HEISMAN TROPHY TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HEISMAN TROPHY TR (EIN 13-7052079)
- Tax period
- 2018-11-01 to 2019-10-31
- Filed
- 2020-09-11
- IRS object ID
- 202042559349100019
- Schema version
- 2018v3.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Explan Of Legis Political Actvts
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-11T13:21:54-05:00 | ReturnTs |
| Tax Period End | 2019-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113266576 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRASSI & CO CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 JERICHO QUADRANGLE SUITE 200 | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137052079 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEISMAN TROPHY TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEIS | BusinessNameControlTxt |
| Phone | 2124257000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 BROADWAY NO 103A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL COMERFORD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2124257000 | PhoneNum |
| Signature | 2020-09-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID MROTTKAMP CPA | PreparerPersonNm |
| PTIN | P00638973 | PTIN |
| Phone | 5162563500 | PhoneNum |
| Preparation | 2020-09-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 100.12.170.43 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-11 | IPDt |
| IP Tm | 12:51:26 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FA19FACCF1667957427EDFF14DBA91D5D9D19625 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,411,195 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,433,539 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $39,123 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39,123 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $39,123 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $972,316 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $972,316 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $972,316 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,223 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,275,208 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,223 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $25,223 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,230,684 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,230,684 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,700,885 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,036,662 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,267,346 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $157,808 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $157,808 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $115,735 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $115,735 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $65,521 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $65,521 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $48,567 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $48,567 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,069 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $44,069 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $346,867 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $346,867 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $73,426 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $73,426 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,729 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $10,729 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $86,614 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $86,614 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,068 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $13,068 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $880,139 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $148,714 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $731,425 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,842,543 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $148,714 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,693,829 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,431,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,431,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,273,993 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $148,714 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,693,829 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,431,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,426,892 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $887,948 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,573,517 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,283,602 | CashBOYAmt |
| Cash EOY | $686,913 | CashEOYAmt |
| Cash EOYFMV | $686,913 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,036,499 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,566,698 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,566,698 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $55,933 | AcctRcvblAmt |
| Acct Rcvbl BOY | $103,419 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $55,933 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $55,933 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $151,049 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $367,136 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $367,136 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $13,311,861 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,913,228 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,092,424 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,387,320 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,496,280 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,838,845 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,066,334 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $692,937 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $775,636 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $105,527 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $92,917 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $14,186 | LandBOYAmt |
| Land EOY | $12,610 | LandEOYAmt |
| Land EOYFMV | $12,610 | LandEOYFMVAmt |
| Other Assets BOY | $15,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $29,369,270 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,806,735 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,411,195 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,343 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,505 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $717,310 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $743,696 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $20,815 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,840 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $745,468 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $756,041 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $28,623,802 | UnrestrictedBOYAmt |
| Unrestricted EOY | $31,050,694 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,623,802 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,050,694 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,369,270 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,806,735 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,623,802 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,426,892 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $31,050,694 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,050,694 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JP MORGAN | P | $5,948,062 | $6,022,419 | -$74,357 | -$74,357 |
| NORTHERN TRUST | P | $3,327,146 | $3,227,566 | $99,580 | $99,580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,223 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $25,223 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,197,337 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,732,776 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.082196 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,037,539 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $25,054,114 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.081326 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,830,716 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $20,704,396 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.088422 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,728,462 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,011,765 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.107949 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,512,079 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,507,344 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.097507 | DistributionYr5Rt |
| Total Distribution | 0.457400 | TotalDistributionRt |
| Average Distribution | 0.091480 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $32,436,480 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,967,289 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,879 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,976,168 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,431,450 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,759 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,759 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,759 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $586 | EsPenaltyAmt |
| Overpayment | $1,655 | OverpaymentAmt |
| Applied To ES Tax | $1,655 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HEISMAN.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRASSI AND COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5162563500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 JERICHO QUADRANGLE | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM J DOCKERY | ||||||||
| 111 BROADWAY | NEW YORK | NY | 10006 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| MICHAEL COMERFORD ESQ | ||||||||
| 111 BROADWAY | NEW YORK | NY | 10006 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES CORCORAN | ||||||||
| 111 BROADWAY | NEW YORK | NY | 10006 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| N RICHARD KALIKOW | ||||||||
| 111 BROADWAY | NEW YORK | NY | 10006 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| VASILI KRISHNAMURTI | ||||||||
| 111 BROADWAY | NEW YORK | NY | 10006 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRIAN OBERGFELL | ||||||||
| 111 BROADWAY | NEW YORK | NY | 10006 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CAROL PISANO | ||||||||
| 111 BROADWAY | NEW YORK | NY | 10006 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SANFORD WURMFELD | ||||||||
| 111 BROADWAY | NEW YORK | NY | 10006 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT WHALEN | ||||||||
| 111 BROADWAY | NEW YORK | NY | 10006 | EXECUTIVE DIRECTOR | 40.00 | $157,808 | $25,257 | $21,992 |
| ANNE DONAHUE | ||||||||
| 111 BROADWAY | NEW YORK | NY | 10006 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY HENNING | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OPERATIONS MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $117,058 | CompensationAmt |
| Employee Benefits | $7,023 | EmployeeBenefitsAmt |
| Expense Account | $21,992 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,399,619 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,530,818 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,930,437 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,930,437 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $493,957 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,436,480 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,621,824 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,431,450 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,431,450 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,431,450 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,512,079 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,731,494 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $3,243,573 | TotalExcessDistributionCyovAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,243,573 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,512,079 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,731,494 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,731,494 | ExcessFromYear4Amt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2008-06-30 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,573,517 | CurrentYearAmt |
| Year1 | $1,336,639 | Year1Amt |
| Year2 | $1,252,706 | Year2Amt |
| Year3 | $1,035,220 | Year3Amt |
| Total | $5,198,082 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,337,489 | CurrentYearAmt |
| Year1 | $1,136,143 | Year1Amt |
| Year2 | $1,064,800 | Year2Amt |
| Year3 | $879,937 | Year3Amt |
| Total | $4,418,370 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,431,450 | CurrentYearAmt |
| Year1 | $2,197,337 | Year1Amt |
| Year2 | $2,037,539 | Year2Amt |
| Year3 | $1,830,716 | Year3Amt |
| Total | $8,497,042 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,431,450 | CurrentYearAmt |
| Year1 | $2,197,337 | Year1Amt |
| Year2 | $2,037,539 | Year2Amt |
| Year3 | $1,830,716 | Year3Amt |
| Total | $8,497,042 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,081,216 | CurrentYearAmt |
| Year1 | $891,093 | Year1Amt |
| Year2 | $835,137 | Year2Amt |
| Year3 | $690,147 | Year3Amt |
| Total | $3,497,593 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NEW YORK COMMUNITY TRUST | |||||||||||||
| 909 THIRD AVE | NEW YORK | NY | 10022 | NONE | PC | DONATION | $2,065,000 | ||||||
| DREAM HARLEM RBI | |||||||||||||
| 1991 SECOND AVENUE | NEW YORK | NY | 10029 | NONE | PC | FINANCIAL SUPPORT | $75,000 | ||||||
| DONORSCHOOSEORG | |||||||||||||
| 134 WEST 37TH STREET | NEW YORK | NY | 10018 | NONE | PC | FINANCIAL SUPPORT | $48,950 | ||||||
| THE TORRETTA FOUNDATION | |||||||||||||
| 7322 SW 54TH CT SUITE 100 | MIAMI | FL | 33143 | NONE | PC | FINANCIAL SUPPORT | $20,000 | ||||||
| DR JOHN E UPLEDGER FOUNDATION INC | |||||||||||||
| 11211 PROSPERITY FARMS ROAD SUITE | PALM BEACH GARDENS | FL | 33410 | NONE | PC | FINANCIAL SUPPORT | $20,000 | D-223 | |||||
| DAVID ROBINSON FOUNDATION | |||||||||||||
| 1150 N LOOP 1604 W BOX 505 | SAN ANTONIO | TX | 78248 | NONE | PC | FINANCIAL SUPPORT | $17,500 | ||||||
| FUTURE FOUNDATIONS FAMILY CENTER | |||||||||||||
| 551 WASHINGTON AVE | GRANTS | NM | 87020 | NONE | PC | FINANCIAL SUPPORT | $10,000 | ||||||
| HBC FOUNDATION | |||||||||||||
| 14664 NW 25TH ROAD | NEWBERRY | FL | 32669 | NONE | PC | FINANCIAL SUPPORT | $10,000 | ||||||
| BILLY SIMS FOUNDATION INC | |||||||||||||
| 6570 E 51ST ST B | TULSA | OK | 74145 | NONE | PC | FINANCIAL SUPPORT | $10,000 | ||||||
| PRESTONWOOD CHRISTIAN ACADEMY INC | |||||||||||||
| 6801 W PARK BLVD | PLANO | TX | 75093 | NONE | PC | FINANCIAL SUPPORT | $10,000 | ||||||
| GEORGE ROGERS FOUNDATION OF THE CAROLINAS INC | |||||||||||||
| PO BOX 205 | COLUMBIA | SC | 29202 | NONE | PC | FINANCIAL SUPPORT | $10,000 | ||||||
| MINNIES FOOD PANTRY | |||||||||||||
| 661 18TH STREET | PLANO | TX | 75074 | NONE | PC | FINANCIAL SUPPORT | $10,000 | ||||||
| ARCHIE & BONITA GRIFFIN FOUNDATION | |||||||||||||
| 425 W SCHROCK RD STE 103 | WESTERVILLE | OH | 43081 | NONE | PC | FINANCIAL SUPPORT | $10,000 | ||||||
| JOHNNY RODGERS YOUTH FOUNDATION | |||||||||||||
| 2011 WIRT ST | OMAHA | NE | 68110 | NONE | PC | FINANCIAL SUPPORT | $10,000 | ||||||
| COMPANIONS IN COURAGE FOUNDATION | |||||||||||||
| PO BOX 768 | HUNTINGTON | NY | 11743 | NONE | PC | FINANCIAL SUPPORT | $10,000 | ||||||
| MIKE ROZIER CANCER FOUNDATION | |||||||||||||
| 303 SUNSHINE LAKE DRIVE | VOORHEES | NJ | 08043 | NONE | PC | FINANCIAL SUPPORT | $10,000 | ||||||
| SISTER VISITOR PROGRAM | |||||||||||||
| 2235 WEST MARKET STREET | LOUISVILLE | KY | 40212 | NONE | PC | FINANCIAL SUPPORT | $10,000 | ||||||
| DRIVEN FOUNDATION | |||||||||||||
| 881 E JOHNSTOWN RD | COLUMBUS | OH | 43230 | NONE | PC | FINANCIAL SUPPORT | $10,000 | ||||||
| 52ND STREET PROJECT | |||||||||||||
| 789 10TH AVENUE | NEW YORK | NY | 10019 | NONE | PC | FINANCIAL SUPPORT | $7,000 | ||||||
| BROADWAY CARES | |||||||||||||
| 165 WEST 46TH STREET 1300 | NEW YORK | NY | 10036 | NONE | PC | FINANCIAL SUPPORT | $5,000 | ||||||
| RIGHT TO PLAY | |||||||||||||
| NONE | PC | FINANCIAL SUPPORT | $5,000 | 18 KING ST EAST SUITE 14 | TORONTO | ONTARIO | CA | M5C IC4 | |||||
| JOURNEY TO NEW LIFE INC | |||||||||||||
| 3120 TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | FINANCIAL SUPPORT | $5,000 | ||||||
| SALT LAKE EDUCATION FOUNDATION | |||||||||||||
| 440 E 100 S | SALT LAKE CITY | UT | 84111 | NONE | PC | FINANCIAL SUPPORT | $5,000 | ||||||
| DISABLED AND LIMBLESS VETERANS INC | |||||||||||||
| 122 HILL STREET | NORWOOD | MA | 02062 | NONE | PC | FINANCIAL SUPPORT | $5,000 | ||||||
| UNITED STATES OLYMPIC MUSEUM | |||||||||||||
| 515 S CASCADE AVE | COLORADO SPRINGS | CO | 80903 | NONE | PC | FINANCIAL SUPPORT | $5,000 | ||||||
| ST VINVENT DE PAUL SOCIETY | |||||||||||||
| 66 PROGRESS PARKWAY | MARYLAND HEIGHTS | MO | 63043 | NONE | PC | FINANCIAL SUPPORT | $5,000 | ||||||
| FSU FOUNDATION INC | |||||||||||||
| 2010 LEVY AVE | TALLAHASSEE | FL | 32306 | NONE | PC | FINANCIAL SUPPORT | $5,000 | ||||||
| US NAVAL ACADEMY FOUNDATION | |||||||||||||
| 274 WOOD ROAD | ANNAPOLIS | MD | 21402 | NONE | PC | FINANCIAL SUPPORT | $5,000 | ||||||
| COSIDA | |||||||||||||
| PO BOX 7818 | GREENWOOD | IN | 46142 | NONE | PC | FINANCIAL SUPPORT | $5,000 | ||||||
| TEAM STEADY BUCKETS | |||||||||||||
| 27 UNION SQ W | NEW YORK | NY | 10003 | NONE | PC | FINANCIAL SUPPORT | $3,000 | ||||||
| OUR KIDS OF MIAMI-DADEMONROE INC | |||||||||||||
| 17801 NW 2ND AVEUE | MIAMI GARDENS | FL | 33169 | NONE | PC | FINANCIAL SUPPORT | $2,500 | ||||||
| TAYLOR HAUGEN FOUNDATION INC | |||||||||||||
| PO BOX 5201 | NICEVILLE | FL | 32578 | NONE | PC | FINANCIAL SUPPORT | $2,500 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,431,450 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,123 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $972,316 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,223 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| LICENSING | $100,604 |
| MEDIA | $2,130,000 |
| MERCHANDISE SALES | $80 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,036,662 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,230,684 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,267,346 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | THE HEISMAN TROPHY TRUST ENSURES THE CONTINUATION AND INTEGRITY OF THE HEISMAN MEMORIAL TROPHY. THE TRUST ALSO HAS A CHARIATABLE MISSION TO SUPPORT AMATEUR ATHLETICS AND TO PROVIDE GREATER OPPORTUNITIES TO THE YOUTH OF OUR COUNTRY | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (20 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| NISSAN | ||||||
| 1 | 195 BROADWAY | NEW YORK | NY | 10007 | $2,326,850 | Yes (X) |
| ESPN | ||||||
| 2 | 935 MIDDLE STREET | BRISTOL | CT | 06010 | $2,130,000 | Yes (X) |
| WENDY'S | ||||||
| 3 | ONE DAVE THOMAS BLVD | DUBLIN | OH | 43017 | $707,174 | Yes (X) |
| MR GEORGE WEISS | ||||||
| 4 | 7252 FISHER ISLAND DRIVE | FISHER ISLAND | FL | 33109 | $50,000 | Yes (X) |
| UNIVERSITY OF PENNSYLVANIA | ||||||
| 5 | 235 S 33RD STREET | PHILADELPHIA | PA | 19104 | $50,000 | Yes (X) |
| JOSTENSVISANT | ||||||
| 6 | 357 MAIN ST | ARMONK | NY | 10504 | $42,500 | Yes (X) |
| TYLER BARTON | ||||||
| 7 | 7131 RIVERSIDE PARKWAY | TULSA | OK | 74136 | $30,000 | Yes (X) |
| MIKE HOUCK | ||||||
| 8 | 180 W BROOKS STREET STE 2525 | NORMAN | OK | 73019 | $21,100 | Yes (X) |
| UNIVERSITY OF ALABAMA | ||||||
| 9 | 1201 COLISEUM DRIVE | TUSCALOOSA | AL | 35401 | $12,700 | Yes (X) |
| JOHN PLUNK | ||||||
| 10 | PO BOX 1043 | ATHENS | AL | 35612 | $10,000 | Yes (X) |
| WELLS FARGO ADVISORS | ||||||
| 11 | 1211 AVENUE OF THE AMERICAS 27TH FL | NEW YORK | NY | 10036 | $10,000 | Yes (X) |
| UNIVERSITY OF NOTRE DAME | ||||||
| 12 | ROOM 112 JOYCE CENTER | NOTRE DAME | IN | 46556 | $8,500 | Yes (X) |
| MICHAEL COMERFORD | ||||||
| 13 | 1122 FRANKLIN AVE STE 406 | GARDEN CITY | NY | 11530 | $7,200 | Yes (X) |
| LANE BRANUM | ||||||
| 14 | 2609 NORTH N STREET | MIDLAND | TX | 79705 | $6,000 | Yes (X) |
| MICHELE BEAGLE | ||||||
| 15 | 1484 FALLSBROOK COURT NW | ACWORTH | GA | 30101 | $6,000 | Yes (X) |
| ROB WILSON | ||||||
| 16 | 403 STADIUM DRIVE WEST SUITE D2207 | TALLAHASSEE | FL | 32304 | $6,000 | Yes (X) |
| STEVE LOPES ED | ||||||
| 17 | 3501 WATT WAY | LOS ANGELES | CA | 90089 | $6,000 | Yes (X) |
| MEREDITH YORO | ||||||
| 18 | 3142 WAIALAE AVENUE | HONOLULU | HI | 96816 | $6,000 | Yes (X) |
| THE OHIO STATE UNIVERSITY | ||||||
| 19 | 901 WOODY HAYES DR | COLUMBUS | OH | 43210 | $5,500 | Yes (X) |
| ROBERT TUCKER | ||||||
| 20 | 12 HENRY AUSTIN DRIVE | WILTON | CT | 06897 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $44,069 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $44,069 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| COPIER USED | 2008-03-21 | $3,739 | $3,739 | SL | 5.000000000000 | $0 | $0 | $0 |
| LAPTOP | 2008-10-07 | $1,463 | $1,463 | SL | 5.000000000000 | $0 | $0 | $0 |
| NEW COMPUTER | 2008-11-12 | $1,713 | $1,713 | SL | 5.000000000000 | $0 | $0 | $0 |
| NEW OFFICE PRINTER | 2009-05-12 | $1,807 | $1,807 | SL | 5.000000000000 | $0 | $0 | $0 |
| 6 CR CARD SWIPERS | 2010-09-09 | $2,832 | $2,807 | SL | 5.000000000000 | $0 | $0 | $0 |
| WEB SOFTWARE UPGRADE | 2010-04-01 | $1,524 | $1,524 | SL | 5.000000000000 | $0 | $0 | $0 |
| DESKTOP COMPUTER | 2010-04-01 | $1,272 | $1,272 | SL | 5.000000000000 | $0 | $0 | $0 |
| NEW LABTOP | 2011-07-26 | $2,023 | $2,023 | SL | 5.000000000000 | $0 | $0 | $0 |
| OFFICE FURNITURE | 2011-03-31 | $49,642 | $41,535 | 150DB | 7.000000000000 | $7,178 | $0 | $7,178 |
| NEW LABTOP RW | 2012-02-02 | $2,403 | $2,403 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| EXTERNAL HARD DRIVE | 2012-10-01 | $162 | $162 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| OFFICE FURNITURE | 2012-04-30 | $15,667 | $14,802 | 150DB | 7.000000000000 | $865 | $0 | $865 |
| NEW PHONE SYSTEM | 2014-06-30 | $3,554 | $3,198 | SL | 5.000000000000 | $356 | $0 | $356 |
| COMPUTER EQUIPMENT | 2016-11-01 | $1,498 | $1,498 | SL | 5.000000000000 | $0 | $0 | $0 |
| COMPUTER EQUIPMENT | 2016-11-21 | $5,000 | $2,405 | SL | 5.000000000000 | $1,000 | $0 | $1,000 |
| COMPUTER EQUIPMENT | 2018-03-30 | $2,167 | $253 | SL | 5.000000000000 | $433 | $0 | $433 |
| COMPUTER EQUIPMENT | 2018-10-28 | $325 | SL | 5.000000000000 | $65 | $0 | $65 | |
| OFFICE FURNITURE | 2019-06-28 | $8,736 | SL | 7.000000000000 | $416 | $0 | $416 |
Explan Of Legis Political Actvts ExplanOfLegisPoliticalActvts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medium Explanation | N/A | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US FIXED INCOME | $4,895,476 | $5,064,154 |
| GLOBAL FIXED INCOME | $1,741,487 | $1,821,047 |
| US FIXED INCOME- NORTHERN TRUST | $2,859,317 | $2,953,644 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US LARGE CAP EUITY | $5,539,613 | $6,751,068 |
| EAFE EQUITY | $1,007,332 | $1,122,150 |
| JAPANESE LARGE CAP | $498,128 | $563,563 |
| EQUITIES- NORTHERN TRUST | $8,254,586 | $9,430,408 |
| EQUITIES- NORTHERN TRUST COHO | $599,101 | $741,839 |
| EQUITIES- NORTHERN TRUST JENNISON | $475,312 | $759,825 |
| EUROPEAN LARGE CAP EQUITY | $946,418 | $1,064,692 |
| ASIA EX-JAPAN EQUITY | $183,700 | $207,056 |
| GRANITE-NORTHERN TRUST | $409,038 | $451,823 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REAL ESTATE | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $692,937 | BookValueAmt |
| EOYFMV | $775,636 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COPIER USED | $3,739 | $3,739 | $0 |
| LAPTOP | $1,463 | $1,463 | $0 |
| NEW COMPUTER | $1,713 | $1,713 | $0 |
| NEW OFFICE PRINTER | $1,807 | $1,807 | $0 |
| 6 CR CARD SWIPERS | $2,832 | $2,807 | $25 |
| WEB SOFTWARE UPGRADE | $1,524 | $1,524 | $0 |
| DESKTOP COMPUTER | $1,272 | $1,272 | $0 |
| NEW LABTOP | $2,023 | $2,023 | $0 |
| OFFICE FURNITURE | $49,642 | $48,713 | $929 |
| NEW LABTOP RW | $2,403 | $2,403 | $0 |
| EXTERNAL HARD DRIVE | $162 | $162 | $0 |
| OFFICE FURNITURE | $15,667 | $15,667 | $0 |
| NEW PHONE SYSTEM | $3,554 | $3,554 | $0 |
| COMPUTER EQUIPMENT | $1,498 | $1,498 | $0 |
| COMPUTER EQUIPMENT | $5,000 | $3,405 | $1,595 |
| COMPUTER EQUIPMENT | $2,167 | $686 | $1,481 |
| COMPUTER EQUIPMENT | $325 | $65 | $260 |
| OFFICE FURNITURE | $8,736 | $416 | $8,320 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $48,567 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $48,567 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $15,000 | BOYBookValueAmt |
| EOY Book Value | $15,000 | EOYBookValueAmt |
| EOYFMV | $15,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $24,838 | $0 | $24,838 | $0 |
| OFFICE EXPENSES | $23,450 | $0 | $23,450 | $0 |
| HEISMAN AWARDS DINNER EXPENSES | $620,115 | $0 | $620,115 | $0 |
| BANK CHARGES AND MISC FEES | $8,318 | $0 | $8,318 | $0 |
| WEBSITE | $31,386 | $0 | $31,386 | $0 |
| PAYROLL FEE | $6,026 | $0 | $6,026 | $0 |
| JP MORGAN CUSTODY FEE | $78,147 | $78,147 | $0 | $0 |
| NORTHER TRUST CUSTODY FEE | $70,567 | $70,567 | $0 | $0 |
| DUES AND SUBSCRIPTIONS | $8,081 | $0 | $8,081 | $0 |
| POSTAGE AND STATIONARY | $5,645 | $0 | $5,645 | $0 |
| TELEPHONE EXPENSE | $3,566 | $0 | $3,566 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| LICENSING | $100,604 | $100,604 |
| MEDIA | $2,130,000 | $2,130,000 |
| MERCHANDISE SALES | $80 | $80 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| BOY Book Value | $20,815 | BOYBookValueAmt |
| EOY Book Value | $10,840 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OUTSIDE CONTRACTORS | CategoryTxt |
| Amt | $346,867 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $346,867 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $52,382 | $0 | $52,382 | $0 |
| NYS FILING FEE | $750 | $0 | $750 | $0 |
| PAYROLL TAXES | $20,294 | $0 | $20,294 | $0 |
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