THE CHAZEN FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE CHAZEN FOUNDATION (EIN 13-3229474)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-09-02
IRS object ID
202542459349100514
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-09-02T10:06:58-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN333709623PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 AVENUE OF THE AMERICASAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133229474EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHAZEN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHAZBusinessNameControlTxt
Phone2128887800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO COHNREZNICK 1301 6TH AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSIMONA CHAZENPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2128887800PhoneNum
Signature2025-08-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVE KREINIKPreparerPersonNm
PTINP00839914PTIN
Phone2122970400PhoneNum
Preparation2025-08-24PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,965,559FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$21InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$276,402DividendsRevAndExpnssAmt
Dividends Net Invst Incm$276,402DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$273,145NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,377,974GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$273,145CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$6,532OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$6,532OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$556,100TotalRevAndExpnssAmt
Total Net Invst Incm$556,100TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$20,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,000OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$10,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$6,312TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,312TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$83,911OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$83,161OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$750OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$110,223TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$94,473TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,750TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$982,944ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$982,944ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,093,167TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$94,473TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$993,694TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$537,067ExcessRevenueOverExpensesAmt
Net Investment Income$461,627NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$2CashEOYAmt
Cash EOYFMV$2CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,787,660SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$822,149SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$822,149SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,417,802CorporateStockBOYAmt
Corporate Stock EOY$5,852,657CorporateStockEOYAmt
Corporate Stock EOYFMV$12,143,408CorporateStockEOYFMVAmt
Total Assets BOY$7,205,462TotalAssetsBOYAmt
Total Assets EOY$6,674,808TotalAssetsEOYAmt
Total Assets EOYFMV$12,965,559TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,205,462RetainedEarningBOYAmt
Retained Earning EOY$6,674,808RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,205,462TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,674,808TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,205,462TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,674,808TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,205,462TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$537,067ExcessRevenueOverExpensesAmt
Other Increases$6,413OtherIncreasesAmt
Subtotal$6,674,808SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,674,808TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
TRUIST# 9456P2024-10-152024-11-15$296,229$292,252$3,977$3,977
TRUIST# 9456P2024-01-012024-12-31$1,081,698$812,577$269,121$269,121
CAPITAL GAINS DIVIDENDSP$47$47$47
FieldValueIRS element (for citing)
Capital Gain Net Income$273,145CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,417InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,417SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,417TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,337EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$9,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$17,337TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$10,920OverpaymentAmt
Applied To ES Tax$10,920AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressCHAZEN.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2128887800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11301 6TH AVEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSIMONA CHAZENPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O COHNREZNICK 1301 6TH AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.25AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,772,789AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,130,158AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,902,947TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,902,947AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$193,544CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,709,403NetVlNoncharitableAssetsAmt
Minimum Investment Return$635,470MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$635,470MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,417TaxBasedOnInvestmentIncomeAmt
Total Tax$6,417TotalTaxAmt
Distributable Before Adj$629,053DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$629,053DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$629,053DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$993,694ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$993,694QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$629,053DistributableAsAdjustedAmt
Undistributed Income PY$382,354UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$993,694QualifyingDistributionsAmt
Applied To Year1$382,354AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$611,340AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$17,713UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
92ND STREET Y
1395 LEXINGTON AVENEW YORKNY10128NONEPUBLIC CHARITYGENERAL SUPPORT$50,000
AMERICAN CIVIL LIBERTIES UNION (ACLU)
125 BROEAD STREETNEW YORKNY10004NONEPUBLIC CHARITYGENERAL SUPPORT$100
AMERICAN CRAFT COUNCIL
PO BOX 8567BIG SANDYTX75755NONEPUBLIC CHARITYGENERAL SUPPORT$200
ANDREW GOODMAN FOUNDATION
PO BOX 394MAHWAHNJ07430NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
ASSOCIATION OF ISRAEL'S DECORATIVE ARTS
110 EAST 59TH STREET 26TH FLOORNEW YORKNY10022NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
CENTER FOR SAFETY & CHANGE
9 JOHNSONS LANENEW YORKNY10956NONEPUBLIC CHARITYGENERAL SUPPORT$26,000
CHILDREN'S MUSEUM OF MANHATTAN
212 W 83RD STNEW YORKNY10024NONEPUBLIC CHARITYGENERAL SUPPORT$305
HIGH JUMP
820 W JACKSON BOULEVARD SUITE 310CHICAGOIL60607NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
HISTORICAL SOCIETY OF NYACK
50 PIERMONT AVENYACKNY10960NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
IMPACT ISRAEL
200 HIGHLAND AVENUE SUITE 301NEEDHAMMA02494NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
JAZZ AT LINCOLN CENTER
162 WEST 56TH STREET SUITE 405NEW YORKNY10019NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
JCC ROCKLAND
450 ROADWEST NYACKNY10994NONEPUBLIC CHARITYGENERAL SUPPORT$25,000
JEWISH EDUCATION PROJECT
520 EIGHTH AVENUE 15TH FLOORNEW YORKNY10018NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
JEWISH NATIONAL FUND
78 RANDALL AVENUEROCKVILLE CENTRENY11570NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
LUPUS RESEARCH ALLIANCE
270 MADISON AVENUE SUITE 300NEW YORKNY10016NONEPUBLIC CHARITYGENERAL SUPPORT$12,500
MADISON COMMUNITY FOUNDATION
111 N FAIRCHILD STREET SUITE 260MADISONWI53703NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
METROPOLITAN OPERA
LINCOLN CENTERNEW YORKNY10023NONEPUBLIC CHARITYGENERAL SUPPORT$5,500
MONTEFIORE NYACK HOSPITAL FOUNDATION
160 N MIDLAND AVENUENYACKNY10960NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
MUSEUM OF ARTS AND DESIGN
11 WEST 53RD STREETNEW YORKNY10019NONEPUBLIC CHARITYGENERAL SUPPORT$25,000
NEW ENGLAND AQUARIUM
1 CENTRAL WHARFBOSTONMA02110NONEPUBLIC CHARITYGENERAL SUPPORT$209
NEWPORT FESTIVALS FOUNDATION INC
PO BOX 3865NEWPORTRI02840NONEPUBLIC CHARITYGENERAL SUPPORT$25,000
NYACK CENTER
58 DEPEW AVENYACKNY109603804NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
NYACK FIRE DEPARTMENT
PO BOX 91UPPER NYACKNY10960NONEPUBLIC CHARITYGENERAL SUPPORT$100
NYACK LIBRARY
59 S BROADWAYNYACKNY10960NONEPUBLIC CHARITYGENERAL SUPPORT$500
NYPIRG
9 MURRAY STREETNEW YORKNY10007NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
PENGUIN REP THEATRE
PO BOX 91STONY POINTNY10980NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
PEOPLE TO PEOPLE
121 WEST NYACK ROADNANUETNY10954NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
RICHARD TUCKER MUSIC FOUNDATION
1790 BROADWAY SUITE 715NEW YORKNY10019NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
ROCKLAND COUNTRY PRIDE CENTER
28 S FRANKLIN STNAYAKNY10960NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
ROCKLAND COMMUNITY FOUNDATION
PO BOX 323NEW CITYNY10956NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
ROCKLAND CONSERVATORY OF MUSIC
45 S MAIN STPEARL RIVERNY10965NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
RUTGERS UNIVERSITY
94 ROCKAFELLER RDPISCATAWAYNJ088548054NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
THE REFORM TEMPLE OF ROCKLAND
330 NORTH HIGHLAND AVENEW YORKNY10960NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
UNITED HOSPICE OF ROCKLAND
11 STOKUM LANENEW CITYNY10956NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
URBAN GLASS
647 FULTON STREET 3RD FLOORBROOKLYNNY11217NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
UW FOUNDATION CHAZEN MUSEUM OF ART
800 UNIVERSITY AVEMADISONWI53706NONEPUBLIC CHARITYGENERAL SUPPORT$690,401
UW HILLEL
611 LANGDON STREETMADISONWI53703NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
VCS INC
77 SOUTH MAIN STREENEW CITYNY10956NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
ZOO NEW ENGLAND
149 POND STSTONEHAMMA021801904NONEPUBLIC CHARITYGENERAL SUPPORT$129
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$982,944TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$276,402ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,532ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$273,145ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$556,100ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$556,100TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
28117 UNITS OF ARES CAPITAL CORP$530,365$615,481
5000 INVESCO NASDAQ 100 ETF$701,280$1,052,250
14150 ISHARES CORE S&P 500 ETF$3,188,633$8,329,822
3140 UNITS OF VANGUARD DIVIDEND APPRECIATION INDEX FUND$375,310$614,906
2093 UNITS OF VANGUARD MID-CAP GROWTH INDEX FUND$263,057$531,099
2910 VANUARD SMALL- CAP ETF$494,012$699,215
9077.156 JP MORGAN HEDGED EQUITY FD$300,000$300,635

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT & CUSTODIAN FEES$83,161$83,161$0
NYS FILING FEE$750$0$750

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Revenue And Expenses Per Books$6,532RevenueAndExpensesPerBooksAmt
Net Investment Income$6,532NetInvestmentIncomeAmt
Adjusted Net Income$6,532AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS/LOSSESDesc
Amt$6,413Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBOOKKEEPING & ADMINISTRATIONCategoryTxt
Amt$20,000Amt
Net Investment Income$10,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$10,000DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX ON DIVIDENDS$1,312$1,312$0
FEDERAL EXCISE TAX$5,000$0$0

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