LOSTAND FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LOSTAND FOUNDATION INC (EIN 13-3945705)
- Tax period
- 2016-11-01 to 2017-10-31
- Filed
- 2018-09-17
- IRS object ID
- 201822609349100732
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-17T17:29:25-05:00 | ReturnTs |
| Tax Period End | 2017-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100174683 | 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 | 133945705 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOSTAND FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O JONATHAN F P ROSE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOST | BusinessNameControlTxt |
| Phone | 9142321396 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 KATONAH AVENUE | AddressLine1Txt |
| City | KATONAH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10536 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN ROSE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9142321396 | PhoneNum |
| Signature | 2018-09-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH J BARRECA | PreparerPersonNm |
| PTIN | P00310073 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2018-09-17 | PreparationDt |
| 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 | $15,094,564 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,374,732 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $805 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $805 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,962 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,962 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $138,466 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $138,466 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $46,021 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $3,409,756 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,897,440 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,495,309 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,649 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,649 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,968,370 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,679,191 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,725 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,725 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,181 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,295 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,886 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,350 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,350 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,759 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,759 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $197,732 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $116,327 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $108,562 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,765 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $349,074 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $130,691 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,651 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,254,416 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,254,416 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,603,490 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $130,691 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,275,067 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,364,880 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,548,500 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $111,566 | CashBOYAmt |
| Cash EOY | $439,597 | CashEOYAmt |
| Cash EOYFMV | $439,597 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $245,829 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $245,829 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $820,444 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $149,644 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $148,551 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $791,121 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,103,046 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,374,745 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,041,120 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,031,776 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $515,905 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,856,571 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,021,951 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $7,032,352 | LandBOYAmt |
| Land EOY | $6,834,620 | LandEOYAmt |
| Land EOYFMV | $6,834,620 | LandEOYFMVAmt |
| Other Assets BOY | $179,716 | OtherAssetsBOYAmt |
| Other Assets EOY | $535,317 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $535,317 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,976,319 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,339,829 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,094,564 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,976,319 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,339,829 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,976,319 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,339,829 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,976,319 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,339,829 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,976,319 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,364,880 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,341,199 | SubtotalAmt |
| Other Decreases | $1,370 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,339,829 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,200,763 | $995,431 | $205,332 | $205,332 | |
| PUBLICLY TRADED SECURITIES | $8,041 | $7,244 | $797 | $797 | |
| BLINK HEALTH LTD | $167,570 | $73,349 | $94,221 | $94,221 | P |
| ROSE CAPITAL THIRD & VALLEY LLC | $5,521,066 | $2,326,107 | $3,194,959 | $3,194,959 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,495,309 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,718,257 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,862,953 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.353336 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,579,804 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,279,807 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.251569 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,233,882 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,733,509 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.288857 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,663,995 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,002,168 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.184844 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,961,920 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,485,722 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.437370 | DistributionYr5Rt |
| Total Distribution | 1.515976 | TotalDistributionRt |
| Average Distribution | 0.303195 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,511,703 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,367,926 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $35,485 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,403,411 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,275,067 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $70,970 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $70,970 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $70,970 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,115 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $50,115 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $376 | EsPenaltyAmt |
| Tax Due | $21,231 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONATHAN F P ROSE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9142321396 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 KATONAH AVENUE | AddressLine1Txt |
| City | KATONAH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10536 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JONATHAN F P ROSE | ||||||||
| 33 KATONAH AVENUE | KATONAH | NY | 10536 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DIANA C ROSE | ||||||||
| 33 KATONAH AVENUE | KATONAH | NY | 10536 | VICE PRESIDENT/SECRETARY | 1.00 | $0 | $0 | $0 |
| ARIEL FLORES | ||||||||
| 33 KATONAH AVENUE | KATONAH | NY | 10536 | TREASURER | 1.00 | $0 | $0 | $0 |
| RACHEL ROSE | ||||||||
| 33 KATONAH AVENUE | KATONAH | NY | 10536 | ASSISTANT TREASURER | 1.00 | $0 | $0 | $0 |
| VIVIAN WEIXELDORFER | ||||||||
| 33 KATONAH AVENUE | KATONAH | NY | 10536 | ASSISTANT SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 | BUILDING USED FOR CHARITABLE PURPOSES BY PUBLIC CHARITY TO HOST PROGRAMS, EDUCATIONAL CONFERENCES AND SEMINARS | Description1Txt |
| Expenses1 | $197,732 | 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 | $2,159,196 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $209,979 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,211,234 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,580,409 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,580,409 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,706 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,511,703 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $225,585 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $225,585 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $70,970 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $70,970 | TotalTaxAmt |
| Distributable Before Adj | $154,615 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $154,615 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $154,615 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,275,067 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,275,067 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,275,067 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $154,615 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,757,814 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,241,451 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,859,130 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,317,485 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,478,857 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,654,737 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,275,067 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $154,615 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,120,452 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,775,189 | 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 | $1,757,814 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,017,375 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,241,451 | ExcessFromYear4Amt |
| Excess From Year3 | $1,859,130 | ExcessFromYear3Amt |
| Excess From Year2 | $1,317,485 | ExcessFromYear2Amt |
| Excess From Year1 | $1,478,857 | ExcessFromYear1Amt |
| Excess From Current Year | $1,120,452 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JONATHAN F P ROSE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (96 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AFROPOP | ||||||||||||
| 220 36TH STREET UNIT 58 | BROOKLYN | NY | 11232 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |||||
| AMERICAN JEWISH WORLD | ||||||||||||
| 45 W 36TH ST 11 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |||||
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||||||
| CENTRAL PARK WEST 79TH ST | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | |||||
| AMERICANS FOR OXFORD | ||||||||||||
| 500 FIFTH AVENUE 32ND FLOOR | NEW YORK | NY | 10110 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $25,000 | |||||
| AUDUBON | ||||||||||||
| PO BOX 174 | COLD SPRING | NY | 10516 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,000 | |||||
| BHUTAH FOUNDATION | ||||||||||||
| 21 DUPONT CIRCLE NW SUITE 755 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $12,500 | |||||
| BROOKLYN ACADEMY OF MUSIC | ||||||||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $100,000 | |||||
| CENTER FOR WHOLE COMMUNITY | ||||||||||||
| 209 BATTERY ST | BURLINGTON | VT | 05401 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |||||
| CENTURY ASSOCIATION ARCHIVES FOUNDATION | ||||||||||||
| 7 W 43RD ST | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |||||
| CLEARWATER | ||||||||||||
| 724 WOLCOTT AVE | BEACON | NY | 12508 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |||||
| CONSTITUTION MARCH AUDUBON CENTER AND SANCTUARY | ||||||||||||
| 127 WARREN LANDINGS RD | GARRISON | NY | 10524 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |||||
| COTTONWOOD GULCH | ||||||||||||
| 9223 4TH ST NW | ALBUQUERQUE | NM | 87114 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |||||
| DISCOVER DRESSAGE | ||||||||||||
| 4047 IRON WORKS PARKWAY | LEXINGTON | KY | 40511 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |||||
| DLA ART FOUNDATION | ||||||||||||
| 6400 BEULAH ST STE 100 | ALEXANDRIA | VA | 22310 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | |||||
| DNDI NORTH AMERICA | ||||||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,500 | |||||
| DRUK PADMA KARPO SCHOOL | ||||||||||||
| NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,500 | 16A OAKLANDS ROAD | BROMLEY KENT BR SL | ENGLAND | UK | |||||
| DRUK MONASTERY | ||||||||||||
| NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | PO BOX 1258 | KABISA | THIMPHU | BT | |||||
| DWIGHT HALL AT YALE | ||||||||||||
| 143 ELM STREET | NEW HAVEN | CT | 06520 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |||||
| ECOAMERICA | ||||||||||||
| 1730 RHODE ISLAND AVE NW SUITE 200 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |||||
| EMORY UNIVERSITY | ||||||||||||
| 201 DOWMAN DRIVE | ATLANTA | GA | 30322 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $15,000 | |||||
| ENTERPRISE COMMUNITY PARTNERS | ||||||||||||
| 10227 WINCOPIN CIRCLE | COLUMBIA | MD | 21044 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $22,500 | |||||
| FOUNDATION FOR A MINDFUL | ||||||||||||
| 228 PARK AVENUE SOUTH 91043 | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |||||
| FRIENDS OF THE HIGH LINE | ||||||||||||
| 820 WASHINGTON STREET | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $15,000 | |||||
| GARRISON ARTS CENTER | ||||||||||||
| 23 GARRISONS LANDING | GARRISON | NY | 10524 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |||||
| GARRISON INSTITUTE | ||||||||||||
| PO BOX 532 | GARRISON | NY | 10524 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $674,000 | |||||
| GARRISON VOLUNTEER FIRE | ||||||||||||
| PO BOX 252 | GARRISON | NY | 10524 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |||||
| GLYNWOOD CENTER | ||||||||||||
| PO BOX 157 | COLD SPRING | NY | 10516 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $550 | |||||
| GREYSTON FOUNDATION | ||||||||||||
| 21 PARK AVE | YONKERS | NY | 10703 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |||||
| HARLEM EDUCATIONAL | ||||||||||||
| 2090 ADAM CLAYTON POWELL JR BLVD | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,500 | |||||
| HARVESTWORKS | ||||||||||||
| 596 BROADWAY | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |||||
| HIGHLANDS CURRENT | ||||||||||||
| 161 MAIN ST | COLD SPRING | NY | 10516 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |||||
| HORACE MANN SCHOOL | ||||||||||||
| 231 W 246TH STREET | BRONX | NY | 10471 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |||||
| HOUSE FOUNDATION FOR THE ARTS | ||||||||||||
| 260 W BROADWAY 2 | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |||||
| HUDSON HIGHLANDS LAND TRUST | ||||||||||||
| 20 NAZARETH WAY | GARRISON | NY | 10524 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $8,500 | |||||
| HUDSON VALLEY SHAKESPEARE | ||||||||||||
| 140 MAIN STREET | COLD SPRING | NY | 10516 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,700 | |||||
| INSTITUTE FOR JEWISH SPIRITUALITY | ||||||||||||
| 121 W 27TH ST SUITE 404 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |||||
| INTERNATIONAL CRISIS GROUP | ||||||||||||
| 708 3RD AVE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |||||
| INTERNATIONAL RESCUE COMMITTEE | ||||||||||||
| 122 E 42ND STREET | NEW YORK | NY | 10168 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |||||
| INTERNATIONAL SOCIETY FOR PHARMACEUTICAL | ||||||||||||
| 7200 WISCONSIN AVE SUITE 305 | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |||||
| JAZZ AT LINCOLN CENTER | ||||||||||||
| 33 WEST 60TH STREET | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $12,500 | |||||
| JEWEL HEART | ||||||||||||
| 231 E ANN STREET | ANN ARBOR | MI | 48104 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $21,400 | |||||
| KARUNA-SHECHEN USA | ||||||||||||
| 237 WEST 35TH STREET SUITE 1101 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |||||
| KRONOS PERFORMING ARTS | ||||||||||||
| 1242 9TH AVE | SAN FRANCISCO | CA | 94122 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |||||
| LAND TRUST ALLIANCE | ||||||||||||
| 1660 L ST NW SUITE 1100 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |||||
| LEAGUE OF CONSERVATION VOTERS | ||||||||||||
| 740 15TH STREET NW 7TH FLOOR | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |||||
| LINCOLN CENTER FOR PERFORMING ARTS | ||||||||||||
| 150 WEST 65TH STREET | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $3,000 | |||||
| LYNDHURST | ||||||||||||
| 635 SOUTH BROADWAY | TARRYTOWN | NY | 10591 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $300 | |||||
| MANITOGA RUSSELL WRIGHT DESIGN | ||||||||||||
| PO BOX 249 | GARRISON | NY | 10524 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |||||
| MANITOGATHE RUSSELL | ||||||||||||
| 584 ROUTE 9D | GARRISON | NY | 10524 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |||||
| MEREDITH MONKHOUSE | ||||||||||||
| 260 WEST BROADWAY | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |||||
| METROPOLITAN OPERA | ||||||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | |||||
| MUSTIQUE CHARITABLE FOUNDATION | ||||||||||||
| 200 PARK AVENUE | NEW YORK | NY | 10166 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,000 | |||||
| NALANDA INSTITUTE | ||||||||||||
| 300 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |||||
| NAROPA UNIVERSITY | ||||||||||||
| 2130 ARAPAHOE AVENUE | BOULDER | CO | 80302 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,500 | |||||
| NATIONAL JAZZ MUSEUM | ||||||||||||
| 2203 58 W 129TH ST | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |||||
| NATIONAL SAWDUST | ||||||||||||
| 80 N 6TH ST | BROOKLYN | NY | 11249 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | |||||
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||||||||
| 2600 VIRGINIA AVENUE NW SUITE 1100 | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |||||
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $15,000 | |||||
| NY LEAGUE OF CONSERVATION VOTERS | ||||||||||||
| 30 BROAD ST 30TH FL | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |||||
| OPEN SPACE INSTITUTE | ||||||||||||
| 1350 BROADWAY 201 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |||||
| ORCHESTRA OF ST LUKE'S | ||||||||||||
| 450 WEST 37TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $3,000 | |||||
| PARK AVENUE ARMORY | ||||||||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,500 | |||||
| PHILLIPSTOWN DEPOT THEATER | ||||||||||||
| 10 GARRISONS LANDING | GARRISON | NY | 10524 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |||||
| RELIGIONS FOR PEACE | ||||||||||||
| 777 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | |||||
| REPRIEVE | ||||||||||||
| PO BOX 3627 | NEW YORK | NY | 10163 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |||||
| RFK CENTER FOR JUSTICE | ||||||||||||
| 1300 19TH STREET NW SUITE 750 | WASHINTGON | DC | 20036 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |||||
| RIVERKEEPER | ||||||||||||
| 20 SECOR RD | OSSINING | NY | 10562 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |||||
| ROCKY MOUNTAIN INSTITUTE | ||||||||||||
| 29 E 19TH ST 4TH FLOOR | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |||||
| SARVODAYA | ||||||||||||
| 1127 UNIVERSITY AVE | MADISON | WI | 53715 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |||||
| SCENIC HUDSON | ||||||||||||
| OINE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 12601 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $20,000 | |||||
| SIGNATURE THEATRE | ||||||||||||
| 480 W 42ND STREET | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,800 | |||||
| SNOWMASSCAPITOL CREEK | ||||||||||||
| BOX 507 | SNOWMASS | CO | 81654 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $100 | |||||
| STONE BARNS CENTER FOR FOOD | ||||||||||||
| 630 BEDFORD RD | TARRYTOWN | NY | 10591 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |||||
| SYNERGOS | ||||||||||||
| 3 E 54TH ST | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $25,000 | |||||
| THE FORTUNE SOCIETY | ||||||||||||
| 2976 NORTHERN BLVD | LONG ISLAND CITY | NY | 11101 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | |||||
| THE FREE HISTORY PROJECT | ||||||||||||
| 1136 HOWARD | SAN FRANCISCO | CA | 94103 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,500 | |||||
| THE GARRISON LANDING ASSOC | ||||||||||||
| PO BOX 205 | GARRISON | NY | 10524 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $25,000 | |||||
| THE HASTINGS CENTER | ||||||||||||
| 21 MALCOLM GORDON ROAD | GARRISON | NY | 10524 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |||||
| THE NATURE CONSERVANCY | ||||||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |||||
| THIRTEEN | ||||||||||||
| 17010 INTERSTATE 20 | CISCO | TX | 76437 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |||||
| TIBET FUND | ||||||||||||
| 241 E 32ND STREET | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $16,000 | |||||
| TIBET HOUSE | ||||||||||||
| 22 W 15TH ST | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $900 | |||||
| TIBETAN COMMUNITY DEV | ||||||||||||
| 1228 17TH STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | |||||
| TIBETAN VILLAGE PROJECT | ||||||||||||
| 80 GARDEN CENTER SUITE 106 | BROOMFIELD | CO | 80020 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $900 | |||||
| TRACE FOUNDATION | ||||||||||||
| 132 PERRY ST | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |||||
| TRUST FOR PUBLIC LAND | ||||||||||||
| 666 BROADWAY 9 | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |||||
| URBAN ASSEMBLY | ||||||||||||
| 90 BROAD STREET SUITE 2101 | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,500 | |||||
| VINCENT ACADEMY | ||||||||||||
| 228 W MARKET ST | NEWARK | NJ | 07103 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $15,000 | |||||
| VINCEREMOS THERAPEUTIC | ||||||||||||
| 13300 6TH CT N | LOXAHATCHEE | FL | 33470 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |||||
| WFUV FORDHAM UNIVERSITY | ||||||||||||
| FORDHAM UNIVERSITY | BRONX | NY | 10458 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |||||
| WHITNEY MUSEUM | ||||||||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $20,000 | |||||
| WHOLESOME WAVE | ||||||||||||
| 855 MAIN STREET SUITE 910 | BRIDGEPORT | CT | 06604 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |||||
| WNYC RADIO | ||||||||||||
| 160 VARICK STREET 8TH FLOOR | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |||||
| YALE UNIVERSITY | ||||||||||||
| PO BOX 2038 | NEW HAVEN | CT | 05401 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $25,000 | |||||
| YESOD FOUNDATION | ||||||||||||
| PO BOX 48 | BOULDER | CO | 80306 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $9,516 | |||||
| SEEDS OF PEACE | ||||||||||||
| NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | 370 LEXINGTON AVENUE | NEW YORK | NEW YORK | TH | 10017 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,254,416 | 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 | $805 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,962 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $46,021 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,649 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,409,756 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,501,193 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,501,193 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JONATHAN F P ROSE | |||||||
| 1 | 33 KATONAH AVENUE | KATONAH | NY | 10536 | $2,752,541 | Yes (X) | |
| JONATHAN F P ROSE | |||||||
| 2 | 33 KATONAH AVENUE | KATONAH | NY | 10536 | $622,191 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | PUBLICLY TRADED STOCKS | NoncashPropertyDesc |
| Fair Market Value | $622,191 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $15,000 | $2,114 | $12,886 |
| ACCOUNTING | $2,181 | $2,181 | $0 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING | 2003-03-18 | $1,208,000 | $422,046 | SL | 39.000000000000 | $30,974 | $0 |
| LAND | 2003-03-18 | $302,000 | L | $0 | $0 | ||
| BUILDING IMPROVEMENTS | 2003-03-18 | $277,686 | $97,017 | SL | 39.000000000000 | $7,120 | $0 |
| FURNITURE & FIXTURES | 2003-03-18 | $70,858 | $70,858 | 200DB | 7.000000000000 | $0 | $0 |
| BUILDING IMPROVEMENTS | 2003-03-18 | $3,421,333 | $1,195,338 | SL | 39.000000000000 | $87,726 | $0 |
| FURNITURE & FIXTURES | 2003-03-18 | $276,400 | $276,400 | 200DB | 7.000000000000 | $0 | $0 |
| BUILDING IMPROVEMENTS | 2004-04-30 | $588,262 | $189,182 | SL | 39.000000000000 | $15,084 | $0 |
| BUILDING IMPROVEMENTS | 2004-04-30 | $12,076 | $3,888 | SL | 39.000000000000 | $310 | $0 |
| CONDOMINIUM UNITS | 2003-12-04 | $1,495,762 | L | $0 | $0 | ||
| BUILDING IMPROVEMENTS | 2004-11-01 | $18,190 | $5,574 | SL | 39.000000000000 | $466 | $0 |
| BUILDING IMPROVEMENTS | 2004-11-01 | $356,820 | $109,420 | SL | 39.000000000000 | $9,149 | $0 |
| BUILDING IMPROVEMENTS | 2005-11-01 | $391,228 | $109,938 | SL | 39.000000000000 | $10,031 | $0 |
| BUILDING IMPROVEMENTS | 2007-05-01 | $1,184,210 | $287,214 | SL | 39.000000000000 | $30,364 | $0 |
| BUILDING IMPROVEMENTS | 2007-11-01 | $216,824 | $49,808 | SL | 39.000000000000 | $5,560 | $0 |
| BUILDING IMPROVEMENTS | 2008-11-01 | $36,921 | $7,536 | SL | 39.000000000000 | $947 | $0 |
| BUILDING | 2014-06-20 | $1 | L | 39.000000000000 | $1 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 300 SHS ABILITY INC | $3,025 | $198 |
| 2 SHS BERKSHIRE HATHAWAY INC | $266,454 | $560,940 |
| 1 SH BERKSHIRE HATHAWAY INC | $248,631 | $280,470 |
| 7100 SHS SECOND SIGHT MED PRODS INC | $102,846 | $7,597 |
| 35 SHS SPDR S&P 500 | $5,413 | $9,000 |
| 120 SHS VANGUARD SHORT TERM BD | $9,736 | $9,563 |
| 1200 SHS TJX COS INC | $92,940 | $83,760 |
| 10000 SHS HANNON ARMSTRONG | $194,700 | $240,600 |
| 6745.63 SHS VANGUARD SHORT TERM COPR FUND | $72,529 | $72,111 |
| 508474.58 SHS JPMORGAN MANAGED INCOME L SHARES | $5,100,000 | $5,100,000 |
| 105.365 SHS VANGUARD GROWTH INDEX FUND | $3,666 | $7,291 |
| 24.877 SHS VANGUARD L/T TREASURY FUND | $295 | $319 |
| 641.097 SHS VANGUARD S/T TREASURY FUND | $2,811 | $2,896 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $149,644 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $148,551 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NEW VERNON INDIA (CAYMAN) FUND II, LP | AT COST | $615,874 | $9,375 |
| JCF III PRIVATE INVESTORS OFFSHORE, LP | AT COST | $248,332 | $338,960 |
| BLINK HEALTH HOLDINGS LLC | AT COST | $167,570 | $167,570 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING | $1,208,000 | $453,020 | $754,980 |
| LAND | $302,000 | $0 | $302,000 |
| BUILDING IMPROVEMENTS | $277,686 | $104,137 | $173,549 |
| FURNITURE & FIXTURES | $70,858 | $70,858 | $0 |
| BUILDING IMPROVEMENTS | $3,421,333 | $1,283,064 | $2,138,269 |
| FURNITURE & FIXTURES | $276,400 | $276,400 | $0 |
| BUILDING IMPROVEMENTS | $588,262 | $204,266 | $383,996 |
| BUILDING IMPROVEMENTS | $12,076 | $4,198 | $7,878 |
| CONDOMINIUM UNITS | $1,495,762 | $0 | $1,495,762 |
| BUILDING IMPROVEMENTS | $18,190 | $6,040 | $12,150 |
| BUILDING IMPROVEMENTS | $356,820 | $118,569 | $238,251 |
| BUILDING IMPROVEMENTS | $391,228 | $119,969 | $271,259 |
| BUILDING IMPROVEMENTS | $1,184,210 | $317,578 | $866,632 |
| BUILDING IMPROVEMENTS | $216,824 | $55,368 | $161,456 |
| BUILDING IMPROVEMENTS | $36,921 | $8,483 | $28,438 |
| BUILDING | $1 | $1 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,725 | LegalFeesAmt |
| Net Investment Income | $1,725 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSITS | $2,960 | $2,972 | $2,972 |
| MORTGAGE RECEIVABLE | $176,756 | $166,761 | $166,761 |
| INVESTMENT RECEIVABLE | $365,584 | $365,584 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $1,370 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $7,765 | $0 | $7,765 |
| REPAIRS | $26,329 | $26,329 | $0 |
| MISCELLANEOUS | $728 | $728 | $0 |
| PROPERTY EXPENSES | $6,307 | $6,307 | $0 |
| MANAGEMENT FEES | $13,435 | $13,435 | $0 |
| CAM CHARGES | $6,879 | $6,879 | $0 |
| CLEANING CONTRACTS | $2,944 | $2,944 | $0 |
| CONDO EXPENSES | $47,077 | $47,077 | $0 |
| REPAIRS AND MAINTENANCE | $3,599 | $3,599 | $0 |
| UTILITIES | $1,264 | $1,264 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $6,649 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,649 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,649 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $7,350 | Amt |
| Net Investment Income | $7,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REAL ESTATE TAXES | CategoryTxt |
| Amt | $8,759 | Amt |
| Net Investment Income | $8,759 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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