BARBARA AND MICHAEL SATOW FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BARBARA AND MICHAEL SATOW FAMILY FOUNDATION INC (EIN 87-3333524)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202503169349100325
- Schema version
- 2024v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T11:18:50-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112461669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SILVERCREST FINANCIAL SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 COURT SQUARE SUITE 101 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | 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 | 873333524 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBARA AND MICHAEL SATOW FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARB | BusinessNameControlTxt |
| Phone | 4349774420 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SILVERCREST 230 COURT SQUARE | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL SATOW | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9739944021 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVAN KWIATKOWSKI | PreparerPersonNm |
| PTIN | P01509799 | PTIN |
| Phone | 4349774420 | PhoneNum |
| Preparation | 2025-11-12 | 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 | $3,263,370 | 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 |
| Interest On Sav Rev And Expnss | $13,532 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,532 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $47,819 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,819 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $271,212 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,687,926 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,131,557 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $332,563 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,192,908 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $4,517 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,517 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,517 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,517 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $235,895 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $235,895 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $240,412 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,517 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $235,895 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $92,151 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,188,391 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $83,960 | CashBOYAmt |
| Cash EOY | $10,444 | CashEOYAmt |
| Cash EOYFMV | $10,444 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,702,765 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,231,977 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,606,267 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $636,455 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $646,659 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,786,725 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,878,876 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,263,370 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,786,725 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,878,876 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,786,725 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,878,876 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,786,725 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,878,876 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,786,725 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $92,151 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,878,876 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,878,876 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MARKETABLE SECURITIES | P | $2,559,322 | $1,458,343 | $1,100,979 | $1,100,979 |
| MARKETABLE SECURITIES | P | $26,434 | $24,423 | $2,011 | $2,011 |
| MARKETABLE SECURITIES | P | $1,995 | $1,937 | $58 | $58 |
| MARKETABLE SECURITIES | P | $65 | $59 | $6 | $6 |
| MARKETABLE SECURITIES | P | $389 | $285 | $104 | $104 |
| MARKETABLE SECURITIES | P | $57,083 | $39,340 | $17,743 | $17,743 |
| MARKETABLE SECURITIES | P | $42,638 | $31,982 | $10,656 | $10,656 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,131,557 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $12,731 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,519 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,519 | SubtotalAmt |
| Tax Based On Investment Income | $16,519 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,360 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $18,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $19,360 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,841 | OverpaymentAmt |
| Applied To ES Tax | $2,841 | 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 | false | 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 | SILVERCREST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9739944021 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 COURT SQUARE | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL SATOW | ||||||||
| C/O SILVERCREST 230 COURT SQUARE | CHARLOTTESVILLE | VA | 22902 | PRESIDENT | 0.05 | $0 | $0 | $0 |
| BARBARA SATOW | ||||||||
| C/O SILVERCREST 230 COURT SQUARE | CHARLOTTESVILLE | VA | 22902 | SECRETARY TR | 0.05 | $0 | $0 | $0 |
| MAX SATOW | ||||||||
| C/O SILVERCREST 230 COURT SQUARE | CHARLOTTESVILLE | VA | 22902 | DIRECTOR | 0.05 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,067,307 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,731 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,183,038 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,183,038 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,746 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,135,292 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $156,765 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $156,765 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,519 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,519 | TotalTaxAmt |
| Distributable Before Adj | $140,246 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $140,246 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $140,246 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $235,895 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $235,895 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $140,246 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $65,264 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $92,148 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $157,412 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $235,895 | QualifyingDistributionsAmt |
| Applied To Current Year | $140,246 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $95,649 | RemainingDistriFromCorpusAmt |
| Total Corpus | $253,061 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $253,061 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $65,264 | ExcessFromYear2Amt |
| Excess From Year1 | $92,148 | ExcessFromYear1Amt |
| Excess From Current Year | $95,649 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL SATOW | ContributingManagerNm |
| Contributing Manager | BARBARA SATOW | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AHC FOUNDATION | ||||||||
| 2000 TOWN CENTER STE 190 | SOUTHFIELD | MI | 48075 | NONE | PUBLIC | GENERAL | $1,034 | |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 6704 | HAGERSTOWN | MD | 21741 | NONE | PUBLIC | GENERAL | $211 | |
| BARD COLLEGE | ||||||||
| 30 CAMPUS ROAD | ANNANDALE ON HUDSON | NY | 12504 | NONE | PUBLIC | GENERAL | $1,000 | |
| BELLRINGER GEORGETOWN | ||||||||
| 500 FIRST STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | GENERAL | $103 | |
| COLUMBIA COLLEGE | ||||||||
| 116TH AND BROADWAY | NEW YORK | NY | 10027 | NONE | PUBLIC | GENERAL | $10,000 | |
| COLUMBIA UNIVERSITY | ||||||||
| 622 WEST 113TH ST MC4524 | NEW YORK | NY | 10025 | NONE | PUBLIC | GENERAL | $71,544 | |
| HORACE GREELEY SCHOLARSHIP FUND | ||||||||
| PO BOX 242 | CHAPPAQUA | NY | 10514 | NONE | PUBLIC | GENERAL | $1,000 | |
| JED FOUNDATION | ||||||||
| 530 7TH AVENUE STE 801 | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL | $60,000 | |
| JGIVE FRIENDS OF ASOR | ||||||||
| 209 COMMERCE STREET | ALEXANDRIA | VA | 22314 | NONE | PUBLIC | GENERAL | $1,200 | |
| LAGOND MUSIC SCHOOL | ||||||||
| 9 HAVEN STREET | ELMSFORD | NY | 10523 | NONE | PUBLIC | GENERAL | $2,500 | |
| LEHIGH UNIVERSITY | ||||||||
| 27 MEMORIAL DRIVE W | BETHLEHEM | PA | 18015 | NONE | PUBLIC | GENERAL | $5,000 | |
| LIFTING UP WESTCHESTER | ||||||||
| 35 ORCHARD STREET | WHITE PLAINS | NY | 10603 | NONE | PUBLIC | GENERAL | $10,000 | |
| MAKING HEADWAY FOUNDATION | ||||||||
| 115 KING STREET | CHAPPAQUA | NY | 10514 | NONE | PUBLIC | GENERAL | $1,000 | |
| MATTHEW LARSON FOUNDATION | ||||||||
| PO BOX 836 | FRANKLIN LAKES | NJ | 07417 | NONE | PUBLIC | GENERAL | $2,000 | |
| MEMORIAL SLOAN KETTERING | ||||||||
| PO BOX 27106 | NEW YORK | NY | 10087 | NONE | PUBLIC | GENERAL | $25,000 | |
| MERCY CENTER | ||||||||
| 332 E 149TH STREET | BRONX | NY | 10454 | NONE | PUBLIC | GENERAL | $2,500 | |
| MY SISTERS PLACE | ||||||||
| 3 BARKER AVENUE | WHITE PLAINS | NY | 10601 | NONE | PUBLIC | GENERAL | $5,000 | |
| NORTHERN WESTCHESTER HOSPITAL | ||||||||
| 400 EST MAIN STREET | MOUNT KISCO | NY | 10549 | NONE | PUBLIC | GENERAL | $5,000 | |
| OPEN DOOR | ||||||||
| 165 MAIN ST | OSSINING | NY | 10562 | NONE | PUBLIC | GENERAL | $500 | |
| OUTWARD BOUND | ||||||||
| 29-46 NORTHERN BLVD | LONG ISLAND CITY | NY | 11101 | NONE | PUBLIC | GENERAL | $1,000 | |
| PARTNERSHIP FOR PUBLIC SERVICE | ||||||||
| 600 14TH STREET NW | WASHINGTON | DC | 20005 | NONE | PUBLIC | GENERAL | $5,000 | |
| RABBI'S DISCRETIONARY FUND | ||||||||
| 67 HIGHWAY 205 | HILLSBOROUGH | NJ | 08844 | NONE | PUBLIC | GENERAL | $500 | |
| TEMPLE BETH EL HILLSBOROUGH | ||||||||
| 67 US HIGHWAY 205 | HILLSBOROUGH | NJ | 08844 | NONE | PUBLIC | GENERAL | $10,000 | |
| TEMPLE BETH EL OF NORTHERN | ||||||||
| 220 S BEDFORD ROAD | CHAPPAQUA | NY | 10514 | NONE | PUBLIC | GENERAL | $9,803 | WESTCHESTER |
| UNDERSTOOD | ||||||||
| 9 MORTON STREET 5TH FL | NEW YORK | NY | 10014 | NONE | PUBLIC | GENERAL | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $235,895 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,532 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,819 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $271,212 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $332,563 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $332,563 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SECURITIES | BondNm |
| EOY Book Value | $636,455 | EOYBookValueAmt |
| EOYFMV | $646,659 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $2,231,977 | EOYBookValueAmt |
| EOYFMV | $2,606,267 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | CategoryTxt |
| Amt | $4,517 | Amt |
| Net Investment Income | $4,517 | NetInvestmentIncomeAmt |
Comments