HEISMAN TROPHY TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HEISMAN TROPHY TR (EIN 13-7052079)
- Tax period
- 2017-11-01 to 2018-10-31
- Filed
- 2019-09-12
- IRS object ID
- 201942559349100209
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Explan Of Legis Political Actvts
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-12T11:04:37-05:00 | ReturnTs |
| Tax Period End | 2018-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113266576 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRASSI & CO CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 JERICHO QUADRANGLE SUITE 200 | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137052079 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEISMAN TROPHY TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEIS | BusinessNameControlTxt |
| Phone | 2124257000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 BROADWAY NO 103A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL COMERFORD TRUSTEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2124257000 | PhoneNum |
| Signature | 2019-09-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA RISPOLI CPA | PreparerPersonNm |
| PTIN | P00638973 | PTIN |
| Phone | 5162563500 | PhoneNum |
| Preparation | 2019-09-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.38.5.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-12 | IPDt |
| IP Tm | 10:35:00 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C7AD96754DCBCDFC6E5A9FA57FCA199BF852563A | 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 | $30,769,386 | 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 | $3,305,997 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $34,951 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34,951 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $34,951 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $637,521 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $637,521 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $637,521 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,314,120 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,013,315 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,314,120 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,314,120 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,125,079 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,125,079 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $7,417,668 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,986,592 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,111,671 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $153,721 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $101,544 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $101,544 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $59,749 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $59,749 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $40,872 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $40,872 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,332 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $32,332 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $90,750 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $90,750 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $39,744 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $39,744 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $9,666 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $9,666 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $85,705 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $85,705 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,791 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $10,791 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $932,158 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $145,381 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $786,777 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,557,032 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $145,381 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,257,930 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,197,337 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,197,337 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,754,369 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $145,381 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,257,930 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,197,337 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,663,299 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,841,211 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,853,741 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,111,958 | CashBOYAmt |
| Cash EOY | $1,283,602 | CashEOYAmt |
| Cash EOYFMV | $1,283,602 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,356,386 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,036,499 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,036,499 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $103,419 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,905,025 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $103,419 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $103,419 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $249,628 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $151,049 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $151,049 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $12,483,453 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,311,861 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,999,319 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,765,582 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,387,320 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,199,895 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,302,599 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,066,334 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $966,417 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $96,790 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $82,604 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $21,361 | LandBOYAmt |
| Land EOY | $14,186 | LandEOYAmt |
| Land EOYFMV | $14,186 | LandEOYFMVAmt |
| Other Assets BOY | $15,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,210,992 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,369,270 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,769,386 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $31,461 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,343 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $161,213 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $717,310 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $57,815 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $20,815 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $250,489 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $745,468 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $24,960,503 | UnrestrictedBOYAmt |
| Unrestricted EOY | $28,623,802 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,960,503 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,623,802 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,210,992 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,369,270 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,960,503 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,663,299 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $28,623,802 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,623,802 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JP MORGAN | P | $6,755,435 | $5,588,430 | $1,167,005 | $1,167,005 |
| NORTHERN TRUST | P | $1,736,341 | $1,667,198 | $69,143 | $69,143 |
| NORTHERN TRUST COHO | P | $129,772 | $100,201 | $29,571 | $29,571 |
| NORTHERN TRUST JENNISON | P | $391,767 | $343,366 | $48,401 | $48,401 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,314,120 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,314,120 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,037,539 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $25,054,114 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.081326 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,830,716 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,704,396 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.088422 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,728,462 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,011,765 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.107949 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,512,079 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,507,344 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.097507 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,395,782 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,906,876 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.117225 | DistributionYr5Rt |
| Total Distribution | 0.492429 | TotalDistributionRt |
| Average Distribution | 0.098486 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $26,732,776 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,632,804 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,412 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,651,216 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,197,337 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,824 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $36,824 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $36,824 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $204 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $204 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $757 | EsPenaltyAmt |
| Tax Due | $37,377 | 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 | Yes (1) | 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 | WWW.HEISMAN.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRASSI AND COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5162563500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 JERICHO QUADRANGLE | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM J DOCKERY | |||||||||
| C/O LAW OFFICE OF WILLIAM J DOCKERY | 120 BROADWAY 32ND FLOOR | NEW YORK | NY | 10271 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| MICHAEL COMERFORD ESQ | |||||||||
| C/O COMERFORD DOUGHERTY 1122 | FRANKLIN AVENUE STE 406 | GARDEN CITY | NY | 11530 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES CORCORAN | |||||||||
| C/O WELLS FARGO ADVISORS LLC 280 | PARK AVE 27W | NEW YORK | NY | 10017 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANNE FITZPATRICK-DONAHUE | |||||||||
| C/O US BANK 3 BRYANT PARK 1095 | AVENUE OF AMERICAS 15TH FL | NEW YORK | NY | 10036 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| N RICHARD KALIKOW | |||||||||
| GAMMA REAL ESTATE 101 PARK AVENUE | SUITE 1102 | NEW YORK | NY | 10178 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| VASILI KRISHNAMURTI | |||||||||
| 1060 PARK AVENUE 12G | NEW YORK | NY | 10128 | TRUSTEE | 1.00 | $0 | $0 | $0 | |
| BRIAN OBERGFELL | |||||||||
| C/O EMMET MARVIN MARTIN LLP 120 | BROADWAY 32ND FLOOR | NEW YORK | NY | 10271 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CAROL PISANO | |||||||||
| C/O MCELROY DEUSTCH MULVANEY | CARPENTER LLC 225 LIBERTY STREET 36 | NEW YORK | NY | 10281 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SANFORD WURMFELD | |||||||||
| 18 WARREN STREET | NEW YORK | NY | 10007 | TRUSTEE | 1.00 | $0 | $0 | $0 | |
| ROBERT WHALEN | |||||||||
| 111 BROADWAY | NEW YORK | NY | 10006 | EXECUTIVE DIRECTOR | 40.00 | $153,721 | $45,962 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY HENNING | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OPERATIONS MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $101,544 | CompensationAmt |
| Employee Benefits | $28,141 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CSM | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 449 9TH AVE 17TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MARKETING ADVISORS | ServiceTypeTxt |
| Compensation | $75,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $22,754,912 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,384,962 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,139,874 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,139,874 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $407,098 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,732,776 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,336,639 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,197,337 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,197,337 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,197,337 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,246,725 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,512,079 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,731,494 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $4,490,298 | TotalExcessDistributionCyovAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,490,298 | 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 | $1,246,725 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,243,573 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,512,079 | ExcessFromYear4Amt |
| Excess From Year3 | $1,731,494 | ExcessFromYear3Amt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2008-06-30 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,336,639 | CurrentYearAmt |
| Year1 | $1,252,706 | Year1Amt |
| Year2 | $1,035,220 | Year2Amt |
| Year3 | $800,588 | Year3Amt |
| Total | $4,425,153 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,136,143 | CurrentYearAmt |
| Year1 | $1,064,800 | Year1Amt |
| Year2 | $879,937 | Year2Amt |
| Year3 | $680,500 | Year3Amt |
| Total | $3,761,380 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,197,337 | CurrentYearAmt |
| Year1 | $2,037,539 | Year1Amt |
| Year2 | $1,830,716 | Year2Amt |
| Year3 | $1,731,494 | Year3Amt |
| Total | $7,797,086 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,197,337 | CurrentYearAmt |
| Year1 | $2,037,539 | Year1Amt |
| Year2 | $1,830,716 | Year2Amt |
| Year3 | $1,731,494 | Year3Amt |
| Total | $7,797,086 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $891,093 | CurrentYearAmt |
| Year1 | $835,137 | Year1Amt |
| Year2 | $690,147 | Year2Amt |
| Year3 | $533,725 | Year3Amt |
| Total | $2,950,102 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARCHIE & BONITA GRIFFIN FOUNDATION | |||||||
| 425 W SCHROCK RD STE 103 | WESTERVILLE | OH | 43081 | NONE | PC | FINANCIAL SUPPORT | $10,000 |
| BILLY SIMS FOUNDATION INC | |||||||
| 6570 E 51ST ST B | TULSA | OK | 74145 | NONE | PC | FINANCIAL SUPPORT | $10,000 |
| BROOKLYN JESUIT PREP | |||||||
| 560 STERLING PLACE | BROOKLYN | NY | 11238 | NONE | PC | DONATION | $15,000 |
| COSIDA | |||||||
| PO BOX 7818 | GREENWOOD | IN | 46142 | NONE | PC | FINANCIAL SUPPORT | $5,000 |
| DESIRE STREET MINISTRIES | |||||||
| PO BOX 18057 | ATLANTA | GA | 18057 | NONE | PC | FINANCIAL SUPPORT | $40,000 |
| DAVID ROBINSON FOUNDATION | |||||||
| 1150 N LOOP 1604 W BOX 505 | SAN ANTONIO | TX | 78248 | NONE | PC | FINANCIAL SUPPORT | $10,000 |
| DONORSCHOOSEORG | |||||||
| 134 WEST 37TH STREET | NEW YORK | NY | 10018 | NONE | PC | FINANCIAL SUPPORT | $36,900 |
| EAST TEXAS COMMUNITIES FOUNDATION | |||||||
| 315 N BROADWAT STE 210 | TYLER | TX | 75702 | NONE | PC | FINANCIAL SUPPORT | $10,000 |
| ELS FOR AUTISM | |||||||
| 18370 LIMESTONE CREEK ROAD | JUPITER | FL | 33458 | NONE | PC | FINANCIAL SUPPORT | $75,000 |
| FSU FOUNDATION INC | |||||||
| 2010 LEVY AVE | TALLAHASSEE | FL | 32306 | NONE | PC | FINANCIAL SUPPORT | $5,000 |
| GEORGE ROGERS FOUNDATION OF THE CAROLINAS INC | |||||||
| PO BOX 205 | COLUMBIA | SC | 29202 | NONE | PC | FINANCIAL SUPPORT | $10,000 |
| HBC FOUNDATION | |||||||
| 14664 NW 25TH ROAD | NEWBERRY | FL | 32669 | NONE | PC | FINANCIAL SUPPORT | $10,000 |
| JAMEIS WINSTON'S DREAM FOREVER FOUNDATION | |||||||
| 59 CAVALIER BLVD STE 301 | FLORENCE | KY | 41042 | NONE | PC | FINANCIAL SUPPORT | $10,000 |
| JOHNNY RODGERS YOUTH FOUNDATION | |||||||
| 2011 WIRT ST | OMAHA | NE | 68110 | NONE | PC | FINANCIAL SUPPORT | $10,000 |
| MIKE ROZIER CANCER FOUNDATION | |||||||
| 303 SUNSHINE LAKE DRIVE | VOORHEES | NJ | 08043 | NONE | PC | FINANCIAL SUPPORT | $10,000 |
| MONMOUTH MEDICAL CENTER FOUNDATION | |||||||
| 300 SECOND AVE | LONG BRANCH | NJ | 07740 | NONE | PC | FINANCIAL SUPPORT | $10,000 |
| NEBRASKA GREATS FOUNDATION | |||||||
| 2813 SOUTH 76 STREET | OMAHA | NE | 68124 | NONE | PC | FINANCIAL SUPPORT | $10,000 |
| NEW YORK COMMUNITY TRUST | |||||||
| 909 THIRD AVE | NEW YORK | NY | 10022 | NONE | PC | DONATION | $1,829,625 |
| SISTER VISITOR PROGRAM | |||||||
| 2235 WEST MARKET STREET | LOUISVILLE | KY | 40212 | NONE | PC | FINANCIAL SUPPORT | $10,000 |
| THE DOUG FLUTIE JR FOUNDATION FOR AUTISM | |||||||
| PO BOX 767 | FRAMINGHAM | MA | 01701 | NONE | PC | FINANCIAL SUPPORT | $20,000 |
| THE MARTY LYONS FOUNDATION | |||||||
| 354 VETERANS MEMORIAL HWY 9 | COMMACK | NY | 11725 | NONE | PC | FINANCIAL SUPPORT | $5,000 |
| TIM TEBOW FOUNDATION | |||||||
| 2220 COUNTRY RD STE 108 PMB 317 | JACKSONVILLE | FL | 32259 | NONE | PC | FINANCIAL SUPPORT | $30,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYL | |||||||
| 801 SPRUCE ST | PHILADELPHIA | PA | 19107 | NONE | PC | FINANCIAL SUPPORT | $9,000 |
| UAB COMPREHENSIVE CANCER CENTER | |||||||
| WTI 210 1720 2ND AVE SOUTH | BIRMINGHAM | AL | 35294 | NONE | PC | FINANCIAL SUPPORT | $5,000 |
| VISITATION CATHOLIC SCHOOL | |||||||
| 5141 MAIN STREET | KANSAS CITY | MO | 64112 | NONE | PC | FINANCIAL SUPPORT | $5,000 |
| WUCD EDUCATION FUND | |||||||
| 1240 W 57TH TERR | KANSAS CITY | MI | 64113 | NONE | PC | FINANCIAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,205,525 | 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 | $34,951 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $637,521 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,314,120 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| LICENSING | $114,397 |
| MEDIA | $2,010,000 |
| MERCHANDISE SALES | $682 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,986,592 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,125,079 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,111,671 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | THE HEISMAN TROPHY TRUST ENSURES THE CONTINUATION AND INTEGRITY OF THE HEISMAN MEMORIAL TROPHY. THE TRUST ALSO HAS A CHARIATABLE MISSION TO SUPPORT AMATEUR ATHLETICS AND TO PROVIDE GREATER OPPORTUNITIES TO THE YOUTH OF OUR COUNTRY | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (13 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JOSTENSVISANT | ||||||
| 1 | 357 MAIN ST | ARMONK | NY | 10504 | $82,084 | Yes (X) |
| WENDY'S | ||||||
| 2 | ONE DAVE THOMAS BLVD | DUBLIN | OH | 43017 | $675,138 | Yes (X) |
| NISSAN | ||||||
| 3 | 1 NISSAN WAY | FRANKLIN | TN | 37067 | $2,187,166 | Yes (X) |
| INTER-BORO SPRINKLER CORP- ROBERT KIRK | ||||||
| 4 | 12 ATLANTIC WALK | ROCKAWAY POINT | NY | 11697 | $9,000 | Yes (X) |
| MICHAEL COMERFORD | ||||||
| 5 | 1122 FRANKLIN AVE STE 406 | GARDEN CITY | NY | 11530 | $6,400 | Yes (X) |
| MIKE HOUCK | ||||||
| 6 | 180 W BROOKS STREET STE 2525 | NORMAN | OK | 73019 | $14,200 | Yes (X) |
| DANIEL PASSACANTILLI | ||||||
| 7 | 62 COMMERICAL WHARF | BOSTON | MA | 02110 | $5,000 | Yes (X) |
| STEVE LOPES ED | ||||||
| 8 | 3501 WATT WAY | LOS ANGELES | CA | 90089 | $6,000 | Yes (X) |
| ROBERT TUCKER | ||||||
| 9 | 12 HENRY AUSTIN DRIVE | WILTON | CT | 06897 | $5,000 | Yes (X) |
| ROSS ARTALE | ||||||
| 10 | 3535 STATE HIGHWAY 66 STE 7 | NEPTUNE | NJ | 07753 | $10,000 | Yes (X) |
| JAMES MALONEY | ||||||
| 11 | 1 SUNDIAL AVE | MANCHESTER | NH | 03103 | $10,000 | Yes (X) |
| JERRY WILLIAMS | ||||||
| 12 | 8647 S 79TH E AVE | TULSA | OK | 74133 | $6,000 | Yes (X) |
| SANDRA RICHARDS | ||||||
| 13 | 2000 WESTCHESTER AVE | PURCHASE | NY | 10577 | $6,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $32,332 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $32,332 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (17 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| COPIER USED | 2008-03-21 | $3,739 | $3,739 | SL | 5.000000000000 | $0 | $0 | $0 |
| LAPTOP | 2008-10-07 | $1,463 | $1,463 | SL | 5.000000000000 | $0 | $0 | $0 |
| NEW COMPUTER | 2008-11-12 | $1,713 | $1,713 | SL | 5.000000000000 | $0 | $0 | $0 |
| NEW OFFICE PRINTER | 2009-05-12 | $1,807 | $1,807 | SL | 5.000000000000 | $0 | $0 | $0 |
| 6 CR CARD SWIPERS | 2010-09-09 | $2,832 | $2,807 | SL | 5.000000000000 | $0 | $0 | $0 |
| WEB SOFTWARE UPGRADE | 2010-04-01 | $1,524 | $1,524 | SL | 5.000000000000 | $0 | $0 | $0 |
| DESKTOP COMPUTER | 2010-04-01 | $1,272 | $1,272 | SL | 5.000000000000 | $0 | $0 | $0 |
| NEW LABTOP | 2011-07-26 | $2,023 | $2,023 | SL | 5.000000000000 | $0 | $0 | $0 |
| OFFICE FURNITURE | 2011-03-31 | $49,642 | $35,562 | 150DB | 7.000000000000 | $5,973 | $0 | $5,973 |
| NEW LABTOP RW | 2012-02-02 | $2,403 | $2,403 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| EXTERNAL HARD DRIVE | 2012-10-01 | $162 | $162 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| OFFICE FURNITURE | 2012-04-30 | $15,667 | $13,073 | 150DB | 7.000000000000 | $1,729 | $0 | $1,729 |
| NEW PHONE SYSTEM | 2014-06-30 | $3,554 | $2,487 | SL | 5.000000000000 | $711 | $0 | $711 |
| COMPUTER EQUIPMENT | 2016-11-01 | $1,498 | $1,498 | SL | 5.000000000000 | $0 | $0 | $0 |
| COMPUTER EQUIPMENT | 2016-11-21 | $5,000 | $1,405 | SL | 5.000000000000 | $1,000 | $0 | $1,000 |
| COMPUTER EQUIPMENT | 2018-03-30 | $2,167 | SL | 5.000000000000 | $253 | $0 | $253 | |
| COMPUTER EQUIPMENT | 2018-10-28 | $325 | SL | 5.000000000000 | $0 | $0 | $0 |
Explan Of Legis Political Actvts ExplanOfLegisPoliticalActvts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medium Explanation | N/A | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US FIXED INCOME | $4,693,216 | $4,550,601 |
| GLOBAL FIXED INCOME | $962,099 | $958,158 |
| US FIXED INCOME- NORTHERN TRUST | $2,732,005 | $2,691,136 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US LARGE CAP EUITY | $4,130,186 | $4,723,899 |
| EAFE EQUITY | $2,152,012 | $2,226,625 |
| GLOBAL EQUITY | $606,131 | $708,190 |
| JAPANESE LARGE CAP | $260,131 | $247,865 |
| EQUITIES- NORTHERN TRUST | $5,123,038 | $5,750,345 |
| EQUITIES- NORTHERN TRUST COHO | $570,187 | $672,743 |
| EQUITIES- NORTHERN TRUST JENNISON | $470,176 | $669,652 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REAL ESTATE | FMV | $340,465 | $318,113 |
| COMMODITIES- NORTHERN TRUST | FMV | $725,869 | $648,304 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COPIER USED | $3,739 | $3,739 | $0 |
| LAPTOP | $1,463 | $1,463 | $0 |
| NEW COMPUTER | $1,713 | $1,713 | $0 |
| NEW OFFICE PRINTER | $1,807 | $1,807 | $0 |
| 6 CR CARD SWIPERS | $2,832 | $2,807 | $25 |
| WEB SOFTWARE UPGRADE | $1,524 | $1,524 | $0 |
| DESKTOP COMPUTER | $1,272 | $1,272 | $0 |
| NEW LABTOP | $2,023 | $2,023 | $0 |
| OFFICE FURNITURE | $49,642 | $41,535 | $8,107 |
| NEW LABTOP RW | $2,403 | $2,403 | $0 |
| EXTERNAL HARD DRIVE | $162 | $162 | $0 |
| OFFICE FURNITURE | $15,667 | $14,802 | $865 |
| NEW PHONE SYSTEM | $3,554 | $3,198 | $356 |
| COMPUTER EQUIPMENT | $1,498 | $1,498 | $0 |
| COMPUTER EQUIPMENT | $5,000 | $2,405 | $2,595 |
| COMPUTER EQUIPMENT | $2,167 | $253 | $1,914 |
| COMPUTER EQUIPMENT | $325 | $0 | $325 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $40,872 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $40,872 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $15,000 | BOYBookValueAmt |
| EOY Book Value | $15,000 | EOYBookValueAmt |
| EOYFMV | $15,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $24,799 | $0 | $24,799 | $0 |
| OFFICE EXPENSES | $24,810 | $0 | $24,810 | $0 |
| HEISMAN AWARDS DINNER EXPENSES | $639,267 | $0 | $639,267 | $0 |
| BANK CHARGES AND MISC FEES | $4,571 | $0 | $4,571 | $0 |
| WEBSITE | $71,870 | $0 | $71,870 | $0 |
| PAYROLL FEE | $4,580 | $0 | $4,580 | $0 |
| JP MORGAN CUSTODY FEE | $77,018 | $77,018 | $0 | $0 |
| NORTHER TRUST CUSTODY FEE | $68,363 | $68,363 | $0 | $0 |
| DUES AND SUBSCRIPTIONS | $5,735 | $0 | $5,735 | $0 |
| POSTAGE AND STATIONARY | $7,755 | $0 | $7,755 | $0 |
| TELEPHONE EXPENSE | $3,390 | $0 | $3,390 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| LICENSING | $114,397 | $114,397 |
| MEDIA | $2,010,000 | $2,010,000 |
| MERCHANDISE SALES | $682 | $682 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED RENT | $28,815 | $20,815 |
| OTHER LIABILITIES | $29,000 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OUTSIDE CONTRACTORS | CategoryTxt |
| Amt | $90,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $90,750 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $20,005 | $0 | $20,005 | $0 |
| NYS FILING FEE | $750 | $0 | $750 | $0 |
| PAYROLL TAXES | $18,989 | $0 | $18,989 | $0 |
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