PETER AND ROSANNE ARESTY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PETER AND ROSANNE ARESTY FOUNDATION (EIN 31-6666451)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202043169349101034
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T15:26:00-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WOOD AVE SO STE 600 | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 088302700 | 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 | 316666451 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER & ROSANNE ARESTY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ALFRED DUNNER INC | InCareOfNm |
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 2129446660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ALFRED DUNNER 1333 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER ARESTY | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2020-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOWARD KLEIN | PreparerPersonNm |
| PTIN | P01358590 | PTIN |
| Phone | 7322437000 | PhoneNum |
| Preparation | 2020-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.238.150.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 20870020203165000010 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 34046876DA4DF813FBA298697067E0C16F5780B6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2A5D715B81183CA2739148D843A3E599435EBB4F | 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 | $3,522,679 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $22,201 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22,201 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $48,163 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,662 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,845 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $153,032 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,328 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $517 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $74,209 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,708 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $3,199 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,178 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,913 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,963 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $133 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $133 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,245 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,274 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $175,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $175,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $183,245 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,274 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $175,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$109,036 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,434 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,045,664 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,185 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,185 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $24,930 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,417,163 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,338,536 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,482,494 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,487,757 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,378,721 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,522,679 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,487,757 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,378,721 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,487,757 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,378,721 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,487,757 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,378,721 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,487,757 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$109,036 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,378,721 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,378,721 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| GS -8394 | P | 2019-12-31 | $25,000 | $24,933 | $67 | $67 |
| GS -9474 | P | 2019-12-31 | $25,321 | $24,771 | $550 | $550 |
| CAPITAL GAIN DIVIDENDS | P | $2,711 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,328 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $181,600 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,531,816 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051418 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $185,375 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,638,165 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050953 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $200,961 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,802,275 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052853 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $206,302 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,964,010 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052044 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $213,148 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,145,096 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051422 | DistributionYr5Rt |
| Total Distribution | 0.25869 | TotalDistributionRt |
| Average Distribution | 0.051738 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,443,942 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $178,183 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $684 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $178,867 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $175,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,369 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,369 | SubtotalAmt |
| Tax Based On Investment Income | $1,369 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,038 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,038 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,669 | OverpaymentAmt |
| Applied To ES Tax | $1,669 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALFRED DUNNER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129446660 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333 BROADWAY 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PETER ARESTY | ||||||||
| 1333 BROADWAY 12th FLOOR | NEW YORK | NY | 10018 | Trustee | 5.0 | $0 | $0 | $0 |
| ROSANNE ARESTY | ||||||||
| 1333 BROADWAY 12th FLOOR | NEW YORK | NY | 10018 | Trustee | 5.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | . | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,337,845 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $158,543 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,496,388 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,496,388 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,446 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,443,942 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $172,197 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $172,197 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,369 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,369 | TotalTaxAmt |
| Distributable Before Adj | $170,828 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $170,828 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $170,828 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $175,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $175,250 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $175,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $170,828 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $174,047 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $175,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $174,047 | AppliedToYear1Amt |
| Applied To Current Year | $1,203 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $169,625 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| At Home on the Sound | ||||||||
| 545 Tompkins Ave | Mamaroneck | NY | 10543 | NONE | PC | For the use of the donee organization | $250 | |
| Carver Fund | ||||||||
| 400 Westchester Avenue | Port Chester | NY | 10573 | NONE | PC | For the use of the donee organization | $500 | |
| Open Door Foundation | ||||||||
| 165 Main St | Ossining | NY | 10562 | NONE | PC | For the use of the donee organization | $1,000 | |
| Mamaroneck Historical Society | ||||||||
| 740 Boston Post Rd | Mamaroneck | NY | 10543 | NONE | PC | For the use of the donee organization | $250 | |
| Bowdoin College | ||||||||
| 255 Maine St | Brunswick | ME | 04011 | NONE | PC | For the use of the donee organization | $5,000 | |
| Mamaroneck PBA | ||||||||
| PO Box 774 | Mamaroneck | NY | 10543 | NONE | PC | For the use of the donee organization | $250 | |
| Thirteen WNET | ||||||||
| 825 8th Ave | New York | NY | 10019 | NONE | PC | For the use of the donee organization | $1,000 | |
| Friends of the Smithsonian | ||||||||
| PO Box 37012 | Washington | DC | 20013 | NONE | PC | For the use of the donee organization | $500 | |
| Emelin Theatre | ||||||||
| 3609 Library Ln | Mamaroneck | NY | 10543 | NONE | PC | For the use of the donee organization | $5,000 | |
| L'Entraide Francaise | ||||||||
| PO Box 231026 | New York | NY | 10023 | NONE | PC | For the use of the donee organization | $1,000 | |
| Mamaroneck Larchmont Student Aid Fund | ||||||||
| PO Box 606 | Larchmont | NY | 10538 | NONE | PC | For the use of the donee organization | $2,500 | |
| Impact 100 Westchester | ||||||||
| PO Box 634 | Hartsdale | NY | 10530 | NONE | PC | For the use of the donee organization | $1,100 | |
| Our Sister's School | ||||||||
| 145 Brownell Ave | New Bedford | MA | 02740 | NONE | PC | For the use of the donee organization | $2,500 | |
| Doctors Without Borders USA | ||||||||
| 333 7th Ave | New York | NY | 10001 | NONE | PC | For the use of the donee organization | $1,000 | |
| Larchmont Mamaroneck Hunger Task Force | ||||||||
| 134 Center Ave | Mamaroneck | NY | 10543 | NONE | PC | For the use of the donee organization | $500 | |
| Friends of Mamaroneck Public Library | ||||||||
| 136 Prospect Ave | Mamaroneck | NY | 10543 | NONE | PC | For the use of the donee organization | $500 | |
| Harbor Island Conservancy | ||||||||
| 180 E Prospect Ave | Mamaroneck | NY | 10543 | NONE | PC | For the use of the donee organization | $1,400 | |
| Rye Country Day School | ||||||||
| 3 Cedar St | Rye | NY | 10580 | NONE | PC | For the use of the donee organization | $1,000 | |
| Icahn School of Medicine at Mt Sinai | ||||||||
| 1 Gustave Levy Pl | New York | NY | 10029 | NONE | PC | For the use of the donee organization | $25,000 | |
| The Windward School | ||||||||
| 13 Windward Avenue | White Plains | NY | 10605 | NONE | PC | For the use of the donee organization | $10,000 | |
| Westport Historical Society | ||||||||
| 25 Drift Rd | Westport | MA | 02790 | NONE | PC | For the use of the donee organization | $500 | |
| Maria Fareri Children's Hospital | ||||||||
| 100 Woods Rd | Valhalla | NY | 10595 | NONE | PC | For the use of the donee organization | $1,000 | |
| Buzzard's Bay Coalition | ||||||||
| 114 Front St | New Bedford | MA | 02740 | NONE | PC | For the use of the donee organization | $5,000 | |
| Village of Mamaroneck Emergency Medical | ||||||||
| 220 North Barry Avenue Extension | Mamaroneck | NY | 10543 | NONE | PC | For the use of the donee organization | $1,000 | |
| Blythedale Children's Hospital Service | ||||||||
| 95 Bradhurst Avenue | Valhalla | NY | 10595 | NONE | PC | For the use of the donee organization | $500 | |
| Westport Women's Club | ||||||||
| 44 Imperial Ave | Westport | CT | 06880 | NONE | PC | For the use of the donee organization | $1,500 | |
| YPIE Scholars Program | ||||||||
| 86 Main St | Yonkers | NY | 10701 | NONE | PC | For the use of the donee organization | $5,000 | |
| Latino U College Access | ||||||||
| 75 Virginia Rd | White Plains | NY | 10603 | NONE | PC | For the use of the donee organization | $2,000 | |
| Westport Land Conservation Trust | ||||||||
| 830 Drift Rd | Westport | MA | 02790 | NONE | PC | For the use of the donee organization | $10,000 | |
| Westport Youth Athletes Assoc | ||||||||
| Box 1567 | Westport | MA | 02790 | NONE | PC | For the use of the donee organization | $2,500 | |
| Alzheimer's Drug Discovery Foundation | ||||||||
| 57 W 57 St | New York | NY | 10019 | NONE | PC | For the use of the donee organization | $250 | |
| Wake Forest University | ||||||||
| 1834 Wake Forrest Rd | WinstonSalem | NC | 27106 | NONE | PC | For the use of the donee organization | $20,000 | |
| Westport River Watershed Alliance | ||||||||
| 493 Old County Rd | Westport | MA | 02790 | NONE | PC | For the use of the donee organization | $3,000 | |
| Youth Advocacy Foundation | ||||||||
| 44 Bromfield Street 2nd Floor | Boston | MA | 02108 | NONE | PC | For the use of the donee organization | $7,500 | |
| Oberlin College | ||||||||
| Bosworth Hall | Oberlin | OH | 44074 | NONE | PC | For the use of the donee organization | $5,000 | 50 West Lorain Street |
| Jay Heritage Center | ||||||||
| 210 Boston Post Rd | Rye | NY | 10580 | NONE | PC | For the use of the donee organization | $5,000 | |
| Community Resource Foundation | ||||||||
| 134 Center Ave | Mamaroneck | NY | 10543 | NONE | PC | For the use of the donee organization | $2,500 | |
| First Generation Scholarship fund | ||||||||
| PO Box 237 | Lincoln | AL | 35096 | NONE | PC | For the use of the donee organization | $2,500 | |
| Charles Wellman Memorial Fund | ||||||||
| 2079 Silversmith Ln | Atlanta | GA | 30346 | NONE | PC | For the use of the donee organization | $500 | |
| BBBS Big Brother Big Sisters | ||||||||
| 2502 N Rocky Point Drive Suite 55 | Tampa | FL | 33067 | NONE | PC | FOR THE USE OF THE DONEE ORGANIZATION | $1,000 | |
| Leukemia & Lymphoma Society | ||||||||
| 3 International Drive Suite 200 | Rye Brook | NY | 10573 | NONE | PC | FOR THE USE OF THE DONEE ORGANIZATION | $500 | |
| PAN Mass challenge | ||||||||
| 77 Fourth Avenue | Needham | MA | 02494 | NONE | PC | FOR THE USE OF THE DONEE ORGANIZATION | $250 | |
| New york city center | ||||||||
| 130 W 56th St | New York | NY | 10019 | NONE | PC | FOR THE USE OF THE DONEE ORGANIZATION | $1,000 | |
| bcrf breast cancer resource foundation | ||||||||
| 28 West 44th Street Suite 609 | new york | NY | 10036 | NONE | PC | FOR THE USE OF THE DONEE ORGANIZATION | $500 | |
| center for continuing education | ||||||||
| 1000 W Boston Post Rd | Mamaroneck | NY | 10543 | NONE | PC | FOR THE USE OF THE DONEE ORGANIZATION | $250 | |
| PBA of Westchester County | ||||||||
| 75 Cooley Street | Pleasantville | NY | 10570 | NONE | PC | FOR THE USE OF THE DONEE ORGANIZATION | $500 | |
| fshd society | ||||||||
| 450 Bedford Street | Lexington | MA | 02420 | NONE | PC | FOR THE USE OF THE DONEE ORGANIZATION | $500 | |
| habitat for hummanity | ||||||||
| 285 Peachtree Center Ave NE ste 27 | Atlanta | GA | 30303 | NONE | PC | FOR THE USE OF THE DONEE ORGANIZATION | $500 | |
| memorial sloan kettering | ||||||||
| 1275 York Avenue | New York | NY | 10065 | NONE | PC | FOR THE USE OF THE DONEE ORGANIZATION | $1,500 | |
| humane society of the US | ||||||||
| 1255 23rd Street NW Suite 450 | Washington | DC | 20037 | NONE | PC | FOR THE USE OF THE DONEE ORGANIZATION | $500 | |
| the forman school | ||||||||
| 12 Norfolk Road | Litchfield | CT | 06759 | NONE | PC | FOR THE USE OF THE DONEE ORGANIZATION | $25,000 | |
| buffalo bill center of the west | ||||||||
| 720 Sheridan Ave | Cody | WY | 82414 | NONE | PC | FOR THE USE OF THE DONEE ORGANIZATION | $2,500 | |
| new york university | ||||||||
| 665 Broadway 10th Floor | New York | NY | 10012 | NONE | PC | FOR THE USE OF THE DONEE ORGANIZATION | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $175,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,201 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,163 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,845 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $74,209 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,209 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| T.ROWE PRICE HIGH YLD FUND | $269,939 | $266,700 |
| GS TAX-ADV GLOBAL EQUITY FUND | $2,152,196 | $2,263,578 |
| GS: CORPORATE FIXED INCOME | $916,401 | $952,216 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $133 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $133 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $3,199 | Amt |
| Net Investment Income | $3,178 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $2,700 | ||
| NY FILING FEES | $250 | $250 | |
| FOREIGN TAXES PAID | $1,963 | $1,963 |
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