PICKET FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PICKET FAMILY FOUNDATION INC (EIN 26-3870611)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202543119349100814
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T08:53:01-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 RXR PLAZA WEST TOWER | AddressLine1Txt |
| City | UNIONDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11556 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263870611 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PICKET FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O GOTHAM ORGANIZATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PICK | BusinessNameControlTxt |
| Phone | 2125990520 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 FIFTH AVENUE 9TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL PICKET | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125990520 | PhoneNum |
| Signature | 2025-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL MCVETTY | PreparerPersonNm |
| PTIN | P00846030 | PTIN |
| Phone | 5167472000 | PhoneNum |
| Preparation | 2025-10-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,318,960 | 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 | $605,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $216 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $216 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $192,432 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $182,255 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $308,761 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,508,647 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $308,761 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $40 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $40 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,106,449 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $491,272 | 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 |
| Taxes Rev And Expnss | $12,209 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,209 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,786 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37,286 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,995 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,495 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,681,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,681,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,730,995 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,495 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,681,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$624,546 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $452,777 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $103,310 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $69,664 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $69,664 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,469 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,469 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $5,198,326 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,602,719 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,225,016 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $19,573 | OtherAssetsBOYAmt |
| Other Assets EOY | $21,811 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $21,811 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,321,209 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,696,663 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,318,960 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $5,321,209 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,696,663 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,321,209 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,696,663 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,321,209 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,696,663 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,321,209 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$624,546 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,696,663 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,696,663 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $6,508,647 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,199,886 | CostOrOtherBasisAmt |
| Gain Or Loss | $308,761 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $308,761 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $308,761 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,294 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,294 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,294 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,900 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,606 | OverpaymentAmt |
| Applied To ES Tax | $6,606 | 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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | DAVID PICKET CO GOTHAM ORGINC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125990520 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 FIFTH AVENUE 9TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10003 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|
| JOEL I PICKET | |||||||||
| C/O GOTHAM ORGANIZATION 111 FIFTH | AVENUE 9TH FL | NEW YORK | NY | 10003 | DIRECTOR & PRESIDENT | 0.00 | $0 | $0 | $0 |
| DAVID L PICKET | |||||||||
| C/O GOTHAM ORGANIZATION 111 FIFTH | AVENUE 9TH FL | NEW YORK | NY | 10003 | DIRECTOR & TRASURER | 0.00 | $0 | $0 | $0 |
| ALLISON D FEHRENBAKER | |||||||||
| C/O GOTHAM ORGANIZATION 111 FIFTH | AVENUE 9TH FL | NEW YORK | NY | 10003 | DIRECTOR & SECRETARY | 0.00 | $0 | $0 | $0 |
| JOAN R PICKET | |||||||||
| C/O GOTHAM ORGANIZATION 111 FIFTH | AVENUE 9TH FL | NEW YORK | NY | 10003 | DIRECTOR & VICE PRES. | 0.00 | $0 | $0 | $0 |
| RONA J PICKET | |||||||||
| C/O GOTHAM ORGANIZATION 111 FIFTH | AVENUE 9TH FL | NEW YORK | NY | 10003 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LAWRENCE G FEHRENBAKER | |||||||||
| C/O GOTHAM ORGANIZATION 111 FIFTH | AVENUE 9TH FL | NEW YORK | NY | 10003 | DIRECTOR | 0.00 | $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 |
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 | $5,874,047 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $110,627 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,984,674 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,984,674 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,770 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,894,904 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $294,745 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $294,745 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,294 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,294 | TotalTaxAmt |
| Distributable Before Adj | $288,451 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $288,451 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $288,451 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,681,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,681,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $288,451 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $923,496 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $706,063 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $913,680 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $766,803 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $584,586 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,894,628 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,681,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $288,451 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,393,049 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,287,677 | 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 | $923,496 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,364,181 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $706,063 | ExcessFromYear4Amt |
| Excess From Year3 | $913,680 | ExcessFromYear3Amt |
| Excess From Year2 | $766,803 | ExcessFromYear2Amt |
| Excess From Year1 | $584,586 | ExcessFromYear1Amt |
| Excess From Current Year | $1,393,049 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVOCATES FOR CHILDREN OF NY | |||||||
| 151 W 30TH STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | UNRESTRICTED | $12,500 |
| AMFAR | |||||||
| 101 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | UNRESTRICTED | $15,000 |
| ATHLETES FOR HOPE | |||||||
| 606 PRINCETON AVE | GLEN ECHO | MD | 20812 | NONE | PUBLIC CHARITY | UNRESTRICTED | $25,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 307 WEST BROADWAY | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | UNRESTRICTED | $12,500 |
| CANCER SUPPORT COMMUNITY | |||||||
| 80 MAPLE AVE | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | UNRESTRICTED | $15,000 |
| CHILDREN'S SCHOLARSHIP FUND | |||||||
| 8 WEST 38TH STREET 9TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | UNRESTRICTED | $12,500 |
| CROSSROADS COMMUNITY SERVICES | |||||||
| 108 EAST 51ST STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | UNRESTRICTED | $12,500 |
| FORDHAM UNIVERSITY | |||||||
| 441 EAST FORDHAM ROAD | BRONX | NY | 10458 | NONE | PUBLIC CHARITY | UNRESTRICTED | $50,000 |
| IMENTOR | |||||||
| 199 WATER STREET 8TH FLOOR | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | UNRESTRICTED | $21,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | UNRESTRICTED | $28,000 |
| MOUNT SINAI HOSPITAL | |||||||
| 1 GUSTAVE L LEVY PL | NEW YORK | NY | 10029 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500,000 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | UNRESTRICTED | $600,000 |
| NEW YORK PHILHARMONIC | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | UNRESTRICTED | $200,000 |
| NEW YORK PRESBYTERIAN HOSPITAL | |||||||
| 525 EAST 68TH STREET BOX 123 | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | UNRESTRICTED | $25,000 |
| RICHARD TUCKER MUSIC FOUNDATION | |||||||
| 1790 BROADWAY STE 715 | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | UNRESTRICTED | $17,000 |
| SCHWARZMAN ANIMAL MEDICAL | |||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| UJA FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100,000 |
| UJA JCC GREENWICH | |||||||
| 1 HOLLY HILL LANE | GREENWICH | CT | 06830 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| XAVIER MISSION | |||||||
| 55 WEST 15TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,681,000 | 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 | $216 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $192,432 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $308,761 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $501,449 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $501,449 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOTHAM ORGANIZATION INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 FIFTH AVE 9TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $605,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,469 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,469 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ENERGY SELECT SECTOR SPDR FUND ETF | AT COST | $14,168 | $13,106 |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | AT COST | $68,911 | $76,170 |
| FINANCIAL SELECT SECTOR SPDR | AT COST | $12,347 | $17,834 |
| ISHARES MSCI EUROZONE | AT COST | $25,372 | $24,449 |
| ISHARES GLOBAL HEALTHCARE ETF | AT COST | $29,987 | $30,605 |
| ISHARES GLOBAL INDUSTRIALS ETF | AT COST | $24,833 | $25,563 |
| ISHARES MSCI INTL QUALITY FACTOR ETF | AT COST | $14,863 | $15,368 |
| JPMORGAN BETABUILDERS JAPAN ETF | AT COST | $18,998 | $20,118 |
| SPDR PORTFOLIO S&P 600 SMALL | AT COST | $33,790 | $40,967 |
| SPDR S&P DIVIDEND ETF | AT COST | $46,931 | $49,141 |
| THE FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | AT COST | $19,997 | $24,073 |
| THE ISHARES MSCI EMERGING MARKETS EX CHINA ETF | AT COST | $85,112 | $80,236 |
| VANGUARD VALUE ETF | AT COST | $78,146 | $78,894 |
| INVESCO QQQ TRUST ETF | AT COST | $399,312 | $489,758 |
| ISHARES MSCI USA QUALITY | AT COST | $520,375 | $649,992 |
| VANGUARD TOTAL STOCK MKT ETF | AT COST | $830,499 | $1,204,450 |
| VANGUARD SMALL-CAP VALUE ETF | AT COST | $199,307 | $201,835 |
| VANGUARD FTSE ALL WORLD EX-US | AT COST | $206,991 | $195,194 |
| BRAMSHILL MULTI STRATEGY | AT COST | $212,091 | $219,998 |
| DIAMOND HILL SHORT | AT COST | $331,256 | $329,930 |
| EATON VANCE FLOATING | AT COST | $435,720 | $435,720 |
| LOOMIS SAYLES STRATEGIC | AT COST | $634,381 | $615,934 |
| RIVERNORTH/DOUBLELINE | AT COST | $359,332 | $385,681 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $19,573 | BOYBookValueAmt |
| EOY Book Value | $21,811 | EOYBookValueAmt |
| EOYFMV | $21,811 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $37,196 | $37,196 | $0 |
| ADMINISTRATION EXPENSE | $90 | $90 | $0 |
| FILING FEE | $500 | $0 | $500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $40 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $40 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GOTHAM ORGANIZATION INC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 FIFTH AVE 9TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10003 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,209 | $1,209 | $0 |
| FEDERAL TAX | $11,000 | $0 | $0 |