HEISMAN TROPHY TR: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HEISMAN TROPHY TR (EIN 13-7052079)
- Tax period
- 2016-11-01 to 2017-10-31
- Filed
- 2018-08-30
- IRS object ID
- 201822429349100112
- Schema version
- 2016v3.0
- 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 | 2018-08-30T14:55:37-05:00 | ReturnTs |
| Tax Period End | 2017-10-31 | 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 | 2016-11-01 | 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 | 2018-08-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Alan Silverstein | PreparerPersonNm |
| PTIN | P00043838 | PTIN |
| Phone | 5162563500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $28,536,192 | 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 | $3,303,478 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17,496 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,496 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $17,496 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $621,372 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $621,372 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $621,372 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $450,875 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,361,316 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $450,875 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $450,875 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,013,088 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,013,088 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,406,309 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,089,743 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,102,831 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $173,150 | 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 | $115,231 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $115,231 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $51,893 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $51,893 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,242 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $12,242 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $41,248 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $41,248 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,725 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $32,725 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,283 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $25,283 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $9,330 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $9,330 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $85,147 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $85,147 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,728 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $6,728 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $887,202 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $115,529 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $771,673 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,440,179 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $115,529 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,151,500 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,037,539 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,037,539 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,477,718 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $115,529 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,151,500 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,037,539 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,928,591 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $974,214 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,951,331 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,337,146 | CashBOYAmt |
| Cash EOY | $1,111,958 | CashEOYAmt |
| Cash EOYFMV | $1,111,958 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,648,858 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,356,386 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,356,386 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,905,025 | AcctRcvblAmt |
| Acct Rcvbl BOY | $591,350 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,905,025 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,905,025 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $291,623 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $249,628 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $249,628 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $10,502,096 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,483,453 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,686,115 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,062,543 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,765,582 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,910,787 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,089,384 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,302,599 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,279,932 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $94,299 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $72,938 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $24,193 | LandBOYAmt |
| Land EOY | $21,361 | LandEOYAmt |
| Land EOYFMV | $21,361 | LandEOYFMVAmt |
| Other Assets BOY | $15,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $22,562,193 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,210,992 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,536,192 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $25,558 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $31,461 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $469,833 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $161,213 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $34,890 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $57,815 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $530,281 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $250,489 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $22,031,912 | UnrestrictedBOYAmt |
| Unrestricted EOY | $24,960,503 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,031,912 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,960,503 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,562,193 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,210,992 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,031,912 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,928,591 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,960,503 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,960,503 | 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 | $6,401,791 | $6,055,140 | $346,651 | $346,651 |
| Northern Trust | P | $3,486,606 | $3,392,150 | $94,456 | $94,456 |
| Northern Trust Coho | P | $126,455 | $114,621 | $11,834 | $11,834 |
| Northern Trust Jennison | P | $346,464 | $348,530 | -$2,066 | -$2,066 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $450,875 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $450,875 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,830,716 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $20,704,396 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.088422 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,728,462 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,011,765 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.107949 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,512,079 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,507,344 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.097507 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,395,782 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,906,876 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.117225 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,046,145 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,308,020 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.112392 | DistributionYr5Rt |
| Total Distribution | 0.523495 | TotalDistributionRt |
| Average Distribution | 0.104699 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $25,054,114 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,623,141 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,742 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,632,883 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,037,539 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,484 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,484 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,484 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $20,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $312 | EsPenaltyAmt |
| Overpayment | $204 | OverpaymentAmt |
| Applied To ES Tax | $204 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 095 | 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 88 PINE STREET 24TH F | NEW YORK | NY | 10006 | 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 | $173,150 | $41,044 | $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 | $111,900 | CompensationAmt |
| Employee Benefits | $23,317 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $21,916,018 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,519,631 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,435,649 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,435,649 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $381,535 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,054,114 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,252,706 | 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 | $2,037,539 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,037,539 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,037,539 | 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 | $1,047,750 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,246,725 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,512,079 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,731,494 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $5,538,048 | 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 | $5,538,048 | 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 | $1,047,750 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,490,298 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,246,725 | ExcessFromYear4Amt |
| Excess From Year3 | $1,512,079 | ExcessFromYear3Amt |
| Excess From Year2 | $1,731,494 | ExcessFromYear2Amt |
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 | $1,252,706 | CurrentYearAmt |
| Year1 | $1,035,220 | Year1Amt |
| Year2 | $800,588 | Year2Amt |
| Year3 | $775,367 | Year3Amt |
| Total | $3,863,881 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,064,800 | CurrentYearAmt |
| Year1 | $879,937 | Year1Amt |
| Year2 | $680,500 | Year2Amt |
| Year3 | $659,062 | Year3Amt |
| Total | $3,284,299 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,037,539 | CurrentYearAmt |
| Year1 | $1,830,716 | Year1Amt |
| Year2 | $1,731,494 | Year2Amt |
| Year3 | $1,512,079 | Year3Amt |
| Total | $7,111,828 | 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 | $2,037,539 | CurrentYearAmt |
| Year1 | $1,830,716 | Year1Amt |
| Year2 | $1,731,494 | Year2Amt |
| Year3 | $1,512,079 | Year3Amt |
| Total | $7,111,828 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $28,536,192 | CurrentYearAmt |
| Year1 | $23,761,674 | Year1Amt |
| Year2 | $20,526,323 | Year2Amt |
| Year3 | $17,292,424 | Year3Amt |
| Total | $90,116,613 | 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) |
|---|---|---|
| Total | $0 | 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 (40 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 | $7,500 |
| Athlife Foundation Inc | |||||||
| 101 S Third Street Suite 204 | Easton | PA | 18042 | None | pc | Financial Support | $75,000 |
| Billy Sims Foundation Inc | |||||||
| 6570 E 51ST ST B | TULSA | OK | 74145 | NONE | PC | Financial Support | $7,500 |
| Community Funds Inc | |||||||
| 909 3rd Ave | New York | NY | 10022 | None | pc | Donation | $1,207,000 |
| 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 | $32,500 |
| Dickinson ISD Education Foundation | |||||||
| 2218 FM 517 East | Dickinson | TX | 77539 | None | PC | Financial Support | $10,000 |
| Disable Sports USA | |||||||
| 451 HUNGERFORD DR 100 | ROCKVILLE | MD | 20850 | NONE | PC | FINANCIAL SUPPORT | $50,000 |
| Doc Wayne Youth Services | |||||||
| 418 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PC | FINANCIAL SUPPORT | $15,000 |
| DonorsChooseorg | |||||||
| 134 west 37th street | NEW YORK | NY | 10018 | NONE | PC | Financial Support | $56,300 |
| Dynamite youth Center Foundation Inc | |||||||
| 1830 Coney Island Ave | Brooklyn | NY | 11230 | NONE | PC | FINANCIAL SUPPORT | $3,000 |
| Economic Opportunity Program | |||||||
| 555 John F Kennedy Blvd | Bayonne | NJ | 07002 | none | pc | Financial Support | $15,000 |
| Emerging Scholars Program | |||||||
| 2008 14TH STREET SUITE ONE | ARLINGTON | VA | 22201 | NONE | PC | FINANCIAL SUPPORT | $7,500 |
| Escambia county Public school Foundation | |||||||
| 30 E Texar Drive 113 | Pensacola | FL | 32503 | NONE | PC | Donation | $7,500 |
| First Tee of Metro NY | |||||||
| 3545 JEROME AVENUE | BRONX | NY | 10467 | NONE | PC | FINANCIAL SUPPORT | $25,000 |
| George Rogers Foundation of the Carolinas Inc | |||||||
| PO BOX 205 | COLUMBIA | SC | 29202 | NONE | PC | Financial Support | $5,000 |
| Habitat for Humanity International | |||||||
| 270 PEACHTREE ST | ATLANTA | GA | 30303 | NONE | PC | Financial Support | $40,000 |
| Heroes' Movement | |||||||
| c/o Gm 2850 Ocean Park Blvd Ste 300 | Santa Monica | CA | 90405 | None | pc | Financial Support | $10,000 |
| Johnny Rodgers Youth Foundation | |||||||
| 2011 WIRT ST | OMAHA | NE | 68110 | NONE | PC | Financial Support | $7,500 |
| LUCY Outreach | |||||||
| 2907 FEDERAL ST | CAMDEN | NJ | 08105 | NONE | PC | FINANCIAL SUPPORT | $50,000 |
| Manchester Public Schools | |||||||
| 45 NORTH SCHOOL ST | MANCHESTER | CT | 06042 | NONE | PC | FINANCIAL SUPPORT | $24,000 |
| Mark E Beban Foundation | |||||||
| 1225 Western Ave | Northbrook | IL | 60062 | none | pc | Financial Support | $7,500 |
| Packer Collegiate Institute | |||||||
| 170 Joralemon St | Brooklyn | NY | 11201 | none | pc | Donation | $20,000 |
| Page Education Foundation | |||||||
| 901 N 3rd St Suite 355 | Minneapolis | MN | 55401 | NONE | PC | FINANCIAL SUPPORT | $50,000 |
| PALS for Life Association | |||||||
| 939 Radnor Rd | Wayne | PA | 19087 | None | pc | Financial Support | $10,000 |
| Point Lookout Little League | |||||||
| PO BOX 4 | POINT LOOKOUT | NY | 11569 | NONE | PC | Financial Support | $15,000 |
| Schools That Can | |||||||
| 1040 1st Avenue 346 | New YORK | NY | 10022 | None | pc | Financial Support | $7,500 |
| Seton Foundation for Learning | |||||||
| 850 Hylan Blvd | Staten Island | NY | 10305 | NONE | PC | FINANCIAL SUPPORT | $5,000 |
| Spin Enterprises | |||||||
| 18727 E YALE CIR UNIT A | AURORA | CO | 80013 | NONE | PC | Financial Support | $7,500 |
| Summerhill Community Ministries Inc | |||||||
| PO BOX 18057 | ATLANTA | GA | 30316 | NONE | PC | FINANCIAL SUPPORT | $26,000 |
| TeamMates Mentoring | |||||||
| 6801 O Street | Lincoln | NE | 68510 | None | PC | Donation | $7,500 |
| The Doug Flutie Jr Foundation for Autism | |||||||
| PO BOX 767 | FRAMINGHAM | MA | 01701 | NONE | PC | FINANCIAL SUPPORT | $23,500 |
| The Marty Lyons Foundation | |||||||
| 354 VETERANS MEMORIAL HWY 9 | COMMACK | NY | 11725 | NONE | PC | FINANCIAL SUPPORT | $12,500 |
| The Torretta Foundation | |||||||
| 7322 SW 54TH CT | MIAMI | FL | 33143 | NONE | PC | Financial Support | $7,500 |
| Tim Tebow Foundation | |||||||
| 2220 COUNTRY RD STE 108 PMB 317 | JACKSONVILLE | FL | 32259 | NONE | PC | Financial Support | $27,500 |
| Trustees of the University of Pennsyl | |||||||
| 801 SPRUCE ST | PHILADELPHIA | PA | 19107 | NONE | PC | Financial Support | $9,000 |
| United Cerebral Palsy of Greater Hartford | |||||||
| 80 WHITNEY ST | HARTFORD | CT | 06105 | NONE | PC | FINANCIAL SUPPORT | $30,000 |
| Urban Promise Trenton | |||||||
| 801 W State Street | Trenton | NJ | 08618 | None | pc | Financial Support | $25,000 |
| Warrick Dunn Charities | |||||||
| 3223 HOWELL MILL ROAD NW | ATLANTA | GA | 30327 | NONE | PC | FINANCIAL SUPPORT | $7,500 |
| Write On Sports | |||||||
| PO BOX 833 | SOUTH ORANGE | NJ | 07079 | NONE | PC | FINANCIAL SUPPORT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,978,800 | 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 | $17,496 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $621,372 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $450,875 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionAmt |
|---|---|
| LICENSING | $116,017 |
| MEDIA | $1,896,000 |
| MERCHANDISE SALES | $1,071 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,481,459 | ExclusionAmt |
| Related Or Exempt Function Incm | $621,372 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,102,831 | 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 | 8 | LineNumberTxt |
| Relationship Statement | Investment Activity | 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 (11 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JOSTENSVISANT | ||||||
| 1 | 357 MAIN ST | ARMONK | NY | 10504 | $78,333 | Yes (X) |
| AFLAC | ||||||
| 2 | 1932 Wynnton Road | Columbus | GA | 31999 | $179,167 | Yes (X) |
| Wendy's | ||||||
| 3 | One Dave Thomas Blvd | Dublin | OH | 43017 | $638,636 | Yes (X) |
| Nissan | ||||||
| 4 | 1 Nissan Way | Franklin | TN | 37067 | $2,037,500 | Yes (X) |
| Notre Dame | ||||||
| 5 | 7855 Ivanhoe Ave Suite 224 | La Jolla | CA | 92037 | $11,000 | Yes (X) |
| Anthony Scioscia | ||||||
| 6 | 8430 Double Eagle Gateway Court | Charolette | NC | 28210 | $6,000 | Yes (X) |
| American College of Cardiology | ||||||
| 7 | 2400 N Steet NW | Washington | DC | 20037 | $5,000 | Yes (X) |
| James Metzger | ||||||
| 8 | 370 Old Country Road | Garden City | NY | 11530 | $6,000 | Yes (X) |
| Gabelli Asset Management- Mary Ellen Pilkington | ||||||
| 9 | 1 Corporate Center | Rye | NY | 10580 | $10,500 | Yes (X) |
| Gabelli Funds- Mario Gabelli | ||||||
| 10 | 1 Corporate Center | Rye | NY | 10520 | $10,000 | Yes (X) |
| Inter-Boro Sprinkler Corp- Robert Kirk | ||||||
| 11 | 12 Atlantic Walk | Rockaway Point | NY | 11697 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $41,248 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $41,248 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (15 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 | $31,722 | 150DB | 7.000000000000 | $3,840 | $0 | $7,092 |
| NEW LABTOP RW | 2012-02-02 | $2,403 | $2,265 | 200DB | 5.000000000000 | $138 | $0 | $120 |
| EXTERNAL HARD DRIVE | 2012-10-01 | $162 | $153 | 200DB | 5.000000000000 | $9 | $0 | $9 |
| OFFICE FURNITURE | 2012-04-30 | $15,667 | $11,344 | 150DB | 7.000000000000 | $1,729 | $0 | $1,729 |
| NEW PHONE SYSTEM | 2014-06-30 | $3,554 | $1,776 | SL | 5.000000000000 | $711 | $0 | $711 |
| Computer Equipment | 2016-11-01 | $1,498 | SL | 5.000000000000 | $1,498 | $0 | $1,498 | |
| Computer Equipment | 2016-11-21 | $5,000 | SL | 5.000000000000 | $1,405 | $0 | $1,405 |
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 | $3,388,663 | $3,459,749 |
| GLOBAL FIXED INCOME | $1,557,911 | $1,580,180 |
| US Fixed Income- Northern Trust | $1,819,008 | $1,870,858 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US LARGE CAP EUITY | $2,876,937 | $4,180,435 |
| US MID CAP EQUITY | $0 | $0 |
| EAFE EQUITY | $2,396,140 | $2,910,545 |
| GLOBAL EQUITY | $606,131 | $719,392 |
| JAPANESE LARGE CAP | $116,076 | $144,015 |
| Equities- Northern Trust | $5,419,975 | $6,405,488 |
| Equities- Northern Trust Coho | $561,027 | $634,842 |
| Equities- Northern Trust Jennison | $507,167 | $691,398 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| real estate | FMV | $531,533 | $532,039 |
| commodities- Northern Trust | FMV | $771,066 | $747,893 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (15 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 | $35,562 | $14,080 |
| NEW LABTOP RW | $2,403 | $2,403 | $0 |
| EXTERNAL HARD DRIVE | $162 | $162 | $0 |
| OFFICE FURNITURE | $15,667 | $13,073 | $2,594 |
| NEW PHONE SYSTEM | $3,554 | $2,487 | $1,067 |
| Computer Equipment | $1,498 | $1,498 | $0 |
| Computer Equipment | $5,000 | $1,405 | $3,595 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,242 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,242 | 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 (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $24,736 | $0 | $24,736 | $0 |
| OFFICE EXPENSES | $58,883 | $0 | $58,883 | $0 |
| HEISMAN AWARDS DINNER EXPENSES | $635,182 | $0 | $635,182 | $0 |
| Bank charges AND MISC FEES | $125 | $0 | $125 | $0 |
| website | $48,000 | $0 | $48,000 | $0 |
| PAYROLL FEE | $4,747 | $0 | $4,747 | $0 |
| JP MORGAN CUSTODY FEE | $58,180 | $58,180 | $0 | $0 |
| Norther Trust Custody Fee | $57,349 | $57,349 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| LICENSING | $116,017 | $116,017 |
| MEDIA | $1,896,000 | $1,896,000 |
| MERCHANDISE SALES | $1,071 | $1,071 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| deferred rent | $34,890 | $28,815 |
| Other Liabilities | $0 | $29,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OUTSIDE CONTRACTORS | CategoryTxt |
| Amt | $32,725 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $32,725 | 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 | $3,694 | $0 | $3,694 | $0 |
| NYS FILING FEE | $750 | $0 | $750 | $0 |
| PAYROLL TAXES | $20,839 | $0 | $20,839 | $0 |
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