JUDITH C WHITE FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JUDITH C WHITE FOUNDATION INC (EIN 11-3548952)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201801359349101415
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T10:05:35-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203704273 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GR REID ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7600 JERICHO TURNPIKE STE 400 | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117971705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113548952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JUDITH C WHITE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUDI | BusinessNameControlTxt |
| Phone | 2127368255 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 VANDERVENTER AVE STE 101 | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY KOVNER | PersonNm |
| Person Title | PRES. & DIR. | PersonTitleTxt |
| Phone | 2127368255 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RAYMOND FLOCH CPA | PreparerPersonNm |
| PTIN | P00169746 | PTIN |
| Phone | 5168020100 | PhoneNum |
| Preparation | 2018-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,573,377 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $63 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $63 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $374,225 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $374,225 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $107,263 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $816,656 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $107,263 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $481,551 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $481,551 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,000 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $17,050 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,525 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $8,525 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,384 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,485 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,899 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $96,334 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,960 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,374 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $341,181 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $341,181 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $437,515 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,960 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $375,555 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $44,036 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $419,591 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $203,490 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $245,275 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $245,275 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,801,782 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,694,467 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,958,761 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $782,468 | CorporateStockBOYAmt |
| Corporate Stock EOY | $887,253 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,009,186 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $304,320 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $309,101 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $357,555 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $2,600 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,600 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,600 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,094,660 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,138,696 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,573,377 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,094,660 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,138,696 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,094,660 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,138,696 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,094,660 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,138,696 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,094,660 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $44,036 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,138,696 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,138,696 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LAS VEGAS NEV PARTN | P | 2009-12-10 | 2017-01-12 | $114,000 | $99,450 | $14,550 | $14,550 |
| CALL VERIZON EXP 10/20/17 | P | 2017-09-29 | 2017-09-29 | $2,396 | $8,308 | -$5,912 | -$5,912 |
| SEATTLESPIN-C.I.L. | P | 2017-09-17 | 2017-09-17 | $145 | $145 | $145 | |
| CALL WELLS FARGO EXP 1/20/17 | D | 2017-01-06 | 2017-01-06 | $5,325 | $20,126 | -$14,801 | -$14,801 |
| MICRO FOCUS INT'L C.I.L. | P | 2017-09-07 | 2017-09-13 | $30 | $28 | $2 | $2 |
| ROYAL DUTCH PETROLEUM | P | 2016-08-10 | 2017-05-16 | $59,368 | $51,300 | $8,068 | $8,068 |
| DXC TECHNOLOGY-C.I.L. | P | 2017-04-12 | 2017-04-12 | $7 | $7 | $7 | |
| WELLS FARGO BANK | P | 2016-08-19 | 2017-05-02 | $113,697 | $96,960 | $16,737 | $16,737 |
| LEHMAN BROS HOLDING | P | 2017-12-17 | $5,141 | $5,141 | $5,141 | ||
| WELLS FARGO BANK | P | 2016-09-12 | 2017-05-02 | $85,273 | $72,405 | $12,868 | $12,868 |
| CALL AT&T EXP 10/20/17 | P | 2017-05-17 | 2017-10-20 | $1,403 | $1,403 | $1,403 | |
| BP PLC | P | 2016-04-26 | 2017-11-08 | $55,438 | $50,010 | $5,428 | $5,428 |
| CALL BP PLC-EXP 7/21/17 | P | 2017-07-21 | 2017-07-21 | $960 | $240 | $720 | $720 |
| GENERAL MOTORS | P | 2016-08-05 | 2017-12-06 | $105,740 | $92,400 | $13,340 | $13,340 |
| CALL BP PLC EXP 10/20/17 | P | 2017-10-18 | 2017-10-18 | $1,986 | $2,856 | -$870 | -$870 |
| PPL CORP | P | 2015-08-28 | 2015-03-07 | $27,703 | $24,813 | $2,890 | $2,890 |
| CALL BP PLC EXP 4/27/17 | P | 2017-02-27 | 2017-02-27 | $1,984 | $55 | $1,929 | $1,929 |
| ROYAL DUTCH PETROLEUM | P | 2016-03-31 | 2017-05-16 | $118,737 | $99,200 | $19,537 | $19,537 |
| CALL FORD MO CO EXP 1/20/17 | P | 2017-01-06 | 2017-01-06 | $9,252 | $12,883 | -$3,631 | -$3,631 |
| ROYAL DUTCH PETROLEUM | P | 2016-04-26 | 2017-05-16 | $59,368 | $52,500 | $6,868 | $6,868 |
| CALL FORD MO CO EXP 6/17/17 | P | 2017-01-05 | 2017-06-16 | $16,327 | $16,327 | $16,327 | |
| CALL FORD MO CO EXP 6/17/17 | P | 2017-01-17 | 2017-06-16 | $10,602 | $10,602 | $10,602 | |
| CALL GENERAL MOTORS EXP 6/16/17 | P | 2017-05-15 | 2017-05-15 | $10,079 | $6,007 | $4,072 | $4,072 |
| CALL ROYAL DUTCH PETR EXP 1/20/17 | P | 2017-01-11 | 2017-01-11 | $6,149 | $11,481 | -$5,332 | -$5,332 |
| CALL VERIZON EXP 8/18/17 | P | 2017-08-11 | 2017-08-11 | $5,546 | $8,371 | -$2,825 | -$2,825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $107,263 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $42,399 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $355,840 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,768,466 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052573 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $341,448 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,427,846 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053120 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $343,526 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,360,838 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054006 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $379,174 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,304,926 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060139 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $318,946 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,259,145 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050957 | DistributionYr5Rt |
| Total Distribution | 0.270795 | TotalDistributionRt |
| Average Distribution | 0.054159 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,324,227 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $342,514 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,196 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $346,710 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $375,555 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,196 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,196 | SubtotalAmt |
| Tax Based On Investment Income | $4,196 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,447 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,447 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,251 | OverpaymentAmt |
| Applied To ES Tax | $5,251 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY KOVNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127368255 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 VANDERVENTER AVE STE 101 | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JEFFREY KOVNER | |||||||||
| 14 VANDERVENTER AVE STE 101 | 14 VANDERVENTER AVE STE 101 | PORT WASHINGTON | NY | 11050 | PRES. & DIR. | 15.00 | $0 | $0 | $0 |
| AMY KOVNER | |||||||||
| 14 VANDERVENTER AVE STE 101 | 14 VANDERVENTER AVE STE 101 | PORT WASHINGTON | NY | 11050 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NICHOLAS KOVNER | |||||||||
| 14 VANDERVENTER AVE STE 101 | 14 VANDERVENTER AVE STE 101 | PORT WASHINGTON | NY | 11050 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KRISTIN KOVNER | |||||||||
| 14 VANDERVENTER AVE STE 101 | 14 VANDERVENTER AVE STE 101 | PORT WASHINGTON | NY | 11050 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,193,552 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $224,383 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,600 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,420,535 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,420,535 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $96,308 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,324,227 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $316,211 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $316,211 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,196 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,196 | TotalTaxAmt |
| Distributable Before Adj | $312,015 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $312,015 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $312,015 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $375,555 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $375,555 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,196 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $371,359 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $312,015 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $43,782 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $32,452 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37,486 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,123 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $137,843 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $375,555 | QualifyingDistributionsAmt |
| Applied To Current Year | $312,015 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $63,540 | RemainingDistriFromCorpusAmt |
| Total Corpus | $201,383 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $201,383 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $43,782 | ExcessFromYear4Amt |
| Excess From Year3 | $32,452 | ExcessFromYear3Amt |
| Excess From Year2 | $37,486 | ExcessFromYear2Amt |
| Excess From Year1 | $24,123 | ExcessFromYear1Amt |
| Excess From Current Year | $63,540 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY KOVNER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 VANDERVENTER AVE STE 101 | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2127368255 | RecipientPhoneNum |
| Form And Info And Materials | NO PRESCRIBED FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | TO SUPPORT THE NEEDS AND COMFORTS OF CHILDREN, THE NEEDY, ORPHANS, HOMELESS PEOPLE, AND OTHER DULY QUALIFIED ORGANIZATIONS PRIMARILY, BUT NOT EXCLUSIVELY, IN THE NEW YORK METROPOLITAN AREA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BED STUY CAMPAIGN AGAINST HUNGER | ||||||||
| 2010 FULTON STREET | BROOKLYN | NY | 11233 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| BOYS TOWN | ||||||||
| 444 PARK AVE S | NEW YORK | NY | 10016 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| CATHOLIC GUARDIAN SERVICES | ||||||||
| 1011 FIRST AVE | NEW YORK | NY | 10022 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| CITY HARVEST NEW YORK | ||||||||
| 575 8TH AVE | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL SUPPORT | $5,815 | |
| CITY MEALS ON WHEELS | ||||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 | |
| COALITION FOR THE HOMELESS | ||||||||
| 129 FULTON STREET | NEW YORK | NY | 10038 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| FAMILY AND CHILDREN'S ASSOCATION | ||||||||
| 100 EAST OLD COUNTRY ROAD | MINEOLA | NY | 11501 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |
| FOOD BANK FOR NYC | ||||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| FRIENDS OF ALYN | ||||||||
| 122 E 42 STREET STE 1519 | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL SUPPORT | $250 | |
| GLEN COVE BOYS AND GIRLS | ||||||||
| 113 GLEN COVE AVE | GLEN COVE | NY | 11542 | NONE | PUBLIC | GENERAL SUPPORT | $500 | CLUB |
| GIRL SCOUTS OF GREATER | ||||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC | TROOP 6000 SUPPORT | $8,250 | NEW YORK |
| GODS LOVE WE DELIVER | ||||||||
| 166 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | PUBLIC | RECEPTION AREA | $20,000 | |
| GODS LOVE WE DELIVER | ||||||||
| 166 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | PUBLIC | GENERAL SUPPORT | $23,000 | |
| GREENWICH HOUSE | ||||||||
| 27 BARROW ST | NEW YORK | NY | 10014 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| HEALTH VOLUNTEERS OVERSEAS | ||||||||
| 1900 L STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| HURRICANE HARVEY RELIEF FUND | ||||||||
| 5120 WOODWAY DR | HOUSTON | TX | 77056 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| ISLAND HARVEST | ||||||||
| 15 GRUMMAN RD W | BETHPAGE | NY | 11714 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| L I ALZHEIMER FOUND | ||||||||
| 5 CHANNEL DRIVE | PORT WASHINGTON | NY | 11050 | NONE | PUBLIC | GENERAL SUPPORT | $6,550 | |
| LONG ISLAND CARES | ||||||||
| 10 DAVIDS DRIVE | HAPPAGUE | NY | 11788 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| LONG ISLAND COUNCIL ON | ||||||||
| 207 HILLSIDE AVE | WILLISTON PARK | NY | 11596 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | ALCOHOL AND DRUG DEP |
| NEW YORK CITY RESCUE MISSION | ||||||||
| 90 LAFAYETTE STREET | NEW YORK | NY | 10013 | NONE | PUBLIC | EMERGENCY FOOD PANTRY | $25,000 | |
| NEW YORK COMMON PANTRY | ||||||||
| 8 E 109 TH ST | NEW YORK | NY | 10029 | NONE | PUBLIC | PURCHASE REFRIG. VAN | $39,692 | |
| NORTHWELL FOUNDATION | ||||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | NONE | PUBLIC | STERN CENTER EQUIPMENT | $10,000 | |
| PROVIDENCE HOUSE | ||||||||
| 730 LEXINGTON AVE | BROOKLYN | NY | 11221 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| SAFE HORIZON | ||||||||
| 15120 JAMAICA AVE 2 | NEW YORK | NY | 11432 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 | |
| SAINT JOHNS BREAD AND LIFE | ||||||||
| 795 LEXINGTON AVE | BROOKLYN | NY | 11221 | NONE | PUBLIC | DINING RM/KITCHEN RENOVATION | $64,100 | |
| ST PAUL THE APOSTLE CHURCH | ||||||||
| 2534 CEDAR SWAMP RD | GLEN HEAD | NY | 11545 | NONE | PUBLIC | HOLIDAY DINNERS | $9,500 | |
| ST PETERS OF ALCANTARA | ||||||||
| 1327 PORT WASHINGTON BLVD | PORT WASHINGTON | NY | 11050 | NONE | RELIGIOUS | THANKSGIVING MEALS | $750 | RC CHURCH |
| SWIM ACROSS AMERICA | ||||||||
| PO BOX 7878 | GARDEN CITY | NY | 11530 | NONE | PUBLIC | GENERAL SUPPORT | $10,025 | |
| THE COMMUNITY SYNAGOUGEU | ||||||||
| 160 MIDDLE NECK ROAD | PORT WASHINGTON | NY | 11050 | NONE | RELIGIOUS | THANKSGIVING MEALS | $750 | |
| THE INN | ||||||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| THE SAFE CENTER | ||||||||
| 15 GRUMMAN ROAD W | BETHPAGE | NY | 11714 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| THE SAFE CENTER | ||||||||
| 15 GRUMMAN ROAD W | BETHPAGE | NY | 11714 | NONE | PUBLIC | SANDY OLIVIA FUND | $5,000 | |
| VOLUNTEERS OF AMERICA | ||||||||
| 9305 168TH STREET | JAMAICA | NY | 11433 | NONE | PUBLIC | DOMESTIC VIOLENCE SHELTER | $55,499 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $341,181 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $374,225 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $90,526 | ExclusionAmt |
| Related Or Exempt Function Incm | $16,737 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $464,814 | ExclusionAmt |
| Related Or Exempt Function Incm | $16,737 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $481,551 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,900 | Amt |
| Net Investment Income | $1,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,950 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE NOTES AND DEBENTURES | BondNm |
| EOY Book Value | $309,101 | EOYBookValueAmt |
| EOYFMV | $357,555 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $887,253 | EOYBookValueAmt |
| EOYFMV | $1,009,186 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $4,694,467 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $4,958,761 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT- RENT | Desc |
| BOY Book Value | $2,600 | BOYBookValueAmt |
| EOY Book Value | $2,600 | EOYBookValueAmt |
| EOYFMV | $2,600 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BROKER FEES | $95 | $95 | |
| FEDERAL EXCISE TAX | $4,000 | $2,000 | $2,000 |
| FILING FEES | $250 | $250 | |
| INSURANCE | $1,193 | $1,193 | |
| INTERNET SERVICE | $780 | $390 | $390 |
| TRAVEL | $193 | $193 | |
| BANK CHARGES | $61 | $61 | |
| OFFICE EXENSES | $1,812 | $1,812 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $49,000 | $49,000 | |
| EXECUTIVE FEES | $18,000 | $18,000 |
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