MILTON AND BEATRICE WIND FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MILTON AND BEATRICE WIND FOUNDATION (EIN 20-8997756)
- Tax period
- 2024-05-01 to 2025-04-30
- Filed
- 2025-11-10
- IRS object ID
- 202503149349102905
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T14:40:51-06:00 | ReturnTs |
| Tax Period End | 2025-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222095327 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSS ANGLIM ANGELINI & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 775 MOUNTAIN BLVD | AddressLine1Txt |
| City | WATCHUNG | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208997756 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MILTON & BEATRICE WIND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILT | BusinessNameControlTxt |
| Phone | 9085611600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 2ND STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112152503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E LYNN SCHNEIDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9085611600 | PhoneNum |
| Signature | 2025-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELLEN HARRISON | PreparerPersonNm |
| PTIN | P00087530 | PTIN |
| Phone | 9085611600 | PhoneNum |
| Preparation | 2025-10-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,549,641 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $61,035 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,035 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $211,119 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $814,166 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $211,119 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $272,154 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $272,154 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,200 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,950 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,700 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,113 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,113 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,263 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,813 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,450 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $178,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $178,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $216,113 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,813 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $184,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $56,041 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $240,341 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $167,665 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $120,559 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $120,559 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $116,552 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $96,254 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $94,934 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,474,774 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,839,183 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,012,681 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $543,208 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $264,932 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $263,774 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $20,176 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $52,488 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $57,693 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,322,375 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,373,416 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,549,641 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,317,375 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,373,416 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,317,375 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,373,416 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,322,375 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,373,416 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,317,375 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $56,041 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,373,416 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,373,416 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| APPLE INC | P | 2024-02-15 | 2024-12-17 | $1,011 | $819 | $192 | $192 |
| BANK OF AMERICA | P | 2024-01-05 | 2024-09-05 | $100,000 | $101,803 | -$1,803 | -$1,803 |
| DEERE & CO | P | 2024-03-06 | 2024-08-01 | $35,662 | $36,644 | -$982 | -$982 |
| WALT DISNEY CO | P | 2018-03-14 | 2024-08-02 | $45,358 | $56,331 | -$10,973 | -$10,973 |
| ADOBE INC | P | 2020-03-19 | 2025-04-29 | $37,172 | $30,235 | $6,937 | $6,937 |
| ALPHABET INC | P | 2024-05-15 | 2024-12-17 | $50,371 | $6,748 | $43,623 | $43,623 |
| APPLE INC | P | 2017-06-16 | 2024-09-10 | $121,165 | $18,593 | $102,572 | $102,572 |
| BECTON DICKINSON & CO | P | 2023-04-06 | 2025-03-10 | $28,413 | $31,261 | -$2,848 | -$2,848 |
| BOOKING HOLDINGS INC | P | 2022-05-25 | 2025-01-22 | $14,004 | $6,442 | $7,562 | $7,562 |
| DANAHER CORPORATION | P | 2016-03-18 | 2024-07-25 | $10,705 | $2,476 | $8,229 | $8,229 |
| DEERE & CO | P | 2018-09-17 | 2024-08-01 | $35,662 | $15,005 | $20,657 | $20,657 |
| EATON CORP PLC SHS | P | 2023-01-23 | 2024-12-17 | $19,195 | $8,753 | $10,442 | $10,442 |
| IQVIA HOLDINGS INC | P | 2019-01-23 | 2024-05-14 | $57,432 | $31,277 | $26,155 | $26,155 |
| JP MORGAN CHASE | P | 2015-02-04 | 2024-05-01 | $50,000 | $51,312 | -$1,312 | -$1,312 |
| MERCK & CO INC NEW COM | P | 2023-10-25 | 2025-04-29 | $9,338 | $11,411 | -$2,073 | -$2,073 |
| NEXTERA EENRGY INC | P | 2022-02-17 | 2024-09-10 | $4,526 | $4,156 | $370 | $370 |
| ORACLE CORP | P | 2022-04-11 | 2024-07-08 | $50,000 | $50,000 | $0 | $0 |
| QUALCOMM INC | P | 2021-09-17 | 2024-08-02 | $11,328 | $8,723 | $2,605 | $2,605 |
| T-MOBILE US INC COM | P | 2022-12-21 | 2024-05-07 | $26,597 | $23,049 | $3,548 | $3,548 |
| TRUIST FINANCIAL | P | 2017-11-08 | 2024-10-28 | $50,000 | $50,000 | $0 | $0 |
| US TSY NOTE 2375 | P | 2015-06-03 | 2024-08-15 | $20,000 | $20,000 | $0 | $0 |
| WALT DISNEY CO | P | 2018-03-14 | 2024-08-02 | $11,227 | $13,009 | -$1,782 | -$1,782 |
| WELLS FARGO & CO | P | 1926-06-17 | 2025-02-19 | $25,000 | $25,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $211,119 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,341 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,341 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,341 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,036 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,036 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,695 | OverpaymentAmt |
| Applied To ES Tax | $1,695 | 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 | 0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | E LYNN SCHNEIDER | IndividualWithBooksNm |
| Phone | 9085611600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 2ND STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112152503 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| E LYNN SCHNEIDER | ||||||||
| 480 2ND STREET | BROOKLYN | NY | 112152503 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSANNAH VINING | ||||||||
| 23 LOVERS LN | GUILFORD | CT | 06437 | TREASURER | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $3,470,643 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $174,308 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,644,951 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,644,951 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,674 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,590,277 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $179,514 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $179,514 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,341 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,341 | TotalTaxAmt |
| Distributable Before Adj | $176,173 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $176,173 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $176,173 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $184,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $184,300 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $176,173 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,964 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,077 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,764 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $24,470 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $35,331 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $91,606 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $184,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $176,173 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,127 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $99,733 | 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 | $7,964 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $91,769 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,077 | ExcessFromYear4Amt |
| Excess From Year3 | $21,764 | ExcessFromYear3Amt |
| Excess From Year2 | $24,470 | ExcessFromYear2Amt |
| Excess From Year1 | $35,331 | ExcessFromYear1Amt |
| Excess From Current Year | $8,127 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | E LYNN SCHNEIDER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 2ND STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112152503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9085611600 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANT'S OWN LETTER DESCRIBING CHARITABLE OR EXEMPT PURPOSE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATION MUST BE QUALIFIED UNDER IRC SEC 501 (C) (3) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BROOKLYN ART SONG SOCIETY | |||||||
| 60 E 8TH ST APT 30 E | NEW YORK | NY | 10003 | NONE | 501 C(3) | TO HELP THE VAST REPERTOIRE OF POETRY SET TO MUSIC THROUGH A COLLECTIVE OF SINGERS & PIANISTS WHO SHARE A LOVE | $3,000 |
| BROOKLYN-QUEENS CONSERVATORY OF MUSIC | |||||||
| 58 SEVENTH AVENUE | BROOKLYN | NY | 112171486 | NONE | 501 C(3) | TO HELP SUPPORT MUSIC INSTRUCTION, MUSIC THERAPY, AND COMMUNITY CONCERTS THROUGHOUT BROOKLYN | $5,000 |
| BURKINA FASO GIRLS FUND | |||||||
| PO BOX 395 | CHESTER | CA | 96020 | NONE | 501 C(3) | TO PROVIDE FUNDING AND ASSISTANCE TO SUPPORT PROJECTS IN BURKINA FASO | $30,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | 501 C(3) | TO HELP PROVIDE INDEPENDENT MEDICAL HUMANITARIAN EMERGENCY AID TO PEOPLE AFFECTED BY ARMED CONFLICT, EPIDEMICS, MALNUTRITION, NATURAL DISASTERS, AND EXCLUSION FROM HEALTH CARE | $15,000 |
| METROPOLITAN OPERA ASSOCIATION | |||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | 501 C(3) | THE PRIMARY PURPOSE IS TO SUSTAIN, PROMOTE AND EDUCATE THE GENERAL PUBLIC ABOUT MUSIC, PARTICULARLY OPERA. | $25,000 |
| NAACP LEGAL DEFENSE EDUCATIONAL | |||||||
| 40 RECTOR ST 5 | NEW YORK | NY | 10006 | NONE | 501 C(3) | AMERICA'S PREMIER LEGAL ORGANIZATION FIGHTING FOR RACIAL JUSTICE | $5,000 |
| NATURAL RESOURCES DEFENSE COUNCIL (NRDC) | |||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | 501 C(3) | TO HELP PROTECT WILDLIFE AND WILD PLACES TO ENSURE A HEALTHY ENVIRONMENT FOR ALL LIFE ON EARTH | $5,000 |
| NURSE FAMILY PARTNERSHIP | |||||||
| 1900 GRANT STREET SUITE 400 | DENVER | CO | 80203 | NONE | 501 C(3) | TO HELP PROVIDE MATERNAL AND EARLY CHILDHOOD HEALTH PROGRAMS TO FAMILIES MOST IN NEED | $15,000 |
| THIRTEEN | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | 501 C(3) | A UNIQUE CULTURAL AND EDUCATIONAL INSTITUTION THAT HARNESSES THE POWER OF TELEVISION AND ELECTRONIC MEDIA TO INFORM, ENLIGHTEN, ENTERTAIN AND INSPIRE. | $5,000 |
| WNYC RADIO NY PUBLIC RADIO | |||||||
| PO BOX 1550 | NEW YORK | NY | 100161550 | NONE | 501 C(3) | TO AID IN ITS MISSION "TO MAKE THE MIND MORE CURIOUS, THE HEART MORE TOLERANT AND THE SPIRIT MORE JOYFUL THROUGH EXCELLENT RADIO PROGRAMMING." | $3,500 |
| WORLD FOOD PROGRAM USA | |||||||
| 1725 I ST NW510 | WASHINGTON | DC | 20006 | NONE | 501 C(3) | TO SUPPORT THE GLOBAL FIGHT AGAINST HUNGER | $10,000 |
| WORLDWIDE FISTULA FUND | |||||||
| PO BOX 27879 | ST LOUIS | MO | 631461379 | NONE | 501 C(3) | TO HELP PROVIDE EXCEPTIONAL HEALTH CARE SERVICES FOR WOMEN SUFFERING FROM AND AT RISK OF OBSTETRIC FISTULA | $10,000 |
| YALE NEW HAVEN CHILDREN'S HOSPITAL | |||||||
| 20 YORK STREET | NEW HAVEN | CT | 06510 | NONE | 501 C(3) | TO HELP PROVIDE COMPREHENSIVE INPATIENT, OUTPATIENT, EMERGENCY, PRIMARY AND PREVENTIVE SERVICES FOR CHILDREN | $35,000 |
| BROOKLYN ACADEMY OF MUSIC | |||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | NONE | 501 C(3) | TO SUPPORT ARTISTIC EXPERIMENTATION AND CHAMPION INCLUSION AND ACCESSIBILITY THROUGHOUT THE ARTS AS PRESENTER, ACTIVATOR, AND CONNECTOR. | $2,350 |
| THE PALM BEACH OPERA | |||||||
| 425 24TH STREET | WEST PALM BEACH | FL | 33407 | NONE | 501 C(3) | TO SET THE BENCHMARK FOR ARTISTIC EXCELLENCE BY PRODUCING IMPACTFUL AND INNOVATIVE OPERATIC EXPERIENCES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $178,850 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,035 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $211,119 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $272,154 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $272,154 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $264,932 | EOYBookValueAmt |
| EOYFMV | $263,774 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $1,839,183 | EOYBookValueAmt |
| EOYFMV | $3,012,681 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $69,467 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $68,491 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $26,787 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $26,443 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $42,312 | $46,605 |
| EXCHANGE TRADED FUNDS | AT COST | $10,176 | $11,088 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCHANGE | Desc |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ADVISORY | Desc |
| Revenue And Expenses Per Books | $29,113 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $29,113 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCHANGE | Desc |
| BOY Book Value | $5,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS CHARITY FEE | $250 | $0 | $250 |
| FEDERAL EXCISE TAX | $2,700 | $2,700 | $0 |
Comments