JUDITH C WHITE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JUDITH C WHITE FOUNDATION INC (EIN 11-3548952)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201921359349101862
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T11:03:33-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203704273 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GR REID ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7600 JERICHO TURNPIKE STE 400 | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117971705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113548952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JUDITH C WHITE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUDI | BusinessNameControlTxt |
| Phone | 2127368255 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 VANDERVENTER AVE STE 101 | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY KOVNER | PersonNm |
| Person Title | PRES. & DIR. | PersonTitleTxt |
| Phone | 2127368255 | PhoneNum |
| Signature | 2019-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RAYMOND FLOCH CPA | PreparerPersonNm |
| PTIN | P00169746 | PTIN |
| Phone | 5168020100 | PhoneNum |
| Preparation | 2019-05-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.66.76.152 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-15 | IPDt |
| IP Tm | 11:03:33 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2C9A5B33CA9FF95341EC005E357A375B28F7FEB0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5B4C8EA1AFF8F7565CE34CE187E3C93A21F6CD90 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,048,511 | 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 | $67 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $67 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $329,561 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $329,561 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $204,726 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $816,103 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $204,726 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $534,354 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $534,354 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $540 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $270 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $270 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,000 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $17,650 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,825 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $8,825 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,151 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $410 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,741 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $92,841 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,255 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,586 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $340,411 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $340,411 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $433,252 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,255 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $372,997 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $101,102 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $474,099 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $245,275 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $227,720 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $227,720 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,694,467 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,686,601 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,736,135 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $887,253 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,013,970 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $766,792 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $309,101 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $308,907 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $315,264 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $2,600 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,600 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,600 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,138,696 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,239,798 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,048,511 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,138,696 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,239,798 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,138,696 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,239,798 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,138,696 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,239,798 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,138,696 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $101,102 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,239,798 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,239,798 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MONSANTO CO | P | 2002-08-19 | 2018-06-07 | $13,312 | $1,708 | $11,604 | $11,604 |
| CALL VERIZON EXP 08/17/18 | P | 2018-06-29 | 2018-06-29 | $2,996 | $4,678 | -$1,682 | -$1,682 |
| PERSPECTA INC | P | 2018-06-08 | 2018-06-08 | $12 | $12 | $12 | |
| NEW YORK CMNTY | P | 2017-11-15 | 2018-02-09 | $24,794 | $24,130 | $664 | $664 |
| LEHMAN BROS HOLDING | P | 2018-10-04 | $105,306 | $105,306 | $105,306 | ||
| NEW YORK CMNTY | P | 2017-11-15 | 2018-04-18 | $9,135 | $8,890 | $245 | $245 |
| CALL AT&T EXP 06/15/18 | P | 2018-04-30 | 2018-04-30 | $2,994 | $215 | $2,779 | $2,779 |
| NEW YORK CMNTY | P | 2017-11-15 | 2018-04-20 | $31,319 | $30,480 | $839 | $839 |
| CALL AT&T EXP 06/15/18 | P | 2018-04-27 | 2018-04-27 | $3,109 | $201 | $2,908 | $2,908 |
| VERIZON | P | 2017-05-03 | 2018-01-08 | $197,804 | $183,760 | $14,044 | $14,044 |
| CALL AT&T EXP 07/20/18 | P | 2018-04-30 | 2018-04-30 | $2,320 | $140 | $2,180 | $2,180 |
| VERIZON | P | 2017-05-17 | 2018-01-08 | $87,398 | $85,177 | $2,221 | $2,221 |
| CALL FORD MOTOR CO EXP 06/15/18 | P | 2018-06-14 | 2018-06-14 | $30,750 | $5,035 | $25,715 | $25,715 |
| VERIZON | P | 2018-05-29 | 2018-10-08 | $71,532 | $67,396 | $4,136 | $4,136 |
| CALL FORD MOTOR CO EXP 08/17/18 | P | 2018-06-13 | 2018-08-17 | $10,167 | $10,167 | $10,167 | |
| BP PLC | P | 2016-04-26 | 2018-05-09 | $20,228 | $16,670 | $3,558 | $3,558 |
| CALL FORD MOTOR CO EXP 01/19/18 | P | 2018-01-17 | 2018-01-17 | $10,896 | $24,969 | -$14,073 | -$14,073 |
| BP PLC | P | 2016-08-10 | 2018-05-09 | $80,910 | $66,040 | $14,870 | $14,870 |
| CALL GENERAL MOTORS EXP 01/18/19 | P | 2018-11-13 | 2018-11-13 | $7,410 | $12,615 | -$5,205 | -$5,205 |
| BP PLC | P | 2017-03-09 | 2018-05-09 | $60,683 | $49,710 | $10,973 | $10,973 |
| CALL NEW YORK CMNTY EXP 04/20/18 | P | 2018-02-06 | 2018-04-20 | $5,898 | $5,898 | $5,898 | |
| VERIZON | P | 2017-05-17 | 2018-09-21 | $29,665 | $26,898 | $2,767 | $2,767 |
| CALL NEW YORK CMNTY EXP 07/20/18 | P | 2018-04-23 | 2018-07-20 | $3,458 | $3,458 | $3,458 | |
| CALL VERIZON EXP 01/19/18 | P | 2018-01-17 | 2018-01-17 | $299 | $580 | -$281 | -$281 |
| CALL VERIZON EXP 04/20/18 | P | 2018-03-27 | 2018-03-27 | $1,958 | $705 | $1,253 | $1,253 |
| CALL VERIZON EXP 06/15/18 | P | 2018-05-30 | 2018-05-30 | $1,750 | $1,380 | $370 | $370 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $204,726 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $55,648 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $371,359 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,324,227 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058720 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $355,840 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,768,466 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052573 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $341,448 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,427,846 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053120 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $343,526 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,360,838 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054006 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $379,174 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,304,926 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060139 | DistributionYr5Rt |
| Total Distribution | 0.278558 | TotalDistributionRt |
| Average Distribution | 0.055712 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,216,280 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $346,321 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,741 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $351,062 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $372,997 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,741 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,741 | SubtotalAmt |
| Tax Based On Investment Income | $4,741 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,251 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,251 | TotalPaymentsAndCreditsAmt |
| Overpayment | $510 | OverpaymentAmt |
| Applied To ES Tax | $510 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY KOVNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127368255 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 VANDERVENTER AVE STE 101 | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JEFFREY KOVNER | |||||||||
| 14 VANDERVENTER AVE STE 101 | 14 VANDERVENTER AVE STE 101 | PORT WASHINGTON | NY | 11050 | PRES. & DIR. | 15.00 | $0 | $0 | $0 |
| AMY KOVNER | |||||||||
| 14 VANDERVENTER AVE STE 101 | 14 VANDERVENTER AVE STE 101 | PORT WASHINGTON | NY | 11050 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NICHOLAS KOVNER | |||||||||
| 14 VANDERVENTER AVE STE 101 | 14 VANDERVENTER AVE STE 101 | PORT WASHINGTON | NY | 11050 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KRISTIN KOVNER | |||||||||
| 14 VANDERVENTER AVE STE 101 | 14 VANDERVENTER AVE STE 101 | PORT WASHINGTON | NY | 11050 | DIRECTOR | 1.00 | $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 | $6,071,847 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $236,497 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,600 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,310,944 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,310,944 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $94,664 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,216,280 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $310,814 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $310,814 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,741 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,741 | TotalTaxAmt |
| Distributable Before Adj | $306,073 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $306,073 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $306,073 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $372,997 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $372,997 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,741 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $368,256 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $306,073 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $43,782 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $32,452 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $37,486 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $24,123 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $63,540 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $201,383 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $372,997 | QualifyingDistributionsAmt |
| Applied To Current Year | $306,073 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $66,924 | RemainingDistriFromCorpusAmt |
| Total Corpus | $268,307 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $43,782 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $224,525 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $32,452 | ExcessFromYear4Amt |
| Excess From Year3 | $37,486 | ExcessFromYear3Amt |
| Excess From Year2 | $24,123 | ExcessFromYear2Amt |
| Excess From Year1 | $63,540 | ExcessFromYear1Amt |
| Excess From Current Year | $66,924 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY KOVNER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 VANDERVENTER AVE STE 101 | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2127368255 | RecipientPhoneNum |
| Form And Info And Materials | NO PRESCRIBED FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | TO SUPPORT THE NEEDS AND COMFORTS OF CHILDREN, THE NEEDY, ORPHANS, HOMELESS PEOPLE, AND OTHER DULY QUALIFIED ORGANIZATIONS PRIMARILY, BUT NOT EXCLUSIVELY, IN THE NEW YORK METROPOLITAN AREA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| BED STUY CAMPAIGN AGAINST HUNGER | |||||||||
| 2010 FULTON STREET | BROOKLYN | NY | 11233 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | ||
| BOYS TOWN | |||||||||
| 444 PARK AVE S | NEW YORK | NY | 10016 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | ||
| CHARITY CHECKS | |||||||||
| 30473 MULHOLLAND HWY | AGOURA HILLS | CA | 91301 | NONE | PUBLIC | GENERAL SUPPORT | $525 | SUITE 64 | |
| CITY HARVEST NEW YORK | |||||||||
| 575 8TH AVE | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL SUPPORT | $6,000 | ||
| CITY HARVEST NEW YORK | |||||||||
| 575 8TH AVE | NEW YORK | NY | 10018 | NONE | PUBLIC | HARVEST EXPRESS | $7,000 | ||
| CITY MEALS ON WHEELS | |||||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 | ||
| COMMUNITY SYNAGOGUE OF PORT | |||||||||
| 160 MIDDLE NECK RD | SANDS POINT | NY | 11050 | NONE | PUBLIC | THANKSGIVING MEALS | $750 | ||
| DON MONTI MEMORIAL | |||||||||
| 101 ST ANDREWS LN | GLEN COVE | NY | 11542 | NONE | PUBLIC | GENERAL SUPPORT | $800 | ||
| FAMILY AND CHILDREN'S ASSOCATION | |||||||||
| 100 EAST OLD COUNTRY ROAD | MINEOLA | NY | 11501 | NONE | PUBLIC | SCHOLARSHIP | $6,000 | ||
| FOOD BANK FOR NYC | |||||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | ||
| FRIENDS OF ALYN | |||||||||
| 122 E 42 STREET STE 1519 | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL SUPPORT | $250 | ||
| GIRL SCOUTS OF GREATER | |||||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC | TROOP 6000 SUPPORT | $8,250 | NEW YORK | |
| GIRL SCOUTS OF GREATER | |||||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | NEW YORK | |
| GODS LOVE WE DELIVER | |||||||||
| 166 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | PUBLIC | RECEPTION AREA | $7,500 | ||
| GODS LOVE WE DELIVER | |||||||||
| 166 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | PUBLIC | GENERAL SUPPORT | $50 | ||
| GREENWICH HOUSE | |||||||||
| 27 BARROW ST | NEW YORK | NY | 10014 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | ||
| HECKSCHER MUSEUM | |||||||||
| 2 PRIME AVE | HUNTINGTON | NY | 11743 | NONE | PUBLIC | GENERAL SUPPORT | $450 | ||
| ISLAND HARVEST | |||||||||
| 15 GRUMMAN RD W | BETHPAGE | NY | 11714 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | ||
| JONI'S FOUND | |||||||||
| 18 MANOR ROAD | SMITHTOWN | NY | 11787 | NONE | PUBLIC | GENERAL SUPPORT | $250 | ||
| NEIGHBORS TOGETHER | |||||||||
| 2094 FULTON ST | BROOKLYN | NY | 11233 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | ||
| NETWORK FOR GOOD | |||||||||
| 1140 CONNECTICUT AVE | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL SUPPORT | $1,663 | NW 700 | |
| L I ALZHEIMER FOUND | |||||||||
| 5 CHANNEL DRIVE | PORT WASHINGTON | NY | 11050 | NONE | PUBLIC | GENERAL SUPPORT | $5,710 | ||
| LONG ISLAND CARES | |||||||||
| 10 DAVIDS DRIVE | HAPPAGUE | NY | 11788 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | ||
| LONG ISLAND COUNCIL ON | |||||||||
| 207 HILLSIDE AVE | WILLISTON PARK | NY | 11596 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | ALCOHOL AND DRUG DEP | |
| NEW YORK CITY RESCUE MISSION | |||||||||
| 90 LAFAYETTE STREET | NEW YORK | NY | 10013 | NONE | PUBLIC | EMERGENCY FOOD PANTRY | $25,000 | ||
| PART OF THE SOLUTION POTS | |||||||||
| 2759 WEBSTER AVE | BRONX | NY | 10458 | NONE | PUBLIC | BUILD/RENOVATE FACILITY | $71,429 | ||
| SAFE HORIZON | |||||||||
| 15120 JAMAICA AVE 2 | NEW YORK | NY | 11432 | NONE | PUBLIC | CHILD ADVOCACY CENTER | $15,000 | CHILD ADVOCACY CENTER | |
| SAINT JOHNS BREAD AND LIFE | |||||||||
| 795 LEXINGTON AVE | BROOKLYN | NY | 11221 | NONE | PUBLIC | DINING RM/KITCHEN RENOVATION | $59,300 | ||
| ST PAUL THE APOSTLE CHURCH | |||||||||
| 2534 CEDAR SWAMP RD | GLEN HEAD | NY | 11545 | NONE | PUBLIC | HOLIDAY DINNERS | $9,500 | ||
| ST PETERS OF ALCANTARA | |||||||||
| 1327 PORT WASHINGTON BLVD | PORT WASHINGTON | NY | 11050 | NONE | RELIGIOUS | THANKSGIVING MEALS | $750 | RC CHURCH | |
| SWIM ACROSS AMERICA | |||||||||
| PO BOX 7878 | GARDEN CITY | NY | 11530 | NONE | PUBLIC | GENERAL SUPPORT | $10,150 | ||
| THE INN | |||||||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | NONE | PUBLIC | GENERAL SUPPORT | $3,650 | ||
| THE SAFE CENTER | |||||||||
| 15 GRUMMAN ROAD W | BETHPAGE | NY | 11714 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | ||
| THE SAFE CENTER | |||||||||
| 15 GRUMMAN ROAD W | BETHPAGE | NY | 11714 | NONE | PUBLIC | SANDY OLIVIA FUND | $5,000 | ||
| UPLIFT NY | |||||||||
| 73 ELLWOOD STREET APT 1B | NEW YORK | NY | 10040 | NONE | PUBLIC | GENERAL SUPPORT | $1,132 | ||
| VOLUNTEERS OF AMERICA | |||||||||
| 9305 168TH STREET | JAMAICA | NY | 11433 | NONE | PUBLIC | DOMESTIC VIOLENCE SHELTER | $54,499 | ||
| VOLUNTEERS OF AMERICA | |||||||||
| 9305 168TH STREET | JAMAICA | NY | 11433 | NONE | PUBLIC | LUGGAGE FOR RESIDENTS LIBERTY HOUSE | $5,303 | ||
| WESTSIDE CAMPAIGN AGAINS HUNGER | |||||||||
| 263 W 86TH STREET | NEW YORK | NY | 10024 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | ||
| REACHING OUT | |||||||||
| 7708 NEW UTRECHT AVENUE | BROOKLYN | NY | 11214 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $340,411 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $329,561 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $204,726 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $534,354 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $534,354 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE NOTES AND DEBENTURES | BondNm |
| EOY Book Value | $308,907 | EOYBookValueAmt |
| EOYFMV | $315,264 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,013,970 | EOYBookValueAmt |
| EOYFMV | $766,792 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $4,686,601 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $4,736,135 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY | CategoryTxt |
| Legal Fees | $540 | LegalFeesAmt |
| Net Investment Income | $270 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $270 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT- RENT | Desc |
| BOY Book Value | $2,600 | BOYBookValueAmt |
| EOY Book Value | $2,600 | EOYBookValueAmt |
| EOYFMV | $2,600 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BROKER FEES | $20 | $20 | |
| FILING FEES | $250 | $250 | |
| INSURANCE | $1,345 | $1,345 | |
| INTERNET SERVICE | $780 | $390 | $390 |
| TRAVEL | $1,385 | $1,385 | |
| BANK CHARGES | -$62 | -$62 | |
| OFFICE EXENSES | $433 | $433 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $49,000 | $49,000 | |
| EXECUTIVE FEES | $18,000 | $18,000 |
Comments