3,000 | |
| Manhattan Theatre Club | ||||||||
| 311 West 43rd Street 8th Floor | New York | NY | 100366413 | None | PC | Project Support | $60,000 | |
| Marina Orth Foundation | ||||||||
| 5185 MacArthur Blvd NW Suite 619 | Washington | DC | 20016 | None | PC | General Operating Support | $1,500 | |
| Memorial Sloan-Kettering Cancer Center | ||||||||
| 1275 York Avenue | New York | NY | 10065 | None | PC | General Operating Support | $1,000 | |
| Metropolitan Museum of Art | ||||||||
| 1000 Fifth Avenue | New York | NY | 100280198 | None | PC | General Operating Support | $3,500 | |
| Michael J Fox Foundation for Parkinson's Research | ||||||||
| PO Box 780 | New York | NY | 100180780 | None | PC | General Operating Support | $5,000 | |
| Museum of Modern Art | ||||||||
| 11 West 53rd Street | New York | NY | 100195497 | None | PC | General Operating Support | $1,000 | |
| Museum of the City of New York | ||||||||
| 1220 Fifth Avenue | New York | NY | 100295287 | None | PC | General Operating Support | $19,500 | |
| Nantucket Atheneum | ||||||||
| One India Street PO Box 808 | Nantucket | MA | 02554 | None | PC | Capital Fund Support | $40,000 | |
| Nantucket Conservation Foundation Inc | ||||||||
| Post Office Box 13 118 Cliff Road | Nantucket | MA | 025540013 | None | PC | General Operating Support | $5,000 | |
| Nantucket Cottage Hospital | ||||||||
| 57 Prospect Street | Nantucket Island | MA | 025542799 | None | PC | General Operating Support | $32,500 | |
| Nantucket Dreamland Foundation | ||||||||
| PO Box 989 12 Oak Street Shop A | Nantucket | MA | 02554 | None | PC | General Operating Support | $1,000 | |
| Nantucket Firemen's Association | ||||||||
| Lower Pleasant St | Nantucket | MA | 02554 | None | PC | General Operating Support | $150 | |
| Nantucket Historical Association | ||||||||
| PO Box 1016 | Nantucket | MA | 025541016 | None | PC | General Operating Support | $3,000 | |
| Nantucket Land Council | ||||||||
| Six Ash Lane PO Box 502 | Nantucket | MA | 02554 | None | PC | General Operating Support | $1,000 | |
| Nantucket Lightship Basket Museum Inc | ||||||||
| 49 Union Street PO Box 2517 | Nantucket | MA | 02584 | None | PC | General Operating Support | $500 | |
| Nantucket Preservation Trust | ||||||||
| Two Union Street PO Box 158 | Nantucket Island | MA | 02554 | None | PC | General Operating Support | $4,500 | |
| Next for Autism | ||||||||
| 1430 Broadway 8th Fl | New York | NY | 10018 | None | PC | General Operating Support | $1,000 | |
| New York League of Conservative Voters Education F | ||||||||
| 30 Broad Street 30th Floor | New York | NY | 102750732 | None | PC | General Operating Support | $6,000 | |
| New York City Ballet Inc | ||||||||
| David H Koch Theater 20 Lincoln C | New York | NY | 10023 | None | PC | General Operating Support | $139,000 | |
| New York City Center | ||||||||
| 130 West 56th Street | New York | NY | 100193803 | None | PC | General Operating Support | $85,000 | |
| New York Landmarks Conservancy | ||||||||
| One Whitehall Street 21st Floor | New York | NY | 100042127 | None | PC | General Operating Support | $3,000 | |
| New York University Medical Center | ||||||||
| One Park Avenue 17th Floor | New York | NY | 100165802 | None | PC | General Operating Support | $7,000 | |
| North Shore Animal League America Inc | ||||||||
| 16 Lewyt Street | Port Washington | NY | 11050 | None | PC | General Operating Support | $1,000 | |
| Paul Robert Carey Foundation | ||||||||
| 20 Corporate Woods Blvd Suite 600 | Albany | NY | 122112370 | None | PC | General Operating Support | $1,500 | |
| Pen American Center Inc | ||||||||
| 588 Broadway Suite 303 | New York | NY | 10012 | None | PC | Project Support | $1,115 | |
| Pet Smart Charities | ||||||||
| 19601 North 27th Avenue | Phoenix | AZ | 85027 | None | PC | Project Support | $1,850 | |
| Planned Parenthood | ||||||||
| 123 William Street 10th Floor | New York | NY | 10038 | None | PC | General Operating Support | $2,000 | |
| Preservation Hall Foundation | ||||||||
| 726 Saint Peter | New Orleans | LA | 70116 | None | PC | General Operating Support | $2,000 | |
| Project FIND | ||||||||
| 160 West 71st Street Suite 2F | New York | NY | 10023 | None | PC | General Operating Support | $15,000 | |
| Public Art Fund | ||||||||
| One East 53rd Street | New York | NY | 10022 | None | PC | General Operating Support | $2,500 | |
| Publicolor | ||||||||
| 149 Madison Ave | New York | NY | 10016 | None | PC | General Operating Support | $1,500 | |
| Red Rover | ||||||||
| PO Box 088890 | Sacramento | CA | 95818 | None | PC | General Operating Support | $2,000 | |
| Regional Plan Association | ||||||||
| 4 Irving Place 7th Floor | New York | NY | 10003 | None | PC | General Operating Support | $2,500 | |
| Robin Hood Foundation | ||||||||
| 826 Broadway 9th Floor | New York | NY | 10003 | None | PC | General Operating Support | $9,000 | |
| Rogue Machine Theater | ||||||||
| 1416 Electric Ave | Venice | CA | 90291 | None | PC | General Operating Support | $1,200 | |
| Ronald McDonald House | ||||||||
| 405 East 73rd Street | New York | NY | 10021 | None | PC | General Operating Support | $2,000 | |
| Roundabout Theatre Company | ||||||||
| 231 West 39th Street Suite 1200 | New York | NY | 10018 | None | PC | General Operating Support | $16,128 | |
| Rwanda Education Assistance Project Inc | ||||||||
| PO Box 351 | Katonah | NY | 10536 | None | PC | General Operating Support | $4,500 | |
| Salaam Cultural Center | ||||||||
| 3806 Whitman Avenue Nort | Seattle | WA | 98103 | None | PC | General Operating Support | $7,100 | |
| San Fernando Valley Symphony Orchestra | ||||||||
| 20210 Haynes St | Winnetka | CA | 91306 | None | PC | General Operating Support | $2,500 | |
| Sarah Lawrence College | ||||||||
| 1 Mead Way | Bronxville | NY | 107085999 | None | PC | General Operating Support | $1,200 | |
| Skylight Theater Company | ||||||||
| 18161/2 N Vermont Ave | Los Angeles | CA | 90027 | None | PC | General Operating Support | $400 | |
| Stephen Wise Free Synagogue | ||||||||
| 30 West 68th Street | New York | NY | 100236053 | None | PC | General Operating Support | $5,225 | |
| St Jude Children's Research | ||||||||
| 501 St Jude Place | Memphis | TN | 38105 | None | PC | General Operating Support | $500 | |
| Susan G Komen Breast Cancer Foundation Inc | ||||||||
| 341 West 38th Street 10th Floor | New York | NY | 100182918 | None | PC | General Operating Support | $2,000 | |
| Sustainable Nantucket | ||||||||
| 14 Federal St | Nantucket | NM | 02554 | None | PC | General Operating Support | $100 | |
| Swim Across America Inc | ||||||||
| 11600 N Community House Rd Ste 100 | Charlotte | NC | 28277 | None | PC | General Operating Support | $1,000 | |
| The Blank Theater Co Inc | ||||||||
| 6500 Santa Blvd | Los Angeles | CA | 90038 | None | PC | General Operating Support | $200 | |
| The Center for Arts Education | ||||||||
| 266 West 37th Street 9th Floor | New York | NY | 10018 | None | PC | General Operating Support | $1,000 | |
| The Hole in the Wall Gang | ||||||||
| 555 Long Wharf Drive | New Haven | CT | 06511 | None | PC | General Operating Support | $2,000 | |
| The Progressive Inc | ||||||||
| 30 Wrst Mifflin Street Suite 703 | Madison | WI | 53703 | None | PC | General Operating Support | $1,000 | |
| The Public Theater | ||||||||
| 425 Lafayette Street | New York | NY | 10003 | None | PC | General Operating Support | $10,000 | |
| The Seeing Eye Inc | ||||||||
| 10 Washington Valley Rd | Morristown | NJ | 07960 | None | PC | General Operating Support | $1,000 | |
| Theatre Workshop of Nantucket | ||||||||
| PO Box 1297 | Nantucket | MA | 02554 | None | PC | General Operating Support | $2,500 | |
| Transitions Centers Inc | ||||||||
| 32 Commercial Street | South Yarmouth | MA | 02664 | None | PC | General Operating Support | $1,000 | |
| Trustees of Reservations | ||||||||
| Great Pt Cl Long Hill 572 Essex St | Beverly | MA | 019151530 | None | PC | General Operating Support | $1,000 | |
| Tulane University | ||||||||
| Office of Dev 6823 St Charles Aven | New Orleans | LA | 701185698 | None | PC | General Operating Support | $5,000 | |
| United Neighborhood Houses | ||||||||
| 45 Broadway 22nd Fl | New York | NY | 10006 | None | PC | General Operating Support | $1,500 | |
| UJA-Federation of New York | ||||||||
| 130 East 59th Street 16101 | New York | NY | 100221397 | None | PC | General Operating Support | $10,000 | |
| United State Committee Sport | ||||||||
| 1511 Walnut Street Suite 401 | Philadelphia | PA | 19102 | None | PC | General Operating Support | $2,000 | |
| We Act for Environmental Justice | ||||||||
| 271 West 125th Street Suite 308 | New York | NY | 10027 | None | PC | General Operating Support | $11,000 | |
| Westchester Reform Temple | ||||||||
| 255 Mamaroneck Road | Scarsdale | NY | 105837299 | None | PC | General Operating Support | $5,000 | |
| Whitney Museum of American Art | ||||||||
| 99 Gansevoort St | New York | NY | 10014 | None | PC | General Operating Support | $1,000 | |
| WNET | ||||||||
| 825 Eighth Avenue | New York | NY | 100197435 | None | PC | General Operating Support | $2,500 | |
| YMCA of the Triangle Area | ||||||||
| 801 Corporate Center Dr Suite 200 | Raleigh | NC | 27607 | None | PC | General Operating Support | $1,200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $796,323 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,971 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $351,462 | 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 | $717,955 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME/LOSS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,072,390 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,072,390 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WITHUMSMITH+BROWN, P.C. | CategoryTxt |
| Amt | $19,729 | Amt |
| Net Investment Income | $2,959 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,770 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| FURNITURE | 1997-09-30 | $7,625 | $7,625 | M7 | 7 | |
| COMPUTER EQUIP. | 1997-09-30 | $3,364 | $3,364 | M5 | 5 | |
| SOFTWARE | 2001-10-29 | $3,575 | $3,575 | M3 | 3 | |
| FURNITURE | 2001-10-29 | $1,549 | $1,548 | M7 | 7 | |
| COMPUTER | 2001-11-01 | $4,985 | $4,985 | M5 | 5 | |
| TYPEWRITER | 2001-12-06 | $444 | $444 | M5 | 5 | |
| SOFTWARE | 2003-07-16 | $8,306 | $8,306 | M3 | 3 | |
| FURNITURE | 2007-10-02 | $740 | $740 | M7 | 7 | |
| COMPUTER SOFTWARE | 2011-12-31 | $3,139 | $3,138 | M3 | 3 | |
| COMPUTER SOFTWARE | 2012-12-31 | $2,460 | $2,358 | M3 | 3 | |
| COMPUTER SOFTWARE | 2013-12-31 | $2,373 | $2,275 | M3 | 3 | |
| COMPUTER SOFTWARE | 2014-12-31 | $2,492 | $2,389 | M3 | 3 | |
| COMPUTER SOFTWARE | 2015-12-31 | $2,677 | $2,230 | M3 | 3 | $446 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES BARCLAYS 1 - 3 YR TR | $949,612 | $958,968 |
| ISHARES BARCLAYS INTERM | $1,363,259 | $1,444,668 |
| ISHARES MSCI EAFE INDEX | $684,659 | $791,292 |
| ISHARES MSCI EAFE SM CAP INDEX | $503,519 | $438,210 |
| BNY MELLON INCOME STOCK FUND | $1,052,159 | $1,026,725 |
| BNY MELLON FOCUSED EQUITY OPP | $850,216 | $688,849 |
| DREYFUS GLOBAL DYNAMIC BD INC | $100,000 | $100,165 |
| DREYFUS BASIC S&P 500 | $4,382,309 | $5,324,529 |
| DREYFUS US EQUITY FUND | $1,500,000 | $1,574,097 |
| DREYFUS INTL STOCK FUND | $301,229 | $299,633 |
| DREYFUS GLOBAL REAL RETURN FD | $300,000 | $303,936 |
| VANGUARD MID CAP VIPERS | $1,199,607 | $1,768,250 |
| VANGUARD SMALL CAP VIPERS | $405,680 | $975,628 |
| VANGUARD EMERGING MARKETS | $787,817 | $786,250 |
| GATEWAY FUND | $100,000 | $102,605 |
| 361 GLOBAL LONG SHORT EQ FD | $100,000 | $105,418 |
| NEUBERGER BERMAN LONG SHORT FD | $105,443 | $104,745 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JOELSON INVESTMENT LLC: | |||
| (1)INVESCO VENTURE PARTNERSHIP | AT COST | $0 | $0 |
| (2)INVESCO NON-US PARTNERSHIP | AT COST | $0 | $0 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE | $7,625 | $7,625 | |
| COMPUTER EQUIP. | $3,364 | $3,364 | |
| SOFTWARE | $3,575 | $3,575 | |
| FURNITURE | $1,549 | $1,548 | $1 |
| COMPUTER | $4,985 | $4,985 | |
| TYPEWRITER | $444 | $444 | |
| SOFTWARE | $8,306 | $8,306 | |
| FURNITURE | $740 | $740 | |
| COMPUTER SOFTWARE | $3,139 | $3,138 | $1 |
| COMPUTER SOFTWARE | $2,460 | $2,358 | $102 |
| COMPUTER SOFTWARE | $2,373 | $2,275 | $98 |
| COMPUTER SOFTWARE | $2,492 | $2,389 | $103 |
| COMPUTER SOFTWARE | $2,677 | $2,676 | $1 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL SECURITY DEPOSIT | Desc |
| BOY Book Value | $21,154 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $3 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMERCIAL INSURANCE | $3,114 | $467 | $2,647 |
| OFFICE EQUIPMENT | $3,388 | $508 | $2,880 |
| OFFICE SUPPLIES | $6,770 | $1,016 | $5,754 |
| POSTAGE | $444 | $67 | $377 |
| TELEPHONE EXPENSES | $4,350 | $653 | $3,697 |
| INVESCO VENTURE PARTNERSHIP | $164 | $164 | |
| INVESCO NON-US PARTNERSHIP | $339 | $339 | |
| MISCELLANEOUS EXPENSE | $1,360 | $204 | $1,156 |
| OFFICE MISCELLANEOUS | $4,201 | $630 | $3,571 |
| NEW YORK REGISTRATION FEES | $750 | $750 | |
| NY LAW JOURNAL | $319 | $319 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Invesco non us Partnership - other | Desc |
| Revenue And Expenses Per Books | $2 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INVESCO VENTURE PARTNERSHIP BOOK/TAX ADJ | $21,433 |
| INVESCO NON US PARTNERSHIP BOOK/TAX ADJ | $10,789 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BNY MELLON INVESTMENT MGMT FEE | $109,201 | $109,201 | |
| COMPUTER CONSULTING | $6,816 | $1,022 | $5,794 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| STATE OF NEW YORK | $250 | |
| STATE OF DELAWARE | $300 | $300 |
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