ST GEORGES SOCIETY OF NEW YORK: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ST GEORGES SOCIETY OF NEW YORK (EIN 23-7426425)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202533189349101133
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T07:30:30-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202747426 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICH AND BANDER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 MADISON AVE 2ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237426425 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST GEORGE'S SOCIETY OF NEW YORK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STGE | BusinessNameControlTxt |
| Phone | 2126826110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 866 UNITED NATIONS PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100171822 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSHUA MANDELBAUM | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2126826110 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONATHAN A BANDER | PreparerPersonNm |
| PTIN | P00561220 | PTIN |
| Phone | 2126842470 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,163,937 | 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 | $493,053 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $20,516 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,516 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $20,516 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $261,839 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $261,839 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $261,839 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $573,653 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,502,356 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $573,653 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $4,889 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $4,889 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,353,950 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $856,008 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $287,244 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $150,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $493,560 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $493,560 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,440 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $18,440 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $38,179 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $38,179 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $113,829 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $107,609 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $107,609 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,220 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $10,543 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $10,543 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $40,172 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $45,222 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $45,222 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,901 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,901 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $203,039 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $203,039 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,115,885 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $107,609 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $107,609 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $968,104 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $529,489 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $529,489 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,645,374 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $107,609 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $107,609 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,497,593 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$291,424 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $748,399 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $179,635 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $277,172 | CashBOYAmt |
| Cash EOY | $179,164 | CashEOYAmt |
| Cash EOYFMV | $179,164 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $136,398 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $279,922 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $279,922 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $112,323 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $722,000 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $112,323 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $112,323 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $10,385 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $59,313 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $59,313 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,280,597 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,441,977 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,441,977 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,646,577 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,140,309 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,140,309 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,307,497 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,113,924 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,113,924 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $3,182,576 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,313,175 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,313,175 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,566,716 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $107,126 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,499,763 | LandBOYAmt |
| Land EOY | $1,459,590 | LandEOYAmt |
| Land EOYFMV | $1,459,590 | LandEOYFMVAmt |
| Other Assets BOY | $64,313 | OtherAssetsBOYAmt |
| Other Assets EOY | $64,240 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $64,240 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,127,278 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,163,937 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,163,937 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $57,249 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $52,575 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $145,000 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $145,000 | DeferredRevenueEOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $320,089 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $522,338 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $197,575 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,371,125 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $13,966,362 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,233,815 | DonorRstrNetAssetsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,604,940 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,966,362 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,127,278 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,163,937 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,604,940 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$291,424 | ExcessRevenueOverExpensesAmt |
| Other Increases | $652,846 | OtherIncreasesAmt |
| Subtotal | $13,966,362 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,966,362 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $10,502,356 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $9,928,703 | CostOrOtherBasisAmt |
| Gain Or Loss | $573,653 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $573,653 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $573,653 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1994-09-29 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://WWW.STGEORGESSOCIETY.ORG/ | WebsiteAddressTxt |
| Individual With Books | JOSHUA MANDELBAUM EXECUTIVE DIRECTO | IndividualWithBooksNm |
| Phone | 2126826110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 866 UNITED NATIONS PLAZA SUITE 484 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100171822 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 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 |
|---|---|---|---|---|---|---|---|---|
| MARC WALBY | ||||||||
| 866 UNITED NATIONS PLAZA STE 484 | NEW YORK | NY | 100171822 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| JOSEPHINE HAFT | ||||||||
| 866 UNITED NATIONS PLAZA STE 484 | NEW YORK | NY | 100171822 | FIRST VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| MARK AISTON | ||||||||
| 866 UNITED NATIONS PLAZA STE 484 | NEW YORK | NY | 100171822 | SECOND VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| RITA KAKATI SHAH | ||||||||
| 866 UNITED NATIONS PLAZA STE 484 | NEW YORK | NY | 100171822 | TREASURER | 2.00 | $0 | $0 | $0 |
| TORI HANSON | ||||||||
| 866 UNITED NATIONS PLAZA STE 484 | NEW YORK | NY | 100171822 | SECRETARY | 2.00 | $0 | $0 | $0 |
| UDI CHATTOPADHYAY | ||||||||
| 866 UNITED NATIONS PLAZA STE 484 | NEW YORK | NY | 100171822 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| HANNAH GRFIN VON WALDERSEE | ||||||||
| 866 UNITED NATIONS PLAZA STE 484 | NEW YORK | NY | 100171822 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| GARETH CARPENTER | ||||||||
| 866 UNITED NATIONS PLAZA STE 484 | NEW YORK | NY | 100171822 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| PAUL CHEW | ||||||||
| 866 UNITED NATIONS PLAZA STE 484 | NEW YORK | NY | 100171822 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| KELLY HARLICK | ||||||||
| 866 UNITED NATIONS PLAZA STE 484 | NEW YORK | NY | 100171822 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JASDEEP MAGHERA | ||||||||
| 866 UNITED NATIONS PLAZA STE 484 | NEW YORK | NY | 100171822 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DAN MORRIS | ||||||||
| 866 UNITED NATIONS PLAZA STE 484 | NEW YORK | NY | 100171822 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| FIONA MACLEOD | ||||||||
| 866 UNITED NATIONS PLAZA STE 484 | NEW YORK | NY | 100171822 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ANASTASIA TONELLO | ||||||||
| 866 UNITED NATIONS PLAZA STE 484 | NEW YORK | NY | 100171822 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ANTHONY ROBINS | ||||||||
| 866 UNITED NATIONS PLAZA STE 484 | NEW YORK | NY | 100171822 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JENNIFER ST VICTOR DE PINHO | ||||||||
| 866 UNITED NATIONS PLAZA STE 484 | NEW YORK | NY | 100171822 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| GILES WRENCH | ||||||||
| 866 UNITED NATIONS PLAZA STE 484 | NEW YORK | NY | 100171822 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JOSHUA MANDELBAUM | ||||||||
| 866 UNITED NATIONS PLAZA STE 484 | NEW YORK | NY | 100171822 | EXECUTIVE DIRECTOR | 40.00 | $150,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JULIE ROSENBERG | ||||||||
| 866 UNITED NATIONS PLAZA STE 484 | NEW YORK | NY | 100171822 | SOCIAL WORKER | 40.00 | $97,534 | $0 | $0 |
| JESSICA SIMS | ||||||||
| 866 UNITED NATIONS PLAZA STE 484 | NEW YORK | NY | 100171822 | PROGRAM MANAGER | 40.00 | $72,517 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPITAL GROUP PRIVATE CLIENT SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 FIFTH AVENUE 36TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT CUSTODIAL AND ADVISORY | ServiceTypeTxt |
| Compensation | $107,609 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | AID FOR ELDERLY INDIGENT PERSONS - MONTHLY STIPENDS TO SUPPLEMENT INADEQUATE PENSIONS OR GOVERNMENTAL ASSISTANCE, COST OF SOCIAL SERVICES SUPPORT STAFF AND OVERSIGHT | Description1Txt |
| Expenses1 | $437,134 | Expenses1Amt |
| Description2 | AID FOR FINAL YEAR COLLEGE STUDENTS TO PREPARE FOR PROFESSIONAL CARRERS - STUDENTS RECEIVE SCHOLARSHIPS AS WELL AS CAREER ENRICHMENT ACTIVITIES AND TRAINING. | Description2Txt |
| Expenses2 | $95,256 | Expenses2Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $310,111 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,196,215 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,506,326 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $12,506,326 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $187,595 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,318,731 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $615,937 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,497,593 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,497,593 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,382,476 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,382,476 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,497,593 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $1,497,593 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,880,069 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,880,069 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $1,382,476 | ExcessFromYear1Amt |
| Excess From Current Year | $1,497,593 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1978-01-23 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $179,635 | CurrentYearAmt |
| Year1 | $235,765 | Year1Amt |
| Year2 | $219,664 | Year2Amt |
| Year3 | $143,293 | Year3Amt |
| Total | $778,357 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $152,690 | CurrentYearAmt |
| Year1 | $200,400 | Year1Amt |
| Year2 | $186,714 | Year2Amt |
| Year3 | $121,799 | Year3Amt |
| Total | $661,603 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,497,593 | CurrentYearAmt |
| Year1 | $1,382,476 | Year1Amt |
| Year2 | $1,481,411 | Year2Amt |
| Year3 | $1,496,084 | Year3Amt |
| Total | $5,857,564 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $38,619 | Year1Amt |
| Year2 | $153,676 | Year2Amt |
| Year3 | $116,400 | Year3Amt |
| Total | $308,695 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,497,593 | CurrentYearAmt |
| Year1 | $1,343,857 | Year1Amt |
| Year2 | $1,327,735 | Year2Amt |
| Year3 | $1,379,684 | Year3Amt |
| Total | $5,548,869 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $410,625 | CurrentYearAmt |
| Year1 | $385,223 | Year1Amt |
| Year2 | $422,846 | Year2Amt |
| Year3 | $476,280 | Year3Amt |
| Total | $1,694,974 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ST GEORGE'S SOCIETY OF NEW YORK ATT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 866 UNITED NATIONS PLAZA SUITE 484 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100171822 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2126826110 | RecipientPhoneNum |
| Form And Info And Materials | NO FORM IS USED. APPLICANTS SHOULD SUBMIT PROOF OF NEED. THIS INVOLVES FULL DETAILS ON INCOME, EXPENSES, PHYSICAL CONDITION, AND ANY SPECIAL CIRCUMSTANCES BEARING ON THE CASE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | A) PROOF OF BRITISH OR COMMONWEALTH BACKGROUND. THIS IS BEST ESTABLISHED BY A PASSPORT, BIRTH CERTIFICATE, OR OTHER WRITTEN DOCUMENTATION. VETERANS CAN PRESENT THEIR MILITARY PAPERS. B) THE SOCIETYS CONSTITUTION PERMITS ONLY FUNDS TO BE EXPENDED IN THE CITY OF NEW YORK, AND THE TRI-STATE AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BENEFICIARIES | ||||||
| C/O ST GEORGES SOCIETY OF NEW YORK | UNITED NATIONS PLAZA N | NY | 100171822 | I | SUPPORT FOR ELDERLY INDIGENT PERSONS | $434,233 |
| CITY TECH FOUNDATION | ||||||
| 300 JAY STREET 323 | BROOKLYN | NY | 11201 | PC | SCHOLARSHIP | $5,500 |
| QUEENS COLLEGE FOUNDATION | ||||||
| 405 KLAPPER HALL | FLUSHING | NY | 11367 | PC | SCHOLARSHIP | $12,075 |
| COLLEGE OF STATEN ISLAND | ||||||
| 2800 VICTORY BLVD | STATEN ISLAND | NY | 10314 | PC | SCHOLARSHIP | $7,598 |
| LEHMAN COLLEGE FOUNDATION | ||||||
| 250 BEDFORD PARK BLVD WEST | BRONX | NY | 10468 | PC | SCHOLARSHIP | $54,550 |
| NEW YORK CITY COLLEGE OF TECHNOLOGY FOUNDATION INC | ||||||
| 300 JAY STREET 323 | BROOKLYN | NY | 11201 | PC | SCHOLARSHIP | $9,075 |
| THE FOUNDATION FOR CITY COLLEGE | ||||||
| 160 CONVENT AVE SH 154 | NEW YORK | NY | 10031 | PC | SCHOLARSHIP | $5,575 |
| (no name) | ||||||
| I | SCHOLARSHIP | $883 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $529,489 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,516 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $261,839 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $573,653 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER MISCELLANEOUS INCOME | 1 | $530 |
| ROYALTIES | 15 | $4,359 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $860,897 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $860,897 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (37 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | CountryContributorForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| MARY EWING | |||||||||
| 1 | 78-12 35TH AVE 5D | JACKSON HEIGHTS | NY | 11372 | $5,850 | Yes (X) | |||
| MARK AISTON | |||||||||
| 2 | 69 HIGHFIELD AVENUE | PORT WASHINGTON | NY | 11050 | $8,080 | Yes (X) | |||
| DAVID DRINKWATER | |||||||||
| 3 | 866 UNITED NATIONS PLAZA STE 484 | NEW YORK | NY | 100171822 | $7,188 | Yes (X) | |||
| VICTORIA HANSON | |||||||||
| 4 | 866 UNITED NATIONS PLAZA STE 484 | NEW YORK | NY | 100171822 | $5,710 | Yes (X) | |||
| KURT ROBERTSON | |||||||||
| 5 | 42 BROADWAY 2040 | NEW YORK | NY | 10004 | $41,193 | Yes (X) | |||
| INEZ BRANCA FAMILY FOUNDATION | |||||||||
| 6 | 375 MURRAY HILL PKWY EAST | EAST RUTHERFORD | NJ | 070732141 | $5,000 | Yes (X) | |||
| LORI MCGEE | |||||||||
| 7 | 5816 W SEAGLASS CIR | PLAYA VISTA | CA | 900942870 | $15,000 | Yes (X) | |||
| HARTFORD HEALTHCARE | |||||||||
| 8 | 100 PEARL STREET | HARTFORD | CT | 06103 | $30,000 | Yes (X) | |||
| CARL TURNER | |||||||||
| 9 | 135 WEST 52 STREET APT 39A | NEW YORK | NY | 10019 | $15,000 | Yes (X) | |||
| USAA | |||||||||
| 10 | 9800 FREDERICKSBURG ROAD | SAN ANTONIO | TX | 78288 | $20,000 | Yes (X) | |||
| THE ALLSTATE FOUNDATION | |||||||||
| 11 | 3100 SANDERS ROAD SUITE 201 | NORTHBROOK | IL | 60062 | $30,000 | Yes (X) | |||
| MCKINSEY & COMPANY | |||||||||
| 12 | THREE WORLD TRADE CENTER 175 GREENW | NEW YORK | NY | 10007 | $30,000 | Yes (X) | |||
| FRANK MORGAN | |||||||||
| 13 | 455 E 57TH ST APT 1A | NEW YORK | NY | 100223171 | $7,000 | Yes (X) | |||
| CAITLIN MCNIFF-OWLES | |||||||||
| 14 | 179 LUDLOW ST APT 3 | NEW YORK | NY | 10002 | $10,000 | Yes (X) | |||
| ARDEA PARTNERS | |||||||||
| 15 | 10 HUDSON YARDS 40TH FLOOR | NEW YORK | NY | 10001 | $15,000 | Yes (X) | |||
| ASSURED PARTNERS | |||||||||
| 16 | $5,000 | Yes (X) | 68 KING WILLIAM ST | LONDON | UK | ||||
| RISK STRATEGIES | |||||||||
| 17 | 160 FEDERAL STREET 4TH FLOOR | BOSTON | MA | 02110 | $5,000 | Yes (X) | |||
| CAPITAL GROUP | |||||||||
| 18 | 399 PARK AVENUE 35TH FLOOR | NEW YORK | NY | 10022 | $10,000 | Yes (X) | |||
| DANIEL ROMANOW | |||||||||
| 19 | 399 PARK AVENUE 35TH FLOOR | NEW YORK | NY | 10022 | $5,000 | Yes (X) | |||
| ALLIANT | |||||||||
| 20 | $5,000 | Yes (X) | ONE CREECHURCH PLACE | LONDON | UK | ||||
| BANK OF AMERICA | |||||||||
| 21 | 100 NORTH TRYON STREET | CHARLOTTE | NC | 28255 | $15,000 | Yes (X) | |||
| GOLDMAN SACHS GIVES | |||||||||
| 22 | 200 WEST STREET 32RD FLOOR | NEW YORK | NY | 10004 | $5,000 | Yes (X) | |||
| FEVER-TREE | |||||||||
| 23 | 173 WICKHAM RD | GARDEN CITY | NY | 115301133 | $10,000 | Yes (X) | |||
| OFFICE CONCIERGE | |||||||||
| 24 | 40 W 17TH ST 8A | NEW YORK | NY | 100115729 | $5,000 | Yes (X) | |||
| GOULSTON & STORRS | |||||||||
| 25 | 730 3RD AVE | NEW YORK | NY | 10017 | $5,000 | Yes (X) | |||
| SABRE INTEGRATED SECURITY SYSTEMS | |||||||||
| 26 | 85 DELANCEY ST UNIT 18 | NEW YORK | NY | 100023182 | $8,000 | Yes (X) | |||
| MS MARY MCNIFF | |||||||||
| 27 | 25 PARK ROW APT 26C | NEW YORK | NY | 100382335 | $8,000 | Yes (X) | |||
| STUART WELBURN | |||||||||
| 28 | 3 STUYVESANT AVE | RYE | NY | 105803129 | $16,000 | Yes (X) | |||
| GILES WRENCH | |||||||||
| 29 | 266 RIVER RD | RED BANK | NJ | 077012372 | $8,000 | Yes (X) | |||
| DAN MORRIS | |||||||||
| 30 | 866 UNITED NATIONS PLAZA STE 484 | NEW YORK | NY | 100171822 | $8,000 | Yes (X) | |||
| THE SURREY | |||||||||
| 31 | 20 E 76TH ST | NEW YORK | NY | 10021 | $8,000 | Yes (X) | |||
| THE LANGHAM | |||||||||
| 32 | 400 5TH AVE | NEW YORK | NY | 10018 | $5,000 | Yes (X) | |||
| OSBORNE CLARK | |||||||||
| 33 | 300 PARK AVE FL 12TH | NEW YORK | NY | 100227419 | $5,000 | Yes (X) | |||
| QUEEN ELIZABETH II SEPTEMBER 11 GARDEN | |||||||||
| 34 | 300 PARK AVE FL 12TH | NEW YORK | NY | 10005 | $5,000 | Yes (X) | |||
| KELLY PENFORD | |||||||||
| 35 | 1409 PACIFIC STREET APT 2 | BROOKLYN | NY | 112163203 | $8,000 | Yes (X) | |||
| JACK HEARD | |||||||||
| 36 | 1760 2ND AVE APT 5D | NEW YORK | NY | 101285355 | $8,000 | Yes (X) | |||
| KEVIN MILAN | |||||||||
| 37 | RIVER ROAD | CHATHAM | NJ | 07928 | $10,000 | Yes (X) | |||
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $10,502,356 | GrossSalesPriceAmt |
| Basis | $9,928,703 | BasisAmt |
| Total Net | $573,653 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,113,924 | EOYBookValueAmt |
| EOYFMV | $1,113,924 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIXED INCOME AND SECURITIES | StockNm |
| EOY Book Value | $6,140,309 | EOYBookValueAmt |
| EOYFMV | $6,140,309 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,413,981 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,413,981 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $27,996 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $27,996 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Book Value | $3,313,175 | BookValueAmt |
| EOYFMV | $3,313,175 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE UNIT | $1,292,123 | $88,350 | $1,203,773 |
| OFFICE IMPROVEMENTS | $274,593 | $18,776 | $255,817 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INVESTMENT INCOME | $21,313 | $21,240 | $21,240 |
| COAT OF ARMS | $18,000 | $18,000 | $18,000 |
| SECURITY DEPOSIT | $25,000 | $25,000 | $25,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK AND CREDIT CARD FEES | $5,434 | $5,434 |
| DEVELOPMENT EXPENSES | $11,510 | $11,510 |
| OFFICE EXPENSES | $32,236 | $32,236 |
| MISCELLANEOUS | $6,363 | $6,363 |
| FAMILIES AFFECTED BY CANCER PROGRAM EXPENSES | $5,543 | $5,543 |
| FOOD AND ENTERTAINMENT | $15,000 | $15,000 |
| INTERN FEES | $89,750 | $89,750 |
| INSURANCE | $33,572 | $33,572 |
| MARKETING AND ADVERTISING | $3,631 | $3,631 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| ROYALTIES | $4,359 | $4,359 |
| OTHER INCOME | $530 | $530 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $652,846 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LINE OF CREDIT | Desc |
| BOY Book Value | $320,089 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CAPITAL GROUP PRIVATE CLIENT SERVICES INVESTMENT CUSTODIAL AND ADVISORY FEES | $107,609 | $107,609 | $107,609 | |
| VARIOUS OTHER PROFESSIONAL FEES | $6,220 | $6,220 |
Comments