JUDITH C WHITE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JUDITH C WHITE FOUNDATION INC (EIN 11-3548952)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202033149349100703
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T07:27:38-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203704273 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GR REID ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7600 JERICHO TURNPIKE STE 400 | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117971705 | 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 | 113548952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JUDITH C WHITE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUDI | BusinessNameControlTxt |
| Phone | 2127368255 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 VANDERVENTER AVE STE 101 | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY KOVNER | PersonNm |
| Person Title | PRES. & DIR. | PersonTitleTxt |
| Phone | 2127368255 | PhoneNum |
| Signature | 2020-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RAYMOND FLOCH CPA | PreparerPersonNm |
| PTIN | P00169746 | PTIN |
| Phone | 5168020100 | PhoneNum |
| Preparation | 2020-11-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.66.76.152 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-09 | IPDt |
| IP Tm | 07:27:38 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EF7CE0EF61B8B2BDA890D5EE071D5702E1E8919C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 06DC4F759FC9E2FB89F192A114E79E022CA51B84 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,644,207 | 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 | $86 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $86 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $403,650 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $403,650 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,108 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,673,925 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,108 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $445,844 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $445,844 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,550 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,290 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $260 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $18,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $9,000 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $9,000 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,346 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $423 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,715 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $96,396 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,463 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,725 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $361,522 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $361,522 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $457,918 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,463 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $393,247 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,074 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $381,381 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $227,720 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $146,023 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $146,023 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,686,601 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,772,663 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,176,918 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,013,970 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,825,335 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,810,007 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $308,907 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $481,103 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $508,659 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $2,600 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,600 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,600 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,239,798 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,227,724 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,644,207 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,239,798 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,227,724 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,239,798 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,227,724 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,239,798 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,227,724 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,239,798 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,074 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,227,724 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,227,724 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BELLSOUTH TELECOM 5.85% 45 20K | P | 2016-10-04 | 2019-12-19 | $25,780 | $20,998 | $4,782 | $4,782 |
| CALL GENERAL MOTORS 430 3/15/19 | P | 2018-11-09 | 2019-03-06 | $13,190 | $13,190 | ||
| BELLSOUTH TELCO 5.85 TENDER 5 | P | 2017-02-01 | 2019-12-19 | $6,445 | $4,954 | $1,491 | $1,491 |
| LAS VEGAS NEV CTFS PARTN 30K | P | 2010-02-03 | 2019-09-03 | $30,000 | $30,000 | ||
| CALL INT'L PAPER 40 1/17/20 | P | 2019-08-02 | 2019-12-16 | $23,776 | $24,723 | -$947 | -$947 |
| FORD MOTOR CO | P | 2016-08-25 | 2019-07-19 | $1,939 | $2,452 | -$513 | -$513 |
| MIAMI DADE FL SPL 220K | P | 2009-09-01 | 2019-08-28 | $220,000 | $220,000 | ||
| CALL NYCB 10 1/17/20 | P | 2019-07-02 | 2019-11-16 | $16,414 | $25,704 | -$9,290 | -$9,290 |
| NYCB 13600 SH | D | 2018-02-06 | 2019-11-04 | $144,593 | $176,153 | -$31,560 | -$31,560 |
| MIAMI DADE FL TRANS SYS 260K | P | 2009-09-25 | 2019-07-01 | $260,000 | $260,000 | ||
| CALL NYCB 10 7/19/19 | P | 2019-07-19 | 2019-07-09 | $10,617 | $10,613 | $4 | $4 |
| NEBRASKA PUBLIC POWER DIST 375K | P | 2010-06-23 | 2019-01-02 | $375,000 | $390,349 | -$15,349 | -$15,349 |
| CALL NYCB 11 7/19/19 | P | 2019-07-03 | 2019-07-03 | $6,775 | $89 | $6,686 | $6,686 |
| GOLDMAN SACHS GRO 6.75% 37 100K | P | 2012-05-04 | 2019-12-19 | $138,953 | $98,150 | $40,803 | $40,803 |
| CALL NYCB 12 1/18/19 | P | 2019-01-04 | 2019-01-04 | $6,957 | $512 | $6,445 | $6,445 |
| CALL AT&T 35 EXP 1/18/19 | P | 2019-10-04 | 2019-10-04 | $4,958 | $20,342 | -$15,384 | -$15,384 |
| CALL PPL 30 7/19/19 | P | 2019-06-07 | 2019-06-07 | $10,238 | $11,509 | -$1,271 | -$1,271 |
| CALL AT&T 36 EXP 1/17/20 | P | 2019-12-31 | 2019-12-31 | $20,358 | $31,962 | -$11,604 | -$11,604 |
| CALL PPL 30 10/18/19 | P | 2019-06-06 | 2019-10-18 | $20,805 | $13,843 | $6,962 | $6,962 |
| CALL EXXON MOBIL 65 12/20/19 | P | 2019-12-20 | 2019-12-20 | $40,990 | $74,389 | -$33,399 | -$33,399 |
| CALL PPL 30 1/18/19 | P | 2019-01-22 | 2019-01-22 | $1,201 | $90 | $1,111 | $1,111 |
| CALL FORD MOTOR 10 1/18/19 | P | 2019-01-18 | 2018-10-29 | $6,606 | $6,606 | $6,606 | |
| GENERAL MILLS 1500 SH | P | 2018-09-24 | 2019-04-08 | $63,501 | $65,742 | -$2,241 | -$2,241 |
| CALL FORD MOTOR 10 9/20/19 | P | 2019-04-26 | 2019-09-20 | $26,079 | $26,079 | $26,079 | |
| GENERAL MOTORS 2000SH | P | 2018-10-10 | 2019-03-06 | $73,189 | $65,624 | $7,565 | $7,565 |
| CALL FORD MOTOR 9 9/20/19 | P | 2019-04-15 | 2019-09-13 | $3,484 | $1,710 | $1,774 | $1,774 |
| INT'L PAPER 8400SH | P | 2019-08-02 | 2019-12-16 | $359,769 | $339,890 | $19,879 | $19,879 |
| CALL FORD MOTOR 9 12/20/19 | P | 2019-12-20 | 2019-12-20 | $2,757 | $2,028 | $729 | $729 |
| NYCB 27400 SH | P | 2019-03-29 | 2019-11-06 | $291,744 | $292,662 | -$918 | -$918 |
| CALL GENERAL MILLS 40 7/19/19 | P | 2019-01-03 | 2019-04-08 | $3,502 | $3,502 | ||
| PPL 12500 SH | P | 2018-11-26 | 2019-10-18 | $395,797 | $376,646 | $19,151 | $19,151 |
| CALL GENERAL MILLS 42.5 1/8/19 | P | 2019-01-04 | 2019-01-04 | $4,057 | $148 | $3,909 | $3,909 |
| BELLSOUTH TELCO 5.85 TENDER 50K | P | 2013-08-31 | 2019-12-19 | $64,451 | $53,843 | $10,608 | $10,608 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,108 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $31,846 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $368,256 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,216,280 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059241 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $371,359 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,324,227 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058720 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $355,840 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,768,466 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052573 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $341,448 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,427,846 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053120 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $343,526 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,360,838 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054006 | DistributionYr5Rt |
| Total Distribution | 0.277660 | TotalDistributionRt |
| Average Distribution | 0.055532 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,251,164 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $347,140 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,814 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $350,954 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $393,247 | 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 | $3,814 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,814 | SubtotalAmt |
| Tax Based On Investment Income | $3,814 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,186 | OverpaymentAmt |
| Applied To ES Tax | $2,186 | 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 | 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 | JEFFREY KOVNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127368255 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 VANDERVENTER AVE STE 101 | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | 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 |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JEFFREY KOVNER | |||||||||
| 14 VANDERVENTER AVE STE 101 | 14 VANDERVENTER AVE STE 101 | PORT WASHINGTON | NY | 11050 | PRES. & DIR. | 15.00 | $0 | $0 | $0 |
| AMY KOVNER | |||||||||
| 14 VANDERVENTER AVE STE 101 | 14 VANDERVENTER AVE STE 101 | PORT WASHINGTON | NY | 11050 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NICHOLAS KOVNER | |||||||||
| 14 VANDERVENTER AVE STE 101 | 14 VANDERVENTER AVE STE 101 | PORT WASHINGTON | NY | 11050 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KRISTIN KOVNER | |||||||||
| 14 VANDERVENTER AVE STE 101 | 14 VANDERVENTER AVE STE 101 | PORT WASHINGTON | NY | 11050 | DIRECTOR | 1.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $186,871 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,156,888 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,600 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,346,359 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,346,359 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,195 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,251,164 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $312,558 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $312,558 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,814 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,814 | TotalTaxAmt |
| Distributable Before Adj | $308,744 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $308,744 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $308,744 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $393,247 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $393,247 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,814 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $389,433 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $308,744 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $32,452 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $37,486 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,123 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $63,540 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $66,924 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $224,525 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $393,247 | QualifyingDistributionsAmt |
| Applied To Current Year | $308,744 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $84,503 | RemainingDistriFromCorpusAmt |
| Total Corpus | $309,028 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $32,452 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $276,576 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $37,486 | ExcessFromYear4Amt |
| Excess From Year3 | $24,123 | ExcessFromYear3Amt |
| Excess From Year2 | $63,540 | ExcessFromYear2Amt |
| Excess From Year1 | $66,924 | ExcessFromYear1Amt |
| Excess From Current Year | $84,503 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY KOVNER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 VANDERVENTER AVE STE 101 | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2127368255 | RecipientPhoneNum |
| Form And Info And Materials | NO PRESCRIBED FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | TO SUPPORT THE NEEDS AND COMFORTS OF CHILDREN, THE NEEDY, ORPHANS, HOMELESS PEOPLE, AND OTHER DULY QUALIFIED ORGANIZATIONS PRIMARILY, BUT NOT EXCLUSIVELY, IN THE NEW YORK METROPOLITAN AREA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| BED STUY CAMPAIGN AGAINST HUNGER | |||||||||
| 2010 FULTON STREET | BROOKLYN | NY | 11233 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | ||
| BOYS TOWN | |||||||||
| 444 PARK AVE S | NEW YORK | NY | 10016 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | ||
| BRONX LETTERS FOUNDATION | |||||||||
| 339 MORRIS AVE | BRONX | NY | 10451 | NONE | PUBLIC | GENERAL SUPPORT | $729 | ||
| CARTER BURDEN CENTER | |||||||||
| 415 EAST 73 ST | NEW YORK | NY | 10021 | NONE | PUBLIC | THANKSGIVING MEALS | $4,250 | FOR THE AGING | |
| CITY HARVEST NEW YORK | |||||||||
| 575 8TH AVE | NEW YORK | NY | 10018 | NONE | PUBLIC | DISH OUT THE LOVE | $5,000 | ||
| CITY HARVEST NEW YORK | |||||||||
| 575 8TH AVE | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | ||
| CITY MEALS ON WHEELS | |||||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | NONE | PUBLIC | HUNTS POINT FACILITY | $40,000 | ||
| COLD SPRING HARBOR EDUCATIONAL | |||||||||
| 75 GOOSE HIL ROAD | COLD SPRING HARBOR | NY | 11724 | NONE | PUBLIC | GENERAL SUPPORT | $200 | FOUNDATION | |
| COMMUNITY SYNAGOGUE OF PORT | |||||||||
| 160 MIDDLE NECK RD | SANDS POINT | NY | 11050 | NONE | PUBLIC | THANKSGIVING MEALS | $750 | ||
| DON MONTI MEMORIAL | |||||||||
| 101 ST ANDREWS LANE | GLEN COVE | NY | 11542 | NONE | PUBLIC | GENERAL SUPPORT | $800 | CANCER CENTER | |
| FAMILY AND CHILDREN'S ASSOCATION | |||||||||
| 100 EAST OLD COUNTRY ROAD | MINEOLA | NY | 11501 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | ||
| FOOD BANK FOR NYC | |||||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | ||
| FRIENDS OF ALYN | |||||||||
| 122 E 42 STREET STE 1519 | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL SUPPORT | $250 | ||
| GIRL SCOUTS OF GREATER | |||||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC | TROOP 6000 SUPPORT | $8,250 | NEW YORK | |
| GODS LOVE WE DELIVER | |||||||||
| 166 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | PUBLIC | DELIVERY VANS | $52,200 | ||
| GODS LOVE WE DELIVER | |||||||||
| 166 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | ||
| HOCKEY HELPS | |||||||||
| 575 VANDERBILT PKWY | DIX HILLS | NY | 11746 | NONE | PUBLIC | GENERAL SUPPORT | $250 | ||
| INNER CITY SCHOLARSHIP FUND | |||||||||
| 1011 1ST AVE | NEW YORK | NY | 10022 | NONE | PUBLIC | GENERAL SUPPORT | $250 | ||
| ISLAND HARVEST | |||||||||
| 15 GRUMMAN RD W | BETHPAGE | NY | 11714 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | ||
| JONI'S FUND | |||||||||
| 18 MANOR ROAD | SMITHTOWN | NY | 11787 | NONE | PUBLIC | GENERAL SUPPORT | $400 | ||
| L I ALZHEIMER FOUND | |||||||||
| 1025 OLD COUNTRY ROAD | WESTBURY | NY | 11590 | NONE | PUBLIC | GENERAL SUPPORT | $2,850 | ||
| LONG ISLAND CARES | |||||||||
| 10 DAVIDS DRIVE | HAPPAGUE | NY | 11788 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | ||
| LONG ISLAND COUNCIL ON | |||||||||
| 207 HILLSIDE AVE | WILLISTON PARK | NY | 11596 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | ALCOHOL AND DRUG DEP | |
| NEIGHBORGOOD FUNDERS GROUP | |||||||||
| 300 FRANK H OGAWA | OAKLAND | CA | 94612 | NONE | PUBLIC | GENERAL SUPPORT | $515 | ||
| NEW YORK CITY RESCUE MISSION | |||||||||
| 90 LAFAYETTE STREET | NEW YORK | NY | 10013 | NONE | PUBLIC | EMERGENCY FOOD PANTRY | $25,000 | ||
| NEW YORK COMMON PANTRY | |||||||||
| 1290 HOE AVE | BRONX | NY | 10459 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | ||
| PART OF THE SOLUTION | |||||||||
| 2759 WEBSTER AVE | BRONX | NY | 10458 | NONE | PUBLIC | BUILD/RENOVATE FACILITY | $71,429 | ||
| PINK AID | |||||||||
| PO BOX 5157 | WESTPORT | CT | 06881 | NONE | PUBLIC | GENERAL SUPPORT | $900 | ||
| SAFE HORIZON | |||||||||
| 15120 JAMAICA AVE 2 | NEW YORK | NY | 11432 | NONE | PUBLIC | CHILD ADVOCACY CENTER | $15,000 | CHILD ADVOCACY CENTER | |
| SAINT JOHNS BREAD AND LIFE | |||||||||
| 795 LEXINGTON AVE | BROOKLYN | NY | 11221 | NONE | PUBLIC | LOBBY RENOVATION | $17,050 | ||
| SPECTRUM DESIGNS FOUNDATION | |||||||||
| 366 MAIN ST | PORT WASHINGTON | NY | 11050 | NONE | PUBLIC | GENERAL SUPPORT | $2,900 | ||
| ST PAUL THE APOSTLE CHURCH | |||||||||
| 2534 CEDAR SWAMP RD | GLEN HEAD | NY | 11545 | NONE | PUBLIC | HOLIDAY DINNERS | $9,500 | ||
| ST PETERS OF ALCANTARA | |||||||||
| 1327 PORT WASHINGTON BLVD | PORT WASHINGTON | NY | 11050 | NONE | RELIGIOUS | THANKSGIVING MEALS | $750 | RC CHURCH | |
| SUGAR HILL CHILDREN'S MUSEUM | |||||||||
| 898 ST NICHOLAS AVE | NEW YORK | NY | 10032 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | ||
| SUNRISE DAY CAMP | |||||||||
| 1014 75 COLONIAL SPRINGS | WYANDANCH | NY | 11798 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | ROAD | |
| SWIM ACROSS AMERICA | |||||||||
| PO BOX 7878 | GARDEN CITY | NY | 11530 | NONE | PUBLIC | GENERAL SUPPORT | $10,050 | ||
| THE INN | |||||||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | NONE | PUBLIC | GENERAL SUPPORT | $2,850 | ||
| THE SAFE CENTER | |||||||||
| 15 GRUMMAN ROAD W | BETHPAGE | NY | 11714 | NONE | PUBLIC | SANDY OLIVIA FUND | $5,000 | ||
| VOLUNTEERS OF AMERICA | |||||||||
| 9305 168TH STREET | JAMAICA | NY | 11433 | NONE | PUBLIC | DOMESTIC VIOLENCE SHELTER | $55,499 | ||
| WESTSIDE CAMPAIGN AGAINS HUNGER | |||||||||
| 263 W 86TH STREET | NEW YORK | NY | 10024 | NONE | PUBLIC | HOLIDAY MEALS | $5,400 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $361,522 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $403,650 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 2 | ExclusionCd |
| Exclusion | $42,108 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $445,844 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $445,844 | 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 | $3,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE NOTES AND DEBENTURES | BondNm |
| EOY Book Value | $481,103 | EOYBookValueAmt |
| EOYFMV | $508,659 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,825,335 | EOYBookValueAmt |
| EOYFMV | $1,810,007 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $3,772,663 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $4,176,918 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT- RENT | Desc |
| BOY Book Value | $2,600 | BOYBookValueAmt |
| EOY Book Value | $2,600 | EOYBookValueAmt |
| EOYFMV | $2,600 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| ANNUAL MEETING EXPENSE | $723 | $723 | |
| BANK CHARGES | $42 | $12 | |
| BROKER FEES | $33 | $33 | |
| COMPUTER EXPENSES | $174 | $174 | |
| INSURANCE | $1,345 | $1,345 | |
| INTERNET SERVICE | $780 | $390 | $390 |
| MEALS | $200 | ||
| OFFICE EXENSES | $49 | $71 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $49,000 | $49,000 | |
| EXECUTIVE DIRECTOR FEES | $18,000 | $18,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $4,290 | $4,290 | |
| NY FILING FEE | $260 | $260 |
Comments