THE JAFFE FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE JAFFE FAMILY FOUNDATION (EIN 22-2827692)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202503189349100320
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T07:19:48-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | 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 | 222827692 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAFFE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAFF | BusinessNameControlTxt |
| Phone | 5517776803 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO JAFFE FAMILY OFFICE PO BOX 535 | AddressLine1Txt |
| City | VALLEY COTTAGE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10989 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID JAFFE | PersonNm |
| Person Title | VICE-PRESIDENT & SECRETARY | PersonTitleTxt |
| Phone | 5517776803 | PhoneNum |
| Signature | 2025-11-14 | 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 | DANIEL ROMANO | PreparerPersonNm |
| PTIN | P00504182 | PTIN |
| Phone | 2125990100 | PhoneNum |
| 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 | $57,539,411 | 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 | $226,756 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $226,756 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $908,352 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $908,352 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $824,193 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,727,399 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $824,193 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $882,626 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $830,735 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,841,927 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,790,036 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $34,325 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $34,325 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,560 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $439,278 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $320,842 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $93,137 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $65,084 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $63,888 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,941 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,643 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $36,969 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,697 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $33,272 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $320,342 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $315,782 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,560 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $927,339 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $756,737 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $141,669 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,637,328 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,637,328 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,564,667 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $756,737 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,778,997 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,722,740 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,033,299 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,414,871 | CashBOYAmt |
| Cash EOY | $5,331,884 | CashEOYAmt |
| Cash EOYFMV | $5,331,884 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,947 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $56,488 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $56,488 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,019,894 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $33,337,060 | CorporateStockBOYAmt |
| Corporate Stock EOY | $41,919,640 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $41,919,640 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,697,081 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,626,522 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,626,522 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments BOY | $4,200,000 | LandBldgInvestmentsBOYAmt |
| Other Investments BOY | $5,708,448 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,604,877 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,604,877 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $54,396,301 | TotalAssetsBOYAmt |
| Total Assets EOY | $57,539,411 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,539,411 | 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 | $54,396,301 | RetainedEarningBOYAmt |
| Retained Earning EOY | $57,539,411 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $54,396,301 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $57,539,411 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $54,396,301 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $57,539,411 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $54,396,301 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,722,740 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,865,850 | OtherIncreasesAmt |
| Subtotal | $57,539,411 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $57,539,411 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | $482,045 | $0 | $482,045 | $482,045 | |
| ST GAIN FROM SALE OF PUBLICLY TRADED SECURITIES | P | $144,811 | $0 | $16,337 | $16,337 | $128,474 |
| ST GAIN FROM LP INVESTMENTS | P | $10,095 | $0 | $10,095 | $10,095 | |
| LT GAIN FROM SALE OF PUBLICLY TRADED SECURITIES | P | $904,891 | $0 | $130,159 | $130,159 | $774,732 |
| LT GAIN FROM LP INVESTMENTS | P | $183,933 | $0 | $183,933 | $183,933 | |
| SECTION 1231 GAIN FROM LPS | P | $1,624 | $0 | $1,624 | $1,624 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $824,193 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $26,432 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,263 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,263 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,263 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $61,341 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $111,341 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $83,078 | OverpaymentAmt |
| Applied To ES Tax | $83,078 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | REBECA GONTARYK | IndividualWithBooksNm |
| Phone | 5517776803 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 933 MACARTHUR BOULEVARD | AddressLine1Txt |
| City | MAHWAH | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07430 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ELISE JAFFE | ||||||||
| 933 MACARTHUR BLVD | MAHWAH | NJ | 07430 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DAVID JAFFE | ||||||||
| 933 MACARTHUR BLVD | MAHWAH | NJ | 07430 | VICE-PRESIDENT & SECRETARY | 1.00 | $0 | $0 | $0 |
| RICHARD JAFFE | ||||||||
| 933 MACARTHUR BLVD | MAHWAH | NJ | 07430 | VICE-PRESIDENT & TREASURER | 1.00 | $0 | $0 | $0 |
| ROSLYN JAFFE | ||||||||
| 933 MACARTHUR BLVD | MAHWAH | NJ | 07430 | VP, SECRETARY, TREASURER (THRU 05/24) | 1.00 | $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 | $49,707,171 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,171,676 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,175,439 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $56,054,286 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $56,054,286 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $840,814 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $55,213,472 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,760,674 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,760,674 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,263 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,263 | TotalTaxAmt |
| Distributable Before Adj | $2,732,411 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,732,411 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,732,411 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,778,997 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,778,997 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,732,411 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $177,293 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,930,408 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,107,701 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,778,997 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,732,411 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,046,586 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,154,287 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,154,287 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $177,293 | ExcessFromYear2Amt |
| Excess From Year1 | $1,930,408 | ExcessFromYear1Amt |
| Excess From Current Year | $2,046,586 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (103 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A PROJECT 83 | ||||||||||||
| 83 GRAND STREET | NEW YORK | NY | 10013 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | |||||
| AFYA FOUNDATION | ||||||||||||
| 140 SAW MILL RIVER ROAD | YONKERS | NY | 10701 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $518 | |||||
| AMERICAN FRIENDS OF OUTSET | ||||||||||||
| 255 N WEST RIDGE ROAD | JACKSON | WY | 83001 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $100,160 | |||||
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||||||
| 79TH CENTRAL PARK W | NEW YORK | NY | 10024 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $325,000 | |||||
| AMERICAN RED CROSS | ||||||||||||
| 430 17TH STREET NW | WASHINGTON | DC | 20006 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,036 | |||||
| AMERICAN SCHOOL FOR THE DEAF | ||||||||||||
| 139 N MAIN STREET | WEST HARTFORD | CT | 06107 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |||||
| ARCHITECTURAL LEAGUE | ||||||||||||
| 594 BROADWAY SUITE 607 | NEW YORK | NY | 10012 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $164,000 | |||||
| ASHOKA | ||||||||||||
| 1700 N MOORE ST STE 2000 | ARLINGTON | VA | 22209 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $100,000 | |||||
| ATLANTIC CENTER FOR THE ARTS | ||||||||||||
| 1414 ART CENTER AVENUE | NEW SMYRNA BEACH | FL | 32168 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | |||||
| BANG ON A CAN | ||||||||||||
| 80 HANSON PL STE 301 | BROOKLYN | NY | 11217 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $20,000 | |||||
| BANTAM CINEMA & ARTS CENTER | ||||||||||||
| 115 BANTAM LAKE ROAD | BANTAM | CT | 06750 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $307 | |||||
| BARD COLLEGE | ||||||||||||
| 18 WEST 86TH ST | NEW YORK | NY | 10024 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | |||||
| BELMONT CHAPEL | ||||||||||||
| 30 WARNER STREET | NEWPORT | RI | 02840 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $30,000 | |||||
| BIG BROTHER BIG SISTER (BBBS) | ||||||||||||
| 650 PONCE DE LEON AVE | ATLANTA | FL | 30308 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $3,000 | |||||
| BILLION OYSTER PROJECT | ||||||||||||
| 10 SOUTH STREET | NEW YORK | NY | 10004 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $25,000 | |||||
| BRIDGE FUND OF NEW YORK | ||||||||||||
| 271 MADISON AVE 907 | NEW YORK | NY | 10016 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $50,000 | |||||
| BROADWAY CARES | ||||||||||||
| 165 WEST 46TH ST SUITE 1300 | NEW YORK | NY | 10036 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $3,032 | |||||
| BROADWAY MALL ASSOCIATION | ||||||||||||
| 2095 BROADWAY 403 | NEW YORK | NY | 10023 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,545 | |||||
| BROOKLYN BOATWORDS | ||||||||||||
| 20 JAY STREET - SUITE 824B | BROOKLYN | NY | 11201 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | |||||
| CARVER CENTER | ||||||||||||
| 400 WESTCHESTER AVE | PORT CHESTER | NY | 10573 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $5,000 | |||||
| CENTRAL PARK CONSERVANCY | ||||||||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $25,000 | |||||
| CHARLES & RAY EAMES HOUSE PRESERVATION FOUNDATION INC | ||||||||||||
| 203 CHAUTAUQUA BOULEVARD | PACIFIC PALISADES | CA | 90272 | N/A | POF | SUPPORT CHARITABLE PURPOSE | $1,000 | |||||
| CLAGETT SAILING | ||||||||||||
| 231 INDIAN AVENUE | PORTSMOUTH | RI | 02871 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $6,000 | |||||
| CLIMATE CHANGE FOR ALL EDUCATORS INC | ||||||||||||
| 59 SUMMERSWEET LANE | NEW CANAAN | CT | 06840 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,370,000 | |||||
| CLIMATE EMERGENCY FUND | ||||||||||||
| 8383 WILSHIRE BLVD 400 | BEVERLY HILLS | CA | 90211 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $2,500 | |||||
| CLINIC OLE | ||||||||||||
| 911 WASHINGTON ST | CALISTOGA | CA | 94515 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,030 | |||||
| COLORADO GIVES | ||||||||||||
| 5855 WADSWORTHBYPASS UNIT A | ARVADA | CO | 80003 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $2,080 | |||||
| COLUMBIA BUSINESS SCHOOL | ||||||||||||
| 665 WEST 130TH STREET | NEW YORK | NY | 10027 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | |||||
| COLUMBIA UNIVERSITY GSAPP | ||||||||||||
| 3022 BROADWAY | NEW YORK | NY | 10027 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $20,000 | |||||
| COLUMBIA UNIVERSITY | ||||||||||||
| 622 W 113 ST MAIL CODE 4524 | NEW YORK | NY | 10025 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $101,500 | |||||
| COOPER UNION | ||||||||||||
| 30 COOPER SQUARE 8TH FLOOR | NEW YORK | VA | 10003 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $25,000 | |||||
| CORNELL UNIVERSITY - DEPT OF ARCHITECTURE | ||||||||||||
| 129 SIBLEY DOME | ITHACA | NY | 14853 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $37,000 | |||||
| DANIEL W OFFIT FUND TO FIGHT GLIOBLASTIMA | ||||||||||||
| 485 LEXINGTON AVE 24 FLOOR | NEW YORK | NY | 10017 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,069 | |||||
| EDIBLE SCHOOLYARD NYC | ||||||||||||
| 55 WASHINGTON STREET 257 | BROOKLYN | NY | 11201 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,030 | |||||
| EDIBLE SCHOOLYARD PROJECT | ||||||||||||
| 1517 SHATTUCK AVENUE | BERKELEY | CA | 94709 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $35,000 | |||||
| FARE | ||||||||||||
| 7923 JONES BRANCH DR SUITE 1100 | MCLEAN | VA | 22099 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $200,000 | |||||
| FIT FOUNDATION | ||||||||||||
| 227 WEST 27TH STREET | NEW YORK | NY | 10001 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $20,000 | |||||
| FOOD ALLERGY FUND | ||||||||||||
| 1397 SECOND AVENUE 175 | NEW YORK | NY | 10021 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $60,000 | |||||
| FOOD FOR NEEDY INC | ||||||||||||
| 5055 COLLINS AVE - 12 J/K | MIAMI BEACH | FL | 33140 | N/A | PF | SUPPORT CHARITABLE PURPOSE | $5,000 | |||||
| FOUNTAIN HOUSE | ||||||||||||
| 425 WEST 47TH ST | NEW YORK | NY | 10036 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $6,064 | |||||
| FRESH AIR FUND | ||||||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $5,000 | |||||
| FRIENDS OF BIRD LIFE INTERNATIONAL | ||||||||||||
| 462 WEST 42ND STREET 2503 | NEW YORK | NY | 10036 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $50,000 | |||||
| FRIENDS OF MVYRADIO | ||||||||||||
| 489 STATE ROAD BOX 1420 | WEST TISBURY | MA | 02575 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $206 | |||||
| GOLD HOUSE | ||||||||||||
| 5120 W GOLDLEAF CIRCLE SUITE 180 | LOS ANGELES | CA | 90056 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,500 | |||||
| GUGGENHEIM MUSEUM | ||||||||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $50,000 | |||||
| GUNN MEMORIAL LIBRARY & MUSEUM | ||||||||||||
| 5 WYKEHAM ROAD | WASHINGTON | CT | 06793 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |||||
| HARVARD UNIVERSITY | ||||||||||||
| 14 STORY ST 100 | CAMBRIDGE | MA | 02138 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | |||||
| HUMANE SOCIETY | ||||||||||||
| 70 PORTMAN ROAD | NEW ROCHELLE | NY | 10801 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,036 | |||||
| ICAHN SCHOOL OF MEDACINE MT SINAI | ||||||||||||
| GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $100,000 | |||||
| ICSC FOUNDATION | ||||||||||||
| 1251 AVENUE OF AMERICAS | NEW YORK | NY | 10020 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $50,000 | |||||
| ILAN LAEL FOUNDATION | ||||||||||||
| PO BOX 1221 | JULIAN | CA | 92036 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $15,000 | |||||
| JAZZ AT LINCOLN CENTER | ||||||||||||
| 10 COLUMBUS CIR | NEW YORK | NY | 10023 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $100,000 | |||||
| JEWISH MUSEUM | ||||||||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $25,000 | |||||
| KAFSC - KOREAN AMERICAN FAMILY SERVICE CENTER | ||||||||||||
| PO BOX 541429 | FLUSING | NY | 11354 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $5,000 | |||||
| LANDING SCHOOL BB&D | ||||||||||||
| 286 RIVER ROAD | ARUNDEL | ME | 04046 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $65,000 | |||||
| MARATIME AQUARIUM | ||||||||||||
| 10 NORTH WATER STREET | NORWALK | CT | 06854 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $50,000 | |||||
| MASHUP NASHVILLE | ||||||||||||
| 309 PLUS PARK BLVD SUITE 221 | NASHVILLE | TN | 37217 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $100 | |||||
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||||||
| PO BOX 5028 | HAGERSTOWN | MD | 21741 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $15,000 | |||||
| MIGHTYCAUSE CHARITIBLE FOUNDATION | ||||||||||||
| 360 E 2ND STREET SUITE 800 | LOS ANGELES | CA | 90012 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,500 | |||||
| MOSAIC MENTAL HEALTH | ||||||||||||
| 5676 RIVERSALE AVE SUITE 202 | BRONX | NY | 10471 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $500 | |||||
| MUSEUM OF MODERN ART | ||||||||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $26,000 | |||||
| NADIA'S INITATIVE | ||||||||||||
| PO BOX 9449 | WASHINGTON | DC | 20016 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $2,060 | |||||
| NATIONAL AUDUBON SOCIETY | ||||||||||||
| 225 VARICK STREET | NEW YORK | NY | 06355 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $152,500 | |||||
| NATIONAL MULTIPLE SCLEROSIS | ||||||||||||
| 465 WAVERLEY OAKS ROAD SUITE 202 | WALTHAM | ME | 02452 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $530 | |||||
| NEW CANAAN PUBLIC LIBARAY | ||||||||||||
| 151 MAIN STREET | NEW CANAAN | CT | 06840 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $4,000 | |||||
| NEW YORK SOCIETY LIBRARY | ||||||||||||
| 53 EAST 79TH STREET | NEW YORK | NY | 10075 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $6,000 | |||||
| NORFOLK HOSPICETAPPING HOUSE | ||||||||||||
| N/A | NC | SUPPORT CHARITABLE PURPOSE | $9,884 | WHEATFIELDS HILLINGTON | KINGS LYNN | NORFOLK | UK | PE31 6BH | ||||
| OPERATION BABY FOUNDATION | ||||||||||||
| PO BOX 2093 | ARLINGTON | VA | 22202 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $500 | |||||
| PAN MASS CHALLENGE | ||||||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $2,053 | |||||
| PAUL TAYLOR DANCE FOUNDATION | ||||||||||||
| 551 GRAND STREET | NEW YORK | NY | 10002 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $110,000 | |||||
| PILOBOLUS | ||||||||||||
| 6 KIRBY ROAD - PO BOX 388 | WASHINGTON | CT | 06793 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $3,000 | |||||
| PLANNED PARENTHOOD | ||||||||||||
| 570 TAXTER ROAD SUITE 250 | ELMSFORD | NY | 10523 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $51,513 | |||||
| PROJECT MUSIC HEALS US | ||||||||||||
| 15 BRIARWOOD DRIVE | GUILFORD | CT | 06437 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $5,150 | |||||
| READ AHEAD | ||||||||||||
| 50 BROAD ST 1720 | NEW YORK | NY | 10004 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $265 | |||||
| SHAKESPEARE PRODUCTIONS | ||||||||||||
| 86 MAIN STREET | OTISVILLE | NY | 10963 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $250 | |||||
| STAMFORD HOSPITAL FOUNDATION | ||||||||||||
| 1351 WASHINGTON BLVD STE 202 | STAMFORD | CT | 06902 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | |||||
| STANFORD GRADUATE SCHOOL OF BUSINESS | ||||||||||||
| 655 KNIGHT WAY | STANFORD | CA | 94305 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |||||
| STEEP ROCK ASSOCIATION | ||||||||||||
| 2 TUNNEL ROAD | WASHINGTON DEPOT | CT | 06794 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $250 | |||||
| STEM TEACHERS NYC | ||||||||||||
| 245 WEST 107TH ST 10B | NEW YORK | NY | 10025 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $50,000 | |||||
| STEVEN MYRON HOLL FOUNDATION | ||||||||||||
| 450 WEST 31ST STREET 11TH FLOOR | NEW YORK | NY | 10001 | N/A | POF | SUPPORT CHARITABLE PURPOSE | $10,000 | |||||
| STOREFRONT FOR ART AND ARCHITECTURE | ||||||||||||
| 97 KENMARE STREET | NEW YORK | NY | 10012 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | |||||
| SUCCES ACADEMY CHARTER SCHOOLS | ||||||||||||
| 95 PINE STREET 6TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $3,000 | |||||
| SUNY IMPACT FOUNDATION | ||||||||||||
| 116 EAST 55TH STREET | NEW YORK | NY | 10022 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $25,000 | |||||
| TEACHERS COLLEGE | ||||||||||||
| 525 W 120TH STREET | NEW YORK | NY | 10027 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $50,000 | |||||
| THE NATURE CONSERVANCY | ||||||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 222031606 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | |||||
| TOMORROW'S CHILDRENS FUND | ||||||||||||
| 30 PROSPECT AVE | HACKENSACK | NJ | 07601 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |||||
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||||||
| 3451 WALNUT STREET ROOM 305 | PHILADELPHIA | PA | 191046284 | N/A | PC | SUPPORTS THE MENTORSHIP PROGRAM | $105,000 | |||||
| TUFTS UNIVERSITY | ||||||||||||
| 419 BOSTON AVE | MEDFORD | MA | 02155 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,500 | |||||
| UNIVERSITY OF HAWAII FOUNDATION | ||||||||||||
| 1314 S KING STREET SUITE B | HONOLULU | HI | 96814 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $100,000 | |||||
| UNIVERSITY OF NC CHAPEL HILL | ||||||||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $5,000 | |||||
| UPENN | ||||||||||||
| 3417 SPRUCE STREET | PHILADELPHIA | PA | 19104 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |||||
| WASHINGTON COMMUNITY FUND INC | ||||||||||||
| PO BOX 1213 | WASHINGTON | CT | 06793 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $250 | |||||
| WASHINGTON FRIENDS OF MUSIC INC | ||||||||||||
| PO BOX 1226 | WASHINGTON | CT | 06793 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $511 | |||||
| WASHINGTON PARK FOUNDATION | ||||||||||||
| PO BOX 142 1 GREEN HILL RD | WASHINGTON DEPOT | CT | 06794 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $258 | |||||
| WASHINGTON VOLUNTEER FIRE DEPARTMENT INC | ||||||||||||
| 109 BEE BROOK RD PO BOX 244 | WASHINGTON | CT | 06794 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $300 | |||||
| WE CARE SOLAR | ||||||||||||
| 2140 SHATTUCK AVE SUITE 305 | BERKELEY | CA | 94704 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $2,000 | |||||
| WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY | ||||||||||||
| 525 EAST 68TH STREET | NEW YORK | NY | 10065 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $200,000 | |||||
| WESTCHESTER LAND TRUST | ||||||||||||
| 403 HARRIS ROAD | BEDFORD HILLS | NY | 10507 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $500 | |||||
| WGBH | ||||||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $150,000 | |||||
| WISDOM OF HEALING SCHOOL | ||||||||||||
| 203 PRINCE STRET | NEW YORK | NY | 10012 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $2,041 | |||||
| WNET | ||||||||||||
| 825 EIGHT AVENUE | NEW YORK | NY | 10019 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $55,000 | |||||
| WSHU RADIO | ||||||||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $300 | |||||
| YALE UNIVERSITY SCHOOL OF ARCHITECTURE | ||||||||||||
| 180 YORK STREET | NEW HAVEN | CT | 06511 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $125,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,637,328 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $226,756 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $908,352 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$348 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $824,541 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|
| PFIC INCOME | 01 | $575,640 | |
| INCOME (LOSS) FROM PASS THROUGH ENTITIES | 01 | $254,705 | $195 |
| NONDIVIDEND DISTRIBUTIONS | 01 | $52,086 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$153 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,842,080 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,841,927 | 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 | BOOKKEEPING/TAX PREPARATION | CategoryTxt |
| Amt | $21,400 | Amt |
| Net Investment Income | $8,560 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,700 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEVEN MYRON HOLL FOUNDATION | |||||||||||||||
| 450 WEST 31ST STREET 11TH FLOOR | NEW YORK | NY | 10001 | 2024-06-12 | $10,000 | SUPPORT CHARITABLE PURPOSE | $10,000 | NO | ANNUALLY | GRANT WAS FULLY EXPENDED FOR CHARITABLE PURPOSES. | |||||
| CHARLES & RAY EAMES HOUSE PRESERVATION FOUNDATION INC | |||||||||||||||
| 203 CHAUTAUQUA BOULEVARD | PACIFIC PALISADES | CA | 90272 | 2024-12-20 | $1,000 | SUPPORT CHARITABLE PURPOSE | $1,000 | NO | ANNUALLY | GRANT WAS FULLY EXPENDED FOR CHARITABLE PURPOSES. | |||||
| FOOD FOR THE NEEDY | |||||||||||||||
| 5055 COLLINS AVE - 12 J/K | MIAMI BEACH | FL | 33140 | 2024-02-08 | $5,000 | SUPPORT CHARITABLE PURPOSE | $5,000 | NO | ANNUALLY | GRANT WAS FULLY EXPENDED FOR CHARITABLE PURPOSES. | |||||
| NORFOLK HOSPICETAPPING HOUSE | |||||||||||||||
| 2024-12-31 | $9,884 | SUPPORT CHARITABLE PURPOSE | $9,884 | NO | ANNUALLY | GRANT WAS FULLY EXPENDED FOR CHARITABLE PURPOSES. | WHEATFIELDS HILLINGTON | PE BH | NORFOLK | UK | N21 1XP | ||||
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $4,626,522 | EOYBookValueAmt |
| EOYFMV | $4,626,522 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY SECURITIES | StockNm |
| EOY Book Value | $41,919,640 | EOYBookValueAmt |
| EOYFMV | $41,919,640 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS | FMV | $4,388,626 | $4,388,626 |
| PARTNERSHIP INVESTMENTS | FMV | $1,216,251 | $1,216,251 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOUNDATION OPERATION QUESTIONS | CategoryTxt |
| Legal Fees | $34,325 | LegalFeesAmt |
| Net Investment Income | $34,325 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER LP EXPENSES | $315,782 | $315,782 | $0 | $0 |
| INSURANCE EXPENSE | $2,111 | $0 | $0 | $2,111 |
| NYS FILING FEE | $1,500 | $0 | $0 | $1,500 |
| BANK CHARGES | $949 | $0 | $0 | $949 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PFIC INCOME | $575,640 | $575,640 | $0 |
| INCOME (LOSS) FROM PASS THROUGH ENTITIES | $254,900 | $255,095 | $0 |
| NONDIVIDEND DISTRIBUTIONS | $52,086 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS/BOOK ADJUSTMENTS | $5,835,765 |
| GRANTS REFUNDED | $30,085 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING AND BOOKKEEPING FEE | $186,273 | $93,137 | $0 | $93,137 |
| INVESTMENT ADVISORY FEE | $253,005 | $227,705 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $9,941 | Amt |
| Net Investment Income | $9,643 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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