THOMAS AND AGNES CARVEL FOUNDATION: Form 990PF, tax year 2017
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- Organization
- THOMAS AND AGNES CARVEL FOUNDATION (EIN 13-2879673)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-04-02
- IRS object ID
- 201930929349100308
- Schema version
- 2017v2.3
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-02T16:03:18-05:00 | ReturnTs |
| Tax Period End | 2018-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132550103 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D'ARCANGELO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WESTCHESTER AVE SUITE N-400 | AddressLine1Txt |
| City | RYE BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105731301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132879673 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE THOMAS AND AGNES CARVEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 9147937300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 EAST GRASSY SPRAIN ROAD | AddressLine1Txt |
| City | YONKERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10710 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER SMITH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9147937300 | PhoneNum |
| Signature | 2019-03-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY PENNELLA | PreparerPersonNm |
| PTIN | P00834560 | PTIN |
| Phone | 9146944600 | PhoneNum |
| Preparation | 2019-03-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.246.110.250 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-22 | IPDt |
| IP Tm | 13:58:01 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6F108E56890689A3DC0CFA7285CA68E12A3D176A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6F108E56890689A3DC0CFA7285CA68E12A3D176A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $47,586,668 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,478,275 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $156 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $156 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $951,917 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $951,917 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,023,629 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,540,914 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,023,629 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,271 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,271 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,455,248 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,976,973 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $122,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $73,200 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $48,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $132,277 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $79,366 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $52,911 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,945 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,967 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,978 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $87,981 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $87,981 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,960 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,740 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,866 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,520 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,346 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $54,479 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $27,240 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $27,240 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,204 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $7,322 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,882 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $283,169 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $257,737 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,432 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $736,621 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $565,293 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $171,329 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,481,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,481,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,217,671 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $565,293 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,652,379 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,237,577 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,411,680 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $101,844 | CashBOYAmt |
| Cash EOY | $104,469 | CashEOYAmt |
| Cash EOYFMV | $104,469 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $48,715 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,847 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,847 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $76,793 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $22,865 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $22,838 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $22,838 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $46,556,882 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $47,317,143 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $47,317,143 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,993 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,993 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $65,190 | OtherAssetsBOYAmt |
| Other Assets EOY | $93,371 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $93,371 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $46,872,289 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,586,668 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,586,668 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $55,842 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $35,000 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $4,786 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $21,713 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $60,628 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $56,713 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $46,811,661 | UnrestrictedBOYAmt |
| Unrestricted EOY | $47,529,955 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,811,661 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,529,955 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,872,289 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,586,668 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,811,661 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,237,577 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,800 | OtherIncreasesAmt |
| Subtotal | $49,061,038 | SubtotalAmt |
| Other Decreases | $1,531,083 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $47,529,955 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES-BONY NOMINEE | P | $12,076,640 | $11,770,487 | $306,153 | $306,153 |
| PUBLICLY TRADED SECURITIES-GOLDMAN SACHS NOMINEE | P | $3,035,790 | $2,746,798 | $288,992 | $288,992 |
| CAPITAL GAINS DIVIDENDS | P | $428,484 | $428,484 | $428,484 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,023,629 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,538,424 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $44,769,905 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056699 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,297,727 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $43,467,398 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052861 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,532,779 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $39,445,835 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064209 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,179,936 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $38,510,910 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056606 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,361,721 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $36,865,424 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064063 | DistributionYr5Rt |
| Total Distribution | 0.294438 | TotalDistributionRt |
| Average Distribution | 0.058888 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $47,832,013 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,816,732 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,117 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,830,849 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,652,379 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,234 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,234 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,234 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,539 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,539 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $506 | EsPenaltyAmt |
| Tax Due | $14,201 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 9147937300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 E GRASSY SPRAIN RD | AddressLine1Txt |
| City | YONKERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 107100000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PETER SMITH | ||||||||
| 35 E GRASSY SPRAIN RD | YONKERS | NY | 10710 | PRESIDENT | 25.00 | $102,827 | $0 | $0 |
| SALVADOR MOLELLA | ||||||||
| 37035 EXUMA BAY | BOYNTON BEACH | FL | 33436 | VICE PRESIDENT | 3.00 | $25,000 | $0 | $0 |
| JOAN MAGOOLAGHAN | ||||||||
| 221 DEVOE AVENUE | YONKERS | NY | 10705 | DIRECTOR | 1.00 | $23,500 | $0 | $0 |
| MARIE HOLCOMBE | ||||||||
| 19 HEWITT AVENUE | BRONXVILLE | NY | 10708 | TREASURER | 1.00 | $25,000 | $0 | $0 |
| BETTY GODLEY | ||||||||
| 4440E LADY BANKS LANE | MURRELLS INLET | SC | 29576 | DIRECTOR | 1.00 | $25,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RADCLIFFESLEBRASSEUR | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 FLEET ST | AddressLine1Txt |
| City | LONDON | CityNm |
| Country | UK | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL | ServiceTypeTxt |
| Compensation | $57,049 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $48,292,272 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $151,938 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $116,209 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,560,419 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,560,419 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $728,406 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,832,013 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,391,601 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,391,601 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,234 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,234 | TotalTaxAmt |
| Distributable Before Adj | $2,363,367 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,363,367 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,363,367 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,652,379 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,652,379 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,652,379 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,363,367 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $92,632 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $290,354 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $644,225 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $137,855 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $332,609 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,497,675 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,652,379 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,363,367 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $289,012 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,786,687 | 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 | $92,632 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,694,055 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $290,354 | ExcessFromYear4Amt |
| Excess From Year3 | $644,225 | ExcessFromYear3Amt |
| Excess From Year2 | $137,855 | ExcessFromYear2Amt |
| Excess From Year1 | $332,609 | ExcessFromYear1Amt |
| Excess From Current Year | $289,012 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PETER SMITH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 E GRASSY SPRAIN RD | AddressLine1Txt |
| City | YONKERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9147937300 | RecipientPhoneNum |
| Form And Info And Materials | BY LETTER SUPPORTED BY BUDGET FOR EXPENDITURE OF REQUESTED GRANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (160 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABBOTT HOUSE | |||||||
| 100 NORTH BROADWAY | IRVINGTONONHUDSON | NY | 10533 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| AFYA FOUNDATION | |||||||
| 140 SAW MILL RIVER RD | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| AISLING IRISH COMMUNITY CENTER | |||||||
| 990 MCLEAN AVE | YONKERS | NY | 10704 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| ALZHEIMER'S FOUNDATION OF AMERICA | |||||||
| 322 EIGHT AVE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| ANDRUS CHILDREN'S CENTER | |||||||
| 1156 NORTH BROADWAY | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| ART BEYOND SIGHT | |||||||
| 589 BROADWAY | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| ARTSWESTCHESTER | |||||||
| 31 MAMARONECK AVENUE | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| ASSOCIATION FOR CHILDREN WITH DOWNS SYNDROME (ACDS) | |||||||
| 963 SCARSDALE RD | SCARSDALE | NY | 10583 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| BEST BUDDIES NEW YORK | |||||||
| 1133 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| BLUE PATH SERVICE DOGS | |||||||
| 8 COUNTRY CLUB ROAD | HOPEWELL JUNCTION | NY | 12533 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 350 FIFTH AVE | NEW YORK | NY | 10118 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| BOY SCOUTS WESTCHESTER PUTNAM | |||||||
| 41 SAW MILL RIVER RD | HAWTHORNE | NY | 10532 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| BOYS & GIRLS CLUB OF MT VERNON | |||||||
| 350 S SIXTH AVE | MT VERNON | NY | 10550 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| BRIDGES OUTREACH INC | |||||||
| 120 MORRIS AVENUE PO BOX 1444 | SUMMIT | NJ | 07902 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| BUILD NEW YORK | |||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| CABRINI IMMIGRANT SERVICES | |||||||
| 121 MAIN STREET | DOBBS FERRY | NY | 10522 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| CALVARY FUND INC OF CALVARY HOSPITAL | |||||||
| 1740 EASTCHESTER ROAD | BRONX | NY | 10461 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| CAMP SOULGROW INC | |||||||
| PO BOX 1016 | MONTAUK | NY | 11954 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| CANCER SUPPORT TEAM | |||||||
| 2900 WESTCHESTER AVE | PURCHASE | NY | 10577 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| CARDINAL HAYES HIGH SCHOOL | |||||||
| 650 GRAND CONCOURSE | BRONX | NY | 10451 | SEE STATEMENT 15 | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| CARDINAL MCCLOSKEY SERVICES | |||||||
| 115 STEVENS AVENUE | VALHALLA | NY | 10595 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $50,000 |
| CAREERS SUPPORT SOLUTIONS | |||||||
| 102 GLENEIDA AVE | CARMEL | NY | 10512 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| CARVER CENTER | |||||||
| 400 WESTCHESTER AVENUE | PORT CHESTER | NY | 10573 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| CATHOLIC BIG SISTERS BIG BROTHERS | |||||||
| 137 E SECOND STREET | NEW YORK | NY | 10009 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| CATHOLIC CHARITIES COMMUNITY SERVICES | |||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| CENTER CAREER FREEDOM | |||||||
| ONE EAST POST ROAD | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| CEREBRAL PALSY OF WESTCHESTER | |||||||
| 1186 KING STREET | RYE BROOK | NY | 10573 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $16,000 |
| CHALLENGED ATHLETES FOUNDATION | |||||||
| 18 CLUB BLVD | W ORANGE | NJ | 07052 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $30,000 |
| CHILDREN'S VILLAGE | |||||||
| THE CHILDRENS VILLAGE | DOBBS FERRY | NY | 10522 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| CHRIST THE KING PREPARATORY HIGH SCHOOL | |||||||
| 239 WOODSIDE AVENUE | NEWARK | NJ | 07104 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| COLLEGE OF NEW ROCHELLE SCHOOL OF NURSING | |||||||
| 29 CASTLE PLACE | NEW ROCHELLE | NY | 10805 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| COMMUNITY BASED SERVICES | |||||||
| 3 FIELDS LANE | NORTH SALEM | NY | 10560 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $30,000 |
| COMMUNITY CENTER OF NO WESTCHESTER | |||||||
| 84 BEDFORD RD | KATONAH | NY | 10536 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| DELIVERING GOOD | |||||||
| 266 WEST 37TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| DOMINICAN COLLEGE | |||||||
| 470 WESTERN HIGHWAY | ORANGEBURG | NY | 10962 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| ELIZABETH MASCIA CHILD CARE CENTER | |||||||
| 171 SHELDON AVENUE | TARRYTOWN | NY | 10591 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| ELIZABETH SETON CHILDREN'S FOUNDATION | |||||||
| 300 CORPORATE BOULEVARD SOUTH | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| ENRICO FERMI SCHOLARSHIP FUND | |||||||
| 13 ANN MARIE PLACE | YONKERS | NY | 10703 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| FAMILY SERVICES OF WESTCHESTER | |||||||
| ONE GATEWAY PLAZA | PORT CHESTER | NY | 10573 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| FAMILY SERVICES OF YONKERS | |||||||
| 30 SOUTH BROADWAY | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| FERNCLIFF MANOR | |||||||
| 1174 SAW MILL RIVER ROAD | YONKERS | NY | 10710 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $13,400 |
| FOOD BANK OF WESTCHESTER | |||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| FRAXA FOUNDATION | |||||||
| 24 CUNNINGHAM DRIVE | LAGRANGEVILLE | NY | 12540 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $60,000 |
| FREEDOM HOUSE FOUNDATION | |||||||
| 2004 ROUTE 31 | CLINTON | NJ | 08809 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| FREEHOLD BOROUGH EDUCATIONAL FUND | |||||||
| 6 HANCE BLVD | FREEHOLD | NJ | 07728 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,000 |
| FRIENDS OF KAREN | |||||||
| 118 TITICUS RD PO BOX 190 | NORTH SALEM | NY | 10560 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| FROST VALLEY YMCA | |||||||
| 2000 FROST VALLEY RD | CLARYVILLE | NY | 12725 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| FURNITURE SHAREHOUSE | |||||||
| 1 WEST AVENUE SUITE 201 | LARCHMONT | NY | 10538 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| GILDA'S CLUB OF WESTCHESTER | |||||||
| 80 MAPLE AVE | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| GIRL SCOUTS HEART OF THE HUDSON INC | |||||||
| 2 GREAT OAK LANE | PLEASANTVILLE | NY | 10570 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| GIRLS INCWESTCHESTER | |||||||
| 901 NORTH BROADWAY SUITE 6 | WHITE PLAINS | NY | 10603 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| GREEN CHIMNEYS | |||||||
| 400 DOANSBURGH RD | BREWSTER | NY | 10509 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| GREENBURGH NATURE CENTER | |||||||
| 99 DROMORE ROAD | SCARSDALE | NY | 10583 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| GREENWOOD GARDENS | |||||||
| 274 OLD SHORT HILLS ROAD | SHORT HILLS | NJ | 07078 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $7,500 |
| GREYSTON SOCIAL ENTERPRISE | |||||||
| 21 PARK AVENUE | YONKERS | NY | 10703 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| GROUNDWORK HUDSON VALLEY | |||||||
| 22 MAIN STREET | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| GUIDANCE CENTER OF WESTCHESTER | |||||||
| 256 WASHINGTON AVE | MT VERNON | NY | 10553 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| GULLOTTA HOUSE | |||||||
| 72 NORTH STATE RD | BRIARCLIFF MANOR | NY | 10510 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $4,000 |
| HAZLET SCHOOL DISTRICT | |||||||
| 37 CRESCI BLVD | HAZLET | NJ | 07730 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| HEARING AND COMMUNICATION CENTER | |||||||
| 50 BROADWAY | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| HEARING HEALTH FOUNDATION | |||||||
| 363 SEVENTH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| HISTORIC HUDSON VALLEY | |||||||
| 639 BEDFORD RD | TARRYTOWN | NY | 10591 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| HOSPICE AND PALLIATIVE CARE OF WESTCHESTER | |||||||
| 1025 WESTCHESTER AVE | WHITE PLAINS | NY | 10604 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| HOSPICE OF WESTCHESTER AND PUTNAM | |||||||
| 540 WHITE PLAINS RD | TARRYTOWN | NY | 10591 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| HUDSON VALLEY SHAKESPEARE FESTIVAL | |||||||
| 143 MAIN STREET | COLD SPRINGS | NY | 10516 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| JACK STEWART WILDLIFE FUND | |||||||
| 330 OVERLOOK DRIVE | CARMEL | NY | 10512 | SEE STATEMENT 15 | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| JEWISH CHILD CARE ASSOCIATION | |||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| JEWISH COUNCIL OF YONKERS | |||||||
| 30 SOUTH BROADWAY | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 1480 US 9 N SUITE 306 | WOODBRIDGE | NJ | 07095 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| KATONAH MUSEUM OF ART | |||||||
| 134 JAY STREET | KATONAH | NY | 10536 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $8,500 |
| KEEN NEW YORK | |||||||
| PO BOX 5115 | NEW YORK | NY | 10185 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| LEARNING ALLY | |||||||
| 20 ROSZEL ROAD | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| LEGAL SERVICES OF THE HUDSON VALLEY | |||||||
| 90 MAPLE AVENUE | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE | RYE BROOK | NY | 10573 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| LIFTING UP WESTCHESTER | |||||||
| 35 ORCHARD STREET | WHITE PLAINS | NY | 10603 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| LIVING HISTORY EDUCATION FOUNDATION | |||||||
| 11 LAKE DRIVE | BUCHANAN | NY | 10511 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,050 |
| LOWER EAST SIDE GIRLS CLUB | |||||||
| 101 AVENUE D | NEW YORK | NY | 10009 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $50,000 |
| MAKE A WISH FOUNDATION | |||||||
| 828 SOUTH BROADWAY | TARRYTOWN | NY | 10591 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| MARIA REGINA HIGH SCHOOL | |||||||
| 500 W HARTSDALE AVE | HARTSDALE | NY | 10530 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| MARIAN WOODS | |||||||
| 152 RIDGE RD | HARTSDALE | NY | 10530 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| MASON GROSS SCHOOL OF THE ARTS | |||||||
| 33 LIVINGSTON AVE | NEW BRUNSWICK | NJ | 08901 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,000 |
| MAYO PERFORMING ARTS CENTER | |||||||
| 100 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| MENTAL HEALTH ASSOCIATION OF WESTCHESTER | |||||||
| 580 WHITE PLAINS ROAD | TARRYTOWN | NY | 10591 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| MERCY CARE OF THE ADIRONDACKS | |||||||
| 185 OLD MILITARY ROAD | LAKE PLACID | NY | 12946 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $7,500 |
| MERCY CENTER | |||||||
| 377 EAST 145TH STREET | BRONX | NY | 10454 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| MERCY COLLEGE | |||||||
| 555 BROADWAY | DOBBS FERRY | NY | 10522 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| MIDNIGHT RUN | |||||||
| 97 MAIN STREET | DOBBS FERRY | NY | 10522 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| MILL NECK FAMILY OF ORGANIZATIONS | |||||||
| 40 FROST MILL RD | MILL NECK | NY | 11765 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| MIRACLE LEAGUE OF WESTCHESTER | |||||||
| 15 FISHER LANE | WHITE PLAINS | NV | 10603 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| MONTEFIORE MEDICAL CENTER | |||||||
| 111 EAST 210 ST | BRONX | NY | 10467 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| MOUNT KISCO CHILD CARE CENTER | |||||||
| 95 RADIO CIRCLE | MT KISCO | NY | 10549 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $16,000 |
| MUSIC CONSERVATORY OF WESTCHESTER | |||||||
| 216 CENTRAL AVE | WHITE PLAINS | NY | 10606 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| MY SISTER'S PLACE | |||||||
| ONE WATER STREET | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| NATIONAL COUNCIL OF JEWISH WOMEN | |||||||
| 70 S ORANGE AVENUE | LIVINGSTON | NJ | 07039 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| NEIGHBORHOOD HOUSE | |||||||
| 43 WILDEY STREET | TARRYTOWN | NY | 10591 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $12,000 |
| NEUBERGER MUSEUM OF ART | |||||||
| 735 ANDERSON HILL RD | PURCHASE | NY | 10577 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| NEW JERSEY SYMPHONY ORCHESTRA | |||||||
| 60 PARK PLACE | NEWARK | NJ | 07102 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $7,500 |
| NEW YORK MILK BANK | |||||||
| 185 OLD BROADWAY | HASTINGSONHUDSON | NY | 10706 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $35,000 |
| NORTHERN DUTCHESS SYMPHONY ORCHESTRA | |||||||
| PO BOX 253 | RHINEBECK | NY | 12572 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| NY FOUNDLING HOSPITAL | |||||||
| 590 AVENUE OF THE AMERICAS | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| OPEN DOOR | |||||||
| 2 CHURCH STREET | OSSINING | NY | 10562 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $35,000 |
| OUR LADY OF MERCY ACADEMY | |||||||
| 816 CONVENT ROAD | SYOSSET | NY | 11716 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| OUR LADY OF THE VALLEY CHURCH | |||||||
| 510 VALLEY STREET | ORANGE | NJ | 07050 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| PACE WOMEN'S JUSTICE CENTER | |||||||
| 78 NORTH BROADWAY | WHITE PLAINS | NY | 10603 | SEE STATEMENT 15 | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| PAJAMA PROGRAM | |||||||
| 114 EAST 39TH STREET | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| PAPER MILL PLAYHOUSE | |||||||
| BROOKSIDE DRIVE | MILLBURN | NJ | 07041 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| PARTNERSHIP FOR INNER-CITY EDUCATION | |||||||
| 1011 FIRST AVENUE/SUITE 1800 | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| PEACE OUTSIDE CAMPUS | |||||||
| 45 KNOLLWOOD RD | ELMSFORD | NY | 10523 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| PEDIATRIC CANCER FOUNDATION | |||||||
| PO BOX 785 | MAMARONECK | NY | 10543 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| PEGASUS THERPEUTIC RIDING | |||||||
| 310 PEACH LAKE ROAD | BREWSTER | NY | 10509 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| PINELANDS PRESERVATION ALLIANCE | |||||||
| 17 PEMBERTON ROAD | SOUTHAMPTON | NY | 08088 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $150,000 |
| PREGNANCY CARE CENTER | |||||||
| PO BOX 28 | NEW ROCHELLE | NY | 10801 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| RAMAPO FOR CHILDREN | |||||||
| PO BOX 266 | RHINEBECK | NY | 12572 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| RESOURCE CENTER FOR COMMUNITY DEVELOPMENT | |||||||
| 884 EAST 163RD STREET | BRONX | NY | 10459 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $8,000 |
| RISING GROUND | |||||||
| 463 HAWTHORNE AVE | YONKERS | NY | 10705 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| SAN MIGUEL ACADEMY | |||||||
| PO BOX 284 | CHAPPAQUA | NY | 10514 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| SARAH LAWRENCE COLLEGE | |||||||
| 35 ALEXANDER STREET | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| SCHOOL FOR CHILDREN WITH HIDDEN INTELLIGENCE | |||||||
| 1001 AVENUE OF THE AMERICAS | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| SEARCH FOR CHANGE | |||||||
| 115 E STEVENS AVE | VALHALLA | NY | 10595 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,600 |
| SHARING COMMUNITY | |||||||
| PO BOX 657 | YONKERS | NY | 10702 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $2,000 |
| SHOES THAT FIT | |||||||
| 1420 N CLAREMONT BLVD | CLAREMONT | CA | 91711 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $7,500 |
| SISTERS OF CHARITY | |||||||
| 6301 RIVERDALE AVE | BRONX | NY | 10471 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| SOAR | |||||||
| 3025 4TH STREET NE | WASHINGTON | DC | 20017 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| SONGCATCHERS INC | |||||||
| 2005 PALMER AVE | LARCHMONT | NY | 10538 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| SOUTHAMPTON FRESH AIR HOME | |||||||
| 36 BARKERS ISLAND RD | SOUTHAMPTON | NY | 11968 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| SPARC | |||||||
| 3045 GOMER STREET | YORKTOWN | NY | 10598 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| ST FRANCIS YOUTH CENTER | |||||||
| 421 E 155TH STREET | BRONX | NY | 10455 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| ST IGNATIUS SCHOOL | |||||||
| 740 MANITA STREET | BRONX | NY | 10474 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| ST BARNABAS CHURCH | |||||||
| REVOLUTIONARY ROAD | ARDSLEY | NY | 10502 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $40,000 |
| ST CHRISTOPHER'S INN | |||||||
| 21 FRANCISCAN WAY/PO BOX 150 | GARRISON | NY | 10524 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| ST DOMINIC'S HOME | |||||||
| 500 WESTERN HIGHWAY | BLAUVELT | NY | 10913 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $35,000 |
| ST PETERS SCHOOL | |||||||
| 204 HAWTHORNE AVENUE | YONKERS | NY | 10705 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| ST PETERS UNIVERSITY | |||||||
| 2641 KENNEDY BLVD | JERSEY CITY | NJ | 07306 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| ST VINCENT'S ACADEMY | |||||||
| 228 WEST MARKET STREET | NEWARK | NJ | 07103 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $7,500 |
| STATE THEATRE | |||||||
| 15 LIVINGSTON AVENUE | NEW BRUNSWICK | NJ | 08901 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| STEFFI NOSSEN DANCE FOUNDATION | |||||||
| 216 CENTRAL AVE | WHITE PLAINS | NY | 10606 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| STUTTERING ASSOCIATION FOR THE YOUNG | |||||||
| 55 WEST 39TH STREEET | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| SUPPORT CONNECTION | |||||||
| 40 TRIANGLE CENTER | YORKTOWN HEIGHTS | NY | 10598 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| SYMPHONY OF WESTCHESTER | |||||||
| PO BOX 207 | NEW ROCHELLE | NY | 10804 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| TEATOWN LAKE RESERVATION | |||||||
| 1600 SPRING VALLEY ROAD | OSSINING | NY | 10562 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| THE CLEARVIEW SCHOOL | |||||||
| 480 ALBANY POST RD | BRIARCLIFF MANOR | NY | 10510 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| THE SEEING EYE | |||||||
| PO BOX 375 | MORRISTOWN | NJ | 07963 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| TRINITAS EMERGENCY DEPARTMENT | |||||||
| PO BOX 259 | ELIZABETH | NJ | 07207 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| UNTERMYER GARDENS CONSERVANCY | |||||||
| 945 N BROADWAY | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| VERNON AVENUE PROJECT | |||||||
| 442 LORIMER STREET | BROOKLYN | NY | 11206 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| VOLUNTEER NEW YORK | |||||||
| 220 WHITE PLAINS RD | TARRYTOWN | NY | 10591 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| WARTBURG HOME | |||||||
| ONE WARTBURG PLACE | MT VERNON | NY | 10552 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| WESTCHESTER COMMUNITY COLLEGE FOUNDATION | |||||||
| 75 GRASSLANDS RD | VALHALLA | NY | 10595 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $50,000 |
| WESTCHESTER EXCEPTIONAL CHILDREN | |||||||
| 520 RT 22 | NORTH SALEM | NY | 10560 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| WESTCHESTER INSTITUTE FOR HUMAN DEVELOPMENT | |||||||
| CEDARWOOD HALL | VALHALLA | NY | 10595 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| WESTCHESTER JEWISH COMMUNITY SERVICES | |||||||
| 845 NORTH BROADWAY | WHITE PLAINS | NY | 10603 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| WESTCHESTER LIBRARY SYSTEM | |||||||
| 570 TAXTER ROAD | ELMSFORD | NY | 10523 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| WESTHAB | |||||||
| 8 BASHFORD STREET | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| WHITE PLAINS LIBRARY | |||||||
| 100 MARTINE AVE | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| WOMEN IN NEED | |||||||
| 115 WEST 31ST STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| YMCA OF TARRYTOWN | |||||||
| 62 MAIN STREET | TARRYTOWN | NY | 10591 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| YONKERS PARTNERSHIP IN EDUCATION | |||||||
| 86 MAIN STREET | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| YONKERS PHILHARMONIC ORCHESTRA | |||||||
| PO BOX 705 | YONKERS | NY | 10704 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $6,000 |
| YWCA WHITE PLAINS AND CENTRAL WESTCHESTER | |||||||
| 515 NORTH STREET | WHITE PLAINS | NY | 10605 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,481,050 | 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 | $156 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $951,917 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,271 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,023,629 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,976,973 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,976,973 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $28,700 | Amt |
| Net Investment Income | $22,960 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,740 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GRANT RECIPIENT RELATIONSHIP | IdentifierTxt |
| Form And Line Reference | PART I - LINE 25 GRANTS | FormAndLineReferenceDesc |
| Medium Explanation | A SPOUSE OF A BOARD MEMBER IS ALSO ON BOARD OF RECIPIENT ORGANIZATION. BOARD MEMBER ABSTAINED FROM VOTING ON GRANT APPROVAL: PACE WOMEN'S JUSTICE CENTER.A BOARD MEMBER IS ALSO ON BOARD OF RECIPIENT ORGANIZATION. BOARD MEMBER ABSTAINED FROM VOTING ON GRANT APPROVAL: CARDINAL HAYES HIGH SCHOOL.A RELATION OF A BOARD MEMBER IS ALSO ON BOARD OF RECIPIENT ORGANIZATION. BOARD MEMBER ABSTAINED FROM VOTING ON GRANT APPROVAL: JACK STEWART WILDLIFE FUND. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PUBLICLY TRADED SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $47,317,143 | BookValueAmt |
| EOYFMV | $47,317,143 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $87,981 | LegalFeesAmt |
| Net Investment Income | $87,981 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST RECEIVABLE | $45,290 | $85,171 | $85,171 |
| SECURITY DEPOSITS | $7,870 | $8,200 | $8,200 |
| PREPAID EXCISE TAX | $12,030 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| NET LOSS ON INVESTMENTS PER BOOK BASIS | $907,198 |
| NET GAIN ON INVESTMENTS PER TAX BASIS | $595,145 |
| FEDERAL EXCISE TAX PER BOOKS | $28,740 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPP. & EXPENSES | $5,931 | $2,966 | $2,965 |
| TELEPHONE | $3,310 | $1,655 | $1,655 |
| INSURANCE | $40,153 | $20,076 | $20,077 |
| INVESTMENT CHARGES | $231,325 | $231,325 | $0 |
| FILING FEES | $2,450 | $1,715 | $735 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $1,271 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,271 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,271 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERIES OF PRIOR YEAR QUALIFYING GRANTS PAID | Desc |
| Amt | $11,800 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL TAXES PAYABLE | $4,786 | $7,512 |
| EXCISE TAX PAYABLE | $0 | $14,201 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL | CategoryTxt |
| Amt | $10,866 | Amt |
| Net Investment Income | $6,520 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,346 | DisbursementsCharitablePrpsAmt |
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