TIGER TAIL FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TIGER TAIL FAMILY FOUNDATION (EIN 81-0704856)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-15
- IRS object ID
- 202032899349100533
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-15T12:07:50-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352536842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WMC Tax Services LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 E Bethany Home Rd | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85014 | 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 | 810704856 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TIGER TAIL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIGE | BusinessNameControlTxt |
| Phone | 9149676057 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 PENWOOD RD | AddressLine1Txt |
| City | BEDFORD CORNERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10549 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH W BROWN JR | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2020-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jason M MunkMAccCPA | PreparerPersonNm |
| PTIN | P00545610 | PTIN |
| Phone | 6022341040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,029,610 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,385 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,385 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $100,698 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $100,698 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $130,674 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $305,916 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $130,674 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $232,757 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $232,757 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,495 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,248 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,247 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $12 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $12 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,395 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,395 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,000 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $9,902 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,655 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,247 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $260,160 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $260,160 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $270,062 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,655 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $262,407 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,305 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $229,102 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,714 | CashBOYAmt |
| Cash EOY | $69,268 | CashEOYAmt |
| Cash EOYFMV | $69,268 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $75,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $60,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,271 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,192,087 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,031,845 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,778,623 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,624,087 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,696,470 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,121,448 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,894,888 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,857,583 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,029,610 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,894,888 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,857,583 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,894,888 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,857,583 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,894,888 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,857,583 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,894,888 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,305 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,857,583 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,857,583 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100 SHS STARBUCKS CORP | P | 2009-03-11 | 2019-01-03 | $6,175 | $5,360 | $815 | $815 |
| 100 SHS STARBUCKS CORP | P | 2009-03-11 | 2019-01-03 | $6,175 | $5,360 | $815 | $815 |
| 800 SHS STARBUCKS CORP | P | 2009-03-11 | 2019-01-03 | $49,398 | $42,882 | $6,516 | $6,516 |
| 15K CD WELLS FARGO & CO CD | P | 2017-01-09 | 2019-01-22 | $15,000 | $15,000 | ||
| 500 SHS STARBUCKS CORP | P | 2009-03-11 | 2019-10-07 | $43,036 | $2,320 | $40,716 | $40,716 |
| 1,000 SHS STARBUCKS CORP | P | 2009-03-11 | 2019-10-07 | $86,072 | $4,640 | $81,432 | $81,432 |
| 1,500 SHS ALTRIA GROUP INC | P | 2017-07-28 | 2019-12-26 | $75,496 | $99,680 | -$24,184 | -$24,184 |
| Capital Gain Dividends | $24,564 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $130,674 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $261,028 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,337,638 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06018 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $249,295 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,122,343 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06047 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $66,361 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,913,567 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.02278 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $1,950,497 | NetVlNoncharitableAssetsYr4Amt |
| Total Distribution | 0.143428 | TotalDistributionRt |
| Average Distribution | 0.035857 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,698,707 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $168,482 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,291 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $170,773 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $262,407 | 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 | $2,291 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,291 | SubtotalAmt |
| Tax Based On Investment Income | $2,291 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,703 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,703 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $13 | EsPenaltyAmt |
| Tax Due | $601 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JASON M MUNK CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6022340406 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 E BETHANY HOME RD | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85014 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|
| JOSEPH W BROWN JR | ||||||
| 24 PENWOOD ROAD | BEDFORD CORNERS | NY | 10549 | Trustee | 0.50 | $0 |
| VALERIE BROWN | ||||||
| 24 PENWOOD ROAD | BEDFORD CORNERS | NY | 10549 | Trustee | 0.50 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,721,766 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,495 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,770,261 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,770,261 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,554 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,698,707 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $234,935 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $234,935 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,291 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,291 | TotalTaxAmt |
| Distributable Before Adj | $232,644 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $232,644 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $232,644 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $262,407 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $262,407 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,291 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $260,116 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $232,644 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $22,459 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $46,924 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $69,383 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $262,407 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $232,644 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,763 | RemainingDistriFromCorpusAmt |
| Total Corpus | $99,146 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $99,146 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $22,459 | ExcessFromYear2Amt |
| Excess From Year1 | $46,924 | ExcessFromYear1Amt |
| Excess From Current Year | $29,763 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH W BROWN JR | ContributingManagerNm |
| Contributing Manager | VALERIE BROWN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MARYMOUNT MANHATTAN COLLEGE | |||||||
| 221 E 71ST ST | NEW YORK | NY | 10021 | None | PC | GENERAL | $30,000 |
| FRED HUTCH OBLITERIDE | |||||||
| 1100 FAIRVIEW AVE N J5-200 | SEATTLE | WA | 98109 | None | PC | GENERAL | $5,000 |
| CITYSQUASH | |||||||
| PO BOX 619 FORDHAM STATION | BRONX | NY | 10458 | None | PC | GENERAL | $1,500 |
| MEMORIAL SLOAN KETTERING CANCER CEN | |||||||
| PO BOX 5028 | HAGERSTOWN | MD | 21741 | None | PC | GENERAL | $5,500 |
| NYU LANGONE MEDICAL CENTER | |||||||
| ONE PARK AVE 5TH FL | NEW YORK | NY | 10016 | None | PC | GENERAL | $3,000 |
| HARLEM EDUCATIONAL ACTIVITIES FUND | |||||||
| 2090 ADAM CLAYTON POWELL BLVD 10 FL | NEW YORK | NY | 10027 | None | PC | GENERAL | $2,500 |
| THE ACTORS FUND | |||||||
| 729 SEVENTH AVE 10TH FL | NEW YORK | NY | 10019 | None | PC | GENERAL | $7,210 |
| FAMILY SERVICES OF WESTCHESTER | |||||||
| ONE GATEWAY PLAZA | PORT CHESTER | NY | 10573 | None | PC | GENERAL | $17,256 |
| NEW ALTERNATIVES FOR CHILDREN | |||||||
| 37 W 26TH ST | NEW YORK | NY | 10010 | None | PC | GENERAL | $1,500 |
| BIG BROTHERS BIG SISTERS OF NYC | |||||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | NONE | PC | GENERAL | $37,309 |
| INNER-CITY SCHOLARSHIP FUND | |||||||
| 1011 FIRST AVE STE 1800 | NEW YORK | NY | 10022 | None | PC | GENERAL | $3,700 |
| MBIA FOUNDATION INC BACK TO SCHOOL | |||||||
| 1 MANHATTANVILLE RD STE 301 | PURCHASE | NY | 10577 | None | PC | GENERAL | $2,000 |
| BEDFORD HILLS FIRE DEPT | |||||||
| 332 BEDFORD RD | BEDFORD HILLS | NY | 10507 | None | PC | GENERAL | $450 |
| FRIENDS OF HAITI | |||||||
| 302 BEDFORD AVE PMB 74 | BROOKLYN | NY | 11249 | None | PC | GENERAL | $5,000 |
| ABILIS | |||||||
| 50 GLENVILLE ST | GREENWICH | CT | 06831 | None | PC | GENERAL | $500 |
| CUNY SCHOOL OF PROFESSIONAL STUDIES | |||||||
| 119 WEST 31ST STREET | NEW YORK | NY | 10001 | None | PC | GENERAL | $5,000 |
| CORNELIA CONNELLY CENTER | |||||||
| 220 EAST 4TH ST | NEW YORK | NY | 10009 | None | PC | GENERAL | $1,000 |
| FAMILY EQUALITY COUNCIL | |||||||
| 475 PARK AVE SOUTH | NEW YORK | NY | 10016 | None | PC | GENERAL | $22,500 |
| FOUR WINDS INC | |||||||
| PO BOX 140 | DEER HARBOR | WA | 98243 | None | PC | GENERAL | $500 |
| FRIENDS OF BEDFORD BURYING GROUNDS | |||||||
| PO BOX 152 | BEDFORD | NY | 10506 | None | PC | GENERAL | $200 |
| GEORGETOWN UNIVERSITY | |||||||
| 37TH AND O STREETS NW | WASHINGTON | DC | 20007 | None | PC | GENERAL | $500 |
| LAMBDA LEGAL | |||||||
| 120 WALL ST 19TH FL | NEW YORK | NY | 10005 | None | PC | GENERAL | $250 |
| MARCH OF DIMES FOUNDATION | |||||||
| 1275 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | None | PC | GENERAL | $5,000 |
| NORTHERN WESTCHESTER HOSPITAL | |||||||
| 400 E MAIN ST | MOUNT KISCO | NY | 10549 | None | PC | GENERAL | $15,000 |
| RYE COUNTRY DAY SCHOOL | |||||||
| 3 CEDAR ST | RYE | NY | 10580 | None | PC | GENERAL | $13,500 |
| THE UCONN FOUNDATION | |||||||
| 2075 HILLSIDE RD 1019 2ND FL | STORRS | CT | 06269 | None | PC | GENERAL | $8,750 |
| WESTCHESTER LAND TRUST | |||||||
| 403 HARRIS RD | BEDFORD HILLS | NY | 10507 | None | PC | GENERAL | $15,010 |
| FAMILY CENTERS INC | |||||||
| 493 NOSTRAND AVE 3RD FL | BROOKLYN | NY | 11216 | None | PC | GENERAL | $5,000 |
| HER JUSTICE | |||||||
| 100 BROADWAY 10TH FL | NEW YORK | NY | 10005 | None | PC | GENERAL | $6,500 |
| CHILDRENS VILLAGE INC | |||||||
| ONE ECHO HILLS | DOBBS FERRY | NY | 10522 | None | PC | GENERAL | $5,000 |
| RAINFOREST TRUST | |||||||
| 7078 AIRLIE RD | WARRENTON | VA | 20187 | None | PC | GENERAL | $2,500 |
| MY SISTERS PLACE INC | |||||||
| 1436 U STREET NW STE 303 | WASHINGTON | DC | 20009 | None | PC | GENERAL | $5,000 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST STREET NE STE 400 | WASHINGTON | DC | 20002 | None | PC | GENERAL | $2,000 |
| ARMONK INDEPENDENT FIRE COMPANY INC | |||||||
| PO BOX 116 | ARMONK | NY | 10504 | None | PC | GENERAL | $100 |
| AIDS WALK NEW YORK | |||||||
| 307 W 38TH ST FRNT 3 | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $250 |
| AMERICAN FORESTS | |||||||
| 1220 L ST NW STE 750 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL | $2,500 |
| AMFAR | |||||||
| 120 WALL ST 13TH FL | NEW YORK | NY | 10005 | NONE | PC | GENERAL | $500 |
| ARCH BALLET | |||||||
| 149 E 23RD ST 512 | NEW YORK | NY | 10010 | NONE | PC | GENERAL | $1,000 |
| ASPCA | |||||||
| 520 EIGHTH AVE 7TH FL | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $500 |
| CARITAS OF PORT CHESTER INC | |||||||
| 19 SMITH ST POB 682 | PORT CHESTER | NY | 10573 | NONE | PC | GENERAL | $1,000 |
| CHILD MIND INSTITUTE | |||||||
| 101 E 56TH ST | NEW YORK | NY | 10022 | NONE | PC | GENERAL | $1,000 |
| GIFFORDS LAW CTR TO PREVENT GUN VIO | |||||||
| 268 BUSH ST 555 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL | $500 |
| JOHN J KELLY CELIAC FOUNDATION | |||||||
| 747 IRIS CT | YORKTOWN HEIGHTS | NY | 10598 | NONE | PC | GENERAL | $1,000 |
| NATIONAL ADOPTIVE FOUNDATION | |||||||
| PO BOX 936 | MOUNT KISCO | NY | 10549 | NONE | PC | GENERAL | $2,500 |
| NATIONAL MS SOCIETY | |||||||
| 733 THIRD AVE 3RD FL | NEW YORK | NY | 10017 | NONE | PC | GENERAL | $200 |
| PATHWAYS TO HOUSING DC | |||||||
| 101 Q ST NE STE G | WASHINGTON | DC | 20002 | NONE | PC | GENERAL | $250 |
| PORT CHESTER COMMUNITY GARDENS | |||||||
| 477 FRANKLIN ST | PORT CHESTER | NY | 10573 | NONE | PC | GENERAL | $500 |
| PRAY FAMILY FOUNDATION | |||||||
| 500 W PUTNAM AVE | GREENWICH | CT | 06830 | NONE | PC | GENERAL | $1,000 |
| TAP CANCER OUT | |||||||
| PO BOX 752 | STRATFORD | CT | 06615 | NONE | PC | GENERAL | $947 |
| THE FLORENCE PROJECT | |||||||
| PO BOX 654 | FLORENCE | AZ | 85232 | NONE | PC | GENERAL | $500 |
| THE FRESH AIR FUND | |||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | NONE | PC | GENERAL | $1,000 |
| THE IRONMAN FOUNDATION | |||||||
| 3407 W DR MARTIN LUTHER KING BLVD | TAMPA | FL | 33607 | NONE | PC | GENERAL | $520 |
| THE LUSTGARTEN FOUNDATION | |||||||
| 415 CROSSWAYS PARK DR D | WOODBURY | NY | 11797 | NONE | PC | GENERAL | $258 |
| UJA FEDERATION | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | PC | GENERAL | $5,000 |
| VOLUNTEER NEW YORK | |||||||
| 220 WHITE PLAINS RD | TARRYTOWN | NY | 10591 | NONE | PC | GENERAL | $1,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | NONE | PC | GENERAL | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $260,160 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,385 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,698 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $130,674 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $232,757 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $232,757 | 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 | WMC TAX SERVICES | CategoryTxt |
| Amt | $4,495 | Amt |
| Net Investment Income | $2,248 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,247 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,031,845 | EOYBookValueAmt |
| EOYFMV | $1,778,623 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,696,470 | BookValueAmt |
| EOYFMV | $3,121,448 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $1,000 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX | $3,000 | |
| FOREIGN TAXES | $1,145 | $1,145 |
| STATE TAX | $250 | $250 |
Comments