CDVSJ FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CDVSJ FOUNDATION (EIN 45-3846013)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-02
- IRS object ID
- 202542759349100734
- 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 Stock Schedule
- Investments Govt Obligations Sch
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-02T17:51:58-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18500 VON KARMAN AVE 10TH FLOOR | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453846013 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CDVSJ FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CDVS | BusinessNameControlTxt |
| Phone | 2127370888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 W 55TH STREET 1716 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN MONG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9178874869 | PhoneNum |
| Signature | 2025-10-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN YACKER | PreparerPersonNm |
| PTIN | P00401346 | PTIN |
| Phone | 9492222999 | PhoneNum |
| Preparation | 2025-10-01 | 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 | $2,382,273 | 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 | $89,034 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $89,034 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,827 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $765,429 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,827 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $104,861 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $104,861 | 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 | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,533 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,533 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $250 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,783 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,783 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $579,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $579,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $601,483 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,783 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $581,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$496,622 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,078 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $230,549 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $65,540 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $65,540 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $723,595 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $579,764 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $579,764 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,896,331 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,736,969 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,736,969 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,850,475 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,382,273 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,382,273 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $2,850,475 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,382,273 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,850,475 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,382,273 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,850,475 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,382,273 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,850,475 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$496,622 | ExcessRevenueOverExpensesAmt |
| Other Increases | $28,420 | OtherIncreasesAmt |
| Subtotal | $2,382,273 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,382,273 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Acquired | 2024-01-01 | AcquiredDt |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $765,429 | GrossSalesPriceAmt |
| Cost Or Other Basis | $749,602 | CostOrOtherBasisAmt |
| Gain Or Loss | $15,827 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $15,827 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,827 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,183 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,183 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,183 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,533 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,533 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $350 | OverpaymentAmt |
| Applied To ES Tax | $350 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127370888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 W 55TH STREET 1716 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN T MONG | ||||||||
| 250 W 55TH STREET | NEW YORK | NY | 10019 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| VIOLA MEEHAN | ||||||||
| 250 W 55TH STREET | NEW YORK | NY | 10019 | SECRETARY | 2.00 | $0 | $0 | $0 |
| CYNTHIA SUN | ||||||||
| 250 W 55TH STREET | NEW YORK | NY | 10019 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DAVID MONG | ||||||||
| 250 W 55TH STREET | NEW YORK | NY | 10019 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JOSEPHINE MONG | ||||||||
| 250 W 55TH STREET | NEW YORK | NY | 10019 | DIRECTOR | 2.00 | $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 | $2,459,006 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $264,542 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,723,548 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,723,548 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,853 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,682,695 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $134,135 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $134,135 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,183 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,183 | TotalTaxAmt |
| Distributable Before Adj | $132,952 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $132,952 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $132,952 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $581,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $581,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $132,952 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $528,749 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $538,158 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $527,704 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $487,808 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $422,889 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,505,308 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $581,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $132,952 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $448,748 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,954,056 | 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 | $528,749 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,425,307 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $538,158 | ExcessFromYear4Amt |
| Excess From Year3 | $527,704 | ExcessFromYear3Amt |
| Excess From Year2 | $487,808 | ExcessFromYear2Amt |
| Excess From Year1 | $422,889 | ExcessFromYear1Amt |
| Excess From Current Year | $448,748 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARCHBISHOP RYAN HIGH SCHOOL | |||||||
| 11201 ACADEMY RD | PHILADELPHIA | PA | 19154 | NONE | PC | TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS. | $5,000 |
| CASTILLEJA SCHOOL | |||||||
| 1310 BRYANT ST | PALO ALTO | CA | 94301 | NONE | PC | TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS. | $73,500 |
| CORNELL UNIVERSITY | |||||||
| CORNELL UNIVERSITY | ITHACA | NY | 14853 | NONE | PC | TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS. | $180,000 |
| DANIEL MURPHY SCHOLARSHIP FUND | |||||||
| 309 W WASHINGTON SUITE 1250 | CHICAGO | IL | 60606 | NONE | PC | TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS. | $10,000 |
| EVANS SCHOLARS FOUNDATION | |||||||
| ONE BRIAR ROAD | GOLF | IL | 60029 | NONE | PC | TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS. | $20,000 |
| HORACE MANN SCHOOL | |||||||
| 231 W 246TH ST BRONX | NEW YORK | NY | 10471 | NONE | PC | TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS. | $15,000 |
| LOYOLA ACADEMY | |||||||
| 1100 LARAMIE AVE | WILMETTE | IL | 60091 | NONE | PC | TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS. | $45,200 |
| NY MAIRONIS LITHUANIAN SCHOOL | |||||||
| 6068 68TH AVE | RIDGEWOOD | NY | 11385 | NONE | PC | TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS. | $2,000 |
| PHILLIPS EXETER ACADEMY | |||||||
| 20 MAIN ST | EXETER | NH | 03833 | NONE | PC | TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS. | $50,000 |
| SAN FRANCISCO GLENS | |||||||
| PO BOX 170608 | SAN FRANCISCO | CA | 94117 | NONE | PC | TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS. | $15,000 |
| SANTA CLARA UNIVERSITY | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NONE | PC | TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS. | $30,000 |
| SCHOOLS OF THE SACRED HEART SAN FRANCISCO | |||||||
| 2222 BROADWAY ST | SAN FRANCISCO | CA | 94115 | NONE | PC | TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS. | $90,000 |
| ST JOSEPH'S UNIVERSITY | |||||||
| 5600 CITY AVE | PHILADELPHIA | PA | 19131 | NONE | PC | TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS. | $40,000 |
| WASHINGTON UNIVERSITY OF ST LOUIS | |||||||
| 1 BROOKINGS DR | ST LOUIS | MO | 63130 | NONE | PC | TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS. | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $579,700 | 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 | $89,034 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,827 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $104,861 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $104,861 | 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 | $4,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,736,969 | EOYBookValueAmt |
| EOYFMV | $1,736,969 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $579,764 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $579,764 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $28,420 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $17,533 | Amt |
| Net Investment Income | $17,533 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NY REGISTRATION FEE | CategoryTxt |
| Amt | $250 | Amt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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